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Masterful Close CRM Configuration Expert Needed

$15-25 AUD / hour

In Progress
Posted 3 months ago

$15-25 AUD / hour

I'm in need of a CRM specialist to meticulously set up an our Close CRM system with an array of important features. This will involve tasks such as: - Importing client lists via CSV file, ensuring all data is accurately moved over and properly organized within the new system. - Configuring workflow templates, specifically tailored for sales workflow to streamline our operations and provide a more effective system for our sales team. - Assisting with the integration of Close CRM into our existing Monday software, linking these two powerful tools to create a unified system that synergizes seamlessly. Expertise in Close CRM and Monday software, CSV data management and the configuration of sales workflow is a must for this project. Ideally, the right candidate should have previous experience setting up CRM software, particularly Close CRM, and a proven track record in delivering fully configured, efficiently operating systems. Attention to detail, combined with the skill to customize CRM tools to suit unique business needs will be highly valued in the successful completion of this project.
Project ID: 37731165

About the project

23 proposals
Remote project
Active 3 mos ago

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$0 AUD in 40 days
4.8 (16 reviews)
5.6
5.6
23 freelancers are bidding on average $21 AUD/hour for this job
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As a seasoned web developer and virtual assistant, I have unparalleled expertise in CRM systems, particularly Close CRM, which positions me as an ideal fit for your project. My eight years of experience in web development have honed my skills in configuring solutions tailored precisely to fit unique business needs, just as your project demands. Additionally, my proficiency in using Monday software makes me well-prepared for the task of integrating it seamlessly with Close CRM to establish a unified and efficient system. Furthermore, I understand the vital importance of accuracy and proper organization when it comes to transferring data from one system to another. Using well-honed CSV management skills that I have developed over my career, I will not only effectively import your client lists but ensure that every piece of information is accurately moved over and precisely situated in the new system. A quick look at my background reveals the precise organizational skills and high standards of quality that have become customary hallmarks of my work. My dedication to staying on top of the latest technological developments will also guarantee that you're receiving cutting-edge solutions throughout the entirety of our professional relationship. Choose me today and let's masterfully configure your Close CRM system together.
$20 AUD in 40 days
5.0 (4 reviews)
5.0
5.0
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Hello Hayley, Nice to meet you. I hope this message finds you well. My Name is Them. I am thrilled to learn about your project and I am confident that I can help you with my skills such as software architecture, crm, monday.com. I am well-equipped to handle the development of your requirements and have a strong proficiency in software architecture, crm, monday.com. I am confident that I can exceed your expectations and deliver on time. I am available to work remotely and can start immediately. I look forward to discussing the project details further with you and bringing your vision to life. Thank you for considering my bid. Always happy to hear from you Them.
$20 AUD in 40 days
5.0 (4 reviews)
4.5
4.5
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Dear Hiring Manager, I possess expertise in Close CRM and Monday software, along with a strong background in CSV data management and sales workflow configuration. My track record includes successfully setting up CRM software, emphasizing attention to detail and customization to align tools with unique business needs. Gaurav
$20 AUD in 40 days
4.9 (4 reviews)
4.5
4.5
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Hi There! You need of a CRM specialist to meticulously set up an your Close CRM system with an array of important features, I have applied to this particular job because I not only meet, but exceed all of the requirements for this project. I can assure you that, if given the opportunity, we will be successful and you will reap great satisfaction. Also I never apply to a job that doesn’t match my skills. ***40 hours weekly I am available for work*** *** you will track all progress of the project thru the tracker*** Please open chat window so i can share some samples of my previous work to get more confidence on my work and hire me ongoing basis. I have worked on so many projects like Real Estate, Grocery, Classifieds, Instagram Clone, Taxi, Delivery, food delivery, Inventory Management, Reward, Social Media, On-demand Services provider, Nutrition, school management, Pos, E-commerce, Event booking, etc. I am fully dedicated to doing my work very efficient and less time-consuming. "Looking forward to your positive response please open your chat window to more details" Thanks. regard, Christina
$15 AUD in 40 days
5.0 (1 review)
3.9
3.9
