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    5,000 crm jobs found, pricing in USD

    I need an experienced and innovative web developer to construct a travel agency website for my business. The site requires a de...features and a customer management system. Key features needed for the website: - Destination Search Tool: Allow customers to search for travel destinations. This should be equipped with the ability to filter results by travel date. - Customer Management System: A comprehensive CRM is needed with features for customer profile creation, tracking booking history, and email marketing integration. A clear understanding of travel and booking systems, along with proficiency in Customer Relationship Management (CRM) tools, is crucial for this job. Experience in creating similar websites is highly preferred. I look forward to receiving polished and str...

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    I require a local development setup for the Corteza project without using docker on my macOS. I'm looking for a professional who can carry out this setup successfully, ensuri...to use the latest stable version of Corteza. This project will involve the following tasks: - Install the latest stable version of Corteza on macOS - Verify its proper functionality on macOS - Provide a brief guideline for operating and understanding the setup Ideal skills for this project: - Expertise in local development setup - Previous experience with cloud customer relationship management (CRM) platforms, preferably Corteza - Strong knowledge of macOS configurations Your experience with setting up local development environments on macOS, particularly with Corteza, will be key in driving this proj...

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    help me connect Perfex crm with Zapier so that we can udpate data from Google sheet and other sources. I have already paid plan of zapier and also module If you have done in past then let me know. I want someone setup and guide me

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    I am currently in search of an experienced and detail-oriented freelancer who can assist with crucial data entry tasks. The scope of the assignment is as follows: - You'll be handling data input tasks, taking data from digital documents. - The data will be inputted into a CRM software system. It's important to be thorough and accurate as this information will be utilised for key business decisions. Ideal Skills and Experience: - Experience in data entry, especially within CRM systems, is required. - Proficiency with handling digital documents. - Attention to detail and high accuracy in data input. - Strong time-management skills and the ability to meet deadlines. If you meet these requirements and are looking for a challenging data input project, apply n...

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    I need a type of CRM, I have laid out task details in doc attached. Ideal Skills & Experience: - Extensive experience with Laravel - Familiarity with backend development, database management, and API integration - Proven record of completed projects Application Requirements: Freelancers should include a detailed breakdown of their experience in their application. Highlight your experience and skills directly related to Laravel and the aforementioned tasks. Proven experience is key, make sure this shines through in your application. Looking forward to your bid.

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    ...abilities • Proficient in email management Though the specific tasks were skipped during the question phase, I expect your application to include details about your past work experiences where you carried out similar tasks. A comprehensive project proposal will also be beneficial. SOFTWARE PROFICIENCY It would be a plus if you have proficiency in tools like Microsoft Excel, Google Sheets, or any CRM systems. While these tools were skipped during the initial question and answer phase, they still play a valuable part in performing your duty effectively. Kindly ensure your bid reflects your skillset and experience within these domains....

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    ...details the specifics of the project: - The primary task involves integrating the Bubble platform with the Quickbooks and Job Nimbus CRM databases. - The reason behind this integration is to develop a customizable dashboard that brings the data from Quickbooks and our CRM system together. Ideal skills and experience: - Experienced Bubble developer with a clear understanding of its functionality and capabilities. - Hands-on experience with Quickbooks and Job Nimbus CRM. Knowledge of these platforms is crucial for the smooth flow of the project. - A freelancer with prior experience in database integration projects, especially relating to Quickbooks and CRM systems. - Proficiency in UI design since the user interface needs to be customized to our sp...

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    I am searching for an experienced Odoo developer. You will be working with Odoo 17 and need to provide the implementations of Saudi Paymen...and directly appear on the screen of the payment terminal (e.g., Geidea). The developed module/code must directly execute any type of payment request such as authentication, payments, refunds, cancellations and so on between MADA (Geidea) and Odoo 17. This project may be a good fit for you if you have: - In-depth experience with Odoo 17 and its modules, including but not limited to Sales and CRM, Inventory Management, and Accounting and Finance. - Proven track record in third-party integrations with Odoo. I am looking to start as soon as possible, so interest and expertise in this field will be highly appreciated. Looking forward to your ...

