Integration of the CRM system and selection of the most suitable one
567 USD The CRM system has not been selected, as I do not quite understand which one would be best suited. Ideally, it should be highly customizable. I would like to see which CRM system you propose and the approximate cost; the tasks are described below.
Task for the freelancer to implement a CRM system in a B2B company
Goal:
To set up a CRM system for automating work with customer requests, managing deals, and analyzing profits.
Functional requirements:
Process of working with customer requests:
The ability to record incoming requests from customers.
Automated creation of a document based on the customer's request (with our company's logo and details) for sending to suppliers.
Maintaining a history of the request: tracking offers from suppliers, selecting the best option.
Formation of a commercial offer for the client based on the best conditions.
The ability to convert a request into an order after agreement with the client.
Working with product items in a deal:
The ability to add all requested items to the deal.
Accounting for the parameters of each item:
Cost price (purchase price from the supplier).
Selling price to the client.
Name and details of the supplier.
Automatic calculation of profit for each deal based on the entered data.
Supplier and product database:
The ability to quickly search for a supplier by company name or product category.
Tool for managing the list of suppliers and their product offers.
Document generation:
Automatic generation of commercial offers, orders, and other necessary documents.
The ability to customize document templates (logo, details, styling).
Exclusions:
Integration with telephony is not required.
SMS or email distribution is not required.
-
20 days28 USD20 days28 USD
Hello, Ms. Olesya.
I am ready to offer an optimal solution that will best meet the needs of your enterprise. I have developed experience in implementing CRM systems that meet all your requirements. Over more than 10 years of work, I have successfully completed projects for enterprises of various sizes and fields of activity.
My approach includes:
• thorough analysis of the enterprise's needs;
• adaptation of the system to your processes;
• training of the team and system configuration;
• continuous technical support after launch (including prompt resolution of issues, updates of functionality, etc.).
Pricing is flexible: hourly rate or fixed price for the project depending on the volume and complexity of the work.
I am ready to discuss the details and provide a detailed commercial proposal after clarifying the requirements. Please contact me in a way that is convenient for you.
… https://freelancehunt.com/showcase/work/integro-mi-vprovadzhuemo-crm/1537388.html
Best regards, Dmytro.
-
1 day28 USD
563 8 0 1 day28 USDHello, Olesja!
I am engaged in the implementation of CRM with an individual approach – I do not offer ready-made templates, but select a system for specific business tasks. To avoid "buying a pig in a poke," I can demonstrate several CRM options for your tasks. The consultation and demonstration are free :) Please write in the personal account. Depending on which system we choose, we will be able to calculate the implementation cost and the cost of the system itself for you. An important factor is the collection of inquiries from your clients; it is necessary to understand how this happens for you, as there are different channels for receiving inquiries and, accordingly, different integrations will be needed. Most likely, you have your own website where clients leave requests (form or contact through Facebook, etc.) It would be good to see in what format you are currently conducting calculations, most likely in Google or Excel, as understanding the format of the tables will allow us to accurately reproduce a convenient CRM format for you. Perhaps you will only need our consultation to set everything up yourself; we have such examples in practice. Feel free to reach out; I will be happy to cooperate.
-
1 day28 USD
307 1 0 1 day28 USDHello.
I suggest considering CRM OneBox.
There is a ready-made solution based on this CRM for working with orders, generating any type of documents, client segmentation, tracking suppliers, warehouse program, and much more https://1b.app/ru/solution/onlinestores/
Message me privately, and I will conduct a demonstration of the system's capabilities and provide demo access for review.
-
14 days28 USD
228 14 days28 USDOlesya, hello!
I have significant experience in implementing CRM systems both from a technical perspective and a practical side, thanks to over 15 years of sales experience in the B2B segment. I have managed a logistics company, a contracting company, and sales of building materials, so I have a good understanding of the specifics of business processes in various fields.
🔑 What I offer:
Selection and implementation of a CRM system:
According to your requirements, I can recommend the most suitable CRM system or develop a customized solution using Google Sheets if maximum flexibility is important.
… Setting up workflows for processing customer inquiries, supplier proposals, and tracking deals.
Automated document generation:
Creating templates with your company's logo and details for commercial proposals, orders, and other necessary documents.
Automatic profitability calculation for each deal.
Managing the supplier and product database:
Structured database for suppliers and their proposals.
Quick search and filtering functionality.
User-friendly interface and analytics:
Intuitive dashboard for tracking all processes.
Detailed analytics for monitoring profitability and optimizing processes.
💰 Flexible payment system:
Fixed rate for the entire project.
Fixed step-by-step payment.
Hourly payment for work.
📈 I would be happy to discuss the project in more detail. I look forward to collaborating with you!
-
14 days567 USD
400 2 0 14 days567 USDGood afternoon!
The tasks are clear and simple. Similar projects have been implemented.
I have been working with CRM implementation for over 10 years. I work with different CRMs. There is a team that will help with the implementation.
In private messages, I can write options for implementing your tasks.
In the budget, I will write the actual price for the project.
-
7 days1360 USD
159 7 days1360 USDHello, the project seems interesting and quite simple. Provided that you have all the information prepared, if so, I invite you to a call :) We will do this within 7 working days + we will create training and a guide on what and how - additionally, I will lease a PM for a few hours a month to keep the processes in the companies.
I warmly invite you to get in touch.
-
1 day28 USD
670 4 0 1 day28 USDGood day!
I have over 9 years of experience in implementing CRM systems and helping businesses choose and customize solutions to meet their needs.
Your request is clear – I can offer a CRM that will be as flexible as possible for customization and select the optimal option for your business processes. I will also help set up automation for handling customer inquiries, managing products, profitability, and document flow.
I suggest a short call to discuss your requirements and budget. Message me privately!
I look forward to collaborating!
-
5 days567 USD
444 2 0 5 days567 USDHello! 👋
Thank you for the detailed description — based on it, I already clearly understand which CRM will perfectly solve all your tasks.
What you will get:
✅ Recording incoming requests and the history of work with each client.
✅ Automatic document generation (with logo, details, and style of your company).
✅ Working with product items: cost price, selling price, supplier — all in one place.
✅ Automatic profit calculation for each deal.
… ✅ Supplier database with convenient search and management.
✅ Customizable templates for proposals, orders, and other documents.
📈 As a result — clear control over processes, transparent analytics on profit, and real time savings for managers.
💰 The cost of implementation depends on the depth of automation, but I am already ready to offer a specific step-by-step plan and estimate after a short call.
Tallin