Help with CRM & Workflow.

Closed Posted 6 years ago Paid on delivery
Closed

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

CRM Facebook Marketing Mailchimp PayPal API Stripe

Project ID: #14721252

About the project

24 proposals Remote project Active 6 years ago

24 freelancers are bidding on average £24/hour for this job

arhamsoftltd

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

£25 GBP / hour
(6 Reviews)
6.9
mithusamsukha

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

£18 GBP / hour
(15 Reviews)
5.3
bdsiddhi

Dear Employer, Greetings !! It’s really exciting that we have similar kind of expertise and work experience. As per my understanding on the project brief, you are looking for expert developers to map business lea More

£21 GBP / hour
(7 Reviews)
5.1
opensourcedev21

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

£18 GBP / hour
(3 Reviews)
3.5
jonna88

Hello there, I want to take a minute of your time for reading my message. If ever you need a virtual assistant for any other projects please let me know. I am kinda looking for a job right now. I apologized for botheri More

£18 GBP / hour
(2 Reviews)
3.3
Shopify

Hi, I (Myself a senior PHP Developer) have a team having experience of more than 10 years in developing web and mobile applications. I have a team of expert programmers who write robust and bug-free codes at the ve More

£20 GBP / hour
(0 Reviews)
0.0
bmartynvw

Hi, My name is Benjamin. I'm an expert with over 14 years of experience. I have worked on such bespoke workflow implementations before and can ensure it's done using industry best practices. Would love to work wi More

£35 GBP / hour
(0 Reviews)
0.0
ZAHURUL125

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

£20 GBP / hour
(0 Reviews)
0.0
shahiddar

HELLO My name is shahid dar . I have 8+ years of experience in lead generation.I’m a certified lead generator. I have completed 100+ projects on lead generation.I also have 5+ years experience in CRM and worked on ma More

£20 GBP / hour
(0 Reviews)
0.0