Crm crmproiecte

Buenas tardes. Preciso urgente de una web con cualquier plantilla que acordemos en wordpress. Y que se pueda modificar por parte del cliente una vez ...que te dice el precio de cada uno de ellos dependiendo de la forma de pago. Una vez eliges el producto se manda como email. No hay una carrito de compra. Tambien hay una parte que es un boton de calcula tu ahorro, que es mediante unos parametros preestablecidos nos da unos datos. Es sencillo. Esto ultimo debe de ir dentro del plugin. Hay un crm con una indicaciones para el API. La idea es conectar los productos del crm con la web para que desde el crm se puedan cambiar precios. TEngo un email que lo pasaré a documento explicando todo. Ademas tiene que estar perfecta para SEO y se verificará en pagesp...

...align strategies and maximize conversion rates. Track and report outreach performance, leads generated, and conversion rates. Requirements: Proven experience in lead generation through email, LinkedIn, and freelancing platforms. Strong communication and copywriting skills to craft effective outreach messages. Familiarity with tools like Sales Navigator, , , Lemlist, and HubSpot CRM. Ability to generate high-quality leads in sectors aligned with agency services. Experience targeting markets in US, UK, UAE, Australia, and Canada. Results-driven mindset with the ability to meet and exceed lead generation targets. Knowledge of freelancing platforms and strategies to acquire projects and generate sales. Compensation: Fixed monthly salary. Performance-Based Incentives: Additional

I'm looking for a seasoned professional to set up our GHL sub-accoun...- Automated Messaging: We primarily use WhatsApp for our automated messaging, so this integration needs to be seamless and efficient. - CRM Syncing: Our customer relationship management needs to be in sync with WAZZAP for real-time updates and interactions. - Lead Tracking: This integration should allow us to track our leads effectively, providing us with valuable insights and data. We plan to run a variety of automated messaging campaigns, including promotional messages, transactional alerts, and customer support. Therefore, experience in setting up and managing such systems is crucial. The ideal candidate would be someone with a strong background in CRM software, automated messaging platforms, and ...

...available websites for backlink placements. Negotiate terms and close sales deals. Report sales progress and provide updates on leads and sales performance. Requirements: Proven experience in sales, outreach, or SEO link selling. Strong communication and negotiation skills. Understanding of SEO and the value of backlinks. Ability to work independently and manage your own sales pipeline. Familiarity with CRM tools (optional but preferred). Payment Structure: 20% commission for each backlink sale. Bonuses for exceptional sales performance and reaching milestones. Available Websites for Backlink Sales: These websites offer authoritative backlinks in the social media, influencer, and digital marketing niches, making

I'm seeking a professional with expertise in lead generation specifically focused o...Software Development sector within the Technology industry. The geographical focus is on North America. Key Requirements: - Proven experience in lead generation, particularly in the Software Development field. - Strong understanding of the Technology industry. - Ability to source high-quality, relevant leads from North America. - Excellent communication and negotiation skills. - Familiarity with CRM tools and lead generation software. Your task would be to identify and provide me with potential project leads in this sector. The ideal candidate should be proactive, detail-oriented, and capable of delivering leads in a timely manner. This is an ongoing project with the potential for long-term...

I'm looking for an experienced ERP manager who can integrate and optimize an ERP system tailored for my construction business. The primary focus will be on project management and procurement. Key Responsibilities: - ERP integration for inventory management, human resources, and customer relationship management (CRM) - Enhancing project management capabilities through the ERP system - Implementing efficient scheduling of tasks and resources - Establishing effective tracking mechanisms for project progress - Streamlining documentation management Ideal Skills: - Expert knowledge in ERP systems, particularly for the construction industry - Strong project management skills - Proficiency in procurement processes - Excellent understanding of scheduling, tracking and documen...

