CRM work and suggestions
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- Proposals: 3
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Description
Experience Level: Intermediate
General information for the business: We sell a service both direct to clients also through a reseller network. I need a simple CRM system and help to set it up.
Industry: Internet/Software
Description of support work: I need to be able to set up a CRM ( i have a ZOHO Login now) so that I can add leads and then as these leads grow allocate them to resellers in my network. I also need the resellers to be able to have their own login and create their own leads and these will then automatically allocate to them.
I then need the resellers to manage the leads either created by them or allocated to them and I need to be able to see all of this, however I cannot have the resellers able to see each others information.
I want to be able to manage the resellers like this and Im not sure if this is possible on Zoho. I need them to each have their own logins and to only see this part, but I need to see a "master view
Finally I also will have some leads the we will manage directly, and these need to be in my "master" view, but not able to be seen by the resellers.
I also want to be able to allocate tasks and attachments, to my resellers.
I also eventually want to manage campaigns from a CRM and allocate these to resellers, to follow up.
we will need help to set the structure up, train my partner and I and then do a manual or video so we can use this to train the resellers .
Please let me know what capabilities you have and the cost for this project. If the cost is to high, we won't be able to proceed as we are just starting up at this stage. Im open to recommendations on other products that might be OK to start with as a low cost option. Zoho is a preference at present but open...
Extra notes:
Industry: Internet/Software
Description of support work: I need to be able to set up a CRM ( i have a ZOHO Login now) so that I can add leads and then as these leads grow allocate them to resellers in my network. I also need the resellers to be able to have their own login and create their own leads and these will then automatically allocate to them.
I then need the resellers to manage the leads either created by them or allocated to them and I need to be able to see all of this, however I cannot have the resellers able to see each others information.
I want to be able to manage the resellers like this and Im not sure if this is possible on Zoho. I need them to each have their own logins and to only see this part, but I need to see a "master view
Finally I also will have some leads the we will manage directly, and these need to be in my "master" view, but not able to be seen by the resellers.
I also want to be able to allocate tasks and attachments, to my resellers.
I also eventually want to manage campaigns from a CRM and allocate these to resellers, to follow up.
we will need help to set the structure up, train my partner and I and then do a manual or video so we can use this to train the resellers .
Please let me know what capabilities you have and the cost for this project. If the cost is to high, we won't be able to proceed as we are just starting up at this stage. Im open to recommendations on other products that might be OK to start with as a low cost option. Zoho is a preference at present but open...
Extra notes:
Steve T.
100% (16)Projects Completed
15
Freelancers worked with
12
Projects awarded
38%
Last project
24 Aug 2019
Australia
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