CRM and Sales Funnel Management Specialist (Revenue Operations)

Budget: 450 USD Deadline: 14 days

Hello. I have experience working with CRM, sales funnels, automations, analytics, e-commerce, and online projects. I will answer your questions:
1. First, I describe the customer journey from the first contact to purchase and repeat sales, after which I integrate lead sources into the CRM with clear funnel stages and end-to-end analytics.
2. They are determined through the analysis of conversions between stages, traffic sources, application processing speed, reasons for refusals, and actions of managers at each stage.
3. The number of leads, cost per lead, conversion between stages, processing speed, number of lost customers, customer acquisition cost (CAC), revenue by channels, and ROMI.
4. I have experience working with online stores, lead generation, CRM, sales funnels, process automation, and analytics of customer acquisition channel effectiveness.

Budget: 3000 USD Deadline: 24 days

Welcome! The Business Atlas team is ready to implement your project for the development and deployment of a comprehensive CRM system. I am Oleg, the project manager of the company, and we specialize in building autonomous ecosystems and complex data automation systems. My experience includes over 50 successful projects in the UA/EU markets, where the combination of CRM architecture and Low-code solutions allowed us to fully digitize the customer journey and stop revenue loss.
Here are our clear answers to your questions and our vision for technical implementation:
1. Building the funnel (Online + Offline): We implement the concept of a "single source of truth." All leads from Instagram, the website, Google Ads, and calls are automatically pulled into the CRM (HubSpot, KeyCRM, or Monday) through Make/n8n platforms. For the offline showroom, we design a simple interface for salespeople (recording on a tablet by phone number or through a loyalty system). If a client wrote on Instagram and then came to the store, the system will seamlessly combine this history into one card.
2. Identifying customer loss points: We will set up analytics for the time a lead spends at each stage of the funnel. If customers are mass "stuck" at the selection stage, automatic follow-ups and tasks for the manager will be triggered immediately. We will also implement mandatory recording of detailed reasons for refusals (Closed Lost), which will allow us to clearly separate issues: non-target traffic, long response time, or lengthy logistics.
3. Key metrics: We will display the main indicators on interactive dashboards: inter-stage conversion (Conversion Rate), first response speed (Lead Response Time), customer acquisition cost (CAC) for each channel separately, as well as LTV and repeat purchase frequency (relevant for pet products and care).
4. Relevant experience in the niche: My portfolio includes successful implementations of CRM systems for online and offline retail: from automation systems for cosmetics stores (SalesDrive) and clothing (KeepinCRM) to setting up end-to-end analytics. Additionally, we develop autonomous AI agents for e-commerce that can qualify leads and warm them up to purchase.
Overall implementation time: 2.5 – 3.5 weeks.
Fixed cost: $2,500 – $3,500 turnkey (depending on the chosen CRM system and the final number of connected pages or accounts).
Are you ready to discuss the details of your current infrastructure in private messages?

Budget: 25000 USD Deadline: 30 days

The project cost is 120,000 UAH. Deadline - 30 working days. The amount includes the selection of a suitable CRM, funnel design, connection of leads from the website, advertising, Instagram, SMS, telephony, and showroom, dashboards, automation, tasks for managers, and recommendations for increasing conversion.

Look, there’s a nuance - I wouldn’t start with choosing HubSpot or Monday until the sales stages, roles, sources, and loss data are described. I build the funnel for online and offline from the first touch to payment and repeat purchase - a single customer card, source, stage, reason for refusal, responsible person, response time, and next step.

I determine loss points based on transitions between stages, response times, reasons for refusal, source quality, manager performance, unmet tasks, and the amount of lost revenue. Key metrics include leads by channels, cost per lead, stage conversion, first response time, share of won deals, average check, revenue by channel, repeat sales, and team workload.

Based on experience in retail and online trading, we have created CRMs, management accounting, dashboards, and sales automation. It’s important not just to technically click fields but to build a manageable sales system; otherwise, it will end up as a pretty table with buttons =)

I would like to clarify 2 questions:
> What system is currently used for the customer base, orders, calls, SMS, and offline sales?
> Are there exports for leads, sales, and advertising channels for at least the last 3-6 months?

