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Fully setup and configure CRM system for our needs

$30-250 USD

Zavřený
Zveřejněno přibližně před 5 roky

$30-250 USD

Zaplaceno při doručení
I'm looking to introduce a CRM system into our workflow to help react quicker and more efficiently to Facebook leads. Although I would like to setup only one type of lead initially, I would like to put the foundations in place so this can easily be expanded in the future. IMPORTANT: Ongoing monthly costs (for CRM, SMS etc.) is also a key factor and should be kept low. Everything would need to be fully GDPR compliant. Required automatic workflow would go something like: - Lead comes into Facebook - All information is logged in CRM - An account is made for them where they can upload queries, photos etc. in CRM - A text message is sent to them with login details and a 'hand holding' runthrough - An email/text is sent to them with pertinent questions related to the lead enquiry - All further correspondance with lead easy to add - Information easy to extract Please let me know your thoughts, cost and timescales. As part of the CRM, and the customer having their own private login which is setup automatically and sent to them via text/email, a questionnaire of sorts would need to be set up in the CRM which guides them though taking photos and uploading them etc. This would have to be very easy for them to view (on their phone etc.) and make the process as simple as possible. The answers they give and the photos they take would need to autopopulate a document which we would supply. Obviously, once we are up and going there would be ongoing work tweaking and adding features, so it is important you can commit to these future works too. Regards.
IČ projektu: 18566574

O projektu

5 nabídky
Vzdálený projekt
Aktivní před 5 roky

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5 freelanceři nabízejí v průměru $304 USD za tuto práci
Avatar uživatele
Hello Sir , I had read your job description regarding implementation of CRM. I have 5+ years of experience in web development (ASP.NET) . I have strong experience to accomplish this project in decided time frame. So lets discuss in detail so that we never skip basic things during project development. Thanks & Regards
$155 USD v 3 dnech
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Hi, I see you’re looking for somebody to create a crm to manage leades. initially from facebook. We have good experience in doing such web applications. Looking Forward to your response. Regards, Manish
$200 USD v 10 dnech
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Hello there, I have set up two CRM’s from scratch in 2018 for national charities. I highly recommend Zoho as it’s intuitive, flexible and is about 70% cheaper than other option. What you are after is very much doable but for the bids people are offering you, I can’t imagine they’ll do a good job. I believe my bid and timeframe is realistic and I will work closely with you to deliver exactly what you need. Give me a shout if you have any questions. Regards, Youssef
$333 USD v 14 dnech
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O klientovi

Pochází z UNITED KINGDOM
West Mids, United Kingdom
5,0
5
Ověřená platební metoda
Členem od pro 20, 2011

Ověření klienta

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