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    ...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, budget, ongoing/maintenance cost, training on system, rework/bug fixes. -Modules: I require the following modules to be incorporated: Sales and CRM, Accounting and Finance, Inventory and Warehouse Management, Project, Timesheets, Social Marketing, Customer portal, Documents, and Contracts -Design: I envision a clean and modern UI design for the community. The interface should be user-friendly, intuitive, and visually pleasing. -Customer Portal Integration: The customer portal must be smoothly integrated with the main website. ...

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    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 to build a sleek and functional business ...

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    ...notifications * User Management * Integrate with Azure Active Directory for user authentication and authorization * Manage user roles and permissions Cloud Component: Prep Material Service * Prep Material Generation * Generate prep material for calendar events and appointments * Use Azure Cognitive Services for NLP and machine learning * Integration * Integrate with Dynamics CRM, Power BI, and SharePoint * Retrieve relevant data and insights * Prep Material Delivery * Deliver prep material to users * Use Azure Storage or Microsoft SQL Server for storage Cloud Component: Notification Service * Notification Processing * Process notifications for calendar events and appointments * Extract relevant information (e.g., attendees, location, time) ...

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    We are in search of a proficient E...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 adaptability and the ability to learn on-the-fly will be crucial. Flexibility, strong operational skills, and excellent communication form the ideal skill set for this role. We will provide adequate training and are looking for someone hungry to succeed in ...

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    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 demonstrate both their technical skills and ability to deliv...

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    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

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    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 & Analytics - [ ] Kitchen Managem...

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    Python Developer for CRM SaaS 6 days left
    VERIFIED

    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.

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    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 integration of the modu...

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    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're up for the task, I’d love to...

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    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.

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    This quotation covers the creation and implementation of a Zapier workflow to automatically import data from CSV files received via email into HubSpot, creating and updating contacts and deals as specified

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

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    We are looking to hire a Botpress expert for a few days of work. You will help us create a couple bots as well as connect our WhatsApp API. I am on Tokyo time and am posting this at 10:00pm now. Tomorrow at 7:00am, I will hire for this job, and you must help us connect the WhatsApp API in a meeting at 9:00am. You will only be paid the time you are in meetings my team and I. This job is $15 per hour and you will be joining us for 4 hours while we connect WhatsApp API, test some integrations, and work on the first chatbot together. You must be available to be awarded this project tomorrow at 7:00am-9:00am Tokyo time. You must be very familiar with Botpress. I will also hire you to automate our payments via Gravity Forms & Brevo. I do not answer AI responses, so please make your respo...

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    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, personalized customer interactions, ...

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    ...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, 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...

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    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...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 - Experience with Salesforce Please include samples of your previous e-commerce ...

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    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 aspect of this proj...

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    I'm in need of a competent virtual assistant for my growin...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 sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...

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    We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Auto...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. - Past experience with Zoho CRM...

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    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 proven ability to meet deadlines will be given p...

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    ...collaboration: ✓ Level 3: No have a meeting & no ensuring the KPIs index above • Condition to ATM payment ✓ Must record calling note all emails/messages in Hubspot ✓ Should only follow our training Q&A ✓ Never use private number to contact customers Guidance effectively working from ATM for Sales Rep • Allocate timeslot for 1 hour working with activities below: ✓ Step 1: Check data contact on the Hubspot system around 1 minute ✓ Step 2: Calling customer around 1 - 4 minutes ✓ Step 3: Note in Hubspot system following guidance ATM around 1 minute • Following materials from ATM provide to effectively approach customer ✓ The scripts ✓ The Guidance to using Hubspot and WhatsApp Project Details Background of ATM Company • 34 years manufa...

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    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 finance management within software. - Proficiency in integrating payment ...

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    ...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 management software - Customer relationship management (CRM) software If you possess the above skills and have previous experience with these integrations, please place your bid. Thanks! — — — — — UPDATES: We pre-purchased Spocket, DSers, and Zendrop. We want to use a pre-built theme so we can manage everything ourselves. We like the Enterprise theme, but we're open to suggestions...

