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I run a luxury car showroom and am ready to leave spreadsheets behind. I need a seasoned CRM professional to help me choose, license, and fully configure an off-the-shelf sales tracking platform—Salesforce, HubSpot, or Zoho CRM are all acceptable if they cover my needs, but i would like advise and also if theres others i am flexible. Core requirements • Lead tracking from first enquiry through purchase • Clear, real-time sales performance reports for management • Automated follow-ups (email/SMS) that feel personal to high-net-worth prospects The system must work flawlessly on our front-desk desktops and on the mobile phones that my salespeople carry during test drives and off-site events. We use auto trader for our advertising linking to that would be a bonus. Scope of work 1. Discovery session to understand our current workflow and data. 2. Written recommendation of the best license tier and any add-ons. 3. Hands-on setup: pipelines, custom fields (model, trim, trade-in value, finance option), user roles, and permissions. 4. Dashboards and scheduled reports for daily, weekly, and monthly performance. 5. Automated follow-up sequences that trigger after a test-drive, quotation, or inactive period. 6. Data import of existing leads and deals (new business so very small amount). 7. Two-hour live training (desktop and mobile apps). 8. 30 day of post-launch support to iron out issues. Acceptance criteria • New lead can be logged in under 30 seconds on both desktop and mobile. • Manager dashboard shows current month target vs. actual at a glance. • Follow-up automation triggers correctly for all three defined scenarios. • All users can log in and complete a test sale without assistance. If you have demonstrable experience rolling out CRM for automotive or high-ticket retail, I’d like to hear how you would tackle this and how quickly we can be live.
Projekt-ID: 40273152
60 Vorschläge
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60 Freelancer bieten im Durchschnitt £548 GBP für diesen Auftrag

As the founder of WellSpring Infotech, I know the transformative power that the right CRM can have on a business's operations. With more than a decade of experience and a diverse portfolio ranging from healthcare to fintech, our expertise in tailoring strategic software solutions to meet unique business needs is unparalleled. In addition to our technical skills, our approach sets us apart. We carefully examine your current workflow and data before making recommendations, ensuring that our solution meets not only your current but also your future needs. We prioritize clear, real-time reporting and automated follow-ups that engage high-net-worth clients discretely-- all features quantified as core requirements in your project. Moreover, we are adept at handling off-site sales work thanks to our experience in developing mobile apps for several projects. This means that not only will your front-desk operations be smooth but your salespeople will be equipped with a system that works flawlessly during test-drives and off-site events. Importantly, we provide an extensive form of post-launch support to iron out any wrinkles and ensure the system performs optimally for your team even after the initial setup period has ended!!! Thank you!!!
£750 GBP in 7 Tagen
6,1
6,1

As a highly experienced Zoho Certified Developer with a significant track record in successfully integrating CRM solutions for businesses like yours, I am confident that I have the skills and expertise to deliver an exceptional result for your luxury car showroom. Having worked extensively with Zoho CRM and Auto Trader, I understand the unique requirements of high-value sales and the need for seamless integration between multiple platforms. My approach to this project would begin with a comprehensive discovery session, ensuring that I thoroughly grasp your current workflow, data flow and needs before delivering a personalized recommendation for you. From setting up tailored pipelines, custom fields and user roles to creating detailed dashboards and automated follow-up sequences, I will ensure every aspect of your requirement is addressed diligently. Additionally, my proficiency in leveraging the full power of Zoho ONE's app ecosystem can enable us to optimize every facet of your business operations, including finance and project management.
£800 GBP in 7 Tagen
6,1
6,1

hey , i can help you with zoho implementaions.............................connect to me in chats......................................................................................................................................................................................................
£500 GBP in 7 Tagen
6,3
6,3

My company, Solutionzhere, excels in implementing advanced CRM systems like Salesforce and possesses a comprehensive understanding of ERP and AI integration -- skills that will undoubtedly elevate your business to new heights. With a strong track record across the US, UK, Australia, and Europe, we consistently deliver impressive results while maintaining transparency and competitive pricings. We don't just specialize in CRM. We are proficient across all areas of ERP, CRM, and AI. Our knowledge of frameworks like Microsoft Co-Pilot and OpenAI, among others, will enable us to tackle your dealership's unique requirements effectively. Furthermore, we have first-hand experience facilitating digital transformations for high-ticket retail operations similar to yours, resonating directly with your need for a seasoned hand. Let's connect now over chat and discuss details.
£800 GBP in 5 Tagen
5,9
5,9

