CRM Jobs

I'm seeking a professional able to create a custom CRM system in Excel for my business. Key requirements: - Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales. - Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities. Additional details: - The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate. - No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM. Ideal skills and experience for this job would include: - Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data. -...

I want to set up an online shop on my website and have it connected to Fresha CRM, the system I currently use. This shop should have a sophisticated design that complements my brand image. Key Requirements: - Development of a product catalog with detailed descriptions and prices - Inclusion of a shopping cart and a seamless checkout experience - Integration of online ordering and payment functionalities - Payment gateway setup to accommodate credit card and bank transfer options - Customization to align with an elegant and sophisticated design style Ideal Skills and Experience: - Proficiency in e-commerce development and CRM integration - Strong portfolio of elegant and sophisticated web design projects - Previous experience with integrating payment gateways - Excellent understanding of...

I would like to design standard operating procedure (rules of lead engagement) based on large medium and enterprise segments- 1) how should sales consume the leads once a lead is assigned to the sales reps. 2) Define the stage movement timeline from one stage to another in salesforce based on which stage the lead is in. 3) How long to wait to send a follow up email /call after the two way connection has been established. 4) Reason to close or recycle the lead 5) Activities logged in salesforce. etc.

Company Overview: We are a dynamic and rapidly growing company based in Vancouver, British Columbia. Our culture is built on innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaini...

I need a Zendesk expert who can set up our existing Salesforce system to work in perfect harmony with Zendesk, ensuring that all customer service tools and features operate seamlessly for our insurance agency. Key Requirements: - I already have a Salesforce system in place. Your task will be to fully integrate Zendesk's features for customer service in this system. - I require an advanced level of customization for the Zendesk integration. This includes setting up comprehensive features like analytics and reporting. - The integration should cover specific Salesforce features like: - Customer data and records - Case management - Utilization of Zendesk's AI Your past experience with a similar project, particularly in the insurance industry, is essential. Please provide ref...

WhatsApp CRM with Scheduling & Workflows I'm looking to create a WhatsApp CRM that incorporates a variety of features to improve our customer relations and team management. Key Features: - Scheduling Surveys: The system should support date availability checks, scheduling and booking confirmation via WhatsApp to our staff. Their responses should organise them into yes and no groups. This will help us automate repetitive tasks and sharing of information to groups of people. - CRM Management: I am an agent to film ans supply extras for background. This requires searching for certain character features of our staff. For example brown hair, 5"4 female. of male 6'2 blonde. I then send a availability check to work on certain dates and if they agree i send their profile to the...

I need an experienced professional who can smoothly migrate key functionalities from vtiger 5.4 to 8.1. Key Migration Aspects: - Contacts, Accounts, Opportunities: All these entities need to be accurately transferred to the new system. - Quotations, Invoices: The migration should also include these elements in order to maintain data integrity. - Products: The product information should be accurately moved to the new version. - Templates pdf4you: This customization should be maintained in the new version. Experience Requirement: Successful freelancers should have a proven track record in similar migration projects. Please include your past work experiences in your proposal. Customization Requirement: There is no need for any new features or customizations in the new version. The focus ...

I'm looking to integrate the Zoho Rest API with WhatsApp. Key Requirements: - Successful integration between Zoho and WhatsApp - Smooth sync and functional operations Freelancers interested should ideally have experience with Zoho REST API and its integration with third-party platforms, particularly WhatsApp. Understanding of both systems' functionalities, solid background in API integration, and problem-solving skills are necessary. Please include relevant experience and examples of similar projects completed in your bid.

As a part of our website's live chat feature, I'm seeking a professional with a solid background in Zoho Salesiq to build and integrate a custom chat interface widget. Key Project Details: - Creation of a new Zoho Salesiq widget specifically for the chat interface - Implementing the capability to receive and update data in the chat interface using form controller - Integration with Zoho CRM and Zoho Creator Ideal Skills and Experience: - Proficiency in Zoho Salesiq and Zoho Creator - Strong experience in widget development for chat interfaces - Familiarity with Zoho CRM and its integration methodologies - Ability to handle data transfer and update processes within the chat interface Your role will be crucial in ensuring that our live chat function is not only seamlessly integ...

