Comprehensive CRM Customisation and Integration Specialist
Budget: ₹400 – ₹750 INR
I'm seeking a specialist who can customize my existing CRM platform. Your role will involve:
- Dashboard Customization: Adjust the current dashboards to showcase essential data relevant to business operations.
- Field Customization: The task includes creating and integrating new custom fields to accommodate unique data entry requirements.
- Workflow Automation: Automate key workflows to streamline activities and enhance CRM efficiency.
The CRM is for a team of between 10 to 50 users, so scalability is essential.
In addition to these, you'll integrate the following tools with my CRM for seamless interaction:
- Email Marketing Tools: Facilitate smooth and efficient marketing operations.
- Accounting Software: To streamline financial management processes and ensure real-time updates of transactions.
- E-commerce Platforms: Enable smooth e-commerce activities with real-time updates on inventories, orders, customer details, and more.
Candidates should have previous experience with CRM customization and integration with third-party systems. Proficiency in API integrations, excellent attention to detail and familiarity with user-experience optimization will be highly regarded.
- Dashboard Customization: Adjust the current dashboards to showcase essential data relevant to business operations.
- Field Customization: The task includes creating and integrating new custom fields to accommodate unique data entry requirements.
- Workflow Automation: Automate key workflows to streamline activities and enhance CRM efficiency.
The CRM is for a team of between 10 to 50 users, so scalability is essential.
In addition to these, you'll integrate the following tools with my CRM for seamless interaction:
- Email Marketing Tools: Facilitate smooth and efficient marketing operations.
- Accounting Software: To streamline financial management processes and ensure real-time updates of transactions.
- E-commerce Platforms: Enable smooth e-commerce activities with real-time updates on inventories, orders, customer details, and more.
Candidates should have previous experience with CRM customization and integration with third-party systems. Proficiency in API integrations, excellent attention to detail and familiarity with user-experience optimization will be highly regarded.