Zoho crm macrosεργασίες

I need a seasoned web developer who can maintain this travel website for me. This website shouldn't just be aesthetically pleasing; it needs to be functional and easy to navigate. Key responsibilities: 1. Maintain 2. Upload new itineraries and blogs 3. Redesign web page as and when req... Key responsibilities: 1. Maintain 2. Upload new itineraries and blogs 3. Redesign web page as and when required 4. Reporting, collection and maintenance of data 5. Work with the digital marketing team as and when required. Ideal Candidate: Someone with proven experience developing travel-related websites and incorporating online booking systems. An understanding of CRM in the tourism industry would be a huge advantage.

...to handle a comprehensive API integration for my Perfex CRM. This project aims to streamline our invoicing process, making it more efficient and customizable. Here are the key components and skills required: - **API Integration Expertise**: Strong background in integrating APIs into CRM systems, particularly Perfex CRM. - **Payment Gateway Integration**: Specifically, we need integration with ZRA Smart Invoice. - **Invoicing Features**: Ability to automate invoice generation, customize invoice templates, and ensure seamless operation with third-party payment gateways. - **Problem-Solving Skills**: Aptitude for identifying and resolving compatibility issues between different systems. **Ideal Candidate**: - Experienced with Perfex CRM. - Proven track record ...

I am looking for a skilled Project Manager to help us streamline our processes and ensure client satisfaction from start to finish. Your Role: Onboard...Role: Onboard new clients and gather their project requirements. Develop project timelines and oversee their execution. Input and manage project details within CRMs like or ClickUp. Serve as the main point of contact for clients throughout the project lifecycle. What You Need: Proven experience in project management, especially in a remote or freelance capacity. Strong understanding of CRM tools like and ClickUp. Excellent communication and organizational skills. Ability to manage multiple projects simultaneously with keen attention to detail. A customer-first mindset, ensuring all projects meet client expectations.

I would like to integrade MailerLite with my Yetiforce crm through api key. In the end, I would like to be given a guide so that I can apply it to other yetiforce instance or create a Module ready for import

...my current customer database within our online CRM system TIMELY AND VEND to enhance customer engagement and sales strategies. The project involves re-categorizing or tagging our customers based on detailed criteria to facilitate targeted marketing and sales efforts. **Key Tasks Include:** - **Data Cleaning:** Ensure the customer information is up-to-date and accurately recorded. Duplicate entries and outdated information need to be identified and corrected. - **Re-categorization:** Implement a new tagging system based on customers' purchase history and demographic information. This system should allow for easy segmentation and targeting. - **Integration Check:** Ensure that the new tagging system integrates seamlessly with our existing CRM functionalities and d...

...Formulas**: Crafting formulas tailored to manipulate numerical data, ensuring calculations are streamlined and precise. - **Macro Development**: Building powerful, automated macros to process dates and numbers, enhancing efficiency and reliability. **Data Types**: - Our primary focus will be on enhancing the handling and manipulation of numerical data and dates, ensuring a seamless workflow. **Timeline**: The project needs completion within a month, demanding a dedicated and efficient approach. **Ideal Skills and Experience**: - Proficient in Google Sheets programming - Robust experience in developing custom formulas and macros - A knack for handling numerical data and date functions - Ability to deliver under tight deadlines This project offers the exciting opportuni...

...level with the main goal of generating leads. Our platforms include Facebook, Instagram, YouTube, and LinkedIn. **Key Responsibilities:** - Creating engaging and original content tailored for each platform. - Scheduling posts to maintain a consistent presence across all channels. - Crafting and monitoring targeted ad campaigns to generate leads. **Ideal Skills and Experience:** - Proficient in CRM tools to effectively manage and analyze our social media efforts. - Exceptional communication skills in English and Spanish to interact with our diverse audience. - In-depth knowledge and operational expertise in Facebook, Instagram, YouTube, and LinkedIn. - A creative mind for content creation combined with strategic thinking for post scheduling and ads. - Experience in audience eng...

