Odoo CRM, Sales & Automation Integration

$250-750 USD

Geschlossen

Veröffentlicht

vor 15 Tagen

$250-750 USD

Bezahlt bei Lieferung

I require an Odoo expert to automate tasks within my business. This involves: - Sales and CRM: A seamless system that streamlines sales and communication with our customer base - WhatsApp Integration: An impressive system that sends and reacts to WhatsApp messages automatically - Email Automation: An efficient system that allows automatic replies, scheduled sending, and manages email campaigns This project demands a good understanding of Odoo and automation techniques, knowledge of WhatsApp and email systems, and a knack for simplifying complex workflows. The objective is to improve efficiency, communication, and customer interaction within the company. Upon customer sign-up, the system would trigger a series of communications via WhatsApp, SMS, and Email throughout their subscription period, including renewal reminders and campaign broadcasts. Welcome communication (Email and WhatsApp) on the day of sign-up: a. Renewal b. New customer One month into the subscription: Email and WhatsApp to inquire about their experience. Three months into the subscription: Email and WhatsApp follow-up. Six months into the subscription: Email and WhatsApp check-in. One month before renewal: Email and WhatsApp reminder. Fourteen days before renewal: Email reminder. Ten days before renewal: WhatsApp reminder. Three days before renewal: Email and WhatsApp notification. On the day of expiry: Email and WhatsApp alert. Additionally, a sequence of emails would be scheduled if the customer doesn't renew: One day after expiry One month after expiry Three months after expiry Six months after expiry Eleven and a half months after expiry One year and one day after expiry We will also transition from HubSpot to Odoo CRM. Moreover, we require a chat widget implemented on our websites, generating a pop-up for our system administrators for immediate replies. Could you provide pricing, timelines, and any suggestions to enhance this process?

ERP

Odoo

CRM

Projekt-ID: 38064414

Über das Projekt

33 Vorschläge

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Aktiv vor 9 Tagen

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33 Freelancer bieten im Durchschnitt $595 USD für diesen Auftrag

@AwaisChaudhry

Hi Good morning , How are you? I just saw your job posting . I see you have been looking for someone experience with these technologies ERP, CRM and Odoo. I believe this is some thing I can help you with because I have 9 years of experience working with these tech stacks and 8 years of experience working on freelancer.com which you can confirm from my profile: https://www.freelancer.com/u/AwaisChaudhry I have few questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements. 2. Do you currently have anything done like Wireframes, UI/UX? Or this job has to be done from scratch? 3. What is the timeline to get this job done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Lets start the chat and discuss your job in detail and we will continue from there. Regards, Awais

$750 USD in 14 Tagen

5,0

(4 Bewertungen)

5,5

@OutsourceMan

With over 18 years of experience in CRM and ERP, I have a profound understanding of how automation can revolutionize businesses. Your project aligns perfectly with my expertise in Odoo, PHP, and WordPress. My wide range of skills will ensure the successful integration of Odoo CRM, Sales, and Automation to streamline your tasks, optimize communication with customers, and enhance your overall efficiency. One highlight that sets me apart is my extensive proficiency in data scraping anysource - an invaluable skill for effectively transferring your data from HubSpot to Odoo CRM without hitches. Moreover, my experience with CRMs' intricate design allows me to offer prudent suggestions throughout the process to further enhance efficiency. In addition, I am well-versed in implementing WhatsApp and email systems, and adept at creating customized workflows based on specific triggers like customer sign-ups or subscription renewals. I will make sure that all the scheduled emails and WhatsApp messages are promptly sent out according to their respective timelines. More so, as a developer who has had a significant impact on websites using popups for system administrators' prompt replies, integrating a chat widget into your websites will be seamless for me. Trust me to deliver a system that not only meets but exceeds your expectations on performance and convenience

$500 USD in 7 Tagen

5,0

(8 Bewertungen)

5,6

@REPLATechnology

As a Full Stack Developer with over 9 years of experience, I'm excited about the opportunity to streamline and automate your business processes using Odoo. I specialize in Odoo customization and integration, ensuring seamless sales and CRM functionalities. My expertise extends to integrating WhatsApp and email systems within Odoo for efficient communication and automation. To enhance your process, I propose a phased approach, starting with a thorough analysis of your current workflows and requirements. We'll then design and implement customized automation solutions tailored to your specific needs. Pricing and timelines will be provided based on the complexity of the project and the scope of work involved. Let's collaborate to optimize your business efficiency, enhance customer interaction, and drive growth through automation with Odoo.

