Web based crm excel export jobs
I'm urgently seeking an expert raw PHP developer for a 2-months project. The developer is ...optimization. The new features to be added include: - Customizable reports. The level of customization for the reports includes: - User-defined filters - Customizable layouts - Export options (PDF, Excel) Ideal candidates should have: - Extensive experience in raw PHP - Proven track record in developing reporting panels - Ability to work under pressure and meet deadlines - Excellent problem-solving skills for bug fixing and performance optimization - Experience in implementing new features in a timely manner - Skills in developing customizable reports - Familiarity with creating user-defined filters, customizable layouts, and export options Freelancers who are able to ...
I am looking for a skilled Virtual Assistant who can h...outbound calls. Key Responsibilities: - Making outbound calls to potential leads within the real estate industry - Qualifying leads based on pre-defined criteria - Updating our CRM system with call outcomes and relevant information - Using a combination of existing scripts and creating new ones as necessary Ideal Skills and Experience: - Excellent communication skills with a neutral accent - Prior experience in lead generation or sales, preferably in the real estate industry - Proficiency in CRM systems - Ability to create engaging scripts for cold calling - Highly reliable with a quiet workspace and a stable internet connection NOTE: This is a commission-based pay. If you are not okay with that please...
I need an expert in Python and server management to rehost my existing API-based Python website on a VPS server. Key Responsibilities: - Rehost the website on a Linux-based VPS server - Ensure all APIs are functioning correctly post-migration - Optimize server settings for best performance Ideal Skills: - Strong Python programming skills - Extensive experience with VPS server management - Familiarity with API-based applications - Problem-solving skills to troubleshoot any issues that arise during rehosting Please note, the details about the VPS server and the code repository have not been finalized yet. Flexibility and readiness to assist with these aspects would be advantageous.
...help customize and optimize the free version of HubSpot CRM based on the data provided in a CSV file. The goal is to streamline contact management and improve operational efficiency by creating a tailored CRM setup that aligns with the data structure and business needs. Project Requirements: Data Import: Review and clean the data from the provided CSV file to ensure proper formatting. Map the data fields to HubSpot properties during import (e.g., "Company" to "Company Name," "City" to "Location"). Custom Property Creation: Create custom properties in HubSpot for fields such as "Range" and other unique categories in the data that are not part of HubSpot's default properties. Contact Segmentation: Configure f...
Project Description for Freelancer.com: JizzyAI - AI-Powered Content & Pinterest Marketing Platform Overview: Developing an AI-based platform for automating content creation and Pinterest marketing. Platform integrates multiple AI models and Pinterest analytics for efficient content generation and marketing optimization. Key Features: Content Generation AI article generator (single/bulk) AI image generation (multiple models) Image-to-text conversion WordPress integration Article/image library management Pinterest Tools Pin generator Keyword research & tracking Analytics dashboard Content performance monitoring Bulk pin data export Core Requirements AI APIs integration (Image models) Pinterest API integration WordPress API connectivity User authentication Fi...
I'm seeking a professional who can integrate Jobber with a custom CRM. The goal is to sync customer data and lead updates in real-time. Key Requirements: - Real-time synchronization of customer data from Jobber to the CRM. - Lead updates from Jobber to the CRM should trigger the data sync. Ideal Skills and Experience: - Strong expertise in CRM development and integration. - Proven experience with Jobber. - Excellent understanding of real-time data synchronization.
...improves conversions. Ensure content appeals to luxury clientele while maintaining a focus on evidence-based, results-driven solutions. Challenges to Address: Multiple Sites: Managing and differentiating services across three sites while avoiding the perception of being a "mega clinic" offering too many services. Overlapping Services: Balancing male-specific services (e.g., Botox, body sculpting) between InovoMensClinic and InovoAesthetics without diluting the focus of either site. Brand Confusion: Leveraging the strong “InovoMedical” name while maintaining the specialized branding of the aesthetics and men’s health sites. Technology in Use: Zoho tools for heatmaps, visitor tracking, and CRM (Zoho PageSense, SalesIQ, etc.). Google Ads (limited...
