CRM Automation

Yaroslava Bretsko

Enterprise Resource Planning (ERP) · Bot Development

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0 112

Automation of the sales funnel for investment education

Enterprise Resource Planning (ERP)

Created full automation of the sales funnel for investment education, processing potential clients 24/7. Integrated 7 services: WordPress, Kommo CRM, SendPulse, WayForPay, Make.com, GA4, Telegram. Results: 3 scenarios in Make.com (15+ modules),…

Dmytro

Client Management & CRM · Enterprise Resource Planning (ERP)

4 0

4.9

658

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CRM Integration, Automation & AI Solutions "Turnkey" for Your Business Hello! My name is Dmytro, and I am an IT Strategist, Digital Solutions Architect, and Certified CRM Integrator with over 15 years of experience in CIO/PMO roles. I help businesses scale by implementing effective automation and innovative technologies, transforming complex processes into simple, profitable systems. I have successfully delivered hundreds of projects in e-commerce, manufacturing, logistics, education, services, and digital products. I don't just configure tools; I build comprehensive, goal-oriented…

AI COO - automatic operational control system for the manager

1345 USD

0 97

AI COO - automatic operational control system for the manager

Enterprise Resource Planning (ERP)

Client: Chief Operating Officer of a company with 10+ active projects in Planfix. Problem: Every morning, 1.5-2 hours were spent on manually reviewing tasks, deadlines, comments, and statuses. Commitments from negotiations were getting lost in the…

0 241

CRM and Case Management for a Law Firm

Enterprise Resource Planning (ERP)

Implementation of a business process management system (CRM and Case Management) for a Law Firm Key challenges of the client: The need for centralization of case management, ensuring transparent control over the work of lawyers, and strict…

Kostyantin

Client Management & CRM · AI Consulting

32 0

5.0

2 024

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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…

0 12

HR pipeline with a simplified selection cycle

Enterprise Resource Planning (ERP)

Problem The hiring process for positions with a simplified selection cycle (phone interview + one interview) was conducted without a structured system: selection stages were not recorded in the CRM, candidates were lost between stages, and HR…

0 13

Sales analytics in Looker Studio

Enterprise Resource Planning (ERP)

Problems 1. Deal data is stored only inside the CRM, so to get an overall picture of sales, the manager has to manually gather figures across different pipelines and managers. 2. There is no visual representation of metrics — it's hard to quickly…

0 47

Make.com – Exporting Qualified Leads

Enterprise Resource Planning (ERP)

Problem There was no clear visibility into which Google Ads leads converted into sales, and UTM parameters were not being collected for analysis. Task Export qualified deals from Google Ads to Google Sheets, including their UTM parameters…

1500 USD

0 386

Offline Women's Clothing Shop

Enterprise Resource Planning (ERP)

Shopping point in the TRC and online store in the instagram of women's underwear There were two problems. 1 .The first was that all the correspondence with customers was in an Instagram account, but because.The goods of clothes, then not always…

2294 USD

0 334

Implementation of the task manager Asana (case 2)

Enterprise Resource Planning (ERP)

Implementation of the task manager Asana Problems 1. Several areas of activity and it is very difficult to keep all tasks for each area in mind 2. Difficult to control the work of employees from different departments remotely 3. There are also…

Dmytro

Bot Development · Enterprise Resource Planning (ERP)

9 0

5.0

877

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BUSINESS PROCESS AUTOMATION AND TURNKEY AI SOLUTIONS I am an Automation Architect and AI Integrator. I help businesses scale, save hundreds of hours each month, and increase profits by implementing smart systems. What I can do for your business: 1. AI MANAGERS AND ASSISTANTS: - Development of Voice AI agents (voice bots on Vapi.ai + n8n + OpenAI) for customer registration, lead qualification, and 24/7 support. - Creation of AI chatbots (Telegram, Instagram, WhatsApp) for sales automation, FAQ handling, and customer reactivation. - Training AI on your data (…

Automated Lead Routing for a Baltic B2B Distributor

150 USD

0 62

Automated Lead Routing for a Baltic B2B Distributor

Enterprise Resource Planning (ERP)

