112 USD
21 proposals
About the project and tasks
We have a small sales department (sales department head + 2 managers) and a database of about 220 active clients. There is an urgent need to implement a simple CRM as an operational level so that managers can record calls, agreements, and statuses in the sales funnel in real-time, while management can see which clients are "stuck" at a certain stage.
At the same time, we actively use AI analytics (Claude) for working with exports, reports, anomaly detection, and P&L analysis. Therefore, the CRM is needed as a clean data source from which quality exports can be generated.
What needs to be done (Stage 1 — Implementation)
Audit and solution selection. Finally determine the platform together with us. We are considering Ukrainian solutions (KeyCRM or SalesDrive) as integration with Ukrainian telephony and Nova Poshta is important. We are also open to considering Pipedrive.
System setup. Creating a sales funnel, client cards, and configuring fields according to our specifics.
Integrations. Connecting telephony, messengers, and Nova Poshta.
Data import. Correct transfer of the existing client base (about 220 contacts) from current files.
Training. A brief briefing for the sales department head and two managers on the rules for managing deals to ensure data cleanliness and quality in the CRM.
Further tasks (Stage 2 — Support)
Technical support and refinement of automations during the work process.
Monitoring the correctness of data exports for further AI analytics.
Who we are looking for
A specialist with experience in implementing KeyCRM, SalesDrive, or Pipedrive (please include examples or cases in your response).
A person who understands the principles of building sales analytics and can configure data exports without "garbage".
A responsible specialist ready for long-term cooperation and project support.
In your response, please indicate
Your experience with KeyCRM, SalesDrive, or Pipedrive.
Estimated cost and time for basic setup for our team (3 users).
Whether you are ready to further administer the system and under what conditions.