How to build a crm in sharepoint jobber

Jeg ønsker å koble whmcs opp til mitt crm system som er PerfexCRM. Jeg ønsker at all fakturering og brukere skal bli automatisk opprettet fra whmcs til PerfexCRM og omvendt

...norske betalingsløsninger, fraktintegrasjon, erm/crm og mailchimp håndtering. Designmal: Ønskelig at dere anbefaler designmal/theme som er så tett som mulig opp til sitt utseende og funksjonalitet. Allerede anskaffet Avada Theme, men er også åpen for andre løsninger. Nettsiden/nettbutikken skal være en «One pager – full width» som har høy annerkjennelse for funksjonalitet, som er 100% kompatibel med Woo Commerce, og som dere vet vil bli vedlikeholdt i lang tid fremover. Betalingsløsning Nettbutikken skal være forberedt på å håndtere DIBS, NETS, Klarna, Epay og andre godkjente betalingsmoduler. Fraktintegrasjon Nettbutikken skal i fremtiden kunne integ...

I'm looking for a CRM automation specialist who can configure our CRM system and automate several recurring tasks. The perfect candidate should also integrate our CRM seamlessly with third-party tools, including Email marketing software, Customer support ticketing system, Docusign, and Office. Key responsibilities: -Configure to automate the identification and tracking of prospects. -Set up automated email templates for contact initiation, follow-ups, and mandate proposals. -Integrate Google Forms or Microsoft Forms with for project information collection. -Automate the creation of OneDrive folders and the updating of CRM records based on form submissions. -Set up deal tracking with progress statuses in Monday.com. -Integrate DocEs...

I'm looking to build a comprehensive search and listing portal focused on software and tools. The portal will be a one-stop platform for users, offering a spectrum of services and solutions. Key Features: - User Registration: A simple, intuitive user registration process is crucial for onboarding new users and keeping them engaged. - Advanced Search Filters: Providing users with robust search filters will enhance their experience and help them find what they need quickly. - Reviews and Ratings: Implementing a review and rating system will add credibility to the platform while aiding users in making informed decisions. - Product Comparison Feature: Enabling users to compare different software and tools will add val...

...looking for a skilled PHP developer to create a simple yet comprehensive CRM online system. Key Features: - Contact Management: The system should enable users to store, organize, and update contact information. - Task Tracking: It should allow users to create, assign, and track tasks related to contacts or deals. - Sales Pipeline Management: The system should facilitate the tracking of deals through the sales process, from initial contact to closure. - A Kanban view of opportunities with cover image Requirements: - The CRM system is required for less than 10 user accounts. - I need the system to integrate with email and calendar for seamless communication and scheduling. - Ability to restrict user acc...

I'm seeking a talented web developer to create a website for my real estate business with a minimalistic design aesthetic. The main goal of this site is lead generation, focused particularly on attracting potential property buyers. Key Features: - An intuitive navigational structure that highlights properties. - A minimalistic design that aligns with my brand. - Effective ways to collect essential information from potential clients, including phone numbers, locations, budget, and preferences. Ideal Skills and Experience: - A strong background in creating engaging and efficient lead generation sites. - Solid experience in real estate industry projects. - Proficient with minimalist website design. - Proven abilities to...

I will explain to you how Cost-Benefit Analysis (CBA) or Benefit-Cost Analysis (BCA) works in risk management and analysis. This would be based on the case study and course content that you have shared.

As a tech-savvy company, we are looking for a versatile Power Apps and Power Automate specialist. Our project entails the development of both Canvas and Model-driven Power Apps. These applications should be designed to interface seamlessly with SharePoint and SQL databases. Key functionalities to be incorporated include; * Workflow automation: Our applications should aid in achieving seamless workflow, eliminating unnecessary delays and redundancies. * Data integration: Facilitating effective synchronization of data across different platforms and databases. * Document management: Applications developed should have mechanisms that streamline the creation, storage, and retrieval of digital documents. The ideal freelancer should possess a w...

United Call Centers, founded in 1999, is a globally recognized call center company specializing in multilingual contact center services with a strong sales focus. Operating in over 40 countries and supporting 50 languages and dialects, we take pride in delivering exceptional customer experiences. Are you passionate about providing excellent customer service? Are you ready to assist customers in the green mobility industry? Join our dynamic team as an Inbound Customer Service Representative at United Call Centers, where you'll play a vital role in ensuring customer satisfaction for our clients in this innovative sector. Key Responsibilities: - Assist customers of our green mobility industry client. - Handle...

