Phone apps for managing projects
Member Name Membership no (auto) time period 5 years/10 years DOB wedding Aniversary email id Phone -website groups Reffrence/sales excutive/TO/LM Saparate venture Name phase no PLOT no address city state country zipcode GST invoice invoice auto no payment online and cheque customer total/active / inactive data showing Leads guest data(walkins leads) new leads products/services used add to customers day outing, holidays, complementary
NEED A QUICK AND EASY SOLUTION TO SEND DOCUMENTS TO CLIENTS FOR ELECTRONIC SIGNATURE. THE DOCUMENT MUST PULL RECORDS FROMN ZOHO ONE CLIENT PORTFOLIO AND INTEGRATE ONTO SAID DOCUMENT. THIS ALLOWS FOR A FAST AND EASY PROCESS WHEN SENDING THE ZOHOSIGN/ DOCUSIGN AS THE INFORMATION WILL ALREADY BE MERGED ONTO THE APPLICABLE FIELDS. THE DOCUMENT IS UPLOADED FOR EXAMINATION
In Zoho One, our organization must send documents to clients for electronic signature. There is a document attached that needs to be made as a template, fields applied such as text boxes and check boxes, and pull records from our clients portfolio to automatically populate once we select send for signature. We already have examples of integrated documents that can be used as reference, this will require a meeting to discuss further details. Once this project is completed, there is opportunity for more projects since we have many other documents that need this job done.
Hello, we would like to integrate our car rental and fleet management software Jimpisoft with Zoho CRM so we would create a double connection mode where data that comes to Jimpisoft would be pushed to the CRM and vice versa. We need all bookings and drivers data that is on Jimpisoft to be always be synchronized on Zoho also how can we integrate our phone system and emails with Zoho as well, the phone system is based on Panasonic (PBX) Regards
Hi, Im currently using a PerfexCRM system for my accounting and would like to integrate a Singapore Based SingPass API for customer registration for my system. This is a goverment based API and many strict checks and pre-app needs to be approved first. 1. Choose and develop a sample API and a journey 2. Submit for Approval 3. Deploy Application This will be for the singpass api For the CRM, The API Should be able to pull many information on the customer 1. API for Residential & Corporate Customers 2. The info should be pulled into a Pre-Filled Form with extra fields for the user to input. 3. Upon submission of the form, the system should register the user into PerfexCRM and automatically open a project with the given details. I need a developer who is F...
We are looking for a person who is well versed with Zoho one. We are currently in process of setting the whole system up and are in need of some guidance on how to get i all setup and integrated to our needs.
I'm currently working on a report where while I'm building a summary column it shows blank facility value as 1 instead of zero, the issue is i have actual accounts with 1 facility. I cant share my data. So i need someone to connect with me and talk me through it. Thank you
In search of a person, experienced with SuiteDash to help set up the software for our company's needs. The project will consist of Zoom tutoring sessions 3 times per week with a duration of 1 hour each. Expected completion - 3 months.
We have some basic stages set up in our CRM for overdue accounts and would like to have a trigger to register these accounts in an email campaign to entice them into any sort of arrangement, I want this process to include emails, text messages, mail and phone calls. Anyone we hire for the company should be able to operate the system with ease.
Cerchiamo freelancer che possa/no collaborare con noi per aiutare i nostri clienti nella personalizzazione dei gestionali creati con odoo. Abbiamo necessità che ci siano competenze sia nella configurazione dei moduli e del programma nativo sia nella personalizzazione e scrittura di nuovi moduli secondo le esigenze del cliente.
We are looking for Hubspot messaging Plugin development that can support the following features using our set of API's 1. Send and Receive SMS and MMS 2. Timeline Tracking : log all sent and received messages in real-time on the contact’s profile 3. Personalize Messages with Tokens, Links and Emojis 4. Deal Workflows: Send text messages directly from HubSpot deals 5. SMS Workflow Actions: Add SMS to any contact, ticket, or deal-based workflow. Based on a certain trigger, set up an automatic SMS action to send customized text messages. Classify a message as either transactional or marketing 6. SMS Workflow Triggers : Create SMS triggers and workflow classifications based on sent and received text messages Automatically trigger a new task ...
We need you to use CRM software to identify and fix our user's stickiness, churn rate, DAU, data analytics, etc. Which CRM software are you using ? How are you going to fix our DAU ? How much do you want for this job ? Our app is travpart in google. Please let me knows what/which data you need to improve our DAU ? Our goal is to increase DAU and conversion rate for sale, How do I know you can do this ?