...in cold email outreach and B2B email marketing across various sectors.  Strong expertise in or comparable platforms (e.g., Lemlist, ).  Excellent copywriting skills customized to engage a global audience.  In-depth knowledge of email deliverability best practices (SPF, DKIM, warm-ups).  Experience in running A/B tests and optimizing email performance.  Familiarity with CRM integrations for effective lead management and tracking.  Proven track record of enhancing open rates, click rates, and reply rates in cold email campaigns. Proposal Requirements In your proposal, please include:  Examples of Previous Campaigns: Highlight any relevant campaigns you have managed targeting diverse B2B clients.  Results Achieved: Provide specific metrics showcasing improvements

...Relationship Management (CRM) tool, specifically designed for small businesses. This CRM should have the following key features: - Contact and lead management: The ability to efficiently track and manage customer interactions and potential sales leads. - Sales pipeline tracking: A system to visualize and manage the sales process from initial contact to closing. - Email and calendar integration: Seamless connection with common email and calendar services to streamline communication and scheduling. - Reporting and analytics dashboards: Comprehensive tools to assess business performance and sales trends. - Role-based access control: A secure, structured system to manage user access according to their role within the company. Ideal candidates should possess: - Extensive exper...

I have a hidden crm form script on my contact page that I need removed. see screenshot. Also when adding new crm script there is an error with recaptcha see screenshot. Pls only bid if you are available now

...Technical & Functional Requirements Platform / CMS - Preferred: WordPress or another user-friendly CMS that allows IO’s internal team to update content easily. We are open to recommendations based on your expertise. - Survey / Form Functionality The homepage survey should be a multi-step form with conditional logic, if possible. Captured data should be stored securely, ideally integrated with a CRM or at least easily exportable. - Speed & Performance Optimize for fast load times. Follow best practices for images, code, and server configurations. - SEO-Friendly Use SEO best practices (meta titles, descriptions, proper heading structure, image alt tags, etc.). We aim to rank for relevant keywords in accounting, HR, and advisory services. - Security & Complia...

After a server upgrade to PHP 8.1, my website (HTML) and CRM (Laravel) have stopped functioning. I need a skilled PHP developer well-versed in Laravel and HTML to diagnose and remedy the compatibility issues. Key Responsibilities: - Diagnose and fix PHP compatibility errors in the CRM (Laravel) and website (HTML) - Ensure the backend, frontend and database connections are functioning correctly post-fix Ideal Candidate: - Extensive experience with PHP 8.1 - Proficient in Laravel and HTML - Able to work quickly and effectively to restore full functionality to my systems Please provide your estimated time frame and cost for the project. Thank you!

Job Description: Zoho One Application Specialist Job Title: Zoho One Application Specialist An Exciting Career Opportunity to Drive Innovation and Efficiency! Key Responsibilities: 1. Zoho One Application Management: - Configure and maintain Zoho One tools like CRM, Creator, Books, Desk, and others to align with business processes. 2. Customization & Automation: - Develop workflows, scripts, and automation to enhance productivity and streamline operations within Zoho One. 3. Data Management & Insights: - Manage data flows between Zoho One apps and create impactful dashboards and reports for decision-making. 4. Integration Expertise: - Seamlessly integrate Zoho One apps with third-party platforms via APIs. 5. Training & Support: - Conduct training, provide documentat...

We are seeking a highly skilled and experienced Email Deliverability Specialist to join our team. Your primary responsibility will be to ensure the successful delivery of email campaigns to the recipient's inbox wh...email protocols, including SMTP, SPF, DKIM, DMARC, and feedback loops. Familiarity with email analytics tools and monitoring platforms (e.g., Google Postmaster, Postmark, MXToolBox). In-depth understanding of spam filtering technologies and email regulations (GDPR, CAN-SPAM, CASL). Excellent analytical and problem-solving skills. Preferred Skills: Experience with marketing automation platforms and CRM tools. Knowledge of DNS configuration and server-side troubleshooting. How to Apply: Send your CV, portfolio/case study, and rates. Let’s work together to ach...

I'm seeking a software developer to create a comprehensive system for managing both physical and digital inventory. This software needs to serve...- Low stock alerts: It should have a feature that sends notifications when stock levels fall below a predetermined threshold. - Automated restocking: The software should be capable of initiating restocking orders automatically when inventory reaches a certain level. Ideal Skills and Experience: - Proficient in software development with a focus on inventory management systems. - Experience with CRM and sales tracking tools is a plus. - Excellent understanding of both physical and digital product inventory management. - Ability to design user-friendly interfaces with real-time data processing capabilities. Looking forward to seeing ...