$650 USD in 13 Tagen

5,0

(5 Bewertungen)

4,3

@AmazingEngr76386

With a solid background in project management and a deep understanding of CRM systems, particularly Odoo, I am well-equipped to streamline and enhance your business processes. My expertise aligns precisely with your project's core needs – integrating CRM and Sales, automating communication through multiple channels like WhatsApp and email, not to mention cultivating customer relationships through periodic interactions. Given that I have experience managing projects of various scopes and sizes, my ability to organize complex tasks and meet deadlines ensures a smooth transition from HubSpot to Odoo CRM for your business. Additionally, my data analysis skills are an advantage; I can use them to confirm the effectiveness of our implemented strategies by monitoring customer engagement and generating insightful reports to inform decision-making. In sum, as you envision better communication, elevated efficiency, and increased customer satisfaction within your company, I am an enthusiastic solution-provider who promises not only technical expertise but also a drive for outstanding results. My strategic mindset will offer valuable suggestions to further refine your processes, taking into account your budget and timeline requirements. Let's join forces to turn your vision into a reality!

$500 USD in 7 Tagen

5,0

(3 Bewertungen)

4,1

@rashidamjad

Hi there, I'm thrilled to apply for your Odoo CRM, Sales & Automation Integration project. With 4-5 years of experience in Odoo, CRM and ERP, I'm confident in my ability to bring valuable insights and expertise to your initiative. Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Feel free to check out my profile, showcasing my portfolio, past jobs, and client reviews. It reflects the quality and professionalism I bring to every project. My goal is to provide a competitive budget without compromising on quality. Thanks for considering my proposal. I'm eager to collaborate and contribute to your project's success. Let me know if you need any more information. Best regards, Rashid Amjad

$700 USD in 15 Tagen

5,0

(3 Bewertungen)

4,2

@hardikbhatt05000

Hello sir, i have more than 7 years of experience i have completed many integrations so please give me a chance to work with you thank you

$555 USD in 7 Tagen

5,0

(2 Bewertungen)

2,1

@AgustinMaidana

HelloMarc S. I have read your project description carefully and it sounds very interesting to me cuz I am automation expert. I have a that has a strong experience for CRM, Odoo and ERP and I am sure that would perfectly satisfy your requirements. I would appreciate the opportunity to further discuss your requirements in detail through chatting. Please contact me if you have interesting me. Thank.

$250 USD in 6 Tagen

0,0

(0 Bewertungen)

0,0

@emdi85

⭐★★Have a nice day★★⭐I fully understand what you want. As a senior developer, I can deliver the best results in the shortest amount of time. I look forward to seeing your messages in my chat. Thanks

$500 USD in 7 Tagen

0,0

(0 Bewertungen)

0,0

@go0143

Thanks for having a look at my profile! Are you looking for a social media assistant and manage your accounts? I m here to help you to get specific traffic, organic followers, engagements, posting, and all social media accounts promotion I am Professional Social Media Marketer, already helped many businesses to grow by using social media platforms, especially Instagram, Facebook, Linkedin, Pinterest, and Twitter. I am an expert in creating, building, and managing social media pages to increase the audience, and engagement and grow the business of my clients. My key services : -Instagram Marketing -Facebook Marketing -Twitter Marketing -LinkedIn Marketing & Outreach -Pinterest Marketing & Management -Twitter Marketing -Youtube Marketing -Quora Marketing -NFT Marketing -Social Media Content Creation -Canva I am 100% dedicated to satisfying my clients and giving them positive results, and I always value quality. I am open to working anytime, individually or with a team, and I m always willing to learn new skills and strategies to make a project successful. Let us discuss your business or project to know if I m the perfect person to help you. Thank you so much. Best regards, Vipan

