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Freshsales CRM Integration for Environmental Organization

Services Covered:

E-commerce Development • CRM Solutions • Application Integration • Custom Software Development
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Industry
Industry

Non-profit Organizations

Duration
Duration

4 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 September 2019

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
71/100
Good

Project Capability Score (PCS) estimates how capable Codup is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

map Canada

Project Summary

Codup.io developed a custom application to integrate the client's Shopify site with Fresh Sales CRM so Shopify data could be viewed and stored in the CRM. The vendor delivered the requested functionality and maintained good communication throughout the engagement. The client is an environmental nonprofit; the delivered add-on was not yet in active use but was seen as potentially useful after optimization. The team managed the project remotely and used Trello for tracking.

Key Challenges

  • Transferring the CRM to Fresh Sales
  • Building customized features to support Shopify data in the new CRM

Project Deliverables

  • Custom application integrated with Fresh Sales CRM
  • Shopify data synchronization and storage in the CRM

Project Solution

Codup developed a custom application to integrate the client's Shopify site with Fresh Sales CRM, storing Shopify data in the CRM. The vendor team started with two people and scaled to five, including a technical consultant, project manager, and CEO. They collaborated remotely, using weekly calls and Trello for project management, and executed the engagement from Sep. 2019 until it was put on pause in Jan. 2020.

Project Outcome

  • Delivered the requested custom integration and application
  • Client has the add-on but was not yet using it; believes it could be useful after optimization
  • Communication and project management were effective despite remote collaboration

Platforms

  • CRMCRM
  • E-commerce PlatformE-commerce Platform

Tech Stack

  • ShopifyShopify
  • TrelloTrello

Client Endorsement

Overall Review Rating

4.13star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The team at Codup.io delivered precisely what the client asked of them. Though there were some challenges because of the limitations of Fresh Sales and working remotely, the communication was good and the work was high quality.”

Anonymous

Operations Manager

Note: This endorsement is based on publicly available client feedback from external review sources.

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