d
dan_estat55

Daniel Trey

@dan_estat55

CRM EXPERT

United States
English, French, German
About me
⭐⭐⭐⭐⭐ “Daniel transformed our workflow and automation systems. Everything runs smoother, faster, and with less manual work!” Hi, I’m Daniel, a CRM & business automation specialist helping service and construction businesses streamline operations using JobTread, ServiceTitan, HubSpot, GoHighLevel, Zoho, Procore, Jobber, BookingKoala, Housecall Pro, Xero, QuickBooks, Zapier, Make.com, and more. I specialize in CRM setup, workflow automation, integrations, invoicing, scheduling, lead management, and process optimization to save time, reduce errors, and keep your business running efficiently.... Read more

Skills

d
dan_estat55
Daniel Trey
Offline • 

See my services

CRM Management
I will jobtread bookingkoala hcp resimpli hubspot hvac servicetitan slack procore make
From$15 / projectMore details
CRM Management
I will jobtread housecall proline servicetitan dripjobs houzz fieldedge comapanycam crm
From$10 / projectMore details

Work experience

JJ_Capital Investments

CRM & Business Automation Specialist | Freelance

JJ Capital Investments

Apr 2023 - May 2026 • 3 yrs 1 mo

Set up and optimized CRM systems for service and construction businesses. Built automated workflows for leads, sales, scheduling, follow-ups, invoicing, and customer management. Integrated platforms using Make.com, Zapier, APIs, and webhooks. Worked with JobTread, ServiceTitan, HubSpot, GoHighLevel, Zoho, Procore, Jobber, BookingKoala, Housecall Pro, Xero, and QuickBooks. Troubleshot existing CRM systems and improved inefficient workflows. Created custom dashboards, pipelines, templates, notifications, and team workflows. Helped businesses reduce repetitive manual tasks, improve organization, and streamline day-to-day operations.