Client Management & CRM

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Certificate of Partner Bitrix24

Client Management & CRM

john_wik
379 USD
System of Control and Control of Equipment

Client Management & CRM

Cabinet of equipment and technology management, receipt of data from modules on the technical state of the technique and its location, also implemented several analytical reports according to the wish of the customer

Ghavatari
CRM for the Service Center

Client Management & CRM

CRM development for one of the service centers of Kiev. Full functional: from differentiating rights to changing general CRM settings

#crm #ajax #css #html #javascript #jquery #web #web developer #php #mysqli #programming

good_in_i
CRM system for a logistics company with Wialon integration

Client Management & CRM

Job Description

Developed a CRM system for a logistics company that allows monitoring the work of freight trucks, tracking routes, and analyzing data about trips.

… The system is integrated with Wialon API, which allows obtaining information about vehicles, mileage, fuel consumption, and routes directly in the CRM.

The CRM helps automate fleet management and significantly simplifies the work of dispatchers and managers of the company.

Main Functionality

• user authorization and roles
• management of drivers and vehicles
• integration with Wialon API
• display of trips and routes
• statistics on mileage and fuel consumption
• report generation
• export reports to Excel
• administrative panel

The system allows real-time monitoring of transport and optimizing the logistics operations of the company.
Technology Stack

Nuxt 3, Vue 3, Node.js, NestJS, PostgreSQL, Prisma ORM, Wialon API, Docker, Nginx.

Dmitry_kazemi
2227 USD
CRM for electric vehicle importer "4Wheels" — automation, API

Client Management & CRM

Company “4Kolesa” — importer of electric vehicles from China. Has a network of 10 branches, own service station, detailing zones, salons, and the first franchise.

Tasks:
1. Launch CRM and IP telephony from scratch;
… 2. Automate call processing, customer records, service;
3. Build a unified management system for sales, warehouse, service.

What has been implemented:
• Selection and implementation of CRM + IP Telephony;
• Connected 3mob — for call quality control and analytics;
• Automatic creation of leads from calls (incoming, missed);
• Built 3 separate funnels: car sales, service, detailing;
• Configured printed forms, adapted cards to business specifics;
• Implemented non-standard scenarios via API;
• Conducted integrations: PrivatBank, Monobank, CheckBox;
• Use of the "Warehouse" module — for accounting and movement of cars/products;
• Conducted training for managers, salespeople, and service station staff.

Result:
The company has completely abandoned Excel. All processes — in a single system: from the first call to customer service. A reliable foundation has been prepared for franchise scaling.

Duration: ~3 months
Format: Ongoing support

youkeep
1000 USD
GoHighLevel Implementation

Client Management & CRM

- description of business processes
- funnels, fields settings
- connection/setting up social networks, messengers, advertising cabinets
- automation settings
… - end-to-end analytics settings

timus1900
33 USD
CRM system for automating beauty salon management

Client Management & CRM

This CRM system is designed to automate the work of a beauty salon administrator and simplify the processes of managing the client base. The system provides functionality for automatic client addition with the ability to edit data, making it as convenient and efficient as possible.

All data is stored in the "Archive" table, which serves as the basis for analyzing key performance indicators using Looker Studio. The system allows tracking:

… Employee salaries.
Client attendance.
Client retention.
Total number of clients.
Salon income.
This CRM not only automates routine tasks but also provides salon owners with powerful analytical tools for assessing and improving salon operations. With its help, informed decisions can be made to increase revenue and enhance service levels.

apogaming
Growth contour CRM

Client Management & CRM

Free open source CRM system.
Features:
1. Communication with customers via viber and telegram bots.
2. Collection of orders from websites.
… 3. Collection of leads from websites.
4. List of all customers.
5. List of tasks for managers.
CRM is still in the development and testing stage.

