Selection and configuration of cloud CRM + API integration + forms and reports

Alexander, greetings!
I specialize in the implementation, configuration, and technical support of CRM systems for over 6 years, as well as performing integrations with websites and other services.

I have reviewed your task — I will be able to provide exact timelines after clarifying a few details about the project.

I guarantee quality execution and stable operation of the system.

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Hello.

The format of cloud CRM + a separate sync-layer for MakaPay is suitable. First, I will establish the structure of merchants, transactions, and statuses, after which I will set up daily imports, forms, and basic reports.

The approach is as follows:
1. selection of CRM according to your workflow (I suggest considering: KeyCRM, Zoho CRM, or Pipedrive)
2. data structure: merchant -> transactions -> statuses
3. daily import from MakaPay with logging and duplicate checking
4. online forms with validation, anti-spam, and auto-notifications
… 5. funnels, fields, filters, reports
6. providing a brief instruction on how to work

Before starting the work, I need to clarify:
- which CRM we will use as a base
- whether there is access to the MakaPay API
- whether a separate test environment is needed

I can start with the first stage and quickly assemble a working system.

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Hello! Your task requires not just setting up fields, but creating a robust architecture for working with financial data. I have experience integrating payment gateways and automating CRM systems.

My answers to your questions:

Choosing a CRM: For working with merchants and transactions, I recommend Pipedrive or Zoho CRM.

Pipedrive is the best for convenient sales funnels and quick team onboarding.

Zoho is suitable if deeper analytics and complex automations are needed at a reasonable price. Both have an open API, which is critical for MakaPay.
…
API experience: I regularly work with Python (Asyncio/Requests) for data synchronization. I will set up a reliable script on the server that will daily fetch transaction history, check for duplicates, and log each step.

Similar projects: I have implemented synchronization of bank statements with CRM for fintech startups and set up complex funnels for the B2B segment.

What will be included in the work: > * Analysis and selection of CRM tariff.

Creating the architecture of cards (Merchant -> Transactions).

Developing a connector script for MakaPay.

Setting up capture forms with validation and spam protection (Cloudflare Turnstile/reCAPTCHA).

Testing and final training of your team.

I am ready to discuss the details of the integration and propose an optimal scheme for storing transactions.

Best regards,
Victor

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Hello!

CRM integrations and API automation are my main stack.

For your task, I recommend HubSpot or Pipedrive:
— HubSpot: free start, powerful reports,
convenient lead capture forms with built-in spam protection
— Pipedrive: simpler interface, convenient for
daily work with merchants
…
The final choice will be made after clarifying the number
of users and the volume of transactions.

How I will implement integration with MakaPay:
→ Make.com or n8n — daily auto-import of transactions
→ Error handling + logging in Google Sheets
→ Automatic creation/updating of cards in CRM

What is included in the work:
→ Selection and setup of CRM for your funnel
→ Merchant cards, fields, statuses, reports
→ API integration with MakaPay (daily import)
→ Online forms with validation and auto-notifications
→ Instructions for working with the system

I have experience with Pipedrive, HubSpot, ActiveCampaign
and API integrations. Portfolio is in the profile.

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Hello.

I have extensive experience working with CRM, as well as their integrations with various platforms. If you are working with documentation, it might be better to use ERP instead of CRM. This could be Odoo or eSputnik.

We can communicate and discuss.
Best regards, Tetiana

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Hello!
I represent Devoxen - an IT outsourcing company.
We can help with the selection and setup of a CRM tailored to your needs:
- we will choose the right system for your process
- we will set up funnels, deals, and statuses
- we will connect necessary integrations (email, messengers, etc.)
- we will set up basic automation
- if necessary, we will transfer data
We configure CRM not formally, but for real work, so that it is convenient to use every day.
… We also provide a guarantee and remain in contact after implementation.
If this is suitable, we can discuss the details and offer the optimal option.

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Hello.

I am a NodeJS developer. I am ready to take it on. Write to me, we will discuss.

1. KeyCRM.
2. Yes.
3. I can send it in a private message.
4. 7-14 days.
5. We will discuss in more detail in a private message.

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Good day
My name is Dmitry, I represent the company King Kong Lab
We have reviewed the task, you have a clear and well-formulated request, it is important to choose the right architecture here, not just to implement a CRM
For the CRM, I would suggest considering HubSpot or Zoho depending on the budget and flexibility. HubSpot is convenient for working with leads, funnels, and automations, plus it has a good API and scales well. Zoho is more flexible and often more cost-effective for complex custom processes and data handling. We can also consider Kommo or Pipedrive if a simpler and quicker implementation is needed
We have experience with API integrations, including with payment systems and third-party services. We have implemented automatic data imports, error handling, logging, and synchronization with CRM
For your task, we can fully handle it turnkey
selection and implementation of CRM
designing the data structure for merchants and transactions
setting up funnels, fields, and workflow logic
… integration with MakaPay via API with daily imports, logging, and error handling
setting up lead capture forms with validation, spam protection, and auto-responses
setting up reports and a user-friendly interface for the team
In terms of timelines, the estimate is 2–4 weeks depending on the chosen CRM and the depth of customization
The work includes full turnkey implementation, testing, launch, and handover with explanation or a call
We can discuss the details and propose a specific architecture for your case before starting

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Good day. We at SDEV have been working with integrations, CRM systems, and process automation for a long time — and we do this not by template, but with an understanding of the client's business logic. Your project — selecting and configuring a cloud CRM, integration via API, forms, and reports — is exactly what we regularly implement for clients from various fields.

We will not just connect the CRM, but will help choose the optimal option for your needs, configure processes, data synchronization, create convenient forms, and automated reports. We have experience working with integrations in Python and Node.js, and we clearly understand how a stable API connection should work.

SDEV is a team that does not just fulfill orders, but is responsible for the result. We have already implemented dozens of turnkey projects, including complex automation systems for the beauty industry, logistics, and appointment services. We provide support for all projects after delivery.

We are ready to take on your project right now, clearly explain each stage, and do everything with quality, without unnecessary friction.

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