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Help with CRM & Workflow.

Hi there

We are looking for some help in setting up our business workflow.

We want to pull our Facebook leads and other leads into a CRM and then understand how we can take that customer through our Sales CRM to the point where they become a sale which is then processed & connected to Freshbooks (which then creates their recurring profile) which is then connected to Stripe to complete the payment. Along the way we want automated emails triggered in Mailchimp and various SMS sent out etc.

Ideally, (once the above is completed), we would like to be able to integrate a page on our website where clients can also order our services which we only currently offer through ordering over the phone.

Any suggestion or ideas on how to simplify this workflow would be also welcomed.

Kind Regards

Skills: CRM, Facebook Marketing, Mailchimp, PayPal API, Stripe

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About the Employer:
( 95 reviews ) United Kingdom

Project ID: #14721252

29 freelancers are bidding on average £24/hour for this job

arhamsoftltd

Hello Dear, Good Day! I am a senior CRM developer with 10 years experience and already developed and fully setup different CRM. Give me you CRM details with credentials so I can pull your Facebook leads and other More

£25 GBP / hour
(2 Reviews)
5.7
kohliintl

Hi there. I'm an Expert in Email Automation & Integration. If you look at my profile you will see several project similiar in nature to your requirements. Using Multiple Platforms to do various process of your Busine More

£30 GBP / hour
(40 Reviews)
5.4
mithusamsukha

Dear Client I have 6+ years of experience with Development and Designing. I have worked on lots of projects and offering below services :- 1 PHP Frameworks (Laravel and CI) 2 CMS (Joomla , WordPress , Magneto More

£18 GBP / hour
(13 Reviews)
5.1
posspooja

Hello, I am an PHP Developer with more than 7 years of experience and shall get this done in about 5 days' time. Let me know if you have any doubts / queries about my expertise, will be more than happy to addre More

£18 GBP / hour
(1 Review)
4.6
bdsiddhi

Dear Employer, Greetings !! It’s really exciting that we have similar kind of expertise and work experience. As per my understanding on the project brief, you are looking for expert developers to map business lea More

£21 GBP / hour
(4 Reviews)
4.1
opensourcedev21

vtigercrm/CRM expert here. If you are looking for CRM solution then vtigercrm is ideal one which is also a open source & can be customized to your requirements. As of other CRMs it has good Lead Management section and More

£18 GBP / hour
(3 Reviews)
3.3
endivesoftware

*** Certified Salesforce ADM201, DEV401, Developer 1, Platform App Builder *** Dear Client, By going through your requirement to work on CRM, I am happy to get interviewed for this work, I had invested more tha More

£30 GBP / hour
(1 Review)
3.4
xtreemsolution

Hi There I am Sam, having 7 years of experience in this domain personally to manage and execute the project as per client vision and my company always believe in providing quality design and development for representi More

£18 GBP / hour
(1 Review)
2.0
parvaizalam07

I can complete the job for you by using a software called zapier wherein i will automate all the data from one application to the [url removed, login to view] and every application will receive the data automatically from one another.

£20 GBP / hour
(1 Review)
0.6
SoftoMozo

Run by IITians and based in Delhi, India, we cover complete horizon of Software development and Online solutions and services. We have been delivering with utmost efficiency at affordable pricing. Apps- Productivity: More

£30 GBP / hour
(0 Reviews)
0.0
shahiddar

HELLO My name is shahid dar . I have 8+ years of experience in lead generation.I’m a certified lead generator. I have completed 100+ projects on lead generation.I also have 5+ years experience in CRM and worked on ma More

£20 GBP / hour
(0 Reviews)
0.0
nishthamarwaha

Hey There! I have read your job description in detail and would like to apply for it. I find myself eligible for this job since I am having 7 years of extensive experience in Website Development and Designing. I a More

£30 GBP / hour
(0 Reviews)
0.0
dinovoloder

Hello. Dino here from Lembro design team. We are interested to discuss with you about your project. Please, check our portfolio and ask questions if you're interested. Hope to hear from you soon. [url removed, login to view] More

£20 GBP / hour
(0 Reviews)
0.0
£20 GBP / hour
(0 Reviews)
0.0
DevelopmentCI

Hello! I'm developer with extensive experience. I lead the mobile development team. We have a lot of expertise in following types of Applications: Social Network (Android + iOS + Web), Messengers, Highload and scalab More

£31 GBP / hour
(0 Reviews)
0.0
ridhamwebtech

Hello Sir, I hope you are doing well, I am full stack Web Developer and Designer. I am working on PHP, Magento, Wordpress, Laravel, Yii, Zend, Symfony and CakePHP since last 8+ years. I have expertise on Frontend sk More

£36 GBP / hour
(0 Reviews)
0.0
crmpartner

We are happy to work with you on this, we're a premier partner of several CRM platforms - from Salesforce, Microsoft, HubSpot and Zoho. Looking over your needs, you may want to use a different ESP (Email) system. Pr More

£38 GBP / hour
(0 Reviews)
0.0
tjcg

We are passionate team of developers. Till now we have competed in the local market and now we are hitting to the online market as we want to expose our skills and expertise to the another level. We have 7+ years of More

£20 GBP / hour
(1 Review)
0.0
drudev

Hello. I am a web developer with 15+-year experience . I work remotely on DigitalRay company - [url removed, login to view] - LA (USA). Technical knowledges: [url removed, login to view] JavaScript Ruby RoR ASP.Net C#, Java, Python, Zend, CakePHP, Symp More

£30 GBP / hour
(0 Reviews)
0.0
GoodMan786

"Rate and duration will be fixed on discussion" Greetings, I have read your job details and requirements attentively and feeling like I will be the exact person that you are looking for.I always try to provide you More

£20 GBP / hour
(0 Reviews)
0.0