ESPOCRM Workflow Automation Customization
Budget: €36 – €0 EUR
I need my existing ESPOCRM instance extended so that repetitive sales and marketing activities happen automatically instead of manually. The priority is to design and build robust workflow automation that covers
• Automated lead capture and qualification
• Sales-stage progression with defined triggers and alerts
• Task assignment and timed follow-ups for each rep
Alongside the workflows, I also want an integrated mail-marketing management layer so campaigns can be launched, tracked, and reported without leaving ESPOCRM.
Please build these features natively with ESPOCRM’s BPM, formula, and hook framework; if a lightweight addon or PHP snippet is unavoidable, keep it upgrade-safe and well-commented. I will consider the job complete once I can:
1. Drop a new lead into the system (API or form) and watch it route automatically to the correct pipeline, owner, and nurture sequence.
2. Move an opportunity from one stage to the next and see the prescribed tasks, reminders, and emails fire without errors.
3. Launch a segmented email campaign from within ESPOCRM and view delivery / open metrics on the contact record.
Access to a staging copy and admin credentials will be provided. Please work in that environment, document every change, and deliver an importable package or clear step-by-step instructions so I can replicate it in production.
• Automated lead capture and qualification
• Sales-stage progression with defined triggers and alerts
• Task assignment and timed follow-ups for each rep
Alongside the workflows, I also want an integrated mail-marketing management layer so campaigns can be launched, tracked, and reported without leaving ESPOCRM.
Please build these features natively with ESPOCRM’s BPM, formula, and hook framework; if a lightweight addon or PHP snippet is unavoidable, keep it upgrade-safe and well-commented. I will consider the job complete once I can:
1. Drop a new lead into the system (API or form) and watch it route automatically to the correct pipeline, owner, and nurture sequence.
2. Move an opportunity from one stage to the next and see the prescribed tasks, reminders, and emails fire without errors.
3. Launch a segmented email campaign from within ESPOCRM and view delivery / open metrics on the contact record.
Access to a staging copy and admin credentials will be provided. Please work in that environment, document every change, and deliver an importable package or clear step-by-step instructions so I can replicate it in production.