CRM Jobs

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I'm seeking a Salesforce expert who can help me with my Salesforce RLM project. - Convert product and bundles from CPQ to RLM Ideal skills: - Proficiency in Salesforce CRM - Experience in Salesforce RLM is a plus - Strong understanding of lead management best practices Please share your relevant experience and how you can help me achieve my goals through this integration.

Sync/send contact data and mapped custom fields between CRM and proposal tool to improve accuracy and reduce manual data entry and double handling. Share events. Apps: Go High Level , Pylon Observer REST API & Webhooks available

French-speaking candidates only! My organization is currently leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zoho One and ERP integr...

I am in need of an experienced Bubble developer to create a customized CRM system specifically tailored for financial services and their freelancers. This system should be able to: - Track leads: The application should have a robust lead tracking system in place, allowing us to monitor and manage leads effectively. - Manage deals: Deal management is a crucial part of our business. The CRM system needs to support this feature to ensure smooth deal handling. - Provide performance metrics: It's important for us to evaluate the performance of our team. This CRM system should include tools to generate and present performance metrics. Additional features requested for this CRM system include: - Email integration: Seamless integration with email services to streamline communication and ...

I'm seeking an experienced freelancer with strong attention to detail to perform data entry into my database. The data to be entered is text-based and extracted from various sources which may have distinct formats. Below are specifics about the job: - Handling Text Data: The job will entail entering a variety of text data into the designated database. - Format Diversity: The data comes from diverse sources, so it does not adhere to a specific format. The ideal candidate must be adaptable in handling different data formats. - Correcting Discrepancies: The freelancer will need to spot and correct discrepancies or inconsistencies within the data sources. Accuracy and keenness to details will be crucial. Ideal Skills: - Proficient in data entry - Strong attention to detail - Good p...

I'm in need of a diligent and reliable virtual assistant to assist me with a range of tasks. Here's an overview of the key responsibilities and requirements: - Data Entry: The ideal candidate will be comfortable handling medium volume data entry tasks. This may include various forms of data manipulation, collection, and input. - Email Management: You'll be responsible for managing my email inbox. This includes reading, responding, and flagging important messages for my attention. - Appointment Scheduling: The role will also involve coordinating my schedule and setting up appointments. To excel in this role, you should have experience with: - Microsoft Office Suite, including Word, Excel, and PowerPoint. - CRM Software: Knowledge of Customer Relationship Management soft...

I am in need of an English-speaking customer service representative who is proficient in user communication via phone and live chat. Your key responsibilities will include: - Processing customer orders - Managing payments The ideal candidate should be highly skilled in CRM software. Previous experience in a similar role is appreciated. Outstanding problem-solving skills alongside a customer-first approach is a must. Your communication skills, both verbal and written, will contribute to the overall customer experience and reflect our brand image. Your focus will be to assist our customers in a friendly, respectful, and timely manner. Apply if you think this aligns with your skill set.

I am looking for an experienced Developer to build a customer support call system for me. Key requirements include: - Inbound Call Transfer: The system should be able to facilitate seamless live call transfer between agents, to ensure our customers receive timely, effective support. - Salesforce Integration: The system needs to be integrated with Salesforce, to provide our agents with the necessary customer data and insights for each call. Experience in building similar call systems, particularly with Salesforce integration, is highly preferred. Please share relevant portfolio items when applying.

I'm seeking a professional with proven experience in NetHunt CRM to help set up key workflows and make necessary updates. Key Requirements: - Setting up workflows for lead management, sales pipeline, and customer support. - Adding custom fields to the CRM, including text, number, and date fields. - Creating new fields for newsletters and drip campaigns. This project requires someone who is not only proficient in NetHunt CRM but also understands the specific needs of our business. Strong communication skills are a must, as we'll need to collaborate closely to ensure the CRM setup aligns with our objectives.

I'm in need of an expert in Twilio to create a custom contact center solution for my business. Key Requirements: -Automate whats app and other social media msg response -intergrate with CRM solution -other automation The ideal candidate should have: - Proven experience with Twilio development, specifically in the context of contact center solutions. - Strong communication skills and a willingness to understand my unique business requirements. - The ability to work on a flexible timeline and provide ongoing support and maintenance as needed. If you feel you can take on this challenging task and deliver a solution that perfectly aligns with my business requirements, please get in touch.

