Close CRM Setup & Automation

@AwaisChaudhry

With an intimate understanding of CRM setup and automation, my team at ZAWN Tech is equipped to tackle your project head-on. We've had the opportunity to work on numerous Close CRM installations for diverse industries, propelling us to be well-versed with all dimensions of the platform. From data migration, system integration to sales automation, we've got all bases covered. And our skills are not confined to Close CRM - we can seamlessly integrate it with your existing tools like Email Marketing, Zapier/API Workflows or even Accounting systems for a truly synchronized data flow. Drawing from our extensive experience in B2B sales optimization within various domains, we'll successfully automate and elevate your sales funnel's efficacy. From lead generation, deal stages and follow-ups to support ticket management, our approach will not only centralize information but also efficiently trigger actions. SSS team will also ensure your ten-member field staff receive top-notch training on how to use the Close CRM interface effectively. Our global clientele has had one common denominator: seeking a reliable partner who communicates intricacies clearly and focuses on realistic deliverables; this is what we bring

@tangramua

Hallo  ,   ich habe die Beschreibung Ihres Projekts genau analysiert und Ich kann Ihnen versichern, dass wir Ihre Bedürfnisse verstehen und uns für Ihr Projekt interessieren.  Unser Team verfügt über die erforderlichen Ressourcen, um Ihr Projekt so schnell, wie möglich zu starten und innerhalb sehr enger Fristen abzuschließen.   Nach 25 Jahren in diesem Geschäft verfügen unsere technischen Spezialisten über die Erfahrungen und Erfolgsbilanzen in PHP, Software Architecture, CRM, German Translator, Zoho, Sales Management, Lead Generation, B2B Marketing, API Integration, Data Management und anderen für Ihr Projekt relevanten Technologien.   Möchten Sie mehr Informationen, wenden Sie sich bitte an unser Profil https://www.freelancer.com/u/tangramua im Folgenden Link finden Sie einige aktuelle Bewertungen und detaillierte Informationen über unser Unternehmen.   Bitte kontaktieren Sie uns über den Freelancer-Chat ODER um Ihr Projekt im Detail zu besprechen lassen Sie uns einen Termin für ein Meeting vereinbaren. Andernfalls geben Sie uns bitte eine genauere Beschreibung Ihres Projekts.   Wir würden uns auf eine konstruktive Zusammenarbeit erfreuen!   Mit freundlichen Grüßen Verkaufsabteilung Tangram Canada Inc.  

@sunainawbst

✅ Custom CRM Application | Web | Mobile | Full Stack Expert ✅ Hey there, Hope you’re doing great! Thanks for sharing your project — it sounds like a perfect fit for my experience. I’ve built several custom business management and CRM solutions focused on simplicity, usability, and clean design, helping teams manage leads and sales pipelines effortlessly. I completely understand your goal — a straightforward CRM system that your team can start using instantly without any learning curve. Here’s what I can deliver: Contact & lead database with smart tagging and fast search Timeline for calls, emails, and meetings per contact Drag-and-drop sales pipeline view Reports for conversion rate, forecast, and activity tracking (Optional) Email templates, reminders, and data export (CSV/Excel) Tech Stack (as per your preference): React / Vue (for web) | React Native / Flutter (for mobile) | Node.js / Express | MongoDB / PostgreSQL | Firebase | REST / GraphQL APIs I can start right away and ensure the build is lightweight, scalable, and easy to maintain. Let’s discuss your workflow and data model so we can design the structure efficiently from the start. Thanks & Regards, Kajal

@Julian29

Hallo, Ich habe Ihre Anforderungen sorgfältig durchgesehen und verstehe, dass Sie eine vollständig Remote-Close-CRM-Implementierung mit Datenmigration, Systemintegrationen und B2B-Vertriebsautomatisierung benötigen, die auf ein 10-köpfiges Außendienstteam in der Telekommunikation zugeschnitten ist. Ich verfüge über mehr als 10 Jahre Erfahrung in CRM-Setups und Vertriebsautomatisierung und sorge für eine saubere, DSGVO-konforme Migration, nahtlose Integrationen und einen strukturierten Arbeitsablauf, der Ihr Team sofort produktiv macht. Was ich liefern werde: • DATENMIGRATION: Strukturierte Übertragung von Kontakten, Aktivitäten und Deals inklusive Dublettenprüfung und DSGVO-konformer Datenverarbeitung • SYSTEMINTEGRATIONEN: Verknüpfung zu E-Mail-Marketing, Kalender, Buchhaltung und Zapier/API für zentrale Daten und Trigger • B2B-VERKAUFSAUTOMATISIERUNG: Lead-Erfassung und -Anreicherung, automatische Zuweisung Deal-Phasen, Follow-ups, Erinnerungen, Angebotsworkflow Unterstützen Sie die Ticketerstellung direkt in Close + Eskalationspfaden • BENUTZERFREUNDLICHKEIT: Fernschulung, kurze Video-Walkthroughs und ein kompaktes Handbuch auf Deutsch • SETUP & QA: Testläufe, Releases, saubere Konfiguration für Scale → Growth **** Sie können den Projektfortschritt im Tracker verfolgen. Ich verpflichte mich zu 40 Stunden pro Woche **** Ich habe noch ein paar Fragen im Chat, um Details zu klären und direkt loszulegen. Ich warte auf Ihre positive Antwort. Danke