...University Search Tool: The website and app should come equipped with an intuitive university search tool. - Admission Requirements Database: A comprehensive database of admission requirements for various universities is crucial. - Scholarship Information: A database of scholarships to help students fund their education is also needed. - Student Profile & Document Upload: A platform for students to create profiles and upload necessary documents. - Student Timeline Planner: A tool to help students plan their application timelines. - Counsellor Profile & Meeting Booking: A profile for counsellors with the ability to see student application profiles, and a booking form to schedule meetings. - AI Chatbot: A...

As a business using Zoho Creator, I'm looking for a skilled developer to create advanced workflows between Zoho Creator and Zoho applications. Key Requirements: - Integrating Zoho Creator with Zoho applications - Implementing triggered actions based on specific events - Implementing custom scripts for complex workflows The ideal candidate should have: - Proven experience in Zoho Creator development - Strong understanding of Zoho applications such as CRM, Books, and Invoice - Proficiency in creating complex workflows and custom scripts - Ability to understand business processes and translate them into effective automation Please include examples of similar projects you've worked on. I have two questionaire forms created on zoho ...

We are a growing web development company looking to expand our client base. We need an experienced Business Development Specialist to help us acquire new clients from scratch. If you have a proven track record in lead generation, client acquisition, and sales in the web development industry, we want to hear from you! Responsibilities: Develop and implement strategies to attract new clients for our web development services. Identify potential leads and convert them into clients. Build and maintain relationships with clients to ensure long-term partnerships. Conduct market research to identify new business opportunities. Create and deliver compelling presentations and proposals to prospective clients. Colla...

...Our company is a provider of IT and Managed Service Provider (MSP) solutions, committed to delivering top-tier services to our clients. We are seeking a dynamic and driven Outbound Sales Representative to join our team. This individual will be responsible for the entire sales lifecycle, from marketing and lead generation to proposal creation and deal closure. The ideal candidate will have excellent English communication skills and be comfortable working in the US Eastern Standard Time zone. Key Responsibilities: Marketing and Lead Generation: Develop and implement outbound sales strategies to attract potential clients. Utilize various marketing channels, including email campaigns, social media, and cold calling, to genera...

Bliz Beats Music, LLC, a music production company located in southern California, is looking to offload high-ticket sales of our custom music production service offerings (to serious artists looking to take their careers to the next level) to an experienced individual or team of high-ticket closers. Because their business does not solely focus on a single revenue stream, they cannot adapt the traditional sales funnel model from their homepage. Instead, their main website () segments the appropriate content based on the audience type. ___________________________________________ Their website visitor profiles are as follows: (1) Artists / Vocalists / Singer-Songwriters looking for exclusive licensing of high-quality custom instru...

Looking for a seasoned professional to install Odoo Enterprise in Proxmox. The primary aim of this project is to streamline our operations. Key Project Requirements: - Installation: Install Odoo Enterprise in Proxmox - User Management: Setup and configure the system for less than 10 users - Module Configuration: If needed, configure the system with Odoo modules for Sales and CRM, Inventory and MRP, and Accounting and Finance Ideal Freelancer: - Extensive experience in installing and configuring Odoo Enterprise - Familiarity with Proxmox - Proficiency in setting up user management systems - Experience with Odoo modules is a plus - Ability to adhere to timelines and deliver excellent results

I need a skilled developer to create a custom CRM system for Windows. The CRM should have the following features: - Contact Management: The system should allow me to store, organize, and update contact information. - Sales Tracking: It should help me track sales, sales targets, and performance metrics. - Task Management: The CRM should have a task manager where I can assign tasks and track their progress. Compatibility with Windows is a must. And data security is a priority; the CRM should have role-based access control to ensure only authorized personnel can view and manipulate sensitive data. Ideal skills for this project include experience in Windows software development, CRM system des...

Build Scalable, Responsive and Dynamic website, and mobile app (iOS and android): Key requirement from developers: • Looking for a team of qualified developers with knowledge of all the functionalities required for this project • Must have expertise in building website as well as android and iOS apps • The scope of the work may increase as we learn more about the users of the website. • Please send your price quotations with detail of language/tools you will use and the timeframe you will need to complete this project. Functionalities to build: • Book meeting function that automatically check calendars of team members and shows available slots to external users to make booking with our experts - Admin can sy...

