CRM stands for Customer Relationship Management. It is a suite of integrated programmes and applications that makes it easier for businesses to manage and track their customer interactions. A CRM Developer is a professional who knows the ins and outs of this field and assists businesses in making the most of their customer relationships.

A CRM Developer can help a business in many ways-from creating custom modules to integrating Rest API interfaces between different applications, software, and systems. This professional can also build data entry teams, create email campaigns, design forms, and help businesses choose the right type of CRM or marketing automation system for them.

Here's some projects that our expert CRM Developer made real:

  • Automation tools that increase efficiency
  • Data collection and analysis to better understand customers
  • API integration to facilitate communication between systems
  • Customized forms to optimize customer service process
  • Email campaigns with personalized messages
  • Automatically scheduling calendar events and much more!

At Freelancer.com, you can find a professional capable of guiding your business throughout the whole process of implementing a CRM system—from conceptualizing it, to adapting it to your own specific needs, to actually putting it into motion. Our experienced CRM developers are up for any challenge. Invite them to join your project today!

From 103,923 reviews, clients rate our CRM Developers 4.87 out of 5 stars.
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    Need an expert in Robotic Process Automation (RPA) to design and implement a system capable of executing multiple tasks including data entry automation, report generation, and workflow automation. Specifics: - Automating data entry - Generating accurate reports - Automating workflows - Incorporating process automation The RPA system should be equipped to process a moderate amount of data ranging from 100MB to 1GB. In terms of interfacing, it should be compatible with CRM Systems, Email Servers, Databases as well as ERP systems. Ideal Skills and Experience: - Extensive knowledge and experience with RPA tools - Proven track record in designing and implementing RPA solutions - Ability to handle data of 100MB to 1GB - Experience with CRM, Email Systems, Databases and ERP systems - Strong ...

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    I am looking for an experienced tutor to help me prepare for the NetSuite SuiteFoundation certification exam. As a professional eager to advance my skills in NetSuite, I need guidance on the following: • Understanding the foundational aspects of NetSuite. • Completing setup tasks and managing standard process flows. • Preparing for the types of questions that will appear on the exam. I am particularly interested in someone who has successfully passed the SuiteFoundation exam and has experience teaching or tutoring others. If you have a strong grasp of the NetSuite platform and can provide personalized study plans, practice questions, and in-depth explanations, please get in touch. I'm in the EST time zone. As long as the sessions are not between 12 AM and 9 AM, an...

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    Seeking an experienced technician certified in Act Pro or Premier, or with equivalent practical experience, to assist with two specific tasks. The initial task involves straightforward adjustments and is expected to take no more than 2 hours. This will include basic syncing and troubleshooting without the need for any script writing or programming. The ideal candidate must have a strong background in handling Act’s built-in functionalities, particularly for versions around 21. Can you handle this? Please outline your experience with Act software.

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    The Paper Cup Manufacturing System is designed to manage inventory, production, and sales for a paper cup factory. It tracks raw materials, finished products, and their movements, including purchase, usage, and sales. The system allows for barcode scanning, consumption tracking, and detailed reporting on inventory, production, and sales. It also features a sales screen for recording customer information and printing customized invoices, as well as customer management capabilities for tracking sales history and segmenting customers for marketing.

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    I'm looking for an experienced Zoho CRM expert who can help me customize and set up my CRM to meet my business needs. Key Customization Areas: - **Contact Management**: I would like my contacts to be organized by the date they were added to the system. - **Lead Management**: I need specific information tracked for each lead, including interaction history and progress notes. - **Sales Pipeline Tracking**: I require assistance in setting up a sales pipeline that aligns with my business model. - **Installer Documents**: I want the ability to attach relevant installer documents to each file for easy reference. Ideal Skills: - Strong experience with Zoho CRM customization and implementation. - Ability to work with me to understand my business and customize the CRM to match my workflows. ...

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    I'm in urgent need of a seasoned developer to support me in configuring an API for my ATS/CRM system, Ceipal. We need this API integration for the current website: Here are the key aspects of the project: - **Integration with existing systems**: I require seamless integration between Ceipal and other systems within my business. Your expertise in this area will be pivotal in ensuring fluid data flow and system operation. - **Data extraction and synchronization**: Your responsibility will extend to setting up a reliable data extraction mechanism and ensuring that it's synchronized efficiently with Ceipal. This is crucial for the ongoing operational success of our systems. - **API customization**: I'm looking for a professional who can customize the API functiona...

