Looking for a Suite CRM Expert to cvcreate a mortgage landing system


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.

Thank you

Skills: WordPress, CRM, SugarCRM,, Zoho Creator

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About the Employer:
( 74 reviews ) Greenlawn, United States

Project ID: #27401175

23 freelancers are bidding on average $515 for this job

(305 Reviews)

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$500 USD in 7 days
(25 Reviews)

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$500 USD in 7 days
(47 Reviews)

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(6 Reviews)

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(23 Reviews)

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(8 Reviews)

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$600 USD in 7 days
(2 Reviews)

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(7 Reviews)

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(4 Reviews)

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(4 Reviews)

Nice to meet you Hi. As a WordPress Expert , I am very interested in your project I have worked on several wordpress projects professionally and built many corporate and eCommerce websites with the best responsive layo More

$375 USD in 5 days
(1 Review)

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(3 Reviews)

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(0 Reviews)

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(0 Reviews)