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    2,000 crm crm знайдені роботи

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

    $250 - $750
    Угода про нерозголошення
    $250 - $750
    0 заявки

    ...skilled professional to set up a Zapier and Zoho CRM automation for me. The task is to create a Zap that triggers upon a form submission and performs a series of actions in Zoho CRM. Key Tasks: - Trigger: Upon receiving a form submission, the Zap should initiate. - Action: Create a new record in Zoho CRM for every form submission. - Additional Actions: After creating the new record, the Zap should: - Send a follow-up email. - Add the lead to a marketing campaign. - Update a status field. Ideal Skills: - Proficient in using Zapier and Zoho One CRM. - Experience in setting up automated workflows. - Ability to create effective and engaging follow-up emails. - Knowledge in managing and updating CRM status fields. - Skills in integrating CR...

    $194 Average bid
    $194 Сер. заявка
    72 заявки

    ...with Calculations and CRM Integration Project Description: I need a professional fillable PDF form created based on an Excel sheet containing calculations. The form must be designed to collect user inputs, perform automatic calculations, and integrate with Teamleader CRM. Additionally, the form should include a thank-you page and have an aesthetically pleasing design. Scope of Work Create Fillable PDF Form: Convert the fields and calculations from the provided Excel sheet into a fillable PDF form. Ensure all required fields are clearly labeled and logically organized. Include automatic calculations within the PDF, replicating the formulas from the Excel sheet. Teamleader CRM Integration: Ensure the fillable form can send user-submitted data directly to Teamleader ...

    $476 Average bid
    $476 Сер. заявка
    36 заявки

    ...and transactions. High Availability: Guarantee of high platform availability with minimal downtime. 4. Technological Requirements Static Site Generator: Use a static site generator to create a fast and secure frontend. Frontend: Development of the user interface based on JavaScript and Vue.js. Backend: Implementation of the server part based on Nuxt.js. CRM: Integration with Intercom for customer interaction management and technical support. JavaScript Frameworks: Use , Vue.js, and Redux for state management and building interactive interfaces. Tag Managers: Integration with Google Tag Manager for tag management on the site. Retargeting and Advertising: Use AdRoll and Criteo for user retargeting and advertising. RUM: Cloudflare Browser

    $1411 Average bid
    $1411 Сер. заявка
    87 заявки

    ...photographic landing/home page. - A immediate (thumbnails) property show functionality: This is essential for potential buyers to easily navigate through available listings. No need searching key feature. - A form system to generate an acquisition list: This list should consist of new properties ready to be put on sale. - Import a XML file for data/photo/virtual-tour import sharing from external CRM program. - Generating a PDF file for mailing properties datasheet sharing. - Sharing single property link feature via Whatsapp/Telegram/Messanger. - Blog feature must be present. - All access, password, program source list code must be released for security and future in site developement. The ideal freelancer for this project should have a strong background in web development, part...

    $499 Average bid
    $499 Сер. заявка
    183 заявки

    ...queries, provide assistance, and follow up on abandoned carts. The ideal candidates will have excellent English communication skills, experience with CRM systems, and the ability to follow scripts and repetitive workflows. This is a full-time role requiring 40 hours per week per operator with working hours from 10 AM to 6 PM EST. Training and call scripts will be provided. Bullet Points: Handle ~50 inbound calls/day. Conduct ~30 outbound follow-up calls/day for abandoned carts. Ensure excellent customer service and satisfaction. Work hours: 10 AM to 6 PM EST, Monday–Friday (40 hours/week). Proficient in English (written and verbal). Familiarity with CRM tools (e.g., Zendesk, HubSpot, or similar). Ability to follow scripts and handle repetitive tasks. Willingness to...

