CRM Expert for Digital Marketing Operations

We are a Digital Marketing Agency looking for an experienced CRM expert to build a complete end-to-end CRM system for our agency operations.

We need a CRM that can handle lead capture, lead management, WhatsApp and email communication, automated follow-ups, lead nurturing, and sales pipeline tracking.

Requirements:

* Capture leads from Facebook Ads, Google Ads, website forms, and landing pages
* Automatic lead source tracking and tagging
* Sales pipeline stages (New lead, Contacted, Follow-up, Site Visit, Closed)
* WhatsApp Business API integration
* Automated WhatsApp follow-ups and two-way chat inside CRM
* Email campaigns and automated drip sequences
* Lead nurturing workflows based on lead behavior
* Follow-up reminders and task assignments for sales team
* Multi-user access with role-based permissions
* Lead ownership and agent performance tracking
* Dashboards and reports for lead source, conversions, and ROI

Preferred experience:

* Strong experience in CRM setup or customization
* WhatsApp API and marketing automation experience
* Experience with digital marketing agencies, real estate, or healthcare projects is a plus

Deliverables:

* Fully working CRM system
* All automations set up
* WhatsApp and email integrations completed
* Basic documentation and handover
* Post-setup support

Please include in your proposal:

* CRM platforms you have worked with
* Similar projects or examples
* Your recommended CRM solution and reason
* Estimated timeline and cost

We are looking for a reliable, long-term partner.