Google Sheet CRM Development for Insurance Broker
Budget: $30 – $250 CAD
I need a tailored Google Sheet CRM for my insurance broker company. Currently, we're managing our contacts and leads on Google Sheets, but the system isn't optimized for our needs.
Key Features:
- Contact Management: The CRM should help us keep track of our clients' details such as their name, phone number, and email address.
- Lead Tracking: We need to manage potential clients effectively; the CRM should help us track their status.
- Policy Tracking: It's crucial for us to keep tabs on the policies we're maintaining for each client.
Ideal Skills:
- Extensive experience in developing CRM systems, preferably on Google Sheets.
- Proficiency in setting up comprehensive contact databases.
- Previous experience in developing systems to manage sales leads and track policies would be an added advantage.
- Proficiency in designing dashboard to capture relative information at a glance.
I'm open to suggestions on how to improve our current system and look forward to working with a professional who can streamline and optimize our operations.
Key Features:
- Contact Management: The CRM should help us keep track of our clients' details such as their name, phone number, and email address.
- Lead Tracking: We need to manage potential clients effectively; the CRM should help us track their status.
- Policy Tracking: It's crucial for us to keep tabs on the policies we're maintaining for each client.
Ideal Skills:
- Extensive experience in developing CRM systems, preferably on Google Sheets.
- Proficiency in setting up comprehensive contact databases.
- Previous experience in developing systems to manage sales leads and track policies would be an added advantage.
- Proficiency in designing dashboard to capture relative information at a glance.
I'm open to suggestions on how to improve our current system and look forward to working with a professional who can streamline and optimize our operations.