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Fiverr Pro
Français
$
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Chris maria
@chris_maria89
RED TAIL
Allemagne
Allemand, Anglais, Espagnol
À propos de moi
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.
Compétences
Chris maria
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Graphisme pour streamers
I will configure redtail CRM for wealth managers and advisors
Gestion de la relation client
I will setup zoho CRM, zoho books, zoho desk, zoho creator and automation