@Rekhathakur

Dear Client, With over a decade of experience in building software products across various niches including B2B platforms, I'm confident that I can meet and exceed the needs of your Close CRM setup and automation project. As a strategic technology partner, WellSpring Infotech employs a comprehensive project management approach paired with exceptional competency in PHP and Sales Management to ensure seamless execution of our client's vision. Our technological mastery extends to Node.js, Python, React Native, Flutter and more - crucial skills in integrating Close CRM with your existing tools. Seamless integration is pivotal to ensure all information is centralized, improving efficiency by triggering reliable automated workflows. On completing this project, not only will you have a fully configured Close CRM capable of managing every phase of your B2B Sales Funnel effectively (from lead generation to proposal sending), but my team at Wellspring Infotech will provide practical remote training sessions to ensure your 10 field sales representatives can comfortably navigate the platform for independent lead nurturing and support case management. With our help, your company will quickly enjoy the productivity and profit-boosting advantages of having a streamlined and efficient CRM platform. Let's start planning your success together!!! Thank you!!!

@Herculesz

Hi I can support your full remote rollout of Close CRM by migrating all sales data cleanly, integrating your existing tools, and configuring automated B2B workflows that match your telecom sales processes. The main technical challenge is ensuring structured, DSGVO-compliant data migration while building automated lead capture, deal stages, follow-ups, and support handling inside Close. I’ll address this through precise data mapping, API/Zapier connections, and tailored pipeline automation so your 10 field reps can manage leads, deals, and tickets without friction. Calendar, email, and accounting integrations will ensure all touchpoints sync correctly and trigger automation at the right time. Your team will receive clear remote training, concise walkthrough videos, and a compact handbook so adoption is immediate and consistent. The end result is a fully configured Close CRM environment that strengthens your B2B pipeline from lead generation through after-sales support. Thanks, Hercules

@efanntyo

Hi there Thanks for posting this exciting project. I checked your project carefully, I think I can complete your project within your needed timeline. I am super professional in PHP, Software Architecture, CRM, German Translator, Zoho, Sales Management, Lead Generation, B2B Marketing, API Integration, Data Management Please ping , I am always online here Thanks Efanntyo -.

@Apurva510

Hello, I am a full-stack developer with 6 years of diversified experience in Shopify, WordPress, Wix, React JS, Angular JS, React Native, PHP, CodeIgniter, Laravel, Node JS, MySQL, Ionic 3, Ionic 4, JavaScript, jQuery, website design (UI/UX), PSD to HTML, CSS, and SCSS. If you have any questions or would like to discuss further, please don't hesitate to contact me. I am looking forward to hearing from you. Thank you.

@rohan3188

Hello, I've reviewed your requirements of auto workflow and have worked on similar projects before. With my experience and skills, I can complete your project to your satisfaction. Please contact me via chat to discuss the details. Thank you.

@rbtech1984

Hello There!!! ⚜⭐⭐⭐⭐⚜(( IMPLEMENTIERUNG UND AUTOMATISIERUNG VON CLOSE CRM FÜR B2B ))⚜⭐⭐⭐⭐⚜ Project GOAL: Ein vollständig konfiguriertes Close CRM mit sauberer Datenmigration und automatisierter Vertriebspipeline aufzubauen. Sie möchten mehr als nur ein neues System, sondern einen strukturierten Übergang Ihrer gesamten B2B Prozesse in Close CRM. Dafür braucht es eine fehlerfreie Migration, stabile Integrationen und Workflows, die Leads, Angebote und Support ohne manuellen Aufwand steuern. Ich bringe 9 plus Jahre Erfahrung in CRM Implementierungen, API Integrationen und Vertriebsautomatisierung mit. Mein Ansatz ist ein klarer Setup Plan mit Datenbereinigung, DSGVO konformer Übertragung, Anbindung von E-Mail, Kalender und Zapier sowie praxisnahe Schulungen für Ihr zehnköpfiges Außendienstteam. Die wichtigsten Funktionen sind automatisierte Lead Erfassung, Deal Phasen mit Follow ups und zentrales Support Management direkt im CRM. Gern würde ich Ihre aktuelle Tool Landschaft kurz besprechen und einen konkreten Einführungsplan vorschlagen. Warm Regards, Farhin B.

