1. It is necessary to carry out a full transition from KeyCRM to SalesDrive while maintaining the logic of business operations, automations, and integrations.
The project is executed turnkey: from data transfer to the launch and testing of all processes.
We are looking for a performer with experience in similar tasks!
2. Current situation
• Currently using KeyCRM
• CRM is actively used for:
• product catalog
• inventory accounting
• order processing
• integrations with delivery and payments
• Number of products: up to 500 SKUs
• Working with Nova Poshta
• There are automations for status changes, inventory write-offs, customer notifications
3. Project goal
To transition to SalesDrive without data loss and with full preservation of:
• product catalog
• stock balances
• order logic
• automations
• integrations
After completion — the CRM must be fully ready for operation.
4. Mandatory tasks
4.1 Data transfer
• Transfer of product catalog (up to 500 items):
• name
• article
• price
• balances
• options
• Transfer of clients
4.2 Warehouse setup
• Creation of warehouses
• Correct accounting of balances
• Automatic write-off of products when:
• order status changes
• Product return to warehouse upon cancellation / return
4.3 Integration with Nova Poshta
• Creation of TTH from CRM
• Auto-filling of client data
• Receiving delivery statuses
• Linking NP statuses ↔ order statuses in CRM
4.4 Order automation
Set up automatic logic:
• order status changes
• product write-offs
• product returns
• automatic actions when:
• new order
• paid
• shipped
• delivered
• canceled
4.5 Notifications and mailings
• SMS / messengers / email
• Automatic notifications to the client:
• order confirmation
• shipping
• delivery
4.6 Payments
Connection and setup:
• online payments
• correct status changes of orders upon payment
4.7 Fiscalization
• Connection of fiscalization (RRO / PRRO)
• Correct issuance of receipts
• Linking payment → fiscalization → order status
5. Testing
The performer is obliged to:
• test all order scenarios
• check inventory write-offs
• check payment and fiscalization
• check the operation of Nova Poshta
• show a demo of the CRM operation
6. Training
• Brief instructions:
• how to work with orders
• how to create TTH
• how to manage the warehouse
7. Requirements for the performer
Mandatory:
• experience working with SalesDrive
• experience in migrations from other CRMs
• understanding of inventory accounting
• experience integrating Nova Poshta
• experience in setting up payments and fiscalization
8. Work format
• Fixed price or phased payment
• Deadlines: specify realistic ones