Role Overview: As a Remote SDR, you'll lead outreach to marketing agencies and SMBs, identifying decision-makers to generate new business through appointments and demos. Suited for someone with 3-5 years of sales experience,...make a significant impact in a dynamic environment and aspiring to grow into sales leadership. Key Responsibilities: ● Perform targeted outreach to key accounts, focusing on decision-makers within marketing agencies and SMBs, usingLinkedIn and cold target email outreach. ● Schedule appointments and book demos, managing your calendar to maximize opportunities. ● Maintain up-to-date records in our CRM, specifically with Go High Level. ● Lead generation and testing of different messaging styles. ● Support the building and acceleration of our sales team pro...

I'm in search of a freelancer with expertise in Zoho One, particularly focusing on the Zoho CRM, Zoho Desk, and Zoho Books modules. While the decision on specific modules to implement has yet to be finalized, the project will require at least moderate customization, including the addition of custom fields and workflows tailored to an educational training institute's needs. Ideal Candidate Skills and Experience: - Profound knowledge of Zoho One suite, especially Zoho CRM, Zoho Desk, and Zoho Books - Proven experience in executing moderate to advanced Zoho CRM customizations - Previous work on Zoho implementations for educational or training institutions is a plus - Ability to suggest and i...

Estoy en busca de un experto en Zoho que me asista en la implementación de este software tanto en España como en Colombia y Mexico Mi proyecto requiere integrar de forma efectiva Zoho CRM y Zoho Books para un equipo de tamaño medio, específicamente entre 10 a 50 usuarios. **Requisitos Clave:** - Profundo conocimiento en Zoho CRM y Zoho Books. - Experiencia previa en proyectos de implementación de Zoho en un contexto bilingüe (Español, inglés ). - Capacidad para adaptar soluciones a las regulaciones locales de España y Colombia. - Excelentes habilidades de comunicación y trabajos anteriores que puedan demostrar su experiencia. **Buscamos a alguien con:** - Habilidad...

...of a proficient PERN developer to set up my PERN application with the Zoho SDK to facilitate efficient data synchronization. Your responsibility will be to make one single api controller for CRUD of products between crm and pern application. This is only for pushing data into crm. After installing the sdk, creating config file and controllers file and directory. You will be responsible for explain the sdk in detail to me. I have sufficient experience in JS and other web development projects to understand without issue. PERN APP: ZOHO SDK: I will provide test env for zoho crm. You are responsible for providing local env to set up your connection

...clientes comerciales en la zona de Prado Norte. - Sólido entendimiento de estrategias de ventas directas y de marketing online específicas para promociones y descuentos. - Habilidad para desarrollar y mantener relaciones fructíferas con los negocios asociados. - Comunicación excepcional y habilidades de presentación adaptadas a las necesidades de cada negocio. - Conocimiento en el uso de herramientas CRM y software de ventas para gestionar relaciones con clientes. **Responsabilidades:** - Identificar y dirigirse a negocios que se beneficiarían de unirse a nuestra plataforma "Comercio Prado Norte". - Implementar estrategias de ventas directas para interactuar con potenciales clientes. - Utilizar técnicas de marketing onli...

I'm looking for a detailed-oriented virtual assistant to efficiently manage 10-20 business calls daily. These interactions are crucial and primarily revolve around customer inquiries and scheduling appointments. Success in thi...inquiries by providing accurate and timely information. - Managing and scheduling appointments accurately in the provided calendar. **Resources Provided:** - A comprehensive availability calendar to manage and schedule appointments effectively. Ideal candidates will have a background in administrative roles or customer service, showcasing their ability to handle similar tasks. Familiarity with CRM software and comfort with multitasking will be advantageous. If you are organized, responsible, and capable of managing confidential information, I encourag...

We're looking for someone who can configure our email campaign software to our CRM via either a webhook or API. We use Reachinbox, which is very similiar to and and have yet to decide on the CRM but are going with either Nutshell CRM or Pipedrive. Please note that Reachinbox is not configured with Zapier yet.

