
Tba M
Construction CRM Migration Automation Expert
Skills

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Work experience
Construction CRM Migration & Automation Specialist
Solutions • Self-employed
Jan 2022 - Present • 4 yrs 7 mos
Managed complete CRM migration and implementation projects for construction companies, roofing contractors, remodelers, and field service businesses. Specialized in transferring customer records, contacts, estimates, bids, proposals, projects, schedules, work orders, invoices, purchase orders, documents, photos, vendors, subcontractors, custom fields, financial data, and historical project information between Buildertrend, Procore, JobTread, JobNimbus, Contractor Foreman, Bitrix24, Autodesk Construction Cloud, and AccuLynx. Performed detailed data audits, field mapping, duplicate cleanup, and validation to ensure migration accuracy while minimizing operational downtime. Configured workflows, project pipelines, scheduling tools, dashboards, automations, notifications, permissions, and reporting systems tailored to each company's operational processes. Integrated CRM platforms with QuickBooks, Google Workspace, Microsoft 365, Zapier, Make.com, DocuSign, and other business applications to streamline construction management. Delivered scalable CRM environments that improved project visibility, communication, estimating efficiency, and team collaboration while reducing manual administrative work and supporting long-term business growth.