Implementation of the CRM system KeepinCRM
Project Goal: Automation of business processes for a manufacturing company, focusing on warehouse processes and sales management through KeepinCRM.
Main Tasks:
Configuration of interfaces in KeepinCRM:
- Creation and configuration of interfaces for raw material warehouse and finished goods warehouse in KeepinCRM.
- Display of balances, tracking of goods movement (receipts, transfers, write-offs, shipments).
Automation of business processes:
- Automation of key internal production processes through the functional capabilities of KeepinCRM.
- Optimization of the supply chain for raw materials and production of finished goods.
Integration with 1C:
- Partial integration of KeepinCRM with the 1C system for data synchronization (balances, invoices, waybills, documents).
Sales funnel:
- Configuration of sales stages in KeepinCRM, including initial contact, commercial proposals, negotiations, and contract signing.
- Visualization and monitoring of sales at each stage through built-in CRM features.
Reporting setup:
- Automated generation of financial reports through KeepinCRM:
- Balance sheet.
- Financial results.
- Cash flow.
- Dashboard setup for management with up-to-date information.
- Automated generation of financial reports through KeepinCRM:
Execution Terms:
The project must be completed within 20-30 days from the date of contract signing.
Special Requirements for the Freelancer:
- Experience in implementing CRM systems in manufacturing companies.
- Understanding of the specifics of manufacturing processes and inventory management.
- Ability to configure integration of KeepinCRM with 1C.
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25 days36 USD
403 25 days36 USD
Hello, Oleksandr!
My name is Andrii Zhurakivskyi, and I represent the company Salesjam — the official partner of Keep in and other leading CRM systems. We specialize in automating business processes and have been helping companies manage their operations more effectively with CRM solutions for over 6 years. During this time, we have successfully implemented more than 140 turnkey projects.
The project is done in phases:
0: requirements analysis, system selection, agreements.
1. Audit of business processes, drafting the project concept and scheme.
2. Configuration and integrations.
3. Commissioning, training.
… 4. Preparation of training materials.
5. Support (on an hourly basis).
We are ready to conduct an initial free consultation; shall we arrange a meeting to discuss the details?
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30 days1448 USD
586 6 1 1 30 days1448 USD
Good day
I have experience in implementing CRM since 2015, manufacturing is my profile!
I know how to implement all of this + two-way exchange with 1C, various balances, etc.
https://freelancehunt.com/showcase/work/vprovadzhennya-crm-ta-pobudova-strategiyi-na/1834190.html
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123 days27 USD
842 2 0 123 days27 USD
Hello, Oleksandr!
My name is Rostyslav. I am a representative of the Lviv IT marketing company Zrobleno Solutions. Our company has been implementing CRM systems, developing websites, and marketing for over three years.
Here are examples of our work:
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