CRM Customization For Private Aviation Company
Budget: $750 – $1,500 USD
Features needed:
- Flight search widget for website. Pulling airport data from API. Data needed; takeoff airport, landing airport, date, passengers, name, email and phone.
- Be able to pull website leads into CRM system.
- Option to be able to contact customers and leads in CRM system via email, sms or phone. Have communications with customers organized in CRM.
- Option to create professional quotes in CRM. Pulling data from lead form fill into the quote; takeoff airport, landing airport, date, passengers, name, email and phone. Responsive quote that can be open on mobile or desktop.
- Option to send e-signature documents from CRM system. CRM keeps track of signatures, documents and communications.
- Option to send payable invoice to customer from CRM system.
Be able to track leads through the whole sales process.
- Flight search widget for website. Pulling airport data from API. Data needed; takeoff airport, landing airport, date, passengers, name, email and phone.
- Be able to pull website leads into CRM system.
- Option to be able to contact customers and leads in CRM system via email, sms or phone. Have communications with customers organized in CRM.
- Option to create professional quotes in CRM. Pulling data from lead form fill into the quote; takeoff airport, landing airport, date, passengers, name, email and phone. Responsive quote that can be open on mobile or desktop.
- Option to send e-signature documents from CRM system. CRM keeps track of signatures, documents and communications.
- Option to send payable invoice to customer from CRM system.
Be able to track leads through the whole sales process.