I'm in need of an experienced professional to integrate Email Marketing and Customer Support Apps with my current CRM. The key functionalities I'm looking to integrate are conversational, SMS and funnel app. Key Responsibilities: - Integrate Email Marketing features like Email Campaigns and Templates seamlessly into the current CRM system. - Integrate Customer Support functionalities to enable efficient Ticket Management within the CRM. The specific apps to be integrated should include: - Chatbot: Implement an interactive chatbot within the CRM to enhance customer engagement and support. - Text Messaging: Enable SMS sending and receiving integrated within the system. - Sales Funnel: Incorporate a sales...

...you a video creator with a knack for making informative how-to/tutorial videos or are you more interest in comparing videos? If so, we have an amazing opportunity for you to join our team and showcase your talents on our established YouTube channel. We're looking for individuals who can create engaging step-by-step tutorials for software, apps, and email marketing tools. Please note, these are not animated explainer videos; we require screen recordings. Requirements: - Proficiency in English (native speakers preferred) - Willingness to record your phone/computer screen, along with your voice - Ability to explain concepts clearly and concisely - Access to a high-quality microphone I'm looking for s...

...looking to integrate WhatsApp into our existing CRM solution under our B2B product, my customer will setup their whatsapp business account under our platform like wati. This will be used for customer messaging and campaign management. Check our platform and let me know, how should we provide this feature to customers to make their life easy so they can have whatsapp all conversation at one place. Key Features and Functionality: - Ability to create and send WhatsApp messages from our CRM platform - Conversations and message history should be recorded and displayed within individual records on the CRM - Complete tracking and reporting capabilities including message delivery status Specific Requirements: - Integration of WhatsA...

Debe tener lo siguiente: CRM Multiagente Chats gratuitos ilimitados Contactos ilimitados Historial de chats ilimitado Chatbots Asignación automática de chats Facebook e Instagram (BETA) Integración al instante API WhatsApp send Soporte por WhatsApp

I'm looking for a professional who can help me generate contact information (name, email, and phone) for leads suitable for my direct email marketing campaign. Key Responsibilities: - Develop a robust strategy to identify and collate data from various sources. - Ensure the data is accurate and up-to-date. - Organize and present the data in an Excel spreadsheet format. Ideal Skills: - Experience in sales lead generation. - Proficiency in using data collection tools. - Strong analytical and organization skills. - Knowledge of email marketing best practices. Experience in direct email marketing or a CRM system would be a bonus. The successful candidate will be meticulous and detailed-oriented, with the abil...

...looking for an expert to help configure different tools with AI to streamline and automate crucial processes at my marketing agency. - **Tools**: The project involves configuring AI with our CRM system, email marketing platform, social media management tool, ChatGPT, Google Workspace, and Notion. - **Processes**: I'm particularly interested in automating lead generation, email campaigns, social media scheduling, customer support, and project management. - **Lead Generation Automation**: For lead generation specifically, I envision the integration of AI through both AI-powered chatbots and automated lead scoring. Ideal skills and experience for this project include a deep understanding of AI technologies, advanced knowledge of the specified to...

I'm in need of a lightweight CRM application for managing FTP data transfer on Windows and Mac. The app should be around 1.90 kb in size. Here's what I'm looking for: - **File Transfer Tracking**: The app needs to provide real-time updates on the progress of file transfers. It should also maintain logs of completed transfers and notify me of any failed transfers. - **Contact Management**: A key feature of the CRM should be its ability to manage contacts. I should be able to add, edit, and delete contacts. These contacts should be organized into categories or groups. Additionally, I should be able to search and filter contacts based on specific criteria. - **Activity Logging**: The app should have a...

- Merging Persons Records on a Single Table - Fixing some bugs - Displaying "merge company" interface instead of the expected "merge person" interface - Merging Persons Records on a Single Table - Displaying the listed fields on merge person CRM section - Add a "Date-Added" field to CRM records for FirstPrint project. - Update image on CRM Instruction page for FirstinPrint project - Update the Input field and other Issues in the FirstinPrint project

...looking to enhance our existing Salesforce Journey Builder with advanced features such as email automation, personalized messaging, and customer journey mapping. The system will primarily target Business-to-Consumer (B2C) audience. The successful freelancer should have proven experience in Salesforce CRM integration with Journey Builder. Where possible, the freelancer should: - Enhance the email automation system for effciency - Develop personalized messaging to engage our consumer base - Implement customer journey mapping features to better understand our users’ experiences Skills and Experience needed: - Experience working with Salesforce Journey Builder - Expertise in CRM integration - Understanding of both the email ...

