CRM Jobs

As a real estate company, we are looking for an expert in Zoho One to set up workflows for our sales, leasing, and property management operations. This project includes integrating with Property Finder to ensure a seamless process. Ideal Candidate: - Extensive experience in Zoho One implementation - Strong understanding of real estate operations - Proven skills in optimizing workflows and integrating systems Specific Needs: - Primarily setting up workflows for sales processes - Automation of lead generation and follow-up in the sales process If you have the requisite skills and experience, we would love to hear from you.

Proposal to Build an Event Landing Page for "BOSS: Bridging Opportunities and Sharing Success" Overview: We are seeking a skilled and experienced freelance web designer to create a professional, visually engaging landing page for our one-day virtual event, *BOSS: Bridging Opportunities and Sharing Success*. This event will take place on **February 13th**, and the landing page will be critical in capturing audience attention and driving registrations. The landing page must be built within our CRM platform, , to ensure seamless integration with our existing tools and processes. Familiarity with is a must for this project. Our goal is to design a user-friendly, mobile-responsive landing page that reflects the dynamic and motivational tone of this gathering. The page should be opt...

I'm in need of a seasoned Zoho developer to assist with Zoho People and enhance my Zoho CRM. Zoho Features : - Database Core HR Performance Corporate LMS Self-Service Documents Mobile Looking solution for - 1. Staff attendance 2. late marks count and salary deduction accordingly 3. Daily / periodical tasks monitoring, its completion record and accordingly performance monitoring. 4. Penalties (Unable to see anywhere in Zoho) management - making rules and marking penalties 5. Bonus, rewards management 6. salary sleep generation 7. performance monitoring etc

I'm seeking a dedicated Real Estate Assistant to help with various tasks in managing my real estate business. Key Responsibilities: - Managing property listings primarily on - Communicating with clients through emails and phone calls - Processing transactions in a timely and efficient manner Ideal Skills: - Experience in real estate - Proficiency in using - Excellent communication skills - Ability to manage transactions smoothly and efficiently If you are reliable, organized, and have a passion for real estate, I would love to hear from you.

I'm looking for a skilled social media marketer with experience using high-level marketing software. My primary platforms are Facebook, Instagram, YouTube, and TikTok. The main goal of this campaign is lead generation. The freelancer must be proficient in managing GoHighLevel software, commonly utilized by SMMAs for handling client portfolios, with a primary focus on client acquisition and managing existing client accounts. Familiarity with using AI tools is essential. Our work is centered in the healthcare industry. Key Requirements: - Proficient in using social media marketing software with advanced features. - Experience in lead generation through social media. - Expertise in managing and strategizing across multiple platforms. Ideal Software Skills: - Analytics and ...

We are looking for a Pipedrive specialist with experience in CRM management, automation, and sales pipeline optimization. Need experience in Pipedrive CRM - including automation, filtering, reports, and sales pipeline structuring and optimization. We want to redesign and automate our follow-up sequence and pipeline stages. The goal is to create consistency in our follow-up, be more proactive, and understand where clients are dropping off so we can increase conversions. -The follow-up sequence is about 18 steps -The sequence will ideally do 2 things: trigger reminders, and when the activity is done (e.g., email sent, or phone call made), the person will move to the next stage automatically -Automate and use templates on any actions that don’t require personalization -Potentially dev...

We are looking for a Pipedrive specialist with experience in CRM management, automation, and sales pipeline optimization. Need experience in Pipedrive CRM - including automation, filtering, reports, and sales pipeline structuring and optimization. We want to redesign and automate our follow-up sequence and pipeline stages. The goal is to create consistency in our follow-up, be more proactive, and understand where clients are dropping off so we can increase conversions. -The follow-up sequence is about 18 steps -The sequence will ideally do 2 things: trigger reminders, and when the activity is done (e.g., email sent, or phone call made), the person will move to the next stage automatically -Automate and use templates on any actions that don’t require personalization -Potentially dev...

We are looking for a Pipedrive specialist with experience in CRM management, automation, and sales pipeline optimization. Need experience in Pipedrive CRM - including automation, filtering, reports, and sales pipeline structuring and optimization. We want to redesign and automate our follow-up sequence and pipeline stages. The goal is to create consistency in our follow-up, be more proactive, and understand where clients are dropping off so we can increase conversions. -The follow-up sequence is about 18 steps -The sequence will ideally do 2 things: trigger reminders, and when the activity is done (e.g., email sent, or phone call made), the person will move to the next stage automatically -Automate and use templates on any actions that don’t require personalization -Potentially dev...

