Sugar crm billing add jobs

As a fast-growing company, I need a professional well-versed in to streamline our boards and processes. This includes: - Establishing connections for our 'Leads', 'Scheduling', 'Patients', 'Reports', and 'Billing' boards. - Incorporating vital automations in our system such as task assignment, deadline triggers, document creation and reminder notifications. - Designing insightful dashboards namely, a Sales performance dashboard and a Financial dashboard. The ideal person for this job should have extensive experience and a proven track record in implementing and enhancing systems in monday.com. Their capabilities should extend to interpreting our company's needs into automated processes, and creating intuitive dashboards that ...

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 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 skilled developer to update an existing capacitorjs plugin to version 5 and introduce Android compatibility. I am looking for a Geofence plugin. I have a good starting point with a public plugin, but it needs updating. Here is the source repository: Please reference it, and add updates to it for capacitor version 5, update any of the swift or Objective C code that may be out of date, add corresponding support for Android. Key Requirements: - The main focus of this project is to enhance the plugin's compatibility with various platforms, particularly iOS and Android. - The plugin should be updated to Capacitorjs v5 to ensure it's leveraging the latest features and security patches.. Ideal Skills and Experience: - Proficient

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 - Str...

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...

Requirements: 1. Analyze and understand how the code works 2. Setup environment and run all the microservices and frontends 3. Figure out how to add a channel

My project requires development of a Set Top Box (STB) emulator for Android. This emulator must include: - IPTV login capabilities - A billing system - Integration with Stalker portal I need the system to be highly secure, therefore it should incorporate: - Two-factor authentication to guard against unauthorized access - Encryption for protecting sensitive data Ideal candidates for this role will have experience specifically in STB emulator development for Android, as well as a good understanding of security measures such as two-factor authentication and data encryption. Knowledge in IPTV login capabilities, billing systems, and Stalker portal integration is essential. If you will also submit the link of IPTV player sample that you developed, it will help you to get th...

I would like a logo designed for a Sugar Paste (hair removal) company. The name of the company: Queen Sugar Company I want the logo to be feminine and girlie. Thank you in advance. Key Requirements: - Primary Color: Fuchsia Pink Design Elements: - Incorporate a Crown, instead of traditional symbols like sugar cube. Maybe use a waxing stick as well. Skills/Experience Required: - Experience in logo design, especially in modern aesthetics - Proficiency with Adobe Illustrator or similar software to create high-quality, scalable designs. - A keen eye for detail and ability to create a design that is both elegant and visually appealing.

I would like to add new features to excalidraw. When importing SVG, I would like to add a function that can accurately recognize SVG's paths and curves and change the color and border color of each object. excalidraw_official site

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...

DETAILS: Existing Woocommerce website using Dokan Vendor plugin Vendor add product page has save button OK I need to add second button for "Save & Add Another” This new button should save and then load add new product page. Code should be added via snippet or child theme No upfront payment Milestone release upon satisfactory completion

...- 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'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'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...

...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 over. Attention to detail. Common sense. This job wi...

...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...

...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 over. Attention to detail. Common sense. This job wi...

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.

...building a robust, web-based Customer Relationship Management (CRM) app aimed at small to medium-sized businesses, as well as burgeoning startups. My expectation is a system that integrates three-fold functionality: • Coherent Contact Management: integration of an intuitive system to store and manage contact information. • Flawless Deal Tracking: A real-time, efficient system to track ongoing deals and future opportunities - very crucial for operations. • Advanced Email Tracking: A system that allows the tracking of sent and received emails, giving real-time updates and promoting efficient communication. In addition, the app should cater to finance, IT and HR operations, to facilitate seamless business activities. Developers adept in CRM software, experien...

I'm looking for a skilled freelancer who can help me with a PDF layout. Specifically, I want to add a new text block to the existing PDF design. Key Deliverables: - Incorporate a new text block seamlessly into the current layout - Ensure the text is properly aligned, sized, and formatted to match the aesthetic of the original document Ideal Skills and Experience: - Proficiency in working with PDFs and editing tools - Experience in graphic design and layout editing - Attention to detail and ability to match styles accurately Please note: I will provide the text content and the image, and I'm looking for someone who can execute the addition professionally and efficiently. Thank you.

