Build a crmεργασίες

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

...challenges. A proven track record in setting high volumes of appointments would be greatly appreciated. - Other Information: Most importantly, must be comfortable to take the initiative to register the lead for the webinar right over the phone by helping them decide which day will work best, pulling up the Zoom link and registering them for the webinar of their choice. This is more assertive and expected than simply sending them the Zoom link to enroll and hope they do. Lastly, 150 leads received emails inviting them to the webinar on 4/11/24. All leads are former attendees of various bridal shows throughout New Jersey and may or may not have been recently married so invite their spouse, their maid of honor, their mom to attend webinar and join the fitness challenge with them. H...

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

I need a freelancer with expertise in installing SuiteCRM v. 7.10.4 on a Linux operating system. The aim of this project is to ensure a sophisticated and smoothly running CRM solution at the earliest. Specifically, here's what I'm looking for: - Speed: The project should be completed ASAP. Please only bid if you're able to deliver within a short time frame. - Expertise: You should have past experience installing SuiteCRM, particularly on Linux. We will: Set up SQL database Provide database username and password. Provide cPanel access The project is to install SuiteCRM v. 7.10.4 No modifications or importing of data is needed Set up one Admin account – we will provide a username and password When your installation is comple...

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...

Seeking a professional with extensive knowledge in ISO 27001 certification, with the ability to evaluate our data security management and risk assessment processes. Your goal will be to guide us through the certification process. Skills and Experience Needed: - Understanding of relevant ISO standards - Experience with data security management - Ability to perform risk assessment Project Details: - Our data security management and risk assessment processes are well-defined and documented. - We need certification in Data security management and Risk assessment and treatment. - Please note that at present there are no formal audit processes in place, you will need to implement these. Potential applicants should have a record of successful ISO 27001 certification projects and...

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...

I need a WordPress designer who can solve two specific issues. I need someone who knows how to use Elementor, Houzez Theme and CRM (with XML format) automatic imports. I require assistance with integrating specific functionalities: · Including a customized search page that allows users to filter by categories and provides advanced search options. · Implementing a customized template for automatic uploaded properties with a CRM (template is already designed). Key Requirements: - Strong experience in crafting business websites on WordPress - Proficiency in implementing a custom search page functionality - Expertise in strategizing advanced search options and category-based filtration - Elementor and Houzez Templates The ide...

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 marke...

I'm seeking an experienced CRM software developer to create a customized solution for my company. Key Features: - Customer Contact Management: The software should facilitate effective organization and tracking of our customer contacts. - Email Marketing Capabilities: Integration with our email marketing efforts, allowing us to streamline and automate our campaigns. - Sales Tracking and Reporting: Robust tools for monitoring sales activities and generating comprehensive reports. Additionally, successful applicants should have the following: - Experience in CRM software development, ideally with a portfolio of past projects to showcase. - A comprehensive understanding of the needs of customer service representatives, as this will be the primary user...

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...

We need a proficient ERPNext developer or implementation specialist to help with integration and utilization of different modules including Sales, Inventory, Purchasing, CRM, BoM, and the Healthcare Module. We would like to integrate with Zenoti, our current platform. Zenoti currently recommend NetSuite but the implementation would require multiple third-party tools and vendors with significant cost. The project requires immediate attention and is desired for deployment within next month. We are looking for an ongoing relationship to continue support or development needs as the business grows. Ideal Skills: - Comprehensive knowledge of ERPNext and its modules - Previous experience with ERP integration and implementations as well as subject matter expertise to help recomme...

Project is to develop a specific module / function in a Caspio Bridge based Learning Management System for an existing SaaS startup which provides digital transformation for basic supplementary after-school education settings. Further details to follow.

...looking for an expert in both WooCommerce and Elementor to build a dynamic and user-friendly site. Key Requirements: - Customizable product pages which can handle more than 100 different products. - Seamless payment gateway integration. - Sophisticated shipping options. - Incorporation of Zoho CRM, Bigin and Inventory - - Social media sales. Ideal candidates should have experience in WooCommerce, Elementor, and Zoho CRM, demonstrating a clear understanding of how these platforms can be synergized for maximum efficiency and user friendliness. Please include a total sum in your quote. Requirements for website and webstore The site is hosted on Hostinger (), and login will be provided when a contract is done (need your email to set th...