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    Trophy icon Hubspot, CRM & Marketing Overhaul 2 days left

    I'm seeking a skilled professional who can streamline internal processes across my life insurance business. This will focus on enhancing our Hubspot, CRM, and marketing strategies. Key Elements: - **Workflow Automation**: I need these systems to work seamlessly together, ensuring we're not wasting time on manual tasks. - **Lead Tracking & Management**: I need to improve the way we monitor leads, from their first touchpoint right through to conversion. - **Email Automation**: Specifically, I need assistance in improving our email automation. Ensuring the right emails reach the right leads at the right time. - **Task Assignment & Tracking**: I want to better track tasks and have them assigned effectively, making sure no lead is left unattended. - **Lead Scoring**: This...

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    perfex crm customization 6 days left
    VERIFIED

    need to develop some custom modules on perfex crm.

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    I'm looking to set up Twilio for call tracking to drive lead generation efforts for my business. Key Requirements: - Implement Twilio as the primary call tracking and recording platform - Optimize the system to effectively capture leads through phone calls - Ensure the system is user-friendly for tracking and analyzing call data - Set up Twilio to facilitate automated messages and responses, enhancing the overall lead generation process Ideal Skills and Experience: - Extensive experience with Twilio - Proven track record in setting up call tracking systems for lead generation - Familiarity with CRM integration for further lead nurturing could be beneficial - Strong understanding of user experience and interface design to ensure the system is intuitive to use

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    I am in need of a skilled professional to help with generating leads and booking for our family-oriented koala experience. - TARGET AUDIENCE: Our primary target market is families. - BOOKING FEATURES: The most crucial features for this project include Online Payment, Schedule Flexibility, and Multi-language Support. - LEAD GENERATION: You will also be required to set up Customer Contact Forms, Lead Tracking System, and integrate them with our CRM software to streamline the process. Ideal skills for this project include lead generation, booking and scheduling, cold calling, and experience in integrating booking systems with CRM software. A deep understanding of the family market and fluency in multiple languages would be a huge plus.

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    I need an Excel-based program developed that can carry out three major functions for both custom and standard cabinets in my cabinet-making business. Features include: - Price Calculation: The program will need to calculate prices based on inputs of cabinet dimensions, material types and costs, and labor hours and costs. All these inputs are critical to accurately quote a project. - Material Inventory Management: The program must be able to monitor and manage the materials used in production. An added advantage for freelancers with experience in inventory management system integration. - Customer Information Tracking: In addition, keeping track of customer information within the same program will be very advantageous for effective CRM. - The program must be able to produce tables that...

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    I'm in need of a professional that specializes in ZOHO automation and streamlining. The goal is to simplify our ZOHO One system and automate the process of entering information from our 3D building design tool from Zappier INTO our workorders that are in Zoho One Key deliverables include: - Streamlining ZOHO One: The system should be easy to navigate and use for our sales team. - Automating data entry: Information from our multiple manufacture 3d building design (web hook with zappier is in place importing into Zoho; though errors on some applications are showing) that same information should be put into Excel and PDF workorders and automatically transferred into ZOHO One. - Updating existing records: Whenever new information is available, it should be automatically updated in the ex...

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    Job Description: We are seeking motivated and results-driven sales representatives to promote and sell our innovative SaaS product, DemoDazzle, on a commission-based sales. Responsibilities include identifying and reaching out to potential customers, presenting and demonstrating the value of DemoDazzle, closing sales, and achieving monthly targets. The ideal candidate should have proven experience in sales, excellent communication skills, and a strong work ethic. Earnings will be based on a lucrative commission structure detailed in the project description. Please note that the budget has been set to minimum commission earning that someone can do but it is not limited and it depends on individual capabilities. About DemoDazzle: DemoDazzle is an innovative SaaS platform designed to stre...

