Top freelancers

Outsourcing & consulting

Client Management & CRM

321

Dmitry M.

Client Management & CRM · Data Processing

77 0

5.0

4 164

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Work experience ✔️ Implementation of CRM systems for over 7 years ✔️ In Internet marketing for over 20 years ✔️ In Data science for over 5 years ✔️ Worked in b2b and b2c sectors ✔️ Launched online stores, projects for the sale of goods and services ✔️ Teaching activity since 2005 Technologies ⚒️ ✔️ Python ✔️ SQL ✔️ Google Cloud Platform, AWS ✔️ API (webhooks, API connectors) ✔️ Data visualization tools: Looker Studio (Google Data Studio), MS Power BI SERVICES ETL, API connectors ✔️ Webhooks ✔️ API connectors (Google Analytics; Google Search Console; Google Ads; Facebook Ads; Tik-tok Ads;…

Implementation of Uspacy CRM + document numberer

1346 USD

0 271

Implementation of Uspacy CRM + document numberer

Client Management & CRM

- Implementation of the Uspacy CRM system - creation of a document numberer (currently in this system document numbers simply go in order - the client was not satisfied with this, so he made an integration with Google Sheets) - connection of sites…

224 USD

0 398

GoHighLevel & PandaDoc Integration

Client Management & CRM

Description: Developed a seamless integration between GoHighLevel CRM and PandaDoc API using Google Cloud Functions. The system automatically generates completion certificates when services are finished, eliminating manual document creation. Key…

0 396

Automated call analysis service:

Client Management & CRM

Phone recordings from Binotel are transcribed to text, processed through ChatGPT, and result in structured analytics for each call. The report includes whether the agent followed the script, offered insurance, fast delivery, warranty, additional…

1000 USD

1 507

GoHighLevel Implementation

Client Management & CRM

- description of business processes - funnels, fields settings - connection/setting up social networks, messengers, advertising cabinets - automation settings - end-to-end analytics settings

Kostyantin S.

Client Management & CRM · AI Consulting

32 0

5.0

3 958

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Business Process Analyst. 6 years experience Automation of business processes in the sales department of any size I have built more than 300 sales business processes on the BPM platform Sensei 50 CRM implementation cases in domains: Offline clothing store, Real estate agency, Education, Sports sections, Disinfection of premises, Trading, Mobile application for HoReCa, Design and renovation of the apartments, Wholesale and retail, Health care The average NPS (Net Promoter Score) of my projects is 9 out of 10 Implemented amoCRM, Kommo CRM, Pipedrive CRM, Close CRM, Key CRM, YClients, Altegio…

0 1

CRM for selling language and chess courses

Client Management & CRM

Online school offering three programs: English language, Chinese language, and chess. All lessons are conducted individually, with the exception of chess, which can be conducted in groups and only for children. Problems 1. Because the school has…

0 1

CRM for Selling Language Courses

Client Management & CRM

Sale of offline language courses for children and adults in Latvia Problems 1. No ability to control customer churn or track those who stop training before completing the course. 2. No follow-up work with clients after completing their training…

WABA templates: verification, risks and questions to the custome

114 USD

0 68

WABA templates: verification, risks and questions to the custome

Client Management & CRM

Continuing the WABA topic. The previous post covered architecture and the step-by-step connection plan. This one covers templates, risks, and questions for the client before the start. Why verify each template A template is the only way to…

30 cases of implementation of CRM systems in 10+ niches

1712 USD

0 779

30 cases of implementation of CRM systems in 10+ niches

Client Management & CRM

30 cases of implementation of the CRM system in domains: Offline clothing store, Real Estate Agency, Education, Sports sections, Desinfection rooms, Trading, Mobile app for HoReCa, Design and repair apartments, Wholesale and retail, Healthcare…

Pre-project audit: what it is and why it is important before implementation

114 USD

1 810

Pre-project audit: what it is and why it is important before implementation

Client Management & CRM

Pre-project audit is a set of activities aimed at a detailed study of the current state of the business, its processes, and infrastructure before the implementation of a CRM system. The main goal of the pre-project audit is to identify the needs and…

Roman M.

Client Management & CRM · Email Marketing

43 0

5.0

2 739

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800 USD

0 556

Analytics in Looker Studio

Client Management & CRM

Looker Studio+Google ADS+Website+CRM+ Effectiveness of Google ads advertising work. Complex dashboard. The report displays the effectiveness of Google ADS advertising settings, key indicators displayed.