Similar works by Ingello:
> https://business.ingello.com/forma-crm - CRM and logic for working with clients, stages, and tasks
> https://business.ingello.com/prime-eva - retail and online trading, where sales, accounting, and process manageability are important
> https://business.ingello.com/platforma - corporate system with roles, analytics, and operational logic

Main FLH landing - https://systems-fl.ingello.com- Expand

Budget: 800 USD Deadline: 14 days

Greetings
implementation/setup/support/training for working in the commo system
case studies in the profile and on the website
message me privately, we will discuss your tasks in more detail

1-4
all based on experience. project examples - in the profile and on the website

Budget: 300 USD Deadline: 7 days

Hello. From the description, I see not a "one-time edit," but a task where normal logic is important and the solution should not fall apart in operation.
I would start with the main point: Position Description We are looking for an experienced CRM and sales funnel management specialist to develop and implement a system that will allow full control over the customer journey — from the first contact to closing the deal.
Regarding implementation: I would first formalize the requirements and decompose the task into clear implementation blocks to eliminate ambiguities regarding the scope in advance.
Relevant experience: I have built automation flows with Make/ManyChat/HubSpot/Google Sheets and brought them to stable production logic.
Regarding timelines: the target is 7 days. Regarding the budget: 300 — after a brief clarification of the technical specifications, I will provide an exact figure, but that is the range.
If you want, I can provide a short implementation plan in the first message and immediately show where time/money can be saved without losing quality.

Budget: 350 USD Deadline: 30 days

Hello! I have reviewed your task and believe that I can successfully complete it. I would be happy to collaborate, please write to me personally for further details.

Budget: 25000 USD Deadline: 24 days

We already have a nearly ready CRM scheme for retail and online sales - it can be quickly adapted to your store and launch the first working phase, I'm here to help ))
The fixed cost estimate is 85,000 UAH, and the timeline is 24 calendar days for selecting the system, funnels, dashboards, analytics, and automations.
An AI layer can also be added on top of the CRM - suggestions for the manager, reminders, brief summaries of dialogues, risk of customer loss forecasts.
I would build the funnel from the lead source to payment and repeat purchase - separately noting the channel, first response, showroom visit, reservation, refusal, deal, and customer return.
We determine revenue loss points through conversions between stages, response speed, reasons for refusals, quality of subsequent touches, and the gap between online applications and offline sales.
Key metrics include: application to dialogue, dialogue to visit, visit to reservation, reservation to payment, lead cost, deal duration, lost revenue, manager activity, channel contribution.
From similar experience, you can look at:
- https://business.ingello.com/iks - corporate accounting and process management system
- https://business.ingello.com/forma-crm - CRM logic, roles, funnels, and management panels
- https://business.ingello.com/prime-eva - e-commerce and retail processes, close to online sales
Our profile for Freelancehunt - https://systems-fl.ingello.com
We need access to the website, advertising accounts, telephony or SMS service, current tables, order data, and seller operation rules from you.
I would like to clarify two points - what telephony and SMS service are currently being used?
And should each pet be considered as a separate unit with a reservation, status, documents, and sales history? Expand

Budget: 3500 USD Deadline: 30 days

Hello!
I’m very interested in the CRM and Sales Funnel Management Specialist position for your purebred animal store.
I have extensive experience building end-to-end sales systems for businesses that combine online and offline channels, with a strong focus on increasing revenue and transparency.

1. How do you build a sales funnel for a business with online and offline channels?
I design a unified funnel that treats every customer touchpoint as part of one journey. Offline store visits are captured via QR codes, manager tablets, or phone numbers. Online leads (Instagram, Google Ads, website) flow into the same pipeline. I create clear stages (New Lead → Contact Made → Consultation → Visit/Booking → Purchase → Repeat/Referral) and set up proper UTM + source tracking for every channel.
2. How do you identify points of customer loss?
I implement stage-by-stage conversion analytics + drop-off reports. Using CRM dashboards and custom reports, we can clearly see at which stage customers are lost (e.g., no response after lead, no show after booking, abandoned cart, etc.). I also set up automated alerts for stalled deals.
3. What key metrics do you use to evaluate the effectiveness of the funnel?
Lead-to-Contact rate
Contact-to-Consultation rate
Consultation-to-Visit rate
Visit-to-Purchase rate
Overall Lead-to-Sale conversion
Average Deal Value + Sales Cycle Length
Channel ROI (Cost per Lead / Cost per Sale)
Manager performance (response time, conversion per manager)

