Joomla crm invoicing jforce jobs

3. Virtual Assistant Job Description Title: Virtual Assistant Overview: We’re hiring a highly organized Virtual Assistant to manage client communications and streamline daily tasks. This role supports business operations by ensuring timely follow-ups and effective communication across platforms. Key Responsibilities: • Manage incoming messages and inquiries across em...potential clients, and flag high-priority tasks. • Organize documents and ensure smooth client onboarding processes. • Provide updates on client communications and inquiries. Requirements: • Experience as a virtual assistant or in a similar administrative role. • Strong organizational and multitasking abilities. • Excellent communication skills. • Proficiency in tools like G...

...Bitrix24 CRM for GNP Hospitals to enhance lead management, appointment scheduling, complaint handling, and reporting. Integrating your Hospital Information System (HIS) will streamline operations by synchronizing patient data, complaints, and feedback. Phases: Lead Management: Integrate website forms, Issabel PBX, and UTM tracking into Bitrix24. Appointment Scheduling: Set up scheduling with reminders and HIS synchronization. Complaint Management: Automate feedback collection and link complaints to departments. Automation & Reporting: Configure workflows, dashboards, and Power BI analytics. HIS Integration: Synchronize appointments and patient data between HIS and CRM. Testing & Deployment: Conduct system testing, UAT, and provide training. Deliverables: Fully ...

...V16 Enterprise to V18 Enterprise, ensuring a seamless transfer of all data and specific custom modules. Key requirements include: - Migration of all data: This includes customer data, product data, transaction history, and everything else in our current database. - Transition of select custom modules: We've identified four custom modules that will need to be migrated. These include a custom invoicing module, a custom reporting module, and a custom inventory module. - Data Integrity: Ensuring that all data is accurately and completely transferred is crucial. Ideal candidates should have: - Extensive experience with Odoo, specifically with both V16 and V18 Enterprise editions. - Proven track record in database migration and handling of custom modules. - Excellent attention t...

I'm looking for an entry-level personal assistant to help me with various tasks over the course of a month. Your main responsibilities will include: - Scheduling and cale...responsibilities will include: - Scheduling and calendar management: Keeping track of appointments and scheduling meetings - Email and communication handling: Managing my inbox and handling correspondence - Research and data entry: Conducting research and inputting data Familiarity with Google Workspace is a must, as all tasks will be conducted using this platform. Experience with Microsoft Office Suite or CRM software is not required, but can be a plus. The ideal candidate is organized, efficient, and able to handle multiple tasks at once. A positive attitude and willingness to learn are key to succeedin...

I need a skilled Laravel developer to fix and complete the integration of several modals on the CRM Contact Show page of my project. Modals that need work: - Note Modal: Should write and publish a note. - Email Modal: Should send an email. - Direct Mail: Should create a one-off postcard and put it in the user’s outbox. - Bombbomb Video: Should allow the user to record a video and send it via email or text. Current Status: - The modals are partially integrated with the backend, but they require debugging and completion of their integration. Design Requirements: - All modals should have a simple and minimalist design. Ideal Skills: - Extensive experience with Laravel is a must. - Prior experience fixing and integrating modals is highly desirable.

...Bitrix24 CRM for GNP Hospitals to enhance lead management, appointment scheduling, complaint handling, and reporting. Integrating your Hospital Information System (HIS) will streamline operations by synchronizing patient data, complaints, and feedback. Phases: Lead Management: Integrate website forms, Issabel PBX, and UTM tracking into Bitrix24. Appointment Scheduling: Set up scheduling with reminders and HIS synchronization. Complaint Management: Automate feedback collection and link complaints to departments. Automation & Reporting: Configure workflows, dashboards, and Power BI analytics. HIS Integration: Synchronize appointments and patient data between HIS and CRM. Testing & Deployment: Conduct system testing, UAT, and provide training. Deliverables: Fully ...

I'm looking for an experienced Odoo functional consultant to assist with various aspects of Odoo accounting, specifically: - Invoicing - Bank Reconciliation - Expense Management My primary focus is on Customer Invoices, where I need support with: - Invoice creation and management - Payment tracking - Customization of invoice templates The perfect candidate would have a deep understanding of Odoo's accounting module, have experience in managing customer invoices, and possess strong problem-solving skills to help streamline our invoicing process. Experience in customizing invoice templates is a plus.

