CRM Jobs

You have to remove inventory transactions from Zoho inventory. Only 1000 items. Need to complete within a day.

I am in need of someone to help customise my company's Zoho One Apps. Primarily, this would include a great user interface, data visualization, and workflows and automations to improve efficiency. Although I do not need customised forms or reports, setting up user access and roles is essential. Therefore, I am looking for someone who has experience customising Zoho One Apps and who is able to configure the necessary user access and roles. If you think you have the right skills, please contact me and let me know how you can help. Thank you!

Looking to connect few software to trigger each other, like shipping tracking software to build into phone system so the phone will call customers about updates on delivery etc.

Looking for a right hand person for my marketing agency- you will be an Administrator of Go High Level and run all of our back office operations and email campaigns. The right person will know what Go High Level can do and use their skills to maximize its capabilities to deliver an incredible experience for clients (and future clients). Responsibilities: Configure and administer GoHighLevel CRM Create high converting campaigns, funnels, and sales pages Design multi-step messaging, reminder, and follow up sequences via SMS and email Track and monitor system automations to ensure they are working as designed Integrate and exchange data with Google Workspace Load and maintain course content Ensure data integrity between systems and integrations Zap integrations Email campaigns with ...

My project involves custom report building for a Salesforce service. The users will have full access to the data and I need the reports and data to be available in the format of Salesforce. I am looking for someone who is well-versed in Salesforce and familiar with custom report building so that I have accurate and reliable reports. The reports must be easy to read and presented in an organized manner using appropriate language and style. Additionally, the dashboard must be configured so that I can easily track and monitor data updates on a regular basis. The chosen freelancer must be able to demonstrate their ability to produce efficient results and produce quality reports in a timely manner.

I am looking for someone to help me install, configure and integrate a Zoho app workflow. I have all the necessary access credentials ready to go, but may need help obtaining them if a problem arises. Additionally, I need assistance with setting up authentication and environment variables so that my Zoho app workflow can properly function.

I'm looking for help with setting up and configuring ZOHO Property Manager. I need assistance with the setting up and some changes to work for my property tenants outstanding utility balances and complaint tracking. ,I would also to put a calendar for daily tasks for credit control or calls due that day. So, if you have experience in ZOHO Property Manager, please message me and we can discuss this project further.

I need an MS Access CRM database created wherein data can be imported from several different excel spreadsheets to start. The CRM is to be used by several ppl around the US to enter data into it (from their phone calls) but who cannot delete any such information. Those using the database shall only be able to see their data and no one else that uses the database. In addition to the contact information, the Access database shall also have additional tables about certain real property information (land and buildings, including "typical" land size, zoning, building size, zoning, and specific real property information) as well as calendar scheduling for follow up calls or meetings. The information that will be imported from the Excel spreadsheets is information downloaded from gover...

I am looking for an experienced administrator for regular support for a real estate team. The successful candidate should have a strong background in working with real estate agents by offering assistance with admin tasks, email inbox management, agent outreach, phone calls and more. Someone who is meticulous and has excellent attention to detail and reliable organizational skills is necessary. Experience in a similar role would be preferable. The ideal person should be self-motivated and a team player. If you feel that you have the skills and experience to work in this position, please apply now.

I am looking for an individual to provide expert administrative and social media assistance. Responsibilities include daily management of communications, email inbox management, social media posting, and various other projects as needed. My team needs someone with excellent organizational, research, and communication skills. They must be trustworthy and possess strong problem solving and analytical skills. The ideal candidate should be detail-oriented, tech savvy, skilled with Canva and able to work independently in a fast-paced environment. They must also have experience with social media marketing, excellent English language skills and have admin experience with assisting a real estate agent. This position is perfect for someone who is looking for a predictable schedule and the ability t...

I am looking for help setting up a survey in Salesforce Lightning. I already have a plan to use the Salesforce Survey Builder and will need the survey to collect feedback from customers. I'm looking for help setting up the survey, reviewing the results, and customizing the survey questions as needed. This project will require knowledge in Salesforce Lightning, use of the Survey Builder, and collecting customer feedback. If you're an experienced Salesforce Lightning professional, please reach out and let me know how you can help with my project. I'm excited to work together to get my survey set up!

A multi-billion auto-manufacturing company in the US is building a small team of top data-engineering and Salesforce experts to spearhead their marketing efforts. Very high-paced and dynamic environment, will require delivering immediate results. The immediate top priority is creating Marketing Cloud Journeys, Data Extensions through API, automation of monitoring and data validations, building new environments for SFMC. SFMC developer role requirements: Experienced Salesforce/SFMC developer/architect (min 5 years of experience) Recent hands-on expertise and deep knowledge of SFMC APIs. Expert in integrations, ETL, orchestrations, data modeling. Python, scripting, automations. Fluent in English A candidate needs to be available at least 5 hours between 8am and 5pm EST.

We have recently moved from Zendesk to Freshworks and we need an experienced consultant that knows the Freshworks suite inside out and can assist us with a fast implementation of the top features we need. We particularly need help with Freshchat and Freddy but also Freshdesk.

