Crm rationalisation - consultancy




Dai YoungUnited States


OpenAug 31, 2018
Set up crm system.

(Currently using Prosperworks, must have feature (1) gmail automatic integration to pool emails coming from a contact to different team members (2) automatic data gathering (3) field customisation up to 20-25 fields)

- 1 We need consultancy to understand if we can do cost efficiency moving to another crm who match our needs and is cheaper.

- 2 we need support to organise/rationalise the custom fields

- 3 if we identify the right cheaper version, we need support to migrate 1k user profile and -250 companies

Skills & Expertise Required

CRM HubSpot 

Offer to work on this project closes in 36 days!

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