Crm crm jobs
...follow-up and outbound cold calls and emails • Plan, execute, and optimize multi-channel demand generation campaigns across digital, social, email, events, and other channels. • Create compelling messaging and content that resonates with target audiences. • Own and manage marketing automation platforms (e.g., Zoho, Freshsales). Maintain and expand your database of prospects, utilizing the companies CRM. • Monitor campaign performance and optimize workflows for maximum efficiency. • Analyze campaign performance, track key metrics, and provide actionable insights to improve ROI. • Regularly report on the effectiveness of demand generation efforts to stakeholders. Preferred candidate profile • Bachelor's degree in IT, Computer Science, or ...
I need 10K B2B lead generation data with target industries in Indonesia: 1. Insurance 2. Banking and Financial Services 3. Automotive 4. Telecom 5. Beauty 6. Retail and E-commerce 7. Hospitality (Hotels and Resorts) Key Tasks: 1. ldentify decision-makers (e.g., Marketing Heads, CRM Managers, Loyalty customers, Marketing Communication, customer experience) that inline with marketing and customers. 2. Focus on companies with large customer databases for potential personalization campaigns. 3. Make sure the amount of data from Jakarta is more than other areas.
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...
I'm seeking an experienced software developer to create an integrated Hotel Management Software (HMS) within the Perfex CRM. Perfex is a powerful open-source CRM with numerous integrations and plugins, and I need to extend its capabilities with comprehensive booking and HMS functionalities. Key Requirements: - Development of a Room Booking System: This should feature an online booking calendar, room availability management, and automated confirmation emails. - Guest Management: Efficient tracking and handling of guest information and interactions. - Billing and Invoicing: Seamless integration of financial transactions within the HMS. - Integration with Online Travel Agencies (OTAs): Connecting with popular OTAs for broader reach and bookings. - Compatibility with existi...
I am seeking for an expert who can assist me with HubSpot for my Shopify ecommerce store. The tasks include setting up CRM, Marketing Automation and integrating with Shopify. Specific Areas: - Marketing Automation: I need help with setting up email campaigns, lead tracking and workflow automation. - Email Campaigns: The main focus will be on setting up promotional emails. Ideal Skills: - Extensive experience with HubSpot and Shopify - Proficient in CRM setup and Marketing Automation - Expertise in email campaign management - Strong track record in workflow automation and lead tracking
...applications, such as CRM, booking systems, or calendar software, depending on your business’s specific needs. Additional Requirements: Seamless voice recognition and natural dialogue capabilities. Ability to handle complex queries or multiple steps in one interaction. Simple user interface for any necessary admin work (e.g., managing call logs or actions). Data security and privacy compliance (GDPR, etc.) if handling sensitive customer information. Ability to integrate with IVR (Interactive Voice Response) systems if necessary. Key Skills Required: Experience with voice bot development and frameworks (Google Dialogflow, Amazon Alexa, Microsoft Bot Framework, or similar). Expertise in speech recognition and natural language understanding (NLU). Familiarity with integratin...
I need a CRM software tailored for optical stores with comprehensive functionalities. Core Functionalities: - Customer Management: Manage a detailed customer database, track invoices and prescriptions. - Inventory Management: Track products, handle returns and manage pending orders. - Sales Tracking: Monitor sales trends and customer purchases. Additional Features: - Generate and print barcodes and labels. - Handle and track returns and pending orders. - Manage and create invoices. - Incorporate customer prescriptions into the system. The ideal freelancer for this project should have: - Proven experience in CRM software development. - Understanding of the operational needs of optical stores. - Strong skills in inventory and sales tracking systems. - Competency in creating ...
I'm looking for a seasoned Flutter developer to music app with some unique custom features. Full UI is done on Figma already. Phone side, tablet and PC size. Key Responsibilities: - Implement a custom feature that allows music to play with an overlay on the currently playing...Skills: - Proficient in Flutter and Flutter Flow - Experienced with Figma - Strong understanding of responsive design - Previous work on music apps highly desirable - TTS API - AI perplexity API This project requires a keen eye for detail to achieve design accuracy with the provided Figma files, as well as the ability to create a seamless, interactive user experience. (The back end payment, and CRM with super admin is done, stripe payment gate way, android developer account, and ios account is al...
...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...
