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Fiverr Pro
Deutsch
$
USD
Tola D.
@tola_digit
CRM Expert
Australien
Englisch
Über mich
Disconnected systems and manual follow-ups can cause missed consultations, duplicate data, delayed responses, and unnecessary admin work. I solve this by connecting your CRM platforms and creating practical workflows that keep your legal operations moving.
What you’ll get:
CRM setup, configuration
Optimization
CRM workflows
Automation
client onboarding workflows
CRM integration & data synchronization
Workflow troubleshooting & optimization
attio, close io, servicetittan, kvcore, twillo, mycase, clio, monday crm, pioedrive, hubspot, zoho crm, suitedash, filevine, keap, jobtread, gohighlevel
Kompetenzen
Tola D.
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
CRM-Management
I will do clio servicetitan jobtread crm automation suitedash keap twilio integration
CRM-Management
I will setup lofty copper servicetitan crm integration kvcore keap pipedrive automation
Arbeitserfahrung
CRM Expert & Automation Specialist
Auchan Retail • Freiberufler
May 2024 - Present • 2 yrs 4 mos
Description: I help businesses set up, optimize, and automate their CRM systems to improve lead management, sales processes, customer communication, and overall workflow efficiency. My experience includes CRM setup and customization, pipeline management, contact organization, workflow automation, lead tracking, email automation, integrations, data migration, and troubleshooting. I work with platforms such as GoHighLevel, HubSpot, Salesforce, Zoho CRM, Monday.com, and Clio CRM. I focus on creating practical CRM systems that are organized, easy to manage, and aligned with each client's business processes. I also help businesses automate repetitive tasks, improve follow-ups, and maintain accurate customer data.
