CRM Jobs

Project Description: I am looking for a CRM solution that focuses on customer support. Features needed: - Customer support functionality - Ability to track customer interactions and tickets - Ticket management and escalation system - Sales analyses - Lead distribution I prefer a cloud-based CRM solution that can be accessed from anywhere. The CRM should be able to accommodate 1-10 users with different access levels. Ideal skills and experience: - Experience in implementing and customizing cloud-based CRM systems - Strong knowledge of customer support processes and best practices - Proficiency in integrating CRM with other systems, such as email marketing tools or help desk software.

Project Title: Notion template editing I am looking for a freelancer who can help me with editing my Notion template. The specific changes I need are related to formatting and design. I want to add a notification hub and have some minor parts of my template that need to be edited. I have a rough idea of the new sections I want to add, but I would also appreciate your input and suggestions. The Notion template currently has more than 7 pages, so experience with managing and organizing large templates would be ideal. Skills and experience required for this project include: - Proficiency in Notion and its formatting options - Strong design skills and an eye for aesthetics - Ability to rearrange elements and sections in an organized and visually appealing way - Experience with managing ...

I am looking for a skilled freelancer to develop a Travel CRM and Web portal and Andriod App for my business. The project requires specific features such as customer management, sales tracking, and task management. Ideal skills and experience for this job include: - Proficiency in developing CRM systems with customer management, sales tracking, and task management functionalities - Experience in using open source solutions like LAMP stack for development - Ability to deliver the project within a timeline of 1-3 months If you have the necessary skills and experience, please submit your proposal for consideration.

Initially to 4 cities in the following states: CA, GA, KY, SC, TX, and the Virgin Islands. As market activity changes so will the quantity of locations.

Project Title: CRM Integration CRM Platform: HubSpot Description: We are looking for a skilled freelancer to integrate our HubSpot CRM with our company. The ideal candidate should have experience in integration and be familiar with HubSpot CRM. Skills and Experience: - Proficient in HubSpot CRM - Experience in integrating CRM platforms - Ability to complete the project within a tight timeline (1-2 weeks)

I am looking for a freelancer who has experience setting up Zoho Zapier and Tax Jar integration specifically for Zoho Inventory. Ideal skills and experience: - Proficiency in Zoho applications, particularly Zoho Inventory - Experience in setting up and configuring Zapier integrations - Familiarity with TaxJar and its integration with Zoho - Knowledge of automating sales tax calculations between Zoho, Zapier, and TaxJar The main task for this project is to automate the sales tax calculation process between Zoho Inventory, Zapier, and TaxJar. If you have the necessary skills and experience, please apply for this project.

HubSpot Setup - CRM setup Skills and Experience Needed: - Experience with HubSpot CRM integration - Knowledge of email marketing and lead generation - Familiarity with setting up HubSpot for initial use Project Description: I am looking for a freelancer who can assist me with the initial setup of HubSpot for my business. Specifically, I need help with CRM integration to ensure seamless communication and organization of customer data. Requirements: - Integrate HubSpot CRM with existing systems or data (if applicable) - Set up email marketing campaigns and automation to streamline communication with leads and customers - Implement lead generation strategies to capture and convert potential customers - Ensure that the initial setup of HubSpot is optimized for my business needs Ideal Cand...

Just Singup for the Zoho one , we have few things to setup ..we dont have the time to setup them and learn it do let me know if you can setup them for me ....Only a good Individual freelancer Required not an Agency

Odoo SH Support I am looking for a freelancer who can provide support for the implementation of Odoo SH. The specific module that requires support will be discussed further. I have a specific issue that needs support. The complexity of the issue will depend on the possibilities offered by the Odoo SH platform. Ideal Skills and Experience: - Strong knowledge and experience with Odoo SH implementation - Expertise in the specific module of Odoo that requires support (to be discussed) - Ability to analyze and troubleshoot issues in Odoo SH - Familiarity with the features and functionalities of Odoo SH - Excellent problem-solving skills and attention to detail If you have the necessary skills and experience, please submit your proposal detailing your relevant experience and approach to pro...

