Email CRM jobs

I'm in need of a skilled developer or team, capable of creating a multifunctional AI system for a new solar energy bus...browsers: To ensure cloud-based, anywhere access. Finally, the AI system needs to have integration capabilities, allowing seamless connection with existing software in the business environment: - CRM systems: To provide comprehensive visibility into customer engagement. - Energy monitoring systems: Need to integrate data for the most accurate results. - Billing systems: To streamline financial processes. Ideal freelancers would have previous experience in AI software development, with knowledge of predictive analytics, and a strong understanding of energy management and the solar industry. Familiarity with CRM, billing, and energy monitoring systems ...

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

I'm seeking a skilled marketer to help me create and implement an email marketing campaign aimed at consumers. The primary goal of this campaign is to boost product sales. Key project details include: - **Target Audience**: The campaign will primarily target consumers. - **Marketing Platform**: The main focus of the campaign will be email. - **Goal**: The ultimate goal of the campaign is to increase product sales. The ideal freelancer for this project will have: - Proven experience in email marketing. - A good understanding of consumer behavior. - Diverse knowledge in marketing strategies that drive sales. - Excellent communication skills to craft effective and engaging email content. If you've successfully run similar campaigns in the past and po...

...service delivery. - **Work Order Management**: Maintain a clear overview of tasks assigned, completed, and pending. System Integration: - **CRM**: seamless integration with our Customer Relationship Management system, ensuring smooth communication. - **ERP**: Inclusion of Enterprise Resource Planning will streamline the overall management of resources and services. - **Inventory Management**: Incorporating Inventory management systems will enhance our ability to track and supply necessary resources. Ideal candidates should have experience with: - Developing Field Service Management Systems - Working with large numbers of users - Integrating systems like CRM, ERP, Inventory Management and Accounting Systems The successful freelancer will be able to provide a comprehensi...

I'm looking for a Korean speaking telemarketer who can help me in qualifying lead...this solution. Key tasks for this project include: - Making outbound calls to potential leads - Qualifying these leads based on their interest and requirements in cloud computing - Documenting these calls and the results in a CRM platform - Providing regular updates on qualified leads via phone calls The ideal freelancer for this project should have: - Prior experience in telemarketing, particularly in the IT solutions sector - A good understanding of cloud computing services / ITSM - Excellent communication and interpersonal skills - Proficiency in using CRM platforms for lead management Looking forward to receiving bids from freelancers with a proven track record in telemarke...

I'm looking for a skilled email marketer to help with an upcoming campaign. - Target Audience: The emails will be targeting professionals aged 25-44. Therefore, the content should be tailored to this demographic. - Content Type: I prefer emails that are primarily text-based, but with strategic use of images. The goal is to promote a specific product or service, so the content should be engaging and persuasive. I'm looking for someone who has experience with email marketing, specifically in promoting products. The ideal candidate would know how to craft compelling messages for the chosen audience and be able to create visually appealing emails using images.

I am in need of a customer relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, and lead management - Strong c...

I made a wordpress custom theme. Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will know how to update someth...

I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.

I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship managemen...cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and possibly automate our processes for b...

I'm seeking an experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website is available in the customer data. ...

I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.

I am seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workflow automation is key for this project.

...different leads that come via phone call,text,email. screening out those who've explicitly stated they dont have the budget in our services. these leads are all warm and already interested in our business we just need them to book our services, and for you follow up until they book. In addition to this, you'll be tasked with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email...

I am seeking a seasoned salesperson with a strong background in CRM software, particularly those that are used for customer service functions. Your main responsibilities will be selling our CRM software to large corporations. Requirements: - Extensive experience in CRM software sales. - Deep understanding of customer service-oriented CRM tools. - Proven record of selling software to large corporations. Those who can demonstrate a solid track record of high value sales within this specific arena will be highly considered. This role requires an assertive, professional, and dynamic individual who is driven by beating sales targets. Your passion for customer service technology should shine through and inspire potential clients.