Seeking a skilled professional who can help finish up the set-up of Zoho CRM for my organization. We are using Zoho CRM to manage the patients who want to seek second medical opinion from expert doctors in India . This is the ideal workflow that we want to implement 1. Patient submits basic information like name, email, and location via Zoho Forms 2. The information is saved to Zoho CRM 3. The Patient is sent an invite to the portal 4. The patient sets up their account. The patient can view their treatment progress and edit their details. For the treatment progress, it needs to look like a timeline or steps that display this user journey. Something like this: 5. The patient is given an option to book a call. They must submit their medical records and a brief description of their illness. ...

I am keen on integrating customer data between my current ERP system, Orderwise, and Salesforce. This integration aims to effectively manage and synchronize customer data, ensuring data consistency across all platforms. Key Responsibilities: - Establish a reliable integration process that will ensure all customer data in Orderwise is reflected in Salesforce, and vice versa. - Provide real-time synchronization operations to ensure accurate, up-to-date information. - Ability to handle large amounts of data without compromising the system. Ideal Skills and Experience: - Proven experience in integrating ERP systems with Salesforce. - Familiarity with Orderwise systems. - Proficient in customer data management. - Ability to solve complex integration issues. - Effective communication skills...

I'm in need of a talented Hubspot CRM specialist. My aim is to flawlessly integrate the contacts and all necessary details from my landing page into Hubspot. Primary same tasks include but aren't limited to: - Setting up the integration so that all the basic information such as name, email, and phone number from a landing page's visitor will be effectively and accurately transferred into Hubspot. - In addition, they need to be able to configure the system for capturing custom information, specific to my business industry. - Expertise should be demonstrated in the implementation of Hubspot's appointment scheduling and commission calculation facets. The ideal freelancer should have demonstrable experience in Hubspot CRM integration and should be detail-oriented. Stro...

Hi, I am in need of a skilled professional who is proficient in developing a Customer Service CRM with a key focus on the functionality of issue tracking and resolution. As the priority of the project, I require the CRM to systematically record and track customer issues, from initial identification through to final resolution. The ideal candidate for this project will have: - Strong experience in creating web-based CRM platforms - Expertise in developing customer service focused CRM systems - Proven track record in integrating issue tracking and resolution functionality - Proficiency in customer database management and optimization The deliverable is a Web-based CRM application that is easy to navigate and meets all the desired functionality aspects. It would be added advantage if you h...

I need a skilled freelancer to assist me with creating a comprehensive set of forms for data collection during field research. Key Responsibilities: - Design and create a range of survey questions that cater to different data collection needs. - Ensure the forms are user-friendly and intuitive for field research. Ideal Skills and Experience: - Proven experience in form creation, particularly for data collection purposes. - Strong attention to detail and understanding of the nuances in creating an effective form for field research. - Proficient in utilizing Fast Fields or similar software to ensure a smooth workflow automation. Please note that I anticipate having many different types of survey questions, so experience in managing large volumes of questions would be highly advantageo...

I'm in need of a Zoho CRM expert to help me get started and make the most of this platform. I'm a beginner user and I have some specific goals in mind. Key Responsibilities: - Providing initial Zoho CRM training and guidance for a beginner. - Assisting with setting up and customizing the platform to align with my business needs. - Guiding and teaching me how to improve my sales process using the CRM. - Helping automate certain key business workflows through Zoho CRM. - Coaching on how to effectively manage customer relationships through the platform. The ideal candidate for this project would: - Have extensive experience using Zoho CRM. - Be an excellent and patient teacher, capable of explaining complex concepts in an easily understandable manner. - Be able to provide practica...

I'm looking for someone to help me set up Zobot Zoho for my customer support team. Key Tasks: - Integrate live chat: I want my customers to be able to easily chat with our agents. - Implement automated ticketing: I need the system to efficiently create and manage support tickets. - Set up FAQ self-service: I'd like to reduce the workload on my team by having a self-service option for common queries. The ideal freelancer will have: - Proven experience in setting up Zobot Zoho - Strong understanding of customer support systems - Familiarity with integrating live chat and ticketing systems - Ability to create a user-friendly FAQ self-service interface - Excellent communication skills to ensure a smooth handover to my team. Please note that my team consists of 5-10 agents, so t...