I'm seeking a seasoned Zoho CRM developer. Your main tasks will be: - Extensive customization and setup of Zoho CRM to meet my specific business needs - Implementing complex customizations and coding The ideal candidate should have: - In-depth experience with advanced Zoho CRM customization - Strong coding skills - Ability to understand and translate business needs into CRM functionalities - Prior experience with creating custom modules and advanced reporting in Zoho CRM. Please provide examples of similar projects you have completed.
...professional with extensive experience in integrating websites with HubSpot CRM, specifically for a property portal in the UK. The goal of this project is to establish a seamless, custom integration that allows estate agents to sync data from our website to their CRM. Key Requirements: - Connect our portal to CRM - Enable syncing of data, specifically Properties, Valuations requests, and Emails - Match fields from the CRM with our website - Handle discrepancies in field matching - Validate estate agent subscriptions and halt actions if expired - Allow for a few tasks to be performed from CRM to our website Ideal Skills and Experience: - Proven track record of similar CRM integrations - Deep understanding of HubSpot CRM and its open API ...
...Broker (IB) module into our existing Forex CRM system. The IB module should support multi-levels and have minimal customization requirements. Please note the following: - The integration involves purchasing the source code of the IB module and incorporating it into our current CRM system. - The backend of our CRM is built in Python. - You must have a Forex CRM already working with credentials for us to navigate the IB module. - This is not a development from scratch you must have it running already to be considered. Key Responsibilities: - Source and purchase the IB module's source code. - Full integration of the IB module into our Forex CRM. - Ensure the IB module supports multi-levels. Required Skills and Experience: - Proven experience in F...
...company. This Google Sheet should effectively manage Attendance, CRM, and Work Management. Key Components: - Attendance Tracking: I need a system for daily check-in/check-out. It should be simple, intuitive, and able to provide a clear overview of employee attendance. - CRM: The CRM component should manage client contacts, track leads, and oversee our sales pipeline. It’s crucial for this part to be user-friendly yet comprehensive enough to handle our growing client base. - Work Management: This section should allow us to monitor project progress, allocate tasks, and manage deadlines effectively. Ideal Skills: - Advanced Google Sheets proficiency. - Prior experience in creating business-oriented spreadsheets. - Understanding of CRM and Work Management...
I'm in need of a Zoho integration specialist adept at connecting with UBER and similar taxi & ride-sharing platforms. This project will involve: - Integrating multiple Zoho applications: Zoho CRM, Zoho Books, and Zoho Creator with these ride-sharing platforms. - Implementing features like booking management, driver tracking, and payment processing into the Zoho system. Currently, I haven't set up any integrations in Zoho, so the entire system is a blank slate. I need someone who is not just competent, but highly knowledgeable and experienced in this field. Please only apply if you have a proven track record with such integrations.
...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...
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...
We want to implement Zoho CRM and a person to be one week working exclusive for this project. Need to do the migration from our current CRM. Adapt the site forms to go diretly to zoho crm. Prepare all rules in zoho crm. Help with customizations needed. The person must have experience in implementing on companies that provide training courses to apply the best practices. We already have zoho one and 40 licences.
I am seeking an expert in Zoho One, particularly with Zoho CRM, Zoho Books, Zoho Creator, and Zoho Flow, to finalize my project. Key Tasks: - Code Debugging: Identify and resolve bugs within the Zoho CRM, Zoho Creator, and Zoho Flow applications. - Integration Troubleshooting: Diagnose and rectify any integration problems within the platform. - Performance Optimization: Ensure the setup functions smoothly and efficiently. Ideal candidates should possess: - Extensive experience with Zoho One and its applications. - Strong coding skills for troubleshooting and debugging. - Excellent problem-solving abilities for integration issues. - A keen eye for data consistency. Please only apply if you have a proven track record in resolving similar issues within the Zoho...
Job title: Senior Oracle PPM Consultant Summary: The Oracle PPM professional is responsible for implementing, configuring, and supporting Oracle Project Portfo...Oracle Project Portfolio Management modules such as Oracle Projects, Oracle Primavera, and Oracle Financial Services Analytical Applications. •Configuration and Customization: Experience in configuring and customizing Oracle PPM applications, including setting up project structures, workflows, and reporting. •Integration Skills: Familiarity with integrating Oracle PPM with other systems (e.g., ERP, CRM) using tools like Oracle Integration Cloud or middleware solutions. •SQL and Reporting Tools: Proficiency in SQL and reporting tools like Oracle BI (Business Intelligence) for creating and managing custom repo...
