Infomaniak CRM Setup & Integration

Замовник: AI | Опубліковано: 09.10.2025
Бюджет: 1500 $

We need reliable CRM installed and configured on our Infomaniak cloud so my team can easily handle customer emails and Stripe payments from one place. Scope of work • Deploy and fully configure the CRM on our Infomaniak instance (Linux stack, MariaDB, PHP 8). • Connect our domain-based email accounts, enabling clean categorization, automated responses and an “instructions” workflow so staff see exactly what to do next. • Build a straightforward, modern interface in the CRM so the above tools are easy to use. See Spheremail.com for design example. • Integrate Stripe for payment tracking and enable payment-reminder workflows that trigger when invoices approach or pass due dates. • Migrate existing contacts and past email threads (≈5 000 records) without data loss. • Provide basic training material (video or PDF) plus a short live walkthrough so my team can manage day-to-day tasks confidently. Key requirements See attached CRM details.pdf Deliver the configured instance, admin credentials, and concise documentation so we can maintain it long term. Please no automatic reply, answers received within the first 60 seconds are automatically discarded, as technically you need more than 60 seconds to digest our content. No crazy prices, experience required.