I need an Excel report that handles financial data, including expense tracking, revenue generation, and profit and loss analysis. The report needs to have interactive features such as pivot tables and interactive charts. Ideal Skills: - Proficiency in Excel, particularly with pivot tables and creating interactive charts - Experience working with financial data - Ability to create comprehensive and easy-to-understand Excel reports
I'm looking for someone to complete an excel spreadsheet with financial data sourced from various company websites. This project will primarily involve researching and collecting data related to property purchase prices, monthly rent amounts, lease start dates, and lease lengths. Ideal candidates for this project should: - Have experience with data collection and Excel - Be detail-oriented and able to work independently - Have a basic understanding of financial metrics and real estate - Be able to source reliable data from company websites Please provide examples of similar projects you have done in the past.
Requirement for Formatting Output Using Microsoft Copilot in Word or Excel We are using Microsoft Copilot in Word and Excel, where we provide a document with a specific format as input. When we give prompts, such as "Create a new website" or "Suggest a laptop for purchase," Copilot generates content correctly based on the prompt. However, the output does not retain the same format as the input document. Our requirement is that the output should match the exact format of the input document, including colors, fonts, bold, italic, and other formatting. Currently, we must make additional adjustments to achieve the desired format, which is time-consuming. We discussed this with Microsoft, and they suggested that we could add agents to address this iss...
Description: I'm seeking an experienced full-stack developer to finalize and optimize my Telegram-based game built with React, Express, and Vite. The game is 99% complete with a working user login/register system, but requires critical enhancements to be production-ready. The application is currently deployed on Google Cloud Run and uses MongoDB Atlas for data storage. Current Project State: - React frontend with Vite - Express backend (serving both API and frontend) - Deployed on Google Cloud Run - MongoDB Atlas for database - Basic user authentication system - TON blockchain integration (working on PC, needs mobile optimization) Key Tasks: 1. Telegram Integration: 1. Implement full Telegram Bot API integration 2. Ensure seamless user experience within Telegram 3. Imple...
I'm looking for an experienced data analyst or Excel specialist to create a dynamic spreadsheet for me. I have sales data from 5 stores, and I want a spreadsheet that I can upload weekly sales into. This spreadsheet should calculate: - Weekly and monthly running totals for items sold per store - Total sales across all 5 locations The data points I have include: 1. Date of sale 2. Item 3. Transaction number 4. Price sold at 5. Store # If a customer buys 3 of the same item, it will give me 3 separate lines of data (i.e., all sales listed are quantity of 1). I will be uploading my data weekly through a CSV file into Microsoft Excel. The spreadsheet needs to be able to generate the following reports: - Weekly total sales - Monthly total sales - Item-wise sales per store...
...dropshipping, and ship them to international markets like the USA, UK, Canada, and Australia. I need professional advice and guidance on how to set up and execute this business model effectively. Key Requirements: Ecommerce Setup: Guidance on setting up a professional ecommerce store (I have a web development firm in mind). Advice on cost-effective marketing strategies to drive traffic and sales. Business Registration & Paperwork: Assistance with business registration, GST, and obtaining an export license. Clarification on whether FDA or other international certifications are needed for shipping herbal products to specific countries. Dropshipping Strategy: Suggestions on sourcing reliable and cost-effective dropshipping suppliers in India. Help identifying affor...
I need assistance with finding product codes (SKU and size in either US or EUR and link for a proof) for 4100 EANs. The data should be sourced from Google or 1 another website , VERY easy because 2 /3 brand only Key Requirements: - Data processing and research skills - Experience with Excel/CSV - Ability to follow a specific format for data input I will provide the EANs in a spreadsheet (Excel/CSV) and I already have a format for the SKU and size. This is a straightforward project that requires basic data input and online research. Please be prepared to work meticulously and efficiently.
DO NOT USE AI FOR DESIGNS DO NOT USE AI FOR DESIGNS DO NOT USE AI FOR DESIGNS Need logo, mascot, favicon for my Ai company We offer Ai answering service, automate review reply, missed call text back, and Ai customer service text reply - and other CRM options I don’t have an idea of how anything should look no colors DO NOT USE AI DO NOT USE AI FOR DESIGNS If I like your work I have a lot more work for you For the logo, mascot, and favicon of “hi Aiden,” aim for a clean, minimalist design that conveys a sense of innovation and approachability. The style should be sleek and futuristic, with smooth lines and abstract elements that hint at AI or technology. The design should feel cutting-edge and user-friendly, making it both appealing and professional for ...
