Browse categories
Explore
Fiverr Pro
English
$
USD
Daniela Costa
@danielacosta112
CRM Client Onboarding Automation Specialist
Spain
English, German, French, Spanish
About me
Hello and welcome! I help businesses get their CRM and automation set up in a way that makes everyday work easier. I can set up REsimpli for lead follow-ups, Vagaro, Boulevard, and Mindbody for bookings and customer retention, and Wealthbox, Redtail, and AdvisorEngine for client onboarding. I also work with Bloomerang, Neon CRM, and DonorPerfect to organize donor information and follow-ups. My goal is to keep your system simple, organized, and easy to use. Let’s get started!
Skills
Daniela Costa
Offline •
See my services
CRM Management
I will automate bloomerang neon crm donorperfect nonprofit crm donor follow up
CRM Management
I will setup wealthbox redtail advisorengine advisor crm client onboarding workflows
