It is necessary to refine the functionality of the SMS module in the CRM Pipe Drive, namely:
1. Currently, it pulls the phone number by default from the contact (phone in contacts - a system field). It is also necessary to add pulling the phone number from the organization field. That is, leave it as it is from the contact and also add the phone number from the organization. But in the organization, unlike the contact, the phone number is not a system field, but a custom one. Currently, customers have 2 phone number fields in the organization, these 2 fields need to be used in the module.
2. API keys of fields in the organization - have the ability to add multiple:
Phone Number - XXX1
Phone Number 2 - XXX2
3. Make it possible to choose between SMS or Viber messages, with SMS being the default option.
4. Enable manual input of the number, not just what is pulled from the card.
5. Enable the selection of templates and adding templates to the CRM.
It can be done approximately like this:
Currently, this is how the module looks in the CRM:
Budget: 20000 UAH Deadline: 1 day
Good day!
I am ready to help you with the refinement of the SMS module functionality in the CRM Pipe Drive. I look forward to discussing all the details and starting work!
Budget: 16000 UAH Deadline: 1 day
Good day,
I am ready to take on your project to improve the functionality of the SMS module in the CRM Pipe Drive. I will implement pulling the phone number from the organization field, adding the ability to use multiple API keys for phone numbers, choosing between SMS and Viber messages, manual number input, selecting templates, and entering them into the CRM.
My rate is $16 per hour. I am ready to familiarize myself with the project details to start working.
Sincerely,
Maxim
