ZOHO ONE CRM setup and integration

I have a partially customized ZOHO CRM and am looking to have it set up to integrate with the different components available within Zoho One plus some external software via Zapier.

Quite honestly, I am not a systems expert or very organized. My goal is to go through the different components of my business in an interview format with some very basic flowcharts that I have prepared. And then I would like for the contractor to use that interview to outline and create a plan to implement within the Zoho One platform. I want to utilize the power of Zoho One.

My business is real estate and I am looking to create relationships with leads to convert to clients. I have several different types of leads including Real Estate Agents, Attorneys, Home Owners, Mortgage Loan Officers, Home Buyers, Title Companies, Home Inspectors, and Investors.

Some of the components/capabilities I would like to include in my CRM are:
Ringless Voicemails e.g., SlyBroadcast
Email (Zoho or other)
Video Email (currently using BombBomb)
Telephone to include incoming, outgoing, Auto-dialer, SMS, call recording, etc.
Retargeting
Social Media
Trello
Training
Direct Mail
Eventbrite
Meetup
Workflows/Automations
Zapier
IFTTT
And several others...

We will use agile project management to get milestones achieved.
About the recuiter
Member since Nov 11, 2022
Som Dutt
from Gujarat, India

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