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    As a ...developer to assist with a project that involves customization and integration. Key Responsibilities: - Customizing Tally to integrate with our CRM system. - Ensuring smooth synchronization of customer data between Tally and the CRM. Ideal Skills and Experience: - Proficiency in Tally customization and integration. - Proven experience with CRM integrations, especially syncing customer data. - Strong understanding of financial and sales reporting. - Past experience in enhancing customer relationship management through system integration. Your role is pivotal in ensuring that our customer data is up-to-date and correctly reflected in both our CRM and Tally. The successful candidate will play a crucial role in automating our systems and enhancing effic...

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    1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values ente...dynamically pull data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Camp...

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    It is necessary finish a project managemet application made in laravel. The change are: - make some change regard the flow, the links, the design, the ecommerce and report; - It is necessary experience in query, report charts, pivot builder and Business intelligence to change the reports that must have good design, many filter and cross. the charts must have drill down. Please answer only if have experiences in project management software and pivot-query-busienss intellegence. And show my the url of similar job made.

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    ...complete Computerized Maintenance Management System (CMMS) / Maintenance Work Order(MWO). A Complete Control Pannel on Web based asapplication along with the Mobile APP + Desktop APP. With the below added features.:- + It will have Website Fully responsive, Mobile APP, Control Pannel Application + It must fully SAAS Based means related to the SAAS Based all the screen to be designed and implemented + CRM (Register Company, Lead, Converted, Communcation, Win Deal , Create Quotation and Invoice) + Access Control Management for all the SAAS Based module wise , user wise rights + We want to use MS SQL Server on the windows using Stored Procedure and required API is prefered Let me know your expertise in this and same time propose me your quotation with timetable to proceed. A Co...

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    ...of a list featuring more than 500 companies. In the details you collect for each organization, I'd like to see the following: - Company Name - Contact Person Name - Contact Person Email. The ideal candidate for this task would be someone who is proficient in data mining and possesses broad knowledge of Oracle EBS customers in the manufacturing, retail, automotive industry. Prior experience in CRM database creation would be an added advantage. It's essential that all information gathered adheres to privacy and data protection laws, ensuring a legally compliant list. So, a freelancer with a keen understanding of these laws would be highly preferred. Accuracy of data is of top importance, therefore meticulous cross-checking is needed for each entry. I'm looking...

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    I'm looking to hire someone who can create a zoho desk addon which can print a small summary of the ticket current ticket information, including a QR code with the ticket number. We will then print the summary on a small label. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: QR code The ideal freelancer for this project should have proven experience in Zoho Desk, and API integration. They should also have sound understanding of data handling, as sensitive information could be involved. Please provide examples of similar projects you have done in the past.

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    I'm looking to hire someone who can create an Excel VBA workbook to seamlessly integrate with my Zoho Desk setup. This workbook should be specifically engineered to perform the following: - Retrieve the required information from Zoho Desk tickets upon pressing a button inside Excel. Specifically, I need someone skilled in Excel VBA programming and API integration work to: - Design a user-friendly interface in the workbook where one can press a button to initiate the retrieval of ticket information. You should be able to retrieve the latest ticket, and then have two more buttons to go to next & previous tickets. - Implement secure API connections to Zoho Desk to enable the retrieval of ticket information usuing oauth. The fields I need are: Subject Account ...

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    ...market research, developing brand positioning, and creating brand identity. •Must have a strong understanding of digital marketing ranging from UX/UI, mapping, journey building, email templates, landing pages, SMS text, etc. •Must have a strong background working with Figma, Adobe Creative Suite: XD, Illustrator, Photoshop, Dreamweaver, After Effects. •Must be able to work in HTML, CSS, MIRO, Litmus, CRM, CMS, and nimble with new systems/platforms. •Must have a strong attention to detail and the ability to drive multiple projects forward, think in systems and process, remain agile, and seamlessly manage multiple ongoing projects in a structured way. We are a small team passionate about delivering exceptional web design solutions. If you are a talented UI/UX W...

