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wilson_bridget0

Wilson

@wilson_bridget0

CERTIFIED CRM AGENCY

Großbritannien
Englisch, Französisch, Arabisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
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.... Mehr lesen

Kompetenzen

w
wilson_bridget0
Wilson
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

CRM- & ERP-Entwicklung
I will migrate your insurance CRM data to ezlynx, agencyzoom, agencybloc or nowcerts
Ab10 $ / ProjektWeitere Details
CRM- & ERP-Entwicklung
I will integrate your insurance CRM with agencyzoom, ezlynx, zapier, forms and email
Ab10 $ / ProjektWeitere Details

Arbeitserfahrung

TEC_GLOVES

Freelance CRM & Automation Specialist

TEC GLOVES • Selbstständig

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.