Crm data migration manager일자리

Bullhorn rest API를 이용하여 필요한 엔티니의 데이타를 읽어와 MS CRM의 데이타베이스에 입력가능한 프레임워크 개발 .

I am in need of a seasoned developer with expertise in WordPress and mobile app development to create an investment portfolio management platform. This platform should integrate a ChatGPT financial AI function or a custom AI fund manager feature. Key features of the platform include: - Market price display for selected stocks and bonds - Tracking of portfolio profit performance and Daily Yield-to-Maturity - Prediction modeling and simulations for preferred periods - Display of key financial indicators - Incorporation of additional financial metrics such as S&P 500, Dow Jones, and CDS, and etc. - Integrate AI (ChatGPT) The ideal candidate should have a solid background in finance and AI, with proven experience in developing similar platforms. Please provide samples of your pre...

I am in search of an experienced Front-end Developer to help build a CRM-focused website. This project will primarily involve contact management and customer service components. Key Responsibilities: - Work alongside our team to create and implement intuitive front-end components. - Optimize the website for performance and scalability. - Embed customer service elements within the CRM interface. Ideal Skills: - Expertise in HTML, CSS, JavaScript and React. - Previous experience developing CRM websites is a must. - Strong knowledge of customer service interface design. - Excellent English Communication skills. We need a developer who can transform our vision into a fully functional, efficient, and visually appealing CRM website. Your experience and skills will ...

I'm looking for an expert to assist with migrating our email solution from an on-premises Exchange to Office 365. Key Requirements: - Migration of over 200 mailboxes - Transferring of contacts and calendars alongside emails - Ensuring minimal downtime during the transition Ideal Skills and Experience: - Proven experience with Office 365 migrations - Proficiency in handling large scale email migrations - Expertise in data transfer including contacts and calendars - Excellent troubleshooting skills to handle potential issues during the migration process

Bonjour, Je cherche un expert en gestion de Meta Business (anciennement Facebook Business Manager) pour m’aider à résoudre plusieurs problèmes. Voici les tâches principales : Identifier et corriger les erreurs dans la configuration de mon compte Meta Business. Résoudre les éventuels problèmes liés aux publicités désapprouvées ou comptes publicitaires bloqués. Optimiser le paramétrage des pixels, conversions API et événements pour améliorer le suivi des performances. Vérifier et ajuster les paramètres des campagnes en cours pour maximiser le ROI. Apporter des recommandations sur la stratégie publicitaire et le ciblage. Compétences requises...

I need assistance in migrating a small Active Directory setup (up to 100 users) from a Windows Domain Controller to a Samba Domain Controller. Key Details: - The current setup includes file sharing services. - The preferred authentication method for the new Samba DC is LDAP. Requirements: - Proven experience with Windows AD and Samba. - Familiarity with LDAP. - Skills in server migration and file sharing setup.

I need help entering customer contact information into our CRM. Currently, this information is stored in Excel/CSV files. The total records to be entered is less than 1,000. Ideal skills for the job include: - Proficiency in data entry - Familiarity with CRM software - Ability to work with Excel/CSV files - Attention to detail to ensure data accuracy

I'm looking for someone to help me with data entry into my Salesforce CRM. The task primarily involves entering customer contact details from an Excel/CSV file. Ideal skills for the job: - Proficiency in Salesforce - Data entry experience - Attention to detail

Creazione di una App e di un CRM per la sua gestione. Pagamenti in app Agenda appuntamenti Geolocalizzazione Chat in app con archivio storico

Looking for experienced freelancers to manage Instagram and YouTube influencer collaborations for my skincare brand, Crystal Glow. Budget: ₹25,000 INR/month Requirements: Collaborate with at least 6 influencers within the budget. Goals: Drive sales growth. Generate genuine leads for the brand. We need influencers who align with the skincare and beauty niche and have an engaged audience. The focus is on quality collaborations that deliver results. If you have experience in influencer marketing and can deliver on these goals, please share your proposals! Looking forward to working with someone who can help elevate the brand!

