CRM Jobs

Project Overview: We are seeking a skilled freelancer to spearhead the comprehensive automation setup for our Granite and Marble business. The project involves the configuration of Zoho CRM, implementation of WhatsApp automation using XBOT, development of a user-friendly website, integration of Facebook PIXEL, and the execution of a targeted Facebook Ads campaign. 1. Zoho CRM Setup: Configure Zoho CRM to meet the specific needs of our Granite and Marble business. In-depth customization to ensure smooth automation of business processes. Inclusion of all pertinent business details and data for efficient operations. Integration of Zoho CRM with other relevant tools for a cohesive workflow. 2. WhatsApp Automation Setup with XBOT: Implementation of XBOT for WhatsApp automation to enhance com...

I am looking for a freelancer who can create a custom workflow action for my existing gohighlevel CRM. The specific action I need is to create appointments in the gohighlevel calendar. Ideal Skills and Experience: - Proficient in gohighlevel and its features - Familiarity with gohighlevel calendar functionality

An ERP system that can help us with CRM,Internal work monitoring,Customer care and other operational systems like inventory management along with customised dashboard for live monitoring and reports

I am looking for a freelancer who can create a client dashboard that is synced with our Salesforce CRM. The main feature we need for the dashboard is sales tracking. Please provide examples of your work, otherwise won't consider: > Client Registration Page + Skills and Experience: - Experience with Salesforce CRM and its integration with web applications - Strong knowledge of front-end development and user interface design - Ability to create a visually appealing and user-friendly dashboard based on client's ideas and suggestions

I am looking for a freelancer to help me with setting up Zendesk for my small customer support team. We have 1-10 agents and require some customization of the Zendesk interface, but not extensively. We would also need basic training for our team on how to use Zendesk. Skills and Experience: - Experience in setting up Zendesk for small customer support teams - Knowledge of Zendesk customization options - Ability to provide basic training on Zendesk usage

Project Title: Zoho Creator Barcode Scanning Issue Description: - The client is experiencing a specific issue with barcode scanning in Zoho Creator - They have no error messages or error codes related to the issue - The client has attempted troubleshooting but the problem persists Ideal Skills and Experience: - Proficiency in Zoho Creator and its barcode scanning functionality - Strong troubleshooting skills to identify the root cause of the issue - Knowledge of data integration and API integration with other apps

Description: I am looking for an expert who can customize my GoAutoDial 4 or Vicidial system according to my specific needs and apply my existing theme design to the agent call screen. The main focus of the customization is on reporting, analytics, and the implementation of my current theme design. Specific Requirements for the Project: Customization of the system to provide detailed agent performance analytics. Integration of the system with Excel for generating reports. Application of my existing theme design to the agent call screen. Ideal Skills and Experience for this Job: Strong knowledge of GoAutoDial 4 or Vicidial system. Proficiency in scripting and dialing rules. Experience in CRM integration. Expertise in reporting and analytics, with a focus on agent performance analytics. F...

Mandatory Skills: *Required Salesforce Platform Developer I / Platform Developer II Certified *Good experience in Apex/ VF & LWC skills *Good communication skills Experience -6+ years

We collect data each day, filter it and append some classifications and identifiers to each record. Now we need an email tool that can use these classifications and identifiers to select the email recipients, merge some specific content based upon the classification and send the proper content to the email recipient. Next, we need to manage the email responses. These will include the hard unsubscribe and soft subscribes. The project is better defined in the attached document. The project can be based upon open source or coded. We have been looking at Mautic for the email solution- Our objective is to automate the email tasks. This can be done by creating cron jobs based upon marketing campaigns, to land in inboxes and meet email protocols for proper B2B compliance. Or possib...

I am looking for a freelancer who can help me set up Zoho CRM for my business. The specific features that I need to set up in Zoho CRM are Sales Pipeline Management. I also require custom fields to be created in Zoho CRM to suit my business needs. I am starting fresh with Zoho CRM, so I do not need any assistance with data migration. Ideal skills and experience for this job include: - Strong knowledge and experience in setting up Zoho CRM - Expertise in customizing fields and workflows in Zoho CRM - Familiarity with Sales Pipeline Management in Zoho CRM - Attention to detail and ability to understand and implement specific business requirements

I am looking for a freelancer who can upgrade the current synchronization system that connects Smartsheet and HubSpot. It's working now, but a couple of bugs need to be fixed and all process needs optimization. The main goal of this project is to update deals in HubSpot based on information in Smartsheet. If everything is fine, we will need to connect couple another Sheets to the same HS account. Skills and experience required for this job include: - Proficiency in working with Smartsheet and HubSpot - Knowledge of API integration and data synchronization - Ability to develop a system that can periodically synchronize data between Smartsheet and HubSpot The synchronization is running by demand. If you have experience in and are familiar with Smartsheet and HubSpot, please reach o...

