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Purchase & Configure Off‑the‑Shelf Sales Tracking System for Canine Facility (Leads → Sales → Follow-ups) Project overview We’re a canine facility selling fully trained therapy, assistance, protection and pet dogs, part‑trained dogs, plus services (boarding, daycare, training, grooming). Bespoke solutions are currently too costly — we’re looking to buy and configure an existing, lightweight sales‑tracking/lead‑management product (SaaS or self‑hosted) to replace our spreadsheets quickly and affordably. What we need - Off‑the‑shelf sales/lead tracking system (or marketplace app) that can be configured for our workflow. - Must handle lead capture, pipeline stages, lead→dog linking, follow‑ups/reminders, CSV import/export, user roles, and reporting. - Provide setup, configuration, data import from our spreadsheets, basic staff training (1–2 hours), and short support window. Essential requirements - Lead & contact management with pipeline (kanban) and activity log. - Ability to link leads to dog records (photos, price, status). - Follow‑up tasks, email templates and reminder notifications (SMS preferred but not required). - Import existing spreadsheets (CSV) and export data. - Mobile‑friendly UI and simple UX for non‑technical staff. - Provide documentation and one remote training session. - If SaaS: cost per user and ongoing fees must be disclosed. If self‑hosted: deployment instructions and hosting needs. Preferred integrations - Option to sync or export to our existing CRM (via CSV, Zapier, or API/webhooks). - Calendar sync (Google Calendar) is a plus.. Deliverables - Recommendation of 2–3 candidate products with pros/cons and costs. - Installation/configuration of chosen product. - Import of our spreadsheet data and verification. - Staff training and short user guide. - post‑launch support/fixes. Timeline & budget - Preferred timeline: select product and prototype configuration within 1–week live within 2-3 weeks. - Budget: lower‑cost solution preferred — provide fixed price for discovery + setup + import + training. What to include in your proposal 1. Suggested off‑the‑shelf solutions (2–3) with justification and estimated licensing costs(if any, prefer without) 2. Implementation plan, timeline, and fixed price for setup, import and training. 3. Examples of previous similar implementations or vendor partnerships. Notes We will provide current lead spreadsheets and access details for our CRM (if needed). We prefer straightforward, proven solutions that our staff will adopt quickly.
Projekt-ID: 40267848
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156 freelancere byder i gennemsnit £454 GBP på dette job

Hello, Having been in the web services industry for several years, my team and I at Our Software have acquired a wealth of experience and expertise in software implementation just like the one you need for your canine facility. We understand your current challenges with costly bespoke solutions, and that's why we're confident we can provide a low-cost, off-the-shelf sales-tracking system that meets all your specifications. We specialize in developing simple yet robust solutions that are easy to integrate into existing workflows and are particularly suitable for staffs with non-tech backgrounds. In regards to this project, we propose considering two to three well-justified options with detailed pros/cons, including estimated costs (preferably without licensing fees). As part of our package, we will not only install and configure the chosen system but also handle the importing of data from your spreadsheets and verify the accuracy, conduct a concise training session with your team, provide bundled supporting documentation and hold your hand post-launch for any required fixes or assistance. To further assure you of our suitability, I believe it is worth mentioning that we have previously implemented similar systems for other clients. This involved tasks such as lead/contact management with pipelines, follow-up tasks, email templates & reminders among others. Lastly, we guarantee excellent service delivery within a reasonably short tim Thanks!
£450 GBP på 3 dage
8,6
8,6

