Crm crm jobs
With over six years in customer support and cold calling, I have expertise across various industries. I excel in managing customer interactions through multiple channels, ensuring prompt and effective communication. My skills in resolving is...Live Chat & 24/7 Support ● Virtual Assistant ● Cold Calling & Telemarketing ● Lead Generation Industry Experience: My background spans various sectors, including: ● Logistics & E-commerce ● Restaurants ● Airbnb/Real Estate ● Medical Billing & Insurance Claims ● IT Helpdesk ● Hospitality & Tourism Tools Proficiency: I have hands-on experience with the following software: ● CRM Management (Zendesk, Salesforce, HubSpot CRM) ● Ticketing Systems (HALO PSA and FreshDesk) ● Project Management Tools (, ZohoDesk, Asana, Sla...
I need a Vicidial expert to address some connectivity issues between my dialer and CRM. My CRM system is built using PHP with the Codigniter framework and I'm utilizing MySQL as my database. I need someone who can send all sales dispositions to crm and at the same to a different campaign in dialer. Key Responsibilities: - Troubleshoot and resolve database connectivity issues between the Vicidial dialer and my CRM. - Ensure seamless synchronization of sales data from the dialer to the CRM. Ideal Skills: - Extensive experience with Vicidial. - Proficiency in PHP and Codigniter. - Strong understanding of MySQL. - Ability to troubleshoot and resolve connectivity issues promptly. This project is crucial for my business operations and timely complet...
I need a Zoho Partner to help integrate and streamline my workflow between WooCommerce, Zoho CRM, and Zoho Books. As a Zoho Partner, you should be able to assist me since I don't have any free user licenses for developers. Skills: zoho Flow expertise and custom function developpement / zoho creator-deluge developpement zoho CRM customization The job will be in 2 parts/steps. Please read my need attached and the way I work today with Zoho Suite
...client communications. - Work closely with management to identify opportunities for service enhancement and business growth. *Qualifications:* - Proven experience in sales, business management, or administrative roles. - Strong organizational and multitasking skills. - Excellent communication skills, both written and verbal. - Familiarity with sales tools and customer relationship management (CRM) systems. - Ability to work independently and manage a remote team effectively. - Proficient in Microsoft Office Suite and other relevant software. *What We Offer:* - Competitive salary and flexible working hours. - Opportunity to work with a dynamic and innovative team. - Professional development and growth opportunities. *Application Process:* If you are passionate about sales ma...
Project Details I'm seeking a Salesforce and Zapier expert to set up a straightforward automation. The task involves creating a Zap that automatically captures new Salesforce leads and adds them to a Google Sheets spreadsheet for easier tracking. Requirements: Connect Salesforce with Zapier. Configure a Zap that adds each new lead in Sales...that automatically captures new Salesforce leads and adds them to a Google Sheets spreadsheet for easier tracking. Requirements: Connect Salesforce with Zapier. Configure a Zap that adds each new lead in Salesforce to a new row in Google Sheets. Ensure that key fields (name, email, phone) transfer correctly. This task needs to be completed within 1 hour. Skills Required: Software Architecture | CRM | | Zoho | Salesforce App Developmen...
I'm in need of a professional, live-action explainer video for my custom CRM. The video should highlight and demonstrate various features and operations, specifically focusing on User Management, Sales Tracking, and Reporting Tools. Key Requirements: - The video should feature an AI voice in the background, explaining these features in a professional tone. - Experience with creating live-action explainer videos is crucial. - A background in CRM software would be highly advantageous. - Exceptional skills in video editing and voice-over integration are a must. Please provide your portfolio with relevant examples of your work.
I'm looking for an expert in Go High Level to help me customize my CRM, specifically focusing on building our customer CRM and for lots of our clients - this is a long term relationship opportunity and admin level certified form GHL apply please. Key Requirements: - Deep understanding of Go High Level CRM - Proven experience in CRM customization - Expertise in setting up Workflow Automations - Skills in optimizing Task Management systems within a CRM - Strong problem-solving skills to tailor the CRM to my specific needs Your role will be to enhance my CRM's functionality to improve efficiency and productivity in task management. Please provide examples of similar projects you've completed in your proposal.
