Configuration and Selection of CRM for Washing Machine in the United States
Transfer of customer data to CRM. General data, delivery address and payment data (e.g. Stripe from CMS (e.g. Wix or Webflow.
2) The CRM must have the basic functions of the wheel so that the status of orders can be changed, for example in the following sequence:
New order / In progress / Picked up / Washing / Ready for delivery / Delivered / Completed / Cancelled
3) The CRM should be able to automatically exhibit the background accounts for the specified amount, with the client’s automatic recording, according to the order status “Delivered” (e.g. the work model Save and Reuse in Stipe https://stripe.com/docs/payments/save-and-reuse)
4) CRM should be in English, and support U.S. payment systems.
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706 3 0 I have been involved in the implementation for 5 years, implementing 90+ projects.
I am currently working with ZohoCRM, PipeDrive, KeyCRM.
The project is done by phases:
1 . Audit of business processes, drawing up the final project.
The 2nd Implementation and integration.
3 . Start in operation, training.
and 4. Preparation of educational materials.
and 5. Supplier (on the weather basis)
Your requests may be ZohoCRM, but for details I suggest calling in Zuma for 30 minutes for a more detailed analysis. What do you say?
… The budget will be recorded after communication (now indicated the target for the project under the key)
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537 2 0 Good day !
Weather, I can offer you a CRM with great possibilities and at an affordable price. This is Planfix. Planfix works on the principle of the designer, where you can make all the necessary settings.
I’m a more than 4 years certified business partner of the Planfix platform and I’m only working with this CRM, so I have profound knowledge and great practical experience.
We have made a customized integration from Stripe, where you can automatically exhibit the account. The autographs have not yet done, but if you are interested in our offer, we will be able to process this option.
All the other options described in your TZ are in PlanFix.
… I will indicate the cost of the project.
If you are interested, please write, we will discuss the alternatives.
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11111 99 0 1 Healthy
If not an urgent task, then yes.
Consider the airtable option.
There is everything you described.
HTTPS://airtable.com/invite/r/C8ujoxOv
Go to the link and see.
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2623 26 0 1 Hello to
We can adjust to your needs, and record the learning video on the system.
Implementation/Settings/Support/Training
Cases in the profile and on the website
Write to LS.
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Это все требования? Например с вотсап не нужно интегрировать? Аналитические отчёты нужны? Сегментация клиентов?
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Как вариант рассмотрите airtable
есть все что Вы описали
https://airtable.com/invite/r/C8ujoxOv
Переходите по ссылке смотрите. -
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