4. Experience with retail / e-commerce?
Yes. I have successfully implemented CRM + funnel systems for:
Pet store chain (online + physical stores)
Premium furniture showroom (offline + Instagram sales)
Online pet supplies store with delivery

I focus on practical business results, not just technical setup.

Timeline: 3–4 weeks
I will deliver a complete, transparent, and manageable system that gives you full visibility and control over your sales.
I’m ready to start as soon as possible.
Best regards, Expand

Budget: 3000 USD Deadline: 30 days

Hello!

I have studied your tasks regarding customer journey tracking. Instead of setting up ready-made HubSpot or Monday, where you will constantly overpay for a subscription for each manager, I suggest building a completely custom CRM system from scratch tailored to your processes.

I create independent AI ecosystems and automate business processes (my stack is Supabase + Node code). I am currently finishing the development of a similar turnkey architecture for a distributed network of companies, where end-to-end analytics is critically important.

What you will get:
Unified chat window: Integration of Instagram Direct, WhatsApp, and SMS directly into your CRM. Managers respond from a single panel, and the entire conversation history is permanently linked to the lead card.

End-to-end tracking online/offline: The system will automatically link ad clicks (Google Ads/Instagram) and visits to the retail showroom (via QR codes of loyalty cards) into one profile.

AI revenue leakage detection: Implementation of a neural network that will automatically scan dialogue logs and highlight at which stages of the funnel and why managers are losing clients.

Analytics in your pocket: Automatic reports on conversions, ROI of channels, and KPIs of sellers in a format convenient for you.

You get your own digital asset, fully tailored to your e-commerce and retail, without limitations and monthly payments for users.

I am ready to discuss the details and the logic of work in personal correspondence. Expand

Budget: 1200 USD Deadline: 14 days

I created UVWeb (https://ou-uv.com) — my own CMS on Flask/Python with SQLAlchemy, multilingual integration, and a user role system.

I understand the specifics: a pet store with two channels (offline showroom + online) is a classic case where leads get lost in the transition between channels and there is a lack of a unified customer view. I build the funnel from the first contact (Instagram, Google Ads, website, SMS/phone, offline visit) to repeat purchase — each customer has a single card with a history of the channel, stage, reason for refusal, and responsible manager. I define loss points through conversions between stages and response times — this clearly shows where you are losing revenue.

What I will do:
- Selection of CRM tailored to the online+offline structure (HubSpot or Monday.com)
- Design of the sales funnel from lead to repeat purchase — one view for both channels
- Integration of leads from all channels: Instagram, Google Ads, website, SMS, phone, showroom
- Configuration of dashboards: stage conversions, CPL, response time, manager effectiveness
- Automations: follow-up sequences, reminders, lead assignments, notifications
- Map of loss points + report with recommendations for increasing conversions
- Team training + process documentation

--- OPTIONS ---

- Option A (Standard): 1200 USD (14 days) — CRM selection, online+offline funnel, channel integrations, dashboards, automations, training
- Option B (Pro): 1920 USD (14 days) — Option A + telephony/SMS integration, advanced multichannel analytics, loss point report with recommendations, 2 weeks of support — best scope/price ratio
- Option C (Enterprise): 2500 USD (14 days) — Option B + AI layer (suggestions for managers, risk forecast of customer loss), complete process documentation, 4 weeks of support

Execution time: 14 days. I need: access to current tools (customer database, order tables, advertising accounts), information about telephony/SMS, and a description of the sales structure and roles in the team.

