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Explorer
Fiverr Pro
Français
$
USD
katrin jeager
@katrin_jeager
red tail
Allemagne
Allemand, Espagnol, Anglais
À propos de moi
I successfully configured and optimized Redtail CRM for a financial advisory business, creating a structured client management system that improved operational efficiency and client engagement. The project included CRM setup, contact organization, workflow automation, task management, data migration, and process optimization. By implementing customized workflows and automation, the business was able to streamline daily operations, improve follow-up consistency, and maintain organized client records.t.
Compétences
katrin jeager
hors ligne •
Voir mes services
Graphisme pour streamers
I will setup and optimize your redtail CRM workflow automation