I'm looking for someone who can assist me ...VA will be helping with various administrative tasks to keep the business running smoothly. - Customer Service: The VA will need to interact with our customers, so we need someone who can help us maintain our customer satisfaction. - Social Media Management: The VA will need to help us manage our social media presence. Essential Skills: - Proficiency in Microsoft Office Suite - Experience with CRM software - Familiarity with social media management tools Tax Law Expertise: - Basic knowledge: Understanding of general tax obligations. - Intermediate understanding: Ability to interpret tax regulations. - Advanced expertise: Experience with tax compliance and planning. This role is crucial for our operations and your expertise will be...

I'm seeking a dynamic salesperson focused on selling our CRM application to Small and Medium Enterprises (SMEs). Our CRM provides: - Cost reduction: Help SMEs save money - Improved efficiency: Streamline their operations - Customer insights: Understand their customers better Your primary sales channel will be through cold calling. Experience in B2B sales, particularly with SMEs, would be a significant advantage. Skills in effective communication, persistence, and the ability to convey our CRM's value proposition are crucial for this role.

...candidate will be responsible for managing the invoicing process, sending follow-up reminders for outstanding payments, tracking accounts receivable, and assisting with other administrative finance tasks. Key Responsibilities: Prepare and send invoices to clients accurately and on time. Follow up with clients regarding outstanding payments in a professional and courteous manner. Maintain and update accounts receivable records and ensure accurate tracking of payments. Generate and analyze accounts receivable reports to monitor cash flow. Communicate effectively with clients to address payment inquiries or disputes. Collaborate with internal teams to resolve billing discrepancies. Qualifications: Previous experience in accounts receivable, invoicing, or administrative fi...

...platform, subscription based. Key Features: Multi-User Support: Allow multiple accounts with distinct logins. Role-based access control (e.g., admins, editors, viewers). Separate dashboards for individual users. Tiered Plans: Implement different user tiers (Basic, Pro, Business) with feature restrictions based on tier. Examples: account limits, scheduling caps, or analytics access. Payment and Invoicing Integration: Add payment processing to manage subscriptions or upgrades. Generate and manage invoices for users. Enhanced Scalability: Optimize for high traffic and concurrent API usage. Secure and GDPR-compliant data handling. Deliverables: Fully functional web application hosted on my server. Source code and documentation for future updates. Instructions for deployment and ...

Description: Investire is a property deal creation to aid in fundraising for prospective development projects. It enables investors to make the right investment choice and assist property developers in leveraging advanced AI technologies to streamline the process of creating a property investment project for potential investors. Property Deal Investment Process Overview - Property Develope...frameworks. - Familiarity with RESTful API design and integration. - Proficient in using design tools like Figma for collaboration with design teams. - Understanding of responsive design principles and mobile-first development. - Excellent problem-solving skills and attention to detail. - Strong communication skills and ability to work collaboratively in a team environment. - Experience with ...

I'm seeking a QuickBase professional to set up a new database from scratch, focusing on Customer Relationships and CRM. The project involves: - Database setup and configuration: Creating a robust, scalable QuickBase database tailored for comprehensive customer management. - Custom app development: Designing unique applications within QuickBase to enhance our CRM capabilities and streamline workflows. - Workflow automation: Implementing automated processes to improve efficiency and reduce manual intervention. Ideal candidates should possess deep expertise in QuickBase, with proven experience in developing CRM databases. Skills in custom app development and workflow automation are essential. Understanding of customer relationship management principles will be a si...

I'm seeking a skilled programmer with expertise in to help automate various aspects of my workflows. The primary focus will be on: - Designing and assembling tailored scenarios based on my conceptual inputs - Implementing Marketing Automation processes - Streamlining Customer Relationship Management tasks - Enhancing Inventory Management efficien...scenarios based on my conceptual inputs - Implementing Marketing Automation processes - Streamlining Customer Relationship Management tasks - Enhancing Inventory Management efficiency The ideal candidate will have a strong background in both programming and automation, with a proven track record of creating and implementing successful scenarios on Make.com. Experience with marketing automation, CRM tools, and inventory systems is ...