I'm currently seeking a competent Odoo Developer for a one-month project, who should be available at a rate of $5 per hour. The task at hand specifically involves the customization of existing modules to better suit the setup and starting business operations needs of Odoo. Particularly: - The principal focus is on having meetings to help us understand Odoo, setup to customize it to a particular workflow, help customizing the system with our workflow, Help Desk. Sales and CRM module, which needs modification. - Help making a customized Odoo Studio app that involves a form and integrating the submission of the data in that form to go to spreadsheets and also send that submission to a 3rd party website - Setup a series of team automated reminders and alerts that pertain to the status...

I am looking for a Salesforce expert who can help me with integrating Salesforce and QuickBooks Desktop. No third party application. Only using java client application on the local machine where the QB is installed. Client will communicate with Salesforce and QB Web connector. Requirements: - Must have experience with Salesforce and QuickBooks Desktop integration - Proficient in data syncing between Salesforce and QuickBooks Desktop - Familiar with basic customization of standard fields for data syncing Skills and Experience: - Strong knowledge of Salesforce and QuickBooks Desktop - Experience in data syncing between Salesforce and QuickBooks Desktop - Familiarity with basic customization of standard fields Please provide examples of previous Salesforce and QuickBooks Desktop integratio...

I'm in need of a skilled CRM Developer to create a custom CRM system with a variety of functionalities and stringent data security measures. Key Functionalities Needed: - Contact Management: The CRM should be able to store and manage client information, including their contact details. - Sales Pipeline Tracking: It should track and monitor the stages of our sales process, helping us identify areas for improvement and potential bottlenecks. - Customer Support Ticketing: The system should provide a platform for our customer support team to manage and resolve client issues efficiently. - Job Sheet Tracking: I also require functionality to track repair/service jobs for various items like phones, PCs, cars, bikes, ACs, etc. Platform and Device Support: - The CRM should be accessible thro...

I'm seeking a Zoho Desk specialist to set up my Zoho Desk account. My primary objective is to streamline and optimize our support operations. Key requirements: - Setting up Zoho Desk - Configuring Automation & Workflows - No ongoing support and maintenance required, just the initial setup Ideal skills and experience: - Proficiency in Zoho Desk - Experience with configuring Automation & Workflows - Strong understanding of customer support operations If you think you can help me achieve my goals, please get in touch with your relevant experience and a brief outline of your approach.

I need someone well-versed in Zoho CRM and Magento2 to assist me with creating and publishing API endpoints. Key Requirements: - Experience in creating API endpoints in Zoho CRM and Magento2. - Proficiency in publishing these endpoints. The Job: - The primary tasks will revolve around developing API endpoints. - This will involve working with Zoho CRM and Magento2. Data Access: - The endpoints are intended to give access to order and product data. Ideal Candidate: - You should have previous experience with similar integrations. - Knowledge of Zoho CRM and Magento2 is crucial. Please include any relevant samples of your previous work when applying.

I'm looking for a proficient developer to create an automated document verification system focused on improving the document management process of educational or related institutions. The system needs to handle verification processes for transcripts, certificates, and IDs. Key Features: - Real-time Verification: It is imperative that the system can verify documents immediately upon submission. - Secure Storage: Verified documents should be stored securely, ensuring confidentiality and data protection. - User-friendly Interface: The system should have an intuitive and simple-to-use design to allow effective handling of documents. Integration: - The system should be capable of API integration for seamless incorporation into existing structures. Ideally, the developer should have a s...

I'm seeking an expert in GHL to help with a project involving the platform. The specific tasks and the main goal of the project are not detailed, as the user did not provide this information. However, the ideal freelancer for this job should be experienced and proficient with the GHL platform and have the following qualifications: - Proficiency in setting up online payment systems - Experience in customizing GHL platform - Troubleshooting and bug fixing skills - Ability to implement new features on the GHL platform Please share your relevant experience with the platform and let me know how you can support my project.

I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead ...

Hi everyone, I'm searching for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and c...

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sales process and customer relationship mana...

I need a Zoho expert to help me set up a system where emails that match certain keywords in the subject are copied to a specific WorkDrive folder. Ideal Skills and Experience: - Proficiency in Zoho Mail - Experience in email filtering - Knowledge of WorkDrive system Please note that I want the emails to be copied, not moved, to the WorkDrive folder. I need both incoming and outgoing emails to follow the same method. I work in an office with 15 others and we get new cases meaning new filters frequently, so I'd like a method to be able to update their filters without needing them to redownload anything, sort of like a central hub from my computer. If there is any way for that to be done, I'd like to know the method.