I am looking for an Expert using Hubspot CRM and a Personal Assistant to manage my schedule to close sales.

We are Zenopa Recruitment, a recruitment agency based in Penn High Wycombe. We have a custom CRM system which has a map integration - so that we can tick up postcodes in order to see where candidates are based. We are then able to find out commuting distance and relocation for the jobs we work. We need this integrated into a new CRM system called Target Recruit. They said that they can't do this themselves, so we are now in need of an IT Developer to do this for us. Attached is a visual of what we will need. Thanks,

Skills required: 1. Zoho CRM Implementation 2. Zoho Blue Print 3. Zoho Command Center 4. Zoho Marketing Campaign Automation 5. Zoho Desk 6. Zoho SalesIQ 7. Zoho Analytics 8. Zoho CRM Modules, Fields, Templates & webforms 9. Zoho CRM customizations

We are seeking an experienced Sales Director to join our Client Success team. The ideal candidate will have a proven track record of success in advertising sales or business development. You should possess excellent communication and interpersonal skills and demonstrate strong organizational and problem-solving abilities. Sales Representative in Advertising - Responsibilities: Achieve revenue quota and manage client forecasts Develop and manage long-term relationships with key clients to ensure customer satisfaction and loyalty Analyze client data to identify trends and opportunities for growth Develop and implement strategies to maximize client retention Monitor and adjust the client experience to ensure the highest quality service Respond to client inquiries in a timely and effective ma...

I am looking to have a custom-made on-premise CRM built with advanced complexityon Zoho Creators. This CRM will be designed by my team to fit my company’s specific needs and requirements, and should be built to handle more complex tasks than your average off-the-shelf CRM. Our team is looking for a capable freelancer to build a comprehensive, tailored system to meet all of our expectations.

I need a module for perfex crm that can give you a report with selected advance reports. Per country, state, sales rep, item, customer. Please let me know who can assist with this development

I am looking for an experienced freelancer who can help setup our Hubspot CRM. The necessary actions that need to be taken to complete the setup include designing automation flows. We have an existing Hubspot account, and we need assistance developing reporting on Hubspot data. If you have experience working with Hubspot CRM and can provide us with this setup, please get in touch.

I am in need of an appointment setter who can help me with setting up video conferences with prospective customers. This will include prospecting for new clients, so I need someone willing to not only set up meetings with existing contacts I provide, but to also search for and call potential customers based on criteria such as industry and location. I have the exact phone scripts of what to say. The appointment setter should be diligent in their research, organized in their approach and professional when reaching out to potential customers. My goal is to connect with prospective customers in order to discuss my product/service offerings and establish an ongoing relationship. If you’re an experienced appointment setter who has a proven track record of success in this field, I invit...

erpnext 14.X installation, configuration & customization ... docker skills very important - All modules should be unlocked. Keyword: Monolith - Most important reports (graphical) should be added in the areas home page, CRM, accounting, HR, projects, sales, support, website, knowledge. - Most important email templates for customer communication in support and customer contact ... - Different roles employees, customers, partners ... furthermore we would like a long term cooperation for further changes docs etc.... docker skills very important

I want to build the custom crm project with customer management and report generation feature. This is long project,i want to start this asap. --------------------------------------- (don't waste your time if you're not familiar with laravel and CRM)

I am moving from Tally to Zoho. I am looking for someone who can carryout the implementation of Zoho Books and Zoho CRM

We have a working Zoho CRM database for our travel company. However, it was set up by someone who didn't really know what they were doing (me) and now we are starting to outgrow it. We have a list of things we need it to do differently and updates that need to be made, but I don't have the knowledge to be able to implement them. I imagine it will be a few days' work for someone who knows what they are doing. We are based in the Sydney CBD. I think it will be best to find someone who is able to come in so we go through our requirements in person.

PLEASE READ THE DESCRIPTION AND PROVIDE A TAILORED APPLICATION. We need two additional SENIOR developers (expecting 7-15 years of experience) to join a small team of 6 that is dedicated to supporting one customer for a 3-6 months period (possibly longer), after this engagement has finished we have new contracts starting so there is the potential to continue working with us on other projects. The salary is $1,300 per month (full-time), working standard IST office hours. Both developers MUST have solid, demonstrable knowledge/experience with one or more above applications (or possibly other ready-made open-source applications - NOT FRAMEWORK DEVELOPMENT as long as the projects are/large and complex). MUST be able to handle large/complex projects and be able to demonstrate experience of t...

I need the layout of my CRM customised for my business (entities, layouts, labels and relationships) The following need to be integrated and connected Accounts Contacts Leads Opportunities Cases All Files and access to the CRM are provided, i just want tags and labels i wont need replacing with ones i will use.