Motchanyy
115 USD
Pre-project audit: what it is and why it is important before implementation

Client Management & CRM

Pre-project audit is a set of activities aimed at a detailed study of the current state of the business, its processes, and infrastructure before the implementation of a CRM system.

The main goal of the pre-project audit is to identify the needs and problems of the company, determine the key aspects that need to be considered when configuring the CRM, and develop an optimal implementation plan.

… Main stages of the pre-project audit
1. Analysis of current business processes
1.1. Identification and documentation of all business processes related to sales, marketing, customer service, and other areas.
1.2. Determination of customer interaction points and internal operations.

2. Assessment of IT infrastructure
2.1. Analysis of existing systems and technologies used in the company.
2.2. Determination of integration possibilities of current systems with the new CRM.

3. Requirements gathering
3.1. Conducting interviews and surveys of key employees to understand their needs and expectations from the CRM system.
3.2. Definition of functional and non-functional requirements for the system.

4. Data analysis
4.1. Assessment of the quality and structure of current data stored in various systems.
4.2. Determination of the volume of data that needs to be migrated to the CRM.

5. Risks and opportunities
5.1. Identification of potential risks and problems that may arise during implementation.
5.2. Determination of opportunities for improving business processes with the help of CRM.

Why is the pre-project audit so important?

Understanding the current state of the business
1.1. The pre-project audit allows for a complete understanding of current business processes, identifying their strengths and weaknesses.
1.2. This helps to develop more accurate requirements for the new system and avoid mistakes during implementation.

Defining requirements
2.1. Without a clear understanding of the company's requirements for the CRM system, there is a high risk of choosing the wrong solution or configuring a system that will not meet business needs.

Risk reduction
3.1. The audit helps to identify potential risks, such as incompatibility with existing systems, data migration issues, or resistance from employees.
3.2. This allows for the advance development of strategies to minimize these risks.

Effective resource utilization
4.1. The pre-project audit allows for more accurate planning of the budget and resources needed for CRM implementation.
4.2. This helps to avoid overspending of funds and time.

Increasing implementation efficiency
5.1. The implementation plan prepared based on the audit results allows for more effective project management.
5.2. Reducing implementation timelines and ensuring the achievement of set goals.

Training and adaptation of employees
6.1. Analyzing employee needs and their readiness for change allows for the development of more effective training and support programs.
6.2. This contributes to a quick and successful transition to the new system.

Conclusion
The pre-project audit is a critically important stage in preparing for the implementation of a CRM system. It allows for a deep understanding of the company's current processes, defining precise requirements, and minimizing risks, which ultimately leads to successful CRM implementation and improvement of business processes. Ignoring this stage can lead to significant problems and costs in the future, so its execution is an integral part of any CRM implementation project.

Questions to be discussed during the pre-project audit are attached in the file at the link
https://docs.google.com/spreadsheets/d/1F7hBmkeFRmLYXxxP-ec-HILN-XBZMZO4q3HJTP2M9Y8/edit?gid=316123784

The pre-project audit includes:
1. First meeting (1-2 hours)
2. Analysis of the received requirements and writing the implementation plan (2-4 hours)
3. Second meeting (1-2 hours). Presentation of the implementation plan: work plan, timelines, costs, answers to all questions regarding implementation, budget approval, and project start date. Presentation of the prototype for your niche (if necessary)

Costs 100 EUR = 110 USD = 4500 UAH

GS8888
1146 USD
150 questions before implementing CRM

Client Management & CRM

Do you want to implement a CRM system that meets the needs of your business and delivers real results? As a professional freelancer with many years of experience in CRM system implementation, I will help you achieve your goal. To do this effectively, it is important to get comprehensive answers before starting work.

Why is this important?
Every business is unique, and standard solutions often do not produce the desired effect. To configure a CRM system that is perfect for you, it is necessary to consider many factors, such as the structure of your company, business processes, reporting requirements, integrations with other systems, and much more. That's why I have developed a detailed table of 150 questions that will help identify all the key points and features of your business.
…
What do these questions include?

1. Analysis of current business processes:
1.1. Which processes require automation?
1.2. Which departments will use the CRM system?
1.3. What is the structure of interactions between departments?

2. Defining functional requirements:
2.1. Which CRM system functions are a priority?
2.2. What integrations with other systems are necessary?
2.3. What are the requirements for reporting and analytics?

3. User and administrator rights:
3.1. How are roles and access rights distributed?
3.2. What data should be available to different user levels?

4. Technical details and integrations:
4.1. Which systems are already in use in the company?
4.2. What are the integration requirements with existing systems?
4.3. Is there a need for a mobile version of CRM?

Benefits of working with me:
1. Individual approach: Each CRM system is tailored to the unique needs of your business.
2. Experience and professionalism: 30 cases and 4 years of successful CRM system implementation experience.
3. Time and cost savings: Proper configuration from the first time helps avoid many errors and rework.

How does it work?
1. Preliminary consultation: We discuss your business and your expectations from the CRM system.
2. Filling out the question table: Together, we fill out the table of 150 questions, which helps us determine all the necessary parameters for configuration.
3. Analysis and plan development: Based on your answers, I develop a detailed plan for CRM system implementation.
4. Implementation and configuration: I set up the CRM system according to the developed plan.
5. Testing: I conduct all necessary tests of the configured CRM system and all integrations. If errors are found, I correct them immediately. Only after successful testing, I present the CRM system to the client.
6. Training: I record training videos for all employees and managers. I conduct training for your employees and managers.
7. Adaptation: All employees start working in the CRM system. I observe how and who works, find errors, and suggest how to eliminate errors in managers' work. I provide additional weekly training on all unclear issues related to working in the CRM system. I record additional training videos on emerging issues and add them to your internal knowledge base, which any employee can use.
8. Feedback and adjustments: During the adaptation stage, it is important to collect feedback from managers and make minor adjustments to the settings if necessary. Because it is simply impossible to predict all possible scenarios initially. We can usually predict 85-90%, but managers will tell us the remaining 10-15% themselves when working in the CRM system. Therefore, this is the most important stage of work, when it is necessary to check the system's operation in real work with clients. This stage of work should not be spared money and time.
9. Support: Providing technical support after the project is closed and successfully put into operation.

Ready to start?
If you want to receive professional consultation and implement a CRM system that will truly work for your business, contact me.

GS8888
CRM - system for school foreign language learning

Client Management & CRM

In the result of this project, we have developed a CRM system taking into account the needs of modern business. It helps to efficiently manage customer accounts, store their personal data, analyze data, automate payment processes and educational planning, as well as increase school productivity and attract new customers.

yuriiskylex
557 USD
Quick switch to another CRM

Client Management & CRM

Life-critical: How speed became a decisive factor
Client
"Pyrus M" - a well-known supplier of surgical material of high quality standard.
Task
… After the start of a full-scale war, the company approached us with a request to quickly select a CRM to switch from Bitrix24. This was due to the unwillingness to work with Russian software and the fear of data loss. Our task within this project was to efficiently allocate resources and migrate to the new platform as quickly as possible without data loss.
Result
First and foremost, the most important thing is to preserve the client base and interact with key clients. Secondly, minimizing downtime during crisis situations.
The economic impact can be calculated quite easily by knowing the average income of your company per day. Imagine if the company cannot operate for a week due to unforeseen circumstances...
What we did for this
We analyzed various CRM systems, identified their advantages and disadvantages, and most importantly, chose the optimal solution that aligns with the company's business processes.
We conducted a full export of information and database from the previous system, improved the client database to meet the requirements. This was a time-consuming process that once again emphasizes the importance of proper client database management from the very beginning.
We configured and adapted the new CRM, migrated the client database, set up a workspace for managers for effective client interaction, connected communication tools (telephony, messengers), and integrated with Nova Poshta.

CRM_Growth