In progress

Crm Setup and Management with Quoteiq Integration for Enhanced Business Operations

Published on the July 01, 2026 in IT & Programming

About this project

Open

We are seeking a skilled freelancer to set up and manage a comprehensive Customer Relationship Management (CRM) system. The primary goal is to streamline our client management, invoicing, job scheduling, and lead generation processes. The project requires integration with QuoteIQ for efficient invoicing and client record keeping. Key responsibilities will include: CRM system configuration tailored to our business needs, integration of QuoteIQ for seamless invoice generation and client data synchronization, implementation of a robust job scheduling system, development and integration of website lead generation mechanisms, and establishment of effective lead management workflows. The ideal candidate will have strong experience in CRM implementation and a deep understanding of how to optimize these systems for business growth. Must work in quoteiq and have knowledge or landscape lawn care or similar home services business operations.

Category IT & Programming
Subcategory Web development
What is the scope of the project? Create a new custom site

Project duration Not specified

Skills needed