Looking for a Perfex CRM Expert to Configure Marketing Automations Using the Marketing Automation Module We are seeking an experienced individual to help configure workflow automations in Perfex CRM, specifically using the Marketing Automation Module for Facebook and Google marketing campaigns with integrated survey forms. Requirements: Expertise with Perfex CRM and its Marketing Automation Module. Ability to set up and automate workflows for Facebook Ads and Google Ads campaigns. Experience in integrating and automating survey forms for lead generation. Knowledge of creating segmented, personalized marketing actions. Proficient in configuring campaign tracking, lead nurturing, and follow-up automations. Experience in integrating lead appointment requests into or G...
...Project Overview We're seeking a skilled full-stack developer to complete our laundry subscription service MVP. The project integrates a sales page with a sign-up flow, payment processing, and CRM integration. ## Tech Stack - Frontend: React, , TypeScript, Tailwind CSS, Shadcn/ui - Backend: Node.js, , Prisma ORM - Database: PostgreSQL (Neon) - Authentication: v5 - Payment: Stripe integration - AI Tools: V0 by Vercel, Cursor AI ## Current Project State - Frontend UI designed and implemented using V0 - Basic functionality implemented - Backend and API integrations (Stripe, Cents CRM) need completion ## What We're Looking For - Developers with hands-on experience in V0 or Cursor AI - Strong problem-solving skills and ability to work with existing codebases - Exc...
I'm looking to establish an on-site team to assist with IT and technical support, specifically in software installation and support for business applications like CRM and ERP. Ideal candidates for this project would have: - Extensive experience in IT and technical support - Proficiency in software installation and troubleshooting, particularly with business applications - Excellent team work and communication skills This is an opportunity for a hands-on, practical project that will see you working directly with me to build a capable team.
Description: We are looking for a talented and creative web designer and branding expert to build a fully functi...Deliverables: Fully designed and functional website for HighLevelCrafters.com. Complete brand guidelines including logo files, color palettes, and typography. Instructions for updating content, and maintaining the website. Bonus Skills: Copywriting skills for marketing-focused website content. Knowledge of SEO strategies to help drive organic traffic. Experience integrating marketing automation or CRM tools. Budget: Please provide your rates and estimated time to complete the project. To Apply: Submit your portfolio along with a brief cover letter detailing your experience with web design and branding. Include examples of past SMMA or marketing-related projects if ...
I'm in need of a professional to help with lead generation, prospecting, and data-entry on both Apollo and LinkedIn. The tasks will include: - **Lead Generation on...and data-entry on both Apollo and LinkedIn. The tasks will include: - **Lead Generation on Apollo**: You'll be responsible for identifying potential leads that fit our target demographic. - **Prospecting on LinkedIn**: This involves reaching out to potential clients and making initial contact. - **CRM Data-Entry**: Keeping track of all leads and prospects, ensuring our CRM database is up-to-date and accurate. Ideal candidates should have extensive experience with both platforms, as well as with CRM systems. Skills in communication, data-entry, and sales are highly desirable. Please include you...
...I'll provide in terms of appearance and functionality. - Integrate the form seamlessly into my existing WordPress site. - Utilize an Airport list API to source the best backend for the list of airports a visitor might research. - Ensure the form collects specific lead information: Name, Email, Phone Number, Preferred Travel Dates, Destination. - Implement automatic saving of collected data into my CRM, Freshsales. Ideal Skills - Extensive experience with WordPress, particularly with plugin usage and customization. - Excellent attention to detail. - Proven ability to enhance user experience through responsive design. - Previous portfolio should showcase similar projects. I have no preferred WordPress plugins for form creation, but I am open to suggestions based on your expe...
...Responsibilities: - Generate Leads: The primary focus will be on creating and capturing leads for accounting, auditing and tax consulting service. - Conduct consultations to understand client needs and provide tailored solutions. - Follow up, Follow up, and Follow up with prospects to nurture relationships and close sales. - Maintain accurate records of interactions and sales progress in our CRM. - Stay informed about industry trends and service offerings to effectively address client inquiries. - Convert Leads: The ultimate goal is to convert these leads into paying clients. Ideal Skills and Experience: - Sales Experience: Proven track record in sales, specifically in the accounting and auditing industry, will be highly advantageous. - Lead Generation: Expertise in genera...
I'm looking for a skilled developer to create a mobile-friendly, responsive desktop application that interfaces with Twilio for sending and receiving text messages. The application should also display the caller's name by linking with my CRM database using GET and POST requests. I have made a page to show you the concepts. This website can also be used for development. Respond as requested, to be considered. Generic responses will be deleted.
