Oleg

AI & Machine Learning · Client Management & CRM

22 0
5.0
2 070
Go to profile
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
56
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
399
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
271
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…
Notion CRM System
112 USD
275
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
402 USD
348
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…
Kostyantin

Client Management & CRM · AI Consulting

32 0
5.0
3 969
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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 400 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…
Transferring UTM when switching from a website to a messenger
30
Transferring UTM when switching from a website to a messenger
Client Management & CRM
Problems 1. The company cannot tell which advertising channel a client came from when they moved into WhatsApp or Telegram — every inquiry looks the same. 2. It is impossible to assess which ads actually generate sales and which are simply spending…
Connecting Binotel IP telephony to CRM
31
Connecting Binotel IP telephony to CRM
Client Management & CRM
Problems 1. Customer calls are lost when a manager is busy or unavailable — there is no queue, no notification of a missed call. 2. Conversations with clients are not recorded anywhere: no call recordings, no communication history for each deal. 3…
Stripe Integration with CRM
46
Stripe Integration with CRM
Client Management & CRM
Stripe Payment Gateway Integration with Kommo CRM via API Connector Problem The company needed to automatically generate payment links within Kommo CRM deals and receive payment confirmations. The standard Stripe integration did not allow payment…
Make.com – Creating a lead from a website in CRM with UTM tags
342 USD
64
Make.com – Creating a lead from a website in CRM with UTM tags
Client Management & CRM
Problem The company needed to identify which website forms generated leads that converted into sales and determine the most common customer inquiries. Tasks Connect website forms to Kommo CRM to automatically create leads with UTM parameters,…
Make.com – Exporting Data from CRM to Google Sheets
47
Make.com – Exporting Data from CRM to Google Sheets
Client Management & CRM
Data collection for analytics Problems Manually collecting deal data from Kommo CRM was time-consuming Tasks Export leads from Kommo CRM with Google Ads as the source to Google Sheets, including UTM parameters. Solution A Make.com…
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
1 894
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
1 932
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
324 USD
1 660
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
872
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
653
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…
Rostyslav Novozhenets

Client Management & CRM · Project Management

2 0
585
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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…
Odoo Settings for the Brands of Backwear
1750 USD
944
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…
KeyCRM Settings for Furniture Company
1050 USD
806
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;…
Implementation of Odoo ERP for a food supply company
1400 USD
207
Implementation of Odoo ERP for a food supply company
Client Management & CRM
Field of activity: A company supplying vegetables and fruits for the HoReCa segment, which operates with delivery, warehouse processes, customer base, orders, purchases, production, and financial accounting. Geo: Kharkiv, Ukraine. #odoo #erp #…
Odoo ERP for car broker
8000 USD
119
Odoo ERP for car broker
Client Management & CRM
The client needed to consolidate sales, vehicle support, documents, customs stages, financial calculations, and communication with clients into a single ERP environment. We built Odoo logic with custom CRM stages, vehicle cards, additional fields…
Odoo Settings for Women's Clothing Brand
2500 USD
691
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…
Oleksandr Korskanov

Consulting · Client Management & CRM

3 0
366
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Experience: • 1 year at White Sales: automation through CRM implementation, telephony, and G-Suite. • 1.5 years at 3.14 internet marketing agency: implementation of CRM systems like amoCRM, Bitrix24, SpacePass, YCLIENTS, Zoho CRM. • 1 year as Head of CRM Implementation at the Estet group of companies: implementation of Bitrix24 and YCLIENTS. • Owner of Salesjam for 5+ years. • Co-owner of the Royal Clean auto dry cleaning network. Used to work with Products: • amoCRM • Bitrix24 • Zoho CRM • Pipedrive • YCLIENTS •…
CRM and chessboard for the developer to increase sales
226
CRM and chessboard for the developer to increase sales
Client Management & CRM
In today's business environment, effective customer relationship management is a key factor for success. Lev Development faced challenges in sales management and customer service but found a solution by implementing a CRM. Challenges: - The increase…
CRM for custom furniture sales
301
CRM for custom furniture sales
Client Management & CRM
Installation of CRM for custom furniture sales In the modern business environment, effective customer relationship management is a key factor for success. The company had an established Bitrix24 system, but due to the system shutdown in 2022, it…
KeepinCRM for the online store of armor plates
262
KeepinCRM for the online store of armor plates
Client Management & CRM
Main implementation goals: - The client requested to implement a CRM from scratch, as accounting was done in spreadsheets. - Organization of sales business processes in the B2C direction (online store) and B2B (working with partners and companies…
Migration from Bitrix24 to KeyCRM for an event agency
185
Migration from Bitrix24 to KeyCRM for an event agency
Client Management & CRM
Migration from Bitrix24 to KeyCRM for the event agency "Dядя Жора Company" In the modern business environment, effective customer relationship management is a key factor for success. Dядя Жора Company faced issues with the existing Bitrix24 system:…
Zoho Bigin CRM for medical equipment sales
174
Zoho Bigin CRM for medical equipment sales
Client Management & CRM
Implementation of the Zoho Bigin CRM system for Protech Solutions Ukraine Protech Solutions Ukraine is a key player in the Ukrainian market of high-tech medical equipment and furniture. Challenges: - Lack of a centralized database of clients and…
Nikolay

Client Management & CRM · Consulting

0 0
283
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Introduction of Bitrix24 Window Ideal
0
Introduction of Bitrix24 Window Ideal
Client Management & CRM
The optimization of the sales department was the following: · organize a centralized customer base (CRM) with filtering and sorting capabilities according to the required parameters; · segmenting the customer base according to the criteria: retail…
Introduction of Bitrix24 to the construction company
0
Introduction of Bitrix24 to the construction company
Client Management & CRM
The customer came to us with a request to focus all communications in one place, to integrate 1C with Bitrix24, to describe and set up business processes, to optimize task and communication within the company.Fix all customer conversions in a…
Introduction to Bitrix24 in the consulting company
520
Introduction to Bitrix24 in the consulting company
Client Management & CRM
The client came with the task of managing a single customer base, its structuring and segmentation.The opportunity to gather a history of communication with customers.A lot of the customer was not able to productively plan the income of the future…
BITRIX24 for manufacturing, sale of building materials
205
BITRIX24 for manufacturing, sale of building materials
Client Management & CRM
Task and objectives for the implementation of Bitrix24: • Safe storage of the entire customer base in one system.• Connect communication with customers into one system.• Analysis of sales.• Interaction history between employees and customers.•…
B24 certified package manufacturer
213
B24 certified package manufacturer
Client Management & CRM
The company "Cernigov Package" has been producing polyethylene packages on order for more than 10 years.We were selected on the site Bitrix24 in the list of partners and left a personal application.After the first meeting, the customer went on the…