CRM with email marketing capabilities
$30-250 USD
Paid on delivery
I've attached a few screenshots of a couple of CRMs that I already use, but are way too complex for my needs.
The CRM I need has the following basic functions:
- should be web based
- 3 levels of access: administrator, agent, Virtual Assistant (VA)
- able to connect with MailChimp or a similar email marketing service
- able to connect with Google Apps
- secure
This would be the workflow needed to be captured by this CRM:
1. VA inputs leads ; see screenshot attached for the structure of the database
2. VA assigns the lead to various action plans (created in advance by the admin)
3. VA assigns lead to an agent
4. VA cannot delete or download data
5. Agent can see only contact information for leads assigned to him
6. Agent cannot delete or download data
7. Administrator creates action plans which consist of a series of emails that would be send at certain intervals to the certain clients
8. Administrator can download and delete data
Project ID: #5524470
About the project
5 freelancers are bidding on average $534 for this job
Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time. I am myself doing programming so you will directly work with one person and that's me. No mediators. No managers. No sub More
Hi, I have seen your screenshots and the roles for each user you have described in the project description, can you please tell me where google apps and mailchimp act here? Thanks Bala
I can do this work for you. But we need to discuss this before. For further discussion, we can have a meeting on Skype.
Dear Sir, I have 4 years of experience in Email Marketing on full-time bases. I am able to manage complete campaign and delivering results statistically. It includes; 1. Creating Newsletter (HTML-Responsive, SPAM FRE More