Laboratory work of 1C

Looking for a specialist with experience in setting up SendPulse CRM for a one-time project work. The project is aimed at a specialist who knows the capabilities of SendPulse CRM well and can offer simple solutions without unnecessary complications. About the project Tourist company. It is necessary to set up a simple CRM for the sales department. This is not a full-fledged ERP/CRM system, but only the first part of the sales funnel — from lead acquisition to its transfer for tour processing. After the sale, further customer support is carried out in another system. Therefore, the project is as simple as possible.What needs to be done1. Set up CRM Create two funnels: New clients; Regular clients (copy of the first). The main work is done with the first funnel.2. Set up sales stages It is necessary to create deal stages according to the prepared technical specifications. The logic of the funnel is already fully described.3. Set up deal cardCreate necessary deal fields, including: lead priority ( hot / warm) displayed directly on the deal card, so the manager can see it without opening the deal; lead source; country; direction; travel dates; budget; link to Telegram; last contact summary; next contact plan; link to tour presentation; other fields according to the technical specifications.4. Prepare CRM for integration with Telegram bot Integration is not needed. It is necessary to prepare the CRM structure so that the second developer can connect the Telegram bot. This means it is necessary to anticipate in advance: fields for data transfer from Telegram; stage of new lead acquisition; fields for the link to the correspondence; lead type field; lead source.5. Set up manager tasks It is necessary to implement using standard SendPulse tools: task creation; control of overdue tasks; task performance control; reminders for the manager.6. Set up analytics Use standard SendPulse analytics. There should be an ability to see: the number of all new leads; deals by stages; overdue tasks; conversion between stages; manager performance.7. Check SendPulse capabilities It is also necessary to check and, if possible with standard SendPulse tools, implement: automatic recording of transitions between stages; deal action history; convenient organization of comments; other features that will improve manager performance. If any function is impossible without programming, it is necessary to report this and suggest the optimal implementation option.8. Project handover After completion, it is necessary to: check the CRM operation; show the main settings; explain how to independently change stages, fields, and users.Important The project is as simple as possible. Not required: telephony; integration with email; contracts; invoices; accounting; tour operators; API integrations; complex automations; BI and complex reports. Most processes will be performed by managers manually.Requirements Experience in setting up SendPulse CRM. Availability of examples of similar projects is desirable.Deadline 1–2 working days.Please indicate in your response confirmation of the cost of work; completion time; experience working with SendPulse CRM; examples of completed projects (if any).

It is necessary to create 3 reports for analyzing the work of the sales floor. Configuration "Business automation software for integrated enterprise management (2.5.15.3)". The technical task is in the attached files.

Project: implementation of a management system for an electrical installation company based on Microsoft 365. Tools: Outlook, Microsoft To Do, Planner, SharePoint, Power Automate, possibly Teams, access from iPhone and Windows. Goal: to create a unified system for managing projects, tasks, documents, and employees with automatic reminders and a manager's control panel. Implement the creation of a new project with a standard task template (estimate, contract, procurement, installation, control, acts, invoice, closure). Each task has an assigned person, deadlines, status, and comments. Auto-reminders: 3 days and 1 day before the deadline, as well as on the due date. Delays are escalated to the manager. Documents are stored in SharePoint with folders for each project. The manager sees a dashboard with all active projects, completion percentage, overdue tasks, and employee workload. Integration with Outlook Calendar, To Do, Planner, and notifications on iPhone. Staff training after implementation 2-3 hours, plus video instructions.

It is necessary to set up a connection between the tables, delineate access rights, and automate the calculation of net profit and commissions. What needs to be done: Order database and auto-distribution: The manager enters orders into the Main Table. Order data is automatically transferred to the personal tab/table of the master (each sees only their own orders). Automatic saving of customer history by phone number. Master's report in the table: The master marks the order status and enters actual figures (work volume, total amount, material costs, parking, etc.) directly in their table/row. Status and data are automatically saved. Automatic financial calculations: Auto-calculation of net profit for each order. Critically: The manager's commission is calculated only from the net profit. Consolidated financial report: A separate tab with summaries for the period (revenue, payments to masters, manager commissions, net profit of the company).

Hello! I am looking for a BAS / 1C programmer to create a simple and convenient program "for myself".We are building a 9-story apartment building. The accounting works separately, so the program is needed not for taxes, but for my personal control of finances and construction.What the program should do (main features):Money: see how much has come in, how much has been spent, and how much is available (cash / non-cash).Expenses for the building: clear accounting of where the money went (materials, salaries for builders, equipment, projects, permits, etc.).Materials: what was purchased and what it was used for.Contractors and teams: how much we owe them for the work done and how much has already been paid.Simple reports: so that I can open it at any moment and see the real cost of construction and the overall financial status.I am looking for a specialist who can explain everything in simple terms and make the program convenient for daily use.Please write if you have done similar financial modules and what the estimated cost of such work would be.