CRM System Integrator Uspacy
94 USD Good day everyone!
I need to set up CRM Uspacy and make the following configurations
Connecting users and setting up employee cards (up to 10 users);
- Distributing roles and access rights for employees;
- Uploading the customer database provided by the Customer;
- Setting up to 3 funnels in Leads or in Deals;
- Configuring Lead/Deal/Company cards (up to 10 custom fields);
- Connecting and configuring up to 5 external services without considering the cost of the connector (messengers, social networks, IP telephony, email, etc.);
- Setting up to 3 automations;
- Creating the first “Smart Object”;
- Creating up to 3 workgroups;
- Up to 1 hour of online training with recording;
- Responses and solutions to additional questions (up to 5 “support tasks”)
I would be happy to discuss the details!
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7 days94 USD
563 8 0 7 days94 USD
Pavlo, good day! We can help you with the settings. We are official partners of Uspacy. We will do everything you described, but at this price for the terms of reference, we need all the information from you regarding roles and processes, what types of fields, what names, etc. You need to describe in detail what you want. For example:
* Distribution of roles and access rights for employees:
Sales Manager - (can ..., cannot ...) etc. ....
* Setting up Lead/Deal/Company cards (up to 10 individual fields):
Lead
- field "Reason for Lead Rejection" (dropdown list) (list items... etc. ...
* Funnel No. 1
- stage No. 1 "New Client"
- stage No. 2 - "In Progress" etc. ...
… Contact us, we will communicate in advance to understand how complex the processes you need to automate are and what kind of smart object you want, what its composition should be.
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30 days223 USD
338 30 days223 USD
Good day. We have extensive experience in setting up Uspacy.
The project consists of several stages and is paid for in stages. First, we conduct a detailed analysis of business processes and the customer journey. We determine who is responsible for what at each stage, for what purpose, and with what result. Then we choose a CRM, create a technical task, perform the setup and necessary integrations. We train each employee and support you after implementation. We record individual video instructions.
The project duration is up to 2 months (including initial support). I suggest discussing the details in a free consultation.
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14 days223 USD
400 2 0 14 days223 USD
Hello!
I have been working with Uspacy since its inception. I have been implementing CRM for 10 years.
Ready to implement your tasks.
If there are more complex tasks in the future, there is a team of programmers.
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30 days223 USD
2327 61 0 30 days223 USD
Hello!
I have extensive experience in implementing CRM and ERP systems.
I can help you with implementation and training for you and the users.
Important - what kind of business will you run in this system? Is the funnel logic already ready? Automation - of which systems?
Have you already paid for the system for use?
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