Research to find CRM best for my small company, working on Macbook Pro and Iphone 11.

I need a CRM that works on the Iphone 11 & computer.

It needs to have an autodialer, predictive one if possible. Needs an auto texting, Auto Voicemail drop, email, campaigns for email, texting and calling.

I own a company with just me, and probably need 2 people or users and upgradable to 5 or 10 etc users.

My company Has a list of people and businesses who are owed money from unclaimed funds. We Find the money and where it is at, and who it belongs to. Usually State Treasury, or county treasure, etc. We work on money owed from $1,000 owed to $1 Million owed to one person or company. Many companies and people are owed many claims.

We track where the money is held, then as I said, research and find the owners contact info, text, email, phone, etc using Skip Tracing programs. We then call 1-10 phone numbers per person trying to find the correct phone number. We then Work with them and we get their money back to them.

We don’t need to worry about do not call lists, as we are not selling anything and we are tracking down people who are owed money and the money is in a trust account waiting for them to get it. Some times it is taxes, or insurance refunds which the check came back to the entity who sent it and they couldn’t find the person it belongs to, so it is then sent to Unclaimed Funds with the state, etc.

I want to be able to download lists in CVS to excellent or sheets on google docs with the owners information and then import it to the arm and have the arm e-mail, text and also be able to autodial and me to answer and set start the call on my cell phone.

I have100 leads to put in right away, and can put up to 10 Million leads.

I need to be able to send multiple text campaigns and email campaigns and auto drop voice mail to their voicemail with out calling them. And to have a predictive autodialer to call them when I am available to Call or have an assistant call.

I would like to be able to have forms esignd and auto sent with the email and even a link on the text.




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Skills: Internet Research

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About the Employer:
( 2 reviews ) TAYLORSVILL, United States

Project ID: #24451919

5 freelancers are bidding on average $139 for this job


Hi Dustin, I am a top class research freelancer here with lot of experience and feedback. As per your requirements I will do research to find CRM best for your small company and that works on Macbook Pro and Iphone 11 More

$90 USD in 2 days
(25 Reviews)

Dear Dustin, I can help you in Find small company, working on Macbook Pro and Iphone 11. I have read and understood all your initial requirements, and I feel, I would be the best choice for this project,. I am produci More

$180 USD in 7 days
(9 Reviews)

Hey there There are lots of CRM companies like salesforce, salesmate, Hubsport etc But Agile CRM has auto texting, Auto Voicemail drop features. You can do email automation with this CRM. It also has ios app so that More

$250 USD in 5 days
(6 Reviews)

Hi there! I have read job description and I can do your project. I can even work on urgent basis and complete your project me for more information. Regards

$140 USD in 7 days
(0 Reviews)

Hi, I like your business model would like to work along with you. for CRM I know it already it will meet 80% of your requirements you can evaluate it if fits best your needs. feel free to open a chat I will not charge More

$35 USD in 1 day
(0 Reviews)