Help with CRM & Workflow.

Suljettu Julkaistu 6 vuotta sitten Maksettu toimituksen yhteydessä

£18-36 GBP / tunti

Suljettu

Hi there

We are looking for some help in setting up our business workflow.

We want to pull our Facebook leads and other leads into a CRM and then understand how we can take that customer through our Sales CRM to the point where they become a sale which is then processed & connected to Freshbooks (which then creates their recurring profile) which is then connected to Stripe to complete the payment. Along the way we want automated emails triggered in Mailchimp and various SMS sent out etc.

Ideally, (once the above is completed), we would like to be able to integrate a page on our website where clients can also order our services which we only currently offer through ordering over the phone.

Any suggestion or ideas on how to simplify this workflow would be also welcomed.

Kind Regards

Asiakkuudenhallinta Markkinointi Facebookissa Mailchimp PayPal API Stripe

Projektin tunnus: #14721252

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