CRM Jobs

I am in need of a skilled developer to help create a CRM system with specific features, we want to capture all of our lead points into one place, currently we have leads coming from our website, facebook ads, instagram ads, phone calls and direct e-mails, we are using two google sheets to currently facilitate our needs and these sheets do not speak to each other and are becoming redundant as our needs are growing. One sheet currently tracks our financials whilst the other sheet tracks our lead progress. We use these google sheets to generate monthly and weekly reports. We are basically using Google Sheets as a crm. The new system should also include customer analytics . I require integrations with a range of software and platforms. My budget for this project is flexible and will be discuss...

I would like to build platform and CRM with Microsoft 365

We are looking for a freelancer to collaborate with our team on minor development and process improvements for our sales force. We currently have established systems and processes in place, but they could use some improvement. Ideal Skills and Experience: - Experience with sales force development and process improvement - Strong collaboration and communication skills - Ability to work with existing systems and processes - Knowledge of lead generation, sales process efficiency, and customer retention techniques

I am looking for a developer to create a CRM system with a focus on customer service and support. The ideal candidate will have experience in developing web-based CRM systems and be open to suggestions for integrations with other software tools. Specifically, the CRM should have the following features: - Lead and contact management - Sales pipeline management The preferred platform for the CRM is web-based.

We are looking for an experienced developer skilled in CRM platforms such as SugarCRM, EspoCRM, Vtiger, Odoo, or any other you deem suitable for our requirements. Our goal is to transition from Salesforce/Pardot to a more cost-effective open source alternative without sacrificing operational efficiency. Apart from the CRM migration, the developer will be expected to integrate a dialer and calendar scheduling functionality into the CRM system. We also need assistance with frontend development for our landing pages and websites. Key responsibilities include: CRM Migration: Safely and efficiently transfer all our data and business processes from Salesforce/Pardot to the chosen open source CRM. The developer should ensure minimal downtime during this process and must validate the integrity ...

I am looking for a Real Estate Data Entry & CRM Manager who can help me with my business. The ideal candidate will have experience in both data entry and CRM management. Be able to use multiple websites for specific data research that we will give you access to. Tasks: - Enter both property and contact information into the CRM (Solve) - Update the CRM weekly with new data - Ensure data accuracy and completeness Skills & Experience: - Proficiency in data entry - Experience with CRM software, specifically Solve - Attention to detail and ability to ensure accuracy in data entry - Knowledge of real estate industry and terminology would be a plus If you are interested in this job, please send me your proposal with your experience and how you would approach this project.

I am looking for an experienced developer skilled in Vtiger. The goal is to install on a Namecheap VPS and configure Vtiger with a handful of tools. The ideal candidate will have a deep understanding of Vtiger CRM and possess strong technical skills to effectively set up and customize the CRM according to our business requirements. As part of the Vtiger implementation, the setup must include OpenPhone/SMS and Gmail & calendar scheduling functionalities. This will require the ability to create, manage, and track phone calls/texts within the CRM, and process for managing appointments and reminders. Additionally, the developer will be expected to integrate OnTask (online contract signatures) into the CRM system so we can track when customers sign agreements. Once this project is compl...

I am looking for an experienced developer skilled in Vtiger. The goal is to install on a Namecheap VPS and configure Vtiger with a handful of tools. The ideal candidate will have a deep understanding of Vtiger CRM and possess strong technical skills to effectively set up and customize the CRM according to our business requirements. As part of the Vtiger implementation, the setup must include OpenPhone/SMS and Gmail & calendar scheduling functionalities. This will require the ability to create, manage, and track phone calls/texts within the CRM, and process for managing appointments and reminders. Additionally, the developer will be expected to integrate OnTask (online contract signatures) into the CRM system so we can track when customers sign agreements. Once this project is compl...

*NEED IT BY 5TH JUNE* it is a super important presentation and case study which would decide my career progression. A new promotional campaign for an “up to 20% discount” needs to be set up and scheduled. Unfortunately, there is no template that can be reused from any previous campaigns, so you would need to code a simple one. The audience needs to be restricted to customers flying from any German airport. Ideally, we want to re-target customers who do not open the email after 2 days with an app push notification to redirect them to our homepage What data checks would you perform to verify that the audience is complete? How do you envisage your process to be in case no data is available to target that group? How do you deal with the different language versions? Could you p...

