How to use perfex crm jobs
...experiences. Are you passionate about providing excellent customer service? Are you ready to assist customers in the green mobility industry? Join our dynamic team as an Inbound Customer Service Representative at United Call Centers, where you'll play a vital role in ensuring customer satisfaction for our clients in this innovative sector. Key Responsibilities: - Assist customers of our green mobility industry client. - Handle inbound calls and emails professionally and efficiently. - Provide information, resolve issues, and address customer concerns. - Maintain accurate records of customer interactions in our CRM system. - Collaborate effectively with team members to ensure top-notch service. - Adapt to rotating shifts in our 24/7 operation. Qualifi...
...intuitive university search tool. - Admission Requirements Database: A comprehensive database of admission requirements for various universities is crucial. - Scholarship Information: A database of scholarships to help students fund their education is also needed. - Student Profile & Document Upload: A platform for students to create profiles and upload necessary documents. - Student Timeline Planner: A tool to help students plan their application timelines. - Counsellor Profile & Meeting Booking: A profile for counsellors with the ability to see student application profiles, and a booking form to schedule meetings. - AI Chatbot: An AI chatbot for answering common queries. - Admin Panels: Role-based admin panels for different access levels. - i...
...skilled developer to create advanced workflows between Zoho Creator and Zoho applications. Key Requirements: - Integrating Zoho Creator with Zoho applications - Implementing triggered actions based on specific events - Implementing custom scripts for complex workflows The ideal candidate should have: - Proven experience in Zoho Creator development - Strong understanding of Zoho applications such as CRM, Books, and Invoice - Proficiency in creating complex workflows and custom scripts - Ability to understand business processes and translate them into effective automation Please include examples of similar projects you've worked on. I have two questionaire forms created on zoho creator, each of this form whn submitted will generate a chart result based on the...
We are a growing web development company looking to expand our client base. We need an experienced Business Development Specialist to help us acquire new clients from scratch. If you have a proven track record in lead generation, client acquisition, and sales in the web development industry, we want to hear from you! Responsibilities: Develop and implement strategies to attract new clients for our web development services. Identify potential leads and convert them into clients. Build and maintain relationships with clients to ensure long-term partnerships. Conduct market research to identify new business opportunities. Create and deliver compelling presentations and proposals to prospective clients. Collaborate with our marketing team t...
I'm looking for a skilled developer to create a Flask-based website connected with mysql. This website will be primarily for my personal development. Key Features: - Email Verification otp on login A simple website for our team to use with login option and it should have following features A form to manually update my database A search page to search in my database (For example :- for a student databases a page to add all the details of a new student manully and a page to search for students based on same criteria which shows the result in a table form) My budget is around 2000- 2500 rs Ideal Skills: - Strong experience with Flask: You should have a proven track record of developing websites using Flask. - User Authentication Ex...
...committed to delivering top-tier services to our clients. We are seeking a dynamic and driven Outbound Sales Representative to join our team. This individual will be responsible for the entire sales lifecycle, from marketing and lead generation to proposal creation and deal closure. The ideal candidate will have excellent English communication skills and be comfortable working in the US Eastern Standard Time zone. Key Responsibilities: Marketing and Lead Generation: Develop and implement outbound sales strategies to attract potential clients. Utilize various marketing channels, including email campaigns, social media, and cold calling, to generate leads. Identify and target key decision-makers in potential client organizations. Lead Qualifica...
Bliz Beats Music, LLC, a music production company located in southern California, is looking to offload high-ticket sales of our custom music production service offerings (to serious artists looking to take their careers to the next level) to an experienced individual or team of high-ticket closers. Because their business does not solely focus on a single revenue stream, they cannot adapt the traditional sales funnel model from their homepage. Instead, their main website () segments the appropriate content based on the audience type. ___________________________________________ Their website visitor profiles are as follows: (1) Artists / Vocalists / Singer-Songwriters looking for exclusive licensing of high-quality custom instrumentals (either for a...
Looking for a seasoned professional to install Odoo Enterprise in Proxmox. The primary aim of this project is to streamline our operations. Key Project Requirements: - Installation: Install Odoo Enterprise in Proxmox - User Management: Setup and configure the system for less than 10 users - Module Configuration: If needed, configure the system with Odoo modules for Sales and CRM, Inventory and MRP, and Accounting and Finance Ideal Freelancer: - Extensive experience in installing and configuring Odoo Enterprise - Familiarity with Proxmox - Proficiency in setting up user management systems - Experience with Odoo modules is a plus - Ability to adhere to timelines and deliver excellent results
I need an OpenScad expert to create a 3D model for me. It's intended for 3D printing, so the final output should be ready for this purpose. NEED IT DONE IN AROUND 12 HOURS
...need a skilled developer to create a custom CRM system for Windows. The CRM should have the following features: - Contact Management: The system should allow me to store, organize, and update contact information. - Sales Tracking: It should help me track sales, sales targets, and performance metrics. - Task Management: The CRM should have a task manager where I can assign tasks and track their progress. Compatibility with Windows is a must. And data security is a priority; the CRM should have role-based access control to ensure only authorized personnel can view and manipulate sensitive data. Ideal skills for this project include experience in Windows software development, CRM system design, and data security management. Strong...
...of the website. • Please send your price quotations with detail of language/tools you will use and the timeframe you will need to complete this project. Functionalities to build: • Book meeting function that automatically check calendars of team members and shows available slots to external users to make booking with our experts - Admin can sync several calendars (of team member/experts) to one calendar booking form and the form will show availability for all the hours any of the linked expert calendars show available time. • Blog section - All type of Users can read, like, share on multiple social media platforms, and add comments on posts (only logged in user), - Admin: content creators can login to write and publish bl...
...professional to integrate Email Marketing and Customer Support Apps with my current CRM. The key functionalities I'm looking to integrate are conversational, SMS and funnel app. Key Responsibilities: - Integrate Email Marketing features like Email Campaigns and Templates seamlessly into the current CRM system. - Integrate Customer Support functionalities to enable efficient Ticket Management within the CRM. The specific apps to be integrated should include: - Chatbot: Implement an interactive chatbot within the CRM to enhance customer engagement and support. - Text Messaging: Enable SMS sending and receiving integrated within the system. - Sales Funnel: Incorporate a sales funnel feature to streamline lead nurt...
...knack for making informative how-to/tutorial videos or are you more interest in comparing videos? If so, we have an amazing opportunity for you to join our team and showcase your talents on our established YouTube channel. We're looking for individuals who can create engaging step-by-step tutorials for software, apps, and email marketing tools. Please note, these are not animated explainer videos; we require screen recordings. Requirements: - Proficiency in English (native speakers preferred) - Willingness to record your phone/computer screen, along with your voice - Ability to explain concepts clearly and concisely - Access to a high-quality microphone I'm looking for someone that: - That's able to work with deadlines ...
...looking to integrate WhatsApp into our existing CRM solution under our B2B product, my customer will setup their whatsapp business account under our platform like wati. This will be used for customer messaging and campaign management. Check our platform and let me know, how should we provide this feature to customers to make their life easy so they can have whatsapp all conversation at one place. Key Features and Functionality: - Ability to create and send WhatsApp messages from our CRM platform - Conversations and message history should be recorded and displayed within individual records on the CRM - Complete tracking and reporting capabilities including message delivery status Specific Requirements: - Integration of WhatsA...
I'm looking for a professional who can help me generate contact information (name, email,...email, and phone) for leads suitable for my direct email marketing campaign. Key Responsibilities: - Develop a robust strategy to identify and collate data from various sources. - Ensure the data is accurate and up-to-date. - Organize and present the data in an Excel spreadsheet format. Ideal Skills: - Experience in sales lead generation. - Proficiency in using data collection tools. - Strong analytical and organization skills. - Knowledge of email marketing best practices. Experience in direct email marketing or a CRM system would be a bonus. The successful candidate will be meticulous and detailed-oriented, with the ability to deliver high-quality, targeted le...
I'm looking for an expert to help configure different tools with AI to streamline and automate crucial processes at my marketing agency. - **Tools**: The project involves configuring AI with our CRM system, email marketing platform, social media management tool, ChatGPT, Google Workspace, and Notion. - **Processes**: I'm particularly interested in automating lead generation, email campaigns, social media scheduling, customer support, and project management. - **Lead Generation Automation**: For lead generation specifically, I envision the integration of AI through both AI-powered chatbots and automated lead scoring. Ideal skills and experience for this project include a deep understanding of AI technologies, advanced knowledge of the specified tools, and...
...lightweight CRM application for managing FTP data transfer on Windows and Mac. The app should be around 1.90 kb in size. Here's what I'm looking for: - **File Transfer Tracking**: The app needs to provide real-time updates on the progress of file transfers. It should also maintain logs of completed transfers and notify me of any failed transfers. - **Contact Management**: A key feature of the CRM should be its ability to manage contacts. I should be able to add, edit, and delete contacts. These contacts should be organized into categories or groups. Additionally, I should be able to search and filter contacts based on specific criteria. - **Activity Logging**: The app should have a feature for activity logging. It should record order ...
- Merging Persons Records on a Single Table - Fixing some bugs - Displaying "merge company" interface instead of the expected "merge person" interface - Merging Persons Records on a Single Table - Displaying the listed fields on merge person CRM section - Add a "Date-Added" field to CRM records for FirstPrint project. - Update image on CRM Instruction page for FirstinPrint project - Update the Input field and other Issues in the FirstinPrint project
I am looking to enhance our existing Salesforce Journey Builder with advanced features such as email automation, personalized messaging, and customer journey mapping. The system will primarily target Business-to-Consumer (B2C) audience. The successful freelancer should have proven experience in Salesforce CRM integration with Journey Builder. Where possible, the freelancer should: - Enhance the email automation system for effciency - Develop personalized messaging to engage our consumer base - Implement customer journey mapping features to better understand our users’ experiences Skills and Experience needed: - Experience working with Salesforce Journey Builder - Expertise in CRM integration - Understanding of both the email automation p...
I'm in need of a skilled developer to create a Microsoft Outlook plugin that will enable me to upload the email body to my CRM system. or similar
...everyone, I am looking for a freelancer who is able to help me with a Magento 1 task. I got a template: ‘’Porto theme’’ and I can’t find out how to build / structure pages properly. The manual is not sufficient for me. How can I integrate the page structure of a demo (home)page for example? The automatic function is not working for some reason. I have contacted the developers: ‘’P-themes’’ and they suggested to go into the folder: ‘’app/code/local/Smartwave/Porto/etc/import’’ on the server, but from there I don’t know how to integrate these (short)codes on the page properly. Hope you can help me integrate it and explain how to build a page ...
...everyone, I am looking for a freelancer who is able to help me with a Magento 1 task. I got a template: ‘’Porto theme’’ and I can’t find out how to build / structure pages properly. The manual is not sufficient for me. How can I integrate the page structure of a demo (home)page for example? The automatic function is not working for some reason. I have contacted the developers: ‘’P-themes’’ and they suggested to go into the folder: ‘’app/code/local/Smartwave/Porto/etc/import’’ on the server, but from there I don’t know how to integrate these (short)codes on the page properly. Hope you can help me integrate it and explain how to build a page ...
...want you to join our dynamic marketing agency team! Responsibilities: Identify and generate leads through various channels, including online research, social media, and industry events. Qualify leads to ensure they meet our target client criteria. Reach out to potential clients via email, phone calls, and social media to introduce our marketing services. Schedule meetings between qualified leads and our team. Maintain accurate records of leads and interactions in our CRM system. Collaborate with our marketing and sales teams to develop effective lead generation strategies. Requirements: Proven experience in lead generation and appointment setting. Excellent communication and interpersonal skills. Strong research skills and the ability to...
I'm looking for a custom add-on for Perfex CRM. The add-on shall generate a graph that can be filtered by personnel and date. Key requirements include: - Display data: The graph should show the number of opportunities. - Chart style: The preferred style is a line chart. - Filtering: The graph should be filtered based on selected personnel and date ranges. Ideal skills for this project include familiarity with Perfex CRM, strong PHP and MySQL experience, as well as an understanding of charting libraries for graph representation. A professional who can work efficiently and deliver a user-friendly, visually appealing solution will be highly appreciated. There is a ready-made page similar to our needs in Perfex CRM. I just want it to...
