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    2,000 crm workflow Nalezené pracovní možnosti

    I'm seeking an architect who can create a a quick dental space plan on an existing floor plan for a general dental practice. I dont need a lot of detail as this is only space plan. The ideal candidate will have experience designing for medical or dental facilities. A keen understanding of the workflow in a dental practice will be beneficial to create an optimal layout.

    €113 Average bid
    €113 Průměr. nabídka
    38 nabídky

    ...features and prices of products and services and present their benefits. Do prior research to understand potential client’s requirement Ask pertinent questions to understand the customer’s requirements. Persuade the customer to buy by explaining how products or services can meet/compliment their needs and requirements. Record the customer’s personal information accurately in a computer/CRM system and share with the management as directed. Deal with complaints or doubts to safeguard the company’s reputation. Go the “extra mile” to meet sales quota and facilitate future sales. Keep records of calls and sales and record useful information. Schedule appointments for sales representatives to meet with potential clients. Ge...

    €4 / hr Average bid
    €4 / hr Průměr. nabídka
    13 nabídky

    ...Requirements Document (BRD), develop UI/UX wireframes and workflows, and create comprehensive technical and business documentation for an advanced SaaS platform. We have already developed an initial BRD outlining the core vision, monetization strategy, user roles, integrations, and technical considerations. However, the document requires significant enhancements to improve feature breakdowns, workflow clarity, monetization models, and testing frameworks. The Business Analyst will work closely with our team to ensure the documentation is clear, structured, and suitable for development. Full project details will be shared with the successful bidder. ◉ What Needs to Be Completed We require a Business Analyst to: 1️⃣ Update & refine the BRD to remove current limitations. 2️⃣ D...

    €470 Average bid
    €470 Průměr. nabídka
    53 nabídky

    I'm look...looking for an experienced web developer who can create tailored casino templates for me. The templates should come fully equipped with a CRM, email system, coupon code functionality, and a chat system. Key Features Include: - CRM: The CRM should be capable of managing customers, tracking sales, and providing analytics reports. - Email System: This should handle transactional emails and have automated marketing email capabilities. - Coupon Code System: A reliable system for generating and managing coupon codes. Ideal Candidate: - Proven experience in web development, particularly in creating casino templates. - Strong understanding and experience with CRM and email systems. - Capable of integrating a chat system into the templates. - Familiarit...

    €498 Average bid
    €498 Průměr. nabídka
    82 nabídky

    ***** only specific suggestions are taken into consideration ***** ***** because it is a important and experience oriented project ***** Project Overview We are developing an AI-powered intelligent workflow automation system that enables users to interact with an AI assistant for dynamic data processing, multi-user coordination, and personalized insights. The system should understand user requests, retrieve and summarize relevant information, automate workflows, and provide AI-powered suggestions. This will be a hybrid AI system, leveraging both private cloud-based AI processing for general tasks and online AI models (e.g., OpenAI, DeepSeek) for complex reasoning, ensuring cost-efficiency and scalability. Important Notes ✅ The mobile application is NOT a necessary deliverable&m...

    €4634 Average bid
    €4634 Průměr. nabídka
    29 nabídky

    **Job Title**: Cold Email Outreach System Specialist **Job Description**: We are searching for a skilled Cold Email Outreach System Specialist to design and implement a robust outreach solution. This role requires expertise in integrating and leveraging Apollo, , and to create an automated workflow that identifies new businesses and their founders for cold email campaigns. **Responsibilities**: * Set up and manage the end-to-end cold email outreach system. * Utilize Apollo, , and to automate the search and data scraping of new business contacts. * Pull and Push data to our Salesforce system * Ensure accurate extraction and organization of founders' contact information. * Implement effective data management practices to maintain

    €25 / hr Average bid
    €25 / hr Průměr. nabídka
    17 nabídky

    ...Requirements Document (BRD), develop UI/UX wireframes and workflows, and create comprehensive technical and business documentation for an advanced SaaS platform. We have already developed an initial BRD outlining the core vision, monetization strategy, user roles, integrations, and technical considerations. However, the document requires significant enhancements to improve feature breakdowns, workflow clarity, monetization models, and testing frameworks. The Business Analyst will work closely with our team to ensure the documentation is clear, structured, and suitable for development. Full project details will be shared with the successful bidder. ◉ What Needs to Be Completed We require a Business Analyst to: 1️⃣ Update & refine the BRD to remove current limitations. 2️⃣ D...