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 a...

...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...

As a legal professional, I often deal with stacks of billing sheets that need to be manually entered into our legal billing software. I'm looking for a skilled individual who can assist me with this time-consuming task. Key Project Details: - Data Entry: You'll primarily be working with timesheets. - Volume: I estimate that I have more than 100 hand-written billing sheets that need to be transcribed into our billing system. Desired Skills: - Proficient in Data Entry: This project requires a high level of accuracy and speed in data entry. - Familiarity with Legal Billing: Experience with legal billing software or understanding of legal billing procedures would be beneficial. - Detail-Oriented: Precise and meticulous in handling d...

...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...

I'm in need of a professional to help populate my BIGIN CRM with contact information from an Excel file. The task will involve: - Transferring data from Columns A, B, C of my Excel file to BIGIN CRM. - Achieving appropriate data segregation based on geographic location within the CRM. This task will require a keen attention to detail and strong experience in and BIGIN CRM and integrate emails to Outlook. A solid understanding and experience in data segregation & bIGIN PLATFORM is also key for successful delivery of this project. The aim is to streamline my contacts for easier management. Your keen knowledge of geography and ability to dissect contact data is highly needed.

I'm looking for a professional photo editor to implement a realistic addition of a person from one JPEG image into the background of another JPEG image. It's crucial that the person added looks as natural and as originally part of the photo as possible. The location in the background where the person should be added will be specified. Skills and Experience needed: * Expertise in realistic photo editing * Familiarity with JPEG image formats * Ability to follow specific instructions for the placement of the person being added * Proven track record of similar photo editing projects in a portfolio (or provide examples) is a plus

...required permits before work may begin. Civil engineers also oversee the building of structures or systems throughout a project’s construction, and they help with signoff and other postconstruction activities. They ensure that work complies with safety regulations and adheres to design specifications, helping to resolve problems that may arise. At the conclusion of a project, they may finalize billing, inspection, and other completion details....

...ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM software to organize and manage project-related information efficiently. Software Proficiency: Must be proficient in Microsoft Office Suite, Google Suite, CRM software, and familiar with AI tools for research and data management. Additional experience with software development tools is a plus. Professional Attributes: The ideal candidate will have experience in supporting roles within the technology sector, especially those that involve substantial use of...

I'm looking for a Python expert to help me build a simple yet effective project. I need a program that can scan barcodes of grocery items and then provide me with detailed information about these products. This information should include protein, calories, added sugar, and any other relevant nutritional facts. Key requirements: - The ability to scan barcodes effectively and quickly - Retrieving information about the scanned products from an online source - Displaying this information in an organized and easy to understand manner Ideal skills and experience: - Proficiency in Python - Experience in working with barcode scanning - Familiarity with web scraping for nutritional information - Ability to create a user-friendly interface

"I want to create a simple Python project that can scan grocery items and provide information about them, such as protein, calories, added sugar, and other nutritional facts."

...ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM software to organize and manage project-related information efficiently. Software Proficiency: Must be proficient in Microsoft Office Suite, Google Suite, CRM software, and familiar with AI tools for research and data management. Additional experience with software development tools is a plus. Professional Attributes: The ideal candidate will have experience in supporting roles within the technology sector, especially those that involve substantial use of...

...Integrations: - Price comparison, GPS and mapping services - vehicle search API, Third party services for warranties and ancillary products - AI Tools like and SalesGPT for handling inbound and outbound calls - API integrations to the CRM/back office we decide on Primary Objectives: - Enhance user experience - Improve efficiency in managing listings and leads - Act as intermediary between dealership and user to enable buyers agent service Ideal Skills: - Proficiency in Flutterflow and GoHighLevel, Suite CRM or other turnkey solutions - Experience with integrating APIs from various service providers - Prior work with AI agent integration, especially in a marketplace setting - Strong communication to understand the omnichannel support required - Design skills for an

You have to add Monthly MCQ by pe day in the morning.