...and optimizing sales funnels. - Ability to integrate payment gateways ensuring a smooth transaction process for users. - Experience with CRM software integration to manage leads and customer interactions efficiently. **Ideal Skills:** - Proficiency in Builderall. - Knowledgeable in payment gateway integration. - Experience with CRM software. - Strong communication skills for effective collaboration. - Ability to provide insights on funnel optimization for higher conversion rates. The successful candidate should demonstrate a portfolio of successful sales funnels created with Builderall, highlighting their expertise in integrating payment solutions and CRM software to streamline the sales process. I am looking for a freelancer who can not only execute the task at h...

I am seeking an experienced developer to customize and integrate Zoho Books, Zoho Projects, and Zoho People for my business. Your primary tasks will include: - Syncing customer contacts across platforms; - Automating invoice generation; - Real-time tracking of project progress; - Effective management of employee records and payroll reports; - Dashboard customization; - Tailoring calendars for public holidays and other business-specific dates. Furthermore, we would be exploring other system capabilities beneficial to my business needs in our future discussions. As such, freelancers with significant experience in integrations for the Zoho Suite have a substantial advantage. Previous work evidence is necessary for consideration.

...facilitate decision-making. **Data & Report Specifications:** - The data to be analyzed is structured and primarily contained within spreadsheets. - Reports should be meticulous, incorporating clear, effective charts and tables that summarize the findings. **Ideal Skills and Experience:** - Proficient in Microsoft Excel, with a strong grasp of its advanced features (e.g., PivotTables, VLOOKUP, and macros). - Experienced in data analysis, particularly in identifying significant trends and translating data into actionable insights. - Ability to create visually appealing charts and graphs that enhance the comprehension of the report. - Excellent attention to detail and a knack for presenting complex data in an accessible format. This project requires someone who is not only t...

I am looking for an experienced developer to work on modifying the existing module of Perfex CRM and developing a new missive app from scratch. The core of this project revolves around enhancing user experience through interface customization, adding innovative features, and ensuring seamless integration with other systems for the CRM module. Simultaneously, the missive app we're envisioning should include functionalities such as real-time messaging, push notifications, and file sharing capabilities to facilitate better communication within our system. **What I Need:** - **Perfex CRM Module Modification:** - Customization of the user interface to improve usability. - Addition of new features that will be detailed further upon project commencement. - Integr...

I'm in need of an experienced Zoho Creator developer to create a custom application dedicated to streamlining my business operations through process automation. My main objective is to enhance efficiency, reduce manual tasks, and ensure workflows are seamlessly automated, leading to a smoother business process. Ideal Skills and Experience: - Proficiency in Zoho Creator with a strong portfolio of custom applications. - Experience in automating business processes within Zoho Creator. - Knowledge in integrating Zoho Creator with other Zoho applications, especially CRM and Books, is a plus. - Strong understanding of data management principles, ensuring secure yet accessible data storage. - Ability to communicate effectively to understand requirem...

Hi I am trying to install Perfex on Siteground. I am stuch on this page. Please help fix this by connecting remotely. Thanks

...software developer to create a CRM system tailored to our specific needs. Our team is set to grow, and we require a system that supports Windows and caters to 11-50 users efficiently. We are looking for a blend of functionality that includes customer data management, sales automation, and integrated marketing tools to streamline our operations and boost productivity. The ideal candidate should have a robust background in: - Developing CRM systems compatible with Windows. - Integrating functionalities such as customer data management, sales automation, and marketing tools. - Creating scalable solutions that can comfortably support a team size of 11-50 users without compromising on performance or speed. Skills and experience in software development, particularly with CR...

...seeking a tutor who can take skills to the next level, focusing especially on formulas and functions, and data analysis and visualization techniques. *********** the project need you to take a Online Class of 10-15 people All the Students are from Pharma sector and are working on Senior manager Level They are more interested in managing their Sales Data rather than any sort of coding in VB or Macros etc The schdule of Class is every saturday 5-7 PM IST for the next 5-7 weeks My budget is 100-1200 per class ************ People who are confident in English and Hindi with MS excel , Should contact me While I already have a good grasp on Excel, I need to further hone my skills to apply more complex formulas and functions, and carry out sophisticated data analysis and visual...

