Setting up CRM PlanFix + integrations
🔹 Task: Setting up CRM PlanFix + integrations
A specialist is needed to help optimize the CRM system PlanFix for a design and architecture studio.
What needs to be done:
- Conduct an audit of the existing CRM settings.
- Align them with the sales processes in the company, and if necessary, restructure.
- Set up integrations for automatic receipt of applications from:
- the website (WordPress),
- lead forms Meta,
- messengers (WhatsApp, Telegram, Viber),
- social networks (Instagram Direct, Facebook Messenger).
Requirements:
- Experience working with PlanFix
- Understanding of integrations through API / Zapier / Make.
- Practice in setting up sales funnels and automations.
Collaboration format - remote work.
- Payment for results (fixed amount or hourly).
- Deadlines to be agreed upon after the audit.
👉 If you have relevant experience, please describe it in more detail and indicate your desired rate.
-
1 day22 USD
512 1 day22 USD
Good day. I am a partner of PlanFix (link to partner page https://planfix.com/uk/ourpartners/?partner=918). I know the system thoroughly. I have experience working with Make\Zapier, as well as direct integrations via API.
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