Notion crmpekerjaan
Real Estate CRM Part 1 - multiple users (Staff 1, Staff 2, Closer 1, Closer 2 and etc) - Manually key in leads generated by staff (user) {Leads will contain multiple screenshots upload} - Submit the leads Part 2 - Closer 1 can login - Will have column like pending, completed, follow up - The pending column item will be reviewed and update the status and action accordingly. If require further action by staff, it will reassigned to the staff> Part 3 - When staff open again, staff will fill up the data required and create necessary docs and upload it back to the system. This update data and assign people will go on repetitively for above tasks. When done, it will move to completed column. Whichever leads not relevant at the moment, will move to follow up column...
...clients, so we’re looking for someone who is friendly, professional, and eager to learn. An English accent is preferred, as you'll be engaging with English-speaking clients. Spanish/other languages also preferred. Key Responsibilities: Reach out to leads via phone, email, or other communication channels to schedule appointments. Maintain accurate records of interactions and appointments in our CRM system. Follow up with potential clients to confirm appointments or reschedule as needed. Pre-qualify leads before scheduling to ensure they meet our criteria. Assist with calendar management and setting up meetings for our team. Required Skills and Experience: No prior experience necessary – training will be provided. Strong communication skills (verbal and written...
I'm in need ...appointments: Keeping my calendar organized and ensuring timely meetings with clients and stakeholders. - Client Communication: Acting as a point of contact for clients, providing updates and handling inquiries professionally. - Document Management: Organizing, filing and managing important business documents. - CRM: Keeping track of client interactions and assisting in maintaining strong client relationships. Essential Skills and Experience: - Proficient in Microsoft Office Suite. - Experience with CRM systems is a must. - Familiarity with Google Workspace. - Excellent communication and organizational skills. - Previous experience as an Executive Assistant or in a similar role would be advantageous -Proficient in English both written and spoken -Proacti...
Comecei um projeto de um módulo para Perfex CRM, onde integramos a parte de contratos no d4sign, a parte de conexão do d4sign já está pronta, só precisa concluir o módulo integrando botões na parte de geração de contrato e enviar o contrato para d4sign. e fazer por completo a integração com zapsign.
...within chat. Business Card Updates: A place where users can store and update their business card/contact info in real time. Company-wide visibility of updated cards (optional privacy settings might be useful). Tasks & File Upload: Ability to create, assign, and track tasks. Attach or upload relevant files/documents to tasks. Option for task notifications and deadlines (via email or in-app alerts). 3. CRM (Customer Relationship Management) Lead and Client Management: Store client/lead details with contact info, notes, and interaction history. Ability to categorize leads/clients by status or tags. Pipeline/Deal Tracking: Visual pipeline (e.g., Kanban board) for sales stages (Lead → Negotiation → Won/Lost). Customizable stages and fields to suit different processes. Co...
I'm looking for an experienced CRM developer to create a customer management-focused CRM in GHL. The ideal candidate should be adept in building systems for managing customer contacts and tracking customer interactions. Key Requirements: - Development of a robust and efficient CRM system within GHL. - Incorporation of key features such as Contact Management and Customer Interaction Tracking. - No data migration required as this will be a new system from scratch. - I want the end users to use the GHL calendars. I do NOT want them to leave the system Skills & Experience: - Proficient in GHL CRM development. - Strong background in customer relationship management systems. - Excellent understanding of contact management systems and customer int...
...Built-in SEO tools to improve store visibility on search engines. Customizable Designs: Pre-built, fully customizable templates for store design, similar to Shopify's, Zid's, and Salla's themes, so users can personalize their stores. Reports and Analytics: Reporting tools to track sales, customer activity, and store performance. API Integration: The ability to integrate with third-party services like CRM, email marketing, and more via API. Admin Dashboard: An easy-to-use admin dashboard for platform admins to manage users, stores, payments, and other system functions. Domain Management: When users create their stores, they should automatically receive a subdomain (e.g., ). Additionally, users should be able to upgrade to a higher plan to connect their own custom do...
