Pipedrive or TimeDigital CRM implementation and integration
Published: Aug 18 2020
Valid until: Sep 18 2020
Valid until: Sep 18 2020
Budget
Not specified
Other
Pipedrive
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
