Implementation of CRM and automation of processes for the company with field employees

Budget: 900 EUR Deadline: 30 days

Hello.

From the description, I see that you need not just a CRM, but an operating system for a service company with field employees and financial accounting.

Considering the scale (20–30 employees, growth, scheduling tasks), I would recommend implementation based on Odoo.

Why Odoo:

• CRM + client and task cards
• Employee workload planning through a calendar
• Mobile interface for performers
• Accounting for accruals and automation of calculations
• Invoicing and payment control
• Scalable architecture
• API for integration with iDoklad / Pohoda

Approach to work:

Analysis of current processes

Designing the structure of the CRM (funnels, roles, statuses, accrual logic)

Setting up calendars and task distribution

Automation of financial calculations

Integration with accounting service (via API)

Setting up reporting (KPI, workload, revenue, accruals)

Training the team

This solution will allow you to scale without rewriting the system in a year.

Implementation time: 3–4 weeks
Implementation cost: from 900 EUR (final after clarifying process details)

The work includes: system setup, automation, integrations, testing, training, and launch.

I am ready to discuss your current business processes and propose a solution architecture. Expand

Budget: 1500 EUR Deadline: 30 days

Ilya, greetings! The task is clear. My experience in companies like Genesis and Ajax Systems is primarily about building systems that withstand rapid scaling and free the owner from micromanagement. I do not just implement software, but create an autonomous infrastructure for your business that will combine accounting, mobile workspaces for employees, and automation of calculations. Briefly by the numbers: • Timeline: 3–5 weeks to full launch with team training. • Cost: starting from $1,500 (final after clarifying the scope of automation and integrations with accounting). • Result: A fully operational "turnkey" system with post-release support. I will take on all the complexity of implementation and training so that you can focus on business development, not operations. Message me privately — I will send an example of how the system will change your daily work.

Budget: 100 EUR Deadline: 1 day

Hello! I am interested in your project for implementing a CRM and automating operational processes.

I have experience in developing turnkey CRM systems for teams of 15-50 employees with subsequent scaling and financial automation.

I propose to implement a custom CRM with the possibility of phased development: web version (React + Node.js / NestJS), followed by a transition to a desktop version (Electron), mobile applications for employees on React Native (iOS / Android).

Functionality: unified client and inquiry accounting, task cards with parameters, costs, and statuses, employee workload calendar, automatic task distribution, mobile executor's cabinet, automation of calculations and accruals, accounting for employee payments, invoicing and payment control, KPI reports, integration with iDoklad / Pohoda (if needed).

What is included in the work: architecture design, development and testing, automation setup, integration with accounting services, employee training, post-launch support.

I am ready to discuss the details and propose a phased implementation plan. Expand

Budget: 700 EUR Deadline: 14 days

Hello, Ilya!
You do not just have processes for CRM; here is a complete list of requirements for an ERP system.
I would recommend Odoo or Zoho. Odoo is much better suited to the requirements for scaling and further integrations.

Zoho can be implemented faster, but the integrations are not as "smooth."

I have experience implementing CRM systems for companies of various sizes.

I have implemented:
- CRM implementation "from scratch"
- audit and restructuring of existing processes
- setting up customer cards and tasks
- automation of task distribution
- calendar planning for employee workload
- setting up automatic cost calculations
- employee payroll system
- invoicing and payment control
- building management reports (KPI, workload, finance)
- team training and post-launch support

I work systematically: first describing processes → logic → architecture → only then technical implementation.

Implementation timelines

Stage 1. Audit and process design - 1-2 weeks
Stage 2. CRM and automation setup - 3-5 weeks
Stage 3. Testing and team training - 1-2 weeks

Total duration: 6-8 weeks (depends on the complexity of financial logic and integrations; it also depends on our collaboration, as I need to gather basic information from you).

I will be able to determine the cost after describing all the requirements to assess how many hours are needed for implementation (currently, they are superficial).

Audit of current processes
Designing CRM logic for the business
Setting up the structure:
- clients
- tasks
- calendar
- statuses
- roles and access rights
Automation:
- task distribution
- triggers
- calculations
- reminders
Financial block:
- invoices
- payment control
- basic management reports
Integrations (via API, if needed)
Team training
Support during the stabilization period Expand

Budget: 500 EUR Deadline: 14 days

Good day!
I would like to draw your attention to the Planfix system (planfix.ua) — it is a powerful CRM and business automation platform that operates on the principle of a constructor. It allows you to create highly customizable solutions tailored to the specifics of your business — from a simple CRM for processing applications to a full-fledged operational system for the company that automates both sales and internal processes.

Planfix combines communication, tasks, customer database, finances, document flow, and analytics in one environment.
Among the main advantages:

- Flexibility — the system adapts to the company's processes, not the other way around;

- Integrations — with social networks, messengers, websites, payment and accounting services;

- Scalability — solutions can be developed gradually, adding new features without data loss.

I have been a certified business partner of Planfix for over 6 years and work exclusively with this system. Due to my narrow specialization, I have deep expertise, extensive practical experience, and dozens of implemented cases in various niches — from online stores and clinics to educational projects and service companies.
Regarding your technical specifications - everything can be implemented in Planfix, and after implementation, I conduct training for employees. If you are interested in exploring how Planfix can specifically help your business — I would be happy to discuss the details and offer an optimal solution. Expand

Budget: 100 EUR Deadline: 1 day

✋ Hello! We are the IT company dZENcode.