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    ...will be immediately cancelled. I must be 100% happy with the results and how the results are being obtained. The team is to work with me to achieve great rankings. If I say something needs tweaked a bit, I expect the team to listen to my desires as long as those desires will reach the end goal. While working on the main keywords, I expect additional keyword phrases to be used in Chat GDP blog and wiki articles that would benefit the website. That way not all backlinks will be from the list of 20. We can use our excel sheet from previous projects for this. I should see a drastic increase in DA and PA of the website. Post the phrase #seoGuru so I know you read and understand and agree to these terms. Post the sentence in your bid: "I understand and agree to the terms and ...

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    I'm looking for a professional who can help me set up an effective Zoho email campaign system. The core goal of the campaign would be to increase product sales, with a specific focus on middle-aged adults (35-54 years). Key Responsibilities: - Utilize the Zoho Campaigns platform to design and set up a series of targeted email campaigns. - Ensure the content and messaging is tailored to resonate with middle-aged adults and drive sales. - Implement a tracking and analysis system to monitor the performance of each campaign and provide insights for future improvements. Skills and Experience: - Proficiency in Zoho Campaigns, with a proven track record of setting up successful email campaigns. - Strong understanding of email marketing best practices, particularly in t...

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    I'm currently seeking an entry-level personal assistant who can commit to 10-20 hours per week. Eventually will need someone for 40 hours a week An ideal candidate will be able to expertly communicate what they are doing and is able to learn new tasks quickly. ...what they are doing and is able to learn new tasks quickly. Here are some other things I am looking for -Ability to film 5 minute looms and update me on what they are doing. (If you message me, I will ask you to create a loom video where you will explain back to me what I am looking for) -Ability to use AI to improve communication, solve problems, and create ideas -Proficiency in GoHighLevel CRM is a plus. Demonstrating a strong ability to organize, multitask, prioritize and work under pressure will be value...

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    I am aiming to build a custom CRM specifically tailored for immigration lawyers dealing with student cases, leveraging open-source, white-label CRM technologies. Here are the key functionalities I am looking for: - Contact management - Task management - Email integration - Custom report generation For this project, your expertise in open-source CRM software would be invaluable. A good understanding of the needs of legal practitioners, particularly immigration lawyers, will contribute to the success of this project as well. You will also have to be skilful in modifying and customising open-source platforms to meet specific needs. In the end, what I want to have is a CRM system user-friendly enough for immigration lawyers that can also be adapted for other le...

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    ...freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It...

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    I'm looking for a dedicated full-time customer service professional to handle various customer-related tasks. Key Responsibilities: - Answering customer inquiries through phone, chat, email, and text - Resolving customer complaints efficiently and professionally - Customer Account Set Up - Website Set Up & CRM - Providing detailed product information and support Ideal candidates for this position should have strong communication skills, good computer skills, great English/Spanish speaker/writer, be customer-oriented, and be capable of handling high volumes of customer inquiries. Experience in a similar role would be highly advantageous. Please note that this is a full-time position, and your availability to handle customer queries during business hours is essential. B...

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    I'm in need of a skilled PHP and Laravel developer to assist with creating a social media API and integrating it into my website. The main purpose of the API will be to facilitate the integration with various social media platforms, focusing on Meta, ads Facebook leads data stores in CRM systems and Whatsapp Api Key Responsibilities: - Develop a robust API with PHP - Implement the API into the website - Store API data accurately in a MySQL database Ideal Candidate: - Proficient in PHP and Laravel - Extensive experience in API creation - Prior experience integrating with social media platforms - Strong understanding of user authentication and profile handling in API development - Solid grasp of MySQL database implementation Please bid if you are confident in your ability to ...