...engaging with men while acting as a woman. - Proficiency in English: Must be proficient in English. - Commitment: Willingness to commit to a minimum of 6 months in this role for consistency and growth. - Availability: Flexibility to work shifts and respond quickly during work hours. - Stability: Must have a reliable internet connection and power supply (no interruptions). - Past experiance with a CRM. What I Offer - A stable position with opportunities for growth. - A supportive environment where your contributions are valued. If you’re ready to elevate your chatting skills and embark on something exciting, I want to hear from you!...
I'm looking for an expert to set up and manage a new customer database using GoHighLevel for our company. The database will primarily handle customer information, so attention to detail and expertise in CRM systems is crucial. Key Responsibilities: - Set up a new customer database in GoHighLevel - Manage and maintain this database - Ensure the database captures all relevant customer information, specifically contact details and customer support interactions Ideal Skills and Experience: - Proven experience with GoHighLevel - Strong background in CRM systems - Excellent data management skills - Attention to detail - Good understanding of customer support processes
...interesados semanalmente. Requisitos: - Experiencia previa en ventas frías, idealmente en servicios digitales (B2B o B2C). - Excelentes habilidades de comunicación y negociación. - Capacidad de investigar prospectos y proponer estrategias para captar clientes. - Nivel intermedio/avanzado en inglés (si es necesario para clientes internacionales). - Familiaridad con herramientas como LinkedIn, CRM, o plataformas de correo electrónico. Ofrecemos: - Flexibilidad de horario para trabajar a tu ritmo. - Oportunidad de trabajar con un equipo creativo y crecer junto a nuestra agencia. ¿Cómo aplicar? Por favor, envía tu propuesta con los siguientes detalles: 1. Tu experiencia previa en ventas frías. 2. Ejem...
Project Summary: Development of a Mobile App for Clients of the Law Firm Lawyou We are looking for a developer or team to create a cross-platform mobile application (iOS and Android) using Ionic, which will serve as an extension of our existing CRM system. The app is designed to facilitate the management of legal services by our clients and improve client-law firm interaction. Main Features: User Registration: Allow new clients to easily register. Secure Login: Validation via email and password. Service Management: Check case statuses, upload documents, and access billing. Requests: Create and track legal requests directly from the app. Direct Communication: Chat room with lawyers and real-time notifications. Geolocation and Search: Find nearby lawyers or search by specialty. Fir...
Necesito crear un sistema de gestión, tipo ERP /CRM para controlar los procesos de gestión del servicio de los clientes.
I am in need of a senior MS Dynamics 365 developer with a strong background in PowerApps Component Framework (PCF) development. This role requires creating plugins, and while ...is beneficial, it is not a prerequisite. Key Requirements: - 8 years of experience in MS Dynamics 365 - At least 5 years in PCF development - Proven experience in developing plugins Ideal Skills: - Proficiency in MS Dynamics 365 - Expertise in PowerApps Component Framework (PCF) - Plugin development - Familiarity with canvas apps and Power Automate - Strong understanding of Power Platform and CRM development - Experience in system integration - Knowledge of Agile methodologies In terms of time commitment, this is a long-term project with a duration of over 6 months and working hours aligned with the PST ...
I'm looking for a skilled web developer to build a Zoho Commerce website for selling products online. The website needs to be integrated with various Zoho apps, including Zoho CRM, Zoho Inventory, Zoho Books, Zoho Thrive, and Zoho Sales IQ. Key Requirements: - Building a functional and user-friendly e-commerce site on Zoho Commerce. - Seamless integration of the specified Zoho apps to streamline operations. - Consultation on potential custom features or functionalities beyond the standard Zoho Commerce capabilities. Ideal Skills: - Extensive experience with Zoho Commerce. - Proficient in integrating various Zoho apps. - Strong web development skills. - Able to provide consultation on e-commerce best practices and custom features. Please provide examples of your previous wo...
