Need crm opencart jobs
...clear oversight of project expenses. - Resource Allocation and Scheduling: Enable the scheduling and allocation of resources with ease, preventing project delays and resource conflicts. - Estimating and Invoicing: The ability to provide accurate cost estimates for projects, as well as generate and track invoices. - Team Collaboration: Facilitate communication and collaboration among team members. - CRM: Manage customer relationships, monitor feedback and ensure customer satisfaction. - Customer and Project Tracking: Track project progress and customer interactions to inform business decisions. The software must be designed to operate exclusively on Windows systems. It is required that prospective freelancers possess an excellent understanding of construction project management p...
...for those with strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients What We Offer • Support & Resources: Whether you join as an Agent or a Partner, you'll receive the necessary tools, promotional materials, and support to succeed. • Training for Agents: Comprehensive training in our Customer Service and CRM systems. • Flexible Earning Potential: With our commission structures, your earning potential grows with your efforts. Ideal Candidate • Strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients • Excellent communication skills. • Motivated, with a drive for ...
We are currently using a project management system that we purchased through Envato Market. You can find a demo of this system at: [Perfex CRM Demo](). Our plan is to integrate domain management and web hosting for our clients into this system. We aim to manage this as resellers, although we have limited experience in this area ourselves. Therefore, ease of use is essential for us. The user interface (UI) and user experience (UX) have already been designed based on the existing design; these can be easily copied, with changes to the text where necessary. The following features need to be implemented: 1. **Main Menu Dashboard Overview**: An overview of active domain names. 2. **Domain Management**: - **Domain Registration**: Option to register or transfer
I currently have a local billing provider, Alegra, that I would like to connect or integrate with my CRM. It is well-known in the market; however, I want to ensure that the person intervening on the site truly understands its functionalities and can delve into the API required to connect with my local billing provider. At the moment, I am unsure about how to proceed. I believe my local billing provider has an API, and it might be in the cloud. Below, I provide you with the registration link so you can learn about the CRM and let me know if integration is possible:
...skilled professional who can help me implement Ambassador referral software to enhance our customer acquisition strategy. Here are my explicit needs: - Implementation of automated referral tracking. - Development of a customizable referral program. - Seamless integration with our existing CRM system. The core objective is to amplify our customer base through strategic referral processes driven by our internal team. Desired skills would include: - Experience with referral program software. - Proficiency in CRM integration. - Strong understanding of user engagement and loyalty program strategies. If you have a proven track record in creating impactful referral programs and are adept at working with these systems, I'm looking forward to collaborating with you and ach...
...leads - Present our value proposition to prospects convincingly - Record information from interactions for follow-up Ideal Candidate Must Possess: - Proven experience in cold calling or telemarketing, preferably in real estate - Excellent communication and persuasion skills - Ability to handle rejection and stay motivated - Knowledge of the real estate market and property ownership - Proficiency in CRM tools and call logging -Willing to train you if you have no experience* This campaign is crucial for expanding my client base, and I'm looking for someone with a successful track record in converting cold calls into tangible leads. Your expertise will drive our success in tapping into new clientele within the real estate market. If you have the skills and experience to achie...
...leads - Present our value proposition to prospects convincingly - Record information from interactions for follow-up Ideal Candidate Must Possess: - Proven experience in cold calling or telemarketing, preferably in real estate - Excellent communication and persuasion skills - Ability to handle rejection and stay motivated - Knowledge of the real estate market and property ownership - Proficiency in CRM tools and call logging -Willing to train you if you have no experience* This campaign is crucial for expanding my client base, and I'm looking for someone with a successful track record in converting cold calls into tangible leads. Your expertise will drive our success in tapping into new clientele within the real estate market. If you have the skills and experience to achie...
...an expert developer to create a White Label CRM using Bubble. A vital feature is customization, allowing users to tailor their dashboards to their liking. Key features include: - User Customization: Users should be able to personalize their own dashboards, adapting it to their specific needs. - Third-party API Integrations: The CRM must support integration with other software for expanded functionality. - Community Creation and Management: The ability for users to create their own communities, with management capabilities. In addition, the CRM will have a marketplace function where users can interact. This includes: - Following and Joining: Users can follow others and join different communities. - Buying and Selling: A platform within the CRM where us...
