Flex crm jobs

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.

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.

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.

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.

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.

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 .

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...

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.

I'm in urgent need of a skilled website developer who can create a professional, user-friendly website for my institute, Talent Flex Solution Institute, in just 24 hours. Key Features of the Website: - Showcase of our 150+ courses - Highlight our 100% job placement guarantee - Emphasize our pay-after-placement scheme - Accessible for students from all educational backgrounds Ideal Skills and Experience: - Expertise in various website development platforms, with a preference for 'other relevant platforms' over WordPress or HTML/CSS - Proven ability to meet tight deadlines, specifically the 24-hour timeframe - Demonstrated experience in creating mobile-friendly and SEO-optimized designs - Previous work integrating course listings, admission details, and contact forms ...

**Job Title:** Junior Manager - Digital Marketing Team Lead **Location:** Remote **Position.** Long Term **About Us:** Talent Flex Solutions is a dynamic and fast-growing company dedicated to delivering exceptional results through innovative digital marketing strategies. We are looking for a passionate and driven **Junior Manager** to join our team and lead our digital marketing efforts. If you have a strong background in digital marketing, team management, and a knack for driving results, we want to hear from you! **Job Responsibilities:** As a Junior Manager, you will be responsible for hiring, managing, and leading a team of digital marketing professionals. Your key responsibilities will include: 1. **Team Management:** - Recruit, onboard, and train a high-performing team of ...

******** 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...

...& 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...

... 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...

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 ...

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...

...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...

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

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...

...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 ...

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...

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...

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...

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

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...

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...

...Lightning Web Component (LWC) Datatable for me. This needs to dynamically update based on filters applied in a CRM Analytics (Einstein Analytics) Dashboard. The filtered records should display in a responsive LWC datatable inside the Component Widget of the dashboard. Key Requirements: - The datatable should display various types of data fields including Text, Numeric, and Date. - The data source for the CRM Analytics Dashboard will be Salesforce. - The data in the datatable should be sorted alphabetically, inline editing, row selection. Ideal Skills and Experience: - Strong proficiency in Salesforce, specifically in developing with Lightning Web Components (LWC). - Experience with CRM Analytics (Einstein Analytics). - Good understanding of creating and managing L...

I will help the client create a document for their CRM to let them know which Zoho CRM features they can use in their new CRM software

...to create a robust Customer Relationship Management (CRM) system. The CRM should include: - Contact Management: Efficiently tracking and managing all customer interactions and data. - Sales Tracking: Monitoring sales performance, forecasting and pipeline management. - Email Marketing Integration: Seamlessly connecting with our email marketing initiatives. This system will primarily be used by our: - Sales Team: They will require tools for tracking prospects and managing sales pipelines. - Customer Support Team: They need to access customer history and manage support tickets. - Marketing Team: They will use the system for campaign management and tracking customer engagement. The ideal candidate will have: - Extensive experience in CRM development. - A deep under...

...Condition, and Price. 2️⃣ Web Dashboard & Analytics Develop a user-friendly dashboard to track AI call & SMS logs, monitor response & conversion rates, and categorize leads. Allow manual lead updates & human intervention. Implement a CSV upload system for bulk contact management. Integrate Calendly API for appointment booking. 3️⃣ CRM & Third-Party Integrations Implement Zapier/ integrations to sync AI leads with HubSpot, Salesforce, Podio. Build Webhooks for custom CRM integrations. 4️⃣ Compliance & A2P Legal Handling Set up A2P 10DLC registration for legal SMS outreach. Implement opt-in/opt-out handling & number rotation to avoid spam filters. Handle Twilio SIP trunking for scalable AI voice calls. Ensure TCPA, GDPR, and CCPA compliance for SM...

I'm looking for a skilled developer to create a voice bot for my insurance brokerage. The primary function of the bot will be to answer customer inquiries. Ke...inquiries. Key Responsibilities: - The voice bot should be capable of handling a variety of post-sales inquiries. This includes ensuring quality of service, encouraging customers to leave a Google review, cross-selling, informing customers about our loyalty program, and receiving calls for claims. - The voice bot will need to be integrated with our CRM system. Ideal Skills: - Experience in AI and voice bot development. - Familiarity with CRM systems and voice bot integration. - Understanding of customer service in the insurance sector would be a plus. Please provide examples of similar projects you've ...

