We need help deciding on and selecting either a CRM system or database platform based on our company’s needs. We will also need help with integrating into an email marketing platform, such as Mailchimp.
The key here is in understanding what it is we are looking to accomplish and helping us select the most simple, efficient and cost-effective solution for our needs.
We will then need help setting up the platforms and doing any simple customizations.
Our business needs to collect 3 different types of contacts:
We will utilize the CRM to collect different information on each and will use email marketing for the Companies and for the Investors, each with separate types of campaigns.
Beyond standard contact information, we will need to create 6-7 custom fields for both Lenders and Investors and 1-2 custom fields for companies.
We then want to ensure seamless integration with the email marketing platform to easily run campaigns.
10 freelancers are bidding on average $507 for this job
Hi there, I can choose and customize a CRM system and integrate with email . If you have questions or doubts about anything, please feel free to ask me. Sincerely, Mir
We have successfully implemented CRM systems for several clients. We have an already built CRM system that is flexible enough to allow several custom fields. We can also integrate it with any SMTP