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    2,000 crm invoicing jobs found

    Requirements. 1. The middleware WEB API will need to be able to retrieve the paypal link generation request from our desktop program securely, store the request detail in his local mysql database and process(handle) the request to generate the paypal payment link and return it back as a string to the desktop program. 2. Also, when the payment link is paid from the customer the WEBAPI must be able to capture this event (via the paypal callback event) and save the date/time/transactionid/paypal response and any other info we might need to know so we can know from our desktop program if the certain payment link that is lined to a specific company invoice is paid or not. 3. We need to record the payment attempts and capture its details to the webapi database. For example if the customer try t...

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    I'm on the lookout for a dedicated Inside Sales Representative with a strong footing in the Technology industry. Your ...opportunities. Key Responsibilities: - Cold calling potential clients: Your main task will be to identify and contact potential technology clients to drive business growth. Ideal Skills: - Proven experience as an Inside Sales Representative, specifically within the Technology sector. - Excellent communication and persuasion skills, with a knack for identifying potential leads. - Proficient in using CRM software and MS Office Suite. - Able to work independently and as part of a team. Experience: - Prior experience in a tech-focused sales role is highly desirable. If you're ready to take on this challenge and contribute to our team's success, I...

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    ... and Invoicing solutions. We are seeking a highly skilled freelance developer to handle ongoing updates, feature development, and maintenance for our software. Responsibilities: Maintain and enhance our SaaS-based application. Develop and integrate new features as per customer and business requirements. Optimize performance for a seamless multi-tenant SaaS environment. Ensure high levels of security and scalability. Debug and fix any technical issues promptly. Requirements: Expertise in: Backend: PHP (Laravel framework) Frontend: JavaScript, HTML, CSS Database Management: MySQL or equivalent databases Cloud Platforms: AWS, Azure, or equivalent (preferred) Key Skills: Deep knowledge of multi-tenant architecture and SaaS development principles. Experience with ERP, POS, and I...

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    I am looking for a sales development representative who can help with lead generation, specifically throug...specifically through cold and warm calling US K-12 school districts. Key Responsibilities: - Conduct cold calls targeting B2B leads - Identify potential business prospects and set appointments Ideal Skills: - Previous experience in B2B lead generation preferred - Excellent communication and interpersonal skills - Strong persuasive skills and ability to handle rejection - Knowledge of sales CRM software is a plus Your primary objective will be to generate quality leads that can be converted into potential business opportunities. Please provide a brief of your relevant experience when bidding. This is a 3-month contract with potential to transition to a perma...

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    Urgent
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    I'm seeking a company that can provide a reliable and accurate prepaid meter solution along with a customer management solution for an electricity company. Key Requirements: - The prepaid meter solution must prioritize accuracy and reliability. - Integration with our existing systems is crucial. This includes our billing system, customer relationship management (CRM), and supply chain management system. Ideal Skills and Experience: - Proven expertise in providing prepaid meter solutions. - Experience with customer management solutions specifically designed for the electricity sector. - Strong capabilities in system integration. - Track record of delivering accurate and reliable solutions. Please note: The features of the customer management solution are still under consid...

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    I'm seeking an experienced Full-Stack Developer to collaborate on a centralized and automated parcel management platform. The project involves both Web and Mobile development, with support for both iOS and Android operating systems. Key Responsibilities: - Develop and implement crucial modules, including parcel registration, tracking, invoicing, and customs management. - Integrate third-party APIs, specifically local wallet payment gateways, as well as those for real-time tracking and customs platforms. - Ensure high code quality through rigorous testing and optimization. Ideal Skills & Experience: - Proven experience in full-stack development. - Expertise in both Web and Mobile application development. - Prior work integrating third-party APIs, particularly for payments ...

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    we are looking for a seasoned company to design and develop a bespoke Property Management System (PMS) specifically for hotel operations . It will also have Channel manager API Integration, Activity API Integration and Transport Module. Platform Compatibility: - The system should be e...The PMS needs to support various access levels including Hotel Owner [Hotel Staff], Supplier, Vendor, agents, vehicle Owner etc. Ideal Skills and Experience: - Extensive experience in developing property management systems - Proficient in web-based application development - Knowledge of hotel operation requirements - Expertise in user access control systems - Strong background in billing and invoicing software development Noted : Do Bid If you have Done PMS[Hotel Operation] Before and you have dem...

