Zoho CRM Specialist

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Project Overview: Zoho CRM Customization for TBC Development We are looking for a contractor to assist in customizing and optimizing our Zoho CRM setup to better track and manage leads across Real Estate, Accommodations, and Memberships. Our goal is to create a unified Leads Module that streamlines data collection, segmentation, and automation. Key Objectives: Develop a unified Leads Module to track all lead types in one place. Implement custom fields to capture essential details, such as lead source, contact preferences, budget ranges, and booking status. Automate workflows for follow-ups, tour scheduling, and confirmation emails. Explore data enrichment, including automating location detection from IP addresses. Set up tagging and filtering options for efficient segmentation. Automation Considerations: Automated follow-up reminders for real estate leads. Booking confirmations and post-checkout emails for accommodations. Tour scheduling notifications for membership prospects. We are seeking a contractor with experience in Zoho CRM customization, automation workflows, and data structuring to implement these features effectively. If you're interested, please provide an overview of your experience and estimated timeline for execution.

Keyword: Digital Marketing

Price: $65.0

Marketing Automation Marketing Campaign Setup & Implementation Zoho CRM CRM Software Email Communication Lead Generation