Joomla crm invoicing jforcemunkák

Job Description: We are seeking a skilled and detail-oriented Shopify Store Specialist to create or optimize a Shopify store designed for high conversions. This role requires a deep understanding of eCommerce...Analytics, Shopify reports, and heatmaps to track store performance. Provide actionable insights to improve metrics such as bounce rate, session time, and conversion rate. Third-Party App Integration: Install and configure Shopify apps to enhance functionality (e.g., email marketing, abandoned cart recovery, upselling tools). Ensure seamless integration with payment gateways, shipping providers, and CRM tools. Site Maintenance and Support: Monitor the site for technical issues and resolve them promptly. Keep the Shopify platform and all plugins updated to avoid compatibili...

We are looking for a dependable bulk SMS and MMS provider to support our business communication needs. Here’s what we’re looking for: -Daily Messaging: Ability to send large volumes of SMS and MMS messages daily. -Delivery Rates: High deliverability and reliability for both SMS and MMS. -Integration: API integration with our current CRM and systems. Please provide a scalable and efficient solution to meet our needs.

Fix the issue with the wrong Invoice Period being shown on Invoices.

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We are looking for a skilled freelancer to help us set up and optimize our GoHighLevel account for our local detailing company. The ideal candidate will have extensive experience with GoHighLevel and be able to harness it...their service level for appointments, allowing them to easily drop down or upgrade tiers in our wash or detail programs. - Integrate GoHighLevel with our existing tools and platforms as needed. - Provide training and support on how to use GoHighLevel effectively. *Requirements - Proven experience with GoHighLevel, including setting up funnels, chatbots, and scheduling. - Strong understanding of CRM and marketing automation principles. - Excellent communication skills and ability to work independently. - Portfolio or examples of previous GoHighLevel projects is ...

Il progetto consistete nella generazione di lead qualificati e presa appuntamenti per il mercato italiano, a supporto e potenziamento di una campagna di acquisizione clienti per servizi B2B. L'attività consiste nella gestione delle comunicazioni iniziali con i potenziali clienti, nel qualificare il lead, aggiornare le informazioni su CRM, e nel fissare appuntamenti strategici con i potenziali clienti. L’obiettivo principale è aumentare il numero di appuntamenti qualificati con decision-maker aziendali nel mercato B2B italiano.

I need an expert to integrate an AI Voice Assistant into my CRM. The assistant will connect Google Speech to Text and use ChatGPT for generating replies. The assistant will be making calls via Plivo. The project involves multiple payment stages. I have an existing module for managing SMS in my CRM, linked with Plivo, which can be leveraged for this project. Key Responsibilities: - Use of existing assets to minimize work on API - Following a provided guide for the assistant's workflow - Embedding the assistant as a module in my CRM using a pre-built API Ideal Skills: - Strong understanding of AI integrations - Proficiency in CRM systems and Plivo - Experience with ChatGPT - Ability to follow detailed guide rules Please feel free to ask me any questions t...

I need assistance setting up and configuring Zoho Books. This includes setting up features for Invoicing and Payments, Expense Tracking, and Banking Integration, as well as integrating with Zoho Expense. Ideal skills and experience for the job include: - Proficiency in Zoho Books, with a proven track record of initial setups. - Experience with configuring invoicing systems. - Expertise in expense tracking setup and integration. - Knowledge of banking integrations within Zoho Books. - Familiarity with Zoho Expense and its integration with Zoho Books. I require detailed support particularly for the setup and integration of the expense tracking system. I have two organizations that are reflected in Zoho Books - an Airbnb operation and a computer business. I have several suppl...

...need help integrating these systems to work seamlessly, primarily using Zapier to connect the tools. 1. Landing Page (Strikingly) Current Status: Landing page is live but it is not connected to GHL Need: Integrate form submissions directly into the CRM (Go High Level). 2. CRM (Go High Level) Current Status: CRM is set up but there are no pipelines for Borrowers, Capital Partners, and Investors. Automations for email and text campaigns need to be set up. Need: Ensure form data (from Strikingly and social media) flows automatically into the CRM and is assigned to the correct pipeline. 3. Design and Branding (Canva) Current Status: Canva is already being used to create branded marketing materials, newsletters, and reports. Need: Organize Canva files into Goog...

