Настройка отчетности в CRM - Hubspot

Set up a CRM for a dental clinic. Main tasks include collecting all requests (phone calls, messengers, Instagram, website requests, etc.) in one place. Create a funnel from the initial inquiry to the end of treatment. Considering that it is necessary to track the stages of treatment in the dental CRM and transfer them to the CRM for clients. Since some patients transition from the main treating doctor to treatment with other doctors, and sometimes treatment takes a long time, the main doctor may not be aware of this after it ends, and the client may not be scheduled further, as there is no communication between doctors regarding each client. I have detailed how I see this in the file. My solution may not be perfect and is subject to adjustment. Tasks: 1) Recommend the best CRM for our requirements 2) Connect all communication points to the CRM 3) Set up all stages of the funnel 4) Set up API between CRMs 5) Set up automation for task creation for administrators, etc. 6) Possibly, we will also implement automation for SMS and email distributions and other automations depending on the capabilities available (this will be decided during the process).

Task essence: The organization announces a competition to attract a specialized expert or agency for a one-time comprehensive setup of a TikTok Ads account from scratch. Employment is not provided. Brief scope of work: Technical integration, setup of conversion events and analytics. Basic analysis of the target audience and creation of the advertising campaign architecture. Launch of the first test campaigns according to the agreed media plan. Requirements and conditions: Collaboration exclusively based on a clear technical specification. Availability of a confirmed portfolio with similar corporate cases. In the response, please indicate the cost of the "turnkey" setup and provide links to the cases.

Transfer the lead database from keycrm to keepincrm and set up the integrators (telephony, Apex drive for Facebook advertising). There is a working system with KeyCRM, the task is to transfer the lead database to the already configured KeepinCRM system. We are ready to provide the entire database and respond as quickly as possible to your questions to close the work swiftly!

Need help launching an online programming and IT school for children and teenagers in Germany. We already have an offline programming school for children, experience conducting classes, the first online groups, and an understanding of the product. Now we need to properly package the online direction and prepare the technical foundation for scaling. The goal of the project is to create a working system for the online school, where parents can learn about courses, submit applications, enroll their child in a trial class, pay for education, and the school team can process applications, manage students, schedules, payments, and communication. Main goal of the project Create a working system for launching the online school, so that it can: attract applications through the website; enroll children in trial classes; manage online groups; accept payments; provide access to materials; scale the project in the future.What is already available an operating offline programming school for children; experience working with students; the first online groups; understanding of courses and directions; a domain for the project; a basic understanding of which platforms are being considered; a desire to launch the project professionally and scalably.Expected result As a result of the work, I want to receive: a ready website structure; configured or recommended LMS platform; connected Bitrix24 application forms; basic Bitrix24 CRM structure; a clear scheme of the online school's operation; course descriptions; recommendations for automation; if possible — a fully ready system for launching the first online advertising campaign.Important I need not just a performer who will "make the website," but a specialist who understands online education, sales funnels, CRM, automation, and can propose the right architecture for the project. The project should be done in such a way that it can be gradually scaled: first a few online groups, then dozens and hundreds of students. In the application, please indicate Please write: Do you have experience launching online schools or educational platforms? Which platforms do you recommend for such a project and why? Can you create the website, CRM, and LMS together or only a separate part? What stages of work do you propose? How much time will it approximately take to launch the MVP (minimum viable product)? Approximate cost of work. Examples of similar projects, if any.Budget The budget is negotiable. First, I want to understand the implementation options, timelines, and costs. A phased launch is possible: consultation and technical assignment; website / landing page; LMS platform; CRM; automation; preparation for advertising and sales.