Web based mortgage crm työt

Konsultointipuolen yrittäjä hakee osa-aikaista assaria 15-20 tunniksi viikossa. Mieluusti työ tehdään kello kymmenen ja kuuden välillä. Tehtävänäsi on liidien generointi, tapaamisten sopiminen (chatissa) ja follow up. Päävastuut: -Identifioi hyvät liidit LinkedInistä jotka osuu meidän kriteereihin. -Laita niille kustomoituja viestejä LinkedInissä, sähköpostia jne. -Pidä meidän CRM ajan tasalla ja laita follow-upit ajallaan. -Träckää myyntiin ja liidien generointiin liittyviä numeroita. Vaadimme hakijoilta: -Sujuva suomenkielen kirjoitus. -Vakaa netti jossa Skype pelaa hyvin. -Detailorientoitunut ihminen joka pystyy keskittymään kyll...

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CRM, reseller, finance, etc

I'm seeking a skilled developer to create a web-based application that simplifies the creation of Word documents, specifically for tax documentation reports. Requirements: - Build a user-friendly e-commerce platform that allows for easy document creation and purchasing of additional features. - The web based application should let users add their data and generates word documents in a particular manner. - The web based application should enable user to add tables and the data to be linked. - Integrate a secure payment system for transactions. - Implement a content management system for users to save, edit and track their reports. Ideal Skills and Experience: - Extensive experience in web application development, preferably with e-com...

...updates, and offer basic support. Key Features and Requirements: Basic Chatbot Functions: Greet users and offer help when they land on the site. Handle FAQs (e.g., product inquiries, shipping, returns, and payment methods). Assist users in searching for products based on categories, keywords, or features. Offer order tracking by pulling data from the ecommerce platform (if supported). Integrate with the existing product catalog to answer user queries about specific items. Personalization: The chatbot should personalize interactions based on the user’s browsing history (e.g., suggest products or promotions). Collect user information for returning customers (e.g., name, email). Seamless Handover to Live Support (if needed): When the bot reaches the limit of its ca...

I'm in need of a skilled professional to set up my Sales and Marketing CRMs. The two platforms in use are Real Geeks and KVCore. Key Requirements: - Implement lead management functionalities to track potential customers. - Configure email marketing automation to streamline our communication stra...are Real Geeks and KVCore. Key Requirements: - Implement lead management functionalities to track potential customers. - Configure email marketing automation to streamline our communication strategies. - Set up reporting and analytics features for performance evaluation and strategy adjustments. Ideal Skills: - Proficiency in Real Geeks and KVCore. - Strong understanding of sales and marketing CRM requirements. - Experience in setting up lead management, email automation and anal...

...solutions. Project Overview Platforms: Web Application Mobile Applications (iOS and Android using React Native Expo) Dashboards: Client Portal Admin Portal Employee Portal Guest Portal Preferred Tech Stack: Frontend: React (Web) and React Native Expo (Mobile) or Flutter Backend: NestJS or Database: Prisma ORM Core Features Guest Portal (Web & Mobile): Welcome screen showcasing platform highlights. Options to sign in, sign up, or continue as a guest. Menu with sections: Products, About Us, Portfolio, Branches, and Client Portal. Product browsing with category filtering and portfolio examples. Checkout process with a questionnaire (except for Social Media and Software Development services, which are redirected to the sales team). Client Portal (Web &...

Will create a proper google form and sheet according to your requirements.

Attached is a image of an icon. I would like a 256px x 256px version. It should have the same appearance but look good at that resolution.

I'm seeking a dynamic salesperson to market and sell our comprehensive suite of digital marketing services, which includes SEO, social media marketing, and Pay-per-click advertising. This role is commission-based, offering you the potential for significant earnings commensurate with your sales success. Key Responsibilities: - Drive sales across various platforms including Google Ads, Facebook Ads, and LinkedIn Ads. - Cultivate relationships with potential clients and negotiate sales. Ideal Candidate: - Previous experience in digital marketing sales is essential. - Possesses strong communication and negotiation skills. - Has a proven track record of meeting sales targets. Skills and Experience: - In-depth understanding of digital marketing services. - Experience with Google ...

