Crm edi jobs

As the project owner, I am searching for an experienced developer to create custom modules within my Odoo system. The primary focus areas are: - Sales and CRM module - Accounting and Finance module In the Sales and CRM module, I need: - Creation of custom fields and form - Automation of sales processes The perfect candidate will have deep understanding of Odoo's built-in modules, be proficient in tailoring these modules to specific needs, and experience in automation workflows. Prior experience in Sales and Accounting modules is highly desired. An understanding of customization best practices is required for a successful completion of this project. I look forward to working with a professional who has a history of delivering high quality module customization in Odoo.

...provided scripts to engage prospects effectively - Capable of managing and organizing a list of contacts for scheduled monthly outreach - Knowledge in tracking responses and engagement for further analysis and strategy refinement Ideal Skills: - Strong communication and persuasion skills - Experience in digital marketing, particularly in lead generation and product promotion - Familiarity with CRM tools to organize prospects and schedule messages - A knack for personalizing scripts to fit different prospect profiles without losing the core message The primary goal for this project is to elevate the visibility and awareness of our product or service. The chosen freelancer will play a crucial role in engaging potential clients and establishing a consistent communication line to f...

...- Flexible working arrangement. - Attractive commission structure. - Be part of a growing brand with potential for long-term collaboration. **Skills and Experience:** - Strong sales and negotiation skills. - Experience in the home décor or fashion industry. - Excellent communication and interpersonal abilities. - Ability to independently research and approach potential clients. - Proficiency in CRM software and Microsoft Office. If you're motivated by commission-driven roles and have a proven ability to expand product reach in competitive markets, I invite you to apply. Together, we can forge a successful path in the vibrant industry of tassels and trimmings....

...campaign’s main goal is to set appointments with decision-makers in these businesses. - Success in this role requires impeccable persuasion skills to ensure a positive and receptive response from potential leads. **Ideal Skills and Experience:** - Prior experience in real estate markets is highly desirable. - Should possess excellent telemarketing and lead generation skills. - Familiarity with CRM software to track and follow up on leads effectively. - Strong organizational skills to schedule appointments efficiently. This project is a unique opportunity to apply your telemarketing skills directly to the dynamic world of real estate. For the right freelancer, this could be the start of an enduring partnership. I am attaching leaflet with one of our services that we prov...

...- **Sales Forecasting**: Analyze market trends and sales data to anticipate future opportunities and challenges. Your insights will guide our strategy, helping us adapt and stay ahead of the curve. **Ideal Skills and Experience**: - Proven track record in business development, particularly within the technology sector, with healthcare or finance being a plus. - Expertise in lead generation and CRM tools. - Strong analytical skills for effective sales forecasting. - Exceptional communication and negotiation skills. - Ability to work independently and as part of a team. The ultimate goal is to increase our market share. Success in this role means opening doors to new opportunities while reinforcing our standing with existing clients. If you're driven by results and thrive in...

I am in need of a proficient Dutch and English speaker to manage my leads and perform first time calls. Responsibilities include: - Making about 30 calls per day - Document client requests in our CRM - One follow-up per lead A successful freelancer should ideally: - Be bilingual, fluent in both Dutch (Netherlands) and English - Be able to extract and understand client requirements effectively on the first call - Document a comprehensive summary of each call in the CRM This project will be paid monthly. With these requirements, the ideal freelancer should be someone who is organized, pays great attention to details, has excellent customer service skills, and is dedicated.

I'm seeking an accomplished marketer to execute a cross-platform Pay-Per-Click (PPC) campaign for my mobile CRM app. I am targeting individual consumers on Google and Facebook Ads. The primary aim of this drive is to boost the registration numbers for my app. Ideal Skills and Experience: • Proven effectiveness in executing PPC campaigns. • Good comprehension of CRM applications. • Solid familiarity with Google and Facebook Ads. • Experience in targeting individual consumers successfully. • Proven record of boosting app registration numbers. The ideal candidate should have outstanding capabilities in creating catchy ads, identifying and reaching targeted audiences, sizing up potential budget skews, maximizing ROI on ad expenditure, and driving a...

