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Português
$
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Ayomide B.
@ayomi_bos
CONSTRUCTION and NONPROFIT CRM SPECIALIST: MIGRATE, AUTOMATE and SETUP
Estados Unidos
Inglês, Francês
Sobre mim
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.
offline •
Tempo médio de resposta: 1 hora
Conheça meus serviços
Gerenciamento de CRM
I will houzz pro ai quickbooks callrail jobber procore claude companycam n8n roofr make
Gerenciamento de CRM
I will blackbaud bloomerang neon civicrm givebutter donorbox donorsnap zeffy bonterra
Portfólio
Experiência profissional
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
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areagencypro
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Ayomide built out a Slack alert system for us tied to Housecall Pro job completions, so our team gets notified right away with the customer name, job type, and technician whenever a job wraps up. He delivered ahead of schedule and caught a few things during testing I wouldn't have thought to check myself,...
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excelentspirit
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Ayomide set up a donation sync between our Givebutter peer to peer campaigns and our Bloomerang donor database so our team stops manually entering everything after every campaign. He clearly understands how nonprofit donor data actually behaves, catching real issues during testing I wouldn't have thought...
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bloomingviews
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Ayomide built a major gift alert straight out of Bloomerang for us, so our team actually knows right away when a significant donation comes in instead of finding out days later by checking Bloomerang manually. She caught real issues during testing that would've made the alert unreliable, a pledge in...
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excelentspirit
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Ayomide built out a Slack alert system for us tied to our CRM pipeline, so the team gets notified the moment a deal hits our final stage with the deal name, value, and assigned rep. He delivered ahead of schedule and caught a few things during testing I wouldn't have thought to check myself, an internal...
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danitabcl
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Ayomide migrated our donor contact list from Donorbox into Bloomerang and the level of care was honestly more than I expected for the scope. She caught duplicate donor records from old typos and checked with me before merging anything in Bloomerang instead of just guessing, and caught a refunded donation...
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