...Front-end Developer to assist in building a website with a CRM focus. The primary features of this CRM will include contact management and customer service. Key Responsibilities: - Collaborate with our team to design and implement user-friendly front-end components. - Ensure the website is optimized for performance and scalability. - Incorporate elements of customer service into the CRM interface. Ideal Skills: - Proficiency in HTML, CSS, JavaScript and relevant front-end frameworks. - Previous experience in developing CRM websites. - Strong understanding of customer service interface design. - Good English Communication. We are looking for a developer who can turn our vision into a functional, efficient and visually appealing CRM website. Your ex...

I'm looking to develop a GPT-based chatbot for our website with a primary focus on sales and lead generation. This intelligent bo...Coordinating prospective client meetings seamlessly. - Providing product recommendations: Suggesting suitable products based on user interactions. As for integrations, I'm not sure what's best, so I'm open to your expert recommendations. However, key systems may include CRM platforms, email marketing tools, and potentially social media platforms. Ideal candidates for this project should have experience in: - Developing and deploying chatbots, particularly using GPT technology. - Sales and lead generation strategies. - Familiarity with CRM systems and email marketing tools. A creative approach to enhancing our sales process...

I need a skilled WordPress developer ...website. Key Responsibilities: - Front-End Development: Convert the provided design mockups into a live website. - Integration: Set up the necessary interactive components such as contact forms and CRM integration. - Responsiveness: The site must be visually perfect and function well on all devices - desktop, tablet, and mobile. - Testing: Conduct comprehensive testing to ensure the site is bug-free, loads efficiently, and operates smoothly. The ideal candidate should have extensive experience with WordPress development, front-end coding, and ensuring cross-device responsiveness. Knowledge in CRM integration and interactive web elements is highly appreciated. Please note that this project will involve working closely with pre-existing...

I have built the bones of a new CRM that specifically analyzes social media platforms to collect data on a list of known contacts. I have used to create the app, but several things are not working properly. I would like to find a programmer that can take the code that I have already created and help me turn it into a saleable app.

I am looking for a skilled Joomla developer to make several modifications on my site: 1. Implement a user role-based access control that allows the owner to specify who can view their certain files. This feature is for none-register and registered users. And they can select a single or multiple users/emails to view their files. Registered users can edit this feature. 2. disable Presets tap and text of it. 3. Group Tape keep Public, Registered, Administrator and Super User (Other group disable or hide them.) Ideal candidates will have extensive experience with Joomla, a good understanding of user role-based access control systems, and the ability to implement custom features. Please provide examples of similar projects you've completed. here is my website that you need ...

...am offering fix rate but if things go well we can offer hourly rate for next step. Current focus 1- CRM Platform for HVAC 2- Digital Marketing strategy 3- Lead Generation strategy Project Description: We are seeking an experienced Lead Generation and CRM Specialist to help us shortlist the best HVAC CRM solutions, develop a comprehensive marketing strategy, and streamline customer data management and field appointment bookings. The ideal candidate will have expertise with platforms like Housecall Pro, Simpro, and other HVAC-specific tools, along with a proven track record of lead generation in the service industry. Project Scope: CRM Shortlisting: Research and compare HVAC CRM systems such as Housecall Pro, Simpro, ServiceTitan, and others....

...development) based on Gong call recordings between CEO and speaker - Webinar distribution coordination with speaker, speaker marketing team if applicable and our own marketing team - Webinar production, sending email reminders, operating webinar platform, managing speakers, slides, polls and Q&A - Reporting and closeout, sending thank you gift to speaker and ensuring leads are synchronized in CRM Field events: - Request quote/options with selected 3rd party event organizer (handled by partnership team for tech partners) for exhibiting and/or speaking - Negotiate fees and/or event platform partnership and other sponsorship items - Design booth banners and advertisements and submit exhibitor profile to organizer - Coordinate speaking content, title, synopsis with CEO and ...

...Fields for the user to input their name and phone number. Submission A "Get Quote" button that: Validates user inputs. Displays a confirmation message upon successful submission. Sends the data to a specified email address or backend system. Responsive Design Ensure the form is mobile-friendly and adapts to various screen sizes. Integration Option to integrate the form with: Email notifications. CRM software (if applicable). Google Analytics for tracking form submissions. Design Guidelines Style: Match the design style of All My Sons Moving with: A clean, professional look. Color scheme: Blue, white, and accents of gray. Font styles similar to the existing website. User Experience: Smooth transitions between steps. Simple, intuitive interface. Functional Requirements...

