CRM Jobs

I want to run a short, very focused email campaign aimed at student-film casting directors based in Orange County, CA who work on comedy or family projects. The goal is three-fold: secure suitable acting roles, start real relationships with the directors, and make sure they remember my name and abilities for future work. What I need from you: • Build a clean, up-to-date list of Orange County student-film casting contacts who actively handle comedy or family material (name, production school or company, direct email). • Draft a single, reusable email template in a professional yet friendly tone. The body should contain only a concise personal introduction that you will polish for maximum impact—no reels or portfolio links at this stage so the note stays brief and gets re...

Go high level WhatsApp integration and sales automation processes

# SDR + Growth Hybrid (AI-Driven Startup Role) ## Overview We’re looking for a highly resourceful SDR + Growth Hybrid to build and run outbound lead generation systems using modern automation and AI tools. This role combines sales development, lead generation, and growth marketing into one end-to-end ownership position. You will be responsible for finding prospects, enriching lead data, running outbound campaigns, and driving qualified conversations for the business. --- ## Responsibilities ### Lead Generation & Research * Source high-quality leads using Google Maps, directories, and online databases * Identify target businesses based on industry, location, and fit * Build and maintain structured lead lists ### Data Enrichment * Find and verify business emails, websites,...

Busco apoyo secretarial remoto para mi negocio de tecnología, enfocado específicamente en la atención telefónica diaria. Tu función principal será: • Recibir, filtrar y transferir llamadas entrantes. • Registrar cada interacción en nuestro CRM y dejar notas claras para el equipo. • Resolver dudas básicas o encaminar al interlocutor correcto con rapidez y amabilidad. Requisitos imprescindibles: • Experiencia previa en el sector salud; valoraré que conozcas la terminología y puedas empatizar con pacientes o profesionales sanitarios que nos contacten. • Excelente expresión verbal en español, tono profesional y capacidad para mantener la calma bajo presión. • Co...

I run a growing residential and commercial cleaning company and I’m looking for a small, reliable team of bilingual (Spanish / English) call-center agents who can become the front line for our customers. Your primary responsibilities will be: • Handle inbound customer inquiries—questions about services, prices, and availability—in fluent Spanish and English. • Schedule, confirm, and update cleaning appointments directly in our calendar or any simple scheduling tool you prefer. 2 dollars a hour Tools & workflow I don’t require any specific CRM or scheduling software at this stage. If you already use one that works smoothly, I’m happy to integrate with it. If you have recommendations, I’m just as open to hearing them, and we can decide t...

Olá, Estamos a recrutar freelancers para contacto telefónico (outbound) para o nosso negócio automóvel. Procuramos falantes nativos de português; inglês básico também é obrigatório. Experiência no setor automóvel é uma mais-valia, mas não é necessária. Importante: funcionamos como grossista a vender a stands automóveis — por isso é estritamente B2B. Sem chamadas a particulares; contactaria apenas stands/revendedores. A tarefa: enviamos um email a um stand e, cerca de 10 minutos depois, liga-lhes para confirmar se o receberam, fazer uma breve apresentação e dar seguimento. Simples, simpático e profissional. Para encontrarmos a pessoa certa...

CRM, Email Marketing & Growth Strategy Support for Telfar Telfar is a U.S. fashion brand known for its distinctive identity and community-driven culture. Website: We are currently expanding our presence in the Italy and are seeking an experienced agency or consulting partner with expertise in: • CRM Strategy & Management • Email Marketing • Marketing Automation • Customer Retention & Loyalty Programs • Customer Lifecycle Marketing • Growth Strategy & Performance Marketing The selected partner will help us improve customer engagement, optimize lifecycle marketing initiatives, strengthen customer retention, and support long-term growth through data-driven strategies and customer insights. Preferred qualifications: • Proven experience...