500 USD

0 870

Configuration of KeuCRM

Client Management & CRM

Installation of the Key Key: Integration with Weblium Integration with social networks - Integration with New Post, Telegram Automation of notifications and responses

Denis Kovalov

Client Management & CRM · AI Consulting

24 1

5.0

2 253

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Integration of OpenCart with KeyCRM and automation of the online store

628 USD

0 146

Integration of OpenCart with KeyCRM and automation of the online store

Client Management & CRM

Online store on OpenCart 3.0 with a catalog of 5814 products. The business decided to implement KeyCRM to: centralize order processing automate logistics connect fiscalization obtain proper sales analytics Problem Before integration, the processes…

27 USD

0 434

KeyCRM Configuration Consulting

Client Management & CRM

The help was divided in all aspects and even more.

123 USD

0 557

Implemented chat platform SITNIKS CRM

Client Management & CRM

I audited processes - created an account - configured permissions and access roles - added users - set up a funnel - connected integrations (Instagram, Facebook, Telegram, Nova Poshta, Privat and Monobanks) - created message templates - configured…

OneBox CRM is a international bookmaker company.

2300 USD

0 749

OneBox CRM is a international bookmaker company.

Client Management & CRM

- conducted audits ( detailed business processes in Miro ) - Select and activate the optimal tariff. - Set up business processes in OneBox for 6 business departments. - Set up business processes of products and production for all directions. -…

Implementation of KeyCRM for Company in the Service Sector

853 USD

0 729

Implementation of KeyCRM for Company in the Service Sector

Client Management & CRM

Create a CRM for the company. Adapting all production resources to the CRM system. Connecting all messengers and mail. In the short term implemented and adapted Key CRM for the company. Set up integrations with: Viber, Facebook, Instagram,…

Sergey Ponomarenko

Social Media Marketing (SMM) · Client Management & CRM

26 0

5.0

2 125

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SELECTION AND IMPLEMENTATION of CRM system (Kommo / amoCRM / Pipedrive / Key CRM) | license - Automation of business processes taking into account Kommo; - Integration of CRM with other services (Viber\Telegram|WA and others); - training employees to work with the Kommo system; - adjusting the portal to the needs of the company; - description of business processes, creation of visual schemes; - optimization of existing business processes; - integration of telephony with Kommo; - integration of sites with Kommo; - Integration of accounting systems and other services with Kommo; - Setting end-to…

Implementation+CRM setup+Sendpulse (digital pipeline)

740 USD

1 1 879

Implementation+CRM setup+Sendpulse (digital pipeline)

Client Management & CRM

Website integration, social networks and mailing service of a company with a CRM system, - setting up transaction/contact fields for transfer to the system from social networks networks - connecting a group of analytics fields in a deal -…

Implementation + setting up CRM for the SD of a jewelry company

680 USD

0 1 912

Implementation + setting up CRM for the SD of a jewelry company

Client Management & CRM

Site integration on WordPress, social. networks and telephony Zadarma with CRM-system - setting up transaction/contact fields for transfer to the system from social networks networks - connecting a group of analytics fields in a deal -…

Integration of the site + social networks + manychat with the CR

325 USD

0 1 653

Integration of the site + social networks + manychat with the CR

Client Management & CRM

Website integration, social networks, manychat and telephony companies installing solar panels with a CRM system - setting up transaction/contact fields for transfer to the system from the site - connecting a group of analytics fields in a deal…

Implementations + setting up CRM for a bowling club + widget

680 USD

0 860

Implementations + setting up CRM for a bowling club + widget

Client Management & CRM

Integration of social networks and telephony of a bowling club with a CRM system, development of a widget for the menu of products and services of the club - setting up transaction/contact fields for transfer to the system from social networks…

Integration website + social networks + telephony with a CRM sys

680 USD

0 637

Integration website + social networks + telephony with a CRM sys

Client Management & CRM

Website integration, social networks and telephony of a car delivery company with a CRM system - setting up transaction/contact fields for transfer to the system from the site - connecting a group of analytics fields in a deal - transferring…

Oleg M.