I'm urgently in need of a proactive freelancer who excels in maintaining client relationships through effective follow-up communications after initial cold calls. My affiliate marketing business requires a dedicated individual to ensure no potential client or lead falls through the cracks. Responsibilities: - Cold calls - Emailing - Keep detailed records of communications - Strengthen potential client relationships Ideal Skills: - Excellent communication - Experience with CRM software - Affiliate marketing knowledge - Organizational skills I'm looking forward to collaborating with someone who can start immediately and help my business flourish through consistent and effective follow-ups.
I need an experienced Odoo ERP developer for the configuration and implementation of three modules, including Inventory management, Sales and CRM, and Accounting. - EXPERTISE NEEDED: Experience with Odoo ERP system customization to properly incorporate specific business needs will be appreciated. - INDIVIDUAL MODULES: * Inventory Management - Seamless tracking and managing of stocks. * Sales and CRM - Effective management of the customer relationship cycle. * Accounting - Comprehensive financial operations and reporting. There may be certain specifications or customizations desired as we move forward with the development process, those aren't finalized yet. - SYSTEM MIGRATION: The developer also needs to be proficient in data migration as there&...
hello, i have an opencart website 2.3.0.2 version which is retail and wholesale. i want some changes: 1) discount per order for wholesale buyers based on order value and show message to checkout for example 10% off when order is reached 100 euro. if 80 euro order message will say add 20euro more to get 10% off 2) at catalog need show 4 products per row. now shows 3 products 3) need scroll down to view more products. don't want pagination 4) make faster loading the website 5) create 2nd store with diferrent domain (as multistore) with same products but different prices. also 2nd store send different email to buyers when place order or register
...quick, efficient rollout is crucial. The freelancer will focus on: - Introducing Project Costing to track project costs and budget effectively. - Implementing Project Billing to streamline invoicing and revenue recognition processes. - Establishing Project Management capabilities to oversee project performance and milestones. While not mentioned, if you possess additional experience with ERP, CRM, or Payroll integrations, and can bring that expertise to bear, it would be a significant plus. **Ideal Skills and Experience:** - Proficiency in Oracle Projects module configuration - Expertise in project costing, billing, and management - Strong understanding of Oracle EBS or similar ERP systems - Proven ability to deliver under tight deadlines - Excellent communication and problem...
Need lite-duty technician - (preferably experienced &) proficient in setting up email campaigns on popular Email Mktg Svc (EMS) platforms. Work from your home computer; no special software required ... just reliable web-connectivity. WHAT'S READY: 1. Our unique Email Marketing Domain (to send & receive messages). 2. Functioning Marketing Domain email. 3. A series of 24 friendly progressive marketing messages: text-only ... no graphics ... no embedded links, phones or email-addrs. Staged mailings from an initial mailing list of 6,000 greenlighted prospects. THE PROJECT: TESTING SMALL EMAIL CAMPAIGNS On agreed-to EMS platform ... 1. Set up a handful of cold email text-msgs for 2-week tests of 10-100 sends each. 1a. set send-next to approx ...
I'm in the hunt for an adept Appointment Setter with a proficient understanding of SaaS, specifically CRM. Your role will include connecting us with potential clients and establishing a rapport. Your work will be highly influential in the way we do business, so it's of great significance that we get the right candidate on board. Key Tasks: • Development of leads based on targeted marketing • Presentation of our CRM SaaS solution to interested parties • Scheduling demos or appointments with prospective clients Ideal Skills: • Experience in the technology industry • Comprehensive understanding and experience in SaaS, preferably CRM. • Proven track record in appointment setting or software sales • Excellent communication ski...
I'm seeking a skilled web developer to create a sleek business website with urgency. Experience in creating effective corporate websites is a must. **Ideal Candidate Must-Haves:** - Proven track record with business website development - Ability to work quickly with...- Proven track record with business website development - Ability to work quickly without compromising quality - Keen eye for modern design aesthetics and user-friendly interfaces **Project Requirements:** - Fast delivery - Responsive design for accessibility across all devices - SEO-friendly structure *Integrations (not mandatory but a plus):* - Familiarity with payment systems - Knowledge of CRM integrations - Email marketing services I'm excited to see your proposals and portfolios. Let's launch ...
I'm on a mission to enhance our connection with our valued donors. My goal is to reach out to them personally to establish a more robust relationship and foster their ongoing support. Here's what I need: - Accurate phone numbers corresponding to the names and addresses of our donors. - A method to verify these phone numbers to ensure they are current and correct. - Respectful and discreet handling of our donors' private information. IDEAL CANDIDATE: - Proficient in data mining and verification. - Expertise in information privacy and ethical data handling. - Experience in CRM and telecommunication tools. - Strong communication skills for potential donor interaction. This project requires a balance of technical skills in data acquisition and a sensitive approa...
