Custom CRM for Sales, Telesales and Data Entry

Job ID: 40627007

Budget: $250 – $750 AUD

Custom CRM - Made For Telesales, Data Entry, Sales Person
- We are looking for a crm that is customised to our business
- We would like it to integrate dial paid into this CRM
- We would like the data within the crm for all events that are upcoming in month, year date order
- We would like to have all clients under the events that they are attending
- We would like a call outcome for each lead called
- We would like a follow up reminder and call out come
- We would like it to be able to send emails after each call
- We want to be able to see all activity done from the telesales department
- Once a lead is generated the telesales can assign it to a sales agent to manage the quoting, sales cycle
- We would want to see all calls and emails made by sales agent
- We would want to see call activity and outcomes
- We would want to either mark it as SOLD or Archive it till the next event
- All events for the 1 client must be seen on client profile
- Pricing and Products will be stored on this system in which we can add image, change pricing, add to a quote, etc
- Sales department will be able to produce a quote from this system
- Sales department activity on the quote - calls, emails, notes
- Data Entry
- this user is able to enter events by date and month order
- They will be entering company name, address, (google api), marketing email, generic email, linkedin etc
- this user will be allocating this to a telesales person to dial
- After the telesales has dialled data 100% it will go back to data entry user to reallocate
- Telesales user - must mark is invalid etc when call is made

Looking for someone to help build and support this system.