Client Follow-up & Quotation Automation
Budget: €250 – €750 EUR
I'm looking to automate our quotation management and negotiation tracking through an intelligent and automated CRM system.
Key Tasks:
- Implement an automated follow-up system for quotations via email and internal notifications.
- Set up a negotiation tracking system.
- Develop a centralized CRM dashboard with reporting features.
Tech Proficiency:
- CRM platforms (I'm open to HubSpot, Zoho, Salesforce)
- API Knowledge
- Proficient in Zapier and Python
Ideal Candidate:
A tech-savvy professional with extensive experience in CRM systems and automation tools. You should be able to design a user-friendly dashboard and facilitate smooth migration of our existing data into the new system.
Please note, the project duration is estimated to be 3 weeks and it will be a remote freelance opportunity. Looking forward to your proposals.
Key Tasks:
- Implement an automated follow-up system for quotations via email and internal notifications.
- Set up a negotiation tracking system.
- Develop a centralized CRM dashboard with reporting features.
Tech Proficiency:
- CRM platforms (I'm open to HubSpot, Zoho, Salesforce)
- API Knowledge
- Proficient in Zapier and Python
Ideal Candidate:
A tech-savvy professional with extensive experience in CRM systems and automation tools. You should be able to design a user-friendly dashboard and facilitate smooth migration of our existing data into the new system.
Please note, the project duration is estimated to be 3 weeks and it will be a remote freelance opportunity. Looking forward to your proposals.