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    I'm looking for a professional to help migrate our Hubspot data to Microsoft Dynamics 365 Sales. Key Requirements: - Migrate Contacts, Companies, Tasks, Activities, Deals, and Calls from Hubspot to Microsoft Dynamics 365 Sales. - Create custom data fields or entities in Microsoft Dynamics 365 Sales as required to accommodate the Hubspot data. - The Hubspot database contains 10,000 contacts. Ideal Candidate: - Prior experience with data migration from Hubspot to Microsoft Dynamics 365. - Proficient with data migration tools and processes. - Familiar with creating custom data fields and entities in Microsoft Dynamics 365 Sales. - Attention to detail to ensure accurate data transfer. Please only respond if you have experience and can guarantee a smoo...

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    ...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 managing client accounts, ensuring their needs are properly addressed and solutions are promptly provided. -The candidate must be able to effectively communicate with clients and resolve is...

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    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?

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    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 adv...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 integrating Twilio with CRM platforms. - Excellent communicat...

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    ...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 various marketing strategies and the ability to leverage them effectively to drive sales. - Exceptional neg...

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    ...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 potential clients - Strong negotia...

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    ...development, centered around improving my workflow and data comprehension. Key Tasks: - Setting up MS Outlook for effective email management. - Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skills in website development and design. - Familiarity with Google Form creation. - Understanding of email campaign analytics. - Experience in performing sentiment analysis in...

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    ...business operations and processes. The ideal candidate will be proficient in a variety of software and technologies, and have prior experience with CRM systems, email management and web development. Key Tasks: - Setting up Outlook & email management - Automating tasks with Zapier - Integrating CRM system - Developing an e-commerce website with specific features including: * User registration and login * Social media integration * Contact form * Image gallery * E-commerce capabilities - Creating a Google Form - Analyzing data with analytics - Performing sentiment analysis Desired Skills: - Strong proficiency in Outlook, Zapier, CRM systems, and Google Forms - Experience in e-commerce website development - Knowledge of data analytics and sentiment ana...

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    I'm in need of a competent virtual assistant for my growin...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 sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...

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    Looking to convert a Symfo PHP CRM into a multi tenant SAAS system to onboard multiple clients at single instalation with subscription plans and billing. Demo of the CRM at More details on the requirements and onboard flow is aa follow 1. Create a landing page to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other. Single database multi tenant also can be done if less efforts. 5. Subscription packages based on per user billing and features

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    About Us ------------------------------------------------------ Our startup has 2 products - a lead management and a chat-based CRM platform and we are looking for a part-time software tester to help us achieve our software quality goals. Part-Time Tester ------------------------------------------------------ We are looking for a software tester to assess software quality through manual and automated testing for both our products. You will be responsible for finding and reporting bugs and glitches for our development team to fix. The role will be entirely remote, giving you the flexibility of working from home. Candidate’s Experience ------------------------------------------------------ The candidate will need to have at least 1 year experience designing, developin...

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    appointment setter -- 2 5 days left
    VERIFIED

    ...Appointment Setter Industry: Finance Target Audience: Yes, specific demographic/industry Primary Goal: This question was skipped Skills and Experience Required: - Experience in appointment setting within the insurance industry - Strong communication and persuasion skills - Knowledge of insurance products and services - Ability to identify and target the specific demographic/industry - Proficiency in CRM software and lead generation tools - Proven track record of successful sales meetings or product demonstrations - Attention to detail and ability to handle general inquiries efficiently Project Description: We are seeking an experienced appointment setter to join our team. As a Finance company, our primary goal is to schedule sales meetings and product demonstrations wit...

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    I'm ...first. Promo Standards - Order Status 2.0.0 Here is the M2 site - nvspromo.com. You cannot place orders on but Yes, the customer orders on nvspromo.com. Orders are accessed when a client logs into their user account - it is connected to our Zoho CRM and they can see their order history. Those Orders however, do not have any sort of Order Status connected to them. We will need to add the Order Status from our CRM onto the Magento Orders. Ideal candidates should have significant experience in creating custom endpoints and a strong background in API documentation and Magento. A clear understanding of different API documentation styles is advantageous. Please highlight your relevant skills and experience in your bid.

