CRM implementation for fitness club

Published: Jun 11 2021
Valid until:
Jul 11 2021
Type:
hourly rate
Budget
$4,000

Project description

CRM implementation for fitness club

Project scope

CRM building / PoC
Custom fields configurationDatabase upload/migrationEmail integration, email trackingFiltering setupEmail templates setupMobile app configuration
CRM optimization
Forecasting setup (probability, expected close date)Lead sources setupLost reasons configurationLabeling (hot leads, warm leads)Contract templates (depending on the customer)Security setupProducts (optionally, basic)Marketing integration (newsletter)Website forms integrationLead sources integration
Sales process building
CRM rules buildingLead qualificationCollecting information about customer profileLeads/contacts segmentationActivity planningReviving lost leads
CRM analytics
Insights and dashboard setup Google Sheets/Excel integrationEmail reports / notification setupSales team structure, goals and remuneration
CRM integration
Calling system integration (mobile phones)

Required software

  • Pipedrive

Skills

  • CRM
  • Implementation

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