Implementation of CRM and IP Telephony for the Sales Department
We are looking for a specialist who can help select, configure, and launch a simple CRM system and IP telephony for a small sales department with 2–3 managers.
Currently, we need a simple solution without unnecessary functionality that will allow us to effectively manage the client database, monitor the work of managers, and store records of phone calls.
Main Requirements
It is necessary to implement:
- maintaining a unified client database;
- a client card with a history of interactions;
- a simple sales funnel;
- task and note setting;
- integration of CRM with IP telephony;
- making calls directly from CRM;
- recording all incoming and outgoing calls;
- the possibility of further connecting AI analysis of conversations (via API or export of recordings will be an advantage).
What Needs to Be Done
- help choose the optimal solution;
- suggest CRM and IP telephony;
- set up the system “turnkey”;
- integrate CRM with telephony;
- conduct a short training for 2–3 employees.
Please Indicate in Your Response
- Which CRM do you recommend specifically for a team of 2–3 managers and why.
- Which IP telephony do you suggest using.
- Estimated cost of implementation.
- Estimated monthly cost of CRM and telephony.
- Timeline for completion of work.
- Examples of similar projects (if available).
About Our Company
We are developing a SaaS service ORLO for automating the preparation of the Price Analysis Report in the construction sector.
You can learn about the service at the link:
https://orlo.com.ua
This will help better understand the specifics of our product and business processes.
Main Criterion
We are looking for a simple, reliable, and inexpensive solution specifically for a small team of 2–3 managers, without complex corporate functionality. It is important that the system can be implemented quickly, and employees can start working in it almost immediately.