DISCIPLINE: Outbound Phone Sales, B2B Lead Generation, CRM Pipeline Architecture, & Account Acquisition COMPANY: Custom Luxury Home Design LOCATION: Springfield, Missouri / Virtual Hybrid About Us Custom Luxury Home Design is an elite American residential design firm delivering classic-contemporary home plans with timeless style and uncompromised structural integrity across the United States. We believe outstanding architectural design is a powerful business advantage. As we scale our business model, we are shifting away from passive sales funnels to aggressively capture market share through targeted, relationship-driven outbound outreach. Our goal is to deploy an elite hunter who can leverage AI automation to scale outbound targeting, allowing our design team to focus entirely on c...

Easehub Solution is hiring energetic and target-driven candidates for the role of B2B Telemarketing & Appointment Setting Executive for our US process. The candidate will be responsible for outbound calling, lead generation, appointment scheduling, and handling US business clients professionally. • Make outbound calls to US business clients • Generate qualified B2B leads • Schedule appointments for sales teams • Maintain daily calling reports and CRM updates • Achieve daily/weekly performance targets • Handle client objections professionally

I have a list of leads drawn from a variety of sectors—everything from retail showrooms to healthcare clinics and finance firms. Each contact has had specific pain points identified that an AI Chatbot would aleviate .So basically these businesses need AI Chatbots, but don’t even have a Chatbot on their website yet. I need a confident closer who can turn that curiosity into subscriptions to one of our AI chatbot packages. Your conversations should centre on the benefits my platform reliably delivers: smoother, 24/7 customer service (our core objective), immediate cost savings through automation, higher sales conversion, and the peace of mind that no lead gets lost in the shuffle. I’ll equip you with product demos, case studies, a concise pitch deck, and full CRM access so...

SOFTWARE REQUIREMENT DOCUMENT Marriage Lawn Booking & Management Android App, CRM & Website for Multiple venues/lawn Project Objective An Android application for Marriage Lawn booking and event management. The app covers, multi venues and locations, calendar-based booking, payment tracking, customer management, role-based access for Admin and Manager, dashboards, PDF generation, and exportable reports. User Roles & Permissions Admin Manager Full access to all modules Add new bookings Add, Edit, Delete Booking Edit existing bookings Approve Booking Cancellations Update payment details Approve Booking Deletions Update customer details Create, Edit, Delete Manager accounts View calendar and booking list Access complete financial ...

I need a reliable professional who can take the front-line phone load for my business—well over 50 calls every day—and keep the experience warm, clear, and efficient. Calls come in for everything from product availability to basic troubleshooting, so you’ll be expected to greet, gather details, resolve what you can on the spot, and escalate only when absolutely necessary. Alongside the phones, I also receive a steady flow of general-information emails. When you’re not on a call, you’ll reply to those messages using our brand voice and a set of ready-made response templates; if something falls outside those templates, you’ll flag it for me. Key deliverables: • Answer and document every incoming call in our cloud VoIP system and log concise no...

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I receive a steady flow of online order forms and need each one processed promptly so our customer database stays accurate and up-to-date. Your role is simple but crucial: pull every piece of customer information—name, address, phone, email, anything the form provides—then enter it into the spreadsheet/CRM I’ll share with you. Speed matters, but precision matters more. Every entry must match the form exactly; typos or skipped fields slow down shipping and support. I’ll provide: • secure access to the live order queue • the template (Excel or Google Sheets, your choice) with column headings already set up • quick onboarding on our formatting conventions and data-privacy steps I’ll measure success by: • 99% or better accuracy on...

I'm looking for a Salesforce expert specializing in Sales Cloud. I have three objects I am trying to report on. Parent Object: Accounts Child Object: Opportunities Child Object: Contacts. Contacts and Opportunities are not linked. At least many of the accounts have opportunities and contacts associated and not all opportunities have any contacts associted with them. What I need is a report where I can filter through opportunities by certain requirements, then pull certain account information into that report, then pull all contact information associated with that account. I use SF professional edition. I need this report ASAP. I think it may require a "Flow" but I imagine there may be some other ways to solve this. I expect someone who knows what they are doing can bui...

