Crm database jobs

I'm in need of a skilled developer or team, capable of creating a multifunctional AI system for a new solar energy bus...browsers: To ensure cloud-based, anywhere access. Finally, the AI system needs to have integration capabilities, allowing seamless connection with existing software in the business environment: - CRM systems: To provide comprehensive visibility into customer engagement. - Energy monitoring systems: Need to integrate data for the most accurate results. - Billing systems: To streamline financial processes. Ideal freelancers would have previous experience in AI software development, with knowledge of predictive analytics, and a strong understanding of energy management and the solar industry. Familiarity with CRM, billing, and energy monitoring systems ...

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

I'm seeking an expert in .NET framework for a project that involves setting up a multi-tenant database. My preference is to have a separate database for each tenant, with the databases themselves being simple and containing only a few tables. Key Responsibilities: - Develop a multi-tenant functionality in .NET entity framework - Implement a separate database for each tenant - Design a simple database with few tables Ideal Skills & Experience: - Extensive experience in .NET Framework - Proven expertise in multi-tenant database setup - Proficiency in designing simple databases

...service delivery. - **Work Order Management**: Maintain a clear overview of tasks assigned, completed, and pending. System Integration: - **CRM**: seamless integration with our Customer Relationship Management system, ensuring smooth communication. - **ERP**: Inclusion of Enterprise Resource Planning will streamline the overall management of resources and services. - **Inventory Management**: Incorporating Inventory management systems will enhance our ability to track and supply necessary resources. Ideal candidates should have experience with: - Developing Field Service Management Systems - Working with large numbers of users - Integrating systems like CRM, ERP, Inventory Management and Accounting Systems The successful freelancer will be able to provide a comprehensi...

I'm looking for a Korean speaking telemarketer who can help me in qualifying lead...this solution. Key tasks for this project include: - Making outbound calls to potential leads - Qualifying these leads based on their interest and requirements in cloud computing - Documenting these calls and the results in a CRM platform - Providing regular updates on qualified leads via phone calls The ideal freelancer for this project should have: - Prior experience in telemarketing, particularly in the IT solutions sector - A good understanding of cloud computing services / ITSM - Excellent communication and interpersonal skills - Proficiency in using CRM platforms for lead management Looking forward to receiving bids from freelancers with a proven track record in telemarke...

I'm seeking an experienced developer to assist in optimizing database speed for my Node.js website. Key tasks: - Conduct initial review of current setup, hosted on a Hostinger VPS with a configuration of 16GB - Advise and implement changes to improve response time, usining knowledge of different hosting platforms such as Amazon Web Services, Google Cloud Platform or Microsoft Azure. - Familiarity with MySQL as a database management system is a must. Ideal candidate would possess keen problem-solving abilities, strong knowledge in database management and previous experience with Hostinger VPS. Experience is optimizing Node.js websites is advantageous. Please provide examples of similar assignments in your proposal.

...of data structure, the scraped data should be organized and stored in a Google Sheets according to categories. This approach allows for a more coherent and systematic pattern for data analysis and representation. The ideal professional for this task should possess: - Proficiency in web scrapping - Expertise in Python or other relevant programming language - Experience with Google Sheets and database creation - High attention to detail - Demonstrable ability to classify and categorize data. The goal of this project is to track changes over time, based on the data scrapped. This requires a design that will facilitate easy updates and quick overview of changes. Hence, knowledge and experience in data visualization will be an added advantage. I've added a few screenshots of...

I am in need of a customer relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, and lead management - Strong c...

I made a wordpress custom theme. Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will know how to update someth...

I am looking for a specialist to create an interactive UI in React Js that provides a seamless user experience. This project will require: - The creation of at least two UI tes...create an interactive UI in React Js that provides a seamless user experience. This project will require: - The creation of at least two UI test cases, with a clear emphasis on user interaction tests. - Setting up and integrating Routing and Guard Components for authorization. - Developing a backend in Spring Boot. - Saving credentials in a MySQL database. Ideal candidates should have solid experience with React Js, Spring Boot, and MySQL database. Proficiency in creating user interaction tests is also a must. Once completed please provide a GitHub link for the project in .docx file with scree...

I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.

I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship managemen...cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and possibly automate our processes for b...

I'm seeking an experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website is available in the customer data. ...

My current server setup is causing slow response times for my web application and database system. This project involves optimizing the server settings to enhance the performance of both the web and database applications. Ideal Skills and Experience: - Proven experience in server performance optimization - Expertise in managing servers running web applications and database systems - Familiarity with Laravel, as the web application is built using this technology - Excellent understanding of server-side technologies and configurations Key responsibilities: - Diagnose the current server setup to identify performance bottlenecks - Implement necessary changes to optimize the server settings - Regularly monitor and fine-tune the server to maintain high performance - Provi...

