Basic settings in crm pipedrive

Implementation of CRM and IP Telephony for the Sales Department We are looking for a specialist who can help select, configure, and launch a simple CRM system and IP telephony for a small sales department with 2–3 managers. Currently, we need a simple solution without unnecessary functionality that will allow us to effectively manage the client database, monitor the work of managers, and store records of phone calls.Main Requirements It is necessary to implement: maintaining a unified client database; a client card with a history of interactions; a simple sales funnel; task and note setting; integration of CRM with IP telephony; making calls directly from CRM; recording all incoming and outgoing calls; the possibility of further connecting AI analysis of conversations (via API or export of recordings will be an advantage).What Needs to Be Done help choose the optimal solution; suggest CRM and IP telephony; set up the system “turnkey”; integrate CRM with telephony; conduct a short training for 2–3 employees.Please Indicate in Your Response Which CRM do you recommend specifically for a team of 2–3 managers and why. Which IP telephony do you suggest using. Estimated cost of implementation. Estimated monthly cost of CRM and telephony. Timeline for completion of work. Examples of similar projects (if available).About Our Company We are developing a SaaS service ORLO for automating the preparation of the Price Analysis Report in the construction sector. You can learn about the service at the link: https://orlo.com.ua This will help better understand the specifics of our product and business processes.Main Criterion We are looking for a simple, reliable, and inexpensive solution specifically for a small team of 2–3 managers, without complex corporate functionality. It is important that the system can be implemented quickly, and employees can start working in it almost immediately.

We are considering between Kippings and Sail Drive Right now, we need to understand Please provide the price for installation on the commercial site for one system and the other, as well as a small training What will be the cost of these packages and how do we proceed

Technical Assignment (Stage 1)Objective It is necessary to develop the architecture of an automatic lead generation system for a real estate agency using n8n, Google Sheets, WhatsApp Business API, and artificial intelligence. At this stage, programming does not need to start immediately. First, it is necessary to propose the optimal architecture of the solution.Initial Data The system uses: Google Sheets (as CRM); n8n; OpenAI (AI Agent); WhatsApp Business API (or suggest an alternative with explanations).Business Process The manager manually adds a new property owner to Google Sheets. The table contains: ID; phone; link to the ad; name (if known); area; price; status; AI stage; last message; probability of contract conclusion; comment; additional service fields.What the system should do The system should: automatically detect a new owner; initiate a conversation in WhatsApp; conduct a natural dialogue; use the memory of previous messages; update the CRM after each message; determine the negotiation stage; pass the prepared lead to the manager.Important Limitations When designing, the following requirements must be considered:1. AI should not appear as a bot It should conduct the conversation like an experienced realtor.2. AI should not ask questions to which answers are already known For example: address; area; residential complex; price; area; floor; property characteristics. This information is assumed to be already known to the system.3. The main task of AI Is not to sell a service. But to gradually build trust.4. Conversation history When messaging again after a few hours or days, AI should continue the conversation from where it left off.5. All changes must be automatically recorded in Google Sheets.What is required from the developer Please propose at least two architecture options. For each option, it is necessary to describe:Architecture What services are used.Workflow What processes will be performed.Advantages Why this approach was chosen.Disadvantages What limitations exist.Scalability How suitable the solution is when working with: 100 contacts; 1,000 contacts; 10,000 contacts.Operating Costs Which services are paid. What limitations exist.Potential Risks For example: WhatsApp blocking; API limitations; memory loss; message duplication; sync errors.

It is necessary to migrate the database from CRM G-PLUS to MyChatBot Database volume - 26 thousand leads 2 funnels - Call center and Sales department with their own funnels Lead cards (besides name and number) have many different fields Leads also have voice recordings of calls. These also need to be transferred I expect an approximate amount and implementation timeline from the candidate

There is UT 11.5, need to teach, show how to investigate month-end closing errors, set up additional costs. deal with current errors.