I need a confident caller who can pick up the phone and turn interest into sales for my line of everyday consumer goods. The campaign is strictly sales-oriented—no lead qualification or appointment setting—so every call should move straight to closing the deal. You’ll be speaking directly with end consumers, so an upbeat tone and the ability to explain product benefits in clear, relatable language are essential. Here’s how I picture the workflow • You’ll work from a contact list I supply (or help refine it if you spot quick wins). • We’ll align on a concise script; I’m open to your tweaks as long as the close remains the focus. • Calls, follow-ups, and outcomes are logged in my lightweight CRM; you can import your own favorite...

If the prospect of bringing in new accounts excites you and you spot potential in selling industry-leading recruitment services, let's connect!

I'm seeking an experienced web developer to create a modern and sleek website for my real estate company. The primary purpose of this site is client relationship management. Key Requirements: - Modern and sleek design - Robust client relationship management features Ideal Skills and Experience: - Proven experience in developing CRM websites - Strong design skills for a modern aesthetic - Proficiency in web development technologies - Experience in the real estate sector is a plus Please provide your portfolio and relevant experience.

I need an energetic seller who can open doors and seal them shut. The sole objective is lead generation for our technology-sector software solutions, then taking every qualified prospect all the way to a signed agreement. Here’s the flow I have in mind: you research and identify decision-makers, craft a short, punchy pitch around our platform’s value, initiate contact by phone, email, LinkedIn or live demo, handle objections with a consultative approach, and secure the close. I’ll provide detailed product training, target-customer profiles, marketing assets, and full CRM access so every touchpoint is tracked. Key deliverables • A weekly pipeline report showing new leads, stage progress, and wins • Recorded or logged pitch sessions for spot-checking quality...

I need a reliable professional who can take the front-line phone load for my business—well over 50 calls every day—and keep the experience warm, clear, and efficient. Calls come in for everything from product availability to basic troubleshooting, so you’ll be expected to greet, gather details, resolve what you can on the spot, and escalate only when absolutely necessary. Alongside the phones, I also receive a steady flow of general-information emails. When you’re not on a call, you’ll reply to those messages using our brand voice and a set of ready-made response templates; if something falls outside those templates, you’ll flag it for me. Key deliverables: • Answer and document every incoming call in our cloud VoIP system and log concise no...

I need a reliable professional who can take the front-line phone load for my business—well over 50 calls every day—and keep the experience warm, clear, and efficient. Calls come in for everything from product availability to basic troubleshooting, so you’ll be expected to greet, gather details, resolve what you can on the spot, and escalate only when absolutely necessary. Alongside the phones, I also receive a steady flow of general-information emails. When you’re not on a call, you’ll reply to those messages using our brand voice and a set of ready-made response templates; if something falls outside those templates, you’ll flag it for me. Key deliverables: • Answer and document every incoming call in our cloud VoIP system and log concise no...

We are looking for an experienced freelancer who can help us generate qualified leads and business opportunities for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central services. CentiQ Solutions specializes in Dynamics NAV and Business Central upgrades, SaaS migrations, custom development, integrations, support, and managed services. We are seeking a results-driven professional who can identify prospects, connect with decision-makers, and introduce potential customers interested in Microsoft ERP solutions. Responsibilities Identify and generate qualified leads for Microsoft Dynamics NAV and Dynamics 365 Business Central services. Reach out to potential customers through your network, LinkedIn, email campaigns, referrals, or other channels. Connect us with key decision-mak...

I need a effective Spanish-speaking closer to pick up the phone and move prospects from interest to commitment on two fronts: our advertising packages and our ongoing subscription plans. Your day will revolve around live calls, handling objections on the spot, and recording every outcome so I can see clear, measurable progress. Here is what I expect from you: • Confident, fluent telephone delivery in Spanish (English a plus). • Solid experience selling either advertising, SaaS, memberships, or any other recurring offer. • A track record of meeting or beating call-based sales targets. I will provide an overview of each offer, brand guidelines, and the typical buyer profile. You’ll be free to tailor the pitch to your own voice as long as key value points remain i...