...primarily phone numbers and LinkedIn profiles. - The data should be delivered in a Google Sheets format. Ideal Skills and Experience: - Previous experience in lead generation and data extraction. - Familiarity with the construction industry in Bangalore. - Proven track record of sourcing high-quality prospects. - Proficient in using Google Sheets for data organization. Requirement: 100 Profiles Industry: Construction Tools: LinkedIn, Lusha, ZoomInfo, LinkedIn Recruiter, Job Overview: We are looking for a skilled Data Extraction Specialist to source and extract contact details of Inside Sales Representatives, Telecallers, Inside Sales Managers, and Sales Executives from top construction companies in Bangalore. The extracted data will be used for hea...

Necesito un experto en Dynamics 365 que pueda ayudarme con la personalización e implantación del módulo de Ventas y Marketing y realizar una intranet para Gestión y Control Interno del Negocio (Despacho de Asesores y Abogados). Debe dominar, Automatizaciones y Workflows. Habilidades y experiencia ideales: - Amplio conocimiento y experiencia con Dynamics 365 y Business Central. - Historial probado de personalización exitosa de Dynamics 365 para satisfacer necesidades empresariales específicas. - Fuertes habilidades de resolución de problemas para identificar áreas de mejora e implementar soluciones efectivas. - Excelentes habilidades de comunicación para explicar conceptos complejos de una manera sencilla y entender mis requisi...

Seeking Business Account Manager for Recruitment Agency Responsibilities: - Drive business growth - Manage client relationships - Identify new business opportunities Requirements 3-5 years of business development experience in a recruitment agency/staffing firm. Proven track record in Client Acquisition and winning new business. Proven track record of increasing revenue through the generation of leads and placements. Lead and oversee the organization's recruitment and talent acquisition strategies.

I'm on the brink of unveiling Faablux, a luxury wellness and lifestyle brand rooted in inclusivity. I am in need of a talented Social Media Manager to craft a compelling narrative and a strong presence for the brand on Instagram and TikTok. Key Responsibilities: - Strategizing, creating, and scheduling captivating posts across images, videos, and Stories/Reels - Cultivating community engagement and monitoring growth - Identifying and leveraging trending hashtags and audio - Compiling and providing insightful weekly performance reports Requirements: - Proven experience in managing Instagram and TikTok accounts for lifestyle or luxury brands - A knack for creating visually stunning content that resonates with the brand’s vision - A deep understanding and appreciation for...

I'm looking f...allow me to easily create and send invoices to customers. - Track payments: I need a feature that lets me monitor whether invoices have been paid, and if not, how overdue they are. - Report generation: This functionality should provide me with insights based on payment history and current outstanding invoices. The software does not need to integrate with other systems like accounting software, CRM systems, or payment gateways. Ideal candidates for this project should have: - Extensive experience in software development, particularly creating custom invoicing software. - Strong understanding of Windows compatibility requirements. - Excellent skills in creating user-friendly software interfaces. Please include examples of similar projects you've complet...

...numbers, Contact person (like owner or manager) - Online presence: Websites, Facebook pages, Instagram Handles, TikTok Profiles, YouTube Channels - Location: Restaurant address - Additional info: If a restaurant has more than one location, and the opening and closing times This is a temporary gig for now, with only about 10 hours of work per week. However, I anticipate needing more comprehensive lists in the near future, which could potentially turn this into a part-time or full-time role. Ideal Skills: - Proficiency in data collection and research - Familiarity with using social media and online platforms for information gathering - Attention to detail - Good communication skills for clarifying any uncertainties Experience: - Previous experience in data collecti...

I'm in need of a detailed and com...comprehensive list of all the restaurants, cafes, and bakeries in Tuggeranong, ACT. The list should be inclusive of both local and international cuisine. The ideal freelancer for this project should: - Have excellent research skills - Be proficient in data organization - Have experience in compiling similar databases This project requires the following details for each establishment: - Type of cuisine - Email addresses - Phone numbers - Websites - Social media profiles (Facebook, Instagram, X, TikTok, YouTube) - Contact person (Owner or Manager) - Restaurant address - If the restaurant has one or more locations Ultimately, I want a comprehensive database that covers not just the basic details, but also the social media presence of...