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    I am searching for an experienced Odoo developer. You will be working with Odoo 17 and need to provide the implementations of Saudi Paymen...and directly appear on the screen of the payment terminal (e.g., Geidea). The developed module/code must directly execute any type of payment request such as authentication, payments, refunds, cancellations and so on between MADA (Geidea) and Odoo 17. This project may be a good fit for you if you have: - In-depth experience with Odoo 17 and its modules, including but not limited to Sales and CRM, Inventory Management, and Accounting and Finance. - Proven track record in third-party integrations with Odoo. I am looking to start as soon as possible, so interest and expertise in this field will be highly appreciated. Looking forward to your ...

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    ...Difficulty in updating content - Need for enhancement in function and CRM - Improvement in form submission process Desired Changes: - Redesign the website's user interface, making it modern, intuitive, and user-friendly. - Add new innovative features to the platform, with a particular focus on features that cater to a Study Abroad Website audience. - Successful integration with third-party CRM to streamline data flow and improve customer data management. - Improvement in the form submission process to ensure greater user engagement and smoother data collection. Required Skills: - Proven experience with Strapi, with a portfolio demonstrating recently completed projects. - Excellent UI/UX design skills. - Experience with CRM integrations. - Demonstrable expe...

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    We require a ClickUp expert who is able to develop a form that captures key patient information including name, contact details, appointment particulars and patient history. The same expert should be proficient in integrating the form with our ClickUp CRM. Our needs are: - Fluent with ClickUp functionalities - Proficient in data management - Adequate knowledge in healthcare databases The form should be designed to synergistically feed collected information into our ClickUp CRM in real time. No manual importing should be required. All captured data must be stored automatically. Experience in similar projects within the healthcare sector will be highly regarded. Familiarity with data privacy and HIPAA laws givens the nature of the information being captured is crucial.

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    I'm seeking an experienced web developer or team to c...leads actively through effective call-to-actions (CTAs) **Design Directions:** - Cohesive aesthetic across all pages - Unique elements on each page to maintain user interest - Reflect brand identity consistently **Technical Expectations:** - Responsive design across devices **CRM Integration:** - Seamless integration with our existing CRM - Contact form submissions directly linked to CRM for immediate follow-up **Preferred Skills:** - Proficiency in web development frameworks - Strong design portfolio - Expertise in CRM integration - Demonstrable SEO knowledge I look forward to collaborating on creating these powerful customer touchpoints. Note: Please put your final bid for 15 landing pages. I d...

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    ...Registration & Login: Implement secure, reliable, and intuitive registration and login capabilities for both websites. •Payment Integration: Integrate efficient payment gateways for enabling smooth transactions across all platforms. Our focus is harnessing this project to meet the specific needs of small enterprises, entrepreneurs, and non-profit organizations, essentially anyone who can benefit from CRM services. Increasing the sales of the service-using firms remains our primary goal. Ideal Skills: •Proven proficiency in SaaS-based development •Extensive experience with GHL tech stack •Expertise in Website Design and Development •Thorough understanding of Secure Payment Integration •Strong grasp of User Experience Principles. We're l...

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    I need the assistance of a seasoned freelancer to help set up a patient CRM on Clickup, focused towards contact management, appointment scheduling, and overall task management. Beyond typical contact information, the CRM should be designed to incorporate specific fields relating to patients' medical history. This would majorly encompass medical conditions and their relevant medication list. Further, I'm looking to have patient forms load swiftly and efficiently to the CRM. The ideal candidate for the job should have experience in setting up CRMs on Clickup, healthcare CRM systems, as well as handling confidential patient information. Familiarity with medical terminology would be an added advantage. Key Features: - Contact Management - Appointment Tr...

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    ...allowing multiple stakeholders to contribute to the response and track progress in real-time. 5. Incorporate advanced analytics and reporting capabilities to track response metrics, monitor performance, and identify areas for improvement. 6. Ensure robust security measures to protect sensitive information and maintain compliance with data privacy regulations. 7. Integrate with external systems, such as CRM platforms, project management tools, and document repositories, to streamline workflow and enhance productivity. 8. Provide extensive customization options to tailor the platform to the unique needs and preferences of each organization. 9. Offer comprehensive training and support resources to ensure users can maximize the value of the platform and achieve success in their bid p...

