CRM for company
Brief project description and explanation of what we need to implement for this system. We are looking for a specialist who will take on the complete implementation of the project for processing.
We have briefly outlined what we need to do and how we see it.
📄 System Goal
To manage all leads (large moves, small moves, corporate clients, past clients) automatically and efficiently, with segmentation into sales funnels, automation, reminders, and daily work tables.
🟦 1. Types of Leads in the System
The system is divided into 4 main segments:
A. Current Leads – Large and Small Moves (B2C)
Leads come from Google, Facebook, TikTok, the website, phone, WhatsApp.
Instant processing + distribution into the sales funnel.
B. Leads from Past Deals (clients from 10 months ago)
Full automation is required:
Each client for whom we completed a move → enters the Follow-Up chain for 10 months.
Exactly after 10 months → an automatic WhatsApp message is sent:
“Hello! We previously completed a move for you. Are you planning another move in the near future?”After sending the message, the client enters the “Past Clients – Follow Up” funnel.
This funnel contains 3 stages:
Relevant Now
Move in the Future (weeks/months)
Not Relevant
If the client is “Not Relevant” → a new timer for 10 months is automatically started.
C. Corporate Leads (companies, factories, contractors, etc.)
Requirements:
Separate funnel for corporate clients.
Ability to store documents / contracts / commercial offers.
Accounting for companies with regular orders.
Periodic Follow-Up every 1–2 months.
D. Small Move Leads – for Delivery Routes
These are leads that come in daily, and the employee must sort them into the “small moves” segment.
Goal:
To create a daily work schedule that allows combining several small moves into one route.
Requirements:
Separate funnel: “Small Moves – Routes”.
Display all leads in one table by the desired move date.
Segmentation by regions: north | center | south.
Ability to form a working day with optimal loading.
🟦 2. Sales Funnels and Structure
Funnel 1 — New Leads (Large/Mid Moves)
Stages:
New lead
Contacted / commercial sent
Negotiations
Move scheduled
Move completed
Transition to 10-month Follow-Up
Closed / not relevant
Funnel 2 — Past Clients (10 months)
Stages:
Message sent
Relevant Now
Relevant in the Future
Not Relevant → start a new 10-month timer
Automation:
10-month timer
Automatic welcome message
Automatic transitions through stages
Response tracking
Funnel 3 — Corporate Leads
Stages:
New corporate lead
Receiving requirements
Commercial offer
Negotiations
Deal / contract
Active corporate client
Follow-Up
Automation:
Periodic reminders
Reporting
Order recording
Funnel 4 — Small Moves / Routes
Stages:
New lead
Data collection / photos
Workday scheduled
Placement in schedule
Completed
Follow-Up
Not Relevant
🟦 3. System and Development Requirements
✔️ 1. System of Automatic WhatsApp Messages
Integration of the official WhatsApp Cloud API
Automatic messages to new leads
Automatic message after 10 months
✔️ 2. Creation of Custom Fields
For new leads:
Move date
Departure address
Destination address
Furniture photos
Required number of workers
Truck type
Final price
For past clients:
Date of previous move
10-month timer
Client response
For corporate leads:
Company name
Type of work
Regular/one-time order
Documents
Summary offer
For small moves:
Region (north/center/south)
Start time
End time
Volume of work
Price
Move date
🟦 4. Administration and Access
System owner — main administrator
One employee — fully works with the system
The developer is given limited access only for system setup
At the moment, we have a Basic embedded system in kommo carm
На данный момент у нас есть Базовая встроенная система в kommo carm
-
30 days1000 USD
427 1 0 30 days1000 USDHello.
I can fully take on the implementation of the described CRM system with sales funnels, lead segmentation, automations, and integration of WhatsApp Cloud API. I have carefully studied the technical specifications: the structure of the funnels, the logic of the 10-month cycle, corporate clients, routes for small moves, custom fields, and daily working spreadsheets — everything is feasible within a single system.
I have experience in developing custom CRM solutions as well as in automations (WhatsApp, Telegram, API integrations, triggers, follow-up chains). I can carefully assemble all the logic, set up processes, automatic messages, timers, reminders, and a user-friendly interface for employees.
I am ready to discuss the details and suggest the optimal stack for implementation.
-
10 days350 USD
563 8 0 10 days350 USDGood day! I can implement all of this for you, there will be one initial funnel for classifying leads by type, then 4 funnels for deals, in which they will be processed. We need to go through more automation, as the price will depend on this. Theoretically, for 300 dollars, we can create all the funnels and all the fields, part of the automation, since not everything is clear yet about what automation is:
Periodic reminders - what kind, under what conditions, how often, to whom
Reporting - what kind of reporting, what needs to be seen and what to control, as sometimes reports can amount to huge sums :)
Order fixation - what is order fixation in automation, how do you understand this? You also have a website on WordPress, which also needs to be integrated + TikTok, Facebook, Instagram, we will need to create chats, etc. Feel free to reach out, I will build you a CRM. I will be happy to cooperate :). You need a CRM with a good automation block, there are a couple of such in operation, so we will set up any automation.
-
10 days300 USD
338 10 days300 USDGood day. Very interesting project. We are ready to offer a solution (we have a certain vision) that will include a complete description and systematization of your business processes, selection of a CRM that will fully meet the project's tasks (including process automation) and complete training of employees and support.
We are a consulting company with 12 years of experience. The main goal of our work is to make your business transparent, understandable, and manageable.
