Логотип

I'm looking for a specialist with real experience in Planfix to set up a basic CRM for a company that sells and installs automotive glass. It is necessary to build the correct structure of the CRM so that it can be easily scaled in the future, adding new integrations and automations without a complete system overhaul. 1. Building the main structure of the CRM It is necessary to set up the basic architecture of the system. The main workflow: Incoming request → Glass selection → Price agreement → Glass order → Installation appointment → Completed order ⸻ 2. “Incoming request” card It is necessary to create a convenient request card. Client data * Full name * Phone * Email * Source of inquiry * Communication channel Vehicle data * VIN * Make * Model * Year of manufacture Important: Make and model must be selected from a list. After selecting the make, the system should only show models of that make. For example: BMW → X1, X3, X5 Audi → A3, A4, A6 Mercedes → C-Class, E-Class, GLC etc. ⸻ Glass data * Type of glass (Windshield, Rear, LPD, LZD, PPD, PZD, LZF, LZC, PZF, PZC, Panorama, LPF, PPF) * OEM number * Eurocode ⸻ Glass options It is necessary to implement the ability to add multiple offers to one request. For example: Pilkington * Supplier * Purchase price * Price to client * Profit (for example, purchase 100 without VAT. The manager adds a markup of 50 and the program calculates the price for the client (100+50)*1.2 Sekurit * Supplier * Purchase price * Price to client * Profit Glavista * Supplier * Purchase price * Price to client * Profit XYG Ukraine Client's glass The number of options should be unlimited. ⸻ 3. Request statuses It is necessary to set up statuses: * Incoming request * Price learned * In progress * Completed * Canceled ⸻ 4. Manual request creation There should be a possibility to quickly create a request manually. For example, if: * the client comes to the workshop; * contacts in person; * contacts by mobile phone; * comes by recommendation; * any other inquiry. After pressing the “New request” button, a card for filling out should open. ⸻ 5. Google Calendar When scheduling the client for installation, it is necessary to: * select a date; * select a time; * create an entry in Google Calendar; * automatically save the event link in the request card; * have the ability to quickly transition from the request to the calendar event. The calendar should display information such as client phone, make, model, price, and supplier, as well as the Eurocode of the glass. ⸻ 6. Email integration It is necessary to integrate the work email. It should be that: * new emails coming specifically from the order site create new requests; * repeated emails are attached to existing requests; * the correspondence history is stored within the request. ⸻ 7. Binotel integration It is necessary to integrate Binotel telephony. It should be that: * when a call comes in, the client card opens; * if the client is not present, a request can be created immediately; * call history is saved; * a recording of the conversation is attached (if technically possible). ⸻ 8. PartsLink24 button A button should be added to the request card: Open PartsLink24 When pressed, the login page for PartsLink24 should open in a new browser tab. It is also desirable to make it possible to quickly copy the VIN code for pasting into PartsLink24. ⸻ 9. Client search Before creating a new request, there should be an option to find an existing client by: * phone number; * VIN; * name. To avoid creating duplicate clients. ⸻ 10. Automatic request numbering Each request should automatically receive its own number. For example: Client's phone number, email address, car VIN last digits ⸻ 11. Training After the work is completed, it is necessary to show: * how to add new fields; * how to change statuses; * how to add directories; * how to independently expand the CRM. ⸻ Expected result After the work is completed, a basic CRM should be ready, with which one can immediately start working. In the future, integration is planned: * WhatsApp Business API; * Telegram; * Google Sheets; * AI assistant; * automatic glass selection. Therefore, the system should be designed in such a way that it can be easily scaled.

It is necessary to add and format Links + price lists with products on ROZETKA. All information is available, we provide the Links + the price lists are ready. There are approximately 2000 products . Link the structure of the catalog file with the tree of the marketplace catalog Go through the products and check for the necessary characteristics (and perform all necessary actions) so that the FILE and links - after the work is completed, function correctly on Rozetka. No other actions are needed. It should be easy to update. If necessary, we will provide access to the ROZETKA cabinet. Completed work - activation of the product on Rozetka. . https://muraveinyk.com.ua/content/export/3d942e5392b64ff06de45a658aecad3b.xml?1784296660737 . If necessary - we can provide the FILE

Wide range of work for a specialist in Baselinker, Sellasist, and sales platforms. Integration of files with inventory levels between Baselinker, Sellasist, and sales platforms. Settings for programs to automatically generate and issue invoices.

Need help with listing products on Amazon. There are not many products - 4 items of different sizes.

Good day! We are the official representative of the Swiss brand Midland in Ukraine (https://midland.ua). We are looking for an experienced developer or a small team to create a modern online store that will become the main online sales channel for our products in the future.Main requirements fully self-hosted solution (the website, source code, and all rights must belong to us); modern responsive design; catalog of about 300 products; user-friendly product catalog, search, filtering; shopping cart and order processing; customer personal account; integration with popular payment systems in Ukraine; integration with major delivery services in Ukraine; import of products from Excel; SEO readiness; high website performance; possibility of further functional expansion.What we ask you to specify in your response which platform you recommend and why; estimated development cost; estimated completion time; what is included in the cost; examples of online stores you have implemented; whether you work under a contract; whether phased payment is possible. We would also appreciate your recommendations regarding the implementation of the project or functionalities that you believe will help make the store more convenient, modern, and effective in terms of sales. After selecting a contractor, we plan further development of the project and implementation of additional functionalities. Thank you! We look forward to collaborating.