Looking for a specialist with experience in setting up SendPulse CRM for a one-time project work.
The project is aimed at a specialist who knows the capabilities of SendPulse CRM well and can offer simple solutions without unnecessary complications.
About the project
Tourist company.
It is necessary to set up a simple CRM for the sales department.
This is not a full-fledged ERP/CRM system, but only the first part of the sales funnel — from lead acquisition to its transfer for tour processing.
After the sale, further customer support is carried out in another system.
Therefore, the project is as simple as possible.
What needs to be done
1. Set up CRM
Create two funnels:
- New clients;
- Regular clients (copy of the first).
The main work is done with the first funnel.
2. Set up sales stages
It is necessary to create deal stages according to the prepared technical specifications.
The logic of the funnel is already fully described.
3. Set up deal card
Create necessary deal fields, including:
- lead priority (🔥 hot / 🟡 warm) displayed directly on the deal card, so the manager can see it without opening the deal;
- lead source;
- country;
- direction;
- travel dates;
- budget;
- link to Telegram;
- last contact summary;
- next contact plan;
- link to tour presentation;
- other fields according to the technical specifications.
4. Prepare CRM for integration with Telegram bot
Integration is not needed.
It is necessary to prepare the CRM structure so that the second developer can connect the Telegram bot.
This means it is necessary to anticipate in advance:
- fields for data transfer from Telegram;
- stage of new lead acquisition;
- fields for the link to the correspondence;
- lead type field;
- lead source.
5. Set up manager tasks
It is necessary to implement using standard SendPulse tools:
- task creation;
- control of overdue tasks;
- task performance control;
- reminders for the manager.
6. Set up analytics
Use standard SendPulse analytics.
There should be an ability to see:
- the number of all new leads;
- deals by stages;
- overdue tasks;
- conversion between stages;
- manager performance.
7. Check SendPulse capabilities
It is also necessary to check and, if possible with standard SendPulse tools, implement:
- automatic recording of transitions between stages;
- deal action history;
- convenient organization of comments;
- other features that will improve manager performance.
If any function is impossible without programming, it is necessary to report this and suggest the optimal implementation option.
8. Project handover
After completion, it is necessary to:
- check the CRM operation;
- show the main settings;
- explain how to independently change stages, fields, and users.
Important
The project is as simple as possible.
Not required:
- telephony;
- integration with email;
- contracts;
- invoices;
- accounting;
- tour operators;
- API integrations;
- complex automations;
- BI and complex reports.
Most processes will be performed by managers manually.
Requirements
- Experience in setting up SendPulse CRM.
- Availability of examples of similar projects is desirable.
Deadline
1–2 working days.
Please indicate in your response
- confirmation of the cost of work;
- completion time;
- experience working with SendPulse CRM;
- examples of completed projects (if any).