Set up a simple CRM
The task is to connect the CRM to the quiz on WP.
The CRM has not been chosen yet, so we will listen to the recommendations of the performer.
There are 2 conditions for the CRM:
- that leads from Wordpress go there
- IMPORTANT! That it is convenient to work with leads from a MOBILE PHONE
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Good day, the task is simple, I can help, I have experience in integrations
- Leads will enter the CRM through the website and you will be able to manage them further down the funnel
- We will find a CRM that will be convenient for you for your type of business and sales funnel)
From me, support 24/7 and all possible recommendations
Let's discuss the details in private messages, is that possible?
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194 1 1 Good day! I have experience in selecting and integrating various systems. Feel free to reach out, and we can discuss in more detail! Thank you)
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412 Good day, Valeriy!
I have experience in implementing CRM into business processes. I have ready-made solutions among which we can choose the best and most convenient tool for working with leads.
On my part, I guarantee quick connection and technical support (included in the rate).
Write to me privately, we will discuss the specifications in more detail.
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411 6 1 I am considering the proposal!
Please provide me with details about the CRM you have in mind.
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3162 31 0 Deadline: 5 days
Cost: 2500 UAH
Job Description:
CRM Selection
Analysis of your needs and selection of the optimal CRM that:
Allows you to receive leads directly from WordPress.
Has a convenient mobile app or responsive mobile version.
… Integrates with your quiz without additional coding (via Zapier, API, or plugin).
I recommend KeyCRM, Bitrix24, AmoCRM, or HubSpot (we will discuss the best option for your tasks).
CRM Setup
Connecting the CRM to the WordPress quiz through official integrations or Webhook/API.
Testing lead transfer, setting up fields for correct data display.
Automatic assignment of a responsible manager or lead distribution (if necessary).
Mobile Device Optimization
Guarantee that working with leads via mobile phone will be convenient.
Setting up notifications for new applications in Telegram/Viber or the CRM mobile app.
Testing and Support
Checking the correctness of the work.
Training (short guide or consultation on using the CRM).
What you need to provide:
Access to WordPress and the chosen CRM.
Define the desired fields in the lead form.
Ready to start work immediately after agreeing on the details.
I look forward to your feedback!
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12426 600 0 Hello, feel free to reach out. I will offer a CRM and connect it to the website. I constantly do integrations.
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148 Good day! Having studied your project with great interest, I am ready to start working on it. Let's discuss the details to achieve the best result.
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https://ua.keycrm.app/pricing?join=PGDJNXA4
Візьміть цю CRM, просто налаштовується. Думаю самостійно справитесь.
Якщо ні пишіть, на 2-3 тис допоможу.
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