I'm looking for a research assistant who can help me collect and analyze both quantitative and qualitative data fo...research assistant who can help me collect and analyze both quantitative and qualitative data for an academic project. Key Responsibilities: - Data Collection: Gather both quantitative and qualitative data relevant to the research. - Data Formatting: Organize and prepare the collected data in Excel/CSV files and Word documents. - Data Analysis: Analyze the data to extract meaningful insights. Ideal Skills: - Proficient in data collection and analysis - Experienced in academic research - Skilled in using Excel and Word - Capable of working with both quantitative and qualitative data. Please, only apply if you're experienced in academic research da...
Key features of your custom CRM 1. User management: • Role-based access for administrators, team members and other user groups. • Secure login and tracking of user activity. 2. Leads and Opportunities Tracking: • Centralized dashboard to track leads, prospects and opportunities. • Ability to assign tasks and leads to team members. 3. Workflow Automation: • Automate repetitive tasks like follow-ups, reminders, and approvals. 4. Communication: • Integration with email, messaging or telephony systems for seamless communication. • Notification system for important updates. 5. Reporting and Analysis: • Customizable dashboards to track key metrics. • Exportable reports (PDF, Excel) for performance reviews. Depi...
I'm seeking a CRM solution for my friend's marketing agency. The CRM should encompass all fundamental functionalities and more, including: - Lead management - Sales tracking - Customer support Key customer support features should comprise: - Live chat - An AI Sales Call Agent Additional vital features for the CRM include: - Integration with email marketing platforms - Comprehensive reporting and analytics Ideal candidates for this project should have extensive experience in CRM development, particularly for marketing agencies. Proficiency in integrating customer support features and email marketing is crucial. Understanding of AI technology for creating a Sales Call Agent will be highly valued. OVERALL FUNCTIONS: Current Clients Status of leads ...
...GDPR and other data protection regulations. o Implement a user-friendly admin panel to manage, update, and export subscription data. 4. User Login via Google and LinkedIn: o Integrate Google and LinkedIn login options to allow users to register and log in quickly. o Ensure a seamless and secure authentication process using OAuth. o Map user details retrieved from Google/LinkedIn to relevant database fields (e.g., name, email). Technical Requirements: • Proficiency in WordPress development, including theme customization and plugin development. • Familiarity with integrating third-party APIs, specifically Google and LinkedIn OAuth. • Experience in designing responsive, user-centric web pages. • Strong understanding of database management and data security...
I'm looking for a Java developer to create an applicatio...store data of customers and hawkers in an organized manner, and will include several important features. Key Data to Store: - Customers: Contact information, Subscription details, Address (Street, City, Pincode), Area (Linked to the Area Panel), Subscription Start Date, Hawker Assigned - Hawkers: Contact information, Subscription details, Delivery routes Essential Application Features: - Excel sheet export button - Database storage - Bill generation option Technologies to be used: J2SE, JavaFX, and MYSQL. The ideal candidate should have extensive experience with these languages and technologies, and should be able to create a user-friendly interface. Please provide examples of similar projects you have worke...
...user-friendly interface for customers to book tables. - Admin Dashboard: This should include features for managing bookings, overseeing sales reports, and having an overview of table availability. - Availability Check: The system should be able to check the availability of tables in real-time. - Booking History: Keeping track of past bookings for future references. - Sales Report: Generating reports based on sales data. - Simple Design: The design should be uncomplicated, focusing on smooth functionality and effective table management. Moreover, customers should receive booking confirmations via SMS. Ideal candidates for this project should have: - Extensive experience with Laravel - Previous work on restaurant booking systems or similar projects - Strong understanding of adm...
I'm looking for a skilled Visual Basic programmer who can help me develop an Excel macro. This macro needs to automate data entry tasks in a spreadsheet. Key Responsibilities: - Develop an Excel macro using Visual Basic. - The macro should be capable of automating repetitive data entry tasks. - Ensure the macro is user-friendly and efficient. Ideal Skills: - Proficiency in Visual Basic, particularly in creating Excel macros. - Experience with data entry automation. - Excellent problem-solving skills and attention to detail.
