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david52762

David

@david52762

Virtual Assistant That Saves Time, Handles Tasks and Boosts Business Efficiency

United States
English
About me
You don’t need more tools, you need systems that actually work. I help entrepreneurs, coaches, and creators organize operations and eliminate wasted time through clear workflows, task management, automation, and simple dashboards. Everything is built to be easy, practical, and scalable. I work with you hands on until everything runs smoothly and you feel in control. If your business feels scattered, it’s a systems problem. I fix it. Ready to simplify and take back your time? Let’s get started.... Read more

Skills

d
david52762
David
Offline • 

See my services

CRM Management
I will setup lofty crm lofty idx website lofty smart plans lofty real estate lofty
From$10 / projectMore details
CRM Management
I will set up lofty crm lofty website design lofty website redesign lofty smart plan
From$5 / projectMore details

Portfolio

Work experience

Freelancer.com

CRM & Automation Specialist -BrightPath Consulting (brightpathconsulting.co)

Freelancer.com • Self-employed

Mar 2025 - Present • 1 yr 2 mos

I help businesses set up and optimize their CRM systems using Zoho to improve lead tracking, automate follow-ups, and increase conversions. I have worked with service-based businesses and small companies to streamline their sales processes and eliminate manual tasks. Worked on websites such as BrightPath Consulting (brightpathconsulting.co) where I integrated Zoho CRM with lead capture forms and automated client follow-ups.

Freelance_Web Designer

Freelance Web Designer

Self-employed • 2 yrs

Website & CRM Integration Specialist

May 2024 - Sep 2025 • 1 yr 4 mos

Focused on connecting websites with CRM systems to ensure seamless lead flow and data tracking. Built and integrated forms, landing pages, and automation systems for client acquisition. Worked on Elite Realty Group (eliterealtygroup.us) where I connected their website to Zoho CRM and set up automated lead assignment and tracking.

Zoho CRM Setup Consultant - ScaleUp Marketing (scaleupmarketing.io)

Aug 2023 - Apr 2024 • 8 mos

Provided CRM setup and customization services for growing businesses. Designed pipelines, automated workflows, and reporting dashboards to help clients track performance and close deals faster. Worked with ScaleUp Marketing (scaleupmarketing.io) to build a customized Zoho CRM system that improved their lead conversion process.