Setup CRM lead management system for a small company
Budget: $250 – $750 CAD
Our small company would like to set up a simple CRM by end of Feb. 2022 that our sales team can use to manage & track leads. We've explored options and prefer Monday.com, but you can suggest alternatives. However, the automations and integrations are proving too complex for us to set this up in-house.
We would need you to work with our company founder to walk him through Monday.com's CRM and help set it up for us. The system would need to do a few simple things:
- Pull leads from Mailchimp (using Zapier, presumably) and keep them updated based on behaviour.
- Pull customers from Shopify (Zapier again) and keep them updated.
- Allow our sales team to rank and prioritize leads by un/qualified, location, interests (tags), etc. etc.
- As a bonus, we would be able to collect leads from other sources including social media.
- We're open to considering any other functionality that you can suggest would be helpful.
We do not need to setup a customer service CRM--this project is for lead management only.
Our ideal partner will have not only a technical understanding of the CRM software (e.g. Monday.com) but also be able to suggest a design for the CRM that's tailored to our needs.
Please respond with your qualifications (including successful, relevant projects, if possible) and your proposed budget range. Fluent English speakers only, please.
Thank you
We would need you to work with our company founder to walk him through Monday.com's CRM and help set it up for us. The system would need to do a few simple things:
- Pull leads from Mailchimp (using Zapier, presumably) and keep them updated based on behaviour.
- Pull customers from Shopify (Zapier again) and keep them updated.
- Allow our sales team to rank and prioritize leads by un/qualified, location, interests (tags), etc. etc.
- As a bonus, we would be able to collect leads from other sources including social media.
- We're open to considering any other functionality that you can suggest would be helpful.
We do not need to setup a customer service CRM--this project is for lead management only.
Our ideal partner will have not only a technical understanding of the CRM software (e.g. Monday.com) but also be able to suggest a design for the CRM that's tailored to our needs.
Please respond with your qualifications (including successful, relevant projects, if possible) and your proposed budget range. Fluent English speakers only, please.
Thank you