Building a CRM system in Zoho for converting inquiries into inspections
Client Management & CRM 400 USD
#Goal:
Create a CRM system that automatically converts requests (AOG) and commercial proposals into recorded inspections.
#Tasks:
- Automate the processing of AOG requests after completion (creating tasks and launching follow-ups)
- Set up automatic creation of deals for inspections when the client shows interest
- Automate the follow-up of commercial proposals (reminders, emails, statuses)
- Set up email chains depending on client behavior
- Automatically update the statuses of deals and contacts in the CRM
- Create a dashboard to track conversion to inspections
#Result:
A CRM system that operates automatically, reduces manual work, and helps to obtain more records for inspections.
Create a CRM system that automatically converts requests (AOG) and commercial proposals into recorded inspections.
#Tasks:
- Automate the processing of AOG requests after completion (creating tasks and launching follow-ups)
- Set up automatic creation of deals for inspections when the client shows interest
- Automate the follow-up of commercial proposals (reminders, emails, statuses)
- Set up email chains depending on client behavior
- Automatically update the statuses of deals and contacts in the CRM
- Create a dashboard to track conversion to inspections
#Result:
A CRM system that operates automatically, reduces manual work, and helps to obtain more records for inspections.