INTL
Freelancer
어려움
외주
원격 가능
Automated CRM System for Real Estate Company
예산
$12,500~$37,500 INR
예상 기간
2~3개월
난이도
어려움
기술 스택
PHP
Software Architecture
CRM
MySQL
Automation
Zoho CRM
HubSpot
WhatsApp API
Email Automation
AI 분석 요약
Mathura–Vrindavan에 위치한 부동산 회사(AGRAWAL DEVELOPERS)를 위한 완전 자동화된 CRM 시스템 구축 프로젝트입니다. 리드 관리, 영업 파이프라인 설정, 다양한 채널(페이스북, 인스타그램, 웹사이트, WhatsApp) 통합, 자동화된 팔로우업, 대시보드 및 리포팅 기능을 포함하며, Zoho CRM 또는 HubSpot 구현 경험이 필수적입니다.
프로젝트 원문 설명
We are a growing real estate company (AGRAWAL DEVELOPERS) based in Mathura–Vrindavan, focused on residential plots and investment projects.
We are looking for an experienced CRM Implementation Specialist (Freelancer) who can design and set up a complete automated CRM system to manage leads, follow-ups, and sales conversions.
Our goal is to build a system-driven business that can run on autopilot.
⸻
Scope of Work
1. CRM Setup & Customization
• Setup CRM Software
• Create complete sales pipeline:
Lead → Qualification → Site Visit → Negotiation → Booking → Closing
• Add custom fields (budget, location, plot size, source, etc.)
⸻
2. Lead Integration
• Integrate:
• Facebook & Instagram Ads
• Website forms
• WhatsApp inquiries
• Automatic lead capture and assignment system
⸻
3. Automation & Workflows
• Follow-up reminders for sales team
• WhatsApp / Email automation
• Drip campaigns for nurturing leads
• Auto-tagging (Hot / Warm / Cold leads)
⸻
4. Dashboard & Reporting
• Daily & weekly sales dashboard
• Lead source performance tracking
• Conversion tracking system
⸻
5. Team Training & Handover
• Train our sales & telecalling team
• Provide simple SOPs and workflow documentation
⸻
Required Skills
Proven experience in CRM implementation
Strong hands-on experience with:
• Zoho CRM
• HubSpot
Automation & workflow building
Lead management system design
⸻
Preferred (Bonus)
• Experience in real estate CRM systems
• Knowledge of WhatsApp API integrations
• Understanding of sales funnels & conversion optimization
⸻
Deliverables
• Fully functional CRM system
• Automated workflows
• Lead tracking dashboard
• Team training completed
• SOP documentation
We are looking for an experienced CRM Implementation Specialist (Freelancer) who can design and set up a complete automated CRM system to manage leads, follow-ups, and sales conversions.
Our goal is to build a system-driven business that can run on autopilot.
⸻
Scope of Work
1. CRM Setup & Customization
• Setup CRM Software
• Create complete sales pipeline:
Lead → Qualification → Site Visit → Negotiation → Booking → Closing
• Add custom fields (budget, location, plot size, source, etc.)
⸻
2. Lead Integration
• Integrate:
• Facebook & Instagram Ads
• Website forms
• WhatsApp inquiries
• Automatic lead capture and assignment system
⸻
3. Automation & Workflows
• Follow-up reminders for sales team
• WhatsApp / Email automation
• Drip campaigns for nurturing leads
• Auto-tagging (Hot / Warm / Cold leads)
⸻
4. Dashboard & Reporting
• Daily & weekly sales dashboard
• Lead source performance tracking
• Conversion tracking system
⸻
5. Team Training & Handover
• Train our sales & telecalling team
• Provide simple SOPs and workflow documentation
⸻
Required Skills
Proven experience in CRM implementation
Strong hands-on experience with:
• Zoho CRM
• HubSpot
Automation & workflow building
Lead management system design
⸻
Preferred (Bonus)
• Experience in real estate CRM systems
• Knowledge of WhatsApp API integrations
• Understanding of sales funnels & conversion optimization
⸻
Deliverables
• Fully functional CRM system
• Automated workflows
• Lead tracking dashboard
• Team training completed
• SOP documentation
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