CRM setup
we need a person with knowledge of how to set up crm for the sales department.
4 employees safes
2 lead generators
1 accountant and 1 recruitment manager plus 2 admins.
need to set up the operation of telephony, email, WhatsApp business.
import leads from the old crm (teamsale).
set up funnels for lead gen "adding leads"
for sales "lead - status - client".
for recruitment "client - product search - unloading"
for the accountant "turnover"
so that each department sees only their part of the funnel
we have looked at crm zoho, but are ready to consider others if they suit us better or if the crm is more profitable.
-
14 days380 USD
338 14 days380 USD
Good day!
Our team is ready to offer you professional assistance in setting up a CRM that perfectly meets your needs.
We offer:
1) Setting up the operation of telephony, email, and WhatsApp Business:
2) Integration of telephony, email, and WhatsApp Business into your CRM system for convenient processing of communications with clients.
3) Importing leads from the old CRM (Teamsale):
4) We will ensure a secure and accurate transfer of all leads to the new CRM system so that you do not lose any important information.
5) We will set up flexible access to funnels so that each department sees only its part of the funnel, increasing work efficiency.
We know that you are considering Zoho CRM, but we can also offer other options that may be more beneficial and convenient for your business.
… 💼 Our services include:
- Consulting and training staff on effective use of the new system.
- Support at every stage of setup and implementation.
Together we will make your CRM system as effective and useful for your business as possible!
-
10 days32 USD
537 2 0 10 days32 USD
Good day! I offer you an alternative - the Planfix system.
Planfix (https://planfix.ua/) has several important advantages. Firstly, a more affordable price. Secondly, more flexible customization options. In addition, Planfix offers the best integration with social networks.
I have integrated Planfix for 40+ Instagram and online stores, so I have extensive expertise and can provide you with quality service.
More details about our product for Instagram stores are explained in the video, link https://www.youtube.com/watch?v=R8CcP4fC23Y. My website https://www.processfather.com/.
Relevant cases from my portfolio:
… 1. Automation of the online store of the shoe manufacturer topitop.com.ua, link https://freelancehunt.com/showcase/work/avtomatizatsiya-internet-magazina-virobnika-vzuttya-topitop-com-ua/1649870.html
2. Automation of processes for the handmade souvenir company https://freelancehunt.com/showcase/work/avtomatizatsiya-protsesiv-dlya-kompaniyi-suveniriv-ruchnoyi/1655814.html
I indicate the cost per hour of work.
I will be happy to provide you with a consultation on the implementation of Planfix for your company.
-
1 day22 USD
670 4 0 1 day22 USD
Good day!
I have over 8 years of experience in implementing CRM systems tailored to business specifics. I am an official partner of leading platforms, including Zoho CRM.
Your needs are clear, I can handle all tasks: from data import from the old CRM to setting up funnels and integrations.
I suggest a short call to discuss the details, project scope, and estimated cost. Please message me privately!
-
14 days348 USD
400 2 0 14 days348 USD
Good day!
I have been implementing CRM for 8 years. I have enough experience with various projects and CRM.
Your project requires detailed discussion and the preparation of an accurate estimate.
The cost for 1 hour is 1500 UAH. (I only work for productive hours)
My working principle:
Discussion of the project as a whole
… Division into stages
Implementation of the stage, delivery of a significant result, payment post-factum.
Implementation of subsequent stages.
If necessary, there are specialists who can be involved in performing specific tasks for quick execution.
In my practice, the budget for implementing CRM, streamlining work processes, and training managers is sufficient with a budget of 15600 UAH.
I am ready to discuss your tasks, write to me.
-
8 days598 USD
2623 26 0 1 8 days598 USD
Hello
implementation\configuration\support\training for work
we integrate quickly and efficiently
cases in the profile and on the website
write in private messages
-
1 day268 USD
307 1 0 1 day268 USD
Hello! I suggest trying CRM OneBox https://1b.app/ua/solution/migration-retailcrm-to-oneboxos/
There are many integrations available https://1b.app/ua/apps/
There is a ready-made website parser https://1b.app/ua/app/productparser-constructor/
I am an official partner integrator of CRM OneBox https://1b.app/ua/partner/olmonic/
Write to me privately, I will consult and conduct a demonstration of the system's capabilities.
-
30 days22 USD
278 30 days22 USD
Hello!
Zoho CRM is quite expensive and is used for companies with more complex processes, I don't think it makes sense for you to choose it.
I suggest considering Zoho Bigin (https://www.bigin.com) or Key CRM, they are cheaper in terms of licenses but have good functionality and a nice interface.
We can have a call and discuss in more detail.
-
Вітаю, чому саме Zoho? це досить потужний та високо вартісний інструмент.
Для цих завдань підійде KeyCRM вона буде дешевша врази та буде весь потрібний вам функціонал. Єдине, що інтеграція з ватсап там зараз в розробці, але думаю місяць другий і буде готова.
Якщо цікаво, пишіть.
-
Здравствуйте,
мы на него смотрели, но у них нет интеграции с нашей телефонией, нет whatsapp и нет мобильного приложения. -
Є мобільний додаток. Кажу ватсап буде ближчим часом інтегрований.
-
І + її буде простіше інтегрувати та навчити всіх співробітників
-
Будете смотреть в сторону Bitrix24, пишите.
-
знаем о такой црм, но не хотим поддерживать москалей.
-
Zoho працює в Росії і платить там податки - по факту, спонсорує війну, тому наміри у вас вірні, але....
Маю великий досвід впровадження CRM, наразі у портфоліо вже 7 систем. Пропоную провести невеличку онлайн зустріч і проговорити деталі (це безкоштовно).Щось порадимо точно і будете приймати рішення. Якщо цікаво - пишіть.
-
Current freelance projects in the category Client Management & CRM
Need an expert in WhatsApp and Instagram to reduce account bans.
200 USD
We are looking for a specialist with practical experience working with WhatsApp and Instagram for a business with a high volume of incoming messages. We have a company that actively uses WhatsApp and Instagram to communicate with clients. We regularly face account blocks,… Consulting, Client Management & CRM ∙ 1 day 4 hours back ∙ 4 proposals |
CRM integrator for setting up and controlling the transfer of leads from advertising to KeepinCRMDescription of the task: We are looking for a specialist in integrations for ongoing collaboration on our advertising projects. We have several contractors launching ads (Meta Ads, Google Ads) on websites and lead forms. It is necessary to set up and monitor the correct… Lead Generation & Sales, Client Management & CRM ∙ 3 days back ∙ 20 proposals |
WABA setup with integration into SendPulse
Previously, the WhatsApp business account was connected through a Polish FOP, and the system was functioning correctly. Currently, the Polish FOP is unavailable, so reconnection and setup of WABA through a Ukrainian FOP is required. The current account is deactivated, and… Enterprise Resource Planning (ERP), Client Management & CRM ∙ 5 days 23 hours back ∙ 8 proposals |
Web CRM system developer for an appliance repair company in the USAWe are looking for a developer or a team to create a web CRM system for a home appliance repair company in the USA. A responsive CRM system is needed, convenient for use on mobile devices, as the main users of the system are technicians, dispatchers, managers, and… Client Management & CRM ∙ 6 days 4 hours back ∙ 33 proposals |
Accounting, planning, and sales system for a mushroom farm
603 USD
Here is the complete, final text of the Technical Assignment (TA). It combines all your requirements: 16 chambers, 20 contractors, a schedule by days, accounting for containers, profitability calculation, and a mandatory division into three grades of mushrooms. You can fully… Databases & SQL, Client Management & CRM ∙ 7 days 7 hours back ∙ 59 proposals |
Dnepr