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Erik Coleman
@coleman_erik
CRM and automation specialist
Royaume-Uni
Anglais
À propos de moi
Hi, I'm Erik, a CRM and automation specialist. I help law firms, therapists, and wellness businesses optimize Clio, PracticePanther, SimplePractice, and Mindbody. My services include CRM setup, customization, workflow automation, intake forms, scheduling, invoicing, data migration, and integrations with Zapier and Make.com. I build efficient systems that save time, reduce manual work, and improve your client experience.
Compétences
Erik Coleman
hors ligne •
Voir mes services
Gestion de la relation client
I will setup practicepanther legal CRM, intake forms, and case workflows
Gestion de la relation client
I will setup clio grow, clio manage and legal CRM automation