I'm seeking a skilled freelancer to analyze data provided. I can provide an excel file which will have -Customer -Invoice Number -Date -Product Details -Quantity -Unit Price -Purchase Amount I have this data for last two years in monthly files. We want to observe the trends in sales, most selling product, most profitable product, least profitable pro...Customer Service and sales side of the business. I would like this second file to extract selective data from the master file and propmt the user to make phone calls to existing customer and note down the call notes and mark that a certain customer has been contacted on this date and will be needed to be contacted again in 1 month again. Also in this same file have a similar sheet for New Customers CRM for cold calling and...

I'm looking for a Zoho ex...streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving skills Your assistance will significantly help me to better manage inventory, streamline sales, and ...

I'm looking for a skilled CRM developer who can make some strategic adjustments to our CRM system. The goal is to enhance the platform with new features, optimize existing ones, and refine the user interface. Key Tasks: - Add new features: The new functionalities we're looking to introduce revolve around advanced reporting and analytics, and task automation. - Improve existing features: Your expertise in CRM development will be pivotal in refining the current features to make them more efficient and user-friendly. - Customization of user interface: A customized user interface is essential for a better user experience. The ideal candidate should have: - Proven experience in CRM development - Proficiency in integrating third-party software - Strong bac...

I urgently need a dedicated individual with experience handling a variety of administrative tasks for a part-time role. The primary focus will be on efficient email management. The ideal candidate will need to effectively perform the following tasks: - Act as the first point of contact with my customers. - Efficiently respond to customer inquiries via email. Skills that would make a freelancer successful in this role include: - Previous experience in a customer service or administrative role. - Excellent communication skills. - Experience in customer inquiry response. - Familiarity with email management tools and systems. - Ability to work independently and efficiently. - Strong attention to detail, - High level of organization. As this is a part-time role, having ...

...looking for an experienced professional to help us resolve this problem and ensure our website is fully functional. Key tasks include: - Diagnosing and fixing the current issue causing emails not to be sent from the website. - Ensuring all email settings are optimized and working correctly. Your experience with: - Troubleshooting issues with Wordpress websites, particularly in relation to email functions. - Knowledge of email systems and how they integrate with website platforms. Ideal candidates should have: - A strong understanding of Wordpress and its email functions. - Proven experience in troubleshooting and solving issues with websites. - Excellent communication skills to guide us through the process and provide clear explanations. This is an urge...

For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...

The project requires you to send out 10 emails per hour for roughly 5 hours. You need to do research to find the correct email and personalize the email appropriately depending on who you are emailing. You will be given detailed instruction on how to do it. Rate is $0.35 per email. Potentially long term.

...seamlessly integrating an email campaign. I want this set up to ensure it's functional by the time I'm ready to transition my old site to the new trial one. Key project tasks include: - Setting up Squarespace email campaign for me - Ensuring the email campaign is properly integrated with the new trial site - Testing the email campaign function on the new site - Providing guidance on how the email campaign can be managed post-integration Ideal skills and experience for this job include: - Proficiency in Squarespace - Experience with email campaign integration on Squarespace - Ability to understand and follow specific instructions - Good communication skills, as I will need guidance on managing the email campaign post-integrat...

...experienced Email Marketing Specialist who can help me create a targeted campaign to boost sales on my Shopify store. Key Responsibilities: - Develop a strategy to target high-spending customers and encourage repeat purchases - Create engaging email content, with a focus on discount codes - Implement the campaign and track its success, making adjustments as necessary Ideal Skills: - Proven experience with email marketing, especially for e-commerce businesses - Proficiency in using email marketing tools, particularly those integrated with Shopify - Knowledge of how to effectively target specific customer segments - Strong analytical skills to measure and optimize campaign performance This project is a great opportunity for someone who can take the lead in...