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    I require a dedicated telemarketer to conduct sales calls for less than 10 hours per week. This role does not require bilingual or multilingual skills. Key Responsibilities: - Outbound sales calls - Building rapport with potential cust...require a dedicated telemarketer to conduct sales calls for less than 10 hours per week. This role does not require bilingual or multilingual skills. Key Responsibilities: - Outbound sales calls - Building rapport with potential customers - Promoting and explaining our products and services Ideal Skills: - Excellent communication skills - Proven phone sales experience - Familiarity with CRM platforms - Ability to work independently Please ensure your proposal includes your experience with phone sales and any similar roles you've he...

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    Perfex CRM Data Display Issue 5 days left
    VERIFIED

    I'm encountering an issue with my Perfex CRM where data is not appearing in certain modules. Specifically, the leads module and the invoices module are not displaying any data. As such, I need a professional who can address this issue swiftly and restore the formerly smooth functionality of these modules. An ideal candidate for this job would have: - Prior experience with Perfex CRM - Proficiency in troubleshooting data inconsistencies - A robust understanding of how CRM leads and invoice databases operate.

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    I'm in need of a Laravel developer with approximately two years of experience and a proven ability to create APIs. This project has the potential to expand to more work if I find the right candidate. Here's what I'm looking for: - Laravel Developer: Your gravitas should be developing Laravel projects. Previous work on applications such as E-commerce websites, Blogging platforms, or CRM systems is a major plus. - Frontend Development: It's unclear yet whether you will need frontend development skills in addition to your backend expertise. Don't let this deter your application if you excel on the backend. - Design Capabilities: I might need help with project design or refining wireframes, so any experience in this area would be beneficial, but it's not...

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    ...efficiency via seamless collaboration. The most desired features include: - Project management: The system should be able to handle all project details keeping track of all current tasks, timelines, and team members involved. - Blueprint and measurement integration: The system should be capable of uploading and interpreting blueprints, providing user measurements based on them. - CRM integration: The system will need seamless CRM integration to manage customer relationships, data and information associated with them effectively. - Financial aspects: Alongside typical financial management, the system should provide both online invoicing and payments with QuickBooks integration for smooth transactions. - Estimates and proposals: The platform should also facilitate making est...

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    I require an experienced CRM and database specialist to address an issue with my Perfex CRM system. Specifically, the Leads module isn't displaying any data pertaining to older leads that were previously visible. I confirm that no recent alterations or software updates have been implemented that could have led to the invisibility of this vital data. The project entails: 1. Investigating the primary cause of the missing old leads data. 2. Implementing an effective solution to recover and restore the data. 3. Ensuring consistent visibility and accessibility of the older leads data henceforth. The ideal candidate has: * Demonstrable experience in handling Perfex CRM systems. * Strong problem-solving skills and experience in data recovery. * The ability to work ef...

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    ...amenities. 6. **Contact Forms:** Implement secure and user-friendly contact forms to facilitate inquiries and communication between potential clients and the real estate company. 7. **User Accounts and Profiles:** Develop a user registration system allowing clients to create accounts, save favorite listings, and receive personalized updates. 8. **Integration with CRM Systems:** Connect the website with Customer Relationship Management (CRM) systems to streamline lead management, client interactions, and property tracking. 9. **Performance Optimization:** Optimize the website's performance for speed and efficiency, ensuring a smooth browsing experience for visitors. 10. **Security Measures:** Implement security features to protect sensitive information, maintain d...

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    I'm seeking the expertise of a proficient Freshsales user to assist in thoroughly customizing my platform. My needs are specified but not limited to: ...automating some functionalities on my Freshsales account. These include: automating the assignment of leads to the most appropriate sales rep, scheduling of follow-up actions based on certain triggers, and incorporation of trigger-based actions. This would involve creating certain actions that are automatically initiated based on specific set triggers. Your experience in working with Freshsales, CRM systems in general, or within a sales role will be integral to the execution of these tasks. Process-driven problem solving, attention to detail and an understanding of sales funnel stages are the key skills required to actualiz...