I am seeking a Dynamics 365 Teacher and Developer who can assist me with the Sales module of Dynamics 365. Specifically, I require help with setup and configuration of the module. Ideal skills and experience for this job include: - Strong understanding of Dynamics 365 Sales module - Experience with setup and configuration of Dynamics 365 - Ability to train and teach on the Sales module of Dynamics 365 - Proficient in communication through video conferencing My preferred method of communication during the project is through video conferencing or phone.

I am looking for a skilled freelancer to create a CRM for my credit repair company. The CRM should have the following features: - Lead Management - Document Management - Analytics and Reporting In addition, I would like the CRM to integrate with any necessary software or tools, and I am open to recommendations on what those might be. The most important aspect of this project is that the generated letters are fully-customized and unique for each case. As such, I am looking for a freelancer with experience in creating customized letters for credit repair companies.

I am looking for an experienced freelancer who knows how to optimize Octopus LinkedIn Automation Tool. Ideal skills and experience: - Expertise in Octopus optimization - Familiarity with deployment tools and configuration management - Ability to provide guidance and support throughout the project - Strong communication skills to ensure smooth collaboration Timeline: I need this project completed ASAP and would appreciate timely communication and updates regarding progress.

Salesforce Developer Needed for CRM Customization and Ongoing Maintenance and Support I am in need of a Salesforce developer who specializes in CRM customization. Specifically, I require the following functionality to be developed: - Customization of fields and objects to fit my business needs - Development of custom workflows and triggers - Integration with third-party applications After the initial development, I will require ongoing maintenance and support to ensure that my Salesforce system runs smoothly. This will include: - Regular updates and bug fixes - User support and training - Assistance with system integrations and upgrades The ideal candidate will have experience with Salesforce CRM customization and ongoing maintenance and support. They should also possess the following...

Company Description: We are a dental assisting school and job placement service. We pride ourselves on offering an exceptional educational experience while ensuring our graduates find the right employment opportunities in the dental field. Job Description: We are currently looking for a Virtual Administrative Assistant to support us in CRM Management and Data Entry. The role will be divided into two parts: ongoing daily tasks and occasional project-based assignments. Key Responsibilities: - Ongoing Daily Tasks (approx. 30 minutes daily) + Monitor recent activity on job portals such as Indeed and other employment websites. + Update our CRM with relevant leads gathered from these portals. - Initial Significant Assignment (30 - 40 hours) + Input existing data into our CRM. + Occasiona...

Need CRM for construction project operations and management

Looking for freelance assistance who has experience in designing a CRM on platforms such as Zoho, HubSpot, Salesforce, and Sugar CRM, etc and has knowledge about it from how to start to the end. So basically I want to design a CRM for my company which is a service-based business. I've come across the platforms mentioned above but want someone to assist with it. Requirements as a freelance 1. Need your expertise in designing CRM on the platforms mentioned above. 2. Can help/assist through the process. 3. Should have the knowledge to suggest choosing a platform is better or going custome designing would be better. 4. It's a small project but experienced person is required who has full knowledge of.

Hi, we are looking for Sales Associates who are passionate about sales and enjoy working in a fast-paced environment in our online retail company. It's an Online job with a steady income. Your main responsibilities: - Check and follow up with the existing customers, using Insightly (our CRM software) - Assist in processing the orders of customers: purchases, returns, exchanges, and other administrative tasks - And other basic admin tasks Requirements: - Have experience or knowledge about the online retail market - Proficiency in English (speaking and writing) is a MUST - Having experience in SEO is a big advantage - Available for a quick response during the working hours of the Singapore Time Zone - Computer savvy, and possess good knowledge of Excel & Word - Familiar with t...

Hello! I'm looking for a freelance specialist in vtiger who can help us configure the ability to create invoices for companies. Currently, we can only create invoices for individuals, not companies. Additionally, we're unable to add multiple items to a purchase order.

I am in need of a digital marketer who can help me with my SMMA. The specific service that I require is social media marketing, and I prefer the use of Facebook as the platform of choice. My target audience is both B2B and B2C. The ideal candidate for this job should have experience in social media management, SEO optimization, and email marketing. They should also possess excellent communication skills, be creative, and have a good understanding of social media trends. The ability to analyze data and make data-driven decisions is also a plus.

I'm looking for a tele calling CRM that is ideal for sales and includes the features of call recording and a desktop application UI. I need the CRM to be powerful enough to handle multiple users and perform across all platforms. I need the capability to record calls and track leads, as well as easily integrate with other systems. Additionally, I'd like a user interface that has a desktop application with a smooth design and UX/UI. I'm hoping the CRM system can make it easy to manage incoming and outgoing calls and allow for increased visibility into the flow and success of those calls. It would be ideal if the system could perform quickly and reliably.

