CRM Setup & Automation for Digital Traffiq

via Freelancer ·

Budget / Salary₹1,500–12,500
TypeFreelance project
LocationRemote
Posted2 hours ago
Freelancer Required for One-Time CRM Setup & Automation
Company: Digital Traffiq (India)
Project Type: One-Time Setup (Fixed Price)
About Us
Digital Traffiq is a digital marketing and business automation company offering AI-powered marketing, CRM and automation solutions. We provide Funnel Traffiq, our all-in-one marketing, sales and business management platform.
Project Overview
We are looking for an experienced freelancer to complete the one-time setup and configuration of Funnel Traffiq, including CRM, marketing automation, WhatsApp integration, lead management and essential business integrations.
Scope of Work
● CRM Setup: Configure CRM, sales pipelines, lead management, tags, custom fields and dashboards.
● Lead Capture: Set up lead forms, landing pages and automatic lead synchronization.
● WhatsApp API: Integrate WhatsApp Business API, chatbot, automated messages, lead qualification and follow-ups.
● Marketing Automation: Configure CRM workflows, lead nurturing, notifications and automated follow-ups.
● Email Setup: Configure SMTP, business email, templates and email automation.
● Meta Integration: Connect Facebook, Instagram, Meta Lead Ads and auto-replies, where supported.
● Website Integration: Set up website chat widget, domain, DNS and landing page integrations.
● Analytics: Configure Google Analytics 4, Meta Pixel and conversion tracking.
● Policy Pages: Create Privacy Policy, Refund Policy and Terms & Conditions pages using approved content.
● Testing & Handover: Test all integrations, resolve setup issues and provide documentation and a walkthrough.
Required Skills
● CRM setup and implementation
● Marketing automation and sales funnels
● WhatsApp Business API and chatbot integration
● Email and SMTP configuration
● Meta Ads and Google Analytics integration
● Website, domain and DNS configuration
Experience with Funnel Traffiq or its underlying CRM platform is preferred.
Project Requirements
● One-time setup with a fixed budget.
● Complete configuration, testing and troubleshooting.
● All accounts and assets must remain under Digital Traffiq's ownership.
● Provide documentation and a final handover.
We are looking for a skilled freelancer who can deliver a fully configured, tested and business-ready onetime setup.
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