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    2,000 microsoft crm invoice gst jobs found, pricing in USD
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    I'm in need of a skilled professional for a customization of the Akinsoft ERP script with specific functionalities related to Inventory Management, Sales, and CRM. Key Requirements: - Customization of the Akinsoft ERP script - Functionality for effective Inventory Management - Functionality for efficient Sales and Customer Relationship Management Ideal Skills: - Proven experience with Akinsoft ERP - Proficiency in SQL Server - Understanding of business process and ERP systems Please note, there is no need to integrate with any other systems or platforms. Also, the design of the user interface is up for discussion since the previous question was skipped.

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    I own a CRM web application that needs an experienced HTML Bootstrap 5 designer to rebuild the admin panel. The project should be completed in 15 days. Here are some key points about the job: - The primary goal is to design an admin panel that exactly replicates the forms in our web application. I look forward to seeing what you can bring to our project!

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    I'm looking for an expert who can review and evaluate the Mysql database design of a Customer Relationship Management (CRM) enterprise application. - Anticipated users: The application will be simultaneously used by over 500 users. - Stored data: The primary data to be stored are client contact information, purchase transaction records, and employee records. Ideal Skills and Experience: - Proficiency in MySQL database design - Prior experience in designing CRM systems or enterprise applications. - Understanding of usage and data scaling for large number of users. - Familiarity with handling client contact, purchase transaction, and employee records data. Your contribution will be key to ensure that our database system is optimized for handling substantial amounts o...

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    ...need of assistance with the Microsoft D365 FO AX project. My primary areas of need are: - Training and Support: I'm struggling with some technical aspects of the system that need to be resolved. An expert who possesses a deep understanding of D365 FO AX and can provide technical support would be ideal for this task. - Troubleshooting: In addition to the training, I need support to help troubleshoot technical issues, particularly in the area of integration and imports. - Integration and Imports: I specifically need help with importing data from external sources. The capability to import data from third-party sources through D365 FO services is vital. Ideal candidates for this project should be well-acquainted with the functionality and technical aspects of Microsoft...

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    I'm in need of an accountant who is not only reliable and skilled, but also affordable as I'm on a tight budget. New Comers are welcome. Due is Next Two Days i.e. Friday 11AM IST The main task for this position is bookkeeping using Microsoft Excel for expense tracking. Experience in this field is preferable, especially those who are well-versed in maintaining and organizing spreadsheets, data input and analysis. Newcomers are welcome to pitch their abilities, showcase their Excel expertise and how they can assist in expense tracking efficiently. This job might be a stepping stone for a long term professional relationship for the suitable candidate.

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    As a Windows user, I'm in need of an experienced Microsoft Outlook specialist who can take full advantage of the software's functionalities to suit multiple businesses. Key tasks include: • Assisting in optimizing email management. • Setting-up shared calendars across various businesses. • Streamlining task management and contact organization. The ideal candidate should have a solid grasp of Outlook's functionalities, and preferably, prior experience in a multi-business setting. This project requires excellent troubleshooting skills and the ability to adapt to various business needs providing efficient configuration settings.

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    I'm seeking a Microsoft Dynamic 365 Business Central expert who can convert my existing PDF financial and sales reports into Excel format. Your work should also set up a system that automatically emails these Excel reports on a daily basis to me. Being proficient in Microsoft Dynamic 365 Business Central and Excel is vital. Experience in Email distribution automation is crucial. It is also salient that you maintain accuracy when transferring data from PDF to Excel and ensure confidentiality of my company's financial and sales data.