For further discussion, we propose to conduct an introductory consultation with the aim of developing a step-by-step action plan, which will be your first value from our collaboration.
-
10 days700 USD
427 10 days700 USDMy name is Andrii Zhurakivskyi, and I represent the company Salesjam — the official partner of 5 leading CRM systems. We specialize in automating business processes and have been helping companies manage their operations more effectively with CRM solutions for over 7 years. During this time, we have successfully implemented more than 170 turnkey projects.
We offer you a free consultation, during which:
We will conduct a detailed analysis of your business processes, and as a result, you will receive a project roadmap that will allow you to see what you will get as a result and which system will best meet your needs.
You can familiarize yourself with some of our custom solutions on our YouTube channel Salesjam.
Let's schedule a meeting to discuss the details at a time convenient for you?
-
14 days550 USD
537 2 0 14 days550 USDGood day!
I would like to draw your attention to the Planfix system (planfix.ua) — it is a powerful CRM and business automation platform that operates on the principle of a constructor. It allows you to create highly customizable solutions tailored to the specifics of your business — from a simple CRM for processing applications to a full-fledged operational system for the company that automates both sales and internal processes.
Planfix combines communication, tasks, client database, finances, document flow, and analytics in one environment.
Among the main advantages:
- Flexibility — the system adapts to the company's processes, not the other way around;
- Integrations — with social networks, messengers, websites, payment and accounting services;
…
- Scalability — solutions can be developed gradually, adding new features without data loss.
I have been a certified business partner of Planfix for over 6 years and work exclusively with this system. Due to my narrow specialization, I have deep expertise, extensive practical experience, and dozens of implemented cases in various niches — from online stores and clinics to educational projects and service companies.
If you are interested in considering how Planfix can help your business specifically — I would be happy to discuss the details and offer an optimal solution.
-
21 days940 USD
307 1 0 21 days940 USDGood day!
I am the official integrator of CRM OneBox.
I suggest considering this system.
In the system, you can build all process funnels with automatic triggers based on strict logic specified in your technical specifications.
* CRM OneBox has a ready integration with WhatsApp.
* Employee GPS.
* Object GPS.
GPS is a mobile application OneBox, which is installed on the employee's phone, polls the phone's GPS sensor at a specified frequency, and when WiFi or 2G/3G/4G connection is available, it transmits data in batches to CRM OneBox.
In this application, employee GPS will show a Google map and the current location of your colleagues. You can click on an employee and view their entire movement history.
… CRM OneBox is multilingual.
Here are some ready-made solutions that can be implemented based on this system:Freelancehunt
Message me privately, and I will conduct a demonstration of the capabilities of CRM OneBox.
-
30 days3000 USD
1195 4 0 30 days3000 USDHello!
I will create a complete automated CRM system for your moving business from scratch using Laravel + Vue.js: 4 separate funnels (new leads, past clients with a 10-month Follow-Up, corporate, small moves with routes), official integration of WhatsApp Cloud API, automatic timers and notifications, daily work tables sorted by regions, custom fields, document storage, speed 95+ and a simple admin panel with roles.
The team with over 10 years of experience specializes specifically in Laravel + Vue.js and complex CRMs with automation and sales funnels, so we will replace the current Kommo with our own system without monthly payments and fully compliant with your specifications.
Write to me in private messages — I will send examples of similar CRMs for logistics/moving, timelines, and costs!
Best regards, Mykola
-
14 days700 USD
1768 17 1 14 days700 USDHello. I specialize in CRM, dashboards, databases, and web services for processing, accounting, and analytics. Convenient and modern design. Development is fully turnkey. Lavarel 12.
-
deleted by moderator
-
Current freelance projects in the category System & Network Administration
Eliminate the issue of incomplete data import from Excel files of Nova Poshta specifications into 1C:
45 USD
Goal: There is a processing in 1C for uploading the specifications of Nova Poshta. For unclear reasons, it has stopped loading some tabular data. We need to find the reason and eliminate the problem of incomplete data import from Excel files of Nova Poshta specifications into… System & Network Administration, Databases & SQL ∙ 2 days 17 hours back ∙ 16 proposals |
Fortinet configurationGood day! It is necessary to configure Fortinet FortiGate 40F-3G4G. Set up remote access to the PLC. Work experience. Thank you! System & Network Administration, Software & Server Configuration ∙ 3 days 21 hours back ∙ 5 proposals |
Migration of Windows Server 2016.Need a system administrator for the setup and migration of Windows Server 2016. Task: 1. Conduct an audit of the current Windows Server 2016. 2. Check server roles: RDP/RDS, users, access rights, network settings, firewall, backup. 3. Prepare a migration plan without data… System & Network Administration, Software & Server Configuration ∙ 5 days 19 hours back ∙ 12 proposals |
Connection of professional book scanners in OdesaConnect professional book scanners (2 units) in 2 locations in Odesa. Perform assembly according to the instructions, connection, and software setup including test scanning to a file from the program on the PC. System & Network Administration, Software & Server Configuration ∙ 5 days 19 hours back ∙ 2 proposals |
Connection of professional book scanners.Connect professional book scanners (2 units) at 2 locations in Kyiv. Perform assembly according to the instructions, connection, and software setup including test scanning to a file from the program on the PC. System & Network Administration ∙ 7 days 10 hours back ∙ 1 proposal |