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@scoutben

GIVEBUTTER, REAL ESTATE CRM AND WORKFLOW AUTOMATION SPECIALIST

Reino Unido
Español, Alemán, Inglés, Francés
Parte de la información aparece en idioma inglés.
Sobre mí
Hello, CRM Automation & Business Systems Expert specializing in Givebutter, Real Estate CRM, Client Portals, and Workflow Automation. I help businesses set up and optimize platforms like Givebutter, Top Producer, Wise Agent, SuiteDash, Bonsai, and Propertybase. My expertise includes donation forms, fundraising events, donor CRM integration, smart plan automation, client portals, contracts, invoices, IDX integration, custom objects, lead routing, and workflow solutions. Ready to automate and grow your business? Let’s build your ideal workflow today.... Lee más

Habilidades

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desconectado • 

Experiencia laboral

Self_Employed

CRM & Business Automation Specialist

Self Employed • Freelance

May 2026 - Present3 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.