I need an expert who can set up my ZOHO CRM. The main tasks of this CRM setup will include managing leads, tracking contacts, and organizing points of contact. Key Responsibilities: - Set up ZOHO CRM to efficiently manage leads, track contacts and organize points of contact. - Migrate existing data from spreadsheets into the CRM. Ideal Skills: - Extensive experience with ZOHO CRM. - Data migration expertise. - Proficient in Excel and managing large data sets. Please only bid if you have relevant experience and can deliver a seamless CRM setup.

I'm in need of a seasoned Zoho consultant who can assist in setting up and configuring Zoho Books, Zoho Payroll, and Zoho Analytics. The primary focus will be on Zoho Books, where I need help with: - Invoice management: Setting up and automating invoicing processes. - Expense tracking: Implementing systems for monitoring and managing expenses. - Financial reporting: Creating and customizing reports for comprehensive financial analysis. Additionally, I require Zoho Analytics to be integrated with our accounting software. This will help in deriving insights and making data-driven decisions. Ideal candidates for this project should have: - A deep understanding of all three Zoho services. - Prior experience setting up and configuring Zoho Books, Zoho Payroll, and Zoho Analytics. - Exce...

As a small real estate company, we're in need of a tailored CRM on Monday.com. This system should encompass functionalities for Client Management, Sales Tracking, and Lead Management. Key Requirements: - Design a CRM that's user-friendly for a team of 1-5 - Incorporate essential real estate CRM features - No need for integration with other software or tools at this stage We're looking for someone with demonstrated experience in and CRM development. Your understanding of the real estate industry will be a plus. If you can create a system that caters to our needs, we want to hear from you. Thank you.

Job Title: Real Estate Virtual Assistant ?✨ Type: Remote | Part-time/Full-time We’re looking for a proactive and reliable Virtual Assistant to support our real estate business with wholesaling, subject-to transactions, realtor outreach, and cold calling. If you’re experienced, organized, and ready to thrive in the fast-paced world of real estate, we’d love to work with you! Key Responsibilities: ✔️ Find and research wholesale and subject-to leads. ✔️ Conduct cold calls to property owners and realtors to source deals. ✔️ Build relationships with realtors and identify investment opportunities. ✔️ Analyze property comps to assess value and potential. ✔️ Manage CRM, email communication, and scheduling. ✔️ Prepare contracts and coordinate closing processes. Requirements: ✅ ...

We want to integrate our Wordpress/woocommerce website with Zoho CRM, Marketing automation and Zoho inventory. Integration would be on customers data, sales orders, marketing events, products, inventory and shipments.

Sales Representative Job Description The ideal candidate for this role will excel in identifying, creating, and closing new opportunities. By employing a consultative sales approach, you will leverage your expertise to identify and qualify leads, ultimately generating sales opportunities with both new and existing customers. Responsibilities 1. Achieve and exceed sales targets consistently. 2. Develop new business opportunities and maintain existing customer accounts. 3. Lead complex negotiations with senior-level executives. 4. Build strong, long-term relationships with customers to foster trust and loyalty. 5. Qualifications Experience: 2-5 years of quota-carrying sales experience. CRM Knowledge: Proficient in using CRM systems to manage leads and customer relationships. Proven Track ...

We are seeking a skilled and detail-oriented CRM Database Administrator to create and optimize our custom Airtable-based CRM with integrated mail management, payment processing, and file handling capabilities. This system will be designed to streamline customer communications, mail handling, and payment management. The ideal candidate will have experience with Airtable, Stripe, and mobile-first design, with a focus on usability and efficient integration. The candidate must also be able to work within an expedited timeline, with 10 days for system testing and 15 days for delivery of a fully workable version of the system. Client Information Management - The database should store essential client details including contact information, purchase history and communication records. Mail Order...

I am currently experiencing an issue with my Fluent CRM system. After transferring data to the new system, my email open rates have dropped significantly. I need a skilled professional to diagnose the issue and fix it. Main Requirements: - Troubleshoot and resolve the low email open rate issue. - Identify if there are any common patterns or specific problems with the emails. - Conduct regular maintenance on the Fluent CRM system to prevent future issues. Ideal skills and experience: - Extensive experience with Fluent CRM. - Proven track record in troubleshooting email systems and increasing open rates. - Available for regular website maintenance.