I'm lookin...The platform should: - Display designer portfolios linked to a magazine page. - Manage projects through an integrated CRM system. - Facilitate online shopping for interior products. Key features of the CRM include: - Task management - Client communication - Document storage - Payment management - Approval system for budget increases - Updates on project site - Material requirements - Attendance tracking Essentially, this platform should handle payments, sell products, and provide a seamless communication and project management experience. Ideal candidates for this project should have extensive experience in developing similar platforms, with strong skills in ecommerce, CRM integration, and UX/UI design. Please provide examples of similar projects y...

I'm lookin...The platform should: - Display designer portfolios linked to a magazine page. - Manage projects through an integrated CRM system. - Facilitate online shopping for interior products. Key features of the CRM include: - Task management - Client communication - Document storage - Payment management - Approval system for budget increases - Updates on project site - Material requirements - Attendance tracking Essentially, this platform should handle payments, sell products, and provide a seamless communication and project management experience. Ideal candidates for this project should have extensive experience in developing similar platforms, with strong skills in ecommerce, CRM integration, and UX/UI design. Please provide examples of similar projects y...

...SMB, I am in need of a tailored CRM system that primarily focuses on enhancing our customer relationship management capabilities. This system must also incorporate workforce management features. Key Features: - Comprehensive Contact Management: The system should allow for efficient tracking and managing of customer interactions. - Effective Task Management: The CRM should facilitate the assignment and tracking of tasks within the team. - Resource Management: It should provide tools for managing our resources effectively. - Robust Reporting: The system should be able to generate insightful reports. - KPI Management: The CRM should have capabilities for tracking our key performance indicators. Contact Management Requirements: - Customer Segmentation: The CRM...

I'm looking for someone who can help me connect my CRM with WhatsApp through Twilio and Zapier. Every new lead that enters my CRM should automatically receive a WhatsApp welcome message. I've already done most of the setup, including registering a number on Twilio. I just need help with the configuration. The WhatsApp message will include the client's name and should be sent to all new leads without any conditions. Ideal skills for this project include: - Experience with CRM - Proficiency in using Twilio and Zapier - Ability to configure automated messaging systems

I'd like to have a slide template design in ppt format matching logo design guidelines.

I'm seeking a talented Figma designer who can improve upon a provided sample. The focus will be on two card types that display key metrics. Key Requirements: - Improve design elements for enhanced visual appeal - Ensure a clean, modern, and user-friendly layout - Strict adherence to the provided mockups as inspiration Please avoid introducing random designs or themes that deviate from the sample's structure and intent. I'm open to your expertise, but if there are any doubts or clarifications required, please ask before proceeding to avoid misalignment with expectations. If the design meets expectations, we can collaborate further on additional requirements.

I'm looking for a professional to develop a comprehensive Loan Origination System (LOS) and Loan Management System (LMS) specifically for Home loans and Loan Against Property (LAP). The systems need to be built for both web and mobile platforms. 1. Executive Summary The purpose of this project is to design and implement a robust and scalable Loan Origination System (LOS) and Loan Management System (LMS) tailored for Home Loans (HL) and Loan Against Property (LAP). The LOS will streamline the loan origination process from application to approval, while the LMS will handle post-disbursement activities such as repayment tracking, collections, and customer servicing. 2. Business Objectives Automate and digitize the end-to-end lifecycle of HL and LAP. Ensure seamless integration b...

We are iDigitalpreneur, a growing digital marketing company based in India, and we are looking to hire a skilled lead generation specialist to help us attract potential clients and grow our business. Key Responsibilities: Conduct market research to identify potential leads in our target industry (list any specific industries if applicable). Develop strategies to generate quality leads. Use various platforms (LinkedIn, email marketing, cold calling, etc.) to generate and convert leads. Maintain a high level of communication with leads and provide them with relevant information. Use lead generation tools and CRM systems to manage and track leads effectively. Report on lead generation performance and metrics regularly. skills required ; Proven experience in lead generation, wi...

I need a JavaScript-based URL redirect that includes the source URL and dynamic query parameter. The query and the source url information should be forwarded to the redirected page. Ideal candidates for this project should have a strong understanding of JavaScript, URL structures, and web redirection processes. Please also have the ability to test and troubleshoot the redirects to ensure all parameters are being correctly included and displayed.