...their feedback, allowing for targeted follow-ups and tailored communication. 10. Create Sales Funnels: - Nurture Leads: Implement automated email and SMS follow-ups to nurture leads driven by Google PPC and Meta Ads to keep our services top-of-mind. - Conversion: Utilize appointment scheduling features to make it easy for leads to book directly from email or text follow up. 11. Leverage CRM Features: - Segment our contacts based on their behavior and interactions (full time wash client but no details, detail client but not a full time wash client or both full time wash and detail client)This allows for targeted marketing and personalized communication. 12. Automate Marketing Campaigns: - Set up automation sequences for emails and SMS reminders to reduce no-shows a...

...smoothly. Key Features List: including the attachtmet file txt Example dashboard is not mine, It should like that i will give you dashboard template you design it Cloud-Based CMS Installer (vps server wille be used as cloud server) CMSID Creation with Admin & Password DNS Record Linking to CMS Cloud Server Installer for First-Time Server Configuration Support for 4 Migration Panel Options Database Import & Replacement for Migration Fresh Installation with Server Details (IP & DNS, Proxy Setup yes/no(reverse proxy)) Main Server & Load Balancer Connection Automatic Folder & File Creation on Load Balancers (also include streaming php, vod/series checker playarapi php and api php) Nginx Integration for Load Balancing + encryption between servers Remote, ...

I'm seeking a proactive and creative social media expert to handle my Facebook and Instagram pages. The role encompasses daily posts, which will range from images, videos to text updates. Ideal Skills and Experience: - Proven experience managing Facebook and Instagram - Creative content creation skills (images and videos) - Excellent understanding of social media trends - Strong communication skills for engaging with audience

I'm seeking an experienced review manager to oversee and moderate customer reviews about my business. The focus will primarily be on managing content and ensuring our online reputation is maintained. Key Responsibilities: - Monitor and moderate customer reviews across various platforms (specific platforms can be identified with the freelancer). - Analyze feedback and provide insights for business improvement. Ideal Skills: - Experience in content moderation and review management. - Strong analytical skills to interpret customer feedback. - Excellent communication skills for responding to reviews.

I'm seeking a reliable virtual assistant to help with email management and data entry tasks. Key Responsibilities: - Email Management: Primarily Customer Support. Your role will involve handling customer inquiries via email, ensuring timely and professional responses. - Data Entry: This will mainly involve updating spreadsheets and potentially managing our CRM. Ideal Skills: - Excellent written communication skills for customer correspondence. - Proficiency in data entry and familiarity with spreadsheet management. - Experience with CRM systems is a plus. - Ability to maintain confidentiality and handle sensitive information with discretion.

I am looking for a proficient social media manager whose primary goal will be boosting my brand's visibility across the digital landscape. Key Responsibilities: - Develop and implement a social media strategy aimed at increasing brand awareness. - Create, curate and manage published content (images, video and written) across various platforms. - Monitor, listen and respond to users in a way that cultivates a positive community and enhances brand visibility. Ideal Skills and Experience: - Proven experience in social media management. - Excellent content creation and communication skills. - Familiarity with social media analytics and tools. - Ability to engage with the community and handle online interactions professionally. Please note that while the focus will primarily be...

...all necessary configurations for the following modules: Dashboards Contacts Calendar To Do Appointments Meeting Rooms Documents Website CRM Helpdesk Sales Recruitment Planning Timesheets Employees Attendances Expenses Time Off Payroll Approvals Appraisals Referrals E-Learning Members Subscriptions Social Marketing Marketing Automation Email Marketing SMS Marketing Sign Marketing Card Purchase Accounting Lunch Discuss WhatsApp Live Chat Surveys Events Knowledge Data Cleaning Project Link Tracker Responsibilities: Install and configure the Odoo ERP system. Set up and customize the specified modul...

Course Migration To Go High Level We’re seeking an experienced freelancer to assist with migrating a course and workflows from Funnelr to Go High Level. This is a priority project, and we need someone skilled, detail-oriented, and efficient to ensure a seamless transition. What You’ll Do: • Access the Funnelr platform to replicate: • Course structure and videos. • Email follow-up sequences. • Sales pages. • Recreate these elements in Go High Level, including: • Building the course structure. • Uploading videos. • Setting up email workflows and automation. • Rebuilding sales pages. • Test the system thoroughly to ensure: • Email sequences and workflows function correctly. • Sales pages and course d...

