CRM Jobs

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's advanced features for SMS messaging and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platforms. - Exce...

I have a set of tech-related tasks that require your expertise. As a freelancer working on this project, your role will extend from setting up applications to webpage development, centered around improving my workflow and data comprehension. Key Tasks: - Setting up MS Outlook for effective email management. - Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skills in website developm...

I'm looking for a skilled freelancer who can help with a range of tasks to streamline my business operations and processes. The ideal candidate will be proficient in a variety of software and technologies, and have prior experience with CRM systems, email management and web development. Key Tasks: - Setting up Outlook & email management - Automating tasks with Zapier - Integrating CRM system - Developing an e-commerce website with specific features including: * User registration and login * Social media integration * Contact form * Image gallery * E-commerce capabilities - Creating a Google Form - Analyzing data with analytics - Performing sentiment analysis Desired Skills: - Strong proficiency in Outlook, Zapier, CRM systems, and Google Forms - Experience in e-commer...

I'm seeking a Zoho expert based in Bucharest, Romania, who can assist with several tasks related to Zoho integration. Key requirements include: - Experience in Zoho Books integration and Zoho Creator app development. - Proven ability to implement Zoho One that supports 10-50 users. Additionally, the ideal candidate must have: - A strong capacity to customize workflows and automations within Zoho's ecosystem. - Hands-on experience integrating Zoho with various third-party applications. - Expertise in designing and providing reporting and analytics capabilities through Zoho. Looking forward to collaboratively creating a robust, efficient, and easy-to-use business platform.

Looking to convert a Symfo PHP CRM into a multi tenant SAAS system to onboard multiple clients at single instalation with subscription plans and billing. Demo of the CRM at More details on the requirements and onboard flow is aa follow 1. Create a landing page to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other. Single database multi tenant also can be done if less efforts. 5. Subscription packages based on per user billing and features restrictions an...

I am in need of a custom CRM system tailored for my mechanic shop. - Customer Management: The CRM should be adept in managing customer information, including tracking customer service history and sending automated service reminders. - Appointment Management: A sophisticated calendar system with drag-and-drop functionality is crucial for effective scheduling. It should also have the capability to send automated email reminders and allow for easy rescheduling of appointments. I am looking for a freelancer who has experience in developing CRM systems, particularly for the service industry. A solid understanding of customer relationship management, appointment scheduling, and email automation is essential. Experience in working with mechanic shops or similar businesses would be a big plus.

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of the cont...

I need help with migrating my accounting data from Zoho Books to another software. - The data to be migrated is less than 1 year of transaction records. Ideal Skills and Experience: - Experience with Zoho Books - Proficiency in data migration - Strong understanding of accounting principles - Attention to detail and accuracy in data transfer - Ability to complete the task in a timely and efficient manner. Please provide details on your experience with data migration, especially if it involves Zoho Books.

I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship management processes. Currently, we generate leads through cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and poss...

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 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.

We are looking for a seasoned SDR professional based out of Gurugram, India. You are expected to own building the sales pipeline through inbound & outbound channels to support the revenue goals of the business. Services: HR Consulting & Advisory & ERP implementation Key Responsibilities: - Prospecting & Lead Generation: Conduct outbound & inbound prospecting activities such as cold calling, email campaigns, and social selling to identify and engage with potential customers. - Lead Qualification: Conduct thorough research to gather information about prospects and understand their pain points. - Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs...

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.

I am seeking a skilled administration officer who can work remotely with reliable I.T. equipment and a work-friendly environment. This is a full-time position with a monthly salary of $2,000 (Australian Dollars). Responsibilities: - Data entry and file management: The ideal candidate will be responsible for inputting, updating, and maintaining data accurately and efficiently. - Email and calendar management: Handling and organizing emails and managing calendars, scheduling appointments and meetings. - Customer service and support: Providing excellent customer service, addressing queries and concerns. Software and Tools: - Microsoft Office Suite: Proficiency in Word, Excel, and PowerPoint is required. - Vettrak Student Management System: Experience with this software is beneficial but not...

In my pursuit of further honing my business coaching skills, I'm looking to connect with an expert in customer success. My primary focus areas are: - Enhancing customer satisfaction - Boosting customer retention rates - Assisting customers in achieving their objectives With your expertise, I aim to substantially improve these areas. Therefore, a deep understanding and hands-on experience in customer success, particularly within the context of business coaching, is essential for this role. I look forward to a productive and beneficial collaboration.

