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2,000 marketo crm proiecte găsite
API Work for CRM
5 zile left

As discussed

$251 Average bid
$251 Oferta medie
1 oferte

I'm looking for a highly motivated and professi...Responsibilities: - Handling warm leads - Negotiating with sellers - Closing deals over the phone or via email Ideal Candidate: - Has a real estate background - Possesses strong sales and negotiation skills - Has excellent communication skills Proficient In: - CRM systems - Email marketing platforms -Popstream -Mojo dialer( or other) Please note, experience in the real estate sector is crucial. Strong sales and negotiation skills are a must, and your communication abilities will be key in dealing with sellers. Proficiency in CRM systems and email marketing platforms is required, while experience with spreadsheets is not necessary for this role. Compensation: Compensation will be commission-based with potential bonuses...

$9538 Average bid
$9538 Oferta medie
33 oferte

...candidate will be responsible for implementing sales tracking in Zoho CRM tailored to our needs, as well as tracking key performance indicators (KPIs) across our 5-person team. This role will also focus on promoting better communication practices and capturing key insights to drive business growth. Key Responsibilities: - Implement sales tracking in Zoho CRM, with a focus on sales forecasting, custom reports and real-time dashboards. - Track key performance indicators (KPIs) including sales revenue, customer acquisition cost, and lead management. - Promote better communication practices within the team. Ideal Skills and Experience: - Strong analytical mindset. - Excellent communication skills. - Experience with Zoho CRM. - Ability to work collaboratively with our...

$21 / hr Average bid
Recomandat Urgent
$21 / hr Oferta medie
22 oferte

...related to air ambulance, emergency medical services, or hospital systems. Strong network of contacts within the East Coast healthcare market. Excellent communication, negotiation, and presentation skills. Self-motivated, results-oriented, and able to work independently with minimal supervision. Strong understanding of the healthcare reimbursement landscape and insurance processes. Proficiency in CRM software and Microsoft Office Suite. Ability to travel within the assigned territory as needed. Valid driver's license and reliable transportation. Existing relationships with relevant referral sources on the East Coast is a significant plus. Compensation: This is a 1099 contract position offering a base pay of up to $5,000 per month, plus a competitive commission based on the v...

$52 / hr Average bid
$52 / hr Oferta medie
4 oferte

I am seeking a seasoned developer with extensive knowledge in and to build a robust CRM system for me. This system should encompass both frontend and backend development. Key Functionalities: - Lead and opportunity management - Customer interaction tracking - Scheduling Zoom meetings - Interfacing with Trello - Sending emails and WhatsApp messages - Invoice generation and management - Integration with Google Docs and Sheets Third-Party Integrations: - Zoom - Trello - Quickbooks - SendGrid - Wati - Google Sheets and Docs User Roles: - Administrators - Sales Representatives Ideal Candidate: - Over 5 years of experience in and - Deep understanding of micro-services architecture - Proficient in integrating with various third-party platforms - At least 3 years

$1746 Average bid
$1746 Oferta medie
59 oferte

My venture is at a crucial stage where its technical implementation needs to be refined, primarily focusing on creating a comprehensive web-based platform. This platform will serve as a CRM and Revenue Tracking system. Key Responsibilities: - Develop a robust web-based CRM system - Implement a comprehensive revenue tracking mechanism Ideal Skills: - Strong expertise in web development - Proven experience in building CRM systems - Knowledge in creating revenue tracking software This is not just a project but a long-term opportunity with salary and equity options. Your contribution will shape the future of this venture.

$1074 Average bid
$1074 Oferta medie
81 oferte

This will be for the zoho cliq section last two projects at the end of word document, and and first general projects in CRM, here is a video explaining this section

$450 Average bid
$450 Oferta medie
1 oferte

Sales Commision $200 $250 Quality control and changes needed for overall project. Here is explaining it all

$450 Average bid
$450 Oferta medie
1 oferte
General Reports
4 zile left

Zoho Desk, Zoho CRM, Zoho Books, Justcall, notes in this video

$600 Average bid
$600 Oferta medie
1 oferte

We're is seeking an experienced Digital Sourcer to help us identify and onboard User-Generated Content (UGC) creators from several European co...or freelancers, preferably in the UGC space. Exceptional skills in advanced Google search queries (e.g., site:, exact match, Boolean operators). Familiarity with European markets and the UGC/influencer industry. Strong organizational skills and attention to detail. Excellent written and verbal communication skills in English (additional European languages are a plus). Experience with tools like CRM systems, project management platforms, and social media analytics tools is an advantage. Preferred Qualities: Proactive and results-driven attitude. Passion for digital content creation and trends. Ability to handle high-volume sourcing tas...

