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CRM feature discussion and setup for two person startup

$30-250 USD

Completed
Posted almost 3 years ago

$30-250 USD

Paid on delivery
I have a startup company. We offer sales/marketing/linkedin targeted commission only and other programs for companies looking to scale up. What I need: - someone who is very experienced in CRM platforms to give advice and assist in setup - I have been looking at PipeDrive and Zoho - plan to integrate [login to view URL], SalesQL, other platforms like Zoom and Loom for video Deliverables: 1. review of features in Zoho and Pipedrive open to other CRM's with similar feature set 2. once a decision is made on which CRM I will need the selected CRM configured 3. additional connections will be needed for other tools Note: There may be opportunities for additional work if the project goes well.
Project ID: 30658333

About the project

15 proposals
Remote project
Active 3 yrs ago

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I am an expert /consultant at different CRM like Pipedrive, Pipeline pro, Gohighlevel and Leadcarrot. I can definately help train you or assist you in selecting the most befitting CRM for your company by 1 on 1 call support. Here is a video of how I built a snapshot for one of my client from scratch and demonstrated him the entire back and front-end of how it works. [login to view URL] Video testimonial from client [login to view URL] I am working as Automation expert/consultant for many years. Services I offer for different CRM's like Pipedrive ✓✓ Building any type of funnel and snapshot ✓✓ Automating Prospecting ✓✓ Automating Onboarding Processes ✓✓ Fully Automate Digital Agency Services ✓✓ Fully Automate Any Business Processes ✓✓ Setting up campaign ✓✓ Setting up Sales Pipeline ✓✓ Tagging ✓✓ Setting Up Templates ✓✓ Setting up Calendars and appointments ✓✓ Facebook lead ads integration ✓✓ Setting up Mailgun, SMTP, Different Email serivces and Twilio ✓✓ Setting Up Custom Fields and Values ✓✓ Connecting Custom Domain ✓✓ Call tracking ✓✓ Setting Up Reporting ✓✓ Creating, Importing and Exporting Snapshots ✓✓ Building landing pages, ✓✓ Developing websites ✓✓ Developing membership sites ✓✓ Integrating with any other 3rd party softwares
$140 USD in 7 days
5.0 (1 review)
2.4
2.4
15 freelancers are bidding on average $212 USD for this job
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Hello I have worked on both the apis I can do this for you let’s connect To discuss more on the same
$250 USD in 7 days
5.0 (8 reviews)
3.5
3.5
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-previous experience in such topics; -eager to discuss a lot in this chat stream; -degree stats - maths;
$240 USD in 4 days
1.0 (7 reviews)
3.5
3.5
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Howdy, I have experience setting up and using Copper, Zendesk, and Hubspot, and also heard a lot of good comments on Pipedrive, it looks like the integrations you're looking for are pretty standard. I can also help you out designing your 'customer journey' or pipeline , help you with scripts, landing pages, google Adwords, Facebook Marketing, Mailchimp, Just Call ( in case you plan to coldcall), etc. Also have resources in mexico such as data scrappers , and native english speaking callers/customer support agents. Can I ask you which niche are you targeting? I'm also open to hop into a call or chat in order to see if this could be a good fit Best Regards. Carlos
$200 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello, Good day. I am expert developer with huge experiences on CRM automation or cart flowe by zapier, pipedrive, vtiger, suger for the last 6 years.
$195 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I have worked as a Senior Sales Ops in a faster growing startup. I have setup Zoho products like crm, salesiq, desk etc. and will be happy to do it for you. Plus on top of that will be happy to discuss with you on your strategies.
$222 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hi my name is Kevin and i am here to tell you that we have a CRM software that will answer all of your queries and according to my vast knowledge working with it i know it will perfectly work for your company both in sales activities and in lead management . This CRM is known as Pipeliner CRM that is sales enabled and is easy to integrate with other software like Gmail and Hotmail it also allows for bulk marketing through mail and is very easy to store information of a company or and individual as prospects. This CRM will assist through reports administrative or user duties for manager and sales personnel. It is very simple to create prospects, tasks, appointments, reports, accounts contacts and so fourth. For more information and assistance on configuration to your company kindly give me a call on +254781464221 or write to me (kevinotieno748@gmail.c) to get Started on set up. Thank you as i look forward to hear from you.
$140 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello, I am highly qualified for this project. As an experienced Hubspot and Salesforce professional and certified Hubspot Solutions Partner, I have custom configured and administered email campaigns, Marketing automation & CRM systems multiple times, while also building out company processes, recruiting and leading the staff. I am sure that I can help organize your contact records and utilize a combination of tools and processes to develop an efficient and effective lead flow system. I have over 20 years of experience as a client-facing business professional in the tech space, with deep hands-on operational experience implementing numerous Sales, CRM, Marketing Automation, CS and other tools. Some highlights of my background below: -Director of Customer Success -Senior Manager, Inside Sales -Managed numerous client-facing projects -MBA -BSME -PMP (Project Management Professional) Certified If you would give me the opportunity to have a discussion and review my qualifications, I am sure you will agree! Thank you, Michael R
$250 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, I am a Business Analyst with 15 years of experience in corporates and startups. I can develop Functional Requirement Document (FRD) for your CRM application by carrying out market resarch, process analysis, product benchmarking and customer life cycle & touchpoint analysis. Please review my profile to see sample works. Ping me to discuss in detail. Looking forward to work with you.
$200 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Ladson, United States
5.0
7
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Member since Jul 11, 2017

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