We are seeking a skilled freelance writer to create comprehensive 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...

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.

We are seeking an expert GoHighLevel freelancer/agency to assist with setting up and customizing our GoHighLevel account for a marketing campaign targeting real estate companies, specifically a property management company located in the UK. As part of the campaign, we require assistance with the following tasks: up and customizing the GoHighLevel account to align with our agency and client business needs. and implementing high-converting funnels to increase sales for the property management company. automated workflows to simplify business processes and boost productivity. third-party tools and applications to enhance the GoHighLevel experience. up various elements within GoHighLevel, including sales funnels, landing pages, onboarding processes, forms, automations, and campaigns. T...

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

I am looking for a professional with a deep understanding of TALLY and BITRIX to assist in the development of a seamless module for data transfer between the two platforms. Key Objectives: - Develop a module for Real-time data sync between TALLY and BITRIX. - Establish Custom field mapping for data consistency across platforms. - Design and implement templates for CRM documents on BITRIX. Key Tasks: - Configure BITRIX for importing data from TALLY. - Ensure the module is capable of handling a medium volume of data transfer (several hundred records per day). Ideal Skills: - Proficiency in TALLY and BITRIX is essential. - Experience in developing integrated systems is a must. - Strong understanding of CRM processes and data handling. - Ability to create efficient and robust data transfer...

As I'm looking for a skilled ERP and CRM developer to support the development of a comprehensive system for my business. The ideal candidate will have expertise in: - Inventory management - Sales and order processing - Financial management - Customer relationship management - Indian accounting and taxation Your primary responsibilities will include: - Designing, developing and maintaining the ERP and CRM system - Ensuring the system is fully compliant with GST regulations and other Indian accounting standards - Implement features like: - Lead management - Contact management - Sales forecasting - Bookkeeping - Bank reconciliation - Payroll The successful freelancer should have a robust understanding of ERP and CRM systems, particularly in the context of the Indian market...

As a new company, I am looking for an Odoo ERP expert who can set up an environment to assist in managing my business operations efficiently. Key features to implement: - Sales and Invoicing: Provide a seamless process for managing sales and creating bills for clients. - Inventory Management: A system for keeping an eye on the in-stock items. - CRM and Lead Management: Enables effective interaction with potential and loyal customers. - Expenses: Monitor where expenses mostly go and efficient ways of minimizing them. - Finance: Assist in managing financial operations and planning. Design: We prefer a clean, modern, and user-friendly interface. The design should make it easy to navigate between different modules. Customizing options is not paramount but the design should be...

I'm in need of a proficient IT professional, skilled in Salesforce CRM, to provide various types of support. The scope of this job includes: - Integration: You'll be required to integrate my Salesforce CRM with several other systems we use, including our E-commerce platform, Email marketing service and Customer support platform. Possessing strong experience with these systems and Salesforce integration capabilities would put you at an advantage. - User Training & Support: I need guidance to understand the full potential of Salesforce CRM and how to use it effectively. The ideal freelancer will have a background in training and customer support, able to pass on knowledge to my team. - Data Migration: A big part of your role will surround migrating data from other platforms ...

I'm seeking a HubSpot professional to efficiently set up the platform to manage my customer relationships. The primary goal is to establish a smooth process that supports my business, consisting of 100-500 customers. Key responsibilities: - Set up email tracking to monitor customer communication - Configure a deals tracking system to oversee business progress - Implement contact management cascades to handle multiple clients simultaneously Ideal candidate: - Extensive experience in setting up and managing HubSpot - Proven record in CRM management - Fine attention to detail

I require an experienced freelancer to perform modifications to my existing Odoo platform. The project will involve introducing significant user interface modifications. The main task is to add new modules which will extend the system's functionalities and capabilities. Proper understanding, experience in Odoo customization, and adept knowledge in Sales and CRM module configuration are the essential skills for this project. Applicants ought to be creative innovators and logical problem solvers, with excellent attention to detail. Your contributions will be instrumental in optimizing our processes, and elevating the overall efficiency of our platforms. My company provides and maintains CCTV cameras which customers pay for on a monthly basis. The Map Intergation required is already d...

I'm looking for a freelancer to help me integrate my Outlook email with my Odoo 16 system. Key Tasks: - Implement Email Synchronization: The integration should seamlessly sync my emails with Odoo for real-time access and response. - Set Up Calendar Integration: The freelancer will be expected to unify my Outlook calendar with Odoo, ensuring that my schedule and appointments are consistent across platforms. Required Skills and Experience: - Proficiency in Odoo: A track record of working with Odoo 16 or later versions is essential. - Outlook Integration Expertise: Experience in integrating Outlook with business systems is crucial. - Email and Calendar Management: Sound understanding of email synchronization and calendar integration is a must. This project requires a freelancer with...

