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Fiverr Pro
Deutsch
$
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Chris maria
@chris_maria89
RED TAIL
Deutschland
Deutsch, Englisch, Spanisch
Über mich
Hello! I'm a CRM specialist dedicated to helping financial advisors, wealth managers, insurance professionals, and financial firms streamline their operations with Redtail CRM. I specialize in CRM setup, customization, workflow automation, contact management, data migration, calendar integration, reporting, and ongoing system optimization.
Kompetenzen
Chris maria
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
Grafiken für Streamer
I will configure redtail CRM for wealth managers and advisors
CRM-Management
I will setup zoho CRM, zoho books, zoho desk, zoho creator and automation
