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CRM Lead Round Robin

Lead broadcasting. Automatically broadcast new leads to your team via eMail or text. Redirect leads to a different team at the click of a button. Get notified as soon as somebody claims the lead.

In a single click, export a .CSV file of your lead data, suitable for importing into Excel or your CRM.

Structure your weekly team meeting in dashboard view. View recent leads by date of last activity. For every lead, see the claiming agent and the lead's current status.

Distribute leads per area location. Each team member is assigned to a Zone.

See how many you have received from each lead vendor. Slice and dice by date and vendor. View the total value of leads that have been sent your way.

Automatically send a customizable email to incoming leads.

Automatically send a customizable text message to incoming leads. Let the potential buyer know that you have received their inquiry and will get back to them shortly.

Create drip campaigns to leads by date pre scheduled. so that for example 3 months from now the lead will get an email, and get an email every 90 days. etc...

Have seperate login for Agents

Have separate login for Broker which will be overview Admin

Evner: CRM, Leads, MySQL, PHP, Software Arkitektur

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Om arbejdsgiveren:
( 0 bedømmelser ) United States

Projekt ID: #16723223

Tildelt til:


Greetings of the day! Thank you for posting the job. Have gone through your requirements and would like to work on this. I would like to update you that I have been working on the similar requirement for a long t Flere

$1000 USD in 25 dage
(16 bedømmelser)

21 freelancere byder i gennemsnit $557 på dette job


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$748 USD in 10 dage
(37 bedømmelser)

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$555 USD in 10 dage
(35 bedømmelser)
$555 USD in 10 dage
(15 bedømmelser)

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$611 USD in 8 dage
(28 bedømmelser)

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$250 USD på 1 dag
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$555 USD in 10 dage
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$577 USD in 10 dage
(21 bedømmelser)

Dear Employer, I have seen your requirements, I can do your CRM Lead Round Robin work very easily. I have 10+ years of experience in CRM development. ======================= Experience & Expertise =========== Flere

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