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    I am looking for a very professional Linkedin background image which I can use on my personal profile page. According to Linkedin the recommended dimensions are 1584 pixels wide by 396 pixels tall. My job is split in half. One one side I am a Project Manager / Product owner for Website development, Microsoft Dynamics 365 CRM and Learning Management System. On the other hand I am an Online Marketing Manager with knowledge of: SEA, SEO, Web Analytics, Usability, Marketing automation, Affiliate marketing, Content marketing, Customer Data Platform and Data analysis. I would like to have both halves represented in the background image. Maybe on the project management side there can be a network of noded incorporated and one the online marketing side a graphic. On the other hand I am n...

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    Guaranteed
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    I'm looking for a seasoned CRM specialist to develop and execute custom solutions for my accounting and taxation services company, specifically utilizing HubSpot. Key Responsibilities: - Design a tailored HubSpot CRM system that caters to the specific needs of an accounting and taxation services company. - Implement client management features to streamline our customer interactions. - Integrate automated billing capabilities to enhance our operational efficiency. - Assist in building a website as part of the CRM setup. Ideal Candidate: - Extensive experience with HubSpot CRM. - Proven track record in designing CRM systems for accounting and taxation services. - Skills in web development. - Excellent understanding of client management and automated...

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    ...provided leads. Effectively pitch the unique value of the event to high-net-worth individuals and travel enthusiasts. Handle objections, answer questions, and provide detailed information about the festival. Maintain records of calls and interactions in our CRM system. Meet or exceed daily/weekly sales targets. Qualifications: Fluent or Native English Speaker (mandatory). Sales Experience: Minimum of 2 years in cold calling or a related role. Strong communication and persuasion skills. Professional and confident phone demeanor. Experience with CRM tools is a plus. Compensation: Base Rate: Competitive hourly rate (based on experience). Commission: Bonus structure for hitting ticket sales targets. Work Environment: Flexible hours, remote position. Weekly progress check-ins v...

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    ...kid and can be billed. • Assets and Devices • Manage authorized devices and PPM schedules with basic features. • Location • Implement GPS tracking. • Financial Details • Hourly, daily, weekly, monthly rates. • Nursery rates. • Manage consumables and additional logic (funding). • Line items, sessions, items, consumables, funding, discounts. • Accounting, child reference codes, account codes. • Invoicing, invoice settings, payment methods. • Integrate Paypal payment gateway. 2. Staff Management • Staff Handover of Kids • Add a staff member. • Manage staff leave types, staff list, staff rota, staff register, staff login, staff leave, and staff attendance. • Attendance • Track attendance for the agre...

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    I'm excited to present a lucrative franchise opportunity with...you will leverage state-of-the-art business tools and ERP systems that empower businesses to grow, streamline processes, and enhance profitability. Key Aspects of the Opportunity: - Access to cutting-edge technology and business solutions - Comprehensive marketing support to boost your franchise visibility and reach - Utilization of advanced ERP software with features for inventory management, CRM, and financial reporting Ideal Skills and Experience: - Passion for entrepreneurship and technology - Previous experience in franchise management or marketing would be advantageous - Strong understanding of ERP software and its applications in business Embark on your entrepreneurial journey today with ProfitPowerB and ...

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    I'm seeking a professional with extensive knowledge of NetSuite, specifically in CRM and Sales Processes, to conduct live online training sessions. The training is for a beginner level user, so a patient and clear teaching style is essential. Key Requirements: - In-depth knowledge of NetSuite, particularly CRM and Sales Processes - Experience conducting live online training sessions - Ability to explain concepts clearly and patiently to a beginner - Flexible to schedule sessions at convenient times Ideal Skills: - Proficiency in NetSuite - Previous experience in teaching or training - Strong communication skills - Patience and understanding

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    I'm looking for a skilled developer to create a comprehensive invoicing app akin to Easy Expense, with cross-platform support (iOS and Android). The app should include all functionalities of Easy Expense and seamlessly integrate with Quick Books and xero. Key Features: - All features present in Easy Expense - Cross-platform compatibility (iOS and Android) - Integration with Quick Books and xero for accounting Ideal Skills: - Proficiency in mobile app development for both iOS and Android - Experience with creating finance-related applications - Prior work integrating apps with Quick Books and xero - Understanding of features and functionalities of Easy Expense Please provide relevant examples of your work.

