How to build a crm in excel jobs

I'm looking for a skilled developer to assist with syncing an Excel file to my phpMyAdmin database. Key Requirements: - Real-Time Syncing: The sync should take place continuously in real-time. Any updates made to the Excel file should be reflected in my phpMyAdmin database instantly. Skills and Experience: - Proficient in Excel and phpMyAdmin - Experience in data syncing and database management - Familiarity with real-time data syncing No specific data validation or transformation is needed during the import process. The goal is to ensure that any changes made in the Excel file are accurately reflected in the existing database.

...looking for a skilled and experienced professional who can render detailed plans and elevations for my residential construction project. Your task will involve: - Preparing construction drawings that effectively communicate design intent. Your work should be easy to understand and facilitate the building process. - Providing comprehensive plans that can be used for obtaining necessary permits. Your understanding of local building codes and regulations will significantly contribute to the project's success. - Ensuring these detailed drawings can be used for accurate cost estimation. Your background in architectural design or civil engineering, coupled with proficiency in CAD software, will be extremely beneficial. Experience in residentia...

I'm seeking a proficient data analyst with strong statistical analysis capabilities. Your main responsibilities will be: - Data Cleaning & Preparation: This includes cleansing the data from any incomplete records, duplicates or errors. - Statistical Analysis: You'll need to conduct a thorough statistical analysis of the data, utilizing regression analysis specifically. The project will involve various types of data including numerical, categorical, and textual data. Since we'll be working in a professional environment, knowledge and proficiency in MS Office is a must. This includes Excel, PowerPoint, and Word. Ideal candidates should be well-versed in data analysis and have a strong statistical...

I'm in need of an Excel macro expert who can help me with a data arrangement task. The task involves transferring sequences of cells data from one grouped workbook to multiple original workbooks and worksheets. The data transfer should be based on specific criteria. Key Requirements: - Data transfer based on a specific criteria: The macro should transfer data based on a specific criteria. This involves arranging the data from the grouped workbook into different cells in a column in the original workbooks based on predefined conditions. - Conditional Logic: The macro should include conditional logic. This means that the data transfer should not just be a simple copy-paste operation, but should involve logical condi...

Provide: 1. French and 2. German translations for the static strings used on a website. I've compiled a list of all the static strings on a website. A native French speaker and a native German speaker are needed to update the Excel file attached with the translations from: 1. English to French and 2. English to German Thank you!

I have a project that entails exporting contacts from one database and merging them in a particular manner. Here's what I need: • Transferring data between databases -- changing to a new program • Combining the Excel rows into a single cell. Only the address, city, state, zip into one cell. Name, phone, email will stay separate. • The final format for the merged data should be in CSV. Ideal skills and experience required for this project include extensive knowledge about Excel functionalities, CSV formats, and database management. Previous experience with contact data transfer and merging will be highly appreciated. Let me know if you've done similar jobs in the past.

...seeking a telemarketing professional to assist me in generating quality sales leads for my commercial building cleaning services. Key Responsibilities: - Conducting outbound calls to businesses within the commercial building cleaning services sector - Establishing rapport with potential leads and effectively communicating the value of our services - Qualifying leads and setting up appointments for our sales team Ideal Skills and Experience: - Proven experience in telemarketing and lead generation, particularly in the B2B space - Excellent communication and negotiation skills - Familiarity with the commercial cleaning industry would be an advantage - Ability to work towards targets and manage a CRM sales pipeline This pr...

I have a project that entails exporting contacts from one database and merging them in a particular manner. Here's what I need: • Transferring data between databases -- changing to a new program • Combining the Excel rows into a single cell. Only the address, city, state, zip into one cell. Name, phone, email will stay separate. • The final format for the merged data should be in CSV. Ideal skills and experience required for this project include extensive knowledge about Excel functionalities, CSV formats, and database management. Previous experience with contact data transfer and merging will be highly appreciated. Let me know if you've done similar jobs in the past.