@sasaprogramer21

This is not just a CRM setup. It is a full transition of your B2B sales workflow into Close, so the key risk is data migration accuracy and building automations that actually support your sales team from day one. I have handled CRM migrations and automation setups where contacts, deals, and activities had to move cleanly with no disruption to ongoing sales. The focus is always on structure first, then automation. Approach Review and clean existing data before migration to ensure accuracy and GDPR compliance. Import contacts, activities, and deals into Close with proper pipeline mapping. Design B2B telecom deal stages, follow ups, reminders, and offer workflows. Connect tools such as email marketing, calendars, and Zapier so triggers work reliably. Set up support handling and escalation logic inside Close. Provide remote training sessions, short walkthrough videos, and a simple user guide. Goal is a fully configured Close CRM where your team can manage leads, close deals, and handle support without confusion or manual workarounds. Timeline Two to three weeks for full migration, setup, and training. Budget Two thousand to four thousand euros depending on data volume and integrations.

@manpreetkaur991

Hello Greetings, After reviewing your project description, I am confident and excited to work on this project for you. However, I have some crucial points and questions to clarify. Please leave a message in the chat to discuss this, and I can share my recent work that is similar to your requirements. Thanks for your time! I am excited to hear from you soon. Best regards,

@juanjosec63

Hello, I’m excited about the opportunity to contribute to your project. With proven experience implementing CRM rollouts and sales-process automation end-to-end, I can lead a structured Close CRM setup that covers DSGVO-konforme Datenmigration, saubere Pipeline-Abbildung für euren B2B-Vertrieb und zuverlässige Integrationen via Zapier/API, damit eure Außendienstteams sofort produktiv arbeiten. I’ll tailor the configuration to your exact workflows—Lead-Erfassung und -Zuordnung, Deal-Stages, Follow-ups, Angebotsversand sowie Support-Ticket-Prozesse—while keeping everything clean, auditable, and easy for non-technical users to run day-to-day. You can expect clear communication, fast execution fully remote, and a practical enablement package (Sessions, kurze Walkthroughs, kompaktes Handbuch) so euer Team nach Go-live selbstständig arbeitet. Best regards, Juan

@muhammadsaad90

Thank you for the detailed project description. I can assist in fully implementing Close CRM and ensuring a smooth transition to an automated B2B pipeline. The project will involve migrating your existing contacts, activities, and deals into Close CRM in a structured, error-free, and GDPR-compliant manner. I will also integrate your current tools, such as email marketing, calendar, accounting, and Zapier/API workflows, to centralize all information and ensure reliable trigger actions. For sales automation, I will set up workflows for automatic lead capture, assignment, enrichment, deal stages, follow-ups, and proposal sending. Additionally, I will ensure that support tickets are directly managed in Close CRM, and escalation paths are clearly defined. To ensure a smooth transition for your team, I will provide practical remote training sessions, video walkthroughs, and a concise manual so that your 10 field salespeople can immediately become productive with the system. By the end of the project, Close CRM will be fully configured with all current data integrated and workflows supporting every phase of your B2B sales funnel, allowing your team to independently manage leads, close deals, and handle support cases. I am ready to start the project as soon as possible and look forward to discussing the next steps. Best regards, Muhammad Saad

