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Fiverr Pro
Deutsch
$
USD
Thiago
@tinacrm
CERTIFIED CRM EXPERT
Kanada
Französisch, Deutsch, Spanisch, Englisch
Über mich
I’m a CRM automation specialist helping financial advisors, wealth managers, and professional service businesses build organized, reliable CRM systems. I work with Redtail, Wealthbox, Wealthserv, Advisor360, SmartOffice, MoneyGuide, Practifi, Creatio, Copper, Microsoft Dynamics 365, RightCapital, Elements, Nimble, Holistiplan, Capsule, and other industry-specific platforms. From CRM setup and customization to workflow automation, integrations, data organization, and process optimization, I focus on creating systems that save time, improve client follow-up, and make daily operations easier
Kompetenzen
Thiago
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
CRM-Management
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CRM-Management
I will setup redtail speak CRM automation advisor360 smartoffice moneyguide precisefp
