Customer CRM and Sales pipeline CRM , Please provide a quotation for the following work:
We need a simple, out of the box if possible, CRM.
We are currently using Hubspot but find it too complicated/sophisticated.
Our process/workflow is quite simple.
We require the expertise of a database manager/designer to build/suggest a simple solution that will streamline our database and establish an efficient sales workflow. Our goal is to simplify the system while aligning it with our specific workflow.
The ideal candidate will possess a deep understanding of our business and offer a streamlined solution that aligns with our requirements.
1. Sales: Enquiry/lead logging, management, and closure or loss. Closed customers are tagged until the deal is paid out, while lost customers are archived. Customers should be able to have multiple sales opportunities simultaneously.
2. Service: Website uploads service requests or service requests are added manually. Service requests remain active until resolved.
3. Issues: Customer ownership: We need separate sales and service individuals to have ownership of customers simultaneously or have a similar overview of all deals and service enquiries at all times.
4. Resolving the issue of bulk tagging status for a large number of contacts (8000 records).
We seek a specialist who can address these challenges and provide ongoing support to ensure the smooth functioning of system.
French AI Automation Setup Category: AI Content Creation, AI Development, AI Model Development Budget: €30 - €250 EUR
03-May-2026 10:01 GMT
Figma UI/UX Designer for FMCG Dashboard Category: Figma, Graphic Design, Logo Design, UI / User Interface, User Experience Research, User Interface / IA, User Story Writing, UX / User Experience Budget: $250 - $750 USD
03-May-2026 10:01 GMT
Data Mining for specific Business Services Category: Amazon Web Services, Business Intelligence, C++, Programming, Data Analysis, Data Governance, Data Mining, Java, Software Architecture Budget: $250 - $750 AUD
Λογισμικό Οικονομικής Διαχείρισης Επιχείρησης Category: Business Analysis, Data Integration, Data Visualization, Financial Analysis, Project Management, Software Development, User Experience Research Budget: €250 - €750 EUR
Indian YouTuber Affiliate Partnership Category: Advertising, Affiliate Marketing, Content Creation, Digital Marketing, Facebook Marketing, Internet Marketing, Social Media Marketing, YouTube Budget: ₹600 - ₹1500 INR
03-May-2026 09:51 GMT
Sales-Focused Email Marketing Specialist Category: A / B Testing, Content Marketing, Customer Retention, Digital Marketing, Email Marketing, Internet Marketing, Klaviyo, Lead Generation, Mailchimp, Marketing Budget: $30 - $250 USD
Live Order Flow Coaching Category: Financial Markets, Market Analysis, Risk Management, Trading Budget: $10 - $30 CAD
03-May-2026 09:47 GMT
Need graphic desginer Category: Adobe Illustrator, Photoshop, Branding, Business Card Design, Digital Design, Figma, Graphic Design, Illustration, Logo Design, Print Design Budget: ₹37500 - ₹75000 INR
03-May-2026 09:46 GMT
User Referral Campaign India Category: Content Marketing, Digital Marketing, Email Marketing, Influencer Marketing, Lead Generation, Market Research, Social Media Management, Social Media Marketing Budget: ₹12500 - ₹37500 INR