... - Excellent communication and relationship-building skills. - Senior-level experience with a deep understanding of sales strategies and market dynamics. Strong understanding of OEM markets and subcontracting services. - Proven ability to develop and execute international marketing strategies. - Excellent communication, negotiation, and relationship management skills. - Proficient in MS Office, CRM tools, and digital marketing platforms. - Knowledge of export regulations, logistics, and international trade compliance. - Multilingual proficiency is a plus. Preferred Qualifications: - Experience working with international OEMs. - Familiarity with industry for fabrication, machining, casting and other mechanical requirements. ...

I am looking to create a tailored CRM system primarily aimed at small businesses. The focus of the CRM should be on simplicity, ease of use, and affordability, while still offering essential functionalities that cater to the needs of a growing small business. Ideal Skills & Experience: - Prior experience in CRM software development is highly desirable. - A strong understanding of the needs and challenges faced by small businesses. - Proficiency in user-friendly interface design. - Knowledge in integrating essential CRM functionalities like contact management, sales tracking, and lead management. - Ability to create an affordable, yet efficient CRM system.

...video creation and editing tools (e.g., Adobe Premiere, After Effects, Camtasia, or similar). • Knowledge of AI or automation tools is a plus. • Strong communication skills to explain technical concepts in a clear and engaging way. • Ability to meet tight deadlines and deliver high-quality work quickly. Preferred Skills • Experience creating videos for platforms like GoHighLevel or similar CRM tools. • Familiarity with AI-driven business solutions and their applications. • Creativity in presenting technical features in an accessible and visually appealing format. If you can do this job say “I CAN DO THiS” and let me know how you plan on to create my demo and what you need to create this (this is white label GHL) bid YOUR price H...

Job Description: We are seeking a skilled and detail-oriented Shopify Store Specialist to create or optimize a Shopify store designed for high conversions. This role requires a deep understanding of eCommerce...Analytics, Shopify reports, and heatmaps to track store performance. Provide actionable insights to improve metrics such as bounce rate, session time, and conversion rate. Third-Party App Integration: Install and configure Shopify apps to enhance functionality (e.g., email marketing, abandoned cart recovery, upselling tools). Ensure seamless integration with payment gateways, shipping providers, and CRM tools. Site Maintenance and Support: Monitor the site for technical issues and resolve them promptly. Keep the Shopify platform and all plugins updated to avoid compatibili...

We are looking for a dependable bulk SMS and MMS provider to support our business communication needs. Here’s what we’re looking for: -Daily Messaging: Ability to send large volumes of SMS and MMS messages daily. -Delivery Rates: High deliverability and reliability for both SMS and MMS. -Integration: API integration with our current CRM and systems. Please provide a scalable and efficient solution to meet our needs.

Înregistrează-te sau Conectează-te pentru a vedea detaliile.

We are looking for a skilled freelancer to help us set up and optimize our GoHighLevel account for our local detailing company. The ideal candidate will have extensive experience with GoHighLevel and be able to harness it...their service level for appointments, allowing them to easily drop down or upgrade tiers in our wash or detail programs. - Integrate GoHighLevel with our existing tools and platforms as needed. - Provide training and support on how to use GoHighLevel effectively. *Requirements - Proven experience with GoHighLevel, including setting up funnels, chatbots, and scheduling. - Strong understanding of CRM and marketing automation principles. - Excellent communication skills and ability to work independently. - Portfolio or examples of previous GoHighLevel projects is ...

A lead generation expert, also known as a lead generation specialist, finds and nurtures potential cus...Qualify leads: Assess leads based on their budget, needs, and decision-making abilities Nurture leads: Follow up with leads to convert them into buyers Manage leads: Use CRM software to organize and track leads Collaborate with sales: Work with sales and marketing teams to develop lead generation strategies Analyze data: Use data analysis to score leads and summarize findings for the sales team Skills Communication: Have strong communication skills and be able to work well with others Evaluation: Be able to assess leads and their potential to convert Data analysis: Be able to analyze data and interpret information from CRM systems Motivation: Be highly motivated and able t...

