CRM Set Up for Property Survey Business

Set up a CRM system ClickUp for our start-up Property Survey company on our ClickUp account.

The CRM system must have the ability to –

- create a lead with an automated serial ID when a quotation request is submitted from our Wix website [login to view URL], or when it is manually captured by an admin user;

- generate a PDF quote from the lead data with a 3rd-party PDF generator (customised quotation format and layout) and submit the quote to the customer;

- track quotes submitted to customers;

- periodically follow up on quotes submitted to customers until quotes are accepted (= deal) or cancelled;

- create a deal with an automated serial ID a) automatically when a quote is accepted, or b) when captured manually by an admin user;

- generate a PDF invoice from the deal data with a 3rd-party PDF generator (based on the above PDF quotation with minor changes);

- generate a Property Survey form from the deal data with custom input, dropdown, upload, and self-calculating output fields for capturing by a sub-contracted property surveyor;

- generate a PDF Property Survey report with a 3rd-party PDF generator;

- create records on a 3rd-party integrated database with the respective lead and deal data;

- create records on a 3rd-party integrated database with the respective user and property data;

The various records for leads, deals, users, and properties are known as objects. Users and properties are allocated/linked as objects to leads and deals (and vice versa) when leads and deals are created.

We will provide templates for the PDF quotation, PDF invoice.

The 3rd-party PDF generator must be proposed by yourself.

Xero or Quickbooks is optional for creating the PDF quotes and invoices.

We will provide the table formats required for each database (leads, deals, users, and properties).

Leads and deals pass through various statuses in their respective process flows, triggering specified actions such as creating a record, sending a mail, generating a PDF etc.

We may require your ad hoc support after the project completion when additions or improvements are required.