I am looking for a freelancer who can integrate Dial Pad and MOJO with our CRM, Marketsharp. Specifically, I need sales analytics and reporting features integrated into the system. The level of customization needed is intermediate. The ideal freelancer for this project should have experience in CRM integration and proficiency in Dial Pad and MOJO. The project will require the following skills: - CRM integration - Knowledge of Dial Pad and MOJO - Sales analytics and reporting expertise

Hello, I am interested in hiring someone that can help me build an approval matrix on top of our existing system that is developed in CodeIgniter and Mysql. User information will be coming from our HR and ERP system. This module will sit on top to track all requests, approvals and generate reports.

Hello! I am looking for a freelancer to help me with setting up and implementing a CRM system for my business. I already have an account set up and need help setting up certain features. Specifically, I need help integrating sales tracking into my CRM. I am not sure if I will need additional integrations with third party programs, but I would like to discuss this further with the freelancer. All in all, I'm in need of an experienced CRM consultant to help me get my system running to its fullest potential.

As a top-rated freelancer, my team and I are seeking to hire 5 to 6 contractors for project-based work. We are looking for experienced and self-starting individuals who are diligent and can work with minimal instruction. The work is fast-paced and requires quick communication and turnarounds. We primarily use Slack, Trello, and Google Drive for project collaboration. To be considered for this opportunity, please provide relevant work experience and an outline of your current quality assurance (QA) process in your proposal. Also, please include your favorite movie at the top of the proposal. Our ideal candidate will possess the following skillset: Self-starter who can work with minimal instruction Diligent and detail-oriented Office Document Production Project management Record Keeping E...

With the implementation of Enhanced Domain in UAT by the url has changed, the problem arises in that the queries that enter through the bot are not being referred to the agents that are online.

Need to build a CRM product. If u have already have one CRM that u have prepared for some other client and if u can customize and do it at a faster pace please bid it with the amount u expect for that.

I am looking for a freelancer who is proficient in Softr to help me integrate FlowTrack, Airtable, RentPrep, and DoorLoop. The main purpose of this project is to build out each platform to communicate with each other seamlessly. Ideal skills and experience: - Proficient in Softr - Experience with integrating multiple platforms - Strong communication skills to ensure seamless integration between platforms.

NECESITO DESARROLLAR UN CRM EL CUAL CONTENGA 12 MODULOS

I am looking for a SalesForce expert who can configure restricted user access for a specific user profile. Our goal is to allow a specific user profile to VIEW ONLY a SINGLE account and all contacts associated thereto, but NOT any other accounts. The ideal candidate should have experience with SalesForce security and user management. The project requires the following: - Imposition of access restrictions to specific account only - Restriction of access to read-only for selected profiles - Configuration of customized access based on user roles is a plus The candidate should have experience with SalesForce profiles and permissions management. The project requires attention to detail and a thorough understanding of SalesForce security.

I am looking for a freelancer who can help me automate the Sales Pipeline Management function of my Eway CRM system. The ideal candidate should have experience with Eway CRM and be able to efficiently automate the sales pipeline management process. Additionally, I require integration with specific tools and platforms, namely Docusign, Zapier, and Constant Contact. The candidate should have experience with these tools and be able to seamlessly integrate them into the Eway CRM system. Overall, I am seeking an experienced freelancer who can efficiently automate the sales pipeline management function of my Eway CRM system and integrate it with specific tools and platforms.

My business is in need of a CRM development expert to assist us with creating a new system. The successful candidate should have a solid track record of experience in this field, as well as have solid project proposals and detailed project experience in their portfolio. We are looking for someone who can start the project ASAP, but need it completed within a month. We look forward to working with you in developing the right CRM system for our needs!

i need to build an api between ZOHO CRM Quotes -> Zoho Books Quotes

sales lead generation and sales data

I am in need of an appointment setter for my Business Growth Consultancy. The ideal candidate should have experience in setting consultation appointments. I need 6-10 appointments set per week. Skills and experience required: - Excellent communication skills - Experience in appointment setting - Knowledge of Business Growth Consultancy industry - Ability to work independently and efficiently - Attention to detail and strong organizational skills

Need assistance in Hubspot CRM integration with Magicbricks API.

