CRM System Specialist (Dubsado and Click-up)

CRM System Specialist (Dubsado and Click-up) for an Immigration Consultancy

Full set-up of Dubsado account and integrate it with click-up.

• Dubsado account set up
• Canned emails set up
• Package and services
• Questionnaire and form set up
• Invoice and proposal set up
• workflow/Automation
• Appointment schedule
• Payment Schedule
• Integration
• Teach our staff to use the system