...result-driven Freelance Business Development Consultants to generate quality leads and secure projects for our company. With a flexible work schedule and performance-based pay, this role is an excellent opportunity for those with strong marketing skills and a solid network. Services: - Branding & Corporate Identity - UI/UX Design & Web Designing - Web & Software Development - Web Applications, CRM & ERP Solutions - Pre-press, Poster & Banner Designing - Social Media Handling - Android & iOS App Development Expectations: - Generate a minimum of 5 successful projects monthly - Expand business opportunities both within and outside Kerala - Target: Startups, Small and Medium Enterprises (SMEs), Corporate clients Compensation: - ₹30,000/month for 5 projects ...

...(Unpaid Internship)** **Duration:** 3 months **Location:** Remote **Reporting to:** Business Strategy Team **Responsibilities:** - Identify potential clients, therapists, and healthcare partners for Whiz Tech. - Assist in preparing business proposals, pitches, and partnership documents. - Conduct competitor analysis and market research to support strategic decisions. - Help manage CRM tools to track client outreach and responses. **Requirements:** - Currently pursuing/completed a degree in Business, Marketing, or related fields. - Strong communication, negotiation, and research skills. - Interest in healthcare, physiotherapy, and AI solutions. **What You’ll Gain:** - Exposure to real business scaling strategies in the healthcare tech industry....

...media channels. Strong analytical skills with experience in Google Analytics, Facebook Pixel, GTM, and conversion tracking. Proven ability to scale ad campaigns profitably and manage ad budgets effectively. Experience with retargeting, lookalike audiences, and behavioral segmentation. Strong understanding of CRO (Conversion Rate Optimization) principles. Knowledge of marketing automation tools and CRM systems is a plus. Ability to work independently, manage multiple projects, and meet deadlines. Preferred Qualifications: Experience working with e-commerce, SaaS, B2B, or lead-generation campaigns. Familiarity with email marketing, influencer marketing, and affiliate marketing strategies. Experience in managing large ad budgets with a focus on performance. Compensation: Open for di...

...via chatbot.✅ AI-Powered Responses – Machine learning to improve accuracy and understand varied questions.✅ Lead Collection & CRM Integration – Capture customer details and store them for follow-up.✅ WhatsApp, Instagram, and Website Integration – Work seamlessly across multiple channels.✅ Feedback Collection – Gather customer ratings and feedback after each interaction.✅ Payment Processing (Optional) – Ability to process payments within the chat if needed. 3. Platforms & Integrations The chatbot should be developed to work on: WhatsApp Business API Facebook Messenger & Instagram Website (via Chat Widget) E-commerce Platforms (Shopify, WooCommerce, or Magento) CRM Integration (HubSpot, Zoho, Salesforce, etc.) 4. Technical Re...

...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...

...compliance tracking. Online Payments & Tenant Portals – Enable tenants to pay rent online and submit requests. Owner & Investor Reporting – Provide financial reports for property owners. AI & Automation – Automate reminders, rent adjustments, and document processing. Mobile Access – A mobile app for tenants, landlords, and property managers. Integrations – Connect with third-party tools like QuickBooks, CRM, and banking APIs The software should include advanced accounting features such as detailed financial reports, complex transactions tracking, and reconciliation functionalities. The software should be primarily developed as a web-based application. The software does not need to support multiple languages. User roles and permissions s...

We're looking for a Dispatcher Manager with exceptional communication skills to lead our home appliance repair service. Your ro...dispatching or service management (preferred) - Basic knowledge of home appliance repairs (a plus) - Proficiency in computer programs and CRM systems We Offer: - Competitive salary and bonuses - Friendly and professional team - Career growth opportunities - Flexible working schedule Skills & Experience: - Exceptional communication skills - Proficient in Microsoft Office Suite - Extensive experience in home appliance repairs - Strong organizational skills - Ability to multitask and work under pressure - Experience in dispatching or service management (preferred) - Basic knowledge of home appliance repairs (a plus) - Proficiency in computer progr...

