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Daniela Costa
@danielacosta112
CRM Client Onboarding Automation Specialist
Spanien
Englisch, Deutsch, Französisch, Spanisch
Über mich
Hello and welcome! I help businesses get their CRM and automation set up in a way that makes everyday work easier. I can set up REsimpli for lead follow-ups, Vagaro, Boulevard, and Mindbody for bookings and customer retention, and Wealthbox, Redtail, and AdvisorEngine for client onboarding. I also work with Bloomerang, Neon CRM, and DonorPerfect to organize donor information and follow-ups. My goal is to keep your system simple, organized, and easy to use. Let’s get started!
Kompetenzen
Daniela Costa
offline •
Meine Dienstleistungen
CRM-Management
I will automate bloomerang neon crm donorperfect nonprofit crm donor follow up
CRM-Management
I will setup wealthbox redtail advisorengine advisor crm client onboarding workflows
