ZOHO CRM Customisation – Upwork

We are a property business moving away from Pipedrive to ZOHO CRM.

I am looking for an expert in customisation to take the concert and process map/design and build out a highly detailed CRM.

The process will map new leads captured from multiple sources and feed directly into the system utilising automation facilities to enter new leads into a nurture campaign plus assign the lead a Client Manager.

The lead will progress through multiple stages eventually moving to the Sales Completion team and upon purchase of a property will not be closed off, but rather progressed to the next stage. You see when we sell a property the journey does not end… so we need at least 3 layers:

Lead – New enquiry
Client – Meetings, pitching etc.
Customer – Have purchased and may be building a new home, we need that process tracked

While I can probably customise the entire system myself, it is those transitions and the reporting that I would need assistance with.

You really need to be able to take our Standard Operating Procedures and Process Map and convert it into a fully functioning CRM.

Let me know if you can help?

Only seriously qualified experts need apply.

Hourly Range: $20.00-$30.00

Posted On: January 12, 2021 07:35 UTC
Category: Full Stack Development
Skills:Database Architecture, Database Design

Country: Australia

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