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Updated about 10 years ago on . Most recent reply
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Lead Management Automation
Hi all -
I'm looking for some help with setting up and automating my lead management system. I've done 10 deals and I'm looking to take my business to the next level. I have a full-time job and am looking at hiring a VA to assist with answering seller calls. I need help figuring out the technology I need to do the following:
1. Seller calls and VA enters lead. Are they entering this into CRM software and if so would that be Zoho, Podio, etc?
2. Since I'm creating a website, I want the forms that my sellers to fill out to go into my CRM solution.
Is Zoho or Podio all I need to automate this or are other add-ons needed? Also, if I want to receive a text message when I receive these leads will those solutions also do that for me?
Thanks,
Ehab
Most Popular Reply
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If you have google voice then you can get a text for each new message.