Create a chat bot (integration with the CRM system)
Development of ChatBot with CRM integration (Altegio)
Key project task
Create a ChatBot that works with CRM data and forms a closed client club format.
ChatBot functionality
1. Two-way integration with CRM Altegio
• Data transfer from ChatBot → CRM:
• client's date of birth (mandatory field during registration)
• Data retrieval from CRM → ChatBot:
• client's bonus quantity
• current bonus balance after each visit
2. Client cabinet in ChatBot
• real-time bonus viewing
• personalized information for the client
3. Admin cabinet
• creation and management of announcements
• publication of promotions and offers
• centralized content management without developer involvement
Technical expectations
• experience in integration with CRM systems via API
• understanding of data exchange logic (webhooks, sync, security)
• experience in creating ChatBot (Telegram / WhatsApp / web — to be discussed)
• structural thinking, documentation, scalability
Client's review of cooperation with Danilo Kanivets
Create a chat bot (integration with the CRM system)I want to leave a review about Dani's work. He developed a chatbot for me for beauty salons with integration into the CRM system Altegio, and I can say that the whole process went incredibly smoothly and comfortably.
Dani is a very strong and responsible specialist who truly understands his craft. He does everything clearly, structured, is always in touch, provides useful recommendations, adapts to business requests, properly configures the system, and easily makes adjustments that arise during the work process.
Working with him was easy and calm, with a full sense that the project is in reliable hands. I definitely recommend Dani and plan to work with him 100% in the future. I have already passed his contacts to my colleagues and partners who are also looking for a developer who takes their work seriously.
If I could give a score of 100 points, I would give 150. Thank you very much for such an approach to the client and the project.
Freelancer's review of cooperation with Svitlana Dragulskaya
Create a chat bot (integration with the CRM system)Thank you for the cooperation. Svitlana is always in touch, quality specifications, and very pleasant interaction.
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1315 7 0 Good day.
I am ready to take your project into work.
I can develop such a chat-bot for you using low-code tools.
Write to me privately, we will discuss all the details and choose the best solution for you.
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312 👋 Hello!
We are developing chatbots for businesses that not only respond to messages but also become part of your system.
The bots integrate with:
✅ CRM — to save contacts and customer history,
✅ payment systems — for instant payments,
✅ analytics — so you can see the effectiveness of each dialogue.
📊 This allows for complete control over the process and automates routine tasks.
💬 Ready to discuss your project and offer a solution that will save time and deliver results.
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2223 18 3 Hello! I am implementing a turnkey integration with Altegio.
Technical solution:
- Synchronization: I will set up client verification by phone number. Automatic transfer of date of birth and mandatory fields to the CRM card.
- Real-time bonuses: I will use Webhooks. The client will instantly receive a push notification in the bot about the balance change after each visit.
- Management: I will create an admin panel (Telegram WebApp) for self-service mailings, managing promotions, and content.
…
- Reliability: I will use Python (aiogram 3), ensuring secure data storage and scalability.
I have experience working with complex APIs. I am ready to discuss the details and clarify the final cost after analyzing your access to Altegio.
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235 1 0 Hello! I have reviewed the project description — I have experience in developing ChatBots with two-way CRM integration via API, so I can implement a solution tailored to your needs.
How I propose to implement it:
1. Integration with CRM Altegio
Two-way data exchange:
ChatBot → CRM:
… transmission of the client's date of birth during registration (validation, mandatory field)
CRM → ChatBot:
retrieval of the number of bonuses
current bonus balance after each visit
using Altegio API + webhooks
logging and error handling
2. Client cabinet in ChatBot
viewing bonus balance in real-time
personalized messages
closed format of the "client club"
secure user identification
3. Admin cabinet
creation and editing of announcements
publication of promotions and special offers
centralized content management without developer involvement
scalability options (new sections, client segmentation)
Technically
Python (telebot / FastAPI)
Integration with CRM Altegio API
Webhooks / REST
DB (PostgreSQL / SQLite)
Telegram / WhatsApp / Web — as agreed
Architecture with room for expansion
Documentation on logic and integrations
Terms and cost
Timeline: 2–4 weeks (depends on the scope of the admin panel and channels)
Cost: $200-500
Ready to:
detailed propose the architecture
discuss the ChatBot format (Telegram / WhatsApp / web)
start with the technical plan and integration with Altegio
If needed, I can show examples of similar CRM integrations in private messages.
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172 1 1 Good day! I am ready to complete this project. Extensive experience in developing various applications.
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9972 117 0 Hello.
I am engaged in the development of Telegram bots. I am ready to take on the project. Write to me, we will discuss.
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937 5 0 1 Hello!
We are a team that has been developing bots for over five years. Our main tools are NodeJS and Python. We also work with connecting to any databases (MongoDB, SQL, Postgres, etc.), integrating with payment systems, API services, and plugins.
I suggest discussing the details of your project, after which we can agree on a comfortable price and convenient terms for both parties.
After the development is completed, we guarantee to provide technical support and consultation for 10 days.
Examples of already implemented and working products can be found on our website - https://vaysed.me/
Or in the Freelance profile.
We look forward to your response!
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1687 8 0 Hello! I will be happy to complete this project for you. I just need to clarify some details.
I suggest discussing the details of the bot in private messages. I will create a convenient solution with a pleasant and understandable interface (layout, inline buttons, menu). I have a few similar cases that I can tell you about in private.
My portfolio:Freelancehunt
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2049 13 0 I have extensive experience in developing complex Telegram bots with admin management and integration with third-party services, including CRM. I support the project from design to deployment and further maintenance, ready to discuss the details.
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4611 52 1 Good day, I am a Python developer. I specialize in developing Telegram bots of various complexity. I can complete your project with quality. Write to me - we will discuss the details. I am ready to start today.
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