I'm seeking a talented freelance developer to create an AI-powered WhatsApp chatbot for our e-commerce retail store. This chatbot will not only handle product inquiries but also interact with our customers, providing them with seamless communication and support via WhatsApp. Key Requirements: Develop and Deploy WhatsApp Chatbot: Build and deploy a chatbot capable of responding to product inquiries and handling various customer queries through WhatsApp. AI Integration: Use generative AI tools (e.g., AWS Bedrock or similar) to provide accurate and dynamic responses based on customer queries about products, shipping, and other store-related questions. CRM Integration: Integrate the chatbot with a CRM that supports WhatsApp integration to track customer interactions, inquiries, and thei...

I need a professional who can develop a CRM software for me. It should be open source so that I can customize it in future. Here's a concise summary: HubSpot CRM & Bitrix24: Key Highlights - HubSpot CRM: Free plan with unlimited users and contacts, easy to use, and integrates with many apps. - Bitrix24: Free plan with unlimited users and contacts, all-in-one business app with CRM, marketing, and project management features. Key Considerations 1. Ease of use 2. Customization options 3. Integration with other apps Both HubSpot CRM and Bitrix24 offer an excellent balance of features, customization, and affordability, making them top choices for businesses seeking a reliable CRM solution. Key Features: - Lead Management: The CRM should have a robust lead management system t...

I'm in need of an experienced Odoo specialist to customize several existing modules and create new ones. The ultimate goal is to enhance our operational efficiency and ensure all modules are user-friendly for our team. Key modules to be worked on include Sales, Inventory, Human Resources, Accounting, and Email. Key Responsibilities: - Customize existing Odoo modules (Sales, Inventory, Human Resources) to meet our business needs - Create new modules for Project Management, Customer Support, and Marketing Automation - Ensure all modules are user-friendly for our employees - Integrate these modules with other systems we use Ideal Candidate: - Extensive experience with Odoo - Strong onboarding skills - Proficient in systems integration - Deep understanding of business needs and Odoo cap...

I'm in need of a seasoned professional who can help customize an open-source CRM to suit my business needs. The primary focus will be on integrating the CRM with various tools. Key Integrations Required: - Email marketing software: I want to streamline my marketing efforts and manage campaigns directly from the CRM. - Accounting software: This integration is crucial for maintaining financial oversight and automating invoicing and payment tracking. - Customer support systems: To ensure seamless customer service and support, integration with our existing support systems is necessary. - MLM Binary System: This is a specific requirement for my business model which involves multi-level marketing. Ideal candidates should have extensive experience with CRM customization and open-source pl...

We are looking for a skilled Dynamics 365 professional to integrate Dynamics CRM with Dynamics 365 Finance & Operations (F&O). The integration will involve invoice synchronization and fixed asset data transfer using Dual-write for real-time updates. Scope of Work: 1. Invoice Integration: - Sync invoices from CRM to D365 F&O, including customer details, product information, and financial data. - Configure posting profiles for standard and advanced invoices. - Track integration status and enable retry functionality for failed transactions. 2. Fixed Asset Integration: - Sync selected fixed asset groups from F&O to CRM based on predefined parameters. - Include classification, number sequencing, and location-specific custom fields. - Update ...

I need a cost-effective CRM system with POS functionality built on free tools such as Google Sheets, Forms, and App Scripts. Key Requirements: - CRM: - Customer Management: Ability to track interactions and manage customer data effectively. - Sales Tracking: Monitor sales activities, forecast trends, and assess team performance. - Inventory Management: Oversee stock levels, orders, deliveries, and product updates. - POS: - Sales Reports: Generate detailed reports on sales performance, product popularity, and revenue. - Barcode Scanning: Implement a system for easy product identification and inventory management. User Base: This system will be utilized by my Sales Team, Inventory Staff, and Customer Service Team. Ideal Skills: - Proficiency in Google Sheets and its related to...

I'm seeking a skilled professional to set up my Sales-focused Zoho CRM. The individual should have expertise in the following key areas: Note: Must have previous experience working with Import Export Company - Lead Management: Efficiently tracking and managing potential sales opportunities. - Sales Forecasting: Implementing tools and features to predict future sales trends. - Email Marketing Integration: Seamlessly incorporating email marketing into the CRM. The ideal candidate will have a deep understanding of Zoho CRM and Sales CRM requirements. Prior experience with lead management and sales forecasting is crucial. They should also be able to integrate email marketing tools and provide training on how to use the system effectively. Please provide examples of similar projects yo...

