Looking for an experienced CRM specialist for the US market
I need a practitioner, not a consultant. A person who does not think "how it should be done," but dives into the task, understands the tools, and brings the system to stable operation.
Considering two CRM options: Zoho CRM and Salesmate.
If you offer something else — only with arguments and real implementation experience in the USA.
What is important for the result
The CRM must work well from a phone, in real conditions:
- manager in the car, "in the field," without a laptop
- quick creation of a client/deal
- compact, not overloaded interface
- easy to find the necessary deals and not lose clients
Connecting a virtual US number:
- incoming call immediately shows the client
- you can see who they are and which deal
- clear what to respond
Sales
- list of services (~200) and products (~50)
- quick invoicing directly in the CRM
- drop-down lists, convenient from the phone
- discounts: fixed amount or percentage
- essentially — a commercial offer without third-party services
Accounting and automation
- automatic accounting
- tracking expenses, taxes
- inventory: balances and actual availability
Integration with the website, messenger, email
- the client calculates the order themselves
- payment by card
- booking the date and time for the master’s departure
Who I am looking for
- specialist with real experience in implementing CRM for the US market
- understanding of service business, telephony, and payments
- willingness to support the system after launch
- knowledge of typical problems that arise over time
I have experience with amoCRM and Bitrix — the conversation will be substantive.
The response must include
- How many CRMs you have implemented for the US market
- In which niches
- Which CRMs and integrations you have worked with in practice
Without experience, I do not consider responses
Time for communication: 18:00 – 06:00 Kyiv time.
Looking for a person who will not just set it up but will make the system operational and stable.