Daniela Costa

@danielacosta112

CRM Client Onboarding Automation Specialist

Spanje

Engels, Duits, Frans, Spaans

Sommige informatie wordt in het Engels weergegeven.

Over mij

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!... Lees meer

Skills