Workflow Solutions

Stephanie Dannebaum Consulting + Smart Kx

Discover the power of Smart Kx workflows with Redtail and Wealthbox – a new era in client billing management. 

Enhance Your CRM with Free Custom Smart Kx Workflows

Leveraging the expertise of Stephanie Dannebaum Consulting in workflow optimization, we offer free personalized solutions that cater specifically to your business needs. By integrating Smart Kx-designed workflows into your existing Redtail or Wealthbox CRM, you’ll experience a significant boost in daily operations efficiency, allowing you to focus more on your clients

Fill out the form, and SD Consulting will implement the following custom Smart Kx workflows into your Wealthbox or Redtail system for free.

Request your free workflows

Explore Our Full Range of Integrations

Discover how our growing suite of integrations can streamline your workflows and enhance efficiency.