We wish to build a Sales CRM web and mobile application

I am looking for an expert who can assist me with the Twilio A2P and GoHighLevel registration process. I require the registration of my TWILIO and GOHIGHLEVEL accounts to ensure compliance and successful A2P registration for all our phone numbers. This A2P registration is a requirement the United States Government put in place and it prevents all people who don't properly register from sending text messages from phone numbers we purchase. The ideal candidate will have experience in both platforms and be able to handle the entire registration process within a week. Skills and Experience: - Expertise in Twilio A2P registration - Proficiency in GoHighLevel registration - Strong understanding of the entire registration process for both platforms - Ability to work under ti...

Project Description: I am looking for someone who have made and want to sell a CRM system to help me track and process leads for my CPA business.

We're looking for a freelancer who can create or implement a site with certain features that mirror the backend of the Yoga 6 site (which is a Hub Spot site). Ideally we'd like to know what software can do the job, OR can we achieve the same effect with a certain Word Press theme that can be customized. Ideal Skills and Experience: - Proficiency in font creation and design - Strong knowledge of client portals and implementation - Attention to detail to ensure all functionality is present in the similar site created Please submit your information along with the word "YOGA" so that we know you read the brief. Submissions without that key word will be omitted.

Business Development Executive - Senior-Level Industry: Technology Tasks: - Lead generation - Partnership development - Market research Skills and Experience: - Proven track record in lead generation and partnership development - Strong understanding of the technology industry - Excellent market research skills - Ability to identify and pursue new business opportunities - Demonstrated ability to build and maintain strategic partnerships - Exceptional communication and negotiation skills - Proactive and self-motivated approach to business development We are seeking a highly experienced Business Development Executive to join our team. The ideal candidate will have a senior-level experience in the technology industry, with a focus on lead generation, partnership development, and market re...

We want to build product system CRM (mobile, webapp) - Customer: manage customer, manage sale, sale pipeline. - API callcenter - Live chat: sms, facebook. - Marketing: sms, email. Setup campaign, payment google and facebook in my CRM. - Subscription: permisson, user, package use cloud. - Integrated with AI (language, content...) - open to any tech stack as long as we can set up campaigns. and Hubspot and Salesforce cannot do it.

I am looking for a virtual assistant who can help me with setting up and managing my CRM system in odoo. The specific tasks that I need assistance with are data entry and organization. Here are the details of the project: Tasks: - Aiding in the set up of a multi company system within Odoo - Data entry and organization in the CRM system - Ensuring all customer information is accurate and up to date - Organizing and categorizing customer data for easy access and retrieval Training: - I prefer to provide written instructions for training the virtual assistant on these tasks but occasional phone or video conferences will be necessary. - Clear and detailed instructions will be provided to ensure a smooth transition Time commitment: - I anticipate needing assistance for less than 5 hours per...

seeking a skilled CRM Developer with a strong background in Dynamics 365 and SSRS report development. The project involves the creation and optimization of an SSRS report, leveraging complex data structures and ensuring seamless integration with Dynamics 365 CRM. The focus will be on implementing dynamic data retrieval and report customization to meet specific business requirements. Key Responsibilities: Rapid development and optimization of an SSRS report within the Dynamics 365 CRM environment. Crafting and executing advanced data queries to extract relevant information from various CRM data sources. Implementing dynamic data filtering and conditional row visibility within the report. Working closely with the project lead (myself) for requirements gathering, troubleshooting, and rapid ...

I need an assistant help with Clixio or GoHighLevel setup and ongoing development. Looking for someone hourly who is available to work in person in the Macomb County Michigan Area or via web meetings.