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Hello, I'm a seasoned CRM specialist with expertise in Close CRM and Monday software, CSV data management, and sales workflow configuration. I understand your requirements for setting up an efficient Close CRM system with features like client list import, workflow templates, and integration with Monday software. I've got the skills and experience to deliver a meticulously set up CRM system that meets your needs. I'd love to discuss further details and propose a plan tailored to your project. Let's connect and work together to create a streamlined and effective CRM system for your sales team! Best regards, Martin
$20 AUD in 40 days
5.0 (2 reviews)
3.4
3.4
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Hi there! I have read your project description and I am 100% confident I can complete this project for you perfectly.I am skilled in Software Architecture, CRM and Monday.com. Please leave a message on my chat so we can discuss the budget and deadline of the project. Thank you.
$18 AUD in 25 days
0.0 (0 reviews)
0.0
0.0
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Hello, I've honed the skills necessary to craft and customize a CRM system tailored to your business's unique needs. I've worked extensively with Close CRM and understand its intricacies intimately. My adeptness with Monday software makes me particularly suited for linking these two tools together into a seamless, unified system that will greatly enhance your sales operations. I have successfully designed and integrated workflows into numerous CRM systems, ensuring smooth sales processes every step of the way. Get ready for an unparalleled CRM configuration expert experience—I look forward to exceeding your expectations! Thanks! Shipra
$18 AUD in 40 days
0.0 (0 reviews)
0.0
0.0
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hELLO, gREAT TO MEET YOU. i AM A SENIOR crm SPECIALIST WITH A STRONG BACKGROUND IN CONFIGURING cLOSE crm SYSTEMS. i AM EXCITED TO APPLY FOR THE mASTERFUL cLOSE crm cONFIGURATION eXPERT POSITION AT YOUR COMPANY. mY EXTENSIVE EXPERIENCE IN SOFTWARE ARCHITECTURE HAS EQUIPPED ME WITH THE SKILLS TO EXCEL IN THIS ROLE. wITH A KEEN EYE FOR DETAIL, i CAN EFFICIENTLY IMPORT CLIENT LISTS, CONFIGURE CUSTOMIZED WORKFLOW TEMPLATES, AND SEAMLESSLY INTEGRATE cLOSE crm WITH OUR EXISTING mONDAY SOFTWARE. mY SOLUTIONS FOR THIS JOB INCLUDE STREAMLINING OPERATIONS, INCREASING EFFICIENCY, AND IMPROVING SALES PRODUCTIVITY. i LOOK FORWARD TO DISCUSSING HOW i CAN CONTRIBUTE TO YOUR TEAM. cHEERS.
$25 AUD in 40 days
0.0 (0 reviews)
0.0
0.0
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With expert knowledge in software architecture, I am well-equipped to meet your Close CRM configuration needs. This project is a perfect fit for my proficiency in PHP, HTML, JavaScript, Python as well as my prior experience integrating Monday software with a variety of CRM systems. My adeptness in working with CSV files and managing data would ensure a seamless importation process, saving your team precious time and resources. The intersection of these technical skills and my ability to adapt to various technologies and domains would enable me to deliver an exquisitely tailored workflow template for your sales team resulting in improved operational efficiency. You can rest assured that your data will be accurately migrated, fully organized, and efficiently utilized within the Close CRM system. Finally, I value attention to detail greatly and my track record speaks for itself - thorough completion of each aspect of a project is paramount in my work. As we embark on this journey to transform your company's operations, you can trust me to not only meet but exceed your expectations. Choose me for meticulous CRM configuration crafted with expertise!
$25 AUD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi, I have fully-understood your needs and already developed the similar project in my company. Some tips are as follows. Close CRM Expertise: I bring extensive experience in Close CRM, having successfully configured and optimized CRM systems for various businesses. Monday Software Integration: My proficiency extends to Monday software, and I have successfully integrated Close CRM with various tools to create unified and synergized systems. CSV Data Management: I have a solid understanding of CSV data management, ensuring accurate and organized importation of client lists into Close CRM. Sales Workflow Configuration: My expertise includes configuring sales workflow templates tailored to specific business needs, streamlining operations for sales teams. Looking forward to hearing from you.
$20 AUD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi, I have fully-understood your needs and already developed the similar project in my company. Some tips are as follows. Comprehensive Analysis: I will conduct a comprehensive analysis of your business needs, ensuring that the Close CRM system is configured to meet specific requirements. Tailored Configurations: Configurations will be tailored to align with your unique sales processes, providing a customized solution that maximizes the utility of Close CRM. Collaborative Integration: Integration with Monday software will be approached collaboratively, ensuring a seamless connection between the two powerful tools. Looking forward to hearing from you.
$20 AUD in 40 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Melbourne, Australia
5.0
11
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Member since May 19, 2023

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