CRM
251 USD 
Good day!
It is necessary to develop a CRM for a project enterprise.
The enterprise provides engineering design services
The enterprise has 2 departments:
- design department (design engineers);
- client relations department (cold calls, sales, contract signing, payment control, support);
All existing registers must be linked in the system:
- project report (a register that tracks the design stage);
- commercial report (a register that tracks negotiations with clients, call dates, plans);
- contract register (a register of signed and prepared contracts with the client, payment dates, debtor register, sales plan)
- report on managers' % (calculation of % from turnover for the month);
- report on the executive director's % (calculation of % from turnover for the month);
All registers in Google Sheets - I will add screenshots upon request.
The system must integrate with Binotel IP telephony.
Remote access from different workplaces without being tied to the local network.
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20 days451 USD
20 days451 USD
Hello, Mr. Vselovod.
I am ready to offer an optimal solution that will best meet the needs of your enterprise. I have developed experience that meets all your requirements, implementing CRM systems for over 10 years. My approach includes a thorough analysis of the enterprise's needs, adapting the system to your processes, training the team, and support after launch (including prompt issue resolution, functionality updates, etc...). Flexible pricing: hourly rate or fixed price for the project is possible, depending on the scope of work. Please feel free to reach out; I am ready for a detailed discussion of requirements and implementation options to start the work.
Sincerely, Dmytro
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1 day251 USD
670 4 0 1 day251 USD
Hello!
My name is Dmytro Karpenko, I specialize in implementing CRM systems tailored to the specifics of the business. I have over 8 years of experience and am a certified partner of leading CRM platforms.
Your request for automating business processes, integrating existing registers, and connecting with IP telephony is very interesting and aligns with my expertise. Based on my previous experience, I can offer an effective solution that will simplify process management in your company.
To accurately determine the scope of work, timelines, and budget, I suggest organizing a short call or meeting. This will allow us to clarify all the details and choose the optimal CRM system that best meets your needs.
Please let me know a convenient time for you to discuss. I would be happy to help implement a system that will enhance your work efficiency!
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1 day501 USD
267 1 day501 USD
To solve your tasks, there is a ready-made software product that covers 90% of your needs. It includes tracking of pre-order work and order processing (including design) by stages. Minor adjustments will resolve 99%. There is a ready module for integration with Binotel telephony. Here are examples. Everything is already ready out of the box:
https://prnt.sc/qlrN1vZiwFkW
https://prnt.sc/oOLWoafw7NQd
https://prnt.sc/y2r85-0LE2Qr
There is a built-in bot for Telegram. There is a web publication that allows working with the database via the internet. There is complete financial accounting and all management reporting.
I can select the final version and package and help you master the program in practice. If necessary, it can be refined.
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24 days474 USD
1818 17 1 24 days474 USD
Good day. I specialize in CRM, dashboards, databases, and web services for processing, accounting, and analytics. Convenient and modern design. Development fully turnkey. Contact me.
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20 days251 USD
634 3 0 20 days251 USD
Good day, make your solution in the Odoo system. This is a ready-made system with modular components in the form of CRM - it is communication with clients, as well as project management and document flow components. There is an additional module for IP telephony; a demonstration can be shown, no development is needed. The project cost will be formed after detailed technical requirements.
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1 day251 USD
2496 108 0 1 1 day251 USD
Good evening, Vsevolod!
To form at least proposals for the implementation of such a large-scale project, a more detailed technical assignment is needed for each component.
The formation of a detailed technical assignment is a key stage for such projects.
It is necessary to immediately understand your allocated budget limits for this project.
Respectfully, Viktor!
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