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    I am seeking a highly skilled professional with expertise in IBM API Connect. The main objective of this project is to seamlessly integrate our existing applications: Wild Apricot and Absorb. The successful freelancer must have: - Proven experience with IBM API Connect, along with CRM systems - Expertise in data management and integration - Prior experience or knowledge of Wild Apricot and Absorb would be beneficial The project primarily involves integrating member data from both Wild Apricot and Absorb into IBM API Connect. This requires understanding of: - API functionality and security - Member data management - Application integration If you possess the skills and experience for the task, please do not hesitate to submit your bid. Let's connect and take o...

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    ...with a proven track record to create ERP, CRM, and Asset Management software. This project requires expertise in database management, user interface design, and system integration. The ideal candidate will have prior experience in developing similar solutions and a portfolio showcasing their work. Requirements: Proven experience in developing ERP, CRM, and/or Asset Management software. Proficiency in relevant programming languages (e.g., Java, Python, C#). Strong understanding of database management systems (e.g., MySQL, MongoDB). Ability to design intuitive user interfaces. Experience with system integration and API development. Excellent communication skills and ability to work collaboratively. Responsibilities: Develop comprehensive ERP, CRM, and Asset Manage...

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    I'm seeking a proficient professional to customize certain features of my Odoo system. I need modifications in two core modules, 'Sales and Invoicing' and 'CRM and Leads'. For 'Sales and Invoicing', I want: - Customized invoice templates. - Implementation of scheduled invoicing. For the 'CRM and Leads' module, the tasks would include: - Creating custom fields and executing data validation. - Implementing lead scoring and tracking. - Setting up email automation and customized templates. My ideal candidate should hold exemplary skills in Odoo customization and possess significant experience in sales, CRM, and leads management. Experience with implementing invoice templates, scheduled invoicing, data validation, lead scorin...

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    I'm looking for an expert who can seamlessly integrate my Perfex CRM with the 3CX PBX system. Key features required: - Dialing and Receiving Calls: I need a system that allows for seamless dialing and receiving of calls. This includes configuring the CRM to accept incoming calls and make outgoing calls via the PBX system. - Syncing Contact Lists: The integration should allow for effortless syncing between the contact lists on both the CRM and the PBX system. This means any change in contacts on either platform should be reflected on the other. - Call Recording Storage: The integration should enable call recording and the storage of these call recordings. This is crucial for quality control and training purposes. There's no specific deadline for this, ...

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    As an expanding travel business, we're seeking an experienced CRM developer to refine our customer management processes. We aim for a CRM that can streamline our booking system and enhance communication with our customers. Key features should include: - Strong customer database management - An intuitive booking management system - Integrated email and messaging This CRM should be web-browser compatible. The ideal candidate must have proven experience in CRM development and system integration. Familiarity with the travel industry will be a plus.

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    ...should be available at a rate of $4 per hour. The task at hand specifically involves the customization of existing modules to better suit the setup and starting business operations needs of Odoo. Particularly: - The principal focus is on having meetings to help us understand Odoo, setup to customize it to a particular workflow, help customizing the system with our workflow, Help Desk. Sales and CRM module, which needs modification. - Help making a customized Odoo Studio app that involves a form and integrating the submission of the data in that form to go to spreadsheets and also send that submission to a 3rd party website - Setup a series of team automated reminders and alerts that pertain to the status of a customer until customer is marked to be at a perticular stage in

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    I am looking to automate specific processes in the Sales department of Beannsofts. The project will revolve specifically around: - Automati...experience in creating systems for automatic data input. - Report Generation: The project should also include the implementation of automated sales reports generation. Proficiency in interpreting and structuring data in a manner conducive to decision-making will be crucial. - Email Notifications: The automation project will also need to incorporate automated email notifications. Experience with CRM platforms and email automation tools will be necessary. This project also seeks to automate other manual sales tasks. Therefore, prior experience in automating sales processes and a good understanding of sales and marketing funnels will be adv...

