o
oliver_benl

Oliver B

@oliver_benl

CRM Setup Automation Expert for Business Management Platforms

Reino Unido
Inglês, Irlandês, Córnico, Árabe, Espanhol, Chinês, Bengali, Urdu
Algumas informações são exibidas no idioma inglês.
Sobre mim
Hi, welcome! I help businesses turn complex CRM and management platforms into organized systems that support better client communication, billing, workflows, records, and daily operations. My experience covers accounting and tax firms, childcare providers, s using platforms such as TaxDome, Karbon, SmartVault, Procare, brightwheel, GrowthZone, Fonteva, and WildApricot. I focus on accurate setup, workflow automation, integrations, data organization, and practical systems. Message me with your platform and goals, and let’s discuss the right setup for your business.... Saiba mais

Habilidades

o
oliver_benl
Oliver B
offline • 

Conheça meus serviços

Assistência geral
I will be crm business manager, virtual assistant developer
A partir deUS$ 5 /projetoMais detalhes
Gerenciamento de CRM
I will ignition canopy financial cent jetpack workflow practice ignition taxdome karbon
A partir deUS$ 60 /projetoMais detalhes

Experiência profissional

BestGlobalOnlineSales

CRM & Business Automation Specialist

BestGlobalOnlineSales • Freelance

May 2023 - Mar 2026 • 2 yrs 10 mos

Set up and configured CRM platforms for businesses across professional services, accounting, finance, real estate, childcare, and membership organizations. Built automated workflows for client onboarding, follow-ups, task management, reminders, lead nurturing, and internal processes. Configured platforms including Practice Ignition, TaxDome, Karbon, SmartVault, Liscio, Firm360, Client Hub, Redtail, Xero, Procare, brightwheel, GrowthZone, Fonteva, WildApricot, and related business management systems. Organized client records, pipelines, forms, documents, tasks, contacts, and communication workflows. Connected CRM systems with third-party applications to improve data flow and reduce repetitive administrative work.