    €649 Average bid
    €649 Průměr. nabídka
    53 nabídky

    ...e-commerce features such as: o AI-Powered Product Search (Image & Voice Search). o Bulk & Wholesale Pricing Tiers. o Verified Supplier & Trust Score System. o Buyer Protection & Trade Assurance. o Multi-Currency Pricing & Instant Exchange Rate Conversion. o Dropshipping & Private Labeling Support. o Logistics & Fulfillment Integration. o Supplier Subscription Plans. o Interactive Business Messaging & CRM for Sellers. o Global Payment Gateway with Multi-Method Checkout. o Multi-Vendor Storefronts. ________________________________________ Required Skills: • Experience with e-commerce and marketplace platforms (Custom solutions or existing platforms). • Experience with social commerce features (video integration, interactive shopping tools)....

    €629 Average bid
    €629 Průměr. nabídka
    174 nabídky

    ...to track product work status (e.g., “In Progress”, “Completed”). • A Sales Supervisor must approve any modifications to sales orders or inventory. B. CRM Functionality • Objective: Salespeople should be able to manage leads and follow through with potential customers. • Requirements: • Salespeople should gather and track customer information through the CRM module. • If a lead does not convert into a sale, they should be able to enter the reason for failure. • Supervisor Approval is required for any CRM-related changes. 2. Manufacturing Department A. Workshop Supervisors’ Role & Workflow • Objective: Manage the production workflow in the two factories and ensure smooth commu...

    €575 Average bid
    €575 Průměr. nabídka
    36 nabídky

    I'm currently facing some challenges with workflow automation on make.com. Specifically, I need assistance debugging some workflow errors. The primary issue I'm encountering is data not being processed correctly. Ideal skills and experience for the job include: - Expertise in - Strong background in workflow automation - Experience debugging workflow errors - Proficiency in troubleshooting data processing issues

    €17 / hr Average bid
    €17 / hr Průměr. nabídka
    8 nabídky

    ...features and prices of products and services and present their benefits. Do prior research to understand potential client’s requirement Ask pertinent questions to understand the customer’s requirements. Persuade the customer to buy by explaining how products or services can meet/compliment their needs and requirements. Record the customer’s personal information accurately in a computer/CRM system and share with the management as directed. Deal with complaints or doubts to safeguard the company’s reputation. Go the “extra mile” to meet sales quota and facilitate future sales. Keep records of calls and sales and record useful information. Schedule appointments for sales representatives to meet with potential clients. Ge...

    €16 / hr Average bid
    €16 / hr Průměr. nabídka
    11 nabídky

    I'm looking for an efficient Executive Assistant who can help me manage my daily workflow. The primary focus will be on data management and organization. Key Responsibilities: - Manage and organize data using Microsoft Excel and Google Sheets - Sync my calendar with existing calendar apps Ideal Skills: - Proficiency in Microsoft Excel and Google Sheets - Experience in data management and organization - Excellent coordination and communication skills Good communication skills Good English spoken as well as written

    €293 Average bid
    €293 Průměr. nabídka
    37 nabídky
    Basic Quick CRM Development
    6 dní left
    Ověřený

    I'm in need of a basic, quick-to-implement CRM system. The primary purpose of this CRM will be to manage customer interactions and track sales quotations and purchase inquiries. Key Responsibilities: - Design a system for tracking sales leads via inbound emails, and automating responses to purchase inquiries. - Implement email integration for seamless management of customer interactions and sales tracking. Ideal candidates for this project would be those with strong CRM development experience, particularly with email integration. Proficiency in automating responses and tracking systems is a plus.