Il progetto consistete nella generazione di lead qualificati e presa appuntamenti per il mercato italiano, a supporto e potenziamento di una campagna di acquisizione clienti per servizi B2B. L'attività consiste nella gestione delle comunicazioni iniziali con i potenziali clienti, nel qualificare il lead, aggiornare le informazioni su CRM, e nel fissare appuntamenti strategici con i potenziali clienti. L’obiettivo principale è aumentare il numero di appuntamenti qualificati con decision-maker aziendali nel mercato B2B italiano.

Agregar funcionalidad a CRM Open Source "espoCRM" *Posibilidad de crear múltiples canales de venta/ funnel / embudos *generar métricas a partir del canal *poder asignar grupos o usuarios a uno o mas canales *poder asignar una meta a un grupo y poder ver el avance de esa meta, todo este dependiendo de su gestión en un pipeline en el tiempo *poder asignar una meta a un usuario, todo este dependiendo de su gestión en un pipeline en el tiempo *poder asignar metas a usuarios y grupos por pipeline para revisar en el tiempo

I need an expert to integrate an AI Voice Assistant into my CRM. The assistant will connect Google Speech to Text and use ChatGPT for generating replies. The assistant will be making calls via Plivo. The project involves multiple payment stages. I have an existing module for managing SMS in my CRM, linked with Plivo, which can be leveraged for this project. Key Responsibilities: - Use of existing assets to minimize work on API - Following a provided guide for the assistant's workflow - Embedding the assistant as a module in my CRM using a pre-built API Ideal Skills: - Strong understanding of AI integrations - Proficiency in CRM systems and Plivo - Experience with ChatGPT - Ability to follow detailed guide rules Please feel free to ask me any questions t...

...need help integrating these systems to work seamlessly, primarily using Zapier to connect the tools. 1. Landing Page (Strikingly) Current Status: Landing page is live but it is not connected to GHL Need: Integrate form submissions directly into the CRM (Go High Level). 2. CRM (Go High Level) Current Status: CRM is set up but there are no pipelines for Borrowers, Capital Partners, and Investors. Automations for email and text campaigns need to be set up. Need: Ensure form data (from Strikingly and social media) flows automatically into the CRM and is assigned to the correct pipeline. 3. Design and Branding (Canva) Current Status: Canva is already being used to create branded marketing materials, newsletters, and reports. Need: Organize Canva files into Goog...

...Front-end Developer to assist in building a website with a CRM focus. The primary features of this CRM will include contact management and customer service. Key Responsibilities: - Collaborate with our team to design and implement user-friendly front-end components. - Ensure the website is optimized for performance and scalability. - Incorporate elements of customer service into the CRM interface. Ideal Skills: - Proficiency in HTML, CSS, JavaScript and relevant front-end frameworks. - Previous experience in developing CRM websites. - Strong understanding of customer service interface design. - Good English Communication. We are looking for a developer who can turn our vision into a functional, efficient and visually appealing CRM website. Your ex...

I'm looking to develop a GPT-based chatbot for our website with a primary focus on sales and lead generation. This intelligent bo...Coordinating prospective client meetings seamlessly. - Providing product recommendations: Suggesting suitable products based on user interactions. As for integrations, I'm not sure what's best, so I'm open to your expert recommendations. However, key systems may include CRM platforms, email marketing tools, and potentially social media platforms. Ideal candidates for this project should have experience in: - Developing and deploying chatbots, particularly using GPT technology. - Sales and lead generation strategies. - Familiarity with CRM systems and email marketing tools. A creative approach to enhancing our sales process...

I need a skilled WordPress developer ...website. Key Responsibilities: - Front-End Development: Convert the provided design mockups into a live website. - Integration: Set up the necessary interactive components such as contact forms and CRM integration. - Responsiveness: The site must be visually perfect and function well on all devices - desktop, tablet, and mobile. - Testing: Conduct comprehensive testing to ensure the site is bug-free, loads efficiently, and operates smoothly. The ideal candidate should have extensive experience with WordPress development, front-end coding, and ensuring cross-device responsiveness. Knowledge in CRM integration and interactive web elements is highly appreciated. Please note that this project will involve working closely with pre-existing...

