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

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.

Skills: CRM, Data Entry, Mailchimp

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About the Employer:
( 0 reviews ) Laguna Niguel, United States

Project ID: #19282037

10 freelancers are bidding on average $507 for this job


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
(392 Reviews)

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 More

$333 USD in 15 days
(6 Reviews)

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
(1 Review)

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 eit More

$250 USD in 5 days
(0 Reviews)

Dear Client, I am ready to help your to deciding on and selecting either a CRM system or database platform based on your company’s needs. I believe I possess the necessary skills and experience you are seeking and w More

$555 USD in 10 days
(0 Reviews)

Hello Sir, I have great knowledge in core,cordignetor and Laravel. More than 6+ year experience.. I have read your requirement carefully.. I can do this job easily.. 1. What will be the payment gateway More

$300 USD in 10 days
(1 Review)

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 hav More

$777 USD in 8 days
(0 Reviews)

In regards to 'collecting 3 different' types of contacts, does this mean you are looking for a public facing landing page which would collect this information? Or would this be purely an internal CMS solution for you t More

$722 USD in 5 days
(0 Reviews)

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 More

$777 USD in 10 days
(0 Reviews)

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 a More

$666 USD in 10 days
(0 Reviews)