CRM Development for Brokerage and Case Management
Fixed price
We are seeking an experienced developer to create a comprehensive CRM system tailored for our Life Insurance / Life Settlement brokerage. The system should include case management and underwriting processes, incorporating pre-designed tasks and a dynamic status dashboard. for real-time updates. Additionally, it must facilitate teamwork and Stand be integrated with M365 (or similar) for efficient file storage and retrieval. If you have a strong background in CRM development and a keen understanding of insurance brokerage underwriting and operations, we would love to hear from you.
Keyword: Business Development
Price: $500.0
Tech & IT CRM Software Salesforce CRM Service Management Software Microsoft Dynamics 365
BDR/SDR Needed
We are looking for a proactive and results-driven Business Development Representative (BDR) / Sales Development Representative (SDR) to help us generate new business opportunities. Your primary focus will be identifying potential partners and clients, conducting outreac...
View JobEcommerce
Starting up a book-selling business and need help (1) selecting platforms and (2) integrating them. Currently have squarespace website, Shipmonk 3PL for distribution and Stripe for payments, but they're not integrated yet.
View JobExperienced Sales Associate (part-time), SaaS B2B (vehicle recovery and fleet management).
DigiTow B2B Sr. Sales Representative DigiTow is seeking a part time sales representative who is passionate, professional, comfortable with startups & expansion, and has experience & understanding of the transportation industry, including towing & flee...
View Job