Consulting Help on Choosing and Appropirate CRM
$30-250 AUD
Pagado a la entrega
We need assistance in identifying a suitable CRM for our particular business model.
We generate leads for a particular industry and businesses pay commission on sales that are generated from our leads.
The businesses we assign the leads to are our "clients". We need to be able to add new clients as needed.
The leads go into the CRM and need to be assigned to our clients who need to be able to log in and see the leads assigned to them.
The client also needs to be able to see certain information on the lead (not the full info we see) and they need to be able to update some fields only including expected revenue / commission and the status of the lead in the sales process.
On our end, we need detailed reporting on the sales funnel including expected revenue.
We will need to know which CRM it is and your suggested setup / customisation if the above functionality is not standard in the system.
We don't need it set up at this stage of the project, that will come once we choose a suitable system. You may also be able to assist with that as a separate job later.
Please ask any questions you need to understand our requirements.
Nº del proyecto: #13570762
Sobre el proyecto
9 freelancers están ofertando un promedio de $206 por este trabajo
Dear Client,i have read and understood your requirement i will provide you fully functional,responsive CRM system with all features that for you are looking i have more than 6 year experience in CRM development i am r Más