We implement CRM with business processes, a calendar, task distribution, a mobile interface for the executor, billing, and reports, with integration of iDoklad/Pohoda through API, relying on the team's experience, best practices, and our own developments.

Which MVP modules are a priority: inquiries, planning, billing, reports?
Are there access credentials for the iDoklad/Pohoda API and a list of necessary integrations?

You can find detailed information about our services and rates on our website: Freelancehunt.
Take a look – we will discuss the details of the work further, write when you are ready.

The final cost is determined only after clarifying the scope and requirements.

___________________
Sincerely,
Manager of dZENcode

Our strengths:
💎 10+ years providing IT services: Outsourcing, Outstaffing
🔥 90+ in-house specialists
🚀 Projects "from scratch" and for support
⚙️ SLA and post-production support
✅ Contract with the company, guaranteed results!
🔥 250+ public reviews since 2015. Expand

Budget: 184 EUR Deadline: 1 day

Hello, Mr. Ilya!
I suggest considering the construction of the digital architecture iCOLOR for your business.

1. Platform: OneBox OS.
Why: This is an operating system for business that allows you to start with a Data Rate (unlimited users for your staff of 30 people). In the future, it is possible to switch to fixed licenses for savings with large data volumes.

2. Experience:
I have experience in deploying systems for companies with field tasks, automating complex payroll calculations, and management reporting. There is a mobile application OneBox OS on Android/iOS with the ability to adapt interfaces and simplify them for fieldwork.

3. Terms:
Deployment of the basic "Skeleton" of the system — 3 working days.

4. Cost:
iCOLOR Beta package — $167 (includes basic architecture + 1 license (workplace) for 6 months).
However, you can remain on the data rate with unlimited users; in this case, you pay additionally for system maintenance according to the data you accumulate.
For comparison: the net rental of an empty cloud for this period — $174.
Details about system rental here: https://icoloronebox.org.ua/kupyty-litsenziiu-onebox/

5. What is included in the work:
- Deployment of the "Skeleton" architecture (Orders, Warehouse, Finance) based on ready-made templates, as I see it, and without any modifications.
- Setting up task cards and logic for distribution among performers.
- Access to the mobile application for the entire team.
- Basic training on working with the system tools through a ready-made KNOWLEDGE BASE.

Additionally (Czech Republic):
There are currently no ready modules for integration with iDoklad / Pohoda services. If the services have open APIs — the implementation of integration is discussed as a separate stage. It is necessary to clearly understand your needs to assess the scale and possibilities of integration.

Next step:
Please provide the Company Name and phone number that will be used to register your OneBox.
I will register the system and provide you with access with limited rights so that you can try the logic of the "Skeleton" in action before payment.

If necessary, the basic system can be modified according to the models discussed here: https://icoloronebox.org.ua/onebox-implementation-packages/ Expand

Budget: 10000 EUR Deadline: 30 days

Hello!

I will create a modern custom CRM system and process automation for your company with field employees, turnkey on Laravel + Vue.js: client management, tasks, outings, routing, calendars, mobile access for field workers, automatic notifications, status system, and analytics.

Instead of ready-made solutions (Bitrix24, AmoCRM, etc.), our stack Laravel + Vue.js is significantly better: full control of data on your server, deep customization for the specifics of the field business, higher speed of operation, lower maintenance costs, and no monthly payments.

We have extensive experience in developing web interfaces and design, so you will receive a convenient, fast, and effective system tailored to your processes.

Please write in private messages for detailed discussion about the project and to provide information regarding the timeline and cost of such a project!

Best regards, Mykola Expand

Budget: 750 EUR Deadline: 10 days

Hello. I am interested in your project for implementing CRM and automating processes in your company. I propose to implement it on a platform that allows easy integration with various services, such as iDoklad and Pohoda. I have experience in setting up CRM for teams with different functions, including task management and automating financial processes. I am ready to provide a comprehensive "turnkey" solution with the possibility of further scaling. Among the main stages of work, the development of a customer and contact accounting system, setting up tasks, calendars, and a robust mobile interface is planned. The project implementation period is approximately 10 days, taking into account system testing. Please leave information about your preferences regarding the platform and the work process.

Budget: 900 EUR Deadline: 30 days

Hello! I have a clear vision for your project using the Airtable + Make + iDoklad stack.
For employees: I will create a simple mobile interface (Softr) where performers can close tasks in 2 clicks.
For finance: I will set up automatic salary calculations and instant invoice generation in iDoklad via API upon task completion.
For you: A dashboard with real-time analytics for 30 employees.

Budget: 100 EUR Deadline: 30 days

Hello!
I can develop a CRM based on all your wishes and ideas!
The development includes:
✅ CMS/admin panel — content management without a programmer
✅ For mobile and PC – correct display on all screens
✅ Speed — basic caching and media optimization
✅ Domain/hosting — I will help you choose and set up
✅ Training – a brief instruction on how to work with the site
✅ Development on Laravel or Python (choice for those planning scaling and unlimited growth)

There are similar projects for your task on both Laravel and Python, you can choose someone as a basis, the price will depend on the number of modifications for you. The price starts from $1000.
If developed from scratch for you, it starts from $4000.

Let's discuss the details in private messages😉 Expand

Budget: 100 EUR Deadline: 1 day

Hello. I am ready to complete your project after agreeing in private messages. The final deadlines and price will be determined after the agreement. I can also offer technical support and assistance in the future.