...or a development team to create a robust and secure Electronic Medical Records (EMR) application with an integrated telehealth platform. This project will leverage ASP.NET Core for the backend, using Web API for service-oriented architecture and OAuth 2.0 for secure user authentication and authorization. Key Functionalities: - Patient Records Management - Appointment Scheduling - Billing and Invoicing - Patient portal for telehealth The telehealth platform will serve as a supportive feature within the EMR application, rather than being the primary focus. Ideal candidates for this project should have: - Extensive experience in developing secure healthcare applications - Proficiency in ASP.NET Core - Familiarity with Web API and service-oriented architecture - Understanding of...

...candidate will be responsible for managing the invoicing process, sending follow-up reminders for outstanding payments, tracking accounts receivable, and assisting with other administrative finance tasks. Key Responsibilities: Prepare and send invoices to clients accurately and on time. Follow up with clients regarding outstanding payments in a professional and courteous manner. Maintain and update accounts receivable records and ensure accurate tracking of payments. Generate and analyze accounts receivable reports to monitor cash flow. Communicate effectively with clients to address payment inquiries or disputes. Collaborate with internal teams to resolve billing discrepancies. Qualifications: Previous experience in accounts receivable, invoicing, or administrative fi...

...candidate will be responsible for managing the invoicing process, sending follow-up reminders for outstanding payments, tracking accounts receivable, and assisting with other administrative finance tasks. Key Responsibilities: Prepare and send invoices to clients accurately and on time. Follow up with clients regarding outstanding payments in a professional and courteous manner. Maintain and update accounts receivable records and ensure accurate tracking of payments. Generate and analyze accounts receivable reports to monitor cash flow. Communicate effectively with clients to address payment inquiries or disputes. Collaborate with internal teams to resolve billing discrepancies. Qualifications: Previous experience in accounts receivable, invoicing, or administrative fi...

I need a basic React theme set up for a CRM. The primary feature required is contact management.

I'm on the lookout for a skilled cold caller whose primary responsibility will be lead generation. Ideal Skills and Experience: - Proven experience in cold calling - Excellent communication and persuasion skills - Ability to generate and qualify leads - Familiarity with CRM software - Goal-oriented and persistent The main goal of this campaign is to expand my network of potential clients. Although I haven't specified a target audience yet, flexibility and adaptability will be crucial in this role. Please note that your responsibilities will be solely focused on lead generation, with no necessity for sales or market research tasks. Your ability to gather contact details, gauge interest in products/services, and collect company information will be key to your success in...

I'm looking for a skilled professional to create an AI Assistant aimed primarily at assisting with sales. The project also involves establishing a VoIP resell portal. Key Responsibilities: - Connect to HubSpot CRM - Integrate with major social media platforms (Facebook, Twitter, LinkedIn) - Use Google Consul or OpenAI SDK for integrations - Upload and manage a database Ideal Skills: - Proficiency in AI development - Experience with HubSpot CRM - Knowledge in VoIP technologies - Skills in connecting APIs - Familiarity with Facebook, Twitter, LinkedIn integrations - Competence in using Google Consul or OpenAI SDK I would like you to make the database easily manageable and ensure smooth connectivity across all platforms. The AI Assistant should be capable of handling ba...

...DO NOT WANT TO WORK WITH ANYONE THAT IS ARGUEMENTATIVE AND REFUSES TO FOLLOW INSTRUCTIONS. IF YOU DO NOT UNDERSTAND THE PROJECT PLEASE DO NOT APPLY FOR IT, RESPECTIFULLY... We are seeking a skilled and experienced WordPress/WooCommerce developer to create a new, fully redesigned shop for our existing website. The ideal candidate will have expertise in integrating WordPress/WooCommerce with CRM systems (specifically Brevo), ensuring seamless data management, customer engagement, and automation of email communication. Key Responsibilities: Shop Redesign: Redesign the shop section of the website [site will be provided] based on provided references and brand aesthetics. Ensure clear differentiation between the following three categories: Dials (Made-to-Order): Prices and lead...

