CRM setup and integrations

Enterprise Resource Planning (ERP), Client Management & CRM — incorrectly specified categories?

380 USD

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📌 Initial Data:

There is a ready Telegram bot on Salebot, applications are saved 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 Telegram or email to clients with CRM.

🎯 CRM Goal:

Register all applications from the bot and website automatically.
Create new clients and deals with deadlines.
Automatically assign tasks to performers.
Issue invoices (through built-in system or Stripe integration).
Track payment status.
Send mailings
Store company documents in a structured way (Google Drive).
Request feedback from clients.
Simple reporting on leads and conversions.

🔑 Tasks for the performer:

1️⃣ What CRMs can be integrated with the Salebot bot, and does it make sense?

2️⃣ Set up Salebot → CRM integration.

3️⃣ Configure automatic client and deal creation.

4️⃣ Set up statuses and pipeline: New application → Payment → In progress → Completed - Feedback.

5️⃣ Automatic creation and sending of invoices + payment verification.

6️⃣ Integration with Google Drive.

7️⃣ Configure auto-mailings: Welcome, checklist, reminders.

8️⃣ Set up email and notification templates.

9️⃣ Conduct a demonstration or provide instructions for the team

Proposals 8

Olesya M.

1 0

Projects -
Rating -
Rating 307

Budget: 17000 UAH Deadline: 7 days

Good afternoon!
My name is Olesya, https://olmonic.com.ua/
I am an official partner of the CRM OneBox integrator https://1b.app/ua/partner/olmonic/
I suggest considering CRM OneBox
According to your technical specifications, everything can be implemented on this system.
Write to me in private messages, I will demonstrate the system's capabilities, provide demo access for familiarization
Setup time - 7 days
Cost - 14,000

Svitlana Palagiv

0 0

Projects -
Rating -
Rating 386

Budget: 20000 UAH Deadline: 14 days

Hello!
This is exactly the type of task that my team and I work on regularly.
We set up CRM with full automation: from integration — to creating clients, deals, invoices, and auto-messages. We will help select the best options for your process.
Ready to take on the project "turnkey" or in separate stages — we will adapt to your pace.

Sergey Ponomarenko

26 0

Budget: 26789 UAH Deadline: 15 days

Greetings
implementation/configuration/support/training on GHL, Pipedrive, and others.
write in private messages, we will discuss your tasks in more detail

Oleksandra K.

3 0

Projects 3
Rating -
Rating 665

Budget: 17000 UAH Deadline: 14 days

Good day!
I have experience in implementing CRM and IR telephony for various companies, I have been involved in building sales departments and training managers on working with CRM
Ready to discuss your project privately 🙌

Iryna L.

32 0

Budget: 17000 UAH Deadline: 14 days

🤖 Automation through Salebot CRM | Full cycle | 17,000 UAH

Hello!
I offer complete automation of processes based on Telegram bot (Salebot) and internal Salebot CRM (SaleCRM) — without third-party platforms.

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📌 What is included in the work:

✅ Setting up Salebot CRM: client structure, deals, tasks

🔄 Integration of the bot → CRM (automatic creation of deals from Google Sheets or directly from the bot)

📊 Funnel: New application → Payment → In progress → Completed → Feedback

📬 Automatic invoice creation + Stripe integration

📂 Integration with Google Drive: client documents → into folders

🔔 Automatic messages and reminders in Telegram and email

📈 Simple reporting on leads, payments, conversions

📢 Request for feedback after deal completion

🎓 Instructions or video demonstration for the team

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🕐 Timeline: 14-20 days

💰 Budget: 17,000 UAH

📩 Ready to start — write to us, and we will tailor the system to your tasks.