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    I need an expert in Social Media Integration who can transform my existing sign-up form into a comprehensive social signup system. The ideal candidate should have proficiency and experience in integrating multiple social media platforms, specifically: - Facebook - Google - Microsoft - Apple The aim is to implement a seamless Single Sign-on (SSO) feature, enabling users to register using their social media accounts. This will improve user experience, increase registration rate, and streamline the login process. Your mission is to create a reliable, secure, and user-friendly social signup system. See PPT -------------------------- IMPORTANT: Your development must resist current software updates ( if software is auto-updated be sure that your solution will not be wiped/deleted)

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    We are seeking an experienced professional who can convert an existing, in-use Access database to Xojo. Primary Database Functions: - The Access database is primarily used for Customer Relationship Management and Job Management and Scheduling. - This involves data entry, storage, retrieval, add/change/delete functionalities, raising of documents, scheduling an...High proficiency in MS Access and Xojo software. - Problem-solving skills to deal with the inevitable technical difficulties which arise when migrating from one system to another. - Proven competency in testing, parallel running, beta-testing and bug-fixing. - A highly professional approach to specifcation, quotation, time-management and communication. Desirable candidate experience: - CRM and Job Management ...

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    We are looking for a Perfex expert to write a module and customize it for Real Estate business

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    As a business with a medium-sized data entry project ready to be tackled, we're looking for a highly skilled team of 4-5 data entry professionals. Our database contains 1000-5000 fully structured entries, and we ask that your team excels in handling tasks with an outstanding level of attention to detail. You'll be taking data and placing it into our strategic custom CRM - Each entry will take about 8-10 minutes and we need multiple data entry people. DO NOT apply if you do not have a team, and in your first sentence - say I HAVE A TEAM. Specific skills and experience required: - Proficient in Google Sheets (database is held and worked on this platform) - Excellent Accuracy and Attention to detail - Experience with handling fully structured data - Proven ability to manag...

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    I need an experienced Excel and VBA specialist to assist with a project that involves data cleaning and generating reports from a CSV file. This file contains dates and times against power usage for apartments and needs to be processed in Microsoft Excel. The job tasks include: - Fixing inconsistent data entries in the CSV file - Extracting time of usage for each apartment - Creating a repeatable VBA script for future use Ideal freelancers will have strong experience in: - Microsoft Excel for managing and manipulating CSV files - VBA for creating automated tasks related to data cleaning and report generation Your help will save me time and effort in terms of managing this CSV file and creating valuable reports in the future. Successful completion of this project could lea...

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    I'm in need of an expert to design a simple, single-level task scheduling program plan on Microsoft Project. The objective of the plan is to provide a general overview of the tasks in a timely and efficient execution. There is an exceel sheet containing all the items (15 items) with the start an end date for each item.

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    ...some issues with our candidate data stored in our CRM system. We have specifically identified two main problems: - Duplicate entries: Our CRM appears to contain multiple records for the same candidates. This issue can often lead to inconvenient situations including duplicate communication, customer service mishaps, and confused reporting. - Incomplete profiles: Many of our customer records seem to have missing information, making it difficult for our team to conduct targeted marketing or properly service these candidates. We need a professional with: 1. Outstanding data cleansing skills: To help us rectify these issues and ensure that our CRM data is reliable and efficient to use. 2. Experience handling CRM systems: Your familiarity with CRM syste...

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    Here is the outline: Introduction to Microsoft Purview Brief overview of Microsoft Purview The importance of data governance and compliance in today's digital landscape Core Features of Microsoft Purview Unified Data Governance: Explanation of how Purview integrates various data governance services across Microsoft platforms. Compliance Management: Overview of compliance tools and capabilities within Purview, such as compliance scoring and policy management. Data Protection: Discuss Purview’s data protection features, including data loss prevention (DLP), sensitive data discovery, and classification. Insider Risk Management: Explanation of tools to detect and mitigate risks from within the organization. Adaptive Protection: Introduce the concept o...