I'm looking for a professional to compile an extensive list of exhibitors from the Fitur trade show. This list will need to be more than 200 exhibitors and should include: - Company name and contact details - Product or service offerings - Booth number and location The final data should be delivered in a Spreadsheet (Excel/CSV) format. Ideal skills for this job include: - Attention to detail: It's crucial that the information recorded is accurate. - Proficiency in Excel: The final product should be well organized and easy to understand. - Research skills: You may need to look beyond the official exhibitor list to get a comprehensive view. Experience in data compilation and familiarity with trade shows will be an added advantage.
I'm in need of a freelancer who can compile a list of exhibitors from Fitur 2025. This list should be formatted in Excel and include: - Company Name - Exhibitor's Country - Email - Phone Number Please note that this list should be sourced from other trusted sources, not the event's official website or a public directory.
I'm looking for a knowledgeable professional with a passion for learning about open-source and proprietary Large ...knowledgeable professional with a passion for learning about open-source and proprietary Large Language Models (LLMs) such as OpenAI, Anthropic, Bedrock, etc. The ideal candidate will have the ability to design a robust cloud-based solution architecture on AWS right from the start. Key Responsibilities: - Designing solution architectures using various LLMs - Utilizing AWS for a cloud-based infrastructure - Delivering high-quality, efficient designs quickly Ideal Skills and Experience: - Extensive knowledge of LLMs - Proficiency in AWS - Experience in designing cloud-based solutions - Strong problem-solving skills - Passion for learning and staying ...
I need urgent assistance with my live server. I'm encountering a '403 forbidden access' error after uploading a code file. Also, I would like to have Perfex CRM installed on the server. Key Tasks: - Troubleshoot and resolve the 403 error on the server - Install Perfex CRM on the live server Ideal Skills: - Strong experience with server management and troubleshooting - Proficient in installing Perfex CRM - Excellent problem-solving skills Your timely support in resolving this issue would be greatly appreciated.
I'm seeking a dedicated and driven Sales Telecaller to assist with following up on warm leads, specifically within the EdTech industry. Your primary goal will be to close sales during these follow-up calls. Key responsibilities: - Contacting potential clien...I will provide comprehensive product training sessions to ensure you have a solid understanding of our offerings. Ideal Skills: - Prior experience in sales and telecalling, particularly in the EdTech industry, is highly desirable. - Strong communication and persuasive skills. - Ability to follow a script while also using discretion and judgement to steer conversations. The role is commission-based, which means your earnings are directly tied to your sales success. This offers significant potential for high income for ...
I need a dashboard that visualizes and organizes the errors found in the List 1 and List 2 tabs of my Excel file. The goal is to track missing or blank cells within the data. The dashboard should include charts and graphs to clearly display the error data. Additionally, it should feature a mini database section with filters, showcasing the missing data headers and cell references for quick identification and navigation.
PROJECT: Chrome Extension for Parsing Highlighted Information into Zoho CRM Leads/Contacts Module PROJECT OVERVIEW: We are looking for an experienced developer to create a Chrome Extension that can parse highlighted text or information from webpages and automatically push this data into the Zoho CRM Leads Module. The ideal candidate will have experience in building Chrome Extensions, integrating with APIs (specifically Zoho CRM), and creating seamless workflows for users. KEY DELIVERABLES: - Design and develop a Chrome Extension that allows users to highlight text on any webpage. - Automatically parse the highlighted information (such as name, email, phone number, etc.) and populate the Zoho CRM Leads/Contacts/Vendor Modules. - Implement an intuitive and user-...
**Website Overview:** This website will serve as a player stats and management system, featuring a **homepage** with a **top navigation bar**. The navbar will have a **text logo on the left** and **page navigation links on the right**. ### **Homepage Features:** - **Search Bar** (centered) – Players can search for gamertags. - **Leaderboard** – Displays rankings based on **total balance (descending order)**. - Columns: **Rank, Username, Total Balance, Additional Income, Total Deaths, Total Tickets, Overall Tickets, RP Played, Played as Cop, Played as Civ**. ### **Balance Page:** Accessible via the navbar, this page includes: - **Character Photo** - **Balance & Personal Assets** (Vehicles & Weapons) - **Payments** – Players can pay ou...