*******Project Description: Seeking a Skilled Developer for an Interactive Credit Repair Website AND COMPLETE AUTOMATION SET UP WITH SOCIAL MEDIA MANAGEMENT SKILLS******** *****PLEASE DO NOT BID UNTIL YOU HAVE COMPLETELY READ THE DESCRIPTION AND MAKE SURE WHAT YOU BID IS THE PRICE YOU ARE WILLING TO TAKE ON THE PROJECT FOR. WE ARE NOT IN A HURRY AND WE WILL NOT CONSIDER CANDIDATES WHO DO NOT TAKE THE TIME TO ANSWER THE REQUIREMENTS PART OF THE DESCRIPTION. WE ARE FAIR AND WE WILL NOT NEGOTIATE THE PRICE OF YOUR BID. PLEASE DO NOT WASTE OUR TIME. WE WILL BE MORE THAN GENEROUS ONCE YOU DELIVER WHAT WE ARE ASKING FOR AND WHAT YOU ARE PROMISING. WE ARE ALSO WILLING TO DIVIDE THE PAYMENT IN MILESTONES. WE WANT SOMEONE WHO UNDERSTANDS THE PROJECT AND IS WILLING TO STAY ON BOARD WHEN COMPLETE...

As a Vietnamese business owner, I'm searching for a skilled team or company experienced in CRM development. The CRM needs to include: - Customer Management: Efficient tracking and managing of customer information and interactions. - Sales and Lead Tracking: A system to follow and nurture vital sales leads. - Reporting and Analytics: Particular attention on Sales reports and Customer performance reports is required. These should provide in-depth insights into our company's operations and customer relations. - HRM: An integrated Human Resources module for simplified internal management. - Financial and Accounting: Seamless recording and tracking of all financial transactions and accounting essentials. - Utilities: These may vary so the system should be built with scalability and f...

I'm looking for an entry-level Odoo developer to help me implement my B2B sales and marketing strategy. Key Components: - Essential CRM integration: The chosen freelancer should be well-versed in how to seamlessly integrate our CRM system within Odoo, ensuring that all our sales and marketing data is centralized in one location. - Email Marketing Automation: Automation is at the heart of modern marketing tactics. I am looking for a developer who has the necessary skills to set up effective email marketing automation within the Odoo platform. - Lead Tracking and Management: A proficient understanding of lead tracking and management is necessary for this project. The freelancer should be able to implement a system that can keep track of leads, their interactions, and facilitate smoo...

I need a dedicated expert to complete an order management application using Zoho Creator. The App is 75% completed by a former freelancer who has gone MIA. The application manages Mobile SIM Card ordering and ongoing support. The system is integrated with Zoho WorkDrive, Zoho CRM and Zoho Desk presently, however the Zoho Desk integration for the submission and updating of support requests seems to have some errors. The application is integrated to our soft switch to provide a testing function which I will go into more detail about with the successful freelancer. This has currently been tested through API integration to Enswitch, however needs finishing. We need further integration to our carrier/s through API for ordering, updating and cancelling of services. I have attached some d...

I require a Zoho One professional to help me with the implementation and customization of several key applications. - Primarily, I need assistance with Zoho CRM. The focus here will be on sales automation to enhance our overall sales process. - Additionally, I require support with Zoho Books. I aim to make the most of the financial management capabilities this application offers to streamline our business finances. - Lastly, I'd like to maximize the use of Zoho Analytics to help us gain better insights and make data-driven decisions. The ideal candidate for this project should have: - Proven experience in implementing and customizing Zoho One CRM, Zoho Books, and Zoho Analytics. - A strong understanding of sales automation, financial management, and data analysis. - The ability ...

As a growing business, I'm looking for someone who can help me develop a CRM using ERPNext or any other better software. The project should be tailored to meet the needs of a small sales team, numbering between 1 to 10 users. It includes manufacturing , POS, Payrol, Purchases and Sales etc. A brief about our company. 1. We buy Yarn. 2. We use the yarn to manufacture Fabric. 3. Then the fabrics come to stores. 4. From stores they go to multiple small garments. 5. From the Garments they come back to stores. 6. At stores, we check QC, Ironing, Packing, labeling, etc. 7. From stores they come to Retail shops. 8. From the shop we sell to customers. 9. POS system needed chich includes Discounts and Loyalty point for customers. 10. The POS should be able to input customer details and cre...