I am looking for a designer to create a design for a CRM portal based on already completed wireframes. The ideal candidate will have experience in creating user-friendly and visually appealing designs for web applications. The project requires designing about 40-50 screens, but many are similar to each other. Skills and Experience: - Proficiency in UI/UX design and wireframing tools. - Strong knowledge of color theory and typography. - Experience in designing user-friendly interfaces for web applications. - Attention to detail and ability to create visually appealing designs. - Ability to work collaboratively and communicate effectively with the development team. I will send the wireframes via PM and other details can be discussed then.

CRM Application for Pharmaceutical marketing activities and Dr visits - I am looking for a CRM system specifically designed for Pharmaceutical marketing activities and Dr visits. - The main feature I need in the CRM is sales pipeline tracking to effectively manage my sales process. - No integration with any other systems is required. - My preferred platform for the CRM is cloud-based. - The ideal candidate should have experience in developing CRM systems with a focus on Pharmaceutical marketing activities and Dr visits. - Knowledge of sales pipeline tracking and cloud-based CRM platforms is essential. - The CRM should be user-friendly, intuitive, and customizable to meet the unique needs of the Pharmaceutical industry. - Strong communication skills and the ability to understand and trans...

I am looking for a freelancer who can help me build a GoHighLevel Funnel/CRM with the following requirements: - Sales pipeline management: I need the CRM to effectively manage and track my sales pipeline. - Lead capture and nurture - Existing partial database integration: I have a partial customer database that needs to be integrated into the CRM. - Third-party application integration: I would like to integrate specific third-party applications with the CRM, but I need assistance in identifying which ones would be the most beneficial for my business. Ideal Skills and Experience: - Experience with building and customizing GoHighLevel Funnel/CRM systems. - Proficiency in integrating and managing customer databases. - Knowledge of various third-party applications that can be integrate...

I am looking for a Salesforce Developer who can assist me with bug fixes. Specifics: - Customization, integration, and configuration of Salesforce - Implementation of specific requirements and functionalities Requirements: - Experience in Salesforce development - Familiarity with bug fixing and customization - Ability to work with a detailed list of requirements Timeframe: - Project needs to be completed within 2-3 days

I am looking for a freelancer who can help me with setting up Bitrix24 and creating departments within the platform. The specific features that need to be set up are focused on project management. Requirements: - Experience in setting up Bitrix24 and familiarity with its project management features - Ability to create departments within Bitrix24 - Knowledge of best practices for organizing departments and teams within the platform Skills: - Strong understanding of project management principles - Proficiency in using Bitrix24 and its project management tools - Excellent communication and collaboration skills The project will involve starting from scratch, so there is no need for data import or migration. However, it is important that the freelancer has experience with setting up Bitrix2...

Real Estate CRM Software I am looking for a freelancer to develop a Real Estate CRM software that meets the following requirements: Features: - Lead Management: The CRM should have the ability to effectively manage and track leads for my real estate business. - Email Marketing: I need the CRM to have email marketing capabilities to send targeted emails to leads and clients. - Reporting and Analytics: It is important that the CRM provides comprehensive reporting and analytics features to track the performance of my real estate business. Integration: - Website Platforms: The CRM should be able to integrate with various website platforms to capture leads directly from my website. Number of Users: - 6-10: The CRM software will be used by a team of 6-10 users. Ideal Skills and Experience: ...

I am looking for a Salesforce Marketing Cloud Developer to assist me with various tasks. Tasks include: - Creating email templates - Setting up automation workflows - Implementing personalization features I am flexible with the timeline and do not have any specific deadlines for the tasks. Preferred communication method with the developer is instant messaging. Ideal skills and experience for this job: - Proficient in Salesforce Marketing Cloud - Experience with creating email templates - Knowledge of automation workflows - Familiarity with implementing personalization features Please provide examples of previous work and relevant certifications.

