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Fiverr Pro
Italiano
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USD
Oliver B
@oliver_benl
CRM Setup Automation Expert for Business Management Platforms
Regno Unito
Inglese, Irlandese, Lingua cornica, Arabo, Spagnolo, Cinese, Bengali, Urdu
Chi sono
Hi, welcome! I help businesses turn complex CRM and management platforms into organized systems that support better client communication, billing, workflows, records, and daily operations. My experience covers accounting and tax firms, childcare providers, s using platforms such as TaxDome, Karbon, SmartVault, Procare, brightwheel, GrowthZone, Fonteva, and WildApricot. I focus on accurate setup, workflow automation, integrations, data organization, and practical systems. Message me with your platform and goals, and let’s discuss the right setup for your business.
Competenze
Oliver B
offline •
Consulta i miei servizi
Assistenza generale
I will be crm business manager, virtual assistant developer
Gestione CRM
I will ignition canopy financial cent jetpack workflow practice ignition taxdome karbon
Esperienza lavorativa
CRM & Business Automation Specialist
BestGlobalOnlineSales • Freelance
May 2023 - Mar 2026 • 2 yrs 10 mos
Set up and configured CRM platforms for businesses across professional services, accounting, finance, real estate, childcare, and membership organizations. Built automated workflows for client onboarding, follow-ups, task management, reminders, lead nurturing, and internal processes. Configured platforms including Practice Ignition, TaxDome, Karbon, SmartVault, Liscio, Firm360, Client Hub, Redtail, Xero, Procare, brightwheel, GrowthZone, Fonteva, WildApricot, and related business management systems. Organized client records, pipelines, forms, documents, tasks, contacts, and communication workflows. Connected CRM systems with third-party applications to improve data flow and reduce repetitive administrative work.
