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Explorer
Fiverr Pro
Français
$
USD
Emmanuel
@dominion_joel
CRM, Automation and Business Systems Integration Expert for Growing Team
Colombie
Anglais, Espagnol, Français, Allemand
À propos de moi
Hi Valued Buyers, I'm Emmanuel, a CRM and business automation specialist helping businesses set up, connect, and streamline the systems they rely on every day. I work with accounting firms, legal practices, healthcare providers, construction companies, professional service businesses, sales teams, and growing companies. From CRM and practice management setup to accounting integrations, workflow automation, data organization, and system configuration, I build practical solutions that reduce manual work, improve processes, and keep business operations connected.
Compétences
Emmanuel
hors ligne •
Voir mes services
Gestion de la relation client
I will integrate taxdome suitedash xero quickbooks zapier liscio karbon crm automation
Gestion de la relation client
I will integrate hubdoc docusign make airtable softr salesloft taxcalc crm automation
Portfolio
Expérience professionnelle
Freelancer
Freelance • 4 yrs 4 mos
Business Automation & Integration Specialist
Sep 2025 - Present • 1 yr
I design and configure connected workflows for businesses that use multiple applications to manage documents, leads, sales activities, databases, and client information. My process starts by reviewing how information currently moves through the business. I then identify the trigger, required actions, data fields, conditions, and final outcome before configuring the workflow. I have worked with systems including Hubdoc, DocuSign, Airtable, Salesloft, TaxCalc, Softr, Zapier, Make, CRM platforms, and other supported applications. My work includes document workflows, CRM updates, database automation, sales processes, notifications, client onboarding, field mapping, and multi-step automations. After configuration, I test the complete workflow and make adjustments so the automation behaves correctly under the client's real business process.
CRM & Practice Management Specialist
Apr 2025 - Present • 1 yr 5 mos
I help professional-service organizations organize their client, practice, accounting, and operational systems. My work begins with understanding how the organization manages clients, users, records, documents, tasks, and internal processes. I then configure the appropriate platform around those requirements rather than relying on a generic setup. My experience includes working with MethodCRM, PracticePanther, Practice Fusion, CaseWare, Sage Intacct, EspoCRM, and other supported business systems. I configure users and permissions, custom fields, pipelines, workflows, forms, templates, records, integrations, and data processes where supported. I also test the completed configuration and help identify areas where automation or integration can reduce repetitive administrative work and improve the way information moves through the organization.
CRM & Accounting Integration Specialist
Oct 2024 - Present • 1 yr 11 mos
I help accounting, tax, bookkeeping, and professional-service businesses connect the systems they use to manage clients, finances, documents, and daily operations. My work involves understanding the client's existing process, identifying repetitive manual tasks, mapping the information that needs to move between systems, and configuring the appropriate CRM, accounting, and automation tools. I have worked with workflows involving TaxDome, SuiteDash, QuickBooks, Xero, Zapier, and other supported business applications. My responsibilities include CRM configuration, client and contact workflows, field mapping, automation setup, data synchronization, notifications, task creation, testing, and troubleshooting. I focus on making the final system practical for the business rather than simply connecting software. I test each workflow and make sure information moves correctly between the relevant systems.
