CRM Jobs

Customised ERP to manage sales and invoicing I am looking for a developer to create a customised ERP system that will help me manage my sales and invoicing processes. The ideal candidate will have experience in developing ERP systems and will be able to deliver a high-quality, user-friendly solution. Specific features needed: - Inventory Management: The system should have the capability to track and manage inventory levels. Integration with existing systems or software: - No integration with existing systems or software is required. Budget: - The budget for this project is less than $1000.

We want to use the open source CRM osTicket. But it is missing a couple features we need. We are looking for a developer to add them. Deadline: 4 days Budget: $70

Project Title: Build a Project Based CRM Description: I am looking for a skilled developer to build a project-based CRM system for my business. The CRM should have the following features: - Sales Pipeline Management: The CRM should allow me to track and manage my sales pipeline effectively. Additionally, the CRM system will be used by a small team of 1-10 users. The system does not require integration with any other software or systems. Ideal skills and experience for this job include: - Strong knowledge of CRM development and customization - Experience in building project-based CRM systems - Ability to create a user-friendly and intuitive interface - Familiarity with sales pipeline management techniqu AS FOLLOWS Build a quote follow up tool with CRM functions and online dashboar...

I am seeking a skilled freelancer to elevate the design of my Zoho CRM layout. The objective is to achieve a polished and professional appearance, utilizing all fields provided in the samples. The existing left-side menu structure is to be retained, with a focus on enhancing the visual appeal of each page's fields. When dealing with Credit Card Information, the design need not emulate a traditional credit card unless the freelancer proposes an alternative concept. Notably, three of the images represent the same page, albeit in an extended format. It is imperative that Zoho Canvas templates are avoided when presenting samples. I possess a well-defined design theme that I aim to integrate into the layout, and I am ready to provide examples to assist the freelancer in grasping the des...

I am looking for a freelancer who can help me set up a Hubspot workflow for my real estate business. The ideal candidate should have experience in lead nurturing and be familiar with Hubspot's automation tools. Specific tasks that I want the Hubspot workflow to automate include lead nurturing through email campaigns and social media engagement. Although I have some leads in my existing database, I need assistance in expanding it. The freelancer should be able to help me with lead generation and provide strategies to grow my database. Overall, the freelancer should have strong skills in Hubspot, lead nurturing, and lead generation. They should be able to create an efficient workflow that automates the nurturing process and helps me expand my database.

I am in need of a freelancer to automate our Customer Relationship Management system. Currently, we are using other manual methods to manage our customer relationships, which is not efficient. Ideal Skills and Experience: - Experience in automating Customer Relationship Management systems - Proficiency in developing custom CRM solutions - Strong knowledge of CRM software and tools - Ability to integrate CRM systems with other business systems - Understanding of data management and analysis - Excellent problem-solving skills to identify and address any issues or inefficiencies in the current system The main goal of automating our CRM system is to increase efficiency in managing customer relationships. We want to streamline processes and reduce the time and effort required for manual data...

Hi All, We are looking for resources who can help us with our client project. Requirement 1:- Experience – 12 + yrs Contractor – Long term Start Date – Immediate Budget - 80k Mandatory Skills – Power BI, SSIS,SSRS, CRM application ( Finance , payment gateway modules ) pref MS Dynamics, good knowledge in Snowflake,SQL Requirement 2:- Role 2: SAP Vertex Consultant Type: Contract; 6+ months Location: Remote Exp: 10+Yrs 5PM to 1AM IST Budget - 80k JD: Roles & Responsibilities: Configure and implement SAP Tax Vertex solution to meet the organization's tax compliance requirements. Collaborate with cross-functional teams to gather tax-related requirements and provide expert guidance on tax solutions. Maintain and enhance tax-related configurations within SAP. ...

? Join Our Team at Growth Magnet Studio! ? Are you a backend maestro seeking a remote opportunity? We're searching for a Remote GHL Specialist to be a vital part of our team (Must be from India) Skills Requirements: Proficiently manage backend systems: sub-accounts, user journeys, and website/funnel operations. Expertise in integrating ChatGPT . Proven track record in Twilio and Mailgun integrations for seamless operations. Craft follow-up sequences, ensuring precision, and handling system optimization. Create and maintain robust systems, ensuring flawless performance. Set up Saas accounts, enhancing their functionality for peak efficiency. Automate workflows to streamline operations and enhance productivity. Manage pipelines, opportunities, contacts, and memberships proficiently. ...

I am looking for a freelancer to help me clean up my Follow Up Boss CRM. The specific areas that require cleaning up are the contact database. Requirements: - Experience in Follow Up Boss - Ability to create and edit action plans and automations - Understanding of CRM marketing Skills: - Knowledge of Follow Up Boss CRM - Attention to detail - Strong organizational skills - Creativity would be a great asset - Marketing knowledge preferred If you have experience in creating action plans/workflows and are familiar with Follow Up Boss, please submit your proposal.

