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I will setup ringy ricochet360 allclients act maximizer convoso hawksoft crm migration
About this Gig
RINGY RICOCHET360 ALLCLIENTS ACT! MAXIMIZER CONVOSO HAWKSOFT INSURANCE CRM SETUP AND MIGRATION
Still tracking leads, policies and renewals in spreadsheets or a CRM your agency has outgrown?
I set up your insurance CRM from scratch and move every contact, policy and note over without losing data.
What you get:
- Pipelines built for quotes, policies and renewals
- Clean data import from Excel, Google Sheets or your old CRM
- Custom fields, tags and user roles for your team
- Email, phone and SMS connected to your CRM
- Dashboards plus a recorded walkthrough for your agents
HubSpot certified | English, French, Spanish | 1-hour response | Every setup tested before delivery
Platforms I work with:
Ringy Ricochet360 AllClients Act! Maximizer Convoso HawkSoft EZLynx AgencyBloc Close Zoho CRM Bigin Copper Nutshell Insightly Nimble Pipeline CRM Capsule CRM OnePageCRM Less Annoying CRM Freshsales Salesmate Apptivo Vtiger Agile CRM Keap Ontraport EngageBay Salesflare Streak Kommo HubSpot GoHighLevel Pipedrive Salesforce Podium RingCentral Twilio
Message me before ordering. Tell me your tools and what you want set up. I'll confirm scope within the hour.
Software:
HubSpot
Industry:
Financial services
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Software
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Insurance
FAQ
Which insurance CRMs can you set up?
Ringy, Ricochet360, AllClients, Act!, Maximizer, Convoso, HawkSoft, EZLynx, AgencyBloc, Close and Zoho CRM. Pipelines, policy fields, renewal stages, user roles and lead sources set up for your agency
Can you migrate my data from another CRM?
Yes. Excel to Ringy, Google Sheets to Ricochet360, HubSpot to AllClients, Salesforce to Act!, Zoho CRM to Maximizer, Act! to HawkSoft, AgencyBloc to Ringy, GoHighLevel to Close. Contacts, policies, notes and history moved over intact.
Can you import leads and policies with custom fields?
Yes. CSV to Ringy, Excel to AllClients, Google Sheets to Maximizer, CSV to Convoso, Excel to HawkSoft, Google Sheets to Act!, CSV to Close. Fields for policy type, carrier, premium and renewal date mapped correctly.
Can you import leads and policies with custom fields?
Yes. Gmail to Ringy, Outlook to Ricochet360, Twilio to AllClients, RingCentral to Convoso, Outlook to Act!, Gmail to Maximizer, Twilio to Close, RingCentral to Zoho CRM. Calls, texts and emails logged on each contact.
What do I get at the end?
A working CRM with your data imported, dashboards for leads, quotes and renewals, a setup checklist and a recorded walkthrough. Ringy, Ricochet360, AllClients, Act!, Maximizer, Convoso and HawkSoft.