$1 - $5 / hr
$1 - $5 / hr
0 oferte
Digital Sourcer for UGC creators
1 zi left
Cont confirmat

We're is seeking an experienced Digital Sourcer to help us identify and onboard User-Generated Content (UGC) creators from several European co...or freelancers, preferably in the UGC space. Exceptional skills in advanced Google search queries (e.g., site:, exact match, Boolean operators). Familiarity with European markets and the UGC/influencer industry. Strong organizational skills and attention to detail. Excellent written and verbal communication skills in English (additional European languages are a plus). Experience with tools like CRM systems, project management platforms, and social media analytics tools is an advantage. Preferred Qualities: Proactive and results-driven attitude. Passion for digital content creation and trends. Ability to handle high-volume sourcing tas...

$3 / hr Average bid
$3 / hr Oferta medie
10 oferte
Custom Bookkeeping CRM Development
1 zi left
Cont confirmat

I'm in need of an expert developer to create a tailored CRM system, akin to "Mijn Kantoor," specifically for the bookkeeping industry. Key Features: - Secure client logins - Document upload capabilities (e.g. purchase invoices) - Comprehensive invoice management - Detailed expense tracking - In-depth financial reporting - Clear overview of client documents The CRM will be hosted on my VPS. It must be user-friendly, secure, and efficient. User Roles: - Admin: Oversee system and user activity - Accountant: Manage financial data and reporting - Client: Access and upload necessary documents Ideal Candidate: - Proven experience in CRM or similar systems development - Strong portfolio demonstrating past projects - Competitive pricing - Excellent understan...

$31 Average bid
$31 Oferta medie
22 oferte

I'm looking for a seasoned developer to create an interactive e-waste recycling impact calculator on our Joomla website. Key Features: - User Input: The calculator should allow users to specify the type of e-waste, the weight/quantity, and their location. - Interactive Elements: It sho...effective - Geared towards SEO - Potentially a webapp hosted on the same domain as our website or accessed through our website The calculator shoud: • Be user friendly • Generate leads through environmental impact reporting • Support your clients' ESG initiatives • Integrate with your existing platform • Custom lead capture form • Automated PDF report generation • Social sharing capabilities • CRM integration options I can provide a spreadsheet wi...

$2181 Average bid
$2181 Oferta medie
217 oferte

I am looking to update my CRM database with a couple simple excel tasks in a macro. See tabs in excel sheet as I download these when needed, and upload the new DataBase values when needed. • Household Id is unique to a household • Id is unique to a person. • You can have many people in a household 1st Task: I would like to update “Manual Household Last Note” in the Last Note Report Excel Tab to the most recent date from any of the people inside a household associated with their Household Id. Place in same date format. – Purpose: this will show me recent activity of anyone in the house when I run my report from my CRM. I would like to make this in an excel macro that I can use again in a few months. Report which ones were changed in a tex...

$33 / hr Average bid
$33 / hr Oferta medie
69 oferte

We have a desktop CRM software that manages repair jobs (repairs). And issue invoices for these repair jobs, to bill the customer. Right now, when we issue an invoice for a customer, we generate a pdf of the invoice and we email it to the customer with some plain text. Requirement: We would like to be able to use the WebAPI to generate a PayPal payment link so we can include it to our email, so the customer can pay it in his convenient time. Attention: Because our desktop program is purchased by many different companies and those different companies they use it to their business, we have a settings page in the desktop program, so each company that purchase and use the software can save their own (Paypal API details like client id and client secret keys). We also have a unique compa...

$35 / hr Average bid
$35 / hr Oferta medie
61 oferte

I'm on the lookout for a dedicated Inside Sales Representative with a strong footing in the Technology industry. Your ...opportunities. Key Responsibilities: - Cold calling potential clients: Your main task will be to identify and contact potential technology clients to drive business growth. Ideal Skills: - Proven experience as an Inside Sales Representative, specifically within the Technology sector. - Excellent communication and persuasion skills, with a knack for identifying potential leads. - Proficient in using CRM software and MS Office Suite. - Able to work independently and as part of a team. Experience: - Prior experience in a tech-focused sales role is highly desirable. If you're ready to take on this challenge and contribute to our team's success, I...

