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Rostyslav Novozhenets

Offer Rostyslav to work on your next project.

Lvov, Ukraine

12 hours 57 minutes back

available for hire

2 Safe completed

4 months 2 days back

2 Clients

age 23 years

registered for 1 year

odoo
pipedrive
perfectum

Rating

Successful projects

Average rating

Rating

Client Management & CRM

12 place of 277

Project Management

19 place of 490

Language Proficiency Level

CV

Specialist in CRM/ERP/Analytics | Zoho CRM, KeyCRM, OneBox, Salesdrive, KeepinCRM, Perfectum, Odoo, Pipedrive, Data Studio

4 years of experience • Certifications • In-house office

Hello! I am representing the company Develin Core. Our company has been operating on the market for more than 4 years. Our competence is the creation of quality products and services for the digital space.

_____________________________

Why us?

✓ Experience in the field of services, e-commerce, and production, which we are happy to share

✓ Strong goal-oriented thinking and decision-making

✓ For 4+ years we have been helping businesses become systemic

✓ Work with EU and US markets

✓ We quickly and easily master new niches

✓ Technical knowledge and skills

✓ Marketing knowledge

We customize, provide and develop CRM:

- Finance, marketing, business analytics of websites;

- Connection of advertising channels;

- Automation of business processes;

- Full implementation of CRM/ERP;

- Staff training and consulting;

- Integration of services;

- Development to order;

- Setting up the inventory;

- CRM-Marketing;

and other individual business processes.

_____________________________

Tired of looking for dozens of contractors? We will provide a complex of digital services!

We are waiting for your messages!

_____________________________

Skills

Programming

Services

Payment Systems Integration

Promotion

Email Marketing

Mobile development

Administration

Software & Server Configuration

Outsourcing & consulting

Portfolio

1500 USD
Odoo Settings for the Brands of Backwear

Client Management & CRM

List of works:

Creation and installation of the armor;
Creating and setting pricing lists;
… Importation of contacts;
Creation and installation of warehouses;
- Set up the product card with the creation of user fields;
Classification of categories and attributes of products;
- Configuration of the app to work with string codes;
Create and set up a built-in website in Odoo;
- Integration and configuration of the email marketing module to create
The email campaign;
- Integration and configuration of integration with Amazon with data synchronization
orders and products;
Integration and configuration of integration with Shopify with data synchronization for
orders and products;
Integration and settings with ShipStation for account generation and methods
shipping, as well as tracking shipped goods for the US
the segment;
- Integration and setting with New Mail for account generation and methods
Delivery for the Ukrainian segment.#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #internet store #integration #amazon #Shopify
900 USD
KeyCRM Settings for Furniture Company

Client Management & CRM

What has been secured in the system?

Installation of roofs with the appropriate stages;
- setting the agreement card;
… The Customer’s Card;
Connecting and setting the telephone;
Integration with the website;
Integration with Instagram;
Installation and integration of e-mail;
Integration with Telegram;
Set up templates of documents;
Installation of automation;
Import of data
750 USD
Setting up Looker Studio and Porter

Databases & SQL

List of tasks:

— Creating a Porter account;
— Filtering created metrics to display necessary information;
… — Integrating Looker Studio and Porter;
— Combining filtered metrics to calculate conversion rates for corresponding data sources;
— Searching for a report template for the client's needs;
— Importing the report template from Porter to Looker Studio;
— Integrating Facebook and Instagram accounts;
— Integrating with Google Spreadsheets;
— Setting up the imported template with connected data sources.
1150 USD
Implementation of Odoo for a telecommunications service provider

Client Management & CRM

List of tasks:

—Configuration of the "Helpdesk" module;
—Configuration and import of transport cards into the system;
… —Configuration and import of materials/tools into the system;
—Configuration of email for submitting applications in "Recruitment";
—Configuration of IP telephony and connection of the SIP provider.
1800 USD
Implementation of Odoo for a video editing studio

Client Management & CRM

List of tasks:

— Creation and setup of the funnel;
— Integration with WhatsApp in Odoo;
… — Creation and setup of the project funnel;
— Integration with Gmail in Odoo;
— Setup of the lead/deal card appearance;
— Integration of web forms in Odoo;
— Setup of the contact card appearance;
— Setup of reminders;
— Setup of the order card appearance;
— Setup of triggers for automations;
— Integration with Instagram in Odoo;
2500 USD
Odoo Settings for Women's Clothing Brand

Client Management & CRM

The launch of the global fashion startup https://cosysunday.com/

List of works:

… CRM marketing;
Installation of stock accounting;
Email marketing;
Automation of business processes;
- Integration with the Odoo site;
optimization of the site;
UX/UI website audits.

