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Esplora
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Italiano
$
USD
Wilson
@wilson_bridget0
CERTIFIED CRM AGENCY
Regno Unito
Inglese, Francese, Arabo
Chi sono
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.
Competenze
Wilson
offline •
Tempo di risposta medio: 1 ora
Consulta i miei servizi
Sviluppo CRM ed ERP
I will migrate your insurance CRM data to ezlynx, agencyzoom, agencybloc or nowcerts
Sviluppo CRM ed ERP
I will integrate your insurance CRM with agencyzoom, ezlynx, zapier, forms and email
Esperienza lavorativa
Freelance CRM & Automation Specialist
TEC GLOVES • Lavoratore autonomo
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.
