CRM Email Drip Campaign Functionality -- 2
$750-1500 USD
착불
CRM Email Drip Campaign Functionality – added to Suite CRM
Ability to add multiple timed email campaigns based on client type
Varied drip - (5 messages per week (Mon – Fri) first 2 weeks, 2 messages per week for the next
two weeks, then transfers to monthly promo campaign based on month [May would be email 5,
etc.] 2 copies, one for Purchase, one for Refinances and the ability to replicate this for other
programs (Realtors, LOs, Reverse Mortgages, Veteran focus, etc.)
12 month drip - 1 per month, sends on day activated based on month (start in May sends email
5, etc.) One set for potential clients, one for existing clients. Ability to replicate this for other
programs (Realtors, LOs, Reverse Mortgages, Veteran focus, etc.)
Touch email campaigns - based on Contact Status drop down
Ability to add additional Contact Status items related to single email when chosen
Adds contact info from Agent logged in
If no agent logged in, admin contact sent
Email to specific address (fruleads@re**.com) notifying us that a new lead has hit the system
Name resolution – if all caps or all lower case, convert to first letter cap rest lower case
Upon project completion you will need to provide detailed steps taken and whatever scripting was
developed to accomplish the project and full documentation in case someone else needs to
understand how this was designed.
What I want from you if you wish to bid on this project is the following:
Total fixed cost for the project –
Time to Complete (range in hours) –
What we are looking for is a company that has experience modifying Suite CRM. We will probably want
other modifications done to this open source CRM software and we feel someone with a strong
knowledge of Suite is important. Please share with us how many years your staff has been working with
Suite.
If you have developed a drip email campaign in the past, please let us know that as well. Any
examples or references would be a plus.
NOTE – If we add anything new to the project while in process, that would be a change order and you
can bill extra for that, but you must state what those additional charges are when the change order is
requested. Otherwise, the project cost should not vary
OSDial skill needed
프로젝트 ID: #15610022
프로젝트 소개
이 일자리에 대한 프리랜서 21 명의 평균 입찰가: $1377
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