Insurance
One connected system for a tow truck insurance agency
From scattered leads to a single CRM with automated follow-up, quote tracking and live reporting.
- Client
- Tow truck insurance agency
- Role
- GoHighLevel CRM and automation
- Status
- Ongoing
- Scope
- CRM, pipelines, funnels, SMS and email follow-up, reporting
What I built
From scattered leads to a single CRM with automated follow-up, quote tracking and live reporting.
Scope: CRM, pipelines, funnels, SMS and email follow-up, reporting.
Built in the client's own account, tested with real submissions, and handed over with recordings and documentation.
Want something like this?
Tell me about your setup and I'll reply with where I'd start.