AI & Machine Learning · Client Management & CRM

22 0

5.0

2 070

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I am engaged in: 1️⃣ CRM configuration 2️⃣ Selection and implementation of CRM systems 3️⃣ Automation and construction of sales funnels 4️⃣ Integrations with CRM systems 5️⃣ Lead generation through LinkedIn: creating target lists, scripts, and outreach campaigns 3+ years of experience working with CRM systems: Kommo, Keepin, NetHunt, Zoho, Pipedrive, KeyCRM, OneBox, Perfectum, Uspacy Niches I have worked with: ✔ Car services/car sales ✔ Warehouse equipment sales ✔ Consulting services ✔ Developers ✔ E-commerce ✔ Dentistry ✔ B2B services where LinkedIn plays a key role What I can do on a…

Custom CRM system integration with Google package, FH, website

5000 USD

0 31

Custom CRM system integration with Google package, FH, website

Client Management & CRM

# Business Atlas (BA²) — CRM and operational platform for the team ## Project Description Business Atlas is an internal web platform that combines CRM, project and task management, a gamified motivation system, financial accounting, a content blog,…

This scenario connects Lemlist, Pipedrive, and analytics in Looker.

224 USD

0 390

This scenario connects Lemlist, Pipedrive, and analytics in Looker.

Client Management & CRM

1. Event Source: Lemlist - Router Automation starts from Lemlist: - the "Watch Activities" module tracks events in email campaigns (sending, opening, clicks, replies, unsubscribes); - each event goes to the Router, which distributes it into two…

Building a multi-project task management system in Notion

112 USD

0 265

Building a multi-project task management system in Notion

Client Management & CRM

The team was running several projects in parallel and kept tasks in different Notion pages/tables. Problem: The manager found it difficult to see the overall workload across all directions, control deadlines and responsible parties — they had to "run…

112 USD

0 268

Notion CRM System

Client Management & CRM

Presentation: https://docs.google.com/presentation/d/1eewNYGwD8OukiY71X8C6AKYJbjVDMeB7CT8V1_PfL7k/edit?usp=drive_link CRM system in Notion for managing clients, finances, and team interaction Project goal: Build a universal business management system…

KeyCRM Implementation and Automation for Online Pharmacy

404 USD

0 338

KeyCRM Implementation and Automation for Online Pharmacy

Client Management & CRM

Client and Task An online business in the pharmaceutical/health niche that is launching active traffic to a landing page and wants to: - structure work with leads in KeyCRM; - connect the website and telephony; - provide managers with a clear…

Yaroslav Perets

Client Management & CRM · Web Programming

23 1

4.9

1 911

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Illia Tuk

Social Media Advertising · Lead Generation & Sales

8 0

4.9

1 038

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Mykola Kibets

Client Management & CRM · Consulting

8 0

5.0

912

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Stanislav V.

Client Management & CRM · Consulting

46 0

792

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Integration of My warehouse and RetailCRM

56 USD

1 1 347

Integration of My warehouse and RetailCRM

Client Management & CRM

Integration Settings on My warehouse and Retail CRM side. Set up the scripts of exchange. Set the demon in Linux for periodic exchange from My warehouse to Retail CRM. The project was delivered. The exchange works.

224 USD

6 2 329

Implementation of CRM Bitrix 24

Client Management & CRM

Project: Introduction of CRM Bitrix 24 in a small company. The tasks: 1 . Analysis of business processes. 2nd Formalization of existing business processes (visually in the form of block schemes. Three Optimization ( remove the non-functional…

Implementation of AMO CRM in the Company

157 USD

3 2 109

Implementation of AMO CRM in the Company

Client Management & CRM

Set up the transaction card. Integration with LP Integration with social networks Integration with Post Integration with analytics systems (Roistat setting) Creation of trigger messages Double checking (dubble control when automatic…

Implementation of CRM Terrasoft bpm'online

112 USD

0 690

Implementation of CRM Terrasoft bpm'online

Client Management & CRM

Customer guidelines and cards Settings of business processes Set up the LID processing scenarios - Integration with external services (messengers, social networks, mail)

79 USD

2 605

Implementation of CRM Bitrix 24

Client Management & CRM

Implementation of CRM For the sales department it was necessary to set the system in accordance with the TZ. made by: 1 . Audit of systems, processes in the Company, mechanisms of interaction between structural units. 2nd Coordination of…

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