Hello, I understand you're seeking to streamline your unique canine sales process, moving beyond spreadsheets to a robust system that tracks leads from initial inquiry through sales and crucial follow-ups. My expertise aligns perfectly with configuring an off-the-shelf solution to manage your diverse dog sales and services effectively and affordably. I’m Waqas from Eclairios, a professional software engineer with over 7 years of experience in app and web development. I have successfully completed 128 projects, earning a 5.0 rating from satisfied clients. I specialize in mobile apps (Android, iOS, Flutter), website development, custom APIs, and backend solutions. My goal is to deliver high-quality, scalable solutions that meet your business needs. Why hire me? ★ 100+ Projects Completed with 5-star rating. ★ 3 months of free post-launch support ★ Expertise in advanced technologies and systems Let’s connect and discuss how I can help you with your project. Best regards, Waqas
£421 GBP på 7 dage
8,4
8,4

Hello, As a team of seasoned engineers and developers with broad skillsets, we are uniquely equipped to meet your sales tracking system implementation needs. Our deep knowledge and experience in software architecture, PHP, and MySQL is central to the efficient design, installation, and configuration of the type of off-the-shelf sales tracking solutions you are seeking. Our team's proficiency in handling large datasets makes the import and verification of your existing spreadsheets a seamless process. We understand that user training is essential for efficient end-use, thus we'll provide systematic training and short but comprehensive user guides. This means minimal disruption in your workflows as you transit from spreadsheets to a robust sales-tracking system. Moreover, our expertise in API/webhooks can facilitate CRM syncing and calendar integration - like Google Calendar- which is a plus for your team. Choice-making can be overwhelming when researching off-the-shelf products; thus we will recommend 2-3 suitable ones after conducting meticulous research on pricing structures ensuring that lower-cost solutions are preferred and disclosed upfront. We have a solid track record delivering quality services just like what you are anticipating. I am excited about the possibility of partnering with you on this transformative endeavor! Thanks!
£750 GBP på 6 dage
8,2
8,2

Hi, this is Elias from Miami. I read your workflow and it’s a perfect fit for an off-the-shelf CRM setup (leads → pipeline → follow-ups) plus a simple “Dog” record that can be linked to each lead (photos, price, status, notes), with reminders and clean reporting so your team stops living in spreadsheets. My top 3 picks to move fast: 1. Zoho Bigin (starts around $7/user/mo on annual) — lightweight, easy for staff, good pipelines + reminders, solid value. 2. Pipedrive (starts around $14/seat/mo on annual) — best kanban pipeline + activity tracking, very adoptable, strong mobile UX. 3. HubSpot (can start free; paid tiers vary) — powerful, but can get pricey once you need custom objects/automation. Implementation plan: * Week 1: pick tool + prototype pipeline + dog record/linking + roles * Week 2–3: CSV import + verification, templates, reports, training, go-live Fixed price (discovery + setup + import + 1–2h training + short support): $900–$2,200 depending on spreadsheet size/users. Q1: what pipeline stages do you use today (lead → visit → deposit → training → delivery, etc.)? Q2: do you need multiple “dog records” per lead (options) or only one assigned dog? Q3: SMS reminders are “nice to have” — do you already use Twilio/WhatsApp, or just email is fine for v1? Regards.
£500 GBP på 7 dage
8,1
8,1

Hello, I have carefully reviewed your requirement to implement an off-the-shelf sales tracking system for your canine facility, replacing spreadsheets with a practical, cost-effective solution that staff can adopt quickly. With 10+ years of experience configuring CRM and lead management systems, I can recommend and implement a lightweight platform tailored to your workflow (Leads → Sales → Follow-ups → Dog linking → Reporting). Suggested Solutions (Initial Recommendation): HubSpot CRM (Free Tier) – Strong pipeline, activity tracking, email templates, CSV import/export, role control. Paid tiers optional. Zoho CRM (Standard Plan) – Affordable, customizable modules (dogs as custom objects), workflow automation, good reporting. Pipedrive – Simple Kanban pipeline, strong follow-ups, easy adoption for non-technical teams. Each supports lead management, task reminders, CSV import/export, mobile-friendly UI, and can link leads to dog records (via custom fields/modules). SMS and Google Calendar sync can be integrated via native features or Zapier. Deliverables: • Comparison report (pros/cons + licensing costs) • System configuration • Spreadsheet data import + validation • User guide (PDF) + remote training • Short post-launch support window I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT GUIDANCE AND COMPLETE CONFIGURATION HANDOVER. WE WILL WORK WITH AGILE METHODOLOGY AND SUPPORT YOU FROM SELECTION TO LIVE DEPLOYMENT. Thanks.
£360 GBP på 7 dage
8,4
8,4

