
Tosin A
REAL ESTATE HVAC LAW FIRM CRM SPECIALIST
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Experiência profissional
Real Estate CRM Specialist
Real Estate Specialists • Freelance
Apr 2026 - Apr 2026 • 0 mos
Set up and managed LionDesk CRM for a residential real estate team, building automated drip campaigns for buyer and seller leads. Configured Wise Agent to handle transaction coordination and client follow-up after closing. Created a lead capture funnel using Carrot for the team's investor-focused landing pages, helping convert more website visitors into qualified leads.
Upwork
Freelance • 1 mo
Field Service Operations Coordinator
Mar 2026 - Mar 2026 • 0 mos
Worked with a multi-crew HVAC company to implement ServiceTitan for job scheduling, dispatch, and technician routing. Built digital quoting templates and automated invoicing workflows that reduced billing delays significantly. Integrated QuickBooks with ServiceTitan so payments and job costing synced automatically without manual entry.
Legal Intake & Case Management Coordinator
Feb 2026 - Mar 2026 • 1 mo
Supported a small law firm in setting up Clio for case management, client intake, and billing. Configured automated intake forms and follow-up sequences so new leads were contacted within minutes instead of days. Set up DocuSign integration for client agreements, cutting the average signing turnaround from days to hours.