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    ...expert, well-versed with Visio 2019, to implement specific geometric shapes, namely Circle, Triangle and Rectangle. * Key Project Deliverables: - Develops a variety of geometric shapes using Visio 2019 - Demonstrates meticulous attention to detail and preciseness - Presents end-results in a professional and efficient manner * Ideal Skills & Experiences: - Comprehensive experience with Microsoft Visio, specifically the 2019 version - Proven expertise in generating Circle, Triangle and Rectangle shapes accurately in Visio - Strong communication skills to ensure an understanding of the project requirements When applying, kindly include your past relevant experiences. This project is not just about developing shapes, it's about making sure that the shapes ...

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    As a busy professional, I'm in need of an assistant who can seamlessly handle Go High Level and Perfx CRMs. My ideal candidate should have an Intermediate skill level in both CRM platforms. Duties will include but are not limited to: - Managing a variety of tasks in the CRM systems - Proactively addressing any issues or challenges that arise - Keeping everything organized and running smoothly Applicants must share examples of their past work, specifically highlighting their experience and proficiency with Go High Level and Perfx CRMs. I'm looking for someone who can hit the ground running, who's reliable, professional, and experienced in these platforms.

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    I have an eBook of over 600 pages that needs to be accurately transcribed into a word document. Almost 215 pages have been already transcribed and should continue to achieve the rest of the document. Requ...(titles, figures, glossary, ...) - All figures and images should be copied and depicted at the proper scale - All formulas must be type in accurately as equation formatting - All parts, sections and titles should be indexed and formatted properly - Font to be used: Sabon font - The document should have a cover page Ideal candidates should have relevant experience with document transcription, Microsoft Word functionality and creating tables of contents, special care should be . Your performance will be measured by the accuracy of the transcription and adherence to formatting ins...

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    I'm looking for an experienced professional skilled in Microsoft Excel to help with spreadsheet formatting and implementing complex functions. Your responsibilities will include: - Implementing sound and effective conditional formatting to enhance the presentation and ease of use of our spreadsheets. - Adjusting cell borders, shading, and a range of font and text formatting to make the data more readable and visually appealing. - Creating customized functions, although specific formulas are not defined yet, a strong understanding of Excel's capacities (like sum and average, vlookup and hlookup or if statements and logical functions) is required. Qualified candidates must have advanced knowledge of Microsoft Excel, experience in data organization and visual enhance...

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    I am seeking a Microsoft Excel expert to enhance the functionality and calculations of an existing test and to add more data. The task specifically involves: - Augmenting the functionality: I would like the Excel test to include summation, average calculations, and percentage calculations. An insightful understanding of these functions is needed. - Incorporating additional data: The tests should be widened to include more data, specifically text data and numeric data. Extreme attention to detail is highly required for this part. Ideal candidates will have substantial experience working with Excel, handling engine functions, and dealing with different data types. Knowledge of mathematical functions, precise data entry, and data analysis will be beneficial. Your expertise and feedb...

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    I am in urgent need of a seasoned mortgage process...urgent need of a seasoned mortgage processor who can expertly handle various related tasks. Your responsibilities would majorly center around: - Document verification - Conducting credit checks - Reviewing loan applications Proficiency in the use of several strategic tools is a must. The ideal candidate should be experienced in: - Loan origination software - Customer relationship management (CRM) software Although specific certifications are not strictly required, I do require someone with rich experience in the mortgage industry. This is non-negotiable as a deep understanding of industry dynamics is crucial to the success of this project. If you have this experience and can confidently fulfill the roles outlined above, do get...

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    ...open to this. Here is a view of the current error... "Sign-in with Azure Active Directory account me@companyB dot com failed, due to a tenant isolation policy for tenant cd75b7dd-4b48-44bd-72e7-e143a22c8mrd. If your use case requires a cross-tenant connection, contact your tenant administrator. Details: Connection owner tenant:" Another option I was thinking of could be finding a way within Microsoft Outlook to simply automate syncing of events from CompanyA to CompanyB by copying the events over using VBA or some Outlook add in, but I am open to any and all workable solutions. Also Company A has limited access to the Google Calendar connector as well. This was a working solution in Power Automate a year ago as well, but they limit the use to Google Calendar connecto...

