Operations CRM Selection and Setup for Small Business
Бюджет $250-750 USD
Freelancer seeking assistant to select and setup a CRM system for a small business. Seeking software that "speaks" to several other systems and integrates well, so tasks will not be missed and client needs will be met. The CRM should integrate with secured client portals to allow for secured communications, payments, and document sharing.
Features needed include, but are not limited to:
-Lead management
-Contacts
-Calendar and scheduling
-Logs calls (if possible)
-E-sign
-Portal/secure document exchange (upload and download)
-Email management
-Onboarding
-Process workflows
21 фрилансеров(-а) готовы выполнить эту работу в среднем за $530
Hello Dear, I've read your project description and I can setup a CRM system for a small business as per your requirements. Let's have a quick discussion about the project. We have extensive experience in designing and Больше
Ready to make complete CRM for you including all the features as needed. Please note I have done vast number of CRM and are ready to do all as per needed with all features , One important thing regarding to communicati Больше
hey:) Hope you are doing good ... We are a top-notch Salesforce Certified Administrator and Developer."100% Job Success Score and TOP-RATED Freelancer" After a proper understanding of your requirement. I thought I Больше
Hi, Nice to meet you. I’m a senior web developer who are very confident in developing CRM using Laravel, CI,Yii PHP frameworks. Your task is very exciting because my ability is very suitable. I have rich experiences in Больше
Hi there, please share the detailed requirements of the design and color scheme preferences with the complete functional requriements? We are a team of professional developers having years of expertise over Php, Websit Больше
✋ Hi I have much experience in building ✔️CRM and ERP. I am a web & mobile developer with ⭐ 5 years ⭐ of experience. why don't u want to make your own custom CRM? I can provide you custom CRM. [login to view URL] Больше
How are you? I just noticed the project you posted and very interested in your requirements. I can give you the perfect result with my skills and dedication. I am a web expert having great experience in Software Archit Больше
Hey There I am Salesforce certified developer with more than 3 years of experience. I have developed various Salesforce functionalities in the past and can help you with your requirement. Certification : - Salesforce Больше
Hi. I am a website developer with 5+ years of experience in developing several kinds of website for business. specially expert in CRM. please check the following links. you can see my skill. [login to view URL] Больше
Hello dear, Good day, The best CRM you can use is Salesforce, and the next is Zoho CRM, both are having the capabilities you want, but in Salesforce it's more user friendly, highest customization range, you can litera Больше
Dear client. I have read your description carefully and very interesting in your project. I'm a passionate JavaScript developer with 5+ years of experience developing applications under both web environments. I have ke Больше
Hi I am good at CRM and Salesforce I can do your project with my skill As an expert of CRM, will do my best for your business I am here to work on your project And then I will work on your time-zone
I have reviewed the requirements for your this project, i.e. "Operations CRM Selection and Setup for Small Business" and completely understand your requirements. I can provide you with the best professional assistance Больше
Low code - No Code CRM app called - Creatio is what I will suggest here. Your requirements for CRM features will include : - Lead management : Ofcourse , it's a damn cool CRM! -Contacts : Yes all customer contacts Больше