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    A web-based Customer Record Lookup tool our staff to use, could be built on a CRM platform, but is very simple. The application consists of two main interfaces: Admin Interface: - User management functionality (add/edit/delete users) - CSV file upload for customer record updates, replacing existing data User Interface: - Secure login system - Spreadsheet (table) style display of customer data - Search functionality by: account number, last name, or service address (partial or full matches) Style: - Professional, streamlined interface with a focus on readability - Color-coded search results for quick identification - Design with optimized layouts for desktop / laptop use Files Provided 'Customer ' - This is the export from our ERP. - File will be uploaded to the app yo...

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    ...professional VA agency seeking a skilled and dedicated Virtual Assistant to join our team. This is a full-time role supporting a New York-based real estate company Key Responsibilities: - Manage and optimize Hubspot CRM - Oversee and create content for all major social media platforms (Facebook, Instagram, LinkedIn, Twitter) - Cold call to generate leads and follow up with prospects professionally - Design graphics using Canva for social media posts, email marketing banners, and brochures and flyers Requirements: - Fluent in English (both spoken and written) - Proven experience with Hubspot CRM - Strong social media management skills across major platforms - Confident and professional demeanor for cold calling - Proficient in Canva or similar graphic design tools Famili...

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    ...seeking a seasoned programmer to create a proprietary software for my HVAC company. The software should incorporate certain features of Service Titan, and also come with a companion mobile app. Key Software Features: - Scheduling and Dispatch: The software should effectively manage scheduling and dispatching of service calls. - Invoice and Payment Processing: A seamless and secure system for invoicing and payment processing is crucial. - Customer Management: Comprehensive customer management features are a must. - Marketing Features: The software should include functionalities for marketing. Key Mobile App Features: - Field Technician Interface: A user-friendly interface for field technicians is necessary. - Customer Booking: The app should enable customer booking directly. - M...

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    ...Property Management Real-Time Property Updates: Automatic property availability updates synced across platforms. Virtual reality (VR) property tours instantly accessible and shareable. Reservation and Sales Tracking: Tools for property reservations and app-based sales tracking. Open Home Features: Streamlined client check-ins, mobile brochures, and visitor follow-ups. 3. CRM and Customer Engagement Built-in CRM Tools: Manage leads, client profiles, and interactions in real-time. Tools for agent commissions, trust accounting, and compliance. Customer Journey Mapping: Vendor real-time feedback, surveys, and Net Promoter Score tracking. Campaign Reporting: Vendor Campaign Reports and live analytics to improve transparency and communication. 4. Marketing Au...

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    I'm looking for an AI developer who can build an intelligent agent that will make sales calls for me from my Zoho CRM system. This AI should be capable of performing a number of tasks during these calls, including qualifying leads, pitching products or services, and collecting customer information. Ideal skills and experience for the job include: - Deep understanding and experience with AI development - Proficiency in creating software that integrates with Zoho CRM - Experience with developing AI for sales purposes - Ability to create AI that can qualify leads, pitch products and gather customer information

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    ...records in a CRM system. • Schedule appointments, calls, or meetings for the lead mentor to connect with parents. Coordination and Communication • Act as a bridge between parents and the mentoring team to ensure smooth communication. • Follow up with leads to ensure attendance at scheduled calls or meetings. • Assist in organizing promotional campaigns and events when needed. Qualifications and Skills: • Proven experience in social media management and content creation. • Strong understanding of digital marketing and lead generation strategies. • Excellent written and verbal communication skills in English (Arabic or Russian is a plus). • Organized and detail-oriented with the ability to multitask effectively. • Proficiency in tools ...

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    I need a freelancer to develop a middleware that can connect our in-house ERP system with the United Arab Emirates' E-invoicing system. This solution must be API-based, allowing for easy integration with any of our products in the future. Key Responsibilities: - Develop a middleware for E-invoicing integration - Ensure the solution is API-based - Design for easy integration with future products Ideal Skills: - Extensive experience in middleware development - Proficient in designing API-based solutions - Familiarity with UAE's E-invoicing system is a plus Note: Our in-house ERP system manages sales and invoicing, inventory management, and customer relationship management. Unfortunately, we do not currently have any documentation for our ERP system�...