Apex sync asyn Aura Integration rest/soap Scenarios of trouble shooting on bug or apex Site and communities Sosl soql

Si te apasionan las ventas y el manejo de redes sociales, tendrás la oportunidad de adquirir experiencia y conocimiento en el tema. Somos KidPlay Canadá una escuela de inglés online canadiense que busca estudiantes de carreras técnicas o profesionales en las áreas de Comunicación, Mercadeo o Ventas. Habilidades requeridas para el cargo: - Manejo de redes sociales (Facebook, Instragram y Whatsapp) - Conocimientos en configuración de plataformas de videollamadas (cámara, audio y micrófono). - Excelentes habilidades comunicativas. - Disposición para adquirir nuevos conocimientos y ponerlos en práctica. - Habilidades en ventas y negociación. Desarrollarás actividades como: - Administrar las redes soci...

I am in need of a Salesforce/Quickbooks Integration to streamline sales processes. I currently use QuickBooks for my financial management and am looking for an ongoing data synchronization between the two systems. The main purpose of this integration is to simplify and improve the way our sales are processed - resulting in improved financial reporting and enhanced customer data management.

I am looking for a freelancer who can assist me in transferring referrals to a custom-built system as part of my business expansion plan. I need help with transferring the referrals to this specific system. The ideal candidate for this job should have experience in custom-built systems and knowledge of CRM software. The project requires the following skills and experience: - Expertise in transferring referrals to a custom-built system - Knowledge of CRM software - Strong attention to detail - Ability to work independently - Excellent communication skills If you are interested in this project, please submit your proposal with your relevant experience and availability. Thank you!

Requerimos realizar una integración de Zoho DESK y CRM con Issabel. En la misma es necesario: * Recibir notificaciones de llamadas entrantes, permitir asociar la misma a un ticket existente o bien generar un nuevo ticket. (Desk) * Recibir notificaciones de llamadas entrantes, permitir asociar la misma a un contacto existente o bien generar un nuevo contacto. (CRM) * Poder realizar llamadas desde Desk o CRM y que la misma genere la entrada correspondiente a una llamada.

I need to create a BOT that interacts with my leads as if it were a human. I need to train him to answer questions, ask the customer intelligently, and interact in the way he is trained by me, as if he were an agent at my company. In parallel, he must qualify the lead, add tags according to the individual information of each lead, send automatic remarketing messages according to the tags of each lead. We thought about the possibility of integrating ManyChat with ChatGPT and maybe some CRM. Everything should be automatic, with as little interaction as possible from our human attendants. If you have this solution without menus, without lists with numbers for the customer to enter the option, in a totally humanized way, please contact us.

Hello, I'm looking for a freelancer to help us develop and maintain our Hubspot CRM. We don't currently have a CRM system in place, so a full implementation is needed. Specifically, we seek features such as Lead Management, Sales Pipeline Management, and Marketing Automation. We need regular updates and maintenance on a weekly basis and are looking for someone who can provide a reliable and timely service. If you can help us meet our CRM needs, please contact us! We are in the nutraceutical business and have six customer service representatives. We shall have all the features of Hubspot and need someone dedicated to assisting us for the next two months and continue thereafter.

I am looking for a freelancer to develop a module in Zoho to manage my affiliate partners. The module should have the following capabilities: - Tracking commissions for my affiliate partners - Integration with other Zoho apps - Intermediate level of customization The ideal candidate for this project should have experience in: - Developing modules in Zoho - Integrating Zoho with other apps - Customizing Zoho modules to meet specific requirements I would like to record various affiliate partners and store how much percentage they receive. The affiliate partners should be able to register their leads and I would like a monthly report about the commission. In the best case, a credit note is automatically created for the affiliate partner. I work with Zoho CRM and Zoho Books.

We want to transition our business to Zoho. I have attached more details.

I am looking for a CRM developer for an event/conference business. Our requirements: - Leads Management - Import & Export - Web to Lead Generation - User Access and Control - Projects/Staff/Tasks Assignment - Time & Tasks Tracking - Email Templates & Automation - Email Marketing - Invoicing and Payment - Calendar and Reminders - Built-in Surveys

I am looking for a Digital Operations Implementation Expert to help me implement Inventory Management for my business. Currently, I use an Excel Spreadsheet for my inventory management process, but I want to upgrade to a more automated system. Here are the details of the project: - Specific digital operations needed: Inventory Management - Current inventory management process: Excel Spreadsheet - Desired level of automation for the new system: Semi-automated Ideal skills and experience: - Strong understanding of inventory management processes and systems - Experience implementing inventory management systems for businesses - Knowledge of semi-automated inventory management systems and tools - Ability to integrate inventory management systems with other digital operations (e-commerce, CR...