I'm seeking a professional with experience in creating compelling pitch decks to help secure funding for my CRM startup. The target audience for this presentation will primarily be angel investors. Key Sections: - Problem and Solution: Clearly articulate the problem we are addressing and how our CRM solution provides a viable solution. - Market Analysis: Provide a comprehensive overview of the market landscape, our position within it, and potential growth opportunities. - Financial Projections: Present our financial outlook and projections in a convincing manner. In addition, the presentation should include a complete analysis and summary of compelling reasons for potential investors to consider investing in us. Ideal Skills and Experience: - Proven experience in cr...

...and updates (e.g., weekly emails or calls) to keep the client in the loop. Ask for Clarifications: Don't hesitate to ask questions about the project. It's better to clarify expectations upfront than to face surprises later. 3. Leverage Tools for Efficiency Project Management Tools: Use tools like Trello, Asana, or ClickUp to track your tasks and keep clients updated on progress. Time Tracking & Invoicing: Tools like Harvest, Toggl, or FreshBooks help you keep track of time and easily generate invoices. File Sharing: Use cloud storage solutions like Google Drive or Dropbox to share files and collaborate with clients. 4. Build Trust and Professionalism Follow Through: Honor deadlines and be consistent with your communication. Delivering high-quality work consistently ...

I'm looking for an expert in CAMS software, used for Pharmacy Management, to train my four pharmacy staff members. This software is quite old and is not used anymore but 2 of the staff have a little background in training will encompass key areas such as inventory management, patient record maintenance, and billing and invoicing. The ideal candidate will provide training and help with troubleshooting while the staff get familiar with handling the software on their own. This training will be done completely online with use of webcam software such as Skype/Google Meet/Zoom if needed. This process won't take more than 7 or 8 hours in total but may exceed them slightly and should that be the case, we can provide slightly higher pay. Key responsibilities: - Comprehensive trai...

...(report's graphics not required for current project. They are optimal). List of Topics for the Report: 1. Executive summary. 2. Critical Raw Materials Overview 3. Outlook Per Critical Material Raw (Material-specific trends, challenges, and advancements: copper, lithium, nickel, cobalt, graphite, rare earth elements). 4. CRM Solutions Framework (innovations in urban mining, biomining, advanced recycling technologies, and precision mining techniques. Emerging technologies for improving CRM recovery and sustainability). 5. Substitute materials for critical raw materials. 6. Legislation Landscape and Government Support. 7. Mining Industry Overview (state of the market, trends, investor outlook, etc.). 8. Technological Advancements in Mining. 9. Overview of Corporate Act...

We are a growing solar installation business with a streamlined process covering sales, planning, construction, invoicing, and more. To optimize operations, we are considering Odoo as an all-in-one solution. Before committing, we need an experienced Odoo consultant to evaluate its fit for our business needs. This is a strategic "pre-implementation" project, focusing on analysis and planning, not technical implementation. We’re looking for an expert who understands Odoo and business processes, not just a developer for implementation. Your Role: • Understand our business needs (discussed in workshops) and thoroughly assess Odoo’s suitability for our process (independent work). • Provide actionable, insights from the perspective of an experienced user ...

I'm looking for a professional web designer to design a brand new landing page. The main purpose of this is to boost our lead generation efforts and make it more appealing to individual investors. Key Requirements: -...landing page should include fields for data capture: name, email address, phone number and investment amount. - A 'book a call' call to action is mandatory. I will provide the final logo and copy to be used. The landing page needs to be built in WordPress and seamlessly linked to our HubSpot CRM. Ideal Skills and Experience: - Proven experience in web design, particularly with WordPress. - Prior work with lead generation focused landing pages. - Proficient in integrating WordPress with HubSpot CRM. - Understanding of designing for...

...efficiency and reduce human error. Data Import/Export: Proficient in importing and exporting data from/to various platforms, ensuring smooth transitions across systems. 3. Technology Proficiency Microsoft Office Suite: Advanced knowledge of Microsoft Excel, Word, and PowerPoint. Google Workspace: Proficient in Google Sheets, Docs, Drive, and other related tools. CRM and ERP Systems: Familiar with customer relationship management (CRM) tools like Salesforce and Zoho, as well as enterprise resource planning (ERP) software. Optical Character Recognition (OCR): Expertise in using OCR tools for converting scanned documents into editable text. Data Analytics: Basic knowledge of data analysis tools like Google Analytics and Excel for deriving insights from structured data. 4. Ind...