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #internet store #integration #email-marketologist #stock #automatization
2000 USD
Implementation of Odoo for a law firm

Client Management & CRM

List of tasks:

— Creation of a multi-funnel (despite the fact that there is one funnel in Odoo, we implemented visibility of stages and deals according to the direction, allowing many teams to work on one funnel, but exclusively in their own direction);
— Creation of an organizational structure, distribution of rights and access;
… — Integration with telephony;
— Working with data transfer between entities. A connection between the project and the deal was created, allowing the client to be transferred from one direction to another for further processing of the project by the legal team;
— Facebook integration module with Odoo - a source of clients that went directly into the funnel;
— Duplicate search and connection module;
— Integration with the Wordpress site.
Experience in Odoo system development

Python

1. Writing cron for various tasks: scheduled and more flexible sending of emails (with additional conditions, dependence on many parameters).
2. Implementation of BP (business processes) through automated actions. Validation of fields, automatic pulling of fields from other models (for example, more detailed information from sales order was pulled into lead/opportunity upon payment confirmation). 90% of such automations were done through Python code in automated actions due to dependence on several models.
3. Development of custom modules. Some tasks are easier, cheaper (for the client, of course) and better for saving the system's own resources (so nothing lags), done through module development (possibly only for the version of Odoo that the client hosts on their server). For example, fields that need to be updated "on the fly" - in live time: index fields that depend on real time or GMT, dynamic color changes (kanban crm), extending the standard view.
4. Extending the standard view of the lead, order, contact map, etc. (not through Odoo Studio). Adding/hiding fields, moving buttons or renaming them. A common practice for a client migrating to another system, so creating a friendly interface with a minimal threshold for adaptation is a must-have. It can be done through the Odoo interface in developer mode, but the better practice is development through custom modules (p.3).
… 5. Custom emails with a unique design. Development and adaptation of emails with dynamic elements (inserting the recipient's name, list of products, specific conditions for displaying blocks). This is done through the code editor in the Odoo interface (possibly on the cloud version). Also, checking for various anti-spam metrics and optimization if necessary.
850 USD
Implementation of HubSpot for a financial company

Client Management & CRM

List of tasks:

— Data transfer from Excel via HubSpot Import Tool;
— Creation of a sales funnel in HubSpot Deal Pipelines;
… — Connecting Gmail via HubSpot Email Integration;
— Integration with Google Calendar via HubSpot Calendar Sync;
— Setting up reminders via HubSpot Tasks;
— Setting up a report in HubSpot Reporting Dashboards;
— Team training.
750 USD
Setting up Zoho One for an American event agency

Client Management & CRM

List of tasks:

— Setting up the mandatory field completion for progressing further through the funnel stages;
— Setting up integration with MessageBird for implementing a Telegram bot and SMS notifications for communication with artists;
… — Setting up automatic actions for sending SMS notifications via MessageBird using webhooks (and configuring the webhooks themselves), so that artists and/or clients can receive reminders on their devices about events when the funnel stage changes or at specified time intervals;
— Setting up other automations for transitions between stages with sending email notifications, for example, a message requesting feedback on the conducted event;
— Setting up integration between MessageBird and WhatsApp.
250 USD
Setting up Zoho for a Spanish HR agency

Client Management & CRM

Our specialists had the opportunity to set up triggers (Zoho flow), where certain functions were performed within the CRM entity. Numerous connections between entities were also made using flows.

List of tasks:
— Setting up Zoho flow between 4 modules
… — Creating custom triggers, webhooks.
— Standard CRM settings.
400 USD
Installation of Zoho CRM

Client Management & CRM

List of works:

- Configuration of the contact module;
Import of contacts and accounting records;
… Creating templates of emails;
Integration with Telegram;
Integration with WhatsApp;
Creating templates of messages

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #Shock
450 USD
Setting up Zoho for an American logistics company

Client Management & CRM

For this client, we provided the setup of contact cards for individuals/companies, as well as set up the deal card, which in the case of the client was contracts.

