$121.00 Fixed
We are looking for a simple, ready-to-use (if possible) CRM solution to replace HubSpot, which we find too complex for our needs. Our workflow is straightforward, and we need a database expert to either recommend or design a system that simplifies our sales process while aligning with our specific requirements.
What We Need:
Sales Management: Log, track, and manage leads from enquiry to closure or loss. Closed deals remain tagged until payment is received, while lost opportunities are archived. Customers should be able to have multiple sales opportunities at once.
Service Requests: Service requests can be submitted via the website or added manually. They remain active until resolved.
Customer Ownership & Visibility: Sales and service teams should have simultaneous visibility over customer records, ensuring smooth collaboration.
A CRM/database specialist who can streamline our system, resolve current challenges, and provide ongoing support to ensure efficiency. The ideal candidate will understand our business needs and recommend a solution that is both simple and effective.
- Proposal: 0
- 8 days
Dipankar Gupta
,
Member since
Apr 14, 2024
Total Job