Objective: Our company aims to automate its logistics process to improve efficiency and reduce manual workload. We are looking for a freelancer with expertise in automation to develop a system that streamlines the process from transport request to courier confirmation. *** Current Process *** (The current process excel files will be given aswell as the detailed process) Request Submission: Teams within the company fill out an Excel file with transport details, including pickup location, destination, size, and weight of the shipment. Courier Selection: The logistician identifies 3 or 4 potential couriers from a database based on the transport's distance, size, and location. The logistician contacts these couriers ...

...leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zoho One and ERP integrations but also have a deep unders...

Hi Rahul - I have an excel sheet that we currently use to calculate fees based off different calculations. I would like this form to be simpler, and easier to use.

I'm looking for an experienced Power BI specialist to create a dashboard for me. The data that I would like to be integrated into this system is in an Excel spreadsheet. Key project requirements include: - Creation of a detailed and interactive Power BI dashboard - Integration of Excel data sources into the dashboard - Configuration of the system to ensure real-time data updates Ideal Skills/Experience: - Proficiency in Power BI, particularly in creating dashboards - Experience in integrating data from Excel spreadsheets - Understanding of how to configure real-time data updates in Power BI.

We're a dynamic agency specializing in helping businesses stand out on YouTube. We're currently on the lookout for a YouTube SEO specialist to boost the visibility and ranking of our high-quality content on the platform. Key Responsibilities: - Implement advanced SEO techniques to improve the ranking of our videos in search results. - Conduct comprehensive keyword research and optimize video content accordingly. - Enhance the appeal and engagement of our videos through creative thumbnail and title optimization. - Dive into analytics and user engagement data to constantly refine and improve our strategies. Ideal Candidate: - Proven experience in YouTube SEO, with a track record of improving video ranking and visibili...

...freealancer to create an mcq list for moodle quiz website in Aiken formatting. Aiken format I am following is Frusemide tablets 40mg tablets are in stock. How many would you give for a dose of 120mg? A) 3 tabs B) 2 tabs C) 4 tabs D) 5 tabs ANSWER: A Sulphasalazine tablets 500mg are on hand. The dosage required is 2g. How many tablets are required? A) 3 tabs B) 2 tabs C) 4 tabs D) 5 tabs ANSWER: C So can you create options like a teacher, you don't need to know a lot about the topics. If you are wondering, It is nursing mcq (multiple choice questions). I have the questions and answers ready in a pdf. The first 428 questions are ready. Once the Question and Answer pdf is given, I...

I'm in need of an experienced graphic designer who can create visually appealing graphics for a series of 5 email communications. These emails are part of a campaign directed towards buyers of fundraising direct mail for Non-Profits. Your expertise in HTML and CSS might also be highly beneficial for this project. Key Requirements: - The main goal of this email campaign is to generate awareness of our company, which is in the direct mail printing and mailing space. We are a service organization and do not sell products. The email list is custom compiled to Buyers of fundraising direct mail services. Therefore, the graphics need to be tailored towards achieving this objective. - The tone of the graphics should be profession...

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I am in need of an experienced Bubble developer to create a customized CRM system specifically tailored for financial services and their freelancers. This system should be able to: - Track leads: The application should have a robust lead tracking system in place, allowing us to monitor and manage leads effectively. - Manage deals: Deal management is a crucial part of our business. The CRM system needs to support this feature to ensure smooth deal handling. - Provide performance metrics: It's important for us to evaluate the performance of our team. This CRM system should include tools to generate and present performance metrics. Additional features requested for this CRM...

I'm in search of a diligent and detail-oriented individual to assist me on a part-time basis with data entry tasks mainly in the finance sector. Key Responsibilities: - Data Entry: You will be responsible for inputting and maintaining various financial data into spreadsheets and databases. - Accuracy and Attention to Detail: Ensuring the provided data is accurately entered, including cross-referencing and validation. - Data Quality: Assisting in maintaining the quality of the data and suggesting improvements where necessary. Skills and Experience: - Proficiency in Microsoft Excel is a must as this will be the primary tool used. - Previous experience in finance-related data entry is advantageous but not man...