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    ...experience as an appointment setter. Your hard work, persistence, and dedication will be key to your success in this role. In terms of technical skills, you need to be familiar with CRM softwares. A working knowledge of social media platforms such as Facebook, Instagram, and LinkedIn is also required as this will allow you to engage with our prospects efficiently. Qualifications: - Proven experience in outbound telemarketing or appointment setting is a huge plus. - Great communication skills, both verbal and written. - Strong interpersonal skills and the ability to build rapport quickly. - Proficiency in using CRM software and other sales-related tools. - Knowledge of social media platforms - Self-motivated, results-oriented, and able to work independently (extremely i...

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    ...experienced professional capable of automating my business flow to increase efficiency and accuracy. My vision encompasses: * The integration of several apps including CRM, Project management, and Accounting into a single, streamlined workflow. * Establishing automatic data synchronization in real time across these apps to ensure consistency. * Implementing automatic task assignment features to reduce manual intervention. * Creating a system that can consolidate financial data from different sources. Skill Requirements: * Excellent expertise in automation and system integration * Profound understanding and hands-on experience with CRM, Project Management, and Accounting apps * Ability to create solutions for real-time data synchronization * Experience in setting up autom...

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    I'm seeking an experienced trainer (Arabic Speaking) who can guide me in understanding the specified Odoo modules. I am currently at an beginner level and wish to improve. The modules in focus are: - Sales - Purchases - Inventory - HR - Manufacturing - CRM - Financial The trainer should be able to conduct efficient and effective online classes. I'm particularly interested in: - Gaining a comprehensive understanding of each module - Learning how the modules interact and support each other - Mastering hands-on, practical applications and problem-solving within each module The trainer should have proven experience with each of these Odoo modules, be able to clearly communicate complex concepts, and be able to structure classes to meet my current intermediate skill lev...

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    I • Serve as a senior configuration specialist, consultant and Veeva Vault expert for IT and business partners across regions and business areas. • Participate in business requirement gathering, feasibility checks, design activities/reviews with business & IT stakeholders as part of scrum team as a technical lead. • Perform delivery activities through Design / Build / Test / Deploy phases for regular planned releases and key platform initiatives. • Design and build extensions for Veeva Vault to accommodate custom business flows. • Expertise in Vault Object Model, Validation Rules, Relationships, Wizards, Object Lifecycles, Object Workflows, Document Handling along with Document Lifecycles and Document Workflows, Reports, Dashboards, DAC Configuration, Security ...

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    Looking for a skilled freelancer to assist in refining and enhancing our Kintone CRM. The primary responsibilities of this project include: - API Integration: We specifically require integration with translation API for non-English plugins currently utilized in our system. - HTML/CSS Customization: We want to take our user interface and CRM forms to the next level. - Javascript: Some programming requiring proficiency in Javascript to improve Kintone functionality. Majority of this work may be optional to the programmer. Looking forward to working with a knowledgeable programmer with experience with Kintone to improve our system. We can supply sample ideas and more specific details of our goal to better help you assess the project.

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    ...termine full-time. La risorsa si occuperà di: 1. Gestire le richieste in arrivo da parte di potenziali clienti 2. Programmare appuntamenti per introdurre il servizio, qualificare le richieste e vendere il servizio 3. Coordinare, organizzare e monitorare le comunicazioni con clienti esistenti e potenziali 4. Assicurare follow-up, promemoria e conferme 5. Tracciare e registrare le operazioni nel CRM 6. Offrire assistenza ricorrente 7. Inviare report giornaliero con il riepilogo delle opportunità. Requisiti: esperienza pregressa nel ruolo, attitudine al lavoro per obiettivi, forte orientamento ai risultati, visione a lungo termine e spiccate capacità relazionali e comunicative. Preferenziale la conoscenza della lingua Inglese. ATTENZIONE: Ricerca indirizzata ...

