More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment.
A description of what I am looking for
1. log into a portal by requesting entry and receiving text with a login code.
2. once in the portal being able to select between different entry points.
3. once in the area your working in, being able to create new customer. enter all the necessary data including contact information and schedule customer
4. with a link to zillow ( a Real Estate site) that will populate the pertinent information about the house into the proper fields
5. Once customer is scheduled, be able to upload photos and documents pertinent to that customer
5. Generate a contract from the information entered, have that contract sent to the customers email and be able to he hellosign the document.
Answer: The majority of your requirements for a CRM can be met by the top CRM software platforms but I’d recommend that you check this Zillow integration page to see the platforms that can pull in Zillow data. Linking to a document automation platform, like PandaDoc, through your CRM will enable a contract to be created automatically when your deal gets to a certain stage and have this document get signed.
How easy is it to double the number of online reviews your business has? Not as hard as you’d think when you fix the leaky bucket that is the current process for most businesses. For one of our clients, they’d been using a NPS survey to monitor their key staff and how well they were …
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some …
Looking at options for software to provide design feedback on proofs, edits, annotations etc. This is what we found: Red Pen (simple annotations on png files) – pricing around $25 pm Droplr (screen recording & screenshot tool) – priced around $10 per user per month with 5 user max. Notism (used for quickly getting to …
CRM to manage client acquisition and fulfilment
More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment.
A description of what I am looking for
1. log into a portal by requesting entry and receiving text with a login code.
2. once in the portal being able to select between different entry points.
3. once in the area your working in, being able to create new customer. enter all the necessary data including contact information and schedule customer
4. with a link to zillow ( a Real Estate site) that will populate the pertinent information about the house into the proper fields
5. Once customer is scheduled, be able to upload photos and documents pertinent to that customer
5. Generate a contract from the information entered, have that contract sent to the customers email and be able to he hellosign the document.
Answer: The majority of your requirements for a CRM can be met by the top CRM software platforms but I’d recommend that you check this Zillow integration page to see the platforms that can pull in Zillow data. Linking to a document automation platform, like PandaDoc, through your CRM will enable a contract to be created automatically when your deal gets to a certain stage and have this document get signed.
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How easy is it to double the number of online reviews your business has? Not as hard as you’d think when you fix the leaky bucket that is the current process for most businesses. For one of our clients, they’d been using a NPS survey to monitor their key staff and how well they were …
What the best software for creating webforms that send info to my project management software?
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some …
Top Design Collaboration & Revision Software Tools
Looking at options for software to provide design feedback on proofs, edits, annotations etc. This is what we found: Red Pen (simple annotations on png files) – pricing around $25 pm Droplr (screen recording & screenshot tool) – priced around $10 per user per month with 5 user max. Notism (used for quickly getting to …