
Danny
Level 2
CRM and AI Automation Specialist, Building Systems To Help You Work Smarter
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70 $US
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Expérience professionnelle
Pipedrive CRM Manager
Pipedrive • Freelance
Oct 2023 - Jan 2026 • 2 yrs 3 mos
Set up and customized a CRM system for a real estate business. Configured sales pipelines, deal stages, and custom fields. Organized contacts, leads, and customer information. Set up tasks, activities, and follow-up processes. Created workflow automations to streamline daily processes. Customized the system to match the client’s sales and lead management workflow. Improved visibility and organization of leads, deals, and customer interactions.
Automation Expert
Upwork • Freelance
Jan 2025 - Sep 2025 • 8 mos
Designed and implemented automation solutions for a real estate business. Automated repetitive tasks and manual processes to improve efficiency. Connected business tools and platforms to streamline workflows. Set up automated lead management, follow-ups, and notifications. Built workflows to reduce manual data entry and improve organization. Customized automation processes around the client’s day-to-day operations. Helped improve response time, productivity, and overall workflow efficiency.
CRM Consultant
Fiverr • Freelance
May 2024 - Dec 2024 • 7 mos
Analyzed existing business processes and identified opportunities for automation. Built automated workflows to simplify lead management and client communication. Automated routine tasks, notifications, and follow-up activities. Integrated multiple business tools to create connected and efficient workflows. Streamlined data flow between different platforms and systems. Customized automation solutions based on the client’s business requirements. Reduced repetitive manual work and improved overall operational efficiency.
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insteflo

États-Unis
Great experience working with Danny. He picked up our Zapier setup quickly, understood how the pieces connected, and kept us updated the whole way. Clear, professional, and quick to turn things around. Recommended.
Réponse du freelance

chad_wizard

États-Unis
Excellent work! Daniel did an amazing job importing my contacts into lofty CRM. Everything was organized properly, the process was smooth and paid attention to details. He was responsive, completed the work exactly as requested. Highly recommended and i will place another order soon. Thanks
Réponse du freelance

insteflo

États-Unis
Danny was responsive, easy to work with, and moved fast on our Zapier and CRM integration work. He communicated clearly, asked good questions, and followed through on what we needed. Would hire again.
Réponse du freelance

insteflo

États-Unis
Good communication, followed instructions, and delivered the work as requested.
Réponse du freelance
jsvinicki

États-Unis
Danny knows Pipedrive well. He is knowledgeable about the residential real estate industry, and implements various stages he knows will be necessary ahead of time. Excellent communicator, and a very kind person. Great work!
Réponse du freelance


