Finlay Leonard

@finlayleonard

CRM Client Workflow Automation Specialist

Regno Unito

Inglese, Tedesco, Francese, Spagnolo, Italiano

Alcune informazioni sono riportate in lingua inglese.

Chi sono

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!... Continua a leggere

Competenze