Browse categories
Explore
Fiverr Pro
English
$
USD
Chris maria
@chris_maria89
RED TAIL
Germany
German, English, Spanish
About me
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.
Skills
Chris maria
Offline •
Average response time: 1 hour
See my services
Graphics for Streamers
I will configure redtail CRM for wealth managers and advisors
CRM Management
I will setup zoho CRM, zoho books, zoho desk, zoho creator and automation