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    I'm in the process of starting a new healthcare enterprise and urgently require a skilled female telemarketer to assist with sales and customer conversion. The ideal candidate should be proficient in both English and Hindi, as we may be targeting a diverse group of potential leads. Key Responsibilities: - Conducting sales calls to potential leads - Converting potential leads into customers - Working remotely The project is of the utmost urgency. I require someone who can commence work immediately and can deliver results promptly. The project falls within the Healthcare industry, so prior experience or familiarity with this sector will be highly beneficial. Skills in telemarketing, customer service, and sales will also be vital for this role. Please ensure you are able to comm...

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    I am in need of an experienced Zoho One automation specialist to set up a seamless, automated workflow between various Zoho applications. Key aspects of this project include: - Zoho Form to Zoho Sheets: I would like form submissions to be automatically transferred to Zoho Sheets. The process should be reliable and ensure that no data is lost. - Zoho WorkDrive to Zoho Bigin: The primary goal here is to sync contacts and deals information between these two platforms. This integration should be smooth, accurate and ensure that data is consistently updated. - Schedule message to Telegram: It's important that scheduled messages are sent out as per the defined timeline. You will need to ensure that this process is error-free and that all messages are sent out successfully. - Handle repl...

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    I am looking for a professional with expertise in Zoho CRM to help me set up the database for my business. Key Responsibilities: - Create and configure the initial database according to our business needs and specifications. Ideal Candidate: - Experienced Zoho CRM specialist with good knowledge of database setup. - Strong attention to detail to ensure that the database is correctly structured. Please note that while I will need help initially in setting up the database, I will be managing and updating it myself thereafter.

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    I am the founder of a small business looking to implement a CRM system for the first time. I'm seeking an experienced consultant in this area to help us with the following: - Understand and define the CRM's role: We are specifically aiming to use the system to increase sales efficiency and streamline internal processes. Your consultancy will guide us on how best to achieve these goals. - Develop a roadmap: We have never used a CRM system before. Your role would involve creating a clear, manageable plan that allows us to get the system up and running effectively without disrupting our current operations. - Training and support: As we are a small team, we need to ensure that everyone is comfortable and effective in using the new system. You will need to provide training and ongoin...

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    I need a Zoho expert with a strong command of Zoho One (Zoho People, Zoho Books, and Zoho CRM). The project involves: - Managing data entry across these Zoho tools - Customizing and configuring the settings to align with our specific needs - Generating analytical reports for decision-making - Implementing data into our current system Additionally, I will need training during the implementation process. I need this task to be completed quickly and efficiently with high accuracy. The freelance candidate should have experience in Zoho, especially in People, Books, and CRM. The first phase1 will focus on implementing Zoho People from scratch. If all goes well, then the scope will be expanded to cover customizing Zoho Books and CRM as needed. Budget: 10$ to 40$/ hour

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    I'm seeking a developer to create a CRM system that can streamline my cooking gas deliveries. The CRM should be accessible from a variety of platforms: phone, a custom app, and website. Key features include GPS-based task prioritization, real-time tracking, private driver rating (by management and customers), gamification aspects, email notifications, and end-to-end payment processing. Ideal applicants should possess strong background in: - CRM development - Mobile app development - Web development - Payment processing integration - Data privacy and security Freelancers interested should provide comprehensive project proposals demonstrating their understanding of the project and how they plan to execute it. If you have successfully developed similar systems in the past, it will be...

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    ODOO CRM Module Expert Needed 3 days left
    VERIFIED

    If you can't show examples of Odoo CRM expertise, please do not apply to this request. I am launching a personal website and would like someone who understands the Odoo CRM module to integrate an existing Contact Form and Profile Form for registered users' follow-up and outbound email notifications. The work is immediate and intended as an MVP (a minimally viable product). It must work and function, but time is of the essence, so keeping it simple is best. You will provide a fixed price quotation and timeline. With written confirmation, the product cost may vary by up to a 10% increase or decrease. Any significant modifications will be handed by a change order request and negotiated cost increase or decrease. The project is short-duration, and payment will be made upon receip...