I'm in urgent need of a Zoho expert for: - Customizing my Zoho CRM with new modules. - The modules should manage support tickets, track project milestones, and organize sales leads. Ideal Candidate Should Have: - Proven experience with Zoho CRM customization. - Skills in Zoho Creator for app development. - Ability to integrate CRM with third-party apps. - Creative problem-solving for CRM solutions. - Attention to detail for a seamless integration process. Looking forward to transforming my CRM system to better suit our unique business processes with your expertise!
I need an expert developer to create an automation feature within my Perfex CRM, tailored specifically to enhancing lead engagement and data capture, with integration expertise for CodeIgniter, PHP, and Twilio. Tasks: - Develop a workflow to send a personalized link to each lead. - Code must capture additional custom fields and documents from leads. Requirements: - Experience with CodeIgniter and PHP. - Proficient in integrating Twilio for SMS communications. - Familiarity with Perfex CRM customization is a plus. - Ability to handle secure data transmission and storage. Custom Fields: - Creation of a system to capture custom fields and documents. - Ensure fields are easily accessible and manageable within the CRM. Ideal Candidate: - Proven track record w...
Job Opportunity: Prospecting and Engagement Specialist Key Responsibilities: ? Prospecting and Engagement: Identify and research potential fashion stores globally aligned with the platform...enhancement of the platform's value proposition. Requirements: Proven experience in sales, business development, or account management within the fashion industry. In-depth knowledge of fashion retail, e-commerce, and store operations. Strong negotiation, communication, and presentation skills. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Proficiency in CRM software, MS Office Suite, and analytical tools. Additional Requirements: Freelancer with a passion for the fashion industry. Location: New York City Age: 23 to 30 years old Experience in s...
We are seeking a skilled and proactive freelance Outreach Specialist to assist us in securing meetings with potential clients through cold ...Track the success of your outreach efforts through key performance indicators (KPIs) such as response rates, meeting bookings, and overall engagement. Use data to refine and optimize your outreach strategy. Requirements: Proven experience in cold email outreach and LinkedIn prospecting. Exceptional written communication skills with a keen understanding of professional etiquette. Familiarity with CRM tools and proficiency in managing communication pipelines. Ability to adapt to different industries and tailor messages accordingly. Strong organizational skills and attention to detail. Results-driven mindset with a focus on achieving measurable...
Looking for an ISA/Caller to follow up with our clients enggaged prospects We would need you to: - Find information about our leads - Call our leads and track it with our CRM We teach everything for free and give you all the tools. More about us: We are a Lead generation agency that helps marketing agencies get more clients, 1 part of our process is calling the leads that are interested in their service. This is where you come in :)) Workload: - 1-2 hours of work every day. This number will increase overtime. Pay: - 50usd Per client per Let me know if interested.
I'm currently experiencing an API connect error in Zoho CRM while trying to authenticate using REST API . The issue exists solely within Zoho, without interference from any third-party applications. Here's specifically what I need help with: • Diagnosing the root cause of the Zoho CRM API connect error. • Proposing a solution to fix the API connectivity error. • Implementing the solution, ensuring smooth and successful updating of contact information. The ideal freelancers for this job would have: • Extensive experience with Zoho CRM • Strong knowledge of API troubleshooting • Excellent problem-solving capabilities. Demonstrated success in previous Zoho CRM API error resolution will be highly advantageous.
I'm looking for a dedicated and experienced WordPress developer to create a dynamic news website for me, primarily focusing on international news. In order to keep the website regularly updated with fresh news, the use of WordPress as a CRM solution is planned. Key Responsibilities would include: - Design and development of the website ensuring responsive and user-friendly layout. - Integration of features to facilitate easy news updation. - Implementation of interactivity features like a comment section for reader engagement and social media sharing options for widespread news dissemination. Ideal skills and qualifications: - Strong experience with WordPress development and customization. - A good understanding of SEO principles and ensuring that they will be adhered to. ...
