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Configure Zurmo for our specific purposes

$30-250 USD

Cancelled
Posted almost 9 years ago

$30-250 USD

Paid on delivery
We have installed a basic CRM software and we need someone who knows the software to be able to strip out the stuff we dont need. We are a distrubution business and our leads come from four sources: 1. Direct Enquiry 2. Trade Shows 3. Head Office Referral 4. Recommendation (Fellow Distributor/Existing or potential customer/Professional) Once an enquiry is created, we then follow up with phone calls, emails, quotes etc and we would like the ability to update the record to show who spoke tot he customer last and what was said, if we are to call back then a task set for that date. Thats about it! Happy bidding :o)
Project ID: 7728073

About the project

1 proposal
Remote project
Active 9 yrs ago

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About the client

Flag of UNITED KINGDOM
Livingston, United Kingdom
4.9
7
Member since Jul 25, 2014

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