...currently we use form from the CRM but we want to convert it to simple HTML form. When people click schedule demo now it brings them to a new page where the form should be hosted and then to a suvery so we need 2 steps form / survey to match our design of our website. The form should be designed to look like the website, same colors and style. Form Headline; Please fill out the form below First Name Last Name Phone Number Email {Submit} What you see in <> are the placeholders Page 2 Company Name: <Fox’s Plumbing> Industry: <SPA,HVAC, Beauty Salon, Pluming> How much do you spend a month on adverting? <$5,000> - can accept only numbers, must properly show thousands, max should be allowed 10,000,000 How many leads do you get ...

I am seeking an experienced API developer to integrate Zenbooker and ActiveCampaign seamlessly. Primary Tasks: - Develop a strong integration that syncs customer contact data in real-time between the two platforms. - Implement email marketing automation capabilities through this integration. Qualifications: - Proven expertise in API integration specifically with both Zenbooker and ActiveCampaign. - Familiarity with CRM systems and their functionalities. - Reliable and efficient, with a track record of delivering on tight deadlines. The objective is to have a smooth and consistent data flow between the two CRMs, ensuring all customer data is real-time and our marketing automation efforts are efficient.

...Shopify store. Hence, I need the expertise of a professional to determine whether a custom theme or a pre-designed one would suit best considering the nature of my store. I plan to sell physical products, so the selected theme must accommodate this aspect in terms of design and functionality. Moreover, a number of Shopify apps are crucial to the success of my store. The ideal candidate must have the ability to integrate CRM apps, analytics apps, and social media apps. These will aid in managing customer relationships, tracking store performance, and boosting visibility respectively. Ideal Skills and Experience: • Experience in Shopify store setup • Proficiency in app integration • Knowledge of both custom and pre-designed themes &bull...

...comunicación con sus clientes y llegar a nuevos clientes potenciales. La página web contará con las siguientes características: -Diseño moderno y atractivo -Cotización en línea (La página web incluirá un formulario de contacto para que sus clientes puedan solicitar cotizaciones de manera fácil y rápida) -Blog de noticias y consejos -Adaptado a diferentes dispositivos móviles -Botón de WhatsApp -Mapa de localización -Plataformas de fácil gestión -Módulos de seguridad y optimización -Seguimiento del tráfico del sitio para analizar el co...

I'm looking for an expert who can effectively integrate an API from Github on my Wix site to communicate with my Metricwise CRM. This integration is critical to my business. The main functionality we require is the seamless sending of form fills from our website to the webleads section of our CRM. Key Requirements: - Extensive experience with Wix site development - Proficient knowledge of API integrations - Previous experience with Metricwise CRM specifically, and understanding its functionalities - Github experience This project is more than just integration, it's about optimizing my website function in line with my CRM. I value a proactive approach and recommendations to enhance the integration are very welcome.

Company Overview: Fanclap is a dynamic and rapidly growing SMMA Agency company dedicated to delivering exceptional [services/such as web design, SEO, Paid Social Media Ads, And CRM Automation, SAAS. We are seeking an experienced and versatile Executive Assistant who will play a key role in supporting our team and driving the company's growth. If you are a proactive and detail-oriented professional with expertise in Go High Level, WordPress, SEO, paid advertising, sales, graphic design, video design, project management tools, Google Workspace, workflow automation, and business development, we want you on our team. Position Overview: As the Executive Assistant, you will work closely with our leadership team to provide administrative support, manage projects...

I'm looking for a reaonably-price, pre-built plug-and-play Real estate investor package that will work with Podio (preferably). I'd be open to looking at a Zoho package as well. I'm in need of a highly skilled developer who's familiar with Podio Real Estate Investor CRM, and its related third-party tools. The project involves: - Automating Lead Generation: Generates prospects consistently. - Deal Analysis Automation: Offers insightful analysis of potential investments. - Setting up Follow-up Reminders: Prompts to engage with leads at optimal times. - Contract, Letter, Offer, Email Generation: Streamline communication and paperwork. - Performing Financial Calculations: Assists in decision-making. Furthermore, the CRM should be integra...

I am seeking an adept developer or development team to implement a bespoke CRM system for my real estate and construction loan business. This system needs to support fewer than 10 users with intermediate level access control, including roles for Admin, Manager and User. Key Features required are: - Contact Management - Lead Tracking - Project Management - Acquisition Protocol and Management - Property Management - Investor Management Ideal applicants possess proven expertise in CRM systems development and implementation, with particular attention to customisations that cater to the real estate and construction loan industry. I am looking for professionals who can expertly weave these specific features into a reliable, user-friendly system.