This looks like a great fit, I will evaluate 2-3 lightweight CRM options for your workflow, configure the chosen product with your pipeline stages and lead-to-dog linking, import your spreadsheet data, and deliver the training session and user guide. The main customization challenge is the lead-to-dog linking. Most off-the-shelf CRMs support custom objects or product modules that can be adapted for dog records (photo, price, status, availability) with a relationship field tying each dog to one or more leads. I will shortlist tools where this setup is native or needs minimal configuration, which keeps ongoing costs low. Questions: 1) How many staff will need access to the system? 2) Do you have a preference for SaaS or self-hosted? Happy to answer any questions. Kamran
£300 GBP på 10 dage
8,5
8,5

⭐⭐⭐⭐⭐ Configure an Efficient Sales Tracking System for Your Canine Facility ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for a sales tracking system for your canine facility. You need not look any further; Zohaib is here to help you! My team has completed over 50 similar projects for sales tracking systems. I will efficiently find, set up, and configure a solution that meets your needs, ensuring a smooth transition from spreadsheets. ➡️ Why me? I can easily implement your sales tracking system as I have 5 years of experience in system configuration and lead management. My expertise includes data import, user training, and system integration. I also have a strong grip on CRM systems and data management, ensuring a comprehensive solution for your facility. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. I'm looking forward to speaking with you! ➡️ Skills & Experience: ✅ Sales Tracking Systems ✅ Lead Management ✅ Data Import/Export ✅ User Training ✅ CRM Integration ✅ Pipeline Management ✅ Project Management ✅ Document Preparation ✅ User Role Configuration ✅ Data Analysis ✅ Problem Solving ✅ Customer Support Waiting for your response! Best Regards, Zohaib
£350 GBP på 2 dage
7,9
7,9

Hi there, We’ve developed similar lead management systems for dog trainers and real estate agents, where we integrated with third-party APIs to automate lead capture and streamline workflows. Your project aligns perfectly with our expertise, and we can deliver a solution that meets your needs without unnecessary complexity. We can also provide a fully functional, production-ready product with ongoing support at no extra cost. We believe that a successful product requires continuous improvement based on real user feedback, and we’re committed to making it better over time. Let’s schedule a 10-minute introductory call to discuss your project in more detail and see if I’m the right fit for your needs. Best, Adil
£481,39 GBP på 7 dage
7,3
7,3

Hi — it sounds like you need a simple, affordable lead → sales → follow-up system to replace spreadsheets without building custom software. I’d recommend solutions like HubSpot CRM, Zoho CRM, or EspoCRM — all support pipelines, lead management, reminders, CSV imports, and can be configured to link leads with dog records. I can quickly set up the best option, import your spreadsheet data, configure pipelines, and train your staff. I’ve implemented similar CRM setups and can have a prototype ready within a few days. ✅Quick question: do you prefer a free/self-hosted system or low-cost SaaS for easier maintenance?
£500 GBP på 7 dage
7,5
7,5

Hello, I can implement a lightweight, off-the-shelf sales tracking system for your canine facility, handling leads, pipelines, follow-ups, dog records, and reporting. I will evaluate 2–3 candidate SaaS/self-hosted solutions, considering cost, mobile usability, CSV import/export, and ease of adoption for your staff. The chosen system will be configured to link leads to dogs, automate follow-up reminders, and integrate with your existing CRM via CSV/Zapier or API where possible. I will import your current spreadsheets, verify data integrity, provide 1–2 hours of staff training, and supply concise documentation for ongoing use. Post-launch support will be included for minor fixes and guidance. Deliverables: solution recommendation with pros/cons and costs, fully configured system, imported data, training session, user guide, and short support period. Timeline: discovery & product selection in 1 week, live system within 2–3 weeks. Thanks, Asif.
£750 GBP på 11 dage
6,9
6,9

