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Budget:

1,500 - 3,000

Posted on

5/17/16 11:15 PM

Buyer:

dan***

This project has expired

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Description

We are looking for a website + Native APP style CRM

For:

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.....

Caller:-

Call Leads

 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)

Support

  Tools

  Documents

  Contact (management, complaints)

Appointment Log

  Commission logbook

Account information

Seller:-

Diary

  Mark Outcome

  Availability

Tools

  Calculators

  Deposit Payment (payment integration)

Installations

  Send off order info

  Sign

  Installation Log

      Commission log

Statistics

Support

Account info

Accounts/Management:-

Monitor progress

Apply leads + data to callers

Provide Support

Receive Contact

 

 

Interested in discussing in more detail and knowing the cost of system build.

Looking to get going asap.