ZOHO ONE CRM setup and integration

I have a partially customized ZOHO CRM and am looking to have it set up to integrate with the different components available within Zoho One plus some external software via Zapier.

Quite honestly, I am not a systems expert or very organized. My goal is to go through the different components of my business in an interview format with some very basic flowcharts that I have prepared. And then I would like for the contractor to use that interview to outline and create a plan to implement within the Zoho One platform. I want to utilize the power of Zoho One.

My business is real estate and I am looking to create relationships with leads to convert to clients. I have several different types of leads including Real Estate Agents, Attorneys, Home Owners, Mortgage Loan Officers, Home Buyers, Title Companies, Home Inspectors, and Investors.

Some of the components/capabilities I would like to include in my CRM are:
Ringless Voicemails e.g., SlyBroadcast
Email (Zoho or other)
Video Email (currently using BombBomb)
Telephone to include incoming, outgoing, Auto-dialer, SMS, call recording, etc.
Retargeting
Social Media
Trello
Training
Direct Mail
Eventbrite
Meetup
Workflows/Automations
Zapier
IFTTT
And several others...

We will use agile project management to get milestones achieved.
About the recuiter
Member since Mar 14, 2020
Assam Bank
from Uttar Pradesh, India

---

---

Offer to work on this project closes in 75 days!
Are you interested in this Opportunity?

Looking for help? Checkout our video tutorial
How to search and apply for jobs

How to apply? Do you have more questions about the Job?
See frequently asked questions