I'm looking for a skilled developer to create a mobile-friendly, responsive desktop application that interfaces with Twilio for sending and receiving text messages. The application should also display the caller's name by linking with my CRM database using GET and POST requests. I have made a page to show you the concepts. This website can also be used for development.
...Developer - Property Valuation We are a fast-growing real estate solutions company looking for an experienced freelance developer to work with large data sets and retrieve property valuations using Zillow’s API. This data will be integrated into our CRM to ensure ongoing updates and accurate property valuations for our portfolio. Key Responsibilities: Utilize Zillow’s API to retrieve property valuations for large sets of data based on our existing property records. Automate the process of fetching and updating estimated property values in our CRM system. Develop efficient workflows for managing large volumes of data and automating property valuation updates. Document the API integration process and troubleshoot technical issues as they arise. Requirements: P...
I'm looking for a skilled freelancer to propose and implement a door access controller. - website c...There are no specific preferences as to whether it should be a commercial pre-built or a custom-built controller. The main requirement is that the controller should respond to commands from my CRM, which is cloud-based (php website). Key Tasks: - Propose suitable door access controllers or Implement the selected door access controller. - Create a PHP one button script connection. - Ensure direct database connection between the controller and the CRM. Ideal Skills and Experience: - Proven experience with door access controller systems. - Strong PHP programming skills. - Experience with CRM systems and direct database connections. - Ability to propose ...
...the 1b Box Imports (inventory) to auto-generate a "Draft" Cut Out Instruction" for these Plants based on current orders in SalesForce. The database will primarily store: - Data from Excel spreadsheets - Date-based data to capture harvest results - Inventory information - Contact information A significant portion of this project will involve integrating the database with: - Salesforce CRM, pulling customer information from it and Sales Order information - Importing/exporting Excel data - Connecting with Canopy Database, our accounting system The ideal freelancer should have: - Experience in DBA and relational database design - Ability to develop and implement complex workflows - Proficiency in data import/export from Excel The database will nee...
...important information into our CRM system (Podio). (10% warm lead conversation based off conversation rate). Collaborate with the data manager to ensure high-quality lead lists and provide feedback on lead quality. Tag warm prospects and pass them to the acquisitions team for further follow-up. Requirements: English B2 or better (will be tested). You need to be articulate. Live around or close to EST (preferred) - sleepy people do not make good sales! Strong communication and persuasion skills - like convincing me to hire you. Close attention to detail - put the word "zebra" somewhere in your message. Experience with cold calling or phone-based sales - it's not for the faint of heart (I did it for years). Familiarity with triple-line dialers (e.g., Mojo, CallTo...
Responsibilities and Duties Develop and maintain the HubSpot technology solution to ensure the tools are customized and integrated in an optimal way. Develop reports and workflows that track customer activity over time to identify trends in behavior or needs that may indicate opportunities for improvement. Map the customer journey across each technology tool that makes up the CRM solution (e.g. HubSpot, DealHub, PartnerStack, AmpleMarket, DemandBase etc) Manage stakeholders across the touchpoints in the customer journey Enhance the Atlas ability to combine quantitative and qualitative data, and ensure we optimize our customer-facing actions to improve the customer experience. Work directly with stakeholders in marketing, sales, support, account management to gather requirements, de...
Our website has recently moved domains and we are encountering some technical difficulties with the transfer of our Fluent CRM system. We are seeking a specialist to rectify all system errors and manage the site moving forward. Key Issues: - Broken integrations with our email marketing tools - Transfer problems affecting overall system functionality Ideal Skills: - Proficiency in Fluent CRM - Strong troubleshooting skills for broken integrations - Experience with domain transfers and subsequent CRM adjustments - Email marketing tools integration expertise - Site management capabilities for ongoing support
...of a seasoned professional who has significant experience with to set up a seamless integration between Quickbooks and our CRM. Key Requirements: - Automate and synchronize invoicing and billing as well as customer information in real-time. - This project doesn't need to cover Project and task management at this stage, but understanding of such processes might be beneficial. Access: - The chosen freelancer will have full admin access to both systems, ensuring you're able to implement the necessary automations without restrictions. Ideal Skills: - Proven experience with - Proficiency in integrating Quickbooks and CRM systems, particularly - Excellent understanding of invoicing, billing and customer information processes I need this integration to
I'm looking for a senior-level dev person/team to help bring a Figma-designe...technical requirements are already prepared. This project involves creating an entire site with multiple sales pages aimed at PPC referrals. Key Requirements: - Custom Development: The task encompasses developing the entire website, focusing significantly on several sales pages. - Sales Pages: Expertise in creating landing pages and service pages is essential. - CRM Integration: There will be a need for integrating the site with a CRM system. The ideal candidate or team should be able to work closely with our dedicated PM during USA EST. The ability to deliver high-quality work at a competitive price point will be highly weighted in our decision. We will provide the requirements doc and Fi...
