Selection and implementation of a CRM system
112 USD We are interested in the selection and implementation of a CRM system according to our business needs. This specification details the functionality that needs to be implemented.
Please indicate the timelines and cost of project implementation.
Suggest an optimal CRM system for our business processes.
Integration:
Binotel Telephony
TurboSMS
Nova Poshta
Statements from Privat, Mono, PUMB.
Checkbox
Set up Checkbox integration for automatic fiscalization of payments considering the selected payment account and the corresponding individual entrepreneur.
Google Analytics, transfer of UTM tags
User Roles:
Manager
Supervisor
Sales Funnel: I will send the link in a private message.
Supplier Warehouses:
- Own warehouse (certain groups of goods are in our own warehouse)
- Drop (Shipping from the supplier under their or our waybill)
Delivery Methods (Nova Poshta):
To the "Nova Poshta" branch
Courier delivery "Nova Poshta"
Payment Methods:
Cash on delivery Nova Poshta
Payment by details
After the order is formed, the manager sends the payment details.
Cashless payment without VAT
After the order is formed, the manager sends the invoice for payment.
Online payment by bank card (WayForPay)
It is necessary to consider the commission for the acquiring payment system.
Online payment by card (plata by mono)
It is necessary to consider the commission for the acquiring payment system.
Installment purchase "MonoBank"
When funds are received in the account, it is necessary to consider the commission for the acquiring.
Installment payment "PrivatBank"
When funds are received in the account, it is necessary to consider the commission for the acquiring.
Credit from "Pay Later"
Set up the work so that it is clearly visible and understandable which individual entrepreneur and which account the funds were received.
Document Generation:
Documents are generated from different individual entrepreneurs, so it is necessary to set up the ability to select the individual entrepreneur (examples of documents will be sent):
Invoice
Expenditure invoice
Goods supply contract
Commercial offer
Warranty card and sales receipt (HTML code will be provided)
It is necessary to set up the ability to select the individual entrepreneur, their account to which the funds will be received, for which we will generate these documents, as well as the payer's data (individual or legal entity).
Import all orders from CRM Sales Drive to the new CRM (Product names, cost price, sales amount, contacts, order formation date, Nova Poshta waybill…).
It is necessary to set up automatic updating of the assortment from the website to the CRM (availability, prices, products…).
Sending orders via drop:
We need to automate the process of sending data to suppliers we work with about drops.
We received from the supplier a list of goods that were delivered on order or were in production.
How we see this process:
For these orders, we manually set the status to “Ready for shipment”, and thanks to the configured triggers, information is sent to the Telegram group with the data, an example screenshot is below (screenshot below).
We also need to create in the CRM the ability to specify another recipient, as the website functionality does not have such an option. Sometimes an order is placed by an individual who requests to change the recipient's details to another person or institution.
Working with leads.
Important: Set up work with finances, how much the business earns, what expenses and for what, mutual settlements with suppliers and other indicators… (we considered integration with Finmap).
How our drop process looks like:
For example: The order amount is 10,000 UAH.
We received a deposit of 1,000 UAH to our own account.
The supplier ships via drop in their name and receives payment on delivery.
On the sale of this item, we earn 2,000 UAH, and we have already received 1,000 UAH deposit to our own account.
It is necessary to set up accounting so that it is clear how much the supplier owes us, what amounts are left in which accounts, etc.).
We need to have financial accounting as simple and clear as possible.
Calculation of managers' salaries (this functionality may be present in the CRM, if not, then perhaps it can be implemented through third-party services, for example, Looker...)
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1 day112 USD
267 1 day112 USD
Almost everything is implemented in the BAS MB software. It will be necessary to additionally purchase the NP module. We are ready to implement your project. Details are in the correspondence.
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21 days602 USD
338 21 days602 USD
Good day!
Your request for the implementation of a CRM system looks like an ambitious and well-thought-out project! We are ready to help you realize all the described requirements, ensuring not only functionality but also convenience in operation.
My team and I have experience in CRM integration.
We will not only set up the system but also optimize your business processes to achieve maximum results.
We will analyze your business processes and propose the optimal CRM system that takes your needs into account.
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20 days602 USD
658 3 0 20 days602 USD
We offer the implementation of a project on the Odoo platform.
It is a modular online ERP system with numerous integrations.
Everything is ready and does not require further development!
We will show a demonstration!
CRM:
Sales funnels
Sales teams
Lead generation from websites
… Lead generation from external sources
Lead generation from social networks
Communication with the client via:
Ip telephony
Social networks
Email
Data import of 1000+ items
Integration with Google
Warehouse:
Product groups
Products
Adding multiple photos to the product card
Formation of warehouses
Notification about stock levels in warehouses
Integrations:
Nova Poshta
LiqPay
Accounting.
User access control.
A more accurate cost and project completion timeline will be provided after the full technical specification.
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1 day268 USD
307 1 0 1 day268 USD
Hello! You will completely cover the entire technical specification for CRM OneBox. I suggest considering the ready-made solution https://1b.app/ua/solution/onlinestores/. There is an opportunity to set up a personal account for the dropshipper that will not occupy a license. Please write to me privately, and I will conduct a demonstration of the system's capabilities. The implementation is carried out in 3 stages. More details on my website https://olmonic.com.ua/
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150 days602 USD
766 26 5 150 days602 USD
In the task, you mixed up cold and soft a bit. Overall, a vanbox will suit you as a comprehensive ERP + CRM solution. If you want to separate the ERP functions, our Ukrainian ones and KeyCRM will meet your needs. We can offer comprehensive setup with deep immersion into your processes. Contact us, we will hold online meetings and agree on the stages. Such a volume of work will be under a contract with a fixed technical specification that we will jointly develop with you. The budget is up to 150,000 UAH, and the timeline is up to 180 days for implementation.
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