I'm in need of an experienced email marketer to help me create and execute a campaign aimed at increasing customer engagement. Key Points: - Target Audience: The campaign will focus on both new and existing customers, with the goal of fostering loyalty and encouraging repeat business. - Content: The emails need to feature a mix of product updates and announcements, as well as exclusive offers and discounts. The ideal candidate should have a strong understanding of email marketing best practices, as well as a proven track record of increasing customer engagement through email campaigns. Excellent copywriting skills and the ability to create compelling, engaging content are a must.

For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...

I'm in need of a professional email signature that matches my company's colors. - The email signature should look sleek, professional, and inline with modern design standards. - Colors should be consistent with my company's color scheme. - It should include my name, job title, and contact information. - As I need a business card and Word doc/powerpoint, letterhead besides the email signature, I would prefer designers who can handle the whole set. Ideal Skills: Graphic Design, Email Signature Creation, Branding, Proficient in Adobe Suite or similar software. Please ensure to include relevant examples of your previous work when bidding.

I'm seeking a seasoned Email Marketing professional with expertise in Mailchimp and HUbspot. The primary goal of the campaign is to drive sales, targeting both B2B and B2C audiences. Key Responsibilities: - Develop and execute impactful email marketing strategies to drive sales - Tailor the campaign to resonate with both B2B and B2C audiences - Implement best practices to optimize open rates, click-throughs, and conversions - Regularly monitor and report on the performance of the campaign, adjusting strategies as needed Skills and Experience: - Proven track record of success in Email Marketing, particularly with Mailchimp - A deep understanding of B2B and B2C marketing dynamics - Strong analytical skills to interpret performance metrics and make data-driven dec...

I'm seeking an experienced HTML programmer to develop a new email application. While I'm not fully certain if this primarily entails front-end design, the ideal candidate will possess solid skills in this area. Key Responsibilities: - Develop an HTML-based email application - Collaborate to ensure functionality aligns with my requirements Ideal Skills: - Proficient in HTML programming - Background in front-end development, just in case - Experience with email application development.

...- Fetching Real-Time Data for Dashboards: The application should be able to update in real-time using data from external sources. - User Authentication and Management: Secure management of user data and access rights is a key component of the MVP. - Payment Processing: The MVP will handle payment processing, which must be seamless and efficient. - CRM and B2C Product Interface: The MVP should provide a user-friendly interface for CRM operations and B2C interactions. The ideal freelancer for this project would have extensive experience in and Material-UI (MUI). Additionally, experience with Figma and its integration with code generation would be a significant advantage, as it is required to generate production-ready code from the Figma designs. If you're a f...

...Prospecting & Lead Generation: Conduct outbound & inbound prospecting activities such as cold calling, email campaigns, and social selling to identify and engage with potential customers. - Lead Qualification: Conduct thorough research to gather information about prospects and understand their pain points. - Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs to position Transitials’ services as a solution. - Value Demonstrations: Collaborate with internal teams to take up advanced stage discussions for qualified leads. Ensure a smooth handoff of leads to the sales team. - CRM Hygiene Management: Help creating a consolidated view of al...

I'm seeking a web developer that specializes in business software applications. The project involves creating an intuitive, user-friendly business management software that incorporates both customer relationship management (CRM) and robust detailing of accounting and finance features. Key Requirements: - Expertise in web development, specifically for business applications. - Awareness of CRM features and capabilities. - Proficiency in designing and integrating accounting and finance capabilities. - Excellent usability design skills to ensure the software is easy to navigate. This job requires a developer who has experience in crafting comparable software and a keen understanding of business management functions. The successful candidate will combine these skills to pr...

I'm in need of an expert in Odoo, specifically versions 14-17. I require assistance with several modules including Accounting, Inventory Management, CRM, and Website Builder. The upshot of this project is aimed at: - Streamlining accounting processes: I expect stride in the management and oversight of financial operations. - Improving inventory management efficiency: I'm seeking enhanced visibility and control over stock levels and order fulfillment. - Enhancing customer relationship management: I need solutions to better manage and analyze customer interactions and data. - Creating a professional website: I require a robust online presence to represent my business professionally. Ideal candidates should possess prolific knowledge, and have substantial experience in Od...

