$948.00 Fixed
I'm in need of an expert who can set up my Odoo CRM specifically for sales management. The key features I need are lead tracking and pipeline management. Most importantly, I need the CRM to be configured for immediate use.
Ideal skills for this project include:
- Extensive experience with Odoo CRM
- Proficiency in sales management software
- Knowledge in setting up CRM systems for immediate use
- Expertise in lead tracking and pipeline management features
I will be starting fresh without any existing data to import, so the project will solely focus on the setup and configuration of the Odoo CRM system.
CRM will be in dutch
Setup odoo for collecting leads, possibility to divide leads into categories, schedule for visit, make a quote, follow up this quote by email and by phone
• Collect leads at an event via a form on tablet, landing page and QR code so that the customer can use their own mobile phone. After entering data, the customer receives a confirmation email with entered information... we also receive a confirmation email with entered information internally.
• Lead form in 3 languages must contain the data provided
• Assign leads to sales
• Schedule leads with Google agenda linked to CRM
• Enter quote information in CRM to generate a quote or upload a quote in PDF
• Add folder and general terms and conditions in PDF to the quote
• Follow up quote by email and possibly by phone
• Sign quote online
- Proposal: 0
- 18 days
Ashok Embranthiri
,
Member since
Sep 9, 2024
Total Job