I need a professional to help me migrate my Oracle database (currently less than 1GB) and WordPress website. The primary driver for this migration is cost savings. Additionally, I would like to integrate some new plugins into my WordPress site during the migration. Key Responsibilities: - Migrate the Oracle database to a more cost-effective solution. - Migrate my WordPress website seamlessly. - Integrate new plugins into the WordPress site during the migration. Ideal Skills: - Proficient in Oracle database management and migration. - Extensive experience with WordPress website development and plugin integration. - Demonstrated ability to implement cost-effective database solutions.

...Conversion Rate Optimization (CRO) techniques to improve lead conversion rates. Must be able to show proof of your ability by allowing me to search keywords to find your clients website. You must be able to write english based blogs with proper grammar. We have botble software based sites that you will be assigned a marketer login. From there you will be able to write tags, descriptions, change meta data, css, anything you need to make the pages search friendly. All of this is web based, no code to modify. You will modify product pages to target us for keywords related to the product to get us ranked on the first page of google results. You will do the same for all other site pages to get those also ranked on the first page. The pay for this is $150 per month per site. We hav...

Presupuesto 20 dólares de necesita en un día sobre todo enviar un vídeo de que la integración funciona Estoy buscando realizar la integración de los formularios creados con Gravity Forms con el CRM Verzia. Para ello, planeo utilizar el complemento Webhooks Add-On, que me permitirá conectar ambos sistemas a través de la API de Verzia, asegurando una comunicación eficiente y automatizada entre las plataformas.

I'm seeking an experienced event manager for a singer and band. This role will involve handling a variety of events, including concerts, corporate events, and performances at pubs and 5-star restaurants. Key Responsibilities: - Booking and Scheduling: Coordinate the band's schedule and book performances at suitable venues. - Marketing and Promotion: Develop and implement promotional strategies to increase visibility and audience size. Ideal Skills and Experience: - Proven experience in event management, specifically for musical acts. - Strong networking skills to connect with potential venues and promoters. - Excellent organizational skills for scheduling and logistics. - Marketing experience to effectively promote events. The role will require managing events on a week...

...latest (Django 5.5). The site has both custom code and third-party libraries. Here's what you need to know: - **Site Migration**: The primary objective is to ensure the site runs smoothly on the new Django version without altering the user interface design. - **Code Handling**: You'll be working with both custom code and third-party libraries, so a deep understanding of Django and Python is crucial. - **Design Consistency**: It's essential to maintain the same user interface design throughout the migration process. - **Testing**: Unfortunately, there are no automated tests for the existing codebase. Therefore, you should be comfortable thoroughly testing the site post-migration. Ideal candidates will have: - Extensive experience with Django and Pyth...

Idurar ERP geliştirmek istiyorum. Daha fazla modül ekle. Tasarım değişiklikleri yap. SaaS sürümü oluştur. Ve çok daha fazlası. Aradığım kişi: Deneyimli ve işe odaklanabilen. İşi önceliklendiren, parayı ikinci planda tutan. Sürekli ve içtenlikle birlikte çalışabileceğim biri.

...Destination Details: o Shipment destination: city, country, or specific address. • Accountability: o Responsible parties: staff members or departments involved in processing the shipment. • Condition Reports: o Condition of goods: e.g., "Good," "Damaged," "Frozen." • Additional Notes: o Free-text section for specific instructions, observations, or remarks. • Signatures: o Approval signature (e.g., manager or inspector). o Recipient acknowledgment of goods received. • Report Export: o Option to print or email the report as a PDF. Enhanced Features: • Audit Log: o Log all transactions and updates for accountability. • Search and Filter: o Advanced search for shipments, containers, or company records. • Real-time ...

I want to develop Idurar ERP. Add more modules. Make design changes. Create multiple SaaS versions. And much more. I am looking for someone: Who is experienced and can focus on the work. Who prioritizes the job, with money being secondary. Who I can work with continuously and sincerely.

i liked to buy this application and i am looking a to z instalaltion and branding. Setup Admin panel & API Project in Live Setup Manager App Setup Employee App Third-party API setup (All Google Map API) Configure Push Notification OTP configuration App name, logo, colors, package name, splash screen update (All materials will be given by customer) Revisions (Upto 3 before publishing) Upload the app to Google Play Store Upload the app to AppStore testflight Setup Admin panel & API project locally for testing SSL Certificate installation (Certificate not included) Domain Mapping (Domain not included) 6 months of support after going live documents :

