
CRM / Appointment Scheduling / Automation & Connecting Systems
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Post a project like this1241
£800(approx. $1.0k)
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- Proposals: 25
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- #3657238
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11+ years of exp. in Graphics Designing, Web Designing and Web Development

Senior Software Engineer | Building Scalable Apps, Everywhere | Mobile, Web, Desktop | 15+ Years

PPH #1 "Top Rated" Service Provider in Development & IT : Wordpress, Shopify, Magento, Squarespace, ZOHO, WHMCS, Salesforce, Vtiger, Learndash, Moodle

Web & Mobile App Developers | Admin Panels, APIs, Real-time Apps | 100+ 5★ Reviews

2052616660817310788757260486225851279883525373237315913420766227203275266384826104
Description
Experience Level: Expert
I'm looking for help in reviewing CRM & automation processes.
We've been using Zoho CRM for a long time, we also use get response for basic email induction sequence, a different service for text messages and now we are looking to set up an appointment scheduler to allow customers to book appointments directly.... ( This looks like yet ANOTHER new system )... We also use MS teams for basic applications, ie video calls and one drive for transfer of files ( we don't use MS email )
We're looking to set up a robust appointment scheduling system, ie text reminders, email. It would be good it we could pull this into a single system that was easy to use and allowed for mobile calendars. Team of 10-15 people. Alternatively setting up some triggers to connect systems would also work.
Currently, we get lead form.... Input lead manually into CRM.... Call customer to set up appointment.... No one answers so we try again next day.... Get customer and book in date... Then Customer doesn't show for appointment and that's it... Ie there is no reminder text or follow up text etc, etc, etc. It sits on our CRM with no further action.
Thanks
Tommy
We've been using Zoho CRM for a long time, we also use get response for basic email induction sequence, a different service for text messages and now we are looking to set up an appointment scheduler to allow customers to book appointments directly.... ( This looks like yet ANOTHER new system )... We also use MS teams for basic applications, ie video calls and one drive for transfer of files ( we don't use MS email )
We're looking to set up a robust appointment scheduling system, ie text reminders, email. It would be good it we could pull this into a single system that was easy to use and allowed for mobile calendars. Team of 10-15 people. Alternatively setting up some triggers to connect systems would also work.
Currently, we get lead form.... Input lead manually into CRM.... Call customer to set up appointment.... No one answers so we try again next day.... Get customer and book in date... Then Customer doesn't show for appointment and that's it... Ie there is no reminder text or follow up text etc, etc, etc. It sits on our CRM with no further action.
Thanks
Tommy
Projects Completed
21
Freelancers worked with
13
Projects awarded
21%
Last project
20 Aug 2025
United Kingdom
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