I'm seeking a skilled developer to create an integrated webpage and mobile app for CRM tailored for our radiology company. Key Features: - Web, iOS, and Android compatibility - Communication facilitation between our company and clients/patients - Capturing information from new leads/customers, including uploading of ID cards, documents, etc - Providing reports post-diagnostic imaging procedures from our current RIS/PACS (Radiology Information System/ Picture Archiving System) by seamless integration - must be HIPPAA and HL7 compliant - A private section for inter-company interactions per client, including document and ID card uploads - Enabling clients to upload during onboarding via file upload or camera - Full database access for marketing, reminders, and push notifi...

I'm looking for a professional video editor based in the USA to edit 25 promotional videos monthly for my client. Each video is under 1 minute in length, and the editing style should be clean and professional. Details: - Monthly Requirement: 25 videos - Payment: $25 per video - Freelancing: Allowed - Editing Style: Clean and professional, suitable for promotional content. Reference and raw clip

Create Strategy based on cross 0.

...THIS FLIEND AND EXPERIENCED IN SALES I need a WordPress website for my beauty salon. It should have a CRM engine for bookings and payments, as well as automations for marketing campaigns and reminders via WhatsApp for managing clients. The main goal of this project is to enhance my marketing efforts through this website. Key Requirements: - Integration of a CRM for bookings and payments - Implementation of automated marketing campaigns and WhatsApp reminders - Aesthetically pleasing design consistent with my logo and color scheme The website should also include: - Descriptions and pricing for our services - Client testimonials If you're skilled in WordPress and have experience with CRM integration and automation, I'd love to hear from you. Please be...

I am looking for a Python expert to help build an algorithmic trading strategy focused on trend following in the stock market. Key Requirements: - Design and implement a trend following algorithm using Python. - Tailor the strategy specifically for the stock market. Ideal Skills: - Extensive knowledge and experience in algorithmic trading. - Proficient in Python programming. - Familiarity with the stock market and trend following strategies. Please include examples of your previous work in algorithmic trading when you bid.

...Experience in lead generation, B2B sales, and negotiating IT service contracts. • Proven ability to achieve or exceed sales targets in the IT sector. 3. Technical Understanding: • Basic knowledge of programming, software development lifecycle, and IT system architecture. • Understanding of emerging technologies such as AI, IoT, cybersecurity, and data analytics. 4. CRM and Sales Tools Proficiency: • Hands-on experience with CRM platforms like Salesforce, HubSpot, or Zoho. • Skilled in using sales automation tools and analytics software. 5. Market Research and Analysis: • Ability to analyze market trends and competitor offerings to craft compelling sales strategies. 6. Client-Focused Communication: • Expertise in presenting tech...

We are developing a Hospital Management System (HMS) using Odoo, where the Doctor Dashboard is a critical feature. The goal is to dynamically display all patient records in the Doctor Dashboard, enable doctors to record consultation details seamlessly, and maintain a consultation history log for each patient, similar to how activities and records are logged in Odoo CRM for quotations/invoices. Current Problem The current implementation does not fulfill the following key requirements: Patient Listing: The Doctor Dashboard does not dynamically display all patient records from the Patient model. Key patient details (e.g., Name, DOB, Email) are missing or not properly displayed. Workflow: The workflow to navigate from the dashboard to a consultation form for recording

...looking for a talented frontend engineer with experience in React and other modern frontend technologies to work on an exciting 45-day project. The goal is to build a polished, interactive dashboard based on a Figma high-fidelity design. About the Project: The project involves creating a high-quality dashboard that is visually appealing, responsive, and user-friendly. We’ll share a sample of the Figma design to give you a clear idea of what we’re aiming for. Your expertise will be critical in translating this design into a functional product. Responsibilities: Implementing the dashboard UI based on Figma designs. Writing clean, scalable, and reusable code. Ensuring the dashboard is responsive and performs well across devices. Collaborating wi...

I'm looking for a web-based program that can help me keep track of job participants, their payment statuses, and visualize data through a bar chart. Key Features: - Each participant should have a unique ID for identification. - A section to add new participants, requiring their Name and Contact Details, Date Joined and Payment Status. - Capability to indicate how many people are involved in a job and how many have made a payment. - A chart to visualize the number of participants added each month. Access: - Users should be able to log in with a Username and Password. Ideal Skills: - Proficiency in web development. - Experience with data visualization and creating interactive charts. - Knowledge in user authentication systems.