I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.

I am seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workflow automation is key for this project.

I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...

I am in need of a seasoned data entry professional who can attentively transcribe information from various online databases into Google Sheets. The role is strictly manual data entry. Skills and Experience: - Proficient with Google Sheets and similar spreadsheet management tools. - Past experience with database interaction, particularly online databases. - Must have a keen eye for detail to ensure accurate data transcription. - Excellent time management skills are essential as deadlines are strict. Although this position emphasizes manual data entry skills, experience in data cleaning and validation pave the path for optimal efficiency. The successful candidate must provide proof of prior similar projects. Your ability to maintain high standards of accuracy and confidentiality ...

I am seeking a seasoned salesperson with a strong background in CRM software, particularly those that are used for customer service functions. Your main responsibilities will be selling our CRM software to large corporations. Requirements: - Extensive experience in CRM software sales. - Deep understanding of customer service-oriented CRM tools. - Proven record of selling software to large corporations. Those who can demonstrate a solid track record of high value sales within this specific arena will be highly considered. This role requires an assertive, professional, and dynamic individual who is driven by beating sales targets. Your passion for customer service technology should shine through and inspire potential clients.

I'm seeking a skilled freelancer to analyze data provided. I can provide an excel file which will have -Customer -Invoice Number -Date -Product Details -Quantity -Unit Price -Purchase Amount I have this data for last two years in monthly files. We want to observe the trends in sales, most selling product, most profitable product, least profitable pro...Customer Service and sales side of the business. I would like this second file to extract selective data from the master file and propmt the user to make phone calls to existing customer and note down the call notes and mark that a certain customer has been contacted on this date and will be needed to be contacted again in 1 month again. Also in this same file have a similar sheet for New Customers CRM for cold calling and...

I'm looking for a Zoho ex...streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving skills Your assistance will significantly help me to better manage inventory, streamline sales, and ...

I'm looking for a skilled CRM developer who can make some strategic adjustments to our CRM system. The goal is to enhance the platform with new features, optimize existing ones, and refine the user interface. Key Tasks: - Add new features: The new functionalities we're looking to introduce revolve around advanced reporting and analytics, and task automation. - Improve existing features: Your expertise in CRM development will be pivotal in refining the current features to make them more efficient and user-friendly. - Customization of user interface: A customized user interface is essential for a better user experience. The ideal candidate should have: - Proven experience in CRM development - Proficiency in integrating third-party software - Strong bac...

I'm looking for a skilled professional to create a robust AI-driven marketing program. This project aims to optimize the marketing database, generate sales, and increase our revenue. Key requirements include: - Building an AI system for data verification to ensure high-quality, accurate information. This includes email verification, phone number verification, and address verification. - Implementing an AI program to sort and segment lists for each campaign. It should consider the following criteria: - Demographic data: Utilizing data such as age, location, gender, and income level. - Customer behavior data: Tracking and understanding customer interactions with the business, such as preferences, buying habits, and engagement. - Purchase history data: Analyzing past purcha...

My WordPress website is currently displaying "Error establishing a database connection" and I can't access the admin dashboard. I need an experienced freelancer with deep expertise in WordPress troubleshooting and database issues resolution. Tasks will include: - Diagnosing the cause of the database connection issue - Fixing the problem to get the website back online - Ensuring all website features are functioning as they should post-fix I'm using a Cpanel on Godaddy for hosting. So, familiarity with Cpanel and Godaddy is a requirement for this task. Also, I'd prefer someone with immediate availability as this is a high-priority issue. Skills required: - Advanced WordPress proficiency - Strong understanding of databases - Experience with ...

I need you to take the list of 250 companies on a google sheet and search each company online and confirm there website, then search for eaxh comoany and add the data to a google slide. Theee should be 3 cell names on the sheet Company name Website Companies house link

For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...

I have an online database searching service and I'm looking to upgrade its current features and introduce some new ones. Key Features to Add: - Advanced Search Options: I'm interested in building on my current search function to offer more refined search capabilities. - Scraping: I'm looking to add a data scraping capability to my service. This will involve extracting data from various websites and integrating it into my existing database. - AI Data Analysis: I'd like to incorporate AI data analysis functionality into my service. Specifically, I'm interested in pattern recognition and data clustering. Other Enhancements: - Batch Searching: I need to implement a batch search functionality. - Additional Database Integration: I'm interes...

...noticeable delays during actions that involve fetching data from the MongoDB database, significantly impacting the user experience. I'm seeking a skilled developer who can help me address these performance issues. Key Tasks Include: - Investigating and identifying the root cause of the slowdown when fetching data from MongoDB - Implementing optimizations and solutions to improve the performance of the server actions, particularly those related to database interactions - Testing and validating the improvements before deployment to ensure they effectively address the issue without causing any unintended consequences Ideal Freelancer: - Proficient in and MongoDB - Experienced in optimizing server actions and database interactions for performance - Familiar wi...

