Key CRM Settings - for product business

Online Stores & E-commerce, Client Management & CRM — incorrectly specified categories?

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Project: Setting up KeyCRM for product business

We are looking for a specialist to set up KeyCRM with subsequent integration of sales channels, delivery, payments, and communication. It is also necessary to conduct training on how to work with the system.

Goals:

Centralization of orders from marketplaces, website, messengers, and phone
Automation of logistics, communications, and finances
Increase in order processing efficiency

Scope of work:

1. Integration:

Marketplaces: Rozetka, Prom.ua, Epicentr
Website: connection to OpenCart
Bank: PrivatBank (payment pulling)
Delivery: Nova Poshta, Ukrposhta, Meest, self-pickup
Communications: SMS, Viber, Telegram, Facebook Messenger
Social networks: Facebook page (Instagram if needed)

2. Business process setup:

Sales funnel: from order to delivery
Automatic creation and tracking of TTN
Payment control
Work with returns
Customer card, order history
Automatic notifications (SMS, messengers)

3. Roles and permissions:

Admin, managers, accounting, logistics

4. Staff training:

Basic video instructions (recorded overview of each step of order processing and main settings)
One online session (up to 2 hours)

Expected result:

Fully functioning system
Automation of most routine processes

Additionally:

If you have previous experience with KeyCRM - please specify examples
Preference will be given to specialists who have worked with product e-commerce

Proposals 4 Rejected 4

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Sergey Sergey
Ukraine
Браста Україна

Projects 27
Rating -
Rating 445

Key CRM Settings - for product business

Project: Setting up KeyCRM for product business

Goals:

Scope of work:

1. Integration:

2. Business process setup:

3. Roles and permissions:

4. Staff training:

Expected result:

Additionally:

Proposals concealed

Proposals are currently absent

Proposals concealed

Current freelance projects in the category Online Stores & E-commerce

Creation of an eBay store

Development of an online store for vitamins and dietary supplements in 4 weeks

Consultation on creating a drop platform in Telegram or on other sites, and finding dropshippers.

Creation and filling of a website on Khoroshop

Posting ads on Allegro