The Pain The sales team at a Baltic B2B software distributor was drowning in shared info@ inboxes. Instead of selling, they were wasting hours every day sifting through spam, invoices, and internal chats just to find genuine client requests. This…

500 USD

0 117

Enterprise-Grade VoIP & CRM Automation

Enterprise Resource Planning (ERP)

Enterprise-Grade VoIP & CRM Automation (Twilio + Make.com + KommoCRM) Project Overview: Development of a highly reliable, serverless VoIP telephony architecture for a US-based sales team. The goal was to build a flawless, automated connection…

Automated customer feedback collection system

400 USD

0 164

Automated customer feedback collection system

Enterprise Resource Planning (ERP)

Project description: It is critically important for businesses to have high ratings on maps and to intercept negative feedback from customers in a timely manner. I have developed a comprehensive survey system that automatically filters reviews:…

Setting up a support service (HelpDesk) in Telegram

200 USD

0 145

Setting up a support service (HelpDesk) in Telegram

Enterprise Resource Planning (ERP)

Project description: For many online schools and online stores, purchasing expensive ticketing systems (Zendesk, Intercom) is an unnecessary expense. I have developed a Support Service system that works directly within Telegram! How it works:…

WhatsApp on Telegram: managing multiple accounts

150 USD

0 161

WhatsApp on Telegram: managing multiple accounts

Enterprise Resource Planning (ERP)

Project Description: Switching between multiple phones or browser tabs to manage different WhatsApp business accounts is inefficient. I developed a streamlined automation solution that turns a Telegram Bot into a central "Shared Inbox" for your…

Sergey Yanov

Enterprise Resource Planning (ERP) · Desktop Apps

39 0

1 607

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Sergii Yanov System Administrator, Programmer Skills Automation of accounting and finance. Business process development. Analysis and resolution of software issues, including 1C. Project development and technical documentation. Development and implementation of data analysis systems. Integration of software systems. Planning and deployment of network and technical infrastructure. Maintenance and repair of computer and server hardware. Deployment of monitoring and backup systems. Development, optimization, and implementation of network infrastructure…

448 USD

0 1 576

BITRIX24 for TENDER

Enterprise Resource Planning (ERP)

An application for Bitrix24 has been created to hold a tender among suppliers on the goods of the transaction and the determination of the winning supplier. 1 . Identified for each product supplier The 2nd Send all the requests automatically (or by…

Integration of binotels in 1s 8 Trading 2.3.

500 USD

0 2 827

Integration of binotels in 1s 8 Trading 2.3.

Enterprise Resource Planning (ERP)

Integration of the SImplit module (phone panel) in 1C trading + system automation at calls and operators' actions

1000 USD

0 2 495

Calculation of the margin (full)

Enterprise Resource Planning (ERP)

1 . The mechanism of distribution of costs for the delivery of goods to the nomenclature and the document of approval by the various groups of distribution of costs The 2nd Mechanism of the distribution of costs for sale to the nomenclature and the…

Integration of E-COM processing with translation

200 USD

0 1 577

Integration of E-COM processing with translation

Enterprise Resource Planning (ERP)

Basic processing E-COM studied from its own base. Modified storage of signature and signature files, keys. Automated sending notified and signature of documents.

9 USD

0 951

Business process “Return”

Enterprise Resource Planning (ERP)

The business process "Return" replaces the full paper documentation when the goods are returned from the buyer. The process includes: 1 . Application for Return 2. choice of return type (virtual - this is the price and real - where real returns the…

Aleksey Savchuk

Bot Development · AI & Machine Learning

9 0

5.0

431

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Alina Chemerisyuk

Enterprise Resource Planning (ERP) · Bot Development

0 0

248

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I help businesses automate workflows and integrate AI into daily operations using tools like ChatGPT, Zapier, Make, and n8n. From AI-powered chatbots to automated email replies, CRM updates, and content workflows — I build simple, reliable systems that save time and reduce manual work. My goal is simple: turn repetitive manual tasks into automated, AI-powered systems. I work with no-code and low-code tools to connect apps, automate processes, and build intelligent workflows. What I can help you with: • AI integrations using ChatGPT or OpenAI • Workflow automation with Zapier, Make, or n8n • AI…