I'm wanting to create a modern and interactive real estate app, similar to Zillow, but tailored for the Iraqi market. This project involves: - CRM Integration: Essential for managing customer relationships and tracking interactions. - Comprehensive Market Analysis Tools: The site should offer real-time data updates, historical property trends, and comparative market analysis. - User Interface: The site must feature interactive maps and listings, user-friendly navigation, quick search functionality and property comparison tool. Key components of the project include: - Implementing 3D real estate tours. - Utilizing MLS technology for the first time in Iraq. - Incorporating a translation tool, light change tool, and a robust search engine. - Ensuring excellent device emulation,...

I'm looking for a freelancer who can help me automate my marketing and social media management workflows using integration tools like N8n and the CRM MAUTIC. Key Tasks: - Automate social media postings and interactions on Facebook, Instagram, and LinkedIn. - Streamline marketing workflows to enhance efficiency and engagement. Ideal Skills: - Proficient with N8n and MAUTIC - Experience with Facebook, Instagram, and LinkedIn automation - Strong understanding of marketing and social media strategies - Familiarity with lead generation and customer support automation With your help, I aim to improve my online presence while reducing the time and effort spent on these tasks. Looking forward to your bids.

I'm seeking a skilled developer to create a tailor-made CRM system with a primary focus on sales tracking. Key Features: - Sales Tracking: The CRM should facilitate effective sales tracking. This includes crucial capabilities such as sales forecasting and lead scoring. - Customer Support: The system should integrate essential customer support features, specifically live chat integration and a knowledge base. - Whatsapp web integration: The system should be able to support multiple whatsapp web, as our services are based on multiple whatsapp numbers. Ideal Skills: - Proficiency in CRM software development - Excellent understanding of sales tracking mechanisms - Experience in integrating customer support features The successful bidder will have the opportunity t...

As a travel company, we are in need of a bespoke CRM software that will primarily focus on booking management. This software should be capable of assisting us in tracking and managing our bookings, ensuring efficient operations and excellent customer service. Key Features Needed: - Centralized Booking Management: The software should enable us to manage all our bookings in one place. - Customer Tracking: It should also have the capability to track customer interactions and feedback. In terms of sales and marketing, our primary channels include: - Email Campaigns: We regularly reach out to our customers and potential clients via email. - Social Media: We have a strong presence on various social media platforms. - Phone Sales: Our sales team also relies heavily on phone sales. There...

I'm seeking a self-motivated and talented assistant skilled in data processing services to help with my spreadsheet invoicing, template creation, and bookkeeping. The ideal candidate will be a valuable member of our team in a highly visible role within the organization. Specific Tasks: - Spreadsheet Invoicing - Template Creation - Bookkeeping Software: - Primarily using Google Sheets Frequency: - Assistance required on a weekly basis. I am open for a brief chat for more inquiries. Thank you.

I'm seeking a professional to set up my Zoho One account and integrate it with my website and marketing tools including QuickBooks. Key Requirements: - Configure Zoho CRM to primarily track sales data and analytics. - Set up Zoho Campaigns for my marketing needs. - Implement contact management and customer segmentation features within Zoho CRM. Ideal Skills: - Extensive experience with Zoho One, particularly Zoho CRM and Zoho Campaigns. - Proficiency in integrating websites with CRM systems. - Familiarity with QuickBooks and its marketing capabilities. - Strong analytical skills for tracking sales data. Please provide examples of similar projects you've completed.

I'm looking for a CRM dashboard for my small company. I'm considering platforms like Hubspot, Monday, or Pipedrive, but I'm open to other options as well. The key requirement is that it should allow for custom reporting capabilities without incurring a hefty monthly software cost. I need your guidance on the appropriate platform once we've discussed my requirements. Work does not include data entry, in need of the Dashboard and Reporting shells with a limited number of scrubbed client data records for development and testing. Actual production clients will be entered by my company post release. Key Focus Areas: - Customer activity tracking - Team productivity - An interactive, insightful dashboard Given that my team has an intermediate level of technical exp...

I'm looking for a talented illustrator who can create cartoonish, iconic, minimalist characters for general drawings on my website. The color scheme for these illustrations should be muted and pastel, giving the site a soft, approachable feel. Ideal Skills and Experience: -...with a muted and pastel color scheme - Understanding of minimalist design principles - Strong communication skills for interpreting project requirements I need min 5 pieces drawing, if you like to work more, if i like, I could be paid more. Attached the some sample what i think. Creative theme ides are; - mediums with a caracter (TV, digital, ooh etc) - insight, - strategy, - brilliant ideas - CRM, CDP, marketing otomation platforms - hospitality - energy with the caracters - good place to work - good ...

