Crm clonedela

Potrebujemo programerja za občasne dodelave v okolju Microsoft dynamics CRM, office 365 z bazo Microsoft SQL. Plačamo po urnih postavkah.

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

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

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

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

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

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

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

...would make $600/mo. Each application takes an hour or less to manage total ($10/hr). Applications will take less time as the assistant becomes more experienced, and as the assistant takes on more applications. Once a life insurance application is submitted, the deal has already been "closed". The assistant is responsible for keeping track of the amount of applications being submitted in the CRM (go high level) Monday thru Friday. The assistant's job is to make sure the application get's approved in "underwriting" with the company. After it's approved in underwriting the assistant makes sure that the client payment has been successfully drafted, and the commission has been paid the proper amount. Once the application as been successfully m...

...skilled professional to set up a Zapier and Zoho CRM automation for me. The task is to create a Zap that triggers upon a form submission and performs a series of actions in Zoho CRM. Key Tasks: - Trigger: Upon receiving a form submission, the Zap should initiate. - Action: Create a new record in Zoho CRM for every form submission. - Additional Actions: After creating the new record, the Zap should: - Send a follow-up email. - Add the lead to a marketing campaign. - Update a status field. Ideal Skills: - Proficient in using Zapier and Zoho One CRM. - Experience in setting up automated workflows. - Ability to create effective and engaging follow-up emails. - Knowledge in managing and updating CRM status fields. - Skills in integrating CR...

...with Calculations and CRM Integration Project Description: I need a professional fillable PDF form created based on an Excel sheet containing calculations. The form must be designed to collect user inputs, perform automatic calculations, and integrate with Teamleader CRM. Additionally, the form should include a thank-you page and have an aesthetically pleasing design. Scope of Work Create Fillable PDF Form: Convert the fields and calculations from the provided Excel sheet into a fillable PDF form. Ensure all required fields are clearly labeled and logically organized. Include automatic calculations within the PDF, replicating the formulas from the Excel sheet. Teamleader CRM Integration: Ensure the fillable form can send user-submitted data directly to Teamleader ...

...and transactions. High Availability: Guarantee of high platform availability with minimal downtime. 4. Technological Requirements Static Site Generator: Use a static site generator to create a fast and secure frontend. Frontend: Development of the user interface based on JavaScript and Vue.js. Backend: Implementation of the server part based on Nuxt.js. CRM: Integration with Intercom for customer interaction management and technical support. JavaScript Frameworks: Use , Vue.js, and Redux for state management and building interactive interfaces. Tag Managers: Integration with Google Tag Manager for tag management on the site. Retargeting and Advertising: Use AdRoll and Criteo for user retargeting and advertising. RUM: Cloudflare Browser

...photographic landing/home page. - A immediate (thumbnails) property show functionality: This is essential for potential buyers to easily navigate through available listings. No need searching key feature. - A form system to generate an acquisition list: This list should consist of new properties ready to be put on sale. - Import a XML file for data/photo/virtual-tour import sharing from external CRM program. - Generating a PDF file for mailing properties datasheet sharing. - Sharing single property link feature via Whatsapp/Telegram/Messanger. - Blog feature must be present. - All access, password, program source list code must be released for security and future in site developement. The ideal freelancer for this project should have a strong background in web development, part...

...queries, provide assistance, and follow up on abandoned carts. The ideal candidates will have excellent English communication skills, experience with CRM systems, and the ability to follow scripts and repetitive workflows. This is a full-time role requiring 40 hours per week per operator with working hours from 10 AM to 6 PM EST. Training and call scripts will be provided. Bullet Points: Handle ~50 inbound calls/day. Conduct ~30 outbound follow-up calls/day for abandoned carts. Ensure excellent customer service and satisfaction. Work hours: 10 AM to 6 PM EST, Monday–Friday (40 hours/week). Proficient in English (written and verbal). Familiarity with CRM tools (e.g., Zendesk, HubSpot, or similar). Ability to follow scripts and handle repetitive tasks. Willingness to...

