Finlay Leonard

@finlayleonard

CRM Client Workflow Automation Specialist

United Kingdom

English, German, French, Spanish, Italian

About me

Hello and welcome! I help businesses set up CRM systems and automations that make everyday work easier. I work with RadiusBob, HawkSoft, and EZLynx for insurance quotes, renewals, and client workflows. I also set up TrackerRMS, Recruiterflow, and PCRecruiter for recruiting and ATS automation. For service businesses, I configure Kickserv, ServiceM8, and Commusoft for quotes and invoices, while Practice Better and Healthie help with client intake and booking. Let’s get your system organized and working smoothly!... Read more

Skills