Start your application with "spin cycle" to confirm you've read this entire description. ## Project Overview We're seeking a skilled full-stack developer to complete and enhance our laundry subscription service MVP. The project integrates a sales page with a sign-up flow, payment processing, and CRM integration. ## Key Requirements - Strong experience with React and - Proficiency in TypeScript - Experience with Prisma ORM and PostgreSQL - Familiarity with and Stripe integration - Ability to work with existing codebase and complete backend functionality - **Mandatory**: Proficiency or strong willingness to learn and use Cursor AI Composer and V0 by Vercel for rapid prototyping - **Mandatory**: Excellent communication skills and fluency in English - **Mandatory...
I am looking for a highly skilled Zoho developer with significant experience in Zoho CRM and Zoho Creator. The key responsibilities for this role include: Enhancing and optimizing our existing Zoho creator Developing a custom function using Zoho Creator Key Skills Required: Proficiency in Zoho knowledge in Zoho Creator Prior experience building custom CRM applications Knowledge in business process automation is a plus Strong understanding of lead management, sales forecasting, and customer support functionalities The exact functionalities for the custom CRM are yet to be finalized, so your ability to propose and implement effective solutions will be highly valued. In addition, I want to bring to your attention that we already have an application that’s genera...
I'm looking for an expert Wix developer to create a business site for me. I have a selected template that will be used for this project. Key Features: - Home Page - Members sign up & exclusive content section - About Us - CRM capture form The ideal candidate for this project should be familiar with Wix and have a strong background in creating professional business sites. Experience with CRM integration is a plus. Please provide examples of your previous Wix projects in your bid.
I'm looking for a SharePoint expert to help set up a document management system primarily focused on storage and management of documents. The system needs to support the following specific functionalities: - Version control - Permission management - Document search and retrieval - Automatic update reminders with a display table In addition to these functionalitie...specific functionalities: - Version control - Permission management - Document search and retrieval - Automatic update reminders with a display table In addition to these functionalities, the ideal candidate would need excellent skills in integrating Microsoft Office (Word, Excel, etc.) into the system. Experience with SharePoint is a must, and familiarity with third-party project management tools and CRM systems w...
Lovely Pets LLP APP DEVELOPMENT Project Overview: We are looking for an experienced app developer who can help us build our Basic CRM system for B2B shops. Roles & Responsibility: · Develop the app and build on what is already made. · Teach it to intern engineers. Eligibility: Should be able to work on Backend: Node and Express Js Database: MySQL Frontend: Gradle Had experience in building apps before. Compensation: Depending on the skills and person it is negotiable.
I'm looking for a Zoho expert to assist in the se...expert to assist in the setup and development of my Zoho CRM. Specifically, I need help with: - Lead Management: Tailoring the system to effectively track and manage potential customers. - Sales Pipelines: Customizing the CRM to visualize and streamline our sales process. - Reports and Dashboards: Setting up comprehensive reports and user-friendly dashboards for data analysis. Ideal candidates should have extensive experience with Zoho CRM and a strong background in CRM development. Proficiency in creating custom modules, automation workflows and integrating with other systems is highly desirable. I need someone who can set up various aspects of the CRM to suit my business needs. Please provide ex...
...to foster long-term client relationships, ensuring repeat business. Account Management: Acting as a point of contact throughout the project lifecycle, ensuring smooth communication between the client and the production team. 3. Digital Services Knowledge: Understanding of 3D Animation: Familiarity with 3D product animation services and their client benefits. Tech-Savvy: Competent in using CRM systems (e.g., HubSpot), communication platforms (e.g., Zoom), and project management tools. 4. Remote Work Skills: Self-Motivation: Ability to work independently and meet sales targets remotely. Time Management: Strong organizational skills to manage time effectively. Adaptability: Flexible and responsive to changing client needs and remote communication tools. 5. Language Sk...
