Crm data migration crm crm jobs
I'm looking for a professional telemarketer to help with calling new leads for sales purposes. Ideal Skills: - Excellent communication and persuasion skills - Experience in sales - Ability to handle warm leads that have submitted more information - Knowledge in CRM software Your role will involve: - Calling potential customers - Objection handling questions - Closing sales Please note that the information to be gathered from the new leads is primarily their interest in our products/services. While we may not focus on collecting contact information or determining their preferred communication method, these aspects may come into play. Your ability to manage these scenarios could give you an edge.
Automation & CRM Specialist for Email & SMS Campaigns in Brevo Job Description: We are looking for an experienced automation and CRM specialist to streamline our lead management process using Brevo (Sendinblue), Zapier, and HubSpot CRM. The project includes automating email and SMS follow-ups, tracking engagement, and segmenting leads efficiently. Project Scope: -Lead Management Automation -Email & SMS Automation -Lead Scoring & Segmentation -Tracking & Reporting Ideal Candidate: -Strong experience with Brevo, Zapier, and HubSpot CRM. -Expertise in email & SMS automation workflows. -Ability to set up tracking for engagement & reporting. -Prior experience in real estate or investment-related campaigns is a plus. How to Apply: ...
I need a vTiger expert to troubleshoot my new installation. I am facing a few issues related to importing leads from a CSV file. Key Issues: - Leads imported are not appearing in the expected Lists, but only in the 'All' category. - Custom fields that ...being recognized or showing in the lead imports. I am using vTiger 7.x and importing leads via CSV files created in spreadsheet software like Excel. Ideal skills for this job include: - Extensive experience with vTiger, specifically version 7.x. - Proficiency in working with CSV files and understanding their importation into CRM systems. - Ability to troubleshoot and resolve technical issues effectively. - Knowledge in setting up and working with custom fields in CRM systems. I look forward to your assistance...
I'm seeking a seasoned professional with expertise in customizing Bitrix24 for a real estate brokerage. The CRM should integrate with prominent listing portals including Property Finder, Bayut, and Dubizzle. Key CRM Functionality: - Lead Management: The system should automatically assign leads to agents. - Automated Follow-Ups: Built-in reminders and follow-ups for leads. - Property Listings Management: Seamless integration and management of property listings. Ideal Skills and Experience: - Proven experience with Bitrix24 customization. - Familiarity with Dubai's real estate market and its listing portals. - Excellent understanding of CRM functionalities, particularly in lead management.
...for a skilled professional with experience in AI and CRM systems to create a bot for my Kommo CRM. Key Features: - The bot should primarily function to answer frequently asked questions from clients. - It should be equipped with Natural Language Processing capabilities to understand and respond to messages in a human-like manner. - The bot needs to be knowledgeable about the product details of my business to provide accurate information to clients. - It should be able to respond instantly to client messages, ensuring no delay in communication. - The bot should also have the capacity to move clients between different sales funnels based on their interactions. Ideal Skills and Experience: - Proven experience in developing AI bots for CRM systems, particularly Kommo...
I'm in need of a robust CRM system tailored for a powersports dealership. This system, built on Python and Django, will serve to handle everything from customer management to inventory control and deal tracking. We like the Django-Berry theme, but are open to other options. Key Features: - Customer Management: The CRM must efficiently manage customer information. It should have a searchable history and notes option, automated follow-up reminders before and after sales, and deal summaries enriched with AI insights. - Deal management: We need to track the progress of a deal, including follow up communications, in store progress, and deal structure. Several paper documents need to be produced and printed on demand. - Communication Monitoring: All interactions with custom...
I'm looking for a professional to assist in migrating my personal websites and email accounts from GoDaddy to a more affordable and reliable hosting service. This project involves: - Migrating 1-5 personal websites - Transferring 11-20 active email accounts - Providing recommendations for economical and...migrating my personal websites and email accounts from GoDaddy to a more affordable and reliable hosting service. This project involves: - Migrating 1-5 personal websites - Transferring 11-20 active email accounts - Providing recommendations for economical and reliable hosting companies - Assisting with the transfer of domains and SSLs Your expertise in hosting, website management, and email migration will be crucial. I look forward to your quote and recommendations. Thank ...
