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    2,000 zoho crm email template attachment jobs found, pricing in USD
    Zoho Analytics 6 days left

    I am looking to generate an Inventory Forecast Report like how much quantity of which Items needs to be ordered for the expected requirement of next 3 months, based on the following data from ZohoBooks: 1. Item-wise Sales quantity trend for the last 6 months. 2. Expected Delivery Date (EDD) of the Purchase Orders booked in ZohoBooks with Status as "Issued" 3. Item-wise Accounting Stock in hand as on date in the ZohoBooks

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    Our company is seeking a packaging designer to overhaul our current packaging design. The primary reason for this rebrand is that the product in question is a new brand that we have acquired. We now need to infuse it with our bran...brand integration and how to maintain a cohesive design across multiple product varieties. Experience with Adobe Creative Suite or similar software will be an advantage. Main Scope: Font side: Replace Red with Green, and format of Bali Nutra style. Incase the reese with blue, red, gold foil that overlaps. Color font of Cashew in Blue, Almond in Red, Peanut in Gold. Back Side: Similar to attachment (Exclude Nutritional Data Provide Editable Files with fonts in corel or photoshop and Jpg, and pdf. Attached Reeses_Minis Front Reeses_Minis Back. BaliN...

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    HI Hasib, I will need to get your help to design a framework and template for our Observata whitepapers. I would like them to have their look and feel as the datasheet designs you made prevously. I will send a whitepaper for you to start working with. I have hired a marketing manager, his name is Rasmus, and he will be using my account to start communicating with you. We will need to have that finalised be the end of next week.

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    Trophy icon Dance Studio basic website 2 days left

    As a thriving dance studio, I am in need of a website that succinctly provides potential customers with information about our studio's history, our instructors' profiles, and the facilities we provide. The main objective is to make visitors understand what we are offering in a clear, engaging way. Ideal Skills: - Experience in web design for similar businesses...The main objective is to make visitors understand what we are offering in a clear, engaging way. Ideal Skills: - Experience in web design for similar businesses - Ability to create an intuitive user-interface - Capable of cleanly integrating text and photos for historical, personnel, and facilities information I am able to upload photos and my information to each page. I just need the basic template set for ...

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    I'm having email sending issues with WHM and cPanel due to the HELO_NO_DOMAIN error. My primary goal is to ensure proper email authentication and prevent emails from being marked as spam. I'm also looking for help troubleshooting this issue. Ideal Skills and Experience: - Expertise in WHM and cPanel - In-depth knowledge of email delivery systems - Experience with email authentication protocols - Ability to troubleshoot HELO_NO_DOMAIN error - Familiarity with spam prevention tactics - Previous experience in resolving similar issues

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    I need a creative email template designer who is proficient in designing for Outlook, with a focus on responsive design. Key Requirements: - Proficiency in creating email templates for Outlook. - Experience with responsive email design. - Strong understanding of email marketing best practices. - Ability to design a visually appealing, engaging and professional template that aligns with the marketing requirements. Ideal candidates will have a strong portfolio showcasing their previous email template designs, particularly those tailored for Outlook and responsive layouts.

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    1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entere...fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Cam...

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    I'm in immediate need of an experienced designer who can create a proficient and eye-catching email template in Klaviyo. Here are the details: Ideal skills and experience for the job: - Knowledge and experience using the Klaviyo platform for designing email templates - Familiarity with various email client requirements to ensure compatibility - Strong communication to update progress and make any adjustments swiftly Please attach any similar email template projects you have worked on in your proposal. I look forward to working with you.

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    I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...

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    I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...

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    ...files weren't mentioned, the ideal candidate would have experience in updating customer, product, and supplier details in D365. - System Integration: You will be connecting D365 with other systems, with a particular emphasis on CRM, ERP, and e-commerce platforms. Ideal Skills: - Proficiency in D365: Experience with Dynamics 365 is crucial for this project, as you'll be working within this system extensively. - API Development: Proven expertise in developing API endpoints is a must. - Systems Integration: Previous experience integrating systems, particularly with CRM, ERP, and e-commerce platforms, will be highly beneficial. - Attention to Detail: Given the nature of this project, a keen eye for detail is essential to ensure the smooth and accurate updating of ...