I'm looking for an expert in Tableau, specifically for creating interactive dashboards. The data will primarily come from Excel/CSV files, so proficiency with these sources is essential. Ideal Skills: - Extensive experience with Tableau - Proficient in working with Excel/CSV files - Ability to design interactive charts and graphs The dashboard should feature interactive charts and graphs. I'm not looking for a static, one-dimensional dashboard; I need something that can engage users and allow them to explore the data on their own. If you have a proven track record of creating such dashboards and can deliver a high-quality, user-friendly product, I would love to hear from you. My cost is 10USD
We are seeking a skilled freelancer to help transfer and configure macros from one computer to another. The macros are fully operational on the original machine, and we need assistance ensuring they work seamlessly on the new setup. Ideal skills and experience for the job include: - Proficiency in Excel, specifically with macro creation and implementation. - Experience with data manipulation, report generation and task automation. - Ability to troubleshoot and optimize existing macros for efficiency.
Project Title: Machine Vision-Based Counting Application for Tablets Project Overview: We are seeking a highly-skilled developer (or development team) to create an intelligent, machine vision-driven application for a tablet device. The core function of this application is to use the tablet’s built-in camera as a real-time sensor to count the number of unique individuals passing through its field of view. A critical requirement is the application’s ability to correctly identify and track individuals to prevent redundant counts—ensuring that each person is counted only once, even if they linger in front of the camera or exit and re-enter the scene. Key Objectives: Accurate Counting of Unique Individuals: The application should reliably differentiate one in...
I need assistance converting text and numbers from an unstructured PDF into an MS Excel spreadsheet. Key Requirements: - Convert text and numbers from PDF to Excel - Data is unstructured, so adaptability is key - High level of accuracy required, with manual verification Ideal Skills and Experience: - Data entry experience - Proficient in MS Excel - Detail-oriented - Able to manually verify data for high accuracy
I'm seeking a skilled data entry professional with experience in data clean...The job will primarily involve cleaning mixed data (text and numbers) sourced from our database. Key Responsibilities: - Identify and rectify inconsistencies within the data - Ensure data integrity and accuracy - Prepare cleaned data for further analysis Ideal Skills: - Proficiency in data cleaning techniques - Experience working with mixed data types - Familiarity with database navigation and Excel/CSV files - Attention to detail and strong problem-solving skills Experience Requirement: Prior experience in data cleaning and verification, particularly with mixed data from a database, is highly desirable. Understanding of common data issues and how to resolve them quickly will be key to your succes...
Project Title: Creation of Zoho CRM Canvas Views/Templates for a TRAVEL COMPANY Project Overview: We are looking for an experienced freelancer to help us design and develop customized Zoho CRM Canvas views and templates that align with our Travel Agency's business processes. The ideal candidate will have a strong understanding of Zoho CRM and its Canvas functionality, along with a proven track record of creating intuitive, user-friendly Canvas views/templates. KEY TASKS: - Design and implement custom Canvas views/templates within Zoho CRM to enhance user experience and streamline workflows. Work with our team to understand specific business requirements and tailor the views to match these needs. - Create visually appealing, intuitive, and functional lay...
...our team. The ideal candidate will have experience in sourcing, qualifying, and organizing leads across various industries. Your role will be crucial in helping us expand our outreach and drive new business opportunities. Key Responsibilities: Conduct thorough research to identify potential leads based on target market criteria. Build and maintain high-quality, accurate lead lists using various online tools and platforms (LinkedIn, industry-specific websites, databases, etc.). Qualify leads based on specific criteria such as company size, industry, decision-makers, and other relevant factors. Organize and update lead databases, ensuring the information is current and actionable. Collaborate with the sales and marketing teams to ensure the leads align with overall strateg...
I need a professional who can help me consolidate numbers from an existing Excel file and distribute targets based on specific priorities. Key Tasks: - Data consolidation from the provided Excel file - Distribution of targets with a focus on specific categories Ideal Skills: - Proficiency in Excel - Experience in data analysis - Ability to follow precise instructions and prioritize tasks accordingly Please note, the rules for data consolidation have not yet been determined and will need to be discussed.