I'm looking for an experienced Excel VBA developer to create a custom Customer Relationship Management (CRM) add-in for Excel. The add in should provide licence validation similar to XL padlock - https://www.xlspadlock.com. Also when validating the license each time the product is used, it should save the current copy to a cloud based location that can accessed by the user from our website. Each validation should also provide any feature updates from the latest template in a cloud location. Key Features of the CRM Add-in: - Comprehensive Customer Data Management: The add-in should allow for efficient management of customer information, including but not limited to contact details, purchase history, and customer interactions. - Robust Sales Tracking: The add-in should i...

...solution which worked seamlessly. Now, I want to transition this functionality onto Zapier, if it's feasible. Key Functions: - The automation should update our CRM data effectively and timely. - It should take the HRN field from Harvestapp, extract the dollar amount, and update the corresponding field in HubSpot. Access: - I have admin access to both Harvestapp and HubSpot, so I can facilitate any necessary permissions or settings. Frequency: - The automation needs to operate in real-time or refresh every minute. Ideal Skills and Experience: - Extensive experience with Zapier, Harvestapp, and HubSpot and Webhooks - Strong background in CRM data management. - Excellent problem-solving skills to troubleshoot and optimize the automation as needed. Scope: In this in...

...showcasing a range of projects and design skills. • Understanding of user-centered design principles and best practices. • Experience in creating responsive designs and working with design systems. • Basic knowledge of HTML/CSS (preferred, not mandatory). • Excellent communication and problem-solving skills. Skills Must Have: • Color Combination knowledge • Made ARP System (Eg: Dashboard, CRM, Admin Panel) • Had Worked with Storyline. • How Social Media graphics works and have knowledge of it. • Make Designs according to the Content. • Have knowledge of making Cartoon Character with the help of Sketching. What We Offer: • Opportunity to work on diverse and innovative projects. • Flexible work hours an...

...marketing and have proven track record of delivering high quality work wether you need. Customer Interaction - **Client Communication**: Act as a point of contact for clients, addressing inquiries and providing information about products and services. - Follow-Up: Assist in following up with clients to ensure satisfaction and resolve any issues. Data Management - CRM Management**: Maintain and update customer relationship management (CRM) systems with accurate customer and sales data. Reporting Generate and distribute sales reports, including sales forecasts and performance metrics. Sales Support - **Order Processing**: Handle the processing of sales orders, ensuring accuracy and timely delivery. - **Inventory Management**: Coordinate with the inventory team to ensur...

...experienced freelancer to optimize our workspace and establish a fully functional CRM system tailored to our business needs. The ideal candidate will be proficient in automation, workflow customization, and CRM integration. If you have a track record of enhancing productivity through and delivering seamless CRM solutions, we’d love to hear from you! Responsibilities: Workspace Optimization: Audit the current setup and identify areas for improvement. Create and enhance boards, dashboards, and automations to streamline workflows. Optimize team collaboration and task management within Monday.com. CRM Setup and Integration: Design and implement a CRM system using to manage leads, deals, and client relationships. Integrate third-party

After upgrading to Joomla 4, my extensive online wine journal, , is facing critical issues with the image manager. This project entails fixing the image manager so that it works correctly for both existing articles and new ones. Key issues: - Captions not displaying: In nearly all articles, captions placed via the image manager prior to the update are not appearing post-upgrade. - New articles: The image manager is also malfunctioning when trying to upload images in new content. Ideal candidates for this project should have: - Proficiency in Joomla, particularly Joomla 4 - Experience troubleshooting image manager issues - Ability to implement solutions quickly and efficiently to restore full functionality to the site.

I'm looking for an experienced freelancer who can create a custom invoice template for me in Perfex CRM. The template should closely resemble a sample I'll provide.

Digital Marketing and Content Management Specialist We are looking for Digital Marketing and Content Management Specialist to help us establish, optimize, and manage our online presence across various platforms to generate more leads. This is a comprehensive role that involves creating, publishing, and managing content, as well as configuring CRM and metrics to ensure our campaigns are effective and data-driven. Scope of Work 1. Create and Optimize Pages/Profiles : Set up and optimize profiles on social media platforms (e.g., Facebook, Instagram, LinkedIn, Twitter, YouTube) to ensure they align with our brand. 2. Content Creation : Develop engaging and high-quality content across various formats: Content: Social media posts, outreach emails, newsletters, blog ar...

