CRM system suggest and setup

We are a tour operating portal. Looking to integrate a CRM system. We want to pursue leads more aggressively and do the lead management more actively. Currently a customer can contact us via -

1. Contact form on website [login to view URL] – contact form 7 plugin in wordpress

2. Chat on website – [login to view URL] plugin

3. Phone call on our IVR number taken from [login to view URL]

4. Email to our helpline email

Our requirements are

1. All these 4 channels should be integrated to the CRM system. Chat we can use any other chat plugin if that helps, IVR will remain same as it is now, email is IMAP system via godaddy.

2. Anytime a new customer contacts us on any of these channels, a new CRN number should be generated and we should be able to track customer history

All subsequent conversations and transactions with that customer should be trackable by looking up his history

3. Based on followups we select, system should be able to send them reminder/engagement emails at decided intervals

4. Generate followup flags for sales team daily

5. Record customer interaction history for each customer

The job for the candidate would be

1. Recommend a suitable CRM system, ideally freeware. Suitecrm is preferred.

2. Do the implementation to integrate the 4 channels into the CRM

3. Guide us on how to use it

CRM Salesforce.com SugarCRM Zoho

Rif. progetto: #14304958

Info sul progetto