I have built the bones of a new CRM that specifically analyzes social media platforms to collect data on a list of known contacts. I have used to create the app, but several things are not working properly. I would like to find a programmer that can take the code that I have already created and help me turn it into a saleable app.

...am offering fix rate but if things go well we can offer hourly rate for next step. Current focus 1- CRM Platform for HVAC 2- Digital Marketing strategy 3- Lead Generation strategy Project Description: We are seeking an experienced Lead Generation and CRM Specialist to help us shortlist the best HVAC CRM solutions, develop a comprehensive marketing strategy, and streamline customer data management and field appointment bookings. The ideal candidate will have expertise with platforms like Housecall Pro, Simpro, and other HVAC-specific tools, along with a proven track record of lead generation in the service industry. Project Scope: CRM Shortlisting: Research and compare HVAC CRM systems such as Housecall Pro, Simpro, ServiceTitan, and others....

...development) based on Gong call recordings between CEO and speaker - Webinar distribution coordination with speaker, speaker marketing team if applicable and our own marketing team - Webinar production, sending email reminders, operating webinar platform, managing speakers, slides, polls and Q&A - Reporting and closeout, sending thank you gift to speaker and ensuring leads are synchronized in CRM Field events: - Request quote/options with selected 3rd party event organizer (handled by partnership team for tech partners) for exhibiting and/or speaking - Negotiate fees and/or event platform partnership and other sponsorship items - Design booth banners and advertisements and submit exhibitor profile to organizer - Coordinate speaking content, title, synopsis with CEO and ...

...Fields for the user to input their name and phone number. Submission A "Get Quote" button that: Validates user inputs. Displays a confirmation message upon successful submission. Sends the data to a specified email address or backend system. Responsive Design Ensure the form is mobile-friendly and adapts to various screen sizes. Integration Option to integrate the form with: Email notifications. CRM software (if applicable). Google Analytics for tracking form submissions. Design Guidelines Style: Match the design style of All My Sons Moving with: A clean, professional look. Color scheme: Blue, white, and accents of gray. Font styles similar to the existing website. User Experience: Smooth transitions between steps. Simple, intuitive interface. Functional Requirements...

I'm seeking a professional with experience in creating compelling pitch decks to help secure funding for my CRM startup. The target audience for this presentation will primarily be angel investors. Key Sections: - Problem and Solution: Clearly articulate the problem we are addressing and how our CRM solution provides a viable solution. - Market Analysis: Provide a comprehensive overview of the market landscape, our position within it, and potential growth opportunities. - Financial Projections: Present our financial outlook and projections in a convincing manner. In addition, the presentation should include a complete analysis and summary of compelling reasons for potential investors to consider investing in us. Ideal Skills and Experience: - Proven experience in cr...

...(report's graphics not required for current project. They are optimal). List of Topics for the Report: 1. Executive summary. 2. Critical Raw Materials Overview 3. Outlook Per Critical Material Raw (Material-specific trends, challenges, and advancements: copper, lithium, nickel, cobalt, graphite, rare earth elements). 4. CRM Solutions Framework (innovations in urban mining, biomining, advanced recycling technologies, and precision mining techniques. Emerging technologies for improving CRM recovery and sustainability). 5. Substitute materials for critical raw materials. 6. Legislation Landscape and Government Support. 7. Mining Industry Overview (state of the market, trends, investor outlook, etc.). 8. Technological Advancements in Mining. 9. Overview of Corporate Act...

I'm looking for a professional web designer to design a brand new landing page. The main purpose of this is to boost our lead generation efforts and make it more appealing to individual investors. Key Requirements: -...landing page should include fields for data capture: name, email address, phone number and investment amount. - A 'book a call' call to action is mandatory. I will provide the final logo and copy to be used. The landing page needs to be built in WordPress and seamlessly linked to our HubSpot CRM. Ideal Skills and Experience: - Proven experience in web design, particularly with WordPress. - Prior work with lead generation focused landing pages. - Proficient in integrating WordPress with HubSpot CRM. - Understanding of designing for...

