We are looking for a website + Native APP style CRM
Callers to book appointments, receive and call leads.
Sellers, receive appointments in diary, process order
Accounts, apply leads to callers, monitor progress, process orders
How it is used.....
List of customer records
Call customers (using our phone system integration) - all set up ready to integrate
Book appointments into reps diary
Leave notes and outcomes of calls
Inbox for web provided leads
Call Back System
Statistics (company stats of callers progress)
Contact (management, complaints)
Deposit Payment (payment integration)
Send off order info
Apply leads + data to callers
Interested in discussing in more detail and knowing the cost of system build.
Looking to get going asap.