Zoho CRM automation and customization
Budget: $30 – $250 USD
I am looking for someone to customize and automate my Zoho CRM system. I have the existing process flows and procedures in place, so I won't need to develop any from scratch. I need someone to create a template setup for the system. Furthermore, I will require workflow automation and data migration for my CRM. User access to the system will be through web-based and mobile. These are my requirements. I want this project finished by Monday.
Automatic auto-response email and text on zoho CRM for each lead that comes from the website ( not entered manually)
Seeing all text communication on CRM lead section
An agent receives the notification for any leads that are not entered manually ( coming from a website or another place).
Make the chatbot better, certainly at the end of the chat.
Can we make the chat through text message, or can we have the text notification when the chat is started?
People that registered on website don't need to put their information in chat another time to chat with us
Make the CRM look friendly (In design and tabs) and remove all data we don't want.
Check all my drips emails to see if they work well.
I can send any blog post on my website as an email to all or a certain amount of my leads.
Automatic auto-response email and text on zoho CRM for each lead that comes from the website ( not entered manually)
Seeing all text communication on CRM lead section
An agent receives the notification for any leads that are not entered manually ( coming from a website or another place).
Make the chatbot better, certainly at the end of the chat.
Can we make the chat through text message, or can we have the text notification when the chat is started?
People that registered on website don't need to put their information in chat another time to chat with us
Make the CRM look friendly (In design and tabs) and remove all data we don't want.
Check all my drips emails to see if they work well.
I can send any blog post on my website as an email to all or a certain amount of my leads.