$138 Average bid
$138 Oferta medie
15 oferte

I am looking for a very professional Linkedin background image which I can use on my personal profile page. According to Linkedin the recommended dimensions are 1584 pixels wide by 396 pixels tall. My job is split in half. One one side I am a Project Manager / Product owner for Website development, Microsoft Dynamics 365 CRM and Learning Management System. On the other hand I am an Online Marketing Manager with knowledge of: SEA, SEO, Web Analytics, Usability, Marketing automation, Affiliate marketing, Content marketing, Customer Data Platform and Data analysis. I would like to have both halves represented in the background image. Maybe on the project management side there can be a network of noded incorporated and one the online marketing side a graphic. On the other hand I am n...

$26 Average bid
Garantat

I'm looking for a seasoned CRM specialist to develop and execute custom solutions for my accounting and taxation services company, specifically utilizing HubSpot. Key Responsibilities: - Design a tailored HubSpot CRM system that caters to the specific needs of an accounting and taxation services company. - Implement client management features to streamline our customer interactions. - Integrate automated billing capabilities to enhance our operational efficiency. - Assist in building a website as part of the CRM setup. Ideal Candidate: - Extensive experience with HubSpot CRM. - Proven track record in designing CRM systems for accounting and taxation services. - Skills in web development. - Excellent understanding of client management and automated...

$287 Average bid
$287 Oferta medie
17 oferte

...provided leads. Effectively pitch the unique value of the event to high-net-worth individuals and travel enthusiasts. Handle objections, answer questions, and provide detailed information about the festival. Maintain records of calls and interactions in our CRM system. Meet or exceed daily/weekly sales targets. Qualifications: Fluent or Native English Speaker (mandatory). Sales Experience: Minimum of 2 years in cold calling or a related role. Strong communication and persuasion skills. Professional and confident phone demeanor. Experience with CRM tools is a plus. Compensation: Base Rate: Competitive hourly rate (based on experience). Commission: Bonus structure for hitting ticket sales targets. Work Environment: Flexible hours, remote position. Weekly progress check-ins v...

$5 / hr Average bid
$5 / hr Oferta medie
18 oferte

I'm excited to present a lucrative franchise opportunity with...you will leverage state-of-the-art business tools and ERP systems that empower businesses to grow, streamline processes, and enhance profitability. Key Aspects of the Opportunity: - Access to cutting-edge technology and business solutions - Comprehensive marketing support to boost your franchise visibility and reach - Utilization of advanced ERP software with features for inventory management, CRM, and financial reporting Ideal Skills and Experience: - Passion for entrepreneurship and technology - Previous experience in franchise management or marketing would be advantageous - Strong understanding of ERP software and its applications in business Embark on your entrepreneurial journey today with ProfitPowerB and ...

$10 / hr Average bid
$10 / hr Oferta medie
3 oferte

I'm seeking a professional with extensive knowledge of NetSuite, specifically in CRM and Sales Processes, to conduct live online training sessions. The training is for a beginner level user, so a patient and clear teaching style is essential. Key Requirements: - In-depth knowledge of NetSuite, particularly CRM and Sales Processes - Experience conducting live online training sessions - Ability to explain concepts clearly and patiently to a beginner - Flexible to schedule sessions at convenient times Ideal Skills: - Proficiency in NetSuite - Previous experience in teaching or training - Strong communication skills - Patience and understanding

$31 / hr Average bid
$31 / hr Oferta medie
10 oferte

A web-based Customer Record Lookup tool our staff to use, could be built on a CRM platform, but is very simple. The application consists of two main interfaces: Admin Interface: - User management functionality (add/edit/delete users) - CSV file upload for customer record updates, replacing existing data User Interface: - Secure login system - Spreadsheet (table) style display of customer data - Search functionality by: account number, last name, or service address (partial or full matches) Style: - Professional, streamlined interface with a focus on readability - Color-coded search results for quick identification - Design with optimized layouts for desktop / laptop use Files Provided 'Customer ' - This is the export from our ERP. - File will be uploaded to the app yo...

