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Ayomide B.
@ayomi_bos
CONSTRUCTION and NONPROFIT CRM SPECIALIST: MIGRATE, AUTOMATE and SETUP
Estados Unidos
Inglés, Francés
Sobre mí
CONSTRUCTION & NONPROFIT CRM SPECIALIST | MIGRATE • AUTOMATE • SETUP
I'm a CRM Migration & Automation Specialist
helping businesses set up, migrate, and automate JobTread, ReSimpli, Pipedrive, Sierra Interactive, Housecall Pro, Bloomerang, Givebutter, Donorbox, Blackbaud, CiviCRM, Neon CRM and more.
I build CRM systems, workflows, pipelines, integrations, data migrations & automations using Make and Zapier to reduce manual work, save time, and keep your business organized.
Need your CRM migrated, automated, or set up right? Let's get it done.
Habilidades
Ayomide B.
desconectado •
Tiempo medio de respuesta: 1 hora
Revisa mis servicios
Gestión de CRM
I will houzz pro ai quickbooks callrail jobber procore claude companycam n8n roofr make
Gestión de CRM
I will blackbaud bloomerang neon civicrm givebutter donorbox donorsnap zeffy bonterra
Porfolio
Experiencia laboral
Jobtread Setup& Quickbooks / Google Sheets Migration Specialist
SLM Builders Inc • Freelance
Jun 2026 - Aug 2026 • 2 mos
Brought on to build a JobTread account from scratch for a construction company with no prior JobTread setup, migrating years of QuickBooks Desktop history and three active jobs previously tracked in Google Sheets. Scope covered 75 active vendors, 3 customers, and full historical budgets and expenses mapped to proper cost codes across three unevenly sized jobs, one carrying significantly more transaction history than the other two. Since the client ran QuickBooks Desktop rather than Online, sourced vendor lists, customer lasts, and the chart of accounts through exported reports rather than direct account access. Delivered a complete, correctly structured JobTread account ready for the client's team to operate from day one
JobTread Quoting & Margin Optimization Advisor
Skyline Construction • Freelance
Jun 2026 - Aug 2026 • 2 mos
Brought on as an ongoing systems and automation partner for a roofing and exterior construction company Led a phased engagement starting with a full audit of their JobTread account, followed by rebuilding cost groups, formulas, and selections that had previously been calculated manually and were prone to accuracy issues. Reviewed their existing QuickBooks Online connection to JobTread and mapped out integration Improvements Scoped and beyfan building automations across Gmail, Zapier, and Google Drive to reduce manual work across estimating, proposats, contracts, and permitting workflows. Worked with sensitive financial data under a read-only-first access model before expanding scope, and structured the engagement into funded milestones so the client could build trust in the work before committing further
12 Reseñas
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1-5 de 12 reseñas
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