    €202 Average bid
    €202 Průměr. nabídka
    47 nabídky

    I'm seeking an advanced expert in Follow Up Boss specifically tailored for the Real Estate sector. Key Responsibilities: - Efficient Contact Management: Organizing, tracking and nurturing leads to conver...Organizing, tracking and nurturing leads to convert them into clients. - Strategic Email Campaigns: Designing and executing effective email campaigns to engage and follow up with potential clients. - Lead Distribution: Managing and distributing leads efficiently to maximize conversion potential. - effective follow up -calling Ideal Candidate: - Demonstrable advanced expertise in Follow Up Boss CRM - Extensive experience in the Real Estate industry. - Proven track record in contact management, email campaigns and lead distribution. - Excellent organizational and strategic p...

    €4 / hr Average bid
    €4 / hr Průměr. nabídka
    2 nabídky

    I'm looking for a skilled Web Developer who can code some functionalities into my site. The site is likely going to be hosted on WordPress, but I'm open to suggestions if there's a more effective platform. Here's what I need: - An AI Contact and Info pop-up powered by Chat GPT - Integration with HubSpot CRM - Connection to the scheduling app, Motion - A merchandise purchasing section via Square I'm expecting to finalize the design in the next few days, so I would appreciate it if you could let me know your availability for the upcoming week. Thank you and I look forward to your prompt response. Best, Jon The Design Source

    €22 / hr Average bid
    €22 / hr Průměr. nabídka
    163 nabídky

    I'm seeking a digital marketing expert to set up and implement a multi-channel campaign using the Zoho One platform. The target audience is primarily in India. Key Responsibilities: - Prioritize and manage Email campaigns and strategize social media outreach focusing on Facebook, Instagram, and LinkedIn. - Utilize WhatsApp for customer engagement and lead generation. - Ensure all channels interlink effectively to bolster lead generation efforts. Objective: - The primary goal of this campaign is lead generation & conversion Ideal Skills: - Proficiency in the Zoho One platform. - Strong background in email marketing and social media engagement. - Experience in lead generation campaigns. - Knowledge of the Indian market and its digital landscape.

    €315 Average bid
    €315 Průměr. nabídka
    5 nabídky

    I'm in search of an AI consultant who can advise on AI solutions tailored for a professional services company. The primary task will be to streamline the preparation of client proposal documents in Google Docs. I want to explore AI capabilities in: - Content generation - ... extracting necessary data, and automating data transposition into Google Sheets and editable PDF documents. Your expertise should ideally include a deep understanding of AI tools and their applications in a professional services context. Experience in automating document preparation and data processing will be highly beneficial. Your role will be pivotal in helping me leverage AI to enhance workflow efficiency and productivity. Please provide examples of how you've successfully implemented similar so...

    €18 / hr Average bid
    €18 / hr Průměr. nabídka
    27 nabídky

    My team, which has an intermediate level of experience with cold calling, requires training in advanced cold calling techniques. The team currently utilizes a CRM for tracking leads, a VOIP service for making calls, and spreadsheets for organizing data. Ideal Skills and Experience: - Proven experience in cold calling and lead generation - Previous experience in training teams - Proficient with CRM software and VOIP services - Excellent communication and interpersonal skills I am looking for a trainer who can equip my team with the necessary skills to enhance their cold calling effectiveness and improve our overall lead generation success.

    €52 / hr Average bid
    €52 / hr Průměr. nabídka
    12 nabídky

    I've been working with MidJourney at an advanced level, but I'm looking for ways to streamline my process and boost my output to thousands of images quickly. I'm open to creating a variety of image types, from abstract art to graphic designs and realist...quickly. I'm open to creating a variety of image types, from abstract art to graphic designs and realistic photos. Ideal Skills: - Expertise in MidJourney - Experience in image creation - Knowledge of tools and software for image creation - Ability to teach and share effective techniques and strategies Your task will be to guide me on how to leverage MidJourney to its full potential, optimize my workflow and improve my image generation speed. The ultimate goal is to consistently produce thousands of images i...

