We are providing real estate financing and we are looking for the best tool to support the lifeline of the loan request - term sheet, NDA, signatures etc. while having different entities on each ticket - brokers, account managers, supervisors, broker managers and the clients
We like to find someone that built such a project on SUite CRM and it will be preferred if the tool can import or communicate with Zendesk and Intercom that we work with now - so we can import our current leads
We are getting new leads from Wordpress Ninja Forms plugin
Please respond with "I am a Suite CRM expert! so we will consider you.
23 freelancers are bidding on average $515 for this job
Hello, I have checked The requirement and understand that as well. I have created SIMILAR in past. Do you want to see the DEMO ??? Can will send you ?? Thanks.