I am looking for an Odoo expert to assist a tour and travel agency with the implementation of the CRM and proposal module. Skills and experience required: - Strong knowledge of Odoo - Experience with implementing the CRM module in Odoo - Ability to provide advice and guidance on the best approach for our specific requirements and challenges. - deep knowledge on tour and travel management WITH Odoo Working: - we will have (paid) meetings - you document our requirements - we agree on them - you estimate - we agree to estimate - we award milestones Budget Our placed budget is a placeholder, place your best hourly rate to get considered

looking for an MS Dynamics expert

We are seeking a skilled Power Platform Developer with expertise in Power Apps, Microsoft DataVerse, Power Automate, and SPFx. The ideal candidate should have a strong background in designing, documenting, building, and deploying Power Apps and Power Automate flows. The candidate must be well-versed in low-code business application development, Microsoft Power Platform projects, and proficient in programming/scripting languages such as JSON and JavaScript. Responsibilities: Power Apps Development and Maintain existing apps Design and develop Canvas and Model-driven Power Apps using Microsoft Dataverse or other backend data storage models. Implement effective data and Dataverse entity modeling. Power Automate Flows: Design and implement Power Automate flows to automate business proces...

I am looking for a freelancer to provide smartsheet training for my team. Training Agenda: - Although I have a rough idea of the training agenda, I would appreciate the freelancer's expertise in finalizing the details. Familiarity with Smartsheet: - As a beginner, I am seeking a trainer who can provide comprehensive training to help my team understand the basics and functionality of Smartsheet. Training Setting: - I would prefer the training to be conducted in a group setting, allowing my team members to learn and collaborate together. Ideal Skills and Experience: - Strong knowledge and experience in working with Smartsheet - Previous experience in conducting group training sessions - Excellent communication and teaching skills to effectively convey information and ...

We are looking for ongoing support with Pipedrive development, specifically in lead management, reporting and integrations with our other platforms, particularly Zapier and Panda Docs. Pipedrive tasks include: - Automated message changes - Zapier – assisting with setting up new automations and editing existing automations - Organising and categorising leads - Updating lead information/status - Updating settings/dropdowns - Reporting - WhatsApp (API) integration & development: The integration should be one-way communication, allowing users to send messages from our platform to WhatsApp - Form building & integration - Providing advice and guidance on best processes and integrations with Pipedrive Panda Docs tasks include: We are seeking assistance with the specific fe...

I am looking for a software CRM expert who is experienced in Sales forecasting. The specific CRM software that I use is Salesforce, so knowledge and proficiency in this platform is a must. Requirements: - Expertise in Salesforce CRM software - Proven experience in Sales forecasting - Ability to effectively manage leads and contacts - Strong analytical skills to accurately forecast sales Timeline: - This project is urgent and needs to be completed within 1-2 weeks. If you have the necessary skills and can meet the tight deadline, please submit your proposal.

I am looking for a freelancer who can help me set up and integrate Facebook and Snapchat pixel with Zoho CRM for conversion optimization. I currently have all of these systems connected and my main goal with this project is to increase conversion rates. Skills and experience needed: - Strong knowledge and experience in setting up and integrating Facebook and Snapchat pixel with Zoho CRM - Proficiency in troubleshooting and debugging to ensure smooth integration - Expertise in optimization and tracking to maximize conversion rates - Familiarity with customer targeting and tracking customer behavior to optimize conversions

I am looking for a freelancer who can help me update sales orders in Zoho Inventory using the Zoho Inventory API and Zappier. Specific Information to Update: - TAX METHOD Trigger for Update: - Yes, there is a specific trigger that will initiate the update to the sales order. Ideal Skills and Experience: - Proficiency in working with Zoho Inventory and its API - Experience with Zappier and integrating it with Zoho Inventory - Familiarity with Zoho CRM, Finance software, and Email marketing platform If you have the necessary skills and experience, please reach out to discuss further details of the project.