We are looking for a Zoho expert with professional experience in Zoho CRM, and applications, to customize and set up zoho crm, zoho one, Zoho creator, zoho landing page, Zoho automation, Zoho campaign, and many more that will help grow our business. My services • Zoho CRM set up and customization • Zoho one, forms and Zoho creator • Zoho CRM-Dashboard Customization. • Zoho set up for a business domain • WordPress forms to Zoho Integration • Zoho campaign (Sign-up forms, Landing pages, Email Templates, Workflow) • Zoho integration with your website • Zoho automation • Zoho Inventory and bookings • Zoho Sales IQ and live chat • Zoho Sites design and redesign. • Zoho projects and recruit
Hi, looking for a zoho accredited wizard who can help us with (among others) customising modules, understand and set up work flows, integrate CRM+ with quickbooks online for a fast growing company with two main divisions to incorporate information from. We have CRM in place already but are expanding and moving to CRM+ and related functionality, including using embedded forms in templates to gain information and auto populate the system.
I’m reaching out to see if you’d be having any reference interested in a job opportunity Freelance/Part-time or Full-time basis executing Salesforce Engineer, Please let me know if you or any of your friends are willing to work. Thanks, Muhammed Hashmi +91 7569451364
I am an agency owner and looking for an Expert in Zoho CRM to create workflows for one of our clients. The task for first steps are: -) Lead Outreach Cadence Automation (phone + email outreach) -) Pipeline Setup (Sales Pipeline + Aftersales Pipeline) -) Deal Name Standardization Skript -) more to come Looking for experts within Europe because of time zone benefits.
We are going to implement Ontraport for our business, and need some consulting advice setting it up. We are experienced with CRM's/ Marketing automation tools, but would like some specific assistance setting of key items first.
We have 10+ sites that are on either html or wp that we need a key form replaced with a lead collection form. The lead collection form needs to be connected to my CRM. The lead collection form will ask simple questions in the websites and save the data on the CRM. One of the questions will use the API and we need someone to do it this week. Small budget but needs to be done correctly for both WP and html. Budget is $150 for this work.
I'm looking to have someone help my agency with appointment setting. We generate leads for skin clinics and need follow up for that. Let me know if this is something you'd be interested in. Thanks,
We are a financial services company based in Germany and we re looking for a VA to help us with administrative support. The tasks we are looking for help with include: Preparation of Paperwork CRM Management Communication with Other Financial Services Companies We are looking for someone that would be able to provide support for between 10-20 hours a week initially although this may increase at a later stage. The VA must be based in Germany and to be fluent in both German and English would be ideal. Please only bid on this project if you are physically based in Germany.
International B2B Sales and Marketing - Bathroom Industry. Looking for qualified person with some background in Interior / Architectural field, to support remotely activities with primary focus on email sales and marketing and handling potential customer communications. Helpful background: interior design, architectural design, knowledge of bathroom industry, CRM pipeline management, Necessary skills: running email campaigns, maintain tight record of all campaign related activities, following up until determination of interest or lack of it. Understanding of our product and processes will be introduced so they can be communicated appropriately to prospective clients. Managing Inbox, generating campaign reports will be required.
This task would require migrating and replicate forms from Cognito Forms to the Zoho Forms. We have around 20 online order forms that have been created with Cognito Forms. We are in the process of moving these to Zoho Forms. This initial project is to replicate ONE of these forms into Zoho forms. The form that we would like replicated into Zoho Forms is the following form: Note that the only action needed once a form is filled in is to email a copy of the form data to an email address. Once this initial form is complete and working to satisfaction, we will then ask the winner to perform the same with the remaining forms (each form will be charged to us separately to this initial project)
****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*** 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 FIELDS REQUIRED. ***SEE EXCEL SHEET FOR REQUIRED FIELDS AND PICS OF SECTION WHERE TO GET THE DATA FROM. CRM M...
Data is the most important thing we possess. Once we obtain the data, it becomes very valuable to others who may not have good intentions. We have built a process in our own firm, then began to teach that process in a camp we started for that purpose. We are 3 years into the camp, 13 into Original company. We need to put it all together, and offer a CRM tailored to that process, and that does not allow anyone else access to our data. To be clear, we do not have to build and find a [process, the process is already there, and the data is already there. We simply refuse to put it into another's hands who may sell it.
-Classy color combination -Easy & user friendly admin panel -all features to monitor traffic, demographics, SEO -fast loading without lags add payment gateway add Graphics and products Chat bot is required to answers what's app icon so that customers can communicate with my team. SEO Optimisation product api Graphics Design Responsive website to all devices. good design UI to build an inventory management system
I have a need to create several PCF controls in Dynamics 365 CE (customer service and sales). Please reply only if you have experience.