    $18 / hr Average bid
    $18 / hr Сер. заявка
    10 заявки

    More details: What type of communication features are you looking to add? Instant messaging, Voice calls What types of documents need to be shared within the CRM? PDFs, Word Documents, Spreadsheets What specific functionalities do you want to leverage from ChatGPT integration? Task automation

    $577 Average bid
    $577 Сер. заявка
    99 заявки
    Web-Based CRM for Insurance Agent
    Закінчився left

    I'm looking for a CRM system tailored for an individual insurance agent like myself. The system should encompass the following core functionalities: - Client Management: Keeping track of all my clients, their details, and interactions. - Policy Tracking: Monitoring the policies sold and their status. - Automated Reminders: Alerts for policy renewals, client follow-ups, etc. - Profit and Loss Calculation: A built-in system to compute my earnings and expenses. The CRM should also integrate smoothly with various platforms: - Email Services: For easy communication with clients. - Calendar Apps: To help schedule appointments and reminders. - Accounting Software: For managing my finances. - WhatsApp: For instant messaging with clients. The preferred access mode for this ...

    $263 Average bid
    $263 Сер. заявка
    11 заявки

    ...with any of the voice ai platforms: , retellai, vapi, , etc. Integrations: - CRM Systems (like Go High Level): The agent needs to be able to sync with popular CRM systems to track leads and manage client relationships effectively. - Calendar Applications (like Google Calendar, Calendly): The scheduling aspect of the agent should be integrated with calendar applications to ensure seamless and efficient booking. Ideal Skills: - Voice AI Developer: Extensive experience in building high quality voice AI tools from a - z. - AI & Machine Learning: Proficiency in integrating Voice AI technology is highly desirable. - CRM & Calendar Integration: Experience in integrating with CRM systems and calendar applications is crucial. Please provide examp...

    $1872 Average bid
    $1872 Сер. заявка
    92 заявки

    ...appointments efficiently. - Client Communication and Follow-ups: Interacting with clients, following up on inquiries, and ensuring excellent customer service. - Document Preparation and Organization: Assisting with the preparation and organization of documents. Proficiency in the following software is crucial: - Microsoft Office Suite: Excellent skills in Word, Excel, and PowerPoint are necessary. - CRM Software: Familiarity with customer relationship management software is essential for tracking client interactions and managing relationships. - Google Workspace: Proficiency in Google Docs, Sheets, and Calendar is needed as we will use this platform regularly. I'm looking for an Entry-level Personal Assistant with 1-2 years of experience. While this is an entry-level posi...

    $437 Average bid
    $437 Сер. заявка
    86 заявки
    Full Time Virtual Assistant Needed
    Закінчився left

    ...with the brand’s style, colors, and tone. Editing images as needed for social media or promotional campaigns. Email Communication Sending follow-up emails to RSVPs and leads. Assisting with email campaign scheduling and updates. Ensuring emails are accurate, professional, and timely. Sales Support Making follow-up sales calls to potential clients and leads. Tracking progress and outcomes in a CRM or provided spreadsheet. Providing updates on sales performance and feedback from clients. TO BE CONSIDERED: Please use the phrase I CAN DO THIS and confirm your price per hour as well as minimum hours you can work per week and Maximum hours you can work per week Please include your work portfolio and be aware we will need to hop on a zoom call - if your portfolio DOES NOT s...

    $6 / hr Average bid
    $6 / hr Сер. заявка
    48 заявки

    I'm looking for an expert Website Developer with extensive Hub CMS experience to design and develop a dynamic corporate website. The site should deliver exceptional user experience...techniques (image compression, caching, minification, etc.). Ability to translate mockups and wireframes into functional web pages. Understanding of accessibility standards and how to implement them in web design. Preferred Qualifications: Experience with other CMS platforms (WordPress, Drupal, etc.) is a plus. Knowledge of graphic design tools like Adobe Photoshop or Figma. Familiarity with CRM systems, marketing automation, or email campaign tools. Basic knowledge of server-side technologies like PHP or Node.js is a bonus. Please provide examples of your previous work that align with thes...

    $277 Average bid
    $277 Сер. заявка
    25 заявки
    VoIP Integration with REX CRM
    Закінчився left

    I need a API links professional to help me connect my VoIP phone system to my REX CRM. The primary purpose of this integration is to automate call logging. This will save time and reduce manual errors, allowing for more accurate call records. Key Responsibilities: - Connect VoIP system with REX CRM - Ensure automation of call logging - Maintain seamless integration with customer profiles within CRM Ideal skills for this project would include expertise in VoIP systems, REX CRM, and experience with CRM-telephony integrations. Understanding of call logging processes and customer profile management is a plus. The ultimate goal is to streamline our call management processes and enhance our overall efficiency.

