We are providing real estate financing and we are looking for the best tool to support the lifeline of the loan request - term sheet, NDA, signatures etc. while having different entities on each ticket - brokers, account managers, supervisors, broker managers and the clients
We like to find someone that built such CRM's with best tools and it will be preferred if the tool can import or communicate with Zendesk and Intercom that we work with now
Please respond with "I am a CRM expert! so we will consider you.
13 freelancers are bidding on average $213 for this job
hi I am a CRM expert I am sure I can build you this tool what you looking for and that can be integrated in your running system as well. Come in chat to discuss further.