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tola_digit

Tola D.

@tola_digit

CRM Expert

Austrália
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
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... Saiba mais

Habilidades

t
tola_digit
Tola D.
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Gerenciamento de CRM
I will do clio servicetitan jobtread crm automation suitedash keap twilio integration
Gerenciamento de CRM
I will setup lofty copper servicetitan crm integration kvcore keap pipedrive automation

Experiência profissional

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.