I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE, WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM ZERO TO PUBLISHING ON STORES. I have 10+ years of experience implementing and customizing CRM systems for high-ticket sales environments, including automotive and luxury retail. I can lead a structured discovery session to map your showroom workflow, then provide a written recommendation comparing Salesforce, HubSpot, Zoho, and other suitable platforms—focused on usability, automation depth, mobile performance, and cost efficiency. I will configure pipelines, custom fields (model, trim, trade-in, finance), user roles, dashboards, and automated follow-up sequences for post–test drive, quotation, and inactive leads. Auto Trader integration will be reviewed and implemented where API access allows. Data import will be handled cleanly, and the system will be optimized so new leads can be logged in under 30 seconds on desktop or mobile. You’ll receive live training, performance dashboards (daily/weekly/monthly), and structured post-launch support to ensure adoption and smooth operation. I eagerly await your positive response. Thanks.
£400 GBP in 7 Tagen
5,1
5,1

Hello!!! I can help you choose and implement the right CRM to replace spreadsheets with a powerful, real time sales system tailored for your luxury showroom. I will conduct a discovery session, recommend the best platform and license tier, configure custom pipelines with fields like model, trim, trade in value, and finance options, and build clear management dashboards. I will also set up automated and personalized email or SMS follow ups that work flawlessly on both desktop and mobile. I have over 5 years of experience implementing CRM automation systems for high ticket and service based businesses, including Zoho, HubSpot, and Salesforce. I have built sales pipelines, reporting dashboards, mobile ready setups, and automated follow up sequences that improved tracking, performance visibility, and closing rates. You will receive full setup, data import, live training, and post launch support to ensure smooth adoption. Let’s hop on a call to discuss timeline and budget and get your CRM live quickly and efficiently. Best Kamran.
£750 GBP in 7 Tagen
5,7
5,7

Hello Greetings, After reviewing your project description, I feel confident and excited to work on this project for you. But I have some crucial things and queries to clear out. Please leave a message on chat so we can discuss this, and I can share my recent work similar to your requirements. Thanks for your time! I look forward to hearing from you soon. Best Regards.
£750 GBP in 8 Tagen
4,8
4,8

Hi, With over 7 years of experience in CRM implementations, particularly for high-ticket retail and automotive sectors, I am confident in my ability to deliver a tailored solution for your luxury car showroom. I will start with a comprehensive discovery session to understand your existing workflow, ensuring that every aspect, from lead tracking to reporting, aligns flawlessly with your needs. My focus will be on selecting the optimal CRM solution—be it Salesforce, HubSpot, Zoho, or another option—one that not only meets your core requirements but also enhances your operational efficiency. With meticulous attention to detail, I will handle the configuration of sales pipelines, user permissions, and automated follow-ups, ensuring a seamless experience across all devices. Throughout this process, I will maintain clear and consistent communication, keeping you informed at every stage to ensure transparency and alignment with your vision. My commitment to following proper processes will guarantee we meet the agreed deadline, with a smooth transition to the new system followed by two hours of live training and 30 days of post-launch support. I am eager to assist you in moving away from spreadsheets and look forward to discussing how we can achieve a streamlined, high-performing sales tracking platform for your team.
£500 GBP in 7 Tagen
3,3
3,3

If a luxury showroom runs on spreadsheets, opportunities slip quietly missed follow-ups, unclear pipeline visibility, and no real-time sense of performance against target. In high-ticket sales, timing and presentation matter just as much as the car itself. What you need isn’t just a CRM installed you need a system that mirrors how your sales process actually works, from first Auto Trader enquiry to handover. I’ve implemented CRM systems for high-value sales environments where visibility, speed, and automation directly impact close rates. My approach would start with a focused discovery session to map your exact sales journey — enquiry source, qualification, test drive, valuation, finance discussion, negotiation, close and design the pipeline around that reality. From there, I would provide a clear written recommendation comparing Salesforce, HubSpot, Zoho, and any other suitable alternatives, outlining license tier, scalability, cost, and automotive-specific suitability. For a new but growing showroom, it’s important we choose something powerful but not unnecessarily complex. Setup would include custom fields for model, trim, trade-in valuation, finance structure, and commission logic. Dashboards would be built so you can see month-to-date performance versus target in seconds. Automations would trigger intelligently after a test drive, quotation sent, or inactivity window written in a tone appropriate for high-net-worth buyers, not generic drip emails.
£250 GBP in 7 Tagen
3,3
3,3

Hi, I can help you navigate the options of Salesforce, HubSpot, or Zoho CRM, and recommend the best fit for your needs. My approach will include a discovery session to assess your current workflows and then provide a detailed setup plan, tailored dashboards, and automated follow-up solutions that resonate with your high-net-worth clientele. With over 7+ years of experience implementing CRM systems for automotive businesses, I’m confident in ensuring a seamless transition. I’ll also provide two hours of hands-on training and 30 days of support post-launch to guarantee everything runs smoothly. Looking forward to discussing how we can bring your CRM vision to life! Best, Priyanka
£500 GBP in 7 Tagen
3,1
3,1