I need a sleek and modern website for real estate purposes. Key Features Required: - Property Search: Allow users to find properties they're interested in wit...array of properties for sale with relevant information about each property. - Mortgage Calculator: Feature that enables users to calculate potential mortgage payments. - Interactive Map: Visual aid for users to locate properties geographically. - CRM Integration: Sync website with our Customer Relationship Management system for streamlined operations. Ideal candidates should have significant experience in real estate website development, with a proficiency in designing sleek, modern platforms. Applicants should also have a deep understanding of CRM integration. Using engaging UI/UX designs is critical to enha...

I'm seeking an accomplished marketer to execute a cross-platform Pay-Per-Click (PPC) campaign for my mobile CRM app. I am targeting individual consumers on Google and Facebook Ads. The primary aim of this drive is to boost the registration numbers for my app. Ideal Skills and Experience: • Proven effectiveness in executing PPC campaigns. • Good comprehension of CRM applications. • Solid familiarity with Google and Facebook Ads. • Experience in targeting individual consumers successfully. • Proven record of boosting app registration numbers. The ideal candidate should have outstanding capabilities in creating catchy ads, identifying and reaching targeted audiences, sizing up potential budget skews, maximizing ROI on ad expenditure, and driving a...

I'm seeking an experienced Salesforce developer to construct a versatile lightning record feature for our CRM. This component should not only support basic functionalities such as creating, updating, and deleting records but also allow users to attach, view, and manage documents directly within each record. The key aspects of this job include: - **Core Functionalities**: Develop a lightning record with the capabilities to create, view, update, and delete records seamlessly. Integration of an attachment feature is crucial, enabling users to attach PDFs, Word documents, and images to any record. - **Design Preferences**: A keen eye for design is necessary. The lightning record should embody a clean, modern aesthetic yet remain customizable to fit our brand's evolving needs...

I need a sleek and modern website for real estate purposes. Key Features Required: - Property Search: Allow users to find properties they're interested in wit...array of properties for sale with relevant information about each property. - Mortgage Calculator: Feature that enables users to calculate potential mortgage payments. - Interactive Map: Visual aid for users to locate properties geographically. - CRM Integration: Sync website with our Customer Relationship Management system for streamlined operations. Ideal candidates should have significant experience in real estate website development, with a proficiency in designing sleek, modern platforms. Applicants should also have a deep understanding of CRM integration. Using engaging UI/UX designs is critical to enha...

I am wanting to design a company logo that can be used on company stationery, website and business card. The name of the company is "EDI at work". It is an equity, diversity and inclusion consultancy. Please ignore the mock up. We are leaning toward the 4 to 5 star rated designs. But would like to see a triangle, square and circle incorporated. **Ideal Skills and Experience:** - Strong portfolio in modern logo design - Creativity to transform abstract concepts into a visual reality - Excellent communication skills to ensure the logo aligns perfectly with my vision

...efficiency and providing insightful analytics to guide decision-making. **Core Features Required:** - Sales tracking that captures real-time data and trends. - Inventory management capable of forecasting needs based on sales. - Integration with our existing Customer Relationship Management (CRM) system for a seamless workflow. **Ideal Skills and Experience:** - Proven track record in developing MIS or similar systems. - Strong proficiency in database management and web development. - Experience with CRM integration. - Knowledge of sales and inventory optimization strategies. - Ability to implement data analytics for performance tracking and decision support. I anticipate this project requiring close collaboration to tailor the system to our specific operational needs, ...

...commission for each sale resulting from appointments you set. Requirements: Must schedule a minimum of 2-3 appointments daily. A trial period of 7-14 days will be provided. Contractor Requirements: I am seeking a contractor who meets the following criteria: Strong proficiency in English and Spanish communication. Familiarity with phone and email etiquette. Proficiency in Microsoft Excel and/or CRM systems. Availability between 6am – 5pm PST, Monday through Friday. Experience in sales, telemarketing, email marketing, and texting. Preferred Qualifications: English Level: 8-10 Fluent in written communication with good verbal skills. Daily submission of reports; failure to comply will result in contract termination. How to Apply: Please submit a cover letter addressing the fo...

