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I need a customer CRM for my property business

  • Posted:
  • Proposals: 31
  • Remote
  • #4176021
  • Awarded
Deepak K.Armaghan A.Keltoum B.Vah D.Anushri B. + 26 others have already sent a proposal.
  • 11

Description

Experience Level: Intermediate
I currently run a property business, we are currently operating from excel spreadsheets and dropbox and I need to move to either Salesforce or Monday crm, I need to reduce duplication, human error and integrate some auto workflow etc, I would also like text messaging and postcode look ups etc,

Is this something you could help with?

Many Thanks

William

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Clarification Board Ask a Question

  • Osama S.

    Hi William,
    Are you open to upgrading your Excel CRM?
    If you have specifications that currently don't exist in your CRM, I can update it to meet your requirements, or create new one.