Set up CRM system turnkey

Adding document photos via a Telegram bot. The connection to BAS should be implemented as an extension - without changing the configuration. Settings: 1. Log for setting which objects it will work with. An object can be a document or a directory. 2. User log of the bot. The log confirms bot users, links to BAS users (a bot user may not be a BAS user), default department 3. Access settings for storage on FTP 4. Settings for departments and directories on FTP for departments Registration 1. by phone number 2. Confirmation of registration in BAS (check the active box) Operating mode. Mode 1. 1. From the document, the "add photo" button is pressed. (the button for the user is pressed only once, and until the operation is completed in the bot, it is inactive for this or other documents) 2. The bot sends a message to the user "add a photo or document". 3. The user attaches a photo (one or several) and presses the "send" button in the bot (or cancel) 4. A message in Telegram about the success of the sending. 5. The photo is attached to the document in BAS. Mode 2. 1. Photos are added to the bot 1 or several 2. A "send" button appears (or cancel) 3. A message in Telegram about the success of the sending 4. File upload to the department's directory. The file name is formed as: 2026_06_24_Document_Telegramuser

Create a form with a button that, when clicked, prompts the user to specify where the USB drive is inserted. After the response, return the hardware identifier of the USB drive. All of this should work on a web client.

Looking for a specialist in business process automation. Need to conduct an audit of routine tasks (orders, reporting, spreadsheets, communication, control) and implement effective solutions. Requirements: experience with AI, Google Sheets/Apps Script, Telegram bots, CRM, integrations (Make, Zapier, n8n). Expectations: process audit; identification of bottlenecks; proposals and implementation of automation; minimization of manual work. The goal is to automate repetitive processes and free up the team's time for development.

We are an e-commerce company (cross-border sales on Amazon/Walmart). We are moving from Monday to ClickUp. The basic structure (Spaces, Task Lists) has already been set up, now we need an experienced specialist to "fine-tune" the system to our business processes and set up automations. What needs to be done: 1. Refinement: The team finds it inconvenient to work with standard cards, they need to be customized to our request. 2. Automation: Deduplication during import: we need to set up the import of reports (CSV) via Make/n8n or scripts. When uploading a new file, the system should automatically check for duplicates (for example, by order number) and update existing records instead of creating new ones. Interdepartmental triggers: set up chains: when IT changes the status of a task -> the next task automatically appears for logistics/sales. Telegram bot: Automatic task creation in ClickUp from messages in Telegram (with text attachment and link to the source). 3. Security and backups: Setting up automatic backup of the database (for example, in Google Sheets). Solutions for safe data handling to minimize the risk of "mass data corruption" and ensure quick rollback of changes (Audit Log/Backups). Candidate requirements: Experience with ClickUp API (specifically API, not just basic list creation). Practical skills in Make (Integromat) or n8n. Understanding of e-commerce logic (Amazon/Walmart) will be a big plus. What we expect in the response: Estimated timelines for auditing the existing system and initial setups and budget. We are looking for a reliable partner who understands our specifics and will help build a working system. We look forward to your proposals!

Project Title: Automation of B2B Client Search for Selling Premium Panatta Fitness Equipment in Ukraine Task Description: Our company is the official representative of the Italian brand Panatta in Ukraine. Panatta offers premium professional fitness equipment for gyms, hotels, sports studios, private gyms, wellness areas, rehabilitation centers, and other commercial facilities. We are looking for a specialist or a team who can develop a system/automation for finding potential B2B clients in Ukraine. Our Goal: To create a stable process for searching, collecting, filtering, and preparing a database of potential clients who may be interested in premium professional fitness equipment from Panatta. Who We Consider Potential Clients: Owners and managers of fitness clubs; Owners of fitness studios; Operators of hotels and hotel complexes; Developers of residential complexes; Builders creating gyms or wellness areas in residential complexes; Owners of SPA, wellness, and resort complexes; Private medical and rehabilitation centers; Corporate offices creating fitness areas for staff; Sports schools, clubs, academies; Premium residential complexes with their own infrastructure; Owners of private gyms in cottages, residences, club houses; Architects, designers, design offices working with fitness spaces; Management companies of commercial real estate. This list is not exhaustive. We are also interested in the executor's ideas regarding additional segments of potential clients. What Needs to Be Done: Analyze our business task and propose an effective B2B lead generation system in Ukraine. Identify sources from which potential clients can be collected: LinkedIn, Google Maps, company websites, Instagram, Facebook, business directories, YouControl/Clarity Project, construction portals, developer websites, hotel directories, industry media, CRM/tables, etc. Propose automation logic using Make.com, n8n, Apify, PhantomBuster, Clay, Airtable, Google Sheets, CRM, or other services. Set up automatic or semi-automatic collection of potential client contacts. Provide for filtering and segmentation of leads by business type, city, potential, object status, source, contact person, etc. If possible — find contact details: website, phone, email, LinkedIn profile, Instagram/Facebook, name of the responsible person, position. Set up a lead database in a convenient format: Google Sheets, Airtable, Notion, CRM, or another proposed option. Consider the possibility of further automating the first contact: email, LinkedIn messages, CRM tasks for the manager, reminders, processing statuses. Expected Result: In the end, we want to receive not just a list of contacts, but a working system that will help regularly find new potential clients for selling Panatta fitness equipment in Ukraine. Desired Work Result: Described lead search logic; Configured working process or MVP of automation; Database of potential clients; Instructions on how to use the system; Recommendations for scaling; Examples of collected leads; Clear structure for further work of the sales manager. Important: We work exclusively in the Ukrainian market. We are not interested in mass spam or low-quality contact databases. We need relevant B2B leads with a high likelihood of interest in premium professional fitness equipment. It Will Be an Advantage If the Executor Has Experience In: B2B lead generation; Working with LinkedIn; Automations in Make.com or n8n; Parsing open sources; Working with CRM; Building sales funnels; Collecting contacts for premium or niche B2B products; Working with real estate, HoReCa, fitness, wellness, or medical center markets. In the Response to the Project, Please Write: What approach would you propose for this task? Which lead sources do you consider the most promising specifically for Ukraine? What tools/services would you use? Do you have examples of similar implemented projects? What result can we expect at the first stage/MVP? Estimated timelines and budget for implementation. Collaboration Format: We are ready to consider both a one-time MVP development and long-term cooperation with further development of the client search system. Budget: Discussed individually depending on the proposed solution, the executor's experience, and the scope of work.