I require a professionally-developed CRM system with key components being customer contact management, sales pipeline tracking, and task & activity management. The solution should possess detailed record-keeping capabilities such as: - Tracking contact information - Recording purchase history - Logging communication history - Managing sales data - Handling payments - Monitoring leads - Managing goods on approval These features need to be designed in a user-friendly manner with absolute ease of navigation. The CRM will not be integrated with any existing software or platforms, and should instead operate as new web based solution which should be responsive. Ideal candidates for this project are those experienced in CRM development with a strong understanding of...

...named "FitTrack," will empower users to track their workouts, monitor their nutrition, and view workout animations to ensure correct exercise form. **Essential Features:** - **Workout Tracking**: Ability to log various types of exercises and track progress over time. - **Nutrition Tracking**: Users should be able to record their daily food intake, view nutritional information, and track their macros to meet dietary goals. - **Workout Animations**: High-quality, easy-to-follow exercise animations to guide users on proper form and technique, enhancing their workout experience and safety. **Ideal Skills and Experience:** - Proficient in Android app development with a solid portfolio of published apps. - Experience with health and fitness applications is highly regarded. ...

Como principales funciones, la capacidad de realizar tareas administrativas que demandan tiempo, armar búsquedas automáticamente con datos del usuario, confeccionar ACM con todas las propiedades cargadas, solapas para acceder a bases de datos de la gente con seguimiento a cada cliente (operaciones hechas documentación personal y propietaria búsquedas e información personal), generación de pop by y Tokens automáticos para fechas festivas con diferentes estilos y firmas del agente, recordatorio de contacto con el cliente con una frecuencia determinada, calendario con tasks y compromisos con alertas, calculadora de plazos e indexaciones, confección de contratos ingresando campos obligatorios. Respecto al perfil del agente tips para aumen...

I'm looking for a skilled developer to create a module for Perfex CRM that manages specific person details. This job will require: - Capturing detailed contact information: This specifically includes name, email, phone number, along with other specifics, thereby requiring proficiency in handling large datasets. - Incorporating space for personal notes: These notes should be organized and presented in a timeline format, calling for experience in UI/UX design to ensure the module is user-friendly. This project requires knowledge and experience with Perfex CRM and programming skills to craft a fully functional, intuitive module. If you can deliver this, I'm ready for a partnership.

I'm ...expertise in MailWizz, ready to take on the challenge managing a full marketing process, solution and delivery HI, I am looking for a mailwizz / email marketing expert to join my team for ongoing projects. I have a mailwizz server set up and running already and want to start utilising in for 3 companies (all separate campaigns) Run mailwizz campaigns Clean and filter data Use hubspot as the crm data source Set up automation (automated emails to be sent several times per year to existing and lapsed clients) Help with all admin, smtp, making sure no blacklists, drip feeding etc Basically, I need someone who can take control of this and run it. It would be a bonus if you can also do the templates write marketing material and assist in those departments but this is...

We are a digital & e-Commerce agency specialised in all digital battlefield, including websites/eshops building, social media, ad placement, SEO, CRM, .email marketing. We are looking for talented individuals who can both dazzle with their graphic design skills and weave compelling website narratives & social media content, all while being fluent in Chinese. **Key Skills and Experience Required:** - **Graphic Design Prowess:** Your portfolio should showcase a wide range of styles and a keen eye for the aesthetic that captures and holds attention. - **Website Design Expertise:** A proven track record in designing user-friendly eshops/websites that not only look beautiful but convert visitors into loyal customers. - **Fluency in Chinese (Mandarin):** The ability t...

