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Ontdekken
Fiverr Pro
Nederlands
$
USD
Chris maria
@chris_maria89
RED TAIL
Duitsland
Duits, Engels, Spaans
Over mij
Hello! I'm a CRM specialist dedicated to helping financial advisors, wealth managers, insurance professionals, and financial firms streamline their operations with Redtail CRM. I specialize in CRM setup, customization, workflow automation, contact management, data migration, calendar integration, reporting, and ongoing system optimization.
Skills
Chris maria
offline •
Gemiddelde reactietijd: 1 uur
Bekijk mijn diensten
Grafisch streamdesign
I will configure redtail CRM for wealth managers and advisors
CRM-management
I will setup zoho CRM, zoho books, zoho desk, zoho creator and automation
