Help with CRM & Workflow.

已关闭 已发布的 6 年前 货到付款

£18-36 GBP/小时

已关闭

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

客户关系管理 Facebook营销 Mailchimp PayPal API Stripe

项目ID： #14721252

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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 更多

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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 更多

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