Contact management software with sequential auto responders

Cancelled Posted Dec 20, 2009 Paid on delivery
Cancelled Paid on delivery

I need a contact management software with different categories of contacts

(a little bit like different membership levels in a membership site) and sequential autoresponders, where I can automatically send a series of emails at different intervals (set and forget) and sometimes send emails about an event to the categories that I choose.

I must be able to have that software on a flash drive so I can go on different computers with windows XP, Vista and windows 7

## Deliverables

I need a contact management software with editable fields and groups that have the following characteristics.

1-Be portable (thumb drive)

2-Can do reports and export them to excel and other digital formats

Can have different groups with sequential auto responders (also capacity to send attachements with autoresponder)

I'll explain what is my business and the sales funnel

I'm in commercial space leasing (I'm a broker)

I have 3 sources of leads

First is optins from my websites,second is people calling me for info on space leasing opportunities and third is when I cold call or send info to my list.

1- First group

First email is I send a brochure or a link to my services or a video of an office space for lease.

With some people, I will never go further than this.

I want to be able to have a sequential auto responder with series of emails (I want to be able to control the frequency) and set and forget

2e- group

From the first email I have a 2e contact where I send them a mandate (contract to use my services)

Some, never send it back and decide not to use my services.

I want to be able to contact them later on with sequential emails

3e group

Those I do a search for space with them. Some choose what I offer them (those become my clients and we will deal with them later)

I want to be able to keep contact with those that didn't choose my buildings

4e group

Those are the companies that become my clients because they choose a place that I suggest to them.

They sign a 5 year lease.

I want to be able to send them emails on a regular basis and stay in contact with them.

1-I need to be able to choose the language of the email.

2-I want to be able to send it in HTML

The contact software must have the following:

Possibility to set different reminders (alarms) ex: recall dates

Reminders by list ex: all those that I have to call today or all those I have to call next year

Be able to export a group to an excel sheet

A back up to computer or external hard drive

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Project ID: #3036145

About the project

1 proposal Remote project Active Feb 9, 2010

1 freelancer is bidding on average $85 for this job

simbizsol

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$85 USD in 14 days
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