Suite CRM expert!
$30-250 CAD
Betales ved levering
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.
Prosjekt-ID: #38981510
Om prosjektet
14 frilansere byr i gjennomsnitt $128 for denne jobben
Hello, Sir or Madam, I have been always developing on CRM (vTiger CRM, SuiteCRM, SugarCRM, Zoho, Dolibarr, and Prefex CRM), making customizations, extensions, industry business tools, Asterisk integration, and WebRTC. Mer
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 Mer
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 Mer
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 Mer
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 Mer
Hello, I would love to assist you with your SuiteCRM setup. With 8+ years as a digital marketer and extensive experience managing CRMs, including SuiteCRM, I specialize in integrating tools like Twilio, Google Calenda Mer
Hello Dear! Good Day! Hope you are doing fine. This is Ruhul Ajom Sagor. I am an expert "Web Developer" with 10+ years of working experience in PHP, HTML5, CSS3, JavaScript, jQuery, Bootstrap, MySql and different Fra Mer
As a Full-Stack Developer with an inherent passion for streamlining business operations, I believe I am the ideal candidate to bring your SuiteCRM vision to life. My comprehensive skill set includes mastery over Google Mer