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    Hello, We are looking for a Creative Designer to reproduce 3 kit of editable resume (CV) + cover letter templates. It’s to say 3 resume and 3 cover letter in Word an...Requirements : • Resume in A4 (3 colors variations): Word (.docx) and iWork Pages (Mac OS) • Cover Letter in A4 and US Letter size (3 colors variations) : Word (.docx) • Totally Print Ready • Easy to edit • Only Free Fonts Used • 300DPI, CMYK Color You would need to sign a contract stating we are the original owner of the designs and permission to use the work for commercial purposes, including sale of template. We will need an invoice from you for the regularization of the payment. Please submit links to portfolio or resume samples. If we are happy with your job, we will ask y...

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    I'm in need of a professional who can integrate my Weebly website with Mailerlite, an email marketing tool. This expert should be able to implement the following features: - Setting up a newsletter signup form - Creating automated email campaigns - Assisting with subscriber segmentation The ideal freelancer for this job should possess a strong background in Weebly website management and be proficient in working with Mailerlite. Experience in email marketing strategies and a good understanding of implementing sign-up forms, automated campaigns, and database segmentation is crucial. If you have the expertise to seamlessly integrate my website with Mailerlite and help maximize its email marketing potential, I'd love to hear from you.

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    ...serious and polished side. The project specifics are: * Professional and sleek branding: The templates need to exude a sense of professionalism and sophistication. * Key elements: Each template must incorporate our logo and our social media links etc. Please remember, the focus should remain on sleek minimalism, even while adding these elements. * Layout Variation: Each of the five Mailchimp templates needs to be unique in terms of layout. Differences in template layout will allow us flexibility and variety in our email campaigns. Ideal candidates for this project have a solid background in email template designs, Mariella in Mailchimp, and have a keen eye for detail to ensure minimal and professional aesthetics. The successful freelancer will cre...

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    All the details are in the attachment.

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    fixed price, not for profit, We work in real time via screen share. - Predefined donation amounts: I'd like to provide a few fixed donation options for the convenience of the donors. - Custom donation amount entry: There should be a field where donors can manually input their desired donation amount. - Recurring donation option: I want donors to be able to make monthly donations, in addition to one-time donations. The captcha system I prefer is image-based. It should be user-friendly yet effective in preventing spam and bot activity. or recaptcha3 As for the payment gateway, I am specifically looking for Moneris integration. It's crucial that the forms and transactions are secure and reliable. Ideal skills and experience: - Proficiency in web development, particularly cre...

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    I need a skilled graphic designer to create a logo and PowerPoint template for my anchoring profile. The project is time-sensitive, so I'm looking for someone who can deliver quality work quickly. Key deliverables: - Logo design: I need a unique and eye-catching logo that represents my brand and can be used across all marketing materials. - PowerPoint template: I need a professional and visually appealing PPT template that I can use for my presentations. Ideally, you should have: - A strong portfolio of logo and PowerPoint template designs. - Experience in brand identity design and marketing materials. - The ability to work under tight deadlines without compromising on quality.

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    ...implement industry standard features that will make our URLs effective and user-friendly. - Creating a webpage that adheres to the best SEO practices. The webpage should include essential features such as meta tags and heading tags to optimize our search engine visibility. Your goal is to improve our ranking and online presence through the webpage. - Design and implementation of an OGP markup template and a custom teaser component. This requires overlaying the core component using a data layer. You are expected to create a captivating and innovative teaser component that drives user engagement and interest in our content. Ideal candidates for this project should have: - Extensive experience in web development, particularly in URL shortening, SEO optimization, and creating enga...

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    ...experience, with intuitive navigation and responsive design to ensure compatibility across all devices and platforms. Visitors should easily find the information they need and be encouraged to take the desired actions, such as contacting us for more information or requesting a quote. Integration of Contact Channels: Contact information, including email, phone, and possibly live chat support, should be readily accessible throughout the website. Integration with CRM systems or lead capture forms may also be required to effectively manage inquiries and leads. Compliance and Security: The website should adhere to best practices for web development, including compliance with relevant regulations such as GDPR. Security measures should be implemented to safeguard user data and ma...