I'm in need of a skilled web designer who can craft modern, minimalist, and highly functional landing pages. Your main task will be to create visually appealing pages that effectively capture leads for a CRM platform. Key Requirements: - Expertise in web design, particularly with landing pages. - Prior experience with integrating landing pages with CRM platforms. - A keen eye for modern, minimalist visual styles. - Understanding of lead capturing mechanisms in design. - Ability to ensure the pages are fully functional and user-friendly. Your work will be pivotal in converting visitors to leads, so a strong portfolio demonstrating successful lead-capturing designs is a major plus.

Hi Dmytro, i have a new domain that i would like added to our server ( ) with SSL please. Also, if you have time, update any packages please?

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I'm seeking a talented developer...talented developer who can seamlessly integrate our existing CRM system with Odoo, specifically to streamline our sales processes. Ideal Skills & Experience: - Proficient in Odoo development and customization - Experience in integrating Odoo with CRM systems - Proven track record in streamlining sales processes through system integration - Strong understanding of CRM functionalities and sales processes. Key Responsibilities: - Analyzing our current CRM system and identifying integration points with Odoo - Implementing the integration to ensure seamless data flow between the systems - Ensuring the integration significantly enhances the effectiveness and efficiency of our sales processes Please provide samples of ...

I've run into a problem with my WordPress PWA plugin. Even though I've enabled the "Add To Home Screen" feature, it's not showing up when tested on mobile devices and tablets. The issue seems prevalent on both Android and iOS platforms. The perfect candidate to assist in this project would have: • Expertise in WordPress and PWA plugins • Proficient troubleshooting skills for addressing platform-specific challenges on Android and iOS • Experience in customizing PWA plugin settings to ensure optimal functionality. The goal is a seamless implementation of the "Add To Home Screen" feature across multiple device platforms. Your input and expertise are greatly valued in fixing this issue. Let's make this feature work seam...

In search of a seasoned CRM developer with experience in creating over 10 to 15 CRM software. The ideal candidate should have: - Proficiency in building key features and functionalities such as contact management, lead management, and sales pipeline tracking. - The ability to integrate the CRM software with social media platforms and customer support ticketing systems. - Skills to develop both web-based and desktop application versions of the CRM software. If you possess the skills outlined above and are able to meet these requirements, I encourage you to apply.

I'm in need of a Zoho Analytics expert to create a comprehensive dashboard for my business. The dashboard should utilize Charts and Graphs, Drill-down capabilities, and Data filtering features that Zoho Analytics offers. Key aspects of the project include: - Integrating data from Zoho CRM and Zoho Desk - Focusing on tracking Sales revenue Your role will involve: - Designing and developing the dashboard to visualize the data in an intuitive and informative way - Ensuring the dashboard is user-friendly and allows for easy drill-down into specific details - Implementing data filtering options to allow for customization based on user requirements Ideal candidates should: - Have extensive experience with Zoho Analytics, including its various features and integrations with other Z...

I'm looking for a talented designer to create labels for our Greek Spoon Sweet product - The focus is on the MAIN LABEL DESIGN. Note that there are 16 labels in total, but only 8 original designs are required as the fruit remains the same for both the natural and 'no sugar added' versions. Your primary tasks would include: Designs should capture the essence of organic, healthy eating habits, incorporating elements such as vibrant fruit colors, well being vibes, and imagery that evokes the richness, sweetness and indulgence. The design should reflect the premium quality of our product, appealing to a broad audience. Key Requirements: - Proficient in graphic design, with a strong portfolio showcasing label design work. - Skilled in using fruit illustrations and eleg...

I am seeking a skilled Salesforce CRM analytics expert who can fix a bug on one of the Dashboards in our CRMA Ideal skills and experience: - Prior experience with Salesforce CRM analytics, particularly with Reports and Dashboards - Excellent understanding of CRMA - Familiarity with identifying issues in CRMA