CRM Jobs

Looking to improve Honeybook CRM workflow

Necesito implantar el soft de gestión ERP-CRM-MRP llamado Dolibarr. Me dedico a la fabricación de componentes para ciclismo de mediana y alta gama, y quiero usar este software para la gestión de mi negocio. Desde la ayuda en la selección y decisión de instalación en un servidor tipo SAAS, hasta la carga de datos, configuración y puesta en marcha. Trabajo en equipo, ya que hay que ir filtrando y definiendo la información que va a generar la base de datos. El resultado debe ser el software instalado y corriendo correctamente para acceder desde cualquier ordenador con acceso a internet. Se deben generar unos 3 o 4 usuarios solamente, con distintas funciones: producción, ventas, administración, contable.

I'm in search of a talented developer to create a web-based CRM system for my business. Here's what I need: - The CRM system should be accessible through a web browser. - Its primary function will be sales tracking. I want a solution that will help me monitor and manage sales effectively. I envision the CRM system to perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM system should trac...

I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for contact management, deal tracking, and email marketing. This is essential for our brokerage operations. - **Team Size**: The setup should cater to a team of 1-5 members. The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems and ensuring smooth in...

1. Introducción: El presente proyecto tiene como objetivo principal desarrollar un sistema integral de ERP & CRM utilizando la plataforma Odoo para optimizar los procesos comerciales, administrativos y de atención al cliente de [nombre de tu empresa], proveedor de servicios de Internet (ISP) en Ecuador. 2. Funcionalidades del ERP: Ventas: Implementación de un módulo de ventas que permita gestionar el proceso completo de ventas, desde la captación de clientes hasta la generación de órdenes de venta y seguimiento de pagos. Facturación: Desarrollo de funcionalidades para la generación automática de facturas conforme a la regulación ecuatoriana de impuestos, incluyendo la gestión de retenciones y notas d...

I'm looking for an expert in email and WhatsApp marketing automation, particularly in the Italian language. Key Responsibilities: - Designing and setting up automated email sequences with high open rates - Creating engaging email campaigns tailored for both existing and potential customers - Designing and implementing visually appealing email templates Additional Details: - Target Audience: Both existing and potential customers - Frequency of messages: Weekly Ideal Skills: - Proficiency in Italian language - Proven experience in email and WhatsApp marketing automation - Excellent design skills for email templates - Strong understanding of customer segmentation and targeting - Ability to conceptualize and implement highly effective automated email sequences - Excellent communicati...

About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 existing clients and 400 prospective clients. We are looking for bilingual speakers: Arabic and English for social media/ LinkedIn outreach. Your tasks include: -Screening existing Facebook and Instagram users by sending DMs using your accounts to check if they are interested in a certain boat by providing our boats database. -Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquir...

We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (I could do this via WordPress by my own) 2. we check the request in an “admin area” and distribute the anonymized lead the ano...

Create an experience cloud site. Create one dynamic reusable search component in site it should be visible to the the user A but should be hidden to the user B. If we will get 50000 records how to optimize solutions .

**Job Overview:** We are seeking a highly motivated and skilled Music Industry Outreach Specialist to join our team on a freelance basis. This role is perfect for someone passionate about the music industry and experienced in digital marketing and outreach. You will be responsible for identifying, researching, and contacting music industry professionals, including A&R managers, music producers, and artist managers, to submit demo tracks and promote emerging artists. This position offers flexible hours with a focus on results and performance. **Responsibilities:** - **Contact Identification and Research:** - Utilize various online tools and databases to research and compile a list of key music industry professionals, such as A&R executives, playlist curators, music managers, and...

I require a proficient expert to fully configure my "High Level" CRM tailored to real estate industry needs. Here's what I need: * Sales Funnel Creation: I need all three types, namely: a lead generation funnel, a lead nurturing funnel, and a conversion funnel. * Email and Text Follow-ups: Welcome emails, follow-up reminders, and drip campaigns need to be automatically triggered. * CRM Customization: Make sure the CRM integrates seamlessly with my existing website, efficiently manages contacts, and tracks and analyzes leads. Being intimately familiar with "High Level" CRM, particularly its application within the real estate sector is paramount to deliver this project successfully.

