Mortgage broker dynamics crm jobs

I'm in need of a Business Development Manager (BDM) who can help drive sales and business growth across various sectors. The ide...business opportunities by understanding market trends Key Objectives: - Increasing sales - Expanding client base - Building strategic partnerships Target Markets: - Local - National - International Skills & Experience: - Proven work experience as a Business Development Manager, Sales Executive or relevant role - Demonstrable track record of meeting and exceeding sales targets - Proficiency in CRM software and MS Office Suite - Excellent communication and negotiation skills - Ability to build rapport with clients - MBA or equivalent in Business Administration, Marketing or related field. **This is a commission-based position with unlimited e...

...CFO), IT Professionals - Geographical Focus: Europe The ideal candidate should have: - Strong experience in B2B lead generation, particularly in the technology sector. - Excellent communication and negotiation skills to interact with decision makers. - Profound understanding of the European market and its nuances. - Proven track record of delivering high-quality, verified leads. - Familiarity with CRM tools and other lead generation software. Your task will involve: - Conducting research to identify potential leads. - Engaging with decision makers and IT professionals to qualify these leads. - Providing detailed and accurate company information with each lead generated. - Ensuring the leads are geographically centered around Europe. I am looking for someone who can deliver qua...

...CFO), IT Professionals - Geographical Focus: Europe The ideal candidate should have: - Strong experience in B2B lead generation, particularly in the technology sector. - Excellent communication and negotiation skills to interact with decision makers. - Profound understanding of the European market and its nuances. - Proven track record of delivering high-quality, verified leads. - Familiarity with CRM tools and other lead generation software. Your task will involve: - Conducting research to identify potential leads. - Engaging with decision makers and IT professionals to qualify these leads. - Providing detailed and accurate company information with each lead generated. - Ensuring the leads are geographically centered around Europe. I am looking for someone who can deliver qua...

...should be available at a rate of $5 per hour. The task at hand specifically involves the customization of existing modules to better suit the setup and starting business operations needs of Odoo. Particularly: - The principal focus is on having meetings to help us understand Odoo, setup to customize it to a particular workflow, help customizing the system with our workflow, Help Desk. Sales and CRM module, which needs modification. - Help making a customized Odoo Studio app that involves a form and integrating the submission of the data in that form to go to spreadsheets and also send that submission to a 3rd party website - Setup a series of team automated reminders and alerts that pertain to the status of a customer until customer is marked to be at a perticular stage in

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...* * -Course recommendation: Recommend suitable Chinese courses for users in different countries. -Textbook resources: Provide links to download electronic textbooks, including various languages. -Online test: Provide a Chinese proficiency test to help users assess their learning progress. 4. * * Study Report * * -Release platform: Release the latest Chinese education research report. -Research dynamics: Introduction of ongoing research projects and partner institutions. -Data analysis: Using big data analysis tools to provide deep insight. 5. * * About us * * * -Project introduction: Introduce the background, objectives and research methods of the scientific research project. -Team introduction: Introduce the project team members and partners. -Contact us: provide contact informa...

...relationships with clients. Identify sales opportunities and convert prospects into clients. Meet and exceed established sales targets. Maintain accurate records of all sales activities and potential clients in the CRM. Collaborate with the marketing team to develop effective sales strategies. Requirements: Previous experience in sales, preferably in a commission-based role. Knowledge and passion for digital marketing. Excellent communication skills and ability to make cold calls. Ability to work independently and manage time efficiently. Results-oriented with a strong work ethic. Familiarity with CRM tools and Microsoft Office. Ability to adapt to a remote working environment. Benefits: Competitive commission structure with unlimited earning potential. Flexibility to ...

I'm in need of an expert in Computational Fluid Dynamics (CFD) to assist with the simulation of gas flow in a pipe. The goal of this project is to optimize the fluid flow within the system. Key Requirements: - Conduct CFD simulations on gas flow in a pipe system - Optimize the fluid flow pattern within the pipe - Provide recommendations on enhancing flow efficiency Ideal Skills and Experience: - Proficiency in CFD software (e.g., ANSYS, OpenFOAM, COMSOL) - Strong background in fluid dynamics and pipe flow - Experience with optimizing fluid flow systems - Ability to interpret and communicate simulation results clearly Please note that the simulations are limited to gases only. The ideal freelancer would have a strong understanding of CFD principles and the ability to ...

I'm currently in need of guidance to understand how to navigate through complex office dynamics at the executive level. You will be my mentor to aid in managing conflicts and disputes. Additionally, your help in building strategic relationships and enhancing my networking capabilities will be essential. Here's a brief on what I need help with: - Deciphering office dynamics: As a mentor, provide insights on understanding and manoeuvring around the changing power dynamics in the office. - Managing Conflicts and Disputes: I'm struggling with power struggles at the executive/leadership level. Your expertise in this matter will help resolve the situation effectively. - Building influential relationships: Teach me how to build and managing networks and re...

... Google Ads, Facebook Ads, and other marketing initiatives using GoHighLevel CRM and other tools. Lead generation: Utilize Clay Lead Generator, , and other lead generation tools to identify and nurture potential clients. Project management: Utilize ClickUp to plan, track, and execute projects, ensuring timely delivery and effective communication with clients. Client communication: Manage client relationships, answer questions, address concerns, and ensure projects are delivered to their satisfaction. WordPress development: Manage WordPress projects, including website creation, updates, and plugin development or customization. Tech stack management: Oversee our tech stack, including GoHighLevel CRM, ClickUp, Clay, Twilio, Air AI, , Google Ads, Facebook Ads, and other

I'm in need of a skilled CRM Developer to create a custom CRM system with a variety of functionalities and stringent data security measures. Key Functionalities Needed: - Contact Management: The CRM should be able to store and manage client information, including their contact details. - Sales Pipeline Tracking: It should track and monitor the stages of our sales process, helping us identify areas for improvement and potential bottlenecks. - Customer Support Ticketing: The system should provide a platform for our customer support team to manage and resolve client issues efficiently. - Job Sheet Tracking: I also require functionality to track repair/service jobs for various items like phones, PCs, cars, bikes, ACs, etc. Platform and Device Support: - The CRM...

I'm seeking an experienced developer to create a minimum viable product (MVP) of a rent payment system with a reward component. The project involves building a user app, a landlord app, and an admin portal. Spe...the app - provide a reward system for timely payments The landlord app should include: - functionality for managing rent payments - tools for monitoring the reward system The admin portal must have: - user management features - landlord management capabilities - transaction tracking functionality I'm looking for a developer who is not only skilled in app development, but also understands the dynamics of rent payment systems and reward programs. Experience with both front-end and back-end development is crucial, as well as a strong background in building user-...

I am seeking a skilled software developer to create a rental system CRM application with specific functionalities. Key Features Required: - Customer Management: The application should be capable of managing customer details, their rental history, and other related information. - Inventory Tracking: An efficient inventory tracking system should be in place to monitor the available and rented items in real-time. - Rental Scheduling: The ability to schedule rentals, track them, and send reminders to customers is crucial for this project. Platform Compatibility: The software should be compatible with various platforms including Windows, MacOS, iOS, and Android. Essential Functionalities: - User Authentication: The system should validate the users based on their login credentials. - ...

I recently lost the Amazon buy box less than a week ago due to new listing issues. I've taken the following steps to rectify the situation: - Adjusted pricing - Improved stock levels ...less than a week ago due to new listing issues. I've taken the following steps to rectify the situation: - Adjusted pricing - Improved stock levels However, the buy box is yet to be regained. I need an experienced consultant to help me get it back. Ideal candidates for this project should have: - Proven experience in Amazon buy box recovery and strategies - Strong understanding of pricing dynamics - Adept at inventory management and forecasting - Familiarity with Amazon seller performance metrics This is an urgent project and I'm looking for a freelancer who can deliver re...

...develop a desktop CRM application, mainly focusing on sales tracking, but also incorporating key features for the sales team, customer support, and management. Key Features: - **Sales Tracking**: The primary feature of the CRM, allowing tracking of sales progress, goals, and performance. - **Contact Management**: Necessary for the sales team, enabling efficient management of customers and leads. - **Task Management**: Crucial for organizing sales activities and customer follow-ups. - **Accessibility for Multiple Users**: The system should be designed to accommodate different user roles, with tailored access and functionality for sales, support, and management teams. Ideal Skills & Experience: - Proficiency in desktop application development - A strong background in ...

I need someone well-versed in Zoho CRM and Magento2 to assist me with creating and publishing API endpoints. Key Requirements: - Experience in creating API endpoints in Zoho CRM and Magento2. - Proficiency in publishing these endpoints. The Job: - The primary tasks will revolve around developing API endpoints. - This will involve working with Zoho CRM and Magento2. Data Access: - The endpoints are intended to give access to order and product data. Ideal Candidate: - You should have previous experience with similar integrations. - Knowledge of Zoho CRM and Magento2 is crucial. Please include any relevant samples of your previous work when applying.

As a business in the heavy machinery industry, I'm seeking a skilled digital marketer to ma...primary objective of this campaign is to acquire leads from international customers. Key Project Details: - **Objective**: The main goal is to generate leads. - **Target Audience**: The campaign is intended for international customers. - **Industry**: Heavy Machinery -**Duration**: 5 Month Create campaign reports, weekly & monthly or when needed the camaign shall be incorporated within hubspot crm Ideal Skills and Experience: - Proven experience in lead generation through digital marketing, specifically with a focus on international audience. - High level of Expertise in developing and optimizing Google Ads campaigns. - Familiarity with the heavy machinery industry is a plus,...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

We are looking for a skilled Facebook advertising expert to help boost sales for my business within the local community. Key Details: - Your primary focus will be on designing and implementing advertising campaigns on Facebook. - The goal of these campaigns is to significantly increase sales. - The target audience for these ads will be the local community, so an understanding of local market dynamics is crucial. Skills and Experience: - Proven track record of successful Facebook advertising campaigns, particularly those aimed at boosting sales. - Solid understanding of the local market and how to effectively target and engage the local community. - Creative mindset for developing compelling ad content. - Strong analytical skills to assess and optimize campaign performance.

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I'm seeking a lead generation expert with experience in the pharmaceutical, chemical, healthcare, API and nutraceutical industries. The primary goal of the project is to generate new business opportunities through phone-based outreach. Key Responsibilities: - Conducting market research to identify potential clients within the spec...Proven experience in B2B lead generation, specifically within the pharmaceutical, chemical, healthcare, API & nutraceutical sectors - Excellent communication and interpersonal skills for phone-based outreach - A proactive and results-driven approach to generating new business opportunities - The ability to work independently and as part of a team to achieve lead generation targets Experience with CRM systems and email marketing tools would be ...

I'm on the hunt for an ingenious advertising professional clear about the dynamics of the TikTok platform. The primary goal is to boost my brand's awareness among young adults. As such, the ideal freelancer should have: - Profound knowledge and experience in creating live action TikTok ads - An understanding of young adults behavior on social media - A proven record of increasing brand awareness via effective advertisements - Excellent communication and collaboration skills Ultimately, we're aiming to create an ad that resonates with young adults, ensuring not just views but also brand recognition.

...Business API. The chatbot should have automated responses, user data collection and CRM system integration. I am also open for integrating any Opensource projects or any relevant suggestions Key requirements: - Design and implement a visual flow builder for WhatsApp Business API - Develop the chatbot with Node.js - Implement automated responses and user data collection features - Integrate the chatbot with CRM systems for seamless user data management - Ensure the chatbot is user-friendly and intuitive to use on the WhatsApp platform. Ideal skills: - Proficiency with Node.js and a solid understanding of JavaScript - Experience in building chatbots, specifically for WhatsApp Business API - Prior experience with CRM system integration - Excellent problem-solving ...

I am in need of a Social Media Advertising Specialist who can focus on our Facebook, Instagram, and Twitter accounts, with the primary goal of increasing brand awareness. Key Responsibilities: - Create and manage social media advertising campaigns on Facebook, Ins... and Twitter - Optimize ads for maximum reach and engagement - Monitor ad performance and adjust strategies as needed - Provide regular reports on the effectiveness of the campaigns The primary goal of this project is to increase brand awareness. The ideal candidate should have a proven track record of managing successful social media advertising campaigns and a thorough understanding of the dynamics of Facebook, Instagram, and Twitter. Previous experience in increasing brand awareness through social media advertising ...

I am seeking an experienced Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a spe...

...nts/ - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged, Fees, Sold, Bought positions etc.) for a given account/ institute. We will publish two things: 1) In order to work with us as a broker/ investment what we need at minimum - certification steps 2) APIs for anyone to work with that broker through our APIs Key Responsibilities: - Developing APIs for integrating our system with more than 6 external platforms - Ensuring smooth and seamless data flow Ideal candidates should have: - Proven experience in developing APIs - A good understanding of data integration - Experience working with financial systems/ broker...

I have been doing online business for more than five years. The 2023 revenue is $4.5 millions. I'm on the hunt for a professional high ticket sales closer with an in-depth understanding of the e-commerce industry. I'm launching an online school focusing on teaching ...invest in high-level education. Key Responsibilities: - Convert interested prospects into students - Possess persuasive consulting services skills - Foster relationships with potential clients Ideal Skills and Experience: - In-depth knowledge of the e-commerce industry - Proven track record in high ticket sales - Expertise in consulting sales techniques - Familiarity with online education dynamics If you have a passion for advancing people's entrepreneurial aspirations within the e-commerce spac...

I have a Google document with incomplete data that needs to be corrected. The data includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are require...

I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generation f...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging impo...

...detection () that has a confidence score. I expect you will find a better technique. By applying the following feature techniques: facial expression analysis, gaze analysis, body movement analysis, speech and language processing, social interaction metrics, activity recognition, contextual information integration, and temporal dynamics analysis, all aimed at extracting comprehensive features from human video data to identify autism spectrum disorder. If you have work experience in computer vision, machine, and deep learning, specifically on video datasets, please let me know with a few of your sample works. We can discuss the task details, time, and budget in a virtual meeting. Ideal Skills: - Proficiency in computer vision

I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...

I'm in need of an in-depth market research report on the men's shirt market in India. The report should span the last 5 years and cover the market size, growth rate, and key players. ...overview of the major companies and brands within the market segment. -Gap and Opportunities Focus: - The research should encompass the entirety of India, providing a comprehensive view of the market at a national level. Skills and Experience: - Prior experience in market research, particularly in the fashion or apparel sector, would be highly beneficial. - A strong understanding of Indian market dynamics and consumer trends is key. - The ability to analyze and present complex data in a clear and concise manner is essential. Please include samples of your previous market research repor...

...individuals for health benefits or similar programs is highly desirable. -Excellent communication skills, both verbal and written, with the ability to engage prospects effectively. -Strong empathy and interpersonal skills to build rapport with prospects and earn their trust. -Self-motivated and results-oriented, with the ability to work independently and meet daily call quotas. -Proficiency in using CRM software or other tools for call tracking and data management. Benefits: -Daily and Weekly Bonuses based on production!!! -Competitive compensation based on performance and call volume. -Opportunity to make a meaningful impact by helping low-income individuals access essential healthcare services. -Potential for growth and advancement within the company based on performance. If...

I'm looking for a skilled developer to integrate a Keystrokes Dynamics system into our existing Biometric 2FA application. The main goal is to increase the security of our system. Key Requirements: - Integrate Keystrokes Dynamics with an existing Biometric 2FA application. - Ensure a seamless and user-friendly experience for our customers. - Prioritize security enhancements and compliance with industry regulations. Ideal Skills: - Proficiency in Biometric and 2FA technologies. - Experience with integrating Keystrokes Dynamics into existing systems. - Strong security and compliance background. - Prior work on user-friendly interfaces would be a plus. Please provide examples of similar projects you've worked on and how you would approach this task.

I require a skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email marketing automation - Track record in automating sales t...

I'm looking for a talented screenwriter who can craft an engaging and action-packed...alternate universe. This opens up creative opportunities to explore a different yet coherent world where these characters can interact and engage in battles of epic proportions. Ideal candidates would have: - Proven experience in screenplay writing, especially in the action/adventure and comic book genre. - Strong understanding of the Marvel and Transformers universe, including their character dynamics and lore. - Ability to balance comedic and serious tones effectively. - Flexibility and creativity to craft an engaging original version of Spider-Man. If you're up for the challenge of bringing these beloved characters together in an exciting and fresh narrative, this project could be a ...

...in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficiency in building custom applica...

I'm seeking a talented professional to help me grow my Telegram channel. Here are some key details: - **Goal**: My primary aim is to increase the subscriber count of my channel. You will be focusing on developing and executing strategies that directly contribute to this goal. - **Target Audience**: My channel c...combination of paid advertising and cross-promotion with similar channels to help attract more subscribers. - **Skills and Experience**: I'm looking for someone with a proven track record in growing Telegram channels, particularly those targeting niche audiences. Experience with adult content promotion would be a significant advantage. This is an exciting project for a professional who understands the dynamics of Telegram channels and can effectively engage uniq...

I'm curr...Responsibilities: - Implement a comprehensive brand awareness strategy for Instagram - Create engaging and relevant content for the target audience - Regularly monitor and analyze the performance of the campaigns - Provide recommendations based on the data for continuous optimization Skills and Experience: - Proven experience in social media marketing, specifically in Instagram - Strong understanding of the dynamics of the platform and its various features - Ability to create compelling and shareable content - Proficiency in data analysis and performance tracking - Familiarity with the target audience and the ability to tailor campaigns accordingly If you possess the above skills and have a successful track record in Instagram marketing, I would be interested in he...

I'm in search of a proficient WeChat user who can help me integrate into student groups on WeChat, particularly those comprising Chinese students studying abroad. I'm keen on engaging with student groups across the globe, with a particular focus on the United States, the United Kingdom, and Australia. Ideal Skills and Experience: - Proficiency in WeChat with a good understanding of its group dynamics - Experience in community management on WeChat or other social platforms - A network of student group connections, especially Chinese students studying abroad - Familiarity with the academic world, particularly topics around masters and PhD studies Key Requirements: - Inclusion in student groups across various countries, with a focus on the United States, the United Kingdo...

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...

I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

I am in need of a talented filmmaker to create a music film clip that captures energy and performance. The clip should focus on a tangible musical performance, rather than a narrative or abstract concept. The ideal candidate will have: - Experience in film clip creation, particularly in performance-based scenarios - A strong grasp of pacing, rhythm, and visual dynamics to convey energy - Innovative ideas on camera techniques to capture the best of performance This project does not require a storyline, instead focus on capturing the essence of the performance in an energetic and vibrant context. Your creative input will be valued. The successful bid will demonstrate an understanding of these requirements and showcase a portfolio or examples of similar work.

...custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it ...

...for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and cur...

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sales pro...

I'm in need of a diligent data entry specialist for my remote position. - Your main responsibility will be to input and maintain data in our custom CRM or database software. The average workload will consist of 100 to 500 entries per day. The job is part-time, offering flexible hours and the convenience of working from home. Ideal candidates should have: - Excellent typing skills - Strong attention to detail - Proficiency in data entry software, particularly in a CRM or database context - Good time-management skills Your expertise in data entry will help us keep our records up to date and running smoothly. Your dedication and precision are key to ensuring we maintain high data quality standards.

I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi an...Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to th...