    $228 Average bid
    $228 Сер. заявка
    40 заявки
    Connettore tra 2Chat e Odoo
    Закінчився left

    Abbiamo un abbonamento con 2Chat e ci servirebbe un'integrazione con Odoo, in modo tale da poter inviare messaggi in automatico su Whatsapp ai nostri clienti in base alla fase in cui si trovano nel CRM.

    $23 Average bid
    $23 Сер. заявка
    6 заявки
    Interactive Australian Business Map
    Закінчився left

    I'm looking for a web-based interactive map of Australia that can showcase various bus...categories/subcategories for businesses (e.g., type of business, ownership group, product, postcodes, brand). - Clickable business points on the map leading to basic snapshot profiles. Backend Requirements: - Simple, open-source style CRM. - Drag-and-drop functionality to move businesses through different, customizable stages. - Detailed profiles for each business on the backend with capabilities to schedule calendar appointments and add notes. Ideal Skills and Experience: - Proficient in web development with experience in creating interactive maps. - Familiarity with CRM systems and backend development. - Previous work with open-source software is a plus. - Strong understanding of...

    $499 Average bid
    $499 Сер. заявка
    174 заявки

    As a small business owner, I have chosen Pipedrive as my CRM tool primarily to manage my sales pipeline. I need a professional to set it up for me, provide training on its usage, and offer consulting services from time to time to ensure its optimal functioning. Key Responsibilities: - Set up Pipedrive CRM tailored to manage my sales pipeline. - Provide comprehensive training on how to use the platform. - Offer periodic consulting sessions to troubleshoot and optimize usage. I will be the sole user of this CRM, so the setup should be straightforward and user-friendly. Ideal Skills: - Extensive experience with Pipedrive CRM - Strong background in sales and CRM management - Excellent training and communication skills I need someone who can help me track...

    $113 Average bid
    $113 Сер. заявка
    71 заявки

    Business Development Partner ( Get 10% of the Project Cost). Minimum Ticket size: $10,000 Position: Business Development Specialist (Freelancer) Industry: IT Services & Solutions Location: Remote Target Markets: USA and Europe Overview: We are seeking an experienced and results-driven Business Development Spe...records of leads, contacts, and progress. Regularly update us on outreach efforts and results. Requirements: Proven experience in business development, sales, or client acquisition (preferably in IT). Strong understanding of the IT industry, including software development and digital solutions. Excellent communication and negotiation skills in English. Familiarity with LinkedIn Sales Navigator, CRM tools, and other outreach platforms. Ability to work independently and m...

    $80 Average bid
    $80 Сер. заявка
    3 заявки

    I'm looking for an expert in Excel who can help me manage various aspects of my business using this powerful tool. Key Responsibilities: - Inventory Man...forecasting, and expense tracking. - Data Analysis: Examine sales data, transportation costs, administrative expenditures, and stock valuations to derive actionable insights. Ideal Skills and Experience: - Proficiency in Excel with a strong understanding of custom formulas. - Experience with creating automated reports and dashboard visuals. - Background in accounting and customer relationship management (CRM) is a plus. - Ability to create user-friendly dashboards for easy navigation and understanding. This project is not only about crunching numbers, but also about providing a clear and comprehensive view of the business...

    $80 Average bid
    $80 Сер. заявка
    24 заявки
    Meta API Integration for Lead Capture
    Закінчився left

    I'm looking for a professional who can integrate the Meta API with my CRM for lead capture. Ideal Skills and Experience: - Expertise in API integrations, particularly with Meta - Prior experience with lead capture integrations - Strong problem-solving skills for workflow advisement - Excellent communication skills for project updates and advice

    $140 Average bid
    $140 Сер. заявка
    16 заявки

    ...**Description:** We are seeking an experienced Power BI developer to create a comprehensive report for our sales and marketing data. The ideal candidate should have a strong background in data visualization and analysis, with a proven track record of delivering high-quality Power BI reports. **Project Requirements:** 1. **Data Integration:** - Integrate sales and marketing data from various sources (e.g., CRM, ERP, Excel files). - Ensure data accuracy and consistency. 2. **Report Design:** - Create visually appealing and interactive dashboards. - Include key metrics such as sales performance, marketing campaign effectiveness, customer segmentation, and ROI analysis. - Design reports that are easy to navigate and understand. 3. **Data Analysis:** - Perform in-...