...efficiency and reduce human error. Data Import/Export: Proficient in importing and exporting data from/to various platforms, ensuring smooth transitions across systems. 3. Technology Proficiency Microsoft Office Suite: Advanced knowledge of Microsoft Excel, Word, and PowerPoint. Google Workspace: Proficient in Google Sheets, Docs, Drive, and other related tools. CRM and ERP Systems: Familiar with customer relationship management (CRM) tools like Salesforce and Zoho, as well as enterprise resource planning (ERP) software. Optical Character Recognition (OCR): Expertise in using OCR tools for converting scanned documents into editable text. Data Analytics: Basic knowledge of data analysis tools like Google Analytics and Excel for deriving insights from structured data. 4. Ind...

I'm wanting to create a modern and interactive real estate app, similar to Zillow, but tailored for the Iraqi market. This project involves: - CRM Integration: Essential for managing customer relationships and tracking interactions. - Comprehensive Market Analysis Tools: The site should offer real-time data updates, historical property trends, and comparative market analysis. - User Interface: The site must feature interactive maps and listings, user-friendly navigation, quick search functionality and property comparison tool. Key components of the project include: - Implementing 3D real estate tours. - Utilizing MLS technology for the first time in Iraq. - Incorporating a translation tool, light change tool, and a robust search engine. - Ensuring excellent device emulation,...

I'm looking for a freelancer who can help me automate my marketing and social media management workflows using integration tools like N8n and the CRM MAUTIC. Key Tasks: - Automate social media postings and interactions on Facebook, Instagram, and LinkedIn. - Streamline marketing workflows to enhance efficiency and engagement. Ideal Skills: - Proficient with N8n and MAUTIC - Experience with Facebook, Instagram, and LinkedIn automation - Strong understanding of marketing and social media strategies - Familiarity with lead generation and customer support automation With your help, I aim to improve my online presence while reducing the time and effort spent on these tasks. Looking forward to your bids.

I'm seeking a skilled developer to create a tailor-made CRM system with a primary focus on sales tracking. Key Features: - Sales Tracking: The CRM should facilitate effective sales tracking. This includes crucial capabilities such as sales forecasting and lead scoring. - Customer Support: The system should integrate essential customer support features, specifically live chat integration and a knowledge base. - Whatsapp web integration: The system should be able to support multiple whatsapp web, as our services are based on multiple whatsapp numbers. Ideal Skills: - Proficiency in CRM software development - Excellent understanding of sales tracking mechanisms - Experience in integrating customer support features The successful bidder will have the opportunity t...

As a travel company, we are in need of a bespoke CRM software that will primarily focus on booking management. This software should be capable of assisting us in tracking and managing our bookings, ensuring efficient operations and excellent customer service. Key Features Needed: - Centralized Booking Management: The software should enable us to manage all our bookings in one place. - Customer Tracking: It should also have the capability to track customer interactions and feedback. In terms of sales and marketing, our primary channels include: - Email Campaigns: We regularly reach out to our customers and potential clients via email. - Social Media: We have a strong presence on various social media platforms. - Phone Sales: Our sales team also relies heavily on phone sales. There...

I'm seeking a professional to set up my Zoho One account and integrate it with my website and marketing tools including QuickBooks. Key Requirements: - Configure Zoho CRM to primarily track sales data and analytics. - Set up Zoho Campaigns for my marketing needs. - Implement contact management and customer segmentation features within Zoho CRM. Ideal Skills: - Extensive experience with Zoho One, particularly Zoho CRM and Zoho Campaigns. - Proficiency in integrating websites with CRM systems. - Familiarity with QuickBooks and its marketing capabilities. - Strong analytical skills for tracking sales data. Please provide examples of similar projects you've completed.

I'm looking for a CRM dashboard for my small company. I'm considering platforms like Hubspot, Monday, or Pipedrive, but I'm open to other options as well. The key requirement is that it should allow for custom reporting capabilities without incurring a hefty monthly software cost. I need your guidance on the appropriate platform once we've discussed my requirements. Work does not include data entry, in need of the Dashboard and Reporting shells with a limited number of scrubbed client data records for development and testing. Actual production clients will be entered by my company post release. Key Focus Areas: - Customer activity tracking - Team productivity - An interactive, insightful dashboard Given that my team has an intermediate level of technical exp...