I'm looking for an experienced trainer to enhance the skills of my sales team in working with Infor Syteline CRM. The team is at an intermediate level, and the training should focus on lead management, customer segmentation, and reporting and analytics. Skills and Experience: - Expert knowledge of Infor Syteline CRM - Proven experience in sales training - Strong understanding of lead management, customer segmentation and reporting and analytics features of the CRM. - Excellent communication and teaching skills. The goal of this training is to improve the sales team's efficiency and effectiveness in using the CRM to manage leads and customers, and to leverage data for sales strategies and forecasting.

I'm in need of a software integration specialist who can help me link my automated workflow software with client's CRM. The goal is to streamline clients' customized workflow processes. Key Requirements: - Integration of an automated workflow software (flowingly) with a CRM system. - pull data from CRM into tailored work processes. - Customization of data/information retrieval for task management. Ideal Skills: - Proficiency in CRM software. - Experience with workflow automation tools. - Strong understanding of software integration. - Skills in data management and retrieval. If you have the necessary expertise and experience, I would love to hear from you.

We're looking to implement a HubSpot CRM system primarily to enhance our customer engagement and make our sales and marketing team more efficient. This system will be a vital tool for our marketing and sales tasks, and we need it to be set up in a way that maximizes its potential for interacting with and understanding our customers. Key Requirements: - Set up the Hubspot CRM system for sales and marketing purposes. Designing our workflows, CRM architecture to be as efficient as possible and in line with our sales procedures. - Connections to our existing CRM systems and marketing tools. - Set up of automated email campaigns within the HubSpot CRM system. These campaigns will be central to our customer engagement strategy. - Customization of these automated email campaigns based on c...

Presupuesto 90 dólares Configuración y Personalización de Zoho Projects para Gestión de Horas Facturables y No Facturables Descripción: Buscamos un profesional con experiencia en Zoho Projects, Zoho API, y Deluge Scripts para configurar y personalizar nuestro entorno de trabajo. El objetivo principal es optimizar la gestión de horas trabajadas en las tareas de nuestros proyectos, implementando las siguientes funcionalidades: Restricción de Horas Facturables: Limitar el registro de horas facturables a las horas estimadas asignadas para cada tarea. Notificar a los empleados si intentan exceder estas horas. Horas No Facturables: Permitir la anotación ilimitada de horas no facturables en cualquier tarea sin restricciones. Notificacion...

All orders, user interactions, and data will be routed to Brevo for seamless CRM management. Ensure that Brevo is integrated with the site backend so all customer data, orders, and email communications are captured automatically. Out-of-Stock Item Updates: Implement a user sign-up feature for out-of-stock products where users can opt-in to receive automatic updates when the item is back in stock. This can be done via email notifications, triggered when the item becomes available again. Email Request for Out-of-Stock Orders: For out-of-stock items, a form or email link will allow users to send a request to place an order. The system will require users to place a bid, with a default bid price pre-set for each item. The request form will need to include fields for the bid and any other re...

Presupuesto 50 dólares Configuración y Personalización de Zoho Projects para Gestión de Horas Facturables y No Facturables Descripción: Buscamos un profesional con experiencia en Zoho Projects, Zoho API, y Deluge Scripts para configurar y personalizar nuestro entorno de trabajo. El objetivo principal es optimizar la gestión de horas trabajadas en las tareas de nuestros proyectos, implementando las siguientes funcionalidades: Restricción de Horas Facturables: Limitar el registro de horas facturables a las horas estimadas asignadas para cada tarea. Notificar a los empleados si intentan exceder estas horas. Horas No Facturables: Permitir la anotación ilimitada de horas no facturables en cualquier tarea sin restricciones. Notificacion...

I'm Bernhard, a budding entrepreneur in the real estate sector. I need a professional to create a new website for my company with a primary focus on lead generation. Key Requirements: - Implementing functionalities similar to GoModern's platform. - Integrating a CRM system for efficient lead management. - Including a contact form for potential clients. I have an Excel file with potential leads that I may need assistance in importing. I currently manage 2 Rent To Own projects and require help with email imports and other data integration. In terms of marketing, I need optimization for: - Facebook - Google - SEO for Google - Google Ads - Facebook Ads I aim to complete this project by the end of January. The ideal freelancer for this job should have experience ...