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    Bitrix24 CRM Implementation 4 days left
    VERIFIED

    I'm in need of an experienced freelancer who can handle the entire Bitrix24 CRM Implementation for my e commerce business. We've been using a different CRM but see the need for change. - **Our focus**: We require Bitrix24 CRM for its strong customer support and service functionality. This will be the primary goal of the project. - **Team Size**: You will be implementing this for about 10-30 customer support agents who will be using the system. what we need : Bitrix24 CRM Implementation Implementation for bitrix24 designates a process of adding new or altering existing CRM features in order to make it a better fit for the needs of each particular business. Required CRM, includes Leads Pipelines, Contacts, and Companies. Create the req...

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    I urgently require a skilled software developer who will create a unique customer relationship management (CRM) system for managing trip planning and itineraries. Key features of this system will include: - Itinerary management: Specifically, the software should allow for the manual customization of itineraries. This will involve developing a user-friendly interface that offers an engaging user experience, even in the absence of a preferred selection in terms of interface design. Ideal candidates will have prior experience in: - CRM software development with a keen focus on travel and itinerary management. - Building intuitive user interfaces with an understanding of the user experience in the absence of specific interface design directions. - The capacity to work in a tim...

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    I am looking for a skilled and experienced developer to create a SaaS (Software as a Service) platform designed for marketplace sellers. This...Listings: Creation, editing, and management. - Order Fulfillment: A central hub for managing orders from all marketplaces. - Customer Support: A system to track, respond, and resolve customer queries. Ideal candidates should have outstanding programming skills, a firm understanding of SaaS platforms, and a background in developing eCommerce solutions. Experience in designing and managing CRM (Customer Relationship Management) systems will be a distinct advantage. Also, being able to artfully create an intuitive, user-friendly software design and interface is pivotal. Please, kindly include your portfolio of related projects in your ap...

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    ...Scheduling appointments and managing calendars • Collecting payments and managing invoicing • CRM management - ensuring all client details are up to date and correctly inputted • Cold calling - conversing with potential clients to generate further leads • Managing my social media pages • Implementing email marketing plans - creating engaging emails and sending them out to interested parties I anticipate requiring assistance for 25-30 hours per week, though this may vary depending on the workload. The ideal candidate will have excellent communication skills and should be familiar with the following tools and software: • Microsoft Office (Word, Excel, PowerPoint) • Customer Relationship Management (CRM) software • Social media man...

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    1. Payments not summing up 2. Amount due not updating or calculating automatically; received amount not showing 3. Modify the booking formula to 20% for the Elegance project only 4. Two buyers are not displaying 5...across various Zoho accounts 8. Change email addresses containing "chaimaa avenue" as it is a project, not a company email 9. Closing this month not updating; still showing 2020 10. Deals by stage combining all projects 11. Unable to retrieve information for an existing contact while adding new deals for Elegance 12. CRM not sending payment reminders 13. Manual update required for payment information 14. Creating a new profile for an existing client when generating a deal 15. CRM unable to create multiple deals for the same unit 16. Email sending issues ...

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    ...seeking professional assistance for the comprehensive development of both CRM and ERP systems, optimized for both web and mobile platforms. Main Objectives: 1. CRM Development: The primary goal of the CRM system is to effectively manage customer interactions. It should include the following features: - Automated communication tracking - Integration with email platforms - Customer segmentation capabilities 2. ERP Development: I also require a robust ERP system. The specifics can be discussed further during the project. Desired Skills & Experience: - Previous experience in developing CRM and ERP systems is crucial. - Proficiency in web and mobile development. - Knowledge of the latest trends and best practices in CRM and ERP system devel...

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    ...workflow, help customizing the system with our workflow, Help Desk. Sales and CRM module, which needs modification. - Help making a customized Odoo Studio app that involves a form and integrating the submission of the data in that form to go to Google sheets and also send that submission to a 3rd party website - The selected freelancer should have significant expertise in customizing Odoo's to fit a specific need. - Thorough knowledge of Python and Odoo Framework is required to undertake this task. Therefore, the ideal freelancer should have extensive experience in the domain of Odoo customization, demonstrating a good understanding of the relations between different Odoo modules, especially Odoo Studio, Helpdesk, Sales and CRM. Setting up automations, notifications,...

