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Entdecken
Fiverr Pro
Deutsch
$
USD
Clara Wagner
@clara_wagner26
REDTAIL EXPERT
Deutschland
Deutsch, Englisch, Italienisch
Über mich
Hi, I’m Clara, a CRM specialist focused on helping financial advisors organize and optimize their Redtail CRM systems. I can assist with Redtail setup, client and contact organization, custom fields, workflows, activities, data cleanup, and CRM optimization. My approach is practical, detail-focused, and tailored to your existing workflow. Whether you’re setting up Redtail for the first time or improving an existing system, I’m here to help you create a cleaner, more efficient client-management process.
Kompetenzen
Clara Wagner
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
Grafiken für Streamer
I will set up and customize redtail CRM for financial advisors
Website-Builder-Design
I will build squarespace website landing page for coaching wellness brand online course
