CRM/Tech Stack Set Up: Please provide proposal with details
Budget: $250 – $750 AUD
CRM/Tech Stack Set Up
Hi I need some advice and help to figure out and set up a CRM/Tech stack for my business Action Tae Kwon-Do: actiontaekwondo.com.au. Please only respond through freelancer.
I currently do not use a CRM but have been playing around with many of them to find the right one. Separately I'm also looking at different martial arts crm software to manage the day to day of my business so this would need to be able to be integrated too. I'm looking for the following features and it's mainly around lead management:
- Integration with and posting across my facebook, instagram, linkedin, GMB profiles (20+ of these). Tracking conversations, comments etc and being able to post on these platforms.
- Integration with the gravity forms on my website. Forms are sent to the crm with follow up automations including texts, voicemail drops and calendar invites with notifications. Also, currently on the gravity forms I have partial entries turned on so I would like the ability to send out automated follow ups to the partial entries e.g. "we noticed you didn't finish your enquiry on our website, is there anything we can help you with?
- Integration with the online shop (woocommerce) on the website so that orders are connected to customers in the crm. Also, abandoned cart follow up messages integrated and tracked in the crm.
- Re automated SMS and voicemail drops. I would like if possible for this to come from my mobile phone number. So outbound sms come from my phone/number automatically. E.g., I open my phone and I can see in the messages automated sms that have been sent out. If i send an sms through the crm it is from my phone number. I know this can be achieved as a friend has this set up through his crm (pipedrive, textline and just call). If messages/calls are received on my phone it would be good for them to be logged/recorded in the crm (if possible). All without changing my phone provider.
- Bulk and automatic emails. Monthly email newsletters too.
- Tracking of payments made.
- A chatbot that can be placed on my site with my branding and face on it (important). So when someone lands on my website they are greeted by an automatic chatbot which has my face on it. I have played with gohighlevel and live chat but haven't had the time/found the right option yet. This would be of course integrated with the crm.
Let me know what your thoughts are for the tech stack/process to accomplish all of this. I would like to keep the cost down of all the software where possible.
Ideal Skills and Experience:
- Experience with CRM systems such as Salesforce or HubSpot
- Knowledge of CRM integrations
- Familiarity with storing customer contact information
Hi I need some advice and help to figure out and set up a CRM/Tech stack for my business Action Tae Kwon-Do: actiontaekwondo.com.au. Please only respond through freelancer.
I currently do not use a CRM but have been playing around with many of them to find the right one. Separately I'm also looking at different martial arts crm software to manage the day to day of my business so this would need to be able to be integrated too. I'm looking for the following features and it's mainly around lead management:
- Integration with and posting across my facebook, instagram, linkedin, GMB profiles (20+ of these). Tracking conversations, comments etc and being able to post on these platforms.
- Integration with the gravity forms on my website. Forms are sent to the crm with follow up automations including texts, voicemail drops and calendar invites with notifications. Also, currently on the gravity forms I have partial entries turned on so I would like the ability to send out automated follow ups to the partial entries e.g. "we noticed you didn't finish your enquiry on our website, is there anything we can help you with?
- Integration with the online shop (woocommerce) on the website so that orders are connected to customers in the crm. Also, abandoned cart follow up messages integrated and tracked in the crm.
- Re automated SMS and voicemail drops. I would like if possible for this to come from my mobile phone number. So outbound sms come from my phone/number automatically. E.g., I open my phone and I can see in the messages automated sms that have been sent out. If i send an sms through the crm it is from my phone number. I know this can be achieved as a friend has this set up through his crm (pipedrive, textline and just call). If messages/calls are received on my phone it would be good for them to be logged/recorded in the crm (if possible). All without changing my phone provider.
- Bulk and automatic emails. Monthly email newsletters too.
- Tracking of payments made.
- A chatbot that can be placed on my site with my branding and face on it (important). So when someone lands on my website they are greeted by an automatic chatbot which has my face on it. I have played with gohighlevel and live chat but haven't had the time/found the right option yet. This would be of course integrated with the crm.
Let me know what your thoughts are for the tech stack/process to accomplish all of this. I would like to keep the cost down of all the software where possible.
Ideal Skills and Experience:
- Experience with CRM systems such as Salesforce or HubSpot
- Knowledge of CRM integrations
- Familiarity with storing customer contact information