I'm seeking an expert who can help me create a custom Excel CRM system tailored for my business. Key Features: - Contact Management: The CRM should allow me to store and manage a database of customer information, including contact details, interactions, and any other relevant information. - Sales Tracking: The system should also help me keep track of sales activities, such as leads, opportunities, and revenue generation. User Base: - The CRM will be used by a small team of 1-10 members. Integrations: - While I currently don't have any specific integrations in mind, a CRM expert who has experience in integrating with other tools or platforms will be preferred. Ideal Skills and Experience: - Proven experience in building...

...aud/h 3rd month and thereafter SCOPE FOR GROWTH: Upon achieving mastery of this role, you will be invited to train for the more senior position, of Operations Manager, which provides a greater salary. Mastery of the admin position might take 6-12 months. About us Steelorama International Pty Ltd is a small but growing company. It has been operating for 20 years. Simple Weddings (). We conduct legal weddings in various cities in Australia, much like a Town Hall wedding. Job Description The job also involves helping the company as whole, through various general Admin duties. It is a complex business but we will spend all the time in the world to train you thoroughly until you feel comfortable in the role. Tasks • Phoning customers based on various crit...

I am looking for a Marketing Assistant to join my team and help me with various marketing tasks across three subbrands of a Wellness Brand. The ideal candidate should have experience in email marketing, SEO, as well as understanding lead generation, landing pages and google ads. You should have an understanding of CRM's, webpage management (Wordpress) and using tech products such as Zapier, Mailchimp and Hubspot (training can be given but tech minded person required) Tasks: - Website management- SEO optimization, design, copy and content updates, creating pages on websites. managing blog - Email marketing: The Marketing Assistant will be responsible for creating and sending email campaigns to potential customers. - Website Target audience: - Potential customers: Th...

...have some experience with ZOHO CRM and now I'm looking for an expert who can provide me with effective coaching. My primary focus areas are Sales Automation and Reports & Dashboards. I have three main goals in mind for using ZOHO CRM: - Increasing sales productivity: I aim to utilize ZOHO CRM to make my sales processes more efficient and streamlined. - Improving customer relationship management: I want to leverage the CRM to enhance my understanding and engagement with my customers. - Analyzing sales performance: I aim to gain actionable insights from the data generated within the system to optimize my sales strategies. To help me achieve these goals, I'm looking for a professional with the following qualities and skills: - Extensive...

I'm seeking a WordPress professional with a sophisticated sense of design who can help me bring my site to its full potential. This project will involve: - Customization of my current themes to achieve a professional, modern aesthetic. - Installation of necessary plugins to enhance website functionality. - Creation of custom post types to refine my content presentation. Completion of the part finished site Ideal skills: - WordPress - Aesthetic understanding - Website Design - Website Development - UI/UX design The website is around 85% complete on design – some updates and general tidy up needed – internal pages will mostly need to be redesigned You will have a 100% understanding of how to set up a multi-vendor or service market...

seeking a front end and back end team to create a proprietary enterprise system that connects with third data providers and underwrites and evaluates real estate properties based on multiple financial models run at the same time to determine highest and best use for future development for that piece of unimproved or improved land parcel. Modeling to be run automatically, with resulting land value will be identified as well as an exit value based on projected expenses meeting a ROI for our investors. Fees will be integrated in the expenses and disposition fees. 3rd party Data inputs (both CSV files and API integration) to seamlessly capture data inputs into the financial modeling. Upon meeting a financial threshold, a report is auto-generated and a...

...outbound partnership manager, I'm seeking a professional who can specifically target the disability industry and establish referral, and co-marketing partnerships in Australia. Role Overview: -Reach out to support coordinators and key stakeholders to establish partnerships. -Utilize phone, email, and meetings to engage with potential partners. -Arrange catch-ups to foster relationships and build trust. -Leverage sales experience and CRM understanding to drive partnership development. -Ideal candidate will have experience in NDIS and disability support services. Requirements: - NATIVE ENGLISH LANGUAGE OR HIGH LEVEL NO ACCENT LANGUAGE SKILLS ARE A PREREQUISITE. -Previous sales experience, particularly in partnership development. -Proficiency in CRM...