I'm in need of skilled freelancers who can assist me with a Business-to-Business (B2B) outbound sales calling project. The primary aim of this t...and maintaining rapport with prospects - Identifying and qualifying sales leads - Following sales scripts and pitch guidelines Key Requirements: - Proven experience in outbound sales calling, especially in a B2B context - Strong communication and negotiation skills - Ability to handle objections and rejections tactfully - Persistence and resilience in a sales-driven environment - Familiarity with CRM software and sales processes Ideal candidates should be results-oriented, self-motivated, and possess a genuine interest in sales. Your contributions will play a crucial role in the success of our sales campaigns. Looking forward to wo...

...from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over....

...expertise in the following areas: - Social Media Advertising: Proficient in advertising on YouTube and other social sites. Must have a deep understanding of audience targeting, ad design, and budget optimization. - CRM and Funnel System: Capable of creating and implementing a comprehensive CRM system along with a funnel system. The provider should be able to manage leads effectively and increase customer conversions. - Emailing & Appointment Scheduling: Experienced in setting up and managing email campaigns and online appointment scheduling. The provider should be able to design engaging email content and optimize scheduling for user convenience. - Payment Processing: Skilled in setting up secure and user-friendly payment processing systems. Familiarity ...

...from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over....

I need my Gmail email signature enhanced to include clickable elements. Specifically, I want my company's website and social media icons to be linked. Please note that the social media icons will need to be added as functions in the project, even though their specific platforms have not been indicated. Someone with good knowledge of Gmail system and prior experience in similar projects would be ideal for this task. Essential skills should include: - HTML coding - Understanding of social media platforms integration in email signatures

We are in need of a skilled freelancer experienced in Method CRM to help optimize its usage for our business. Key aspects of the project include: - Customization: Tailoring the system to suit our specific business requirements, including the automation of certain processes and the addition of specific fields. - Integration: Ensuring seamless integration of our existing systems with Method CRM. This may include email marketing platforms or other software we utilize. We're looking for someone who's proficient in Method CRM and has a proven track record of customizing and integrating similar systems for businesses. Your understanding of CRM best practices and ability to adapt systems to meet unique business needs will be highly valued.

I'm seeking a professional who can create compelling weekly promotional offer emails for my Shopify store. The primary aim of these emails is to drive sales, so a keen understanding of direct-response marketing is crucial. Key responsibilities: - Develop captivating email content to engage customers and motivate them to purchase - Execute weekly email marketing campaigns via Shopify Ideal candidate skills: - Proven experience in email marketing, specifically on Shopify platform - Proficiency in direct-response marketing and sales tactics - Creative thinking with a knack for crafting promotional offer messages - Design understanding in Canva Think you're up for the task? Submit your bid now!

Dear Ankur, I hope this message finds you well. I'm excited to submit my proposal for your project on Email Marketing and Reviews Management. With a strong background in digital marketing and customer relationship management, I believe I can deliver effective solutions that meet your needs. Scope of Services: Email Marketing: Creation and execution of targeted email campaigns. Design of responsive email templates optimized for various devices. A/B testing for emails to determine the most effective strategies. Detailed analytics reports to track engagement and conversion rates. Reviews Management: Monitoring and responding to customer reviews across multiple platforms. Implementing strategies to encourage positive reviews. Managing any negative feedback e...

As a consultant, my email signature is my calling card. It's currently too big and I need someone with experience to carefully duplicate and slim it down to 400px(width) x 150px(height). Here are the key aspects I need you to achieve: - The majority of outlook users will see the email signature correctly as per the new slimmed size. - The design should be identical to the existing one. Skill & experience: - Proficiency in graphic design and HTML - Extensive experience crafting email signatures specifically for Outlook - Exceptional attention to detail to ensure no aspects are lost in the resizing process. Please note, no new design or creativity is required. The task is essentially to replicate the existing design in a much slimmer format, while retainin...

