t
tola_digit

Tola D.

@tola_digit

CRM Expert

Australie
Anglais
Certaines informations sont présentées en anglais.
À propos de moi
Disconnected systems and manual follow-ups can cause missed consultations, duplicate data, delayed responses, and unnecessary admin work. I solve this by connecting your CRM platforms and creating practical workflows that keep your legal operations moving. What you’ll get: CRM setup, configuration Optimization CRM workflows Automation client onboarding workflows CRM integration & data synchronization Workflow troubleshooting & optimization attio, close io, servicetittan, kvcore, twillo, mycase, clio, monday crm, pioedrive, hubspot, zoho crm, suitedash, filevine, keap, jobtread, gohighlevel... Plus d’infos

Compétences

t
tola_digit
Tola D.
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Gestion de la relation client
I will do clio servicetitan jobtread crm automation suitedash keap twilio integration
Gestion de la relation client
I will setup lofty copper servicetitan crm integration kvcore keap pipedrive automation

Expérience professionnelle

Auchan_Retail

CRM Expert & Automation Specialist

Auchan Retail • Freelance

May 2024 - Present • 2 yrs 4 mos

Description: I help businesses set up, optimize, and automate their CRM systems to improve lead management, sales processes, customer communication, and overall workflow efficiency. My experience includes CRM setup and customization, pipeline management, contact organization, workflow automation, lead tracking, email automation, integrations, data migration, and troubleshooting. I work with platforms such as GoHighLevel, HubSpot, Salesforce, Zoho CRM, Monday.com, and Clio CRM. I focus on creating practical CRM systems that are organized, easy to manage, and aligned with each client's business processes. I also help businesses automate repetitive tasks, improve follow-ups, and maintain accurate customer data.