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CRM for small consulting business

I am looking for someone who can recommend and implement a CRM system customized to my needs.

We are 2 consultants supported by one business manager. We provide workshops on team effectiveness for executive teams in large companies worldwide. Some leads come via the organization that we are affiliated with ([login to view URL]), most leads come from ourselves (network, LinkedIn, referrals).

I need to improve my current CRM system. I need to be able to track current clients (to sell more workshops) and potential leads. I need to track contacts via mail and phone. Set reminders to contact leads. I need to be able to run reports to see who I know in a certain company, country, etc. And I need to be able to use the database of clients and leads for mailings. All standard stuff.

Here is the tricky piece: I have to use the Salesforce account of the Table Group ([login to view URL]) to report sales. But it is not necessarily set up for my needs and I cannot make any changes to the account. They are upgrading to Lightning in a couple of weeks - so that will be the standard. So I need advice on whether I should have my own system, which then syncs with Table Group Salesforce. And I am looking for a really smooth process without having to enter data twice. Linking to LinkedIn, Outlook, mailing database, my contacts, etc. Setting up reminders so I get them in the most convenient way, etc.

That is why I am looking for someone who can map out my process, figure out the options and recommend the right plan. Though the business is small, I am looking for a super optimized process.

Kĩ năng: CRM, Laravel, PHP, Salesforce.com, Phát triển phần mềm

Về Bên Thuê:
( 8 nhận xét ) Hellerup, Denmark

ID dự án: #19970471

Được trao cho:


Hello, I own a software development company in Romania. I propose the use of a centralized system that we can develop in Laravel. This will communicate with Salesforce, outlook, linked in and all the other platforms Thêm

$58 USD / giờ
(45 Đánh Giá)

62 freelancer đang chào giá trung bình $52/giờ cho công việc này


Good Day, Hi, I got you and I can guide you with a full solution regarding your business which will be fully optimized and you will not have to worried about entering data and tracking them, you will have a solution Thêm

$58 USD / giờ
(173 Nhận xét)

Hello, Greetings! Yes, we can help you to work on your CRM application project. We have the required skill set and past CRM application development experience using PHP. We are applying on this job due to 6+ y Thêm

$50 USD / giờ
(543 Nhận xét)

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$50 USD / giờ
(238 Nhận xét)

Hello, I have checked your requirement to optimised CRM based on your requirement, I have been experience with the CRM customisation as I have worked on following CRM like CIVICRM, ZOHO, hubspot etc, I will assure you Thêm

$50 USD / giờ
(595 Nhận xét)

Hello, What i have seen from your description, you need highly customized solution that is the best optimized for your business. This cannot be done in a ready made CRM nor does any CRM has this kind of flexibility. Thêm

$50 USD / giờ
(35 Nhận xét)

Dear Employer, Greetings from "One of the Top Preferred Freelance Firm! Thanks for sharing your requirements with us. For your project scope, I would be really glad to let you know that you can Thêm

$50 USD / giờ
(152 Nhận xét)

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$50 USD / giờ
(18 Nhận xét)

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$50 USD / giờ
(61 Nhận xét)

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$50 USD / giờ
(149 Nhận xét)

Hi Brian, If you do not mind, shall we have a quick discussion about the functionalities you want so that I can prepare a google doc including time estimation and will forward it to you for your approval. Moreover, Thêm

$50 USD / giờ
(282 Nhận xét)

Hello, sir. I am interesting in your project. I mastered developing CRM system. I can customize to your needs. I have many skills and experiences in CRM system. I will provide you customized CRM system which will sat Thêm

$55 USD / giờ
(253 Nhận xét)

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$50 USD / giờ
(75 Nhận xét)

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$50 USD / giờ
(86 Nhận xét)

Hi, My name is Benjamin. I'm a expert solution architect with over 14 years of experience. I can either recommend an existing solution, or design and develop some custom tools to ensure your process works efficient Thêm

$50 USD / giờ
(36 Nhận xét)

Hello I'm interested in your project,I have few questions would like to discuss with [login to view URL] send me a message so that we can discuss more. Thank you

$50 USD / giờ
(78 Nhận xét)

Hello, We have personally gone through your complete CRM based requirement and can understand that you need to manually manage the CRM to manage leads and update to the database. Based on your mentioned features Thêm

$50 USD / giờ
(59 Nhận xét)

Howdy. I am glad to see you. Kindly review my profile: https://www.freelancer.com/u/hjr122413 I just checked your project “CRM for small consulting business” and I have gone through your project details. I am an expe Thêm

$50 USD / giờ
(75 Nhận xét)

Hello, First of all, its my pleasure to bid on your project, I have gone through your requirements and understand that you need a CRM developed for your consulting business. We are a highly skilled team to provide y Thêm

$50 USD / giờ
(78 Nhận xét)

HI there. I would be happy to work on your work immediately. I can satisfy all of your requirements. Overall due to my successfully building several websites experience, I have a full confident in your project. If Thêm

$50 USD / giờ
(42 Nhận xét)

Hi there, I can help you out with the CRM system. I’d like to review your current CRM system. In that way, I’ll be able to map out the entire process in a better way. Let me know when you’re available so we may di Thêm

$50 USD / giờ
(32 Nhận xét)