We are developing a cutting-edge, modular, and cloud-based CRM and ERP system designed specifically for startups and small to medium-sized enterprises (SMEs). This all-in-one solution will streamline essential business functions, including finance management, sales management, marketing management, human resources management, inventory and supply chain management, project management, and tech support management. Key Features: 1. Modular architecture: Users can customize the system by selecting the modules they require, enabling easy scalability and cost-efficiency. 2. Seamless integrations: The system will integrate with popular business tools and platforms, ensuring a seamless workflow and data synchronization. 3. Intuitive interface: The user-friendly interface and responsive de...

We are in search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis. If you are p...

...skilled app developer to create a bespoke CRM mobile software that's user-friendly and appealing. This app will allow users to send/receive messages, add notes, and monitor progress of their cases or services. Key Features Include: - Real-time messaging: Let users engage with each other instantly. - File attachment: Incorporating a feature to allow file sharing. - Push notifications: To keep users updated. Moreover, the application will include a Subscription Services feature for monthly recurring payments. Lastly, it will need a Referral Tracking feature. The tracking should be capable of determining the source of each referral. The ultimate developer for this project will possess strong experience in IOS and Android app development, especially with CRM applicat...

...for a developer experienced in .NET Core and Umbraco to make modifications to an existing Umbraco project. The main focus will be on changing the CSS and the Free Trial form, which needs to be integrated with a CRM system. Key Requirements: - Proficiency in .NET Core and Umbraco - Skilled in CSS customization - Experience with CRM integrations - Understanding of user authentication in Umbraco The main tasks include: - CSS changes to improve the overall look and feel of the site - Customizing the Free Trial form, particularly: • Layout and design adjustments • Integration with a CRM system for effective lead management Your expertise in Umbraco components, particularly in navigation menus, contact forms, and image carousels, will be beneficial for th...

...documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. The freelancer needs to create content and make changes according to the agency's () requirements in the different tabs and menus of the CRM system. The freelancer will also need to update the same content in the actual CRM system. Additionally, the freelancer must send a complete file containing all the content created for the project separately, including demo proposals. Responsibilities: 1) Collaborate with our CRM team to understand our current processes and r...

Hi, I am looking for someone familiar with email management to enable and configure DKIM for my email account & domain hosted on Rackspace.com. The gmail server is now blocking all of my emails, and enabling DKIM authentication should fix the issue. I will provide the login credentials for my Rackspace email hosting account (Rackspace is acting as my domain registrar and email host). Below is an example "bounced" email response from the gmail server: "This mail has been blocked because the sender is unauthenticated. 550-5.7.26 Gmail requires all senders to authenticate with either SPF or DKIM. 550-5.7.26 550-5.7.26 Authentication results: 550-5.7.26 DKIM = did not pass 550-5.7.26 SPF [] with ip: [] = did not p...

I'm in need of a professional to help populate my BIGIN CRM with contact information from an Excel file. The task will involve: - Transferring data from Columns A, B, C of my Excel file to BIGIN CRM. - Achieving appropriate data segregation based on geographic location within the CRM. This task will require a keen attention to detail and strong experience in and BIGIN CRM and integrate emails to Outlook. A solid understanding and experience in data segregation & bIGIN PLATFORM is also key for successful delivery of this project. The aim is to streamline my contacts for easier management. Your keen knowledge of geography and ability to dissect contact data is highly needed.

...tools. Key Responsibilities: Email and Communication Management: You will be responsible for managing my email inbox, ensuring that all communications are responded to promptly and that key messages are organized and accessible. Experience in professional communication management is highly valued. Calendar and Schedule Management: The assistant will need to maintain and manage my calendar meticulously, scheduling meetings, reminders, and deadlines to ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM...