Get Started. It's Free
or sign up with your email address
Rocket clouds
CRM by Mind Map: CRM

1. Workflow

1.1. Create Lead

1.1.1. Service call or estimate request?

1.1.1.1. Service Call

1.1.1.1.1. calendar with scheduler

1.1.1.1.2. Invoicing component

1.1.1.1.3. Materials and labor calculator

1.1.1.2. Estimate request

1.1.1.2.1. Built in Estimate form

1.1.2. Record referral source - attached to account

2. Requirements

2.1. Cost effective

2.2. Import account data from csv

2.3. Customizable

2.3.1. Create fields for data we track

2.4. Sales reporting

2.5. Profit per job

2.6. Pipeline management

2.6.1. Alerts

2.7. Customer Service management

2.7.1. Alerts

2.8. Save documents and pictures

2.8.1. attach to customer

2.9. Mobile access

2.10. Email lists

2.10.1. Email campaigns

2.10.1.1. Tracking effectiveness

2.10.2. Email signup form from website or social sites.

2.10.3. Campaign metrics or integration with Email Marketing platforms (Constant Contact)

2.11. Referal source reporting

3. CRM Systems

3.1. ZOHO

3.2. SalesForce

3.3. Acculynx

3.4. Clarity

3.5. Solve360