Help with CRM & Workflow.
£18-36 GBP / hour
Hi there
We are looking for some help in setting up our business workflow.
We want to pull our Facebook leads and other leads into a CRM and then understand how we can take that customer through our Sales CRM to the point where they become a sale which is then processed & connected to Freshbooks (which then creates their recurring profile) which is then connected to Stripe to complete the payment. Along the way we want automated emails triggered in Mailchimp and various SMS sent out etc.
Ideally, (once the above is completed), we would like to be able to integrate a page on our website where clients can also order our services which we only currently offer through ordering over the phone.
Any suggestion or ideas on how to simplify this workflow would be also welcomed.
Kind Regards
Project ID: #14721252
About the project
24 freelancers are bidding on average £24/hour for this job
Hello Dear, Good Day! I am a senior CRM developer with 10 years experience and already developed and fully setup different CRM. Give me you CRM details with credentials so I can pull your Facebook leads and other More
Dear Client I have 6+ years of experience with Development and Designing. I have worked on lots of projects and offering below services :- 1 PHP Frameworks (Laravel and CI) 2 CMS (Joomla , WordPress , Magneto More
vtigercrm/CRM expert here. If you are looking for CRM solution then vtigercrm is ideal one which is also a open source & can be customized to your requirements. As of other CRMs it has good Lead Management section and More
Hi, I have read through your project description. I am quite sure of doing this project with 100% accuracy. I will work as per your direction. I will be right person for your project if you hire me on this project. th More