Project Title: Fronter Call Leads Industry: Moving Number of Leads: 100-500 per month Preferred Method of Contact: Telephone Skills and Experience: - Experience in lead generation for the moving industry - Strong knowledge of call center operations and best practices - Proficiency in telephone sales and communication skills - Familiarity with CRM software for lead management - Ability to track and analyze lead conversion rates - Excellent organizational and time management skills Project Details: We are seeking a freelancer with experience in generating frontend call leads for our moving business. The ideal candidate will have a strong understanding of the moving industry and be able to generate a consistent flow of qualified leads. Responsibilities: - Develop and implement strate...

I need a crm software I have a plumber company and need this for my customerservice and employees So when a customer cal to us we can make a order in the system with only putting the zipcode and the housenumber and the system make automatic the complete adress, Then you can make a appointment with the customer and put it in the system. Then you can choose in the system which employee will go to the customer and you will send it true an application The employee can log in in the system and get his appointments and when he log in in the system his phone automatically leave the location so the customerservice can see his location and give him other appointments to When the employee is done and finished the job at the customer he can put in the system how and how much the customer have payed...

Rise Customer Management Relationship (CRM) - I am looking for a CRM system with specific features such as lead management, sales forecasting, and customer support. - I prefer a cloud-based CRM system that allows easy access and data storage. - Integration with other systems, such as Twilio etc is needed. - The ideal candidate should have experience in developing and implementing cloud-based CRM systems with the mentioned features. - Knowledge of data security and privacy in cloud-based systems is preferred.

I am looking for a freelancer who can create a custom workflow action for my existing gohighlevel CRM. The specific action I need is to create appointments in the gohighlevel calendar. Ideal Skills and Experience: - Proficient in gohighlevel and its features - Familiarity with gohighlevel calendar functionality

Project Overview: We are seeking a skilled freelancer to spearhead the comprehensive automation setup for our Granite and Marble business. The project involves the configuration of Zoho CRM, implementation of WhatsApp automation using XBOT, development of a user-friendly website, integration of Facebook PIXEL, and the execution of a targeted Facebook Ads campaign. 1. Zoho CRM Setup: Configure Zoho CRM to meet the specific needs of our Granite and Marble business. In-depth customization to ensure smooth automation of business processes. Inclusion of all pertinent business details and data for efficient operations. Integration of Zoho CRM with other relevant tools for a cohesive workflow. 2. WhatsApp Automation Setup with XBOT: Implementation of XBOT for WhatsApp automation to enhance com...

An ERP system that can help us with CRM,Internal work monitoring,Customer care and other operational systems like inventory management along with customised dashboard for live monitoring and reports

I am looking for a freelancer who can create a client dashboard that is synced with our Salesforce CRM. The main feature we need for the dashboard is sales tracking. Please provide examples of your work, otherwise won't consider: > Client Registration Page + Skills and Experience: - Experience with Salesforce CRM and its integration with web applications - Strong knowledge of front-end development and user interface design - Ability to create a visually appealing and user-friendly dashboard based on client's ideas and suggestions

I am looking for a freelancer to help me with setting up Zendesk for my small customer support team. We have 1-10 agents and require some customization of the Zendesk interface, but not extensively. We would also need basic training for our team on how to use Zendesk. Skills and Experience: - Experience in setting up Zendesk for small customer support teams - Knowledge of Zendesk customization options - Ability to provide basic training on Zendesk usage

Project Title: Zoho Creator Barcode Scanning Issue Description: - The client is experiencing a specific issue with barcode scanning in Zoho Creator - They have no error messages or error codes related to the issue - The client has attempted troubleshooting but the problem persists Ideal Skills and Experience: - Proficiency in Zoho Creator and its barcode scanning functionality - Strong troubleshooting skills to identify the root cause of the issue - Knowledge of data integration and API integration with other apps

I am looking for a freelancer who can create a custom workflow action for my existing gohighlevel CRM. The specific action I need is to create appointments in the gohighlevel calendar. Ideal Skills and Experience: - Proficient in gohighlevel and its features - Familiarity with gohighlevel calendar functionality

Description: I am looking for an expert who can customize my GoAutoDial 4 or Vicidial system according to my specific needs and apply my existing theme design to the agent call screen. The main focus of the customization is on reporting, analytics, and the implementation of my current theme design. Specific Requirements for the Project: Customization of the system to provide detailed agent performance analytics. Integration of the system with Excel for generating reports. Application of my existing theme design to the agent call screen. Ideal Skills and Experience for this Job: Strong knowledge of GoAutoDial 4 or Vicidial system. Proficiency in scripting and dialing rules. Experience in CRM integration. Expertise in reporting and analytics, with a focus on agent performance analytics. F...