Portfolio:
- https://ou-uv.com — REST API integrations, Flask/Python, multichannel B2B system
- https://poseidon.codezerogroup.com — enterprise platform with dashboards and process logic
- https://codezerogroup.com — corporate B2B system with roles, CMS, and integrations

5 years in system integration and sales automation — from simple CRMs to comprehensive multichannel systems with analytics.

Ready for a short audit of the current sales process — when can we talk? Expand

Budget: 1200 USD Deadline: 10 days

Hello!
I initially see this project as a full implementation of CRM + sales analytics with the integration of online and offline channels, so the fixed cost for a turnkey implementation is $1,200–1,800 depending on the number of integrations, the complexity of the funnel, and the volume of automations.
Here’s how I build a funnel for a business with online and offline channels:
First, all customer entry points are fixed: Instagram, website, Google Ads, calls, offline store. After that, a unified structure of stages in the CRM is created to see where the customer came from, who is processing them, where they "get stuck," and what influences the closing of the deal. For offline sales, visit tracking, repeat inquiries, and source attribution are usually set up separately.
How I determine customer loss points:
I look at conversions between stages, response times of managers, the number of unprocessed leads, reasons for refusals, and losses after the first contact. Often, the problem turns out not to be in advertising, but in the lack of follow-up logic, transparency across stages, or fragmentation of channels.
Metrics I use:
— Conversion Rate by stages
— Lead Response Time
— CPL / CAC
— Source-to-Sale Conversion
— ROI by channels
— % of lost leads
— effectiveness of managers and repeat sales
I have experience setting up CRM systems, automating funnels, and analytics through Zoho CRM / Pipedrive + Make.com + Looker Studio. In one of the projects, I implemented a system with full transparency of the customer journey and analytics from the ad click to the closed deal, which reduced response time from 18 hours to less than 1 hour and established revenue forecasting based on CRM data.
I do not have direct experience specifically with a retail pet store, but I have worked on projects that required integrating several lead generation channels, CRM, automation, and analytics into a single sales management system.
If it’s convenient for you, we can start with a short audit of the current sales process and customer journey map — this will help immediately identify the main loss points and select the optimal CRM architecture for your business. Expand

Budget: 45 USD Deadline: 30 days

Good day, Andriy! I represent the company Salesjam — integrators of CRM and business automation systems. Your request is very close to our approach, as we also believe that CRM is not just about "setting up a system," but about building a managed sales model where the business owner clearly sees:
— where customers come from,
— where they get lost,
— how the team works,
— and what really affects revenue.
We take a proactive position in projects: we do not just execute the terms of reference, but analyze the company's processes and propose solutions that can improve conversion, control, and team efficiency.

Regarding funnel construction:
we usually start with a detailed analysis of the current customer journey — from the first contact to purchase and repeat sales. For businesses with online and offline channels, it is very important to correctly integrate all interaction points into a single system to avoid losing customer history and to see the real picture of sales.

We identify customer loss points through:
— analysis of conversions between stages,
— speed of application processing,
— lead sources,
— workload and efficiency of managers,
— repeat inquiries,
— reasons for refusals,
— and customer behavior at different stages of the funnel.

As for key metrics — there is no universal set for all companies. Each business has its own sales model, decision-making cycle, and customer specifics. That is why we form KPIs and analytics only after a detailed immersion into the company's processes. But among the basic metrics, we usually have:
• conversions between stages
• cost per lead and sale
• speed of application processing
• ROI by channels
• repeat sales
• average check
• workload and efficiency of managers

We also have extensive experience working with e-commerce and retail businesses:
— online stores,
— retail,
— Instagram sales,
— showrooms,
— omnichannel sales,
— integrations with advertising channels, IP telephony, messengers, and analytics.

We are ready to provide relevant cases and examples of implemented projects.

Regarding project cost — we always work honestly and transparently. In practice, no one can usually accurately name a fixed cost without analyzing the processes, as the scope of work heavily depends on:
— the number of integrations,
— the complexity of automations,
— the structure of the funnel,
— the number of users,
— and the level of required analytics.

Therefore, usually after the first discovery phase, we create a clear roadmap and provide a realistic budget range and implementation stages without "hidden" work in the process. We would be happy to hold a meeting to agree on the details. Expand