We are a digital & e-Commerce agency specialised in all digital battlefield, including websites/eshops building, social media, ad placement, SEO, CRM, .email marketing. We are looking for talented individuals who can both dazzle with their graphic design skills and weave compelling website narratives & social media content, all while being fluent in Chinese. **Key Skills and Experience Required:** - **Graphic Design Prowess:** Your portfolio should showcase a wide range of styles and a keen eye for the aesthetic that captures and holds attention. - **Website Design Expertise:** A proven track record in designing user-friendly eshops/websites that not only look beautiful but convert visitors into loyal customers. - **Fluency in Chinese (Mandarin):** The ability to communic...

I'm seeking a developer to create an enterprise web application focused on chemical and safety data management. - Key Features: This web app should include functionalities of CRM and Project Management, with a particular focus on managing chemical and safety records. - Ideal skills for this job would include: - Strong experience in enterprise software development - Familiarity with CRM and project management systems - Knowledge in chemical safety or similar field would be a plus Your main task will be translating my specific needs into a streamlined, user-friendly application. Proven experience in related projects is highly valued.

I am seeking an experienced C# developer to replicate an existing advanced-level Excel VBA project which is utilized for data analysis. The ideal candidate should be highly proficient in: - Working with complex calculations, dependencies, and macros in Excel VBA - Implementing these skills within a C# environment - Handling data importation from files and web scraping in C# The task at hand involves transferring the functionality of the Excel VBA project into a new C# application. This includes, but is not limited to: - Replication of all advanced-level functions, calculations and operations - Ensuring data can be imported from a file - Efficiently executing data analysis tasks This project requires an expert understanding of both Excel VBA and C#, and a keen attention to detai...

I am in search of an experienced s...years of sales experience, with at least 1 year focused on the household goods sector. - Familiarity with the water industry's regulatory environment and market trends. - Experience in working directly with retail managers and buyers. - Robust understanding of consumer demographics and buying behaviors within the household market segment. - Proficiency in sales and customer relationship management (CRM) software. Ideal candidates will demonstrate a passion for sustainability and innovation in the water industry, coupled with exceptional interpersonal skills to foster and maintain productive retail relationships. Your contributions will be pivotal in expanding our footprint in the household market segment, driving both revenue growth and bra...

I'm in need of a highly skilled Vue.js developer who can create a simplified customer relationship management (CRM) system from scratch tailored specifically for car workshops. The ideal candidate should have a strong foundation of Vue.js and a solid understanding of CRM systems. Key Responsibilities: - Construct a CRM system from scratch utilizing Vue.js - Implement an invoice management feature Necessary Skills: - Proficient in Vue.js - Experience in developing CRM systems - Familiarity with customer databases and invoice management This is an exciting opportunity for a Vue.js developer to showcase their proficiencies and make a significant impact on an indispensable tool for car workshops. If you think you could thrive in this project, challenge your...

I need to implement a control of vacations and pending hours (hours bag) in perfex crm. I attach a pdf with all the specifications. Don't waste time sending proposals for work hours. Fixed price and completion date. It has to be an installable module, it cannot work like the Perfex in question. An advance could be given if necessary.

...email marketing, direct calls, and social media outreach. - *Strategic Thinking:* Ability to devise and execute sales strategies that align with our brand. - *Communication Skills:* Exceptional interpersonal and negotiation skills. - *Tech-Savvy:* Adept at using CRM software, social media platforms, and email marketing tools. **Responsibilities:** - Reach out to potential clients through email, social media, and direct calls. - Understand customer needs and pitch our products effectively. - Track and report sales performance using our CRM tools. - Work closely with our marketing team to align sales strategies. **What We Offer:** - A competitive commission structure. - Flexible working hours. - Support from our marketing team for targeted campaigns. Freelancers or team...

... you will play a critical role in driving the company's growth revenue by implementing effective sales strategies and delivering exceptional customer service. Your role is to be proactive, results-oriented, and have a passion for building strong client relationships. Qualifications: Bachelor's degree. (Preferred Business, Marketing, IT or a related field). Proficient in using CRM software such as HubSpot, or ZOHO CRM Proficient in Microsoft Office Tools Proven experience as a Sales Executive or in a similar sales role. Demonstrated success in achieving and exceeding sales targets. Excellent communication and interpersonal skills. Fluent English Speaker is a must. Well versed in Internet services, VOIP telecommunications and web services such as hosting, ...