I am currently in need of a Zoho specialist who can help in customizing reports and dashboards of my CRM software. To be successful with this project, you should: * Possess in-depth knowledge of Zoho CRM * Have a track record in creating and customizing dashboards * Be skilled in data visualization and reporting Your main task will be to enhance the current system, adjusting and customizing our CRM reports and dashboards to improve efficiency and the decision-making process. Expertise in Zoho CRM is vital to ensure seamless workflow. Preference will be given to those who have completed similar projects before.

Hi, I need to Connect each user to their microsoft outlook account. The goal is to be able to create tasks on Perfex and also show them on their Outlook calendar. For each user (about 10 at the moment) they will need to be able to link their account in my current Perfex CRM installation. In the CRM the user need to set up his account through a step by step procedure. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. I'm looking for a developer who can create a module where I can plug & play to my Perfex Installation.

I'm seeking a skilled web developer with experience in healthcare platforms who can build a telemedicine website with high profile features. Among the features that should be included are: - Online appointment requests and interface ability with electronic medical record to auto-populate patient info directly into a patient's record. It should also be able to function with CRM software. - A system for potential patients to provide their information for callbacks. This should be managed through an online form where patients can also upload relevant documents. We don't want patients to be able to directly schedule appointments into our provider's calendar, instead they will receive a call back to confirm their info, appointment date, etc. to reduce the number of "n...

I'm looking to automate the data entry process for order confirmations into my CRM system. I need to ensure that data accuracy is improved through this automation. Key Requirements: - Automate the process of inputting order confirmation emails into my CRM system - Ensure that the data is accurately captured - The system should reduce the need for manual data entry This project is ideal for someone with experience in CRM automation, data entry automation, and a good understanding of order confirmation processes. Skills and Experience: - Proficiency in CRM systems - Experience in data entry automation - Good understanding of order confirmation processes

Small business seeking a skilled Zoho CRM professional/trainer to independently handle initial set up of 5+ CRMs (up to 80 CRMs). [ Typical CRM = office of 2 brokers + 1 admin. Related offices/teams do exist. ] Each CRM needs to offer a "birds eye" view and efficient centralization of partner team data, activities/interactions, reminders, templates for standardized emails, trackers, etc..... *MUST be able to work independently & intuitively with provided Google Sheets CRM data >> translate similar functionality into Zoho CRM. *MUST be detail-oriented, intuitive, and goal-driven (a mix of self-directed + training new user on functions). > Limited "directions" to follow-.. instead = "intent/goals" to achieve in organizing our partnerships) ...

I'm looking for a talented developer or team to craft an omnichannel chat platform designed to streamline communication by integrating it with our existing cloud call center software as a service (SaaS). Our goal is to enhance customer support and engagement by incorporating multiple communication channels into a single, unified interface. **Key Integrations:** - **Messaging Platforms:** WhatsApp, Facebook Messenger, email, and SMS. Additionally, PBX system integration is required to bridge our voice call capabilities with digital communication channels. - **Features:** Essential features we're looking for include: - **File Sharing:** Ability to share documents, images, and videos across all channels. - **Chat History:** Seamless access to previous conversations for co...

I am in search of a diligent and proactive Operations & CRM Manager who can oversee daily operations and effectively manage customer relationships. By streamlining various processes, you will provide strong customer support and successfully lead management operations. The ideal candidate should have: - Mid-level experience in Operations and CRM management. - Proven track record in managing daily operations in a fast-paced environment. - Excellent aptitude for customer support and relationship management. - A knack for streamlining processes to increase efficiency and performance. - Strong data analysis skills and inventory management expertise. This position requires a keen eye for detail, an enthusiastic problem-solving attitude, and a determination to enhance customer satisfaction....