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    As a small business owner, I'm seeking a skilled professional to set up a seamless integration between HubSpot CRM and RingCentral. Key deliverables: - Integrate call logging and recording feature so that all communication via RingCentral is automatically recorded and logged under the respective contacts in HubSpot CRM - Set up automatic contact synchronization between the two platforms, ensuring that any changes made in one platform are reflected in the other - Implement real-time activity tracking to monitor how each contact is engaging with our business Specific requirements: - Configuration should be for 1-5 users, so the setup should be scalable but not excessively complex - No custom workflows are needed, but the setup should include sales pipeline automation to streamline ou...

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    ERP CRM REQUEST FOR PROPOSAL 3 days left
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    i am looking for a strong ERP EXPERT TEAM for a request of proposal

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    I am a director of a building company I have set up a template on asana, most of our tasks are very similar for each different building projects we complete i need help to automate as many tasks as possible and help with creating a system/process that is the same for every job we do. I know there will be ways using asana to create easy processes but i do not know how and need some assistance. I require assistance with the setup of my projects in Asana. I want to create automated processes that will help to manage and streamline my projects. Key project requirements: - Set up rules and automations in Asana - Assign tasks based on project status, specifically after dependencies - Consider task completion as the main dependency for assigning tasks - Trigger the assignment of the next tas...

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    I'm in need of a Quickbooks expert who can proficiently handle various functions within Quickbooks, from basic account management, invoicing, expense tracking, report generation, inventory management, all the way to preparing Excel-based price lists and comparing them. Key Responsibilities: - Efficiently manage accounts, invoices, expenses, reports, and inventory within Quickbooks. - Export data to Excel to prepare detailed price lists and compare them. - Provide expert insight and solutions for UK VAT reconciliation. - Handle additional Quickbooks functions including but not limited to tracking sales, payroll management, budgeting and forecasting, bank reconciliation, managing tax returns, purchase management, CRM, project management, data analysis and reporting, and data migration...

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    We’re looking to get a Video call in to a “PBX” call center or a similar setup. The call will come from a Android OS, coded in Flutter. It's vital that you have experience and a deep understanding of the Agora SDK or Video SDK as this is the core technology we'd like to utilize for this project. Customer Initiates a Video call using Agora SDK: User Initiates a Video/audio call using Agora SDK/Video SDK to start a video call from the customer to a call center. The customer will join a video channel created using the Agora SDK. Check for Available Agent: Before allowing the customer to join the channel, check backend to see if there is an available call center agent. Our backend should manage which agents are on calls and which are free. If Agent is Unavail...

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    I am seeking a professional who can help me integrate Dynamics 365 Customer Service into my business to improve customer service. This is a fresh implementation as we are currently not using any CRM system. Key Requirements: - Implementation of Dynamics 365 Customer Service - Customization to fit my business processes - Conducting user training on the new system - Ensuring data migration from existing systems - Post-implementation support and maintenance Ideal Experience: - Strong background in Dynamics 365 CRM implementations - Proven track record of integrating CRM systems - Excellent understanding of customer service processes and requirements - Ability to train and support users - Past experience in data migration - Demonstrable problem-solving skills I am looking for someone who c...

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    I'm seeking an experienced ZOHO professional capable of implementing comprehensive customizations on ZOHO CRM, Books, and Projects. Key Responsibilities: - Customize and implement ZOHO CRM, Books, and Projects to suit my business needs. - Ensure seamless synchronization between the different ZOHO applications. Ideal Candidate: - Extensive experience working with ZOHO CRM, Books, and Projects. - Expert in comprehensive ZOHO customizations. - Excellent problem-solving skills and detail-oriented. Application requirements: - Please provide detailed project proposals showcasing your approach towards this project. Looking forward to your insightful applications!

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    Zoho to Odoo CRM Migration 2 days left
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    I'm looking for a skilled freelancer who can help me migrate my CRM from Zoho to Odoo. Here's what I need: - Migrate all data including leads, contacts, opportunities, and customer information to Odoo. - Customize Odoo to match the features and functionality I'm currently using in Zoho, with a particular focus on the Sales and CRM modules and the Inventory and Purchase modules. The ideal freelancer for this job should have: - Proven experience in CRM migration, preferably from Zoho to Odoo. - Strong understanding of CRM systems, particularly Odoo's Sales and CRM and Inventory and Purchase modules. - Ability to customize Odoo to meet my specific business needs and replicate the features I currently use in Zoho. - Excellent communication skills to ensure a smooth tra...

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    I'm in the process of starting a new healthcare enterprise and urgently require a skilled female telemarketer to assist with sales and customer conversion. The ideal candidate should be proficient in both English and Hindi, as we may be targeting a diverse group of potential leads. Key Responsibilities: - Conducting sales calls to potential leads - Converting potential leads into customers - Working remotely The project is of the utmost urgency. I require someone who can commence work immediately and can deliver results promptly. The project falls within the Healthcare industry, so prior experience or familiarity with this sector will be highly beneficial. Skills in telemarketing, customer service, and sales will also be vital for this role. Please ensure you are able to comm...

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    I'm looking for a salesperson in the Charlotte, NC area experienced in promoting commercial cleaning services, specifically in the offices, healthcare, and industrial sectors. Responsibilities include: - Driving sales for our regular cleaning services, deep cleaning services, carpet cleaning, and construction cleaning. - Familiarity with these sectors and a proven track record in sales is essential. The ideal candidate should have: - 1-3 years of experience in the commercial cleaning industry. (will consider other service sector experience) - Experience in B2B sales and the ability to identify potential opportunities in these sectors. - Excellent communication skills and relationship building. This is a great opportunity for individuals who understand the intricacies of commercia...

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    I need an experienced chatbot developer to create a chatbot for my e-commerce platform, Make.com. The chatbot should have the following features: - Integration: The chatbot needs to be integrated with our CRM system. This will allow us to track customer interactions and provide personalized responses. - Functionality: While the primary function of the chatbot should be FAQ retrieval, it should also possess natural language processing capabilities. Users should be able to engage with it in a conversational manner. The ideal candidate should have experience in chatbot development, particularly on e-commerce platforms. A background in CRM system integration would be highly advantageous. Good communication skills are also essential, as we may need to work together to refine the bot's ...

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    for garage door company that located in phoenix arizona we are looking for : I am in need of a full-time secretary to assist me with various tasks. The ideal candidate would have experience in data entry and be able to manage my calendar and emails efficiently. Some of the tasks that I need assistance with include: - Scheduling appointments and meetings - Answering phone calls and responding to emails - Managing my calendar and reminding me of important deadlines - Organizing and maintaining files and records - Performing data entry tasks *the job is for women only must have perfect english spanish speaker will be bonus

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    I'm looking for a skilled professional to set up and configure automation workflows using Zapier. The main tasks include integrating Bigin (Zoho CRM) with Whatsapp Business, website backend for lead capture, and Mailchimp for email marketing. Below you will find more specific requirements for this project. - **Integrating Bigin with Whatsapp Business and Website Backend:** It's crucial to establish a smooth connection between Bigin and Whatsapp Business for effective customer communication and lead management. The integration with the website backend should ensure seamless lead capture through a contact form. - **WhatsApp Business API Features:** The integration with WhatsApp should enable sending automated messages, handling customer queries and crafting chatbots. - **Mailchi...

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    I am in need of a professional who can assist me in automating the login process of my CRM system, and subsequently printing a specific web page. This task requires the following: - Automating the login process: I would like the freelancer to develop a script that can log into my CRM system automatically using a specified username and password. - Printing the user profile page: Following the successful login, the designated web page to be printed is the profile page of the logged-in user. The final product should be able to automatically print the user profile page every time the CRM system is accessed. Ideal candidates for this project should possess the following skills and experience: - Proficiency in CRM systems and web automation - Experience in scripting for web tasks - Strong c...

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    I am in need of a professional who can assist me in automating the login process of my CRM system, and subsequently printing a specific web page. This task requires the following: - Automating the login process: I would like the freelancer to develop a script that can log into my CRM system automatically using a specified username and password. - Printing the user profile page: Following the successful login, the designated web page to be printed is the profile page of the logged-in user. The final product should be able to automatically print the user profile page every time the CRM system is accessed. Ideal candidates for this project should possess the following skills and experience: - Proficiency in CRM systems and web automation - Experience in scripting for web tasks - Strong c...

