Zoho crm consultants jobs

For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...

For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...

...- Fetching Real-Time Data for Dashboards: The application should be able to update in real-time using data from external sources. - User Authentication and Management: Secure management of user data and access rights is a key component of the MVP. - Payment Processing: The MVP will handle payment processing, which must be seamless and efficient. - CRM and B2C Product Interface: The MVP should provide a user-friendly interface for CRM operations and B2C interactions. The ideal freelancer for this project would have extensive experience in and Material-UI (MUI). Additionally, experience with Figma and its integration with code generation would be a significant advantage, as it is required to generate production-ready code from the Figma designs. If you're a f...

...- Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs to position Transitials’ services as a solution. - Value Demonstrations: Collaborate with internal teams to take up advanced stage discussions for qualified leads. Ensure a smooth handoff of leads to the sales team. - CRM Hygiene Management: Help creating a consolidated view of all the leads, activities, and interactions. Enter accurate and up-to-date information in the trackers. Track progress and update sales opportunities accordingly. - Deal Closure Push: Navigate through the internal red-tape of the prospect and build multiple champions to bring the deal home. Ideal Skills: - Exceptional co...

I'm seeking a web developer that specializes in business software applications. The project involves creating an intuitive, user-friendly business management software that incorporates both customer relationship management (CRM) and robust detailing of accounting and finance features. Key Requirements: - Expertise in web development, specifically for business applications. - Awareness of CRM features and capabilities. - Proficiency in designing and integrating accounting and finance capabilities. - Excellent usability design skills to ensure the software is easy to navigate. This job requires a developer who has experience in crafting comparable software and a keen understanding of business management functions. The successful candidate will combine these skills to pr...

I'm in need of an expert in Odoo, specifically versions 14-17. I require assistance with several modules including Accounting, Inventory Management, CRM, and Website Builder. The upshot of this project is aimed at: - Streamlining accounting processes: I expect stride in the management and oversight of financial operations. - Improving inventory management efficiency: I'm seeking enhanced visibility and control over stock levels and order fulfillment. - Enhancing customer relationship management: I need solutions to better manage and analyze customer interactions and data. - Creating a professional website: I require a robust online presence to represent my business professionally. Ideal candidates should possess prolific knowledge, and have substantial experience in Od...

I'm in need of skilled freelancers who can assist me with a Business-to-Business (B2B) outbound sales calling project. The primary aim of this t...and maintaining rapport with prospects - Identifying and qualifying sales leads - Following sales scripts and pitch guidelines Key Requirements: - Proven experience in outbound sales calling, especially in a B2B context - Strong communication and negotiation skills - Ability to handle objections and rejections tactfully - Persistence and resilience in a sales-driven environment - Familiarity with CRM software and sales processes Ideal candidates should be results-oriented, self-motivated, and possess a genuine interest in sales. Your contributions will play a crucial role in the success of our sales campaigns. Looking forward to wo...

...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

...professional company that can deliver a wide range of digital marketing and development services. The ideal provider should have strong experience and expertise in the following areas: - Social Media Advertising: Proficient in advertising on YouTube and other social sites. Must have a deep understanding of audience targeting, ad design, and budget optimization. - CRM and Funnel System: Capable of creating and implementing a comprehensive CRM system along with a funnel system. The provider should be able to manage leads effectively and increase customer conversions. - Emailing & Appointment Scheduling: Experienced in setting up and managing email campaigns and online appointment scheduling. The provider should be able to design engaging email content and optimize sched...

...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

We are in need of a skilled freelancer experienced in Method CRM to help optimize its usage for our business. Key aspects of the project include: - Customization: Tailoring the system to suit our specific business requirements, including the automation of certain processes and the addition of specific fields. - Integration: Ensuring seamless integration of our existing systems with Method CRM. This may include email marketing platforms or other software we utilize. We're looking for someone who's proficient in Method CRM and has a proven track record of customizing and integrating similar systems for businesses. Your understanding of CRM best practices and ability to adapt systems to meet unique business needs will be highly valued.

