Zoho CRM expert needed

Posted last month

Worldwide

Summary

Looking for CRM expert to help us with CRM choice and integration. We run an Store.here in LA. Currently, our call center phone system is RingCentral, and we use WordPress/contact 7 on our website. we are looking for a dedicated 3rd-party CRM to handle our customer communication. Our main requirements: Smart Calendar System: To schedule appointments with clients and automatically send text notifications to both the customer and our team after the appointment has been scheduled📅 Instant Lead Follow-Up: To automatically text a default message (e.g., "Thanks for contacting us, we'll review your details shortly...") right after a lead call drops or is missed via RingCentral or contact form.(we have autoresponder on email, need to add Sms feature too) Holiday & Seasonal Text Blasts: The ability to schedule automated holiday greetings (July 4th, Christmas, etc.) to our database. Customer List Management: we can add work process updates for each customer, so the system gonna sent sms messages to customer aboyt work status changes First of all we need to integrate this crm wit4h RingCentral and contact form Thank you!

  • $40.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
CRM Automation
Marketing Automation
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:yesterday
  • Hires:
    2
  • Interviewing:
    5
  • Invites sent:
    1
  • Unanswered invites:
    0
About the client
Member since Sep 16, 2016
  • United States
    Lomita4:55 AM
  • $12K total spent
    159 hires, 36 active
  • 2 hours

Explore similar jobs on Upwork

Automation for B2B Meetings at Web SummitFixed-price‐ Posted 3 weeks ago
B2B Marketing
Lead Generation
Telemarketing
Cold Calling
Active Campaigns ExpertHourly‐ Posted 2 weeks ago
Shopify
WordPress
HTML
Kajabi
Landing Page
Campaign Setup
Klaviyo
Email Marketing
SendGrid
Drip
Sendy
Mailchimp
Marketing Automation
Zapier
ActiveCampaign

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo