Client Management & CRM

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500 USD
Integration of a beauty studio website with a CRM system

Client Management & CRM

Integration of company websites with CRM system

- setting up transaction/contact fields for transfer to the system from the site
- connecting a group of analytics fields in a deal
… - transferring transaction tags from the site to the CRM system
- duplicate control
- setting the deal to get to a certain stage of the funnel, depending on the completed form, which is on the site, in social networks

#Introduction #crm #amocrm
#Injection crm #Injectionamocrm #Integration

serjik_1206
550 USD
Integration of a number of company sites with the CRM system

Client Management & CRM

Integration of company websites with CRM system
- setting up transaction/contact fields for transfer to the system from the site
- connecting a group of analytics fields in a deal
- transferring transaction tags from the site to the CRM system
… - duplicate control
- setting the deal to hit a certain stage of the funnel, depending on the completed form that is on the site
- connecting chat to the system with subsequent binding to contacts/deals
- development and connection of a widget for the distribution of deals between managers, depending on several parameters

#Introduction #crm #amocrm
#Injection crm #Injectionamocrm #Integration

serjik_1206
550 USD
Integration of company websites with CRM system

Client Management & CRM

Integration of 5 company websites with the CRM system
- setting up transaction/contact fields for transfer to the system from the site
- connecting a group of analytics fields in a deal
- transferring transaction tags from the site to the CRM system
… - duplicate control
- setting the deal to hit a certain stage of the funnel, depending on the completed form that is on the site
- connecting chat to the system with subsequent binding to contacts/deals

#Introduction #crm #amocrm
#Injection crm #Injectionamocrm #Integration

serjik_1206
4464 USD
ERP system

Client Management & CRM

The ERP system is a comprehensive platform for business management that integrates finance, sales, inventory, and production into a single interface.

Key features:
- Dashboard with key KPIs: revenue, expenses, profit, balances
… - Analytics and charts — dynamics of revenue and expenses over time
- Order management — list of recent orders with statuses
- Sales by categories — visualization of sales structure (charts)
- Inventory accounting — product balances by warehouses
- Production module — control of production processes
- Finance and accounting — accounting of income, expenses, and profit
- CRM module — working with clients
- Flexible system settings
- Data search and filtering

dorosh
CRM for call centers and sales departments with advanced analytics

Client Management & CRM

A modern CRM system designed for the effective operation of call centers and sales teams. The platform integrates lead management, source tracking, call processing, and business processes into a single interface.

Key features:

… • Lead and source management with detailed statistics (available / processed / total number)
• Call tracking and monitoring of operator performance
• Integration with Facebook Ads for automatic lead collection
• Integration of IP telephony: calls, logging, and activity tracking
• 10+ reports, including real-time user monitoring
• Management of products and inventory (stock, orders, accounting)
• Flexible role and access rights system
• Employee shift scheduling
• Call history and user activity tracking
• Advanced filters, search, and data segmentation

The system provides complete control at all stages — from lead acquisition to deal closure, increasing transparency and team efficiency.

Suitable for call centers, e-commerce, lead generation, and service businesses.

Esoft
CRM automation - Invoice Collection Automation - ClickUp

Client Management & CRM

US-based construction services company managed over 5,000 invoices through Service Fusion — a legacy platform with limited customization and no built-in collection workflow.

THE PROBLEM
The accountant spent approximately 60 hours per month on manual work: transferring invoice data between systems, tracking due dates by memory, composing individual follow-up emails. Each email took 15 minutes — gathering information from multiple screens, cross-referencing job details, manually formatting messages. Critical limitation: Service Fusion stores invoices and clients in separate tables with no direct link. Staff traced connections through Jobs table, making systematic tracking nearly impossible.
…
THE SOLUTION

Three automations working together, preserving Service Fusion as source of truth:
• Unified Tracking: Estimates and invoices flow automatically into Smartsheet
• Collection System: 7 email templates by payment stage (-2 days, day 1, 7, 14, 31+). One click sends personalized follow-up with job name, address, invoice ID, amount
• Auto-Sync: Updates every 30 minutes. Paid invoices close related ClickUp tasks automatically
RESULTS
• 60 hours per month freed from manual work
• Follow-up time: 15 minutes → 1 click
• First-ever collection rate tracking capability
• Handles over 5,000 invoices without additional headcount
Timeline: 2.5 weeks (development and testing)

glivera
CRM sales automation. Design, development, and implementation.

Client Management & CRM

Development of a turnkey CRM system for receiving leads from various sources. I implement a CRM framework where leads, deals, funnels, and tasks work as a single process without losses between stages. Through integrations, connection and acquisition of leads from any sources: Olx, Telegram, Websites, Marketplaces, and other services.

I will provide more details and examples upon contact specifically to address your business task.

… #CRM, #ERP, #Automation, #funnel, #web-programming

JurecRichFL
Admin Panel / CRM Dashboard UI

Client Management & CRM

Prototype of secure admin panel and CRM dashboard for managing users, orders, payments, and analytics. Designed for SaaS and business platforms.

nikita_203
Executive Analytical Dashboard | Google Lookerstudio

Client Management & CRM

1. Work Context
The commercial director of WT faced a problem: reports were collected manually from various sources (CRM, advertising, Google Sheets), taking over an hour before each meeting. Data was often updated with delays, leading to management decisions being made based on incomplete information.

2. Task
… Automate the collection and visualization of data from all major channels.
Provide quick access to current metrics.
Simplify preparation for strategic and operational meetings.

3. Implementation
Integrated data from CRM, Google Sheets, Facebook Ads, Google Ads, and email marketing.
Developed a user-friendly dashboard in Looker Studio with the following sections:
Overall reach and distribution by channels.
Channel ranking by effectiveness.
Leads (overall, by days, by channel).
Deals and average check.
Cost per lead (CPL) and cost per deal (CPO).
Implemented interactive filters by periods and channels.
Configured automatic data updates.

4. Results
Preparation time for meetings reduced from over an hour to a few minutes.
The manager received a tool for daily real-time business monitoring.
Decision-making became more transparent and data-driven.
The ability to quickly identify weak channels and reallocate budget emerged.

5. Conclusions
The dashboard became a convenient "control center" for the commercial director, allowing time savings and keeping key marketing and sales performance indicators under control.

Link to the report and example of the PDF mailing to email
https://lookerstudio.google.com/u/6/reporting/991bb82e-a710-4fa5-9406-ab5d5d2119f3/page/VpyTF/edit

https://drive.google.com/file/d/1VQJMt1xlh1q7DMZInO42a4trpIHIMa8U/view?usp=sharing

CRM_Growth
Custom CRM Architecture & Development: Loewe Zaun (Germany)

Client Management & CRM

Description:
- Status: Completed Project (Fractional CTO / Lead PM).
- Goal: Developing a flexible, scalable custom CRM system for a German fence production and installation company.

… Key Solutions:
- Business Analysis: Deep dive into German manufacturing and installation processes to create a precise digital twin of the business.
- System Architecture: Designing database structures and module logic for order management, warehouse, and logistics control.
- Custom UI/UX: User-friendly interface tailored to the specific needs of German managers and technicians.
- Integrations: Seamless data exchange with local communication and financial tools.

Impact:
- Centralization: All client data and production stages are now unified in a single secure environment.
- Transparency: Management gained real-time control over deadlines and quality at every stage.
- Scalability: The system is ready for easy expansion to new branches and business lines.

#CRM #custom_software #FractionalCTO #architecture #automation #Germany #business_analysis #development #ERP #B2B

Raxkor_Group
Architecture & Custom CRM: Industrie-tore

Client Management & CRM

Description:
- Status: Completed Project (Fractional CTO / Architect).
- Goal: Creating a unified digital architecture and developing a custom CRM system for a German industrial door and equipment company.

… Key Solutions:
- Business Audit: Analyzing complex production, logistics, and installation chains to design a digital twin of business processes.
- Architectural Design: Building a unified data structure connecting sales, warehouse, and field installation teams.
- Custom CRM: Developing functionality for precise specification calculation, order management, and deadline control.
- Ecosystem Integration: Merging fragmented tools into a single secure IT infrastructure.

Impact: Complete elimination of data chaos, transparency at every order stage, and a scalable platform for business growth in the German market.

#architecture #CRM #automation #IndustrieTore #FractionalCTO #ERP #business_analysis #digital_transformation #IT_architect

Raxkor_Group
558 USD
Created a Glide Apps (CRM) application for tracking events

Client Management & CRM

Created an application on the Glide Apps platform for tracking events.

The events app was created for the catering fast food network in Poland, GastroStar. The app allowed real-time visibility of upcoming events in the network. The application helped the catering network optimize the advance organization of service events, which helped companies focus on production.

… Tasks that needed to be completed:
Counting the proximity of events (status changes over time);
Counting revenue from events;
Quick response to urgent events in the organization;
Accounting for event needs;
Rating of organizers we collaborate with;
Event affiliation to the organizer;
Quickly adding events on the GlideApps path;
Cancellation of low-rated events;
Optimization of staff recruitment for events;
Displaying events in different colors in the GlideApps calendar;
Pipeline of connections in events;

Event infographics; Event infographics;
Automatic creation of important events (grouping based on parameters).

jizu