Therefore, layouts for these modules were created with the creation of custom fields, subforms, as well as related lists with connections to other modules.
550 USD
Implementation of Pipedrive for the software testing company

List of tasks:

— Creation and setup of an additional funnel;
— Creation of custom fields;
… — Connection of two email accounts for both users with access settings;
— Integration with Microsoft Teams;
— Import of deals into funnels and setup of the table for import.
600 USD
Implementation of Pipedrive for the medical center

Client Management & CRM

List of tasks:

— Creating users and setting up roles;
— Integrating Ringostat with Pipedrive;
… — Creating and setting up funnels;
— Integrating Gmail with Pipedrive;
— Setting up the lead card;
— Notifications;
— Setting up the contact card;
— Analytics;
— Setting up the deal card;
— Setting up triggers
425 USD
Implementation of Monday for a non-profit organization

Client Management & CRM

List of services:

— Setting up funnels and stages for a specific service;
— Creating a page for using products (services);
… — Customizing fields in funnel cards, contacts, and products;
— Entering services into the system;
— Creating dashboards for visualizing work with all beneficiaries.
300 USD
Implementation of Monday for a scientific and production company

Client Management & CRM

List of tasks:

— Creating users and setting up roles:
— Setting up triggers;
… — Creating and configuring request boards;
— Notifications;
— Configuring request cards;
— Creating and configuring event boards.

#monday #crm
1450 USD
Implementation of LBS Cloud for the translation bureau

Client Management & CRM

List of tasks:

1. Work with orders.
— Set up order processing for translation (manually and automatically through integration with Nova Poshta for sending documents).
…
2. Work with projects.
— After creating an order, a project is automatically generated where translators carry out their work (for example: translation, editing, project submission).

3. Work with services.
— A services module has been created with a list.

4. Work with clients.
— All clients are saved in the contact database with a history of orders and projects (for example: how many translations the client ordered and for what amount).

5. Work with communications.
— Integrated Telegram and WhatsApp through E-chat for quick communication with clients.
— Set up lead creation from email messages with the ability to respond.

6. Work with branches:
— Profiles have been created for 2 branches with separate access for the administrator.

7. Work with automations:
— Set up automatic reminders about project deadlines (for example: "complete translation by 15.03").

8. Customization of the system.
— Added fields in orders (for example: "language of translation", "volume of text") and set access rights for translators.

9. Work with finances and reporting.
— Connected MonoBank to track payments from clients.
— Set up an expense module (for example: payment to freelancers) and PnL reports for financial analytics.

#lbs #crm #crm-system #crm #novaposhta #monobank #reporting #implementation #setup #orders #integration #telegram #whatsapp #leads #automation #analytics #e-chat #clients #translationagency
450 USD
Implementation of KeyCRM for a mirror manufacturer

Client Management & CRM

List of tasks:

— Setting up the sales funnel;
— Integration with Nova Poshta;
… — Integration with Facebook Messenger;
— Integration with Instagram;
— Setting up the lead/order card.
650 USD
Implementation of KeyCRM for the goods business

Client Management & CRM

List of tasks:

—Integration with Nova Poshta;
—Setting up auto-notifications to the client in the messenger with the tracking number;
… —Integration with Checkbox;
—Integration with Weblium;
—Integration with Instagram;
—Integration with Telegram;
—Integration with Viber;
—Setting up the sales funnel;
—Setting up the lead/deal card;
—Setting up the contact card;
—Entering products into the system.
600 USD
KeyCRM for the car dealer

Client Management & CRM

List of works:

Creation and installation of the armor;
- Configuration of the agreement card (machine cards) with the addition of user fields;
… Creation and installation of ice sources;
- Creating accounts in the system, as well as setting roles for them with customized access rights;
- Set up integration with Instagram with automatic designation of managers;
Creating and setting templates of documents;
- Implementation of the integration with the marketplace OLX;
Importing data into the system;
- Set up integration with Viber to communicate with customers;
- Integration with the customer’s website;
Posts to send investors.

