Zoho customisation - vacation rental

i have recently signed up for Zoho CRM. I need assistance with its setup & customisation

This is the first CRM we have ever used.

I want to create a system as follows:

- capture leads info via our own website, and 3rd party websites

- add prospects into a sales pipeline

- centralise lead activity

- invoice customers

- send customer statements

- automate payment requests

- create booking schedule

- track agent performance

- track performance of each lead source over time

- segment marketing lists for future communication

We are also open to any other ideas which can assist to automate & streamline our sales processes

*Also open to using Sugar CRM if neccessary?

payment via escrow

only Good english speakers to apply!

Kemahiran: CRM, Pemasukan Data, Pemprosesan Data, Microsoft Access, PHP

Lihat lagi: zoho c, via our escrow system, schedule agent, rental sales agent, rental booking, rental a, payment processing escrow, escrow statements, escrow schedule, booking php open source, 3rd party escrow agent, zoho customisation, payment via escrow, zoho, sugar crm, processing customer info, php customisation, party rental website, invoice processing, customisation, booking agent, zoho marketing, payment processing leads, need vacation leads, sales booking

Tentang Majikan:
( 21 ulasan ) cape town, South Africa

ID Projek: #1587836