I am currently seeking a skilled IT developer, specifically one who excels in Salesforce development. Your main responsibilities will include: - Integration of diverse software, particularly including my 'Book me', online portal, Pardot, WhatsApp, and Alpha Trust applications into Salesforce. - Modifying existing Salesforce reports to suit new requirements. Experience in CRM customization and data analytics will also prove beneficial for this project, although not mandatory. An ideal candidate should have a proven track record in Salesforce integrations and report modification.
based on contract i signed - never countersigned but i did the work by connecting into pro emails, crm, and contacting my pro acquaintances with the contractors system I require a skilled writer with legal expertise to pen a debt payment request letter. My specific requirements are as follows: - The letter should pertain to requesting payments, without mentioning the exact debt amount since I opted not to disclose it. - It must instill urgency by mentioning a specific deadline for the payment. Your background should preferably be in legal writing with a firm grasp of laws associated with debt collection and outstanding payments. Ability to draft professional, clear, and persuasive letters is essential.
...necklace About company: Conic360 is a specialized firm dedicated to elevating entrepreneurs and business owners. It offers strategic planning, CRM, sales funnels, website development, and community building, all through a holistic, 360-degree approach. The firm's mission is to transform clients into iconic figures in their niches, combining innovative strategies with personalized support. Conic360 is a growth partner, aiming to make each client the leading choice in their field. -__ I am looking for a creative, accomplished graphic designer who specializes in minimalistic designs to help create a sophisticated, visually compelling logo for a CRM marketing company. - Colors: I prefer the logo to be designed primarily around the use of #EB0047, Black, and White....
I'm seeking an experience...user authentication, location services, and push notifications. The apps should cater to the Finance Services and Customer Relationship Management (CRM) sectors. Key requirements include: - Creating user-authenticated access for each application. - Incorporating location-based services into the apps. - Developing features to send push notifications to users. - Designing apps around Finance Services and CRM functionalities. Ideal skills needed for this project: - Experience in Android app development. - Familiarity with user authentication protocols. - Knowledge in location-based application development. - Previous exposure to Finance and CRM app development. This project demands a detail-oriented professional keen on delivering h...
I'm seeking a skilled professional to seamlessly integrate both email and phone number leads from Facebook into my already established collection systems. This integration should be automatic, requiring no constant manual input on my end. Key skills and attributes: • Experience with Facebook API • Fluent in JavaScript, PHP, or Python • Knowledge in CRM integrations • Strong problem-solving abilities • Attention to detail
I'm in need of an experienced CRM data migration specialist. My project involves transferring data from Zoho CRM to Microsoft Dynamics CRM. Here's what you need to know about the task: - Data Type: The data is mostly simple structured data. Though no specifics on the data type have been provided, it's best to anticipate the migration of contacts, accounts, and leads. Skills and Experience Required: - Proven experience with CRM data migration, especially between Zoho and Microsoft Dynamics - A keen eye for detail to ensure no data is lost or wrongly migrated during the process - Strong problem-solving skills to be able to tackle any unforeseen issues that might arise during the migration. In your bid, make sure to include details...
Requirement Document:- CRM usages:- - To create the lead for new customer (Custom templates) - Then will convert a lead into the Deals using default functionality of the Zoho CRM - After converting a lead into the deal, Abe will change the deal stage to “Artwork” – Current functionality of artwork is to create a project into the Zoho Projects but we will change it. Once Abe will click on the Artwork we will auto create a record into the Projects module (Zoho Creator) and also we will store the creator project link into the Zoho CRM ( will create a custom field into the Zoho CRM to store the project link so that by clicking on the link Abe will redirect into the Zoho Creator) and then Abe will upload the doc into the project and also will ...
I'm in need of a professional to create a comprehensive plugin for a variety of CRM platforms. The ideal plugin should enable a sales framework, reporting tools and create dashboards for such tools. - Salesforce, HubSpot, and Microsoft are key platforms it needs to be compatible with. Familiarity with these are absolutely essential for the person taking this project. Key Features: - Sales framework: The plugin should focus on enhancing sales framework on the platform. This should include lead management, opportunity tracking, and sales pipeline visualization. - Reporting tools: The plugin should also provide comprehensive reporting tools. This must include the ability to create highly-interactive dashboards that enable easy understanding of sales data. I'm spe...
...relationship management (CRM) tool, Pipedrive. The task requires updating 120 leads with specific information and setting appointments based on email responses. Key Responsibilities: * Updating each lead's status and recording recent interactions. This information is critical to understanding each lead's status and prior involvement, which forms the foundation for future engagements. * Handling email responses. Appointments should be set based on inquiries about our products/services, request for more information, or appointment confirmations. Your attention to these critical emails will help streamline my appointment scheduling and minimize delays. The ideal freelancer for this task should have a background in sales and lead management. Previous experience with ...
