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CRM Developer / CRM Automation Specialist

  • Posted:
  • Proposals: 34
  • Remote
  • #4508591
  • Expired
Jignesh J.Sucha S.Ruth F.Testimony B.Amaneet B. + 29 others have already sent a proposal.
  • 12

Description

Experience Level: Expert
Estimated project duration: More than 6 months
We are looking for an experienced CRM developer to help design, build, and optimize our customer relationship management system. The ideal candidate should have experience with CRM platforms, workflow automation, API integrations, and customer lifecycle management.

Responsibilities:

* Configure and customize CRM platforms (HubSpot, Salesforce, Zoho, Microsoft Dynamics, or similar).
* Build and optimize sales, marketing, and customer support workflows.
* Create custom fields, pipelines, dashboards, and reports.
* Integrate the CRM with third-party applications via APIs, webhooks, or automation tools (Zapier, Make, etc.).
* Automate lead capture, nurturing, and follow-up processes.
* Import, clean, and manage customer data.
* Troubleshoot CRM issues and recommend best practices for improving efficiency.

Required Skills:

* Proven experience with one or more major CRM platforms.
* Strong understanding of CRM architecture and business processes.
* Experience with REST APIs and system integrations.
* Knowledge of workflow automation tools.
* Excellent communication skills.
* Ability to work independently and deliver high-quality solutions.

Qualifications:

* Experience with custom CRM development.
* Familiarity with SQL, JavaScript, or Python.
* Experience integrating CRMs with websites, payment gateways, email marketing platforms, and ERP systems.


Please include:

* Examples of CRM projects you've completed.
* Which CRM platforms you specialize in.
* Relevant automation or integration experience.
* Your estimated timeline and fixed-price quote.
* Your hourly rate for future work.

We are looking for a reliable CRM specialist who can recommend best practices, deliver clean solutions, and become a long-term technical partner for future CRM enhancements.

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Clarification Board Ask a Question

  • Naresh S.

    Hi Excult,

    Are you looking to optimize an existing CRM with established customer data and workflows, or would you like the CRM architecture and lifecycle to be designed from the ground up, including how leads move from capture through sales, onboarding, support, and retention across your different systems?

    Thanks,
    Naresh

  • VCONN P.

    Hi,

    Could you please let me know:

    1. Which CRM platform are you currently using, or are you looking for a recommendation?

    2. Is this a new CRM implementation or an enhancement of an existing system?

    3. Which third-party applications will need to be integrated?

    4. Do you already have documented workflows, or would you like us to help define and optimize them?

    5. Approximately how many users and customer records will the CRM manage?

    Looking forward to your reply.

  • Omar P.

    Do you already have your customer lifecycle and sales process documented, or would you like the first phase to include reviewing and optimizing the workflow before implementing automations?