I'm in need of a skilled Zoho CRM specialist who can customize my pipeline creator, work on field customization, workflow automation, and integrate it with Zoho Payroll. Key Requirements: - **Field Customization:** The project involves modifying the existing fields in Zoho CRM to align with my lead management requirements. - **Workflow Automation:** I need the expert to set up efficient and automated workflows within the CRM. The focus here is on streamlining lead management process. - **Integration with Zoho Payroll:** I want my Zoho CRM to seamlessly integrate with Zoho Payroll for a more comprehensive solution. Ideal Candidate: - Proficient in Zoho CRM customization and pipeline creation - Experienced in field customization and workflow automation - Prior experience with integrat...

We need our first party data passed from 2 CRMs to Google ads. 1: From HighLevel CRM to Google ad account 1. 2: From Activecampaign to Google ad account 2. We can use Zapier if needed. Please only bid if you know what you are doing.

I'm seeking a Zoho CRM expert who can help with sales automation. - Implement Lead Scoring and Distribution: I need a professional who can assist in setting up a lead scoring system to help prioritize and distribute leads effectively. - Improve Sales Pipeline Management: A crucial aspect of this project is to enhance our sales pipeline management. The ideal candidate should have extensive experience in setting up pipelines, stages, and automating tasks within Zoho CRM. To qualify for this project, you must have a proven track record in Zoho CRM implementation and specifically in sales automation. Your expertise will be instrumental in helping us streamline our sales process and enhance our overall efficiency. Prior experience in lead scoring and distribution is a must.

I'm currently looking for a highly skilled freelancer with comprehensive knowledge in Zoho CRM, marketing automation, Zoho One and integration with third-party applications. The main tasks to be performed are: - Configuring a tailormade CRM workflow that fits our business needs. - Setting up advanced email marketing automation. - Integration with external third-party applications. - Overall setup of Zoho products. The ideal candidate will have a previous history of setting up Zoho software. We aim to launch this project in the next week, so promptness and reliability are essential. Proactive suggestions for improvements based on your knowledge and experience are also welcome. Join us in taking our CRM to the next level! Skills in Deluge is Zoho's online scripting language woul...

I'm seeking an experienced professional with a minimum of 3 years in the digital marketing field to assist in closing sales for SEO, PPC, and social media marketing services, primarily targeted towards small and medium businesses. DASHCLICKS EXPEREINCE A HUGE PLUS! GENEROUS BONUSES AND COMMISSIONS! Key Responsibilities: - Conducting sales consultations with potential clients, explaining the benefits of our digital marketing services. - Building and maintaining relationships with clients, keeping them updated on progress and ensuring their satisfaction. Communication: - I prefer communication to be primarily via email, with occasional video calls for more in-depth discussions. Ideal Candidate: - Must have a proven track record of at least 3 years in digital marketing services sales...

I am in need of someone knowledgeable in Redtail CRM to enhance its functionality and streamline its operation. Within this project, you will: - Clean up outdated contacts and rid the system of duplicate data - Add organization to our file attachments - Implement strategic workflows These functions will span across three areas: - Contact Management - Task Management - Document Management Furthermore, as a core part of this process, I would like to add and enhance certain features. These include: - The design and implementation of custom fields - Integration with other tools to assist in smooth operation - Set up automated notifications to improve communication and reminders Ideal candidates for this project will be experienced in Redtail CRM, knowledgeable in system integration and au...

Hey guys, I'm looking for somebody that can help me to integrate Facebook Leads into my CRM + Mailing Software. Can be via Zapier/Integromat or any other. To be done this week. Who has experience in that? Hit me up! Thanks

I'm looking for a skilled developer to create an API Salesboard. We have had one in our business before, but unfortunately that company no longer exists. Fortunately - we have some imaging and data to provide that can help point you in the right direction. This tool will essentially serve as a centralized hub for tracking sales data, generating custom reports, and integrating with our existing CRM and PayRoll management software. The main features I need include real-time sales data updates during business hours, customizable executive reports, and seamless integration with our CRM system. We have an open API so that you can investigate what data is available. Key requirements: - Developing an API Salesboard tool with a user-friendly interface and robust functionalities. - Ens...

I'm in need of a Microsoft Outlook add-in that has email tracking feature and integrates with our proprietary CRM system. Key Features: - Email Tracking: The add-in should be able to track emails, providing real-time notifications upon email opens. - CRM Integration: The add-in should seamlessly integrate with our proprietary CRM system, enabling users to easily access CRM data while working in Outlook. Ideal Skills and Experience: - Proficiency in Microsoft Outlook add-in development - Experience in creating email tracking features - Strong understanding of CRM systems and integration - Ability to work effectively under tight deadlines The project has a deadline of within a month. Please only apply if you can deliver within this timeframe.