I'm seeking an inside sales professional, with a strong focus on lead generation. The ideal candidate...lead generation. The ideal candidate should have a proven track record in this area, demonstrating their ability to convert prospects into clients. Key Responsibilities: - Utilize our existing CRM software effectively to track, manage and convert leads. - Leverage Sales Enablement Tools to optimize our sales processes and enhance our outreach. - Identify potential leads within the tech industry and pursue them with persistence and professionalism. Skills and Experience: - Prior experience in inside sales within the technology sector is a must. - Proven track record in lead generation - Proficiency in CRM software and Sales Enablement Tools - Excellent communication a...
We're is seeking an experienced Digital Sourcer to help us identify and onboard User-Generated Content (UGC) creators from several European co...or freelancers, preferably in the UGC space. Exceptional skills in advanced Google search queries (e.g., site:, exact match, Boolean operators). Familiarity with European markets and the UGC/influencer industry. Strong organizational skills and attention to detail. Excellent written and verbal communication skills in English (additional European languages are a plus). Experience with tools like CRM systems, project management platforms, and social media analytics tools is an advantage. Preferred Qualities: Proactive and results-driven attitude. Passion for digital content creation and trends. Ability to handle high-volume sourcing tas...
...Admin Requirements: 1. Booking Management: Maintain a Google Sheet or lightweight CRM to log bookings, availability, and user details. 2. Availability Updates: Allow manual updates for unavailable time slots. 3. Payment Handling: Automatically log payments and flag unpaid bookings. 4. Scalable Solution: Ensure the system can handle multiple concurrent users. Tech Stack: WhatsApp Business API or tools like WATI/Twilio Studio. Payment integration (Razorpay/Paytm/Stripe). Google Sheets or any lightweight CRM for booking management. Deliverables: 1. Fully functional WhatsApp booking automation system. 2. Integration with payment gateways and OTP verification service. 3. Google Sheet/CRM integration for admin booking management. 4. Documenta...
Busco desarrollar un módulo para Perfex CRM, orientado exclusivamente a desarrolladores con experiencia previa en esta plataforma. Funcionalidades principales del módulo: Comprobantes fiscales: Implementar la generación de comprobantes fiscales para las facturas emitidas. Los comprobantes deberán adaptarse a diferentes tipos de clientes: finales y empresariales. Cada comprobante tendrá un número variable, según los requerimientos fiscales locales. Generación de reportes: Crear reportes específicos requeridos por la dirección de impuestos. Los reportes deberán cumplir con plantillas oficiales establecidas (se proporcionarán detalles en formato Excel para mayor claridad). Asegurar que la generaci&o...
...Excel spreadsheets, and physical files. Key functionalities include: - Central Hub for all contacts - Accounts board to manage deals from inception to completion - Integrated management system for contacts, leads, sales, projects - Dashboards Currently, we don't have a dedicated CRM software. Customer and project management is done manually and is becoming increasingly challenging. Therefore, the ideal freelancer for this project should have: - Extensive experience with monday.com. - Strong understanding of CRM systems. - Good knowledge of data analytics and task management tools. - Excellent design skills to create a user-friendly interface. - The new platform will centralise all client processes, from lead tracking and sales pipeline management to project execu...
We're is seeking an experienced Digital Sourcer to help us identify and onboard User-Generated Content (UGC) creators from several European co...or freelancers, preferably in the UGC space. Exceptional skills in advanced Google search queries (e.g., site:, exact match, Boolean operators). Familiarity with European markets and the UGC/influencer industry. Strong organizational skills and attention to detail. Excellent written and verbal communication skills in English (additional European languages are a plus). Experience with tools like CRM systems, project management platforms, and social media analytics tools is an advantage. Preferred Qualities: Proactive and results-driven attitude. Passion for digital content creation and trends. Ability to handle high-volume sourcing tas...