We are developing a cutting-edge, modular, and cloud-based CRM and ERP system designed specifically for startups and small to medium-sized enterprises (SMEs). This all-in-one solution will streamline essential business functions, including finance management, sales management, marketing management, human resources management, inventory and supply chain management, project management, and tech support management. Key Features: 1. Modular architecture: Users can customize the system by selecting the modules they require, enabling easy scalability and cost-efficiency. 2. Seamless integrations: The system will integrate with popular business tools and platforms, ensuring a seamless workflow and data synchronization. 3. Intuitive interface: The user-friendly interface and responsive de...

...view reviews. • Categorize features into five main areas, represented as tiles inspired by the Katalog Kanada app mentioned above. 1. Food and Entertainment 1. a) Turkish restaurants, cafes, bars, shisha bars, etc. 2. Healthcare, Personal Services, and Renovation Services • a) Dentists, doctors, vets • b) Hairdressers, nail salons, tailors • c) Lawyers, Immigration Consultants, Certified Translators, Education Consultants, Realtors • d) Accountants, Mortgage Brokers, Insurance Brokers, Bankers • e) Construction/Renovation Services, Plumbers, Electricians, Locksmiths • f) Consulate/Embassy • g) Find my Member of Parliament (MP), and a feature to redirect users to send an email to their local MP. The page will show MPs. Users c...

...evidences and testing it with good quality. Only experienced consultants who can work independently would be considered, considering all our internal resources are fully occupied. We are also looking for resources who can help our clients implement ITGCs in their new applications based on the internal control framework, by discussing their present processes and helping them design and implement a target process and control, and create the necessary SOPs and RCM. If you are a fit for any of the above two requirements, please give a fixed price quote for a scope of one application which may involve about 14-18 ITGCs approximately. We are flexible with the budget and payment terms for the right candidates. We are looking for multiple consultants for a large scope of appli...

...search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoin...

...skilled app developer to create a bespoke CRM mobile software that's user-friendly and appealing. This app will allow users to send/receive messages, add notes, and monitor progress of their cases or services. Key Features Include: - Real-time messaging: Let users engage with each other instantly. - File attachment: Incorporating a feature to allow file sharing. - Push notifications: To keep users updated. Moreover, the application will include a Subscription Services feature for monthly recurring payments. Lastly, it will need a Referral Tracking feature. The tracking should be capable of determining the source of each referral. The ultimate developer for this project will possess strong experience in IOS and Android app development, especially with CRM applicat...

...for a developer experienced in .NET Core and Umbraco to make modifications to an existing Umbraco project. The main focus will be on changing the CSS and the Free Trial form, which needs to be integrated with a CRM system. Key Requirements: - Proficiency in .NET Core and Umbraco - Skilled in CSS customization - Experience with CRM integrations - Understanding of user authentication in Umbraco The main tasks include: - CSS changes to improve the overall look and feel of the site - Customizing the Free Trial form, particularly: • Layout and design adjustments • Integration with a CRM system for effective lead management Your expertise in Umbraco components, particularly in navigation menus, contact forms, and image carousels, will be beneficial for th...

...documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. The freelancer needs to create content and make changes according to the agency's () requirements in the different tabs and menus of the CRM system. The freelancer will also need to update the same content in the actual CRM system. Additionally, the freelancer must send a complete file containing all the content created for the project separately, including demo proposals. Responsibilities: 1) Collaborate with our CRM team to understand our current processes and r...

I'm in need of a professional to help populate my BIGIN CRM with contact information from an Excel file. The task will involve: - Transferring data from Columns A, B, C of my Excel file to BIGIN CRM. - Achieving appropriate data segregation based on geographic location within the CRM. This task will require a keen attention to detail and strong experience in and BIGIN CRM and integrate emails to Outlook. A solid understanding and experience in data segregation & bIGIN PLATFORM is also key for successful delivery of this project. The aim is to streamline my contacts for easier management. Your keen knowledge of geography and ability to dissect contact data is highly needed.

...ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM software to organize and manage project-related information efficiently. Software Proficiency: Must be proficient in Microsoft Office Suite, Google Suite, CRM software, and familiar with AI tools for research and data management. Additional experience with software development tools is a plus. Professional Attributes: The ideal candidate will have experience in supporting roles within the technology sector, especially those that involve substantial use of...

...ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM software to organize and manage project-related information efficiently. Software Proficiency: Must be proficient in Microsoft Office Suite, Google Suite, CRM software, and familiar with AI tools for research and data management. Additional experience with software development tools is a plus. Professional Attributes: The ideal candidate will have experience in supporting roles within the technology sector, especially those that involve substantial use of...

...Integrations: - Price comparison, GPS and mapping services - vehicle search API, Third party services for warranties and ancillary products - AI Tools like and SalesGPT for handling inbound and outbound calls - API integrations to the CRM/back office we decide on Primary Objectives: - Enhance user experience - Improve efficiency in managing listings and leads - Act as intermediary between dealership and user to enable buyers agent service Ideal Skills: - Proficiency in Flutterflow and GoHighLevel, Suite CRM or other turnkey solutions - Experience with integrating APIs from various service providers - Prior work with AI agent integration, especially in a marketplace setting - Strong communication to understand the omnichannel support required - Design sk...

I'm in need of a skilled web designer who can craft modern, minimalist, and highly functional landing pages. Your main task will be to create visually appealing pages that effectively capture leads for a CRM platform. Key Requirements: - Expertise in web design, particularly with landing pages. - Prior experience with integrating landing pages with CRM platforms. - A keen eye for modern, minimalist visual styles. - Understanding of lead capturing mechanisms in design. - Ability to ensure the pages are fully functional and user-friendly. Your work will be pivotal in converting visitors to leads, so a strong portfolio demonstrating successful lead-capturing designs is a major plus.

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I'm seeking a talented developer...talented developer who can seamlessly integrate our existing CRM system with Odoo, specifically to streamline our sales processes. Ideal Skills & Experience: - Proficient in Odoo development and customization - Experience in integrating Odoo with CRM systems - Proven track record in streamlining sales processes through system integration - Strong understanding of CRM functionalities and sales processes. Key Responsibilities: - Analyzing our current CRM system and identifying integration points with Odoo - Implementing the integration to ensure seamless data flow between the systems - Ensuring the integration significantly enhances the effectiveness and efficiency of our sales processes Please provide samples of ...

In search of a seasoned CRM developer with experience in creating over 10 to 15 CRM software. The ideal candidate should have: - Proficiency in building key features and functionalities such as contact management, lead management, and sales pipeline tracking. - The ability to integrate the CRM software with social media platforms and customer support ticketing systems. - Skills to develop both web-based and desktop application versions of the CRM software. If you possess the skills outlined above and are able to meet these requirements, I encourage you to apply.

...in need of a Zoho Analytics expert to create a comprehensive dashboard for my business. The dashboard should utilize Charts and Graphs, Drill-down capabilities, and Data filtering features that Zoho Analytics offers. Key aspects of the project include: - Integrating data from Zoho CRM and Zoho Desk - Focusing on tracking Sales revenue Your role will involve: - Designing and developing the dashboard to visualize the data in an intuitive and informative way - Ensuring the dashboard is user-friendly and allows for easy drill-down into specific details - Implementing data filtering options to allow for customization based on user requirements Ideal candidates should: - Have extensive experience with Zoho Analytics, including its various features ...

I am currently using ZOHO Books and am looking to migrate to Odoo Accounting. I need an Excel expert to help with the migration process. Key Tasks: - Migrate complete set of invoices and bills from ZOHO Books to Odoo Accounting. - Transfer all customer and vendor details accurately to Odoo. - Ensure that financial reports are maintained and migrated correctly. Ideal Candidate: - Proficient in both ZOHO Books and Odoo Accounting software. - Excellent experience in data migration and Excel. - Familiar with maintaining and handling large databases. - Detail oriented, ensuring data integrity throughout the process. This is a large scale project as my current ZOHO Books database exceeds 1000 records. I need someone who can efficiently and effectively handle the ...