$171 Average bid
$171 Oferta medie
54 oferte

...professional VA agency seeking a skilled and dedicated Virtual Assistant to join our team. This is a full-time role supporting a New York-based real estate company Key Responsibilities: - Manage and optimize Hubspot CRM - Oversee and create content for all major social media platforms (Facebook, Instagram, LinkedIn, Twitter) - Cold call to generate leads and follow up with prospects professionally - Design graphics using Canva for social media posts, email marketing banners, and brochures and flyers Requirements: - Fluent in English (both spoken and written) - Proven experience with Hubspot CRM - Strong social media management skills across major platforms - Confident and professional demeanor for cold calling - Proficient in Canva or similar graphic design tools Famili...

$744 Average bid
$744 Oferta medie
48 oferte
Comprehensive Software Solution
19 ore left
Cont confirmat

...Property Management Real-Time Property Updates: Automatic property availability updates synced across platforms. Virtual reality (VR) property tours instantly accessible and shareable. Reservation and Sales Tracking: Tools for property reservations and app-based sales tracking. Open Home Features: Streamlined client check-ins, mobile brochures, and visitor follow-ups. 3. CRM and Customer Engagement Built-in CRM Tools: Manage leads, client profiles, and interactions in real-time. Tools for agent commissions, trust accounting, and compliance. Customer Journey Mapping: Vendor real-time feedback, surveys, and Net Promoter Score tracking. Campaign Reporting: Vendor Campaign Reports and live analytics to improve transparency and communication. 4. Marketing Au...

$10088 Average bid
$10088 Oferta medie
103 oferte

I'm looking for an AI developer who can build an intelligent agent that will make sales calls for me from my Zoho CRM system. This AI should be capable of performing a number of tasks during these calls, including qualifying leads, pitching products or services, and collecting customer information. Ideal skills and experience for the job include: - Deep understanding and experience with AI development - Proficiency in creating software that integrates with Zoho CRM - Experience with developing AI for sales purposes - Ability to create AI that can qualify leads, pitch products and gather customer information

$517 Average bid
$517 Oferta medie
76 oferte
Consultor Power Platform - Sharepoint
15 ore left
Cont confirmat

Despacho de Abogados busca consultor en el Entorno de Office 365 para desarrollo de soluciones empresariales mediante el uso de Sharepoint y Power Platform de cara a automatizar los principales procesos de la Empresa (CRM, Gestión Documental, Uso de Plantillas, Comunicación con el Cliente). Buscamos personas de habla hispana y con contrastada experiencia en el desarrollo de este tipo de soluciones. Conocomientos en CRM como Dynamics 365 sería un plus. Proyecto de largo plazo, se necesita a alguien con plena disponibilidad e incorporación inmediata.

$25 / hr Average bid
$25 / hr Oferta medie
14 oferte

...using Web SDK’s () or UI automation Windows 11 VDS Environment Chrome, Node/Python setup Windows Task Scheduler or other orchestration Logging and retry logic if errors occur Unattended Operation (365 days) Orchestration (CRON-like scheduling, pm2, etc.) Exception handling (Zoom login errors, network issues) Logging/monitoring (email alerts, Slack messages, etc.) (Optional) AI or CRM Integration If advanced chat response (AI) or marketing automation is relevant Not mandatory, but beneficial for future expansions Additional Details Deadline: Within 3 days for an initial proof-of-concept (if feasible). A fully stable solution may take longer. Budget: Starting at $1000+ Policy Note: The solution must comply with Zoom’s terms, focusing on legitimate user sessions ...

$2254 Average bid
$2254 Oferta medie
11 oferte

...experienced Odoo professional to deploy an Odoo 18 community application on my Linux server hosted on Railway. This project involves making minor adjustments to the layout, specifically changing the color scheme and adding/removing specific sections. Additionally, the freelancer will need to ensure the application is fully operational with all standard modules, including Accounting, Inventory, and CRM. The ideal candidate should: - Have a proven track record with Odoo installations and customizations. - Be proficient in Linux server management. - Have skills in UI/UX to assist with layout adjustments. - Be able to explain technical processes in a clear and comprehensible manner. Please note, this isn't just a deployment task; I need someone who can help me understand the p...

