CRM System for Insuretech Sales Funnel

Posted yesterday

Worldwide

Summary

We are an existing insuretech company ready to build out our CRM system to improve our sales funnel and support growth. Our current process includes users requesting a demo, a sales rep conducting the demo, and then the user creating an account, listing inventory, and selling insurance policies. We want to reduce or eliminate the human demo stage and explore options like video or animation to guide users through the process, getting them to the end result quicker without as much employee involvement. We already use Google Workspace, Calendly, Slack, and TypeForm, etc and we have prior experience with HubSpot and Pipedrive. The goal is to create a smoother, more self-service experience that reduces the need for direct sales conversations. Not interested in going with Salesforce or any MSFT products. Likely leaning towards HubSpot, but open to ideas. Trying to keep our overall tech stack as lean as possible. Trying to do as much within the Google Workspace world as possible. The best part of this project is we are starting from scratch. Not interested in trying to migrate over old data from pipedrive given how bad/out of date it is (and there are not automations built into any of our previous systems). So our switching costs are basically $0 We have an awesome opportunity to build from the ground up with the latest tools and options out there. We don't need this to connect to our finance systems or other databases (for now). This system will be used by 4 people. So keeping it clean, straight forward and lean is worth more then connecting this CRM to 100 other systems.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $15.00

    -

    $35.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
API Integration
Customer Relationship Management
Nice-to-have skills
PHP
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:yesterday
  • Interviewing:
    1
  • Invites sent:
    6
  • Unanswered invites:
    5
About the client
Member since Jun 12, 2026
  • United States
    7:28 PM

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