Our small company would like to set up a simple CRM by end of Feb. 2022 that our sales team can use to manage & track leads. We've explored options and prefer [login to view URL], but you can suggest alternatives. However, the automations and integrations are proving too complex for us to set this up in-house.
We would need you to work with our company founder to walk him through [login to view URL]'s CRM and help set it up for us. The system would need to do a few simple things:
- Pull leads from Mailchimp (using Zapier, presumably) and keep them updated based on behaviour.
- Pull customers from Shopify (Zapier again) and keep them updated.
- Allow our sales team to rank and prioritize leads by un/qualified, location, interests (tags), etc. etc.
- As a bonus, we would be able to collect leads from other sources including social media.
- We're open to considering any other functionality that you can suggest would be helpful.
We do not need to setup a customer service CRM--this project is for lead management only.
Our ideal partner will have not only a technical understanding of the CRM software (e.g. [login to view URL]) but also be able to suggest a design for the CRM that's tailored to our needs.
Please respond with your qualifications (including successful, relevant projects, if possible) and your proposed budget range. Fluent English speakers only, please.