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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Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for the …
Have been looking at digital signage software options that are simple to use and don’t cost the earth. Before checking out the options, I thought that some simple options might be free with a reasonable upgrade cost being around $10 – $20 per screen per month or perhaps a once-off cost of under $200. Let’s …
Build It In this stage we develop the core of your online platform: A professional website for your real estate agency business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage …
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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