I am in search of a skilled programmer who can d...businesses. The software should encompass crucial features such as Inventory Management, Customer Relationship Management (CRM), and Financial Reporting. Key Requirements: - The software needs to be compatible with touch screen functionalities, web-based platforms, or server operations. - There is no need for this software to integrate with any pre-existing systems or software, allowing for complete flexibility and independence of the software. Ideal Skills: - Proficiency in software development with a strong portfolio in creating administrative software. - Experience with designing user-friendly interfaces for touch screen compatibility. - Knowledge of incorporating CRM, Inventory Management and Financial Reporting featur...

I'm seeking a professional with experience in integrating WhatsApp chatbots with Zoho CRM and WATI. The primary purpose of this chatbot is to enhance our customer support. Key Requirements: - Integration of a WhatsApp chatbot for customer support. - The chatbot should provide automated responses to customer queries. - Integration must be compatible with Zoho CRM and WATI. The ideal candidate should have: - Prior experience with WhatsApp chatbot integrations. - Familiarity with Zoho CRM and WATI. - Ability to design predefined keyword-based automated responses.

Description: We are looking for an experienced Mailchimp & Mandrill API Developer who can help us integrate Zoho CRM with Mandrill (Mailchimp's transactional email service) to automate email sending. ? Project Scope: 1️⃣ Fetch Contact Data from Zoho CRM Retrieve contact details (including email) based on Contact ID. Ensure proper field mapping with Zoho CRM API. 2️⃣ Send Transactional Emails via Mandrill API Use Mandrill API to send emails to contacts fetched from Zoho CRM. Ensure proper email structure (subject, body, sender details). Implement proper error handling and logging for failed emails. 3️⃣ Secure API Key Management Ensure API keys are not hardcoded in the script. Suggest best practices for storing and using API keys securely. 4️⃣ Testing &am...

...open to freelance or contract-based professionals who can provide ongoing support and IT strategy. If you have experience working with small to mid-sized businesses in a manufacturing or industrial setting, we'd love to hear from you! Responsibilities: - Assess our current IT infrastructure and recommend improvements. - Manage, optimize, and maintain Microsoft 365, Fishbowl (ERP), and Salesforce (CRM) for seamless integration and company-wide communication. Administer and support the infrastructure to ensure smooth operations. - Provide IT security recommendations and best practices. Implement and monitor cybersecurity measures to protect company data. Assist in setting up backup, disaster recovery, and cybersecurity measures. - Troubleshoot IT infrastructur...

...workflow scalable for bulk outreach (handling thousands of emails). Provide documentation or a short Loom video explaining the final setup. Ideal Skills & Experience: ✅ Flowise Automation & AI Integration ✅ FluentCRM Setup & API Integration ✅ APIs & Web Scraping (Google Custom Search, LinkedIn, Crunchbase, Clearbit) ✅ AI Prompt Engineering (Optimizing AI-generated email personalization) ✅ WordPress & CRM Automation Experience Deliverables: ? Fully automated workflow that: ✔️ Fetches company insights dynamically ✔️ Generates AI-personalized emails in Flowise ✔️ Automatically sends emails via FluentCRM ? Email-sending automation with tracking & error handling ? Documentation or short Loom video walkthrough ? Budget: Flexible based on experience and solutio...

I am looking for a Spanish-speaking specialist in Zoho CRM and WhatsApp API to work with my company on developing various modules in Zoho. This involves creating reports and automating processes, as well as helping us set up a functional WhatsApp API account to automate follow-ups and customer service processes. Key Responsibilities: - Develop various modules in Zoho, including reports, automations and integrations - Automate processes in Zoho CRM specifically for sales tracking and customer service - Create comprehensive reports on sales performance Ideal Skills and Experience: - Proficiency in Zoho CRM and WhatsApp API - Experience in developing modules in Zoho - Strong Spanish language skills - Previous experience in sales tracking and customer service automation ...

