j
jocrmsavvy

JOSHUA

@jocrmsavvy

PROFESSIONAL INSURANCE CRM EXPERT

United States
English, French, Spanish, German
About me
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Skills

j
jocrmsavvy
JOSHUA
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will do insurance crm kizen nextagency simla liondesk intelisis veritouch blinq koban
From$25 / projectMore details
CRM Management
I will setup navu veripack ziniee bigin crm ezlynx omnisconn optinfix ams360 hawksoft
From$25 / projectMore details

Work experience

Fiverr

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.