Integrate Fluent CRM/Forms into Wordpress
Budget: $30 – $250 USD
I'm looking for a Wordpress expert to seamlessly incorporate two key functionalities into my website - Fluent Forms and Fluent CRM. The main aim is efficient and effective customer relationship management.
On May 1st I'm launching a directory where I list all IT providers in Switzerland. I have all the providers in an Excel CSV.
Before the launch, I would like to send the IT provider a link so that they can check their data and add additional information. As soon as you have done this, your entry is verified and will then be marked separately in the directory.
Requirements for the pre-launch IT provider profile verification.
- I would like to send the IT provider directly a link to his profile or if he goes via the website he should have the opportunity to enter the company name and the remaining information such as address, website, telephone number appears and can edit or add to it.
- Additional information is requested for the entry, all of which is stored in the CRM.
The Wordpress tools that should be used are Fluent CRM and Fluent Forms, unless you know other tools that can do this better/easier.
May this how I can send links direct to their profile:
https://www.youtube.com/watch?v=rI9tOyUAlHk
Streamline Data from CSV:
https://www.youtube.com/watch?v=wavpXDgbkHo
My test Site which i tryed
Please ensure that you are familiar with both Fluent CRM and Fluent Forms before you bid for this project. Extensive experience and proficiency with Wordpress implementations is a must. An additional, but not obligatory skill set is a comprehensive understanding of CRM systems. Great attention to detail will be highly appreciated to ensure the seamless integration of the functionalities.
On May 1st I'm launching a directory where I list all IT providers in Switzerland. I have all the providers in an Excel CSV.
Before the launch, I would like to send the IT provider a link so that they can check their data and add additional information. As soon as you have done this, your entry is verified and will then be marked separately in the directory.
Requirements for the pre-launch IT provider profile verification.
- I would like to send the IT provider directly a link to his profile or if he goes via the website he should have the opportunity to enter the company name and the remaining information such as address, website, telephone number appears and can edit or add to it.
- Additional information is requested for the entry, all of which is stored in the CRM.
The Wordpress tools that should be used are Fluent CRM and Fluent Forms, unless you know other tools that can do this better/easier.
May this how I can send links direct to their profile:
https://www.youtube.com/watch?v=rI9tOyUAlHk
Streamline Data from CSV:
https://www.youtube.com/watch?v=wavpXDgbkHo
My test Site which i tryed
Please ensure that you are familiar with both Fluent CRM and Fluent Forms before you bid for this project. Extensive experience and proficiency with Wordpress implementations is a must. An additional, but not obligatory skill set is a comprehensive understanding of CRM systems. Great attention to detail will be highly appreciated to ensure the seamless integration of the functionalities.