I need help with Salesforce integration. Key Points: - I'm looking for a skilled developer who can help me integrate Salesforce with my existing systems. - I want the integration to be seamless, efficient and user-friendly. - The successful freelancer should have a deep understanding of Salesforce and integration processes. - I may also require the developer to provide guidance and recommendations on best practices for integration. Ideal Skills: - Proven experience in Salesforce integration - Strong understanding of Salesforce platform - Experience in recommending best practices - Good communication skills

I need an experienced Zoho CRM developer to integrate specific functionalities in the platform. These include: - Customer segmentation: based on purchasing behavior, geographic location and feedback - Sales forecasting: to predict and plan the sales strategy - Email marketing: to reach out to our customer base effectively Your proficiency in Zoho CRM is key in this task as well as understanding how to utilize customer data effectively. If you have the necessary skills and experience, we’d love to hear from you.

Project Summary: We are seeking an experienced CRM and affiliate marketing integration expert to design and implement a robust solution for tracking deals and managing a multi-level affiliate program. - The integration must seamlessly track deals generated via submission links, provide affiliates clear commission visibility, and handle multi-level affiliate hierarchies. - The chosen CRM needs to comfortably handle a database with several million contacts. Key Requirements: - CRM Expertise: Demonstrated experience with large-scale CRM implementations and integrations. - - - Familiarity with CRMs suitable for multi-million contact databases is essential. - Affiliate Marketing Integration: Extensive knowledge of affiliate marketing platforms, deal tracking methodologies, ...

As a Life Coach, I'm looking for a freelancer to help me set up my online coaching business from scratch. As a freelancer, You will develop all systems, run them, and will hand them over to us as key turnover. Project overview: Development of CRM including auto emails to clients on different stages, Developing funnel system Setting up an integrated booking and scheduling system to allow clients to conveniently book and manage their sessions. implementing a live video call system for delivering coaching sessions. Build and maintain a user-friendly website. email marketing system Set up of landing page Help us start pre-designed video templates in Haygen for YouTube and social media. system of creating and sending newsletters to our mailing list. Develop digital marketing strategi...

I'm in need of a professional who can proficiently build a versatile CRM, aiming to streamline contact management, sales pipeline tracking, and email marketing integration. Ideal skills required: - Expertise in CRM development. - Understanding of email marketing strategies. - Track record in creating effective sales pipelines. Additionally, a part of your role involves the design of fewer than five landing pages. The main objective here is to attract and convert visitors into high-quality leads. Key landing page requirements: - Strong knowledge in landing page development. - Proven skills in lead generation strategies. - Understanding of customer behaviour and conversion tactics. A demonstrated experience in these fields will be necessary for a successful collaborati...

Looking for a developer to help me create a custom CRM management system to follow up with clients. Need to be able to add notes, select next follow up date, and assign leads to team members. It should work on Desktop and Mobile. Please watch video here before placing a bid, so that you know exactly what you're bidding on Please review the above video and answer the following: Have you ever developed anything in SalesForce or HubSpot? I'm trying to decide if I should build this app in SalesForce or HubSpot or standalone as the app I show in my video. Again, I am a real estate broker and I'm planning to develop an app to manage my leads, assign them to my staff, and oversee the process. After I get this app to work perfectly for me, I would then like to offer subscr...

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I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.

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Bonjour, Je recherche un professionnel pour faire la configuration du crm en créant un lien entre le formulaire d inscription de mon site au crm afin que je puisse recevoir toutes les informations dans le crm Merci

Settore: E-learning/ Formazione Online Tipo di impiego: Full Time Collaborazione: Freelance Retribuzione: Provvigione variabile dall'8% al 14% Località: Da remoto Lingua: Italiano Metodo Toddler, leader nei corsi d'inglese dal 2015, ha rivoluzionato l'apprendimento linguistico aiutando oltre 15.000 persone a diventare fluenti. Abbiamo visto una crescita esponenziale del fatturato: da 150.000 euro nel 2020 a quasi 7 milioni nel 2023. Stiamo cercando Venditori da Remoto da inserire nella nostra rete vendita. PRINCIPALI ATTIVITÀ: Gestione dei Lead inbound e/o outbound Raggiungimento dei target assegnati e monitoraggio dei KPI Uso del CRM aziendale Gestione degli Appuntamenti secondo la tua agenda personale Gestione della trattativa commerciale in forma telema...

Buenas tardes, Requerimos una persona que sepa administrar la plataforma Zoho (CRM) y que nos ayude adecuar procesos comerciales, ejecución y administrativos