Crm for a freelancer jobs

I'm seeking a multi-talented freelancer for my project. Although I skipped the main objective and target audience details, I'm ensuring its simplicity wouldn't need any prior experience. No matter what your skills are, I'd like to hear from you. Ideal Skills: - Open-minded creativity - Eagerness to embrace broad tasks - Adaptive and flexible problem-solving abilities (Please note: More project details will be revealed upon selection.)

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's workflow will be an added advantage.

... I'm looking for a skilled developer to create an eCommerce website with the primary goal of increasing online sales. This project requires a range of digital marketing features to be integrated, particularly focusing on Stripe as the payment gateway. Key requirements: - eCommerce Platform: The site should be fully functional for online transactions, with a seamless and secure Stripe payment gateway integration. - Marketing Features: Key marketing features include Email Marketing, SEO Optimization, and integration with ERP and CRM systems. - SEO Optimization: The site must be built with a strong SEO foundation, ensuring high visibility on search engines. - ERP & CRM Integration: Robust integration of these tools is a...

I am seeking an experienced Squarespace-Zapier-Mailchimp expert to integrate various features. 1. Squarespace Integration: You will be tasked with synchronizing Forms, E-commerce products, and CRM with Zapier and Mailchimp. 2. Mailchimp Integration: The integration should incorporate custom fields such as address and company details from Squarespace forms. 3. E-Commerce Data Integration: The integration of e-commerce product data to Zapier is solely for Mailchimp use. Ideal applicants will have experience in Squarespace integrations, Mailchimp, and Zapier. Familiarity with CRM systems would be a huge plus.

...without knowledge increase budget I am seeking a skilled freelancer to develop a comprehensive matrimonial CRM system with integrated WhatsApp communication and backend integration. The CRM should streamline lead management, communication, and data synchronization between the website backend and CRM platform. Here are the key features required: 1. Customizable pipelines for lead management and sales process tracking. 2. Dedicated hotline feature for direct communication with call logs. 3. Negative client management system to track and resolve complaints. 4. Lost client management system to capture feedback for improvement. 5. Profile sending tracking to monitor the distribution of user profiles. 6. Last interaction remind...

I require a skilled part-time Filipino virtual assistant, primarily for email and social media management. The ideal applicant should be adept at: - Efficiently handling and organizing various social media correspondences - Effectively managing different social media platforms Familiarity with social media management tools is needed. Excellent communication skills are also important for this role. Familiarity with CRM software and email marketing platforms would be an advantage, but is not a requirement. We wish you can be working part time work, if you are a part time mother, household wife, student, etc. are the best match.

...seeking a talented and experienced logo designer to craft a minimalist yet engaging logo for my SaaS CRM platform, Nexync. Key Requirements: - The logo should be mainly blue in color, reflecting a professional and tech-savvy aesthetic. - It needs to be minimalist in style, avoiding overly intricate or complex designs. - The logo should be versatile, suitable for use across different mediums, including our website, print materials, and mobile app. - Don't use logo generating softwares - Logo might show growth, success , syncing team for business - Logo must be readable for both light and dark mode Skills and Experience: - Proven experience in designing logos, particularly for tech-related companies or SaaS products. -...

I'm in the process of building a recruitment agency in the social care sector, located in Nottinghamshire. To help with this, I need a team of professional telephone operators to assist me in the initial stages of customer outreach. Key Responsibilities: - Cold calling potential customers in the Nottinghamshire area - Gathering customer information effectively and accurately - Scheduling appointments with interested parties Ideal Skills and Experience: - Proven experience in telephone-based roles, particularly in cold calling and customer service - Excellent communication skills - Proficiency in using CRM software for managing customer interactions - Experience with appointment scheduling software The ideal candidate will be a loyal and honest pe...

I need an expert in web development, specifically for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline. Understanding of service industry dynamics and consumer behaviour online will be a significant plus. A brief rundown of the need; - increase and develop further our website for presenting, operating and selling services - Implement functionality, CRM and booking systems to online golf travel offers to customers Experience with similar projects will add credibility to your proposal. Ensure you provide examples of such previously developed projects.