Seeking a skilled developer to implement a ready-made CRM (Customer Relationship Management) marketing platform that caters to a large customer base (more than 10,000). Key Project Features: - Email Marketing - Lead Management - Sales Pipeline Tracking Ideal skills and experience: • Proven experience in implementing CRM platforms in large-scale scenarios • Excellent understanding of CRM marketing components, especially in email marketing, lead management, and sales pipeline tracking • Capable of working with ready-made solutions with minimum need for customization Your main task will be to integrate these features into a CRM platform with minimal changes. Consequently, being adept with the aforementioned components ...

Even though I'm completely new to Go High Level, I have an eagerness to learn, particularly in the area of CRM and Workflow Management. Here's what I'm hoping to get out of this project: - Live, one-on-one training sessions that include screenshare - A trainer who has extensive experience with Go High Level Automation, specifically with CRM and Workflow Management - A clear, simple to understand teaching style, that can break down complex concepts for a beginner in this software Ideal candidates for this project will be excellent communicators, patient, and have a knack for teaching software to beginners.

You can bid either by a price per 100 calls, or a price per 4 hour day. As a firm offering financial refunds in the Healthcare sector, we're specifically focused on securing energy refunds for our clients. We're in need of an experienced English-speaking phone appointment setter who can persuasively liaise and secure meetings with prospective clients in the healthcare industry. Your responsibilities would include: - making calls to follow up our email campaign to Nursing Homes - Setting appointments for financial consultation regarding energy refunds - Maintaining a consistent call schedule - Maintaining CRM, database records Ideal Skills and Experience: - Prior experience in appointment setting, specifically in the healthcare or financi...

As a bustling Mortgage company, I'm searching for a dedicated bilingual virtual sales assistant. Must speak English and Spanish fluently. They would be responsible to manage various tasks: - Generating leads: I am particularly interested in someone who can bring in fresh leads and turn them into sales prospects and scheduled appointments. - CRM and Social Media Management: Keeping our CRM system up-to-date is paramount. The ideal candidate will efficiently manage contact details, client communications, and sales leads. Post new social media content daily. - Outbound Sales: A significant part of the role is nurturing leads. Through making outbound calls, follow-ups, sending texts, and emailing flyers and informative details, you'll keep our po...

As a development agency owner, I am seeking a Carrd specialist to assist with the creation of simple websites primarily for early-stage startups. Key Requirements: - I would like a moderate level of customization for these websites. - The preferred starting template for these projects is a 'Business' template. Functionalities: - The websites should include a contact form for user interaction. - Additionally, the websites should have integration capabilities with CRM to ensure seamless data handling. Ideal Skill Set: - Proficiency in Carrd and experience in building websites using this platform. - Understanding of user experience and design principles for creating sleek and effective business websites. - Experience with CRM...

I need a CRM system developer who can create a comprehensive CRM system for my company. - The system should primarily focus on contact management, sales pipeline tracking, and task management. . The project is urgent, so I need someone who can start immediately and complete the project as soon as possible. Ideal skills and experience: - Proven experience in developing CRM systems - Excellent knowledge of contact management, sales pipeline tracking, and task management features - Experience with CRM integrations, particularly with Salesforce, HubSpot, and/or Zoho. - Ability to work under tight deadlines.

I need a CRM system developer who can create a comprehensive CRM system for my company. - The system should primarily focus on contact management, sales pipeline tracking, and task management. . The project is urgent, so I need someone who can start immediately and complete the project as soon as possible. Ideal skills and experience: - Proven experience in developing CRM systems - Excellent knowledge of contact management, sales pipeline tracking, and task management features - Experience with CRM integrations, particularly with Salesforce, HubSpot, and/or Zoho. - Ability to work under tight deadlines.

I'm looking for a skilled developer to integrate a form from GHL Connect with our current CRM. The core task will involve: - Data Synchronization: The main requirement is to synchronize data in real-time between the GHL form and the CRM. - Import/Export Workflow: You should create an automated workflow to import or export data from the form to the CRM. - Data Type: The primary type of data to be synced is contact information. Ideal Skills and Experience: - Expertise in CRM integrations and data synchronization. - Proficiency in creating automated workflows for data import/export. - Specific knowledge or experience with GHL Connect would be advantageous. Your role will be to ensure accurate and efficient data flow between the form and the ...

