
Daniel Anderson
Real Estate and Construction CRM, JobTread, HubSpot, GHL, kvcore and Zoho Expert
Skills

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Work experience
CRM & Business Automation Specialist
WW Tech Ltd
Nov 2024 - Jul 2026 • 1 yr 8 mos
Freelance | Construction & Real Estate Set up and customized CRM systems for construction, contracting, real estate, and service-based businesses. Built automated workflows for lead management, follow-ups, scheduling, project coordination, and customer communication. Configured platforms including JobTread, Procore, ServiceTitan, Jobber, Housecall Pro, HubSpot, GoHighLevel, and Zoho. Connected business systems using Zapier and Make.com to eliminate repetitive manual tasks. Assisted with invoicing and financial workflows using QuickBooks and Xero. Optimized CRM pipelines, processes, integrations, and reporting to improve operational efficiency.