I'm looking for an expert who can create API connections to lead and ticket APIs. The API connections need to integrate with both our CRM systems (specifically Syncro) and our Helpdesk software. Ideal Skills: - Extensive experience in API development and integration - Proficiency in working with CRM systems, particularly Syncro - Familiarity with Helpdesk software - Knowledge in handling lead and ticket APIs

I'm looking for a proficient solution architect with extensive experience in integrating Microsoft Dynamics 365 with various systems. Key Areas of Focus: - Integrating Microsoft Dynamics 365 with ERP systems, CRM systems, and third-party applications. Ideal Skills and Experience: - Deep understanding and hands-on experience with Microsoft Dynamics 365 - Proven track record in system integration - Experience with ERP and CRM systems - Familiarity with various third-party applications - Strong problem-solving skills and attention to detail

I'm seeking a skilled developer for a mobile application built on Laravel, integrated with Firebase Remote Config. The app's primary function revolves around e-commerce. Key Requirements: - Expert knowledge in Laravel - Proficient in mobile application development - Experience with Firebase Remote Config - E-portal integration expertise The ideal freelancer will have a strong background in creating e-commerce mobile apps, with a deep understanding of Laravel and Firebase. Please provide examples of relevant projects in your proposal.

I'm seeking an experienced mobile app developer to build a comprehensive real estate app with a primary focus on CRM capabilities. Key Features: - CRM: The app should effectively manage client relationships, tracking interactions, preferences, and history to streamline communication and enhance customer service. - Data Storage & Record Keeping: The app needs robust data management features to store and track various records including client information, property details, and employee attendance. Ideal Skills & Experience: - Proven experience in developing real estate apps or CRM applications - Proficiency in data management and storage systems - Strong understanding of mobile app development best practices - Excellent problem-solving skills and attenti...

after the market opening of the day or week or month , indicator will identify the setup candle in a smaller time frame based on my spec and draw horizontal lines on HL that will stay for the rest of the day, week, month.

HERE IS A LIST OF WHAT I NEED, THIS INFORMATION MUST BE ACCURATE. I HAVE LOST A LOT OF MONEY WASTING MY TIME ON PEOPLE WHO CAN NOT PRODUCE WHAT I NEED.. I AM DOING MORTGAGE FORECLOSURE EXCESS PROCEEDS THIS WILL BE A PERMANENT POSITION WITH ADDED BONUSES. I AM A NEW COMPANY AND NEED AN HONEST HARD WORKER TO RODUCE WHAT I NEED, I NEED SOMEONE THAT IS WILLING TO GROW WITH MY COMPANY AND ME. I WILL NEED AN EXCEL SPREADSHEET WITH THIS INFORMATION, I AM WILLING TO WORK WITH ANYONE WHO CAN DO THE JOB I AM CURRENTLY LOOKING FOR MORTGAGE FORECLOSURES AND 3RD SALE TAX LIENS THAT HAVE BEEN SOLD WITH IN THE LAST 90 DAYS, THEY MUST BE TWO SEPERATE LIST OR LABELED. I NEED THE FOLLOWING INFORMATION, DATE OF FORECLOSURE OR TAX LIEN SALE FORECLOSURE ADDRESS OWNERS NAME EMAIL ADDRESSES PHONE...

More details: You must have detailed and specific experience with GoHighLevel CRM customisations / calendars / appointments / contact profiles. Go High Level CRM calendar customisations. For my users to be able to make appointments for a customer from within a customer profile, populating the appointment with data inside the profile, sending notifications to multiple parties and having the customer be able to upload documents back on the confirmation email. What notification methods do you prefer for multiple parties? Email and SMS Which data fields from the customer profile should be included in the appointment details? Customer name and contact details, Preferences and special requirements, Questionnaire info How should the customer upload documents back on the confirm...

I'm looking to develop a unique blend of a social media and task management app using Flutter. The app will primarily be a social media platform with integrated task management functionalities. It needs to be compatible with both iOS and Android. Key Features: - Social media functionalities: user profiles, news feed, messaging, etc. - Integrated task management features: creating, sharing, and tracking tasks. Ideal Skills: - Expertise in Flutter - Prior experience with social media and task management apps - Cross-platform (iOS and Android) app development experience - Strong UI/UX design skills to create engaging interfaces I would appreciate freelancers who can show me similar apps they've developed in the past.