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    make reviews on website not go live automatically but ONLY after admin approval. to AVOID SPAM and false reviews (also create email alert for notice of "new review pending" status when created - to go to signsdelivered@gmail .com)

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    Stable Email Server Setup 6 days left
    VERIFIED

    ...VPS and email servers. The current system I have in place with Contabo and Zimbra is unreliable and requires daily restarts, clearly, this is far from ideal. Your task will be to either create a stable setup with the current tools, or propose and implement a new, more reliable solution. Key Aspects: - High uptime: The system should rarely, if ever, require manual restarts. - Scalability: While the exact number of email accounts needed is not yet determined, the setup should be highly scalable to accommodate growth. Support: - Although no specific level of support was specified, basic troubleshooting is expected as part of your proposal. Higher level support options can be discussed based on your recommendation. Ideal candidates will have experience in server mainte...

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    Hi Nida, I have another small job that I would love your help with. It is just a matter of adding and styling a small table in the word template that you previously created for me. I will send you an example of the styling we want and the table content.

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    I need a professional to create a modern and clean HTML template for my newsletters. The structure is quite simple, as the template only requires a single section. The key job requirement includes experience and expertise in HTML email templates. Having a sense of clean and modern design will be greatly appreciated. As your primary task is creating a template that effectively communicates my messages to our subscribers, your ability to create engaging and well-organized content is crucial.

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    Converting invoice template from pdf to hostbill

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    ...automate tasks within my business. This involves: - Sales and CRM: A seamless system that streamlines sales and communication with our customer base - WhatsApp Integration: An impressive system that sends and reacts to WhatsApp messages automatically - Email Automation: An efficient system that allows automatic replies, scheduled sending, and manages email campaigns This project demands a good understanding of Odoo and automation techniques, knowledge of WhatsApp and email systems, and a knack for simplifying complex workflows. The objective is to improve efficiency, communication, and customer interaction within the company. Upon customer sign-up, the system would trigger a series of communications via WhatsApp, SMS, and Email throughout their subs...

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    ...School for the Deaf, in order for us to be able to post our services or working closely with them, we have to get their school broad approval therefore, I'm seeking a skilled marketer for an inclusive email campaign. This project will aim to both deaf and hearing individuals. The essence of this campaign is to promote services for the deaf with development disabilities. Key Attributes: - Expertise in Email Marketing - Experience in audience-targeted marketing - Deep understanding and empathy for deaf culture with developmental disabilities Responsibilities: - Creating an engaging email campaign - Blend awareness about deaf culture with promotion of universal products/services - Achieve maximum reach and conversion with design ideas catering to bo...

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    Hi There I'm looking for making predictive and descriptive and explorative elements with tableau or Power BI Please check attachment before bid Thank you

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    Honeybook Workflow 6 days left
    VERIFIED

    Looking to improve Honeybook CRM workflow

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    Hi. Im looking to give an opportunity to help create my email signatures for my business. I will supply a sample of how the email signature should look, all names, numbers, logos, color codes and email address. I will need you to create a PNG and JPEG ready to be uploaded to all email accounts. I have uploaded a sample of how we want to exactly look. There will be be 11 signatures that will need to be created with different names, email accounts and numbers I am in need of a specialized designer who can create a professional email signature design for Microsoft Outlook. This design should be clean, crisp, and reflect my professional brand image. Key items to include: - Contact information: name, job title, phone number, and email address...

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    Refer to the aboriginal art attachment - all website entries must adopt this style of graphic design to be considered. Products & Services: -Cultural Awareness Training -Pathway Programs -Tourism -Site Clearance & Monitoring Training -Community Programs -Cultural Arts & Craft Pathways -Dance Academy/Dusty feet mob -Consultancy -Cultural Education camp -Mentoring Program -Aboriginal Cultural Activities -Traditional Healing Features and Purpose: - The primary purpose of the website will be to describe and promote my services, which include cultural workshops, training sessions, event planning and coordination. I also provide specialized services as an Aboriginal liaison officer and possess the ability to design and execute corporate training packages. - In addition...

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    I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding of sal...

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    I'm experiencing an issue with my email that was linked to Google Workspace. After transferring my website to a new hosting, the email stopped working. Now whenever I try to send an email, even though Google permits my login, I'm encountered with an error message (This is the message i receive now: 550 5.1.1 : Recipient address rejected: undeliverable address: host [private/dovecot-lmtp] said: 550 5.1.1 User doesn't exist: xxx@xxx (in reply to RCPT TO command) I don't know how to verify if my DNS settings update is aligned with the new website hosting. I need urgent assistance from an experienced individual to amend this issue. Ideal Skills: - Experience in troubleshooting Google Workspace email issues. - Proficiency in DNS settings and ...

