Product & Web
InsurUp Sales CRM: the tool 30 people run on
InsurUp's sales process is complicated, and the sector needs tracking that off-the-shelf CRMs do not cover. The alternative was buying several tools that still would not fit together. So I built one that did: a full sales and marketing CRM for the 30-person team, designed, developed, and launched by me.
- 30
- person team, every day
- End to end
- built and launched by me
- 1 CRM
- instead of several tools
- Live
- in daily production
Why
Classic sales CRMs did not fit the way InsurUp sells, and covering the gaps meant paying for several tools that still would not talk to each other. It was cheaper and cleaner to build the right one.
What I built
A full sales and marketing CRM for the whole team. I designed it, coded it, and launched it, then kept it running as the system the company sells through.
What it does
- Leads from Meta and Google drop in automatically
- Call and meeting records for every agency
- Full customer lists with all their detail
- Task assignment and tracking across the team
- An alarm system for urgent tasks
- Employee performance tracking
- Daily work logged and followed in one place
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