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Required Financial Analysis,Data Analysis,Microsoft Excel,Data Visualization,Google Docs freelancer for Custom CRM expert for Business Management job

Posted at - Dec 7, 2022

Toogit Instant Connect Enabled


We are a business management firm that currently uses 5 platforms to accomplish our day to day tasks for our clients. (outlook, excel, data faction, standard phones).

We are looking to build a custom CRM that can onboard new clients as well as maintain lots of data (personal and banking). The most important function would be to have a clear search engine that could point to the proper data. I.e. search query : Doe Smith life insurance policy that would then populate the link to a scanned document of Mr Smiths life insurance policy doc (Extra bonus points if that doc can be scanned and the text inside the scan could also be searched. I.e. Search query Doe Smith Policy Expiration or Policy Limit. Advanced keyword searches are key.

Our success relies on entering clients data efficiently and being able to pull that data up just as efficiently. Can you build this?

About the recuiterMember since Mar 14, 2020 Umesh Sharma
from Guerrero, Mexico

Skills & Expertise Required

Financial Analysis Data Analysis Microsoft Excel Data Visualization Google Docs 

Candidate shortlisted and hiredHiring open till - Dec 28, 2022

Work from Anywhere
40 hrs / week
Hourly Type
Remote Job
$35.11
Cost

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