Site integration with CRM
22 USD Basic Integration: Connecting a website to a CRM for automatic collection of customer information. Transfer data about new registrations, orders, or other important events on the website to the CRM. Data synchronization: Ensure bilateral data synchronization between the website and the CRM. Update information about customers, orders, status, etc. Task Automation: Developing automatic tasks and processes to optimize work with customers. Integration with e-mail, reminders and other means of communication. Interaction Settings: Set access rights and restrictions for users in the CRM. Ensure data security and take into account confidentiality requirements. Testing and documentation: conducting integration testing to detect and correct possible errors. Preparation of a documentation that explains the process of integration and work with the system.
Client's review of cooperation with Kostyantin S.
Site integration with CRMIt’s not the first time we work with Costantine, it’s always in time, fast and constantly in contact!
Our personal recommendation
Freelancer's review of cooperation with Kyrylo Rohanov
Site integration with CRMThank you to the customer for the interesting project! I thank you for the quick provision of tasks data, the clear and accurate answers to all questions, the quick and rapid coordination of small details on each task. I will be happy to work with you in the future. I recommend to everyone
-
яку систему срм плануєте/вже використовуєте?
-
Current freelance projects in the category Client Management & CRM
Need an expert in WhatsApp and Instagram to reduce account bans.
200 USD
We are looking for a specialist with practical experience working with WhatsApp and Instagram for a business with a high volume of incoming messages. We have a company that actively uses WhatsApp and Instagram to communicate with clients. We regularly face account blocks,… Consulting, Client Management & CRM ∙ 3 days 1 hour back ∙ 5 proposals |
CRM integrator for setting up and controlling the transfer of leads from advertising to KeepinCRMDescription of the task: We are looking for a specialist in integrations for ongoing collaboration on our advertising projects. We have several contractors launching ads (Meta Ads, Google Ads) on websites and lead forms. It is necessary to set up and monitor the correct… Lead Generation & Sales, Client Management & CRM ∙ 4 days 21 hours back ∙ 23 proposals |
WABA setup with integration into SendPulse
Previously, the WhatsApp business account was connected through a Polish FOP, and the system was functioning correctly. Currently, the Polish FOP is unavailable, so reconnection and setup of WABA through a Ukrainian FOP is required. The current account is deactivated, and… Enterprise Resource Planning (ERP), Client Management & CRM ∙ 7 days 20 hours back ∙ 9 proposals |
Web CRM system developer for an appliance repair company in the USAWe are looking for a developer or a team to create a web CRM system for a home appliance repair company in the USA. A responsive CRM system is needed, convenient for use on mobile devices, as the main users of the system are technicians, dispatchers, managers, and… Client Management & CRM ∙ 8 days 1 hour back ∙ 34 proposals |
Accounting, planning, and sales system for a mushroom farm
601 USD
Here is the complete, final text of the Technical Assignment (TA). It combines all your requirements: 16 chambers, 20 contractors, a schedule by days, accounting for containers, profitability calculation, and a mandatory division into three grades of mushrooms. You can fully… Databases & SQL, Client Management & CRM ∙ 9 days 4 hours back ∙ 61 proposals |
Kharkiv