Debby Tenny

@debby_tenny

red tail

Germany

German, English, Spanish

About me

Hello! I'm a professional CRM specialist with expertise in Redtail CRM setup, customization, automation, data migration, and workflow optimization. I help financial advisors, wealth management firms, and businesses streamline client management, improve productivity, and automate repetitive tasks. My services include CRM implementation, contact organization, workflow creation, calendar management, reporting, integrations, troubleshooting, and ongoing support.... Read more

Skills