...looking for a skilled Power Platform developer who can help me to learn Power Apps, Power Automate and Power BI and explain real time scenarios in detail. Key Responsibilities: - Develop and customize Power Apps to streamline specific business processes. - Design and implement automated workflows using Power Automate. - Provide hands-on training sessions to ensure practical understanding and application. - Evaluate the effectiveness of training programs and make improvements as needed. - Create interactive reports and dashboards in Power BI to help visualize and analyze business data. - Proficiency in developing Power Apps, Power Automate, and Power BI. - Experience integrating Power Platform applications with SharePoint an...

I'm in need of a skilled developer to create a Microsoft Outlook plugin that will enable me to upload the email body to my CRM system. or similar

Hi everyone, I am looking for a freelancer who is able to help me with a Magento 1 task. I got a template: ‘’Porto theme’’ and I can’t find out how to build / structure pages properly. The manual is not sufficient for me. How can I integrate the page structure of a demo (home)page for example? The automatic function is not working for some reason. I have contacted the developers: ‘’P-themes’’ and they suggested to go into the folder: ‘’app/code/local/Smartwave/Porto/etc/import’’ on the server, but from there I don’t know how to integrate these (short)codes on the page properly. Hope you can help me integrate it and explain...

Hi everyone, I am looking for a freelancer who is able to help me with a Magento 1 task. I got a template: ‘’Porto theme’’ and I can’t find out how to build / structure pages properly. The manual is not sufficient for me. How can I integrate the page structure of a demo (home)page for example? The automatic function is not working for some reason. I have contacted the developers: ‘’P-themes’’ and they suggested to go into the folder: ‘’app/code/local/Smartwave/Porto/etc/import’’ on the server, but from there I don’t know how to integrate these (short)codes on the page properly. Hope you can help me integrate it and explain...

Are you a proactive, results-driven individual with a talent for finding and securing high-quality leads? Do you excel in connecting with potential clients and scheduling meetings? If so, we want you to join our dynamic marketing agency team! Responsibilities: Identify and generate leads through various channels, including online research, social media, and industry events. Qualify leads to ensure they meet our target client criteria. Reach out to potential clients via email, phone calls, and social media to introduce our marketing services. Schedule meetings between qualified leads and our team. Maintain accurate records of leads and interactions in our CRM system. Collaborate with our marketing and sales teams to dev...

I'm looking for a custom add-on for Perfex CRM. The add-on shall generate a graph that can be filtered by personnel and date. Key requirements include: - Display data: The graph should show the number of opportunities. - Chart style: The preferred style is a line chart. - Filtering: The graph should be filtered based on selected personnel and date ranges. Ideal skills for this project include familiarity with Perfex CRM, strong PHP and MySQL experience, as well as an understanding of charting libraries for graph representation. A professional who can work efficiently and deliver a user-friendly, visually appealing solution will be highly appreciated. There is a ready-made page similar to our needs in Perfex CRM...

I am looking for a software developer that can create a comprehensive tracking system for my large-scale business. The system should automate inventory management, and customer support processes. Key Features: - Inventory Management: As my inventory size is large (over 500 products), the system should be able to efficiently track and manage stock levels, reorder points, and provide alerts for low stock. - Customer Support and Communication: The system should include a CRM module that will help me automate my customer support processes. This includes tracking interactions with customers and managing communication effectively. Ideal Skills: - Software Development: Proficient in developing customized software applications that are scalable and ca...

we provided you Streamline Processes with Odoo CRM Expert

I'm attempting to leverage the power of Odoo CRM to streamline my business processes. My familiarity with Odoo CRM is basic, hence I need an expert consultant in this tool. This project requires the ability to: - Assess our current use of Odoo CRM and identify opportunities for enhancement - Suggest and implement strategies to streamline our business processes leveraging Odoo's capabilities - Train and support our team in better utilizing Odoo While I'm open to improvements in all areas, I've skipped specifying any particular functions in Odoo for the consultant to focus on. I'm depending on the expert to guide me. Ideal Skills and Experiences: - Proven track record...

I'm seeking a skilled developer to build a SharePoint Online intranet for our team. We are a medium-sized organization with 51-100 employees. The intranet should primarily focus on document management, employee directory, news and announcements. Besides, we also need customization to facilitate onboarding and pre-onboarding processes. Key features and requirements: - Document management: A user-friendly system for uploading, managing, and accessing organizational documents. - Employee directory: A comprehensive, searchable directory that includes key information and contact details. - News and announcements: A platform for posting and sharing company updates and important news. - Custom features for onboarding and ...

Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.