...on real football match outcomes. Our goal is to create an immersive, engaging, and user-friendly experience that appeals to football fans worldwide. Key Features Needed: User Registration and Profile Management Team Creation and Management Live Scoring and Real-Time Updates Live quizz and games Pronostics games Integration with Live Rating APIs (e.g., for player stats, game schedules) CRM Integration for User Support Push Notifications for User Engagement Social Media Integration for Community Building Admin Dashboard for App Management Project Requirements: Mobile App Development: Experience in both iOS and Android platforms is preferred. Cross-platform development experience (React Native or Flutter) is a plus. We need a modern, intuitive design that enhan...

I'm looking to build a web application that will assist in patient care. The software will allow the user to display medical problems and allow those problems to be manipulated in a variety of ways. The problems can be altered, moved, and utilize macros within to quickly po...ways. The problems can be altered, moved, and utilize macros within to quickly populate fields w/ data. I have attached a screen shot of the UI that I have in mind. Most importantly the project needs to be developed in a flexible manner as I hope to develop this software over years. To speed development and save on expense, I'm not opposed to utilizing open source software to build upon for CRM. Really looking to find a reliable partner for long-term work but right now would just like to see a ...

...developer, proficient in Android development and, ideally, with prior experience in customer relationship management (CRM) software, to design and build an app for android system with features that include: -SMS synchronization: Implement a solution to ensure seamless integration and synchronization of text messages between the app and our CRM system. (two way) -CRM & Web API Integration: The app needs to fully integrate with our CRM and have capability to connect with a Web API. Additionally, a (web based) management platform is to be created that can perform: -User Access Management: Allow for the control and monitoring of user access within the app. -Integrate with our CRM so that multiuser access is possible. -Data Analytics & Repo...

...communication. - Maintain detailed records of calls made and outcomes achieved to optimize future sales strategies. **Skills and Experience:** - Strong verbal communication skills, with the ability to adapt messaging for individual or business clients. - Experience in telecalling, particularly with a focus on product sales. - Proven track record of meeting or exceeding sales targets. - Familiarity with CRM software and telecalling systems. - Excellent organizational skills to manage a high volume of calls and follow-ups. **Ideal Candidate Profile:** - Motivated and target-driven with a passion for sales. - Comfortable working in a fast-paced environment. - Previous experience in selling insurance, beauty products, electronics, or similar service-oriented products is highly desi...

I'm seeking an experienced CRM developer who can create a system to meet my business needs. As I did not specify the main goal of the CRM system, it would be beneficial for the professional to have expertise across customer management, sales pipeline tracking, and marketing automation. Ideal Skills and Experience: - Strong experience in developing CRM, hrm, sales systems - Broad understanding of CRM functionalities including customer management, sales pipeline tracking, and marketing automation - Proven ability to develop specific features like contact management, lead tracking, and sales forecasting Application Details: Even though I didn't specify what to include in the application, showcasing related past work, detailing applicable experience, ...

We are a dynamic and innovative website development agency looking to expand our client base. We specialize in crafting cutting-edge, user-friendly websites tailored to meet the unique needs o...generation activities and progress. Requirements: Proven experience in lead generation and sales, preferably within the digital marketing or web development industry. Strong communication and negotiation skills. Ability to understand client requirements and effectively convey our value proposition. Self-motivated and results-driven, with a proactive approach to generating leads. Familiarity with CRM software and lead management tools is a plus. Deliverables: Qualified leads with contact information and details of their requirements. Regular progress updates and reports on lead generation a...

I'm seeking an experienced Zoho CRM developer to enhance my current system swiftly. Here's what I need: - Implement Workflow Automation for increased efficiency. - Create Custom Modules/Fields tailored to my business. - Integrate external software seamlessly with Zoho CRM. Required skills: - Proven expertise in Zoho CRM development. - Strong understanding of workflow automation. - Experience in creating custom Zoho modules and fields. - Ability to integrate Zoho CRM with other software. I value quick and quality work, so I'm looking for someone who can prioritize this project and deliver it ASAP. If you have a track record of doing this, I'd love to hear from you.