I need an experienced English-speaking sales caller to handle outbound calls to warm and cold prospects. Your goal on each call is to introduce the offer, qualify interest, and move the contact to the next step in the funnel—whether that is booking a demo, closing a small initial sale, or collecting the necessary data for me to follow up. All conversations must be recorded in full. Clear, well-labeled audio files along with concise call notes should be delivered at the end of each workday so I can review performance and customer feedback. You may use your own VoIP or dialer platform as long as it produces reliable recordings; if needed, I can provide access to my preferred system and CRM. Key deliverables: • Daily batch of call recordings (MP3 or WAV) • Brief log for ev...

Full-Cycle Sales Representative (Remote | Fixed Monthly Retainer) We are looking for 2–3 driven and results-oriented Full-Cycle Sales Representatives to join our growing team on a long-term basis. This is a remote position open to talented professionals, and we especially welcome applicants from the Philippines. --- ABOUT THE ROLE As a Full-Cycle Sales Rep, you will own the entire sales process — from prospecting and outreach to closing deals and maintaining client relationships. You will be a key driver of our revenue growth. --- RESPONSIBILITIES • Identify and prospect potential clients via LinkedIn, email, and other channels • Conduct discovery calls to understand client needs • Present and pitch our products/services effectively • Follow up consis...

I need a proactive sales professional who can take full ownership of outbound prospecting for the US and UK markets. You will work inside and LinkedIn Sales Navigator to identify and qualify decision-makers, then reach out by phone and email on our behalf with the single goal of booking discovery calls for our team. Because I don’t have any existing scripts or playbooks, I’m counting on you to craft concise, persuasive messaging that feels natural in both channels. The cadence, call opener, objection handling, follow-up email templates—everything should come from you, informed by best practices and tailored to our value proposition (which I’ll brief you on before we start). What success looks like to me: • A clean spreadsheet/CRM export from showing the lea...

A backlog of printed reports, order forms, and reference sheets needs to be re-created digitally with absolute accuracy. The work centres on copy typing these printed materials into editable Word and Excel files, then transferring the data into my existing spreadsheets and CRM so everything stays searchable and up to date. While inputting the data, I also need routine customer-service coverage: replying to basic email enquiries, confirming order details, and logging any follow-up actions. The tone must stay friendly, concise, and professional so our response quality remains consistent. Microsoft Word, Excel, and Google Sheets are the primary tools, and familiarity with simple ticket or inbox systems will help you move smoothly between data entry and customer queries. Deliverables ...

I need a reliable professional who can take the front-line phone load for my business—well over 50 calls every day—and keep the experience warm, clear, and efficient. Calls come in for everything from product availability to basic troubleshooting, so you’ll be expected to greet, gather details, resolve what you can on the spot, and escalate only when absolutely necessary. Alongside the phones, I also receive a steady flow of general-information emails. When you’re not on a call, you’ll reply to those messages using our brand voice and a set of ready-made response templates; if something falls outside those templates, you’ll flag it for me. Key deliverables: • Answer and document every incoming call in our cloud VoIP system and log concise no...

I need a purpose-built CRM for my vehicle-tracking and fleet-management business that runs smoothly in any modern browser and on iOS / Android devices. The workflow is already mapped out: • A live Dashboard that shows every new activity the moment it happens. • A Wall Board where staff can scroll through past activities, complete with time stamp, client name, vehicle number and all related notes. • Forms to add and edit vehicle details in required format at any time. • Full device inventory management with complete history, plus SIM management with its own change log. • Clients Management system. • Create jobs for technicians and it will popup to them and they can enter the data from mobile and come to main app, then user authenticate data and go i...

Job Title: Outbound B2B Sales Team (Appointment Setting Focus) Job Description: I am looking for a professional, results-driven outbound sales team to represent my firm in the B2B space. This is not a "telemarketing" role; this is a consultative appointment-setting operation. You will be responsible for cold calling and cold emailing target prospects to secure qualified discovery meetings for our services. The Mission: You are responsible for identifying decision-makers, navigating gatekeepers, and articulating our value proposition to move prospects into a scheduled meeting on our calendar. Requirements for Applicants: Proof of Performance: You must provide verifiable metrics from past campaigns. Do not just tell me you are "good at sales"—show me your histori...

