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CRM System with Google Sheets (+ free CRM integration if required) -- 2

$30-250 USD

Cerrado
Publicado hace más de 3 años

$30-250 USD

Pagado a la entrega
We operate a coffee roastery and deliver fresh roasted coffee to cafés, coffee shops, mini-marts and supermarkets across the city. I am looking for someone to help me develop a fully automated CRM system. It must use Google Sheets but may use integration with a free CRM service (such as Freshworks, HubSpot, Agile CRM or Britrix24). We need to create separate tabs for each customer which will allow us to collect data from them, such as their ID numbers, details of all their previous purchases, details of all previous visits by the sales staff, contact person information, etc and it should be able to automatically pull this information from other sheets (such as our sales sheet). I would also like some alerts or a way to list all the jobs that need to be completed. The majority of our customers will purchase the same products from our standard product list however there may be some who negotiate individual prices or those that have created their own custom coffee blend for their store, therefore our system should be able to handle this. There will also be a number of businesses which have multiple outlets which have negotiated the same price. It would be a bonus if it could also produce invoices and delivery notices with QR codes that will direct our delivery drivers to the correct location. I really don’t know anything about CRM systems, so I need someone who can knows this field that can ask the right questions to understand our requirements and that can suggest the appropriate programs and procedures and make recommendations about how to best organize things to get the results we are looking for. It is very important that it be as automated as possible, because I don't want this system to increase the workload because we are required to input the same information multiple times. This is a relatively small project, however quality is essential. I would ideally like to build a relationship with one developer because I have a number of other businesses looking for something similar so there will be more work in the future if you would like it. I want someone who can suggest improvements and better ways of doing things - this will be the key to being awarded the contract. Thank you in advance! Sam
ID del proyecto: 27790597

Información sobre el proyecto

6 propuestas
Proyecto remoto
Activo hace 3 años

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6 freelancers están ofertando un promedio de $185 USD por este trabajo
Avatar del usuario
Hello I am a Google Script master. I have developed 100s of Google Sheets/Google Forms applications with integrated Google Script functionality including developing REST APIs, consuming third party APIs (custom API wrapper development), Master/Children sheets systems, Big Data projects, data piping, and more. I would be happy to develop a CRM for your coffee roastery. Regards Sean
$140 USD en 7 días
4,8 (10 comentarios)
4,4
4,4
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 A Digital Marketing Professional with over 4+ years of experience. Excellent interpersonal, communication, teamwork, and organizational skills with a proven ability to work across multiple platforms.  Conceptualizing, planning, and implementing companies' Social Media, SEO, and Digital Marketing strategies.  Keen interest in expanding knowledge in the field of Digital Marketing and exploring various aspects of Social Media *Used integration with a free CRM service (such as Freshworks, HubSpot, Agile CRM or Britrix24) Job Description:  Manage day-to-day SEO planning and execution of search engine marketing strategies and management  Implement marketing strategies, leading to growth of product/service and overall website traffic through SEO activities  Performing on-page and off-page activities to plan and execute end-to-end SEO marketing strategies  Develop innovative ways to collect and analyze data generated by GA (Google Analytics).  Work with Google tools, such as Keyword Planner, Google Analytics, AdWords, Google Tag Manager, etc.  Researching off-page submission resources on the basis of project relevance and industry standards  Responsible for enhancing SEO rankings via off-page activities  Monitor and report on key performance metrics for organic search: ranking, traffic from search engines, conversion rates, etc.
$140 USD en 7 días
0,0 (0 comentarios)
0,0
0,0
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Hello Sam! Google Sheets is a great option but it's best for small sets of customers and less automation. Here's why; Based on your very well outlined brief, I feel like using Google Sheets with a free CRM integration would only complicate your business process. For instance the idea of populating DELIVERY QR CODES for your drivers, or CUSTOMIZED ALERTS could prove impractical. Again, if you're dealing with customers who have different outlets and varying prices for the same products, then you want something a little more refined than Google Sheets. Varying prices may need editing formulae for each customer's tab, which your CRM Manager will have to do manually - as we both know, the result of erroneous input here is chaos. Perhaps we could re-look into your decision and use a REAL CRM software. Your budget is enough to acquire one and you won't have to go through the hassle of Google Sheets. The benefits of a REAL CRM software are; customization to fit your business process, automation, reliability and ease of use. However, as a developer myself I understand that anything can be tweaked - so we can as well proceed with Google Sheets, only that it will be like a cruise with patches and nails around the walls. I hope my insights will be of value to you and look forward to your award. You can always get in touch anytime. :D Our Profile => https://www.freelancer.com/u/TechGewitzt Our Rating => Quite the highest attainable :D Our Quality => Exemplary Thank you for posting!
$250 USD en 14 días
0,0 (0 comentarios)
0,0
0,0
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********* Suite/Perfex CRM expert ******* This is CRM/ERP expert with rich experience and so I am interested in the job. Could you contact me so we can discuss further over chat? I hope to work with you
$240 USD en 6 días
0,0 (0 comentarios)
0,0
0,0
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Hi, From project description it seems a very interesting automation that needs to be done. I am really interested to work with you accomplishing this project quickest possible. I am a gold google product expert and I have all required skills and expertise that I can use to deliver you this project the way described in the requirements. Please let me know if you require any further information. Best regards, Abbas Abdulla
$200 USD en 5 días
0,0 (0 comentarios)
0,0
0,0

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Bandera de CAMBODIA
Phnom Penh, Cambodia
5,0
2
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Miembro desde ago 1, 2020

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