I'm looking for a vibrant, fun and eye-catching Instagram post graphic that compares Agent CRM to Ringy. Key Requirements: - The graphic should reflect a fun and vibrant style. - It must incorporate the company logos ( and ) - It should include customer testimonials in an engaging way. "The support is great and fast. Any time I have a challenge, it gets resolved. I love Agent CRM!" Bonnie Anderson The winner will be asked to also create Instagram posts to compare Agent CRM to Agency Bloc and HubSpot. The handover will include the Canva editable link. Thank you! I'm excited to see what you create!
I'm seeking an Odoo consultant with strong expertise in customization and development in Odoo. The primary task will involve creating a billing module in Odoo for tax laws of Bolivia and Paraguay. Ideal Skills: - Odoo customization and development - CRM software integration
We are looking for an experienced de...route optimization support. Monitoring orders, shipments, and vehicle maintenance schedules. Sending reminders about important tasks like vehicle checks and rest breaks. Connecting drivers with the best industry experts when necessary. Key Requirements: Extensive experience with WhatsApp API and chatbots. Proven expertise in developing custom AI solutions for specific industries. Integration with CRM systems like HubSpot or similar. Strong problem-solving skills and attention to detail in user experience. The primary goal is to build an assistant that is not only efficient but also highly personalized, becoming the go-to resource for truck drivers' needs. If you're skilled in automation and chatbot integration, this could be the perf...
...to review and edit the data before finalizing the contracts. Export Options: The completed contracts should be exportable in formats such as PDF and Word. Optionally, integration with digital signature platforms (DocuSign or Adobe Sign) would be a plus. Optional Features: Cloud Integration: Ability to store or retrieve templates and contracts from a cloud service (Google Drive, OneDrive, etc.). CRM/Database Integration: Integration with a client database for automatic retrieval of client information based on CI or other identification. Deliverables: Fully functional application that meets the above requirements. Documentation or tutorial on how to use the application. Support for future modifications or bug fixes. Skills Required: OCR technology (Tesseract, ABBYY FineReader, or...
...search traffic. Client Engagement Tools: Implement and manage client engagement tools such as CRM software, marketing automation platforms, and customer feedback systems. Team Collaboration: Collaborate with cross-functional teams including creative, IT, and product teams to align digital strategies with overall business objectives. Requirements:Bachelor’s degree in Marketing, Digital Technologies, or related field; Master’s degree preferred. Proven experience (X+ years) in digital marketing with a strong focus on performance marketing and e-commerce. In-depth knowledge of digital marketing channels, tools, and best practices. Proficiency in digital analytics tools (e.g., Google Analytics) and CRM software. Strong analytical skills and ability to interpret data...
...Android developer to build a CRM website and application focused on sales management. This system should be proficient in lead tracking, sales forecasting, and pipeline management. Key Features: - **Lead Tracking**: I need a feature that can help monitor potential customers and their interactions with our company. - **Sales Forecasting**: A predictive analytics tool that can help estimate future sales based on current data. - **Pipeline Management**: A system that visually represents the sales process and helps in managing potential sales. Ideal Skills: - Web and Android application development - CRM software development - Sales management systems expertise - Predictive analytics tools development experience A keen understanding of sales processes and effective CRM...
I'm looking for a skilled web developer to create a web application that provides solutions to various tasks. This platform should be user-friendly and efficient, cross platform, SEO, Organic marketing, CRM for tracking work progress, catering to a variety of online services. Key Features: - The application should facilitate the handling of different tasks for consumers with online payment - See attached file for further details Ideal Skills: - Proficient in web development with a strong portfolio of similar projects. - Experience in designing user-friendly, efficient web applications. - Knowledge in creating platforms for handling administrative tasks is a plus. Please provide examples of past projects that align with this description.
I'm in need of a skilled professional with a deep understanding of Vicidial. The project involves creating an API to control call actions via a phone-based CRM, and configuring this setup properly. Key Responsibilities: - Develop an API that enables control over call actions - Fetching and managing all relevant call data from Vicidial - Overseeing the API's ability to control specific call actions including initiating calls, ending calls, and transferring calls Ideal skills and experience for the job: - Extensive familiarity with Vicidial - Proven experience in API development - Prior work with phone-based CRM systems - Understanding of call centre operations - Ability to manage and fetch large data sets
I'm looking for a professional who can help me automate LinkedIn, Email Marketing and integrate a CRM system to streamline my internal processes. Note once we hookup on call and discuss if we fee like you are clear with our requirments and you share us Modules what we are going to get then we will hire you Key Requirements: - Expertise in LinkedIn automation tools. - Proficiency in Email marketing automation. - Experience in CRM software selection and integration. - Ability to design and implement a comprehensive automation strategy. My primary goal is to enhance efficiency within my operations. Ultimately, I want to automate these processes to free up time and resources that can be better spent elsewhere. Please reach out if you have the relevant skills and experie...
