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Apptivo CRM setup

$30-250 USD

Închis
Data postării: peste 2 ani în urmă

$30-250 USD

Plata la predare
Transferring from 17Hats, Smartsheets to Apptivo We will need the following setup: Transfer contacts from 17Hats to Apptivo 3 Users and privileges setup Templates (already made) Automation and workflows (time and event triggers) Google Form to create new contact integration Google Form to update notes/description in contact Set up with payments, invoicing, quotes, receipts, esign contracts Ability to make relationships with contacts Email integrations (3 emails) Phone calling and texting
ID-ul proiectului: 31884745

Despre proiect

3 propuneri
Proiect la distanță
Activ: 2 ani în urmă

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3 freelanceri plasează o ofertă medie de $216 USD pentru proiect
Avatarul utilizatorului
PHD IN SOFTWARE DEVELOPMENT AND ARCHITECTURE. EXPERT IN ABOVE NAMED SKILLS. HELLO DEAR CLIENT! Thank you for sharing your project details, I have read and understood them. Am interested in your project and I would like to take part in making it a success. Please consider me. I will work to your satisfaction by providing the best quality and communicate throughout the project. Please send me a message we discuss more about your project. CHEERS.
$200 USD în 7 zile
0,0 (0 recenzii)
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Avatarul utilizatorului
Hi, I'm Arun Isravel from Apptivo CRM Customization and Migration expert of 4+ yrs of working experience in Apptivo Software Private Limited. I was previous employer of Apptivo. I could have great experience in Apptivo Migration and Apptivo CRM end to end implementation manager. I'm well experienced person in Apptivo Migration and Client workflow set up and business process implementation in Apptivo. Basically, we are I was expert to Apptivo CRM set up and CRM migration for Apptivo CRM, invoices, emails, calls logs and so on.. We are using the Apptivo CRM set up and Migration apps for Entire Apptivo apps Leads Customers Contacts Opportunities Invoice Estimates Customer Payments Payment Integration E-sign Approval Workflow Management for e-sign Projects Emails Call Logs Calls and Texting Notes Tasks Work Orders Items Inventory Management Triggers (Event & Time) Template Set up Automation Google Form Integration Data management Project Management entire Workflow management of Apptivo And so on Apps I can set up and import into the Apptivo System. Especially Apptivo CRM Project I have worked more 60+ projects. Hopefully, I'm the right fit for this Apptivo CRM and Migration system. I'm looking for a positive response from you. Thanks, Arun Isravel Apptivo CRM Implementation Partner.
$247 USD în 6 zile
0,0 (0 recenzii)
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Avatarul utilizatorului
Hello my name is Efrain Gomez. I am Project Manager. I am an expert in the implementation of CRM Apptivo. I am analyzing, diagnosing, and designing workflows that are later implemented in the CRM, adapting the best practices to the needs of the companies. I provide technical support and make the required configurations to adjust the master layout in the different applications and integrations with other software. I design training programs to explain how to use the various applications available in CRM. I can make all the configurations that you need in approximately 5 days. Enough time to perform several tests to ensure that everything works correctly I genuinely want to learn about your thoughts for getting the most out of your business. Best Regards Efrain Gomez
$200 USD în 5 zile
0,0 (0 recenzii)
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Despre client

Steagul UNITED STATES
Spring, United States
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Membru din oct. 21, 2021

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