Hello, I understand you’re looking to replace spreadsheets with a lightweight, off-the-shelf sales and lead tracking system tailored to your canine facility’s workflow. I’ve implemented and configured CRM and sales pipeline systems for service businesses, focusing on quick deployment, clean CSV imports, simple UX for non-technical staff, and fast adoption without overcomplicating the setup. Let’s move forward.
£500 GBP på 7 dage
6,8
6,8

Hello, I will develop your SALES TRACKING MOBILE APPLICATION for Android and IOS both platforms with Web admin panel. I am Tulsiram. I have 10 years of experience working as Native and Crossplatform mobile application developer. I am understood your requirements. I am glad if we are working together. If you interested then let's connect. I will provide you Daily updates ,source code after development completed, 1 Year maintenance Support in following Steps: I will available daily 10-12 hours in Working days for you. I will provide you regular updates according to which modules we will decided. After approval each module by you then i will provide your complete source code of your project and will shift on your Domain. Thanks
£250 GBP på 35 dage
6,6
6,6

Hello! As per your project post, you’re looking to purchase and configure an off the shelf sales tracking system for your canine facility to replace spreadsheets with a structured lead to sales workflow. The goal is to implement a lightweight, affordable system that manages leads, links them to available dogs and services, tracks follow ups, and provides clear pipeline visibility with minimal complexity for your staff. My focus will be on identifying the most suitable SaaS or self hosted solution based on your workflow, configuring pipeline stages from inquiry to sale, setting up lead and dog record linking with photos and pricing, enabling follow up reminders with email templates and optional SMS, and ensuring smooth CSV import from your existing spreadsheets. I will also deliver role based access control, reporting dashboards, mobile friendly usability, documentation, and a remote training session to ensure team adoption, along with a short post implementation support window. I specialize in implementing configurable CRM and sales tracking systems for service based businesses, with emphasis on process clarity, clean data migration, and fast team onboarding. My approach focuses on selecting cost effective tools that balance functionality, ease of use, and long term scalability without over engineering. Let’s connect to review your current spreadsheets and map them into a structured, easy to manage sales tracking system. Best regards, Nikita Gupta.
£300 GBP på 18 dage
6,4
6,4

Finding the right sales tracking system for your canine facility is all about simplicity and efficiency. I've had success pairing clients with tools like Pipedrive and Zoho CRM. Both offer the flexibility you need—such as lead-to-dog linking and follow-up reminders—and are budget-friendly. I'll personally handle the setup, ensuring your current spreadsheets transition smoothly. You’ll have a working prototype in a week, with the full system live within three weeks. Training your team will be straightforward, taking no more than two hours. One question: Are there specific features or challenges unique to your facility that need extra attention? Let’s chat more—this could really streamline your operations.
£700 GBP på 7 dage
6,2
6,2

Hi I specialize in implementing practical, off the shelf CRM and sales tracking systems that replace spreadsheets quickly without over engineering. For your canine facility, I would recommend solutions such as Pipedrive, Zoho CRM, or a lightweight self hosted option like SuiteCRM depending on your budget and long term control preference. All support pipelines, activity logs, CSV import export, role management, and can be configured to link leads with custom dog records including photos, pricing, and status. My approach is structured. First, a short discovery to map your current spreadsheet workflow. Then product selection with clear pros, cons, and licensing costs. Next, full configuration, custom fields for dogs and services, pipeline setup, task reminders, email templates, and Google Calendar sync if required. I will handle data import, validation, and provide a live remote training session plus a simple user guide. You will receive a fixed price for discovery, setup, import, and training, delivered within your 2 to 3 week target. Best, Justin
£500 GBP på 7 dage
6,3
6,3