...provide timely responses. * Prepare marketing materials and company communications. Skills and Qualifications * Good communication and writing skills, with the ability to convey information clearly and concisely. * Proven experience in mortgage advising, banking, or a related sales /operations environment. * Strong organizational skills with meticulous attention to detail. * Proficiency in using CRM software and office applications (e.g., MS Office, Excel). * Bachelor’s degree in Finance, Business Administration, or a related field. * Strong networking and relationship-building skills...
I'm looking for an experienced Perfex CRM developer to extend the current calendar functionality. This project involves modifying how events are displayed, adding features for event creation, and improving connectivity with leads, clients, and employees. Key Requirements: - All events should be displayed as a block. - Public events should be identifiable by a globe symbol. - Creation of custom event types with fixed colors (e.g., site visit = red, video meeting = green, etc.) - Ability to link an event to a lead or client. - If an event is linked to a lead or client, their address should be shown in the event details. - Ability to connect an event to one or multiple employees. Ideal candidates should have: - Proven experience with Perfex CRM customization. ...
I need an experienced professional to install Oracle Database 23ai, APEX 24.2, ORDS, and Apache Tomcat on my Windows Server 2022. Key Tasks: - Set up a new Oracle Database 23ai. - Install and configure APEX 24.2, ORDS, and Apache Tomcat Ideal Skills: - Extensive experience with Oracle Database. - Proficiency in APEX, ORDS, and Apache Tomcat. Please note, ...need an experienced professional to install Oracle Database 23ai, APEX 24.2, ORDS, and Apache Tomcat on my Windows Server 2022. Key Tasks: - Set up a new Oracle Database 23ai. - Install and configure APEX 24.2, ORDS, and Apache Tomcat Ideal Skills: - Extensive experience with Oracle Database. - Proficiency in APEX, ORDS, and Apache Tomcat. Please note, this is a new database setup, so no migration of existing databases is...
I need some work done. Getting a new CRM . I need insightly crm setup. I need the crm connected to my website. The CRM is insightly crm. 1. I use 3 types of categories in the CRM. Leads, Pipeline, and Customers. 2. Perfexcrm is installed on aws i need it removed. 3. Leads and Pipelines are in the same type. 4. Customers business name. Managers come and go, so Business names. 5. I have my own provided excel sheet, items in my leads and customers. 6. I have built a form for new leads. I need it to import all new leads I enter with phone form. 7. I need for all new customers to be added to customers not leads from website. 8. I need a to setup tabs, to send commands to your system. Like grade of each lead or send emails. Or other commands. 9....
I need a professional to migrate my website from WordPress to Wix. The main reason for this transition is to enhance the site's ease of use. Key Requirements: - Retain all current functionalities including: - Blogging features - E-commerce capabilities - Contact forms - Integrate all existing third-party plugins and tools, specifically: - Payment gateways - Email marketing to...tools, specifically: - Payment gateways - Email marketing tools - Analytics tools Ideal Skills: - Expertise in both WordPress and Wix - Proficiency in E-commerce and blogging integrations - Experience with various payment gateways, email marketing tools and analytics software - Strong attention to detail to ensure all functionalities are seamlessly transferred and properly functioning post-...
I'm seeking an expert to develop a specialized CRM system tailored for the service industry. This system should efficiently manage both customer relations and work schedules. Key Features: - Customer Management: The CRM should facilitate the creation and maintenance of detailed customer profiles, track interaction history, and support customer segmentation for targeted service. - Work Schedule Management: I need a robust scheduling tool that can handle employee scheduling and appointment booking. Task assignment isn't necessary for this project. Ideal Skills and Experience: - Proven experience in CRM development, preferably for service-oriented sectors. - Proficiency in creating interactive and user-friendly interfaces. - Strong understanding of customer ma...
...leveraging your networking skills to connect with potential customers. - Recruitment: Sourcing and vetting freelancers to join our team. Ideal Skills and Experience: - Strong Networking Skills: Your ability to connect and engage with people is crucial. - Customer Acquisition Background: A proven track record in generating leads and converting them into customers is highly desirable. - Proficiency in CRM systems and Digital Tools: Familiarity with these will help streamline the process and enhance efficiency. - Recruitment Experience: Prior experience in recruitment, especially in freelance marketplaces, will be an advantage. If you're a driven individual with a knack for networking and a passion for customer acquisition and recruitment, I'd love to hear from you. Mess...