@emirh31

Hello, ich habe Ihre Anforderungen zur vollständigen Remote-Einführung von Close CRM im B2B-Telekom-Vertrieb sorgfältig geprüft. Es geht klar um mehr als Setup: um eine saubere Migration, belastbare Integrationen und eine automatisierte Pipeline, die Ihr 10-köpfiges Außendienstteam sofort produktiv macht. Ich habe nachweisbare Erfahrung mit Close CRM (Scale/Growth), API-Integrationen und strukturierten CRM-Rollouts im B2B-Umfeld. Mein Ansatz: DSGVO-konforme Datenmigration (Kontakte, Deals, Aktivitäten), saubere Stage-Logik, Automatisierungen für Lead-Routing, Follow-ups, Angebote & Support-Eskalationen sowie stabile Tool-Anbindungen (E-Mail, Kalender, Buchhaltung, Zapier/API). Ergänzt durch praxisnahe Remote-Schulungen, kurze Videos und ein kompaktes Handbuch. Timeline: 14 Tage (Audit & Mapping 3T, Migration & Setup 7T, Automationen & Tests 3T, Schulung 1T) Fragen: Welche Quellsysteme für die Migration? Welche Buchhaltungs-/Support-Tools? Gibt es bestehende SLA- oder Lead-Scoring-Regeln? Looking forward to hearing from you. Thank you.

@borisdeveloper71

Hello,there Thank you for posting your project, "Close CRM Setup & Automation." I've read the description carefully and am confident that I can successfully complete this project. I have over 7 years of experience in PHP, Software Architecture, CRM, German Translator, Zoho, Sales Management, Lead Generation, B2B Marketing, API Integration, Data Management. I have done some projects as smiliar as this one. I can share my previous project experience if you'd like. I enjoy learning new technologies and taking on challenges, even those that seem impossible. I'm very interested in this project and am confident that I can deliver the best results possible without stress. I look forward to working with you. Best regards, Boris

@WishingBell

Hi, Ich habe Ihre Anforderungen für die Close-CRM-Einführung gelesen und kann das Projekt remote, DSGVO-konform und pragmatisch umsetzen. Ich bringe Erfahrung mit Datenmigrationen in CRMs, API-Integrationen (Zapier/Custom-APIs), B2B-Vertriebsautomatisierung und Nutzer-Schulungen mit. Praktische Projekte umfassten Lead-Enrichment und Matching mit LLMs/Transformers, Chatbots für Support, Klassifikationsmodelle und Vektorsearch zur schnellen Lead-Zuordnung — kombiniert mit solider Systemarchitektur und PHP-Integrationen. Mein Lösungsweg: kurze Analyse Ihrer Datenstruktur, Feldmapping und Bereinigung, migrationsgesicherte Übertragung, Integration der E-Mail-, Kalender- und Buchhaltungssysteme sowie Aufbau von Deal-Stages, Follow-up-Workflows, Ticketing und Eskalationspfaden. Abschließend remote-Trainings, kurze Video-Walkthroughs und ein kompaktes Handbuch. Ich kann kurzfristig starten und plane die Fertigstellung in ca. 12 Tagen. Können Sie mir einen anonymisierten Beispieldatensatz (CSV) und eine Liste der aktuellen Integrationen bereitstellen, damit ich Umfang und Migrationsaufwand präzise einschätzen kann? Best regards, Andrew

@kerryd71

Hello, I just came across your project regarding the implementation of Close CRM, and I’m really excited about the opportunity to help you transition smoothly into a fully automated B2B pipeline. This kind of integration can be complex, but I've successfully managed similar projects before. Here’s how I’d approach it: With extensive experience in CRM implementations, particularly with Close CRM, I specialize in data migration that is structured and compliant with GDPR standards. I have a strong background in system integrations—whether it's connecting email marketing tools or setting up API workflows through Zapier, ensuring all your data flows seamlessly into one platform. I also focus on sales automation for B2B environments. This includes automating lead generation so that new leads are captured and enriched automatically. Additionally, I can set up efficient deal stages, follow-up reminders, and even manage support tickets directly from Close CRM. Since your team will be using this system remotely, I'm happy to provide practical training sessions along with quick video guides and a user-friendly manual to ensure everyone is onboard swiftly. I'd love to discuss your specific needs further and explore how we can make this project a success together. Best regards, Kerry

@shoaibali384

Hi, I read your job post and I understand you need a full remote Close CRM implementation for your B2B telecom sales team, including data migration, integrations, automated workflows, and user training so your team can operate independently. With 4+ years of experience in CRM implementations and Close CRM specifically, I can: Migrate contacts, activities, and deals accurately and DSGVO-compliant Integrate existing tools (email marketing, calendars, accounting, Zapier/API workflows) for a seamless data flow Automate B2B sales processes: lead capture, deal stages, follow-ups, automated reminders, and offer dispatch Configure support-ticket workflows with clear escalation paths Provide practical remote training, video walkthroughs, and a concise user manual for your 10 field reps My approach ensures that your team can manage leads, close deals, and handle support tickets efficiently from day one. Could you confirm which existing tools you want connected first so I can plan the integration workflow? Regards, Shoaib