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CRM with AI Integration Specialist

Search - API Integration · local_filter_skipped · UID ~022074054998369398991

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Budget Unknown
ExperienceIntermediate
DurationUnknown
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First seenMon, Jul 6, 2026 12:10 PM
Last seenTue, Jul 7, 2026 1:42 PM

Description

Looking for customize CRM we have one email id price, supplier name, supplier email id, which brand, date of email - it will grab all old emails – database link with AI email id for rfq- any email coming from customer it creates an ticket as an enquiry – we can use keyword only that email convert as an unique ticket id then centralize this like brand in different column – item description in different column – qty in diff column then our vendor database – brand wise option to him we want to send email it will show list of suppliers from our database also to search new supplier from chat GPT/ AI with there email id and option to send email to them as well. If no reply then auto reminder in 24 hrs Pop up- against which rfq who submit the quote and comparison of rfq prices – if more than one vendor – send order to supplier with terms and conditions options Submit prices to customer in pdf form or email template ( need both) then auto reverify after 24hr that he got quote. Then one more email after 48 hrs for feedback of quote. Then auto close. After getting po from customer. We can place order from crm Also follow up from supplier as per date of delivery given by him Reporting & Analytics Quotation Summary Vendor Performance Also we can do email marketing like sending our profile in pdf to 1000 emails on one click Also if I assign any work in team – follow up option by auto email until they mention close It should me mobile friendly as well. Like some one not in office then

Skills

Twilio API Customer Relationship Management Microsoft Dynamics CRM SugarCRM Development

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