Most CRM implementations for luxury car showrooms fail due to insufficient customization for lead tracking and automation. I have optimized Salesforce and HubSpot deployments to ensure seamless sales tracking and personalized follow-ups at scale. My execution plan for your project is built on three pillars: * In-depth discovery session to align system design with your luxury sales workflow and data integrity * Custom pipeline setup and automation sequences leveraging Salesforce and Zoho CRM capabilities for flawless lead tracking and follow-ups * Real-time dashboards and user role configurations to deliver actionable insights on desktop and mobile platforms My expertise is centered on building self sustaining systems that eliminate manual bottlenecks and drive measurable growth. I specialize in turning complex, fragmented requirements into unified architectures that function with clinical precision and zero oversight. I have a gap in my production schedule this week to map out one more custom architecture. If you are ready to automate this properly, let us talk. The worst that can happen is you walk away with a free technical audit. Regards, Jayden Lopes.
£375 GBP in 4 Tagen
2,9
2,9

Hey there, How many sales reps and managers will use the CRM, and do you need a shared inbox WhatsApp or just email SMS follow ups? What are the 3 key stages in your real flow: enquiry → viewing → test drive → quote → finance → sold, and do you want AutoTrader leads to land automatically in the CRM? I can recommend and implement the right CRM for a luxury showroom and get you live fast. For high ticket sales, the difference is speed and personalization: quick lead capture on mobile, clean pipeline stages, and follow ups that feel bespoke, not spammy. I will set up custom fields for vehicle model trim trade in finance, roles and permissions, dashboards for target vs actual and rep performance, and 3 automation sequences: after test drive, after quote, and inactivity reminders with SMS and email. I will import your existing leads, run a 2 hour training for desktop and mobile, and support you for 30 days post launch. I have set up CRMs with pipelines, automation, and reporting for sales teams where every lead and follow up must be tracked reliably. Hope to discuss more on chat. Best, Kirill
£500 GBP in 7 Tagen
2,3
2,3

Hi, There, I understand you're looking to transition from spreadsheets to a robust CRM system for your luxury car showroom, ensuring seamless lead tracking and personalized follow-ups for high-net-worth clients. With my 6+ years of experience in CRM systems, including Salesforce, Zoho, and configuration tailored for customer experiences, I can help you achieve this transition smoothly. My proposed scope includes a thorough discovery session to grasp your workflow, recommending suitable license tiers, and customizing pipelines and dashboards specifically for your needs. I prioritize user-friendly automation and mobile accessibility, ensuring your sales team can operate efficiently during test drives and events. You can review my portfolio here: https://www.freelancer.com/u/haseebsidd07 I am keen to discuss how we can expedite this process for your showroom. Thanks, Abdul Haseeb Siddiqui Thank you, Regards
£250 GBP in 7 Tagen
0,0
0,0

I am Rashidab, I can start working right now. , I will assess your showroom workflow, recommend the best CRM and license tier, then fully configure pipelines, custom fields, dashboards, and luxury focused automated follow ups. I have experience implementing CRM for high ticket sales with mobile ready setups. We can be live in 2 to 3 weeks including training and 30 days post launch support.
£350 GBP in 5 Tagen
0,0
0,0

Transitioning a luxury showroom from spreadsheets to a CRM is about preserving the white-glove experience your clients expect. I recently moved a high-ticket boutique’s portfolio into a custom CRM, ensuring high-touch follow-ups were automated without losing a personal feel. For your showroom, we need a system that tracks vehicle lifecycles alongside buyer intent, ensuring no high-value prospect falls through the cracks due to manual entry errors. My goal is to transform your data from a static list into a dynamic sales engine that reflects the premium nature of your inventory. I will architect a lead pipeline categorizing prospects by interest and inventory availability, utilizing HubSpot or Zoho for robust automation. We’ll implement lead scoring to prioritize serious buyers and integrate your calendar for seamless test-drive scheduling. I will build a custom dashboard for real-time inventory tracking and sales reporting, ensuring your legacy spreadsheet data is migrated via clean CSV imports with strict validation to prevent duplicates. Finally, I’ll set up automated nurture workflows to keep your brand top-of-mind during the luxury buyer’s decision cycle, which requires more nuance than standard retail. Do you have a specific CRM in mind, or would you like a recommendation based on your team size and inventory volume? Are you also looking to sync this directly with your website's inquiry forms for instant lead capture? I’d love to hop on a quick chat to clarify these details and ensure the architecture fits your sales cycle perfectly. Let me know when you're free to discuss moving your showroom into a more professional, automated environment.
£658 GBP in 21 Tagen
0,0
0,0