...generation job listings in the USA. - Record detailed information of each listing, specifically the Company name, Contact email, and Job title. - Utilize the gathered information to email a customized template that introduces our company, outlines our services, and provides our contact information. **Ideal Skills and Experience:** - Proficiency in data mining and web research. - Experience with CRM and data entry. - Strong attention to detail for accurate information gathering. - Excellent written communication skills for effective email pitches. - Familiarity with Indeed and other job listing platforms is a plus. **Objective:** The ultimate aim is to reach out to potential clients through a structured and convincing email pitch, leveraging the data compiled from Indeed to show...

We're looking for someone who can configure our email campaign software to our CRM via either a webhook or API. We use Reachinbox, which is very similiar to and and have yet to decide on the CRM but are going with either Nutshell CRM or Pipedrive. Please note that Reachinbox is not configured with Zapier yet.

...project: **Key Requirements:** - **Installation and Configuration:** Install Odoo Enterprise Edition 17 on a Linux server. Ensure the system is set up for lifetime use without issues. - **CRM Integration:** Seamlessly integrate the system with CRM software. Experience with popular CRM platforms is essential. - **Customization:** Ability to make minor adjustments to ensure the system fits our specific operational requirements. **Ideal Skills:** - Proficiency in Linux operating systems. - Extensive experience installing, configuring, and customizing Odoo, particularly the Enterprise edition. - Knowledge of CRM software integration with Odoo. **What Applicants Should Include in Their Proposal:** - **Detailed Project Proposals:** Outline how you plan to a...

Measurement Solutions is in the VERY BEGINING stages of review options for either recreating our current website from scratch using a different plateform OR completely reformating our current website in Magento 2.4.6 We have been on this current website plateforn for about 6 years now and have had numerious developer touching it and now we are running ...developer touching it and now we are running into errors. there are 3 keys factors to this project. 1.) we want to use the products that are currently entered into the website - we do not want to re-enter anything 2.) our current catalog count is about 6000 SKU's which we want to grow to over 50,000 SKU's so the website MUST handle this 3.) we use ZOHO for our ERP system so the new/revamped website must drop orders...

...seeking an expert who specializes in setting up automation workflows and managing CRM data effectively. My main objectives are: - Improving lead nurturing and conversion - Efficiently streamlining the sales processes - Better enhancing customer segmentation In order to achieve these goals, I require a freelancer with the savvy to optimize certain areas of our CRM system. Specifically, you'll need to: - Oversee and optimally track lead information - Maintain accurate and updated customer contact details - Properly manage data regarding sales pipeline stages Ideal professionals for this role would have robust experience in creating and managing HubSpot automation workflows and have demonstrated skills in CRM data management. Familiarity with segmentation and...

...need: - **CRM:** Essential for lead tracking and management, customer support and service, and marketing automation. - **Sales:** A streamlined process for managing the sales pipeline, quotations, and orders. - **Accounting:** Comprehensive financial management including invoicing, payments, and reporting. - **HRMS:** Employee management, payroll, leaves, and attendance. - **Project:** End-to-end project management capabilities. - **Appointments:** Scheduling and management of appointments and meetings. **Ideal Skills and Experience:** - Proven track record of successful Odoo ERP implementations, particularly with the Community version customized to include 'Enterprise-like' modules. - Expertise in configuring and customizing the specific modules listed above, with a...

...Process accounts payable and receivable transactions - Reconcile bank statements and credit card transactions - Prepare financial reports for management review - Assist with budgeting and forecasting activities - Coordinate with external accountants for tax filings - Provide administrative support including answering customer calls, booking meetings, and managing supplier relationships - Manage the CRM platform to ensure accurate customer data and effective communication **Requirements:** - Proven experience as a bookkeeper or similar role - Proficiency in accounting software (e.g., QuickBooks, Xero) - Strong understanding of financial principles and regulations - Excellent organizational skills and attention to detail - Ability to multitask and prioritize tasks effectively - St...

