Reconfiguration of keycrm to current needs

Budget: 9999 UAH Deadline: 2 days

Hi, I worked on CRM integration for a business, where I set up statuses, auto-tasks, and analytics with 150+ leads and 20 managers. How do you envision the perfect notification process for managers? ☎️

I suggest getting in touch, I will provide free technical consultation and we will develop a development plan + I will tell you about my team!

Budget: 10000 UAH Deadline: 10 days

Hello, I have cases of setting up KEY CRM in the following niches:
- clothing brand (Instagram, own website, Prom, Rozetka, Etsy, Shopify)
- auto accessories store (Instagram, website)
- children's clothing store (Instagram, website)
- children's camp (Instagram)
In all projects, turnkey setup was done - from registration to building sales funnels, setting up trigger automations.
Initial rate is 10,000 UAH, but I need a more detailed technical task from you, so you can contact me to discuss the details.

Budget: 10000 UAH Deadline: 10 days

Good day! I offer my services for CRM setup.
I can configure KeyCRM according to your technical requirements. But it's better to meet and discuss the details, maybe another CRM would suit you better for further automation improvements and adding other business departments.
When is convenient for you to have an online meeting?

Budget: 10000 UAH Deadline: 5 days

Hello!

I specialize in implementing CRM systems and automating business processes. I have reviewed your technical task and am ready to execute the project within a budget of 10,000 UAH.

🔧 What will be implemented:

1. Lead status setup
– Creating a full sales funnel: "New", "Priority", "Contacted", "Negotiations", "Deal", "Refusal"
– Linking statuses to corresponding triggers and automations.

2. Auto-tasks and reminders
– Creating templates for auto-tasks (e.g., "Call", "Prepare proposal")
– Setting up reminders for overdue tasks
– Using checklists and @-mentions in tasks.

3. Automatic messages to clients
– Configuring email/SMS sending upon status change
– Separating logic for Ukrainian and European clients
– Integration with email services or SMS gateways (if needed).

4. Messenger integration
– Telegram, Viber — official account or bot connection
– For WhatsApp — integration via third-party service or dialog link
– Setting up channels in KeyCRM through redtime.pro.

5. Custom fields in lead card
– Adding all necessary fields: contact person, source, manager, interest, conversation duration, etc.
– Convenient grouping and structure in CRM UI.

6. Analytical dashboards
– Manager dashboard: conversion rate, number of leads, deals, refusals
– Sales manager dashboard: activity, responses, calls, communication statistics
– ROI analytics by channels.

7. Metrics for manual entry
– Fields: call duration, number of contacts, conversion rate
– Instructions for managers on filling out
– Verification of entries for reporting.

📅 Implementation timeframe:
5–7 working days from the moment of access to the KeyCRM account.

💬 Collaboration format:
– Communication via Telegram or email
– Access through a temporary user or technical account
– Project completion — after client verification according to the checklist.

🧾 Documentation:
Upon completion — I will provide user instructions: for managers and CRM administrators.

Ready to start very soon. I am happy to answer any clarifications. Expand