I am seeking a skilled Salesforce CRM analytics expert who can fix a bug on one of the Dashboards in our CRMA Ideal skills and experience: - Prior experience with Salesforce CRM analytics, particularly with Reports and Dashboards - Excellent understanding of CRMA - Familiarity with identifying issues in CRMA

Ysmart Consulting is seeking talented researchers and consultants to delve into the impact of anti-Israeli marches by American university students on the United States elections and government. Position Overview: Title: Researcher/Consultant Focus Area: The impact of anti-Israeli marches on US elections and government Location: Remote Duration: project-based Responsibilities: • In-Depth Analysis: Investigate the effects of anti-Israeli demonstrations on voter behavior, political discourse, and policy decisions. • Quantitative and Qualitative Research: Utilize both statistical methods and qualitative approaches to uncover patterns and trends. • Policy Implications: Assess how these marches influence US-Israel relations and government responses. • Collaboration: ...

...transfer between the two platforms. Key Objectives: - Develop a module for Real-time data sync between TALLY and BITRIX. - Establish Custom field mapping for data consistency across platforms. - Design and implement templates for CRM documents on BITRIX. Key Tasks: - Configure BITRIX for importing data from TALLY. - Ensure the module is capable of handling a medium volume of data transfer (several hundred records per day). Ideal Skills: - Proficiency in TALLY and BITRIX is essential. - Experience in developing integrated systems is a must. - Strong understanding of CRM processes and data handling. - Ability to create efficient and robust data transfer modules. - Excellent communication skills to ensure alignment with the existing business needs. This project is cruci...

...handle this scale efficiently is key. - **Design:** While I have a reference store (), I'm open to considering changes in the color scheme and product layout to make my store unique. - **Integrations:** I require expert assistance in integrating key Shopify functions such as: - Payment Processors - Shipping and Fulfilment Services - Customer Relationship Management (CRM) Desirable Features: - **Blog Page:** I'd like the store to feature a blog section for sharing updates, stories, etc. Ideal candidates should have: - Proven experience in creating Shopify e-commerce sites with a substantial product range. - Expertise in customizing Shopify designs and layouts. - A track record of successful Shopify integrations. - Strong communication skills to understand a...

...BLOCK YOU I'm looking for an expert to develop a comprehensive CRM platform with particular focus on contact management, sales pipeline tracking, and email marketing. The system will need to accommodate over 50 user profiles, so scaling is crucial. Moreover, integration with existing email platforms, our accounting software and customer support software is needed. Key Skills: • CRM Software development • UI/UX for scalability • System integration Desired Experience: • Previous track record of creating CRM platforms • Experience with large user databases • Familiarity with API integration for common software systems. Application Submission: • Please submit your resume and a portfolio showcasing your previous work on simil...

...develop a state-of-the-art real estate chat application tailored for the Marbella, Costa del Sol, Spain market. This project will be executed in two stages: the first stage will produce a dummy proof of concept for feedback and testing, while the second stage will develop a fully integrated system with advanced features including MongoDB integration, voice and text search capabilities, and automatic CRM updates. Stage 1: Dummy Proof of Concept Objective: Create a dummy version of the app to showcase the basic functionality and gather user feedback. This version will simulate the interaction without complete backend integration. Tasks: 1. App Interface Setup in Bubble: • Develop a user-friendly interface with distinct areas for chat and media display. • Implement respo...

...first one: about electronic descaling and environmental protection Requirements: Contents: including company name, company website, company address, business card holder's name, position, contact information and company business scope. Style: Strong environmental protection color, reflecting technological innovation, internationalization, minimalist style. The second: on the government-funded consultants Requirements: include company name, company website, company address, business card holder's name, title, contact information and the company's scope of business Style: reflecting professionalism, reliability and rigor Ideal freelancers for this project would be those with a knack for simple yet elegant designs. A background in creating business-oriented, profess...