    €132 Average bid
    €132 Průměr. nabídka
    21 nabídky

    I'm in need of a seasoned ErpNext professional who can assist with both the installation and extensive customization of the platform. The tasks will include: - Adding new modules to meet our specific business needs - Modifying existing modules, with a particular focus on Sales and CRM and Inventory Management - Integrating ErpNext with other necessary systems - Customizing our ERPNext webshop Ideal candidates should have a strong background in ERP systems, particularly ErpNext, and proven experience in system customization and integration. Please provide examples of similar projects you have successfully completed.

    €257 Average bid
    €257 Průměr. nabídka
    6 nabídky

    ...API (OpenAI) Converts voice therapy sessions into text Google Natural Language API or Watson Tone Analyzer Analyzes the user’s emotional state CloudConvert API (Optional) Generates session reports in PDF format Mobile & Web Integration React Native / Flutter to ensure native performance for both Android & iOS PWA (Progressive Web App) support for optimal performance on mobile browsers 2. Core Workflow & User Flow User Registration & Login Users can sign up via email, Google, or Apple authentication JWT or Firebase Auth will handle authentication and security AI Therapist Conversations (Text-Based Therapy) Users start a therapy session, and ChatGPT API processes and generates responses System prompts will be fine-tuned to ensure empathetic, professional respo...

    €2499 Average bid
    €2499 Průměr. nabídka
    103 nabídky

    I'm looking for a skilled developer to create a UISP Ubiquiti Plugin that will assist in integrating with our tax agency. The primary function of this plugin will b...communicate with the tax agency, specifically handling financial transactions and automatically sign electronic signatures. - The plugin should be able to manage and send information about our invoices to the tax agency. - Reference - Reference - Reference Ideal skills and experience: - Extensive knowledge of UISP Ubiquiti and plugin development. - Prior experience dealing php, api, UISP, plugins - Strong programming skills and a deep understanding of financial data management.

    €996 Average bid
    €996 Průměr. nabídka
    66 nabídky

    I'm in urgent need of assistance with my Salesforce CRM panels. A consultant had previously set up various panels using the sandbox, but now I'm unable to edit or modify anything and everything is out of date. Key Requirements: - Update existing panels and create new ones from scratch. - All new panels should be sales dashboards. Ideal Skills: - Expertise in Salesforce CRM - Experience with developing and designing sales dashboards - Strong understanding of team management metrics Please note that the primary focus of the new sales dashboards should be on team management - tracking performance, setting targets and monitoring progress. I need to be able to manage my team effectively with this new setup.

    €47 Average bid
    €47 Průměr. nabídka
    14 nabídky

    Necesito una persona que pueda ayudar a mi empresa a realizar la integración de nuestro CRM Kommo con CHAT GPT 4 y Google calendar.

    €129 Average bid
    Neodkladné
    €129 Průměr. nabídka
    10 nabídky

    Kazmo Genetics LLC - VA Instructions for Lab Outreach via HubSpot Overview As a Virtual Assistant (VA) for Kazmo Genetics LLC, your role is to: ✅ Send 30-50 outreach emails to AABB-accredited labs via HubSpot CRM ✅ Log all responses and track communications inside HubSpot ✅ Maintain a spreadsheet to track outreach progress ✅ Ensure all information is updated accurately ⚠ You do not need to follow up with labs. Only send the first email and track responses You will send emails 1 day and the follows the next. This is a 2 day project .

    €99 Average bid
    €99 Průměr. nabídka
    43 nabídky

    I'm seeking a developer who can assist in creating software to enhance our shared living resident's matching process. Key Features: - Matching Criteria: Software should consider age and gender, interests and hobbies, and work schedule for pairing residents. - Information Submission: Residents will provide their details ...dashboard for generating and exporting match statistics and trends. The expected timeline for this project is 3-6 months. The matching algorithm should operate with basic settings for simplicity. The matching algorithm should operate using basic preset criteria for simplicity. The matching criteria will be basic and fixed, ensuring simplicity and ease of use. The software should integrate with our CRM system. The in-app dashboard should include basic cu...

