Installation and setting of CRM
223 USD The task is to choose a CRM for transition from Bitrix24, to transfer data from Bitrix24 (leads, agreements, contacts, companies), to set up as much as possible according to the logic that was in Bitrix24, to review the logic taking into account the business processes and the possibilities of the new CRM, to train employees.Important for us functionality and capabilities CRM The main task for CRM now is to conduct B2B customers, register agreements, chat with them in wiber and telegram, shift leads and sales breakthrough agreements The ideal option for future scalability is the only customer base for both B2B and B2C.B2C customers come from marketplaces, websites, landings and social networks.That is, ideal in the future, all B2B and B2C customers are gathered on the basis of one CRM.Customer card with an advanced function as in Bitrix24.For example, in KeyCRM, the client’s card seems very primitive and without the possibility of castomization.Well-realised integration with the web chat and telegram
KeepinCRM, KeyCRM and Salesdrive
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Константин! Добрий день!
Напишіть список полей які мають відображатись в карті клієнта
ПІБ
Телефон
ЄДРПОУ
Посада у компанії
Структура компанії (щоб була можливість бачити де холдингова а де дочірні компанії)
Віджет "статистика з продажів" клієнта
Віджет "фінансові зобов'язання" клієнта
і тд
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Current freelance projects in the category Client Management & CRM
Consultation on CRM systems
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Launching an online programming and IT school for children: website, platform, CRM, and automation
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Need an expert in WhatsApp and Instagram to reduce account bans.
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Odessa