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    As a beginner seeking to master Dynamics 365, I am in need of an experienced trainer to equip me with essential skills and knowledge through live interactive sessions. I am particularly interested in learn...empowering others with new skills - Training should include below, topics at minimum and more details in attachment: - Creation of Dummy Accounts - Environments and their types - Overview of Dynamics 365 - Overview of Dynamics 365 Business Central - Overview of Dynamics 365 Finance & Operations - Overview of Dynamics 365 Customer Engagement - CRM Functional - Sales Module - CRM Functional - Customer Service - CRM Technical - Customizations - CRM Demo project with end to end implementation If you meet these requirements, I look forward to partnering...

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    ...Providing both Figma and Elementor files for future use. - Implementing RTL design for the dashboard to cater to specific language needs. The dashboard should include, but not be limited to: - Property listings management: A feature that allows agents to upload, manage, and update property listings. - Client interaction tools and Sales CRM: Tools and interfaces that facilitate communication and interaction between agents and their clients. Calendar view, Sales Crm and more.. - Analytics and reporting: A section that offers insights, statistics, and reports on the agents' performance and property listings. I'm looking to have this project completed ASAP, so a quick turnaround time is crucial. Experience in RTL design and real estate web app development would be ...

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    I run an advertising agency here in the UK that works with various companies across the country to increase their client acquisition and sales for the past few years. I'm looking to grow my company and expand the team....reaching prospects over the phone to organize a meeting with myself - Qualifying the prospect for advertising services - Selling the appointment - Ensuring prospects show up to the meeting Location: Anywhere Compensation: Up to £1000/month per client Requirements & Criteria: - Experience with cold calling and talking to business owners - Knowledge of general sales and selling - Knowledge of using a CRM and tracking progress - Ability to keep in regular communication with GMT timezones over virtual calls and messaging - Ability to report results dai...

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    ...Providing both Figma and Elementor files for future use. - Implementing RTL design for the dashboard to cater to specific language needs. The dashboard should include, but not be limited to: - Property listings management: A feature that allows agents to upload, manage, and update property listings. - Client interaction tools and Sales CRM: Tools and interfaces that facilitate communication and interaction between agents and their clients. Calendar view, Sales Crm and more.. - Analytics and reporting: A section that offers insights, statistics, and reports on the agents' performance and property listings. I'm looking to have this project completed ASAP, so a quick turnaround time is crucial. Experience in RTL design and real estate web app development would be ...

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    ...Functionalities: - User Management: The system should allow individual consumers to sign up, log in, and manage their accounts efficiently. - Analytics Tracking: The platform should integrate effective analytics tools to help us gain insights into user behavior, feature performance, and other relevant data. - Customer Relationship Management: We aim to position our platform as user-centric, so robust CRM tools are critical. I envision features that will allow us to engage and retain our user base effectively. Ideal Qualifications: - Extensive experience with SaaS platform development, particularly focusing on user management and analytics tracking. - Proven expertise in designing and implementing customer relationship management functionalities. - A solid understanding of user e...

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    Every thing which is available in your website like automation , B3G1 ,payment gateway , invoice print , order tracking , custom checkout page , and more 40+ features which is helping you to sell products . and customer interface is try to so easy to all Google related also. CRM, social login

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    I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: ...incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a plus. The candidate should also be capable of ensuring ongoing process optimization and representing success...

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    I'm in need of a Zoho web application that will act as a data management tool, primarily focusing on data entry forms and data import/export. Key Features: - Web-based Zoho app - Focus on data management - Data entry forms - Import/export functionality Ideal Skills: - Proficient in Zoho app development - Experience in web app development - Skilled in data management, particularly data entry and import/export functionality - Strong understanding of UI/UX for form design and data presentation Please note that the specific data management features are still being refined, so flexibility and the ability to adapt as requirements evolve will be highly valued.

