CRM SetSHape Specialist

We are seeking a detail-oriented and tech-savvy Virtual Assistant with experience in managing SetShape CRM to help streamline our client management processes.

Key Responsibilities:

Manage and maintain the SetShape CRM, ensuring all client data is accurate and up-to-date.
Monitor and update client interactions within the CRM, ensuring timely follow-ups and task completion.
Generate reports and analyze CRM data to provide insights for business decisions.
Assist in the creation and management of automated workflows within SetShape.
Coordinate with other team members to ensure seamless communication and task management.
Handle client inquiries and communications through the CRM, maintaining a high level of professionalism.
Perform data entry and ensure the integrity of information within the CRM.
Support the sales team with CRM-related tasks, such as lead management and tracking.
Provide training and support to team members on best practices for using SetShape CRM.
Assist with additional administrative tasks as needed.
Also, Im growing my mortgage lending / real estate team as well as my Passion Project of a Non-Profit. we need much assistance and i would like to help you and support you and your family to the most beautiful stress fre life possible. when replying please answer the following:
what are some of your skills related to Mortgage and real estate industry? marketing? client rentention? creativity? social media? basically what do you love to do and lets focus on that? i have 3 businesses so im sure we can connect some way :)