I'm looking for a skilled professional to create a comprehensive database ( 10,000 to 20,000) of Non-Resident Indians (NRI) working and/or residing in foreign countries like USA, UK, SIngapore, Canada, Australia, Dubai. Their age group may be between 22 years to 42 database will be used for marketing and promotions for my existing business. Key Elements Needed: - Name - Email - Mobile - Company Name (if available) - Country of Residence or Work Data Collection Methods: - Online Surveys - Social Media Platforms - Public Records Skills and Experience Needed: - Experience in data collection and database creation - Proficiency in using online survey tools - Familiarity with social media data mining - Ability to identify and use relevant public records - Attention ...

For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...

Hello freelancers, I am seeking someone with a keen eye for detail who can assist me in entering a large amount of numeric data into a database. Here's what the ideal candidate would bring to the table: - Expertise in data entry, particularly with a focus on numeric data. - Proficiency with databases; experience with both creating and updating entries is necessary. - Demonstrated ability to manage large datasets, as the volume of data for this project is over 1000 entries. - Strong analytical skills with a propensity for accuracy. Your task will involve accurately capturing the numeric data and ensuring its successful entry into our database system. The success of this project is reliant on not just swiftly completing the task, but maintaining a high level of accuracy ...

...- Fetching Real-Time Data for Dashboards: The application should be able to update in real-time using data from external sources. - User Authentication and Management: Secure management of user data and access rights is a key component of the MVP. - Payment Processing: The MVP will handle payment processing, which must be seamless and efficient. - CRM and B2C Product Interface: The MVP should provide a user-friendly interface for CRM operations and B2C interactions. The ideal freelancer for this project would have extensive experience in and Material-UI (MUI). Additionally, experience with Figma and its integration with code generation would be a significant advantage, as it is required to generate production-ready code from the Figma designs. If you're a f...

...- Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs to position Transitials’ services as a solution. - Value Demonstrations: Collaborate with internal teams to take up advanced stage discussions for qualified leads. Ensure a smooth handoff of leads to the sales team. - CRM Hygiene Management: Help creating a consolidated view of all the leads, activities, and interactions. Enter accurate and up-to-date information in the trackers. Track progress and update sales opportunities accordingly. - Deal Closure Push: Navigate through the internal red-tape of the prospect and build multiple champions to bring the deal home. Ideal Skills: - Exceptional co...

I'm seeking a web developer that specializes in business software applications. The project involves creating an intuitive, user-friendly business management software that incorporates both customer relationship management (CRM) and robust detailing of accounting and finance features. Key Requirements: - Expertise in web development, specifically for business applications. - Awareness of CRM features and capabilities. - Proficiency in designing and integrating accounting and finance capabilities. - Excellent usability design skills to ensure the software is easy to navigate. This job requires a developer who has experience in crafting comparable software and a keen understanding of business management functions. The successful candidate will combine these skills to pr...

I've run across an issue in my WordPress / WooCommerce site that I'm not sure how to fix. I keep getting the error: "WordPress database error Commands out of sync; you can't run this...". This error is not related to specific actions or queries on my site. It's clear I require someone skilled in problem-solving and debugging with: • Extensive WordPress and WooCommerce experience • Clear understanding of WP databases and commands • Proven ability to address and correct site errors Please, I need this problem solved urgently. Your expertise and prompt attention to this will be greatly appreciated.

I'm in need of an expert in Odoo, specifically versions 14-17. I require assistance with several modules including Accounting, Inventory Management, CRM, and Website Builder. The upshot of this project is aimed at: - Streamlining accounting processes: I expect stride in the management and oversight of financial operations. - Improving inventory management efficiency: I'm seeking enhanced visibility and control over stock levels and order fulfillment. - Enhancing customer relationship management: I need solutions to better manage and analyze customer interactions and data. - Creating a professional website: I require a robust online presence to represent my business professionally. Ideal candidates should possess prolific knowledge, and have substantial experience in Od...

I need a Python expert to scrape tabular data from a series of PDFs and store it in a database. Ideal Skills and Experience: - Proficiency in Python. - Strong experience in web scraping with PDFs. - Familiarity with database management. The PDFs are consistent in format and all contain tables. The scraped data needs to be stored in a database.