I'm looking for a dedicated professional who can assist me with appointment setting. My business is diverse, incorporating Cryotherapy, Accupuncture, Auto Detailing and Real Estate. Key Requirements: - Set 10-20 appointments per day. - Must use phone calls as the primary method for setting appointments. Skills and Experience: - Proven experience in appointment setting, ideally within multiple industries. - Excellent phone manner and communication skills. - Ability to manage and track appointments efficiently. - Understanding of the Cryotherapy, Accupuncture, Auto Detailing, and Real Estate industries would be a big plus. Please note that this job is for setting appointments only, no sales involved.

As a business, we're seeking a skilled Salesforce Developer who specializes in the customization of workflow processes. The potential candidate should have experience in: - Tailoring existing Salesforce modules - Creating new Salesforce modules - Integrating Salesforce with other systems We have a particular focus on sales processes. Therefore, it's vital the developer can innovate and automate our sales flow processes. This task includes, but is not limited to: - Lead generation and tracking - Sales pipeline management - Sales forecasting Expertise in these areas will significantly streamline our operations and enhance our sales processes. Looking forward to meeting highly experienced and professional Salesforce developers for this project.

I need a Zoho Creator expert for my project to increase efficiency, streamline data management and improve collaboration in my team. The main features required include: - Building data entry forms: This will allow for standardized and organized input of data. - Workflow automation: To streamline the operations and reduce the manual workload. - Report generation: For quick and easy access to the information when required. There are no third-party applications integration needed for this project. Ideal freelancers for this task have a strong background in Zoho Creator and understand workflows. A proven track record of creating efficient systems will be a significant advantage.

I'm expanding my technology business and I need a dedicated individual to assist in setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortable with the daily call volume and h...

I need a professional to help me with the setup of my Google Ads account and integrate it seamlessly into my GHL platform. I'm looking to generate leads to grow my Sales Consultancy business and need someone with expertise in this area. Key requirements: - Setting up Google Ads account: As I've already created the account, this job entails optimizing it for maximum lead generation. - GHL integration: Ensuring that the ads are integrated effectively with my GHL platform is crucial. This will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales...

Company Overview: We are a dynamic and rapidly growing company based in Vancouver, British Columbia. Our culture is built on innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaini...

As a Sales Freelancer, you will be responsible for generating leads, nurturing client relationships, and closing sales deals. You will play a crucial role in driving revenue growth and expanding our customer base. This position offers the flexibility to work remotely while collaborating closely with our sales and marketing team. Responsibilities: * Lead Generation. * Negotiation * Collaboration * Reporting Benefits:  Competitive commission-based compensation structure.  Flexible work schedule and location.  Opportunity to work with a dynamic and supportive team.  Potential for growth and advancement within the company. Commission Pay Type:  It is based purely only on Commission.  In initial process for each verified lead you will receive 200/ and followed by that once the lead cl...

I need a CRM system that is less complicated than the one at , but with a few additional features. The system should be compatible with both web and mobile. I want it to be built in , the no-code tool. Key Features: - Contact Management: The system should allow me to easily manage and store contact information. - Task and Activity Tracking: It should help me track tasks and activities related to each contact. - Email Integration: I want to be able to send and receive emails within the CRM. - Google Calendar Integration: It should have the ability to sync with Google Calendar. LinkedIn Integration: - I need the system to integrate with LinkedIn, specifically to fetch public profile data of people I am connected with on LinkedIn. Ideal Skills: - Experience in CRM development - Proficien...

I'm in need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you're up for the task, I’d love to hear from you!

We are looking to hire a Botpress expert for a few days of work. You will help us create a couple bots as well as connect our WhatsApp API. I am on Tokyo time and am posting this at 10:00pm now. Tomorrow at 7:00am, I will hire for this job, and you must help us connect the WhatsApp API in a meeting at 9:00am. You will only be paid the time you are in meetings my team and I. This job is $15 per hour and you will be joining us for 4 hours while we connect WhatsApp API, test some integrations, and work on the first chatbot together. You must be available to be awarded this project tomorrow at 7:00am-9:00am Tokyo time. You must be very familiar with Botpress. I will also hire you to automate our payments via Gravity Forms & Brevo. I do not answer AI responses, so please make your respo...

