Configuration and administration of Keepin CRM

Budget: 2000 UAH Deadline: 4 days

Good day, Vasyl. I have practical experience in auditing and refining CRM systems (funnels, automation, business processes, integrations) — regardless of the specific vendor: the approach is the same for Keepin, Bitrix24, amoCRM, etc., as it concerns the logic of funnels and triggers, not the unique UI.

What I will do at this stage:
1) Audit of the current configuration of Keepin CRM — what funnels/automations already exist, where there is duplication or manual work where there should be automation.
2) A list of specific problems prioritized (what disrupts daily work — I will fix first).
3) Optimization of 2-3 key funnels + automations based on your actual working process.
4) Checking integrations (what comes/goes from the CRM) for data loss.

Portfolio (CRM/automation): https://guardlabs.online/demo/crm-recruiting/ — an example of a funnel with status automation. General studio: https://guardlabs.online/studio/

I am ready for further collaboration on system administration, as mentioned in the terms of reference. Price/term — below. Expand

Budget: 2000 UAH Deadline: 1 day

Hello!
We are the Business Atlas team, official partners of n8n.
The task of optimizing and fine-tuning Keepin CRM for real business processes is our specialty. We know the specifics of Keepin CRM very well and transform it to make it as convenient as possible for the team, eliminating routine tasks.
My experience as a project manager and my team's experience are focused specifically on automating business processes. We have implemented over 50 successful projects in the UA/EU markets. Regarding your stack, we have a successful practical case of implementing and customizing Keepin CRM for an online clothing store, where we set up a complete order processing cycle. This experience allows us to clearly navigate the platform's functionality.
We propose to start with the first comprehensive assessment: within 2–4 days, we conduct an expert diagnosis of your Keepin CRM, identify bottlenecks where managers lose time or data, and create a clear roadmap for corrections.
We are aimed at long-term cooperation and are ready to take over the system for further administration and development (including future implementation of AI agents for analytics or communications).
Message me privately—let me know which integrations (messengers, telephony, marketplaces) are currently not working correctly, and we will agree on a time for a quick call!

Budget: 2000 UAH Deadline: 3 days

Good day. I often work with CRM funnels and triggers, I also set up Keepin. I would start with an audit of the current automations, as chaos usually arises from unnecessary triggers that duplicate the manager's work. Which integrations are currently failing the most often?

Budget: 6000 UAH Deadline: 3 days

We have an almost ready approach for auditing and developing CRM, we can quickly adapt it for Keepin CRM and discuss the details here on the marketplace, I am available (:
For the first stage, I propose 6000 UAH and 3 working days - audit, map of weaknesses, optimization of key funnels, automation, and recommendations for further administration.
We are ready to work specifically with Keepin CRM after access to the admin panel, and our strong experience includes CRM, business processes, integrations, roles, analytics, and system support in daily operations.
We can keep it simple - first, we take one or two of the most painful funnels, check automations, integrations, and manual actions of managers, then provide a plan for improvements and quick fixes.
From you, we need administrator rights, a list of integrations, examples of operations where the system hinders or takes time.
- What integrations are currently connected to Keepin CRM?
- What is more important in the first stage - audit, funnel optimization, or daily administration?
Examples of similar works:
- https://business.ingello.com/forma-crm - CRM and business logic for the operational team
- https://business.ingello.com/forma-bpm - process automation and performance control
- https://systems-fl.ingello.com/ua - a brief overview of Ingello Systems for FLH Expand

Budget: 3000 UAH Deadline: 3 days

Good day, Vasyl.

Your Keepin CRM will become more convenient and efficient after auditing the current settings, optimizing funnels, and automations. I have experience implementing CRM systems: in a project for an online school, I set up the CRM, automated business processes, and integrations, which reduced manual work. I will analyze your processes, identify bottlenecks, set up integrations with phones, messengers, and email for convenient communication. I will propose solutions to increase team productivity.

Audit and quick fixes:
2000–3000 UAH; ≈3 days
Minimal intervention to eliminate critical errors and basic optimization.
- Full report on the technical condition of the CRM and recommendations for improvements
- Adjustment of key stages in the main sales funnel
- Checking the functionality of existing integrations
- Tips for improving the interface convenience for staff

Full optimization:
5500–7500 UAH; ≈7 days
Comprehensive system setup for maximum efficiency in daily operations.
- Fully reconfigured funnels that match the actual customer journey
- Automation of routine tasks, freeing up managers' time
- Stable operation of all communication channels (messengers, email, calls) in one window
- Setting up automatic notifications and reminders for tasks
- User guide for the updated functionality for the team

Development and support:
10000–14000 UAH; ≈14 days
Deep transformation of the CRM with subsequent administration and support.
- All advantages of the previous option with extended automation of complex processes
- Creation of custom fields and complex filters for detailed analytics
- Full support and administration of the system during the first month after launch
- Staff training with a Q&A session
- Priority support when adding new features or integrations Expand

Budget: 2000 UAH Deadline: 3 days

Good day! We have experience working with Keepin CRM and are ready to conduct an audit of the current settings. We will implement optimization of funnels and automations through the refinement of business processes, which will increase your team's efficiency. We are ready to discuss the details and start setting up integrations for convenient work.

Budget: 2000 UAH Deadline: 4 days

Hello! I am ready to complete your task, I have experience working on similar projects.

Budget: 2000 UAH Deadline: 3 days

Vasyl, I see that you are looking for a way to make work in Keepin CRM less chaotic. Judging by the description, the main problem is that the configured system is currently not helping the team, but only adding unnecessary steps to daily tasks.

I suggest starting with an audit of your current funnels and trigger logic. We will go through each stage, remove unnecessary automations, and build the process so that the manager spends minimal time filling out cards. After optimization, we will test the correctness of data transfer from integrations to ensure they finally work stably.

Which automations are currently slowing down your sales department the most, and are there any errors occurring during the transfer of leads from the website?

Budget: 2000 UAH Deadline: 1 day

Good day, I am ready to complete your task quickly and efficiently. I have extensive experience in creating various bots. Please write to me in private messages to discuss the details. I would be happy to help :)