Consultation on selecting a CRM system for a marketing agency

Configuration and Optimization of QuickBooksWe are looking for a specialist with practical experience in QuickBooks who can conduct an audit of the current system settings, discuss necessary changes with our financial specialist, and implement the agreed modifications.Main TasksAccess the current QuickBooks account and analyze the existing structure, settings, templates, and workflows.Conduct an online meeting with our financial specialist:discuss how QuickBooks is currently used;identify what is set up correctly and what needs changes;suggest possible improvements and automations;discuss technical limitations and implementation options.Collaborate with the financial specialist to create a final list of necessary tasks.Implement the agreed changes, which may include:removing or archiving old templates;creating and configuring new templates;changing current settings;optimizing existing processes;setting up available automations;fixing errors and duplicate items.After completing the work, check the settings and briefly explain to the financial specialist what has been changed and how to use it.ImportantAt the initial stage, the exact scope of work has not yet been defined. The final technical task will be formed after the QuickBooks audit and consultation with our financial specialist.We expect the specialist not only to follow direct instructions but also to provide professional recommendations for improving the current system.Requirements for the SpecialistProven experience with QuickBooks.Experience in setting up templates, automations, and financial processes.Ability to clearly explain technical issues.Willingness to participate in an online meeting with the financial specialist.Attention to detail when working with existing financial data.In your response, please indicate:your experience with QuickBooks;examples of similar tasks; hourly rate or estimated cost of the initial audit and consultation.

A specialist in Keepin CRM is needed for further development of the already configured system. It is necessary to conduct an audit, optimize funnels, automation, and business processes, improve integrations, and make the CRM more convenient and effective for daily work. Further collaboration on administration and system development is possible. In your response, please indicate your experience with Keepin CRM and examples of completed projects.

We are looking for a specialist (data analyst / analytics engineer) who will build end-to-end sales and marketing analytics for our agency. What needs to be done Combine data from CRM and web analytics (GA4) into a single repository (Google BigQuery) to see the full lead journey — from the advertising channel and web session to the deal. Each lead must be linked to its session in GA4 to accurately calculate CPL, CAC, funnel time, and channel attribution. Main work blocks – Audit of the current GA4, GTM, and CRM setup, forming the solution architecture; – Rebuilding tracking (GTM + GA4): capturing session identifiers when forms are submitted and passing them to CRM; – Setting up BigQuery as a centralized repository (native GA4 export, Search Console, cost data, dataset structure, and access rights); – Automating the data flow from CRM → BigQuery (automation tool — your choice, self-hosted solutions are welcome); – SQL models that match GA4 sessions with leads and calculate funnel metrics; – Interactive dashboards (Looker Studio or Power BI) with role-based access; – Technical documentation + training session for the team. For whom Internal team — sales, marketing, management. This is a decision-making tool based on data, not a public product. How we will evaluate the result – Data from CRM automatically goes to BigQuery without manual intervention; – Each new lead is correctly linked to the GA4 session metadata; – Funnel metrics (CPL, CAC, LTV, time at stage) are calculated correctly; – Dashboards are updated automatically and accessible to the team with role-based access. In your response, please indicate – Relevant experience / portfolio of similar projects; – Proposed approach and stack (Looker Studio or Power BI, approach to automation); – Estimate of labor costs and price (preferably by blocks); – Estimated completion time; – Terms and cost of further support.

We are looking for an experienced specialist/team with Bitrix24 to assist with the migration of CRM from Salesforce and subsequent configuration of processes tailored to our business. We are YouWish, a Norwegian company in the field of gift experiences, operating in the market for over 13 years. We are currently considering Bitrix24 as our future CRM platform. Salesforce has been used by us for many years, so this is not about implementing a CRM "from scratch," but about a thoughtful migration from one system to another. What is needed: analyze current CRM processes in Salesforce; help plan the structure of Bitrix24 for our tasks; execute or oversee the migration of data and processes; set up CRM funnels, fields, automations, and workflows; provide recommendations on best practices in Bitrix24; conduct several short onboarding sessions for the team, as Bitrix24 will be a new platform for all users. Important context about the business: We operate in e-commerce, but our model differs from a classic online store. YouWish is a marketplace for gift experiences. Customers purchase a gift card through our platform, and the actual experience is provided by one of our partners. Gift cards are valid for three years, so the customer lifecycle differs from standard retail/e-commerce. A separate important area is partner management. A significant part of our CRM processes is related not only to customer orders but also to finding new partners, negotiations, onboarding, support, and developing relationships with experience providers. Because of this, we need not a standard e-commerce CRM setup, but a more customized structure for our operational processes. Who we are looking for: a specialist with real experience in implementing and customizing Bitrix24; preferably with experience in CRM migrations, especially from Salesforce or other large CRMs; someone who can not just "set up fields," but help design the CRM logic correctly; experience with automations, funnels, partner/client management will be a big plus; it is important to be able to explain solutions in simple terms and support the team during the launch phase; knowledge of English at an Intermediate level or higher is mandatory, as the main language of communication in our team is English. If you have relevant experience, please send a brief description of similar projects, your role in them, and an approximate approach to such migration. The budget and format of cooperation are ready to be discussed after a short call and assessment of the scope of work.

Communication/recruitment agency. CRM — NetHunt (Business plan, 2 users). Two funnels — candidates and clients — have already been created independently. This is an internal working tool for a team of 2 people, not a public product. The goal is to correctly configure the system, automate routine tasks, and connect external tools (Google Form, Notion, Telegram) to the CRM. What needs to be done Review and optimize the structure of the database and two funnels (fields, stages) for recruitment processes. Automatic emails to candidates when moving between stages of the funnel (native NetHunt workflow + templates). Auto-creation of candidate cards from applications — evaluate two options: (a) native NetHunt form; (b) from the existing Google Form via webhook/Make. Notion → NetHunt: when creating a record in the database [SPECIFY WHICH], a card is automatically created in the CRM (via Make/Zapier, field mapping, duplicate protection). Connecting Telegram — evaluate two options: (a) two-way integration (candidate chats become cards, responses from CRM); (b) one-way auto-messages. Testing all scenarios + training 2 people + a short instruction. Criteria for successful results All automations work stably, without duplicates and data loss. The team understands how to use the system and make simple edits independently. There is a short, clear documentation on the setup. Please specify in your response Fixed price separately for each item + total. Deadline for completion. Whether support after launch is included (e.g., bug fixes for 1–2 weeks). Similar cases: implementation of NetHunt and/or integrations via Make.