Kyle B

@kyle_b001

Red tail

Germany

German, English, Spanish

About me

Helping financial advisors and wealth management firms streamline operations through expert CRM solutions. I specialize in Redtail CRM setup, customization, workflow automation, data migration, integrations, and ongoing CRM optimization that improve efficiency and client management. Whether you're launching Redtail for the first time, migrating from another CRM, or looking to automate repetitive tasks, I deliver reliable, detail-oriented solutions tailored to your business goals. My focus is on creating organized systems that save time, enhance productivity, and support long-term growth.... Read more

Skills