...community. This freelance role involves configuring and customizing Zoho applications to align with Golf Science’s vision of providing cutting-edge services for golfers who demand professional-grade solutions. The ideal candidate will have experience in CRM setup, automation, and integration within the sports or golf industry and a passion for contributing to the growth of golf performance services. **Key Responsibilities**: - **Zoho Setup & Configuration**: - Customize and optimize Zoho applications, including Zoho Bigin, Zoho Booking, and Zoho CRM, to reflect Golf Science’s unique needs within the golf industry. - Develop workflows tailored to managing client bookings, tracking performance data, and supporting fitting operations. - **Golf-S...

...solution which worked seamlessly. Now, I want to transition this functionality onto Zapier, if it's feasible. Key Functions: - The automation should update our CRM data effectively and timely. - It should take the HRN field from Harvestapp, extract the dollar amount, and update the corresponding field in HubSpot. Access: - I have admin access to both Harvestapp and HubSpot, so I can facilitate any necessary permissions or settings. Frequency: - The automation needs to operate in real-time or refresh every minute. Ideal Skills and Experience: - Extensive experience with Zapier, Harvestapp, and HubSpot and Webhooks - Strong background in CRM data management. - Excellent problem-solving skills to troubleshoot and optimize the automation as needed. Scope: In this in...

I'm looking for a talented professional to automate and optimize our digital marketing agency's operations using Zapier and AI. Your tasks will include: - Designing and implementing efficient Zapier workflows - Integrating our key marketing and sales tools such as CRM, Constant Contact, and social media platforms - Automating processes like data transfer and lead nurturing In addition, I need you to incorporate AI agents for various tasks, primarily focusing on: - Personalized email responses The ideal candidate for this project should possess: - Extensive expertise in Zapier - Proficient knowledge of API integration - Familiarity with AI agents, specifically ChatGPT - Strong skills in business process analysis Your ability to streamline our workflow effectively will ...

...candidate will be responsible for managing the invoicing process, sending follow-up reminders for outstanding payments, tracking accounts receivable, and assisting with other administrative finance tasks. Key Responsibilities: Prepare and send invoices to clients accurately and on time. Follow up with clients regarding outstanding payments in a professional and courteous manner. Maintain and update accounts receivable records and ensure accurate tracking of payments. Generate and analyze accounts receivable reports to monitor cash flow. Communicate effectively with clients to address payment inquiries or disputes. Collaborate with internal teams to resolve billing discrepancies. Qualifications: Previous experience in accounts receivable, invoicing, or administrative fi...

...for a detail-oriented and proactive Appointment Setter to join our team. In this role, you will be responsible for making outbound calls and efficiently managing our CRM system and calendar management. Experience with social media platforms is a bonus, but not mandatory. Your key focus will be to arrange appointments and keep our client database up to date, ensuring that all interactions are accurately recorded. Excellent communication skills and a keen eye for detail are crucial for success in this position. **Key Responsibilities:** - Conduct outbound calls to schedule appointments with clients. - Maintain and update our CRM system to reflect accurate client information and interactions. - Ensure all client communications are documented thoroughly. - Collaborate with te...

...Respond to inquiries and resolve issues through phone, email, and chat to ensure client satisfaction. Record Keeping: Maintain accurate data on bookings, payments, and interactions using a CRM system. Travel Expertise: Provide professional advice on destinations, travel arrangements, and insurance options. Problem-Solving: Address and resolve travel-related issues, such as cancellations or changes in itinerary, promptly and professionally. Requirements: Experience: Background in customer service or the travel industry is preferred. Skills: Strong communication abilities (written and verbal), proficiency in CRM tools and travel platforms, and excellent customer service. Organization: Capable of multitasking and prioritizing tasks efficiently in a remote setting. Problem-So...

Hello, I need a developer experienced in WHMCS to help me create a module or hook that automatically triggers the generation of an electronic invoice for my country (Ecuador) once an invoice is marked as paid in WHMCS. For this project, we will use the API of my electronic invoicing system, DATIL. The documentation is available at: https://datil.dev. Important requirements: The WHMCS field that contains the fiscal number (TAX ID) is TAXID. Electronic invoices in DATIL should only be generated if the country selected during the WHMCS checkout process is Ecuador. I need an event log to validate the status of invoices, specifically to check if they were successfully sent to DATIL and if the electronic invoice was issued.

