Sales CRM app
Budget
168$
per month
Posted: 4 year ago
Opened
- Description
- Possible to build a app which I can use while not in the office... roofing business... will need the following:
Company logo
Contract (to be signed and emailed back)
Attachments (pictures/ videos/ word/ pdf etc)
Currently using gmail calendar
1. Inbound call: Input:
Add a customers details: (calendar)
Take full address
Name
Contact number
Email
What’s the job: (input the Telephone conversation)
Where did you find us?
Arrange Call back
Arrange site visit
(Crm style)
2. Site visit
Measure up
Take notes
Take pictures
Option to Forward/ share if necessary
3. Email quote (drop down menus to choose template)
4. Follow up email: Decision
5. Email Decision/ more: information/ time needed? arrange to call back make notes date and time stamped
6. Start date
7. Email Part payment invoice drop down menus:
8. Flat roof - insulated flat roof - reroof pan tiles - reroof slater - reroof plain tiles - flat roof repairs - roof repairs - bay window - fascia & guttering (additional drop downs)
9. Email Part payment receipt
10. Email Google review
11. Email Balance invoice
12. Email Balance receipt
13. Guarantee email
14. Current jobs - pipeline - forecast
Home: dashboard
Customer: name/ email/ postcode/ tel
Appointments:
Quotes: £
Negotiations £
Sales call
Missed call
Pipeline £
Money in for the month £
Money outstanding £
Money quotes decisions £
Keap.com style
Skills:
customer relationship management (CRM),logo,video,adobe portable document format (pdf),forecasting,google gmail,image,iphone,microsoft windows,mobile,sales orders and invoices,stamp design
- Category
Source: peopleperhour.com
Drag