CRM setup with LinkedIn Chat Messaging logged & Microsoft Teams chat Messaging logged
Budget: £20 – £250 GBP
Do not auto-bid and then tell me Linkedin messaging logging and MS Teams messaging logging is not possible.
I will only look at bids where you state "This can be done" If those exact words do not appear I will not read your bid.
I’m looking for a savvy CRM implementer who can set up a single-user system that does more than the usual contact and pipeline management. The heart of the job is conversation capture. Every past and future chat I exchange on LinkedIn messaging and Microsoft Teams must flow automatically into the matching contact record, timestamped and searchable. The same seamless logging is required for WhatsApp and Google Chat, alongside the standard email, call, and meeting timelines most CRMs already provide.
I’m flexible on the platform
• Automatic import of all LinkedIn and Teams chats, with ongoing sync for new messages
• Real-time or near real-time capture of WhatsApp and Google Chat threads
• A clean contact view where all these interactions sit together with emails, calls, meetings, and tasks
• Simple admin controls so I can add channels or tweak field mappings later without coding
Deliver the CRM fully configured, with the first sync completed and a test contact proving each channel lands exactly where it should.
I will only look at bids where you state "This can be done" If those exact words do not appear I will not read your bid.
I’m looking for a savvy CRM implementer who can set up a single-user system that does more than the usual contact and pipeline management. The heart of the job is conversation capture. Every past and future chat I exchange on LinkedIn messaging and Microsoft Teams must flow automatically into the matching contact record, timestamped and searchable. The same seamless logging is required for WhatsApp and Google Chat, alongside the standard email, call, and meeting timelines most CRMs already provide.
I’m flexible on the platform
• Automatic import of all LinkedIn and Teams chats, with ongoing sync for new messages
• Real-time or near real-time capture of WhatsApp and Google Chat threads
• A clean contact view where all these interactions sit together with emails, calls, meetings, and tasks
• Simple admin controls so I can add channels or tweak field mappings later without coding
Deliver the CRM fully configured, with the first sync completed and a test contact proving each channel lands exactly where it should.