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Hubspot customization

We are a merchant processing company need to build out hubspot

Things we want to have built. There may be more but this would be an amazing start.

1 sales and leads tracking by lead source And rep

2 lead routing to rep by source

3 ability to create DocuSign applications for newtek, nab and paylo( processors)

4. Call reporting by rep, also need to track calls per lead

5 create dispositions for each lead and calls Want to force reps to have to update before they can go to new record. Dispositions include , open no contact, attempting contact, contacted not interested, interested, call back, app out, app in, approved, denied, equipment shipped and started processing

6 Dashboard for all major metric

Number of leads per day and month, number of calls per day per month, apps out, apps in. Approved deals, monthly processing , app submission to approval times, approval to equipment shipped , approval to up and processing, dashboard on rep activity and success by month by date . Track leads by category such as restaurant, hvac etc. So we can focus marketing

7 . Track hot leads or ones that have expressed interest

8. Ability to create mass email by rep and same with texting

9. Ability to add form letters that can be merged and sent out with one click . Example intro letter, cash discount laws, equipment ordering forms etc

10 Ability to track referrals and commissions for Iso's and referal partners. Would be great if they had their own login . Also track leads by source and status of those leads

11. Track residuals from each processor by acct

12. Auto emails sent for things like customer service and auto email when lead come in letting customer know account has been assigned to xxx and provide reps number

13 Create library for documents and materials.

14. Ability to create marketing and direct mail by business type or geography

15. Ability to get leads into system by jot form and ability to assign by rules .

16. Set up daily call lists for reps

17 integrate mail I.e Gmail into hubspot.

Kĩ năng: PHP, CRM, Thiết kế trang web, HTML

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Về Bên Thuê:
( 0 nhận xét ) Tampa, United States

ID dự án: #27945593

19 freelancer chào giá trung bình$7744 cho công việc này

(152 Nhận xét)
8.8
seekdeveloper

Hi, I have read your post and understood your requirement. Looking for the freelancer to work on your next project? Or just need some issues/bugs/fixes ASAP? I have 11+ years of software experience in fortune 500 comp Thêm

$5000 USD trong 50 ngày
(137 Nhận xét)
8.8
mmadi

Hello Xero20, I have experience of 10 years in development and my implementation power keeps me one step ahead for working with any web based application with a very high speed. I am pro with CRM, HTML, PHP, Web Thêm

$7000 USD trong 36 ngày
(52 Nhận xét)
7.1
babitabubu

Hi, I have read your job brief and understand it. I will build you a Hubspot website as per your requirement. I have built many Hubspot websites and experienced in both Hubspot CMS and CRM so can meet your job specific Thêm

$8000 USD trong 7 ngày
(268 Nhận xét)
7.4
(108 Nhận xét)
7.3
(124 Nhận xét)
7.6
(9 Nhận xét)
7.1
(112 Nhận xét)
6.7
artistixeit

Hello, Greetings of the day!! I appreciate your business and look forward to serving any additional needs in the future. Please check our work below:- ASP.net: [login to view URL] [login to view URL] Thêm

$7500 USD trong 7 ngày
(23 Nhận xét)
6.8
sshyam24

hello I am very much interested in your project. I've already done this kind of project before. I believe that my 9+ years of successful experience makes me highly qualified for this project. I'm sure that I would be a Thêm

$7500 USD trong 7 ngày
(26 Nhận xét)
4.5
vukasinristic00

Hello, sir I've read your details and thank you for writing detailed information. Yes, I have ever integrated hubspot for lead by creating custom properties and matching with form data, etc. So I think I can be the rig Thêm

$5000 USD trong 21 ngày
(7 Nhận xét)
4.1
nishali1878

Hi, I have read your job description carefully and we are ready to help you on this project and we can start working on your project immediately. Project: Hubspot customization About us: We have well experienced in Thêm

$5000 USD trong 2 ngày
(4 Nhận xét)
3.9
danish203

Hello, I am a HubSpot certified professional with 8+ years of experience in Web Development, Digital Marketing & have 10+ certifications from the HubSpot Academy. I checked your requirements & found that you are look Thêm

$7500 USD trong 7 ngày
(2 Nhận xét)
3.5
eyadbas

Hi, sir. Thank you for sharing your project Hubspot customization, and I would be very happy to help you with your business. Let me share you with my expertise in CRM, Website Design, PHP, HTML and relevant technologie Thêm

$8333 USD trong 84 ngày
(2 Nhận xét)
2.4
nikitalupinos1

Hello, Dear client, how are you? I have just read your requirement very carefully. I am web developer with over 7 year's of experiences in Web developing. I have a team of Web developing. I am very confident in your pr Thêm

$5000 USD trong 7 ngày
(2 Nhận xét)
2.0
whitelabelc

Hi, all the 17 points you mentioned is doable for us. We can built you a custom dashboard for the leads, We have a great inhouse team of developers who can handle your needs, Can we connect over the chat? Best, Sam

$7500 USD trong 7 ngày
(1 Nhận xét)
2.2
imranwork44

Hello I am so glad to see your HubSpot project. I have checked the project description carefully. I can create a website in HubSpot as you want. Please check my Hubspot skill below. [login to view URL] Thêm

$8800 USD trong 45 ngày
(0 Nhận xét)
0.0
alekwasser86

Hi, I am a full-stack developer with 10 years of PHP (Laravel, Symfony) experience. I use PHP, HTML5, CSS3, JavaScript, AJAX, GIT on a daily basis. I have a lot of experience in developing e-commerce apps with marketin Thêm

$10000 USD trong 7 ngày
(0 Nhận xét)
0.0
nalliancetech

Narinder Alliance Technologies LLC An IT Consulting and Software Development company. We have a team expert in Web Designing, Application Development and Databases. We have worked on various projects across various in Thêm

$10000 USD trong 120 ngày
(0 Nhận xét)
0.0