• Projects 3
  • Rating 5.0
  • Rating 2 110

Budget: 18000 UAH Deadline: 14 days

Hello. Regarding your list:
1-2. Experience: setting up and automating CRM, API integrations, funnels for real sales departments.
3. I will handle: audit, cleaning duplicates and statuses, sales funnels and measurements, automatic transitions between stages, mandatory fields, auto-tasks and overdue control, lead distribution, auto-repeated contacts, document generation.
4. I will clarify external services after the audit (telephony, sms/email, document signing).
5. Timeline: audit 2-3 days, full setup 10-14 days.
6-7. Cost by stages: audit + fixed plan, then setup based on agreed volume; the cost includes setup, tests, and instructions.
8. Support monthly or hourly, we will discuss.
9. I will conduct employee training.
I will start with an audit of the current KeyCRM and show a list of errors with a plan. How many managers are in the funnel?

  • Projects 13
  • Rating 4.9
  • Rating 6 949

Budget: 25000 UAH Deadline: 7 days

Hello.

I have relevant experience with CRM, automations, API integrations (including writing plugins), and setting up business processes for real sales departments/operational teams.

For the task, I will start with an audit of the current KeyCRM: I will check funnels, statuses, sources, permissions, integrations, and errors in logic.

Next, I will fix problematic areas, set up automations, and if necessary, connect external services via API to ensure the system operates smoothly and without manual workarounds.

I can quickly understand the current structure of TERZI and suggest specific improvements without unnecessary complications.

  • Projects 20
  • Rating 5.0
  • Rating 2 430

Budget: 1000 UAH Deadline: 1 day

Good day, I am ready to complete your task quickly and efficiently. I have extensive experience in creating various bots. Please write to me in private messages to discuss the details. I would be happy to help :)

  • Projects 6
  • Rating 3.9
  • Rating 788

Budget: 15000 UAH Deadline: 14 days

Sergey, for the construction company, it is critically important that the CRM not only stores data but also effectively manages the deal cycle from measurement to closing the act. I see that the current setup requires organizing the structure of objects and the logic of automatic transitions through the funnel so that managers do not lose leads at the measurement and payment stages. First, I will conduct an audit of the current architecture, then I will set up automation for data transfer between stages and implement control over financial obligations so that reports for you become transparent and relevant. How many managers do you currently have on staff, and which specific stages of the funnel cause the most confusion when working in the system?

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