I'm looking for a talented illustrator who can create cartoonish, iconic, minimalist characters for general drawings on my website. The color scheme for these illustrations should be muted and pastel, giving the site a soft, approachable feel. Ideal Skills and Experience: -...with a muted and pastel color scheme - Understanding of minimalist design principles - Strong communication skills for interpreting project requirements I need min 5 pieces drawing, if you like to work more, if i like, I could be paid more. Attached the some sample what i think. Creative theme ides are; - mediums with a caracter (TV, digital, ooh etc) - insight, - strategy, - brilliant ideas - CRM, CDP, marketing otomation platforms - hospitality - energy with the caracters - good place to work - good ...

...frequently used messages and quickly accessing them with the “/” command. User Tagging: Assigning labels to users’ messages. For example, labels such as “VIP Customer”, “Pending”, “Completed”. Listing by Labels: Displaying and filtering customer groups based on labels. 6. Integrations WhatsApp API Integration: Integration of official WhatsApp API or third-party APIs. CRM Integration: Automatically transfer user information to a CRM system. Webhook Support: Data transmission and integration to external applications. 7. Security and Performance User Verification: Support for two-step verification and OTP. Data Encryption: End-to-end encryption to ensure the security of user and message data. High Performance Server: Opt...

I'm in need of a professional who can assist with data entry into our Travel CRM. The data to be entered includes customer information, travel bookings, and payment details. Key responsibilities: - Manual entry of data - Importing data from external sources - Implementing automated data capture processes Additionally, the CRM will require role-based access control. The ideal freelancer for this project should have: - Proven experience with CRM data entry - A keen eye for detail to ensure data accuracy - Familiarity with travel industry data is a plus - Experience with role-based access control systems Your role will be crucial in maintaining the integrity of our CRM and facilitating our business operations.

...and business closures on a monthly basis. • This is a commission-based opportunity with no fixed targets or salary. • The role has potential to evolve into a full-time position in the near future. Key Skills & Experience Required: • Proven expertise in digital marketing, sales, and lead generation with a strong track record of consistent results. • Proficiency in Client Relationship Management (CRM), including deal closures. • A proactive and entrepreneurial mindset with a passion for driving growth and scaling businesses. What We Offer: • Access to service offering decks and other supporting materials to aid in lead generation and deal closures. • Collaborative support in closing deals when needed. • An opportunity to earn commissio...

I'm in the printing industry and I need a tailored CRM software with a comprehensive mobile application. The software should cater to multi-vendor management, job allocation to vendors based on orders, cost management, and customer-wise Profit/Loss tracking. Key Features: - Job allocation to vendors - Cost Management and Invoicing - Customer-wise Profit/Loss tracking - Comprehensive Mobile App Access Control: - The CRM should have different access levels. - Admins and customers should have access, while vendors will not. Real-Time Notifications: - The mobile app needs to send real-time notifications for all job status updates. Ideal skills for this project include software development, CRM systems, mobile app development, and experience in the printing indu...

We are looking to build a class-5 contact centre solution that will provide a unified platform for manag...The contact centre solution should support multiple communication channels, including Voice Calls, Live Chat, and Email and must be able to seamlessly support both inbound and outbound communications across these various channels. - The contact centre system will also be a part of an integrated CRM platform that includes a ticketing, case tracking and escalation functionalities. Ideal Skills: - Extensive experience in building and managing Class 5 Softswitch systems - Proficiency in building CRM and Ticketing system and/or integrating with such platforms - Prior experience in developing multi-channel contact centres - Excellent understanding of customer support syste...

...would make $600/mo. Each application takes an hour or less to manage total ($10/hr). Applications will take less time as the assistant becomes more experienced, and as the assistant takes on more applications. Once a life insurance application is submitted, the deal has already been "closed". The assistant is responsible for keeping track of the amount of applications being submitted in the CRM (go high level) Monday thru Friday. The assistant's job is to make sure the application get's approved in "underwriting" with the company. After it's approved in underwriting the assistant makes sure that the client payment has been successfully drafted, and the commission has been paid the proper amount. Once the application as been successfully m...