Custom setup Zoho CRM
$250-750 USD
Paid on delivery
We are a Sales Company. Our leads are provide by an external marketing company, provided to us. They firstly need to be imported into our CRM, be allocated a Customer Number, then tracked.
Firstly the client is allocated to a in-home consultant, if it is successful to the next stage, it is forwarded to the next process;
The next process is for a Financial Broker to qualify the clients financial details to ensure that it is worth booking the next appointment;
If the client qualifies, the client is booked with a Senior Financial Stategist & External Financial Broker;
Once the appointment is concluded there is an outcome, wether they signed up or not; If yes, they go onwards to purchase a property with the assistance of the company.
We need Zoho to manage the whole process, giving everyone access to the CRM in order for updates, however once it passes a stage of the Initial in-home consultant, this consultant is not to have any further editing access.
Please provide your experience with Zoho CRM, a plan on how to get this working Ultimately, and the expected timeframes that you require.
Project ID: #5032209