Hire a CRM Research Analyst
$15-25 USD / hora
I have a small business that is growing and need a CRM tool that allows me to capture client information and all marketing, sales, client interaction activities, close and invoicing. Features needed are listed below:
1. Client information Form - ability to input/capture new client information. Mail client a Client Information Form from the CRM to complete and keep a copy as an attachment in clients contact folder.
2. Client Contract - to be able to email a contract to the client for signature from the CRM tool and be signed, scanned and emailed back to save signed contract in client folder.
3. Activities - document all activities from initial phone call, client meetings, next steps, tours of communities, conversations, resources involved, close date. Move-in Date, amount of sale, invoice date, payment received.....
4. Bulk email distro to all clients in database
5. Be open ended to integrate with other mail systems, gmail / outlook, DROPBOX. G-Suite
Nº del proyecto: #15361684
Sobre el proyecto
9 freelancers están ofertando un promedio de $19 / hora por este trabajo
Hello Man, i'm a web expert i have already participate in many CRM projects,trust me i can give a quick jobs i have already a complete solution for you all is ready in 1 days so 200$ is too suffisant for a comple Más
Hi, I am a professional writer. I am highly interested in your project. Please PM to discuss. Samples available upon request. Revival My Portfolio & Reviews: https://www.freelancer.com/u/revival786
. Hi, I am interested to your job.I am fully expert in Data entry,web research, Lead Generation, extracting email, data mining, Google, Bing, Yahoo, MS Office (Full), Google Docs, Google Document, Google Spreadsheet, A Más
