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oliver_benl

Oliver B

@oliver_benl

CRM Setup Automation Expert for Business Management Platforms

Verenigd Koninkrijk
Engels, Iers, Cornish, Arabisch, Spaans, Chinees, Bengaals, Urdu
Sommige informatie wordt in het Engels weergegeven.
Over mij
Hi, welcome! I help businesses turn complex CRM and management platforms into organized systems that support better client communication, billing, workflows, records, and daily operations. My experience covers accounting and tax firms, childcare providers, s using platforms such as TaxDome, Karbon, SmartVault, Procare, brightwheel, GrowthZone, Fonteva, and WildApricot. I focus on accurate setup, workflow automation, integrations, data organization, and practical systems. Message me with your platform and goals, and let’s discuss the right setup for your business.... Lees meer

Skills

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oliver_benl
Oliver B
offline • 

Bekijk mijn diensten

Algemene assistentie
I will be crm business manager, virtual assistant developer
VanafUS$ 5 / projectMeer informatie
CRM-management
I will ignition canopy financial cent jetpack workflow practice ignition taxdome karbon
VanafUS$ 60 / projectMeer informatie

Werkervaring

BestGlobalOnlineSales

CRM & Business Automation Specialist

BestGlobalOnlineSales • Freelance

May 2023 - Mar 2026 • 2 yrs 10 mos

Set up and configured CRM platforms for businesses across professional services, accounting, finance, real estate, childcare, and membership organizations. Built automated workflows for client onboarding, follow-ups, task management, reminders, lead nurturing, and internal processes. Configured platforms including Practice Ignition, TaxDome, Karbon, SmartVault, Liscio, Firm360, Client Hub, Redtail, Xero, Procare, brightwheel, GrowthZone, Fonteva, WildApricot, and related business management systems. Organized client records, pipelines, forms, documents, tasks, contacts, and communication workflows. Connected CRM systems with third-party applications to improve data flow and reduce repetitive administrative work.