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English
$
USD
I will provide CRM management support
Casita S.
Level 2
About this gig
Greetings and welcome!
I understand how painful and daunting it can be to set up your company's CRM to its optimum potential, and I want to help. I have worked with law firms, real estate firms, cpa firms, and wellness centers nationwide to recalibrate and maximize their current CRM to work for them. An efficient CRM has saved them time, money, and payroll hours.
It starts with this paid consultation to better understand the current condition of your CRM and the areas of correction that matter to you most. From there, I build an action plan and a quote to revamp your CRM to fit your needs.
I have experience and am certified in the most popular CRM in the legal industry.
To get started, you can purchase the offer and submit your requirements. Alternatively, you can message me if you have questions before booking the consultation.
I can't wait to hear more about your firm and its internal systems!
Get to know Casita S.
Casita S.
Dedicated and committed business professional at your service!
Level 2
- FromUnited States
- Member sinceJan 2016
- Avg. response time1 hour
- Last delivery1 week
Languages
English
As the Owner & CEO of Simpson & Associates, LLC, we offer business development and notary services to consumers and business owners.
I have a can-do attitude and will strive for accuracy, proficiency, and accountability with each job opportunity I am given.
FAQ
What CRMs do you specialize in?
I have expert experience working with HubSpot, Zapier, Zoho, HighLevel, Lawcus, Lawmatics, Clio Grow, Clio Manage, MyCase, and Practice Panther.
Do you support CRMs other than the ones listed?
Yes, my team and I are systems agnostic and have great understanding of how most platforms function.
Do you provide CRM support or Consultations for industries outside of the ones mentioned in your profile?
Yes, we were with all professional service businesses.
Why is the consultation important?
The consultation is important because I get to understand the challenges you face with your current systems and internal process. I cannot provide a services without first consulting with you.
What is the price range to redesign the CRM after the consultation?
The price to redesign your CRM is contingent on what is necessary to get the CRM to your desired state. We will discuss pricing during the consultation.