Looking For a UI Design in Adobe XD/Figma For a School Management Software. The Existing Ui is shared here & the Application can be accessed here: Check the Live Demo Here: We need to redesign the Entire Software UI.(Only Admin Part, Not the Front Website.) New UI Expectation...

I'm seeking a detail-oriented freelancer with expertise in quality assurance, bug fixing, data entry, and admin tasks specifically tailored for CRM and E-commerce platforms. My project involves refining the functionality of our applications to enhance user experience and streamline admin operations. **Core Requirements:** - **Bug Fixing:** Address user interface and functionality bugs, as well as performance issues that negatively impact user experience. It's crucial to identify, diagnose, and resolve these problems efficiently. - **Testing:** Conduct thorough testing of several key features: - **User Registration:** Ensure a seamless registration process for new users. - **Shopping Cart Functionality:** Verify that the shopping cart operates smoothly, allowing u...

...Gmail. My requirements are specific but straightforward: - **Setup and Configuration**: Implement 1-5 business email addresses under Gmail to unify my team's communication. - **Integration Needs**: - Seamlessly integrate with our existing Customer Relationship Management (CRM) system. - Ensure compatibility and integration with our project management tools for streamlined workflows. **Ideal Skills and Experience**: - Proficiency with Gmail business setups. - Experience integrating email systems with various CRM platforms. - Expertise in integrating project management tools with email services. - Strong communication skills to understand my specific needs and implement them efficiently. I believe clear, efficient communication channels are the backbone of any ...

...implement Odoo CRM for my business. I have chosen Odoo CRM 14 as my preferred version. My main goal with this setup is to enhance our customer management strategy, improve our sales pipeline tracking, and integrate email functionalities directly within the CRM for a streamlined workflow. Required Functionalities: - **Customer Management**: Efficiently manage customer data and interactions. - **Sales Pipeline Tracking**: Visualize and manage sales processes. - **Email Integration**: Incorporate email communications within the CRM to centralize conversations with customers. Customization Requirements: - **Custom Fields**: I need additional fields added to customer profiles and sales data to tailor the CRM to our specific business needs. Ideal Skills a...

I require a professionally-developed CRM system with key components being customer contact management, sales pipeline tracking, and task & activity management. The solution should possess detailed record-keeping capabilities such as: - Tracking contact information - Recording purchase history - Logging communication history - Managing sales data - Handling payments - Monitoring leads - Managing goods on approval These features need to be designed in a user-friendly manner with absolute ease of navigation. The CRM will not be integrated with any existing software or platforms, and should instead operate as new web based solution which should be responsive. Ideal candidates for this project are those experienced in CRM development with a strong understanding of...

We need help testing a HubSpot App. The test consists of: 1) Installing the app. 2) App setup (I'll share a tutorial and/or can guide you in a call/chat). 3) Adding the app to an automation workflow in Hubspot. The steps to complete this should take about 30 minutes. The automation workflow can be anything that triggers our app. For example, a web form, changes in the CRM, etc. This will at the same time trigger an event in our app, which will help us test it. The app needs to be active for at least 30 days. After that, you can uninstall it if you wish. The goals are: 1) Test the installation and setup process following the documentation. 2) We need 5 install app to complete the review process from HubSpot. 3) With your feedback, let us know if we are missing somethin...

Comment out menu options in the code for possible future use. More details: Which menu features would you like to remove or hide? Timesheets, Support, Tickets, Contracts, Subscriptions and Stripe. Also all Payment Gateways from Settings. SMS from settings, E-Sign from settings, from settin...Gateways from Settings. SMS from settings, E-Sign from settings, from settings, Localization Keep only English languages. Announcements from utilities, Ticket pipe log from utilities, KB articles from reports, Modules from Setup. Contracts from setup email templates, Subscriptions from setup email templates, Help from Setup. Everything that is connected to the list above and appears in CRM. What information should successful freelancers include in their application? Experience