I am looking to build out a CRM or integrate with my current CRM. I want to send out market reports to home owners on a monthly bases automatically. This must be simple to use. The program will need to pull data from an outside source to figure out the value you of the property, how much of a loan they have and how much equity. That data will need to automatically my in a report that is sent to the homeowner and also on their portal. With that I want the home owner to be able to log into their own homeowner portal. In this portal it will tell them what there house is worth and how much equity they have. The portal will also have suggested vendors and the homeowner will be able to haveb a place to load documents. This portal must be able to be customizable on the backend so I can add ad...

I'm seeking a proficient virtual assistant to handle both sales and administrative tasks. The role will primarily involve making outbound sales calls and managing appointments. Tasks to be accomplished include: - Making sales calls: Prior experience in making outbound sales calls and ability to effectively communicate the product/service benefits to potential customers is crucial. - Scheduling appointments: Proficient in using Google Calendar and Sheets to manage and schedule appointments, ensuring smooth coordination of sales activities. - Additional administrative tasks: There might be occasional data entry and administration assistance as well. Ideal candidate should have: - Proven experience in telemarketing and sales, especially B2C. - Excellent organizational skills and attent...

Do you have a passion for real estate and a knack for communication? We're seeking a dynamic team of Call Center Agents (hybrid positions) to join our growing agency and connect with homeowners on behalf of our worldwide network of real estate agents. This is your chance to: - Make a difference in the real estate industry! - Work remotely from the comfort of your home (calm environment with stable internet required). - Enjoy a flexible schedule - starting from 4 hours per day up to 8 hours per day, 6 days a week. - Build a rewarding career with opportunities for growth. Responsibilities: - You will be contacting homeowners to discuss their property and gauge their interest in selling. - Excellent communication and interpersonal skills are key! - Proficiency in the English language ...

Procuro um profissional da engenharia ou areas correlacionados, com cnpj ativo, para ajudar no relatorio final de estagio, bem com assinar e carimbar o TCE, alem de auxiliar na ficha de atividades.

I'm looking for an experienced Salesforce expert to implement the platform and integrate it seamlessly with other software's. Key Integration Points: - Whatsapp: I will need automated messages to be sent via Whatsapp - Emails: The primary goal here is to track customer interactions - TcsION: This is a vital integration point that will require a thorough and deep understanding of the software. Ideal skills and experience: - Proven experience with Salesforce implementations and integrations - Familiarity with Whatsapp API for automated messaging - Proficiency in email tracking systems - Strong analytical and problem-solving skills. Your role will be to ensure a smooth flow of data between these systems, with a focus on customer interactions and business processes. Please incl...

I'm seeking a skilled Laravel developer who can help me with backend development, database management, and most importantly, creating an API for data integration. Key Responsibilities: - Backend Development: You'll be responsible for the backend development of the application. - Database Management: You'll manage the database for the project. - API Integration: The primary goal of the project is to create a robust API for data integration, so you'll be heavily involved in this aspect. Ideal Candidate: - Proficient in Laravel: I'm looking for someone who has strong experience and expertise in Laravel. - API Development: Experience in creating APIs, especially for data integration purposes, is highly preferred. - Database Management: Knowledge in managing databases...

Project Overview: We are looking for a skilled freelance Chatbot Developer to create and integrate a sophisticated chatbot for our corporate website and Microsoft Teams. This project involves developing a chatbot that provides tailored interactions for both prospects and existing customers, integrates with our CRM and ticketing systems, and utilizes conversational AI for effective communication (basically for sales and tech support; submit a ticket mostly) - Microsoft Bot Framework may be good Key Project Deliverables: Dual Deployment: Develop a chatbot that functions seamlessly on our website and within Microsoft Teams. Conversational AI: Implement AI to engage users dynamically and intelligently on the platform. User Data Handling: Capture and utilize users' email addresses for p...

I need a tailored Google Sheet CRM for my insurance broker company. Currently, we're managing our contacts and leads on Google Sheets, but the system isn't optimized for our needs. Key Features: - Contact Management: The CRM should help us keep track of our clients' details such as their name, phone number, and email address. - Lead Tracking: We need to manage potential clients effectively; the CRM should help us track their status. - Policy Tracking: It's crucial for us to keep tabs on the policies we're maintaining for each client. Ideal Skills: - Extensive experience in developing CRM systems, preferably on Google Sheets. - Proficiency in setting up comprehensive contact databases. - Previous experience in developing systems to manage sales leads and track po...