Hello! I specialize in selecting and configuring off-the-shelf sales tracking systems that transform spreadsheets into streamlined workflows. With 9+ years of CRM implementation experience, I'll help your canine facility move from manual tracking to an efficient, staff-friendly lead management solution within weeks. Here's how I can help: - Recommend 2-3 proven, lightweight sales tracking products (SaaS or self-hosted) with clear pros/cons and cost analysis—preferring solutions without ongoing fees - Configure pipeline stages, lead-to-dog linking, follow-up reminders, and user roles - Import your existing spreadsheet data with verification and clean structure - Set up email templates, activity logs, and CSV export for future flexibility - Provide 1-2 hour remote staff training, user guide, and post-launch support window - Ensure mobile-friendly UI for non-technical team members Recommended solutions to consider: 1. Pipedrive (SaaS) - Excellent kanban view, lead-to-deal linking, affordable per user 2. SuiteCRM (Self-hosted) - Open-source, zero licensing costs, highly customizable 3. Insightly (SaaS) - Strong contact management, Zapier integrations, simple UX I've delivered similar CRM implementations for service-based businesses and can share examples. Do you have a rough estimate of current lead volume and number of staff who will use the system?
£500 GBP på 3 dage
6,0
6,0

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam
£250 GBP på 7 dage
6,1
6,1

Hello There!!! ★★★★ ( Sales Tracking System Implementation for Dog Facility ) ★★★★ Project understanding: You need a cost-effective, off-the-shelf sales tracking system for your canine facility to replace spreadsheets, manage leads, link them to dog records, track follow-ups, and provide staff training—all with mobile-friendly access and simple UX. ⚜ Recommend and configure 2–3 suitable sales/lead tracking systems ⚜ Import existing spreadsheet data and verify accuracy ⚜ Set up lead pipelines, follow-ups, reminders, and activity logs ⚜ Link leads to dog records with photos, status, and pricing ⚜ Configure user roles, reporting, and basic CRM integrations ⚜ Provide staff training (1–2 hours) and user guide documentation ⚜ Offer post-launch support for any initial fixes With 9+ years experience in CRM setup and SaaS implementations, I can select the most suitable solution, import your data seamlessly, and train staff quickly. My goal is a system that’s ready to use with minimal learning curve. Looking forward to streamlining your sales tracking workflow efficiently. Warm Regards, Farhin B.
£256 GBP på 12 dage
6,6
6,6

Hi, I came across your project "Sales Tracking System Implementation for Dog Facility" and I'm confident I can help you with it. About Me: I'm a agency owner with over 8+ years of experience in PHP, Mobile App Development, MySQL, CRM, SaaS. , and I understand exactly what’s needed to deliver high-quality results on time. Why Choose Me? - ✅ Expertise in required Technologies and 1 year post deployment free support - ✅ On-time delivery and excellent communication - ✅ 100% satisfaction guarantee Let’s discuss your project in more detail. I’m available to start immediately and would love to hear more about your goals. Looking forward to working with you! Best regards, Deepak
£600 GBP på 15 dage
6,0
6,0

Dear , I am , a seasoned freelancer specializing in system implementations and workflow optimizations. I understand the need for a streamlined sales tracking system for your canine facility. My approach involves recommending 2-3 cost-effective off-the-shelf solutions tailored to your requirements, along with detailed justifications and estimated licensing costs. I will handle the installation, configuration, data import, staff training, and post-launch support efficiently. With a proven track record in similar implementations, I ensure a smooth transition for your team with clear documentation and user-friendly interfaces. Let's discuss how I can enhance your sales process effectively. Looking forward to further discussing your project requirements. Best regards,
£250 GBP på 7 dage
5,9
5,9

Lancaster, United Kingdom
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