Внедрение и настройка Zoho CRM
All good, work is done
Implement and properly configure Zoho CRM for sales automation and client management through the funnel.
CRM Setup
Create and adapt the sales funnel to the specifics of our Handyman services business.
Configure pipeline stages
Automate transitions between stages (triggers, reminders, notifications).
Connect analytics for manager oversight.
Integrations
Connect RingCentral telephony for incoming and outgoing calls with recording in the client card.
Integration with SMS service (via RingCentral).
Connect email (Gmail) for recording correspondence within the CRM.
Integration with Yelp for automatic submission and lead uploads.
Automation and Notifications
Set up reminders for follow-ups (calls, emails, meetings).
and other suggestions for automation
Reports and Analytics
Build custom reports on sales, leads, and application sources.
Data visualization in the executive dashboard.
Automatic report exports to email (daily/weekly).
The system must be user-friendly and fast for managers.
All communications (calls, emails, SMS, leads from Yelp) must be automatically recorded in the client card.
The sales funnel must be configured to eliminate lead loss at any stage.
Regular reports must be prepared for performance analysis.
The CRM must support scalability (adding new integrations, employees, funnels).
Budget: 400 USD Deadline: 21 days
Good day!
I am ready to set up Zoho CRM for your business: sales funnel, integrations (RingCentral, Gmail, SMS, Yelp), process automation, and reports with analytics.
Budget: 900 USD Deadline: 15 days
Dmi Dm, good day!
My name is Andriy, I represent the company Salesjam!
We specialize in automating business processes by implementing CRM and additional tools in business.
We have been working since 2018 and have successfully completed over 100 projects from scratch, and we are also an officially confirmed partner of ZOHO.
Before we start working on the project, we conduct a detailed analysis of your business processes, and as a result, you will receive a project roadmap that will allow you to see what you will get as a result.
After the project is completed, we definitely train the staff and management on how to work correctly in the CRM and can further support the project as technical support.
We are ready to conduct a demo presentation of the system's capabilities and also familiarize you with our project portfolio.
We are ready to assist with your request, so I suggest we arrange a meeting to discuss the details.
Budget: 800 USD Deadline: 30 days
Good day!
We are ready to take it on. The price is approximate, as there are still many variables that are not clear.
We can have a call - I will give a more accurate estimate.
We are looking for a specialist in Google Sheets to support the existing work tracking table and payroll calculation. The table has already been created and contains many formulas and interconnections between sheets. Currently, there are errors that need to be found and corrected. Requirements: analyze the structure of the table; find and fix errors in the formulas; restore the correct functioning of the table if necessary; explain the working principle so that we can independently make simple changes in the future; provide ongoing support for the table if possible. Experience with Google Apps Script will be an advantage if the table uses automation. Before starting work, I will provide access to the table and explain what the problem is.
Adding document photos via a Telegram bot. The connection to BAS should be implemented as an extension - without changing the configuration. Settings: 1. Log for setting which objects it will work with. An object can be a document or a directory. 2. User log of the bot. The log confirms bot users, links to BAS users (a bot user may not be a BAS user), default department 3. Access settings for storage on FTP 4. Settings for departments and directories on FTP for departments Registration 1. by phone number 2. Confirmation of registration in BAS (check the active box) Operating mode. Mode 1. 1. From the document, the "add photo" button is pressed. (the button for the user is pressed only once, and until the operation is completed in the bot, it is inactive for this or other documents) 2. The bot sends a message to the user "add a photo or document". 3. The user attaches a photo (one or several) and presses the "send" button in the bot (or cancel) 4. A message in Telegram about the success of the sending. 5. The photo is attached to the document in BAS. Mode 2. 1. Photos are added to the bot 1 or several 2. A "send" button appears (or cancel) 3. A message in Telegram about the success of the sending 4. File upload to the department's directory. The file name is formed as: 2026_06_24_Document_Telegramuser
Create a form with a button that, when clicked, prompts the user to specify where the USB drive is inserted. After the response, return the hardware identifier of the USB drive. All of this should work on a web client.
Looking for a specialist in business process automation. Need to conduct an audit of routine tasks (orders, reporting, spreadsheets, communication, control) and implement effective solutions. Requirements: experience with AI, Google Sheets/Apps Script, Telegram bots, CRM, integrations (Make, Zapier, n8n). Expectations: process audit; identification of bottlenecks; proposals and implementation of automation; minimization of manual work. The goal is to automate repetitive processes and free up the team's time for development.
We are an e-commerce company (cross-border sales on Amazon/Walmart). We are moving from Monday to ClickUp. The basic structure (Spaces, Task Lists) has already been set up, now we need an experienced specialist to "fine-tune" the system to our business processes and set up automations. What needs to be done: 1. Refinement: The team finds it inconvenient to work with standard cards, they need to be customized to our request. 2. Automation: Deduplication during import: we need to set up the import of reports (CSV) via Make/n8n or scripts. When uploading a new file, the system should automatically check for duplicates (for example, by order number) and update existing records instead of creating new ones. Interdepartmental triggers: set up chains: when IT changes the status of a task -> the next task automatically appears for logistics/sales. Telegram bot: Automatic task creation in ClickUp from messages in Telegram (with text attachment and link to the source). 3. Security and backups: Setting up automatic backup of the database (for example, in Google Sheets). Solutions for safe data handling to minimize the risk of "mass data corruption" and ensure quick rollback of changes (Audit Log/Backups). Candidate requirements: Experience with ClickUp API (specifically API, not just basic list creation). Practical skills in Make (Integromat) or n8n. Understanding of e-commerce logic (Amazon/Walmart) will be a big plus. What we expect in the response: Estimated timelines for auditing the existing system and initial setups and budget. We are looking for a reliable partner who understands our specifics and will help build a working system. We look forward to your proposals!