CRM system suggest and setup

We are a tour operating portal. Looking to integrate a CRM system. We want to pursue leads more aggressively and do the lead management more actively. Currently a customer can contact us via -

1. Contact form on website [url removed, login to view] – contact form 7 plugin in wordpress

2. Chat on website – [url removed, login to view] plugin

3. Phone call on our IVR number taken from [url removed, login to view]

4. Email to our helpline email

Our requirements are

1. All these 4 channels should be integrated to the CRM system. Chat we can use any other chat plugin if that helps, IVR will remain same as it is now, email is IMAP system via godaddy.

2. Anytime a new customer contacts us on any of these channels, a new CRN number should be generated and we should be able to track customer history

All subsequent conversations and transactions with that customer should be trackable by looking up his history

3. Based on followups we select, system should be able to send them reminder/engagement emails at decided intervals

4. Generate followup flags for sales team daily

5. Record customer interaction history for each customer

The job for the candidate would be

1. Recommend a suitable CRM system, ideally freeware. Suitecrm is preferred.

2. Do the implementation to integrate the 4 channels into the CRM

3. Guide us on how to use it

Skills: CRM,, SugarCRM, Zoho

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About the Employer:
( 1 review ) Delhi, India

Project ID: #14304958

6 freelancers are bidding on average ₹3433 for this job


My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have built a large number of applications specifically on the More

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Based on project objectives, my team and I can deliver a customized solution with live training session and complete documentation on using the new system. Post-project check up also included. Relevant Skills and Expe More

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Hi, Greetings for the day. We have gone through the requirements .We can help you implementing CRM for your 4 channels. We are an expert in software solutions design and development with 13 years of experience. Can More

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Worked with livpure that developer all functionaity in crm. also worked with taction software pvt ltd

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