Zoho CRM Independent agent

$30-250 USD

完了済み

投稿日:

4年以上前

$30-250 USD

完了時にお支払い

I am an insurance agent and want to move to a SECURE online CRM from using paper. I believe ZOHO would be a good fit? I have included what I am using now and wanting to see if this would be a good fit and if this is something you could do. I also would like it to integrate with [login to view URL] for cards and [login to view URL] for letters. This is just for one person not a group. Thank-you. I use a Mac but don't think that matters since this would be web based. I have no idea what this would cost but I am an independent agent trying to modernize.

CRM

Zoho

プロジェクト ID: 21361762

プロジェクトについて

6個の提案

リモートプロジェクト

アクティブ 5年前

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アワード者:

@seoguru17

I feel the same, zoho is good and I have good hands on Zoho that can help you as per your requirement, Would love to discuss further.

$100 USD 4日以内

5.0

(1 レビュー)

2.6

この仕事に6人のフリーランサーが、平均$168 USDで入札しています

@ncidlopez

Hello, I have high experience reporting by CRM. I can help you in this project ( I am working in international insurance company). Let me know if you have any doubts or need more information. Thank you so much, BR.

$140 USD 7日以内