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JOSHUA
@jocrmsavvy
PROFESSIONAL INSURANCE CRM EXPERT
États-Unis
Anglais, Français, Espagnol, Allemand
À propos de moi
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Compétences
JOSHUA
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Gestion de la relation client
I will do insurance crm kizen nextagency simla liondesk intelisis veritouch blinq koban
Gestion de la relation client
I will setup navu veripack ziniee bigin crm ezlynx omnisconn optinfix ams360 hawksoft
Expérience professionnelle
CRM Setup and Configuration Specialist
Fiverr • Freelance
Feb 2020 - Present • 6 yrs 8 mos
I specialize in CRM setup, configuration, customization, and workflow automation for businesses seeking to improve customer management and operational efficiency. My services include CRM account setup, contact database organization, lead management, sales pipeline configuration, task management, follow-up reminders, supported integrations, and dashboard reporting. I help businesses organize their workflows, manage customer relationships, track sales opportunities, and reduce repetitive administrative tasks. My areas of interest include insurance CRM systems, agency management platforms, and general business CRM solutions. My focus is on providing practical CRM solutions tailored to each client's business goals and software capabilities.