Transferring Wordpress from server to server and switching the domain between servers. The site exists. With all links preserved. Current cyberfolks hosting switching to home with options supporting wordpress. (hosting purchased) Plus making a new graphic design, minimalistic similar to what is (or something more interesting) Most importantly, perfect work on mobile devices phones + page speed tests in green in tests. A local company's site so according to Google guidelines to maintain position. This is a site of a small contractor of various installation works. It is important that all links and their form are completely unchanged. At the moment I use elementror for editing, in fact I even like it and I have already mastered it, so I would like to stay with it but without unn...
I require assistance in migrating emails from Google Admin to Microsoft Outlook. I've already exported the data and set up the corresponding Microsoft accounts. The email data is in .pst format and needs to be imported into Outlook. - User Accounts: The migration involves 1-10 user accounts. - Outlook Configuration: Assistance is needed only with specific settings, specifically the email account setup for each user. Ideal skills for this job include: - Proficiency with Microsoft Outlook and Google Admin. - Experience with data migration and .pst file handling. - Good understanding of email account setup and configuration.
Evaluation of doability of VisualSquirrel 2015 migration to VS2022
I'm looking for a professional who can integrate Odoo CRM with our Grandstream UCM 6302 VOIP system for a small office call center. Key Responsibilities: - Integrate Odoo CRM with Grandstream UCM 6302 - Set up call logging and recording - Implement click-to-dial functionality from the CRM During the calls, I want the following information to be captured in the CRM: - Call duration and time - Customer notes and tags - Call outcome and status The ideal freelancer for this project should have: - Extensive experience with Odoo CRM - Proficient skills in VOIP integration, specifically with Grandstream UCM 6302 - Previous experience in setting up systems for call centers - Strong understanding of customer relationship management systems - Ability to im...
I'm seeking an AutoCad MEP2018 professional to assist with reconfiguring the software following my profile migration. The main focus will be on the configuration of HVAC systems, electrical systems, and plumbing systems. Ideal Skills: - Extensive experience with AutoCad MEP2018 - Proficiency in configuring software post profile migration - Familiarity with HVAC, electrical, and plumbing systems - Ability to customize workspace and tools - Experience with template and standards configuration I might have existing projects or files that need to be imported during the setup, but I'm not sure yet. Please be flexible and ready to accommodate this possibility.
...Customer Relationship Management (CRM) system primarily for my sales team. Key Requirements: - Core Functionality: The system should have strong opportunity tracking capabilities to help the team monitor and manage potential sales. - Additional Features: To enhance our opportunity tracking, the system should include: - Automated follow-up reminders: This will ensure no opportunity is overlooked and timely follow-ups are made. - Pipeline visualization: A clear visual representation of our sales pipeline will help the team understand and strategize better. - Customizable reporting: The ability to generate reports tailored to our specific needs will be invaluable for tracking progress and performance. Ideal Skills and Experience: - Proven experience in CRM developmen...
I'm seeking a proficient marketer and web developer to create high-converting landing pages and sales funnels on GoHighLevel. The primary focus is on promoting and selling services through these platforms. Key Responsibiliti...to nurture leads and drive conversions. Integration Requirements: - Ensure seamless integration with top-tier email marketing services for effective outreach. - Set up payment gateways to facilitate smooth transactions. - Connect with CRM systems for efficient customer relationship management and tracking. Ideal Skills: - Proven experience with GoHighLevel. - Proficiency in setting up SMS automation. - Strong background in developing service-based sales funnels. - Excellent understanding of integrating with email marketing services, payment gateways, a...
I essentially want to add a new grid to each location of the plugin. You can find a demo here: After completing this, I want to integrate it with WordPress, specifically the Amelia plugin.
Move the current website to Siteground.
I want a web based financial accounting application but low budget. Friends who do not know ERP or CRM should not bid. Budget is fixed On githup project or ready coding. I had problems with payment and project before. First the work, then the payment. 1. Node js and react software. Mongodb or postgresql 2. Superadmin, admin, personnel roles and permissions. 3. PDF modules. 4. If rewritten, I will give the design ready. () 5. - There will be 2 panels, Superadmin, admin 6. Is it possible to have a separate database for each member admin? 7. All work to be done will be discussed mutually.
