Implementation of the CRM system KeepinCRM
Project Goal: Automation of business processes for a furniture manufacturing company, focusing on warehouse processes and sales management through KeepinCRM.
Main Tasks:
- Setting up interfaces in KeepinCRM:
- Creation and configuration of interfaces for raw material warehouse and finished goods warehouse in KeepinCRM.
- Displaying balances, keeping track of product 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:
- Setting up sales stages in KeepinCRM, including initial contact, commercial proposals, negotiations, and closing deals.
- Visualization and monitoring of sales at each stage through built-in CRM features.
- Reporting setup:
- Automated creation of financial reports through KeepinCRM:
- Balance.
- Financial results.
- Cash flow.
- Dashboard setup for management with up-to-date information.
- Automated creation of financial reports through KeepinCRM:
Execution deadlines:
1.5 – 2 months
-
60 days334 USD
338 60 days334 USD
Hello! My team and I specialize in automating business processes and integrating CRM systems. I am ready to help you automate the business processes of your company, which is engaged in furniture manufacturing, with a focus on warehouse processes and sales management through KeepinCRM.
-
1 day22 USD
670 4 0 1 day22 USD
Good day!
I have over 8 years of experience in implementing CRM systems tailored to business specifics and process automation. I am an official partner of leading CRM platforms, including KeepinCRM.
Your request is clear and understandable. I can implement all the tasks mentioned in the project, including:
- Setting up interfaces for raw materials and finished products.
- Automating key business processes, including warehouse operations and production management.
- Integrating with 1C for data synchronization.
- Setting up sales funnels, reporting, and dashboards.
…
I suggest a short call to clarify project details, discuss timelines, and assess the cost of work. Please message me privately, and we can agree on a convenient time!
-
123 days27 USD
842 2 0 123 days27 USD
Sergiy, greetings!
I am glad to respond to your request.
We have reviewed your requirements and will be happy to assist in implementing KeepinCRM. We have been working with this system for about three years.
We will ensure that your requirements are met in the system, teach you how to use it, and provide technical support after the project is completed.
Here is the portfolio:
…
Freelancehunt
One of the latest projects implemented on KeepinCRM: https://freelancehunt.com/showcase/work/vprovadzhennya-keepincrm-dlya-tovarnogo-biznesu/1890722.html
I invite you to join the chat to discuss the project details.
-
1 day13 USD
321 2 0 1 day13 USD
ready to work on your project.
I have experience with projects on keepincrm.
certified integrator, freelancer.
-
45 days27 USD
444 2 0 45 days27 USD
Hello, Serhiy!
Your project for implementing KeepinCRM for the furniture business looks really interesting and ambitious! I have experience working with KeepinCRM, and I know how to turn this system into a powerful tool for automating and controlling your production, warehouses, and sales.
✨ What I propose:
- Warehouses under control: convenient accounting of stocks, movement of raw materials and products – all in one system.
- Sales like clockwork: I will set up the sales funnel so that no client gets lost, and every deal ends successfully. Automation is a must-have.
- Integration with 1C: data synchronization for accounting, reporting, and document flow.
… - Reports and dashboards: we will provide management with all the relevant information for making quick and correct decisions.
I fully understand your goals and am ready to help implement them within the specified deadlines. Contact me to discuss the details – your business will get a powerful boost forward! 🚀
Message me privately to discuss the details of cooperation and the project budget! 😉
Current freelance projects in the category Client Management & CRM
Transfer the Leads database from keycrm to keepincrmTransfer the lead database from keycrm to keepincrm and set up the integrators (telephony, Apex drive for Facebook advertising). There is a working system with KeyCRM, the task is to transfer the lead database to the already configured KeepinCRM system. We are ready to provide… Client Management & CRM ∙ 1 day 1 hour back ∙ 16 proposals |
Launching an online programming and IT school for children: website, platform, CRM, and automation
29 USD
Need help launching an online programming and IT school for children and teenagers in Germany. We already have an offline programming school for children, experience conducting classes, the first online groups, and an understanding of the product. Now we need to properly… Tuition, Client Management & CRM ∙ 1 day 17 hours back ∙ 19 proposals |
Need an expert in WhatsApp and Instagram to reduce account bans.
200 USD
We are looking for a specialist with practical experience working with WhatsApp and Instagram for a business with a high volume of incoming messages. We have a company that actively uses WhatsApp and Instagram to communicate with clients. We regularly face account blocks,… Consulting, Client Management & CRM ∙ 5 days back ∙ 5 proposals |
CRM integrator for setting up and controlling the transfer of leads from advertising to KeepinCRMDescription of the task: We are looking for a specialist in integrations for ongoing collaboration on our advertising projects. We have several contractors launching ads (Meta Ads, Google Ads) on websites and lead forms. It is necessary to set up and monitor the correct… Lead Generation & Sales, Client Management & CRM ∙ 6 days 20 hours back ∙ 23 proposals |
WABA setup with integration into SendPulse
Previously, the WhatsApp business account was connected through a Polish FOP, and the system was functioning correctly. Currently, the Polish FOP is unavailable, so reconnection and setup of WABA through a Ukrainian FOP is required. The current account is deactivated, and… Enterprise Resource Planning (ERP), Client Management & CRM ∙ 9 days 19 hours back ∙ 9 proposals |
Kyiv