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katrin jeager
@katrin_jeager
red tail
Germany
German, Spanish, English
About me
I successfully configured and optimized Redtail CRM for a financial advisory business, creating a structured client management system that improved operational efficiency and client engagement. The project included CRM setup, contact organization, workflow automation, task management, data migration, and process optimization. By implementing customized workflows and automation, the business was able to streamline daily operations, improve follow-up consistency, and maintain organized client records.t.
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katrin jeager
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Graphics for Streamers
I will setup and optimize your redtail CRM workflow automation