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #ip-telephony #viber
450 USD
Implementation of KeyCRM for the Energy Company

Client Management & CRM

List of works:

Creating users and setting their roles and level of access;
Creation and installation of the armor;
… Import of templates of documents;
The Customer’s Card;
The order card;
Importing contacts to KeyCRM;
- Import agreements to KeyCRM;
- Integration and configuration of the Binotel phone;
integration of Gmail and KeyCRM;
Video lessons about the system

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #binotel #ip-telefony
275 USD
Implementation of KeyCRM for a women's clothing brand

Client Management & CRM

List of tasks:

— Warehouse setup: availability of goods in warehouses, stock levels, processing write-offs;
— Order and sales setup;
… — Nova Poshta integration setup;
— Standardization of the table for product import;
— Uploading products;
— Creating necessary fields for products.
675 USD
Implementation of KeyCRM for a higher education institution

Client Management & CRM

CRM was created for more than 30 users, each with their own role, and access rights to each entity were different.

We were tasked with creating a large number of communication channels - Instagram, Telegram, Facebook, and setting up the entry into the corresponding funnels, where the visibility of applications by users was limited exclusively to their direction.

… We created a lead source - Google Forms. The integration was scripted, providing support for KeyCRM. Additionally, the format of some forms required refinement according to the standard script for the correct operation of the integration. The visibility of the forms was set exclusively for managers responsible for a specific direction.

We established quick and close communication with support, where we discuss updates and system functionality. This led to the rapid implementation of the functionality for filtering applications by user fields.

We implemented integration with Binotel telephony, where we conducted close communication regarding data transfer with the telephony team.
450 USD
Implementation of KeyCRM for a consulting company

Client Management & CRM

List of tasks:

— Integration with LeeLoo;
— Integration with Wordpress site;
… — Integration with WhatsApp; Integration with Telegram;
— Integration with Viber;
— Creation and setup of the funnel with the necessary stages;
— Integration with Instagram;
— Access configuration.
550 USD
Implementation of OneBox for florists

Client Management & CRM

List of tasks:

— Setting up the lead card;
— Setting up the contact card;
… — Integration with Turbo SMS;
— Integration with the Telegram bot;
— Setting up triggers.
750 USD
Implementation of OneBox for PC Developer

Client Management & CRM

List of works:

Set up contact maps;
- Installation in the client’s personal office;
… Connecting the phone;
- the use of the system;
Integration with the Telegram bot;
Installation of the brick;
Integration with email;
Implementation of automatic actions;
Creating two reports.

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #integration #automatization #telegram-bot #Gmail
1350 USD
OneBox for a Logistics Company

Client Management & CRM

List of works:

Creating users and setting their roles and accesses;
Integration with Viber;
… Creating and installing six bricks;
Integration with Gmail;
Creating templates of documents;
- the setting of the warnings;
Set up contact maps;
Video lessons on the use of the system;
- setting the card of agreements;
Installation of automation;
Integration with Telegram.

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #integration #html-shablon #automatization #telegram-bot #viber #Gmail
2400 USD
OneBox Settings for the Sale of Cosmetic Products

Client Management & CRM

List of works:

- Settings of business processes (including duplicate control and automatic messaging);
Configuration of the account for integration of e-mail;
… Installation and integration of e-mail;
- Set up the armor with all the necessary stages;
- Configuration of templates of messages for sending e-mail;
Configuration of data imports from Google Spreadsheets;
Creating a web form.

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #internet store #integration #html-shablon #e-mail browsers #automatization #GoogleSheets
960 USD
Implementation of RemOnline for a furniture restoration company

Client Management & CRM

Field of activity: A company specializing in furniture restoration, upholstery repair, painting, and restoration of wooden, leather, and textile products for private and corporate clients.

Geo: Zaporizhzhia, Ukraine.

… Issues:

1. Chaotic order management: leads and orders were processed manually, leading to delays and loss of clients.
2. Lack of access control: employees had access to all information, complicating the distribution of responsibilities.
3. Insufficient financial transparency: accounting for payments, salaries, and profits was done in separate spreadsheets, which took time and created errors.

List of tasks:

1. Setting up roles and access.
— Roles were created for employees (managers, craftsmen, administrators) with different levels of access to the system.

