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CRM Integration and consultancy

£250-750 GBP

Closed
Posted over 5 years ago

£250-750 GBP

Paid on delivery
We need recommendation of a suitable and affordable CRM for our non profit company. We will need also a one page website creating to compliment and APP we are having developed by https://www.eazi-apps.co.uk. The CRM must pull all data from APP and website users and organise everything needed to run a turnkey and fully automated business process. We will need, accounting integration such as Xero, SMS integration provider, Mail integration such as Sendinblue, E-doc signing integration as well as a good lead and sales system. We are looking for a low cost per user CRM and a simple to use platform for an outsourced call centre moving forward. Once you understand the workflow and business needs it maybe we need further 3rd party integration to bring everything together. w will require ongoing support after launch should we encounter any issues and also full training on how everything works after you create the work flow within the CRM
Project ID: 17980515

About the project

24 proposals
Remote project
Active 5 yrs ago

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24 freelancers are bidding on average £627 GBP for this job
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Greetings. I just have a visual over your project's details and feel privileged to tell you that this correlates with my domain of expertise. Please message me as I will like to ask a few questions. I have a lot to disclose as of my skills and looking forward to show all of it on chat. Please provide all requirements (Technical, Non-Technical and business logic). It seems like an interesting project. I would like to discuss all the requirements with you, so I can mark the scope of this project. Please also note that final estimation will be provided once all the requirements will be revealed from your end. Hence, my cost of development & deadline solely depends on what you reveal (in detail). Looking forward to conduct an extensive chat with you.
£555 GBP in 10 days
5.0 (50 reviews)
7.7
7.7
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Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “James Group of Marcus Millichap”. My recent projects consist of "Deloitte Access Economics" which is a part of Converge Health. Also, we have worked with company EnHasen Performance (Data Import, Data export, Reports, Dashboards) based on the Australia and Trinity System on their product RealtimePSO (Automation of Credit Card & ACH Payment method) Currently, we are working with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly We have worked on a project for VerifyTx Pvt Ltd which basically requires a Salesforce app to be created which integrates Salesforce with their server Also, we have worked with Art of Living for their requirements we used Twilio and Python to provide a robust solution for IVR of Non-Profit Organization We are a passionate team of 100% Salesforce certified developers and architects aiming to reach our customers business to the next level What would be the best way to get 15 mins on your calendar to explore if this would be valuable to the company? I look forward to hearing back from you soon. Regards, Vaibhav
£700 GBP in 15 days
5.0 (26 reviews)
6.8
6.8
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Hi there, I've read your project description and I am confident enough that I can handle this project according to your expectations. I have done similar projects before and I want to take over this project as well. If you're interested then please contact me to see my portfolio :) I'll be waiting for your response. Regards
£550 GBP in 12 days
5.0 (48 reviews)
6.4
6.4
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Hi we are a software development company from india in past 8 years career me & my Team developed Multiple projects for global industries , we develop applications according to client requirements . we developed lots of projects for several industries & providing 18 hours services each day .. we provide services also after completing the project .. we have lots of global clients from Restaurant manufacturing , retail stores , wholesale business, schools , hospitals , POS , ERP & CRM where we had completed all the modules according to customer requirements we did lots of similar kind applications we would like to discuss more about project ... so that we can know more about requirements Thanks
£555 GBP in 10 days
5.0 (16 reviews)
5.1
5.1
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Dear Recruiter, We are a CA-based in-house Web/App Designing and Development Agency. We are a full stack team of website designers and developers having expertise in Designing, Developing Creating Database and Maintaining websites and applications using modern HTML, CSS, JavaScript, Bootstrap, JQuery, PHP, CakePHP, Shopify, Joomla, Laravel, Javascript, jQuery, Yii2, Woocommerce, WordPress and are skilled enough to work on various Frameworks. We can efficiently implement payment methods like PayPal pro, API Integrations, Stripe, Amazon Pay, Google checkout, Shipping and many more integrations for payment processors. We always regard the requirements of the project and guarantee to provide the outcome as required. Looking forward to hearing from you. Regards Igeekteam LLC