We are in search of a skilled software integrator to help me integrate my personal deployment system with an IA/Chatgpt API. This project involves building and implementing a chatbot that's capable of: - Natural language processing: The chatbot should be able to understand and interpret human language, not just in a literal sense, but also in context. - Chatbot functionality: The chatbot should have the capacity to engage in meaningful conversations with users, along with the ability to learn and adapt over time. - Question and Answers: The chatbot should be able to provide answers to frequently asked questions and find relevant answers from PDF files content. Experience and Skills: - Strong u...

...need a freelancer to search for the "Business Directory" URL on 342 websites. The websites are in the following sheet (I have added business directory URLs for the first four entries, as a sample): You will search for the business directory URL on each website, then enter the URL in the "Business Directory" column of that Google Sheet. (Note: some websites don't use the exact term "business directory". What I'm looking for is the web page on each site that contains the list of businesses in each city, so the business directory could be called something else, for example "business listings".) The task is a one-time search. My budget is $20. This is an excellent project for a...

I'm looking for an expert to create a web-based CRM database aimed at efficiently storing and managing information. The data I intend to keep include: - Customer contact details - Sales history - Communication logs - Course details - Course Refresher notifications This project also requires the creation of functionalities to: - Add new contacts - Update existing contact information - Track sales performance Ideal freelancers should have substantial experience in CRM database development, with knowledge of implementing web-based solutions. Familiarity with training or course-based entities would be a bonus. Your expertise ought to allow seamless additions, updates, and performance tracking of stored information. Demonst...

We are developing a spreadsheet-based database of the most popular English quotations (or English translations), and are looking for a researcher with native English language skills who can identify and collate (into Excel or Google Sheets) the following requirements, providing the quotation, the author, and the source document (if available): - 1,000 most popular quotations from literature (prose and poetry), excluding Bible quotations and the works of William Shakespeare - 500 additional most popular English language quotations in addition to the above (from non-literary sources - 200 of William Shakespeare’s most popular quotations Maximum length of each quotation is 55 words. Extensive source material is available online, and we encourage the...

I need an experienced data entry freelancer who can assist with a high priority task. The project involves inputting data into an Excel spreadsheet and carrying out online data entry tasks. The ideal candidate will be proactive, detail-oriented, and able to work efficiently with minimal supervision.

As discussed, this includes the following - 1. Automated trading functionality in excel using the TWS API 2. Customization of entry and any other rules post discussion 3. Python codes 4. Deployment support and 2-weeks support for smooth operation

I am in need of someone adept in Excel and knowledgeable in medicine, especially in dosages and weight-based calculations. The challenging aspect of this project is to modify an existing locked Excel spreadsheet which is used to calculate dosages once a patient's weight is entered. Tasks involve: - Updating the dosages of specific medications based on the guidelines I have on hand. - Modifying the weight-based formula in alignment to these dosage updates. Skills and experience: - Proficient in Excel and worksheet protection - Comprehensive understanding of medical dosages - Experience or understanding of weight related dosages calculations. I will provide the necessary medication ...

I'm looking to test database scraping on a website to extract names and potentially contact emails (if available). The data doesn't necessarily need to be organized or cleaned post-extraction. Ideal Skills: - Proficiency in web scraping tools - Understanding of database structures - Familiarity with handling contact information The data should be organized in an excel and csv based on the desired layout.

In search of a professional with expertise in managing multiple aspects of a small business (1-10 employees). Requirement includes the following key areas: - Inventory Management: Highly skilled in inventory strategy, maintaining accuracy, and ensuring timely order fulfilment. - Customer Relationship Management (CRM): Proficiency in the management of all aspects of customer relationships, with the aim of improving business relationships, assisting in customer retention, and driving sales growth. - Project Management: Capabilities in managing projects, tracking progress, and ensuring smooth workflow in our small team set-up. - Billing and Accounting: Knowledge on maintaining a clean ledger, managing bills, con...

