Consultation on CRM systems
25 USD -
2 days67 USD
2 days67 USD
I can provide a consultation and give a practical scheme for choosing between Pipedrive, HubSpot, and Salesforce for sales, affiliate, and retention. The budget of 1100 UAH for this task feels too small; I would estimate a normal first stage at 3000 UAH for 1-2 days.
We work not from the name of the CRM, but from the processes - funnels, roles, lead sources, deals, partner payouts, repeat sales, reports, access rights, data risks. This way, it’s easier not to buy an excessive system and not to create chaos in a beautiful interface =)
What I need from you - a brief description of the current process, how many people work in sales and retention, what lead sources you have, and what integrations already exist or are planned.
I would like to clarify two things:
> Is the CRM needed only for consultation on selection or also for initial setup?
> Should the affiliate part include tracking partners, payouts, and reporting, or just accounting for contacts and deals?
…
Relevant examples of our experience:
> https://business.ingello.com/iks - CRM and management system with business logic and roles
> https://business.ingello.com/forma-crm - example of a CRM approach for processes where structure, reporting, and scalability are important
> https://systems-fl.ingello.com/ua - a brief overview of Ingello Systems and our approach to system development
Look, there’s a nuance here - for iGaming, it’s better not to choose a platform based on popularity at the start. Those who measure well do less rework, something like that. First, you need to model the funnels and control points, and only then choose Pipedrive, HubSpot, or Salesforce, because Salesforce can be excessive, HubSpot is convenient but expensive at scale, and Pipedrive is easy but not always sufficient for retention and affiliate logic.
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1 day33 USD
457 1 day33 USD
Hello! I have implemented similar projects involving the selection and implementation of CRM, setting up sales funnels, automation through Make.com, and integrating AI solutions for lead qualification. I have worked with Pipedrive, HubSpot, and Zoho CRM, building end-to-end analytics and automated communication scenarios that reduced lead processing time and made processes completely transparent.
I can help choose the optimal CRM specifically for your iGaming model, think through the structure of pipelines, automate affiliate processes, retention, and integrations. Do you already have established business processes, or does the system need to be designed from scratch?
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1 day111 USD
1053 6 0 1 day111 USD
Good day. I can help, but I will say right away that for iGaming, the choice between Pipedrive, HubSpot, or Salesforce is the final stage. First, you need to understand what processes you are building: affiliate, B2B sales, VIP/retention, account management, reporting, integrations with the platform and marketing services. Only after this can you objectively determine which CRM is suitable and which will create limitations in a couple of months. I can analyze your current model, define system requirements, and form an optimal architecture.
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2 days27 USD
2192 29 0 2 days27 USD
Good afternoon! I am ready to conduct a consultation on the selection and setup of CRM for iGaming/casino. The consultation takes place in several stages: first, I send a list of questions to understand your processes, sales, affiliate, and retention. After your responses, I prepare a detailed file analyzing all the nuances, recommendations for choosing a CRM, and optimal setup for your tasks. The file remains with you and can be used as a working guide. If there are any questions after reviewing, we will discuss them in the chat.
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2 days25 USD
232 2 days25 USD
Good day! I was setting up Pipedrive and HubSpot for the sales departments — funnels, automation, API integrations. Right away, the main question: do you need the CRM more for affiliate management and sales or for player retention? Because the logic is different — for the first, Pipedrive fits perfectly, for retention I would rather look at HubSpot. I am ready to provide a comparison of the three systems tailored to your processes with specific recommendations in a couple of days.
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3 days25 USD
1510 10 0 3 days25 USD
Good day! We have experience implementing CRM for iGaming projects, including configuring Pipedrive, HubSpot, and Salesforce to fit the specifics of affiliate and retention. We will help you choose the optimal solution and build sales funnels considering your business processes. We will achieve this through a thorough audit of current tasks and a step-by-step integration plan. We are ready to discuss the details and get started.
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