Remonline CRM Setup

Enterprise Resource Planning (ERP), Client Management & CRM — incorrectly specified categories?

45 USD

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Hello everyone!

My company is engaged in the sale/rental of electric bicycles. We conduct all communication mainly through Telegram.
We need to set up a CRM so that everything is as convenient and automated as possible — for me, the team, and the renters.
Briefly, I will describe how I see the structure and what exactly I want to implement.

1. Bicycles (Products)

Linking a bicycle to a specific user.
That is, so that in the CRM you can quickly see who is currently renting this bicycle.
Bicycle statuses.
For example: available, rented, under repair, etc. — so you can always see which bike is where and in what condition.
Linking a battery to a bicycle.
Each bike has its own battery — this needs to be displayed in the card.
Additional fields.
Bike label/identifier, purchase date,
Repair and expense history.
To see what breakdowns occurred, what was replaced, and how much it cost.

2. Users (Renters)

Rental price.
Different for each user — they may have their own conditions (for example, discounts/tariffs), it is desirable to store this in the profile.
Residential address.
A simple text field.
Documents.
Ability to attach a contract or other files to the user profile.
Linking a bicycle to a user and vice versa.
That is, always see who is assigned which bike and, if necessary, the battery.

3. Automation and integration with Telegram

Welcome message to new users in Telegram.
As soon as a user writes in Telegram for the first time — an automatic greeting response with a simple question about how we can help.
Reminders for renters.
For example, weekly reminders about payment directly in Telegram private message or in a group chat.
Creating new leads.
Automatically create a lead card if a new phone number or new inquiry is received in Telegram.
Chats and reminders.
When a new user rents a bike — create a separate group chat in Telegram (for example, renter + support + manager), to make it easier to resolve issues, send reminders, etc.
Button or quick function in chat to request rental termination.
For example, so that the renter can quickly inform that they want to return the bike.

Requirements:

Configure the CRM so that all this logic works.
Help properly create/add the necessary additional fields (where needed — to products, where needed — to users and leads).
Organize statuses so that the current situation with bicycles is always visible.
Set up simple automation: responses, reminders, creation of chats/leads.
Implement integration with Telegram so that everything works through the bot and chats.
Open to suggestions, so if you have ideas on how to improve something — please propose!
Ideally, payment tracking should also be implemented (can be a second stage).
There should also be a report export of payments, repairs, etc., in table form.

In theory, all this already exists in the CRM, it just needs to be configured, and users trained on how to use it, with necessary automations added.

Proposals 2

Vyacheslav Legeza

0 0

Projects -
Rating -
Rating 613

Budget: 5000 UAH Deadline: 5 days

Good afternoon, Anton!

I have a ready-made solution for OneBox CRM for your electric bike rental business: CRM for leasing and rental.

The available solution covers your needs and requires only minor adjustments:
- Detailed accounting of bicycles and users: statuses, connection of batteries/renters, repair history, individual rental conditions.
- Maximum automation: Welcome messages, reminders, creation of leads and chats in Telegram, payment tracking.
- Important: Extended Telegram capabilities (for example, "knock first") are implemented through paid integrations (such as eChat Pro), ensuring their stable operation during API updates.

All necessary logic is already in OneBox and only requires additional configuration. I am ready to set up the system and train your team.

We can launch a pilot project for a week so you can test the functionality and verify the effectiveness of the solution. Please write to me to try it out and take your business to a new level!

Mihail Glovinsky

11 0

Budget: 2000 UAH Deadline: 5 days

Good day Anton!
Your request regarding setting up a CRM for a company selling/renting electric bicycles interested me.
The main goal, as I understand it, is to create a unified, convenient, and highly automated system for managing bicycles, customers, and all communication through Telegram.

Regarding your assumption that "In theory, all this is already in the CRM, it just needs to be configured and learned" – the basic logic is indeed embedded in most systems. However, for everything to work as a single coordinated mechanism, especially with such deep integration of Telegram and specific automations, a "bridge" in the form of automation platforms or a CRM with a very flexible API is often needed.

What I can offer:

- Consultation on choosing a CRM.
- Design and configuration of the CRM itself.
- Development and implementation of automations.
- Integration with Telegram.
- Training your team.

I am open to your ideas and ready to offer my own. For example, the idea of creating a separate chat for each rental is interesting, but it’s worth discussing whether this will lead to an excessive number of chats and how to manage them effectively.

I would be happy to discuss your project in more detail during a short call.
Please tell me, do you already have a specific CRM system in mind, or is this choice still ahead?

Anton Shevchenko
Kyiv, Ukraine

Projects 12
Rating -
Rating 310

Remonline CRM Setup

1. Bicycles (Products)

2. Users (Renters)

3. Automation and integration with Telegram

Vyacheslav Legeza

Mihail Glovinsky

Proposals are currently absent

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