I am looking for a skilled freelancer to help convert 12 simple floor plans into editable layouts suitable for creating evacuation maps. The goal is to clearly illustrate the evacuation routes within the building's layout. Requirements: - The present pdf copy of the floor plans should be converted into an editable format. The preferable formats are Word, Excel, or Editable PDF. - Use color-coding to differentiate the evacuation routes for better clarity. The color to be used for the evacuation routes is Red. Ideal Freelancer: - Proficient in creating and editing floor plans. - Skilled in using software that can create and edit floor plans, such as Adobe Acrobat for PDFs, Microsoft Word and Excel. - Experience working on...

I'm seeking a Zoho expert to set up and configure Zoho One for my organization. We currently do not use any specific software or tools that need to be integrated with Zoho One. The main objective is to implement Zoho One for less than 10 users. Key Responsibilities: - Customize Zoho One to meet our business needs - Implement CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Provide necessary training to less than 10 team members on the use of Zoho One. Ideal Skills and Experience: - Extensive experience with Zoho One implementation and customization. - Proficiency in CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Ability ...

...word in the attachment, otherwise we dropp you out. We are looking for a database with websites, HAVING EMBEDDED YOUTUBE Videos on their sites. Prepare a list with : Name of the company, youtube Channel, Link to the first youtube video you find on the site, PLZ, City, State, Phone, Mail, Website Niches: Construction Systems in Austria, Germany and Switzerland Phsiotherapeuts in Austria, Germany and Switzerland I would like to have at least 2000 websites with top-quality data. Delivered in 1 day. Delivery in one Excel file. Time of delivery is a key element in our decision. Offer a price for 2.000 data entries. We extend our partners for this kind of task´s. With all of them we have a...

...looking to hire a seasoned software developer to create a software for my financial recovery business. Understanding of finance and debt recovery processes is definitely a plus. Key Features: - **Customer Management**: This is a critical feature for the software. You should be able to create a system that allows client profile building. Client Profile Building: - **Financial Status**: Ability to input and monitor financial status of every client. - **Contact Details**: Capacity to register each client's contact information. - **Recovery History**: Capability of logging each client's financial recovery history to keep track of progress. Proficiency in backend programming and database manag...

We are looking for a reliable, dedicated and knowledgeable VA on a long term basis. Our company operates within cryptocurrency and finance, making it highly beneficial that the selected VA has a strong understanding of this field. As a VA, you will play a pivotal role in managing various tasks associated with our crypto-related platforms, including a YouTube channel, social media accounts, a blog, and a Telegram community. Key Responsibilities: Research and Summarization: Conduct research on new crypto products, trading companies, and product features. Summarize findings in visually appealing Excel sheets or Designs or reports for easy comprehension. Partnership Outreach: Reseacrch & Contact potential pa...

I'm in need of a skilled freelancer to assist with some data entry work. While the specifics of the work have not been defined yet, it will likely involve entering data into a database, transcribing written documents into digital format, and/or filling out online forms. The task can involve different formats such as Excel spreadsheets, Word documents, or online platforms.

I'm seeking to secure funding for a multi-industry workers' accommodation project. The accommodation caters to construction, seasonal farm, wind farm, abattoir, and gold mine workers. For this, I need a professionally crafted project proposal and a corresponding financial model in Excel. Ideal freelancers for this project should possess: - Proven experience in drafting project proposals related to housing or accommodation - In-depth knowledge in the creation of financial models using Excel - A strong understanding of multi-industry accommodations - Great analytical and strategic thinking skills - Familiarity in the Construction, Agriculture, Energy, Food Processing, and Mining Indu...