    $11 / hr Average bid
    $11 / hr Сер. заявка
    49 заявки

    ...**Description:** We are seeking an experienced Power BI developer to create a comprehensive report for our sales and marketing data. The ideal candidate should have a strong background in data visualization and analysis, with a proven track record of delivering high-quality Power BI reports. **Project Requirements:** 1. **Data Integration:** - Integrate sales and marketing data from various sources (e.g., CRM, ERP, Excel files). - Ensure data accuracy and consistency. 2. **Report Design:** - Create visually appealing and interactive dashboards. - Include key metrics such as sales performance, marketing campaign effectiveness, customer segmentation, and ROI analysis. - Design reports that are easy to navigate and understand. 3. **Data Analysis:** - Perform in-...

    $23 / hr Average bid
    $23 / hr Сер. заявка
    23 заявки

    I'm looking for a professional who can create multi-page Jotform templates for my insurance brokerage. I am looking to partner with someone to build a full suite of forms, for different application in my business. Once that project is complete, my next project will be engage a CRM and to store the data in an SQL database together with other data collected. Attached are some sketches of what is required.

    $23 / hr Average bid
    $23 / hr Сер. заявка
    31 заявки

    I need a CRM Blazor Server App UI/UX with a modern, visually appealing design. The application will use Syncfusion controls for a dashboard page, calendar page, Login page, and an Attractive Menu Key Requirements: - Phase 1 is purely UI/UX with no functionality. - All design should be implemented using Bootstrap, CSS, and JQuery. - A strong emphasis on creating a visually attractive interface. Ideal Skills: - Extensive experience in UI/UX design, particularly for server apps. - Proficient in .Net Blazor, Bootstrap, CSS, and JQuery. - Strong understanding of modern design aesthetics.

    $154 Average bid
    $154 Сер. заявка
    71 заявки

    I'm seeking a proficient developer to create an AI Voice Assistant. This assistant should adeptly handle phone calls for businesses and efficiently organize data via CRM systems integration. Key Responsibilities: - The AI should equally focus on managing phone calls and organizing data. - During calls, it should answer customer inquiries and transfer calls to the appropriate department. Requirements: - Strong experience in AI and Voice Assistant development. - Proficiency in CRM systems integration. - Excellent understanding of call handling and data organizing tasks. - Prior experience in developing business-oriented AI Voice Assistants would be a significant advantage.

    $34 / hr Average bid
    $34 / hr Сер. заявка
    3 заявки

    ...atracción de leads usando IA para segmentación inteligente. • Utilizar datos de clientes actuales para diseñar estrategias de targeting y mejorar la calidad de los leads. • Implementar y automatizar el funnel de ventas, incluyendo el agendamiento automático de reuniones o visitas mediante WhatsApp o CRM. • Monitorear y optimizar campañas para maximizar conversión y ROI. Requisitos • Experiencia comprobada en marketing digital para proyectos inmobiliarios. • Conocimiento de herramientas de CRM, automatización de WhatsApp Business, ManyChat, ActiveCampaign, HubSpot o similares. • Habilidad para aplicar IA en la segmentación y optimización de campañas. • Portafolio...

    $22 / hr Average bid
    $22 / hr Сер. заявка
    5 заявки
    Dolibarr ERP/CRM Setup on Siteground
    Закінчився left

    I need an expert to install and configure Dolibarr ERP/CRM on a subdomain of my active Siteground server, using a PostgreSQL database. The installation should be the latest stable version of Dolibarr. Key Requirements: - Set up a subdomain on Siteground - Install Dolibarr ERP/CRM - Configure necessary modules as per detailed annex - Use PostgreSQL database - Ensure all features work seamlessly - Securizing subdomain login as per annexed description Ideal Skills: - Extensive experience with Dolibarr ERP/CRM - Proficient in server management, particularly Siteground - Skilled in PostgreSQL database setup and management - Excellent understanding of ERP/CRM modules - Able to follow detailed configurations from an annexed document