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    I am in need of a proficient web developer who can tweak my personal business website. Here are my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightf...my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightforward and accessible. The target audience of this website is our existing clients, hence it is crucial for the freelancer to have a concrete understanding of user experience, ensuring that every feature implemented is user-oriented and effective in retention. Experience in CRM integration and web design is essential. Your main task would be to maximize user interaction while ensuring website efficiency, assisting us in enhancing client rela...

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    I'm looking for a Pipedrive expert who can assist in streamlining our lead management processes. This is pivotal to improving efficiency and efficacy in our sales team's operations. Key Responsibilities: - Customizing Pipedrive to suit ...implementing complex workflows within Pipedrive - Integrating Pipedrive with other tools to ensure seamless data flow and productivity Ideal Skills and Experience: - Proven experience in implementing Pipedrive for sales teams - Deep understanding of sales processes and lead management - Ability to create and implement complex workflows - Experience in integrating Pipedrive with other tools, such as CRM or marketing automation tools This is a critical project for us, and we're looking for someone who can help us leverage Pipedrive ...

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    I am in need of a custom CRM system tailored for my mechanic shop. - Customer Management: The CRM should be adept in managing customer information, including tracking customer service history and sending automated service reminders. - Appointment Management: A sophisticated calendar system with drag-and-drop functionality is crucial for effective scheduling. It should also have the capability to send automated email reminders and allow for easy rescheduling of appointments. I am looking for a freelancer who has experience in developing CRM systems, particularly for the service industry. A solid understanding of customer relationship management, appointment scheduling, and email automation is essential. Experience in working with mechanic shops or similar businesses...

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    I'm in need of a skilled developer or team, capable of creating a multifunctional AI system for a new solar energy business ...ensure cloud-based, anywhere access. Finally, the AI system needs to have integration capabilities, allowing seamless connection with existing software in the business environment: - CRM systems: To provide comprehensive visibility into customer engagement. - Energy monitoring systems: Need to integrate data for the most accurate results. - Billing systems: To streamline financial processes. Ideal freelancers would have previous experience in AI software development, with knowledge of predictive analytics, and a strong understanding of energy management and the solar industry. Familiarity with CRM, billing, and energy monitoring systems ...

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    I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

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    ...service delivery. - **Work Order Management**: Maintain a clear overview of tasks assigned, completed, and pending. System Integration: - **CRM**: seamless integration with our Customer Relationship Management system, ensuring smooth communication. - **ERP**: Inclusion of Enterprise Resource Planning will streamline the overall management of resources and services. - **Inventory Management**: Incorporating Inventory management systems will enhance our ability to track and supply necessary resources. Ideal candidates should have experience with: - Developing Field Service Management Systems - Working with large numbers of users - Integrating systems like CRM, ERP, Inventory Management and Accounting Systems The successful freelancer will be able to provide a comprehensi...

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    I'm looking for a Korean speaking telemarketer who can help me in qualifying lead...this solution. Key tasks for this project include: - Making outbound calls to potential leads - Qualifying these leads based on their interest and requirements in cloud computing - Documenting these calls and the results in a CRM platform - Providing regular updates on qualified leads via phone calls The ideal freelancer for this project should have: - Prior experience in telemarketing, particularly in the IT solutions sector - A good understanding of cloud computing services / ITSM - Excellent communication and interpersonal skills - Proficiency in using CRM platforms for lead management Looking forward to receiving bids from freelancers with a proven track record in telemarke...

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    I am in need of a customer relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, and lead management - Strong c...

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    I made a wordpress custom theme. Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will know how to update someth...

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    I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.

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    I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship managemen...cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and possibly automate our processes for b...

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    I'm seeking an experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website is available in the customer data. ...

    $106 (Avg Bid)
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