We are looking for a highly skilled development agency to build and optimize a full-scale Web3 platform on Solana, integrating customized token minting, bonding curve pricing, liquidity migration, referral tracking, and fee-sharing mechanisms. A public GitHub repository provides some core functionalities (token minting, exponential bonding curve pricing, and liquidity migration), but extensive customization, optimization, and refactoring are required to align with our project needs. Beyond blockchain development, exceptional UI/UX design skills are required—starting with high-quality mockups (beyond Figma) before moving into full frontend implementation. Key Challenges Smart contract customization for tokenomics, liquidity, and referral tracking Merging and r...

I'm seeking a logo designer who can create a sleek, simple, minimalist logo for our CRM business. This logo should consist of a singular, captivating icon or a compelling representation of our business name. Key Requirements: - A minimalist design approach - Use of the primary color code: #c1262a - Innovative design that could be an abstract symbol, business-related imagery or a lettermark (our initials) Ideal Skills: - Proficiency in graphic design and logo creation - Capability to design in a minimalist style - Excellent understanding of color theory and application - Creative thinking to develop an appealing and relevant icon

I'm seeking a seasoned Property Manager to oversee my residential properties. This role encompasses various responsibilities, including: - Tenant Management: You will be responsible for screening potential tenants and overseeing the leasing process. - Property Maintenance: Ensuring the properties are well-maintained and addressing any maintenance issues promptly is a key part of this role. - Financial Reporting: Regular financial reports detailing income, expenses, and overall financial health of the properties will be required. Ideal candidates should have extensive experience in the real estate industry, particularly with residential properties. Strong skills in tenant management, property maintenance, and financial reporting are essential. Excellent communication skills fo...

I'm looking to move my E-commerce website (although it's an e-commerce platform, it is not am e-commerce ...e-commerce platform, it is not am e-commerce website) to a shared hosting platform. This project involves transferring the domain name and all related website content. Ideal candidates for this project should have: - Experience with e-commerce site migration - Proficiency in shared hosting platforms - Knowledge of domain name transfer procedures - Ability to ensure all website content is accurately and fully migrated. - Make sure it's secured - Must be completed by February 2, 2025 Please provide a detailed plan of how you would execute this migration. Your proposal will be evaluated based on your understanding of the task and your ability to communi...

Airtable Expert Needed for Custom CRM, Financial Module, and Automated Follow-Up System Description: We are seeking an experienced Airtable expert to build a custom CRM and financial management platform tailored to our educational business needs. The system should integrate with Stripe and Skool, automate workflows, track student progress, and manage financial performance. Scope of Work: 1. Stripe Integration: • Set up manual Stripe payment links. • Migrate payment information to our Airtable CRM. • Automatically grant access to Skool community and unlock purchased courses based on the Stripe link/product. 2. Financial Module: • Record all transactions in Airtable, including Stripe fees and commissions. • Create a dashboard to analyze...

I'm in need of a detail-oriented professional for manual data entry into our CRM software. The data consists of customer details, booking information and payment records. Key Responsibilities: - Manually inputting data into the CRM - Ensuring accuracy and consistency of data Ideal Skills: - Previous experience with CRM software - Excellent attention to detail - Strong data entry skills The project will be handled by 1-5 users. As such, the ideal candidate should be able to work collaboratively and efficiently within a small team.

Crear Grilla de contenido mensual para empresa de venta y alquiler de equipos de construcción. Debe crear contenido de valor y ser creativo. Trabajará de la mano del diseñador gráfico, experto en marketing digital y un project manager. Debe tener conocimiento en copywtitting y seo Porfavor No chatgtp

...1 on zOS to assist with a full-scale migration from our existing BMC automation. Key Responsibilities: - Comprehensive migration of all current BMC automation to Tivoli System Automation 4.1. - Configuration and integration of numerous custom scripts and configurations from our existing BMC setup. - Ensuring a smooth transition with minimal downtime. Ideal Skills: - Extensive experience with Tivoli System Automation 4.1 on zOS. - Strong background in BMC automation systems. - Proficiency in handling custom scripts and configurations. - Excellent problem-solving and troubleshooting abilities. Given the complexity of our current setup, this project will require not just technical knowledge, but also a strategic approach to ensure a successful migration. Your expert...

