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À propos
Looking for an experienced Close CRM specialist to set up my CRM and connect it with two outbound tools: Instantly (cold email) and PhoneBurner (power dialer).
**What needs to be done:**
1. Close CRM Setup
- Create custom fields for leads and opportunities (I will provide the full list)
- Build 3 pipelines with specific stages (Seller Pipeline, Buyer/Broker Acquisition, Client Management)
- Set up Smart Views for daily workflow and pipeline management
- Build 8 automated workflows tied to stage changes (task creation, internal notifications, follow-up triggers)
- Create email templates inside Close
- Build reporting dashboards for weekly ops and monthly invoicing
2. Instantly → Close Integration
- Connect Instantly to Close so that positive replies automatically create or update leads in Close and trigger the correct pipeline stage
- Use native integration if available, otherwise via Zapier
3. PhoneBurner → Close Integration
- Connect PhoneBurner to Close via Zapier
- Completed calls should log activity in Close automatically (duration, disposition, notes)
- When a call is dispositioned as Interested in PhoneBurner, the lead should automatically move to the correct stage in Close
*Requirements:
- Proven experience with Close CRM setup and customization
- Experience with Instantly and/or PhoneBurner integrations
- Comfortable working with Zapier
- Please share examples of similar CRM builds you have completed
- Fast turnaround preferred — this is a straightforward build
Contract duration of less than 1 month. with 30 hours per week.
Mandatory skills: Customer Relationship Management, CRM Software, Email Marketing
Compétences linguistiques
- English
Avis aux utilisateurs
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