Innovation Company Product Manager seeks VBA developer for Excel app development Your resources • Windows 10/11 & MS Office (sorry MS Office MacOS has too many compatibility problems!) • Location with good acoustics, headphones, good internet (so we can have high quality meetings). ESSENTIAL - DO NOT IGNORE THIS! Your skills • Experienced with Excel and Excel VBA coding to professional standards • Good conversational Technical English • Touch typing (we do live meeting notes) • Python OO coding experience would be good Your Technical Knowledge and experience • VBA sufficient so that you can develop (or source and enhance) • Create a professional app/plugin • Create coding standards including trialling...

I'm looking for a developer to create a complex ecommerce website based on Odoo ERP. This project involves extensive customization and integration of various features primarily tailored for a multi-branch business model. The system must be able to handle multiple branch warehouses, with each customer being assigned to a specific branch based on their location. Key Requirements: - Integration of Point of Sale (POS), Accounting, Customer Relationship Management (CRM), Inventory Management and Purchases features from Odoo ERP. - Implementation of a system that assigns customers to a branch based on their location. This should be done automatically based on IP, and also allow customers to manually select ...

I'm looking for assistance with online data entry to Excel. The task is not overly complex but will involve working with reference numbers and ensuring accurate data entry and cross-referencing. Full training will be given and I will explain all. Budget is hourly and $3 max need to have good understanding of English

I'm seeking a highly skilled Power BI professional to assist with creating interactive dashboards and generating data visualizations. The selected expert will be expected to work with data from both Excel spreadsheets and SQL databases, so experience with these sources is crucial. I will be looking for an advanced level of expertise, as the job will involve complex data modeling and designing sophisticated, interactive visual reports. A strong understanding of data analysis and visualization techniques is essential. Key responsibilities and qualifications include: - Creating interactive dashboards - Generating data visualizations - Working with data from Excel spreadsheets and SQL databases - Demonstrable advanced level of Power BI experien...

...is an Amazon marketing agency based in Reading, UK and Athens, Greece. We are bunch of Amazon sellers ourselves that got frustrated with the process of selling on Amazon, decided to provide our services so others will not face the same problems. Our team constitutes of marketing specialists, designers, photographers & consultants that are here to alleviate the complexities of selling on Amazon. Some of the world’s most popular consumer brands and innovative start-ups are our clients. About the role We are looking for a focused, driven Amazon Account Manager. The ideal candidate stays on top of Amazon’s marketing trends, has experience with Amazon listings (including flat file expertise), product research and Amazon software tools. You will be...

I have a 1-page Excel spreadsheet with 9 text columns that need to be merged. I'm looking for someone who can start this job immediately and has experience in Excel data manipulation and formatting. Please only bid if you can do this job immediately and I will award and give you the file.

I'm seeking an expert in Excel analytics. This project involves working with existing but undisclosed business data to help me understand and optimize the business's performance through indicators like KPIs. The freelancer's task encompasses: - The creation of robust dashboards that effectively communicate KPI outcomes. - The execution of classification analysis to differentiate key data points. - Clustering the data into discernable patterns to aid business decision making. Ideal skills for this job include Excel proficiency, data analytics experience, and an understanding of key business metrics such as KPIs, dashboards, classification, and clustering. A background in business data analysis and the ability to...

...all to be done on a new Linux STAGING ONLY server. 1) Linux staging server setup -> deploy our existing project to a new VPS using gitlab 2) Woocommerce -> continue long term development work on our existing custom plugin. Transfer the existing production woocommerce to this staging server. 3) ongoing long term development of our CRM app Other components of our stack which are a HUGE ADDED BENEFIT if you can work on them -> .NET ASP, WEB API + MS SQL DETAILS HERE -> PRIORITY IS TO HAVE A DEVELOPER ON OUR TEAM (LONG TERM) THAT CAN FOR NOW ALSO WORK WEEKENDS AS WE HAVE SEVERAL EMERGENCIES TO FINISH URGENTLY. Someone who can efficiently manage Linux VPS and efficiently use GITLAB is critical. I...