YOU NEED TO KNOW SALESFORCE CRM OR I WONT RESPOND TO YOUR MESSAGES !!!!!!!!! I am looking for an assistant to help me with my Salesforce CRM project. The specific tasks I need assistance with include data entry and organization. Ideal Skills and Experience: - Intermediate level of experience with Salesforce CRM - Strong attention to detail and organizational skills - Familiarity with data entry and organization techniques - Ability to work efficiently and accurately to meet the tight timeline of less than a week If you have experience in Salesforce CRM and are available to start immediately, please reach out to me. This is a great opportunity to contribute to a fast-paced project and showcase your skills in data entry and organization.

I am looking for a skilled developer to create a complete ERP software for my small EPC solar panel installation company. The ideal candidate will have experience in developing ERP software and be familiar with the specific modules and features required for this project. Modules and Features: - Project Management module is a must-have for tracking and managing solar panel installations. - Sales and CRM module to manage customer relationships and track sales leads. - Inventory Management module to track and manage solar panel inventory. Technology and Platform: - The ERP software should be cloud-based to allow for easy access and collaboration from anywhere. - Experience with cloud-based platforms is preferred. Integrations: - The ERP software should have the capability to integrate with...

We need well with someone who knows about instantly Cold Email Software. If you have experience with that software, please let us know so explain the project.

I am looking for a freelancer who can help me set up the Sales Automation features in ZOHO CRM. Requirements: - Experience with ZOHO CRM and setting up Sales Automation features - Strong understanding of lead management and email marketing functionalities I do not require any training or continuous support for ZOHO CRM as I am confident in managing it myself. My sales team consists of 1-5 members. Please provide examples of previous work with ZOHO CRM and any relevant certifications.

I am looking for a Brevo CRM expert who can assist us with customization and configuration of the CRM system. Specifically, I need help with the following: - Customizing the CRM to fit my specific business needs - Configuring the CRM settings and workflows - Integrating my existing data and systems with Brevo CRM Ideally, the freelancer should have experience in: - Customizing and configuring Brevo CRM - Data migration and integration with other systems - Providing training and ongoing support for the CRM

I am looking for a Salesforce expert to help me create a quote with taxes shown separately. The ideal candidate should have experience in Salesforce and be proficient in setting up tax calculations. Skills and Experience: - Proficient in Salesforce - Experience in creating quotes with taxes shown separately - Knowledge of tax calculations and percentages - Familiarity with Salesforce tax rules and exemptions The project involves: - Setting up tax calculations in Salesforce - Ensuring taxes are shown separately on quotes - Implementing percentage-based tax calculations - No specific tax rules or exemptions need to be applied If you have the necessary skills and experience in Salesforce and tax calculations, please submit your proposal.

I am looking for a Middleware and Copy Administrator who can provide occasional assistance with Salesforce maintenance. The ideal candidate should have experience in Salesforce and be familiar with its functionalities. The main responsibilities of the role include: - Regularly reviewing and maintaining the Salesforce platform to ensure smooth operations - Troubleshooting any issues or errors that may arise - Assisting with data management and ensuring data integrity within the platform - Collaborating with the team to identify and implement improvements to the Salesforce system - Providing occasional training or support to end-users on Salesforce functionalities Skills and Experience: - Proficiency in Salesforce administration and maintenance - Strong analytical and problem-solving skil...

Below is a short description Odoo development: Analysis and implementation of accounting, payment, interface and related features using Odoo. This includes: Create Odoo Concepts for implementation of functional requirements in Odoo Implement Modules for Odoo Configuration of Odoo Technical and functional testing Implementation of Interfaces Documentation of the solutions

Project Description: Assistance with Bloomerang CRM Customization and Configuration Tasks: - Customizing and configuring the Bloomerang CRM system to meet our specific needs - Implementing custom fields, workflows, and automations - Integrating the CRM with other systems and tools Support: - We are not sure if we require ongoing support or if this is a one-time task. We are open to discussing options. Timeline: - We have a flexible timeframe for this project and can work around the availability of the freelancer. Skills and Experience: - Previous experience with Bloomerang CRM customization and configuration - Strong knowledge of CRM systems and best practices - Ability to understand and translate our specific requirements into system configurations - Familiarity with integrations and ...

