CRM setup and integrations Project 1
445 USD 
✅ Technical assignment for CRM setup and integrations
📌 Initial data:
There is a ready-made Telegram bot on Salebot, applications are stored in Google Sheets
The website is under development, applications will also come from the website
Goal: fully automate the receipt of applications, client creation, invoicing, and sending reminders via bot or website.
🎯 CRM goal:
Automatically register all applications from the bot.
Create a new client and deal.
Automatically assign tasks to performers.
Issue an invoice (via built-in system or Stripe integration).
Track payment status.
Send the client information about the company and subsequent steps.
Remind about deadlines (Annual Report, IRS reports, HMRC, etc.)
Store company documents in a structured way (Google Drive).
🔑 Tasks for the performer:
1️⃣ Select the optimal CRM
Recommend a suitable option (Bitrix24, Zoho, or Salebot CRM) considering that the bot is already on Salebot.
2️⃣ Set up Salebot → CRM integration
When receiving an application, the bot creates a deal with fields: Name, Telegram username, email, phone, service, payment status.
3️⃣ Configure automatic client and deal creation
Each new application → new client (or select existing if it matches) + new deal.
4️⃣ Set up statuses and pipeline:
New application → Payment (payment is already connected in Salebot, so ideally immediately check if paid or not, payment will also be accepted on the website. Need to suggest the best way to track payment and immediately transfer payment data to CRM) → In progress → Completed - Feedback.
5️⃣ Automatic invoice creation and sending
Invoice is generated automatically based on client data from the application.
Send payment link to the client via Telegram and email if not paid, or the invoice if paid.
✅ Expected result:
Complete integration of Salebot → CRM → invoice → payment → status → auto-mailings.
The manager sees all applications and their statuses without manual control.
Due to the inability to create a project with a budget over 27,000, the project is divided into 2 parts, and we consider 1 performer for both parts and the execution of the entire project.
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30 days445 USD
306 1 0 30 days445 USD
Hello!
I have reviewed the technical assignment — the task is interesting and clearly formulated.
I have experience working with Telegram bots, setting up integrations between services, API.
I am ready to select a CRM tailored to your scenario, configure integrations, automated actions, payment status synchronization, document structuring, and reporting.
I can break down the implementation into parts — with transparent deadlines and demonstrations of work after each stage.
… I am ready to start immediately.
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30 days445 USD
403 30 days445 USD
My name is Zhurakivskyi Andri, and I represent Salesjam — the official partner of Zoho and other leading CRM systems. We specialize in automating business processes and have been helping companies manage their operations more effectively with CRM solutions for over 7 years. During this time, we have successfully implemented over 120 turnkey projects.
We offer you a free consultation, during which:
We will introduce you to several CRM systems to choose from;
We will conduct a demo presentation of the most suitable solutions for your business;
We will discuss a step-by-step implementation plan to make the process as efficient as possible.
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14 days445 USD
3162 31 0 14 days445 USD
Automation of application: Salebot → Salebot CRM → invoice/payment/reminders
Good day!
I offer a comprehensive solution for automating application processing from Telegram-bot to Salebot with full integration into Salebot CRM and setup of all necessary business processes tailored to your tasks.
What is included in the implementation:
1. Selection and implementation of Salebot CRM
… Consultation on the functionality of Salebot CRM, configuration of the structure to fit your business process.
Optimal connection with Telegram-bot without third-party services and complex integrations.
2. Integration of applications from the bot
Automatic creation of a new client and deal with all application fields: name, Telegram username, email, phone, service, payment status.
Search and update of existing client upon repeat application.
3. Setup of funnel and statuses
Scenario:
“New application”
“Payment” (with automatic detection of paid status from the bot or website)
“In progress”
“Completed - Feedback”
Payment logic integration directly into Salebot CRM: payment status will be updated automatically.
4. Automatic invoice issuance and sending
Generation of invoice in Salebot CRM or connection of Stripe.
Automatic sending of invoice/payment link via Telegram and email.
5. Automatic mailings and reminders
Sending clients information about the company and next steps.
Reminders about deadlines (Annual Report, IRS, HMRC) – push or email notifications.
Organization of document storage for the company through Google Drive integration (optional).
6. Testing, training, support
Complete testing of all scenarios.
Video instructions for the manager.
7 days of technical support after delivery.
Execution timeline:
10-14 working days (depends on your speed of providing initial data/feedback).
Budget:
Cost: 20,000 UAH
(with payment breakdown by stages)
Why choose Salebot CRM:
Minimal unnecessary integrations – everything “in one box”.
Fast response between bot and CRM.
Ready integration for invoices and payments.
Convenient interface for managers and the leader.
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123 days2749 USD
842 2 0 123 days2749 USD
Victoria, good evening!
Interested in your project!
My name is Rostyslav, Develin Core agency. We are a small team engaged in implementing CRM systems, developing websites, and providing various automation of business processes.
We have familiarized ourselves with your requirements and will be happy to detail them to provide an accurate estimate.
Examples of completed projects:
Freelancehunt
…
We offer:
- audit of your current business processes;
- selection of the optimal CRM system (we work with Zoho, Pipedrive, Odoo, and others). (Along with the system proposal, we provide the logic of the desired processes in the system, calculate the cost/duration of implementation, etc. We can also record a video review of the system, showing how everything will work if needed).
The cost of work includes:
- system setup and integrations;
- team training and technical support (first month after project completion).
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16 days520 USD
2623 26 0 1 16 days520 USD
Greetings
implementation/setup/support/training in CRM
we will select a system according to your request
write in private messages, we will discuss your tasks in more detail
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