Budget: 4000 UAH Deadline: 7 days
Good day, Mr. Petro!
I help business owners automate and grow sales.
I will be happy to help you implement the optimal CRM for your company through email, the functionality of which will fully meet the needs of your company.
What you will get:
1. Convenient CRM system setup;
2. CRM integrations with other services;
3. Learn sales growth areas;
4. Staff training in CRM operations;
5. Sales system audit as a gift;
6. Additional tools for conversion and sales growth;
7. Additional pleasant bonuses and checklists as a gift))
How I can help additionally:
1. Automation of lead funnel to CRM system with identification of most effective traffic channels by UTM tags.
2. Sales strategy development, promotion strategy for each traffic channel.
3. Target audience analysis, CRM marketing, and lead management.
4. Programs for acquiring and retaining lost clients, Loyalty programs for each target audience segment.
5. Increase in sales conversion and average deal value.
6. Shortening of sales cycle.
7. Sales volume growth.
8. Integration of new lead generation channels.
9. Development of KPIs and material and non-material motivation programs for sales managers.
10. Sales department performance analysis with detailed recommendations.
11. Evaluation of sales department staff competencies with growth zone descriptions.
12. Consultations, mentoring, and more...
Execution timelines and proposal costs are approximate. The exact cost of services will be determined after clarifying all project details.
I will be happy to contribute to the rapid growth of your company's sales!
Best regards, Natalia
Winsell Group Ukraine
Sales & CRM Expert | Head of Digital Marketing
Budget: 4000 UAH Deadline: 7 days
Good day! Petro, we are engaged in automating processes for our clients and implementing ERP CRM systems with configurations. Under your request, there are various systems in terms of system functionality that we can offer and demonstrate to you. For your request, it will be necessary to connect the FB messenger and Telegram chatbot for communication with your clients. All dialogues will be stored in CRM and you can create a deal directly from the chat. It is also necessary to understand whether complex actions are needed in the chatbot itself (like a bot constructor). You may discuss future questions on how you plan to further develop in order to select a system for you with the ability to scale or change (maybe, hypothetically, in a month you will need to sell goods or process some documents or create a mailing list for your clients, or do some analytics, and such an opportunity will not be available). Feel free to contact us, we will help! Have a nice day!
Bogdan Zasadny
Winning proposal- Projects -
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- Rating 325
Budget: 4000 UAH Deadline: 5 days
Hello. I will take on this project. I recommend choosing KeyCRM as it has all the integrations you need, pleasant price, easy interface, and fast performance. Personally, I have 2 years of experience working with it, and currently, I am managing complex projects for the company PNG.studio, which is engaged in printing. Therefore, I am open to cooperation and ready to work with you in the long term. Looking forward to your response in the message.
Budget: 4000 UAH Deadline: 4 days
Hello, Peter! If you have a small business, you can choose Pipedrive CRM or Key CRM. The latter is the most popular in Ukraine among entrepreneurs. You can set up all the necessary sales funnels and integrate the communication channels used by your team. Also, configure many other necessary processes for the business. We can discuss the details in private messages.
Proposals concealed
Proposals are currently absent
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Bogdan Zasadny 5 May 2024Вітаю. Візьмусь за цей проєкт. Раджу обрати KeyCRM там є всі потрібні Вам інтеграції, приємна ціна, легкий інтерфейс та швидкість роботи. Особисто я маю 2х річний досвід роботи з нею, та зараз веду складний проєкти для компанії PNG.studio яка займається друком.
