More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment.
A description of what I am looking for
1. log into a portal by requesting entry and receiving text with a login code.
2. once in the portal being able to select between different entry points.
3. once in the area your working in, being able to create new customer. enter all the necessary data including contact information and schedule customer
4. with a link to zillow ( a Real Estate site) that will populate the pertinent information about the house into the proper fields
5. Once customer is scheduled, be able to upload photos and documents pertinent to that customer
5. Generate a contract from the information entered, have that contract sent to the customers email and be able to he hellosign the document.
Answer: The majority of your requirements for a CRM can be met by the top CRM software platforms but I’d recommend that you check this Zillow integration page to see the platforms that can pull in Zillow data. Linking to a document automation platform, like PandaDoc, through your CRM will enable a contract to be created automatically when your deal gets to a certain stage and have this document get signed.
There are some parts of my job that sound so boring to my children that I should tell them about my day as bedtime stories. Building better systems and processes is one of them. Integrating apps is another. But the winner? Building intranets for businesses. For most people in a corporate environment (including myself), the …
What we used in building our peer to peer school uniform marketplace using Sharetribe. Categories KINDER ELEMENTARY/PRIMARY MIDDLE SCHOOL HIGH SCHOOL TERTIARY Order Types Sell School Uniform Barter/Trade Uniforms Request Uniform School – Lost Property School – Uniform Shop Listing fields & filters School Name Text Item/s (condition) Dropdown New, Excellent, Good, Fair, Varied Uniform …
Further details of question I am interested in customising my hosted Sharetribe marketplace, a platform using Ruby on rails. Are you familiar with Sharetribe? If so, I’d like to make some small changes at this point such as a couple of landing pages (home page, subscription page) perhaps using Instapage integration. I also need to incorporate money …
One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an: alternative to project management software as their workflows don’t fit a traditional sales cycle alternative to task management software as they need additional data to be included in each task request alternative to sales tracking pipelines as they …
CRM to manage client acquisition and fulfilment
More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment.
A description of what I am looking for
1. log into a portal by requesting entry and receiving text with a login code.
2. once in the portal being able to select between different entry points.
3. once in the area your working in, being able to create new customer. enter all the necessary data including contact information and schedule customer
4. with a link to zillow ( a Real Estate site) that will populate the pertinent information about the house into the proper fields
5. Once customer is scheduled, be able to upload photos and documents pertinent to that customer
5. Generate a contract from the information entered, have that contract sent to the customers email and be able to he hellosign the document.
Answer: The majority of your requirements for a CRM can be met by the top CRM software platforms but I’d recommend that you check this Zillow integration page to see the platforms that can pull in Zillow data. Linking to a document automation platform, like PandaDoc, through your CRM will enable a contract to be created automatically when your deal gets to a certain stage and have this document get signed.
Related Posts
It’s not called an intranet
There are some parts of my job that sound so boring to my children that I should tell them about my day as bedtime stories. Building better systems and processes is one of them. Integrating apps is another. But the winner? Building intranets for businesses. For most people in a corporate environment (including myself), the …
Schools Marketplace
What we used in building our peer to peer school uniform marketplace using Sharetribe. Categories KINDER ELEMENTARY/PRIMARY MIDDLE SCHOOL HIGH SCHOOL TERTIARY Order Types Sell School Uniform Barter/Trade Uniforms Request Uniform School – Lost Property School – Uniform Shop Listing fields & filters School Name Text Item/s (condition) Dropdown New, Excellent, Good, Fair, Varied Uniform …
How do I make Sharetribe a membership platform?
Further details of question I am interested in customising my hosted Sharetribe marketplace, a platform using Ruby on rails. Are you familiar with Sharetribe? If so, I’d like to make some small changes at this point such as a couple of landing pages (home page, subscription page) perhaps using Instapage integration. I also need to incorporate money …
Looking for a custom CRM solution?
One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an: alternative to project management software as their workflows don’t fit a traditional sales cycle alternative to task management software as they need additional data to be included in each task request alternative to sales tracking pipelines as they …