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.
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