I am seeking a proficient Zoho developer to implement workflow automation into my current Zoho CRM. The key tasks for this project: * Designing and implementing a seamless workflow automation within the existing Zoho CRM to streamline business operations. Skills & Experience: * Comprehensive Zoho developer experience is paramount. * Proven record of successful implementation of workflow automation. * Proficiency in CRM Development is beneficial. In your application, please include a detail of your Zoho developer experience to demonstrate your capacity to complete this project. Please do not include past work or detailed project proposals, as I am particularly interested in your prior hands-on experience. Your expertise in Zoho is what will distinguish you in this project.

I'm in need of a skilled ERP developer to create a comprehensive and user-friendly service-based ERP with a primary focus on Project Management. The ideal candidate should have experience in ERP development, with a good knowledge of service-based ERP and project management functionalities. Key functionalities desired in the ERP system: - Project Management: This is a core requirement for the system. The ERP should be able to handle various aspects of project management such as task assignments, progress tracking, resource management, and reporting. - Customer Relationship Management (CRM): This is another vital aspect of the ERP. The system should be able to manage customer interactions, track leads, and facilitate marketing and sales processes. - Financial Management: While not the...

I'm seeking assistance in developing a Customer Relationship Management (CRM) system suitable for an existing business. The primary objective of this project is to improve customer service through efficient customer management. Key Requirements: - The project is focused on creating users and CRM plans to aid in making business decisions. - The most critical CRM functionality required is interaction tracking. This encompasses the ability to monitor and analyze customer interactions, with a view to enhancing service delivery. - I am particularly interested in a system that is user-friendly, as the end goal is to enhance the customer experience and overall customer satisfaction. Ideal Skills and Experience: - Prior experience in developing CRM systems, with a focus on customer service...

I am looking for a salesforce professional who has enough experience with sending surveys, your task will be to program a flow which should send an email with the survey to the end user, based on user responses, in case of a negative rating, an email should be sent to the coordinator indicating the response data of that survey, everything must be done with declarative tools.

I'm looking for some people to do ongoing lead generation while monitoring my ongoing campaigns and helping me with internal account maintenance and tasks. 1. I have a cold email inbox that needs to be monitored. I need someone who can reply to a new lead within 2 minutes of a person sending an email in response to my cold email campaign. 2. I need some help managing my CRM to keep my lead generation funnels up to date (if you can set up advanced email and lead funnel automation in HighLevel CRM that's a big plus, please let me know). 3. I have general client account and client project tasks such as generating reports, launching website hosting servers, migrating data from one website to another, and other similar tasks that involve setting up or updating accounts/servers. 4. ...

Please fully read the job description! I'm in need of a skilled virtual assistant. The tasks you'll be tackling will include: - Data entry: you'll be responsible for inputting new data into our system and maintaining the accuracy of the existing data. - Writing Standard Operating Procedures (SOPs): I'm looking for someone with a knack for writing detailed and clear SOPs that can be easily understood by others. - Setting up email lists. - May be added: Email management: sorting, flagging, and responding to emails from potential customers in a timely manner. I am looking for a long term assistant for around 6-8 hours per week initially. It would be great if you could work one or two hours per day on multiple days during the week. I'm expecting you to have: - Excel...

I am in need of a skilled Odoo developer to create an Odoo module. I have a node script that I want to convert to a Odoo Module. The node script create an XML from an invoice, sign the XML file (under XADES_BES standard), send it to a server and receive the files authorized by the server.

I am currently in search of a skilled Salesforce tutor to guide me in the facets of Salesforce's Security and Access. I have existing knowledge and some experience with Salesforce but am eager to enhance my capabilities specifically in Security and Access, where I rate myself as intermediate. To effectively facilitate this, the ideal tutor should: - Be an experienced Salesforce user, preferably holding a certification. - Possess deep knowledge of Salesforce's Security and Access features. - Know how to patiently explain complex concepts to learners of different levels. Looking forward to tutors who can tailor sessions targeting the Salesforce Administrator Examination.

