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.
I’ve had a ball working with a popular winery and seeing them using and implementing great systems in their business. A few takeaways regarding their systems: Booking calendar – whether this is online (for people to book themselves) or hidden (so you can enter the dates and keep track of availability), having a calendar online makes …
What I’ve learnt today about creating change in people’s processes: Be understanding. Seriously, be empathic and accept that people are so filled with information that they need to turn the huge ship of their habits and processes around to start seeing things the way you see them. Nurture people into new habits. Working with a …
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 …
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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Insights from working with a popular winery
I’ve had a ball working with a popular winery and seeing them using and implementing great systems in their business. A few takeaways regarding their systems: Booking calendar – whether this is online (for people to book themselves) or hidden (so you can enter the dates and keep track of availability), having a calendar online makes …
Handling change
What I’ve learnt today about creating change in people’s processes: Be understanding. Seriously, be empathic and accept that people are so filled with information that they need to turn the huge ship of their habits and processes around to start seeing things the way you see them. Nurture people into new habits. Working with a …
Results: Doubled online reviews
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 …