Hello, I’m experienced in setting up and optimizing Zoho CRM to streamline lead management, sales pipelines, and automation. I can handle CRM configuration, workflows, integrations, and reporting to match your business needs and improve efficiency. My expertise ensures that your CRM system is fully optimized for tracking, communication, and automation, providing valuable insights to grow your business. I also assist with custom modules, dashboards, and automation rules tailored to your workflow. >>I would be happy to connect and discuss your project in detail. Let's have a quick chat or call to talk more about your project.<< Best Regards, Pritpal Kaur
£250 GBP in 7 Tagen
0,0
0,0

Hello, I’ve carefully reviewed your requirements for configuring a CRM for your luxury car showroom, and this is exactly the type of high-ticket sales workflow I’ve helped streamline before. I will begin with a structured discovery session to map your current lead flow and identify whether Salesforce, HubSpot, Zoho CRM, or an alternative like Pipedrive best fits your sales cycle and reporting needs. My approach includes designing a clean, easy-to-use pipeline tailored to automotive sales (model, trim, trade-in value, finance option, stage tracking), ensuring a new lead can be logged in under 30 seconds on both desktop and mobile. I will configure real-time dashboards showing monthly targets vs. actual performance, along with automated yet personalized follow-ups triggered after test drives, quotations, or inactivity. If possible, I will also integrate AutoTrader lead sources directly into the CRM to centralize enquiries. Your existing data will be safely imported, and I’ll provide structured user roles, permissions, and scheduled performance reports. After setup, I will conduct a live 2-hour training session and provide 30 days of post-launch support to ensure a smooth transition. Estimated timeline: 2–3 weeks to go fully live, depending on platform selection and integrations. I’d be happy to discuss the best CRM option for your showroom and outline a clear implementation roadmap. Best regards,
£500 GBP in 7 Tagen
0,0
0,0

Hello, I have implemented CRM systems for high ticket sales environments where visibility, speed, and automation directly impact revenue. I would begin with a focused discovery session to map your showroom workflow, then recommend the most suitable platform and license tier, likely Salesforce, HubSpot, or Zoho depending on reporting depth and mobile usability. I will configure pipelines, automotive specific fields, user roles, dashboards, and automation for post test drive, quotation, and inactivity follow ups that feel premium and personal. Data migration, Auto Trader integration where possible, live training, and structured post launch support will ensure a smooth transition from spreadsheets.
£500 GBP in 7 Tagen
0,0
0,0

We've just completed a similar project. We recently helped a high-end retail client move from spreadsheets to a fully configured CRM, enabling lead tracking, automated follow-ups, and real-time sales reporting. We will help you select the best platform, set it up for your showroom, and ensure your team can capture and manage leads seamlessly on desktop and mobile. You won't find someone better aligned with what you're looking for. Your requirement for pipelines, custom fields, dashboards, and automated follow-ups for high-net-worth clients shows you want precision and efficiency. I specialise in Salesforce, HubSpot, and Zoho CRM, handling discovery, setup, data import, automation, and training. I focus on fast lead entry, clear reporting, and automation that feels personal, with smooth integration for advertising sources like Auto Trader. I'd love to chat about your project! The worst that can happen is you walk away with a free consultation. Regards, Danie.
£300 GBP in 7 Tagen
0,0
0,0

❤️ Hello! ✌️ Budget: £400 ⏳ Delivery: 7–10 days ✍️ Start: Immediately I understand you want to replace spreadsheets with a fully configured CRM for your luxury car showroom — covering lead tracking, real-time dashboards, and automated follow-ups tailored for high-net-worth clients, accessible on both desktop and mobile. My approach: • CRM selection & configuration — I’ll evaluate Salesforce, HubSpot, Zoho, or alternatives based on your workflow, then set up pipelines, custom fields, user roles, dashboards, and automated follow-ups for leads, test drives, and quotations. • Data migration & training — import existing leads, ensure fast logging (<30s), validate automation triggers, and provide a two-hour live training plus 30 days post-launch support to guarantee smooth adoption. With experience deploying CRMs for automotive and high-value retail clients, I focus on speed, usability, and automation that feels personal to your prospects. Your team will have a reliable, easy-to-use system that improves lead management and reporting from day one. Confident we can get your CRM live and fully operational efficiently. Nathalie
£399 GBP in 7 Tagen
0,0
0,0

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