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    ...using Web SDK’s () or UI automation Windows 11 VDS Environment Chrome, Node/Python setup Windows Task Scheduler or other orchestration Logging and retry logic if errors occur Unattended Operation (365 days) Orchestration (CRON-like scheduling, pm2, etc.) Exception handling (Zoom login errors, network issues) Logging/monitoring (email alerts, Slack messages, etc.) (Optional) AI or CRM Integration If advanced chat response (AI) or marketing automation is relevant Not mandatory, but beneficial for future expansions Additional Details Deadline: Within 3 days for an initial proof-of-concept (if feasible). A fully stable solution may take longer. Budget: Starting at $1000+ Policy Note: The solution must comply with Zoom’s terms, focusing on legitimate user sessions ...

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    ...experienced Odoo professional to deploy an Odoo 18 community application on my Linux server hosted on Railway. This project involves making minor adjustments to the layout, specifically changing the color scheme and adding/removing specific sections. Additionally, the freelancer will need to ensure the application is fully operational with all standard modules, including Accounting, Inventory, and CRM. The ideal candidate should: - Have a proven track record with Odoo installations and customizations. - Be proficient in Linux server management. - Have skills in UI/UX to assist with layout adjustments. - Be able to explain technical processes in a clear and comprehensible manner. Please note, this isn't just a deployment task; I need someone who can help me understand the p...

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    ...Customer Relationship Management Description: This course provides an in-depth exploration of how AI can revolutionize customer relationship management (CRM) by creating personalized, data-driven customer experiences. Participants will learn to use AI tools for customer segmentation, sentiment analysis, and predictive modeling to enhance customer retention strategies. The program also demonstrates how AI-powered chatbots, virtual assistants, and automated workflows can improve customer satisfaction by providing faster and more accurate service. Real-world case studies and hands-on exercises will showcase how AI tools integrate with existing CRM platforms, allowing staff to engage customers proactively and foster long-term loyalty. By the end of this training, participants ...

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    ...outreach, interactions, and follow-ups using our CRM system. - Exhibit resilience and persistence in the face of rejection, turning feedback into opportunities for improvement. - Leverage the founders’ personal brand and company case studies to build credibility and rapport with potential clients. What We’re Looking For: - Proven experience in appointment setting, telemarketing, or sales (experience with commission-based roles is a plus). - Exceptional verbal and written communication skills with the ability to connect with people over the phone and in written formats. - Self-motivated and disciplined with a strong work ethic. - Results-oriented mindset and the ability to handle objections and rejection professionally. - Familiarity with CRM systems and other ...

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    I'm looking for a professional to set up a real-time synchronization system for leads from Idealista and Fotocasa to my ZOHO CRM. Key Requirements: - The automation needs to capture and synchronize contact information, property details, and the lead source in real-time. - A notification system that alerts me via email whenever a new lead comes in. Ideal Skills: - Experience with ZOHO CRM and automation tools. - Knowledge of real estate platforms like Idealista and Fotocasa. - Strong understanding of data synchronization and CRM management.

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    ...experienced professional to set up my Podio CRM primarily for secure storage and management of confidential customer information. Key Responsibilities: 1. Design a CRM structure within Podio that focuses on keeping customer information confidential and secure. 2. Implement features for managing personal identification details, payment information, and business interactions. 3. Ensure the system can securely handle proof of ID, proof of funds, and proof of address. 4. After it has been created, I want a zoom call showing me how to use the system Ideal Skills: - Extensive experience with Podio CRM - Strong understanding of data security measures - Background in customer support systems Your objective will be to create a user-friendly, secure Podio CRM that ...

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    CRM Updates

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    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.

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    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: ...

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    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...

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    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.

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    ... and Invoicing solutions. We are seeking a highly skilled freelance developer to handle ongoing updates, feature development, and maintenance for our software. Responsibilities: Maintain and enhance our SaaS-based application. Develop and integrate new features as per customer and business requirements. Optimize performance for a seamless multi-tenant SaaS environment. Ensure high levels of security and scalability. Debug and fix any technical issues promptly. Requirements: Expertise in: Backend: PHP (Laravel framework) Frontend: JavaScript, HTML, CSS Database Management: MySQL or equivalent databases Cloud Platforms: AWS, Azure, or equivalent (preferred) Key Skills: Deep knowledge of multi-tenant architecture and SaaS development principles. Experience with ERP, POS, and I...

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    AI-Driven CRM Bot for Kommo
    5 days left
    Verified

    ...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...