    €524 Average bid
    €524 Průměr. nabídka
    77 nabídky

    I need a Zoho specialist to fix an existing PDF population process built in Zoho Creator. Currently, both Admins and regular users are encountering errors during PDF generation, primarily authority-related issues. After fixing this process, I want to expand it to populate new PDF documents. Ideal freelancers for this project should have: - Strong experience with Zoho CRM and Zoho Creator - Extensive knowledge in troubleshooting and fixing PDF generation issues - Ability to expand existing processes to accommodate new tasks - Excellent understanding of user authority issues and how to resolve them Please get in touch if you can help me with this.

    €293 Average bid
    €293 Průměr. nabídka
    80 nabídky

    I'm looking for an expert in 3D modeling and automation who can help me streamline the post-processing of 3D ear scans. Current Workflow: - I use Meshmixer for processing STL files from 3D ear scans. - The post-processing typically involves smoothing surfaces, aligning to the templates and making proper holes and converting scans into ear molds. Requirements: -I'd like to automate the steps of smoothing surfaces and converting scans to ear molds. - The ideal candidate will have extensive experience with Meshmixer, STL files and 3D modeling. - Knowledge of automation in Meshmixer or similar software is a plus.

    €858 Average bid
    €858 Průměr. nabídka
    46 nabídky

    ******** NOTE: I will only respond to those that direct message me with coupon based apps designs in use via Android app store. Apps must display user reviews. Star rating must be high to demonstrate quality of UX and UI. I also will request a contact of the app, to confirm your role in the app's development and support. **...follow a specific color scheme that aligns with our branding. Please ensure the app follows a **blue** color scheme that aligns with our branding. Please ensure the app follows a blue color scheme that aligns with our branding. The app should include push notifications to alert users of new coupons. Businesses will have access to basic templates for creating and managing their profiles. Possibly CRM integrations. Microsoft Dynamics based and or Email vi...

    €2560 Average bid
    €2560 Průměr. nabídka
    60 nabídky

    ...& Growth: Hit targets and increase your base over time, plus performance-based bonuses. Key Responsibilities Cold Call Outreach: Identify and call potential businesses that need new websites, AI solutions, or branding services. Lead Qualification: Ensure prospects fit our ideal client profile. Appointment Setting/Closing: Schedule calls or directly close deals (depending on your experience). CRM Management: Log all activities, leads, and progress for transparency and tracking. Requirements Experience in Cold Calling or B2B Sales Excellent Communication & Persuasion Skills (English proficiency required) Comfort with Basic Tech Concepts (Web dev, AI chatbots, branding—training provided) Ambitious & Results-Oriented: You thrive on meeting targets and earning h...

    €15 / hr Average bid
    €15 / hr Průměr. nabídka
    8 nabídky

    I'm seeking a biologist to assist me in running RNA sequencing and variant calling workflows. The workflow is already set up by our devops engineer, but we should validate the configuration. The primary objective is to process some sample datasets. Key Responsibilities: - Validate the existing bioinformatics workflows configuration for RNA sequencing and variant calling (e.g., using tools like GATK). - Run sample datasets through these workflows. Ideal Skills and Experience: - Proven experience in wet lab biology , specifically with working with RNA sequencing and variant calling workflows . Please state which workflows you are familiar with

    €15 / hr Average bid
    €15 / hr Průměr. nabídka
    5 nabídky

    ... content summaries) ? Event & Travel Coordination • Assist with event planning & logistics (speaker coordination, scheduling, agendas) • Research & book travel (flights, accommodation, logistics) • Maintain guest lists & follow-ups ? Strategic Research & Data Management • Conduct targeted research (e.g., industry insights, investor databases) • Organize and maintain spreadsheets, databases, and CRM systems • Research and coordinate the development of a personal website ? Personal Assistance & Operations • Manage household & personal services (home maintenance, housekeeping, deliveries) • Source & book personal shopping items (clothing, home decor, gifts) • Oversee inbox, calendar, and scheduling ? Genera...

