CRM required for lead generation site
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£330(approx. $411)
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- Proposals: 9
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- #3258227
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Website Developer, Graphic Designer, Transcriber, Content writer, CAD Expert, Python Developer, Photo Editor, Web Scrapper, JAVA developer, Android developer, Wix/Shopify Expert,
Regensburg
2195169446604988579101671911728732543778284767553532265747683
Description
Experience Level: Expert
I need someone to create a CRM by where once a lead is added through our website, it will drop into the CRM system. The relevant purchaser will receive an email to state that a new lead is available with an option to "purchase" the lead. The key caveat is that the potential purchaser cannot see the lead's contact details until they've "purchased" the lead
Once the lead has been purchased, we want the lead to receive an email to show who is dealing with their enquiry.
Within the CRM we're looking for a workflow too, so for example, contact attempts, application submitted, application offered, application completed. Again at every stage we'd like the clients to receive an email update once the status has been changed
We would also require within the client file an option to add specific products, with the expiry date of the products and how much commission has been earned
Our website is www.theonlinemortgageguru.co.uk
Once the lead has been purchased, we want the lead to receive an email to show who is dealing with their enquiry.
Within the CRM we're looking for a workflow too, so for example, contact attempts, application submitted, application offered, application completed. Again at every stage we'd like the clients to receive an email update once the status has been changed
We would also require within the client file an option to add specific products, with the expiry date of the products and how much commission has been earned
Our website is www.theonlinemortgageguru.co.uk
Lee T.
100% (27)Projects Completed
23
Freelancers worked with
20
Projects awarded
24%
Last project
19 Jul 2023
United Kingdom
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