$176 Average bid
$176 Oferta medie
63 oferte

...Customer Relationship Management Description: This course provides an in-depth exploration of how AI can revolutionize customer relationship management (CRM) by creating personalized, data-driven customer experiences. Participants will learn to use AI tools for customer segmentation, sentiment analysis, and predictive modeling to enhance customer retention strategies. The program also demonstrates how AI-powered chatbots, virtual assistants, and automated workflows can improve customer satisfaction by providing faster and more accurate service. Real-world case studies and hands-on exercises will showcase how AI tools integrate with existing CRM platforms, allowing staff to engage customers proactively and foster long-term loyalty. By the end of this training, participants ...

$602 Average bid
$602 Oferta medie
29 oferte

...outreach, interactions, and follow-ups using our CRM system. - Exhibit resilience and persistence in the face of rejection, turning feedback into opportunities for improvement. - Leverage the founders’ personal brand and company case studies to build credibility and rapport with potential clients. What We’re Looking For: - Proven experience in appointment setting, telemarketing, or sales (experience with commission-based roles is a plus). - Exceptional verbal and written communication skills with the ability to connect with people over the phone and in written formats. - Self-motivated and disciplined with a strong work ethic. - Results-oriented mindset and the ability to handle objections and rejection professionally. - Familiarity with CRM systems and other ...

$50 Average bid
$50 Oferta medie
5 oferte
Automate Real-Time Lead Sync to ZOHO
10 ore left
Cont confirmat

I'm looking for a professional to set up a real-time synchronization system for leads from Idealista and Fotocasa to my ZOHO CRM. Key Requirements: - The automation needs to capture and synchronize contact information, property details, and the lead source in real-time. - A notification system that alerts me via email whenever a new lead comes in. Ideal Skills: - Experience with ZOHO CRM and automation tools. - Knowledge of real estate platforms like Idealista and Fotocasa. - Strong understanding of data synchronization and CRM management.

$51 Average bid
$51 Oferta medie
26 oferte

...experienced professional to set up my Podio CRM primarily for secure storage and management of confidential customer information. Key Responsibilities: 1. Design a CRM structure within Podio that focuses on keeping customer information confidential and secure. 2. Implement features for managing personal identification details, payment information, and business interactions. 3. Ensure the system can securely handle proof of ID, proof of funds, and proof of address. 4. After it has been created, I want a zoom call showing me how to use the system Ideal Skills: - Extensive experience with Podio CRM - Strong understanding of data security measures - Background in customer support systems Your objective will be to create a user-friendly, secure Podio CRM that ...

$165 Average bid
$165 Oferta medie
41 oferte

CRM Updates

$30 / hr Average bid
$30 / hr Oferta medie
1 oferte

I'm looking for a professional telemarketer to help with calling new leads for sales purposes. Ideal Skills: - Excellent communication and persuasion skills - Experience in sales - Ability to handle warm leads that have submitted more information - Knowledge in CRM software Your role will involve: - Calling potential customers - Objection handling questions - Closing sales Please note that the information to be gathered from the new leads is primarily their interest in our products/services. While we may not focus on collecting contact information or determining their preferred communication method, these aspects may come into play. Your ability to manage these scenarios could give you an edge.

$45 / hr Average bid
$45 / hr Oferta medie
21 oferte

Automation & CRM Specialist for Email & SMS Campaigns in Brevo Job Description: We are looking for an experienced automation and CRM specialist to streamline our lead management process using Brevo (Sendinblue), Zapier, and HubSpot CRM. The project includes automating email and SMS follow-ups, tracking engagement, and segmenting leads efficiently. Project Scope: -Lead Management Automation -Email & SMS Automation -Lead Scoring & Segmentation -Tracking & Reporting Ideal Candidate: -Strong experience with Brevo, Zapier, and HubSpot CRM. -Expertise in email & SMS automation workflows. -Ability to set up tracking for engagement & reporting. -Prior experience in real estate or investment-related campaigns is a plus. How to Apply: ...

$129 Average bid
$129 Oferta medie
24 oferte
vTiger 7.x CSV Import Troubleshooting
6 ore left
Cont confirmat

I need a vTiger expert to troubleshoot my new installation. I am facing a few issues related to importing leads from a CSV file. Key Issues: - Leads imported are not appearing in the expected Lists, but only in the 'All' category. - Custom fields that ...being recognized or showing in the lead imports. I am using vTiger 7.x and importing leads via CSV files created in spreadsheet software like Excel. Ideal skills for this job include: - Extensive experience with vTiger, specifically version 7.x. - Proficiency in working with CSV files and understanding their importation into CRM systems. - Ability to troubleshoot and resolve technical issues effectively. - Knowledge in setting up and working with custom fields in CRM systems. I look forward to your assistance...