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    I need assistance in optimizing my LinkedIn Sales Navigator tool to help drive my marketing objectives. The aim is to boost my company’s visibility, generate high-quality leads, increase sales conversions and help find a suitable Sales Manager. The prospective freelancer should be: - Proficient in lead generation tactics on LinkedIn Sales Navigator. - Familiar with LinkedIn's CRM integration process. - Experienced in applying advanced search filters to narrow down potential leads. Notably, the focus will be on the marketing sector. Therefore, experience or background knowledge of this industry will be highly beneficial. Let's connect and discuss strategies, I am eager to kickstart the project as soon as possible.

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    I'm currently requiring a knowledgeable Microsoft Visio 2019 expert who can design a comprehensive organizational chart. The organizational chart should comprise: - Clear, direct structure outlining relevant job titles - Condensed descriptions detailing each job's responsibilities Your understanding of enterprise hierarchies must be proficient, as I need someone capable of designing an intuitive, informative chart. Solid experience in designing organizational charts using Microsoft Visio 2019 is a must.

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    I am looking for a Microsoft Work expert to edit and design some word docs and write some content in it.

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    I'm searching for an expert specializing in Microsoft Visio to create a comprehensive organization chart. The chart should: - Showcase a department-level hierarchy. - Incorporate customizable design elements to convey a unique touch. - Include specific information fields such as 'Employee Name and Title' and 'Roles and Responsibilities'. Ideally, candidates should have a rich experience in Visio with a keen eye for details and hinge on creativity for design part. Your understanding of corporate hierarchy structure will be an asset to render the department level details impeccably.

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    Key Tasks to be completed using existing Wave accounting app: - Audit existing accounting/bookkeeping (2019 & up) - Current Year End bookkeeping reconciliations and tax returns (Corporate, GST/HST) - Examining the financial statements/returns to ensure accuracy and compliance with laws and regulations - Identifying inefficiencies or areas of needed improvement, and recommending solutions

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    Data Collection Excel Project I am looking for a freelancer who can help me with a data collection project. The project requirements are as follows: Type of data to be collected: - Sales data Source of the data: - Public records Organization of the data in the excel sheet: - By date Ideal Skills and Experience: - Proficiency in data collection and organization using Microsoft Excel - Strong attention to detail and accuracy in data entry - Familiarity with public records and their sources - Ability to work efficiently and meet project deadlines If you have previous experience in similar data collection projects and possess the necessary skills, please submit your proposal.

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    This project centers around the customization of my office's Salesforce CRM. As an experienced freelancer, your primary task will involve: - Customizing our CRM to better fit our company's specific needs The main goal of this project is to enhance our office operations. Prior proficiency with Salesforce CRM is highly desirable. Familiarity with data analysis, report writing, and graphic design will also be advantageous. Your insights and technical skills can play a vital role in the success of our project. Let's enhance our brand visibility together!

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    I need assistance with data collection from online databases, primarily working with customer data. This role involves gathering and organizing necessary information into a structured and usable format, and will require: - Proficiency in browsing different online databa...and organizing necessary information into a structured and usable format, and will require: - Proficiency in browsing different online databases with a keen eye for detail - Expertise in organizing large sets of customer data - Verification skills to ensure data accuracy - Excellent understanding of data privacy standards Experience in similar projects will be highly appreciated. Knowledge of CRM systems will be a bonus, but is not mandatory. A successful partnership on this project could lead to long-term coll...

