Connecting the Equatorial Terminal Private Bank

I'm looking for a attentive and systematic assistant to manage the client database of a small coffee business. I need help organizing a simple and clear client accounting system. At the initial stage, this could be a well-set-up Google Sheet, Notion, or an inexpensive CRM. I will consider your suggestions for the most convenient and budget-friendly solution. What needs to be considered for each client: name and contact details; source of inquiry, such as advertising, Instagram, recommendation; date of first contact; what the client purchased; which types and flavor profiles of coffee they liked; method of coffee preparation; history and approximate frequency of orders; date of next contact; comments and important details of correspondence. I'm primarily looking for a reasonable and economical solution for a small business, so expensive and complex CRMs are not being considered at this stage. At the first stage, the main focus is on systematizing information and reminders. Later, we can discuss the independent sending of agreed messages to clients.

Hello everyone I need to set up AI (your choice) for the automatic posting of comments I have prepared in the groups on FB that I belong to. Set the frequency and publish one of the comment options. Please also suggest a price

It is necessary to configure the CRM system according to the company's business processes: import the contact database from Excel, set up sales funnels, lead and deal cards, statuses, automation, analytics, reporting, user access rights, and other necessary functions for the full operation of the company.

TECHNICAL TASKImplementation and Integration of BAS Accounting + BAS Trade Management with Websites and Services1. General Information It is necessary to combine and configure the joint operation of the BAS Accounting and BAS Trade Management systems, as well as connect 3 websites to the BAS with correct data synchronization.2. Project Tasks2.1. BAS Integration Combine BAS Accounting with BAS Trade Management Set up correct data exchange between the systems Ensure a unified logic for accounting sales, inventory, and finances2.2. Website Connection Connect 3 websites to the BAS: Website on WordPress Website on OpenCart Website on the Khoroshop platform Integration functionality: transfer orders from websites to the BAS synchronize order statuses account for payments synchronize customers (optional) synchronize products and prices2.3. Inventory Accounting Currently, there is 1 general warehouse in the BAS It is necessary to divide it into 3 separate warehouses Set up: correct accounting of balances linking orders from websites to the corresponding warehouses write-off of goods from the warehouse during sales2.4. Service Connection Checkbox: fiscalization of sales transfer of receipts correct operation with the BAS Nova Poshta (NP): creation of TTH from the BAS transfer of order data synchronize delivery statuses

It is necessary to set up a connection for vapi.ai through make.com to the site on prom.ua. The bot should inquire about the price, availability, and description of the product on the site.