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Ontdekken
Fiverr Pro
Nederlands
$
USD
katrin jeager
@katrin_jeager
red tail
Duitsland
Duits, Spaans, Engels
Over mij
I successfully configured and optimized Redtail CRM for a financial advisory business, creating a structured client management system that improved operational efficiency and client engagement. The project included CRM setup, contact organization, workflow automation, task management, data migration, and process optimization. By implementing customized workflows and automation, the business was able to streamline daily operations, improve follow-up consistency, and maintain organized client records.t.
Skills
katrin jeager
offline •
Bekijk mijn diensten
Grafisch streamdesign
I will setup and optimize your redtail CRM workflow automation
