Setting up CRM in the company
The company is engaged in home-based work.
Currently, we are using CRM Remonline, but it is not fully integrated into the workflow.
1. If possible, suggest an alternative to Remonline (if there is a better solution)
2. CRM setup, connecting integrations with advertising tools for accurate lead cost accounting
3. Setting up a general company warehouse, as well as individual warehouses for each employee
4. Setting up accounting and accurate reporting with the calculation of bonuses for employees
5. Connecting messengers (personal numbers) as well as an agent in the conversations
6. Setting up the transfer of leads for which there was a refusal to a separate bot
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842 2 0 Vladislav, good evening!
My name is Rostislav, from the Develin Core team. We have been implementing CRM/ERP systems since 2019 and helping companies in the service, logistics, and manufacturing sectors structure their processes - from applications and warehouses to accounting and analytics.
We have experience working with Odoo, KeyCRM, OneBox, Zoho CRM, Pipedrive, KeepinCRM. In various projects, we have implemented warehouse accounting with multiple locations, accounting, bonuses, integrations with messengers, advertising (Meta, Google), as well as connections with bots for working with leads.
Among the relevant cases:
1. https://freelancehunt.com/showcase/work/vprovadzhennya-monday-crm-dlya-naukovo-virobnichoyi-kompaniyi/1923920.html
…
Manufacturing and distribution company: set up several warehouses, automation, notifications, and action logs.
2. https://freelancehunt.com/showcase/work/vprovadzhennya-onebox-mvp-dlya-logistichnoyi-kompaniyi/1810249.html
CRM for a service company with application accounting, document templates, access, and analytics.
3. https://freelancehunt.com/showcase/work/vprovadzhennya-odoo-erp-dlya-provaydera-telekomunikatsiynih/1897850.html
Field technical work, CRM on Odoo with modules Fleet, Inventory, Accounting, Reports.
We can offer an optimal alternative to RemOnline - we most often use Odoo for such tasks.
After a brief audit, we will be able to prepare a comparative table of systems and a cost estimate for implementation.
Approximately, the complete turnkey implementation will take from 40 to 60 hours, with a budget of $1000–1500 depending on the chosen solution.
We are ready to discuss the details and offer an option with the best "convenience/functionality" ratio.
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169 Hello, Vladislav!
I propose a solution based on the CRM Creatio - a no-code platform that can be deployed as a full-fledged ERP for field services.
I suggest Creatio specifically because it will allow you to:
- keep track of outings, payments, and inventory (including personal inventories of employees);
- automatically calculate the cost of leads and employee KPIs;
- integrate telephony, messengers, advertising sources, and Telegram bots.
… Unlike RemOnline, the system is fully customizable - the logic, reports, finances, and analytics are tailored specifically to your request.
Message me privately - we will collaborate!
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