...travel backend CRM system that will streamline my daily operations, providing an all-in-between solution. Primarily, it should include: - Customer Relationship Management: To manage and improve client relations. - Booking Management: For seamless handling of bookings. - Invoicing and Payment Tracking: To ensure accurate and reliable handling of financial transactions. In addition to these main functionalities, I require third-party integrations to enhance our work process better: - Google Maps: For a more efficient booking and travel arrangement process. - Travel APIs: To access a broader range of booking options and services. - Email Marketing Software: For improved marketing and communication strategies. Moreover, for effective internal organization, the travel backend C...
...products or services, features, and benefits to effectively communicate their value to potential clients. 5. Appointment Scheduling: Schedule appointments for our sales team based on the availability and preferences of both parties. 6. Lead Management: Keep accurate and detailed records of all interactions with prospects, including contact information, conversations, and appointment details in our CRM system. 7. Follow-Up: Conduct follow-up calls and emails to nurture leads and convert them into scheduled appointments. 8. Goal Achievement: Meet or exceed monthly and quarterly appointment-setting targets to contribute to the company's overall sales goals. 9. Feedback: Provide valuable feedback to the sales and marketing teams regarding prospect responses, objections, and...
I'm seeking an expert in Copper CRM to assist in setting up the system with a focus on sales management. This job requires understanding my unique needs, as I will be the primary user. Essential functions I need to track are: - Lead generation - Prospect tracking - Deal management Skills required for this project include a deep understanding of Copper CRM, sales management strategies, and technical skills to manage and customize the CRM. Previous experience in CRM setup for individual users will be an asset.
I am seeking a profici...proficient WHM SQL PHP developer with expertise in creating browser-based database management solutions. The work will require deep understanding of: - Database management: The core requirement is to develop an efficient database management system for handling our customer data. - Customer data focus: The project is specifically aligned towards managing customer data, hence any expertise in CRM systems would be a real advantage. - Customer registration: A key feature of the project will be to develop a customer registration system. A developer with a background in WHM SQL PHP, Customer Data Management, and Customer Registration Systems will be perfectly suited to meet this project's needs. Yours should be a solution that is efficient, user-friend...
We are seeking a skilled and experienced Full-Stack Developer or Team of Developers to join our team and assist us in building an email sending CRM. This application will consist of various modules with specific functionalities, including a Contacts CRM Module, Segmentation Module, Campaign Scheduling Module, Stats Module, and MTA/ESP Connections Module. Responsibilities: - Develop and maintain the Contacts CRM Module to store email contacts and associated fields, accessible via API. - Implement the Segmentation Module, allowing users to create segments based on previous activity and user-defined criteria. - Enable users to include and exclude segments based on specific conditions using logical operators. - Build the Campaign Scheduling Module to provide campaign distr...
...minimalist website that seamlessly integrates with GoHighLevel CRM. The key features that I want the website to have include: - Contact form: I would like a secure and user-friendly contact form that visitors can use to send inquiries. - Integration with GoHighLevel CRM: Such integration would allow for real-time updates, efficient lead management, and improved customer relationship handling. - Online booking system: An intuitive and easy-to-use booking system for users to make appointments or reservations. The primary aim of this website is to generate leads. As such, it needs to be developed with lead generation, optimization, and conversion tactics in mind. Preferably, the developer should have experience working with GoHighLevel CRM and building websites fo...
I'm currently seek...lobby - Bonus and Promotions Management: Implement bonus and promotional offers effectively. Back-Office: - CRM: Must have a robust Customer Relationship Management system in place. - Reporting and Analytics: For tracking and assessing platform performance. - Affiliate Management: Should include features for managing affiliates, including bonus management and casino game management. As for Casino Game Providers: There's no immediate requirement to integrate specific providers, but your platform should be designed in a way that allows me to easily add any provider in the future. Ideal Skills: Previous iGaming software development, experience with CMS and PAM, capability in CRM & analytical reporting. Previous experience integrating multi...
Kindly note, this project is undefined given no specific details were provided. However, if you're a .NET expert, we'll need you to: - Implement user authentication, data storage and retrieval, reporting and analytics. - Work on a project that could be anything from an e-commerce website to a CRM system, inventory management system, or all three. - The target audience could be anyone from individual consumers to businesses and government organizations. Skills and experience needed: - Strong .NET development skills - Experience in user authentication and data management - Strong understanding of reporting and analytics - Experience in e-commerce website, CRM system, and inventory management system development - Broad understanding of various target audienc...
