Integration with CRM Pipedrive
Information required: from 2 sites + one landing on the subdomain
To set the ability to choose the goal of "reference" of customers: Not selected, consultation of the accountant, consultation of the lawyer, registration of the FOP, registration of the FOP, conduct of the FOP, conduct of the FOP, closure of the FOP, reporting, audit, introduction of changes to the FOP, legal services, registration of the RRO, training, decreet FOP, receipt of the certificate, it is impossible to establish the need
Set up the ability to choose by the guidelines such "statues": entrance, communication, reminders, calls, no contact data, does not respond, did not make a application, do not provide a service, duplicate, randomly sent a application, spam or advertising, once question, not in Kiev or the area, not relevant already, not suitable conditions, expensive
With what integration is needed: with the wordpress Contact Form 7 forms with the contact tracks to install on the site (online-consultant) with the phone Binotel from social media.networks (fb, instagram, telegram) with google ads, facebook ads for tracking the effectiveness of advertising with corporate emails for sales with payment systems of Ukraine settings of the card of the customer with the history of purchases the opportunity to view the cross analytics and reports the possibility of tracking sources on the utm quotes
Setup of the sale:
Now as it is: Introduction, Communication, Reminders, Wedding, Successful Ice
How to do: How to do:
1 .New (re-named as “Eastern”)
The 2ndIn the work (re-named “Communications”)
3 .Remembrance is called “Remembrance”.Use the house for those with more than 3 uncalled)
and 4.Pre-calling (re-named as “Calling”)
and 5.Accounted at the signing stage of dog.(We need to add)
First you need to transfer the base (clients, leads, agreements) from the current CRM (Bitrix) - to the new in such a defence, and then process it!*With the work to clarify
I look forward to you: Price except the general (for all), very desirable separately by blocks (data transfer - price, integration - price, etc.)!!!??The ?If you need additional information, please clarify!The ?
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8 days494 USD
2623 26 0 1 8 days494 USD
Welcome to
We can set up to your needs, and record the system educational video.
Implementation/Support/Training of Work
Case in the profile and on the website
Write to Ls
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14 days27 USD
537 2 0 14 days27 USD
Good day !
Michael, I don't know if Pipedrive is your final choice, but I can offer you a CRM with great possibilities and at an affordable price. This is Planfix. Planfix works on the principle of the designer, where you can make all the necessary settings.
I’m a more than 4 years certified business partner of the Planfix platform and I’m only working with this CRM, so I have profound knowledge and great practical experience.
In PlanFix without exaggeration one of the best integration realisations with social networks and messengers. We have repeatedly transferred accounts from Bitrix.
The cost of the hour of work.
… If you are considering other options other than Pipedrive, please write, we will make a calculation according to the requirements you have specified in your TZ.
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Kyiv