I am lookin...Features: - Inventory Management: As my inventory size is large (over 500 products), the system should be able to efficiently track and manage stock levels, reorder points, and provide alerts for low stock. - Customer Support and Communication: The system should include a CRM module that will help me automate my customer support processes. This includes tracking interactions with customers and managing communication effectively. Ideal Skills: - Software Development: Proficient in developing customized software applications that are scalable and can handle a large volume of data. - Automation: Experience in creating automation scripts and systems to optimize business processes. - CRM Development: Knowledge in developing Customer Relationship Mana...
...a seasoned WordPress developer with experience in affiliate marketing website development and customizations. I aim to have the Rehub theme fully utilized with necessary plugins and the following customizations: - Custom product grid and filter design: The product grid and filter are pivotal in the user experience of the website. I require a unique grid and filter design to make my website stand out and provide a seamless experience to users. - Advanced filtering options: I need advanced filtering options implemented on the website to simplify the shopping experience for my visitors. - Single product page customization: The position of product attributes information needs to be altered. I am not looking for a simple color change or layout adjustment,...
we provided you Streamline Processes with Odoo CRM Expert
I'm attempting to leverage the power of Odoo CRM to streamline my business processes. My familiarity with Odoo CRM is basic, hence I need an expert consultant in this tool. This project requires the ability to: - Assess our current use of Odoo CRM and identify opportunities for enhancement - Suggest and implement strategies to streamline our business processes leveraging Odoo's capabilities - Train and support our team in better utilizing Odoo While I'm open to improvements in all areas, I've skipped specifying any particular functions in Odoo for the consultant to focus on. I'm depending on the expert to guide me. Ideal Skills and Experiences: - Proven track record in implementing and ...
Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.
...project is to boost our loan volume, and in order to achieve this, we need to work together to synergize and utilize technical tools effectively. Key requirements: - A solid background in the retail banking industry, with a specific emphasis on unsecured loans. - Proficiency in Customer Relationship Management (CRM) software. Your responsibilities will include: - Collaborating with our team to identify potential areas for growth in our unsecured loan business. - Utilizing your expertise and the technical tools at your disposal to help us increase our loan volume. In summary, we aim to benefit from your experience and technical know-how to grow our business. If you have a strong background in retail banking and ...
I need a professional to assist me in fully leveraging the power of Zoho CRM+. I require expertise in all modules of Zoho Sales & Zoho Desk, including but not limited to lead management, opportunity management, and sales forecasting. This project does not only involve setting up, but also includes guiding me on how to effectively operate these tools and functionalities in order to optimize my business operations. The ideal freelancer for this task: - Has comprehensive knowledge of and experience with Zoho CRM+ particularly in Zoho Sales & Zoho Desk. - Can provide insightful strategies for lead and opportunity management as well as sales forecasting. - Possesses strong communication skills to make sure I am able to ...
...can create a web-based calendar with a unique feature to allow my users admin to book dates. If a date is unavailable, the application should clearly indicate it. Calendar app **1. User Registration:** - Admin creates a new user by providing a username and password. - Store the user's credentials securely in a database, with password hashing and salting for security. -Allow user to make remember me so they don’t have to login each time. **2. User Login:** - User enters their username and password on the login page. - The system checks the provided credentials against the database records. - If the credentials are valid, the user is granted access to their account. **3. User Home Page:** - Upon successful login, the user have access ...
Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.
We're in search of an experienced and proactive Business Development Representative (BDR) to boost our cybersecurity services business. Your responsibilities will include identifying and finding new leads, as well as performing cold outreach via LinkedIn, Facebook, and Email. Key Qualifications: - I'm looking for someone with a fair understanding of the cybersecurity industry. - Your sales experience is crucial for converting these leads into real business opportunities. - Cold outreach skills are a must. You should be comfortable reaching out to potential clients in a non-intrusive but persuasive way. - Fluent English, strong communication and interpersonal skills. - Self-motivated and able to work independently. - Strong organizational and time management ...
We are a Chinese company, we need someone in India who has an Apple ID to test downloading, registering and using our APP, and the whole process should be recorded in a screenshot video.
