Custom setup Zoho CRM

Cancelled Posted Oct 16, 2013 Paid on delivery
Cancelled 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.

CRM PHP Project Scheduling Software Architecture SugarCRM

Project ID: #5032209

About the project

Remote project Active Oct 17, 2013
Azadacme

Hi there, Thanks for the job posting, developing e-CRM applications is my forte. We would be happy to serve you for development of the proposed bespoke solution for your business using which, you can better organize th More

$555 USD in 10 days
(0 Reviews)
0.0