CRM setup and integrations Project 2
445 USD 
6️⃣ Integration with Google Drive:
A folder with documents is created for each client (according to the template: US/UK → Company Name → Year).
7️⃣ Setting up auto-mailing:
Welcome email "Thank you for registration".
Checklist "What to do after registration".
Reminders about deadlines via YAMM or built-in CRM notifications.
8️⃣ Integration with Stripe (or Zoho Invoice):
Checking and synchronizing invoice and payment statuses.
Display of status in the deal card.
9️⃣ Setting up email and message templates:
Automatic notifications to the client about deal and payment status.
Reminders 30/10/1 day before the deadline.
1️⃣0️⃣ Training the manager or yourself:
Conduct a demonstration of the system.
Provide instructions on how to check statuses and manually intervene if needed.
1️⃣1️⃣ Set up simple reporting on leads and conversions.
✅ Expected result:
Complete connection of Salebot → CRM → invoice → payment → status → auto-mailings.
Documents and templates are organized by clients in Google Drive.
Due to the inability to create a project with a budget of more than 27000, the project is divided into 2 parts, with one performer considered for both parts and the execution of the entire project.
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30 days445 USD
306 1 0 30 days445 USD
Hello!
Familiarized myself with the technical task — the assignment 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.
… Ready to start immediately
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30 days445 USD
403 30 days445 USD
My name is Zhurakivskyi Andri, and I represent Salesjam — integrators of 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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