CRM Jobs

****Need VPN to access site****Must read all details in description details and make sure understand all files provided and what is being asked before even proposing and claiming understanding*** ***Must provide detailed written scope of work (no text) before even asking for the job***If you charge for or not willing to provide a detailed written proposal please don't bother bidding*** I NEED A 2 WEBSCRAPERS DESIGNED TO GATHER INSURANCE INFORMATION FROM DOT WEBSITE AND A WEBCRAPER TO COLECT B2B LEADS. BOTH STATES DATA CAN BE SCRAPED FROM THIS SITE. JUST SELECT THE STATE AND PUT ANY LETTER LEGAL NAME, SELECT STATE AND HIT "SEARCH" THEN CLICK ON "HTML" FOR THE COMPANY THAT DATA NEEDS TO BE SCRAPED SEE EXCEL FILE FOR DTAT TO BE EXTRACTED AND YOU'LL FIND THE FIE...

We are looking to implement Zoho CRM

I'm am looking for a complete CRM built from scratch for a Commercial Property Real Estate Agent to keep track of all data. - Contacts tab - full details, be able to link a contact to a property - Properties tab - For Lease Properties - For Sale Properties - Comparables (for lease/sale properties convert button when a deal has been completed) - Enquiry list/pipeline - link to contacts and be able to run a property match

Project Description: We are looking for an experienced software developer or team to create a robust VoIP autodialer system integrated with a CRM (Customer Relationship Management) platform. The primary goal of this project is to streamline outbound calling operations by automating the dialing process and efficiently managing the data for calling agents. Key Features: Auto Dialing: Implement an intelligent autodialer that can automatically distribute calls from an uploaded database of numbers to calling agents. The system should optimize call distribution based on various factors. CRM Integration: Develop a comprehensive CRM system that allows us to upload and manage customer data. The CRM should also keep track of call history, customer interactions, and related information. Agent Man...

CRM for Education Consultancy Features required in the CRM: - Lead management - Contact management - Email marketing CRM platform for integration: KC Overseas Number of users using the CRM: More than 10 Ideal skills and experience for the job: - Proficiency in CRM platforms such as KC Overseas, Salesforce, or Zoho - Experience in developing and customizing CRM systems for lead management, contact management, and email marketing - Ability to handle a large number of users and ensure smooth performance and scalability of the CRM system - Knowledge of the education consultancy industry and its specific requirements in CRM management

Export data from SuitCRM 7 and import into SuiteCRM 8. SuiteCRM 8 is set up and functional. The following needs to be done. • Check the SuiteCRM7 for additional fields that have been added to Leads, contacts and Accounts. • Create the fields in SuiteCRM 8 and add the fields to the layouts for Leads, Contacts and Accounts • Create one dummy for Leads, contacts and Accounts in SuiteCRM 8 • Export csv files in Leads, Contacts, and Accounts in SuiteCRM 8. That will give you the csv file structure • From SuiteCRM7 export the leads, contacts, accounts, email templates, campaigns, and users in csv format • Change the SuiteCRM7 csv files structure to match the SuiteCRM 8 csv files format • Import the updated SuiteCRM7 csv files, watching for warnings when impor...

This is traditionally called a “second brain” that organizes daily task for work and personal, and is a resource to place all my notes and any data that I need to reference at a later date I’d like to have the ability to implement a daily task/check list that is time blocked. Within the time blocks the ability to record completions and to link tasks that need to be delegated to completed at a further date. The ability to organize “big picture” /area of responsibility projects With the engine, the ability to link contacts and create places to store documents and notes and link them all together if needed. Kinda like a wiki to reference when needed. On the personal side, the ability to plan my calendar and view my professional calendar in conjunction. The ...

What I Need Done: I require a tool that I can load on my tablet to expedite the user signup process for our giveaways. The tool will scan people’s IDs to extract specific information (address, full name, birthday, sex), and leave a space for the email to be manually entered. This information will automatically populate and sign a user agreement document for purchasing tickets for giveaways. The tool will integrate with our website's signup process and terms and conditions, ensuring legal compliance. Moreover, it will seamlessly add user information to our CRM software. Detailed Project Description: Develop a tool compatible with tablet devices. Implement ID scanning to extract necessary personal information. Include a feature for manual email entry. Automatically fill and s...