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    I'm seeking a comprehensive CRM/HRM solution for my Immigration Consultancy Firm. The system should cater to client, document, and employee management. Preferred location of freelancer / software house is LAHORE. Key Features: - **Client Management**: The system should have a robust client management module. It should help us track client interactions, monitor case progress, and manage client information securely. - **Document Management**: The CRM/HRM system must enable us to store and manage client documents efficiently. This includes the ability to upload, categorize, and retrieve documents easily. - **Employee Management**: The platform should support the management of 11-50 employees. Features should include attendance tracking, performance evaluations, and per...

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    ...looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email creation using the custom domain. -...

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    We are seeking an experienced developer to integrate OpenAI GPT into our existing database system (Zoho CRM) to enable natural language queries for investor searches. Users on our website will describe their company and transaction details, and the GPT will summarize and request additional information. Based on this, the GPT will score investors using a customizable algorithm and provide a CSV list of the top 100 matches. Users interested in further details must sign an NDA and fee agreement via an automated system, with their information and preferences automatically transferred to our CRM database. Key Project Details: User Interaction on Company Website: Users will describe their company and transaction details on our website using natural language queries. The G...

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    ...showcase my expertise. Key Job Details: • Existing content: I have all the content ready, you would need to format and edit it to comply with Wikipedia's guidelines. Proofreading services would be appreciated • Page Length: I want a fairly comprehensive article that covers my professional journey. My current draft is approx 2 pages in word, normal font size. - We need to create two seperate Wiki pages, in 2 languages. Direct translation does not work as the audiences are different. Expertise: • Excellent knowledge of Wikipedia's guidelines and standards • Experience in writing and editing Wikipedia articles • Familiarity with personal branding would be a plus • Outstanding written English is paramount This project would be a great ...

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    Phase 1: Integration and Automation of Zoho Books and Zoho Inventory ● Objective: Establish robust integration between Zoho Books and Zoho Inventory for streamlined financial management. ● Tasks: 1- Chart of Accounts Mapping: Link the chart of accounts in Zoho Books to corresponding inventory items in Zoho Inventory for accurate expense and income tracking. 2- Automation of Sales Invoice Processing: Develop workflows (using Zoho Flow) to automatically record sales invoice details: 2.1- Delivery service costs based on chosen service (integrate shipping carrier accounts if applicable) 2.2- Payment processing fees associated with different platforms (integrate payment gateway accounts) 3- Testing and Validation: Conduct thorough testing to en...

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    I am looking for a qualified web developer to create an e-commerce website for me that supports various payment methods. The website needs to have the following features: 1. Form connected to CRM: - Develop a form for users with fields to enter information. - Configure the form to be connected to the CRM for automatic saving of entered data. 2. User-friendly interface: - Design an intuitive and attractive website interface. - Ensure easy navigation and usability. 3. Integration of payment for services: - Integrate payment systems to allow users to pay for services directly on the website. - Ensure transaction security and user data confidentiality. 4. User account creation: - Implement functionality for users to create personal accounts. - Provide ...

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    I have to create a CRM in which I extract PDF files via soap

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    ...I'm in need of an experienced React developer, proficient in user authentication, data visualization, and responsive design, to craft a CRM application. Key requirements: - User Authentication: Create a secure login system to ensure the safety of our customer's data. - Data Visualization: Implement interactive graphs and charts to help us analyze customer interactions and make informed decisions. - Responsive Design: Ensure the application is user-friendly and functional across all devices. In addition, the CRM must integrate seamlessly with a customer support ticket system, allowing us to manage client inquiries efficiently. Your expertise in React and CRM development will be essential to the successful completion of this project. Experience with int...

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    I'm in need of an experienced and diligent freelancer to install and set up an open-source Apache Fineract/Mifos on AWS. The key aim is to be able to consume API's in another application securely and access the user interface using a browser. And provide documentation of how to do it myself. T...interface using a browser. And provide documentation of how to do it myself. To succeed in this project, the freelancer should be capable of: - Installing and setting up open-source Apache Fineract/Mifos on AWS. - Ensuring that APIs can be securely consumed in another application. - Setting up a user interface that can be easily accessed via a browser. Reference link : https://mifosforge.jira.com/wiki/spaces/docs/pages/3559555073/Mifos+X+23.12.31+Installation+Guide+for+Windows...

