Preparation 1c

I'm looking for a specialist with real experience in Planfix to set up a basic CRM for a company that sells and installs automotive glass. It is necessary to build the correct structure of the CRM so that it can be easily scaled in the future, adding new integrations and automations without a complete system overhaul. 1. Building the main structure of the CRM It is necessary to set up the basic architecture of the system. The main workflow: Incoming request → Glass selection → Price agreement → Glass order → Installation appointment → Completed order ⸻ 2. “Incoming request” card It is necessary to create a convenient request card. Client data * Full name * Phone * Email * Source of inquiry * Communication channel Vehicle data * VIN * Make * Model * Year of manufacture Important: Make and model must be selected from a list. After selecting the make, the system should only show models of that make. For example: BMW → X1, X3, X5 Audi → A3, A4, A6 Mercedes → C-Class, E-Class, GLC etc. ⸻ Glass data * Type of glass (Windshield, Rear, LPD, LZD, PPD, PZD, LZF, LZC, PZF, PZC, Panorama, LPF, PPF) * OEM number * Eurocode ⸻ Glass options It is necessary to implement the ability to add multiple offers to one request. For example: Pilkington * Supplier * Purchase price * Price to client * Profit (for example, purchase 100 without VAT. The manager adds a markup of 50 and the program calculates the price for the client (100+50)*1.2 Sekurit * Supplier * Purchase price * Price to client * Profit Glavista * Supplier * Purchase price * Price to client * Profit XYG Ukraine Client's glass The number of options should be unlimited. ⸻ 3. Request statuses It is necessary to set up statuses: * Incoming request * Price learned * In progress * Completed * Canceled ⸻ 4. Manual request creation There should be a possibility to quickly create a request manually. For example, if: * the client comes to the workshop; * contacts in person; * contacts by mobile phone; * comes by recommendation; * any other inquiry. After pressing the “New request” button, a card for filling out should open. ⸻ 5. Google Calendar When scheduling the client for installation, it is necessary to: * select a date; * select a time; * create an entry in Google Calendar; * automatically save the event link in the request card; * have the ability to quickly transition from the request to the calendar event. The calendar should display information such as client phone, make, model, price, and supplier, as well as the Eurocode of the glass. ⸻ 6. Email integration It is necessary to integrate the work email. It should be that: * new emails coming specifically from the order site create new requests; * repeated emails are attached to existing requests; * the correspondence history is stored within the request. ⸻ 7. Binotel integration It is necessary to integrate Binotel telephony. It should be that: * when a call comes in, the client card opens; * if the client is not present, a request can be created immediately; * call history is saved; * a recording of the conversation is attached (if technically possible). ⸻ 8. PartsLink24 button A button should be added to the request card: Open PartsLink24 When pressed, the login page for PartsLink24 should open in a new browser tab. It is also desirable to make it possible to quickly copy the VIN code for pasting into PartsLink24. ⸻ 9. Client search Before creating a new request, there should be an option to find an existing client by: * phone number; * VIN; * name. To avoid creating duplicate clients. ⸻ 10. Automatic request numbering Each request should automatically receive its own number. For example: Client's phone number, email address, car VIN last digits ⸻ 11. Training After the work is completed, it is necessary to show: * how to add new fields; * how to change statuses; * how to add directories; * how to independently expand the CRM. ⸻ Expected result After the work is completed, a basic CRM should be ready, with which one can immediately start working. In the future, integration is planned: * WhatsApp Business API; * Telegram; * Google Sheets; * AI assistant; * automatic glass selection. Therefore, the system should be designed in such a way that it can be easily scaled.

Hello everyone I need to set up AI (your choice) for the automatic posting of comments I have prepared in the groups on FB that I belong to. Set the frequency and publish one of the comment options. Please also suggest a price

It is necessary to configure the CRM system according to the company's business processes: import the contact database from Excel, set up sales funnels, lead and deal cards, statuses, automation, analytics, reporting, user access rights, and other necessary functions for the full operation of the company.

TECHNICAL TASKImplementation and Integration of BAS Accounting + BAS Trade Management with Websites and Services1. General Information It is necessary to combine and configure the joint operation of the BAS Accounting and BAS Trade Management systems, as well as connect 3 websites to the BAS with correct data synchronization.2. Project Tasks2.1. BAS Integration Combine BAS Accounting with BAS Trade Management Set up correct data exchange between the systems Ensure a unified logic for accounting sales, inventory, and finances2.2. Website Connection Connect 3 websites to the BAS: Website on WordPress Website on OpenCart Website on the Khoroshop platform Integration functionality: transfer orders from websites to the BAS synchronize order statuses account for payments synchronize customers (optional) synchronize products and prices2.3. Inventory Accounting Currently, there is 1 general warehouse in the BAS It is necessary to divide it into 3 separate warehouses Set up: correct accounting of balances linking orders from websites to the corresponding warehouses write-off of goods from the warehouse during sales2.4. Service Connection Checkbox: fiscalization of sales transfer of receipts correct operation with the BAS Nova Poshta (NP): creation of TTH from the BAS transfer of order data synchronize delivery statuses

It is necessary to set up a connection for vapi.ai through make.com to the site on prom.ua. The bot should inquire about the price, availability, and description of the product on the site.