I am in need of a skilled developer, experienced in CRM integrations. The task at hand involves connecting a form from GHL to CloseGPT CRM, in order to send vital lead information. Scope of Work: - Set up GHL form to effectively capture and send Name, Email, and Phone number to CloseGPT CRM. - Ensure the smooth transfer of data between these two systems. - The purpose is to generate sales leads, so make sure the integration works seamlessly to not miss any potential customer. Required Skills: - Familiarity with GHL form setup - Proficiency in CRM data management - Prior experience with CloseGPT CRM system - Expertise in data transfer between different systems Please submit your bid with prior relevant experience. I look forward to seein...

I am seeking a talented Laravel developer to design a comprehensive ERP Key capabilities desired include: - In-depth knowledge of the Laravel framework, capable of creating reliable and maintainable code. - Familiarity with CRM systems and developing scalable features. - Exceptional problem-solving skills and the ability to understand complex functional and technical requirements. - A history of developing sales pipeline tracking modules or components is a bonus. Look at the attached specification. We have done installations of Laravel and AIMEOS in phase 1 and looking for the developer to do the phase 2 Budget is $100

I have a customer base of Wellness users some of which use Strava on their phone. With their consent I want to be able to access the Strava API to download their activity to my Zoho CRM instance and record all the activity in fields created in Zoho for this purpose. Freelancer requires knowledge of API data requests (Strava experience a plus but this is clearly documented) and knowledge of Zoho CRM for the setup and import of the data.

I want ERP and CRM package software with Saas version standard features and menus. The features I want add python, node js, golang, java, javascript example: The investment I made. I want to receive it as soon as possible. ready package software. or redoing it from scratch. using open source No problem.

I want ERP and CRM package software with Saas version standard features and menus. The features I want add python, node js, golang, java, javascript example: The investment I made. I want to receive it as soon as possible. ready package software. or redoing it from scratch. using open source No problem.

====== ****Email to Case is already working, I need help with Flows, must be able to work on AnyDesk/screen share setup****** ========================== I'm looking for a Salesforce expert who can help me automate the process of updating Account details based on the sender's email address. Requirements: - I want the Account Id to be updated on the Case Object. This should be carried out in real-time whenever an email is received through Email-To-Case. - The system should automatically extract the Account Id from the sender's email address. - The updated Account details must be automatically synced with our Salesforce CRM. -When Case is created thru email-to-case, I wnt to find the matching Account and update the Case's Account to matching Account Id. If...

I'm building an CRM platform for churches. I need help to write a product spec for designers and developers to follow and build according to specification. Below is a working document, the product manager should turn this into a product spec for developers and designers to use as reference.

...to deliver a new website. Unfortunately, my previous company has badly let me down and I need a motivated team who have the capacity to start immodestly and complete the project The website is around 85% complete on design – some updates and general tidy up needed – internal pages will mostly need to be redesigned You will have a 100% understanding of how to set up a multi-vendor or service marketplace ( Depending on how you want to classify this project!) You will work on this as your main project and aim to deliver within 10 days and be online and quickly respond and have a project plan in place to deliver from day 1 You will need to be able to start right away and for this to be your main project until completion. I am on ICT ...

I'm seeking a proficient developer to create a CRM software designed to improve our customer experience. This software should primarily focus on: - Detailed tracking of customer interactions including their personal data. - Effective handling of customer interactions that specifically includes tracking customer emails. Additional features should include: - The ability to send automated text messages with a link to book consultations. - Meticulous recording of these interactions for tracking and improvement purposes. The ideal candidate for this project should possess a wealth of experience in CRM software development and a strong understanding of Privacy Laws considering the sensitivity of customer interaction data. An understanding...

Gestion de leads, campañas automatizadas de whatsapp y email marketing. Generación de plantillas HTML para email y landing pages con IA. Creación de plantillas de mensajes de whatsapp con api de meta whatsapp. Calendarización de envíos. Automatización de mensajes. Calendario de correos y whatsapps. Embudo de ventas Cambio de status de los leads Configuración de Agentes Virtuales con whatsapp. Ya existe una base de modulos y código en github

Take a look at We want to create a website only platform like this one, here are the requirements: -Subscription model, accept payments, easy sign up and pay to subscribe -Course creation -Member area -Sign up and sign in -Ability to have an administrative function to upload quizzes, videos, new material for the subscribers -Similar design & concept to -Ability to integrate to email marketing provider and Hubspot CRM or other CRMs -Ability to get some analytics

Buscamos que puedan configurar métricas, lanzar campañas efectivas y automatizar nuestros procesos de ventas utilizando un CRM. El objetivo principal es centralizar todas las fuentes de datos en un solo lugar y crear un embudo de ventas automatizado para nuestros producto (es una app)