We need to build a CRM, task management and so much more. We have tried so many platforms, and none of them check all of our boxes.
I’m available to support you if needed. I’ll send you a PM.
Hello Christie! I also answered to your other post (here).
I think you should contact our head of sales Fredrik at (firstname.lastname@example.org) and try to set up an initial chat in order for him to fully understand your needs and help you create the Scope for an eventual implementation project.
Please get in touch!
I appreciate you responding so promptly. We are looking for these specific things.
- CRM databases allow us to funnel / filter large amounts of client data. Currently, we have about 5,000 leads, gathered since December 2019. CRM databases have horrible task management / project management capability.
- We are a team of 5 women, looking to share tasks along the transaction process. Our current checklist is 101 lines long, spreadsheet format. With each property transaction, tasks will be shared among many individuals. Some tasks are dependent upon the tasks of another individual, many tasks are independent.
- To manage a complex client transaction process, among 5 women, working at different points throughout the day. Automated as much as possible.
- To manage/ funnel/ filter a large number of client leads, based upon tags assigned by Ylopo
- To view a current conversation between AI of Ylopo and our clients
- Emailing clients directly from Monday. Eliminating individual email chains and the task of copying/pasting a client’s email into Gmail.
- Texting clients directly from Monday - bonus!
- Form capability - exporting selected client information into a professional, branded format for partner agencies (title companies, etc)
Thank you @cookchristie19 for the comprehensive list.
We will be able to help you out and we have solved similar needs in monday before.
I saw that you also sent me a PM, I will continue the conversation there.