Mandatory Skills: *Required Salesforce Platform Developer I / Platform Developer II Certified *Good experience in Apex/ VF & LWC skills *Good communication skills Experience -6+ years

We collect data each day, filter it and append some classifications and identifiers to each record. Now we need an email tool that can use these classifications and identifiers to select the email recipients, merge some specific content based upon the classification and send the proper content to the email recipient. Next, we need to manage the email responses. These will include the hard unsubscribe and soft subscribes. The project is better defined in the attached document. The project can be based upon open source or coded. We have been looking at Mautic for the email solution- Our objective is to automate the email tasks. This can be done by creating cron jobs based upon marketing campaigns, to land in inboxes and meet email protocols for proper B2B compliance. Or possib...

I am looking for a freelancer who can help me set up Zoho CRM for my business. The specific features that I need to set up in Zoho CRM are Sales Pipeline Management. I also require custom fields to be created in Zoho CRM to suit my business needs. I am starting fresh with Zoho CRM, so I do not need any assistance with data migration. Ideal skills and experience for this job include: - Strong knowledge and experience in setting up Zoho CRM - Expertise in customizing fields and workflows in Zoho CRM - Familiarity with Sales Pipeline Management in Zoho CRM - Attention to detail and ability to understand and implement specific business requirements

I am looking for a freelancer who can upgrade the current synchronization system that connects Smartsheet and HubSpot. It's working now, but a couple of bugs need to be fixed and all process needs optimization. The main goal of this project is to update deals in HubSpot based on information in Smartsheet. If everything is fine, we will need to connect couple another Sheets to the same HS account. Skills and experience required for this job include: - Proficiency in working with Smartsheet and HubSpot - Knowledge of API integration and data synchronization - Ability to develop a system that can periodically synchronize data between Smartsheet and HubSpot The synchronization is running by demand. If you have experience in and are familiar with Smartsheet and HubSpot, please reach o...

I am looking for an Odoo expert to assist a tour and travel agency with the implementation of the CRM and proposal module. Skills and experience required: - Strong knowledge of Odoo - Experience with implementing the CRM module in Odoo - Ability to provide advice and guidance on the best approach for our specific requirements and challenges. - deep knowledge on tour and travel management WITH Odoo Working: - we will have (paid) meetings - you document our requirements - we agree on them - you estimate - we agree to estimate - we award milestones Budget Our placed budget is a placeholder, place your best hourly rate to get considered

We are seeking a skilled Power Platform Developer with expertise in Power Apps, Microsoft DataVerse, Power Automate, and SPFx. The ideal candidate should have a strong background in designing, documenting, building, and deploying Power Apps and Power Automate flows. The candidate must be well-versed in low-code business application development, Microsoft Power Platform projects, and proficient in programming/scripting languages such as JSON and JavaScript. Responsibilities: Power Apps Development and Maintain existing apps Design and develop Canvas and Model-driven Power Apps using Microsoft Dataverse or other backend data storage models. Implement effective data and Dataverse entity modeling. Power Automate Flows: Design and implement Power Automate flows to automate business proces...

I am looking for a freelancer to provide smartsheet training for my team. Training Agenda: - Although I have a rough idea of the training agenda, I would appreciate the freelancer's expertise in finalizing the details. Familiarity with Smartsheet: - As a beginner, I am seeking a trainer who can provide comprehensive training to help my team understand the basics and functionality of Smartsheet. Training Setting: - I would prefer the training to be conducted in a group setting, allowing my team members to learn and collaborate together. Ideal Skills and Experience: - Strong knowledge and experience in working with Smartsheet - Previous experience in conducting group training sessions - Excellent communication and teaching skills to effectively convey information and ...

We are looking for ongoing support with Pipedrive development, specifically in lead management, reporting and integrations with our other platforms, particularly Zapier and Panda Docs. Pipedrive tasks include: - Automated message changes - Zapier – assisting with setting up new automations and editing existing automations - Organising and categorising leads - Updating lead information/status - Updating settings/dropdowns - Reporting - WhatsApp (API) integration & development: The integration should be one-way communication, allowing users to send messages from our platform to WhatsApp - Form building & integration - Providing advice and guidance on best processes and integrations with Pipedrive Panda Docs tasks include: We are seeking assistance with the specific fe...