...entails developing an ERP system tailored for my organization, complete with a robust customer relationship management (CRM) module and a reliable payment system. Key Areas of Focus: - ERP Creation: The ERP system should primarily focus on managing customer relationships and facilitating payments. This will require a deep understanding of CRM software and payment processing systems. - E-commerce Integration: The e-commerce module should include a comprehensive product catalog, an intuitive shopping cart, and a dependable order tracking system. Ideal Skills: - Proficient in web, iOS, and Android app development. - Extensive experience in creating ERP systems, particularly CRM modules. - Skilled in developing e-commerce platforms with complete features. - Strong un...
Looking for developer who can create api and connect my custom crm with website
Looking for developer who can create api and connect my custom crm with website
Looking for developer who can create api and connect my custom crm with website
I'm seeking a seasoned sales professional with a robust background in eCommerce, particularly with Amazon and Flipkart, to help generate and convert leads for my services. Key Responsibilities: - Identify and generate high-quality leads for...clients, tracking progress and interactions diligently. - Collaborate with my team to refine lead generation and sales strategies based on feedback and results. Requirements: - Proven experience in sales and lead generation, ideally within the eCommerce sector. - Strong understanding of Amazon & Flipkart seller services. - Proficiency in using LinkedIn Sales Navigator, email marketing tools, and CRM software. - Excellent communication and negotiation skills. - Demonstrated ability to independently generate qualified leads and succes...
I'm looking for a meticulous data entry professional to assist in transferring customer contact information from PDF files into our CRM system. Key Requirements: - Proficient in data entry and familiar with CRM systems - Excellent attention to detail to ensure accuracy - Able to handle data from PDF files Your task will primarily focus on inputting customer contact information, so previous experience handling similar data is a plus.
...Sales and Marketing Data **Description:** We are seeking an experienced Power BI developer to create a comprehensive report for our sales and marketing data. The ideal candidate should have a strong background in data visualization and analysis, with a proven track record of delivering high-quality Power BI reports. **Project Requirements:** 1. **Data Integration:** - Integrate sales and marketing data from various sources (e.g., CRM, ERP, Excel files). - Ensure data accuracy and consistency. 2. **Report Design:** - Create visually appealing and interactive dashboards. - Include key metrics such as sales performance, marketing campaign effectiveness, customer segmentation, and ROI analysis. - Design reports that are easy...
I'm seeking an experienced AI engineer with Dja...with Django expertise to help create a Minimum Viable Product (MVP). The primary function of this application will be analyzing text data, specifically sales conversations and CRM data. Key Responsibilities: - Use Google Gemini for parsing and deriving insights from sales conversations and CRM data. - Develop the application using Django, ensuring it is robust, scalable and user-friendly. - Collaborate with me to iterate on features based on our MVP testing. Ideal Skills and Experience: - Proven experience in AI engineering. - Extensive knowledge of Django. - Prior work with data analysis applications. - Understanding of sales conversations and CRM data would be a plus...
...need assistance with, including data storage and retrieval, managing bucket policy and permissions, as well as data backup and recovery. Support for migration of servers from one entity to another Optimise for efficient running and cost savings 5-10 hours/week Key Responsibilities: - Assist with data storage and retrieval on S3 - Manage bucket policy and permissions - Oversee data backup and recovery Additionally, it's crucial that this engineer is well-versed in general security best practices, as there will be specific compliance and security requirements for the S3 setup. Ideal Skills: - Proficiency in AWS, particularly S3 - Experience with data storage and retrieval - Knowledge of bucket policy and permissions management - Capable...
I am seeking a seasoned database migration expert to facilitate a seamless transition from MySQL to MariaDB. This project primarily involves working with SQL databases. Support to completion of an end to end migration of a legacy dataset from an MSSQL database to a MariaDB Discrete effort with a timeline Needs to be local to Aus 50 hours of work Key Responsibilities: - Plan and execute the migration of MySQL databases to MariaDB - Ensure data integrity and minimize downtime during the migration process - Troubleshoot and resolve any issues that arise during the migration Ideal Skills and Experience: - Extensive experience with MySQL and MariaDB - Strong understanding of SQL database structures - Proven track record of successful database migr...
