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Need help choosing and customizing a CRM system and integrating with email marketing platform

$250-750 USD

Closed
Posted about 5 years ago

$250-750 USD

Paid on delivery
We need help deciding on and selecting either a CRM system or database platform based on our company’s needs. We will also need help with integrating into an email marketing platform, such as Mailchimp. The key here is in understanding what it is we are looking to accomplish and helping us select the most simple, efficient and cost-effective solution for our needs. We will then need help setting up the platforms and doing any simple customizations. Our business needs to collect 3 different types of contacts: 1. Lenders 2. Companies 3. Investors We will utilize the CRM to collect different information on each and will use email marketing for the Companies and for the Investors, each with separate types of campaigns. Beyond standard contact information, we will need to create 6-7 custom fields for both Lenders and Investors and 1-2 custom fields for companies. We then want to ensure seamless integration with the email marketing platform to easily run campaigns.
Project ID: 19282037

About the project

10 proposals
Remote project
Active 5 yrs ago

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10 freelancers are bidding on average $507 USD for this job
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Hi there, I can choose and customize a CRM system and integrate with email . If you have questions or doubts about anything, please feel free to ask me. Sincerely, Mir
$250 USD in 10 days
4.9 (392 reviews)
7.9
7.9
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Hi there, I’d like to be considered for your project. I’m a CRM developer in vTiger. For 7 years I’ve worked in development and so I am accustomed to working with all type of CRM customization and integration . I have a deep passion for learn new technology and apply in my project wherever required. vTiger is very good for CRM , easily customizable and cost effective. You can implement any custom modules with custom fields and support email integration and mailchimp integration. I highly value professionalism and hold myself strictly accountable to represent my client’s brand. I aim to form a long-term working relationship. Thank you for your consideration. ChaitaliDebnath
$333 USD in 15 days
5.0 (6 reviews)
3.8
3.8
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We have successfully implemented CRM systems for several clients. We have an already built CRM system that is flexible enough to allow several custom fields. We can also integrate it with any SMTP
$444 USD in 10 days
5.0 (1 review)
2.2
2.2
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Hi there! My company has recently migrated from salesforce to another CRM that has all the features you need, and as a market research executive, I am responsible for CRM management and customization, would love to either recommend the one we are using and customize it for your needs or provide alternatives if needed!
$250 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Dear Hiring Manager, At first take my sincere respect. I have gone through your project description. After that i am able to understand that I have the enough skills to do the project. Over the last 5 years, I have been doing web development job as a freelancer. I have few reviews on my profile. I have created many websites during this moment. I have enough experience for the web development. I have an It training center. they are have many students in my classes. The students are tech me Ms word, Ms Excell, Ms Powerpoint, Internet Browser, Graphics design etc. I have finished done the work very sincerely and very honestly. Moreover I am good at English speaking. we can also talk over audio call for faster communication. if you think me best candidate for the project. feel free to knok me. I am always available here. Looking forward to hear from you soon. Thanks Sincerely Mimi
$777 USD in 8 days
0.0 (0 reviews)
0.0
0.0
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I have experience implementing CRM for industries like technology, food, and logistics, and integrate it with marketing tools like mailchimp and Zoho. Crm must work for the company, not otherwise. Relevant Skills and Experience Skills in sales, CRM, email marketing and engineering.
$777 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hi, I'm Ralps Berroterán, in Digital Marketing, I can help you professionally, personalized and at a good price. Specialists in developing and implementing marketing and advertising strategies in the short, medium and long term, this in order to achieve that the brand has greater reach, positioning and prestige. We have extensive demonstrable experience and customers with results. Our specialties are: - Contac manager - Community manager - Online marketing - Management of RRSS - E-mail marketing - Link Building - SEO - CRM - Wordpress I also offer different packages depending on the requirements. We can improve the price of the competition and offer a service of the highest quality in an adjusted period. We can discuss details and start when it suits you. Best regards.
$666 USD in 10 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Laguna Niguel, United States
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Member since Apr 17, 2019

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