...marketing team to ensure a steady flow of quality leads. - Train and mentor sales team members on best practices for moving prospects through the sales funnel efficiently. - Manage customer data and utilize CRM tools to streamline the sales process and foster long-term relationships. Ideal Skills and Experience: - Proven track record of success in an inside sales leadership role, preferably in the consumer goods industry. - Strong analytical skills with experience in generating and interpreting sales reports. - Excellent communication and team management abilities. - Proficient in CRM software and Microsoft Office Suite. - Creative thinker with a results-driven approach to problem-solving. This role is perfect for someone passionate about leveraging their sales managemen...

...Required: - Proficient in email marketing and Linkedin outreach strategies - Strong understanding of B2B lead generation tactics - Excellent written communication skills for crafting personalized emails and Linkedin messages - Experience in using email marketing software and Linkedin tools for outreach - Ability to research and identify potential leads within the target B2B audience - Familiarity with CRM systems for tracking and managing leads - Proven track record of successful lead generation campaigns - Knowledge of best practices for optimizing email deliverability and response rates - Ability to analyze and interpret data to measure the effectiveness of outreach efforts Project Details: We are seeking a skilled professional to assist us in generating leads through email ...

...status of an existing order management system, I am on the search for a freelancer who can help in implementing a Customer Relationship Management (CRM) system with robust pipeline management features. Project requirements include: - Development and installation of an integrated CRM system - The system should specialize in pipeline management for improved tracking of customer interactions - Ability to train company staff to use and manage the newly implemented system effectively Ideal freelancer will: - Have extensive experience in CRM systems, specifically focused on pipeline management - Have a track record of developing and installing effective CRM systems - be capable of delivering comprehensive user training - Show excellent communication skills t...

The task I want done specifically: I have a Pipedrive application for CRM. There are numerous pipelines, one of which I have particular interest. I want to track every person/deal in that pipeline and assess how many emails they were sent in the last month and how many they opened and how many clicked (if clickable) I would like the results on a spreadsheet where we can interrogate it to look for patterns and give each person an engagement score. I would like it to be easily updated eg change pipeline or change dates. This will require working with the Pipedrive API and writing some basic code to obtain this information. Therefore I'm seeking a developer with an understanding of the Pipedrive API to create customized reports that will shed light on our sales processes, helpin...

I'm looking for an experienced call center team to manage outbound calls for my project. The main ob...Experience:** - Ability to speak English clearly and fluently. - Proven experience in outbound call management, preferably in the insurance sector. - Exceptional communication skills, with the ability to convey messages clearly and effectively. - Strong organizational skills to manage and record call outcomes accurately. - Experience in negotiating and problem-solving on the phone. - Familiarity with CRM software and call center technology. The perfect candidate will have a track record of conducting successful outbound calls. A understanding of insurance terms and claim processes will be highly regarded. If you have the skills and experience we're looking for, we’...

...estate companies with a dashboard that enables them the following: Add properties according to their categories, add property descriptions, view email inquiries, view stats, get access to dashboard functions only upon paying for a membership, receive billing reports and receipts, register agents add agents, remove an agent , link an agent to a property so that they can receive leads , access to a CRM showing leads and contacts, access to their properties list and ability request further advertisement of each property to the super admin , such as featured property, facebook boosting etc. the dashboard must have tools that enable companies to manage their properties such as publish, keep as draft etc. The developer must be able to integrate the dashboards to the front-end webs...

Necesito un profesional independiente competente para personalizar mi sistema Go High Level CRM para que se adapte perfectamente a las necesidades de mi pequeño equipo. Características clave requeridas: - Gestión de clientes potenciales: un sistema que puede categorizar y realizar un seguimiento eficaz de los clientes potenciales para ayudarnos a mantener y construir nuestras relaciones con los clientes. - Seguimiento del canal de ventas: Necesitamos una excelente herramienta para gestionar nuestro flujo de ventas. La función debería ayudar a realizar un seguimiento de las interacciones con los clientes, el progreso de las transacciones y las previsiones. - Automatización de tareas: para aumentar la productividad, una función de a...

