Process Automation in Zoho CRM

We are looking for an experienced specialist/team with Bitrix24 to assist with the migration of CRM from Salesforce and subsequent configuration of processes tailored to our business. We are YouWish, a Norwegian company in the field of gift experiences, operating in the market for over 13 years. We are currently considering Bitrix24 as our future CRM platform. Salesforce has been used by us for many years, so this is not about implementing a CRM "from scratch," but about a thoughtful migration from one system to another. What is needed: analyze current CRM processes in Salesforce; help plan the structure of Bitrix24 for our tasks; execute or oversee the migration of data and processes; set up CRM funnels, fields, automations, and workflows; provide recommendations on best practices in Bitrix24; conduct several short onboarding sessions for the team, as Bitrix24 will be a new platform for all users. Important context about the business: We operate in e-commerce, but our model differs from a classic online store. YouWish is a marketplace for gift experiences. Customers purchase a gift card through our platform, and the actual experience is provided by one of our partners. Gift cards are valid for three years, so the customer lifecycle differs from standard retail/e-commerce. A separate important area is partner management. A significant part of our CRM processes is related not only to customer orders but also to finding new partners, negotiations, onboarding, support, and developing relationships with experience providers. Because of this, we need not a standard e-commerce CRM setup, but a more customized structure for our operational processes. Who we are looking for: a specialist with real experience in implementing and customizing Bitrix24; preferably with experience in CRM migrations, especially from Salesforce or other large CRMs; someone who can not just "set up fields," but help design the CRM logic correctly; experience with automations, funnels, partner/client management will be a big plus; it is important to be able to explain solutions in simple terms and support the team during the launch phase; knowledge of English at an Intermediate level or higher is mandatory, as the main language of communication in our team is English. If you have relevant experience, please send a brief description of similar projects, your role in them, and an approximate approach to such migration. The budget and format of cooperation are ready to be discussed after a short call and assessment of the scope of work.

need a part-time experienced tech specialist for KeepIn CRM Tasks: integration with advertising accounts building funnels, fields automation and triggers

Communication/recruitment agency. CRM — NetHunt (Business plan, 2 users). Two funnels — candidates and clients — have already been created independently. This is an internal working tool for a team of 2 people, not a public product. The goal is to correctly configure the system, automate routine tasks, and connect external tools (Google Form, Notion, Telegram) to the CRM. What needs to be done Review and optimize the structure of the database and two funnels (fields, stages) for recruitment processes. Automatic emails to candidates when moving between stages of the funnel (native NetHunt workflow + templates). Auto-creation of candidate cards from applications — evaluate two options: (a) native NetHunt form; (b) from the existing Google Form via webhook/Make. Notion → NetHunt: when creating a record in the database [SPECIFY WHICH], a card is automatically created in the CRM (via Make/Zapier, field mapping, duplicate protection). Connecting Telegram — evaluate two options: (a) two-way integration (candidate chats become cards, responses from CRM); (b) one-way auto-messages. Testing all scenarios + training 2 people + a short instruction. Criteria for successful results All automations work stably, without duplicates and data loss. The team understands how to use the system and make simple edits independently. There is a short, clear documentation on the setup. Please specify in your response Fixed price separately for each item + total. Deadline for completion. Whether support after launch is included (e.g., bug fixes for 1–2 weeks). Similar cases: implementation of NetHunt and/or integrations via Make.

It is necessary to set up a CRM for an early B2B cybersecurity/cloud security product. The product is currently undergoing market validation. A subscription to Zoho has already been purchased.

Set up a CRM for a dental clinic. Main tasks include collecting all requests (phone calls, messengers, Instagram, website requests, etc.) in one place. Create a funnel from the initial inquiry to the end of treatment. Considering that it is necessary to track the stages of treatment in the dental CRM and transfer them to the CRM for clients. Since some patients transition from the main treating doctor to treatment with other doctors, and sometimes treatment takes a long time, the main doctor may not be aware of this after it ends, and the client may not be scheduled further, as there is no communication between doctors regarding each client. I have detailed how I see this in the file. My solution may not be perfect and is subject to adjustment. Tasks: 1) Recommend the best CRM for our requirements 2) Connect all communication points to the CRM 3) Set up all stages of the funnel 4) Set up API between CRMs 5) Set up automation for task creation for administrators, etc. 6) Possibly, we will also implement automation for SMS and email distributions and other automations depending on the capabilities available (this will be decided during the process).