$55 Average bid
$55 Oferta medie
16 oferte

I'm seeking a seasoned professional with expertise in customizing Bitrix24 for a real estate brokerage. The CRM should integrate with prominent listing portals including Property Finder, Bayut, and Dubizzle. Key CRM Functionality: - Lead Management: The system should automatically assign leads to agents. - Automated Follow-Ups: Built-in reminders and follow-ups for leads. - Property Listings Management: Seamless integration and management of property listings. Ideal Skills and Experience: - Proven experience with Bitrix24 customization. - Familiarity with Dubai's real estate market and its listing portals. - Excellent understanding of CRM functionalities, particularly in lead management.

$1315 Average bid
$1315 Oferta medie
70 oferte
AI-Driven CRM Bot for Kommo
2 ore left
Cont confirmat

...for a skilled professional with experience in AI and CRM systems to create a bot for my Kommo CRM. Key Features: - The bot should primarily function to answer frequently asked questions from clients. - It should be equipped with Natural Language Processing capabilities to understand and respond to messages in a human-like manner. - The bot needs to be knowledgeable about the product details of my business to provide accurate information to clients. - It should be able to respond instantly to client messages, ensuring no delay in communication. - The bot should also have the capacity to move clients between different sales funnels based on their interactions. Ideal Skills and Experience: - Proven experience in developing AI bots for CRM systems, particularly Kommo...

$194 Average bid
$194 Oferta medie
20 oferte

Amas la indumentaria y sus modas. Te fascina el diseño. Eres excelente comunicándote y vendiendo, empatizas y buscas solucionar cualquier problema y consulta del cliente. Tienes experiencia en CRM y eres capaz de gestionar una cartera de clientes diversa y amplia. Tu lengua es el español nativo y compartes la cultura iberoamericana. Si cumples con todo ello, este trabajo te está esperando!

$10 / hr Average bid
$10 / hr Oferta medie
41 oferte

Si eres realmente excelente en el arte de vender, tienes un manejo de la lengua amplio y diverso, eres extrovertida/o y amas la moda, los diseños y las tendencias en indumentaria, este trabajo es para ti. Deberás manejar y hacer crecer la cartera de clientes, por lo que será altamente valorado tu experiencia con CRM, y la gestión de clientes en general. Aguardamos tu postulación!

$10 / hr Average bid
$10 / hr Oferta medie
17 oferte

...ampliación de funcionalidades. Tareas principales: - Migrar contenido existente a una plantilla WordPress previamente seleccionada - Implementar diseño responsive utilizando WordPress Pro - Integrar funcionalidades clave: academia online, tienda, blog, testimonios, formularios - Configurar CRM para gestión de clientes y ventas Requisitos técnicos: - Plantilla adaptable y autogestionable - Integración de academia para cursos online - Tienda enlazada con la academia para venta de productos y servicios - Sistema CRM para registro de clientes y compras - Migración completa de contenido actual (artículos, productos, servicios) - Integración con redes sociales - Optimización para velocidad y usabilidad PROCESO DE ...

$208 Average bid
$208 Oferta medie
66 oferte

I'm in need of a robust CRM system tailored for a powersports dealership. This system, built on Python and Django, will serve to handle everything from customer management to inventory control and deal tracking. We like the Django-Berry theme, but are open to other options. Key Features: - Customer Management: The CRM must efficiently manage customer information. It should have a searchable history and notes option, automated follow-up reminders before and after sales, and deal summaries enriched with AI insights. - Deal management: We need to track the progress of a deal, including follow up communications, in store progress, and deal structure. Several paper documents need to be produced and printed on demand. - Communication Monitoring: All interactions with custom...

$4378 Average bid
$4378 Oferta medie
111 oferte

utilizamos el crm de odoo en tienda fisica. a la hora de dar de alta a un nuevo cliente desde el pos, necesitamos que este firme la ley de protección de datos desde una tableta. Crear una plantilla de firma: Accede a Firma Electrónica > Plantillas > Crear. Configura: Nombre: "Consentimiento de Protección de Datos". Documento: Carga un archivo PDF con el texto del consentimiento. Campos de firma: Define dónde los clientes deben firmar. Personalizar el formulario de clientes para solicitar la firma: Odoo Studio: Abre el formulario de Contactos. Añade un botón llamado "Solicitar Firma". Configura la acción del botón para generar una solicitud de firma usando la plantilla creada. Automatizar el env&iacu...

