Budget: 1200 PLN Deadline: 7 days
Regarding the budget - 500 PLN will be enough for a one-time review of the current CRM and a list of quick fixes. For a proper start, I would allocate 1200 PLN for the first technical sprint over 7 days - audit, adjustments to funnels, fields, triggers, and a plan for integrations with advertising accounts.
We can connect as a partial technical specialist for KeepIn CRM. Here’s the nuance - in CRM, it’s important not just to click on fields, but to link advertising, statuses, responsible parties, triggers, and reporting so that sales do not live a separate life from marketing =)
> Please clarify which advertising accounts need to be connected - Meta, Google, TikTok, or others
> Is there already a described funnel and roles of managers, or does it need to be assembled together with you?
Similar works by Ingello
> https://business.ingello.com/forma-crm - CRM and business logic for sales processes
> https://business.ingello.com/forma-bpm - automation of processes, statuses, and actions in the system
> https://business.ingello.com/iks - corporate accounting and management system
Main landing page for Freelancehunt - https://systems-fl.ingello.com
In short - it can be kept simple, but first, it’s worth bringing the process model in order. Measure seven times - automate once, otherwise triggers will start teaching business philosophy themselves, although no, that’s already my professional deformation.