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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

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

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)
4.7
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
(49 Reviews)
3.7
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
(7 Reviews)
3.3
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
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
RameshMarand

Hello Mate, Hope you are doing well. Can we have a quick call to discuss the scope in detail? This is Ramesh from Shaligram Infotech. We have vast experience in website development, software development and Mobi More

£18 GBP / hour
(1 Review)
1.0
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
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
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
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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

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(0 Reviews)
0.0
£20 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
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
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
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
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
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
Flitwebs

Hello Team We have just checked out your requirement and we are certain that we would be the suitable fit for this job as we have previously developed a number of Websites and have about 4.5 years of work experience More

£30 GBP / hour
(0 Reviews)
0.0
ZAHURUL125

Hi, I have read through your project description. I am quite sure of doing this project with 100% accuracy. I will work as per your direction. I will be right person for your project if you hire me on this project. th More

£20 GBP / hour
(0 Reviews)
0.0