I need a competent freelancer to customize my Go High Level CRM system to perfectly suit my small team's needs. Key Features Required: - Lead Management: A system that can effectively categorize and track prospective clients to help us maintain and build our customer relationships. - Sales Pipeline Tracking: We need an excellent tool to manage our sales flow. The feature should help track customer interactions, deal progress, and forecasting. - Task Automation: To increase productivity, a task automation feature is crucial. This tool should automate repetitive administrative tasks. - Languages spanish & English Although there are no specific third-party software integrations required at this time, it's essential that the system remains flexible for possible fut...

...website integration and workflow automation project adeptly. Your primary focus will be on ensuring data synchronization and task automation across platforms. Key Deliverables: - Integration with multiple systems for smooth operations such as CRM, ERP, and E-commerce platform - Automation of crucial processes to reduce manual intervention and increase efficiency. This will specifically entail automating inventory management and order processing workflows. Ideal Skills and Experience: For this project, it's important you possess a strong understanding of CRM, ERP, and E-commerce systems integration. You should be proficient with current technologies used in task automation and data synchronization. Your experience in automating inventory management and order process...

I'm seeking an experienced freelancer to enhance email functionality in our Perfex CRM system in saas mode. Our team has encountered several issues, primarily with emails not being delivered effectively, some being redirected to the spam folder, and overall slow email delivery. Our mission is to streamline our workflow by fully integrating our email systems (Gmail, Outlook, and a custom SMTP) with Perfex CRM, aiming for a seamless operation that includes, but is not limited to, email communications, contact syncing, and calendar management. **Ideal Skills and Experience:** - Proficient in Perfex CRM customization and configuration. - Skilled with email integration for Gmail and Outlook within Perfex CRM. - Knowledgeable in troubleshooting SMTP settings and...

...online sales and improve customer experiences at scale. The solution will allow the client to: Apply for WhatsApp Business API and link their Facebook business page with Interakt Engage customers with personalized and interactive messages on WhatsApp, using templates, list messages, and reply buttons Qualify leads and assign them to sales reps based on predefined rules Integrate leads with Zoho CRM, a cloud-based software that helps manage customer relationships, sales pipelines, and marketing campaigns Track and measure the performance of WhatsApp campaigns and sales activities using analytics and reports The project will follow an agile methodology, with sprints of one week each. The project will be completed in 15 days, with a budget of less than 20,000 INR. Project Scope The ...

I need a seasoned web developer who can maintain this travel website for me. This website shouldn't just be aesthetically pleasing; it needs to be functional and easy to navigate. Key responsibilities: 1. Maintain 2. Upload new itineraries and blogs 3. Redesign web page as and when req... Key responsibilities: 1. Maintain 2. Upload new itineraries and blogs 3. Redesign web page as and when required 4. Reporting, collection and maintenance of data 5. Work with the digital marketing team as and when required. Ideal Candidate: Someone with proven experience developing travel-related websites and incorporating online booking systems. An understanding of CRM in the tourism industry would be a huge advantage.

...to handle a comprehensive API integration for my Perfex CRM. This project aims to streamline our invoicing process, making it more efficient and customizable. Here are the key components and skills required: - **API Integration Expertise**: Strong background in integrating APIs into CRM systems, particularly Perfex CRM. - **Payment Gateway Integration**: Specifically, we need integration with ZRA Smart Invoice. - **Invoicing Features**: Ability to automate invoice generation, customize invoice templates, and ensure seamless operation with third-party payment gateways. - **Problem-Solving Skills**: Aptitude for identifying and resolving compatibility issues between different systems. **Ideal Candidate**: - Experienced with Perfex CRM. - Proven track record ...

