Connecting CRM system Planfix.ua

Comprehensive setup of KeyCRM for the construction company TERZI We are looking for an experienced specialist or team for the full setup and implementation of KeyCRM in the construction company TERZI. KeyCRM is already in use. It is necessary to conduct an audit of the current settings, correct errors, and maximize the available capabilities of the CRM.Main task Set up the complete customer journey: advertisement → application → processing → measurement → estimate → contract → advance payment → work execution → act → final payment → repeat sale.What needs to be set up audit of the existing KeyCRM; cleaning duplicates, unnecessary fields, and incorrect statuses; sales funnel; measurement funnel; working with orders and objects; automatic data transfer between stages; mandatory fields; automatic tasks, notifications, and overdue control; distribution of leads among managers; control of the speed of the first response; automatic follow-ups; document creation; control of contracts, advances, and final payments; reports for the manager; roles and access rights of employees; team training and video instructions.Integrations It is necessary to connect and test: the main website of TERZI; four advertising landing pages; application forms and quizzes; Meta Lead Ads; Facebook; Instagram; Google Ads; OLX; Telegram; Viber; WhatsApp; email; Google Calendar; Google Drive; Ringostat or Binotel; API and webhooks.UTM and analytics It is necessary to set up data transfer to the CRM: utm_source; utm_medium; utm_campaign; utm_content; utm_term; landing_page; page_url; referrer; gclid; fbclid; form and landing page name. Also required: setup of Google Analytics 4; setup of Google Tag Manager; tracking form submissions; tracking clicks on phone and messengers; protection against duplicate conversions; analytics for each website, landing page, source, and advertising campaign; transfer of key CRM statuses to Meta and Google Ads.Automations It is necessary to set up automatic scenarios: creation of a client and deal; duplicate check; assignment of a manager; task for the first contact; notification of unprocessed lead; transfer of application for measurement; assignment of a measurer; creation of measurement in Google Calendar; task for preparing the estimate; follow-ups after sending the proposal; creation of an order after approval; control of the contract and advance; notification of the foreman; control of project deadlines; preparation of the act; control of debt; daily report to the manager.Work result The contractor must deliver: fully configured KeyCRM; connected main website and four landing pages; working funnels and automations; configured analytics and UTM; connected communication channels; configured telephony; registry of all automations; instructions for employees; video instructions; testing results; warranty support after launch. A detailed technical assignment has been prepared and will be provided to selected candidates.Requirements for the contractor Real experience with is mandatory: KeyCRM; automations; API and webhooks; GA4 and Google Tag Manager; Meta and Google Ads; telephony; websites and landing pages. Experience in implementing CRM for construction, service, or project companies will be an advantage.In your response, please indicate Experience with KeyCRM. Examples of completed projects. Which tasks you can perform independently. What external services will be required. Completion time. Cost by stages. What is included in the cost. Cost of further support. Ability to conduct employee training. It is best to write in Telegram or call

Project Description:We are looking for a cold calling specialist with fluent Vietnamese language skills to complete a test/short-term project.What needs to be done:Make exactly 100 targeted (at least 2 minutes of conversation) outbound calls to potential clients in Vietnamese.Deadline: exactly 3–5 days from the project start date.Present the company's product/ecosystem (Fintech / AI Crypto solutions) using a prepared script and materials.Handle basic objections and record interested candidates/investors.Fill out a brief report on the results of the calls (CRM / Google Sheets).Final Goal: Engage the potential client and send a registration link to the client.Requirements for the performer:Fluent spoken Vietnamese language (C1/C2 / Native).Experience in telemarketing, cold sales, or call centers (experience in crypto/finance will be a plus).Clear speech, confidence on the phone, ability to handle objections.Availability of a quality headset, quiet workspace, and stable internet.Criteria for successful results: Completion of exactly 100 calls (of 2 minutes) within 3–5 days with the provision of a report/recordings of calls and transfer of contacts of interested clients.

Project Description:We are looking for a cold calling specialist with fluent French language skills to carry out a test/short-term project.What needs to be done:Make exactly 100 targeted (at least 2 minutes of conversation) outgoing calls to potential clients in French.Deadline: exactly 3–5 days from the start of the project.Present the company's product/ecosystem (Fintech / AI Crypto solutions) using a prepared script and materials.Handle basic objections and record interested candidates/investors.Fill out a brief report on the results of the calls (CRM / Google Sheets).End goal: To engage the potential client and send a registration link to the client.Requirements for the performer:Fluent spoken French language (C1/C2 / Native).Experience in telemarketing, cold sales, or call centers (experience in the crypto/finance sector will be a plus).Clear speech, confidence on the phone, ability to handle objections.Availability of a quality headset, quiet workspace, and stable internet.Criteria for successful results: Completion of exactly 100 calls (of at least 2 minutes) within 3–5 days with the provision of a report/recordings of the calls and transfer of contacts of interested clients.

Project Description:We are looking for a cold calling specialist with fluent Italian language skills to complete a test/short-term project.What needs to be done:Make exactly 100 targeted (at least 2 minutes of conversation) outbound calls to potential clients in Italian.Deadline: exactly 3–5 days from the start of the project.Present the company's product/ecosystem (Fintech / AI Crypto solutions) using a prepared script and materials.Handle basic objections and record interested candidates/investors.Fill out a brief report on the results of the calls (CRM / Google Sheets).Final Goal: Engage the potential client and send a registration link to the client.Requirements for the performer:Fluent spoken Italian language (C1/C2 / Native).Experience in telemarketing, cold sales, or call centers (experience in crypto/finance will be a plus).Clear speech, confidence on the phone, ability to handle objections.Availability of a quality headset, quiet workspace, and stable internet.Criteria for successful results: Completion of exactly 100 calls (of 2 minutes) within 3–5 days with the provision of a report/recordings of calls and transfer of contacts of interested clients.

Project Description:We are looking for a cold calling specialist with fluent Spanish language skills to carry out a test/short-term project.What needs to be done:Make exactly 100 targeted (at least 2 minutes of conversation) outbound calls to potential clients in Spanish.Deadline: exactly 3-5 days from the start of the project.Present the company's product/ecosystem (Fintech / AI Crypto solutions) using a prepared script and materials.Handle basic objections and record interested candidates/investors.Fill out a brief report on the results of the calls (CRM / Google Sheets).Final goal: Engage the potential client and send a registration link to the client.Requirements for the performer:Fluent spoken Spanish language (C1/C2 / Native).Experience in telemarketing, cold sales, or call centers (experience in the crypto/finance sector is a plus).Clear speech, confidence on the phone, ability to handle objections.Availability of a quality headset, quiet workspace, and stable internet.Criteria for successful results: Completion of exactly 100 calls within 3-5 days with the provision of a report/recordings of calls and transfer of contacts of interested clients.