I'm looking for a designer to create a modern and minimalist layout for our custom CRM Lead Object page. This page will contain around 65 fields across 6 sections. I have a general idea of the page structure and some existing layouts, but I want a professional to redesign it and generate mockups. Key Requirements: - Design within established brand guidelines - Create a layout suitable for both desktop and mobile - Deliver a modern, minimalist style Ideal Skills: - UX/UI design experience, especially with CRM systems - Proficient in modern, minimalist design principles - Able to translate brand guidelines into design - Experience designing for both desktop and mobile platforms

I'm looking for an expert to design and build a tailored HubSpot CRM for my renewable energy sales and installations business. The primary goal is to track and manage sales efficiently. Key areas of focus: - Sales Pipeline Management: I need assistance in configuring the CRM to effectively manage our sales pipeline. This includes tracking potential leads, managing interactions, and forecasting sales. - Sales Pipeline Stages: Initially, I want to include the 'Initial Contact' stage in our sales pipeline. Future stages may be included as the project progresses. - Automated Workflows: Create automated email sequences and task assignments to streamline sales processes and improve efficiency. - Reporting and Analytics: Set up comprehensive reporting and analytics d...

Create a landing page for candidates who will be interviewing for a position in our CRM system. The page should provide an overview of our CRM system and include visual elements to help illustrate the process. Requirements Content: Brief description of our CRM system Overview of the interview process Any other relevant information for candidates Visual Elements: Images or photographs that represent the CRM system and interview process These images should be engaging and help to illustrate the process Design: Clean and modern design Easy to navigate and read Functionality: Links to download our CRM system on mobile platforms (e.g. iOS, Android) These links should be easily accessible and visible on the page Technical Requirements: The page should be b...

...organizing my Zoho CRM attachments. I have approximately 500 deals, and all attachments need to be sorted into folders according to the deal number. I will provide: - Images/documents folder - Attachments folder - Deal folder Details: - Each deal contains a record ID and a deal number. The Record ID is in column A, and the deal number is in column AQ. - The attachments spreadsheet has the Record ID in column A and the Parent ID in column J. - The attachments are mixed files (PDFs, images, etc.). - Specify the types of files (PDF, image, Word, etc.) to be sorted for better organization. - Describe a data verification process to ensure all attachments are correctly matched with the corresponding deal numbers. The ideal freelancer for this project should have experience with Zoho...

...opportunity for someone who thrives in a sales environment and has a passion for the investment industry. Key Responsibilities: Engage in direct sales calls with prospective clients to present investment solutions. Build rapport and develop strong relationships over the phone. Handle objections professionally and turn them into opportunities. Maintain detailed records of calls, leads, and sales in our CRM system. Consistently meet or exceed sales targets. Ideal Skills and Qualifications: Proven experience in cold calling and sales. Knowledge or interest in the investment/finance industry is a plus. Excellent communication and persuasion skills. Ability to handle rejections with resilience and maintain a positive attitude. Self-motivated, results-oriented, and relentless in pur...

We are developping an interface between our CRM and WhatsApp throug Twilio and require an expert in order to help us with the onboarding and with ongoing our customers onboarding and mangement.

...emailer B) Essential Roles : UI/UX Designer (Figma, Adobe XD) Frontend Developer (React.js, , Tailwind) Backend Developer (Node.js/Python) Database Engineer (PostgreSQL/MongoDB) c) AI-Powered Enhancements Personalized Recommendations (for courses) Automated Chatbots (for handling FAQs) AI-powered Search (for student queries) D) Third-party Integrations Google Analytics & SEO Tools CRM Integration (HubSpot, Salesforce for student inquiries) Payment Gateways (Stripe, PayPal for tuition fee payments) LMS (Learning Management System) (Moodle, Blackboard if e-learning is integrated) Social Media Embeds (Instagram, Twitter feeds) E) Hosting & Deployment Tech Stack: Cloud Hosting: AWS (EC2, S3, RDS, CloudFront) Azure Vercel / Netlify (for frontend) CI/CD Pipelines...