More details: What type of communication features are you looking to add? Instant messaging, Voice calls What types of documents need to be shared within the CRM? PDFs, Word Documents, Spreadsheets What specific functionalities do you want to leverage from ChatGPT integration? Task automation

Somos una empresa tecnológica con un sistema propio que dispone de una API desarrollada por nosotros mismos (tenemos equipo propio de desarrollo). Queremos integrarnos con un cliente que utiliza SalesForce CRM & Sales (módulos: Leads, Accounts, Opportunities). Queremos saber cuanto costaría hacer una integración de nuestra APP con ellos. No estamos en marketplace de SalesForce, ni somos Partners. Desconocemos el precio/hora que tiene un proyecto de este tipo, así que escucharemos tus condiciones.

I'm looking for a CRM system tailored for an individual insurance agent like myself. The system should encompass the following core functionalities: - Client Management: Keeping track of all my clients, their details, and interactions. - Policy Tracking: Monitoring the policies sold and their status. - Automated Reminders: Alerts for policy renewals, client follow-ups, etc. - Profit and Loss Calculation: A built-in system to compute my earnings and expenses. The CRM should also integrate smoothly with various platforms: - Email Services: For easy communication with clients. - Calendar Apps: To help schedule appointments and reminders. - Accounting Software: For managing my finances. - WhatsApp: For instant messaging with clients. The preferred access mode for this ...

...with any of the voice ai platforms: , retellai, vapi, , etc. Integrations: - CRM Systems (like Go High Level): The agent needs to be able to sync with popular CRM systems to track leads and manage client relationships effectively. - Calendar Applications (like Google Calendar, Calendly): The scheduling aspect of the agent should be integrated with calendar applications to ensure seamless and efficient booking. Ideal Skills: - Voice AI Developer: Extensive experience in building high quality voice AI tools from a - z. - AI & Machine Learning: Proficiency in integrating Voice AI technology is highly desirable. - CRM & Calendar Integration: Experience in integrating with CRM systems and calendar applications is crucial. Please provide examp...

Abbiamo un abbonamento con 2Chat e ci servirebbe un'integrazione con Odoo, in modo tale da poter inviare messaggi in automatico su Whatsapp ai nostri clienti in base alla fase in cui si trovano nel CRM.

...appointments efficiently. - Client Communication and Follow-ups: Interacting with clients, following up on inquiries, and ensuring excellent customer service. - Document Preparation and Organization: Assisting with the preparation and organization of documents. Proficiency in the following software is crucial: - Microsoft Office Suite: Excellent skills in Word, Excel, and PowerPoint are necessary. - CRM Software: Familiarity with customer relationship management software is essential for tracking client interactions and managing relationships. - Google Workspace: Proficiency in Google Docs, Sheets, and Calendar is needed as we will use this platform regularly. I'm looking for an Entry-level Personal Assistant with 1-2 years of experience. While this is an entry-level posi...

...with the brand’s style, colors, and tone. Editing images as needed for social media or promotional campaigns. Email Communication Sending follow-up emails to RSVPs and leads. Assisting with email campaign scheduling and updates. Ensuring emails are accurate, professional, and timely. Sales Support Making follow-up sales calls to potential clients and leads. Tracking progress and outcomes in a CRM or provided spreadsheet. Providing updates on sales performance and feedback from clients. TO BE CONSIDERED: Please use the phrase I CAN DO THIS and confirm your price per hour as well as minimum hours you can work per week and Maximum hours you can work per week Please include your work portfolio and be aware we will need to hop on a zoom call - if your portfolio DOES NOT s...

Project Listing: ERP Development will work with artificial intelligence and current technologies. An ERP system needs to be developed using Node.js, React and MongoDB. Interested freelancers can submit a bid. Please provide experience and references along with an estimated delivery time. reference :

I'm looking for an expert Website Developer with extensive Hub CMS experience to design and develop a dynamic corporate website. The site should deliver exceptional user experience...techniques (image compression, caching, minification, etc.). Ability to translate mockups and wireframes into functional web pages. Understanding of accessibility standards and how to implement them in web design. Preferred Qualifications: Experience with other CMS platforms (WordPress, Drupal, etc.) is a plus. Knowledge of graphic design tools like Adobe Photoshop or Figma. Familiarity with CRM systems, marketing automation, or email campaign tools. Basic knowledge of server-side technologies like PHP or Node.js is a bonus. Please provide examples of your previous work that align with thes...