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    I'm looking for a data professional to help clean and enrich a list of marketing managers, specifically in the marine industry. The goal is to prepare the data for import into Zoho, so knowledge of this CRM platform is a plus. The project involves several key tasks: - **Data Cleaning**: The existing list needs to be thoroughly cleaned. This includes removing duplicates, correcting any errors, and ensuring consistency in the data fields. - **Data Enrichment**: For each marketing manager entry, the job title and LinkedIn profile URL need to be added. This will require some research and data mining skills, as well as an understanding of what constitutes a good source for this type of information. - **Zoho Import Formatting**: The final step will be formatting the data according to ...

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    We are seeking an experienced freelance consultant to assist with our migration from AX Dynamics 2012 to D365 Finance & Operations (F&O). The primary focus will be on providing consultation and feasibility analysis for the payroll and attendance modules. The ideal candidate will have deep experience in D365 F&O and be able to provide expert guidance and answer our questions throughout the migration process. Responsibilities: - Assess our current AX Dynamics 2012 setup for payroll and attendance. - Provide expert consultation on the migration process to D365 F&O. - Conduct feasibility analysis for migrating payroll and attendance modules. - Answer specific questions related to the payroll and attendance modules in D365. - Advise on best practices and potential challenges d...

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    We are seeking a highly motivated and results-oriented freelance Sales Development Representative (SDR) to join our sales team on an hourly basis. The SDR will play a crucial role in identifying and qualifying potential customers, setting up meetings for our sales executives, and contributing to the growth of Contractzy in the US market. Key Responsibilities: Prospecting and Lead Generation: Identify and research potential customers through various channels, including social media, online databases, and industry events. Cold Outreach: Conduct outbound calls, emails, and social media messages to engage potential customers and introduce them to Contractzy’s contract management solutions. Qualifying Leads: Assess the needs and challenges of potential customers to determine if they are ...

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    I'm in need of a seasoned digital marketing expert to strategize and execute a comprehensive digital marketing campaign for B2C furniture website. Key Responsibilities: - Utilize Search Engine Optimization, Social Media Advertising, Ads Management, Website Optimization, Performance Marketing, CRM and ORM Management to enhance the website. - Increase website traffic and improve search engine rankings. - Enhance brand awareness among Millennials, Parents and Seniors. Ideal Candidate: - Proven experience in digital marketing for B2C websites. - Extensive knowledge in the mentioned digital marketing channels. - Ability to tailor marketing strategies to different target audiences. - Strong track record of increasing website traffic and improving search engine rankings. - Experience wor...

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    Hi, I'm searching for a developer who can complete this 2 task for my Perfex CRM installation: 1) In all Sales Section, when creating a new sale item (Proposal, Estimates, Invoices), add after the product table selection a fixed product instance that has a price and should be like the other products but selectable with a checkbox input. Here an example of how I imagine the workflow: Open the CRM > Open a Sales Section, for example Estimates > Compile all the field > Choose the Item Product "Fiat Panda" > I see the price of the cars and all the details for the qty selected > Select a fixed product "Insurance" that should be visible like a checkbox with his name and his price "Insurance: 100€". In the table of total price I should see ...

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    We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (We would do this via WordPress by our own) 2. we check the request in an “admin area” and distribute the anonymized lead the a...

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    Hi, I'm searching for a developer who can complete this task for my Perfex CRM installation: In Items (product) add a variant mechanism where I can create an father item and after that some child items. Here an example. My CRM is about cars: Fiat Panda is the father item and has like child some variants like Kilometers (10000, 20000, ecc...), Time (12 month, 24 month, ecc..), Status (New, KM0, Used). In the backend the admin should create, for each father item, customizable child variant. Each variant has a custom price set on the variant. This should be correlated to proposal, estimates and invoices, in these areas I need to choose first the father item and after it's variant,. for example: Fiat Panda 10000 - 12 month - New. In the Item general table I should see a row for...

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    I'm seeking a qualified developer to modify our existing WhatsApp chatbot menu. The tasks primarily involve altering the textual content and restructuring the sequence of options, for an enhanced and more intuitive user interaction. While previous experience with WhatsApp chatbots and Salesforce platform would be advantageous, the ability to follow instructions and deliver quality work are imperative. Time is of the essence, but quality is also very important. The task should ideally be completed within a month time frame.