A...Responsibilities: - Conducting market research to identify potential customers for Cloud, ERP/CRM and IT services - Generating leads through various channels. - Developing and maintaining a pipeline of prospects. - Working closely with the team to close deals. - Building and managing customer relationships and ensuring customer satisfaction. Skills and Experience: - Proven experience in B2B sales for Cloud, ERP/CRM and IT services - Strong understanding of the sales process. - Excellent communication and negotiation skills. - Ability to work towards targets and deadlines. - Preferably a mid-level professional with a track record of successful lead generation and deal closure. This is an exciting opportunity for a talente...

I'm in need of a professional who can help me create an automated workflow that will take data from an external API and present it in HTML format. The workflow should refresh the HTML output on a daily basis. Key Responsibilities: - Establish an automatic system to retrieve data from an external API. - Translate the data in JSON format to an HTML layout. - Implement a daily update function for the HTML output. - Ensure the workflow is resilient and minimizes the risk of data loss. Expectations: - You should be skilled in working with APIs and transforming JSON data. - Strong proficiency in HTML and web development. - Experience with automation and scheduling tools. - A keen eye for detail and the ability to follow provided styling guidelines...

I need a CRM system that is less complicated than the one at , but with a few additional features. The system should be compatible with both web and mobile. Key Features: - Contact Management: The system should allow me to easily manage and store contact information. - Task and Activity Tracking: It should help me track tasks and activities related to each contact. - Email Integration: I want to be able to send and receive emails within the CRM. - Google Calendar Integration: It should have the ability to sync with Google Calendar. LinkedIn Integration: - I need the system to integrate with LinkedIn, specifically to fetch public profile data of people I am connected with on LinkedIn. Ideal Skills: - Experience in CRM development - Proficiency in integ...

PLEASE DO NOT CONTACT US DIRECTLY. WE WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and la...

I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.

I am looking for a Zoho developer to assist me with a project involving an abandon form solution that integrates with Zoho CRM. Key points: - The primary task is to integrate the abandon form solution with Zoho CRM - Specific requirements include abandoned form tracking, email notifications, and CRM record creation - Troubleshooting and fixing issues may be required - This project may also involve some work on CRM, including form to CRM integration and creating a fillable PDF form template from CRM data Ideal skills and experience: - Strong Zoho development experience, with a proven track record of successful CRM integrations - Proficient in developing abandon form solutions - Experience in working with ...

I am looking for a skilled professional to set up an Odoo community on a virtual server, and customize it to meet the following requirements: -Background info: We are a decorative concrete company seeking a tech solution that will aid in our growth, utilizing automations to ease workload, store and organize data, keep associates and clients up to date, organize data in an easy to digest format, track and report project status and details. The solution shall be hosted on a virtual server. In order to be considered for this project the freelancer shall submit, in detail their proposed solution, including how they would deliver it, what they would require in order to get it done, data safety protocol, secure development, timeline, budge...

I'm in need of a professional website developer to create a website that will primarily serve as a platform to showcase my products and services. The site will consist of less than 10 pages. Key Points: - The main purpose of this website is to display and describe my products and services in an engaging and user-friendly manner. - I do not require integration with any CRM tools. - The site will have less than 10 pages, which is relatively simple in comparison to larger websites. Essential Skills: - Proficiency in web development - Experience in creating websites focused on showcasing products and services - Strong understanding of user experience and interface design This project is a great opportunity for a web developer looking...

I'm looking for a seasoned developer to create an AI Meeting Tool that will be compatible with both Windows and Mac operating systems. This tool should have the following features: - Advanced speech recognition and transcription capabilities to accurately capture and transcribe meeting conversations - Integrated with major calendar apps for seamless meeting scheduling - Automated email notifications for meeting reminders and updates Preferred Skills: - Proficient in AI, specifically in speech recognition and natural language processing - Experience in developing software compatible with Windows and Mac - Strong understanding of calendar integration and email automation On-Prem Client: Quivr Agent * Installation * Install Quivr Agent on Windows or mac...

We are in search of a proficient English speaking Executive Assistant/Customer Service Representative to work ~10 hours per week with our US based customers. Depending on how effective the individual is, there is an opportunity to expand to 20 hours a week after 90-days. Their set of responsibilities will include, but is not limited to: - Providing comprehensive administrative support - Effectively managing emails and scheduling tasks - Handling phone calls and professionally dealing with inquiries - Working during business USA business hours (can be any time zone) Proficiency across a broad range of common office tools, virtual meeting software and CRM platforms will be viewed favorably. While no specific industry knowledge is required, general adaptabilit...

