Google Sheet CRM Development for Insurance Broker

Hi there, ★★★ Google Apps Script / Sheets / Forms / VBA Expert ★★★ 6+ Years of Experience ★★★ I've read requirements and ready to work on your project. I am capable of developing both script-based and formula-based spreadsheets, as well as anything related to Google Services, Integration, and Automation. My Services: ✔️ Google sheets automation ✔️ Google Form, Google Docs, Apps ✔️ Google apps script ✔️ Automate google calendar ✔️ Creating bulk google calendar events from google sheet ✔️ Auto-generate reports from google sheets ✔️ Gmail automation (Auto send or delete emails from Gmail) ✔️ Integration of all Google services (spreadsheets, calendar, maps, Gmail, etc.) and other third-party APIs ✔️ Dashboard design and automation ✔️ Formulas, Fix your data, Filters, Queries ✔️ Conditional formatting, Crush Duplicates ✔️ REGEX, Countif, VLookup, Hlookup, Index Match ✔️ Interlinking Sheets or other Google sheets sheets ✔️ Importing Data from Websites and other Google Sheets ✔️ Manage Drive From Sheet ✔️ Pivot charts, Pivot Tables, Dashboards As the requirements on project are not complete and need discussion so i placed tentative bid. To provide you the best quote, let's have a chat! Best Regards, TechPlus Team

Hi there! As I have read, I see you need help designing dashboards that capture relevant information. I can bring extensive experience in developing CRM systems, particularly on Google Sheets, ensuring optimal functionality to meet your specific requirements. I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Best regards, Giovanni.

[✔] CRM EXPERT: You have received a 30% discount ($59) on Project 'Google Sheet CRM Development for Insurance Broker'. (Recently finished a comparable work) - As a result, you should expect better outcomes in a shorter period (3 days). (Immediately available to begin) Hey, my name is Pablo (from Italy), and I am an English-speaking Freelance designer and developer with over 15 years of expertise (no subcontracting or outsourcing). (Google™ Sigma™ PMEC™ Udemy™ Hubspot™ LinkedIn™ Microsoft™ Certified, an AmoCRM™ Partner, and Amazon® Consumer Council, Amnesty International and Democratic Alliance member)

Hi, Are you a small business owner or freelancer seeking an affordable CRM solution to boost productivity? Look no further! I'll set up a custom Google Sheets CRM tailored to your needs. What You'll Get: Dashboard & Reports Client Management Task & Appointment Tracking Lead Management Inventory Management Automation with Security

Hi, Loretta P.! I have worked with similar projects so that I can provide you with a satisfied result. Having confirmed the job posting " Google Sheet CRM Development for Insurance Broker", I truly feel that you're looking for ambitious, creative and nice people who are expert in MySQL, CRM, PHP, Excel and Database Development. I am fully available to get started on your project immediately and you will find it interesting to discuss the project details. Regards Nina.

I am a professional, experienced, smart and premium developer. I can solve any of your problems. I have already done sth like this in my startup. Lets talk more. I guess we will reach to something.

I can do it for 25$

I read job description and I can do your project. I can even work on urgent basis and complete your project soon..contact

As an AWS-certified professional with extensive experience working on data integration, visualization, and ETL/DWH architecture for enterprise-level clients in the US and EU, I believe I can offer you a unique perspective on developing a Google Sheet CRM tailored to your needs as an insurance broker. Not only have I worked with major database systems like Redshift - handling large volumes of data, but I'm also proficient in various data integration tools like Pentaho Data Integration, SSIS and have experience with SQL which are relevant for building your customized CRM system. Drawing from my experiences in designing comprehensive contact databases, capturing relative information at a glance and tracking leads/policies, I believe my skill set aligns well with the critical features you require for your Google Sheet CRM. I’m confident that my focused and analytical approach will enable me to make valuable suggestions for improving your current operations during the development process. Let’s connect to discuss your specific requirements and get started on optimizing your insurance brokerage operations.