    $127 Average bid
    $127 Сер. заявка
    17 заявки

    I'm in need of a dedicated virtual assistant, preferably from an agency, to help qualify leads for our used car sales. The w...to help qualify leads for our used car sales. The work hours will be from 8am to 9pm UK time, which may require coordination across time zones. Key Responsibilities: - Qualifying leads on our CRM with a provided script - Utilizing our ChatGPT service for assistance - Collaborating with real staff when encountering difficulties Training and Support: - Comprehensive training will be provided to ensure you are equipped for the role - Regular and ongoing service required Ideal Candidate: - Experience in the motor trade is a significant advantage - Excellent customer service skills - Proficiency with CRM systems is a plus, but not mandatory as tra...

    $9 / hr Average bid
    $9 / hr Сер. заявка
    108 заявки
    Web App Developer for Internal Tools
    Закінчився left

    I'm looking for a talented web app developer (no agencies please) to help build multiple internal tools to streamline our workflow. We need a comprehensive Visitor Management system, alongside tools for Customer and Field Team Management. Key Requirements: - Develop a...Management system, alongside tools for Customer and Field Team Management. Key Requirements: - Develop a Visitor Management tool with features including: - Visitor check-in - Badge printing - Visit reports - Create other management tools as needed - Integrate with third-party or open-source CRMs for data collection and tracking Ideal Skills: - Proficiency in web app development - Experience with CRM integration - Ability to automate tasks within a company I would like to connect and discuss my requirem...

    $17 Average bid
    $17 Сер. заявка
    9 заявки

    ...**Description:** We are seeking an experienced Power BI developer to create a comprehensive report for our sales and marketing data. The ideal candidate should have a strong background in data visualization and analysis, with a proven track record of delivering high-quality Power BI reports. **Project Requirements:** 1. **Data Integration:** - Integrate sales and marketing data from various sources (e.g., CRM, ERP, Excel files). - Ensure data accuracy and consistency. 2. **Report Design:** - Create visually appealing and interactive dashboards. - Include key metrics such as sales performance, marketing campaign effectiveness, customer segmentation, and ROI analysis. - Design reports that are easy to navigate and understand. 3. **Data Analysis:** - Perform in-...

    $71 Average bid
    $71 Сер. заявка
    34 заявки
    Suite CRM expert!
    Закінчився left

    More details: CRM Setup Goals for SuiteCRM: Twilio Integration: Link SuiteCRM with Twilio to enable phone call logging and voice recording. Ensure the CRM can manage incoming and outgoing calls, save call history, and allow tracking of communication with customers. Enable the ability to transfer numbers seamlessly and track outreach efforts efficiently. Google Calendar Integration: Sync jobs and tasks with Google Calendar to streamline team scheduling. Allow shared calendar access for real-time updates on job assignments, deadlines, and team availability. Invoice and Billing System: Implement a module for generating, tracking, and sending invoices directly from SuiteCRM. Ensure the system integrates with your accounting software (e.g., QuickBooks) for a smooth billing work...

    $88 Average bid
    $88 Сер. заявка
    14 заявки

    I'm looking for an experienced data analyst to set up Google Data Studio for monitoring my marketing campaign performance. The ideal candidate should have a deep understanding of Google Data Studio, Google Analytics, and various social media platforms. Key Requirements: - Integration of Google Data Studio with Google Analytics, Social Media Platforms (FB Ads), and our CRM (KEAP, GHL), Linkedin - Focus on tracking and visualizing conversion rates primarily - Ability to present data in a clear, understandable manner I'm particularly interested in insights related to conversion rates, so experience with e-commerce or lead generation analysis would be a plus. Please provide examples of previous Google Data Studio projects you've completed.

