Analyse our own written CRM / Case Management tool (webapp)
Budget: €250 – €750 EUR
1. Create a CRM / case management features / functionality catalog (include market standard features).
2. Describe present and missing features of our CRM / case management in the catalog.
CRM functionality examples:
Sales pipeline
Contact management
Lead management
Lead capturing
Customer projects
Marketing activities
Customer onboarding
Team tasks & projects
Account management
Communication tools
Contact management
Contact & company insights
Email integration
Gmail & Outlook integration
Deals
Companies
Tasks
Lead analytics dashboard
Lead flows
Email scheduling
workflow management
Forms
Templates
CRM Provider examples:
monday.com
Zoho CRM
HubSpot CRM
Freshsales CRM
Zendesk Sell (zendesk.com)
Salesforce Sales Cloud Lightning Professional
Less Annoying CRM
Pipedrive CRM
Insightly CRM
dubsado.com ( 40 $)
Adobe: Marketo
mautic.org
Nimble CRM
reallysimplesystems.com
apptivo.com
2. Describe present and missing features of our CRM / case management in the catalog.
CRM functionality examples:
Sales pipeline
Contact management
Lead management
Lead capturing
Customer projects
Marketing activities
Customer onboarding
Team tasks & projects
Account management
Communication tools
Contact management
Contact & company insights
Email integration
Gmail & Outlook integration
Deals
Companies
Tasks
Lead analytics dashboard
Lead flows
Email scheduling
workflow management
Forms
Templates
CRM Provider examples:
monday.com
Zoho CRM
HubSpot CRM
Freshsales CRM
Zendesk Sell (zendesk.com)
Salesforce Sales Cloud Lightning Professional
Less Annoying CRM
Pipedrive CRM
Insightly CRM
dubsado.com ( 40 $)
Adobe: Marketo
mautic.org
Nimble CRM
reallysimplesystems.com
apptivo.com