$300 USD in 7 Tagen

0,0

(0 Bewertungen)

0,0

@Yarazik786

Feel free to contact me for Odoo CRM, Sales & Automation Integration .shoot me message to discuss further more details .i provide the comments,images,videos,demos and live sessions in order to help the clients. Make payment only after the work is done. Thank you

$500 USD in 7 Tagen

0,0

(0 Bewertungen)

0,0

@masterraju686

With our comprehensive understanding of Odoo and automation techniques, your project would be in capable hands with GlobalGeek Infotech. We have 10 years of experience developing bespoke CRM and ERP software solutions that precisely cater to the unique requirements of each business, which aligns perfectly with your needs. We're well-versed in managing complex workflows and synthesizing various communication channels into a seamless system—essential for your desired automation processes. Our skills extend far beyond just Odoo. Having proficiency in frontend and backend development technologies like PHP (Laravel), Python (Django), and a keen understanding of databases like MySQL, we can ensure not only flawless integration but also customization should any adjustments be needed along the way. Additionally, we're skilled in API integration and development, which is crucial when you plan to transition from HubSpot to Odoo CRM. Moreover, our technological expertise isn't limited to CRM alone. We've successfully designed and developed websites and implemented robust chat widgets on various platforms. Thus, integrating a chat widget generating pop-ups for immediate replies would be a task executed with precision and efficiency by our team. In conclusion, my team at GlobalGeek Infotech has a spirit of innovation

$900 USD in 25 Tagen

0,0

(0 Bewertungen)

0,0

@ajeshjanardanan

Hi Marc S., How are you doing? As a professional developer with expertise in Odoo, ERP and CRM, I eagerly anticipate the opportunity to complete this project for you. Please drop me a message to discuss the project detail. Thank you for considering my services.

$250 USD in 5 Tagen

0,0

(0 Bewertungen)

0,0

@moizdzo3l

Hi, With my expertise in Odoo and automation techniques, I am confident that I can help streamline your sales and customer communication processes, integrate WhatsApp for automatic messaging, and set up an efficient email automation system. Having completed similar projects before, I understand the importance of improving efficiency, communication, and customer interaction within a company. My goal is to simplify complex workflows and enhance your overall business operations through strategic automation. For this project, I plan to: -Develop a seamless system for sales and CRM to streamline communication with your customer base -Implement an impressive system for WhatsApp integration that sends and reacts to messages automatically -Create an efficient email automation system for automatic replies, scheduled sending, and managing campaigns I believe that my skills and experience make me an excellent fit for this project, and I look forward to discussing how I can contribute to its success. Regards, Moiz

$750 USD in 7 Tagen

0,0

(0 Bewertungen)

0,0

@akhilkanaujiya98

Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. RoundWeb Infotech is a dynamic and agile tech firm based in India. Our team is highly skilled and dedicated to delivering top-notch services. We are confident that our comprehensive range of services will effectively address your business needs and exceed your expectations. With over 10 years of successful experience, our pro-experts specialize in design, development, and various IT solutions. We ensure 100% client satisfaction through multiple iterations and unlimited revisions. Our team comprises industry experts proficient in: • Over 20 popular programming technologies and 30 frameworks • Website/CMS/Mobile app development • Graphic design, brand identity, and custom user interface design Are there any details you would like to discuss with us? Please feel free to connect with us via chat to discuss your goals for this project in detail so we can immediately start working on your project! We look forward to potentially contributing to your project and enhancing your business assets. Best Regards, Team at RoundWeb Infotech https://www.freelancer.com/u/akhilkanaujiya9

$750 USD in 20 Tagen

0,0

(0 Bewertungen)