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    I'm looking for a skilled developer to create a comprehensive invoicing app akin to Easy Expense, with cross-platform support (iOS and Android). The app should include all functionalities of Easy Expense and seamlessly integrate with Quick Books and xero. Key Features: - All features present in Easy Expense - Cross-platform compatibility (iOS and Android) - Integration with Quick Books and xero for accounting Ideal Skills: - Proficiency in mobile app development for both iOS and Android - Experience with creating finance-related applications - Prior work integrating apps with Quick Books and xero - Understanding of features and functionalities of Easy Expense Please provide relevant examples of your work.

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    I...keeping application with the following core functionalities: - Invoicing and Billing: The app should allow users to create, send and manage invoices and bills efficiently. - Expense Tracking: Users should be able to track their expenses seamlessly. - Financial Reporting: The app should generate comprehensive financial reports based on user data. In addition to the core functionalities, the app should integrate with various accounting software to streamline the user's accounting process. Ideal skills and experience for this project include: - Proficiency in iOS app development - Prior experience in developing financial or accounting apps - Knowledge and experience with integrating third-party software - Understanding of invoicing, expense tracking and financial rep...

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    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...

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    ...monitoring, real-time performance tracking. Deliverables: Targeted campaigns, optimized funnels, analytics, launch prep. Phase 3: Launch (Apr 23 – May 23 | $1,500) • Execution: Real-time AI insights for launch content, conversion analysis, and follow-up campaigns. Deliverables: Optimized launch support, post-launch nurturing. Payment: Half upfront monthly, and balance at month-end with detailed invoicing....

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    ...features like job listings, user dashboards, local services, and gig management. Core Features to Develop: Authentication and User Management: Secure user registration, login, and role-based access control (e.g., employers, freelancers, admins). Job and Gig Listings: API support for advanced search, filtering, and listing updates. Payment Integration: Support for subscriptions, transactions, and invoicing. Data Storage and Management: Design and optimize databases for scalability and efficiency. Notifications System: Email, SMS, and push notifications. Support for Local Services and Tasks: Real-time data updates and booking systems. Webinars and Podcasts: API for hosting, streaming, and managing content. Admin Panel Functionality: Tools for managing users, platform analytics, an...

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    ...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...

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    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. ...

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    Sealed
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    Hi I’m looking for someone to Configuration, Setup, Integrate & Migrate to Bitrix24 for both divisions of my company. Here is the scope of work: Social Media Integration (FB, Gads, Insta) o Social Media Messenger (FB, Insta) o CRM form & live chat code. o Department Creation (We've already structured some of the departments) o Employee Onboarding (invitation, placement in departments & access permission) o Email Integration o Configuration of Pipelines, creating sales Process Flow to track leads, opportunities, and deals. 1 lead flow and ----2 deal flows- Sales & PR o Configuration for Product / Service catalogue for commercial / sales team o Project/Task Workflow & Automations for Editorial & Social Media Management Departments. o Configurati...

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    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....

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    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...

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    ...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...

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    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...

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    We operate a Real estate agent coaching and training business from Vancouver Island, BC Canada our GHL site and crm are partly built but are not running as intended, and need both some editing, new funnels and automations as well as ongoing administrative work and operation for the site, memberships, communities and dealing with the lead automations and processing as such I'm in need of a seasoned Go High Level wizard and operator to assist with several key tasks, including campaign setup and management, funnel building and optimization, and CRM as well as membership/community management. Goals: - The primary objective is to increase attracting and working with agents all over BC and Canada to make coaching sales, training class sales, sell memberships in resources ...

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    $4 / hr Avg Bid
    19 bids

    ...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...

    $23929 Average bid
    $23929 Avg Bid
    133 bids

    I'm experiencing a critical issue with my based accounting software. Since the end of October, the VAT amount is not being pulled through from invoices or during the reconciliation...end of October, the VAT amount is not being pulled through from invoices or during the reconciliation process. This issue is affecting both invoice generation and invoice reconciliation. Ideal candidates for this project should: - Have significant experience in debugging applications. - Be proficient in accounting software systems. - Have a solid understanding of VAT calculations and invoicing processes. Your expertise in troubleshooting this issue will be instrumental in getting my accounting software back on track. Please provide examples of similar projects you've completed in your pro...

    $215 Average bid
    $215 Avg Bid
    48 bids