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Setup CRM lead management system for a small company

Our small company would like to set up a simple CRM by end of Feb. 2022 that our sales team can use to manage & track leads. We've explored options and prefer [login to view URL], but you can suggest alternatives. However, the automations and integrations are proving too complex for us to set this up in-house.

We would need you to work with our company founder to walk him through [login to view URL]'s CRM and help set it up for us. The system would need to do a few simple things:

- Pull leads from Mailchimp (using Zapier, presumably) and keep them updated based on behaviour.

- Pull customers from Shopify (Zapier again) and keep them updated.

- Allow our sales team to rank and prioritize leads by un/qualified, location, interests (tags), etc. etc.

- As a bonus, we would be able to collect leads from other sources including social media.

- We're open to considering any other functionality that you can suggest would be helpful.

We do not need to setup a customer service CRM--this project is for lead management only.

Our ideal partner will have not only a technical understanding of the CRM software (e.g. [login to view URL]) but also be able to suggest a design for the CRM that's tailored to our needs.

Please respond with your qualifications (including successful, relevant projects, if possible) and your proposed budget range. Fluent English speakers only, please.

Thank you

Habilidades: CRM, Mailchimp, Shopify, Monday.com, Lead Generation, Full Stack Development, Arquitetura de software

About the Client:
( 0 comentários ) Toronto, Canada

ID do Projeto: #32732825

24 freelancers estão ofertando em média $647 nesse trabalho

(11 Comentários)
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malviyamanish

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sapnathakur14

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javedaasim

Hi, I've gone thorugh your references and I can develop a CRM system for your company as per your requirements. So kindly come to the chat and I assure you that my team's expertise will meet your expectations of what Mais

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AddWebSolution7

Hello there; Hope you are doing good. Reviewed your requirements that you want to Setup CRM lead management system and found ourselves confident enough to fulfill your requirements in a timely manner. Possess 10+ ye Mais

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Valuesolutions

Hello, I hope this finds you well. I have just seen your project requiring; CRM Shopify Mailchimp Lead Generation [login to view URL] I believe that my 10-year experience in this field is what you need right away. Avoid the he Mais

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vladilavsuhovoy1

Hey, I checked your description "Our small company would like to set up a simple CRM by end of Feb" carefully. I am familiar to CRM, Mailchimp, [login to view URL], Lead Generation and Shopify. I have developed a lot of website Mais

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benkushau

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hayteekeys

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