    €19 / hr Average bid
    Doporučené
    €19 / hr Průměr. nabídka
    36 nabídky

    I'm looking for a professional with extensive experience in Zoho CRM to establish a One-to-Many relationship between two of my custom modules. The modules should be linked in a way that allows for one record in the first module to be associated with multiple records in the second module. Ideal skills for this project include: - Proficient understanding of Zoho CRM and its customization capabilities. - Previous experience in linking CRM modules. - Good problem-solving skills to strategize the best way to establish the relationship and ensure all necessary data is shared or linked. - Excellent communication skills to keep me informed and involved in the process. Please note, at this stage, I haven't determined what specific data fields need to be shared ...

    €22 / hr Average bid
    €22 / hr Průměr. nabídka
    68 nabídky

    Preciso criar um módulo para uma ramo específico e precisa ter integração com outros módulos já instalados, gostaria de saber se tem experiência e habilidade para executar esse projeto? Documentação da criação para analisar em anexo.

    €437 Average bid
    €437 Průměr. nabídka
    18 nabídky

    I'm looking to develop a mobile application compatible with both iOS and Android, which hosts a chatbot with specific functionalities. The chatbot will primarily serve two purposes: - Answering FAQs: It needs to be capable of addressing common queries, providing users with ...should use custom datasets for training. The app should integrate with popular payment gateways for processing transactions. The app should provide customizable user interface options including user-friendly designs and layouts. User authentication and profile management will not be necessary. The app should support one-time purchases. "Possible integrations with existing customer support systems or CRM are being considered." The app should include basic usage analytics to monitor chatbot intera...

    €613 Average bid
    €613 Průměr. nabídka
    97 nabídky

    As the owner of a burgeoning cosmetic business, I am seeking a skilled freelancer to supercharge my operational systems. I require a comprehensive overhaul to streamline processes and enhance efficiency across the board. - Objective: To optimize the operational workflow and inventory management in my cosmetic business for improved efficiency and scalability. - Key Goals: - Develop a lean inventory management system to minimize waste and ensure product availability. - Implement process improvements for order fulfillment to speed up delivery times. - Utilize automation tools to reduce manual tasks and errors in operations. - Establish key performance indicators (KPIs) to monitor operational success and identify areas for ongoing improvement. - Ideal Candidate: - Experienced...

    €72594 Average bid
    €72594 Průměr. nabídka
    1 nabídky

    ...metrics. - Conduct A/B testing to identify the most effective email variations. - Segment email lists to target specific customer groups more effectively. - Set up automated email workflows to nurture leads through the sales funnel. - Ensure that all emails are optimized for mobile devices. - Incorporate personalization techniques to increase engagement. - Integrate email campaigns with the Shopify CRM to track customer interactions. - Include social media share buttons and monitor their performance. - Collect and analyze feedback to improve future email marketing efforts. Ideal Skills: - Proven experience in email marketing on Shopify, Mailchimp and Facebook Instant Lead Form Ads. - Excellent content creation and copywriting skills. - Strong understanding of e-commerce and prod...

    €303 Average bid
    €303 Průměr. nabídka
    37 nabídky

    Set up a CRM system ClickUp for our start-up Property Survey company on our ClickUp account. The CRM system must have the ability to – - create a lead with an automated serial ID when a quotation request is submitted from our Wix website , or when it is manually captured by an admin user; - generate a PDF quote from the lead data with a 3rd-party PDF generator (customised quotation format and layout) and submit the quote to the customer; - track quotes submitted to customers; - periodically follow up on quotes submitted to customers until quotes are accepted (= deal) or cancelled; - create a deal with an automated serial ID a) automatically when a quote is accepted, or b) when captured manually by an admin user; - generate a PDF invoice from the deal data with

    €1261 Average bid
    €1261 Průměr. nabídka
    25 nabídky

    I'm in search of a skilled Odoo developer who can efficiently set up the Inventory Management, POS, and CRM apps tailored for my company. Key Responsibilities: - Create a robust system for tracking our physical goods in the inventory - Establish a Point of Sale system - Set up a Customer Relationship Management application Ideal candidates should have: - Proven experience with Odoo implementation and customization - Strong understanding of Inventory Management, POS, and CRM systems - Ability to tailor these systems to meet specific company needs Please note, while I primarily need an inventory tracking system, the specifics of the functionalities may be discussed later. Your expertise will be crucial in advising on the best setup and features to include, especially f...

