Building a CRM

### Lead Management
1. **Basic Lead Management**:
   – Collect leads from various sources (website, landing page, social media).
   – Track lead status throughout the customer lifecycle.
   – Categorize leads by source, interest, status, etc.

2. **Lead Automation**:
   – Automatically send messages to new leads.
   – Create automated tasks for the sales team based on lead status.

### Integrations
1. **WooCommerce Integration**:
   – Track orders and customer activities in WooCommerce.
   – Sync customer and order data with the CRM.

2. **WhatsApp Integration**:
   – WhatsApp chatbot for managing customer communication.
   – Unlimited message sending to customers via WhatsApp.
   – Support for group messages and broadcasts.

3. **Facebook and Landing Page Leads Integration**:
   – Capture leads from Facebook campaigns and landing pages directly into the CRM.
   – Automatically send messages to new leads from campaigns.

4. **Zapier and Make Integration**:
   – Automate tasks and processes between different systems.
   – Create custom workflows based on triggers and actions.

### Communication and Marketing
1. **Email Marketing**:
   – Create email marketing campaigns.
   – Automatically send emails to leads and customers.

2. **Email Marketing Templates**:
   – Pre-designed templates for use in campaigns.
   – Ability to customize templates as needed.

3. **Drag & Drop Landing Page Builder**:
   – Drag & drop design tool for easily creating landing pages.
   – Ready-to-use templates for landing pages.

4. **Analytics and Reports**:
   – Customizable reports to track campaign performance.
   – Analyze lead, sales, and customer data.

### Customer and Sales Management
1. **Basic CRM**:
   – Customer profiles with comprehensive information.
   – Log communication with customers (emails, calls, messages).

2. **Task and Reminder Management**:
   – Create tasks and reminders for the sales and service teams.
   – Sync with Google Calendar and Outlook.

3. **Live Chat Support**:
   – Live chat on the website for immediate customer service.
   – Track chat activity and save history.

### Additional Tools
1. **Automation Tools**:
   – Ability to create automated workflows based on conditions and triggers.
   – Integration with third-party systems to complete automated processes.

2. **Team Management**:
   – Ability to assign leads and tasks to different team members.
   – Track team member performance

3. Chatbot for whatsupp
* also send automatic massage to new lead

Hourly Range: $10.00-$30.00

Posted On: June 20, 2024 20:13 UTC
Category: Full Stack Development
Skills:Web Application, Customer Relationship Management, CRM Software, JavaScript

Country: Israel

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