I'm looking to integrate a real-time chat feature between our CRM (Bitrix24) and Omnichannel (Huggy) platforms. Key details include: - The integration must be comprehensive, i.e., there should be no missing features or functionalities on either platform during or after integration. - Real-time synchronization is crucial. This means that chat data should be immediately accessible and updated in both systems without delay. Ideal candidates for this job should have prior experience in real-time chat integration, especially with CRM and Omnichannel platforms. They should be able to deliver quality work that guarantees seamless communication without any glitches or delays in the chat feature. I appreciate developers who pay attention to details, as every aspect of this project is essenti...

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks ledger as normal?

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's advanced features for SMS messaging and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platforms. - Exce...

I have a set of tech-related tasks that require your expertise. As a freelancer working on this project, your role will extend from setting up applications to webpage development, centered around improving my workflow and data comprehension. Key Tasks: - Setting up MS Outlook for effective email management. - Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skills in website developm...

I'm looking for a skilled freelancer who can help with a range of tasks to streamline my business operations and processes. The ideal candidate will be proficient in a variety of software and technologies, and have prior experience with CRM systems, email management and web development. Key Tasks: - Setting up Outlook & email management - Automating tasks with Zapier - Integrating CRM system - Developing an e-commerce website with specific features including: * User registration and login * Social media integration * Contact form * Image gallery * E-commerce capabilities - Creating a Google Form - Analyzing data with analytics - Performing sentiment analysis Desired Skills: - Strong proficiency in Outlook, Zapier, CRM systems, and Google Forms - Experience in e-commer...

I'm seeking a Zoho expert based in Bucharest, Romania, who can assist with several tasks related to Zoho integration. Key requirements include: - Experience in Zoho Books integration and Zoho Creator app development. - Proven ability to implement Zoho One that supports 10-50 users. Additionally, the ideal candidate must have: - A strong capacity to customize workflows and automations within Zoho's ecosystem. - Hands-on experience integrating Zoho with various third-party applications. - Expertise in designing and providing reporting and analytics capabilities through Zoho. Looking forward to collaboratively creating a robust, efficient, and easy-to-use business platform.

Looking to convert a Symfo PHP CRM into a multi tenant SAAS system to onboard multiple clients at single instalation with subscription plans and billing. Demo of the CRM at More details on the requirements and onboard flow is aa follow 1. Create a landing page to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other. Single database multi tenant also can be done if less efforts. 5. Subscription packages based on per user billing and features restrictions an...

I am in need of a custom CRM system tailored for my mechanic shop. - Customer Management: The CRM should be adept in managing customer information, including tracking customer service history and sending automated service reminders. - Appointment Management: A sophisticated calendar system with drag-and-drop functionality is crucial for effective scheduling. It should also have the capability to send automated email reminders and allow for easy rescheduling of appointments. I am looking for a freelancer who has experience in developing CRM systems, particularly for the service industry. A solid understanding of customer relationship management, appointment scheduling, and email automation is essential. Experience in working with mechanic shops or similar businesses would be a big plus.

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

Buscamos una persona española que ayude a limpiar los datos de un CRM nuevo, subir datos de excel, validarlos o buscar nuevos con herramientas de Marketing.

Requiero una persona que de acuerdo a una base de datos, me busque citas con clientes potenciales, de acuerdo a mi Giro

Busco un desarrollador que pueda crear un sitio web cuya principal característica es que cuenta con un funnel page en el que (de acuerdo al target de cliente) al finalizar el registro , el usuario podrá ver una serie de ofertas personalizadas para el. Este funnel page, además de contar con distintos pasos, estará conectado con CRM de cliente via API. Por lo que ideal si sabes de implementación via API. Debido a que capto usuarios, necesito recomendaciones de buenos sistemas para la base de datos que construiré, acepto recomendaciones.

¡Hola! Busco un appoiment setter en ESPAÑOL con experiencia para trabajar de forma remota con jornada completa, sería a base a resultado por venta realizada del CLOSSER, producto higt ticket del 10% (100$) con buenas habilidades sociales y con buena actitud, busco un setter confiable que sea eficiente a largo plazo, pero primero debemos comprobar su rendimiento. Nos enfocamos en los nichos de consultorias, coaching y info productos, la prospección en frio es atraves de Instagram y si es posible también por LinkedIn. Requisitos: •Experiencia previa como appoiment setter •Experiencia en uso de CRM y actualizaciones precisas del día trabajado. •Experiencia para cualificar leads y generar oportunidades de venta. •Excelentes ha...