2. Setting up the "Requests/Orders" section.
— Display of leads and orders was configured in the form of a list and calendar with filters (for example, by location).
— Order cards were set up with fields: type of service (restoration, painting), client contact details, status, deadline.

3. Integration of Telegram bot.
— A Telegram bot was connected via the RemOnline API for quick acceptance of applications from clients and their transfer to the system.

4. Setting up financial accounting.
— Payment accounting (cash/card) was connected with the recording of returns.
— Automatic calculation of salaries for craftsmen and managers with bonuses and penalties was set up.

5. Setting up reporting.
— Financial reporting was configured: profit from orders, total amount in cash registers, salary expenses.

Results:

1. Optimization of client work: order processing time was reduced from 1-2 hours to 15 minutes thanks to the Telegram bot and a unified system.
2. Transparent distribution of responsibilities: roles and access reduced confusion among employees, increasing efficiency.
3. Financial clarity: automated accounting of salaries and income saved 10 working hours per month and eliminated errors in calculations.

Conclusion:

The implementation of RemOnline for the furniture restoration company automated order processing, optimized financial processes, and improved team coordination. This allowed for quicker responses to client requests, enhanced service quality, and focused on business development.

#remonline #crm #crm-system #crm #automation #orders #integration #leads #clients #funnel #financialaccounting #salary #rolesandaccess #furniturerestoration #furniture #telegram-bot #setup #management #businessprocesses #reporting #optimization #services
Implementation of Nethunt for personal work

Client Management & CRM

List of works:
1650 USD
Implementation of Leeloo.ai for an online school on Amazon

Client Management & CRM

Field of activity: Online school specializing in sales training on Amazon, helping students master the skills of creating and scaling a business on this platform.

Geo: Kyiv, Ukraine.

… Implementation period: January 2024 – February 2024.

Issues:

1. Slow response processing: students waited for answers from managers due to team overload, which decreased their satisfaction.
2. Lack of automation: consultation processes, lead distribution, and progress tracking were done manually, consuming time and resources.
3. Low analytics: the school did not have a convenient tool for tracking the activity of managers and students in real-time.

List of tasks:

1. Creation of a portal and integration of messengers.
— An account was set up in Leeloo and a Telegram bot was created for consultations and course registration.
— Telegram, Viber, WhatsApp, and email were integrated for centralized communication with students.

2. Setting up the bot's logic (sales funnels).
— Automatic responses were developed for greetings, answers to frequently asked questions (e.g., "What is the duration of the course?") and booking consultations.
— Buttons were set up for quick action selection (e.g., "Learn course details", "Get schedule").
— The bot's logic was built for several messengers.

3. Setting up CRM and sales funnels.
— A funnel was created in Leeloo with stages: "New lead", "Consultation", "Registration", "Payment", "Student".
— Contact cards were set up with fields: name, phone, learning goal, status in the funnel.

4. Integration of telephony and notifications.
— Unitalk telephony was connected for calls from the system.
— Notifications about new tasks and tags in chats were set up (sound and on-screen).

5. Development of analytics.
— A dashboard with key metrics was set up: number of processed dialogues per day, unanswered dialogues, closed deals, number of leads per day.

Results:

1. Acceleration of request processing: the chatbot reduced response time to students from several hours to several minutes.
2. Process automation: integration of messengers and CRM reduced manual work for managers, allowing them to focus on sales.
3. Improved analytics: the dashboard with metrics enabled real-time tracking of team performance, increasing control over processes.

Conclusion:

The implementation of Leeloo for the online school on Amazon optimized interaction with students, automated sales through chatbots, and provided transparent analytics. This allowed the team to process requests faster, increase lead conversion into students, and focus on scaling the business.