I am looking for a skilled Project Manager to help us streamline our processes and ensure client satisfaction from start to finish. Your Role: Onboard...Role: Onboard new clients and gather their project requirements. Develop project timelines and oversee their execution. Input and manage project details within CRMs like or ClickUp. Serve as the main point of contact for clients throughout the project lifecycle. What You Need: Proven experience in project management, especially in a remote or freelance capacity. Strong understanding of CRM tools like and ClickUp. Excellent communication and organizational skills. Ability to manage multiple projects simultaneously with keen attention to detail. A customer-first mindset, ensuring all projects meet client expectations.

I would like to integrade MailerLite with my Yetiforce crm through api key. In the end, I would like to be given a guide so that I can apply it to other yetiforce instance or create a Module ready for import

...my current customer database within our online CRM system TIMELY AND VEND to enhance customer engagement and sales strategies. The project involves re-categorizing or tagging our customers based on detailed criteria to facilitate targeted marketing and sales efforts. **Key Tasks Include:** - **Data Cleaning:** Ensure the customer information is up-to-date and accurately recorded. Duplicate entries and outdated information need to be identified and corrected. - **Re-categorization:** Implement a new tagging system based on customers' purchase history and demographic information. This system should allow for easy segmentation and targeting. - **Integration Check:** Ensure that the new tagging system integrates seamlessly with our existing CRM functionalities and d...

...level with the main goal of generating leads. Our platforms include Facebook, Instagram, YouTube, and LinkedIn. **Key Responsibilities:** - Creating engaging and original content tailored for each platform. - Scheduling posts to maintain a consistent presence across all channels. - Crafting and monitoring targeted ad campaigns to generate leads. **Ideal Skills and Experience:** - Proficient in CRM tools to effectively manage and analyze our social media efforts. - Exceptional communication skills in English and Spanish to interact with our diverse audience. - In-depth knowledge and operational expertise in Facebook, Instagram, YouTube, and LinkedIn. - A creative mind for content creation combined with strategic thinking for post scheduling and ads. - Experience in audience eng...

Role Overview: As a Remote SDR, you'll lead outreach to marketing agencies and SMBs, identifying decision-makers to generate new business through appointments and demos. Suited for someone with 3-5 years of sales experience,...make a significant impact in a dynamic environment and aspiring to grow into sales leadership. Key Responsibilities: ● Perform targeted outreach to key accounts, focusing on decision-makers within marketing agencies and SMBs, usingLinkedIn and cold target email outreach. ● Schedule appointments and book demos, managing your calendar to maximize opportunities. ● Maintain up-to-date records in our CRM, specifically with Go High Level. ● Lead generation and testing of different messaging styles. ● Support the building and acceleration of our sales team pro...

I'm in search of a freelancer with expertise in Zoho One, particularly focusing on the Zoho CRM, Zoho Desk, and Zoho Books modules. While the decision on specific modules to implement has yet to be finalized, the project will require at least moderate customization, including the addition of custom fields and workflows tailored to an educational training institute's needs. Ideal Candidate Skills and Experience: - Profound knowledge of Zoho One suite, especially Zoho CRM, Zoho Desk, and Zoho Books - Proven experience in executing moderate to advanced Zoho CRM customizations - Previous work on Zoho implementations for educational or training institutions is a plus - Ability to suggest and implement workflows that improve operational efficiency - Capability to...

...one single api controller for CRUD of products between crm and pern application. This is only for pushing data into crm. After installing the sdk, creating config file and controllers file and directory. You will be responsible for explain the sdk in detail to me. I have sufficient experience in JS and other web development projects to understand without issue. PERN APP: ZOHO SDK: I will provide test env for zoho crm. You are responsible for providing local env to set up your connection. Deliverables: Functional installation on my local device for CRUD of products modules (PERN APP>ZOHO CRM). Explanation of installation of installed SDK in PERN

I'm looking for a detailed-oriented virtual assistant to efficiently manage 10-20 business calls daily. These interactions are crucial and primarily revolve around customer inquiries and scheduling appointments. Success in thi...inquiries by providing accurate and timely information. - Managing and scheduling appointments accurately in the provided calendar. **Resources Provided:** - A comprehensive availability calendar to manage and schedule appointments effectively. Ideal candidates will have a background in administrative roles or customer service, showcasing their ability to handle similar tasks. Familiarity with CRM software and comfort with multitasking will be advantageous. If you are organized, responsible, and capable of managing confidential information, I encourag...