I need a professional outbound call center agent who can be relied upon to generate leads and execute sales in the sustainability sector - Efficient Hot Water System replacement. All contacts are our customers, this is not cold calling. Key responsibilities: - Initiate outboun...calling. Key responsibilities: - Initiate outbound calls - Execute effective sales strategies Ideal candidate: - Excellent telephone communication skills - Prior experience in the call centre (preferred) - Proven track record of meeting and exceeding sales targets - Ability to familiarize with our products and services to promote to clients. - Experience with customer relationship management (CRM) systems would be beneficial. Join my team to help promote sustainable solutions and make a positive imp...

...design, a proficiency in creating sleek and functional corporate websites alongwith logo design. The project at hand is one dedicated to immigration consulting, so a successful attempt will hinge on a background or experience in that, or a similar line of profession. The website should include: - A feature for booking appointments: Users should be able to reserve meeting slots with immigration consultants. An easy-to-navigate booking system is essential, fostering a direct line of communication with potential clients. - Information about Visa types: The website should be an authoritative source of relatable information on all the different visa types. Clear and concise explanations of each visa type should be provided, allowing potential clients to understand the options avail...

App Development: Collaborate with our team to develop a B2B Jewellery App for Android and iOS platforms. Admin Dashboard: Create a robust admin dashboard to manage sales, products, images, quantity, staff, notifications, categories, and other key aspects of the app. Gram-Based Transactions: Implement gram-based transactions, ensuring all products are sold in grams without the need for payment gateways. Product Variants: Enable sellers to list products with multiple variants and provide a seamless ordering experience for buyers. Security: Implement measures to restrict users from taking screenshots, ensuring the app's security and exclusivity.

...The app should also include a dashboard for the business owners to manage inventory and orders. In addition to the basic features, the app should also have a CRM system integrated into the dashboard, enabling the business owners to manage customer interactions and sales data. The CRM system should include lead tracking, sales forecasting, and customer segmentation, among other features. The project requires expertise in mobile app development, dashboard development, and CRM integration. The preferred tech stack includes React Native for the mobile apps, Node.js and MongoDB for the backend, and React or Angular for the dashboard and CRM system. The ideal team should have experience in developing similar projects and be able to deliver high-quality work with...

As I'm looking for a skilled ERP and CRM developer to support the development of a comprehensive system for my business. The ideal candidate will have expertise in: - Inventory management - Sales and order processing - Financial management - Customer relationship management - Indian accounting and taxation Your primary responsibilities will include: - Designing, developing and maintaining the ERP and CRM system - Ensuring the system is fully compliant with GST regulations and other Indian accounting standards - Implement features like: - Lead management - Contact management - Sales forecasting - Bookkeeping - Bank reconciliation - Payroll The successful freelancer should have a robust understanding of ERP and CRM systems, particularly in the context...

As a new company, I am looking for an Odoo ERP expert who can set up an environment to assist in managing my business operations efficiently. Key features to implement: - Sales and Invoicing: Provide a seamless process for managing sales and creating bills for clients. - Inventory Management: A system for keeping an eye on the in-stock items. - CRM and Lead Management: Enables effective interaction with potential and loyal customers. - Expenses: Monitor where expenses mostly go and efficient ways of minimizing them. - Finance: Assist in managing financial operations and planning. Design: We prefer a clean, modern, and user-friendly interface. The design should make it easy to navigate between different modules. Customizing options is not paramount but the design sh...

...with managing professional email accounts is a plus. - Calendar Management: The VA should be proficient in managing calendars, scheduling appointments, and setting reminders. - Online Research: You will be required to conduct online research on various topics and present the findings in a clear and concise manner. Software Proficiency: - Proficiency in Microsoft Office Suite, Google Suite, and CRM software is a requirement. Experience with other productivity tools will be a plus. The perfect candidate for this role will have experience working in the media industry with journalists and filmmakers and be comfortable with working at a fast pace when necessary. This candidate will be highly organized, detail-oriented, and a great communicator as well as excellent written skills. ...