    $293 Average bid
    $293 Сер. заявка
    19 заявки

    ...service provider may halt the campaign and pause his services until payment is cleared 8. Support, Deliverables and Timeline Policies 8.1. The campaign traffic will be mainly directed to a dedicated landing page associated with a CRM Panel 8.2. Only relevant Sales (Scope of SoftMeal) are considered in this agreement. 8.3. A Sale is confirmed once a paid invoice is generated and attached in the CRM panel matching all client details. 8.4. The Client will deal with servicing incoming leads and conclude sales, mark them done and share a paid invoice as a proof attached in the CRM. 8.5. Both parts will have concurrent access to Panel to have a detailed look on leads details, confirmed sales or lost deals. 8.6. The above set target (8 = 2 + 3+3 Sales ) is considered bindi...

    $2304 Average bid
    $2304 Сер. заявка
    19 заявки

    I'm seeking an experienced developer or team to create a cloud-based, multi-tenant (SAAS model), user-friendly CRM system. The front-end will be built using Angular, while the backend API will be developed using .NET Core. Key Requirements: - The CRM should manage various customer interactions, including email communications, phone call tracking, and live chat support. - It should incorporate sales pipeline management and automatic lead scoring as crucial sales tracking features. - The system needs to handle different types of leads: cold, warm, and hot. - The design must prioritize a user-friendly interface for end-users, coupled with a scalable backend. Ideal Skills and Experience: - Proficiency in Angular for front-end development. - Extensive experience with .NET C...

    $1210 Average bid
    $1210 Сер. заявка
    28 заявки

    ...developer to augment my bespoke recruitment agency's CRM with a new 'Bookings' module. This is a continuation of work on a previously created MVP version, so familiarity with the existing setup is crucial. Key Aspects of the Project: - Development of a 'Bookings' section within the CRM. - Incorporation of a 'Timesheets' subsection with features including: Automated calculations, Approval workflows, and Reporting & Analytics. - Calendar integration within the 'Bookings' module, ensuring seamless scheduling capability. - Future scalability to include 'Marketing' functionalities, and integrated Email & SMS capabilities. Ideal Candidate: - Proven expertise in FileMaker software development. - Prior experience in ...

    $1335 Average bid
    Терміновий
    $1335 Сер. заявка
    81 заявки
    Sales & Marketing CRMs Setup
    Закінчився left

    I'm in need of a skilled professional to set up my Sales and Marketing CRMs. The two platforms in use are Real Geeks and KVCore. Key Requirements: - Implement lead management functionalities to track potential customers. - Configure email marketing automation to streamline our communication stra...are Real Geeks and KVCore. Key Requirements: - Implement lead management functionalities to track potential customers. - Configure email marketing automation to streamline our communication strategies. - Set up reporting and analytics features for performance evaluation and strategy adjustments. Ideal Skills: - Proficiency in Real Geeks and KVCore. - Strong understanding of sales and marketing CRM requirements. - Experience in setting up lead management, email automation and anal...

    $118 Average bid
    $118 Сер. заявка
    15 заявки

    ...software development projects (milestones, due dates, calendar, training). Schedule meetings and access live chat support. Profile management and logout. Employee Portal (Web Only): Dashboard with task statistics, bonuses, and productivity reports. Task management and bonus applications. Ticketing system for client support. Employee details (salary, joining date, leave requests). Sales pipeline, CRM, HR, and finance modules. Admin Portal (Web Only): User management (clients, employees, admins). Service and order management. Reporting and analytics. System configuration. Nonfunctional Requirements Performance: Page load times under 3 seconds, scalable for a large number of concurrent users. Security: Secure authentication, data encryption, and protection against vulnerabilities...

    $2329 Average bid
    $2329 Сер. заявка
    90 заявки

    Sou proprietário de 4 faculdades no Mato Grosso. Tenho um funil de interessados muito grande que minha equipe não da tempo de entrar em contato. Preciso de freelancers que entrem em contato tirem as duvidas e enviem o boleto da matrícula através da nossa plataforma de boletos e CRM. Solicite a documentação atraves da nossa plataforma de whatsapp e agende a aula presencial após o recebimento da taxa de matricula por boleto ou pix. Uma média de 5 ativações dia. Pagamos R$50,00 por ativação. Dou treinamento e as mensagens prontas para whatsapp, a ideia é tornar bem pessoal mandando audio em cima dos textos disponibilizados.