I'm seeking a skilled software manager to assist with setting up my website on Go High Level and facilitating customer onboarding. The role requires: - Software Installation: Setting up the webs...with setting up my website on Go High Level and facilitating customer onboarding. The role requires: - Software Installation: Setting up the website on Go High Level. - System Configuration: Configuring the system for optimal performance and user experience. - Integration with Other Tools/Services: Integrating the website with necessary CRM systems. Ideal candidates should have extensive experience in software management, particularly with Go High Level, and CRM system integration. Strong problem-solving skills and a customer-oriented mindset are crucial for facilitating smo...

With over six years in customer support and cold calling, I have expertise across various industries. I excel in managing customer interactions through multiple channels, ensuring prompt and effective communication. My skills in resolving is...Live Chat & 24/7 Support ● Virtual Assistant ● Cold Calling & Telemarketing ● Lead Generation Industry Experience: My background spans various sectors, including: ● Logistics & E-commerce ● Restaurants ● Airbnb/Real Estate ● Medical Billing & Insurance Claims ● IT Helpdesk ● Hospitality & Tourism Tools Proficiency: I have hands-on experience with the following software: ● CRM Management (Zendesk, Salesforce, HubSpot CRM) ● Ticketing Systems (HALO PSA and FreshDesk) ● Project Management Tools (, ZohoDesk, Asana, Sla...

...Required, Location, and Budget. 2. Link Forms to Google Sheets: o Connect each Google Form to a dedicated Google Sheet to automatically log responses. o Example:  Teacher Responses → Teachers Database  Parent Requests → Parents Database ________________________________________ Step 3: CRM Setup 1. Use a no-code CRM tool like Airtable, Zoho CRM, or a custom Google Sheet-based CRM to: o Manage teacher and parent records. o Track ongoing and completed tuition assignments. o Store revenue-sharing details. 2. CRM Fields: o Teachers Database: Name, Subject, Experience, Contact, Availability, Status (Active/Inactive). o Parents Database: Name, Request Details, Budget, Assigned Teacher, Status (Pending/Matched). ____________________________________...

Project Details We are seeking a skilled and detail-oriented CRM Database Administrator to create and optimize our custom Airtable-based CRM with integrated mail management, payment processing, and file handling capabilities. This system will be designed to streamline customer communications, mail handling, and payment management. The ideal candidate will have experience with Airtable, Stripe, and mobile-first design, with a focus on usability and efficient integration. The candidate must also be able to work within an expedited timeline, with 10 days for system testing and 15 days for delivery of a fully workable version of the system. Client Information Management - The database should store essential client details including contact information, purchase history and com...

I am looking for a...Layout Generator Tool. This tool should allow users to customize layouts in real-time with live previews and generate self-contained, portable code compatible with platforms like WordPress Gutenberg, Joomla, and other CMS platforms. Key features of the layout generator: - A user-friendly drag-and-drop interface - A variety of predefined templates - Customizable design blocks The user should be able to easily export the generated code by copying it to the clipboard. Ideal candidates for this project should have: - Extensive experience with HTML/CSS - Strong understanding of WordPress, Joomla, and Drupal - Proven track record of developing user-friendly interfaces - Experience with creating customizable design blocks - Ability to implement clipboard exp...

...transition from spreadsheets and direct email workflows to a fully integrated ERP system. Responsibilities: 1. Set up and configure our Odoo instance. 2. Configure Odoo modules to support: • CRM: Manage leads and opportunities, including email communication via our company domain. • Sales: Ability to generate and manage quotations and invoices. • Inventory Assets: Track and manage company assets. • Expenses: Configure expense tracking for employees. • Service Catalog: List company services, define cost prices, and selling prices. • Finance: Ensure proper setup of invoicing, payments, and basic accounting features. 3. Align Odoo with the needs of our sales, finance, and operations teams, ensuring all workflows are re...

Dear,Sir. Hope, you are doing well. Your project has fully aligned with my profile and subject of expertise. Kindly look through my portfolio attached in profile. I am professional Structural Engineer with more than 08 years experience. I can design any types of residential and commercial buildings with proper structural analysis, Load calculation report and detailed drawing following by ASCE, ACI, IBC, BNBC codes. I have expertize in different types of professional software like SAFE, ETABS, AUTO CAD, STAAD Pro, SAP 20000, MS EXCEL, MS POWERPOINT etc. I have also expertise at 3D design and 2D draft work of AUTOCAD, SKETCH UP and other relevant softwares. I am able to deliver your project with all the key requirements and your timeframe. I have practical experience in many RCC structur...

