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.
-
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
-
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.
Current freelance projects in the category Enterprise Resource Planning (ERP)
Processing for payment unloading from PrivatBank for BAS Accounting Corporation1. Add the given processing as an extension in the configuration (without changing the configuration) so that it appears as an additional menu item. 2. Provide a separate type of rights for configuring access rights to work with the module. 3. Ensure that all subsections of the… Enterprise Resource Planning (ERP) ∙ 22 hours 26 minutes back ∙ 5 proposals |
Looking for a specialist in WordPress / WooCommerce automation
143 USD
Looking for a specialist who can help set up automation for filling product cards in WooCommerce using Make.com, N8N, Zapier, or similar services.Task We have an online store on WordPress + WooCommerce in different languages. It is necessary to automate the creation and filling… Enterprise Resource Planning (ERP), Online Stores & E-commerce ∙ 1 day 23 hours back ∙ 54 proposals |
Checking and configuring cloud, agents, skills.I want to set up an AI agent for finding clients and automatically sending messages. Task: create an agent through Claude/Cloud that can collect a database of contacts based on specified criteria, such as companies, websites, emails, phone numbers, cities, regions, and other… Enterprise Resource Planning (ERP), AI Consulting ∙ 4 days 19 hours back ∙ 23 proposals |
She for the team
557 USD
Teach the team the basic functions of AI Team of up to 10 people Optimize processes, improve the quality of work. Teach basic methods to use AI. Online sessions can be one lasting several hours Enterprise Resource Planning (ERP), AI Consulting ∙ 8 days 8 hours back ∙ 24 proposals |
AI advertising automation - FACEBOOK ADS
150 USD
Hello everyone! We are looking for specialists who have effectively automated the management / launch and analytics of Facebook advertising through AI Claude / GPT / GEMINI. We need to quickly set up automation / launch / exports / analytics. Please share your… AI & Machine Learning, Enterprise Resource Planning (ERP) ∙ 9 days 17 hours back ∙ 30 proposals |
Kyiv