I need a top-t...multiple sales hats. You'll need to handle cold calling, lead generation, and appointment scheduling. Target Market: Your focus will be on companies that specifically require shipping parcels across the world or within the USA. Skill Requirements: - Expertise in CRM systems - Proficiency in email marketing tools - Experience with Sales automation software Your task involves proactively reaching out to potential clients, generating leads and setting up appointments. A successful candidate should be able to navigate the complexities of selling to the specified industries and effectively utilize the various tools provided. This job is ideal for someone with strong sales, communication, and organization skills, ready to take...
...developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating systems smoothly and efficiently. - Urgency: Able ...
...custom database website that primarily serves as a customer relationship management (CRM) tool. In addition to the standard CRM functionalities, I'm looking for the following: - Expertise in complex Java and YAML scripting - Ability to create custom database scripts - Proficiency in API integration for seamless data transfer and communication - Prior experience in designing and implementing CRM front-end and back-end relations The most crucial aspect of this project for me is the user interface design and experience. I want a website that not only functions efficiently, but also looks and feels intuitive for users. I'm looking for someone who: - Is an advanced-level developer - Has a strong background in CRM development - Can demo...
I am seeking a talented architect/interior designer to conceptualize a small capacity (up to 50 people) e-sport arena. This space should be multi-purpose, with areas for table top and card games, "video game tables", as well as adaptable space for B2B events or co-working. Key project elements: - The e-sport gaming area is the central focus. - A comfortable and homey interior design style is preferred. - Despite the diverse usage, the space should flow naturally and cohesively. - Incorporate dining areas where players can eat while engaging in video games. - The design should be flexible to also accommodate B2B events or transform into a co-working environment when needed. Ideal candidates should have: - Prior experience in architectural design of gami...
I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.
Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.
I'm currently seeking a talented logo designer who can create a minimalist logo that will be used across my website, printed materials, and social media. The primary color scheme for the logo should be black and white. This is to ensure the logo is versatile and can be easily incorporated into various mediums. Experience in creating versatile, minimalist logos that can be used in a variety of digital and print formats is a plus. In summary, the requirements for this project are as follows: - A minimalist logo design - Suitable for website, printed materials and social media - Primary color scheme should be black and white
Project Title: AI Image Processing for User Face Image with Clothing Overlay I am looking for a freelancer who can utilize AI technology and image processing to create a single image that combines a user's face image with clothing overlay. The specific requirements for this project are as follows: AI Technology: - The freelancer should have expertise in image processing techniques to achieve the desired result. API Preferences: - There are no specific API preferences, and the freelancer can use their discretion in selecting the most suitable API for the task. Final Output: - The final output should be a single image that contains the user's face image with clothing overlay. - The clothing overlay should include a t-shirt from a second image and pants from...
...Strategies & Planning: - Conducting thorough market research and analysis to identify opportunities and risks. - Competitor analysis to develop strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strategy development, planning, and execution. - A strong background in sales team management. - Proficiency in CRM software, spreadsheets, a...
...English via video) to do some tasks for my agency, such as: Social media Content editing or creating CRM management Email marketing Writing an ebook 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. Attention to detail. Common sense. This job will part-time as a test period, after that it will be full-time. First, there is a task I’ll give as a test. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD (how many...
I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integ...
I'm in need of a professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our o...professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our onboarding process - Improve our lead generation process Key Tasks: - Develop and implement a strategy for CRM integration between HubSpot and Sheets - Optimise the use of HubSpot features with Sheets integration The ideal person for this task should have proven experience with HubSpot, excellent understanding of CRM systems, and an ability to streamline processes for optimal efficiency. Capability to troubleshoot and resolve any issues that may ari...
I'm looking for a skilled graphic designer who can adjust my logo to fit specific dimensions of 50.8mm (height) and 20mm (width) with high density, suitable for both print and digital use. The final version of the logo should be available in JPEG, PNG, SVG, and ai formats. Key Requirements: - Adjust the size of the logo to 50.8mm (height) and 20mm (width) while maintaining visual integrity and enhancing the density for crisp display. - Deliver the adjusted logo in high resolution, suitable for both print and digital use. - Provide the final logo in JPEG, PNG, SVG, and ai file formats. - Ensure the logo is visually appealing and professional, reflecting the original branding. Ideal skills and experience for this job include: - Proficient in graphic design ...
Need 2 hours tutoring. I have a wix website and I want to understand how to add and remove blogs on the wix website. please let me know the price for 2 hours tutoring.
