Crm rationalisation - consultancy




Dai YoungUnited States


OpenDec 4, 2018
Set up crm system.

(Currently using Prosperworks, must have feature (1) gmail automatic integration to pool emails coming from a contact to different team members (2) automatic data gathering (3) field customisation up to 20-25 fields)

- 1 We need consultancy to understand if we can do cost efficiency moving to another crm who match our needs and is cheaper.

- 2 we need support to organise/rationalise the custom fields

- 3 if we identify the right cheaper version, we need support to migrate 1k user profile and -250 companies

Skills & Expertise Required

CRM HubSpot 

Offer to work on this project closes in 127 days!

Submit A Proposal

Share this project with your friends

Freelancers You May Hire

Here are our top professional picks for you to hire

Similar Projects

Salesforce Builder - Reporting, Cha...

National Speed operates a group of automotive performance shops. We have been utilizing Salesforce for nearly a year and have built out the core functionality. Now, we would like to hire someone to more

Hourly, $20.00

Need to improve stuck white label p...

Need to improve stuck white label project of ERP system done in C# with Crystalreports and has remote database for multiple user access and improve it:
1.improve UI old look
2. Add new more

Hourly, $28.00

Business Process Automation Archite...


A consultant who optimizes business processes based on what's observed. Ability to take the process driven development (PDD) and tweak it to reduce error and improve efficiency. more

Hourly, $28.00

CRM total integration and long term...

We are a Digital Marketing and business analysis firm. We are looking for someone who will take in charge CRM integrations for our clients, starting with an infusionsoft integration for a for a more

Hourly, $16.00

Salesforce expert: Assistance w/ mi...

We are handle support cases and document our products. Since Salesforce is shutting down the service in about a year, we need to migrate to Salesforce Service Cloud.

We are looking for an more

Hourly, $20.00