Develop Bespoke Monday.com CRM System for Garage Roof Replacement Business

Description:
We are a specialised garage roof replacement company seeking an experienced developer to create a tailored Monday.com CRM system. Our focus is on asbestos garage roof sheet removal and replacement, along with other types of garage roof replacements. Visit our website at https://garageroofcompany.co.uk/ for more information about our services.

Project Requirements:

Online Survey Integration:

– Create an online survey similar to our existing Google Forms
-Automatically input collected data into the CRM system

Automated Lead Management:

– Develop a system to categorise and track incoming leads through the sales process

Document Automation:

– Generate quotes, invoices, certificates, and warranties using customer data
– Utilise existing templates and populate them with CRM data

Automated Follow-ups:

– Implement an automated follow-up system for quotes (3 days, 1 week, 10 days)
– Set up post-job completion follow-ups for reviews
– Integrate with both email and WhatsApp

Geographic Lead Visualisation:

– Create a map-based system to display lead locations using postcode data
– Implement functionality to compare and analyse all types of survey data E.g. location, size of garages, price, type of garage etc.

Booking and Calendar Integration:

– Develop a calendar system for accepted quotes
Send automated booking confirmations to customers via email/WhatsApp
– Create a system for subcontractors to access job information, including photos and descriptions

Communication Integration:

– Ensure seamless integration with email and WhatsApp for all automated communications. Use Zapier if required to integrate all other business apps.

Additional Requirements:

– Experience with Monday.com CRM development
– Proof of previous built CRM systems
– Ability to suggest and implement additional features beneficial for lead-driven sales businesses

Please submit your proposal including your approach, timeline, and detailed cost estimate. Include any relevant experience with similar projects and your expertise in Monday.com CRM development.

If you have questions or need further clarification, please don’t hesitate to ask. We are open to scheduling a call to discuss the project in more detail.

Kind regards

Joe (Company Director)

Budget: $1,000

Posted On: August 20, 2024 11:27 UTC
Category: Full Stack Development
Skills:CRM Automation, CRM Development, Automation

Country: United Kingdom

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