    €8 / hr Average bid
    €8 / hr Průměr. nabídka
    9 nabídky

    ...started using Zoho One and enabled the CRM. I have setup Zoho Books to synchronise with the Zoho CRM. However, the sync is only working one way. I want my team to start transitioning to using Zoho CRM as the main application that we use to do business and not Zoho Books. So when a new account is created in Zoho CRM, I need it to sync to Zoho Books immediately. I need this to work for every user profile. What is currently happening is that when I create a new customer in Zoho Books, the account is successfully created in the Zoho CRM through the Sync. However, if I create an Account in the CRM it does not sync to Zoho Books. It never appears. This problems presents itself for me and all of my users. I need that when the account is created in ...

    €61 Average bid
    €61 Průměr. nabídka
    9 nabídky
    Assistant(e) des ventes
    5 dní left
    Ověřený

    ...adores converser). ✔ Qualification des leads : Séparer le bon grain de l’ivraie et repérer les clients qui ont vraiment besoin de nous. ✔ Suivi des prospects : Maintenir une relation fluide avec les prospects (on veut du relationnel, pas du harcèlement, hein !). ✔ Soutien au Responsable des ventes : Organisation, planification et un brin de paperasse (mais promis, on reste cool). ✔ Mise à jour du CRM (HubSpot) : Parce que les post-it collés sur ton écran, ça va 5 minutes.. Compétences idéales : ✔ Curiosité ✔ Excellentes compétences en communication ✔ Expérience en vente, en télémarketing ou en centre d’appels ✔ Capacité à travailler de manière autono...

    €7 / hr Average bid
    €7 / hr Průměr. nabídka
    7 nabídky

    Set up a CRM system ClickUp for our start-up insurance brokerage on our ClickUp account. The CRM system must have the ability to - (PHASE 1) - capture inbound quotation requests (= leads) submitted from our Wix website ; - capture inbound leads manually as received by phone or email; - track leads submitted to insurers for quoting; - track inbound leads submitted to clients; - follow up on outbound leads until a deal is closed (= insurance policy) or cancelled; - administer and track insurance policies - create a record on a 3rd-party integrated database for each list (leads, policies, claims, users, properties, insurers) (PHASE 2) - communicate with the client via pre-fabbed mails to adjust his policy according to custom data input by admin; - capture inbound insuranc...

    €506 Average bid
    €506 Průměr. nabídka
    28 nabídky

    I'm seeking a professional with expertise in legal and compliance matters, specifically regarding franchise agreements, to assist in setting up a franchise for my software subscription company. This will involve ensuring all legal aspects are p...their properties to get sales. There are existing MLS companies on the Costa del Sol but extremely basic and inferior to what we have developed. We have been approached by a Company in Mallorca interested in some kind of Franchise type deal. We can provide them with the MLS for the area they wish to represent in this case the Island of Mallorca provide marketing materials, sales materials and a CRM just for them from the best Go High Level. There would have to be an initial investment for us to set this up and then the subscriptions wo...

    €375 Average bid
    €375 Průměr. nabídka
    33 nabídky

    I'm using Power Automate and Copilot Studio, and need a custom solution for document summarization. I want to automatically summarize any document (Word/PDF) added to a SharePoint document library, without needing user approval for the AI-generated summaries. I want to use a custom prompt for the summary. Key Requirements: - Set up an automated workflow in Power Automate - Use Copilot Studio to summarize Word documents - Ensure the process runs without user input I am new to this and looking for guidance of how this could best be achieved. Plenty of guides but they do not get over the need to have an approval process which i do not want. I don't want to use ChatGPT or Azure AI API as these costs money and copilot is part of my current subscription. Please include: - A...