Brief: company in the paint materials and sports equipment field would like you to set up the company account on salesforce. And monitor the applied setup to the main admin. Recruit Requirement: • English language is a must to communicate Arabic is also desirable. • Proved experience in managing salesforce accounts. • Recorded or provided a written report on the software's applied steps. Project details: 1. Create licenses in the salesforce for the team members. And limits their access based on the admin request. 2. Set up the accountant page. 3. Set up email campaigns. 4. Set up a WhatsApp communication panel in the software. 5. Record a tutorial on how to use the software after the setting up. 6. Sync google Zoho calendar to Salesforce software.

i need a salesforce developer who also has experience in doing salesforce admin task. you can message and bid here

I need an app for use with storage unit properties that is modeled after storedge that integrates with existing free open source accounting/crm/erp software such as Oodo, Nolapro, etc. It will be capable of being hosted on Linux servers and have a web interface. It will also support multiple locations for the same user. The selected underlying software should include full accounting capabilities. The deliverable will include a sales website for this software that will allow the purchaser to do the following : Note 1: Once the customer creates their account, my server will automatically be configured to host their website and the management software Note 2: I would like the same freelancer to develop the gate controller software. 1. Establish a user account 2. Set up automatic payme...

I am interested in exploring a solution for sending bulk WhatsApp messages to my customers. Although I have over 2K leads, I do not want to use the WABA API as it limits me with credits and requires me to use a specific platform. Instead, I would like to use my business WhatsApp number, which is currently active on my phone and WhatsApp Web. I am looking for a bulk message system that does not need to be integrated with my Zoho CRM, but can still provide personalized messages to my customers. Ideally, I would like to send messages to my customers using a single platform and avoid the limitations of the WABA API.

Job Description: We are a leading solar industry lead generation and management company, specializing in providing top-tier customer relationship management (CRM) automation and lead generation software exclusively to the solar industry (SaaS). We are currently seeking one or two talented and experienced freelancers to join our team as Cold Callers and Appointment Setters. Responsibilities: Cold calling solar companies to introduce our software and services Scheduling appointments for 40-minute Zoom meetings where we showcase our processes and close deals (B2B) Overcoming objections and employing strong sales skills to secure appointments Requirements: Exceptional communication skills and fluency in English Proven experience in cold calling and appointment setting, preferably in the so...

Looking for an expert account manager for managing paid growth (Social Media, Search and other channels) for a fashion brand based out of Mumbai. The brand has creative and copywriting capability; the goal of the business is to acquire new customers and increase repeat purchase from existing buyers. Experience with fashion brands is ideal but not imperative.

Somos una empresa de hospitalidad que tiene implementado el sistema de Zoho one con sus distintos modulos, buscamos un programador que conozca sus distintos complementos y modulos y sepa realizar configuraciones relacionadas al funcionamiento con integraciones de las distintas unidades. Algunas de las funciones a configurar serán las siguientes: Seguimiento a las configuraciones previas de Zoho CRM,CLIQ,BOOK entre otras Armado de dasboard en zoho analitics Configuración de Recruit, Booking,woztell y relacionadas a Zoho one Trabajamos por alcances de proyectos y pagamos por el termino de los mismos.

Necesito una persona que este aostumbrada a vender servicios por teléfono para conseguir la venta del servicio. El servicio principal que deberá vender son formaciones de ciberseguridad a distintas empresas de distintos sectores. Necesitamos una persona: * Con don de gentes, amable, que sepa cerrar la venta del servicio y estar pendiente de ella. * Que tenga experiencia en la venta de servicios de forma telefónica. * Residentes en ESPAÑA es imprescindible, no se valorará a nadie sin este requisito. Se pasará un listado el cual deberá ir cumplimentando por cada llamada. Se paga 10 euros la hora iva incluido. Muchas gracias

Cerchiamo telefonista a tempo pieno nel settore della formazione finanziaria anche prima esperienza Siamo un'azienda leader nel settore della formazione finanziaria e stiamo cercando una telefonista a tempo pieno per ampliare il nostro team. La persona ideale per questa posizione dovrebbe essere una donna dai 30 anni ai 70 anni, SOLARE E SIMPATICA, con una buona conoscenza della lingua italiana e non residente in Italia. Mansioni lavorative: Effettuare chiamate outbound e inbound ai nostri clienti che hanno partecipato ai nostri eventi formativi e che desiderano ricevere maggiori informazioni Utilizzare il nostro crm e gestire la data entry. Offriamo orari flessibili, con un minimo richiesto di 6 ore al giorno per 5 giorni a settimana dal lunedì al sabato. L'orario mass...

Witam Szukam najlepiej jednej osoby, która pomoże mi zbudować CRM do obsługi zamówień ze sklepu. Proces w skrócie ma wyglądac tak: Zakup towaru i wprowadzenie argumetów zakupowych / mówimy tu o kuchniach na zamówienie Przekazanie zamówienia do podwykonawcy waraz z dokumentacją Wykonawca ma możliwość ze swojego poziomu edycje poszczególnych okien i komunikację ze sklepem Jednocześnie klient może śledzić w ograniczonym obszarze cały proces jego zamówienia Podwykonawca na bazie zleceń może kontrolowac rozliczenia ze sklepem Sklep widzi postęp prac z klientem Szczegóły projektu oczywiście w czasie indywidualnych konsultacji przekażę i dokładnie opisze wszystkie procesy. Współpraca jest rozwojowa i chę podzielić ją...