Zoho/Infusionsoft/Insightly/Agile CRM database

Out of box CRM solution for database management for directory of serviced offices.

* Hold database of records I.e. 10k+ property addresses with 3 X descriptions I.e. brief description, property description, location description, up to 20 images ordered from primary image onwards, prices, 4 closest transport links.
* Disposition records with default status available
* Agent can move status from available to complete. I.e. agents will add to missing data fields then update to completed
* Completed will move file out of available status.
* Agents can only access available records.
* Agent permissions to only update selected fields. All other fields will be view only.
* Field drop down for providers agents will select provider
* Agents can create a new provider if not already present.
* New providers to be queued for admin approval.
* Completed records to be queued for admin approval.
* Admin status dispositions of; paused or trash.
* Paused and trash records will not be available for agents to see.
* De-dupe for newly imported records. based upon address and price fields.
* De-dupe will also dupe against paused and trash
* Plugin for Wordpress database. I.e. the databases will mirror.
* Productivity tracking of agents.

https://www.(removed by Toogit Admin)/invitations/accept/0cde0f14-9eb5-4b2f-9758-a49315c9692d
About the recuiter
Member since Nov 11, 2022
Amit Mustafi
from Texas, United States

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