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!