...marketing agencies. The platform should be user-friendly, scalable, and feature-rich, designed to streamline agency operations and improve productivity. Key Features Required: Clients: Manage client information and interactions efficiently. Invoices: Simplify billing and get paid faster. Flows: Oversee and manage internal projects seamlessly. Tasks: Organize and track tasks for improved workflow. CRM: Track leads and manage customer relationships effectively. Chat: A built-in messaging system to ensure no messages are missed. Brain: Centralized management for SOPs and notes. Dashboard: A comprehensive overview of the agency’s performance and operations. SaaS Requirements: Multi-tenant architecture to support multiple users/agencies with isolated data. Subscription-based mo...

...communities in your area. Why Join the PINCH Network? ✔️ Tap Into a High-Growth Market The multifamily/apartment cleaning industry is booming! With PINCH, you’ll be positioned to grow your business significantly. Many of our partners have experienced business growth up to 400% within their first year of joining the network! ✔️ Focus on Cleaning – We Handle the Rest! No need to worry about invoicing, vendor qualifications, insurance, scheduling, or payment processing. PINCH takes care of all the back-office work so you can focus on delivering exceptional cleaning services and building relationships with clients. ✔️ No More Residential Headaches Many of our partners have successfully transitioned from residential cleaning to focus on multifamily cleaning&mdash...

...marketing agencies. The platform should be user-friendly, scalable, and feature-rich, designed to streamline agency operations and improve productivity. Key Features Required: Clients: Manage client information and interactions efficiently. Invoices: Simplify billing and get paid faster. Flows: Oversee and manage internal projects seamlessly. Tasks: Organize and track tasks for improved workflow. CRM: Track leads and manage customer relationships effectively. Chat: A built-in messaging system to ensure no messages are missed. Brain: Centralized management for SOPs and notes. Dashboard: A comprehensive overview of the agency’s performance and operations. Requirements: Responsive and modern design. Scalable architecture to accommodate future growth. Secure authentication and...

I've downloaded a Perfex CRM backup before migrating to a new server. Now, I need someone to help restore my backup to the new server (same domain). I've got both the PHPMyAdmin (MYSQL) file and the zip file downloaded from the Perfex CRM backup module. Key tasks: - Restore the current version of my Perfex CRM backup without any version upgrades. - Verify the integrity of the data post-restoration. Please note, there is no need for new server configuration, just the restoration of the backup. Skills in server management, data verification, and experience with Perfex CRM are highly desirable. Since this is a small job so what the project price is

Hi, I'm Rakesh. I need assistance with data entry tasks, specifically form filling. Ideal Skills: - Proficient in using HubSpot and understanding CRM systems. - Attention to detail for accurate form filling. - Ability to meet deadlines. Please reach out if you can assist me with this project.

...The solution must integrate seamlessly with our existing bespoke insurance system, enabling customers to obtain home and contents insurance quotes, verify eligibility through underwriting guidelines, and bind policies with payment options. 2. Project Goals and Objectives • Develop a user-friendly platform for online quoting and policy binding. • Ensure integration with our SQL database and CRM system via API. • Provide customers with secure payment options (annual and monthly instalments - already have api connected to gateway for annual payment) • Deliver a solution that complies with Australian data security and privacy regulations. 3. Scope of Work The project includes: 3.1 Core Features • Online quote form with all relevant custo...

...compatible with both mobile and laptop platforms. This dialer should incorporate progressive and predictive dialing features, akin to a BPO dialer, with both SIM and cloud-based calling capabilities similar to Neodove. Key Features: - Full compatibility with all platforms: Android, iOS, Windows, and macOS - Call recording - Call analytics - Agent monitoring While I am not certain about immediate CRM or software integrations, the design should allow for seamless future integrations if necessary. Ideal Skills: - Proficient in cross-platform application development - Extensive experience in telecommunication software development - Knowledge in implementing call recording, analytics and monitoring features This project requires a freelancer with a strong technical background, a...