CRM setup

Budget: 27000 UAH Deadline: 30 days

Good day, Nikita! Regarding the profile — CRM setup and integrations (telephony, messengers, Instagram, website requests into one window) + building funnels. Dentistry with treatment stages and patient transfers between doctors — the logic is clear: custom treatment stages + rights + auto-notifications, so the patient doesn't get lost between doctors and is scheduled on time.

First, I will review your description file, then I will objectively recommend a CRM that fits your requirements and budget (Pipedrive / KeyCRM / Creatio, etc.) — without lobbying for a single platform. Next: connecting all channels → inquiry→treatment→control → tasks for administrators and doctors → scenario checks and documentation.

I will keep the price within your budget; I will provide the exact figure and timeline after reviewing your file, so you pay for a clear scope. I am ready to discuss the details.

Budget: 25000 UAH Deadline: 30 days

Good afternoon! I consolidated various sources of applications — telephony, Instagram, website, messengers — into one CRM and set up data transfer between systems via API. Your case with two CRMs and treatment stages is exactly about this. I have a file with a description ready to analyze and indicate where the scheme works and where it might hit practical issues. One point will immediately determine the entire architecture: do you want to pull everything into one common CRM, or does the dental clinic keep its own medical CRM while we build a bridge between it and the client CRM? I will provide a more accurate estimate after reviewing the file.

Budget: 12000 UAH Deadline: 5 days

Hello! For the clinic/dentistry CRM, it is worth setting up from the patient registration process, rather than just from a list of fields. I would start with a brief map: source of inquiry, initial registration, patient statuses, reminders, follow-up visits, administrator tasks, and basic reports.

I can help with setting up the CRM structure: funnel/stages, client card, mandatory fields, tasks, reminders, roles, basic automations, and checks to make it convenient for the administrator to work daily.

I work with CRM logic, business processes, and automations, so I can not only set up the office but also propose a simple scheme that will reduce manual work and loss of applications.

Budget: 27000 UAH Deadline: 31 days

Let's make it beautiful for $2000.
We work in stages through FOP.
More details during an online meeting.

Budget: 22222 UAH Deadline: 22 days

Good day.

I will do it turnkey.

Please take a look at the examples
https://freelancehunt.com/showcase/work/crm-avtomatizatsiya-prodazh-proektirovanie-razrabotka-vnedrenie/2026068.html

https://freelancehunt.com/showcase/work/razrabotka-gibkih-moduley-crm-dlya-priyoma/2026075.html

Tasks
https://freelancehunt.com/showcase/work/crm-razdel-zavdannya-vizualizatsiya/2035422.html

There is also a lot more: Chats, Service integrations, etc.
I can show what I have, how it works, and how to adapt it to your tasks. Expand

Budget: 18000 UAH Deadline: 14 days

Hello, Nikita! I have analyzed your description and plan regarding KeyCRM. Many specialists can set up funnels and connect messengers at a basic level, but the main risk of your case (losing patients between treatment stages) lies in point 4 — integration via API of two different systems (medical CRM and client). I specialize in backend development, creating REST APIs (based on C# and ASP.NET Core), and designing complex databases. What I propose: Instead of trying to "glue" two systems together with standard, unstable connectors (as is often done through Make or Zapier), I will develop a reliable API bridge (microservice) that will: Continuously monitor treatment statuses in your specialized dental CRM. Automatically and without delays transfer this data to KeyCRM. Generate accurate tasks for administrators (for example, "The patient has completed a stage with the chief physician, need to schedule with the therapist"). My experience: I have practical experience in creating ecosystems with instant data synchronization between different platforms and clients through custom API solutions. Such architecture will allow the clinic to operate smoothly and easily add new tools in the future. Regarding the overall setup: KeyCRM is a good choice for aggregating messages, but I suggest implementing a reliable connection with the medical part at the level of full-fledged code (ASP.NET Core Web API) so that the processes work like clockwork. Estimated cost: 18,000 UAH. Deadline: 14 days (including design, writing the API bridge, testing patient transition scenarios, and final launch). I am ready to familiarize myself with the API of your dental system and discuss the architecture of the solution in private messages!

