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Fiverr Pro
English
$
USD
I will set up and automate agencyzoom CRM for your insurance agency
Emmanuel Ewere
About this gig
Need help setting up AgencyZoom for your insurance agency?
I will help you set up, organize, and automate your AgencyZoom CRM so your team can manage leads, contacts, follow-ups, tasks, and sales opportunities more efficiently.
Whether you're starting with AgencyZoom or your existing CRM has become difficult to manage, I can help build a clean and organized system around your agency's workflow.
What I can help with:
AgencyZoom CRM setup
Contact and lead organization
Sales pipeline setup
Lead management
Workflow automation
Follow-up automation
Tasks and reminders
Email automation
Lead assignment workflows
CRM cleanup and organization
AgencyZoom integrations
Basic CRM training and documentation
Why work with me?
I focus on building CRM systems that are simple, organized, and practical. Instead of giving you a complicated setup, I'll structure AgencyZoom around the way your insurance agency actually handles leads and customers.
Whether you need a basic setup or a more complete automation system, I'll help you create a workflow that makes it easier to stay organized and follow up with leads.
Send me a message before ordering if you're unsure which package is right for your agency.
Get to know Emmanuel Ewere
Emmanuel Ewere
Professional Website and Funnel Specialist
- FromNigeria
- Member sinceMay 2026
- Avg. response time7 hours
Languages
English
Hi, I'm Emmanuel – a reliable and results-driven freelancer with over 2 years of experience.
I specialize in Website Design, Automation, Pipeline Management, and AI Agents. I focus on delivering clean, high-quality work with strong attention to detail and excellent client satisfaction.
I communicate clearly, respond quickly, and ensure timely delivery with revisions until you're 100% satisfied.
Ready to bring your project to life? Let’s work together!
My Portfolio
Other Software Development Services I Offer
FAQ
Do you work with existing AgencyZoom accounts?
I can configure a new account or improve and organize an existing AgencyZoom setup.
Can you create automated follow-ups?
I can help configure workflows for lead follow-ups, tasks, reminders, and other supported automations.
Can you set up my sales pipeline?
I can organize your pipeline around your agency's lead and sales process.
Can you clean up my existing CRM?
I can help organize contacts, leads, pipelines, and workflows.
Do I need to provide my AgencyZoom account?
Yes, appropriate account access will be required to configure your CRM.
Can you connect other tools to AgencyZoom?
I can help with supported integrations and automation connections based on what your agency needs.
