Configure a CRM system (Salesforce, Pipedrive or other)

We are looking for a CRM Expert that has enough knowledge about the tools in the market so it can:

1. Recommend the best tool to use based on our scenario below

2. Help us configure the tool to fit our scenario below

When you bid for the project please write in the project description what CRM you recommend we need to use based on the scenario below. PLEASE DO NOT BID WITHOUT RECOMMENDING A CRM IN THE PROPOSAL OR YOUR BID WILL BE IGNORED.


We need to import a list of leads we purchaseWe mail them a letter, email or call. (we'd like to differentiate in the stages between mail sent, or contact made via email or call)They then have to apply to get accepted on an online form (form to be generated and customized using the CRM, and upon application, an automatic email needs to be sent to the lead)Once applied the status should change/progress and all the fields should be updated for the lead and its [login to view URL] reviews the applications and progresses them to the next stage, which needs to trigger a welcome [login to view URL] an admin progresses an application to accepted a contract needs to go out to the applicant (e-signature required therefore integration with the CRM is crucial)Upon signing the document the lead has to be moved to a different stage awaiting payment and a payment email sent out(ideally the CRM can integrate with stripe)After payment is made the lead needs to become a member (with welcome email)Once a member admin needs to have the ability to allocate the member to a group with other [login to view URL] needs to be an ability to send a recurring meeting invite via Zoom for the group.

Admin wants to see potential value for all cold leads imported, the potential value for those contacted, revenue based on those converted to members, recurring revenue and future projections.

Skills:, CRM, Salesforce App Development, Dynamic 365

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About the Employer:
( 37 reviews ) Bronshoj, Romania

Project ID: #22359924

14 freelancers are bidding on average $204 for this job


SALESFORCE- According to the given scenario, I would recommend Salesforce. Hi There, I am a Senior Salesforce Admin, Consultant, and Developer with 7+ years of experience in Salesforce. I am a highly trained Salesforc More

$250 USD in 7 days
(26 Reviews)

Hello AS PER YOUR REQUIREMENT I WOULD SUGGEST YOU SALESFORCE I am glad to tell you, I am Salesforce certified with a strong knowledge of Salesforce Architecture, Design, and Development along with an experience of 10 More

$250 USD in 7 days
(5 Reviews)

The Recommended CRM would be Salesforce as per requirements, has wide variety features. I'm a professional Senior Salesforce Consultant over 5 years of experience with a strong knowledge of Salesforce Architecture, D More

$250 USD in 10 days
(4 Reviews)

Hi, Based on Above Scenario I would recommend to go with SalesForce. Professional Certified SalesForce Developer can help you with Salesforce Setup and configuration, can start by the time you hire. Do have a stro More

$140 USD in 7 days
(10 Reviews)

10 years career of delivering the advanced solution and implementing both technical and business strategies solution on [login to view URL] platform, Salesforce certified architect and ZOHO expert too. Salesforce Certified More

$250 USD in 2 days
(4 Reviews)

Both products can be used to suit your needs. I can only guess what your decision making parameters are... But, if purely looking from a commercial standpoint, Pipedrive has a compelling case. Salesforce is pricier. Bu More

$250 USD in 7 days
(1 Review)

1x Certified Salesforce Professional Hey, I am Fateh Singh, having 9-year experience in Salesforce and [login to view URL] platform with extensive knowledge of Business Process and Salesforce Customization/Development. Core Com More

$225 USD in 5 days
(3 Reviews)

Just had a quick visual over your project's posting. I am more than happy to proceed with you. However, i have some questions which i like to ask. Can you message me over the chat so we can start? I will display my re More

$140 USD in 7 days
(0 Reviews)

I would recommend Salesforce. Hi, How are you? I am a Salesforce consultant/developer with 6+ years of experience. I’ve worked on every aspect of [login to view URL] ranging from Sales cloud, Apex, APIs, Service Cloud, Ma More

$200 USD in 7 days
(0 Reviews)

Hello Sir, I have read your requirement carefully. I can do this job easily.. I have great knowledge in core,cordignetor and Laravel. More than 6+ year experience. I have already developed many web application, ERP, More

$140 USD in 5 days
(0 Reviews)

➢ I am certified developer (Administrator ,Salesforce Platform Developer-1,Einstein ) having more than 5 years of experience in software development using Salesforce Lightning Platform development tools. ➢ Exposed into More

$140 USD in 7 days
(1 Review)

Hi, Salesforce will be the best suit accirding to your requirements. M certified salesforce developer and administrator having 2 years experirnce of salesforce application development. Expert in visualforce, apex, tri More

$200 USD in 14 days
(0 Reviews)

I have designed CRM pages for multiple clients over the years, mostly in Salesforce. I also have experience in requirements gathering and reporting. I use a modeling program to display how the CRM pages should be con More

$280 USD in 7 days
(0 Reviews)

Hello, Read your job details carefully, I am a Senior Salesforce Admin, Consultant, and Developer with 7+ years of experience in Salesforce. I can do your work if you will provide me more details of project.I will de More

$140 USD in 7 days
(0 Reviews)