    $119 Average bid
    $119 Сер. заявка
    27 заявки

    I'm lookin...The platform should: - Display designer portfolios linked to a magazine page. - Manage projects through an integrated CRM system. - Facilitate online shopping for interior products. Key features of the CRM include: - Task management - Client communication - Document storage - Payment management - Approval system for budget increases - Updates on project site - Material requirements - Attendance tracking Essentially, this platform should handle payments, sell products, and provide a seamless communication and project management experience. Ideal candidates for this project should have extensive experience in developing similar platforms, with strong skills in ecommerce, CRM integration, and UX/UI design. Please provide examples of similar projects y...

    $251 Average bid
    $251 Сер. заявка
    3 заявки

    I'm lookin...The platform should: - Display designer portfolios linked to a magazine page. - Manage projects through an integrated CRM system. - Facilitate online shopping for interior products. Key features of the CRM include: - Task management - Client communication - Document storage - Payment management - Approval system for budget increases - Updates on project site - Material requirements - Attendance tracking Essentially, this platform should handle payments, sell products, and provide a seamless communication and project management experience. Ideal candidates for this project should have extensive experience in developing similar platforms, with strong skills in ecommerce, CRM integration, and UX/UI design. Please provide examples of similar projects y...

    $595 Average bid
    $595 Сер. заявка
    10 заявки

    ...SMB, I am in need of a tailored CRM system that primarily focuses on enhancing our customer relationship management capabilities. This system must also incorporate workforce management features. Key Features: - Comprehensive Contact Management: The system should allow for efficient tracking and managing of customer interactions. - Effective Task Management: The CRM should facilitate the assignment and tracking of tasks within the team. - Resource Management: It should provide tools for managing our resources effectively. - Robust Reporting: The system should be able to generate insightful reports. - KPI Management: The CRM should have capabilities for tracking our key performance indicators. Contact Management Requirements: - Customer Segmentation: The CRM...

    $4554 Average bid
    $4554 Сер. заявка
    24 заявки

    I'm looking for someone who can help me connect my CRM with WhatsApp through Twilio and Zapier. Every new lead that enters my CRM should automatically receive a WhatsApp welcome message. I've already done most of the setup, including registering a number on Twilio. I just need help with the configuration. The WhatsApp message will include the client's name and should be sent to all new leads without any conditions. Ideal skills for this project include: - Experience with CRM - Proficiency in using Twilio and Zapier - Ability to configure automated messaging systems

    $25 Average bid
    $25 Сер. заявка
    14 заявки

    ...User-friendly interface for applicants and internal staff. Automated underwriting rules for HL and LAP. Configurable workflow for different loan products. Real-time status tracking for applicants. Loan Management System (LMS) Modules to Include: Loan Disbursement EMI Calculation and Schedule Generation Payment and Repayment Management Delinquency and Collection Management Customer Relationship Management (CRM) Reporting and Analytics Key Features: Automated EMI reminders and notifications. Flexible repayment options (prepayments, part payments). Integration with third-party payment gateways. Dashboards for portfolio performance monitoring. Legal and compliance tracking (e.g., property lien management). 4. Functional Requirements Loan Origination System (LOS): User Roles: Cust...

    $527 Average bid
    $527 Сер. заявка
    14 заявки

    ...THIS FLIEND AND EXPERIENCED IN SALES I need a WordPress website for my beauty salon. It should have a CRM engine for bookings and payments, as well as automations for marketing campaigns and reminders via WhatsApp for managing clients. The main goal of this project is to enhance my marketing efforts through this website. Key Requirements: - Integration of a CRM for bookings and payments - Implementation of automated marketing campaigns and WhatsApp reminders - Aesthetically pleasing design consistent with my logo and color scheme The website should also include: - Descriptions and pricing for our services - Client testimonials If you're skilled in WordPress and have experience with CRM integration and automation, I'd love to hear from you. Please be...

    $145 Average bid
    $145 Сер. заявка
    66 заявки
    IT Sales Specialist Needed
    Закінчився left

    ...Experience in lead generation, B2B sales, and negotiating IT service contracts. • Proven ability to achieve or exceed sales targets in the IT sector. 3. Technical Understanding: • Basic knowledge of programming, software development lifecycle, and IT system architecture. • Understanding of emerging technologies such as AI, IoT, cybersecurity, and data analytics. 4. CRM and Sales Tools Proficiency: • Hands-on experience with CRM platforms like Salesforce, HubSpot, or Zoho. • Skilled in using sales automation tools and analytics software. 5. Market Research and Analysis: • Ability to analyze market trends and competitor offerings to craft compelling sales strategies. 6. Client-Focused Communication: • Expertise in presenting tech...

