I am looking for a specialist to develop a CRM system.
The basis will be the open platform Vtiger CRM, which needs to be refined according to business processes. Also, installation and adaptation of mobile applications for iOS and Android platforms, integrated with the CRM, are required.
The goal of the project is to optimize project management, control employee working hours, and track the stages of order fulfillment.
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Registration of the start and end of each employee's working day.
Recording of start and finish times.
Integration with geolocation: determining the employee's location at the time of marking (via mobile application).
Ability to view data for each employee by day, week, or month.
Creation of a checklist of tasks to be completed before the project starts (e.g., purchasing materials, agreeing with the client, preparing equipment).
Marking the status of each task (completed/not completed).
Notifying responsible persons about unfinished preparation stages.
Project management by the following stages:
Lead (potential client).
Proposal (agreement on terms, estimate).
Workflow (execution of works).
Completion (handover of the project).
Ability to manually or automatically transfer the project from one stage to another (based on specified conditions).
Displaying the current status of each project in the general list.
Integration of the calendar displaying all projects by dates.
Color coding of project stages (e.g., green - completed, yellow - in progress, red - overdue).
Ability to filter projects by employees, dates, or statuses.
For each project, provide the ability to upload photos and videos (e.g., stages of work execution, final result).
Storage of files in the CRM linked to a specific project.
Viewing and downloading media files through the web interface and mobile applications.
System base: We use Vtiger CRM as the foundation. Customization of modules and interface according to the above requirements is necessary.
Mobile clients:
Support for offline mode with data synchronization when connected to the internet.
Integration with device geolocation to record the location of employees.
Budget: 1000 UAH Deadline: 1 day
Hello, Alex!
We will complete your project.
To estimate, we need to write a technical specification. We are ready to discuss it from the beginning and formulate it.
Best regards, Tetyana.
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
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