I'm in need of a skilled JavaScript programmer who can assist in the development of a website. - The project involves developing a website. Your role will be to assist with coding and implementation, ensuring that the website functions smoothly and meets the desired objectives. - Proficiency in JavaScript is a must. Previous experience with website development is highly desirable. - Strong problem-solving skills are essential, as you may be required to troubleshoot and debug issues as they occur. If you have a strong programming background and are confident in your skills, I'd love to hear from you.

I'm looking for a skilled developer to help us in creating a seamless connection between Wufoo (form builder) and our CRM Hirehop, using their respective APIs. Ideal Skills and Experience: - Proficient in working with APIs, particularly Wufoo and Hirehop - Solid experience in integrations between Wufoo and CRMs - Skilled in real-time data synchronization - Familiar with creating triggers for data transfer Key Deliverables: - Set up a real-time synchronization process between Wufoo and Hirehop - Ensure that only 'Order Details' data is transferred - Create a trigger for data transfer upon form submission on Wufoo This project is crucial for our workflow efficiency, so the successful candidate will need to demo...

It is necessary make some simple changes to a project management application made in Laravel. The change are: Please answer only if have experiences in project management software. And show my the url of similar job made because I don't asign the job without see the real competences

I'm looking for a skilled developer to create a comprehensive management platform for a restaurant and cafe. Some of the modules required but not limited to the followings: - [ ] Ecommerce - [ ] CRM an Loyalty System - [ ] VOIP ans SMS integration - [ ] Marketing campaign design - [ ] Mobile & Online Ordering - [ ] POS - [ ] product add-ons when taking orders - [ ] barcode scanners and mobile printers - [ ] customised print designs per store - [ ] multi-tenant - [ ] Table Service, reservation, pr-eorder, pre-payment - [ ] Delivery, In-Store pickup, integration to other delivery platforms - [ ] Staff Management, time sheets - [ ] Digital Menu Management, View the menu on mobile and make order and payment - [ ] Reporting &am...

I'm in need of a proficient Python developer experienced in web development, data analysis and automation scripts. The goal of this project is to develop a SaaS platform dedicated to Customer Relationship Management (CRM). The primary feature of the platform is a system that generates recommendations. Knowledge in contact management, sales forecasting, and email tracking are bonuses, though not strictly necessary. Efficiency, strong communication skills and experience in the SaaS domain is vital. The perfect fit would be someone who has previously worked on similar CRM projects.

I'm in need of a skilled ERPNext Frappe developer who can effectively manage and customize modules such as Sales and CRM, Inventory Management, and Accounting and Finance. The ideal candidate should have extensive experience in modifying the functionality and interfaces of these modules to meet specific business requirements. Key Requirements: - Proficient in ERPNext and Frappe Framework - Prior experience in customizing ERPNext Sales and CRM, Inventory Management, and Accounting and Finance modules - Ability to perform functional modifications and user interface changes to fit the unique business processes The freelancer's primary task will be to make the necessary adjustments to optimize the system for my business, ensuring a seamless in...

I'm in need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you&...

We are looking for a Looker Studio expert to help us develop a new dashboard feature. The ideal candidate will have experience connecting to backend systems via API and displaying data in Looker Studio dashboards. We'd like to start with a consultation to discuss our vision for the feature and determine if it's a good fit for both parties. Important note: Due to possible personal contact, we prefer only freelancers from Europe. Looker portfolio examples are necessary.

Hey Slamet, I'm hiring you to do the Website Translation, New TVG Tech Proposals Design, and CRM Page.

I worked incredibly hard for over a year to bring you a top-notch learning program with Freelancer.com that was never revealed before… It's not just about teaching you everything I know and sharing my journey to the #1 amongst 70 million people; it's also about connecting you with a great community.. Once you complete the program and pass the test, you'll earn an exclusive badge that very few people get.. But.. Also, you get all of the following INCLUDED with NO HIDDEN COST in a YEARLY price of 129 USD: ➡️ Be among the elite few to earn the new IFC badge on your profile so that you can stand out! (Upon successful completion of the test) - Priceless! ➡️ Unlock hours of groundbreaking video content I’ve been working on fo...