I want to move our day-to-day operations onto a single Zoho Creator application that feels like a true ERP, not a scattered set of forms. The core modules I need you to build are: • Inventory Management – real-time stock tracking, multi-warehouse support, batch/serial logging, and simple barcode handling. • Accounting – purchase and sales ledgers, expense capture, basic P&L and balance-sheet views that sync cleanly with Zoho Books later on. • CRM – contact records, deal stages, follow-up reminders, and an activity timeline that my sales reps can update from mobile. Primary users will be the sales team and our warehouse staff, so every screen must be fast on phones and tablets. Role-based permissions are essential: sales should view customer data a...

Busco apoyo continuo para mi práctica de banca privada, donde gestiono más de 50 clientes de alto valor. El foco principal será la gestión de clientes, asegurándote de que cada interacción sea puntual y profesional. Necesito que te hagas cargo de: • Programación de reuniones: coordinar agendas, confirmar asistencia y gestionar recordatorios. • Manejo de correspondencia: filtrar correos, redactar respuestas iniciales y mantener un tono impecable. • Archivo de documentos: organizar contratos, reportes y estados de cuenta en un sistema digital ordenado y fácilmente accesible. • Organización de eventos: planificar pequeños encuentros con clientes y supervisar detalles logísticos. Valorar&ea...

I need an experienced cold-caller to open doors with large enterprises in the logistics sector. The goal is simple: generate qualified leads—no selling or lengthy market research, just set the stage for my team by securing interest and accurate contact details for the right decision-makers. I will provide an initial prospect list and a short positioning brief. You will refine the pitch, place the calls, and keep clear notes on outcomes so I can follow up effectively. Familiarity with enterprise-level conversations, CRM logging, and a professional yet energetic phone presence are all essential. Deliverables • Refined call script tailored to logistics enterprises • Daily call logs with contact names, titles, direct numbers, and call outcomes • A final spreadsheet...

I need a polished Loom recording that walks potential clients through the key strengths of our real-estate platform. The flow should open in the dashboard, then move naturally through: • Property listing management – show how quickly a new listing is created, published, and synced to portals. • Client management – demonstrate adding a buyer/seller profile and tracking all touchpoints. • Analytics & reporting – surface the real-time performance widgets and export options. • Workflow setup – reveal how automated tasks keep deals moving. • Lead funneling – illustrate incoming leads from Meta Ads, Google Ads, Housing and other third-party sources, then route them into the CRM. Aim for a crisp, engaging tone (about 3-4 minutes...

I need an experienced cold-caller to open doors with large enterprises in the logistics sector. The goal is simple: generate qualified leads—no selling or lengthy market research, just set the stage for my team by securing interest and accurate contact details for the right decision-makers. I will provide an initial prospect list and a short positioning brief. You will refine the pitch, place the calls, and keep clear notes on outcomes so I can follow up effectively. Familiarity with enterprise-level conversations, CRM logging, and a professional yet energetic phone presence are all essential. Deliverables • Refined call script tailored to logistics enterprises • Daily call logs with contact names, titles, direct numbers, and call outcomes • A final spreadsheet...

I’m ready to scale our presence across Latin America and need a driven caller who can switch effortlessly between English and Spanish while working the phone the old-school way—through a traditional phone line. Your day will revolve around finding the right decision-makers, sparking interest in our offer, and moving qualified prospects straight into my calendar. You’ll be expected to: • Hit a consistent daily call quota using a traditional phone system • Adapt pitches in either English or Spanish, depending on the contact • Log every touchpoint in the CRM the moment it happens so we can track progress in real time • Pre-qualify prospects and schedule meetings with only genuinely interested leads • Provide me with concise end-of-day call summaries...

I'm looking for an experienced freelancer to set up Zoho CRM and design sales pipelines tailored to my service-based business. Key Requirements: - Sales Pipelines: Must include Lead Generation, Negotiation, and Closing stages. - Essential Features: Email Integration and Automated Workflows are a must. - Custom Reports are a plus. Ideal Skills and Experience: - Proven expertise in Zoho CRM setup. - Strong understanding of service-based business operations. - Experience with email integration and creating automated workflows. - Ability to generate insightful custom reports. Please provide examples of past work and relevant experience. Looking forward to your bids!