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    I am in need of a Zoho Creator app that will streamline data management and analytics for my small business. Key Features: - **Data Entry Form**: I require a user-friendly interface for inputting data into the app. - **Reporting and Analytics**: The app should be capable of generating useful reports and providing insightful analytics based on the data entered. - **Workflow Automation**: I need the app to automate certain business processes to improve efficiency. Platform Accessibility: - The app should be accessible on: - Web browsers - Mobile devices (both iOS and Android) - Desktop applications Ideal Skills: - Proficient in Zoho Creator app development - Experience in designing intuitive and professional user interfaces - Strong background in data analytics and r...

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    I'm seeking a skilled freelancer to revamp and expand my current website on Zoho Sites. The main tasks include: 1. Redesigning the existing layout: I'm looking to modernize the design to improve aesthetics and user experience. 2. Addition of new sections: Details on these new sections will be provided later, but be prepared to integrate them smoothly into our new layout. 3. Improving performance: The website's loading times need reduction and optimization for mobile compatibility is paramount. The website currently has less than ten pages. Ideal skills include proficiency in Zoho Sites, graphic design capabilities for layout changes, and an understanding of website performance optimization techniques. Taking this role means you will need to be commu...

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    I need a skilled and experienced programmer with extensive knowledge in JavaScript and HTML/CSS to develop an Outlook for Web application with integrated features. Key Responsibilities: - Develop an application that embeds seamlessly into Outlook for Web and Latest Outlook - The application should integrate Outlook with - Application should provide Email Management and Calendar Integration as well - Preferably experienced in creating sleek interfaces as a clean and minimalist design is intended for this project Ideal Qualifications: - Proficient in JavaScript and HTML/CSS - Previous experience with Microsoft Outlook For Web development - Strong understanding of UI, cross-browser compatibility, general web functions, and standards - Exceptional attention to detail, with an inclinati...

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    ...and configure a CRM system to streamline lead management and improve sales efficiency. ** Collaborate with external vendors, such as photographers and videographers, to produce high-quality visual content for marketing purposes. ** Monitor and analyze marketing metrics to measure the effectiveness of campaigns and identify areas for improvement. *Requirements* ** Proven experience in marketing, preferably in the transportation or luxury service industry. ** Strong understanding of digital marketing strategies and techniques, including SEO, social media marketing, and PPC advertising. ** Excellent communication skills and the ability to create compelling content for various marketing channels. ** Proficiency in using marketing tools and platforms, such as Google Analytics, CRM...

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    I'm looking for a highly skilled developer to construct a well-integrated business portal for me, which includes website and apps for both Android and iOS. The portal should be able to efficiently enhance productivity and streamline business processes. Crucial components to be developed include: - Customer Relationship Management (CRM) with key features such as contact management, sales forecasting, and lead management. - Enterprise Resource Planning (ERP) with essential functions such as inventory management, order management, and supply chain management. - Financial and taxation modules. - Human resources and marketing modules. - Service and productivity modules. An ideal person for this job should have: - Proven experience in creating and managing business portals with ...

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    ...- Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho applications, this would be a great advantage. Communication: - As for communication, I prefer to use a mix of Email, Phone, and Instant Messaging. You should be comfortable and proficient in using these tools to maintain a smooth and efficient workflow. Ideal Skills and Experience: - Proven experience as a Virtual Assistant in a similar role - Fluent in English and Spanish, both written and verbal - Proficiency with Zoho CRM, Zoho Books, and Zoho Creator - Excellent organizational and ...