Budget: 27000 UAH Deadline: 40 days

Hello!

We have carefully reviewed the project description and implementation plan.

We have over 14 years of experience in developing and implementing CRM systems, automating business processes, and integrating various services. During this time, we have completed hundreds of projects of varying complexity—from setting up CRM "turnkey" to developing custom CRM solutions and complex integrations with external systems.

Your project does not look like a typical CRM setup, but rather a full-fledged CRM implementation with multiple funnels, process automation, integration of various communication channels, and subsequent analytics.

We paid special attention to the integration with the dental CRM. This stage has the greatest impact on the timeline and cost of the project. To make an accurate assessment, we would like to clarify a few questions:

• What dental CRM is being used?
• Does it have an API or another integration option?
• What specific data needs to be synchronized between the systems?
• Is bidirectional data exchange required, or is it sufficient to transfer information in only one direction?

After clarifying these details, we will be able to propose the optimal implementation option, provide an exact cost, and timeline for completion. Expand

Budget: 27000 UAH Deadline: 45 days

Good day!

I have reviewed your project description and the CRM implementation plan. The document describes the necessary logic of the clinic in great detail, so it is already possible to assess the scope of work and propose an optimal solution.

I have experience in CRM implementation, integrating various services via API, automating business processes, and setting up sales funnels.

I propose to implement the project in stages:

✔️ Setting up KeyCRM according to your structure.
✔️ Creating all funnels, statuses, custom fields, tags, and user roles.
✔️ Connecting all communication channels (Instagram, Telegram, Viber, Binotel, website, Facebook Messenger, Email).
✔️ Integrating with the dental CRM via API for transferring treatment statuses and monitoring patients.
✔️ Setting up automatic task creation for administrators at each stage of treatment.
✔️ Automating the monitoring of patients who have not scheduled the next stage or have completed treatment.
✔️ Setting up reports and KPIs for the manager.
✔️ Testing, launching the system, and training employees.

If needed, in the next stage, SMS, Email, or messenger broadcasts can be implemented, as well as additional automations.

Estimated completion time: 4–5 weeks.

Estimated cost: 65,000 UAH

After reviewing the API of the dental CRM, I will be able to confirm the final budget or propose the optimal option for implementing the integration.

I would be happy to discuss the project details and answer any questions. Expand

Budget: 7000 UAH Deadline: 7 days

Hello!

I am interested in your project because it is important not just to set up a CRM, but to build a unified system that will prevent losing patients during long treatment stages and automate interaction between administrators and doctors.

I have already implemented similar tasks for building CRM ecosystems: I analyzed processes, selected CRM according to business requirements, configured sales funnels, automated application collection, integrations through Make.com and API, and created analytical dashboards. In one of the projects, I managed to consolidate all lead sources into a single CRM, reduce response processing time from 18 hours to less than 1 hour, and fully automate the customer journey through the funnel.

For your task, I would suggest starting with a process audit and selecting a CRM that truly fits the medical scenario (if a specialized dental CRM does not cover all tasks, we can consider Zoho CRM or Pipedrive with the necessary integrations). Then, connect telephony, website, Instagram, messengers, set up treatment stages, automatic tasks for administrators, API integrations, and, if necessary, automatic SMS and email communications.

I would also like to review the file where you detailed your vision of the process. I believe that after analysis, I can propose a more effective automation architecture and suggest which aspects can be simplified without losing functionality.

I would be happy to discuss the project details. Expand

Budget: 1234 UAH Deadline: 123 days

Nikita, good evening!

My name is Rostislav, from the Develin Core team.

We reviewed your task and the attached file. The main goals are clear, and KeyCRM could be a good option for addressing them.

We have already successfully integrated KeyCRM with a specialized dental system (Cliniccards) for the medical center Urology Practice. We know from experience how to set up patient journey control so that no patient gets stuck between doctors. Details: https://freelancehunt.com/showcase/work/keycrm-dlya-urologichnoyi-kliniki/2048806.html

Also, unlike narrow specialists, we work with Odoo, Zoho, Creatio, KeyCRM, Pipedrive, and other systems. We are among the TOP-30 CRM integrators in Ukraine 2026 (Ringostat rating). We usually select a system based on your budget and specifications objectively, rather than lobbying for a single platform.

