Simple CRM for Digital Marketing Agency
- or -
Post a project like this£2.0k(approx. $2.5k)
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- Proposals: 43
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- #3609377
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PPH TOP Website & App Developer✮LOGO & Graphic Designer✮Content Writer✮Translator
Dubai
507786218714241992783218173622720322274804250046431357213399349470388348261047134376
Description
Experience Level: Expert
I need a simple CRM developed for our digital marketing agency. Happy for this to be an out-of-the-box solution based on designs we will create at our end.
This will need further conversation, so I appreciate the initial quote might change.
The system needs to:
Track client names & contact information
Have bespoke fields to enter data and track performance (ROAS, Clicks, Revenue, Spend etc.). Manual entry is fine and we should keep a record of changes to these figures over time
Keep a weekly/monthly history of changes we make to their advertising accounts (manual entry)
Keep client notes
Report on client performance (ROAS, Clicks, Revenue, Spend etc.)
Track revenue (manual input) and create reports
Nice to haves:
Integrate Outlook to store client emails
Connect Google Ads, Meta (Facebook / Instagram) to import client data to system (ROAS, Clicks, Revenue, Spend etc.)
Send clients reports on advertising data (ROAS, Clicks, Revenue, Spend etc.)
This will need further conversation, so I appreciate the initial quote might change.
The system needs to:
Track client names & contact information
Have bespoke fields to enter data and track performance (ROAS, Clicks, Revenue, Spend etc.). Manual entry is fine and we should keep a record of changes to these figures over time
Keep a weekly/monthly history of changes we make to their advertising accounts (manual entry)
Keep client notes
Report on client performance (ROAS, Clicks, Revenue, Spend etc.)
Track revenue (manual input) and create reports
Nice to haves:
Integrate Outlook to store client emails
Connect Google Ads, Meta (Facebook / Instagram) to import client data to system (ROAS, Clicks, Revenue, Spend etc.)
Send clients reports on advertising data (ROAS, Clicks, Revenue, Spend etc.)
Tyler B.
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Last project
6 May 2024
United Kingdom
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