Podio/CRM Specialist // build out basic, custom workspace on Podio

I have set the job price at $50 but I am willing to negotiate on the price if youre good with Podio. Let me know what you would charge for this type of job.

I am looking to build out a workspace on Podio that includes the following features:

- texting through Twilio (outing & incoming)
- Sending emails from my email, receiving them either in Podio or in my regular email app
- sending reminders to me via text/email

heres a rough outline of what all I need built:

- Date first contacted
- Industry
- Contact Name
- Contact phone number
- contact email
- Website
- Things I Need To Note
- Lead Source
- Cold call
- Referral
- LinkedIn Messaging
- FB Recommendations
- Organic/Found me
- If Referral, from who?
- Level of interest Categories:
- Testing Waters
- Wants more Info
- Interested
- Highly interested
- Time Frame
- Wants SEO now
- 1-2 months
- 3-5 months
- 6 months +
- Situation??
- Money is tight
- Interested in (check boxes)
- SEO
- PPC
- Website creation
- Website redesign
- A La Carte SEO
- Reminders & Follow ups
- Schedule reminders
- Schedule texts // send text now
- Schedule emails // send email now


this is a very simple task, but I will be selling this to others, so you have a chance to make money from the same workspace over & over
About the recuiter
Member since Mar 14, 2020
Kavita Pednekar
from Chhattisgarh, India

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