I am looking for an experienced ASP.NET developer to create a Customer Relationship Management (CRM) system for my business. The system should have the following functionalities: - User Authentication and Authorization: The CRM should allow for different user roles with varying levels of access. - Database Integration and Management: The system should be able to store and efficiently manage data related to customer interactions, transactions, and any other relevant information. - API Integration: It should be able to communicate with other systems and services, ensuring seamless data flow and process automation. The primary goal of this application is to enhance our customer management capabilities. This will include, but not limited to, personal...

...India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and ove...

I'm looking for a professional web developer to create and set up a web portal to centralize the procurement process for a company. This will be spanning over 225 seperate entities under one brand, across 900 sites. Key Project Requirements: - Design and develop a fully functional transparent cloud database of stock lists across 900 manufacturing sites. - Seperate log-ins depending on User level, i.e Standard > Manager > Admin. - Incident reporting - Implement secure payment gateways for bank transfers and card payments - Integration of data with our CRM(Salesforce) Ideal Skills and Experience: - Proficiency in Website development - Experience in large scale projects - Knowledge of integrating payment gateways - Experi...

I'm looking to integrate a real-time chat feature between our CRM (Bitrix24) and Omnichannel (Huggy) platforms. Key details include: - The integration must be comprehensive, i.e., there should be no missing features or functionalities on either platform during or after integration. - Real-time synchronization is crucial. This means that chat data should be immediately accessible and updated in both systems without delay. Ideal candidates for this job should have prior experience in real-time chat integration, especially with CRM and Omnichannel platforms. They should be able to deliver quality work that guarantees seamless communication without any glitches or delays in the chat feature. I appreciate developers who pay attention to details, as every aspec...

I'm in need of a competent virtual assistant for my growing mobile car wash business to help systematize my leads' pool. Your main responsibility will be to sort through different leads that come via phone call,text,email. screening out those who've explicitly stated they dont have the budget in our services. these leads are all warm and already interested in our business we just need them to book our services, and for you follow up until they book. In addition to this, you'll be tasked with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifti...

...conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Automation of the Sales Process**: automate few steps in our sales process (lead > client proposal > active client > lost client > ongoing engagements. - **Reminder System**: The reminders are crucial in ensuring that our sales team stays on track. The reminders should be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experience: - Proficient in process automation and design, with prior experience in sales process automation - Adept at form customization, with a keen eye for design and layout. - Familiarity with implementing reminder systems in business processes...

I'm looking for a skilled web developer to create an International Freelancer Certification (IFC) website. Key Features Needed: - User Registration and Login: The site must allow users to create accounts and log in securely. - Online Courses and Assessments: The main functionality of the site will be offering online courses and assessments for users. - Certification Tracking and Verification: The site should track users' progress and issue certifications upon successful completion. The ideal candidate for this project should have: - Proven experience in web development, particularly in creating e-learning platforms. - Strong understanding of user authentication and authorization. - Familiarity with certification tracking systems and integratio...

As part of our Digital Agency marketing strategy, we've got AI-generated content ready. We're looking for a skilled and reliable freelancer to quickly modify and load this content onto more than five websites using our content tool. This content be loaded via simple API interface through Wordpress Key Responsibilities: - Modify the existing AI content to ensure it's optimized for selling our client products or services. As sometimes AI tool mentions other brands too much or puts information not correct in the blog that needs to be removed or edited. - Load the content onto multiple websites using our content management system. The content is tagged so it's easy to know which client we working on each time. Ideal Skills and Experience: - Pro...

Hi, i'm graphic designer here on freelancer.com. I'm updating my profile and wanted to hire proffesional to write me profile description. Max 1000 words but if you feel you can do with less that's even better and i feel 1000 words is too long to read for employers, do you agree? In order to be contacted please start your bid with number i mentioned in brief. Greetings, Stefan

I am looking to hire a skilled PHP developer to create a custom CRM system, based on an existing one I have. Essentially, this is a task that involves removing certain features such as email integration, sales forecasting, and social media integration. While the new CRM system doesn't need to include all the functions of the original, the ones I cannot do without are: - Contact Management - Sales Tracking Unfortunately, I was unable to specify further details for inclusion in the CRM. Therefore, prospective developers should be flexible and ready for modifications during the project. Given the urgency of this project, I expect it to be completed within a month. Therefore, candidates with a fast response rate and...