I'm in need of skilled freelancers who can assist me with a Business-to-Business (B2B) outbound sales calling project. The primary aim of this t...and maintaining rapport with prospects - Identifying and qualifying sales leads - Following sales scripts and pitch guidelines Key Requirements: - Proven experience in outbound sales calling, especially in a B2B context - Strong communication and negotiation skills - Ability to handle objections and rejections tactfully - Persistence and resilience in a sales-driven environment - Familiarity with CRM software and sales processes Ideal candidates should be results-oriented, self-motivated, and possess a genuine interest in sales. Your contributions will play a crucial role in the success of our sales campaigns. Looking forward to wo...

...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

I need to configure my Postgres database software to authenticate users with local Active Directory (AD) credentials. Key Requirements: - Authentication: Set up the database to authenticate users with their local AD credentials. This is crucial for security and access control. - Seamless Integration: Ensure that the connection between the database and the AD server is seamless and reliable. - User Management: The system should allow for easy management of user privileges, ensuring that the right people have the right levels of access. Ideal Skills and Experience: - Experience with Postgres: You should have a strong background in working with Postgres, particularly in a configuration and security context. - AD Integration: A deep understanding of Active Directory ...

...professional company that can deliver a wide range of digital marketing and development services. The ideal provider should have strong experience and expertise in the following areas: - Social Media Advertising: Proficient in advertising on YouTube and other social sites. Must have a deep understanding of audience targeting, ad design, and budget optimization. - CRM and Funnel System: Capable of creating and implementing a comprehensive CRM system along with a funnel system. The provider should be able to manage leads effectively and increase customer conversions. - Emailing & Appointment Scheduling: Experienced in setting up and managing email campaigns and online appointment scheduling. The provider should be able to design engaging email content and optimize sched...

...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

We are in need of a skilled freelancer experienced in Method CRM to help optimize its usage for our business. Key aspects of the project include: - Customization: Tailoring the system to suit our specific business requirements, including the automation of certain processes and the addition of specific fields. - Integration: Ensuring seamless integration of our existing systems with Method CRM. This may include email marketing platforms or other software we utilize. We're looking for someone who's proficient in Method CRM and has a proven track record of customizing and integrating similar systems for businesses. Your understanding of CRM best practices and ability to adapt systems to meet unique business needs will be highly valued.

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We are developing a cutting-edge, modular, and cloud-based CRM and ERP system designed specifically for startups and small to medium-sized enterprises (SMEs). This all-in-one solution will streamline essential business functions, including finance management, sales management, marketing management, human resources management, inventory and supply chain management, project management, and tech support management. Key Features: 1. Modular architecture: Users can customize the system by selecting the modules they require, enabling easy scalability and cost-efficiency. 2. Seamless integrations: The system will integrate with popular business tools and platforms, ensuring a seamless workflow and data synchronization. 3. Intuitive interface: The user-friendly interface and responsive de...

I need a skilled professional who can compile a comprehensive spreadsheet of massage and beauty therapists. The data will come from provided databases which include salon details. Key Requirements: - Compile names, addresses, and phone numbers from the databases. - Organize the data in the spreadsheet by type of service (massage or beauty). The ideal candidate for this job should possess: - Proficiency in data entry and management. - Excellent attention to detail to ensure accuracy in the information gathered. - Familiarity with Excel for organizing the data by type of service. - A good understanding of the beauty and massage therapy industry would be advantageous. Please note that the final deliverable should be in Excel format.

We are in search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis. If you are p...

...skilled app developer to create a bespoke CRM mobile software that's user-friendly and appealing. This app will allow users to send/receive messages, add notes, and monitor progress of their cases or services. Key Features Include: - Real-time messaging: Let users engage with each other instantly. - File attachment: Incorporating a feature to allow file sharing. - Push notifications: To keep users updated. Moreover, the application will include a Subscription Services feature for monthly recurring payments. Lastly, it will need a Referral Tracking feature. The tracking should be capable of determining the source of each referral. The ultimate developer for this project will possess strong experience in IOS and Android app development, especially with CRM applicat...

...for a developer experienced in .NET Core and Umbraco to make modifications to an existing Umbraco project. The main focus will be on changing the CSS and the Free Trial form, which needs to be integrated with a CRM system. Key Requirements: - Proficiency in .NET Core and Umbraco - Skilled in CSS customization - Experience with CRM integrations - Understanding of user authentication in Umbraco The main tasks include: - CSS changes to improve the overall look and feel of the site - Customizing the Free Trial form, particularly: • Layout and design adjustments • Integration with a CRM system for effective lead management Your expertise in Umbraco components, particularly in navigation menus, contact forms, and image carousels, will be beneficial for th...

...documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. The freelancer needs to create content and make changes according to the agency's () requirements in the different tabs and menus of the CRM system. The freelancer will also need to update the same content in the actual CRM system. Additionally, the freelancer must send a complete file containing all the content created for the project separately, including demo proposals. Responsibilities: 1) Collaborate with our CRM team to understand our current processes and r...