I am looking for a skilled, experienced developer to integrate the Pixxi CRM API into my WordPress site. The focus of the development project will be on syncing real estate property data. Key functionalities needed include: • Real Estate Property Data Synchronization: The API should be capable of harmonizing real estate property data across the API interface and the WordPress website. This will require intimate use of Pixxi CRM API's data structures and endpoints. Ideal candidates will have a solid background in API integration, notably Pixxi CRM and WordPress. Familiarity with the real estate sector and property data synchronization is highly desired. Your expertise should allow you to thoroughly understand the scope of the project and execute the develo...
I'm in need of an experienced freelancer who can help to optimize and establish a more efficient email delivery system for me. I currently send emails through Google and CRM. I need a solution, as I believe there is a way to streamline this process but I'm unsure how to go about this. The ideal candidate should have: - Experience with various email delivery services and platforms - In-depth knowledge of Google's email delivery options, specifically Gmail - Ability to provide simple solutions that can be easily understood and implemented - Good communication skills to explain technical terms in a simple manner Your role would be to assess the current system, recommend an efficient replacement based on my needs and set it up. I am especially interested ...
I'm seeking a HubSpot CMS expert to integrate our inte...our CRM's APIs into HubSpot. - Systems to communicate efficiently. For this task, a freelancer will need experience with API integration, particularly with CRM systems and HubSpot CMS. It will be beneficial if you're familiar with Google Maps API, Stripe API, and Mailchimp API as they are integral to our operations and may need tweaking in the future. Your understanding of API functionality and the ability to troubleshoot any integration issues quickly will prove fundamental to the role. We anticipate potential challenges but trust you'll navigate them professionally. Skills you'll need: - Proficient in HubSpot CMS - Strong understanding of API integration - Prior experienc...
We are looking for a Senior Quality Analyst with min 6+ of experience, for fullti...hours in a day over fixed schedules. Title: Senior Quality Analyst Job Type: Fulltime Timings : 10:30 am-07.30pm IST Hybrid(Pune) Key Skills: Minimum 4 years of experience designing, executing and automating test cases using Selenium with C#. Minimum 3 years of experience using manual testing system management tools. Experience on web testing Good to have experience of testing MS Dynamics CRM. Good to have SAP and API testing knowledge. Good to have experience with SAP Sales and Distribution processes Good to have Playwright knowledge. Have worked in Agile and Scrum project. Experience with collaboration tools like JIRA and Confluence Familiarity with sales terminology related to healthc...
Job Title: Dynamics CRM Developer Location: Remote Duration: 12+ Months Start Date: ASAP Required Skills - At least 10+ years of total IT experience with 5+ years of configuring and Administering and / or Developing in Dynamics 365 systems. - Strong in Dynamics CRM Developer with experience in Dynamics 365 Systems, C#, .NET framework - Experience working with Agile methodologies and working in an Agile team. - Strong business analysis and problem-solving skills and proven ability to identify and recommend solutions to issues, concerns, and challenges - Knowledge of modern development practices and the development lifecycle with experience using Scrum, Kanban, Lean or other agile methodologies - Current knowledge of Retail industry and technology trends
We currently use an Excel spreadsheet for an analysis. We would like to incorporate this into our Hubspot CRM. We would like to plug in the paramaters from "Input" tab on the attached spreadsheet. We would then like to the the customer a quote based on the data from "Input" tab. The quote does not need to look like "Pricing" tab, but needs to show something similar.
CRM for Life Insurance - Advanced Features 1. Client Information Management: • Centralized Profile: Detailed client profiles with personal information, policy history, communication preferences, and interaction notes. • Policy Management: Full-cycle policy handling, including quote creation, policy checks, renewals, and real-time updates. • Cross-Selling Opportunities: System prompts for potential cross-selling and upselling based on client profiles. 2. Lead Management and Generation: • Sales Funnel: Comprehensive lead tracking from initial contact to policy conversion with automated lead scoring. • Lead Prioritization: Automated lead scoring to prioritize high-value prospects. • Unlimited Funnels: Scalable funnel creation for efficient lead management...
We are in need of a Laravel expert who can complete sever functions of our CRM ****Jobs page *The keywords box doesn’t really work. In my previous system we could look for any job even if we only remembered one small data point. this search is not searching properly. *What does the export box do? I think it supposed to export this job data to report, or pdf? please make so. *The 5 boxes when clicked should take you to the list of the data indicated *Trashed jobs don’t work. *Clients, providers, location and location names. Each of these is a different data point. We could have a client need services in a different location that is not his office. *There should be a be 2 separate boxes for Location. Location Name and Location Address Location address sh...