I'm looking for a proficient Data Analyst to assist with generating reports based on our sales data. Key Responsibilities: - Analyze sales data to create comprehensive reports Ideal Skills: - Proficiency in Excel is a must - Previous experience with sales data is preferred - Strong analytical skills - Excellent report writing abilities
I need a freelancer to convert 49 pages of a PDF file into an Excel sheet. The PDF contains mixed data - both text and numeric information. Key Requirements: - Experience with data entry and Excel - Ability to understand and implement custom formatting - Attention to detail to ensure accuracy The Excel sheet needs to be formatted according to specific, custom requirements. This may involve detailed cell formatting, such as merged cells and specific alignments. Please note that this project does not require maintaining the original PDF formatting, but rather creating a unique, custom layout in Excel. Ideal candidates should have strong Excel skills, experience with custom formatting, and a meticulous approach to ensuring data accuracy.
extract data from web ejar SA, and put it into excel sheet
I need an application for Breast Cancer Patients In The Radiology Department, where they undergo eight different tests. I want the pateint information the has been inter be able to save then in excel The program should help schedule these tests based on the following basic information: • Patient name • Patient age • Patient file number • Referral date to mammogram • Treating doctor’s name • Patient’s phone number • Treating doctor’s email • A field from which I can send an email from my personal email The first procedure is the mammogram date. The mammogram should be scheduled within 48 hours from the referral date, taking into consideration that the appointment should fall between Sunday and Thursday. The result fi...
I'm looking for a skilled Excel expert or data analyst to create a dynamic Excel sheet for me. This sheet should generate random pairings between individuals, taking into account specific conditions (cannot be from the same cohort year and cannot be repeat matches). Key Project Details: - Number of Individuals: Between 50 and 100 - Pairing Frequency: 3 times a year - Information to Include: - Cohort year - Full name - Email address - Previous matches Ideal Skills and Experience: - Advanced Excel skills - Data analysis experience - Understanding of creating dynamic and interactive spreadsheets - Prior experience with similar projects will be an advantage. This project will help to facilitate interactions between individuals in a controlled and fai...
I'm looking for a skilled game developer to create a multiplayer card game for the web. Key Requirements: - Design and develop a unique, engaging multiplayer card game. - Ensure the game is exclusively for web platforms. - Implement smooth, reliable multiplayer functionality. Ideal Skills: - Proficient in web-based game development. - Experienced in creating multiplayer card games. - Creative and capable of developing unique game concepts.
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I'm looking for a skilled WordPress and WooCommerce developer to transform my exact Figma design into a fully functional eCommerce site. This site will be integrated with Zoho CRM and Zoho Inventory, and must include an AI chatbot, a members portal, and various product options. Key Features: - Full implementation of an exact Figma design - Connection with Zoho CRM and Zoho Inventory - An AI chatbot with customer service, product recommendations, and order tracking capabilities - A comprehensive members portal with user dashboards, private content access, and membership management - Support for single products, bundle products, and product configuration Additional Requirements: - SEO optimization for the site - Implementation of a user-friendly interface Ideal candidat...
...ASP.NET MVC developer to create a comprehensive management system web application. The primary purpose of this application is for business management. Key Features: - User Authentication: The system should have a secure and robust user authentication mechanism to manage user access and ensure data security. - Reporting Dashboard: An intuitive and interactive reporting dashboard is a must. The dashboard should be able to display key performance indicators and other relevant metrics in real-time. - Data Export: The application should provide an easy and efficient way for users to export data for offline analysis or reporting. Ideal Skills: - Proficient in ASP.NET MVC framework. - Previous experience in developing web-based management systems. - Strong...
...commercial loan brokerage firm specializing in SBA 7(a) financing for business acquisitions. Our goal is to create a robust, AI-powered chatbot for our website that pre-qualifies leads, educates first-time buyers, and streamlines our client onboarding process. This project requires the chatbot to perform essential tasks like collecting client details, determining loan eligibility, integrating with our CRM (Pipedrive), and supporting our users with automated responses to FAQs. We are seeking a talented developer with experience in chatbot design, integration, and AI workflows to build and deploy this chatbot within a reasonable timeframe. Key Responsibilities & Features to Build 1. Pre-Conversation Form & Human Verification • Collect visitor details before they in...
