We require someone to create the below customisations on our SuiteCRM software. We already use the suitecrm software to manage all of our clients, but we need assistance creating some customisations:
- Creating a follow up email sequence which will be sent to new enquiries after we have spoken with them on the phone or emailed them about their enquiry.
- Syncing our invoicing software (quickbooks online) with our CRM software so we can send invoices automatically when converting a lead.
- creating a workflow, so when the lead is converted, the CRM automatically puts certain fields and information into a calendar event (that is linked to our google calendar). The workflow, should also send the converted lead off an invoice / booking Confirmation via email automatically and down the track, a text message (we can organise this later though). We would like the converted lead to receive a email a couple of days before their event, and one the night of their event.
We have done a lot of the work for these already (including email templates), we just need someone to put it all together and finish it up.
6 freelancers are bidding on average $169 for this job
Hello Thanks for your job post. I have read your job description with care. As web developer I have some deep experience in suite CRM. I can help you well. Please feel free contact me. Thanks Regards