Where do I start?
Hi all,
This is more a pre-sales question, but also a "point me in the right direction" question.
We currently use QuickBase to manage all of our clients, budgets, finances, CRM and more. It's lacking quite a bit in the CRM function and it silos a lot of information.
We are an Digital Marketing agency, and here are our needs:
- Financials & Budgets: The ability to add budgets easily to every Google Ads clients with their monthly spend and calculated the % of fees from that number and give the total spend left. Ideally it could also import that months Google Ad Spend and let us know if we are pacing correctly or not. This need to be also easily viewed from the CRM side of things in a dashboard of sorts. Need to be able to filter this database easily and for everything to tie into the client on the CRM side so it's connected and they communicate to each other.
- CRM: Track and record all communications. Also keep Account Managers accountable by giving them monthly tasks that I as a manager can see their progress.
- Projects: Track Website builds and also have that easily accessible for all team member.
- For each of my departments to have their own separate on-boarding process or projects where they are held accountable, but also where I as a manager can see the progress of all the projects or just one of them at once.
- Products/Services: Need to be able to easily add services or products to each clients and they also need to be tied to the before mentioned budget databased.
This is just a little bit of what we need. I'm pretty new to Zoho so I basically need to know if this is 1st possible and 2nd what product or feature should I look into most before I get started.