Тому відкритий для співпраці, та готовий працювати з Вами в довгу. Чекаю на відповідь в повідомлення)
Current freelance projects in the category Client Management & CRM
Homepage - dashboard. Statistics - Tasks, payments, clients BASE 1: "Clients" (Table view) Properties: - Name (Title) - Company (Text) - Phone (Phone) - Address (Text) - Email (Email) - Notes (Text) - Files (attachment) - Regular client (checkbox) - Service (Multi-select: Bookkeeping, Payroll, Accounting, Business formation, Taxes, Support, Other) - Tasks (Relation → base "Tasks", bidirectional link, shows related tasks directly in the client card) with current status - Payments (Relation → base "Payments", bidirectional link) with current status - Meetings (Relation → base "Meetings", bidirectional link) BASE 2: "Payments" (Table view, separate base for payment history) Properties: - Amount (Number, format — currency) - Client (Relation → base "Clients") - Date (Date) - Status (Future, Invoice, paid). - Notes (Text) Add quick filters with statuses and date ranges. Button to download csv. Add to the client card Rollup "Total of all payments" (sum) and a table of related payments for viewing history. Dashboard for payments. Total money paid for the week, month. Total future payments BASE 3: "Tasks" (Board/Kanban view) Properties: - Task name (Title) - Client (Relation → base "Clients"). Allow new value for leads, or Text, if not yet a client - Task date (Date, ability to add exact time) - Date (Date, current default) - Timetracker (automation - integrate a button for tracking time spent on each task) - Description (Text) - Estimate (Number, optional, format — currency) - Task type (Select: Sale, Bookkeeping, Accounting, Payroll, Business Formation, Taxes, Other) Set up Board view with grouping by status (new, today, tomorrow, future, on hold, archive). Separately display a table of all archived tasks with a button to download a csv file sorted by parameters BASE 4: "Meetings" (Calendar view) Properties: - Date (Date) - Start time (include time in the same Date property) - Client (Relation → base "Clients", allow new value for leads, or Text, if not yet a client) - Notes (Text) Display as Calendar view by property "Date". BASE 5. Regular clients - Name (Relation - Base Clients Name) - Company (Relation - Base Clients Company) - Amount (Number, format — currency) - Period (Select: Month, quarter, year) - Service (Relation - Base Clients Service (Multi-select: Bookkeeping, Payroll, Accounting, Business formation, Taxes, Support, Other)) - Notes (Text) - Dept (Relation - Base Payments - status Invoice)
Goprokat
Set up marketing trigger emails. It's better to discuss the details and the cost of the services as well. Thank you.
There is a ready web tool for the sewing industry — the interface is made, part of the logic is there, but real integrations are not connected. It needs to be brought to a working state. Demo: https://prognoz.rich2222shop.site/Goal The system must accurately show how many and what positions (size/color) need to be cut, see the total remaining (stock + in cutting + returns), and reduce re-sewing by accounting for the statistics of refusals.Tasks Integration with LP CRM — connect via API (key/subdomain fields are already available), pull in stock, orders, returns. Bypass CORS through a proxy on Render.com. Cutting calculation logic — finalize the formula Plan − Stock CRM − In cutting + Returns to work with real data, calculate based on the size×color matrix. Accounting for refusals in the forecast — the % of refusals by size/color should reduce the cutting plan for that position, not just be displayed. Unified total stock — consolidate stock + in cutting + returns into one table. Workshops and cutting history — distribution by workshops, acceptance of returns, history of transfers. Bug fixes — some buttons are currently placeholders, they need to be brought to a working appearance.Stack HTML/JS single-page, localStorage, integration with LP CRM API, proxy on Render.com.Requirements Experience integrating CRM via REST API (plus — experience with retailCRM/LP CRM) Experience with proxy/CORS Understanding of warehouse/manufacturing logic Willingness to improve existing code without rewriting from scratchWork format Communication in writing (chat/messenger) → phased delivery (CRM → calculation logic → stock/workshops → polishing) → demo at each stage. It is important to understand the essence of the task, not just to formally execute the terms of reference — it is welcomed if you propose your own solutions or improvements where you see that it can be made more convenient or reliable.Budget / Timeline Budget: 6000 UAH (negotiable depending on the scope and phased delivery)
It is necessary to implement a custom integration of the WayForPay payment system on a website that operates on the Wix platform. Ensure the possibility of online payment for services directly on the site with automatic updating of order statuses in the Wix database and correct transmission of these statuses for further routing in CRM systems.
Setting up and optimizing QuickBooks
Configuration and Optimization of QuickBooksWe are looking for a specialist with practical experience in QuickBooks who can conduct an audit of the current system settings, discuss necessary changes with our financial specialist, and implement the agreed modifications.Main TasksAccess the current QuickBooks account and analyze the existing structure, settings, templates, and workflows.Conduct an online meeting with our financial specialist:discuss how QuickBooks is currently used;identify what is set up correctly and what needs changes;suggest possible improvements and automations;discuss technical limitations and implementation options.Collaborate with the financial specialist to create a final list of necessary tasks.Implement the agreed changes, which may include:removing or archiving old templates;creating and configuring new templates;changing current settings;optimizing existing processes;setting up available automations;fixing errors and duplicate items.After completing the work, check the settings and briefly explain to the financial specialist what has been changed and how to use it.ImportantAt the initial stage, the exact scope of work has not yet been defined. The final technical task will be formed after the QuickBooks audit and consultation with our financial specialist.We expect the specialist not only to follow direct instructions but also to provide professional recommendations for improving the current system.Requirements for the SpecialistProven experience with QuickBooks.Experience in setting up templates, automations, and financial processes.Ability to clearly explain technical issues.Willingness to participate in an online meeting with the financial specialist.Attention to detail when working with existing financial data.In your response, please indicate:your experience with QuickBooks;examples of similar tasks; hourly rate or estimated cost of the initial audit and consultation.