    $654 Average bid
    $654 Сер. заявка
    10 заявки

    We are developing a Hospital Management System (HMS) using Odoo, where the Doctor Dashboard is a critical feature. The goal is to dynamically display all patient records in the Doctor Dashboard, enable doctors to record consultation details seamlessly, and maintain a consultation history log for each patient, similar to how activities and records are logged in Odoo CRM for quotations/invoices. Current Problem The current implementation does not fulfill the following key requirements: Patient Listing: The Doctor Dashboard does not dynamically display all patient records from the Patient model. Key patient details (e.g., Name, DOB, Email) are missing or not properly displayed. Workflow: The workflow to navigate from the dashboard to a consultation form for recording

    $24 Average bid
    $24 Сер. заявка
    7 заявки
    Lead & Ticket API Integration
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    I'm looking for an expert who can create API connections to lead and ticket APIs. The API connections need to integrate with both our CRM systems (specifically Syncro) and our Helpdesk software. Ideal Skills: - Extensive experience in API development and integration - Proficiency in working with CRM systems, particularly Syncro - Familiarity with Helpdesk software - Knowledge in handling lead and ticket APIs

    $176 Average bid
    $176 Сер. заявка
    7 заявки

    I'm looking for a proficient solution architect with extensive experience in integrating Microsoft Dynamics 365 with various systems. Key Areas of Focus: - Integrating Microsoft Dynamics 365 with ERP systems, CRM systems, and third-party applications. Ideal Skills and Experience: - Deep understanding and hands-on experience with Microsoft Dynamics 365 - Proven track record in system integration - Experience with ERP and CRM systems - Familiarity with various third-party applications - Strong problem-solving skills and attention to detail

    $13 / hr Average bid
    $13 / hr Сер. заявка
    10 заявки
    Real Estate CRM App Development
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    I'm seeking an experienced mobile app developer to build a comprehensive real estate app with a primary focus on CRM capabilities. Key Features: - CRM: The app should effectively manage client relationships, tracking interactions, preferences, and history to streamline communication and enhance customer service. - Data Storage & Record Keeping: The app needs robust data management features to store and track various records including client information, property details, and employee attendance. Ideal Skills & Experience: - Proven experience in developing real estate apps or CRM applications - Proficiency in data management and storage systems - Strong understanding of mobile app development best practices - Excellent problem-solving skills and attenti...

    $74 Average bid
    $74 Сер. заявка
    22 заявки

    More details: You must have detailed and specific experience with GoHighLevel CRM customisations / calendars / appointments / contact profiles. Go High Level CRM calendar customisations. For my users to be able to make appointments for a customer from within a customer profile, populating the appointment with data inside the profile, sending notifications to multiple parties and having the customer be able to upload documents back on the confirmation email. What notification methods do you prefer for multiple parties? Email and SMS Which data fields from the customer profile should be included in the appointment details? Customer name and contact details, Preferences and special requirements, Questionnaire info How should the customer upload documents back on the confirm...

    $29 / hr Average bid
    $29 / hr Сер. заявка
    2 заявки
    AI Chatbot Solution Sales BDM Needed
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    ...targets, with a focus on securing recurring subscription clients. • Collaborate with the onboarding and support teams to ensure a smooth client transition. What We Offer • Unlimited earning potential: Earn £100 per new subscriber you bring onboard, with no cap on commissions. • Flexible work environment: Work remotely and set your own schedule. • Sales tools and support: Access to training, CRM tools, and marketing collateral to help you succeed. • Career growth opportunities: Potential to grow into a regional management role as the business scales. What We’re Looking For The ideal candidate will have: • Proven B2B sales experience: Experience in selling technology or SaaS solutions is a plus. • Strong communication and neg...

    $1694 Average bid
    $1694 Сер. заявка
    3 заявки