I'm in need of a proficient IT professional, skilled in Salesforce CRM, to provide various types of support. The scope of this job includes: - Integration: You'll be required to integrate my Salesforce CRM with several other systems we use, including our E-commerce platform, Email marketing service and Customer support platform. Possessing strong experience with these systems and Salesforce integration capabilities would put you at an advantage. - User Training & Support: I need guidance to understand the full potential of Salesforce CRM and how to use it effectively. The ideal freelancer will have a background in training and customer support, able to pass on knowledge to my team. - Data Migration: A big part of your role will surround migrating data ...

...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

I'm in need of a highly experienced API developer to design an API for the integration of Zoho CRM and Zoho FSM. The API should include the following functionalities: - Automatic updates Additional important specifications include: - The level of security should be OAuth 2.0. - Automatic update of ZoHo CRM custom field when scheduled installation date changes in FSM. - Automatic update of ZoHo CRM custom fields when Service Appointment completed in FSM. Ideal skills and experience: - Expert knowledge in API development - Strong understanding of OAuth 2.0 - Prior experience in Zoho platform integrations, specifically FSM - Excellent knowledge in data synchronization. Please bid confidently if you are capable of delivering ...

Looking for a CRM expert who can help me streamline my workflow by setting up 3 boards with advanced automation features. Key Responsibilities: - Implement automation to streamline repetitive tasks, thus increasing efficiency and minimizing human error. - Configure the system to trigger actions based on specific events/actions. - Automate the process of task assignment, status updates and data syncing, making every step in the project lifecycle transparent and traceable. - Create a robust system for sending notifications and reminders, thus ensuring no important deadline is missed. Ideal Candidate: - Extensive experience with CRM, particularly with advanced automation features. - Track record of excellent problem-solving skills, attention to detail, and the ability

Hi! I am an individual real estate agent based in Indiana and I'm looking for someone to help me with basic social media management to gain traction and bring in new leads. I currently have a Facebook, Instagram, and LinkedIn. The CRM my brokerage uses is Lofty and I also have a Canva premium account. If this is something you're interested in, let me know:). Hope to hear back soon, Thanks! Alexa Breedlove

I need a full CRM software with access to the source code. The CRM should specifically provide excellent contact management functionalities. Core Features Required: - Contact Management: This should come with both contact categorization and history logging. The contact categorization should allow flexibility through both custom tags and pre-defined categories. Ideal Skills and Experience: - CRM Software Development - Database Management Systems - Customer Data Management - UI/UX Designing The final delivery should include source code and straightforward instruction for set-up and use. Having experience in CRM software development is mandatory. Please ensure your proposal includes relevant past works before bidding.

Looking for 4x Round the Clock Customer Service / Call Center Virtual Assistants for a US based company. Experience using HubSpot Preferred Requirements: • Experience in customer service and answering phones • Great English – Written and Speaking skills • Some selling over the phone or selling using a CRM experience is preferred • ALWAYS talking with a smile!! - needs to be heard through the phone • A headset (can be provided from us) • Fast internet connection and reliable working computer • Must be able to work in US time zone (CST) • Ability to start right away Working Options Below: 1st VA to work: 7am - 3pm CST weekdays 2nd VA to work: 3pm - 11pm CST weekdays 3rd VA to work: 11pm - 7am CST weekdays 4th VA to work: W...

I'm searching for a tale...and laser-sharp detail focus. The aim is to enhance the overall layout and font styles of our CRM. What I'm Looking For: - Strong capability in CSS and HTML - Excellent understanding of modern design and typography - Experience in CRM layout assistance Application Details: - I'm mainly interested in your past work. (please send examples) - Ensure you share projects where you've successfully worked on CRM design. - Projects that highlight your creativity and modern flair are going to have an advantage. Looking forward to seeing eye-catching CRM redesigns that take us into the future. It includes design of pdf invoices and quotes. You should independently improve the design UX and UI of our CRM to make i...