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    I'm looking fo...focus of the training will be the "Sales Cloud" module, designed to fit a beginner level proficiency as I am just starting out. The potential trainer should: - Be based in Perth, Australia for face-to-face training. - Have a deep understanding and hands-on experience with Salesforce CRM, specifically the Sales Cloud module. - Have teaching or tutoring experience is a plus, with a knack for breaking down complex concepts into simpler, digestible information. - Be patient and adept at teaching Salesforce CRM to beginners. This is a fantastic opportunity for knowledgeable Salesforce enthusiasts who can demonstrate their skills in a teaching context and aid in my Salesforce journey. If you have the pertinent experience and teaching flair...

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    CRM WITH Android APP and ios is a comprehensive customer relationship management (CRM) software designed to streamline and enhance your business interactions with customers. With a user-friendly interface and robust features, CRM empowers businesses of all sizes to manage leads, track interactions, and cultivate lasting client relationships. features Dashboard Multi-User and Multi-Client Invoice Management Expense Management Manage numerous products Lead Management

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    Campaign CRM 3 days left
    VERIFIED

    I am looking for a local city campaign CRM that would be able to house local resident's information and allow me to tag them based on campaign issues or other elements that are noteworthy. I would love to also be able to take these tags or other search lists and use them to group voters and send them mass email or text messages. The CRM Feature Manual Add of a person (voter, entity, volunteer): allows you to add people manually - even if the user has very limited information initially - has fields to capture info about each user. Categories of fields might include things like clubs/organizations, social media, voter history, political leanings, location, demographic info. The Export file from the county will be used for auto tagging Bulk Upload: Ability to bulk u...

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    Weekly Payment 6 days left

    Hello, I'm Mary Christine Cagay, your dedicated customer service expert from the Philippines, with nearly 5 years of experience—3 in Telco and ISP, and 2 in the dynamic world of e-commerce. My passion lies in delivering exceptional customer support, and in my recent e-commerce role, I seamlessly managed tasks on Shopify, and utilizing advanced CRM tools like Gorgias, Salesforce, Zendesk, and Freshdesk to elevate customer satisfaction. I bring a tech-savvy, detail-oriented, and proactive approach to the table, and I'm eager to discover how I can best serve you as your assistant. Happy to hop on a quick 20-minute chat if you'd like to see how we gel or if you'd like to ask me any follow-up questions! What I Do: - Manage Inbound & Outbound Calls - Ema...

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    Tele CRM application development with attendance, and tracking of employee in the field.

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    ...or digital services industry. Strong communication and interpersonal skills, with the ability to build rapport and trust with clients. Excellent negotiation and persuasion abilities, with a knack for closing deals. Self-motivated and driven, with a passion for achieving and exceeding sales targets. Ability to work independently and as part of a team in a fast-paced environment. Familiarity with CRM software and sales tools for tracking leads and managing pipelines. Prior experience in selling website development services or related digital solutions is a plus. Willingness to travel and attend client meetings as needed. This is a % based position with an excellent opportunity for a motivated sales professional who thrives in such an environment. If you have a passion for sales and...

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    I'm looking for a CRM guru to provide personal training, specifically covering everything from basic navigation to the more advanced features and customisations. We will also need to delve into reporting and analytics. Ideally, you should be an expert in CRM who can quickly familiarise me and my staff of one with the platform. I'd be grateful to connect with someone who has: - An advanced knowledge of CRM. - Proven experience as a trainer. - The ability to explain complex functions in a simple and understandable manner. - Experience in working with small teams or individuals. Now that we've identified our requirements, would you be our CRM guide? Let's connect and maximize our system utilization!

    $19 / hr (Avg Bid)
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    I am urgently looking for a seasoned training expert, who is capable of providing extensive training on Workflow Automation, Customizable Dashboards, and Task Management features to help me achieve CRM proficiency ASAP. Required Skills and Experience: - Proficient in CRM - Expertise in Workflow Automation - Familiarity with Customizable Dashboards - Mastery in Task Management - Exceptional teaching skills Remember, you are only training one employee (myself), so I would appreciate a tailored approach. The training should be comprehensive but not time-consuming, since I require the skills ASAP. Only interested in freelancers available for immediate start.

    $10 / hr (Avg Bid)
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