Key Crm

Budget: 3500 UAH Deadline: 5 days

Hello! I am finishing the CRM through the API — I recently connected 1C with an external system, transferring documents and balances back and forth. According to you: reconciliation acts and incoming invoices can be done either with a custom solution within KeyCRM or with a separate service that pulls data through the API and generates documents. The second option is more flexible but more expensive. Please tell me how many suppliers and documents you have per month — this will determine what is more beneficial for you.

Budget: 4000 UAH Deadline: 5 days

Good day! I understood the task: KeyCRM is already in place — it is necessary to properly manage receipts, edit documents, reconciliation acts with the buyer/supplier, incoming invoices from the supplier, sales, and related operations.

To summarize:
- changing/editing receipts and documents without "breaking" the accounting;
- reconciliation acts (buyer and supplier);
- incoming invoices from the supplier;
- sales and the related process;
- a convenient process for the operator, not just a "checkbox in CRM."

Why this is close to me: I have handled operations in retail (receipts, pricing, invoices, peak windows) and then automated the same process in IT — bots/documents/1C, admin panels, integrations. I will adjust/improve KeyCRM to fit your actual process (settings + API/tweaks where the out-of-the-box solution is lacking).

Deliverables: working scenarios based on your examples + a brief guide on how to use it.

For assessment, please clarify:
1) what exactly is not working in KeyCRM right now (1–2 live cases);
2) access to the admin panel/API;
3) whether there is a connection with 1C/website, or if it is all within KeyCRM;
4) what is the priority: receipts + invoices or reconciliation acts.

After the responses — the timeline and cost. I am ready to start with a brief audit after access is provided. Expand

Budget: 1000 UAH Deadline: 1 day

Good day, Vova.

Your needs — editing receipts, reconciliation acts with buyers and suppliers, incoming invoices — require not just the setup of KeyCRM, but an expansion of its basic functionality through custom modules, as the standard interface does not provide full control over document flow. To prevent "and other" functions from turning into an endless scope, it is better to structure your requirements into stages: first, address the critical ones — reconciliation acts and receipts, then iteratively add the rest. Your existing KeyCRM configuration will be inspected before making changes to avoid conflicts with current settings.

Options:

≈4 days: 3000–5000 UAH
Minimum set of tools for document correction and basic receipt accounting.
- Ability to edit main fields of incoming documents
- Setup of basic creation of incoming invoices
- Functionality for processing simple sales
- Technical audit of the existing KeyCRM configuration

or

≈13 days: 8000–15000 UAH
Full functionality for managing document flow, including automation of reconciliation acts.
- Full control over editing receipts and documents
- Automated generation of reconciliation acts with buyers and suppliers
- Optimized process for creating incoming invoices from suppliers
- Full sales processing cycle in the system
- Comprehensive testing and stable implementation of all modules

+additionally

≈7 days: 6000–8000 UAH
Extended solution with flexible customization for individual business processes and support.
- Development of additional custom functions (according to the list "and others")
- Creation of a logging system for all changes in documents for security
- Full support and training for staff on working with new modules
- Priority technical support during the first month after launch Expand

Budget: 3600 UAH Deadline: 3 days

Please clarify: is the refinement needed through the API KeyCRM, or is it about setting permissions and templates within the system itself? From the technical specifications, I understood — editing receipts, reconciliation acts with the buyer and supplier, receipt by invoice and sale. I am ready to implement it, approximately 3 days for delivery.