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isaiah_thony

Daniel

@isaiah_thony

Business Automation and CRM Specialist

Canada
English, Spanish, German, Arabic, French
About me
I’m Daniel, a business automation and CRM specialist helping businesses streamline operations, automate repetitive tasks, and build systems that support growth. I specialize in CRM setup, workflow automation, email marketing, AI automation, and business process optimization across platforms like Klaviyo, MailerLite, Attio, Clio, Filevine, Lawmatics, Pipedrive, Zendesk, Gorgias, and Freshdesk. From ecommerce automation and lead management to client intake, support workflows, and CRM integrations, I build practical systems that save time, improve efficiency, and help businesses operate at scale.... Read more

Skills

i
isaiah_thony
Daniel
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will set up attio CRM, clio, filevine, lawmatics and automate law firm workflows
From$20 / projectMore details
CRM Management
I will setup zendesk gorgias pipedrive freshdesk CRM support ai agent chatbot shopify
From$30 / projectMore details

Portfolio

Work experience

Self_Employed

Senior Zoho Solutions Architect

Self Employed • Freelance

Jan 2026 - Present • 9 mos

Designed and implemented end-to-end business solutions using the Zoho ecosystem. Specialized in Zoho CRM, Books, Inventory, Campaigns, Forms, Analytics, Creator, Commerce, Sites, and Deluge. Built automated sales pipelines, approval workflows, custom applications, dashboards, and API integrations that streamlined operations, improved reporting accuracy, and increased team productivity for businesses across multiple industries.

Zoho CRM & Business Automation Consultant

Consulting • Part-time

Jun 2024 - Dec 2024 • 6 mos

Consulted with businesses to implement and optimize Zoho CRM and related applications. Designed sales pipelines, lead management processes, email marketing automation with Zoho Campaigns, inventory and accounting workflows, and custom reports. Delivered scalable solutions that reduced manual tasks, improved customer management, and provided actionable business insights.