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    Most Interesting and Challenging Work ------------------------------------------------ We need to create a webpage as document template builder so that user of the web application can design a template of certificate by dragging and dropping components and altering the styles in every aspect like - changing text style, background color and images, page size, water mark. That template will be saved and used for generating certificate of multiple person by changing data only. User don't know coding - everything should be user friendly to design the template. To provide more clarity and to set detail expectation - live demo will be shown. Developer should be very strong technical to build with quality and user friendly.

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    I'm looking for a skilled freelancer to craft a versatile Project Template with Task Management features. In addition, I need a Work Order Template made that can integrate with D-tools for easy part number and work detail import. Key Requirements: - A Project Template with robust Task Management capabilities. - A Work Order Template that allows for moderate customization. - Direct integration with D-tools to import part numbers and work details. It's crucial that both templates are user-friendly and straightforward to understand and use. The Work Order Template especially must be set up to work seamlessly with D-tools, ensuring a smooth import process for the necessary data. Ideal Skills: - Experience in creating project management and work...

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    I am about to start a Copywriting Business, and I wanted help setting up a Website to market my services. - I am completely fine with using a template - I will write the copy - I want the website to be easy to customize and change over time - I want complete control over the backend - I'm open to using WordPress, Ghost or any other CMS that makes sense.

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    I need building blueprints for a medium-sized shed intended primarily for storage purposes. The shed should include electrical installations; suitable for submission for permit application. - The shed is 10x12; 120 sq ft. - It should be designed with a loft space as described in the attachment. - The blueprint should cater for installation of electrical fixtures, sockets, and lighting in predetermined locations, supplied upon approval of project. - Please ensure the design is sufficient with all elevations required for building application submission. Ideal Skills: - Proficient in CAD software for blueprint creation - Experience in designing sheds or similar structures - Knowledge of electrical installations and safety standards in construction - Able to balance aesthetics ...

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    We need few customizations done for Perfex CRM and Custom Module Development for Perfex CRM. If you have experience in creating custom modules or customizing core of Perfex CRM, then you'll easily understand requirements. I have a detailed list of features I need developed, I'll share that document with those who are shortlisted for this project. You must mention "Dell" in the proposal in order to be noticed. Here is a brief for List of Features. 1. Invoice Currency Conversion using API and storing conversion rate in the database with date 2. Storing invoice value in base currency that is calculated based on conversion rate in the database so the total revenue is correct. 3. Invoice Custom Field Behavior changing, width of dropdown, custom fi...

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    I'm looking for a capable .NET developer to create a WebAPI using the Visual Studio template "WebApi Net core (Minimal api)". It needs to have Authentication and Authorization in place, using the X-API-Key. Key Requirements: - Authentication and Authorization: You need to enable X-API-Key based authentication and authorization for this WebAPI. - Data Model: The WebAPI will manage a simple 'City' table, performing basic CRUD operations. Expectations: - The X-API-Key should be hardcoded in the application. - The WebAPI should be developed using .NET 8.0 and the Visual Studio template "WebApi Net core (Minimal api)". - Data access should be implemented using EFCore. - Authorization should be handled through middleware. Ideal Skills and E...

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    ...a proficient business analyst tasked with requirement gathering and analysis of my CRM systems. The key objectives of the role include identifying customer preferences and analyzing market trends through detailed data collection. Potential candidates must have demonstrated experience in the following areas: - Solid understanding and hands-on experience with CRM systems - Proficient in requirement gathering and analysis - Excellent data gathering and interrogation skills - Able to provide insights into market trends - Must offer strategic recommendations on process improvements. Applicants with a knack for turning data findings into actionable insights would be favored. An in-depth understanding of CRM Systems, market trend analysis, and customer preference ide...

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    Are you a talented app developer with expertise in Bubble and CRM integration? We're looking for someone like you to join our team on a freelance basis and help us bring our vision to life! Project Overview: We're seeking a skilled developer to design and develop an app using Bubble that seamlessly integrates with our CRM system. The app will streamline our processes, improve efficiency, and enhance user experience by providing a user-friendly interface for managing contacts and data. Key Responsibilities: Collaborate with our team to understand our CRM system and business requirements Design and develop a user-friendly app using Bubble that integrates seamlessly with our CRM Implement features for managing contacts, data entry, and reporting Ensur...

