CRM Lead Round Robin

Probíhá Zveřejněno před 5 lety K zaplacení v momentě doručení
Probíhá K zaplacení v momentě doručení

Lead broadcasting. Automatically broadcast new leads to your team via eMail or text. Redirect leads to a different team at the click of a button. Get notified as soon as somebody claims the lead.

In a single click, export a .CSV file of your lead data, suitable for importing into Excel or your CRM.

Structure your weekly team meeting in dashboard view. View recent leads by date of last activity. For every lead, see the claiming agent and the lead's current status.

Distribute leads per area location. Each team member is assigned to a Zone.

See how many you have received from each lead vendor. Slice and dice by date and vendor. View the total value of leads that have been sent your way.

Automatically send a customizable email to incoming leads.

Automatically send a customizable text message to incoming leads. Let the potential buyer know that you have received their inquiry and will get back to them shortly.

Create drip campaigns to leads by date pre scheduled. so that for example 3 months from now the lead will get an email, and get an email every 90 days. etc...

Have seperate login for Agents

Have separate login for Broker which will be overview Admin

CRM Potenciální kontakty MySQL PHP Softwarová architektura

Identifikační číslo projektu: #16723223

O projektu

18 nabídek Projekt na dálku Aktivní před 5 lety

Uděleno uživateli:

sisodiakaran

Greetings of the day! Thank you for posting the job. Have gone through your requirements and would like to work on this. I would like to update you that I have been working on the similar requirement for a long t Další

$1000 USD za 25 dní
(20 recenzí)
5.2

18 Freelnceři na tento projekt zveřejňují nabídky v průměru $558

otssols

Hi, We have seen your requirement for Lead broadcasting, email text customize mail sending lead update and admin agent and broker login. we have some queries: What is your business model This wbsite/CRM is for y Další

$748 USD za 10 dní
(37 Recenzí)
8.1
ersumit88

Hi There Hope you are doing good Thank you for allowing me to post bid on your project I have ready CRM for lead and can show you the demo You can check my profile i have delivered the same as per the client requ Další

$577 USD za 10 dní
(41 Recenzí)
5.8
Kaki08

A proposal has not yet been provided

$555 USD za 10 dní
(23 Recenzí)
4.5
nxtvision03

Hello, We are part of "NxtVision" which is IT service provider. Our main focus is to provide the best service to the user with their satisfaction. Our company has 30 members with 5+ years of exper Další

$277 USD za 5 dní
(2 Recenzí)
2.2