I need to create a CRM in Zoho and conect it to my website, my website is builded in wix and i will like to keep it there. I need this CRM to be able to host and recorde meetings, I need to be able to add users ( employees ) I need all informations from any forms on the website filled up to go to crm and I m open to any other proposals to add as functions if you can sugest me.
I will explain shortly what this company does so you will understand what I need:
We offer social media marketing servies, I m gonna have employes that will work as sales rep to bring clients to our company. Those employees will have to explain our services to potential clients and get them to join our services. Once wants to sing up with our services they will have to fill out a form so we can understand better what they want us to focus or what services is best for them etc... this form has to be built through zoho and integrate in my website. This form will ask some details of client and his business. AS we offer tailored services, once client fillout form ( form I will like to call get your quote or so) I will have to review it and brake down the price, and send back client respons with a price to his quote. Only the admin will be able to do so, the other users will only be able to see what price client will pay but user wont be able to answer with a price to any quotation.
As well we going to run montly plans for our clients.
Of course we will need to send invoice and all the basic automation.
we need to record every activity and interaction that employees, we need to be able to ad notes on clients profiles in order to know and track client history with us
For the online meetins as well we need to be able to add notes and keep them recorded for a certain time .
We need as well telephone app integration
10 freelancer đang chào giá trung bình £525 cho công việc này
Hi, i have gone through the details of your project, come and chat with me for discussing the concerned project so that i can start at earliest, i have all skills for the completion of the project.. Regards, Aqeel k