...frequently used messages and quickly accessing them with the “/” command. User Tagging: Assigning labels to users’ messages. For example, labels such as “VIP Customer”, “Pending”, “Completed”. Listing by Labels: Displaying and filtering customer groups based on labels. 6. Integrations WhatsApp API Integration: Integration of official WhatsApp API or third-party APIs. CRM Integration: Automatically transfer user information to a CRM system. Webhook Support: Data transmission and integration to external applications. 7. Security and Performance User Verification: Support for two-step verification and OTP. Data Encryption: End-to-end encryption to ensure the security of user and message data. High Performance Server: Opt...

I'm in need of a professional who can assist with data entry into our Travel CRM. The data to be entered includes customer information, travel bookings, and payment details. Key responsibilities: - Manual entry of data - Importing data from external sources - Implementing automated data capture processes Additionally, the CRM will require role-based access control. The ideal freelancer for this project should have: - Proven experience with CRM data entry - A keen eye for detail to ensure data accuracy - Familiarity with travel industry data is a plus - Experience with role-based access control systems Your role will be crucial in maintaining the integrity of our CRM and facilitating our business operations.

I'm in need of a proficient individual who can help me set up my ZOHO account for maintaining my financial accounts. There are two accounts that need to be configured. Key Requirements: - Set up for Invoicing and Billing - Setting up Expense Tracking - Configuration for Bank Reconciliation Ideal Skills: - Proven experience with ZOHO - Strong understanding of financial processes - Ability to set up accounts for weekly financial report generation Please note that I may require a weekly generation of financial reports. The ability to create comprehensive and easy to understand reports will be beneficial. Experience with integrating ZOHO with other software is a plus, although it's not a current requirement.

...and business closures on a monthly basis. • This is a commission-based opportunity with no fixed targets or salary. • The role has potential to evolve into a full-time position in the near future. Key Skills & Experience Required: • Proven expertise in digital marketing, sales, and lead generation with a strong track record of consistent results. • Proficiency in Client Relationship Management (CRM), including deal closures. • A proactive and entrepreneurial mindset with a passion for driving growth and scaling businesses. What We Offer: • Access to service offering decks and other supporting materials to aid in lead generation and deal closures. • Collaborative support in closing deals when needed. • An opportunity to earn commissio...

I'm in the printing industry and I need a tailored CRM software with a comprehensive mobile application. The software should cater to multi-vendor management, job allocation to vendors based on orders, cost management, and customer-wise Profit/Loss tracking. Key Features: - Job allocation to vendors - Cost Management and Invoicing - Customer-wise Profit/Loss tracking - Comprehensive Mobile App Access Control: - The CRM should have different access levels. - Admins and customers should have access, while vendors will not. Real-Time Notifications: - The mobile app needs to send real-time notifications for all job status updates. Ideal skills for this project include software development, CRM systems, mobile app development, and experience in the printi...

We are looking to build a class-5 contact centre solution that will provide a unified platform for manag...The contact centre solution should support multiple communication channels, including Voice Calls, Live Chat, and Email and must be able to seamlessly support both inbound and outbound communications across these various channels. - The contact centre system will also be a part of an integrated CRM platform that includes a ticketing, case tracking and escalation functionalities. Ideal Skills: - Extensive experience in building and managing Class 5 Softswitch systems - Proficiency in building CRM and Ticketing system and/or integrating with such platforms - Prior experience in developing multi-channel contact centres - Excellent understanding of customer support syste...

...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...

...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...

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...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 ...

...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

...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...

...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...

I need a professional who can create service-based invoices in PDF format. There is no need for any specific branding on these invoices. Ideal skills for this job include: - Proficiency in invoice creation - Expertise in PDF format - Attention to detail - Excellent organizational skills Experience with service-based invoicing is a plus. Please provide samples of your previous work if possible.

I'm looking for an experienced professional to enhance my accounting system. The primary focus is on adding new features and improving efficiency across various areas. Key Areas for Improvement: - Reporting and Analytics: The system needs to generate insights more efficiently. - Invoicing and Payments: Streamlining this process is crucial. - Data Entry and Management: Reducing time and effort in this area is a priority. Desired New Features: - Automated Reports: I would like the system to generate reports without manual intervention. - Integration with Other Tools: The upgraded system should seamlessly work with my existing software suite. Ideal Skills: - Extensive experience in accounting software upgrades. - Proficiency in creating automated systems. - Ability to integrat...

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

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 ...

...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...