We're looking for someone who can configure our email campaign software to our CRM via either a webhook or API. We use Reachinbox, which is very similiar to and and have yet to decide on the CRM but are going with either Nutshell CRM or Pipedrive. Please note that Reachinbox is not configured with Zapier yet.

...and optimizing sales funnels. - Ability to integrate payment gateways ensuring a smooth transaction process for users. - Experience with CRM software integration to manage leads and customer interactions efficiently. **Ideal Skills:** - Proficiency in Builderall. - Knowledgeable in payment gateway integration. - Experience with CRM software. - Strong communication skills for effective collaboration. - Ability to provide insights on funnel optimization for higher conversion rates. The successful candidate should demonstrate a portfolio of successful sales funnels created with Builderall, highlighting their expertise in integrating payment solutions and CRM software to streamline the sales process. I am looking for a freelancer who can not only execute the task at h...

I am looking for an experienced developer to work on modifying the existing module of Perfex CRM and developing a new missive app from scratch. The core of this project revolves around enhancing user experience through interface customization, adding innovative features, and ensuring seamless integration with other systems for the CRM module. Simultaneously, the missive app we're envisioning should include functionalities such as real-time messaging, push notifications, and file sharing capabilities to facilitate better communication within our system. **What I Need:** - **Perfex CRM Module Modification:** - Customization of the user interface to improve usability. - Addition of new features that will be detailed further upon project commencement. - Integr...

...objective is to enhance efficiency, reduce manual tasks, and ensure workflows are seamlessly automated, leading to a smoother business process. Ideal Skills and Experience: - Proficiency in Zoho Creator with a strong portfolio of custom applications. - Experience in automating business processes within Zoho Creator. - Knowledge in integrating Zoho Creator with other Zoho applications, especially CRM and Books, is a plus. - Strong understanding of data management principles, ensuring secure yet accessible data storage. - Ability to communicate effectively to understand requirements and provide updates. Specific Requirements: - Develop a custom Zoho Creator application focused on process automation. - The application should automate workflows, minimizing manual data entry and ope...

Hi I am trying to install Perfex on Siteground. I am stuch on this page. Please help fix this by connecting remotely. Thanks

...software developer to create a CRM system tailored to our specific needs. Our team is set to grow, and we require a system that supports Windows and caters to 11-50 users efficiently. We are looking for a blend of functionality that includes customer data management, sales automation, and integrated marketing tools to streamline our operations and boost productivity. The ideal candidate should have a robust background in: - Developing CRM systems compatible with Windows. - Integrating functionalities such as customer data management, sales automation, and marketing tools. - Creating scalable solutions that can comfortably support a team size of 11-50 users without compromising on performance or speed. Skills and experience in software development, particularly with CR...

I require a professionally-developed CRM system with key components being customer contact management, sales pipeline tracking, and task & activity management. The solution should possess detailed record-keeping capabilities such as: - Tracking contact information - Recording purchase history - Logging communication history - Managing sales data - Handling payments - Monitoring leads - Managing goods on approval These features need to be designed in a user-friendly manner with absolute ease of navigation. The CRM will not be integrated with any existing software or platforms, and should instead operate as new web based solution which should be responsive. Ideal candidates for this project are those experienced in CRM development with a strong understanding of...

I'm looking for a skilled developer to create a module for Perfex CRM that manages specific person details. This job will require: - Capturing detailed contact information: This specifically includes name, email, phone number, along with other specifics, thereby requiring proficiency in handling large datasets. - Incorporating space for personal notes: These notes should be organized and presented in a timeline format, calling for experience in UI/UX design to ensure the module is user-friendly. This project requires knowledge and experience with Perfex CRM and programming skills to craft a fully functional, intuitive module. If you can deliver this, I'm ready for a partnership.