I am looking for a freelancer who can assist me with setting up my CRM on Hubspot. I have a number of Excel lists of customers that I would like to have uploaded into Hubspot so that I can start using Hubspot properly. The Excel lists are just the customer names and I am looking for someone who can add the URL and head office details to each customer so that more information gets populated in Hubspot. Skills and experience needed for this project: - Proficiency in setting up CRM systems, specifically Hubspot - Ability to provide guidance and recommendations for utilizing Hubspot effectively - Excellent communication skills to understand and meet my specific requirements

Description: I am looking for an expert who can customize my GoAutoDial 4 or Vicidial system according to my specific needs and apply my existing theme design to the agent call screen. The main focus of the customization is on reporting, analytics, and the implementation of my current theme design. Specific Requirements for the Project: Customization of the system to provide detailed agent performance analytics. Integration of the system with Excel for generating reports. Application of my existing theme design to the agent call screen. Ideal Skills and Experience for this Job: Strong knowledge of GoAutoDial 4 or Vicidial system. Proficiency in scripting and dialing rules. Experience in CRM integration. Expertise in reporting and analytics, with a focus on agent performance analytics. F...

Project Description: Salesforce Setup I am in need of a freelancer who can assist me in setting up Salesforce specifically for Sales Cloud. Skills and Experience: - Proficient in Salesforce setup and configuration - Experience in setting up Sales Cloud features and functionalities - Knowledge of advanced integrations with Salesforce - Ability to handle complex integrations and custom features within Salesforce The ideal candidate should have expertise in Salesforce setup and configuration, with a focus on Sales Cloud. They should also have experience in advanced integrations and be able to handle complex integration requirements.

I want some solution like CRM for my business. with Admin Dashboard, Where Complaints and Issue related tasks will be allocated, assigned, viewed, and Maintained, and accordingly, Reports can be generated, more additional features are welcome. Before sending me your solution showcasing your previous CRM Software works are much appreciatable.

I want to set up my Click Up account as both a Client Portal & for my own reference. I want the Client Dashboard to include an analytics tracker (I've already created a list of the details that I want). Dashboard also to include a to do list for the client and an overview of the upcoming content calendar. I want it to also include a box for announcements. I have example photos and a done up Notion dashboard. I just want it to be created in Click Up for easy and aesthetic access.

Project Description: I am looking for a CRM solution that focuses on customer support. Features needed: - Customer support functionality - Ability to track customer interactions and tickets - Ticket management and escalation system - Sales analyses - Lead distribution I prefer a cloud-based CRM solution that can be accessed from anywhere. The CRM should be able to accommodate 1-10 users with different access levels. Ideal skills and experience: - Experience in implementing and customizing cloud-based CRM systems - Strong knowledge of customer support processes and best practices - Proficiency in integrating CRM with other systems, such as email marketing tools or help desk software.

Project Title: Notion template editing I am looking for a freelancer who can help me with editing my Notion template. The specific changes I need are related to formatting and design. I want to add a notification hub and have some minor parts of my template that need to be edited. I have a rough idea of the new sections I want to add, but I would also appreciate your input and suggestions. The Notion template currently has more than 7 pages, so experience with managing and organizing large templates would be ideal. Skills and experience required for this project include: - Proficiency in Notion and its formatting options - Strong design skills and an eye for aesthetics - Ability to rearrange elements and sections in an organized and visually appealing way - Experience with managing ...

I am looking for a skilled freelancer to develop a Travel CRM and Web portal and Andriod App for my business. The project requires specific features such as customer management, sales tracking, and task management. Ideal skills and experience for this job include: - Proficiency in developing CRM systems with customer management, sales tracking, and task management functionalities - Experience in using open source solutions like LAMP stack for development - Ability to deliver the project within a timeline of 1-3 months If you have the necessary skills and experience, please submit your proposal for consideration.

Initially to 4 cities in the following states: CA, GA, KY, SC, TX, and the Virgin Islands. As market activity changes so will the quantity of locations.

Project Title: CRM Integration CRM Platform: HubSpot Description: We are looking for a skilled freelancer to integrate our HubSpot CRM with our company. The ideal candidate should have experience in integration and be familiar with HubSpot CRM. Skills and Experience: - Proficient in HubSpot CRM - Experience in integrating CRM platforms - Ability to complete the project within a tight timeline (1-2 weeks)

I am looking for a freelancer who has experience setting up Zoho Zapier and Tax Jar integration specifically for Zoho Inventory. Ideal skills and experience: - Proficiency in Zoho applications, particularly Zoho Inventory - Experience in setting up and configuring Zapier integrations - Familiarity with TaxJar and its integration with Zoho - Knowledge of automating sales tax calculations between Zoho, Zapier, and TaxJar The main task for this project is to automate the sales tax calculation process between Zoho Inventory, Zapier, and TaxJar. If you have the necessary skills and experience, please apply for this project.