I am looking for a software CRM expert who is experienced in Sales forecasting. The specific CRM software that I use is Salesforce, so knowledge and proficiency in this platform is a must. Requirements: - Expertise in Salesforce CRM software - Proven experience in Sales forecasting - Ability to effectively manage leads and contacts - Strong analytical skills to accurately forecast sales Timeline: - This project is urgent and needs to be completed within 1-2 weeks. If you have the necessary skills and can meet the tight deadline, please submit your proposal.

I am looking for a freelancer who can help me set up and integrate Facebook and Snapchat pixel with Zoho CRM for conversion optimization. I currently have all of these systems connected and my main goal with this project is to increase conversion rates. Skills and experience needed: - Strong knowledge and experience in setting up and integrating Facebook and Snapchat pixel with Zoho CRM - Proficiency in troubleshooting and debugging to ensure smooth integration - Expertise in optimization and tracking to maximize conversion rates - Familiarity with customer targeting and tracking customer behavior to optimize conversions

I am looking for a freelancer who can help me update sales orders in Zoho Inventory using the Zoho Inventory API and Zappier. Specific Information to Update: - TAX METHOD Trigger for Update: - Yes, there is a specific trigger that will initiate the update to the sales order. Ideal Skills and Experience: - Proficiency in working with Zoho Inventory and its API - Experience with Zappier and integrating it with Zoho Inventory - Familiarity with Zoho CRM, Finance software, and Email marketing platform If you have the necessary skills and experience, please reach out to discuss further details of the project.

I am looking for a freelancer who can assist me with setting up my CRM on Hubspot. I have a number of Excel lists of customers that I would like to have uploaded into Hubspot so that I can start using Hubspot properly. The Excel lists are just the customer names and I am looking for someone who can add the URL and head office details to each customer so that more information gets populated in Hubspot. Skills and experience needed for this project: - Proficiency in setting up CRM systems, specifically Hubspot - Ability to provide guidance and recommendations for utilizing Hubspot effectively - Excellent communication skills to understand and meet my specific requirements

Description: I am looking for an expert who can customize my GoAutoDial 4 or Vicidial system according to my specific needs and apply my existing theme design to the agent call screen. The main focus of the customization is on reporting, analytics, and the implementation of my current theme design. Specific Requirements for the Project: Customization of the system to provide detailed agent performance analytics. Integration of the system with Excel for generating reports. Application of my existing theme design to the agent call screen. Ideal Skills and Experience for this Job: Strong knowledge of GoAutoDial 4 or Vicidial system. Proficiency in scripting and dialing rules. Experience in CRM integration. Expertise in reporting and analytics, with a focus on agent performance analytics. F...

Project Description: Salesforce Setup I am in need of a freelancer who can assist me in setting up Salesforce specifically for Sales Cloud. Skills and Experience: - Proficient in Salesforce setup and configuration - Experience in setting up Sales Cloud features and functionalities - Knowledge of advanced integrations with Salesforce - Ability to handle complex integrations and custom features within Salesforce The ideal candidate should have expertise in Salesforce setup and configuration, with a focus on Sales Cloud. They should also have experience in advanced integrations and be able to handle complex integration requirements.

I want some solution like CRM for my business. with Admin Dashboard, Where Complaints and Issue related tasks will be allocated, assigned, viewed, and Maintained, and accordingly, Reports can be generated, more additional features are welcome. Before sending me your solution showcasing your previous CRM Software works are much appreciatable.

I want to set up my Click Up account as both a Client Portal & for my own reference. I want the Client Dashboard to include an analytics tracker (I've already created a list of the details that I want). Dashboard also to include a to do list for the client and an overview of the upcoming content calendar. I want it to also include a box for announcements. I have example photos and a done up Notion dashboard. I just want it to be created in Click Up for easy and aesthetic access.

Project Description: I am looking for a CRM solution that focuses on customer support. Features needed: - Customer support functionality - Ability to track customer interactions and tickets - Ticket management and escalation system - Sales analyses - Lead distribution I prefer a cloud-based CRM solution that can be accessed from anywhere. The CRM should be able to accommodate 1-10 users with different access levels. Ideal skills and experience: - Experience in implementing and customizing cloud-based CRM systems - Strong knowledge of customer support processes and best practices - Proficiency in integrating CRM with other systems, such as email marketing tools or help desk software.

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

Necesito un módulo para que sea agregado a la aplicación PERFEX con su respectivo permisos para que se visualice en el panel del cliente. Y se administrado desde el panel administrador. La aplicación consiste en asignar una o varias fundas de seguridad numeradas para cada cliente para que éstas fundas desde el panel de cliente pueda hacer uso por medio de un formulario de ingreso para que ingrese datos de valores en efectivo y cheques por cada funda, y cuando grabe esta funda ya no sea usada y a la vez envíe un mail para indicar que está listo para recoger. A medida que se avance en el proyecto se solicitará más módulos.