...Deluge scripting to customize my Zoho CRM. The primary focus of this project is optimizing workflows, automation, and seamless integration across Zoho tools included in Zoho One. A basic understanding of business processes is also preferred. Project Details: - No external tool integrations are required. - The work involves deep customization within Zoho CRM, including creating custom modules, fields, and workflow automations. - Specific tasks include managing workflows, automating customer follow-up tasks, and setting up email notifications to streamline operations. - Enable emails to function seamlessly within Zoho CRM while maintaining the ability to use Outlook for email communication. Ideal Candidate Qualifications: - Proven experience in Zoho CRM custo...
I'm seeking a skilled developer to create a Zoho AI Agent capable of nurturing leads for my business. Key Tasks: - The agent should be able to score leads and send...Key Tasks: - The agent should be able to score leads and send out automated emails to engage with potential clients. - It is crucial for the agent to categorize leads based on demographic data, their behavior on my site, and their engagement with me via WhatsApp. Integration: - The AI agent needs to seamlessly integrate with my CRM. Ideal Skills & Experience: - Proficiency in Zoho AI and CRM systems is a must. - Previous experience in developing lead nurturing AI agents will be highly regarded. - Strong understanding of automated email systems and lead scoring methodologies. - Excellent knowled...
...days, posisble to add special text/delete text from that cmsid - can login direct to cmsids from clients, look and setups and change things if needed by support Cloud-Based CMS Installer (vps server wille be used as cloud server) CMSID Creation with Admin & Password DNS Record Linking to CMS Cloud Server Installer for First-Time Server Configuration Support for 4 Migration Panel Options Database Import & Replacement for Migration Fresh Installation with Server Details (IP & DNS, Proxy Setup yes/no(reverse proxy)) Main Server & Load Balancer Connection Automatic Folder & File Creation on Load Balancers (also include streaming php, vod/series checker playarapi php and api php) Nginx Integration for Load Balancing + encryption between servers Server loa...
I'm seeking a talented web developer with a strong background in WordPress and web design to create several lead generation and service detail landing pag...Responsibilities: - Create engaging, high-functionality, SEO-friendly landing pages - Improve the Services page to meet high design standards - Ensure all pages align with current site branding Specific Requirements: - Implement interactive elements, social media integration, and contact forms on the landing pages - Integrate Zoho CRM for the contact forms Ideal Skills: - Extensive experience in WordPress development - Strong web design and SEO skills - Proficient in CRM integration I need someone who can deliver visually appealing pages that function seamlessly, helping to drive lead generation and showcasing my...
...Tools and Platforms • Ligna CRM: A centralized platform for managing leads, cases, and client services. • N8N Automation: An orchestration tool for workflow automation across all platforms. • SMS & Calling Tool: A communication solution for appointment scheduling and follow-ups. • Court Record Scraper: A data extraction tool for real-time public eviction record collection. 2. Workflow Steps Step 1: Court Records Scraping and Lead Generation Objective: Automate lead generation by scraping public court eviction records. Process: 1. Use a scraper to extract eviction case details (e.g., property address, landlord, case status). 2. Enrich extracted data by appending missing contact information (emails, phone numbers) via APIs. 3. Automatically upl...
I'm looking for an expert in AWS and CodeIgniter 3 (CI3) to assist in migrating my data visualization dashboard onto AWS EC2. The dashboard is currently functioning well and does not require any redesign or tweaks, so the primary task will be the seamless transfer of the existing system. Key Requirements: - Expertise in CodeIgniter 3 (CI3) - Extensive experience with AWS, specifically EC2 - Strong understanding of data visualization - Proven track record in dashboard migration - Excellent attention to detail to maintain the current design during the migration Please provide examples of similar projects you've completed in your proposal.
I'm looking for an AI programmer to build a program that c...and scan various social media platforms. The goal is to gather specific information related to real estate. Target Platforms: - Facebook - Instagram - LinkedIn - X Criteria for Scraping: - The program should focus on posts from people discussing moving to Arizona, in any context. Data Classification: - The program should classify and upload posts and comments, engagement metrics, and contact information to a CRM program for marketing and lead generation. Ideal Skills: - AI programming - Data scraping - CRM integration - Real estate market understanding - Social media familiarity Experience with these platforms and understanding of real estate-related content will significantly improve the qu...
