
Daniel John
CRM, Automation And Project Management Expert
Habilidades

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Portfólio
Experiência profissional
Zoho One Implementation Specialist
Business Atelier • Freelance
May 2025 - Present • 1 yr
Led full Zoho One suite implementations for business clients, covering Zoho CRM, Zoho Books, Zoho People, Zoho Desk, and Zoho Campaigns. Responsible for requirement gathering, system configuration, cross-app workflow automation using Zoho Flow, and post-deployment support. Worked with clients in real estate, consulting, and e-commerce to build scalable CRM systems aligned with their sales and operations processes.
CRM Consultant & Automation Specialist
Tech Cloud • Freelance
Nov 2024 - May 2025 • 6 mos
Provided CRM setup and automation services to small and medium businesses across multiple industries. Configured and customized Zoho One, Zoho CRM, HubSpot, and Pipedrive for clients, built automated workflows that reduced manual tasks by up to 70%, and integrated third-party tools including Zapier, Stripe, and Calendly. Delivered data migration, system documentation, and team training for every project.
Project Management & CRM Workflow Consultant
Wearbraga • Freelance
Jun 2024 - Dec 2024 • 6 mos
Helped growing businesses set up and optimize their project management and CRM workflows using Monday.com, HoneyBook, and Pipedrive. Built custom Monday.com boards for marketing agencies, configured HoneyBook automation for service-based businesses, and designed Pipedrive sales pipelines for B2B teams. Also handled CRM data migration, onboarding documentation, and live team training sessions.
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lelahmante

Estados Unidos
Daniel really knows his stuff. He took the time to understand exactly how our agency operates before touching anything, which made a big difference. The CRM is set up cleanly, the pipeline matches our workflow perfectly, and the email notifications are working exactly as discussed. He also flagged a...
janyglover

Estados Unidos
Honestly did not expect this level of service for the price. Daniel took time to understand my business before starting anything, asked the right questions and set everything up exactly the way I needed it. The CRM pipeline is clean, Gmail sync is working smoothly and the lead form is already live on...