    €236 Average bid
    €236 Průměr. nabídka
    22 nabídky

    I'm looking for a dedicated professional to help connect with real estate brokers, agents, and property owners through LinkedIn, ema...Web3 communities across platforms like LinkedIn, Facebook, Reddit, and Discord. - Content Creation: Assist in generating engaging content for our social media, newsletters, and blog posts centered around real estate and Web3 technology. - Organizational Support: Utilize CRM tools to schedule meetings, track progress, and manage contacts efficiently. Ideal Skills and Experience: - Strong communication skills, both written and verbal. - Prior experience in real estate or Web3 technology is a plus. - Proficiency in using CRM tools and social media platforms for business outreach. - Content creation skills, with a knack for crafting engaging...

    €123 Average bid
    €123 Průměr. nabídka
    16 nabídky
    Construir un plugin en WordPress
    5 dní left
    Ověřený

    We have the codes, we just need to turn them on together and you will see a complete plugin, custom CRM plugins and created just for our use. Compatible on WordPress

    €139 Average bid
    €139 Průměr. nabídka
    144 nabídky

    I'm seeking a developer/consultant for our Retail Management software. The ideal candidate should have 2-5 years of experience working with Delphi and SQL Server, preferably within the retail domain. Key Areas of Focus: - Sale Management - Inventory Management - Barcoding - GST - Sales Reporting - Customer Relationship Management (CRM) Main Tasks: - Bug fixing and maintenance, New Development, primarily focusing on the Point of Sale (POS) System. Skills & Experience Required: - Proficiency in Delphi and SQL Server - Prior experience in retail software development - Strong problem-solving skills for bug fixing and maintenance tasks. This project is expected to be completed within 2 years. The consultant will primarily focus on development tasks with minimal involvemen...

    €75 Average bid
    €75 Průměr. nabídka
    5 nabídky

    I am looking for an experienced developer to build an AI-powered chatbot for my business. The bot should have the following features: • Answer Business-Related Questions: The bot should provide informatio...access my calendar to check availability. • Automated Appointment Booking: Users should be able to schedule, reschedule, or cancel appointments via the bot. • Integration with Existing Tools: The solution should connect to calendar and booking systems (e.g., Google Calendar, Microsoft Outlook, or a custom booking system). • Scalability: The architecture should allow for future expansions, such as CRM integration or AI-driven analytics. The bot can be developed as a chatbot (e.g., Web, WhatsApp, Telegram) or a voice assistant. API integration for future ex...

    €416 Average bid
    €416 Průměr. nabídka
    79 nabídky

    I'm in need of a seasoned ErpNext professional who can assist with both the installation and extensive customization of the platform. The tasks will include: - Adding new modules to meet our specific business needs - Modifying existing modules, with a particular focus on Sales and CRM and Inventory Management - Integrating ErpNext with other necessary systems - Customizing our ERPNext webshop Ideal candidates should have a strong background in ERP systems, particularly ErpNext, and proven experience in system customization and integration. Please provide examples of similar projects you have successfully completed.

    €279 Average bid
    €279 Průměr. nabídka
    14 nabídky

    ...stories and workflows for the initial onboarding process of influencers and brands. - Define performance and scalability testing criteria to ensure the platform can handle growth.. - Tasks for Business Analyst: ✔ Convert our feature list into structured functional requirements. ✔ Define user stories, use cases, and workflows for campaign creation, influencer verification, and payments. ✔ Create workflow diagrams (e.g., campaign approval, influencer payout, fraud detection). ✔ Develop acceptance criteria for feature testing. 3️⃣ Technical Requirements Document (TRD) - Purpose: Outline the system architecture, API integrations, security, and compliance. - Tasks for Business Analyst: ✔ Refine our high-level system architecture diagram. ✔ Complete API integration documentation (auth...

    €1088 Average bid
    €1088 Průměr. nabídka
    25 nabídky