Needing someone to source and set up a leads system preferably hosted in a Cloud based system for only a few users - must take from 1-20 users and I don't want to pay more than $10 per month for the ongoing crm hiring cost.
Would like to track sales leads, allow various people in different countries to access data, call from the lead database, track emails, complete history of clients and comments, link appts, link outlook too if possible (this is optional), send emails to email database generated from the system, integration of invoicing, quotations, proposals and other documents that can be stored to each relevant record
Must import all our existing records from excel
Ability to use ongoing IT support services from the company doing this
6 freelancers are bidding on average $279 for this job
I have extensive experience in CRM Solutions (Salesforce Certified Admin, Zoho Alliance Partner, MS Dynamics), a well experienced CRM Administrator, Power user Trainer.