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

Budget: 25000 UAH Deadline: 1 day

✋ Hello! We are the IT company dZENcode.

We can select and implement a cloud CRM for this task.

Which CRM would you like to consider first?
Do you already have access to the MakaPay API and the current forms?

You can find detailed information about our services and rates on our website: Freelancehunt
Take a look – we will discuss the details of the work further, write when you are ready.

The final cost is determined only after clarifying the scope and requirements.

___________________
Best regards,
Manager of dZENcode

Our strengths:
💎 10+ years providing IT services: Outsourcing, Outstaffing
🔥 90+ in-house specialists
🚀 Projects "from scratch" and support
⚙️ SLA and post-production support
✅ Contract with the company, guaranteed results!
🔥 250+ public reviews since 2015. Expand

Budget: 27000 UAH Deadline: 14 days

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 Expand

Budget: 27000 UAH Deadline: 18 days

Hello! I am the project manager of Business Atlas. We specialize in creating ecosystems where CRM is not just a contact database, but a center for managing transactions. My experience includes working with HubSpot, Pipedrive, Kommo (amoCRM), and Zoho. Our architectural solutions in n8n are used for complex API integrations, similar to your request with MakaPay. My answers to your questions:
1. Which CRM would I recommend? For working with merchants and transactions, I recommend Pipedrive or HubSpot:
• Pipedrive: Best for clear sales funnels and custom fields. It has a very flexible API, which is ideal for linking transaction history to the merchant card.
• HubSpot: If a powerful free base is needed at the start and in-depth marketing analytics.
• Why not Bitrix? For working with APIs and light automations, Pipedrive/HubSpot are significantly faster to deploy and more convenient for managers.
2. Experience with API integrations: Yes, this is our main profile. We build custom scenarios on n8n or Make. For MakaPay, we will set up a daily request to /payment-history, process the JSON response, and automatically distribute data across merchant cards in the CRM with error logging in Google Sheets or a Telegram bot for the admin.
3. Similar projects: We have implemented over 50 systems, including automation of fintech payments, where data from bank statements or payment gateways was synchronized hourly with deals in the CRM for calculating commissions and ROI.
4. Assessment of timelines and costs:
• Cost: $1,200 – $1,800 (selection, setup of CRM + development of API connector for MakaPay + forms).
• Timelines: 14–18 working days.
5. What is included in the work:
• Analysis of your business processes and final selection of CRM.
• Setup of custom field cards and automatic funnels.
• Development of integration with MakaPay: daily import, data validation, handling duplicates.
• Creation of lead event forms with spam protection and auto-notifications.
• Final training and instructions for the team.
Message me privately — we will discuss the details that are critically important to see in the CRM, and I will prepare a detailed data flow diagram for you. Expand

Budget: 25000 UAH Deadline: 7 days

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.

Budget: 24750 UAH Deadline: 12 days

For your tasks, HubSpot CRM will fit well (the free plan covers everything listed). Custom fields, funnels, forms with anti-spam, reports - I will set everything up through the API. For MakaPay, I will write a Python service: daily pull of transactions via cron, mapping to merchant cards in HubSpot, logging, alerts in case of failures. I will create lead forms with validation, auto-response, and webhook notification to the manager. Question: do you already have the MakaPay API key or will it need to be obtained?

Budget: 25000 UAH Deadline: 1 day

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.

Budget: 24000 UAH Deadline: 7 days

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. Expand

Budget: 25000 UAH Deadline: 7 days

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. Expand

Budget: 25000 UAH Deadline: 15 days

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

Budget: 25000 UAH Deadline: 1 day

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. Expand

Budget: 25000 UAH Deadline: 10 days

Oleksandr, here we need not just a CRM, but a system that will actually work with merchants and transactions without manual routine. I would suggest Zoho or HubSpot — depending on the required flexibility and budget, and initially, I would quickly compare them with your process.

I have experience in API integrations, automations, and building CRM/business dashboards: I will set up daily imports from MakaPay, error logging, storage structure, forms, funnels, fields, reports, and anti-spam/notifications.

Separately, I will provide a brief instruction and deliver the solution in a way that the team can start working immediately.

Budget: 27000 UAH Deadline: 20 days

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 Expand

Budget: 25000 UAH Deadline: 14 days

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.