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Help Me set up my ZoHo CRM -- One Man Life insurance agent

I am a Life insurance agent, looking at setting up a somewhat basic CRM

Here are the Items I am looking for:

Need: Organize the data for import-- currently in spreadsheets... they did not export as clean as I wanted out of existing CRM about 850 rows

Need: Customization of the fields and Modules, might needs some coaching this, Major needs would be Modules: Leads, Clients, Policies, Families/Business, Carrier, Fields: Age, policy number coverage amount, policy date, end date, premium, Carrier, Commission, Beneficiaries, term, Details, Approval rating, and probably a few more..

Need: .Automated emails based on date of birth of the client and also policy date these would use templates already made and mail merge the needed information (like Names in the email) and sent out in the background without any input from me

Need: automatically generated tasks that are based on policy date for me to contact the client based on their policy anniversary date. This needs to be done as an automated Rule and not as a singular client date.

Need: The ability to print a PDF to Mail a letter. this would need to use data from Custom fields and a Letter template. example a letter that would describe the coverage amount and the policy ending date both fields that are listed in the client but would be automatically populated in a template so I can print and mail

Need: The ability to put a status on a client for an example: client keep in touch, lead keep in touch, deceased, no longer interested, and also search by those statuses

Need: Searchable tags, for example if a client owns a certain product like a living trust or Term Policy I can search them by that tag

Need: Custom search parameters: for example searching by age and location, or age and product type or tag

Need: The ability to mass email or print and mail letter a searched list of clients based on a custom search (age, Tags , Status Location) for example if I wanted to send a letter to all clients over 55 I could search the list add that to a print queue use a template have the template pre-populated with all mail merge information from each client and download into one large PDF for printing

Need: The ability to make Mass tasks for me to call a search list: for example making a task list of all clients over 65 that have term insurance

技能: 客户关系管理, Zoho, Excel

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( 0个评论 ) Meridian, United States

项目ID: #24609513

11 威客就此工作平均出价 $208

fairchance

Dear Sir, Hi I am preferred freelancer on this site which is an evident of great quality work we offer for our respectable clients. I am also Top Zoho One Freelancer. Thank you for providing us this opportunity to se 更多

$300 USD 在15天内
(75条评论)
6.9
Bizappln

Hello, I am Appa from Yaali Bizappln Solution. ( [login to view URL] ) We are Zoho Certified ADVANCE PARTNERS and We've been awarded "Zoho Creator-Best Partner of the Year" by Zoho I have gone through your project brief 更多

$240 USD 在7天内
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fbs2009

Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development.    Core Competencies :  ZOHO Consultancy API Integration Configurations & Cus 更多

$250 USD 在10天内
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4.6
dbuglab

Hello, I understand your task clearly and ready to set up, Customization of the fields and Modules, Custom search parameters and all other mentioned tasks. I am a full-stack developer having 6 years of experience with 更多

$250 USD 在7天内
(2条评论)
2.5
nickriley

Hi there I am Manish a Zoho One expert ready to help you import your entire data in an appropriate way and organize all your data with extended filters and provide you better User experience. I will provide you complet 更多

$220 USD 在2天内
(1条评论)
2.4
akhonda2018

I have done your work schedule quick.................. ............... ......................................

$31 USD 在2天内
(0条评论)
0.0
nethavathraju

Hi, I hope you are doing well! My name is 'Raju nethavath' I am working in "USA based Multinational company" from past 5 years. and my role is Customer service representative for USA insurance product, it means deliv 更多

$140 USD 在7天内
(0条评论)
0.0
vikasbeniwal0049

hello, we understood your task clearly as you are working in insurance filed our team can help you you setup and customize the CRM as per your preferences so that data handling would be no longer a tough task for you 更多

$220 USD 在5天内
(0条评论)
0.0
JeremiahShively

Hey there, I am a business marketing consultant located in Riverton Utah USA. I can absolutely help you manage your lead list and even grow it. I primarily help small businesses like yourself get more customers and s 更多

$140 USD 在7天内
(0条评论)
0.0
SoheebRaza

Dear Employer, My name is Soheeb and I am a business process and CRM consultant with 16 years of experience in automating business process and implementing CRM suites in organizations. The clients I have worked with 更多

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ksaleem10

Hi, We have done lots of Zoho CRM,Zoho Creator, Zoho Books,Zoho Subscription,Zoho Inventory and Zoho Desk [login to view URL] have expertise in workflow using Zoho API And Zoho creator with Script. I understand you need to set 更多

$250 USD 在7天内
(0条评论)
0.0