CRM set-up using Monday.com
- or -
Post a project like this£30/hr(approx. $38/hr)
- Posted:
- Proposals: 13
- Remote
- #3430153
- Expired
Trusted CRM Consultant and Data Automation Expert. Automating your business, designing your future!
Mumbai
Complete Website development, Mobile application development, Logo designing and SEO, SMM, Digital marketing solutions.
Bangalore
CRM, Strategy and Digital Automation Specialist - HubSpot Gold Partner
Ashby de la Zouch
206294656231482642406684878141118821630058418465357561728455142013319918643058159
Description
Experience Level: Expert
We are a joinery firm that specialize in box sash windows and bespoke joinery. We would like a CRM to progress our jobs through from initial customer enquiry; through response and booking of quote appointment; then on to a survey with full measure up and all specs confirmed. This information should then supplement the creation of a job bag, which in turn gets passed on to the workshop for production. At this point we would need the job to split so that the workshop can move through their production and order the requisite timber, whilst the office can organise the glass, ironmongery and paint orders.
Once production has been completed, the workshop should then move the job bag back to the office so an instillation date can be set and booked into the calendar This would then be installed by the fitters and the job would be snagged and marked for completion.
We would like to set up automations to email customers with updates, deposit requests, pre delivery invoice and final balance invoice. We are trying to set up a survey sheet that can incorporated with the job bag (currently looking at onenote options but open to ideas).
We would also like the CRM to manage our contacts so that we have all jobs and enquiries on file as we often have to refer back to them and frequently get repeat custom with a lot of our customers completing works over multiple stages.
Once production has been completed, the workshop should then move the job bag back to the office so an instillation date can be set and booked into the calendar This would then be installed by the fitters and the job would be snagged and marked for completion.
We would like to set up automations to email customers with updates, deposit requests, pre delivery invoice and final balance invoice. We are trying to set up a survey sheet that can incorporated with the job bag (currently looking at onenote options but open to ideas).
We would also like the CRM to manage our contacts so that we have all jobs and enquiries on file as we often have to refer back to them and frequently get repeat custom with a lot of our customers completing works over multiple stages.
Benjamin B.
0% (0)Projects Completed
-
Freelancers worked with
-
Projects awarded
0%
Last project
5 May 2024
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies