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    Looking for a seasoned Drupal developer to help on an intranet project. Roughly 10-15h/week to start with. Mostly UI tasks and minor bug fixing to start with, so that you can get familiar with the current state of affairs, then gradually more hours and more interesting tickets if all goes well. You will be working with another developer. 2 standup meetings per week, one hour each. Th...Roughly 10-15h/week to start with. Mostly UI tasks and minor bug fixing to start with, so that you can get familiar with the current state of affairs, then gradually more hours and more interesting tickets if all goes well. You will be working with another developer. 2 standup meetings per week, one hour each. The project is expected to last for another 5 to 6 months. Ticket management is done in Zoho...

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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

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    CRM Specialist for Small Team 6 days left
    VERIFIED

    For my team of fewer than 10, I'm on the hunt for a CRM expert. My primary focus is on contact management and sales tracking. The ability to seamlessly integrate with our existing calendar system is a must. Ideal Skills: • CRM customization expertise • Proven experience with contact management • Mastery in sales tracking • Experience in calendar system integration This role requires an understanding of how CRM can impact various departments within a company, and the ability to translate our needs into actionable CRM strategies.

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    As I venture to streamline business processes, I am seeking an experienced professional to assist with setting up Zoho CRM. The key features we require include: - Lead Management - Contact Management - Sales Pipeline Tracking Added to this, we envision enhancing our team collaboration through integration with our existing collaboration tools. We request a highly skilled individual with a history of successful Zoho CRM implementations, and expertise in creating seamlessly integrated work environments. Competitive bids from freelancers with a keen understanding of lead, contact, and sales pipeline management are highly encouraged.

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    ...Proven experience as a Sales Manager, preferably in telemarketing sales Strong understanding of telemarketing sales processes, techniques, and best practices Excellent leadership and team management skills Ability to develop and implement sales strategies that drive revenue growth Outstanding communication and interpersonal skills Strong analytical and problem-solving abilities Proficient in using CRM software and other sales tools Bachelor's degree in Business Administration, Marketing, or a related field (preferred) If you are a results-driven Sales Manager with telemarketing experience and possess the ability to build and lead high-performing sales teams, we would love to hear from you. To apply, please submit your resume, along with a cover letter highlighting your rel...

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    ... E.g. I did this with the style “Justified”, it came up with 1 instance, when I looked at it, the text clearly should have been “Normal” style instead because other similar text was in the style “Normal”. So I changed it. Retention of highlighted text - As I mentioned during our phone conversation, any text highlighted in blue is crucial as it serves as a guide for our consultants. This text should remain untouched and clearly distinguishable. It was noted in the document that you sent through that the highlighted comments throughout the document have been deleted. These must remain in place. - The comments throughout the document that had blue highlighting have been deleted. They need to be kept in the document. Justifica...

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    ...professional with a strong background in CRM systems to assist in integrating a CRM into my existing booking platform. The goal of this project is to automate customer booking and enhance workflow. As for the CRM system, I am open to any that will fit my specific needs and requirements, however, Salesforce, Hubspot, or Zoho experience is preferable. Key Functionalities: * Contact Management: Ability to systemically manage and track all customer interactions within the platform is a must. Ideal Skills: * CRM Systems Experience (Salesforce, Hubspot or Zoho preferred) * Workflow Automation * Contact Management Expertise * Excellent Understanding of Third Party Integrations * Systems Configuration & Setup Experience Please include examp...

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    Urgent Sealed
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    I'm looking for a meticulous MS Dynamics BC Accountant who can configure MS dynamic BC for startup logistics company and manage key accounting tasks. You need to be familiar with Canadian Tax and regulations. Key responsibilities will include: -Configure MS dynamic BC GL accounts / dimensions / AR / AP / Sales / CRM / multi currency / forms - Create financial reports - Configure service items and assign dimensions and proper GL. - Assisting with budgeting and forecasting - Connect MS dynamic BC to Microsoft 365 users. The ideal freelancer will have: - In-depth knowledge of MS Dynamics Business Central (BC) - Familiarity with Generally Accepted Accounting Principles (GAAP) - Excellent skills in financial analysis, budgeting, and forecasting - Proven experience in managing acc...

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    PLEASE NOTE : I am looking for a ready made CRM below are the features I'm in need of a comprehensive CRM system focusing on training scheduling. It should incorporate the following features: - Calendar integration for seamless scheduling and planning - Email notifications that inform about upcoming trainings and schedule changes - Reporting and analytics for tracking progress, identifying trends and ensuring improvements. - Post-training document questionnaires and online exams, automatically generated within the system for all the candidates who enrolled for that particular Training Domain - Also All the candidates will get a Dashboard where they will get all the access of the Training Materials Recordings after completion of that course Study materials Set o...

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    In need of a committed and...will be 15 hours per week (3 hours per day, 5 days a week) Here's what the job entails: During the first 2 hours: - Posting daily in different Facebook groups - Responding to Facebook messages - Adding data to a spreadsheet from the Facebook messages - Comparing houses in the area to determine the probable selling price (I can provide training for this). In the 3rd hour: -CRM tasks - I can show you how to use KV Core CRM. It mainly involves sending emails or text messages to leads (potential clients). No prior experience is required, but ideal candidates should have an enthusiastic approach to work, possess excellent organizational skills, and be technologically fluent. If you're a proactive individual with good time-management skill...

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    zoho function error solve ........

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    Tech CRM VA Lead Generation 6 days left
    VERIFIED

    As a growing tech company, I desperately require the assistance of a competent virtual assistant specializing in lead generation. The candidate must maintain the integrity of the following duties: - Utilizing proven experience in CRM to efficiently manage customer relationships and data - Showcasing their proficiency in lead qualification by identifying and pursuing potential leads - Fluent in French, for effective communication across diverse languages The aim, on a weekly basis, is to generate between 50-100 leads. Exceptional knowledge of technology products would be an additional advantage.

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    All the details are attached to the PowerPoint , and separately need to add CRM with Hostinger and change CRM name and logo too

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    Developing a comprehensive ERP system, tailored towards the service industry, is my primary need. This system should encompass following key functionalities: Finance Apps Human Resources App Inventory And Manufacturing Apps Marketing Apps Productivity Apps Sales Apps Services Apps Website Apps Accounting Appointments Appraisals Approval Blogs CRM Discuss Documents eCommerce eLearning Email Marketing Employees Events Expenses Field Service Fleet Forum Help Desk Inventory Invoicing Knowledge Live chat Maintenance Manufacturing Marketing Automation Planning PLM Point of Sales Project Purchase Quality Recruitment Referrals Rental Sales Sign SMS Marketing Social Marketing Subscription Survey Time off Timesheet VoIP Website Builder An ideal candidate will have experience in deve...

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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 am looking to connect four specific WordPress applications: Awesome Support, GeoDirectory, Jetpack CRM and Gravity Forms. The primary purpose of this project is to automate data synchronization across these applications. So wherever the request comes in it updates everywhere else. Specifically, this will include: - User profiles - Order histories - Customer support tickets Ideal candidates for this project should have ample experience in WordPress applications, specifically in using and integrating the specific plugins involved. They should have a solid understanding of data synchronization processes and be able to effectively automate these to ensure seamless operations. A deep understanding of user profile management, order history tracking, and customer support ticket syste...

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    I need an expert in data migration, specifically between Zoho Books and Odoo. The task involves migrating 7000 transactions (from 2015 to present), including Invoices, Purchase Orders, Sales Orders, and all other transaction types. It's critical to preserve specific data formats or structures during this migration process. I also require a step-by-step documentation of the entire operation for future reference. Ideal candidates should: - Have proven experience with both Zoho and Odoo platforms - Strong expertise in data migration, ensuring data integrity in the transfer - Excellent documentation skills - Be able to complete the project within a month - Work within a $500 budget.

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    I'm seeking an experienced developer to construct a plugin for Salesforce. Essentially, this plugin should encapsulate a sales framework and methodology, and integrate it flawlessly within the existing CRM system. Here are few important elements for the project: - Proficiency in plugin development for Salesforce is necessary. - The plugin should effectively embed a sales framework and methodology into Salesforce. - Emphasis is on the integration of sales data. - Demonstrable experience in handling sales data and CRM data integration will be an added advantage. Given the nuance required in understanding sales frameworks and methodologies, direct experience in these areas would be a major plus. End goal is to incorporate this methodology seamlessly in our Salesforce u...

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    I am seeking a highly skilled softwa...functionalities include Inventory Management, Sales and Purchase Tracking, and Production Management. Ideal skills for this job would be strong coding skills, familiarity with modern design aesthetics, ability to create intuitive layouts, and experience in creating customizable interfaces. A successful candidate should also have previous experience integrating an ERP system with: - Accounting Software - CRM Software - E-commerce Platforms - Shiprocket The user interface should be designed to be modern, sleek, yet simple and intuitive. The interface must also be customizable to suit the unique needs of my business. Your expertise will be very much appreciated as we work together to create a system that streamlines our operations and boosts e...

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    We require seamless integration of our GMail with Keela CRM software. The main feature to be focused on is: - Email Synchronization This includes the ability to archive, organize and efficiently manage our emails. Ideal bidders should have: - Proven experience in Keela CRM software integration - Expertise in GMail functionalities - Solid background in IT systems integration - Excellent problem-solving and communication skills. This project would significantly streamline our operations by ensuring centralized access to vital email data. We look forward to bids from passionate and dedicated experts.

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    I am seeking a capable freelancer to customize Notion into a professional CRM setup with advanced sales funnel tracking. Please ensure you read the description is full as there are two critical pieces you need to submit for your entry to be considered and valid. Key functionalities should include: 1. Contact management: Systematically manage and store client details. 2. Sales funnel tracking: Provide a visual representation of sales stages, monitor leads and opportunities. 3. Task management: Assign and track tasks related to customers or deals. 4. Email Marketing Integration: Sync with email marketing tools for efficient lead nurturing. Additional integrations needed: - Calendar integration: To schedule and track meetings, follow ups or deadlines. - Customer support tool in...

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    We are in need of a skilled software developer to construct a customer relationship software that addresses our essential needs within the HVAC and sola...and solar sector. Key functionalities we require include: - Contact management: For a seamless and organized handling of our customer details and relationships. - Sales tracking: To enhance our sales processing, allowing us to measure and improve our performance. - Customer communication: A streamlined and efficient interaction interface with our customers is a must. Experience in developing CRM systems for companies with a user base ranging from 10-50 would be highly beneficial, as would understanding and proficiency in working with similar industries. This insight would ensure the software aligns with our company's needs...

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    ...and configure permissions Set up user roles and access levels Connect GMB and Ad account Connect Facebook and Ad account Connect Instagram account Connect LinkedIn account for posts and ads Set up SEO traffic tracking via Google Analytics Set up LC email Set up LC Phone Integrate additional third-party tools or software (e.g., CRM, marketing automation platforms) Configure white labeling settings (if applicable) 2 - Lead Capturing and Nurturing Set up lead capturing forms or landing pages Configure lead magnet delivery automation Implement additional lead capturing methods (e.g., website popups, chatbots) Set up lead nurturing email sequences Create SMS nurturin...

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    MESSRS - DO NOT MESSAGE or BID WITHOUT READING EVERY WORD IN PDF BELOW - NO BS CREATE your own personal new account through TOOLS TO BE USED: - Autocomplete API - Name to Domain API SUPPORTED LANGUAGE:....xls filed named Output 2. List C for new separate .xls named Output Name to Domain API Tasks 3. List A converted to converted to new .xls file named NO 4. Output A (see above) converted to new .xls file named Output 5. Output C (see above) converted to new .xls file named Output CREATE ACCOUNT LINK

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    I am seeking an experienced telemarketer to set appointments with residential homeowners for solar panel installations. Your target market is widespread; any area is acceptable. Ideally, you would have a strong record of successful appointment setting in the past and a professional phone demeanor. WE will give you hot leads from paid ads, is not cold calling, only interested people. We provide CRM, Lead, Everything. You need to schedule appointment and connect it to zoom with the sales rep that we have ready for you. Key Responsibilities: - Contact homeowners to introduce solar services - Schedule appointments for solar evaluations - Connect client through zoom app Deliverables: - Detailed report of each conversation - Agreed callback date and time with homeowners -Call recordi...

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    CRM development 5 days left
    VERIFIED

    I'm looking to build a CRM lead funnel. Auto text & email and scheduling. Questions for potential leads for qualification

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    I need an expert for a comprehensive setup of my Zoho CRM that includes managing leads and contacts. I have a sizeable customer base of over 500 and need the CRM to be effective and efficient. The ideal freelancer for this role should: - Have proven experience in Zoho CRM setup and management - Have a strong understanding of lead and contact management - Be able to integrate Zoho CRM with other platforms, as I require: - Integration with an email marketing tool - Synching with accounting software - Connection to social media platforms Your task will be to configure Zoho CRM to meet these requirements and manage the system to maintain its efficiency. I look forward to working with a proficient Zoho CRM ...

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    ...React.js, UI/UX design, and user authentication. Proficiency in data structuring and real-time socket communication would be a plus, as they are crucial for the project. This project requires someone with keen attention to detail, excellent problem-solving skills and a flair for vibrant aesthetics. Responsibilities: • Develop responsive and intuitive user interfaces using React.js. • Integrate Zoho and Stripe for recurring subscription payments. • Create visually appealing landing pages with dynamic content creation capabilities. • Implement features to allow users to manage subscriptions and view invoices. • Collaborate with cross-functional teams to gather requirements and translate them into technical solutions. • Ensure the technical feasibilit...

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    I'm looking for a Zoho One expert, specifically versed in Zoho People, to customize and configure an colleagues dashboard. Key functionalities include: - Displaying all aspects surrounding the annual leave, ensuring the smooth running of our organization's leave management. - Enabling visibility of the remaining leave balance, highlighting the upcoming leaves, and any pending leave requests. Ideal candidate: - Proven experience in tailoring Zoho People to respond to specific organizational requirements. - Understands the access rights and limitations of an Administrator within Zoho People. - Can deliver this project promptly and efficiently. Your expertise in manipulating Zoho People for optimized leave management is crucial for this projec...

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    In search of a qualified freelancer to assist with specific tasks in Zoho Books software. Your responsibilities will primarily include: - Managing sales transactions - Handling bank transactions The ideal candidate should have: - Profound experience with Zoho Books - Expertise in bookkeeping - High attention to detail in managing transactions Your supreme task is to keep things running smoothly and ensure accurate management of all the transactions. You must be detail-oriented, proficient in bookkeeping, and capable of handling both sales and bank transactions effectively.

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    Seeking a skilled Zoho accountant to handle specific bookkeeping responsibilities for my business. - Key Task: Your main responsibility will be managing the bookkeeping of my business, primarily dealing with invoices and payments. - Scope: The focus will be on incoming transactions only. You will need to track and manage all incoming invoices and payments efficiently. - Skills and Experience: Ideally, you should have prior experience in a similar role, able to manage financial transactions effectively using the Zoho system, and possess a strong understanding of bookkeeping practices. A keen attention to detail is vital for accurate tracking and recording of transactions. Passion for financial management and a proactive, problem-solving mindset is an advantage in this r...

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    More details: What specific features would you like to have in the online invoice platform? manual to online Do you have any specific preferences for the online platform to be used for the invoices? Zoho Books Which components in Zoho Books would you like the freelancer to focus on the most? Invoicing and Billing, Expense Tracking, Financial Reports

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    We are exploring integrating a chatbot with our crm platform and report building ui. The goal is to allow user conversational prompts to the chatbot and have the ai use our existing web interface to buipd and explain reports. We'd like to explore options and approaches available using current ai technology, considering data privacy, training, and integration options.

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    I'm searching for a seasoned VTiger CRM developer who can help us with some customization. We have added quite a few basic modules to the system such as a module that records all the subscription agreements from our clients, a module that records all the service level agreement details, a module that records all the usernames and passwords for the client systems, etc. We have also added a job card / support ticket module for logging support requests. We need a few minor changes on one or two of these modules and then we need to start building workflows, etc. So, fluency in workflow automation and custom features will set you up for success in this project. Our preference would be for someone who is close enough to our office to meet with us in person. We are in Brackenhurst, ...

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    I am seeking a qualified Virtual Assistant to help streamline my business operations. The ideal candidate would be tasked with managing my emails, particularly business-related ones, and scheduling my appointments - which I find to be the most time-consuming of my tasks. In addition, basic bookkeeping and accounting duties will be required. The assistant would also need skills in CRM software and project management tools. Since my business correspondence is largely handled through Gmail, familiarity with this platform is a must. Fluency in Italian is highly desired, as many of my business dealings are conducted in this language. Please apply only if you have: - Proven experience as a Virtual Assistant - Excellent organizational and time management skills - Proficiency in Gmail...

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    I'm in need of a skilled UX Designer who can proficiently handle wireframing and prototyping for our B2B SaaS platform. The targeted users for my project include Real Estate Devel...proficiently handle wireframing and prototyping for our B2B SaaS platform. The targeted users for my project include Real Estate Developers and Realtors. This inclusive audience means the UX design must be intuitive and accessible for a wide range of tech-savviness levels and needs. The platforms to be optimized are mobile and web. We are building a platform in Property Tech field so any experience in CRM and Real Estate projects is an added advantage. Skills and Experience: - Expertise in Wireframing and Prototyping - Experience in designing for varied age demographics - Proficiency in mobile and...

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    ... * Project and Client Management: It also needs to manage and track different client profiles and projects effectively. Integrations: * Accounting Software: To streamline our processes, the software must integrate smoothly with our current accounting software. * CRM Software: Integration with our Customer Relationship Management (CRM) software is key in order to enhance efficiency. Ideal Skills: * Proficiency in software development specifically catered to Windows OS. * Experience in integrating software with accounting and CRM systems. * Understands the nuances of automated invoicing and client, project management systems. Only professionals with previous experience in this kind of work need to apply. Your assistance and expertise are highly appreciated....

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    I'm seeking an expert in Microsoft PowerApps to design and develop custom applications. Paramount features these applications need to possess are a robust int...an expert in Microsoft PowerApps to design and develop custom applications. Paramount features these applications need to possess are a robust integration with systems we currently use, which include a CRM, an ERP, and multiple database systems. In addition, these apps should have reporting and analytics capabilities. Your task will also involve collaborating with stakeholders to gain a keen understanding of our business processes. The ideal candidate should have experience in developing business applications with integration and analytical features. Proficiency in PowerApps and knowledge of CRM, ERP, and databas...

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    ...already have the template code I am in a need of a robust CRM/admin panel for my booming business. More than 20-30 of my team members should be able to use it simultaneously. The key features I'm specifically looking for are: - User Management: Should have capabilities to manage multiple users, giving me the flexibility to add, remove, or modify user rights. - Customer Database: The system should be able to keep track of all customer data, including transactions, demographic info, communication history, etc., and provide easy accessibility of this info to all users. The CRM/admin panel should be desktop-based for ease of use and convenience. The perfect candidate for this job would have significant experience in building desktop-based CRM systems and a d...

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    We're seeking a proficient developer to create a quick, smooth, and efficient client signup process that is compatible with our existing infrastructure which includes Perfex CRM and Wordpress. The prime skills preferable for this task are: - Proficiency in integrating CRM systems, specifically, Perfex. - Wordpress expertise. - Familiarity with payment processing software. As part of the signup process, we must be able to collect the following information from our clients: - Basic Client Details - Brief Details to understand client background and requirements - Documents and Files for reference or necessary documentation - Signed Contract to ensure a proper legal agreement - Product details that cover subscriptions and fixed commodities - Payment details Your experien...

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    I'm looking for an experienced professional who can effectively set up and manage a Zoho CRM system for my organization. The ideal candidate will know how to: - Set up Zoho CRM for 1-5 users - Enable features for email marketing, sales automation, and customer support - Customize fields and workflows specific to my organization's needs Preferred skills include experience with Zoho CRM, understanding of CRM best practices, and proficiency in customizing fields. An understanding of email marketing, sales automation, and customer support would be an advantage.

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    I require accomplished Zoho developers for creating an ecommerce website. Specific requirements include: -Payment Gateway Integration: We need Razor Pay to be our main payment gateway. -Design: I already have a specific design for the website which I’d like to implement. -Level of Customization: I'm looking for a website design that is intermediate - a blend of existing themes with unique layouts. Candidates suitable for this job must have extensive experience with Zoho framework and need to be skilled in ecommerce site development, Razor Pay integration and comfortable with blending standard and unique layout designs. Your portfolio showcasing similar projects will be advantageous for this opportunity. our existig site

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    I have connected my CRM data to Looker Studio via Google Sheets. The CRM data updates frequently (every few hours), including campaign names. This update process creates duplicate campaign names in my Looker Studio report, making it difficult to analyze data accurately. I'm looking for a freelancer's help to address this issue. Ideally, you'd have expertise in Looker Studio, particularly with its data manipulation capabilities like formulas and filters. Familiarity with CRM data structures and data cleaning best practices would be a big plus. Here's what I need: Identify and eliminate duplicate campaign names within my Looker Studio report. This might involve using Looker Studio's built-in deduplication features or creating a custom formula....

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    ...ticket price. - Photo management for each project, with options to edit and delete. - Video file management and categorization. - Encryption of authentication data such as CRM login, Google My Business, etc. - Map integration showing the geographical spread of all projects, termed as YacMap. - Can add up to 20 services at a time as tags. Company Display Info Management: Editable sections for company name, logo, contact details, operational hours, website URL, services offered, and branding colors. Security and Privacy: Strong encryption for sensitive data and a secure forgot password procedure, CRM login, and other authentication required data. User Features Interactive UI/UX: Use the SYNTO forest theme admin panel backend, ensuring ease of photo edi...

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    More details: What specific transport reports do you need to add to the Smart school CRM Codeigniter script? fees What specific fee-related features or functionalities would you like to add to the Smart school CRM Codeigniter script? Fee receipt generation, Fee reminder notifications For fee receipt generation and fee reminder notifications, what methods would you like to use for delivering these to parents and guardians? Email

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    As a business looking to streamline our operations, I'm in...business looking to streamline our operations, I'm in need of an expert to set up a comprehensive Zoho system. This system should encompass Zoho CRM, coupled with Zoho Recruit, Zoho Campaigns, and Zoho Invoices. Requirements: * Proficiency with multiple Zoho Applications. * Familiarity with designing customized workflows within Zoho CRM. Skills and Experience: Ideal candidates would have demonstrated experience with: * Zoho CRM and the specific modules mentioned above. * Creating customized workflows in Zoho. * Integrating Zoho CRM with existing systems, specifically email servers. For the successful implementation of t...

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    I aim to profoundly enhance our business operations and sales flow specifically concerning our customer relationship management (CRM). I'm seeking a professional who can: - Organize and streamline our CRM process, focusing on promoting efficiency and reducing costs. - Enhance our existing capabilities for customer data tracking and customer support. This will involve reviewing and possibly revamping our current system. The ideal candidate will be deeply experienced in CRM with a solid understand of database systems and customer support platforms. Understanding and experience with the tools or software we currently use will be a huge benefit. I need a problem-solver capable of applying their expertise to our unique requirements and constraints.

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    I am seeking experienced consultants to craft and execute a solid business plan to establish a micro-enterprise in France, a retail store specifically focusing on clothing and accessories. Unlike other typical stores, I expect this one to cater to the fashion needs of all age groups including children, young adults, and the elderly. Key aspects of the project include: - Detailed market analysis - Comprehensive setup plan covering aspects like store layout, sourcing, and branding strategy I am looking for individuals who have: - Rich experience in retail consulting especially clothing industry - Profound knowledge of the fashion and retail sector in France - A knack for understanding fashion trends across all age groups - Capability to develop unique customer experiences tha...

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    Hello hello. We are looking for a freelancer or team to help us with Go High Level and Active Campaign. You will need experience in building and mangaing funnels in Go High Level . Also, We need someone who can assist us in setting up/ updating our email automation. The main tasks include creatin...assist us in setting up/ updating our email automation. The main tasks include creating automation workflows, updating emails. The ideal candidate should be able to optimize funnel and email campaigns for maximum conversions. The current website is Also if you know about advertisments FB, Google this is a plus Skills required: - Go High Level - Active Campaign - Marketing Automation - CRM Integration This is a on going position. Looking for long term hire. The budget is per month.

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