Various functionalities to be added to Zoho as part of CRM system switch.
Royal Mail Address Checker
This will be used to screen current address and previous addresses of clients, ensuring that the address we complete on paperwork is the exact address the bank/lender would have.
PDF Pre Completion
We will need to ensure that our Letters of Authority for each product can be pre-completed with the information held in the contact record on Zoho
Pre Completion of Word Documents
Invoices etc should be able to be pre-completed using a mixture of the data held in the clients contact records as well as specific details relating the a single case that has been upheld and is due for invoicing.
Multiple Products
The CRM should be able to handle multiple products, as referenced above.
Multiple cases under each product
A client may have for example 4 PPI Claims total, with 4 separate lenders, as well as a mis-sold mortgage complaint with another lender. The CRM should be able to track each of these cases individually.
Master Tracker
A record should be kept in a ‘master’ file for each bank/product in order to easily search for example keywords ‘Barclays’ & ‘PPI’ which would then show a master list of each of the PPI claims submitted to Barclays along with a status of what stage each claim is at.
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