I want a web based financial accounting application but low budget. Friends who do not know ERP or CRM should not bid. Budget is fixed On githup project or ready coding. I had problems with payment and project before. First the work, then the payment. 1. Node js and react software. Mongodb or postgresql 2. Superadmin, admin, personnel roles and permissions. 3. PDF modules. 4. If rewritten, I will give the design ready. () 5. - There will be 2 panels, Superadmin, admin 6. Is it possible to have a separate database for each member admin? 7. All work to be done will be discussed mutually.
I need a proficient software developer to build a field management software for me. The software should be online and compatible with both web and mobile platforms. The software should be similar to Tradify and should include the following features: - Form Builder - CRM - Job Management (this is the most critical component) - Quote - Invoice - Purchase Order - Bill - Scheduler - Email - intergrate with freeagent and quickbooks The Job Management component is of utmost importance, but I have not specified any particular features within it. You may want to include: - Task Assignment - Progress Tracking - Team Collaboration Tools I require this project to be completed within 14 days. Ideal candidates for this job should have extensive experience in software development, particu...
...Appointments: Coordinating meetings, managing calendars, and ensuring no scheduling conflicts arise. - Data Entry: Accurately inputting information into databases and maintaining records. Virtual Assistant Duties: - Customer Support: Responding to customer inquiries, resolving issues, and ensuring a positive customer experience. - Research Tasks: Conducting online research for various projects and compiling findings in a clear and concise manner. - Social Media Management: Overseeing company social media accounts, posting updates, and interacting with followers. Ideal Skills and Experience: - Proficient in the Microsoft Office Suite: Excel, Word, PowerPoint, and Outlook. - Familiar with CRM Software: Experience with tools like Salesforce or HubSpot is a plus. - Knowledge...
I'm lo...looking for a Zoho CRM Widget that integrates with the WhatsApp API. This widget should be able to handle both sending and receiving messages. Key Requirements: - The widget should facilitate sending messages to leads/Contacts via WhatsApp. - It should also be capable of receiving incoming messages & Chat - I want the ability to track message interactions. Additional Features: - The widget should support the use of message templates, allowing for consistent communication. - It should also be able to handle media attachments, enabling richer conversations Ideal Skills: - Extensive experience with Zoho CRM and the WhatsApp API. - Strong skills in CRM development and widget creation. - Excellent understanding of message template usage and media atta...
I'm seeking a professional web developer with extensive experience in creating multi-tenant SaaS platforms, specifically tailored for the hotel industry. Essential Features: - A robust Customer Relationship Management (CRM) system - A comprehensive room booking and reservations module that includes: - Payment processing - Real-time availability tracking - Automated email confirmations Property Management Features: - Inventory management - Review Management system Ideal candidates should have a strong background in CRM implementation, e-commerce integration for payment processing, and experience in developing interactive real-time tracking systems. Prior involvement in designing a guest feedback system will be a plus. Your ability to create a user-friendly...
...calls and texts, Constant Contact for emails, and Outlook - with my Salesforce CRM. This project aims to streamline the tracking and management of calls, emails, and text messages within Salesforce to enhance my customer relationship management. Key Requirements: - Integration of call logging and management from Ring Central - Synchronization of emails from Constant Contact and Outlook - Tracking of text messages from Ring Central - Interaction with Salesforce components: Contacts and Companies Ideal Skills: - Extensive experience with Salesforce CRM - Proficient in integrating third-party communication tools with Salesforce - Familiarity with Ring Central, Constant Contact, and Outlook - Strong understanding of CRM and its components, particularly 'Contacts&...
...days, posisble to add special text/delete text from that cmsid - can login direct to cmsids from clients, look and setups and change things if needed by support Cloud-Based CMS Installer (vps server wille be used as cloud server) CMSID Creation with Admin & Password DNS Record Linking to CMS Cloud Server Installer for First-Time Server Configuration Support for 4 Migration Panel Options Database Import & Replacement for Migration Fresh Installation with Server Details (IP & DNS, Proxy Setup yes/no(reverse proxy)) Main Server & Load Balancer Connection Automatic Folder & File Creation on Load Balancers (also include streaming php, vod/series checker playarapi php and api php) Nginx Integration for Load Balancing + encryption between servers Server loa...
