Review of Zoho CRM

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.

It is necessary to set up a CRM for an early B2B cybersecurity/cloud security product. The product is currently undergoing market validation. A subscription to Zoho has already been purchased.

Set up a CRM for a dental clinic. Main tasks include collecting all requests (phone calls, messengers, Instagram, website requests, etc.) in one place. Create a funnel from the initial inquiry to the end of treatment. Considering that it is necessary to track the stages of treatment in the dental CRM and transfer them to the CRM for clients. Since some patients transition from the main treating doctor to treatment with other doctors, and sometimes treatment takes a long time, the main doctor may not be aware of this after it ends, and the client may not be scheduled further, as there is no communication between doctors regarding each client. I have detailed how I see this in the file. My solution may not be perfect and is subject to adjustment. Tasks: 1) Recommend the best CRM for our requirements 2) Connect all communication points to the CRM 3) Set up all stages of the funnel 4) Set up API between CRMs 5) Set up automation for task creation for administrators, etc. 6) Possibly, we will also implement automation for SMS and email distributions and other automations depending on the capabilities available (this will be decided during the process).

Task essence: The organization announces a competition to attract a specialized expert or agency for a one-time comprehensive setup of a TikTok Ads account from scratch. Employment is not provided. Brief scope of work: Technical integration, setup of conversion events and analytics. Basic analysis of the target audience and creation of the advertising campaign architecture. Launch of the first test campaigns according to the agreed media plan. Requirements and conditions: Collaboration exclusively based on a clear technical specification. Availability of a confirmed portfolio with similar corporate cases. In the response, please indicate the cost of the "turnkey" setup and provide links to the cases.

Transfer the lead database from keycrm to keepincrm and set up the integrators (telephony, Apex drive for Facebook advertising). There is a working system with KeyCRM, the task is to transfer the lead database to the already configured KeepinCRM system. We are ready to provide the entire database and respond as quickly as possible to your questions to close the work swiftly!