CRM Optimization and Data Migration

Budget: $350.0 FIXED / ⭐ 0.00 (0) United States

crm, microsoft-dynamics-crm, sugar-crm, php

Preferred qualifications

Experience: Intermediate

We are an IP&C insurance agency that recently moved to EzLynx and need help organizing and optimizing our agency CRM system. The work includes reviewing current workflows, improving data structure, and supporting a smooth transition of existing data. We’re looking for someone who can assess the current setup, identify gaps, and help streamline operations so our team can work more efficiently in the new system.

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AI proposal draft

Generate a short cover letter to copy into the offer. Says you are interested and ready to work.