Project overview Develop a ChatGPT-like AI capable of web browsing, image creation, handling snapshots, and managing document uploads on a private hosting server. Requirements - AI development to mimic ChatGPT functionalities. - Enable web browsing capabilities. - Feature for creating and manipulating images. - Ability to copy/paste and capture snapshots and pictures for search inquiries

I'm looking for an expert in data analysis to help me identify trends within my transactional data sourced from our CRM system. The main focus will be on understanding patterns, customer behaviors, and overall business trends. Ideal Skills: - Proficient in data analysis tools (e.g., Python, R, Excel) - Experienced in working with CRM data - Strong understanding of transactional data - Excellent at identifying trends and patterns Please provide examples of previous similar projects you have completed.

I need a API links professional to help me connect my VoIP phone system to my REX CRM. The primary purpose of this integration is to automate call logging. This will save time and reduce manual errors, allowing for more accurate call records. Key Responsibilities: - Connect VoIP system with REX CRM - Ensure automation of call logging - Maintain seamless integration with customer profiles within CRM Ideal skills for this project would include expertise in VoIP systems, REX CRM, and experience with CRM-telephony integrations. Understanding of call logging processes and customer profile management is a plus. The ultimate goal is to streamline our call management processes and enhance our overall efficiency.

I'm looking for a web-based interactive map of Australia that can showcase various bus...categories/subcategories for businesses (e.g., type of business, ownership group, product, postcodes, brand). - Clickable business points on the map leading to basic snapshot profiles. Backend Requirements: - Simple, open-source style CRM. - Drag-and-drop functionality to move businesses through different, customizable stages. - Detailed profiles for each business on the backend with capabilities to schedule calendar appointments and add notes. Ideal Skills and Experience: - Proficient in web development with experience in creating interactive maps. - Familiarity with CRM systems and backend development. - Previous work with open-source software is a plus. - Strong understanding of...

As a small business owner, I have chosen Pipedrive as my CRM tool primarily to manage my sales pipeline. I need a professional to set it up for me, provide training on its usage, and offer consulting services from time to time to ensure its optimal functioning. Key Responsibilities: - Set up Pipedrive CRM tailored to manage my sales pipeline. - Provide comprehensive training on how to use the platform. - Offer periodic consulting sessions to troubleshoot and optimize usage. I will be the sole user of this CRM, so the setup should be straightforward and user-friendly. Ideal Skills: - Extensive experience with Pipedrive CRM - Strong background in sales and CRM management - Excellent training and communication skills I need someone who can help me track...

I'm looking for a front-end developer to create a website that sells products, modeled after Bluelots. The design should be modern and minimalistic, and the product pages need to include product filtering and sorting features. Ideal skills and experience: - Proficiency in front-end development languages (HTML, CSS, JavaScript) - Experience in creating e-commerce websites - Ability to design in a modern and minimalistic style - Understanding of product filtering and sorting systems

Business Development Partner ( Get 10% of the Project Cost). Minimum Ticket size: $10,000 Position: Business Development Specialist (Freelancer) Industry: IT Services & Solutions Location: Remote Target Markets: USA and Europe Overview: We are seeking an experienced and results-driven Business Development Spe...records of leads, contacts, and progress. Regularly update us on outreach efforts and results. Requirements: Proven experience in business development, sales, or client acquisition (preferably in IT). Strong understanding of the IT industry, including software development and digital solutions. Excellent communication and negotiation skills in English. Familiarity with LinkedIn Sales Navigator, CRM tools, and other outreach platforms. Ability to work independently and m...

I'm looking for an expert in Excel who can help me manage various aspects of my business using this powerful tool. Key Responsibilities: - Inventory Man...forecasting, and expense tracking. - Data Analysis: Examine sales data, transportation costs, administrative expenditures, and stock valuations to derive actionable insights. Ideal Skills and Experience: - Proficiency in Excel with a strong understanding of custom formulas. - Experience with creating automated reports and dashboard visuals. - Background in accounting and customer relationship management (CRM) is a plus. - Ability to create user-friendly dashboards for easy navigation and understanding. This project is not only about crunching numbers, but also about providing a clear and comprehensive view of the business...

I'm looking for a professional who can integrate the Meta API with my CRM for lead capture. Ideal Skills and Experience: - Expertise in API integrations, particularly with Meta - Prior experience with lead capture integrations - Strong problem-solving skills for workflow advisement - Excellent communication skills for project updates and advice

I'm looking for a professional and corporate style redesign for a mobile and desktop SaaS-based CRM. The primary purpose of this CRM is Sales and Lead Management, so the design should be modern, graphical, and visually appealing, with a strong emphasis on the Sales funnel overview and Performance metrics on the dashboard. - Phase 1: 30-40 screens for mobile - Phase 2: Additional 50 screens Ideal skills for this project include strong UI/UX design experience, knowledge of CRM systems, and a capability to create visually appealing, professional designs.