Hola, necesito crear un modulo para Perfex CRM, este es para tener comprobantes fiscales de las facturas que se generen tanto para clientes finales y empresas que son comprobantes que varian el numero, tambien para generacion de reportes a la dirección de impuestos que ellos tienen plantillas de los reportes que son 2, no acepto respuestas automaticas, compartire detalles de los reportes en excel y demas para que puedan entenderlo.
I'm seeking a skilled developer to create a module for Perfex CRM that facilitates access control through facial recognition. The system should be robust and flexible, capable of managing registrations, overseeing access, and monitoring visitors, with seamless integration to devices via API. Essential Features: - Visitor registration and management - Real-time monitoring - Access reports Device Integration: - The module will primarily interface with intercom readers Facial Recognition Input: - The system should facilitate live captures for facial recognition Ideal candidates will have: - Previous experience with Perfex CRM - Strong skills in API integrations - Expertise in developing security and access control systems.
I'm seeking an expert in Odoo 18 to tailor the Sales and CRM modules for my energy brokerage in London. Key tasks will involve: - Adapting the Sales module to fit the unique demands of the energy market. - Modifying the CRM module to enhance customer relationship management in the context of energy brokerage. The ideal candidate should be proficient in Odoo 18 and have a solid understanding of energy brokerage operations. Familiarity with the use of ChatGPT for process understanding is a plus. Please note, there's no need for third-party tool integration at this stage, but I do require customization of lead management processes within Odoo. Your expertise will play a crucial role in streamlining our lead management system and ultimately improving our business oper...
I'm seeking a knowledgeable professional to set up my Bitrix24 CRM system. This CRM will primarily focus on streamlining and enhancing my marketing automation processes. Key Features: - Marketing Automation: The CRM should be configured to manage and automate various marketing campaigns. These will include email campaigns, social media campaigns, and SMS campaigns. - Customer Support: I need the CRM to incorporate a robust customer support system. This should include a ticketing system, live chat support, and a knowledge base. Ideal Skills and Experience: - Proven experience in setting up and managing Bitrix24 CRM - Strong understanding of marketing automation - Experience with customer support system integration - Excellent communication skills -...
...receive calls. • Automatic call routing to the correct business. • Option to record calls for quality purposes. • Forward calls to another number or handle them in-app. 3. Text Messaging: • Send and receive SMS and MMS through Twilio. • Automate responses with predefined templates or AI-driven responses. • Chat-style interface for texting with clients. 4. Client Management: • Integrated CRM to store client details and communication history. • Tagging, grouping, or categorizing clients by business. 5. Analytics Dashboard: • Insights on call durations, SMS response rates, and client engagement per business. • Reports that can be exported. 6. Automation: • Scheduling calls and text follow-ups. • AI integrati...
I need about 5 Google Sheets for 4 different types of projects that I need to track yearly. I don’t believe they will be overly difficult and I am not looking for lots of calculations. Requirements include: - Expense Tracker - Rent Tracker with an expense tab - Client Information Tracker with specific needs (very small database, not CRM) - A more specific project type tracker The Client Information Tracker should have collaboration features as it's a shared tool for my team. It should also have customizable fields for client information. Ideal skills and experience: - Proficiency in Google Sheets - Experience in setting up shared documents - Ability to create customizable fields - Attention to detail to track specific client needs
I am seeking a dedicated, full stack Python/Django developer for a long-term partnership focused on web application development. Th...long-term partnership focused on web application development. The ideal candidate will have extensive experience integrating with React, and will be able to implement robust CRM-style user authentication systems. Key Requirements: - Full stack expertise in Python and Django - Proven experience in web application development - Proficiency in integrating with React - Knowledge and experience with CRM-style user authentication - Ability to deliver high-quality, maintainable code - Ready for a long-term collaboration Skills and Experience: - Python, Django - Full stack development - Web application development - React integration - CRM use...
