Suite CRM expert!

オープン 投稿 １時間前 着払い • 終了日 6 日

$30-250 CAD

着払い

オープン 着払い • 終了日 6 日

More details:

CRM Setup Goals for SuiteCRM:

Twilio Integration:

Link SuiteCRM with Twilio to enable phone call logging and voice recording.

Ensure the CRM can manage incoming and outgoing calls, save call history, and allow tracking of communication with customers.

Enable the ability to transfer numbers seamlessly and track outreach efforts efficiently.

Google Calendar Integration:

Sync jobs and tasks with Google Calendar to streamline team scheduling.

Allow shared calendar access for real-time updates on job assignments, deadlines, and team availability.

Invoice and Billing System:

Implement a module for generating, tracking, and sending invoices directly from SuiteCRM.

Ensure the system integrates with your accounting software (e.g., QuickBooks) for a smooth billing workflow.

Estimation Automation with QuickBooks:

Automate the process of creating and sending job estimates using QuickBooks.

Ensure estimates are linked to customer profiles in SuiteCRM for seamless tracking.

Klaviyo Integration:

Use Klaviyo for email marketing and outreach to B2B clients.

Create automated workflows for follow-ups, promotional campaigns, and customer engagement.

Ensure email interactions are logged in SuiteCRM for tracking and analysis.

Additional Professional Touchpoints:

Define user roles and permissions in SuiteCRM for team members.

Customize dashboards to display relevant KPIs, such as leads, booked jobs, and completed tasks.

Set up workflow automations to reduce manual effort in client follow-ups, reminders, and data entry.

CRM Klaviyo GoogleマップAPI Twilio

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sasa34のプロフィール写真
sasa34

Hello, With over a decade of experience as a FullStack Programmer, including familiarity with Twilio, I'm ready to dive into your Suite CRM project and bring it to life. Throughout my career, I've worked extensively o もっと

$155 CAD 1日以内
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Deployyitのプロフィール写真
Deployyit

With my multi-talented skillset ranging from API integrations to full-stack backend development, I possess the technical prowess to seamlessly link your Suite CRM with marketing platforms such as Klaviyo, Google Maps, もっと

$100 CAD 5日以内
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Fazalkhan11のプロフィール写真
Fazalkhan11

Hello Matthew D., I understand that you are looking for a Suite CRM expert to assist with system integration, specifically with marketing platforms like Klaviyo, Google Maps, and Twilio. With my expertise in CRM integ もっと

$30 CAD 7日以内
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rijutapatidarのプロフィール写真
rijutapatidar

Hi, Hope you are doing well. I am Santosh, and I understand the importance of having a seamless integration system for your business between Suite CRM and the marketing platforms you plan on using - Klaviyo, Google Map もっと

$140 CAD 7日以内
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Ramone92のプロフィール写真
Ramone92

Hi there, Are you looking to streamline your business processes by integrating Suite CRM with various marketing platforms? I specialize in system integration and have extensive experience in working with Google Maps A もっと

$150 CAD 7日以内
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rajubhalaniのプロフィール写真
rajubhalani

Hey there! I see you're looking for a Suite CRM expert to help with system integration, specifically with marketing platforms like Klaviyo, Google Maps, and Twilio. I understand the importance of seamless integration もっと

$250 CAD 2日以内
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Sohail748のプロフィール写真
Sohail748

Hi There, I’m excited to offer you a 25% discount on SuiteCRM expert services. With over 7 years of experience in CRM systems and SuiteCRM customization, I specialize in helping businesses optimize and fully leverage t もっと

$30 CAD 1日以内
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namitajain118のプロフィール写真
namitajain118

With 8 years of experience in CRM development, I am the best fit to complete this project. I have the relevant skills to meet the requirements outlined. How I will be completing this project: - Integrate Twilio to en もっと

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