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Drak
@drakewarrd
CRM Migration, Setup, Automation and Installation
Royaume-Uni
Anglais, Français, Allemand, Espagnol, Italien
À propos de moi
Hi, I'm Drak. I help small businesses get more value from their CRM with accurate data migration, practical setup, workflow automation, and self-hosted CRM installation. I map your current process, preserve record relationships, organize fields and pipelines, and test key workflows so your team can use the system with confidence. If you need to switch CRMs, configure a new one, reduce manual follow-ups, or install an open-source CRM, send me your current system, target platform, and goal. I'll confirm the scope before work begins.
Compétences
Drak
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
API & Intégrations
I will setup givebutter donation forms fundraising event donor crm integration
Programmation et Tech
I will do propertybase real estate crm idx custom objects and lead routing automation
Expérience professionnelle
CRM & Business Automation Specialist
Self Employed • Freelance
Apr 2026 - Present • 6 mos
Title: CRM & Business Automation Specialist I specialize in setting up and optimizing CRM platforms, client portals, fundraising systems, and business workflow automation. I work with Givebutter, Top Producer, Wise Agent, SuiteDash, Bonsai, and Propertybase to help businesses manage leads, donors, clients, contracts, invoices, IDX, and automated workflows. I focus on creating organized, scalable systems that save time, improve productivity, streamline operations, and strengthen customer relationship management.
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