I run a growing technology company that brings intuitive software solutions to small businesses, and I’m opening the door to driven business-development partners who would like to earn on pure commission. Your focus will be straightforward: identify small-business prospects, present our software lineup, and move them through to a closed deal. I’ll supply product training and direct access to technical staff so you can handle objections with confidence. You bring the relationships, outreach strategy, and the hustle. Key points: • Target industry: Technology • Product scope: Software solutions only—no hardware or consulting upsells to worry about. • Market segment: Small businesses across any vertical that can benefit from streamlined workflows. Commis...

I’m seeking an experienced Odoo expert to enhance our existing CRM module, with the intention of continuing with additional modules (Accounting, Sales, HR) if this phase is completed satisfactorily. Key tasks include: - Adjusting lead stages to match our workflow. - Creating real-time custom reports for tracking sales and team activity. - Refining automation actions like follow-ups and notifications. - Integrating communication channels ( and email) for seamless interaction and Sales report. - Improving the dashboard for a clear overview of key metrics. This is the first phase of a broader implementation plan, and the budget for this phase is capped at $900 USD.

We need an experienced automation expert to review, repair, and significantly improve our current automation setup that uses both and n8n. Many of our workflows are unreliable, slow, or breaking frequently, and we want a clean, stable, and well-orchestrated system. What Needs to Be Fixed: Unreliable or failing automations running between and n8n Poor error handling and lack of retry mechanisms Performance delays in complex multi-step workflows Data sync issues and inconsistent results across platforms Overly complicated scenarios that are hard to maintain Scope of Work: Full audit of all existing scenarios and n8n workflows Fix all broken or unstable automations Optimize and simplify complex orchestration logic Add proper error handling, logging, and alert systems Improve overall arc...

Quiero incorporar a mi equipo a un profesional que ya haya vendido con éxito campañas de redes sociales y publicidad online. Conoces bien el valor de un buen funnel, dominas el discurso consultivo y disfrutas midiendo tu rendimiento por los objetivos alcanzados. La dinámica es 100 % remota y se remunera exclusivamente por comisión sobre cada venta cerrada, por lo que necesito a alguien con alta autonomía y apenas supervisión. Si manejas tu propio CRM o ya cuentas con una cartera de contactos B2B, mejor todavía; aquí tendrás un proyecto estable y espacio para crecer. En tu propuesta cuéntame de forma concreta tu experiencia reciente en la venta de estos servicios: facturación generada, tipo de clientes y logros c...

I need a reliable professional who can take the front-line phone load for my business—well over 50 calls every day—and keep the experience warm, clear, and efficient. Calls come in for everything from product availability to basic troubleshooting, so you’ll be expected to greet, gather details, resolve what you can on the spot, and escalate only when absolutely necessary. Alongside the phones, I also receive a steady flow of general-information emails. When you’re not on a call, you’ll reply to those messages using our brand voice and a set of ready-made response templates; if something falls outside those templates, you’ll flag it for me. Key deliverables: • Answer and document every incoming call in our cloud VoIP system and log concise no...

I work on a performance-only model and need a proactive partner who can keep my sales pipeline full. The niche is wide open—Technology, Real Estate, Healthcare, or any other sector where you already have traction. Choose the channel that suits you best, whether that’s laser-targeted email outreach, LinkedIn networking, social advertising, cold calling, or a mix of tactics; what counts is the quality of the leads and their likelihood to convert. My immediate focus is on local prospects, yet I’m happy to scale internationally if you can deliver qualified opportunities abroad. Deliverables for each cycle • A verified list (spreadsheet or CRM-ready) of fresh leads with contact details and brief qualification notes • Concise progress update with outreach volum...

I want to grow my U.S.–based CPA/CA practice by reaching new prospects exclusively through email marketing and phone calls. I do not yet have a list, so I need a specialist who can research, build, and validate a fresh database of contacts that fits three profiles: small-business owners, high-net-worth individuals, and corporate decision-makers. Here’s what I need from you: • Source accurate names, titles, and verified business email addresses for each segment, focusing on companies and individuals that are most likely to require accounting, tax, or advisory services. • Clean and verify every address so bounce rates stay well below industry standards and compliance with CAN-SPAM and other U.S. regulations is assured. • Deliver the list segmented by profile...