...**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 to navigate and understand. 3. **Data Analysis:** - Perform in-...

...**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 to navigate and understand. 3. **Data Analysis:** - Perform in-...

I'm looking for a professional who can create multi-page Jotform templates for my insurance brokerage. I am looking to partner with someone to build a full suite of forms, for different application in my business. Once that project is complete, my next project will be engage a CRM and to store the data in an SQL database together with other data collected. Attached are some sketches of what is required.

I'm looking for an expert consultation on an ERP-CRM system with a focus on Sales and Customer Management. Key Features: - Lead and Opportunity Tracking - Customer Communication and Interaction - Sales Reporting and Analytics Please note, I currently use Salesforce for my sales and customer management. Therefore, expertise in Salesforce integration and optimization would be a huge advantage.

I need a CRM Blazor Server App UI/UX with a modern, visually appealing design. The application will use Syncfusion controls for a dashboard page, calendar page, Login page, and an Attractive Menu Key Requirements: - Phase 1 is purely UI/UX with no functionality. - All design should be implemented using Bootstrap, CSS, and JQuery. - A strong emphasis on creating a visually attractive interface. Ideal Skills: - Extensive experience in UI/UX design, particularly for server apps. - Proficient in .Net Blazor, Bootstrap, CSS, and JQuery. - Strong understanding of modern design aesthetics.

I'm seeking a proficient developer to create an AI Voice Assistant. This assistant should adeptly handle phone calls for businesses and efficiently organize data via CRM systems integration. Key Responsibilities: - The AI should equally focus on managing phone calls and organizing data. - During calls, it should answer customer inquiries and transfer calls to the appropriate department. Requirements: - Strong experience in AI and Voice Assistant development. - Proficiency in CRM systems integration. - Excellent understanding of call handling and data organizing tasks. - Prior experience in developing business-oriented AI Voice Assistants would be a significant advantage.

...atracción de leads usando IA para segmentación inteligente. • Utilizar datos de clientes actuales para diseñar estrategias de targeting y mejorar la calidad de los leads. • Implementar y automatizar el funnel de ventas, incluyendo el agendamiento automático de reuniones o visitas mediante WhatsApp o CRM. • Monitorear y optimizar campañas para maximizar conversión y ROI. Requisitos • Experiencia comprobada en marketing digital para proyectos inmobiliarios. • Conocimiento de herramientas de CRM, automatización de WhatsApp Business, ManyChat, ActiveCampaign, HubSpot o similares. • Habilidad para aplicar IA en la segmentación y optimización de campañas. • Portafolio...

I need an expert to install and configure Dolibarr ERP/CRM on a subdomain of my active Siteground server, using a PostgreSQL database. The installation should be the latest stable version of Dolibarr. Key Requirements: - Set up a subdomain on Siteground - Install Dolibarr ERP/CRM - Configure necessary modules as per detailed annex - Use PostgreSQL database - Ensure all features work seamlessly - Securizing subdomain login as per annexed description Ideal Skills: - Extensive experience with Dolibarr ERP/CRM - Proficient in server management, particularly Siteground - Skilled in PostgreSQL database setup and management - Excellent understanding of ERP/CRM modules - Able to follow detailed configurations from an annexed document

I'm in need of a dedicated virtual assistant, preferably from an agency, to help qualify leads for our used car sales. The w...to help qualify leads for our used car sales. The work hours will be from 8am to 9pm UK time, which may require coordination across time zones. Key Responsibilities: - Qualifying leads on our CRM with a provided script - Utilizing our ChatGPT service for assistance - Collaborating with real staff when encountering difficulties Training and Support: - Comprehensive training will be provided to ensure you are equipped for the role - Regular and ongoing service required Ideal Candidate: - Experience in the motor trade is a significant advantage - Excellent customer service skills - Proficiency with CRM systems is a plus, but not mandatory as tra...