I'm in need of a skilled freelancer to optimize my existing email automation sequences in Klaviyo, plus any other programs recommended. We require a sales, email automation process set up for our larger wholesale enquiries/customers, plus we need to audit, and implement our retail email flows within Klaviyo. Key Deliverables: - Review and potentially revise the existing email automations to align with the goal of improving customer retention. - Suggest strategies to enhance the current email sequences and implement where necessary. - Implementation of new best practices to ensure the highest open and click-through rates. - implement strategies for our wholesale/sales email automation (potentially outside of Klaviyo). Skills and Experience: - Proven experience in work...

As an insurance agency covering both personal and commercial lines, I'm seeking a proficient data analyst to focus on auto insurance. The project requires both trend and policy analysis with a particular emphasis on premium analysis and coverage analysis. I'd also like to include a marketing component. Ideal candidates must have: - Proficiency in analyzing insurance data - Knowledge of both trend and policy analysis - Experience with premium and coverage analysis - Ability to decipher data for marketing strategies - Experience with Applied Epic is a plus Attention to detail is critical as the insights drawn from this project will be instrumental in the formation of future business strategies.

Urgently required an experienced Power Platform Developer with a primary focus on Power Automate and has knowledge in both sales and marketing modules of Dynamics 365. Key Responsibilities: - Implement workflow automation within Power Automate. - In-depth engagement with Microsoft Dynamics CRM. Ideal Candidate: - Extensive experience with Power Automate and Dynamics 365 - Proven mastery in CRM, specifically Microsoft Dynamics - Excellent in both sales and marketing modules of Dynamics 365

He also links my CRM to the cTrader trading platform. He also has experience in linking with the liquidity provider. He previously worked on these projects and has projects related to Forex and trading. We will develop our system through Laravel and PHP

I'm in need of a bulk email sender to help with my email marketing campaigns. The main goal of this tool will be to effectively reach and engage my audience through email. Key Project Details: - The main goal of this tool will be to effectively reach and engage my audience through email, primarily for marketing campaigns. - I require this tool to integrate seamlessly with my current CRM software, enabling me to access and manage my contact lists with ease. - The ability to import email lists from a file is highly desired. - While I haven't specified a preference for list management, I'm open to suggestions and best practices. - It's important that the tool is user-friendly and provides insight into the performance of my campaigns. Ideal Freelancer: - Prior experien...

On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personalizing emails based on customer data...

I'm seeking an experienced virtual assistant to manage my Airbnb account on a weekly basis. As a potential assistant, your tasks will include: - Messaging guests promptly and professionally. - Efficiently managing bookings and reservations. - Handling various online inquiries with the utmost courtesy. You should be familiar with the following platforms: - Airbnb host tools, for seamless property management. - Customer Relationship Management (CRM) systems, to enable effective communication and provide top-tier customer service. - Office productivity software, to ensure smooth operation and organization. Experience in these areas is highly preferred as it will lead to a smoother operation and improved guest satisfaction. If you are organized, communicative, and well-ver...

I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: I require the professional to integrate the system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales fun...

!!!Must have skills!!! Salesforce Partner Relationship Management experience References, similar projects We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (I could do t...

I am creating a student enrolment management system for learning purpose and need guidance of someone who knows about salesforce and have made something like it earlier. It's a very basic project, no experience required, It might not required more than 2 hours of time. If you know about object creation, tabs, profile management, tab and field security, you are welcome to apply for this project.

We are looking for an Odoo professional to customize dashboards for our bakery. We are currently using the Sales, manufactoring Inventory, and Purchase modules. We need someone with strong Odoo skills, who can create dashboards that can help us understand our sales, stock, and purchase dynamics in an easy and clear way. Ideal Skills: - Deep understanding of Odoo module customization - Strong experience with Business Intelligence tools - Similar experience in the food industry or bakeries is a plus You will be working with a small team of less than 5 users. We invite individuals who possess a genuine passion for problem-solving and who are dedicated to exceeding expectations to bid.

I am aiming to build a custom CRM specifically tailored for immigration lawyers dealing with student cases, leveraging open-source, white-label CRM technologies. Here are the key functionalities I am looking for: - Contact management - Task management - Email integration - Custom report generation For this project, your expertise in open-source CRM software would be invaluable. A good understanding of the needs of legal practitioners, particularly immigration lawyers, will contribute to the success of this project as well. You will also have to be skilful in modifying and customising open-source platforms to meet specific needs. In the end, what I want to have is a CRM system user-friendly enough for immigration lawyers that can also be adapted for other legal needs.

I'm seeking a proficient freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It means t...

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