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wilson_bridget0

Wilson

@wilson_bridget0

CERTIFIED CRM AGENCY

Royaume-Uni
Anglais, Français, Arabe
Certaines informations sont présentées en anglais.
À propos de moi
Hi, I'm Wilson CRM automation specialist focused on insurance agencies. I help agencies fix, clean up, and automate their CRMs (HawkSoft, AMS360, EZLynx, AgencyBloc) and connect them to lead sources and follow-up tools using Zapier, Make.com, and direct API integrations. Whether your CRM is a mess of duplicates and missed renewals, or your leads are scattered across five different tools with no automation, I fix it so nothing slips through the cracks. I respond fast, deliver on time, and won't take a job I can't do well. Message me happy to give you a quick honest assessment before you order.... Plus d’infos

Compétences

w
wilson_bridget0
Wilson
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Gestion de la relation client
I will build insurance agency lead management sales pipelines with better agency ezlynx
De30 $US / projetPlus de détails
Gestion de la relation client
I will insurance CRM renewal client retention policy follow ups applied epic ams3
De30 $US / projetPlus de détails

Expérience professionnelle

TEC_GLOVES

Freelance CRM & Automation Specialist

TEC GLOVES • Indépendant

Oct 2024 - Dec 2025 • 1 yr 2 mos

Provided CRM setup, workflow automation, and web development services to small businesses through direct client outreach. Worked across platforms including CRM systems, Zapier, and Make.com to build automated lead capture, follow-up, and data-sync workflows, alongside custom website and landing page builds. Focused on eliminating manual processes and helping clients respond to leads faster.