KeepinCRM settings for services
It is necessary to set up keepincrm for the sales department. We sell IT services. We need to propose a ready-made solution for a marketing agency, which we may not customize for ourselves at the first stage.
The RSM's tasks are to monitor KPI for sales
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170 Hello!
I have deep expertise in implementing KeepinCRM for sales departments — taking into account team workflow, manager needs, and KPI control.
Instead of templates — I will offer a ready-made structure specifically for service businesses (including marketing agencies), which can be used from day one without modifications. If needed — we will adapt it later.
🔹 Structured: I will set up funnels, statuses, tasks, access rights
🔹 Transparent: I will show how to control KPIs without unnecessary chaos
🔹 Convenient: the logic will be simple for the team but comprehensive in functionality
… I can do everything turnkey — with explanations, recommendations, and technical support. I work independently, carefully paying attention to details, and understanding how CRM should help sell and achieve results.
Ready to discuss details — I will be happy to help 🙂
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691 3 0 Good day!
I have experience setting up and working in various CRMs for sales departments, and after setup, I can also train your team to work in the CRM.
We can discuss more details in private 🙌
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842 2 0 Hello, Dmytro!
We specialize in implementing KeepinCRM.
We offer:
1. Analysis of your needs.
2. System setup.
3. Team training.
4. Technical support.
…
First of all, we will be happy to schedule an online meeting to get acquainted and gather your wishes.
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