I'm in need of a skilled web designer and developer from Latin America who possesses a strong modern design vision. Your portfolio should reflect a clean, professional, and contemporary aesthetic, aimed at creating impactful, user-friendly, and visually stunning corporate websites. This is a freelance role, and I am looking for a professional who can collaborate on a project-by-project basis. For this particular project, I require the creation of a 5-page corporate website. While the exact layout and content will be discussed, expect to include standard pages like Home, About Us, and Contact. Ideal candidates should: - Have a strong portfolio of modern, minimalistic web design - Possess excellent web development skills - Be based in Latin America - Have ...

...training, CRM tools, and marketing collateral to help you succeed. • Career growth opportunities: Potential to grow into a regional management role as the business scales. What We’re Looking For The ideal candidate will have: • Proven B2B sales experience: Experience in selling technology or SaaS solutions is a plus. • Strong communication and negotiation skills: Confidence in presenting and closing deals. • Self-motivation: Ability to work independently and manage your sales pipeline effectively. • Results-driven mindset: Passion for meeting and exceeding sales targets. • Tech-savviness: Comfortable learning about AI-driven solutions and explaining their benefits to clients. Earning Potential • Target: 12 new subscribers per mon...

I'm looking for a developer to create an Android app using Android Studio Ladybug with Kotlin. The app will utilize the device's camera to take pictures, convert them to text, and extract VIN numbers. Key Features: - Logs GPS coordinates immediately after a picture is taken - Displays GPS coordinates alongside the triggered VIN - Ability for the user to scan multiple VINs in a single session The app does not require any user authentication or login features. Ideal skills and experience for the job: - Proficiency in Android Studio - Proficiency in Android Studio kotlin - Experience with camera and text extraction integration in mobile app environment -- Ability to create user-friendly interfaces

I am seeking a skilled web developer with expertise in the MERN stack. The project involves creating an innovative health tracker website that isn't already existing, but shares some similar elements. The website should incorporate the following core features: - Activity Logging: Users should be able to log their daily activities, from physical exercise to dietary habits. - Health Metrics Dashboard: A comprehensive dashboard that visualizes users' health metrics over time. - Personal Goal Setting: A feature that allows users to set and track their personal health goals. This description is given by freelancer.com only You may change the topic by yourself. What I want is a mern stack project that uses certain good functionalities but is not the exact something which is ex...

Ai Voice Calling Agent/Bot. Use Custom Telephony Service. Use CRM Integrate Using Api Keys And Create Custom Dialer Solution For Call Center Note: For Ai Voice Bot Preferred To Use Open Ai ChatGpt Models. For Custom Telephony Service That Charges Fix Cost For Unlimited Outbound And Inbound Calls Like Aircall Ai. Features Required Batch Calling For Outbound Calls Thats Allows To Do Bulk Calling At The Same Time. Call History Monitoring: Access detailed records of all calls, complete with statuses and outcomes. Advanced filtering options enable users to sort calls based on success rates, latency, and user sentiment, facilitating the swift identification of failed calls and performance bottlenecks. Post-Call Analysis: Automatically analyze customer conversations post-inter...

...existing ERP system to synchronize data such as inventory levels, pricing, and order information in real-time. This integration is crucial for streamlining operations and ensuring data accuracy. • System Integration: Ensure compatibility and seamless communication between the online platform and other existing systems, such as payment gateways, shipping services, and customer relationship management (CRM) tools. • Email Marketing Strategy: Develop and execute an email marketing plan that includes the creation of a monthly promotional booklet in PDF format. This booklet should highlight current promotions, new products, and special offers. • Email Campaign Management: Utilize email marketing platforms to design, schedule, and send the monthly promotional booklet ...

I'm seeking commission-based sales specialists to attract clients for my video editing agency, focusing primarily on the Entertainment and Media sector. The target market is national. Key Responsibilities: - Utilize cold calling and emailing to reach potential clients - Leverage social media for client acquisition - Attend networking events to generate leads Your compensation will be purely commission-based initially, with the potential for bonuses if you deliver results.

