1001 Freelance Projects -- CRM improvement

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Project title:	CRM improvement
Posted by:	External project from PeoplePerHour
Started:	04-Sep-2025 16:54 GMT
Description:	I am seeking a proficient virtual assistant to enhance my CRM systems as a mortgage loan officer utilizing Bonzo. The ideal candidate will assist in the seamless migration of my past clients into the CRM while ensuring effective integration with my Loan Origination System (LOS). This project requires a detail-oriented individual who possesses a strong understanding of CRM functionalities and integration processes. Your expertise will be invaluable in streamlining my client management and enhancing overall operational efficiency. Please submit your proposals for consideration.
Project ID:	3447999
Project category:
Project budget:
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