We are a small home improvement business and require Zoho customisation. We have only very recently started using Zoho One but are wanting to implement it throughout our business over time.
Below are our initial requirements that we would like to treat as a phase 1 project.
1. Adding leads to CRM leads
• IF lead from Adwords, our website or Facebook received THEN leads import to ‘New lead’ in CRM
• WHEN lead added to CRM THEN message sent to new lead introducing the company and saying we will be in touch soon
2. Our office will call new lead and book appointment for surveyor.
• IF appointment is booked THEN the time data will be synced with Google Calendar
• CRM will send email and text to customer confirming appointment
• CRM will send email and text reminders to customer confirming appointment
3. Populating Zoho Writer with data from leads
IF an appointment is booked for the surveyor THEN data from lead will populate a quote/contract in Zoho Writer
4. IF a lead is converted to won THEN a template project is created in Zoho projects
19 freelancers are bidding on average £469 for this job
Hi i'm donald I have more than 5 experiences on zoho it's quite simple for me but I have a few questions to ask so please send me a message for more other details thank you Sincerely, Donad Tapigue.