$27 Average bid
$27 Oferta medie
6 oferte

...provide timely responses. * Prepare marketing materials and company communications. Skills and Qualifications * Good communication and writing skills, with the ability to convey information clearly and concisely. * Proven experience in mortgage advising, banking, or a related sales /operations environment. * Strong organizational skills with meticulous attention to detail. * Proficiency in using CRM software and office applications (e.g., MS Office, Excel). * Bachelor’s degree in Finance, Business Administration, or a related field. * Strong networking and relationship-building skills...

$421 Average bid
$421 Oferta medie
21 oferte

I'm looking for an experienced Perfex CRM developer to extend the current calendar functionality. This project involves modifying how events are displayed, adding features for event creation, and improving connectivity with leads, clients, and employees. Key Requirements: - All events should be displayed as a block. - Public events should be identifiable by a globe symbol. - Creation of custom event types with fixed colors (e.g., site visit = red, video meeting = green, etc.) - Ability to link an event to a lead or client. - If an event is linked to a lead or client, their address should be shown in the event details. - Ability to connect an event to one or multiple employees. Ideal candidates should have: - Proven experience with Perfex CRM customization. ...

$31 - $315
Sigilat
$31 - $315
77 oferte

I need some work done. Getting a new CRM . I need insightly crm setup. I need the crm connected to my website. The CRM is insightly crm. 1. I use 3 types of categories in the CRM. Leads, Pipeline, and Customers. 2. Perfexcrm is installed on aws i need it removed. 3. Leads and Pipelines are in the same type. 4. Customers business name. Managers come and go, so Business names. 5. I have my own provided excel sheet, items in my leads and customers. 6. I have built a form for new leads. I need it to import all new leads I enter with phone form. 7. I need for all new customers to be added to customers not leads from website. 8. I need a to setup tabs, to send commands to your system. Like grade of each lead or send emails. Or other commands. 9....

$473 Average bid
$473 Oferta medie
122 oferte

I'm seeking an expert to develop a specialized CRM system tailored for the service industry. This system should efficiently manage both customer relations and work schedules. Key Features: - Customer Management: The CRM should facilitate the creation and maintenance of detailed customer profiles, track interaction history, and support customer segmentation for targeted service. - Work Schedule Management: I need a robust scheduling tool that can handle employee scheduling and appointment booking. Task assignment isn't necessary for this project. Ideal Skills and Experience: - Proven experience in CRM development, preferably for service-oriented sectors. - Proficiency in creating interactive and user-friendly interfaces. - Strong understanding of customer ma...

$4487 Average bid
$4487 Oferta medie
122 oferte

...leveraging your networking skills to connect with potential customers. - Recruitment: Sourcing and vetting freelancers to join our team. Ideal Skills and Experience: - Strong Networking Skills: Your ability to connect and engage with people is crucial. - Customer Acquisition Background: A proven track record in generating leads and converting them into customers is highly desirable. - Proficiency in CRM systems and Digital Tools: Familiarity with these will help streamline the process and enhance efficiency. - Recruitment Experience: Prior experience in recruitment, especially in freelance marketplaces, will be an advantage. If you're a driven individual with a knack for networking and a passion for customer acquisition and recruitment, I'd love to hear from you. Mess...

$155 Average bid
$155 Oferta medie
17 oferte

I'm looking for a professional who can integrate Odoo CRM with our Grandstream UCM 6302 VOIP system for a small office call center. Key Responsibilities: - Integrate Odoo CRM with Grandstream UCM 6302 - Set up call logging and recording - Implement click-to-dial functionality from the CRM During the calls, I want the following information to be captured in the CRM: - Call duration and time - Customer notes and tags - Call outcome and status The ideal freelancer for this project should have: - Extensive experience with Odoo CRM - Proficient skills in VOIP integration, specifically with Grandstream UCM 6302 - Previous experience in setting up systems for call centers - Strong understanding of customer relationship management systems - Ability to im...

$200 Average bid
$200 Oferta medie
24 oferte