
Daniel J
Level 1
Real Estate and Nonprofit CRM Wizard Who Automates the Boring Stuff
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Portfólio
Experiência profissional
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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areagencypro

Alemanha
Our bookkeeper used to spend the first days of every month digging through sync errors from ServiceTitan and QuickBooks, and Dave turned that into a short, readable list. He set up Zapier to collect the errors and Claude to explain each one in plain English with the exact fix, and he was careful to remove...
excelentspirit

Estados Unidos
Our technicians had been spotting remodel opportunities for years without any way to pass them along, so most of them disappeared into ServiceTitan job notes. Daniel set up Claude to read our completed ServiceTitan jobs, flag the real opportunities, and create a lead in Buildertrend for our remodel team....
areagencypro

Alemanha
We run a moving company on four phone platforms, RingCentral, Aircall, Dialpad, and Twilio, and I could not figure out which one to consolidate onto before summer. Dave did not just guess. His decision memo showed we were being billed for five inactive Aircall seats, that Dialpad already had call transcription...
areagencypro

Alemanha
Daniel automated our closed deal to SkySlope transaction file creation, pulling straight from Follow Up Boss so our compliance team isn't manually typing every property address and closing date by hand anymore. He caught real issues during testing that actually matter for a compliance document, an unformatted...
excelentspirit

Estados Unidos
After several acquisitions, we had four phone systems, RingCentral, Aircall, Dialpad, and Twilio, and kept missing customer calls. Daniel audited everything without affecting our live lines and identified the exact issues, from broken after-hours routing to a dead webhook and deleted user. His clear...