I am looking for an ambitious and talented freelancer who can undertake a variety of tasks for an assorted range of projects. No specific expertise is required, simply a will to acquire new skills and a drive to succeed. The purpose of the projects will vary, but could include personal use, business use, or for educational purposes. The ideal candidate would be: -Quick Learner – able to pick up new skills swiftly -Versatile – capable of handling different tasks -Reliable – dependable in delivering quality work promptly This position is open to both part-time and full-time candidates. Let's make money together! Please highlight, in your bid, any skills or experience you believe would make you a good fit for...

I'm looking for a skilled web developer to create an International Freelancer Certification (IFC) website. Key Features Needed: - User Registration and Login: The site must allow users to create accounts and log in securely. - Online Courses and Assessments: The main functionality of the site will be offering online courses and assessments for users. - Certification Tracking and Verification: The site should track users' progress and issue certifications upon successful completion. The ideal candidate for this project should have: - Proven experience in web development, particularly in creating e-learning platforms. - Strong understanding of user authentication and authorization. - Familiarity with certification tracking systems and integratio...

I'm in need of a skilled developer to create a web application for influencers. This application will serve as a platform for influencers to offer their services to companies for advertising and commission-based marketing. It will also include a comprehensive customer relationship management system, data storage, and reporting functionalities. The application will also feature financial management capabilities, payment methods, and invoicing. The successful freelancer for this project should ideally have: - Proven experience in web application development, particularly in the influencer marketing field. - Strong knowledge of customer relationship management and data storage/reporting. - A solid understanding of fin...

...verified in 2-3 business days. — — — — — We're aiming to establish a multi-faceted general dropshipping store on Shopify, covering a range of product categories. The successful candidate for this project ideally should: - Have substantial experience creating and managing successful Shopify stores - Exhibit a keen eye for aesthetic design, and demonstrate ability to adapt visual style to a multi-category general store - Be flexible and open to collaborative discussions on design Critical to this project is the seamless integration of essential third-party tools for successful functionality of the store. These integrations include: - Email marketing software - Inventory manageme...

I'm in need of a data entry freelancer to assist me with various tasks. If you are really interested then submit your proposal here ..

...successful applicants will be responsible for providing client service on an ongoing basis. Any previous experience within Sales, Business Development and/or Relationship Management will be considered an advantage, although candidates with little or no professional experience are also encouraged to apply. TASKS -The candidate must speak fluency in the Brazilian language and be willing and able to work at the beginning in a shift pattern (6 hours), covering working hours between 09:00 and 00:00. -The candidate must be able to contact (chat and call through our CRM) new users (supplied by the company), explain the site's functionality, help them get all the available bonuses, and make their first deposit. - The candidate must be responsible for ...

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks ledger as normal?

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's advanced features for SMS messaging and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in inte...

As a marketing agency specialising in B2B services, I'm currently looking for a Sales Executive who can excel in closing deals with businesses. The ideal candidate will have a strong track record of generating leads and converting them into sales, particularly within the B2B space. Responsibilities: # Engage in Zoom/Google Meet calls with interested leads. # Develop and maintain relationships with new and existing clients to explore new opportunities. # Utilize CRM software to track client interactions and sales progress. # Meet and exceed sales targets by closing deals and upselling to existing clients. The ideal candidate should have: - Proven experience in B2B sales, ideally within the marketing industry. - A solid understanding of vari...

...development and services business, focusing on web development, mobile app development, and CRM implementation. I've provided services in the healthcare, finance, and retail sectors in the past. I'm looking for a sales expert who can assist me in expanding my client base and improving my operational efficiency. The main goal of this project is to increase efficiency in the sales process and overall business operations. Key skills and experiences needed for this job include: - Proven sales experience, ideally in the IT/software sector - Knowledge of healthcare, finance, and retail industries would be a plus - Ability to understand and communicate the benefits of web development, mobile app development, and CRM implementation to potent...

I need wedding photos edited, including retouching and background changes, using Photoshop. I have a batch of photos initially, so I'll need to see a sample of your work first. After that, if I'm satisfied, there will be more work, and, of course, payment for your services. & And I also want to edit the wedding video. If you know video editing then please send a sample.