Automation of Email & Txt SMS from CRM

@deshasoft

As an expert in web automation with six years of experience, I am more than capable of addressing the specific needs for your CRM system. Automating email and SMS functionalities from the CRM to individual users is one of my specialties. My proficiency in backend technologies like Python (Django, Flask, FASTAPI), API integration and database management such as MYSQL and MongoDB would be invaluable for implementing this task. In addition, I have extensive knowledge in GUI development (PYQT/Tkinter) which ensures a user-friendly interface for sending and receiving emails and text messages. My web scraping skills (BeautifulSoup/Selenium) come in handy when dealing with data-intensive tasks like these, ensuring that the selected users receive their respective communications without any hitch. Furthermore, my expertise in AWS will facilitate seamless integration of these features into your existing CRM, making your overall business operations more efficient and streamlined. By choosing me for this project, you are not only securing an adept professional but also a dedicated partner who strives for 100% accuracy and punctuality - key attributes vital for successful project completion. Let's discuss your exact requirements, so we can start making your CRM communicate effectively!

@ssquare489

As an experienced software developer with a keen focus on automation and CRM, I'm here to revolutionize the way your team communicates through our integrated platform. Having worked at Google and Apple, I understand the importance of a streamlined, efficient process that doesn't hinder your growth but rather, enhances it. With this project, I'll ensure every user can seamlessly send and receive emails and text messages from their own accounts while using our CRM tool. My approach starts by deeply understanding your vision, appreciating the unique requirements you have, and implementing targeted solutions. This project requires more than just sending emails or text messages; it needs a holistic integration into your existing database to enhance the effectiveness of every communication effort made. From my past experiences with complex codebases, I assure you I can handle maintainability, security concerns in delivering clean codes that solve challenges without creating new ones. You don't just need a basic solution - you need one that drives revenue and retention; that's why I'd like to leverage AI to bolster your CRM processes. Imagine users being presented with predictive analytics or chatbot interfaces during conversations, and utilizing computer vision for enhanced functionalities.

@sandeepsingla1

Hi, We can do this. We have to purchase an API for the SMS. If that is ok for you i can deliver in few days. Thanks, Sandeep Singla

@monicad200

Hi, I’ve read your job post line by line and I fully understand what you need. You want a CRM setup where: Every user can send and receive emails using their own email ID, directly through the CRM. Every user can send and receive SMS from their own SIM, all tracked inside the CRM. I have experience integrating email systems (SMTP/IMAP) and SMS gateways into CRMs, making sure each user’s account stays separate, messages sync properly, and responses are logged. I can configure this so it’s secure, smooth, and easy to use for all 10 users. Do you already have an SMS gateway or do you need help setting that up too? I await your response.

@Ruthvv18

Hola, Puedo integrar en vuestro CRM la funcionalidad para que cada usuario pueda enviar y recibir correos electrónicos y SMS desde su propia cuenta o número, de manera totalmente independiente. Esto asegura que todas las comunicaciones sean seguras, organizadas y profesionales. Además, incluyo pruebas completas para garantizar que todo funcione correctamente antes de la entrega. Estimo que el trabajo llevará 12 horas, con una tarifa de 12 €/hora, lo que hace un total de 144 € (~15.600 ₹). Entrego el proyecto en 5 días, listo para usar y con soporte básico incluido para cualquier ajuste que necesitéis. Elegirme significa tener un trabajo confiable, profesional y listo para funcionar, sin complicaciones.

@Codericstudio

Hi, Yes, this is absolutely possible, and I can implement this functionality in your CRM. 1) Email Sending & Receiving per User Each CRM user will be able to send and receive emails using their own email ID directly from the CRM. Users can connect their email accounts (Gmail, Outlook, or custom domain) via SMTP/IMAP or OAuth. Emails will be sent from the user’s own address, and incoming replies will be synced back into the CRM and mapped to the correct user and contact. Full email conversation history will be available inside the CRM. 2) SMS Sending & Receiving per User (Own SIM) Each user will be able to send and receive normal text SMS from their own SIM number through the CRM. This can be implemented using a SIM-based SMS gateway (Android device or GSM modem). Each SIM will be mapped to the respective CRM user, and all sent/received messages will be logged and displayed as conversations inside the CRM. Key Features: User-based authentication Secure credential handling Separate email and SMS identity per user Scalable for future users Clean and user-friendly interface My Skills: Full-Stack Web Development, CRM Customization & Integrations, Email (SMTP/IMAP/OAuth) Integrations, SMS Gateway & SIM-based Messaging, API & Automation. I can review your existing CRM and suggest the most cost-effective solution. Looking forward to discussing this further. Best regards, Karan

@Hemantt841

With 7 years of experience in the field, I am the best fit to complete this requirement. I have the relevant skills to automate email and text SMS from a CRM with multiple users. How I will complete this project: - Develop a feature in the CRM for each user to send emails from their own email ID and receive responses within the CRM. - Implement a functionality for users to send text SMS from their own SIM card and receive responses within the CRM. - Ensure secure communication between the CRM and the email servers/SMS gateways. Tech stack I will use: - CRM platform APIs for user authentication and email sending/receiving. - SMS gateway APIs for sending and receiving text SMS. - Database management for storing user credentials and communication history. I have worked on similar solutions in the past and understand the complexities involved. My roadmap to complete this project includes thorough testing and user training to ensure seamless integration. Let me handle this project and deliver exceptional results.

@nnekaedeh25

Your CRM can be set up so each user sends and receives emails from their own email address and SMS from their own SIM all directly within the CRM. Email accounts can be securely connected so replies sync automatically inside the system. SMS can be integrated using SIM gateways or SMS APIs to allow two-way messaging per user. All communication stays tracked and organized in one place. This will give you individual user communication, centralized records, and smoother follow-ups without switching tools. Happy to help implement this based on your current CRM setup. Best regards, Nneka

@theuzsoft

Hello, I carefully reviewed your CRM email and SMS integration requirements. I understand that you currently have a CRM system with multiple users, and you want: - Each user to send emails only to selected users directly from the CRM - Email replies to be received and threaded inside the CRM using the user's own email identity - SMS messages to be sent from the CRM to selected users - SMS replies to be received from the user's own SIM number (not short codes) I have strong experience with PHP Laravel, CRM systems, email integrations, OAuth-based authentication, and API integrations. I can: - Integrate email sending and receiving inside the CRM (using OAuth where applicable) - Implement proper email threading and message history - Suggest and integrate a reliable SMS gateway or hardware-based solution (GSM modem / SIM-based) depending on your needs - Build a clean and scalable backend architecture I can start immediately and communicate clearly throughout the project. Looking forward to discussing the technical details. Best regards, Ahmadjon