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.
6 freelancers are bidding on average $168 for this job
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.