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Finlay Leonard
@finlayleonard
CRM Client Workflow Automation Specialist
Royaume-Uni
Anglais, Allemand, Français, Espagnol, Italien
À propos de moi
Hello and welcome! I help businesses set up CRM systems and automations that make everyday work easier. I work with RadiusBob, HawkSoft, and EZLynx for insurance quotes, renewals, and client workflows. I also set up TrackerRMS, Recruiterflow, and PCRecruiter for recruiting and ATS automation. For service businesses, I configure Kickserv, ServiceM8, and Commusoft for quotes and invoices, while Practice Better and Healthie help with client intake and booking. Let’s get your system organized and working smoothly!
Compétences
Finlay Leonard
hors ligne •
Voir mes services
Gestion de la relation client
I will setup practice better healthie client intake booking automation
Gestion de la relation client
I will setup kicksery servicem8 commusoft crm quote invoice automation
