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
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