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    I'm seeking to transition to the Odoo ERP system for my retail business, as we currently do not use any software for management purposes. With our growing need for advanced features, we are optimistic about what the Odoo ERP has to offer to refine and streamline our business processes. For this project, we ideally need freelancers skilled in Odoo ERP implementation with particular experience in retail businesses. The system should incorporate the following: - Inventory Management: To track, monitor, and manage our product inventory in real-time and reduce human error. - Sales and Purchase Management: To manage, analyze, and optimize our sales & purchasing operations, providing us with critical insights to drive profitability and efficiency. - Customer Relationshi...

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    I'm seeking a professional to set up Zoho CRM for my small team. The primary tasks include: - Configuring Zoho CRM for a maximum of 10 users. Experience in handling small team setups is a bonus but not a requirement. - The CRM should be equipped to primarily serve in lead generation and customer data analysis. Therefore, a proven background in these areas is a necessity. Approach this bid if you're well-versed with Zoho CRM and its capabilities. More than just the setup, understanding how to exploit the software to meet our specific needs is key. We're looking forward to working with you.

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    for garage door company that located in phoenix arizona we are looking for : I am in need of a full-time secretary to assist me with various tasks. The ideal candidate would have experience in data entry and be able to manage my calendar and emails efficiently. Some of the tasks that I need assistance with include: - Scheduling appointments and meetings - Answering phone calls and responding to emails - Managing my calendar and reminding me of important deadlines - Organizing and maintaining files and records - Performing data entry tasks *the job is for women only must have perfect english spanish speaker will be bonus

    $18 / hr (Avg Bid)
    $18 / hr Avg Bid
    29 bids

    I require the services of a programmer well versed in Zoho CRM and Laravel to carry out a project to link and sync data between my Laravel project and Zoho CRM. Key Tasks: - Setup and integrate Zoho CRM into my Laravel project. - Ensure a seamless one-way synchronization of data from our Laravel project to Zoho CRM. Data Syncing: - The data to be synced will be primarily customer data. Ideal Freelancer Should Have: - Expertise working with Zoho CRM and Laravel. - Previous experience in data syncing between different platforms. - Ability to complete the task efficiently and effectively.

    $96 (Avg Bid)
    $96 Avg Bid
    26 bids

    I am looking for experts in Perfex CRM to help create customized modules for three key departments within the organization: Sales, Customer Support, and Marketing. Key deliverables include: - Custom module development for Sales, Customer Support, and Marketing - Seamless integration of these new modules into our existing Perfex CRM system For the Sales Department, the custom modules should have the following functionalities: - Lead management - Sales pipeline tracking - Quotation generation For the Customer Support Department, the custom modules should have the following functionalities: - Ticket management - Customer database - Knowledge base Ideal candidates should have: - Proven experience in developing custom modules for Perfex CRM - In-depth understanding of Sales and Customer Su...

    $753 (Avg Bid)
    $753 Avg Bid
    38 bids

    I have a project that involves integrating Zoho CRM and automating the synchronization of contact details from Zoho Bigin, Zoho Contact, and Zoho CRM. The primary focus is on Zoho CRM, which should be the main platform for all contact details to be aggregated. To facilitate communication with these contacts, I need to set up an automated system that schedules messages to both Telegram and Email. This system should also include follow-up messages for non-replies from both channels. Key requirements: - Strong expertise in Zoho CRM and its integration with other Zoho products - Proficiency in setting up automated systems for contact synchronization - Experience in developing messaging systems that integrate both Telegram and Email - Ability to create follow-up mechanisms for non-replies T...

    $291 (Avg Bid)
    $291 Avg Bid
    24 bids

    I'm looking for an expert to assist with data migration and onboarding of new contacts. Specifically: - Data Migration: I need all existing data from Onedrive, Dropbox, and Google Drive to be efficiently transferred to our Zoho system. The ideal method for this would be direct transfer. - New Contacts Onboarding: The new contacts that we receive through Zoho Forms need to be categorized. This involves understanding the primary purpose of each contact, mainly for marketing. The ideal candidate should be well-versed in data migration and Zoho system for managing contacts. Experience in marketing categorization is a plus. The ability to handle information from multiple platforms and ensure it's correctly sorted into our system is crucial.

    $292 (Avg Bid)
    $292 Avg Bid
    30 bids

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