Sales Representative Job Description The i...existing customers. Responsibilities 1. Achieve and exceed sales targets consistently. 2. Develop new business opportunities and maintain existing customer accounts. 3. Lead complex negotiations with senior-level executives. 4. Build strong, long-term relationships with customers to foster trust and loyalty. 5. Qualifications Experience: 2-5 years of quota-carrying sales experience. CRM Knowledge: Proficient in using CRM systems to manage leads and customer relationships. Proven Track Record: Demonstrable history of exceeding sales quotas. Communication Skills: Strong verbal and written communication abilities. Join our team and become a key player in driving our business success! The target market will primarily be small to m...
I am looking to hire a dedicated, full-time Sales Development Representative (SDR) with a strong North American background and experience in high-volume calling. You should have a proven track record ...Generating 150-200 new leads daily - Closing 2 deals - Booking 2 calls Compensation details: - Base salary: $1,000/month - On Target Earnings (OTE): $4,000 - $8,000/month depending on performance Tools: You will be using Ghl as our primary CRM software. Proficiency and experience with this tool will be highly advantageous. Ideal skills and experience: - Exceptional communication and negotiation skills - Proven experience in SDR role or similar - Ability to work in a fast-paced environment - Strong understanding of futures trading - High level of comfort with CRM software, ...
Development of a CRM screen in web flutter with connection to the services through a bloc pattern.
...website Also in zoho Create custom modules for patient management, caregivers, appointments, services, and care plans. Basically, ensuring it supports our operational processes, and streamlining the user experience for both staff and patients. So we can track the care history, treatments, or any other services the patient receives. He should be able to help integrate all the modules of the ZOHO CRM. 1. Custom Modules: Custom modules can be created to manage patients, caregivers, appointments, services, and care plans. These modules help track care history, treatments, and any other services patients receive, ensuring that all data is easily accessible. 2. Workflow Automation: Automation can be implemented for tasks like appointment scheduling, reminders, and follow-up co...
I'm in need of a CRM specifically designed for managing a call center. This system should facilitate the management of leads, sales, stock, and deliveries. Key Features: - Lead Management: The CRM should allow the tracking and managing of potential leads. - Sales Tracking: It should keep track of sales made and sales targets. - Stock Monitoring: The system should be able to monitor and manage stock levels. - User Roles: There will be two main user roles - Admin and Staff. Admins should have full access to the system while staff should have limited access. Ideal Skills and Experience: - Proficiency in CRM development. - Prior experience with call center CRM systems would be a plus. - Strong understanding of lead management, sales tracking, and stock monit...
...performance metrics. >> Earnings tracking with withdrawal options. >> Signup and conversion insights. - Define the user journey for tracking referrals and commission payouts. - Suggest data visualization techniques to simplify complex data. -------------------------- Exercise 3: CRM & Customer Support System UI Scenario: A SaaS marketplace platform requires an integrated customer support system that allows users to raise tickets, track status, and get help from the support team. Task: - Create a wireframe for a CRM ticketing system, including: >> Ticket submission form with priority levels. >> Support chat and FAQ integration. >> Status tracking for open and resolved tickets. - Map the user journey for submitting and managing support re...
Website Development for Create Curve – A Next-Level Educational Platform I am the founder of C...Diagnostic Tests → 2. Study Plans → 3. Practice Sessions → 4. Mock Tests → 5. Feedback/Improvement. 4. Technical Requirements: Mobile-First Design: Fully responsive across devices. SEO Optimized: Ensure high-ranking potential with structured data, meta tags, and blog optimization. Performance: Fast loading time (under 3 seconds). Integrations: Payment gateway for course enrollment and fee payments. CRM tools to capture and manage leads. Analytics tools (e.g., Google Analytics). 5. Future Scalability: The platform should be scalable to accommodate future needs like: AI-based personalized recommendations for students. More interactive tools (e.g., timetable plann...
...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...
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...
...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...
...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...
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
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.
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
Sales Commision $200 $250 Quality control and changes needed for overall project. Here is explaining it all
Zoho Desk, Zoho CRM, Zoho Books, Justcall, notes in this video
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...
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...
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...
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...
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...
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...
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...
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...
...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...
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 ...
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
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...
...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...
...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...
