We are an online business currently invoicing on an annual and quarterly basis across a number of websites.
The business is growing and we are looking to create automated integrations between the front end of the websites, our CRM app ([login to view URL]) a payment platform (e.g. Stripe) and accounts reconciliation (Xero)
We would like to be able to onboard customers from an email or webpage, trigger a recurring payment sign up, and bring customer details into specific boards within our CRM.
We have started to look at integration tools for this such as Automate and Zapier.
Looking for someone with experience to recommend based an automation software on the business needs, and help set up the system.
31 freelanceria on tarjonnut keskimäärin £721 tähän työhön
Hi, I am interested in your project. I have good skills in CRM and automation, hence I ensure the perfect result and on time. Let's connect via chat. Thanks.
Hi, I'm a full-stack web developer with over 8 years of experience. I saw your article and have a few concerns about your project. I'd be happy to talk more about it. Gratitude!