HubSpot Setup - CRM setup Skills and Experience Needed: - Experience with HubSpot CRM integration - Knowledge of email marketing and lead generation - Familiarity with setting up HubSpot for initial use Project Description: I am looking for a freelancer who can assist me with the initial setup of HubSpot for my business. Specifically, I need help with CRM integration to ensure seamless communication and organization of customer data. Requirements: - Integrate HubSpot CRM with existing systems or data (if applicable) - Set up email marketing campaigns and automation to streamline communication with leads and customers - Implement lead generation strategies to capture and convert potential customers - Ensure that the initial setup of HubSpot is optimized for my business needs Ideal Cand...

Odoo SH Support I am looking for a freelancer who can provide support for the implementation of Odoo SH. The specific module that requires support will be discussed further. I have a specific issue that needs support. The complexity of the issue will depend on the possibilities offered by the Odoo SH platform. Ideal Skills and Experience: - Strong knowledge and experience with Odoo SH implementation - Expertise in the specific module of Odoo that requires support (to be discussed) - Ability to analyze and troubleshoot issues in Odoo SH - Familiarity with the features and functionalities of Odoo SH - Excellent problem-solving skills and attention to detail If you have the necessary skills and experience, please submit your proposal detailing your relevant experience and approach to pro...

Just Singup for the Zoho one , we have few things to setup ..we dont have the time to setup them and learn it do let me know if you can setup them for me ....Only a good Individual freelancer Required not an Agency

We wish to build a Sales CRM web and mobile application

I am looking for an expert who can assist me with the Twilio A2P and GoHighLevel registration process. I require the registration of my TWILIO and GOHIGHLEVEL accounts to ensure compliance and successful A2P registration for all our phone numbers. This A2P registration is a requirement the United States Government put in place and it prevents all people who don't properly register from sending text messages from phone numbers we purchase. The ideal candidate will have experience in both platforms and be able to handle the entire registration process within a week. Skills and Experience: - Expertise in Twilio A2P registration - Proficiency in GoHighLevel registration - Strong understanding of the entire registration process for both platforms - Ability to work under ti...

Project Description: I am looking for someone who have made and want to sell a CRM system to help me track and process leads for my CPA business.

We're looking for a freelancer who can create or implement a site with certain features that mirror the backend of the Yoga 6 site (which is a Hub Spot site). Ideally we'd like to know what software can do the job, OR can we achieve the same effect with a certain Word Press theme that can be customized. Ideal Skills and Experience: - Proficiency in font creation and design - Strong knowledge of client portals and implementation - Attention to detail to ensure all functionality is present in the similar site created Please submit your information along with the word "YOGA" so that we know you read the brief. Submissions without that key word will be omitted.

Business Development Executive - Senior-Level Industry: Technology Tasks: - Lead generation - Partnership development - Market research Skills and Experience: - Proven track record in lead generation and partnership development - Strong understanding of the technology industry - Excellent market research skills - Ability to identify and pursue new business opportunities - Demonstrated ability to build and maintain strategic partnerships - Exceptional communication and negotiation skills - Proactive and self-motivated approach to business development We are seeking a highly experienced Business Development Executive to join our team. The ideal candidate will have a senior-level experience in the technology industry, with a focus on lead generation, partnership development, and market re...

I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.

Necesito un módulo para que sea agregado a la aplicación PERFEX con su respectivo permisos para que se visualice en el panel del cliente. Y se administrado desde el panel administrador. La aplicación consiste en asignar una o varias fundas de seguridad numeradas para cada cliente para que éstas fundas desde el panel de cliente pueda hacer uso por medio de un formulario de ingreso para que ingrese datos de valores en efectivo y cheques por cada funda, y cuando grabe esta funda ya no sea usada y a la vez envíe un mail para indicar que está listo para recoger. A medida que se avance en el proyecto se solicitará más módulos.

Crear un CRM de control de productividad de cada usuario, acceso a múltiples usuarios, con accesos limitados, firmas electrónicas, envíos de documentos, portal de clientes, portal de usuario, portal de admin, integración de email, mensajes de texto, directorio de páginas web y compañías, conector con rate quote insurance, conector y recopilación de datos de compañías, otros