MUST WORK FROM 9AM-6PM PST MUST HAVE CLEAR ENGLISH AND THE ABILITY TO ANSWER OUR PHONE LINES Duties and Responsibilities -Update/Maintain Customer Contact Database (CRM) -Update/Maintain Customer Software Licenses and Contract Information (CRM/Sales) -Answer telephones and direct the caller to appropriate associate; transfer caller to voice mailbox when associate is unavailable; takes and retrieves messages -Provide callers with information such as company address, directions to company, fax numbers, company website and other related information -Coordinates the pick-up and delivery of all Return/Warranty Claim Items (FedEx, UPS, etc.) -Serve as point person for organizing all large mailings -Assist in the ordering, receiving, stocking and distribution of office supplies -Manage confer...

I am looking for a freelancer who can assist me in setting meeting appointments for my business meetings. overview of the project at hand: 1. Appointment Setting: Your primary responsibility will be to schedule appointments with C-level executives and key stakeholders in Poland, Czech, and Saudi Arabia, ensuring Mr. Sykora's meetings are efficiently planned. 2. Use of Zadarma System: You will be provided with access to our Zadarma system, including an app and an account with a dedicated phone number. This system will be crucial for making calls and conducting outreach. 3. Outlook Calendar Access: You will have access to Mr. Sykora's Outlook calendar to coordinate and schedule meetings according to his availability and preferences. 4. CRM System: Our CRM system, Zoho, will a...

Metadata and data migration of Standard and custom objects from one org to another.

I am looking for a freelancer to help set up ZoHo CRM for my small company. Specifically, I need assistance with Sales Pipeline Management. Data from spreadsheets needs to be migrated into ZoHo CRM. Additionally, my team will require extensive training on how to use ZoHo CRM. Ideal skills and experience for this job include: - Proficiency in ZoHo CRM and its Sales Pipeline Management features - Experience with data migration from spreadsheets - Ability to provide thorough and comprehensive training for my team.

We a sales company seeking highly experienced professional to help develop our Zoho CRM software sales process. From email templates, to email automation, lead capture and more. The successful applicant will have experience with ZOHO and be able to design and implement a solution from customer first enquiry to successful sale.

I am looking for a freelancer to help me with setting up and customizing VICIdial for my sales team. Here are the details of the project: Size of Sales Team: 10-20 members VICIdial Setup: I need the freelancer to set up VICIdial from scratch as it is not currently installed. Customization Requirements: The specific customization required for the VICIdial system is CRM Integration. Ideal Skills and Experience: - Experience in setting up VICIdial from scratch - Familiarity with CRM Integration and configuring VICIdial to integrate with a CRM system - Knowledge of call center operations and sales processes If you have the necessary skills and experience in VICIdial setup and customization, especially in CRM Integration, please submit your proposal. We are looking for a freelancer to ...

Hi there! I'm looking for an experienced freelancer to help me with my Zoho CRM, Inventory, People and Accounts. Specifically, I require assistance with setup, training, as well as ongoing support. This is a long-term project and needs to be completed within 3 months or more. If your available and up for the task, please reach out and let me know. Thanks!

Hi there! I'm looking for an experienced freelancer to help me with my Zoho CRM, Inventory, People and Accounts. Specifically, I require assistance with setup, training, as well as ongoing support. This is a long-term project and needs to be completed within 3 months or more. If your available and up for the task, please reach out and let me know. Thanks!

I am looking to use Zoho CRM The initial requirement to customize Zoho for our needs Remove unneeded options to simplify the system for our user Integration We getting leads from different sources and would like them to pop up on Zoho Home Advisor Yelp Next Door Facebook Instagram Website Google Ads On some sites, we receive first contact as a chat and only after we chat with them they will provide contact info Would like to have a chat with Zoho Thanks You must say "Potato" to be accepted.

Hello, I'm looking for help to customise our Dynamics CRM. Specifically, we need assistance creating custom workflows using Dynamics 365. The timeframe to complete this work is urgent - we need it done within 1 week. If you have experience customizing Dynamics CRM and feel confident to meet this timeline, please let me know. Thanks!

Hello! I am looking for a Wordpress developer to develop a website for me with specific eCommerce features and designs. I already have the specific theme and design for the website in mind, as well as I will need it to be integrated with other systems and services. With your expertise, we can bring my website to life in a professional and efficient manner. I look forward to hearing from you soon and starting this project.

I'm seeking a detail-oriented freelancer to customize my HubSpot account and set up default views for its Deals, Tasks, and Tickets. My preferred view for these is the Board view, and I do have specific data points that I want to be included in the view. Additionally, I wish to configure this view for individual users and user groups. If you are an experienced freelancer comfortable working with HubSpot and setting up custom views, I would like to discuss my project further. Please let me know if you have any questions or concerns. Thanks!

