Need help deciding and setting up best CRM for my business

  • Posted:
  • Proposals: 11
  • Remote
  • #670156
  • Awarded
Zeeshan C.
Julie M.Naresh P.EurEx C.Awais A. + 6 others have already sent a proposal.
  • 1


Experience Level: Intermediate
General information for the business: We help individuals to find the right care for them
Industry: Healthcare
Description of consulting work: I need someone to help look at my process and then find the right CRM system to match my needs.

It needs to be able to:

1) Integrate with our website, so leads go straight into the CRM
2) Send automated emails to the leads through the process
3) Also manage the suppliers within the same system, who will have their own process. They too will be leads that need converting and have a email automation process.
Extra notes: I have a business that helps people to find the right care for them. There are two sides of the business:

1) helping the individuals to find the care
2) signing up and managing the suppliers (care providers)

The individuals fill in a form, it comes through to us and then we follow a process to help that individual get into a care home. We also introduce them to other services that are suitable.

Alongside this, we are marketing to suppliers and getting them to sign up to our service so we can get them more business.

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