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Fiverr Pro
Português
$
USD
Chris maria
@chris_maria89
RED TAIL
Alemanha
Alemão, Inglês, Espanhol
Sobre mim
Hello! I'm a CRM specialist dedicated to helping financial advisors, wealth managers, insurance professionals, and financial firms streamline their operations with Redtail CRM. I specialize in CRM setup, customization, workflow automation, contact management, data migration, calendar integration, reporting, and ongoing system optimization.
Habilidades
Chris maria
offline •
Tempo médio de resposta: 1 hora
Conheça meus serviços
Ilustração para Streamers
I will configure redtail CRM for wealth managers and advisors
Gerenciamento de CRM
I will setup zoho CRM, zoho books, zoho desk, zoho creator and automation
