I will import and clean your contacts into redtail crm

United States

I speak English

Your go to person for workflow automation

I'm Charlie, I help client to setup Redtail account, email automation and workflow, organize data, integrate email, redtail CRM for financial advisor, custom fields, data import and cleanup
About this Gig

Are you struggling to set up Redtail?

I'll set up, clean, and customize your Redtail account, I specialize in account set up, custom fields and categories.