I'm looking for a talented web app developer (no agencies please) to help build multiple internal tools to streamline our workflow. We need a comprehensive Visitor Management system, alongside tools for Customer and Field Team Management. Key Requirements: - Develop a...Management system, alongside tools for Customer and Field Team Management. Key Requirements: - Develop a Visitor Management tool with features including: - Visitor check-in - Badge printing - Visit reports - Create other management tools as needed - Integrate with third-party or open-source CRMs for data collection and tracking Ideal Skills: - Proficiency in web app development - Experience with CRM integration - Ability to automate tasks within a company I would like to connect and discuss my requirem...

...**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 to navigate and understand. 3. **Data Analysis:** - Perform in-...

More details: CRM Setup Goals for SuiteCRM: Twilio Integration: Link SuiteCRM with Twilio to enable phone call logging and voice recording. Ensure the CRM can manage incoming and outgoing calls, save call history, and allow tracking of communication with customers. Enable the ability to transfer numbers seamlessly and track outreach efforts efficiently. Google Calendar Integration: Sync jobs and tasks with Google Calendar to streamline team scheduling. Allow shared calendar access for real-time updates on job assignments, deadlines, and team availability. Invoice and Billing System: Implement a module for generating, tracking, and sending invoices directly from SuiteCRM. Ensure the system integrates with your accounting software (e.g., QuickBooks) for a smooth billing work...

...responsibilities between managing HubSpot operations and contributing to development projects. This position is ideal for someone who thrives in a flexible, collaborative environment and wants to help shape our tools and processes as we expand. --- Key Responsibilities HubSpot Administration: - Design, optimize, and troubleshoot workflows for marketing, sales, and automation. - Manage HubSpot CRM setup, administration, and customization. - Create and maintain custom reports and dashboards. - Implement lead scoring, sales automation, and marketing workflows. - Leverage HubSpot API integrations to connect tools and streamline processes. - Work with HubSpot custom objects and sandbox environments. - Collaborate on HubSpot strategies and execution to meet client ...

I'm looking for an experienced data analyst to set up Google Data Studio for monitoring my marketing campaign performance. The ideal candidate should have a deep understanding of Google Data Studio, Google Analytics, and various social media platforms. Key Requirements: - Integration of Google Data Studio with Google Analytics, Social Media Platforms (FB Ads), and our CRM (KEAP, GHL), Linkedin - Focus on tracking and visualizing conversion rates primarily - Ability to present data in a clear, understandable manner I'm particularly interested in insights related to conversion rates, so experience with e-commerce or lead generation analysis would be a plus. Please provide examples of previous Google Data Studio projects you've completed.

...service provider may halt the campaign and pause his services until payment is cleared 8. Support, Deliverables and Timeline Policies 8.1. The campaign traffic will be mainly directed to a dedicated landing page associated with a CRM Panel 8.2. Only relevant Sales (Scope of SoftMeal) are considered in this agreement. 8.3. A Sale is confirmed once a paid invoice is generated and attached in the CRM panel matching all client details. 8.4. The Client will deal with servicing incoming leads and conclude sales, mark them done and share a paid invoice as a proof attached in the CRM. 8.5. Both parts will have concurrent access to Panel to have a detailed look on leads details, confirmed sales or lost deals. 8.6. The above set target (8 = 2 + 3+3 Sales ) is considered bindi...

I'm seeking an experienced developer or team to create a cloud-based, multi-tenant (SAAS model), user-friendly CRM system. The front-end will be built using Angular, while the backend API will be developed using .NET Core. Key Requirements: - The CRM should manage various customer interactions, including email communications, phone call tracking, and live chat support. - It should incorporate sales pipeline management and automatic lead scoring as crucial sales tracking features. - The system needs to handle different types of leads: cold, warm, and hot. - The design must prioritize a user-friendly interface for end-users, coupled with a scalable backend. Ideal Skills and Experience: - Proficiency in Angular for front-end development. - Extensive experience with .NET C...

...developer to augment my bespoke recruitment agency's CRM with a new 'Bookings' module. This is a continuation of work on a previously created MVP version, so familiarity with the existing setup is crucial. Key Aspects of the Project: - Development of a 'Bookings' section within the CRM. - Incorporation of a 'Timesheets' subsection with features including: Automated calculations, Approval workflows, and Reporting & Analytics. - Calendar integration within the 'Bookings' module, ensuring seamless scheduling capability. - Future scalability to include 'Marketing' functionalities, and integrated Email & SMS capabilities. Ideal Candidate: - Proven expertise in FileMaker software development. - Prior experience in ...