Custom CRM Development
Budget: $750 – $1,500 USD
I'm looking for a skilled developer to create a custom CRM system tailored to my business needs.
Essential features should include:
- Lead management
- Contact management
- Sales tracking
Additionally, the CRM should integrate with:
- Email services (e.g., Gmail, Outlook)
- Customer support tools (e.g., Zendesk)
- Marketing automation (e.g., Mailchimp)
The primary goal of this CRM is to improve customer relationships.
Ideal Skills and Experience:
- Proven experience in CRM development
- Strong understanding of integration with various platforms
- Ability to customize features based on specific business requirements
- Excellent communication skills to gather and implement feedback
Please provide examples of similar projects you've completed.
What we need:
-DocuSign integration
- Add agents through email
- Hook their email up- can we do templates for email campaigns?
- Assign clients to agents
- Agents should only be able to view their information while Admin control can view everyone all together and individually
- How to send docusigns from the app
- Need to know how to add and delete agents without deleting their information or client info
- Need to be able to transfer clients between agents
- Can we add a secure place for clients to submit documents to?
And to make sure we have full functionality
Essential features should include:
- Lead management
- Contact management
- Sales tracking
Additionally, the CRM should integrate with:
- Email services (e.g., Gmail, Outlook)
- Customer support tools (e.g., Zendesk)
- Marketing automation (e.g., Mailchimp)
The primary goal of this CRM is to improve customer relationships.
Ideal Skills and Experience:
- Proven experience in CRM development
- Strong understanding of integration with various platforms
- Ability to customize features based on specific business requirements
- Excellent communication skills to gather and implement feedback
Please provide examples of similar projects you've completed.
What we need:
-DocuSign integration
- Add agents through email
- Hook their email up- can we do templates for email campaigns?
- Assign clients to agents
- Agents should only be able to view their information while Admin control can view everyone all together and individually
- How to send docusigns from the app
- Need to know how to add and delete agents without deleting their information or client info
- Need to be able to transfer clients between agents
- Can we add a secure place for clients to submit documents to?
And to make sure we have full functionality