We are seeking a skilled CRM developer proficient in customizing open-source CRM systems to meet our specific requirements for managing bank data and customer acquisition processes. The ideal candidate should have experience in creating a CRM system that is both mobile and web app-friendly. Project Requirements: Bank Data Acquisition: Customize the CRM to allow the upload of existing bank data and financial entity details. Develop a form page to facilitate the input of new bank data. Enable data owners to access and manage their own data. Customer Acquisition Data: Create a user-friendly form for customers to input their details. Implement access for customers to view and manage their own data. Develop a mechanism to mark prospects...

-Requisitos: Proficiente en gestión, servicio al cliente y contabilidad. Conocimiento en SEO, CRM, sitios web, embudos de ventas y anuncios de Facebook. El candidato debe tener habilidades de edición de video, ser ingenioso con atención al detalle, y ser rápido para aprender e implementar. Se requiere ser bilingüe. -Responsabilidades: Implementar estrategias de coaching inmobiliario. Asistir a capacitaciones inmobiliarias. Conseguir leads y establecer citas. Inglés - Nativo o completamente fluido. Remoto Conoce más información:

I'm looking for a CRM (Customer Relationship Management) developer to help me get the most out of my business. We currently use a platform other than Salesforce or HubSpot, and I'm looking for an experienced developer to take my CRM to the next level. My primary goal is to optimize our sales and lead tracking processes. No integrations with other software or systems are required. If you have experience developing CRMs for businesses, and can help usher our existing system into a more productive and efficient way to maintain relationships and track sales data, then I would love to speak with you.

I am looking for individual(s) that have experience working the Highlevel () CRM software Experience with landing pages, automation

Project Description: I am seeking an expert in Suitdash, Odoo or Bitrix for a customization project that is expected to take more than 2 weeks to complete. Skills and Experience Required: - Expertise in Suitdash, Odoo or Bitrix platform - Strong experience in customization - Proficient in web development and programming languages - Familiarity with UI/UX design principles - Problem-solving skills for troubleshooting any issues that may arise during the customization process - Ability to work within a specified timeframe and meet deadlines Requirements for the system: Lead tracking Click2call Customer service call reception with client info Support tickets and be able to assign them Email, Sms, voice drop drip campaigns CRM Quotes with e-signature for approval Au...

I run a lead generation business for local contractors (Roofers, plumbers, electricians. I am looking for a Go High-Level expert with experience in the local contractor industry to assist me with setting up two pipelines that interact with each other in GHL. Here is a link explaining what I need. Please respond with a summary of the video I provided and your past experience working with local contracting companies. Timeline: - The project needs to be completed within 1-2 weeks. If you have the necessary skills and experience in Go High Level and the local contractor industry and can meet the specified timeline, please submit your proposal.

I am looking for a developer to build a construction CRM system for my existing business. I am open to suggestions for the specific CRM system to use, but I have a timeline of 1-3 months for the completion of this project. Skills and Experience: - Experience in developing CRM systems - Proficiency in development - Strong knowledge of CRM best practices and functionality - Ability to customize and tailor the CRM system to meet the specific needs of my business - Attention to detail and ability to ensure data integrity and security within the CRM system

I am seeking assistance with Microsoft Dynamics 365, specifically the Customer Service module. I am looking for help with complete demos and understanding the data structures required for implementation. This need is time-sensitive, and I require the assistance within a week.

I am looking for a Zoho customization expert who can provide one-on-one coaching to help me learn and understand Zoho CRM. As a beginner with no prior experience, I am seeking guidance and training in specific areas of Zoho CRM customization. Requirements: - Expertise in Zoho CRM customization - Ability to provide one-on-one coaching and guidance - Strong communication skills to effectively teach and explain concepts - Patience and understanding for a beginner-level learner Ideal Skills and Experience: - Extensive knowledge and experience in Zoho CRM customization - Previous experience providing training or coaching on Zoho CRM - Familiarity with different customization features and functionalities in Zoho CRM If you are a Zoho customization expert with the ability to provide persona...

Szukamy osoby/firmy, a którą nawiążemy stałą współpracę przy szkoleniach i wdrożeniu zoho one, w szczególności campaigns oraz crm. Proszę o ofertę.

I'm seeking a detail-oriented freelancer to customize my HubSpot account and set up default views for its Deals, Tasks, and Tickets. My preferred view for these is the Board view, and I do have specific data points that I want to be included in the view. Additionally, I wish to configure this view for individual users and user groups. If you are an experienced freelancer comfortable working with HubSpot and setting up custom views, I would like to discuss my project further. Please let me know if you have any questions or concerns. Thanks!

My company is seeking to build an applicant tracking system with CRM based on Vtiger open source to help streamline our current recruitment process. The project is intended for use in an existing business. I have a detailed list of features and functionalities that I would like the system to have. My team and I are eager to get started on this project and anticipate a completion time within a month. If your services meet these needs, please don't hesitate to reach out and let me know how you can help.