...sales cycle from initial contact to closing. Present our CNC machining and laser cutting capabilities, explaining the technical aspects and benefits of our services. Prepare and deliver accurate quotes, proposals, and contracts based on customer requirements. Negotiate terms and pricing to secure contracts and meet sales targets. Build and maintain long-term relationships with existing customers, ensuring repeat business and client satisfaction. Reporting & Documentation: Maintain accurate records of sales activities, customer interactions, and project statuses in CRM systems. Provide regular sales reports, forecasting, and updates to management. Industry Networking & Events: Attend industry trade shows, conferences, and networking events to represent the ...

...the data, and generate ratings based on multiple key metrics. These ratings will assist in matching properties with clients based on their unique investment preferences. Key Features: 1. Data Integration: • Pull data from external sources related to property market trends, pricing, yields, growth potential, and more. 2. Data Cleaning and Processing: • Clean and process the data to ensure it’s ready for analysis and reporting. 3. Property Rating Calculation: • Calculate property ratings using multiple factors (e.g., price, yield, demand, growth potential, etc.). • Customize ratings based on individual client preferences (e.g., focusing more on return on investment or potential for growth). 4. CRM Integration: • Integrat...

I'm seeking a motivated salesperson focused on cold calling potential clients for my digital marketing agency. Key Responsibilities: - Cold calling prospective clients in the digital marketing industry. - Generating leads and convert...motivated salesperson focused on cold calling potential clients for my digital marketing agency. Key Responsibilities: - Cold calling prospective clients in the digital marketing industry. - Generating leads and converting them into potential sales. Ideal Skills & Experience: - Proven lead generation experience. - Exceptional communication skills, both verbal and written. - Proficient in using CRM tools to track calls, leads and sales. If you have a knack for sales, a passion for digital marketing, and the skills to back it up, I'...

...decimal to a web API, and displays the returned result on the screen. The current output is HTML, but we can switch to JSON if necessary. The RFID tag readers are OmniKey 5022, with 13.56MHz ISO14443A tags. Currently, we have a simple web page setup with a clock, an entry box, and a submit button. We're using a third-party software to read the RFID cards, but it doesn't always work as intended due to startup sequence issues. This new application should: - Display the web API response on the screen - Not require any user authentication - Show error messages on screen for any issues, such as failed API calls or invalid RFID tags Ideal candidates for this project should have: - Experience in software development for Windows - Proficiency in creating appl...

I'm in need of a professional who can create a web-based data entry tool for a MySQL database. This tool will handle mixed data types: text and numerical. The primary functions of the tool will be to facilitate data input and conduct validation checks. See attached file for specifics. Key Requirements: - Proficiency in MySQL database management - Experienced in web-based application development - Prior work on data entry and validation tools - Understanding of both text and numerical data processing Please include examples of similar projects you've completed in your proposal. Thank you.

...solutions. Project Overview Platforms: Web Application Mobile Applications (iOS and Android using React Native Expo) Dashboards: Client Portal Admin Portal Employee Portal Guest Portal Preferred Tech Stack: Frontend: React (Web) and React Native Expo (Mobile) Backend: NestJS or Database: Prisma ORM Core Features Guest Portal (Web & Mobile): Welcome screen showcasing platform highlights. Options to sign in, sign up, or continue as a guest. Menu with sections: Products, About Us, Portfolio, Branches, and Client Portal. Product browsing with category filtering and portfolio examples. Checkout process with a questionnaire (except for Social Media and Software Development services, which are redirected to the sales team). Client Portal (Web & Mobile...

I'm looking for an experienced web developer to create a comprehensive small hotel website. This site should encapsulate a variety of essential features designed to enhance user experience and streamline hotel operations. Key Requirements: - **Online Booking System**: A robust, user-friendly system for real-time bookings. Including CRM and PMS. The booking agent should be adaptable between hotel, restaurant and events bookings. - **Photo Gallery**: An attractive and easily navigable gallery showcasing the hotel’s amenities, rooms, and surroundings. - **Customer Reviews**: A section for displaying guest feedback, fostering credibility and trust. Additional Features: - **Shortcut Menu**: A detailed, interactive menu for both the hotel, restaurant and another for sp...