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    I'm starting a new enterprise that focuses on delivering podcasts based on the .NET framework. I'm seeking skilled freelancers who can set up and configure all the necessary technical aspects of it. Key requirements involve: - Setting up podcast recording, editing, and publishing, utilizing your deep technical knowledge. - Having a solid understanding of...Strong technical skills in .NET and experience with podcast set-up and configurations. - Proven track record in working on similar projects. - Great communication skills to handle any technical challenges that might pop up. - Ability to create Native Android and IOS APPs, including membership, subscription and payment systems. You can use dotnet-podcasts as a starting point:

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    For my upcoming e-co...deliveries * Email notifications regarding delivery updates * Regular updates on delivery status - Incorporate an employee delivery tracking system that features: * GPS tracking to monitor employees' delivery routes * Proof of delivery for accountability and record-keeping * Delivery route optimization to ensure efficient operations - Set up a complete invoicing package that offers: * Customizable invoice templates to match my branding * Automated invoicing for streamlined billing process * Payment tracking to keep up with income and unpaid invoices Ideal candidates should show proficiency in WordPress and e-commerce setups, with a strong background in implementing tracking systems, preferably in a delivery context. Familiarity with invoicing solutions i...

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    I'm seeking a highly experienced sales professional to present and sell my customisable Business Management System (BMS) that features CRM integration. Your role will involve selling this system to small, medium and large-sized businesses. Proven experience in technology sales, especially BMS, will be critical to your success. Key Requirements: - Proven sales experience with technology products - Excellent understanding of BMS and CRM systems - Outstanding ability to tailor product demonstrations for different business sizes - Most importantly, the talent to leverage the customizability of our BMS as an advantage to potential customers. It is commission based with no salary, the more sales the higher the commission, commission percentage will be discussed. Acceler...

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    Currently use an Invoice / Quoting Web Based App called FusionInvoice I am wanting to get an Invoice / Quoting Application built on asp.net with MS SQL Database and using SSRS for the Reports like Invoices etc. Their are some items in Fusion Invoice I don't need and other items that want to get added. I can provide further information as well as Layouts for Quote / Invoicing Templates Depends on the project for Stage 1 I would like to add further items like Inventory, Purchase Orders etc. Happy to provide further information

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    I am looking for a freelancer proficient in Excel who can efficiently handle data entry tasks. These tasks involve inserting text, numbers, and dates into Excel tables for a set of up to five tables. Each table will feature six columns and a variable number of rows. Ideal Skills and Experience: - Proficiency in Microsoft Excel - Experience in data entry - High attention to detail - Familiarity with text, numerical, and date-focused data - Ability to work within specific formats and structures. Your role is critical in ensuring these tables are filled accurately and promptly. Clear communication and commitment to the deadline are also imperative in this project.

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    I require an expert in Microsoft Project to develop a detailed project plan for an industrial event for professionals. This also involves designing a Gantt Chart for the same. Key tasks include: - Creating a comprehensive project plan based on a case - Developing the corresponding Gantt chart This project is urgent, the deliverable is expected within a day. The ideal bidder must possess: - Strong Microsoft Project skills - Experience in planning industrial/professional events Demonstrated experience in rapid project planning will be an asset. Case details will be shared.

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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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    I'm looking for a solution that will automatically save email attachments from Outlook using power automate to a specific folder ("email attachments") in OneDrive, while also ensuring that these saved attachments (PDFs, Word or Excel files) can be opened without a hitch once saved. The ideal candidate for this job should: - Be proficient with Microsoft power automate, Outlook and OneDrive. - Have experience with automating tasks related to email and cloud storage. - Understand and remedy potential issues related to file accessibility after storage. Your role will involve: - Creating a streamlined process or application to automate the saving of email attachments to OneDrive. - Ensuring the saved files remain accessible and openable. - Testing the process to ensure...

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    ...convert an Excel file into a Google Sheets document. The main objective is to facilitate data sharing with colleagues and partners efficiently, hence the need for the conversion. Key Responsibilities: - Convert Excel files to Google Sheets without changing the data structure - Ensure data integrity during the conversion process The ideal candidate for this task should have: - Proficiency in Microsoft Excel and Google Sheets - Experience with data management and conversion - Great attention to details ensuring no data loss or distortion occurs during the conversion No need to worry about macros, as there are none in the original Excel file. This should be a straightforward conversion task. Please only apply if you are confident in your skills and ability to deliver a clean, e...

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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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    I'm looking for someone to work on a curriculum document for a school. Specifically, there's a need for: - Bolding texts appropriately to highlight key points - Adjusting and aligning tables - Establishing bullet points for lists The document needs to be completed no later than 8AM Kyrgyzstan time on Wednesday the 3rd of April. Ideally, freelancers for this job would have experience with Microsoft Word, demonstrate close attention to detail, and have a background in formatting.

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    I'm looking for someone to work on a curriculum document for a school. Specifically, there's a need for: - Bolding texts appropriately to highlight key points - Adjusting and aligning tables - Establishing bullet points for lists to break down information into simpler parts. ...someone to work on a curriculum document for a school. Specifically, there's a need for: - Bolding texts appropriately to highlight key points - Adjusting and aligning tables - Establishing bullet points for lists to break down information into simpler parts. The task requires quick action, as the project needs an ASAP turnaround. Ideally, freelancers for this job would have experience with Microsoft Word, demonstrate close attention to detail, and have a background in academic or curricu...

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    I require an experienced data entry specialist with proficiency in Microsoft Excel to assist me. The tasks involve: - Inputting and organizing relatively small amounts of data (less than 100 rows) - Analyzing data and generating reports Ideally, the freelancer should be familiar with Excel formulas and macros. Good data interpretation skills and attention to detail are needed to accurately analyze and reports the results. A capacity for hard work is also appreciated, as I am dedicated to this work and will need someone who can keep up.

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    I need a professional to create an interactive PDF that serves as a company profile. This profile should include: - High quality text and images that effectively communicate our brand. Your ability to craft compelling descriptions and choose engaging images will be integral to this project. - S...history of my company, services or products offered, and a team introduction. You'll work with us closely to ensure these sections accurately represent our business. - A layout that's easy to navigate, with skillful use of interactive elements. You should have experience in creating interactive PDFs, a knack for brand storytelling, and a keen eye for design. Experience in Adobe Acrobat DC, Microsoft Word, or similar programs is a plus. Understanding of our industry will help si...

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    I'm looking for an expert to develop an integration with Gold-vision API from as a web application. The important features to be included are: - Posting of new web customer registration details to Gold-vision API - Posting of new web order details to related customer to Gold-vision API Candidates for this project should have precise experience in Gold-vision API systems development, and how to post data to Gold-vision API from an online web application. The web site will POST the data to the online application you develop which will then post the data on to the Gold-vision API. PLEASE DO NOT respond to this project if you do not have experience with Gold-vision API

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    I require an expert in Quick Base to help with several data-related tasks. Key tasks will include: - Importing data from multiple DBF files. This is a one time job and the data is coming from a former, non-functional CRM. - Creating custom reports on Quick Base post data import. - Implementing a texting automation feature. Ideal candidates should have experience with Quick Base, specifically familiar with its data import functionalities and custom report generation processes. An added advantage would be a sound understanding of DBF files.

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    I urgently require a HubSpot expert to integrate our existing marketing automation with the HubSpot CRM. Task: mapping the contact out from pipedrive Mapping the leads set email sequence and copy all our email templates from pipedrive integrate with 3cx phone system finish migrating from pipedrive I am only availble on Saturday after 10:30 am Sydney time

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    ...seeking a capable developer to create an AI bot that will track three major social media platforms: Facebook, Instagram, and Twitter. I require this bot to look for specific keywords, which will vary case by case. I'll provide the keywords in a detailed list. I would like this Bot to work with GoHighLevel. Which is the platform I use for my CRM and websites. The purpose of the AI bot is to follow my customers' channels and tag the customers profile in my CRM upon identifying the keywords. The keywords can be modified. The social media tracking should be done on either an interval i choose like once a day, or as soon as a customer posts something it scans it. This project should be completed as soon as possible. I am interested in diligent, efficient work. Id...

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