CRM for Lead Management We are looking for a skilled developer to create a CRM system for lead management. Skills and experience needed: - Proficiency in CRM platform development - Strong understanding of lead tracking and management - Experience with customizing CRM systems to meet specific requirements Key Requirements: - Lead tracking: The CRM system should have robust lead tracking capabilities, allowing us to easily manage and track leads throughout the sales process. Other Details: - CRM platform: The client currently uses a CRM platform other than Salesforce or HubSpot, and will provide specific details. - Specific features: The client has specific features in mind for the CRM system and will provide more information. - Email integration and sales forecasting: While not ment...

Looking for a skilled freelancer with a pre-developed lead management tool, ready to transfer the code to my server and customize it to meet my specific requirements. I am not interested in building a lead management cum CRM tool from the ground up. The selected freelancer will be compensated on a monthly basis for maintenance and necessary modifications. If you have a ready-to-use solution and are open to customization, please reach out with details and let's discuss further.

Project Title: Generating Sales Conversions through Google Ads, Salesforce CRM, and Appointment Setting I am seeking a skilled freelancer to assist me in running paid ads, setting up a CRM system, and generating sales conversions through appointment setting for my clients. The ideal candidate should have expertise in the following areas: Paid Ads: - Proficiency in running Google Ads campaigns - Ability to optimize ads for maximum reach and conversions CRM System: - Experience with setting up and configuring Salesforce CRM - Knowledge of best practices for CRM customization and automation Appointment Setting: - Proven track record in generating sales conversions through appointment setting - Ability to identify and target potential clients for appointment scheduling - Excellent communic...

I need assistance building a financial incentives calculator for a landing page I'm building. I have attached a brief to help explain the logic that will drive the calculator

Project Title: CRM for our company Description: I am looking for a freelancer to develop a CRM system for our company. The ideal candidate should have experience in CRM development and be proficient in the following skills: Specific Features: - Contact management: The CRM system should allow us to store and manage our contacts efficiently. - Lead tracking: We need a system that can track and manage our leads effectively. - Sales forecasting: It is important that the CRM system has the ability to generate sales forecasts. Preferred CRM Solution: - Cloud-based: We prefer a cloud-based CRM solution for easy accessibility and scalability. CRM Integration: - Integration with other systems: We require the CRM system to be integrated with other systems such as email marketing and accounting ...

I want build product systeam CRM (mobile, webapp) - Customer: manage customer, manage sale, sale pipeline. - API callcenter - Live chat: sms, facebook. - Marketing: sms, email. Setup campaign, payment google and facebook in my CRM. - Subscription: permisson, user, package use cloud. - Integrated with AI (language, content...) - open to any tech stack as long as we can set up campaigns. Hubspot and Salesforce cannot do it.

Please Sign Up or Login to see details.

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

Crear un CRM de control de productividad de cada usuario, acceso a múltiples usuarios, con accesos limitados, firmas electrónicas, envíos de documentos, portal de clientes, portal de usuario, portal de admin, integración de email, mensajes de texto, directorio de páginas web y compañías, conector con rate quote insurance, conector y recopilación de datos de compañías, otros

Estoy en busca de un especialista en GoHighLevel para colaborar conmigo en diversas tareas relacionadas con esta plataforma. Específicamente, necesito asistencia en la configuración de embudos (funnels) y en la implementación de procesos de automatización. Experiencia en configuración de GoHighLevel como CRM, para seguimiento de clientes Objetivos para los Embudos y la Automatización: Aumentar la generación de leads. Mejorar las conversiones de ventas. No hay un plazo específico para la finalización de estas tareas. Habilidades e Experiencia Ideales para este Trabajo: Dominio de GoHighLevel. Experiencia en la configuración de embudos y automatización. Conocimiento de estrategias de generación de leads ...