...Zoho CRM que Hable Español! ? Ubicación: Remoto ? Tipo de Contrato: Freelance / Tiempo completo Industria: Moda y Fabricación Textil ?? Sobre Nosotros: STT Studios es una empresa especializada en la fabricación de prendas de moda personalizadas para marcas internacionales. Gestionamos nuestra producción en países como Pakistán, China, Turquía y Bangladesh, y buscamos optimizar nuestra gestión de clientes y ventas mediante la implementación avanzada de Zoho CRM. ¿Qué estamos buscando? Un profesional de habla hispana, altamente capacitado en la configuración y optimización de Zoho CRM, que nos ayude a personalizar nuestra plataforma para mejorar la gestión de cl...
...sales team to define sales-readiness criteria for SQLs. • Prospecting and List Building: • Source and build accurate and targeted prospect lists using tools such as LinkedIn Sales Navigator, , ZoomInfo, or similar platforms. • Perform lead enrichment and verification to ensure data accuracy and relevance. • Tool and Platform Management: • Set up and manage tools for email outreach, CRM, and analytics (e.g., HubSpot, Lemlist, or Mailshake). • Optimize email sequences, messaging, and delivery rates. • Ensure email domains are warmed up and maintain strong deliverability metrics. • Performance Tracking and Reporting: • Monitor and analyze campaign performance, providing insights on key metrics such as open rates, reply rates, con...
I am looking for a Flutter specialist to help us complete the front end of our music app. The app will involve user interactions such as swipe gestures, button taps and drag and drop. Key Features: - Playlist creation: Users should be able to create their own playlists. - Offline listening: A crucial feature of the app is allowing users to listen to their playlists offline. Ideal Skills: - P...playlists offline. Ideal Skills: - Proficiency in Flutter - Experience in developing music apps or similar interactive applications - Understanding of implementing playlist features and offline capabilities in an app Please provide examples of your previous work in your proposal. BACK END WE HAVE COVERED, NO BACK END, FRONT END ONLY. WE HAVE DONE from authentication, library, super admin and ...
I'm seeking a seasoned Zoho implementation expert to set up Zoho One and its corresponding apps for my SMB IT MSP organization. Key Requirements: - Comprehensive setup of Zoho One as a complete business solution across most apps. - Focused implementation of Zoho CRM, Zoho Desk, and Zoho Campaigns for optimized customer relationship management. - Streamlining of our customer support and IT MSP management processes with Zoho One. Ideal Skills and Experience: - Extensive experience with Zoho One and its apps. - Proven track record in IT MSP management. - Excellent knowledge in customer relationship management tools and strategies. - Strong capabilities in enhancing operational efficiency through software implementation.
AI-Powered Dialer with Multilingual Automatic Calling The system allows users to call leads manually or via AI, featuring multilingual capabilities with automatic language detection and CRM integration for lead management. Additionally, the AI can be trained using the user's voice to add a personalized human touch to conversations. Calls will be made using SIM-based calling instead of VoIP for reliability and cost-effectiveness. 1. Lead Management Integration with CRM: Import leads directly from our CRM system. Manual Import: Upload leads using Excel files or CSV format. Manual Entry: Allow users to input numbers manually. 2. Call Modes Manual Calling: Enable users to make calls directly through the app. AI-Powered Automatic Calling: AI s...
I'm new here and seeking assistance in both marketing and sales. My primary focus is on social media marketing, email marketing, and content creation. In terms of sales, I need help with lead generation, crafting sales presentations, and closing deals. Ideal Skills: - Experti...terms of sales, I need help with lead generation, crafting sales presentations, and closing deals. Ideal Skills: - Expertise in social media marketing, email marketing, and content creation - Proven track record in lead generation, creating compelling sales presentations, and closing deals - Excellent communication and negotiation skills - Experience in B2B and B2C sales - Proficient in using CRM software I look forward to receiving your bids and hopefully working together to boost my marketing and...