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    Estoy buscando un desarrollador de software capacitado que pueda crear un programa MLS inmobiliario con CRM integrado para los agentes inmobiliarios de mi empresa. Es un programa de uso interno, es decir, sólo será utilizado por nuestros agentes inmobiliarios para consultar el inventario de propiedades disponibles y enviarla a los clientes interesados por medio de un link que lleva a una ficha técnica de la propiedad con fotos , video y características. Características clave: - Gestión de propiedades: el programa debería poder gestionar eficientemente un número de propiedades entre 100 y 1000 que podrán ser cargadas, editadas, eliminadas, etc... por el agente inmobiliario desde la app. - Búsqueda avanzada de pr...

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    As an individual who is anticipating the development of a comprehensive and efficient CRM system, I'm seeking a skilled programmer with extensive experience in Next js and Django. The system needs to bolster my business by facilitating: - Customer Management - Task Management - Reporting and Analysis - Comprehensive Accounting - Inherent Billing Solution It's crucial that the system seamlessly integrates with existing office applications and third-party billing software. Your proficiency in integrating software systems will be a deciding factor in this project. Your inventive approach combined with compatible experience stands a chance to fulfill this task to the optimum.

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    ...homeowners and effectively communicate our value proposition. Set appointments for our acquisition team to further explore potential properties. Maintain accurate records of calls and appointments in our CRM system. Collaborate with team members to optimize strategies and achieve targets. Requirements: Proven experience in cold calling or telesales, preferably in the real estate or related industry. Self-motivated with a strong drive to achieve and exceed targets. Excellent verbal and written communication skills in English. Ability to work independently and as part of a team. Familiarity with CRM software is a plus. Benefits: Competitive salary with performance-based incentives. Opportunity for growth and advancement within the company. Flexible working hours and the op...

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    I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding of sal...

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    I'm in need of someone to assist with creating daily/weekly journal entries in our Zoho Books accounting software. Key Responsibilities: - Record a Journal for each business day that summarizs the payment transactions of the day (cash, credit card, bank transfer etc) Ideal Candidate: - Proficient in Zoho Books software. - Strong understanding of basic accounting principles. - Experience with creating journal entries. - Reliable and able to deliver entries on a weekly basis.

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    ...- Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho applications, this would be a great advantage. Communication: - As for communication, I prefer to use a mix of Email, Phone, and Instant Messaging. You should be comfortable and proficient in using these tools to maintain a smooth and efficient workflow. Ideal Skills and Experience: - Proven experience as a Virtual Assistant in a similar role - Fluent in English and Spanish, both written and verbal - Proficiency with Zoho CRM, Zoho Books, and Zoho Creator - Excellent organizational and ...

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    ...Microsoft Dynamics CRM expert to help automate my company's finance and accounting processes within Business Central and improve our Order Entry system built within the CRM. Needs to be local to our business as we require you to be onsite. Specifically, the project will involve: 1. Automating Finance and Accounting: - The ideal freelancer for this job will have a deep understanding of Business Central's financial modules and automated accounting processes. 2. Order Entry Improvement: - Our current Order Entry system within CRM is poorly optimized and requires improving or rebuilding from the ground up. A strong background in CRM-based order management systems is essential. 3. CRM and Business Central Integration: - Cur...

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    Develop and Implement ZOHO CRM

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    I am looking for Zohobooks expert to analyze the bookkeeping done by another accountant. He has migrated data from GNUCash to Zoho Books, I want you to analyze the data, chart of accounts and way of accounting used to confirm that proper bookkeeping has been done. This should be a quick job for an experienced accountant, you will need to come on a call and analyze the records.

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    I am looking to generate an Inventory Forecast Report like how much quantity of which Items needs to be ordered for the expected requirement of next 3 months, based on the following data from ZohoBooks: 1. Item-wise Sales quantity trend for the last 6 months. 2. Expected Delivery Date (EDD) of the Purchase Orders booked in ZohoBooks with Status as "Issued" 3. Item-wise Accounting Stock in hand as on date in the ZohoBooks

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    1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entere...fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Cam...

    $581 (Avg Bid)
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    16 bids

    I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...

    $4057 (Avg Bid)
    $4057 Avg Bid
    76 bids