I need a summary-level report from Zoho's "deals journey" into an Excel file. This report should be filtered by date range, deal status, and salesperson. Ideal skills and experience for the job: - Proficiency in Zoho CRM - Advanced Excel skills - Experience with data filtering and report generation - Ability to deliver tasks on time Please provide your bid if you can assist me with this task.
...integrations - Knowledge of communication platforms like WhatsApp Please provide examples of similar projects you've completed in your bid. Your understanding and experience in this field will play a crucial role in the successful execution of this project. -> installed at our local computer in LAN and it will be access by LAN user as well as internet users 1. Import contact & task from OLD CRM to New CRM & Setup SSL 2. Create Quotation/Invoice Template - Various Courses which can be sent to customers by email 3. Create/import Course Names as dropdown to select with - Lead, Opportunity, Contact 4. Create Email Marketing Template and configure to send emails to Leads or Contacts 5. Create Automation jobs to send follow-up emails to various open opportuniti...
I'm seeking a freelancer who can edit a widget ...seeking a freelancer who can edit a widget provided by my CRM that is installed on several websites so it can track page views and communicate with my FollowupBoss CRM. This needs to be compatible with my current subdomain setup, which uses an alias. It currently works with subdomains / root domain but is not functioning when an alias (different url) is setup for the subdomain Ideal skills for this project include: - Strong experience with FollowupBoss - Proficient in widget editing and website programming - Knowledgeable about subdomain setups The widget should: - Track page views in real-time across multiple subdomains Please keep in mind that the functionality needs to be smooth and efficient, ensuring seamless int...
I need an expert to assist with my bookkeeping which includes transaction recording, reconciliation, and financial reporting. Additionally, I require help in setting up and optimally using Zoho Books and Zoho CRM within the Zoho One suite. The primary aim with Zoho CRM is to enhance my customer relationship management. Ideal candidates should: - Have extensive experience in bookkeeping and financial reporting. - Be proficient in using Zoho Books and Zoho CRM. - Have a strong understanding of customer relationship management strategies. Ultimately, I am looking for a freelancer who can help me streamline my finances and improve my customer interactions through effective use of Zoho One.
What I need to know is: 1 Can you design and deliver (as much as possible by email discussion) 2 The cost (always my great concern as it is all $$$ out and none coming in 3 The time to deliver 4 Payment and milestones for deliverables 4.1 I want to map out the plan for deliverables and payment. I always like to be able to test what is being delivered prior making any payment via Freelancer 5 Samples of previous work 5.1 A must is to supply samples of previous work. This also helps me to understand the MONDAY system If I have asked for something that the system cannot do, just tell me. And always stick to your core competencies! If you need to sub-contract anything, I need to be advised to say yes or no Moving Forward: XERO We want to also sign u...
I have a FileMaker Pro v16 application that is a CRM and Scheduling system. I have clients in 2 different locations for which there are 2 separate database structures, "'LC" and "LCin". the "LC" database has the functionality to email client schedules in a pdf document. This project is to duplicate the functionality in the other client database, structure - the LCin database. (I have tried to duplicate the functionality in the LCin database, but I am giving up - I am an extreme novice with FileMaker.) To complete the project, I can send all the files or have you login through Teamviewer or AeroAdmin to see current working functionality in LC and the current status of LCin. If there's a way to do this offline and then add necessary com...
I need a professional familiar with ClickUp to help me set up my CRM system. Key Requirements: - Help with setting up Contact Management and Task Automation features in ClickUp. - Expertise in ClickUp's automation capabilities to streamline my workflow. What I'm Looking For: - A ClickUp expert who can explain and implement its many great features. - Assistance with setting up automation for task assignments. Ultimately, I want to leverage ClickUp's full potential to improve my CRM and make my business run more efficiently.
I need help setting up ClickUp for project tracking and CRM purposes. The primary focus is on project tracking. I'd like to integrate lead management into this setup as well. Key Requirements: - Expertise in ClickUp - Experience in project tracking - Knowledge of CRM features, especially lead management - Ability to customize ClickUp for specific needs - Understanding of project tracking features like Gantt Charts, Time Tracking and Milestones.