I am looking for an experienced freelancer to help me migrate my GoHighLevel instance. I am a subaccount currently and I need to take all of the things I have built in it out. The owner isn't wanting to allow that so I need someone to help me copy it so I can set it up in my own account. Skills and Experience: - Expertise in GoHighLevel and its various features and functionalities - Proficiency in data migration and transferring customizations from one instance to another - Familiarity with setting up funnels and automations in GoHighLevel Project Requirements: - Migrate my current GoHighLevel instance from one account to another instance - Transfer all customizations that have been done on the current instance - Ensure that all funnels and automations, which are more than 20 in nu...

Project Details €8.00 – 16.00 EUR per hour BIDDING ENDS IN 6 DAYS, 23 HOURS Guys please I don't have time to waste. Take a good look at the file and the assignment. If you are not able to give a clear answer of the work we will do on the project and in how much time and the final cost don't write to us. LIMO SERVICES This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho A...

Guys please I don't have time to waste. Take a good look at the file and the assignment. If you are not able to give a clear answer of the work we will do on the project and in how much time and the final cost don't write to us. LIMO SERVICES This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho Analytics (the best reporting app to read all kinds of data and visualise it for easy u...

Build Customer Database w/Images - Import into ZoHo CRM I am looking for a skilled freelancer to build a customer database with images and import it into ZoHo CRM. The ideal candidate for this project should have experience in data entry and CRM management. Customer Database: - The database should include customer information along with their corresponding images. - The images to include in the database are vehicle images. List of Customers: - I do not have a list of customers yet. - The freelancer will be responsible for gathering customer information based on the provided photos. Project Scope: - The number of customers to be included in the database is currently unknown. - This will be an ongoing project, and the freelancer should provide an estimate per vehicle. Skills and Experi...

PABX call record got stored and played in CRM.

I am looking for a Salesforce ecommerce developer who can help me with my project. Specific Requirements: - Product catalog management: I need someone who can assist with managing and organizing my product catalog on the Salesforce platform. Existing Architecture: - I have an existing CRM or ERP system that needs to be integrated with Salesforce. Timeline: - The project needs to be started immediately. Ideal Skills and Experience: - Strong experience with Salesforce ecommerce features and functionality - Expertise in product catalog management on Salesforce - Familiarity with integrating Salesforce with existing CRM or ERP systems - Ability to work quickly and efficiently to meet immediate project deadlines

I am looking to build a Customer relationship management (CRM) for managing all the company's relationships and interactions with customers and potential customers. I need it to be built from scratch .

Estoy interesado en un especialista en Zoho CRM para que me apoye en: - Revisar proceso y flujo de trabajo relacionado a oportunidades, una vez el negocio se gane. - Configurar Modulo CPQ (Product Configurator, Price Rules). Costos, precios de productos - Configurar adecuadamente la emisión de quotes, donde se considere estructura de costos (Hoy en dia se hace en excel y se coloca en el CRM). Centralizar el proceso completo en el CRM. - Configurar emisión de quotes para 2 empresas de 2 paises diferentes, pertenecientes a la misma organización y en el mismo tennt de Zoho CRM. - Configurar 1 Blueprint del proceso de ventas relacionado a Deals (Oportunidades).

I am looking for a freelancer who can assist me with creating email campaigns and forms with automation for my GO High Level (GHL) project. Specific tasks include: - Setting up my GHL account - Building funnels and automations I am already familiar with GHL, so I do not require any training on how to use the account. I have a desired timeline of completing the project within 1 week. Ideal skills and experience for this job include: - Proficiency in using GHL - Experience in creating effective email campaigns - Knowledge of building funnels and automations Please include examples of previous GHL projects you have worked on in your proposal. Thank you!

I have "Contact" Entity Then another Entity called "Associated Contacts" Associated contact has: First_Contact: Lookup from Contacts table Second_Contact: Lookup from Contacts table I'm trying to create a view, that has "Selected Contact" associated one regardless he is the first_contact or second_contact

I need some body ho speak, english, or spanish. Me gustaria MUCHO un freelancer en Espagnol. Tengo unas listas en excel de datos que quiero import a dentro de mi CRM enversion gratuita el tiempo de ver si el crm monday me gusta. Ya baje el template de Real estate . Intente import los datos pero la colomna no se coordinan. Si ustedes me lo pueden ensenar como hacer en mismo tiempo de lo hace seria genial. Aqui les dejo un video explicativo tambien de mis nesesidades: video explicativo : secondo video explicativo:

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