
Daniel J
Real Estate and Nonprofit CRM Wizard Who Automates the Boring Stuff
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Experiencia laboral
CRM & Project Management Specialist | Digital Operations Solutions
DDKN LIMITED
Jan 2022 - Feb 2026 • 4 yrs 1 mo
Set up and customized CRM systems for businesses and nonprofit organizations. Built sales pipelines, workflows, automations, dashboards, and reporting systems. Integrated CRM platforms with marketing, communication, and project management tools. Managed data migration, contact organization, and system optimization. Built project management systems for task tracking, team collaboration, and client workflows. Improved business processes through automation and streamlined CRM solutions.
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excelentspirit

Estados Unidos
The Bloomerang review uncovered more than expected, but Daniel made everything feel clear and manageable. He traced duplicate records to a specific two-year period, spotted an outdated campaign segment still affecting reporting, and caught deceased donors being included in general counts. His writeup...
areagencypro

Alemania
Daniel connected Roofr to JobTread for us so accepted proposals automatically create the matching job instead of someone manually re-entering everything by hand, with QuickBooks invoicing planned as the next phase once this piece proved out. He caught real issues during testing that would've caused problems...
excelentspirit

Estados Unidos
Daniel built out a lead sync between GoHighLevel and Follow Up Boss for our real estate team, and he delivered ahead of schedule with real care put into testing. He caught several issues I wouldn't have thought to check myself, an email formatting mismatch that was causing duplicate contacts, a missing...


