
On-site configuration optimisation of Brevo CRM system
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£363(approx. $481)
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- Proposals: 9
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- #4408455
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Description
Experience Level: Expert
I seek an experienced freelancer to conduct on-site configuration and set up of our Brevo CRM software for our community radio station in Brixton . However, as non-technical users, we require assistance from an expert freelancer to ensure proper installation and customization of the software to align with our specific needs and processes. The selected candidate will be responsible for traveling to our office location to perform a full system implementation. This includes configuring all necessary Brevo software and modules, setting up user profiles and access permissions, configuring settings and preferences, establishing connections to external systems like our mailchimp and social media creating customizable fields and forms, designing custom workflows and views, administering notifications and reminders, testing functionality, and providing training materials and documentation. Familiarity with Brevo is essential. The freelancer must have extensive demonstration of successfully completing Brevo rollouts for other clients. Strong communication and client facing skills are important as the freelancer will need to understand our goals, address any questions, troubleshoot issues, and ensure our team is trained on the new software. Most importantly, due to security protocols we require all setup and migration work be done on site. Remote access is not possible.
Previously advertised and let down by chosen provider who di not follow through to visit
Previously advertised and let down by chosen provider who di not follow through to visit

Peter W.
0% (0)Projects Completed
3
Freelancers worked with
3
Projects awarded
20%
Last project
29 Sep 2025
United Kingdom
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Hi Peter,
Are you looking for the Brevo CRM to be integrated with any specific tools beyond Mailchimp and social media—such as your existing donation system, volunteer database, or scheduling software?
Thanks
Naresh -
Are you migrating from another CRM or starting fresh?
How many team members will use the system daily?
Do you have any existing integrations with Mailchimp or social tools?
Are there any compliance or security guidelines I should follow during the install?
What kind of user training will be most helpful live sessions, written docs, or recorded demos?
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