Internal CRM for the company

Good day.

20 years of experience in development and automation.
Also experience in developing CRM/ERP systems.

The basic version is 15 thousand UAH turnkey.

Please specify what structure is needed in the CRM, what reports to generate, etc.?
How many of which triggers to process?
… I can also add any integration to the system later.

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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, client 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.
If you are interested in considering how Planfix can help your business specifically — I would be happy to discuss the details and offer an optimal solution.

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Hello, I will create a complete sales funnel.
Website
From which they transition to the chat
Chat bot
Free consultation
Transfer to CRM to the manager
Smart mailing for warming up and repeat sales

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Great, for this project I have prepared a **short, concise application in Ukrainian focusing specifically on CRM and automation**, so that you look relevant even alongside experienced performers 👌
You can copy it directly:

---

Hello!
I am interested in creating an internal CRM for the sales department.

I have practical experience in building CRM solutions based on **Airtable** and **Google Sheets**, setting up automations through **Make**, as well as integrating with notifications in **Telegram**. I can structure the sales funnel, the logic of statuses, automatic data updates, and reports for the team.
… I am ready to discuss the details and propose a convenient structure for your tasks.

Best regards,
Kateryna

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Hello!
I propose to organize the system as follows:
- Airtable will be the main workspace for managers.
- Google Sheets will be used purely as an archive and dashboard for the manager, to bypass Airtable's limitations on the number of records and reporting.
- I will set up Make as a "filter" to avoid wasting operations on unnecessary actions, focusing only on successful deals and new applications.
- I will create a bot in Telegram that will instantly notify the department about new applications or successful payments.
Write to me, I am ready to discuss the details and start working.

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Hello, Alena!
I can organize a single internal CRM for the sales departments based on Airtable, Google Sheets, Make, and Telegram with process automation and notifications.

What I can do:

1. Set up the CRM structure in Airtable and data synchronization for the sales departments;
2. Implement automations in Make for updating statuses, transferring data to Google Sheets, and generating reports;
3. Set up Telegram notifications for key events and changes in the CRM.

… I would be happy to discuss the details to propose the optimal solution.

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Good day
I can create a CRM system for your sales department according to your requirements, using Make for automations, Airtable as the base (thanks to its internal automations, we can save operations in Make), and automatic report generation in Google Sheets, as well as connect Telegram for notifications.
I have experience in setting up custom CRMs in Airtable.
I can provide the exact timeline and cost after the full technical specification is announced.
Feel free to reach out.

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Hello.

We are ready to take on the project and address the task comprehensively, rather than just piecing together tables. We have real experience in developing CRM systems from scratch, tailored specifically to the needs of a particular business, without templates and workarounds.

Our approach to the task:
— first, we analyze the sales logic, department roles, statuses, and control points
— we design the CRM structure based on real processes, not the other way around
— we build a unified system for the sales departments on Airtable as the database
— we set up automations through Make
… — we create clear reports in Google Sheets for management
— we connect Telegram notifications for key events and statuses

Result:
— a unified internal CRM without chaos
— a transparent funnel and control of each stage
— minimal manual work
— a system that can scale with the business

We work based on business logic, not tools.

We are ready to show examples of similar solutions and propose an optimal architecture for your tasks.

Feel free to message us, we will discuss everything in detail.

P.S. The deadlines mentioned are approximate, as they will depend on many factors, so we will discuss them personally.

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Hello! I am interested in your project. I have experience in developing similar automation systems and I am ready to organize a unified CRM for your sales departments.

What I offer:

Logic in Airtable: I will set up a database with the correct relationships between tables (Clients, Deals, Managers) to avoid chaos.

Automation in Make: I will set up scenarios for data transfer, creating notifications in Telegram, and synchronization with reports in Google Sheets. I will optimize the number of operations to make the most efficient use of the free plan.

Experience with APIs: I work fluently with Make and n8n, and I can integrate third-party services and AI for data processing (if needed in the future).
…
My technical cases:

Sales Copilot: Automation of lead collection and classification through AI.

SEO/Marketing Automation: Building complex data exchange chains between APIs of different services.

CRM systems: Development of database architecture in Google Sheets and Airtable with automatic reports.

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Hello!
I can help organize a unified internal CRM for the sales departments on Airtable + Google Sheets + Make + Telegram.

My stack (Python) and relevant experience:
• Python 3.11–3.13, FastAPI / Django (if a custom API layer or complex logic is needed)
• Integrations and automations: Airtable API, Google Sheets API, Telegram Bot API
• Background tasks/processes: Celery / Redis (if needed)
• Data and analytics: PostgreSQL, ETL/reporting, data quality control (deduplication, validation)
• Experience in building CRM processes: funnel, SLA, lead distribution, notifications, roles
…
How I see the implementation:
1. Design the structure of Airtable (Leads/Deals/Contacts/Companies/Tasks/Reasons for loss)
2. Set up Make scenarios for events + Telegram notifications (new leads, overdue tasks, stage changes, daily digests)
3. Create reports in Google Sheets (funnel, conversions, manager performance)
4. If free limits become a bottleneck — add a Python service for deduplication/distribution/aggregation and reduce the load on Make.

I am ready to quickly assess the scope and propose an MVP structure.
If there is a brief description of the sales departments and stages of the funnel — I will immediately draft a table model and a list of automations.

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Good day. I specialize in CRM, dashboards, databases, and web services for processing, accounting, and analytics. Convenient and modern design. Development is fully turnkey. Laravel 12.

Integration with artificial intelligence and other automations can be implemented. CRM is my main focus, so I can offer many interesting options.

Feel free to reach out.

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