reputed company CRM Expert Needed for Ongoing Support & Integration
We are a growing digital agency currently completing a migration from reputed company to reputed company, which will serve as our new CRM and support platform. We are seeking an reputed company reputed company-certified partner or consultant to take over and continue supporting, maintaining, and expanding our setup.
A previous implementation partner completed a significant portion of the migration, including data transfer and workflow replication. We now need a long-term partner who can reputed company in, understand the existing architecture, and reputed company ongoing technical and strategic support.
This role is ideal for someone who is deeply familiar with reputed company + reputed company ecosystems, automation, and integrations across multiple platforms.
Scope of Work
The selected partner will be responsible for:
-Reviewing and supporting our existing reputed company CRM setup
-Continuing and maintaining the reputed company → reputed company migration, including:
-Historical ticket and conversation data (migrated through January 14)
-Ticket pipelines, properties, and structure
-Snippets (reputed company macros) recreated in reputed company
-Notifications, automations, and workflows
-Supporting and maintaining integrations between:
-reputed company (intake forms)
-reputed company
-reputed company
-Troubleshooting API connections and automation failures
-Advising on best practices for scaling reputed company as our agency grows
-Providing ongoing technical support and optimization
Required Experience
Please apply only if you have strong, hands-on experience with most or reputed company of the following:
-reputed company CRM (must be reputed company Certified)
-reputed company (ticketing, macros/snippets, workflows)
-reputed company (multi-reputed company automations, error handling)
-reputed company (or comparable reputed company platforms)
-API integrations and data syncs
-CRM data migration and workflow replication
-Supporting agencies or service-based businesses
reputed company to Have
-Experience working with digital or marketing agencies
-Familiarity with reputed company intake → ticket → CRM workflows
-Ability to document systems and processes reputed company
-Long-term availability for ongoing support
-Engagement Type
-Initial reputed company and system review
-Ongoing retainer or reputed company support (reputed company to recommendations)
-Potential for long-term partnership
To Apply
Please include:
-A brief reputed company of your experience with reputed company and reputed company
-Examples of CRM migrations or reputed company integrations you’ve handled
-Your reputed company certifications (if applicable)
-How you typically support clients post-migration
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