#leeloo #crm #crm-system #crm #salesfunnel #chatbot #botdevelopment #telegram-bots #telegram #unitalk #whatsapp #dashboard #viber #online-school #amazon
1200 USD
Implementation of KeepinCRM for the goods business

Client Management & CRM

List of tasks:

— Creation and setup of the sales funnel;
— Setup of the task manager;
… — Creation of custom fields in the lead/client card;
— Creation of services/products;
— Creation of document templates;
— Creation of document templates via HTML;
— Setup of automations;
— Integration with Wordpress;
— Integration with Prom;
— Integration with Rozetka;
— Integration with Nova Poshta;
— Integration with Ukr Poshta;
— Integration with TurboSMS and creation of message templates;
— Integration with Viber;
— Integration with Facebook/Instagram;
— Integration with Binotel;
— Connecting email.
550 USD
Implementation of Planfix

Client Management & CRM

List of tasks:

— Creation of the task process (funnel) and scheduler;
— Configuration of fields and buttons at different stages;
… — Configuration of fields that arose during the process: in the task card, in the "Directory" entity for products, fields for the invoice;
— Creation of the invoice template;
— Configuration of automation.
200 USD
Implementation of Salesdrive for the goods business

Client Management & CRM

List of tasks:

—Creation of the portal and users;
—Setting up the funnel and stages;
… —Integration with Shopify;
—Setting up the order processing system;
—Connecting the payment system;
—Integration with Nova Poshta.
900 USD
Implementation of Perfectum CRM+ERP for a real estate agency

Client Management & CRM

Field of activity: Real estate agency engaged in the sale and rental of residential and commercial properties, providing consultations and transaction support for clients.

Geo: Warsaw, Poland.

… Issues:

1. Dispersed leads: inquiries from social media and the website were not systematized, complicating work with potential clients.
2. Difficulty in tracking: the lack of a unified system for managing sales funnels hindered the control of transactions.
3. Manual work with documents: creating proposals and invoices took a lot of time due to a lack of automation.

List of tasks:

1. Creation of the portal and accounts.
— Perfectum configured for the agency, accounts created for users with different roles (agents, managers).

2. Setting up multi-funnels.
— Two funnels created: for property sales ("New lead", "Consultation", "Viewing", "Transaction") and rental ("Request", "Proposal", "Contract").

3. Integration with social media and Telegram.
— Instagram Direct and Facebook Leads connected for automatic lead creation in the system.
— Telegram bot integrated for quick communication with clients and transferring requests into the funnel.

4. Integration with Supermetrics.
— Connection with Supermetrics set up for analyzing the effectiveness of advertising campaigns on social media.

5. Setting up automatic actions.
— Reminders for agents established (e.g., "Call the client at 14:00") with notifications in the system.

6. Document generation.
— PDF proposals for apartment rentals set up with descriptions and photos (through "product" logic for convenience).
— Ability to generate invoices and contracts from lead cards added.

Results:

1. Centralization of leads: integration with Instagram, Facebook, and Telegram accelerated the processing of inquiries and simplified work with clients.
2. Improved control: multi-funnels and analytics allowed tracking of agents' work and transaction status in real-time.
3. Document automation: generating PDF proposals and invoices reduced time spent on routine tasks.

Conclusion:

The implementation of Perfectum for the real estate agency optimized lead management, automated document flow, and enhanced analytical capabilities. This allowed for faster deal closures, improved client experience, and increased team efficiency.

#perfectum #crm #crm-system #crm #automation #realestate #funnel #integration #leads #clients #telegram-bot #instagram #facebookleads #supermetrics #documentflow #multifunnel #analytics #setup #sales #rental #api #businessprocesses #optimization
2400 USD
Implementation of Perfectum for the brand of skin products

Client Management & CRM

List of works:

Import of the customer base;
Remembrance of the end of the goods;
… Connecting banks and automated actions for them;
- setting the role of the employee to work with the cash;
Reporting on requests;
Business process “Customer Order”;
The “Production” process;
Business process “order to the supplier”;
Integration with delivery services;
Integration with Instagram;
Working with contacts;
Working with products;
integration with the checkbox;
Working with the warehouse;
Working with finance and interconnection.

#perfectum #perfectumCRM #crm #settings #keycrm #odoo #keepincrm #creatio #onebox #wheel_selling
Certificate of Partner System Perfectum

Client Management & CRM

The Perfect CRM
300 USD
Cleverbox CRM

Client Management & CRM

Standard setup rates.

1. Basic.

… — Setup of the main branch with a work schedule;
— Adding specialists to the system;
— Setting up the work schedule for specialists;
— Creating and configuring services along with categories and costs;
— Assigning services to the relevant specialists who will perform these services;
— Connecting online booking and configuring services that can be selected for this;
— Importing data from another system.