I'm in need of a Zoho Creator developer to create custom workflows within my Zoho Creator workspace. Key Responsibilities: - Develop and implement custom workflows within Zoho Creator with the primary goal of automating our business processes. - The level of automation required is intermediate, meaning the workflows will need to be triggered based on specific conditions set by user input. Ideal Candidate: - Proficient in Zoho Creator and experienced in creating and implementing custom workflows. - Strong understanding of business processes and the ability to translate them into automated Zoho workflows. - Experience with intermediate automation, such as conditional workflows based on user inputs. - Excellent communication skills to understand our business needs and be able to tra...

I am in urgent need of sales agents who can help expand my business of exporting Marble and Granite. This is a commission-based role offering 5% per successful deal. Here are my requirements: - Geographic Targeting: I am looking for agents based in or having strong networks in North America, Europe, and Asia. - Product Knowledge: These sales agents should be experienced in dealing with Slabs and Tiles of Marble and Granite. - Commission Details: The chosen sales agents will earn a 5% commission on every successful deal. Skills and Experience: - Excellent sales and communication skills. - Experience in the Marble and Granite industry is a plus. - Good understanding of Slabs and Tiles in the market. - Reliable connections in North America, Europe, and/or Asia. Thanks for viewing my list...

I need an experienced professional to assist me in implementing the recruitment module on Odoo. I am not entirely sure where to start, so guidance is crucial. I need help specifically in: - Setting up candidate profiles - Managing the vetting process - Configuring recruitment stages - Setting up questionnaires and assessments - Creating and managing recruitment agents I already have a defined workflow in place that I would like to implement in Odoo. The ideal candidate for this job should have extensive experience with Odoo, particularly with its recruitment module. Strong problem-solving skills and a deep understanding of recruitment workflows are necessary. Your invaluable guidance is expected throughout this setup process.

I need an expert in data entry, specifically proficient in using CRM software. The task involves inputting data from Q-Factor and into Kudurru Stone - two software applications that are critical to the operation of my company. Q-Factor and Kudurru Stone are two land surveying CRMs that track client and project data. I will work out certain steps, FAQ and provide any additional details to endure you are able to suceed. - Solid background in CRM software - Proven track record in data entry tasks - Proficiency in Q-Factor and Kudurru Stone would be an advantage but not are definitely not essential - Strong attention to detail and accuracy This task is important for the steady running of our existing company, therefore, I expect precision and timely turnaround from the selected freelance...

Se necesita experto en Bitrix24 que tenga conocimientos de implementación y configuración de este CRM

In this project, I require an expertise in Zoho to assist me with specific tasks including customization of Zoho CRM, setting up Zoho Campaigns and generating Zoho Reports. In addition, there are several integrations needed such as Zoho One, Zoho Backstage, Zoho Campaigns, and Zoho Forms. Ideal Skills: - Extensive experience with Zoho CRM customization - Sound understanding of Zoho Campaign setup - Proficiency in creating detailed Zoho forms - Talent in accomplishing software integrations of Zoho One, Zoho Backstage, Zoho Campaigns, and Zoho Forms.

Help send an email campaign to a segment of emails from our Zoho CRM . Help send invite emails to a Zoho Backstage event Help me set up and send the campaign.

Abbiamo bisogno di sviluppare moduli personalizzati per vtiger crm

I'm looking to develop a Comprehensive CRM system that caters to the needs of multiple users (in the thousands) and is able to integrate with other existing software and platforms. Key features of this CRM system include: - Advanced Contact Management: The CRM should be able to manage a large database of contacts efficiently. - Sales Pipeline Tracking: It should be able to monitor and manage our sales pipeline effectively. - Customer Support Ticketing: The system should provide a platform for managing and resolving customer support tickets. The ideal freelancer for this job would have: - Prior experience developing comprehensive CRM systems, ideally for large user bases. - Proficiency in integrating different software and platforms. - Strong understanding of Contact Manag...

FEE $200aud FEE $200aud Plus bonuses ... so NO TIME WASTERS NEED APPLY As a business, we are looking to develop a custom CRM system. The system should include specific features and functionalities to ensure efficient management of contacts, sales pipelines, lead management, and administration for backend operations across 10 websites that we want incorporated in this model and more as we expand our network. Key Features: - Contact Management: The CRM system should boast a comprehensive contact management system. This includes the ability to integrate with email, custom fields for contact information, and contact tagging. - Sales Pipeline Tracking: The system must be capable of tracking and managing the sales pipeline efficiently. - Lead Management: The CRM should help in managing l...

I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.