Kastrina J.

@jasmine_katrina

RED TAIL

Schweiz

Deutsch, Spanisch, Französisch, Bündnerromanisch, Englisch

Einige Informationen werden in englischer Sprache angezeigt.

Über mich

I’m a CRM and automation specialist helping financial advisors, wealth managers, insurance professionals, and growing businesses build organized, efficient, and scalable client-management systems. I specialize in Redtail CRM setup, customization, workflow automation, contact organization, client follow-ups, task management, CRM optimization, and third-party integrations. My goal is to turn complicated or underused CRM systems into practical workflows that save time and keep your client management organized.... Mehr lesen

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