Find me a CRM that is ideal for an online freelancing platform like Freelancer 2

$30-250 CAD

Closed

Posted

over 5 years ago

$30-250 CAD

Paid on delivery

Find me a CRM that is ideal for an online freelancing platform like Freelancer or Upwork, with the following features: - Can track visitors and users’ behavior on the website - Has strong marketing automation capabilities - Can automatically track a user’s project types (what categories of project they are working on) and the project’s state (open, closed, in progress, complete, paid,etc…) - Is suitably priced for our budget ($100/month if it’s a SaaS) - Include the word superstar in your proposal if you are reading this - Can give detailed reports of sales per customer, per category, per marketing channel, etc… - Allows us to set up automated workflows to automatically take a large number of possible actions based on users’ behavior, information related to their projects, or any other event that we define - Can obviously handle email campaigns as part of the automated processes we define - Ideally, multi-funnel capable, since the same user can be at a different stages of the funnel across several funnels (project creation/progress) at the same time

Project ID: 17646443

About the project

4 proposals

Remote project

Active 6 yrs ago

Looking to make some money?

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4 freelancers are bidding on average $240 CAD for this job

@StreamlineBiz

SUPERSTAR Now that you know that I can follow instructions .... I specialize in working with professionals to streamline their business to dramatically increase productivity, profitability and the quality of life. I am a freelancer and have set up my own system with a popular CRM. What I found was - to stay in that price range and to have those features - that I actually had to use a program (like Zapier) - to connect apps that have functional competitive strengths - such as CRM, Messaging (Slack), Accounting ( Quickbooks), Campaigns (Mailchimp). etc. Programs have their niche, but I haven't seen any that really pull it together perfectly - for that price. In addition to a search, I can share with you what I've setup so far and why, and depending on the application - I can design and work on the implementation with or for you - since that is what a large portion of the services I provide are. It all starts with a conversation. Don't hesitate to message me for additional information. If you would like to order, please message me first to discuss. .

$277 CAD in 3 days