Customize CRM

Cerrado Publicado hace 7 años Pagado a la entrega
Cerrado Pagado a la entrega

Workflow Process:

• Client sign up on website and lead is sent to Zoho CRM ( I actually already have this setup)

• I want to be able to send a customized email from Zoho to the client based on what their needs are. Need to have a database setup to pick from and generate email template. Example: city, state, image of property, type of care, price, etc.

• Im assuming we need to have a database that we can pick what filters we need. Example: Hit send email to client and pick the filters and have those properties populate in the email. Trying to make this process as easy as possible for our sales guys to send to clients. Not sure what is the best or easiest database to create, but Ill let you tell me. We will continually be adding new properties to this database

• After we send the email out to the client, I want to be able to send another email out to the properties we suggested for the client with all of our clients information (Client Registration). I was looking at zoho survey and this may be a good form for us to fill out explaining what our clients need are. So we want to have the contact information from the property that we can grab from the database to send the clients information. The facilities call and follow-up with client during the process as well.

Im using Zoho now, but not opposed to any suggestions on other CRM

CRM Administración de bases de datos Email Marketing MySQL

Nº del proyecto: #12759493

Sobre el proyecto

15 propuestas Proyecto remoto Activo hace 7 años

15 freelancers están ofertando un promedio de $763 por este trabajo

meet2amitvw

Let's discuss more about project to finalize the proper scope with estimated cost and time so ping me over the freelancer chat.....I will share some demo as well for recent works if you want to check. You can also c Más

$721 USD en 10 días
(79 comentarios)
8.6
webbookstudio

Hello, my name is Victoria. I represent the Ukrainian IT-company "Webbook." We provide web design and web development for organizations, public and government institutions, companies and individuals. I got acquai Más

$721 USD en 24 días
(85 comentarios)
7.4
kkokko555

Hi. I'm very interested in your project, and i can do it. I'm an expert for web programming with CRM, so i can help you. I'll wait for your reply. Thank you.

$800 USD en 15 días
(10 comentarios)
5.3
MihaDraghici

Hi there! I can help out with building a marketing automation flow for your customer management. I am available to work straight away, and depending on the complexity, I can deliver a suitable solution within 10 da Más

$722 USD en 10 días
(2 comentarios)
4.2
yogi2707

RESUME Experience :- Total 6 Years in IT field. Last 4 years in PHP, MySQL, Laravel Sr. PHP/wordpress/joomla Developer / Team Leader / Project Leader (LAMP / WAMP) Skill Set Scripting Language PHP, Larave Más

$1333 USD en 10 días
(0 comentarios)
0.0
davidrudd

I know your current preference is set on Zoho, but consider this. My browser-based cloud database application service INCLUDES ALL SERVICES in a single plan: DESIGN, DEVELOPMENT, HOSTING, TRAINING, and SUPPORT --one l Más

$550 USD en 10 días
(0 comentarios)
0.0