0 117

AI Automation | AI Finance Assistant: OpenAI

Enterprise Resource Planning (ERP)

Automation of expense accounting through a Telegram bot Developed a system for convenient expense accounting using a Telegram bot and Google Sheets. The user can quickly add expenses by sending text messages, voice messages, or photos of receipts…

0 111

Enterprise Resource Planning (ERP)

Within this project, automation was created that retrieves data from YouTube videos, generates post text, creates visuals, and publishes content across multiple social networks. What the system does: automatically retrieves video transcription…

Vasyl Hlonder

Enterprise Resource Planning (ERP) · Online Stores & E-commerce

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250

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I'm not just a developer — I'm an entrepreneur who spent 28 years running my own e-commerce business (30,000+ SKU store on OpenCart) and built a complete ERP system from scratch (PHP/MySQL/Redis) that processed 100,000+ orders. That means I understand your business, not just your code. When you say "we're losing orders" or "the site slows down during sales," I know exactly what that costs you — because I've been there. What I do: • OpenCart: custom modules, bug fixing, version migration (3.x to 4.x), performance optimization • API integrations: marketplaces, shipping carriers, payment gateways…

Papir ERP — inventory management system for goods business (orders, warehouse,

1008 USD

0 65

Papir ERP — inventory management system for goods business (orders, warehouse,

Enterprise Resource Planning (ERP)

Custom ERP system for a full cycle for a retail network of stationery and printing. Developed from scratch and maintained for over 6 years. What’s in the system: — orders (90,000+ processed), inventory, documents, cash registers; — built-in chat with…

Vitalii Liskonoh

AI & Machine Learning · Enterprise Resource Planning (ERP)

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231

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I am an AI Automation Expert, specializing in business process automation and the integration of modern no-code/low-code tools.How I can help:⚡ Workflow automation using Zapier, Make (Integromat), n8n, Airtable, Google Sheets, and CRM systems Building smart chatbots for Telegram, WhatsApp, Messenger, and websites Integrating AI with CRM, email, and marketing funnels for seamless client engagement Optimizing and automating routine tasks to increase efficiency Consulting on digital transformation and AI implementation for businessesEducation & Certifications: Business Process Automation…

179 USD

0 239

AI agent for content automation

Enterprise Resource Planning (ERP)

An AI agent has been developed for content automation that generates short videos for social media every morning. The script includes: Automatic launch on schedule Generation of text and media elements using AI Analysis and processing of…

Automation of content for social networks and messengers based on AI

179 USD

0 230

Automation of content for social networks and messengers based on AI

Enterprise Resource Planning (ERP)

I automated the entire content creation cycle: generated covers for Reels using AI, sent text campaigns to chatbots and Instagram, created expert articles for LinkedIn, wrote scripts for AI videos, and created videos with an avatar, as well as…

45 USD

0 252

Automated responses to emails using AI

Enterprise Resource Planning (ERP)

A workflow has been set up for processing incoming emails. Custom prompts have been created for typical inquiries, and a scenario has been built in Zapier using Gmail, ChatGPT, and Google Sheets. Now, the AI instantly generates personalized responses…

Vladyslav Chernov

Enterprise Resource Planning (ERP) · Bot Development

0 0

218

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0 128

AI sales automation: leads → CRM → calls → email funnel

Enterprise Resource Planning (ERP)

Developed a complete sales automation system — from lead capture to booking calls and email support. Task: Sales managers manually processed leads, entered data into CRM, and scheduled meetings — this took hours and led to customer loss. Solution: —…

0 137

AI content generation system for Instagram via Make.com + Tel

Enterprise Resource Planning (ERP)

Developed an AI system for automatic content generation for social media through a Telegram bot. Task: The team spent hours manually creating posts for Instagram — text, images, publication. Solution: — The user sends text or a voice message in…

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