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mikelcrmedit
@mikelcrmedit
Certified CRM Automation and Integration Expert
United Kingdom
English, Spanish, French, German
About me
CRM & Automation Specialist helping financial institutions, insurance agencies, banks, advisors, and growing businesses streamline operations through smart CRM solutions. Experienced with Salesforce, Microsoft Dynamics, Temenos, Bitrix24, Zoho, Monday CRM, Freshsales, Insightly, Vtiger, Capsule CRM, Podio, Redtail CRM, Streak, and Pipeliner CRM. I specialize in CRM setup, workflow automation, integrations, lead management, sales pipelines, reporting dashboards, data migration, and business process optimization that improves efficiency, productivity, and growth.
Skills
mikelcrmedit
Offline •
Average response time: 1 hour
See my services
CRM Management
I will do financial salesforce microsoft dynamics temenos copper creatio CRM bitrix24
CRM Management
I will setup mankpoint zoho freshsales workflow suitecrm apptivo monday CRM automation