I need a self-driven professional who can uncover fresh B2B prospects across Meerut and convert them into paying clients for our tax and legal advisory firm. Your core mission is to spot local businesses, traders, and fast-growing startups that could benefit from compliant bookkeeping, GST filing, income-tax guidance, company incorporation, or any of our allied legal services—and then move them smoothly through the funnel until they are onboarded. Here is how the workflow will run: • Research and curate a steady list of qualified prospects located in commercial pockets such as Begum Bridge, Sadar, and Shastri Nagar. • Reach out primarily through well-crafted professional emails that introduce our services and highlight clear client benefits and USPs. WhatsApp or calls ...

I need a reliable professional who can take the front-line phone load for my business—well over 50 calls every day—and keep the experience warm, clear, and efficient. Calls come in for everything from product availability to basic troubleshooting, so you’ll be expected to greet, gather details, resolve what you can on the spot, and escalate only when absolutely necessary. Alongside the phones, I also receive a steady flow of general-information emails. When you’re not on a call, you’ll reply to those messages using our brand voice and a set of ready-made response templates; if something falls outside those templates, you’ll flag it for me. Key deliverables: • Answer and document every incoming call in our cloud VoIP system and log concise no...

The goal of this project is to design and develop a custom Customer Relationship Management (CRM) system tailored specifically for a real estate agency. The CRM will streamline property management, client interactions, sales tracking, and internal workflows, improving efficiency and enabling data-driven decision-making. Scope of work Objectives: Centralize all client, property, and transaction data in one system Improve lead tracking and conversion rates Automate routine tasks and follow-ups Enhance communication between agents and clients Provide real-time reporting and performance insights. Key Features: 1. Lead & Contact Management Capture leads from website, portals, and manual entry Track buyer, seller, tenant, and landlord profiles Lead status pipeline (new → contacted &ra...

We are looking for a Certified Salesforce Architect with Agentforce expertise to join our team and take on the following responsibilities: Agentforce Architecture: - Architect, build, and scale an autonomous enterprise workforce using the Salesforce Agentforce framework. - Design autonomous Sales, Service, Employ and any Custom Agents that operate within a complex multi-system landscape. - Configure advanced reasoning engines, trusted topics, and specialized actions. Multi-System Integration & API Architecture: - Design secure, bi-directional integrations with core platforms via MuleSoft, Apex Callouts, or pub/sub architectures. - Implement Zero-Copy and Agentic Protocols using Data 360. - Optimize Prompt Engineering by building templates grounded with Salesforce CRM and external data....

My team handles a steady flow of customer messages every day and I’m ready to bring on a specialist who can stay on top of them with speed and empathy. You will monitor and respond to all Email, Live Chat, and Social Media inquiries inside our Salesforce help-desk workspace. Most tickets are straightforward general questions—think product details, shipping times, return policies—but the role also calls for spotting the occasional order issue or technical hiccup and escalating it to the right teammate without delay. Here’s what success looks like for me: • First-reply times that feel instantaneous during your shift. • Clear, friendly answers that stay on brand and accurate order entry when needed. • Every conversation tagged, closed, or escalated ...

Busco a una persona organizada y orientada al detalle que mantenga al día nuestro CRM mientras brinda soporte directo al cliente y controla el inventario que gestionamos desde la misma plataforma. Lo que necesito que hagas • Soporte al cliente: responder consultas, registrar cada interacción en el CRM y dar seguimiento hasta su cierre. Trasferir, asignar consultas a colaboradores. • Gestión de clientes: crear y actualizar perfiles, segmentar listas para campañas y activar flujos de automatización que ya tenemos configurados. • Control de inventario: ingresar nuevas unidades, editar existencias y transitar productos entre ubicaciones sin que se pierda trazabilidad. Cómo sabré que vamos bien • Cada ticket de cliente q...