£580 GBP in 10 days
4.5 (8 reviews)
4.9
4.9
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We have an existing ready to use web-based donor CRM with ready integrations with email service, SMS gateways, accounting and a plug in to an additional module for web based auto dialling, and modules for lead generation, donor retention, auto receipting. We have over 14 years experience with non profits and count several INGOs and NGOs of various sizes as customers. Contact us to schedule a demo.
£833 GBP in 7 days
4.6 (1 review)
4.0
4.0
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hi, my purpose is to use Odoo CRM with some customization. Do you know?
£777 GBP in 30 days
5.0 (5 reviews)
3.4
3.4
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I'm a professional Salesforce expert over 5 years of experience with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization. I have worked on multiple projects over the past years, and have a good understanding and working about the Salesforce. I'm looking forward to providing the best solutions for building and customizing your Salesforce organization. I’m Salesforce Certified in Administrator & Platform Developer 1, Certified Vlocity Developer. Also, We are a team of experienced Salesforce Professionals from Consultant to Architects level. Our professional skills in: - Implementation of standard objects - Custom Objects and Fields - Page Layouts and Record types - Data Import/Export - Matching & Duplicate rules - Assignment Rules - Validation Rules - Sharing Rules - Security Settings - Reports and Dashboards - Apex Classes, and Triggers - Visualforce Pages - Lightning Components - Email Services - Approval Processes - Workflow Management - Process Builder using "Flows" - Integration of the external services - HTML, CSS, JS - Lightning Experience - Sales Cloud - Service Cloud - Marketing Cloud - Community Cloud - Non Profit Success Pack(NPSP) - Pardot Well, our services would cost £750 but can be negotiable depending on the course of work and level of complexity. After the release or end of the project, we provide 2 month of support and maintenance. We're generally available to our clients anytime they need us. We're available through email, phone, Skype. "You Dream It. We Build It."
£750 GBP in 20 days
5.0 (4 reviews)
3.6
3.6
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Hello i can intigrate your 3rd party crm and SMS/Emails all things we can provide so give me work i will do that.
£666 GBP in 10 days
4.9 (9 reviews)
3.2
3.2
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My understanding is that you need assistance for a suitable CRM. I have worked with a few different CRMS, my preference is Insightly CRM. I can help with that and can immediately start on your project. 1) The functionality is great. What I appreciate about Insightly is that workflows are very easy to setup in the software. Insightly features workflow automation - and takes much of the work out of the business so you can focus on the business. 2) My speciality is to Implement Insightly for clients. 3) Cost is reasonable 4) Insightly can connect with other Apps. I use Zapier to connect Insightly with other Apps, including Airtable (which I recommend), Google, Microsoft, Slack & others. There's over a 1000 Apps that Zapier works with - so the solution you get is pretty efficient. 5) Please note - the proposed price in this bid is a placeholder. I really need more information to submit an accurate bid cost. We will need to discuss in detail and finalize your expectations for the project. (ie. Google meetings works great for this). Don’t hesitate to contact me for additional questions. I’d would love to do this project with you. Is there a time in the next week or two we could discuss? Thanks so much. Doug
£555 GBP in 10 days
5.0 (1 review)
3.0
3.0
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Hi there, Hope you must be doing wonderfully. Quick Question regarding your project: Below are some of the details of our work Expertise: • Ghostwriting, • Data Entry, Complex Projects • Academic Writing, • Creative Writing, • Branding (Stationary, T-shirts, Mugs, Boxes ) • PowerPoint Presentation • Articles and Blog Writing, • Graphics Design, • Website Design and Development, • App Development • Logo design • Sales and Marketing, • Lead Generation • Social media Marketing/Advertising • Flyer or Boucher Design We are a team of experts having more than 10 years of experience and we have gone through your given details and were able to complete this task without any problem. We would also like to discuss more your projects so please do contact us for a better understanding. Feel free to hire us and well get you the best services you have ever received. Your Satisfaction is our Utmost priority. Thanks. Salman S.
£500 GBP in 10 days
0.0 (0 reviews)
0.0
0.0
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Hello, we are an IT company that has handled more than 500s of projects yet including application development, ERP, CRM, website and much more. Please connect for portfolio and discuss the project further
£722 GBP in 10 days
0.0 (0 reviews)
0.0
0.0

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Member since Feb 25, 2017

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