Pipedrive or TimeDigital CRM implementation and integration

Published: Aug 18 2020
Valid until:
Sep 18 2020
Budget
Not specified

Project description

We are a medium size company (NGO) looking for an expert to help us with the following tasks:

- Setting up Pipedrive or TimeDigital account based on the previously agreed specification

- Defining Initial setup (pipelines​,​ fields​,​ reports​,​ dashboards​,​ leads segmentations)

- Website forms and lead sources integration

- Importing data from xls. and spreadsheets

- Integration with e-mail

- E-mail automation - crucial as different emails have to be sent at different stages. Sending emails has to be triggered by changing deal status​/​stage in CRM

- Activity planning for deals

Required software

  • Other
  • Pipedrive

Location

Kyiv, Kiev, Ukraine

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