Cost: 12,500 UAH

2. Standard (including setup of the previous rate).

— Creating and configuring materials for services;
— Creating technical cards for adding materials to services;
— Setting up SMS notifications for reminders and other mailings;
— Connecting the feedback system.

Cost: 22,000 UAH.

3. Professional (including setup of previous rates).

— Creating and configuring branches with specialists and their schedules (1 branch);
— Setting up payroll formation for specialists;
— Integration with Binotel telephony;
— Setting up a loyalty program;
— Creating subscriptions (1 subscription).

Cost: 31,500 UAH.

4. Premium

— Selective settings from the rates
— Setting up necessary integrations
— Development of custom solutions.

Cost: calculated individually.
275 USD
Bookon CRM

Client Management & CRM

Standard setup rates.

1. Basic.

… — Setup of the main branch with a work schedule;
— Adding specialists to the system;
— Setting up the work schedule for specialists;
— Creating and configuring services along with categories and costs;
— Assigning services to the respective specialists who will perform these services;
— Connecting online booking and configuring services that can be selected for this;
— Setting up a widget for integration on the client's website or configuring a one-page mini-site for online booking;
— Importing data from another system.

Cost: 11,000 UAH

2. Standard (including setup of the previous rate).

— Creating and configuring materials for services;
— Creating technical cards for adding materials to services;
— Setting up SMS notifications for reminders and other mailings;
— Connecting the feedback system.

Cost: 19,000 UAH.

3. Professional (including setup of previous rates).

— Creating and configuring branches with specialists and their schedules (1 branch);
— Setting up payroll formation for specialists;
— Integration with Binotel telephony;
— Creating a QR code for leaving feedback directly from the salon;
— Setting up a loyalty program;
— Creating subscriptions (1 subscription).

Cost: 27,000 UAH.

4. Premium

— Selective setups from the rates
— Setting up necessary integrations
— Development of custom solutions.

Cost: calculated individually.
475 USD
Setting up Looker Studio for an HR agency

Databases & SQL

List of tasks:

— Setting up integration between Looker Studio and Nethunt CRM to ensure correct data transfer;
— Ensuring real-time data synchronization between Looker Studio and Nethunt CRM;
… — Creating the following reports in Looker Studio: activity report, sales funnel report, sales report, task completion report.

#googledatastudio #datastudio #nethunt #reporting
600 USD
Setting up Looker Studio for a cleaning company

Client Management & CRM

List of tasks:

— Set up data extraction from the CRM system;
— Configured various indicators: which client: repeat or new, order conversion, closed clients, indicators by client source, financial reporting;
… — For all metrics, there is the possibility to specify parameters for viewing statistics (for a certain period, by source, by manager, by service);
— Also set up several pages for convenient viewing of separate reports.
450 USD
Email marketing setup for the geodetic-geological group

Email Marketing

List of tasks:

— Creation of the portal and import of the contact database for mailing work;
— Setting up the logic for sending templates, namely: creating intervals for sending templates, building the logic of the mailing flow if the client responded/did not respond to the email, creating the logic for transitioning from "New Leads" to "Client Database";
… — Setting up five templates: creating 3 text format email templates without visuals, creating 2 emails using Mailchimp templates (visual, with backgrounds and fonts, with buttons linking to relevant resources).
1250 USD
SendPulse setup for food delivery service

Client Management & CRM

Field of activity: Food delivery service in Canada, focused on the Ukrainian diaspora, offering traditional Ukrainian dishes with home delivery.

Geo: Ottawa, Canada.

… Implementation period: February 2025 – March 2025.

Issues:
1. Lack of automation: orders were taken manually, which slowed down processes and created confusion.
2. Lack of integration: there was no single system for managing customers, sales, and payments.
3. Limited sales channels: the company did not use modern tools such as chatbots or landing pages to attract customers.

List of tasks:

1. Creation of a portal and Telegram bot:
— Set up an account in SendPulse and created a portal for managing communications.
— Developed a Telegram bot and connected it to SendPulse for order reception.

2. Setting up the bot's logic:
— Built scenarios: greeting, menu item selection, order placement, delivery address confirmation, and confirmation.
— Added automatic responses to frequently asked questions (delivery time, payment methods).