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    I am in need of a skilled email marketer who can target potential clients within web design agencies. The goal of this campaign is to promote a particular product awareness and sales Key Responsibilities: - Develop a strategic email marketing campaign that allows us to effectively deliver our message to web design agencies. - Potentially recommend and implement email marketing software, if it aids in increasing efficiency and effectiveness. Ideal skills and experience: - Proven experience in executing successful email marketing campaigns - Specific experience targeting web design agencies is a plus. - Working knowledge of renowned email marketing software. - Excellent written communication skills - Strong understanding of B2B marketing - Ability to an...

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    I need an expert in Microsoft 365 and Outlook to configure my email accounts and set them up ready for use with Power Automate and Microsoft Defender. Key Requirements: - Expertise in Microsoft 365 and Outlook email configuration - Proficiency in setting up email accounts - Experience in using Power Automate to automate email workflows and integrate with other tools or platforms - Knowledge of Microsoft Defender The goal is to have my emails set up efficiently and securely, with the ability to automate workflows and integrate with other tools/platforms, all while ensuring the highest level of security with Microsoft Defender. Your role would be to configure the email accounts, set up Power Automate for email workflows, and integrate it with ot...

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    I'm seeking a skilled MEAN Stack developer to improve our existing web application. Your tasks will involve multiple areas including: - Modifying existing features for better functionality - Reworking the user interface - Enhancing performance - Refactoring and remediation activities The developer should be proficient in using Git and Azure DevOps, Zoho services (subscriptions, CRM), Firebase and have previous experience with Azure resources. A working knowledge of Agile or Scrum methodologies, unit testing and code coverage is also required. It's important that you have proven experience with both the front and back-end of web development, as this is a full-stack position. While it's not required for this job, experience with e-commerce functionality, socia...

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    ...each paragraph in a parent issue. The child issue should inherit all attributes of the parent issue. Each paragraph in the parent issue will automatically create a separate child issue based on that paragraph. A way for Jira automation to identify a double line break needs to be created. The automation should auto populate all the child issue field with the same attribute as the parent. See attachment for example Key Requirements: - The child issue should be created in Jira Cloud. - The automation should be triggered when a parent issue's description is updated and contains a double line break. - The child issue should mirror all attributes of the parent issue. The ideal freelancer for this project would: - Have prior experience with Jira Cloud automation. - Be familia...

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    I'm seeking an expert data analyst specializing in financial data analysis for real estate development projects. The focus will be on the financial aspects of our upcoming construction project, specifically concerning future projections for the next 10 years. Candidates should be competent in: - Creating custom excel/ google sheet template - Forecasting Capital Expenditure - Predicting Cash Flow - Delivering revenue Projections Your role will involve analyzing, interpreting, and providing insights on these aspects. Proficiency in financial modeling and forecasting is a must. Knowledge about the construction sector will be highly regarded, and prior experience in real estate development is a bonus. To make informed decisions, we're relying on accurate and in-depth anal...

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    ...search of a talented developer to create a web-based CRM system for my business. Here's what I need: - The CRM system should be accessible through a web browser. - Its primary function will be sales tracking. I want a solution that will help me monitor and manage sales effectively. I envision the CRM system to perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM...

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    I am looking for a highly skilled professional who is proficient in coda.io. Th...proficient in coda.io. The right candidate will assist me with: - Creating 1-5 templates tailored to my business needs - Designing intuitive dashboards to streamline data visualization - Implementing moderate complexity automation processes This role demands a high level of attention to detail and a deep understanding of 's capabilities. Ideally, you will also demonstrate prior experience in template creation, dashboard design, and automation within similar platforms. Proficiency in understanding business requirements and crafting solutions that enhance operational efficiency is vital for this position. Get in touch if you harness these skills and are ready for a moderate level of technical com...

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    I'm looking for a skilled professional to automate the task of entering data from specific Outlook emails into a structured format. The ideal candidate will have experience in: - Automating data entry tasks, and particularly from emails. - Working with Outlook's API or related tools. - Developing scripts or software to extract and categorize email content based on specific criteria. Key requirements include: - Extracting and processing data from emails based on criteria like sender's identity and keywords. - Ensuring the data is accurately transcribed and structured according to a predefined format. - Ensuring the process runs smoothly and efficiently, with the ability to handle a large volume of emails. - Providing a user-friendly solution, which could potentially ...

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