I need a freelancer experienced with ClickFunnels and Stan Store to help me migrate my course. Please do not apply if you are unfamiliar with either platform. Need someone to start work asap!

Project Title: Install Cookies Browser Before Loading Content for High CPC Ads Project Overview: We are looking for a skilled freelancer to implement a solution for managing cookies in the browser before loading high CPC (Cost Per Click) ad content on our website. The goal is to ensure that ads are properly tracked and served only to users who accept the necessary cookies, improving the user experience and optimizing ad revenue. Key Responsibilities: Cookie Consent Management: Integrate a cookie consent management tool to prompt users to accept or decline cookies. Ensure that cookies related to ad tracking are only set after user consent is given. Loading High CPC Ads: Develop a mechanism that prevents high CPC ads from loading until the user has accepted the cookie consent. Use an ad ...

I'm experiencing issues with data modelling in a project involving data sources from Dynamics CRM Dataverse and SQL. The primary goal of this project is to facilitate data analysis. As such, I need assistance with: - Data Integration: Combining data from multiple sources to create a comprehensive dataset for analysis. - Descriptive Analysis: Applying techniques to summarize and interpret the data. The tools being used for this project are Power BI for data analysis. Therefore, experience with Power BI is crucial. Ideal Skills: - Proficient in Power BI - Experience with data integration from Dynamics CRM Dataverse and SQL - Strong skills in descriptive analysis techniques - Data modelling expertise

experience in Privileged Access Management (PAM) solutions. Skilled in Privileged Session Manager (PSM), Central Policy Manager (CPM), PSM for SSH, Privileged Threat Analytics (PTA), and On-Demand Privileges Manager (OPM). Proficient in integrating CyberArk with AWS and Azure for secure privileged access. Experienced in integrating third-party applications with various Single Sign-On (SSO) solutions. Strong knowledge of cybersecurity within Linux and Windows environments. Proven track record in enhancing cybersecurity posture for enterprise systems. Optimized privileged access processes through policy automation and implementation. Demonstrated ability to collaborate with teams to drive strategic PAM initiatives. Expertise in identifying and addressing privileged acce...

I'm seeking a part-time remote Area Sales Manager for Palladium Iran Premium Energy Drinks. The focus will be on East Africa, specifically managing sales activities across the region. Key Responsibilities: - Building and maintaining customer relationships - Developing sales strategies - Achieving sales targets Qualifications: - Proven experience in Sales Strategy Development and Implementation - Strong Customer Relationship Management skills - Market Analysis and Research proficiency - Excellent Communication and Negotiation Skills - Prior experience in the Beverage or FMCG Industry is a plus - Ability to work independently and remotely - Proficiency in Microsoft Office Suite - Bachelor's degree in Business Administration or related field Please note, the target market w...

...passionate about IT, thrive in fast-paced environments, and excel in troubleshooting, we'd love to hear from you! Key Responsibilities: *Provide first-line and second-line technical support for client systems and applications. *Troubleshoot and resolve issues related to Microsoft 365, Azure Active Directory, Intune, and other cloud-based services. *Configure and deploy devices using Microsoft Endpoint Manager/Intune. *Manage user accounts, permissions, and group policies. *Diagnose and resolve hardware, software, and network connectivity issues. *Respond to service tickets within SLA timeframes, ensuring high customer satisfaction. *Collaborate with team members and escalate complex issues when necessary. *Document solutions and contribute to the knowledge base for future r...

... Key Responsibilities Design and develop AI-driven applications using our proprietary AI services. Deploy and manage applications on Kubernetes, ensuring high availability and scalability. Integrate in-house AI models and services via APIs for optimal performance. Work with DevOps teams to streamline CI/CD pipelines for AI applications. Collaborate with cross-functional teams, including data scientists and UI/UX designers, to create intuitive and impactful applications. Optimize application performance and ensure security and compliance standards are met. Monitor and troubleshoot Kubernetes clusters and deploy applications. Contribute to architectural decisions for AI service integration and application design. Backend: , MongoDB, AWS S3 Frontend: , TypeScript, Yarn Admi...

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 notifications...