...di Gantt e Kanban: Offrire visualizzazioni per la gestione dei progetti, come diagrammi di Gantt e bacheche Kanban. Monitoraggio del Tempo: Includere funzionalità di time tracking per monitorare il tempo dedicato a ciascun incarico. CRM (Customer Relationship Management): Gestione Lead e Clienti: Implementare un sistema per la gestione di lead, contatti, aziende e opportunità di vendita. Automazione delle Vendite: Automatizzare processi di vendita, inclusi follow-up, promemoria e pipeline di vendita. Integrazione con Canali di Comunicazione: Integrare il CRM con email, telefono e altri canali per una comunicazione omnicanale. Gestione Documentale: Archiviazione e Condivisione di File: Fornire uno spazio per l'archiviazione di documenti con possibi...
Se solicita un experto para finalizar proyecto de un CRM actualmente ya se lleva avanzo y se requiere que se finalice, se entrega repositorio y documentación técnica de los cambios a realizar.
...new accounts and configuring existing ones across various GHL platforms including the CRM, Marketing Automation, Sales Pipeline, and the AI Employee. You will also be responsible for the integration of third-party tools into these systems. There is no data migration involved, so this project will focus solely on account setup, configuration, and integrations. Your primary responsibilities will include: - Creating and configuring new GHL accounts - Setting up and fine-tuning existing accounts - Seamlessly integrating third-party tools into our GHL ecosystem Ideal candidates for this project should have: - Extensive experience with GHL, particularly in the aforementioned areas - A deep understanding of CRM, Marketing Automation, and Sales Pipeline features - Proven track ...
I'm searching for a...clients. Key Responsibilities: - Develop the AI using both VAPI AI and Retell AI, ensuring a seamless user experience. - Understand and tailor the AI tool to the specific needs of different clients, from healthcare providers to financial advisors and real estate agents. - Customize the AI in terms of voice tone and personality to enhance client interaction. - Integrate the AI with our existing CRM and other platforms like GoHighLevel and n8n for automation. Ideal Skills: - Extensive experience in AI integration and voice technology. - Proven track record of understanding and implementing complex client requirements. - Passion for AI and enhancing business processes. If you're an innovative developer with a knack for AI and voice technology, I'...
We are looking for a skilled Virtual Call Center Creation Specialist to design and implement a fully functional virtual call center. The ideal candidate will set up a cloud-based call center solution with the ability to handle inbound calls, manage call routing, and integrate with our CRM and ticketing systems. Additionally, the system should include the provisioning of a dedicated business phone number for customer interactions, ensuring seamless connectivity for inbound calls.
...apps, and enterprise software solutions Integration services and API development Legacy system modernization and migration Technology Consulting Technical architecture design and planning Digital transformation strategy Technology stack optimization Performance optimization and scalability solutions Industry Solutions Enterprise Resource Planning (ERP) systems Customer Relationship Management (CRM) solutions Business Intelligence and Analytics platforms Workflow automation systems Our Technical Expertise Frontend: React.js, Angular, Vue.js, HTML5/CSS3 Backend: Java, Python, Node.js, .NET Mobile: iOS (Swift), Android (Kotlin), React Native Database: SQL, NoSQL, MongoDB, PostgreSQL Cloud: AWS, Azure, Google Cloud DevOps: Docker, Kubernetes, Jenkins Our Development Approach ...
I’m looking for a skilled Notion expert to build and customize a Notion workspace tailored to my personal and business needs. I want a user-friendly, organized system that helps me manage my life, goals, and projects effectively. Scope of Work: 1. Daily Dashboard (Command Center): • A single page to manage my daily priorities. • Includes: • To-do list with checkboxes. • Time-blocking section. • Habit tracker (e.g., no weed, exercise, learning, social media). • Quick brain dump section. 2. Digital Product Business Workspace: • Project tracker for my real estate digital kit business. • Content calendar for TikTok, Instagram, and YouTube. • Resource library for digital product ideas and links. • Sales funnel tr...