0,0

@gpellosis

AWARD THIS PROJECT TO ME. BE HAPPY MAJORITY OF MY CLIENTS ARE USING ODOO ON WHICH I COMPLETED THE SAME PROJECTS. I bring you more than just 15 years of ERP experience; I bring a specialized knowledge and expertise that comes from being an Odoo veteran. Having worked with numerous clients, many of whom employ the Odoo CRM system like yourself, I have consistently delivered results by streamlining sales processes, improving communication with customers, and increasing overall efficiency. My skills extend beyond Odoo and encompass other essential areas that your project demands. Email automation and campaign management? I'm your guy! My exposure to various large-scale systems has equipped me to create effective automatic replies, schedule email broadcasts, and manage campaigns flawlessly. Additionally, my knowledge of WhatsApp systems empowers me to integrate it seamlessly into your workflow - crafting intelligent automated responses, and effectively analyzing customer communications. Let's not forget transitioning from HubSpot to Odoo CRM. Not only have I spearheaded such transitions before, but also helped businesses with similar Proactive Monitoring systems which generate emails for administrators' immediate action. This speaks directly to the pop-up chat system you desire. Awarding this project to me guarantees a world-class automation system that will truly transform your workflow into an efficient and effortless masterpiece.

$500 USD in 7 Tagen

0,0

(0 Bewertungen)

0,0

@ksandeep776

Hi There, How are you doing? I've reviewed your requirements for automating tasks. I noticed you're seeking someone experienced with ERP, CRM, and Odoo technologies. I have 6+ years of experience in Odoo ERP, I believe I can assist you with this. Confirmations: Email and WhatsApp on the day of sign-up: Yes Transition from HubSpot to Odoo CRM: Yes I'd welcome the chance to chat further and discuss your requirements in detail. Looking forward to it! Regards, Sandeep

$600 USD in 15 Tagen

0,0

(0 Bewertungen)

0,0

@Minakshi0925

Yes I have read your project and understood requirements but have some doubts. please message me so we can discuss in detail. i am ready to start work

$500 USD in 7 Tagen

0,0

(0 Bewertungen)

0,0

@Nehag510

As a seasoned full-stack developer with a fervent passion for web development, I am confident that I have the skills and expertise required to take on your project. With my 5+ years of experience and profound knowledge in MERN stack, Laravel, Python Django, and PHP, I've successfully designed and implemented various applications with complex workflows, automation processes, and integrations. My comprehension of Odoo and automation techniques coupled with my strong grasp of front-end technologies HTML, CSS, JavaScript, plus frameworks like React, Vue, and Angular ensures I can simplify daunting CRM challenges. I have successfully transitioned companies from other CRM systems to Odoo so migrating from HubSpot won't be an issue. Also noteworthy is my ability to generate ingenious solutions without sacrificing efficiency or functionality. In addition to WhatsApp integration and email automation which I'm already well-acquainted with, I'm confident I can implement that chat widget generating pop-ups for immediate replies that you require. Overall partnering with me guarantees a streamlined system that enhances efficiency in sales and communication while simplifying complex workflows within your business. I look forward to hearing from you soonest as we bring this vision to reality. Thank you for your consideration!!!

$600 USD in 7 Tagen

0,0

(0 Bewertungen)

0,0

@ambientinfotech

As an accomplished IT service provider, we at Ambient Infotech have been solving complex business problems for nearly a decade. Our far-reaching technical competency and dedication to client satisfaction make us the perfect fit for your Odoo CRM, Sales & Automation Integration project. With an expertise spanning various platforms including WordPress, Clavio, Magento, Shopify, Laravel, OpenCart, PrestaShop, and more, we promise to deliver a high-quality solution tailored specifically to your unique needs. We are well-versed in technologies that would enhance your system’s WhatsApp and email automation capacities, propelling your executives' instantaneous responsiveness and ensuring a smooth client experience right from their sign-up to much beyond. Moreover, our value-added services such as offering regular updates on project status via Skype and adherence to strict project timelines are testaments to our commitment towards complete client satisfaction. We also guarantee very competitive pricing without compromising on the quality of work delivered — something I'm sure your budget-conscious team will greatly appreciate. Let's connect on Skype for a detailed discussion about your project timeline and how we can provide an even better solution to enhance your business functionalities through Odoo Integration.

$650 USD in 8 Tagen