The price and deadlines in the bid are approximate. To avoid making a guess, we will take your materials and process descriptions for internal technical analysis. We need 1-2 days to calculate the optimal direction and vision for the project.

Please click the "Message" button below. Let's move to personal messages so we can establish contact, and after the analysis, we will get back to you with a ready, reasoned vision and budget options.

Have a peaceful day! Expand

Budget: 20000 UAH Deadline: 10 days

Hello!

I have reviewed your description. In my opinion, it would be more effective in your case not to adapt processes to an existing CRM, but to develop a system specifically tailored to your workflow.

I specialize in automating business processes and creating CRMs from scratch based on the client's needs: funnels, automations, tasks, integrations with telephony, messengers, websites, and other services. I have also worked with KeyCRM, so I can offer both its setup and an alternative solution if it better fits your requirements. Ideally, it would be best to create a single CRM for your dental practice.

I can provide cost and timeline estimates after discussing the details. If you're interested, please message me privately, and we can discuss the details and I will suggest the optimal option.

Budget: 27000 UAH Deadline: 31 days

Good day, Nikita.

KeyCRM is the right choice: native integrations with Instagram, Telegram, Binotel, and website forms cover all channels, and the three funnels from your plan fit into the system without unnecessary workarounds.
The critical point is the API bridge to the dental CRM, where patients currently fall between stages.

Each inquiry will automatically create a card with a source tag and a task for the administrator.
Funnels and automations will be set up according to your plan, with adjustments only where the process can be simplified.

The API connection will work as follows: the dental CRM transmits the treatment status, and KeyCRM creates a task for the administrator when a patient has no subsequent appointment for more than N days.
Experience with Binotel integration and webhooks will ensure stability.

What will be included:

• A single window for requests from Instagram, Telegram, Viber, and the website
• Creation of client cards with essential fields
• Basic user instruction for administrators
• Full functionality of 3 funnels (Inquiry → Consultation → Treatment)
• Binotel integration and automatic task creation for missed calls
• A system of automatic reminders and deadlines for administrators
• Configuration of the API connection between the dental CRM and KeyCRM
• Comprehensive staff training and KPI report setup for the owner

Additional options:

• Automation of SMS and Email newsletters (appointment confirmation, follow-up after treatment)
• In-depth conversion analytics for each traffic source (UTM)
• Creation of a system for automatic collection of reviews on Google after treatment completion
• Regular audits of administrator performance and funnel adjustments to business processes. Expand

Budget: 27000 UAH Deadline: 28 days

Good afternoon.

From your description and the file, it is clear that the task is not just to "set up CRM," but to build a proper process for dentistry: requests from Instagram/Telegram/Viber/Binotel/website/Facebook, 3 funnels, tasks for administrators, patient control between doctors, treatment/support statuses, and reports for the manager.

I have extensive experience in CRM/ERP, API integrations, and business process automation, including setups where it is necessary not just to create fields, but to ensure that the client is not lost between channels, departments, and stages of work.

I am indicating the rate for the first work stage: audit of accesses/services, final implementation scheme, basic setup of CRM structure, and launch of key automations that can be confirmed by accesses. It is better to finalize the full budget for all integrations and test launches after checking the API KeyCRM, Binotel, website, Meta/Instagram/Facebook, and dental CRM.

Budget: 20000 UAH Deadline: 5 days

Hello. I can offer you the implementation of all points turnkey when creating a custom CRM according to your request, which will free you from monthly subscription fees and allow you to customize everything to your needs. I guarantee quality and promptness.

Message me privately, and we will discuss the details! 😇

Budget: 8000 UAH Deadline: 7 days

I have over 5 years of experience in setting up CRM systems, particularly for medical institutions. I have already worked on projects where I integrated various communication channels, allowing all requests to be gathered in one place, and I also set up funnels for effective monitoring of treatment processes. I propose to conduct a detailed analysis of your requirements and choose the most suitable CRM, as well as ensure the automation of tasks and communications between doctors. Let's create a system together that will significantly enhance the efficiency of your dental practice.