I am in need of assistance with my custom-built AI voice phone and widget CRM platform like GoHighLevel. The specifics of the assistance required are yet to be fully defined, so flexibility and a broad skillset in CRM development, maintenance, and integration will be key. Ideal candidates will have: - Extensive experience with custom-built AI CRM platforms - Skills in developing new features and integration with existing systems - Proficiency in bug fixing and maintenance tasks - A proactive approach to identifying potential improvements and enhancements I am open to discussing the specifics of the project with prospective freelancers. The primary function of the CRM will be determined in collaboration with the successful bidder.
I am seeking assistance to properly set up Zoho CRM for my company, with an emphasis on improving customer relationships. The project includes guidance on setting up the pipeline, managing leads and contacts, and customizing fields and modules. Key Requirements: - Assistance with the setup of the sales pipeline - Guidance on effective lead and contact management - Help in creating and utilizing custom fields and modules Thank you
Onboard 5 truckers then no need...generating new business leads via cold calling, and nurturing relationships with truckers to help grow our revenue. Key Responsibilities: - Generate leads through cold calling - Build and maintain relationships with owner-operators - Drive revenue growth, earning a 30% commission on sales Resources Provided: - Contact lists for cold calling - Script templates to assist with calls - Access to our CRM software for tracking and managing leads Ideal Skills: - Proven sales experience, preferably in the trucking industry - Excellent communication and relationship-building skills - Familiarity with cold calling techniques and strategies Please note the commission-based nature of this role, with the potential for significant earnings based on your pe...
I need a CRM system built from scratch and integrated with the WhatsApp Business API. The key functionalities of this integration will include message broadcasting, automated responses, and customer data syncing. Ideal Skills: - CRM development - API integration - Messaging system design The goal is to create a robust, interactive CRM system that can effectively communicate with our customers via WhatsApp. This is a crucial part of our customer engagement strategy.
I'm looking for an expert in CRM application development to create a custom system for my business needs. The primary focus of this CRM will be lead management, although it should also encompass sales automation, marketing, HRMS and collaboration tools. Key Tasks: - Develop a comprehensive CRM application with a lead management focus. - Integrate API for various existing applications including email marketing tools, customer support systems, and accounting software. Ideal Skills: - Proficient in CRM application development. - Experienced in API integration. - Knowledgeable in lead management systems. Please note, while the lead management aspect is critical, the application should be well-rounded to cover other business functions.
I'm in need of a seasoned CRM professional with proven experience in Pipedrive. The project will involve the custom configuration of the CRM system to suit my business needs, specifically for sales pipeline management. The initial setup is expected to take 4-6 hours over a maximum of 14 days, and will include: - Custom Configuration: Tailoring the CRM system to effectively manage the prospecting stage of our sales pipeline. - Setting up Automations: Including follow-up reminders for the prospecting stage. Post-onboarding, the successful freelancer will provide comprehensive training and ongoing support. Ideal candidates will have: - Expertise in the custom configuration of CRM systems. - An excellent understanding of CRM onboarding processes. - T...
...Representative) Freelancer! Procuramos um profissional proativo, resiliente e com experiência comprovada em prospecção e qualificação de leads para compor nosso time de vendas. O que esperamos de você: Experiência na qualificação de leads e no agendamento de reuniões de alta qualidade para o time de fechadores. Capacidade de trabalhar de forma organizada e estratégica, utilizando ferramentas como CRM. Proatividade para buscar soluções e criatividade para personalizar abordagens. Resiliência para lidar com objeções e transformar desafios em oportunidades. O que você fará: Identificar e qualificar leads alinhados ao nosso perfil de cliente ideal. Realizar cont...
Looking forward to starting on Monday 27th
