CRM suggestion for sales process via funnels and woocomerce

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Hey r/CRM, I need a suggestion for my sales process, it goes something like this.

It's split into two, A and B.

A: the Funnel

  1. Lead goes through a Funnel and enters their number and name.

  2. The agent calls the lead to confirm the order and get the address to ship to.

  3. The order goes through a software for inventory and order management (for example Zoho inventory)

  4. The lead is converted to a contact to be called again at a later date

B: Woocomerce

  1. Lead buys a product on the web store.

  2. The order goes through a software for inventory and order management (for example Zoho inventory)

  3. The contact is saved for calling at a later date

The main issue i have is that the process needs to be simple for the agents and all the leads and contacts need to be at the same place, in one CRM application.

submitted by /u/Chokomllk
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