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English
$
USD
Johanna Koch
@johanna_koch473
redtail expert
Germany
German, English, French
About me
I am a professional CRM specialist dedicated to helping financial advisors and wealth management professionals streamline their business operations with Redtail CRM. I specialize in CRM setup, database organization, workflow automation, client management, task tracking, and process optimization. My goal is to help clients improve efficiency, maintain organized records, and create smoother workflows. I prioritize clear communication, attention to detail, and solutions tailored to each client's needs. Let me help you make your Redtail CRM more organized, efficient, and easier to manage.
Skills
Johanna Koch
Offline •
Average response time: 1 hour
See my services
Graphics for Streamers
I will set up redtail CRM, client management, workflows and automation