I'm in need of a professional who is highly skilled in Excel for a project involving 4-color conditional formatting. The project will focus predominantly on numerical data. Here are the essentials: - Proficiency in Excel is crucial - Deep understanding of 4 color conditional formatting, specifically with numerical data - Experience with setting color-coding based on specific values I'm looking for an expert who can swiftly and accurately apply this formatting to a substantial amount of data. Thanks for considering bidding on this project.

I HAVE A WORD DOCUMENT THAT FEEDS VIA AN EXCEL SHEET VIA A COMPLEX VBA .. I need the following to addede: Split of Clients for Buys, Sells, Buy/Sell Spreads, Brokerage, Management Costs Currently, the Excel only allows the input of trades for one client, however, we’d like to have this broken up to at least 3 clients (I remarked client and partner in the meeting, however, we have some clients who have an account each, plus a joint-account).

I find myself in need of a skilled freelancer to restore my suspended Google Business account. My account was suspended due to exceeding the storage limit, and I have been unable to fix this issue myself. The professional perfect for this job should excel in: - Google Business account restoration - Dealing with suspension issues, specifically exceeding storage limit - Providing tips and guidelines on how to avoid future suspensions due to storage issues The task includes confirming the suspension reason, working towards resolving it, and ensuring resumption of the account. Knowledge on dealing with Google's support system would be highly advantageous. Looking forward to working with you.

I need a freelancer to help me type text from digital files to an Excel spreadsheet. - The data you will be typing is textual in nature, with the content coming from digital files. The final output should be an organized and error-free Excel spreadsheet. - Attention to detail is crucial. The ideal candidate for this job will have experience with data entry, exceptional typing speed and accuracy, and a track record of working efficiently with digital text and Excel. Please be sure to include any relevant experience and your estimated timeframe for completing this task.

I'm looking for a skilled developer to add a small module to my existing app built with PHP. The main functionality of the module will be user registration, excel upload, and assigning packages. Key Requirements: - Develop a user registration system: The module should collect the following user information: Name, Email address, Phone number, password, course, batch. - Implement an excel upload feature: Users should be able to upload excel files select of course and batch - Enable package assignment: The module should allow for the assignment of packages to users. while user registration or excel upload Ideal Skills and Experience: - Proficient in PHP: As the app is built on this platform, a st...

...for a skilled developer who can create an advanced chatbot for my PHP-based CRM. The key aspects of this project include: - Chatbot for Customer Support: The primary function of this chatbot will be to handle customer inquiries and provide advanced problem-solving support. - Integration with PHP CRM: The chatbot needs to seamlessly integrate with my current CRM system. - GPT AI: The preferred technology for the chatbot is GPT-based AI. - Customization: I would like the chatbot to be fully customizable and easy to program for future updates and modifications. Ideal Skills: - Proficient in PHP, GPT AI, and CRM integrations - Experience in developing advanced chatbots for customer support - Ability to...

I have bank statements from Bank A that I need converted into an Excel spreadsheet. The specific transactions you'll be dealing with are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: both deposits and withdrawals. - Once this data is entered into the spreadsheet, I need you to sort it by transaction type. This role requires expertise in Excel and a keen eye for detail is essential, as the integrity of the data will be paramount. Knowledge about financial transactions, specifically deposits and withdrawals, will be useful. A background in bookkeeping or accounting will also be a plus.

...am in need of a dedicated software engineer who is proficient in Odoo and Python to help me build a robust CRM system. The project calls for a quick turnaround - I need it to be completed ASAP. Key Features: - Sales Pipeline Management: The system should help me track my sales process from lead generation to conversion. - Customer Interaction Tracking: I want to record all interactions with my customers, including emails, calls, and meetings. - Integrated Email Marketing: The CRM should have seamless integration with my email marketing tools so I can easily communicate with my customers. - Scheduling: I need the system to have scheduling capabilities to help me manage my time effectively. ...