Commmo CRM Setup
235 USD Currently connected are Instagram, WhatsApp, and Facebook. A funnel has been designed, client fields have been created, and the following needs to be done:
When a client moves to "Unsorted" - at the moment when the operator drags it to "Closed Reservation"
The internal interface requested to select:
- Type of service (Rental, Shooting, Editing, Rental + Shooting, Rental + Editing, Rental + Shooting + Editing)
- Start and end date and time of the shoot
- Prepayment amount
After the user selects the correct answers (from the list of options) - all this is entered into the client's fields.
+ Immediately transferred to Google Calendar
(Name, phone number, type of service, date and time, prepayment availability)
——
After the project is completed - a reminder to issue a receipt.
+ Enter payment details:
How much for each service separately
(How much the rental cost, how much for shooting, how much for editing)
+ Payment method (Cash, General invoice, Payment to Tom, Payment to Kot)
—-
Automatic income accounting:
How much money is currently from rentals, shooting, editing
+ Monthly report in Telegram chat (on the first day of each month).
(Hours worked, money earned for each service)
—-
Reminder in Telegram group every evening about upcoming shoots for the next day.
—-
+ Further settings.
Important: person with experience in setting up Cammo and ready-made cases
Client's review of cooperation with freelancer
Commmo CRM SetupEverything is fine, we continue working
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4 days450 USD
2623 26 0 1 4 days450 USDGreetings
implementation/configuration/support/training on communication and others.
write in private messages, we will discuss your tasks in more detail
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5 days300 USD
4150 8 0 1 5 days300 USDGood day.
Our team has many years of experience in developing ERP, CRM, CMS, and specialized business software. We create effective digital solutions that help automate processes, increase productivity, and scale companies.
We work with modern technologies — from bots and scripts to AI agents and analytical systems. Our portfolio includes implemented ERP solutions for the hotel business, as well as our own product XFitness — an ERP system created specifically for fitness clubs.
We are ready to implement your project and offer the best solution tailored to your needs.
We specialize in the following areas:
- ERP System Development
- CRM System Development
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7 days399 USD
421 7 days399 USDI’m experienced in setting up and automating CRM systems like Commmo and can confidently assist in implementing the features you've outlined.
Here's how I will help:
Configure automation for dragging a client from "Unsorted" to "Closed Reservation":
Prompt operator to input:
• Type of service
• Start/end date & time
• Prepayment amount
…
Automatically populate this data into the client's custom fields.
Google Calendar Integration:
Auto-create an event with client info (name, phone, service type, prepayment).
After Project Completion:
Reminder for issuing a receipt
Capture detailed breakdown: rental, shooting, editing + payment method.
Financial Automation:
Real-time income tracking by service category
Monthly income + hours report sent to Telegram chat.
Daily Shoot Reminder:
Automatic Telegram notification about next-day shoots.
Future-proof setup with scalable automation and clean documentation for future changes.
Experience:
Proven experience with Commmo CRM and similar CRMs (AmoCRM, Bitrix24, HubSpot).
Telegram and Google Calendar API integrations.
Automation tools: Make, Zapier, and custom webhook setups.
Real estate, production, and service industry use cases.
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