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Explorer
Fiverr Pro
Français
$
USD
Johanna Koch
@johanna_koch473
redtail expert
Allemagne
Allemand, Anglais, Français
À propos de moi
I am a professional CRM specialist dedicated to helping financial advisors and wealth management professionals streamline their business operations with Redtail CRM. I specialize in CRM setup, database organization, workflow automation, client management, task tracking, and process optimization. My goal is to help clients improve efficiency, maintain organized records, and create smoother workflows. I prioritize clear communication, attention to detail, and solutions tailored to each client's needs. Let me help you make your Redtail CRM more organized, efficient, and easier to manage.
Compétences
Johanna Koch
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Graphisme pour streamers
I will set up redtail CRM, client management, workflows and automation
