Creation of a CRM system
A CRM needs to be developed from scratch for an organization that provides legal, psychological, and informational assistance to beneficiaries within several projects.
Main tasks:
Creation of a web-based CRM for collecting, storing, and processing inquiries.
User roles: specialists, managers, administrators (with different access levels).
Ability to filter, search, generate, and export reports to Excel.
Unique identification of beneficiaries.
Flexible field structure (ability to add without coding).
Support for multiple projects (separate databases/tabs).
Import of previous data from Excel (with field mapping).
Change audit, action logging, backup.
Expectations:
Fully functional web system with an administrative panel.
User-friendly, intuitive interface.
Scalability for new projects.
A complete technical specification will be provided after the selection of the contractor.
-
307 1 0 Hello!
All of this can be done based on the CRM OneBox https://1b.app/ua/
Write to me in private, I will provide demo access and consult you on the system's capabilities.
-
6512 229 4 7 Hello.
I am ready to complete
What stack is needed?
I can do it on Laravel + Vuejs
Message me privately. We will discuss the details.
Current freelance projects in the category Client Management & CRM
Transfer the Leads database from keycrm to keepincrmTransfer the lead database from keycrm to keepincrm and set up the integrators (telephony, Apex drive for Facebook advertising). There is a working system with KeyCRM, the task is to transfer the lead database to the already configured KeepinCRM system. We are ready to provide… Client Management & CRM ∙ 16 hours 16 minutes back ∙ 13 proposals |
Launching an online programming and IT school for children: website, platform, CRM, and automation
29 USD
Need help launching an online programming and IT school for children and teenagers in Germany. We already have an offline programming school for children, experience conducting classes, the first online groups, and an understanding of the product. Now we need to properly… Tuition, Client Management & CRM ∙ 1 day 7 hours back ∙ 15 proposals |
Consultation and preliminary audit of business processes for CRM implementationWe are a small company that imports cars. We need to build a CRM system, as we have not used anything before. For this, we require consultation on choosing a CRM system, as well as, based on business processes, getting answers to questions about where the weak points are, what… Client Management & CRM ∙ 1 day 10 hours back ∙ 12 proposals |
Need an expert in WhatsApp and Instagram to reduce account bans.
200 USD
We are looking for a specialist with practical experience working with WhatsApp and Instagram for a business with a high volume of incoming messages. We have a company that actively uses WhatsApp and Instagram to communicate with clients. We regularly face account blocks,… Consulting, Client Management & CRM ∙ 4 days 14 hours back ∙ 5 proposals |
CRM integrator for setting up and controlling the transfer of leads from advertising to KeepinCRMDescription of the task: We are looking for a specialist in integrations for ongoing collaboration on our advertising projects. We have several contractors launching ads (Meta Ads, Google Ads) on websites and lead forms. It is necessary to set up and monitor the correct… Lead Generation & Sales, Client Management & CRM ∙ 6 days 10 hours back ∙ 23 proposals |