I'm seeking a professional with profound expertise in the retail banking sector, particularly unsecured loans. If you have experience in this area, you can assist us in expanding our business. The main focus of the project is to boost our loan volume, and in order to achieve this, we need to work together to synergize and utilize technical tools effectively. Key requirements: - A solid background in the retail banking industry, with a specific emphasis on unsecured loans. - Proficiency in Customer Relationship Management (CRM) software. Your responsibilities will include: - Collaborating with our team to identify potential areas for growth in our unsecured loan business....

I need a professional to assist me in fully leveraging the power of Zoho CRM+. I require expertise in all modules of Zoho Sales & Zoho Desk, including but not limited to lead management, opportunity management, and sales forecasting. This project does not only involve setting up, but also includes guiding me on how to effectively operate these tools and functionalities in order to optimize my business operations. The ideal freelancer for this task: - Has comprehensive knowledge of and experience with Zoho CRM+ particularly in Zoho Sales & Zoho Desk. - Can provide insightful strategies for lead and opportunity management as well as sales forecasting. - Possesses strong communication skills to...

...has to be fulfilled this week. I'm in need of a professional who can assist me with creating workflow automations and integrating with Microsoft applications. We will organise a teams sessions and go through the desired customizations , all the work is done via remote access. I have a Microsoft environment comprising of SharePoint, Outlook, Teams, Word, Excel, and PowerPoint. Some tasks need to be automated such as document approval , collaborations and other SharePoint settings. Ideally, you should be highly proficient in Power Automate (Microsoft's workflow automation tool) and have strong experience in integrating various Microsoft applications. A background in SharePoint, Outlook...

I am in need of a skilled expert to migrate our MongoDB on prem data to SharePoint Online. The selected freelancer will need to understand the complexities of these platforms and ensure a seamless transition. Key Requirements and Tasks: - Migrate Documents and Files: The primary focus of this project is to migrate our MongoDB documents and files to SharePoint Online. - Mongo db has files,folders and permissions on it, those data plus permission needs to be migrated to spo - Ensure Data Integrity: The successful freelancer will also be responsible for ensuring the integrity of the data throughout the migration process. - Mitigate Downtime: The migration should be conducted with minimal disruption to ...

Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.

We're in search of an experienced and proactive Business Development Representative (BDR) to boost our cybersecurity services business. Your responsibilities will include identifying and finding new leads, as well as performing cold outreach via LinkedIn, Facebook, and Email. Key Qualifications: - I'm looking for someone with a fair understanding of the cybersecurity industry. - Your sales experience is crucial for converting these leads into real business opportunities. - Cold outreach skills are a must. You should be comfortable reaching out to potential clients in a non-intrusive but persuasive way. - Fluent English, strong communication and interpersonal skills. - Self-motivated and able to work independently. - Strong ...

I need a top-tier professional who can wear multiple sales hats. You'll need to handle cold calling, lead generation, and appointment scheduling. Target Market: Your focus will be on companies that specifically require shipping parcels across the world or within the USA. Skill Requirements: - Expertise in CRM systems - Proficiency in email marketing tools - Experience with Sales automation software Your task involves proactively reaching out to potential clients, generating leads and setting up appointments. A successful candidate should be able to navigate the complexities of selling to the specified industries and effectively utilize the various tools provided. This job is ideal for someone with strong sales, commu...

I need a skilled ERPnext developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating sy...

I'm in need of an experienced developer who can build a completely custom database website that primarily serves as a customer relationship management (CRM) tool. In addition to the standard CRM functionalities, I'm looking for the following: - Expertise in complex Java and YAML scripting - Ability to create custom database scripts - Proficiency in API integration for seamless data transfer and communication - Prior experience in designing and implementing CRM front-end and back-end relations The most crucial aspect of this project for me is the user interface design and experience. I want a website that not only functions efficiently, but also looks and feels intuitive for users. ...

Tengo una tienda con un CRM "" y me gustaría tomar los datos de los leads, optimizar la ruta y subirla en una app así los cadetes puedan seguir una ruta de entrega

...incredibly adept and experienced in Microsoft SharePoint and particularly MS Viva suites. The need is to improvise and enhance a few specific functions which include: - Document Management: However, it remains undecided whether the structure would be folder-based or metadata-based tagging. Suggestions are welcome. Also, make sure version control is facilitated. - Collaboration Tools: You would be required to include and set up some essential collaborative tools like document sharing, team calendars, and discussion boards to ease out internal communication and coordination. Moreover, a fundamental task would be to automate workflows to increase operational efficiency. The ideal candidate would be someone equipped with a...

I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.

Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.