3. Creation and setup of products for sale:
— Added a catalog of dishes (e.g., borscht, dumplings, cutlets) in SendPulse, with prices and descriptions.
— Set up product display in the Telegram bot for convenient selection.

4. Setting up CRM with a funnel and stages:
— Created a sales funnel in SendPulse CRM with stages: "New contact," "Order placement," "Payment," "Delivery," "Completed."
— Set up automatic movement of deals between stages.

5. Setting up the connection between CRM and the Telegram bot:
— Integrated the bot with CRM for automatic creation of customer cards and deals after interaction in Telegram.

6. Setting up customer cards and deals:
— Added fields in customer cards: name, phone, delivery address, order history.
— Deals record order details: selected dishes, amount, delivery status.

7. Connecting payment systems:
— Integrated payment systems Fondy and PayPal for payments through the Telegram bot and landing page.
— Set up automatic payment confirmation in CRM.

8. Creation and setup of a landing page:
— Developed a landing page in SendPulse with a menu, reviews, "Order" button, and integration with the bot.
— Added a form to collect contacts of new customers.

9. Setting up CMS mailings:
— Set up a mass mailing system to inform about promotions, new menu items, and special offers.
— Added audience segmentation (new/regular customers) for targeted campaigns.

Results:

1. Sales automation: The Telegram bot and CRM reduced order processing time from several hours to minutes.
2. Convenience for customers: Integration of payments and landing page increased order conversion by 30%.
3. Improved analytics: The sales funnel and customer cards allowed tracking of sales effectiveness and audience behavior.

Conclusion:

The implementation of SendPulse for the food delivery service in Canada allowed for the automation of order processes, integration of payments, and creation of a convenient sales channel through the Telegram bot and landing page. This increased team efficiency, improved customer experience, and opened new opportunities for scaling the business among the Ukrainian diaspora.

#sendpulse #crm #crm-system #crm #landing #cms #fondy #paypal #funnel #salesfunnel #telegram #telegrambot #telegram #bot #chat-bot #development #delivery #fooddelivery
300 USD
Development of a chatbot for completing an online course

Bot Development

List of tasks:

— Creating a bot in SendPulse Chatbot Builder for distributing 4 lessons;
— Setting up the logic for issuing homework after each lesson;
… — Setting up reminders via SendPulse Automation (Telegram, Viber);
— Testing the distribution of reminders and tasks;
— Setting up progress tracking in SendPulse Dashboard;
— Granting access to reports for teachers.

#sendpulse #Chatbots #chatbots #chatbots #bots
750 USD
Development of a widget for monitoring and managing 3D printers

PHP

The project was implemented before the full-scale invasion and involved the development of a widget based on the Bitrix24 system for automating the management of 3D printer production.

You can learn more about the widget's functionality at the link:

… https://bitly.cx/XO5E

#vuex.js #Bootstrap #laravel

Show more 31 works

Reviews and compliments on completed projects 2

In the previous 6 month 1
Over 6 month ago 1

17 February 107 USD
Setting up SalesDrive CRM with integrations and creating chatbots

Quality

Professionalism

Price

Availability

Terms

wonderful team, extremely competent and punctual ⭐⭐⭐⭐⭐

Oleg Chelombitko | Business Safe

| Response feedback

3 August 2023 571 USD
Transfer to the OneBox CRM

Quality

Professionalism

Price

Availability

Terms

Everything was done in accordance with the TZ, quickly corrected the necessary directions that arose during the execution of the project.

Kirill Malik | Safe

| Response feedback

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Rostyslav Novozhenets

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Specialist in CRM/ERP/Analytics | Zoho CRM, KeyCRM, OneBox, Salesdrive, KeepinCRM, Perfectum, Odoo, Pipedrive, Data Studio

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We customize, provide and develop CRM:

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Reviews and compliments on completed projects 2

17 February 107 USD Setting up SalesDrive CRM with integrations and creating chatbots

3 August 2023 571 USD Transfer to the OneBox CRM

Activity

17 February 107 USD
Setting up SalesDrive CRM with integrations and creating chatbots

3 August 2023 571 USD
Transfer to the OneBox CRM