Migration crm vers jobs

We need a dedicated customer support telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires:...telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires: - A proven track record in customer support roles, ideally over the phone - Confidence and skill in handling all types of customer queries - Knowledge of CRM tools - Exceptional communication and problem-solving abilities - Experience with service-centric businesses...

WhatsApp CRM with Scheduling & Workflows I'm looking to create a WhatsApp CRM that incorporates a variety of features to improve our customer relations and team management. Key Features: - Scheduling Surveys: The system should support date availability checks, scheduling and booking confirmation via WhatsApp to our staff. Their responses should organise them into yes and no groups. This will help us automate repetitive tasks and sharing of information to groups of people. - CRM Management: I am an agent to film ans supply extras for background. This requires searching for certain character features of our staff. For example brown hair, 5"4 female. of male 6'2 blonde. I then send a availability check to work on certain dates and if they agree i send...

I need an experienced pro...from vtiger 5.4 to 8.1. Key Migration Aspects: - Contacts, Accounts, Opportunities: All these entities need to be accurately transferred to the new system. - Quotations, Invoices: The migration should also include these elements in order to maintain data integrity. - Products: The product information should be accurately moved to the new version. - Templates pdf4you: This customization should be maintained in the new version. Experience Requirement: Successful freelancers should have a proven track record in similar migration projects. Please include your past work experiences in your proposal. Customization Requirement: There is no need for any new features or customizations in the new version. The focus should be on a clean, accurate ...

I am in immediate need of a proficient UI/UX designer to help out our current fresher designer. We are looking for someone with experience in CRM designs. To meet my demands: 1. **Deep experience and skills in UI/UX Designing** is needed - compound with a creative eye for design, and an understanding of user engagement preferences. 2. **Superb with Figma** - having solid knowledge in Figma will be an added requiredto create visually appealing interfaces. 3. **Problem-solving skills** - a knack for understanding bottlenecks and creating suitable design solutions for UI/UX problems. 4. At least 3 years of design experience required. 5. Fluency in English is required. We need someone that can work about 20 hours per week available at least bewteen 13-18 IST. We need someone that ca...

Due to time and resource constraints, I need to migrate a component written in php (symphony) to Golang. The part on github relating to services towards the DB (MongoDb) and the new REST APIs (written in Golang) to access for interfacing is already active. The system will only have to execute queries on MongoDb (via Service) and render in twig template. The repository layer and service and repository are already developed in golang and will be provided. As well as indications on the function to be translated into golang. GIT access will be via wireguard VPN on the development environment

PLEASE READ PLEASE READ PLEASE READ PLEASE READ PLEASE READ - if you are going to submit some type of placeholders or generic not related designs, your entry will be reject right away. Do NOT place your bids with generic not related stuff, do NOT ask us to look at your portfolio. Screenshots; Company info, services and playground are few sections of the form - this is the form we need Sample...same of the bot configuration form. The form is a single HTML file and should remain like that. You must keep it clean and modern, you can look at our website and the contact us form (see screenshots attached). If you will provide design we like and have the right skills, you will be awarded the project, access will be provided to finalize the design. This form will be used as an iFrame in the ...

I'm in search of a proficient Sales development professional with a proven track record in Cold emailing and outbound campaigns. We are a remote bookkeeping firm targeting small business owners and CPA firms in the US We're looking for a superstar for Business Development and Linkedin outreach. You must be based in US. The job will consist of: - Reachin...generation. - Proficient in creating and managing outbound campaigns. - Proven track record in generating leads. - Deep understanding of B2B targeting. The ideal candidate should possess: - Strong communication and interpersonal skills. - A good understanding of Small Business landscape. - Ability to work autonomously to deadlines. - Strong analytical and problem-solving skills. - Familiarity with CRM software and le...

...- **Database Management:** - **Data Migration:** Safely transition existing data resources to our new system without loss. - **Performance Optimization:** Continuously monitor and tweak the database performance for speed and reliability. - **Security Enhancement:** Implement top-notch security practices to protect data integrity and privacy. - **Frontend Development:** Design and execute a frontend interface that is customizable, intuitive, and responsive to user needs. **Ideal Skills and Experiences:** - Strong expertise in PHP and CodeIgniter 4 framework. - Proven track record with API development and integration. - Solid understanding of database structures, theories, principles, and practices including hands-on experience in data migration, security practices...

Odoo expert needed Key responsibilities: - Establishing an effective CRM system that is tailored to my retail business needs. - Implementing a robust POS system that can efficiently manage sales, track performance, and generate reports. - Designing an inventory management system that optimizes stock levels and tracks movement. - Creating a customer management system that facilitates targeted marketing and customer relationship building. The platform for all these systems should be on-premises. Hence, the ideal candidate should be proficient with setting up on-premises solutions. If you have experience in a similar retail setup and can provide references, it would be a plus. Please bid only if you have prior experience in setting up these systems in a retail environment.

More details: What level of customization would you like to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Busine...to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Business Which of the following authentication systems do you want to be implemented in your saas software? Email/password-based Modules that needs to be developed: Website Builder - Websites can be created in 1 click based on the type of the businesses 2. CRM - Where the users can keep a track of all the customers at 1 place. 3. Ai Assistant 4. AI Blog Builder Note: For more details go through the attached doc for full feature and functionality...

Need Help Migrating My Wix Site to Wix Studio! Looking for a Wix expert to copy my existing 5-page Wix website and integrate it seamlessly into the new Wix Studio platform. Please DM me with your: - Pricing for this project. - Timing. - Wix Studio portfolio or website showcasing your skills. Offering possibility to work long term together on another projects on WIX if everything goes well. Price: 40-60 USD Thank you

I require a meticulous professional to help transfer text data from a series of printed documents into an Excel sheet. There's no special symbols or diagrams at all, just plain text. Ideal Skills and Experience: - Thorough understanding of Microsoft Excel - Attention to detail - Proven experience of working with printed documents - Excellent typing speed with the high level of accuracy The project needs to be completed accurately with consistency and timely manner.

...communication and negotiation skills. - Ability to work independently and manage multiple tasks effectively. - Proven track record of meeting and exceeding sales targets. - Self-motivated and result-oriented. - Flexibility to work on a commission-based or freelance basis. **Preferred Qualifications:** - Bachelor's degree in Business Administration, Marketing, or related field. - Experience with CRM software for managing sales processes. - Knowledge of different sales techniques and strategies. - Ability to adapt to a fast-paced and dynamic work environment. **Benefits:** - Flexible work schedule. - Opportunity for unlimited earning potential based on sales performance. - Chance to work with a dynamic team and innovative software solutions. - Room for growth and advancement...

...need help with a few tasks related to my WordPress site. - Customizing the Jetpack CRM plugin: I need assistance in making the plugin more tailored to my specific requirements. - Transactions duplication: I am looking for an expert who can duplicate the 'Transactions' section of the CRM. This new section should be identical to the original in terms of functionality, but with a different name - "serial numbers". - Client portal enhancement: I want to add an extra tab to the client portal. This tab should contain the newly created "serial numbers" section. Ideal Skills and Experience: - Proficiency in WordPress and experience working with the Jetpack CRM plugin - Strong understanding of WooCommerce and CRM systems - Custom deve...

We are looking for freelancer Azure Architect with migration and infra side experience. Please share your experience and the projects you worked in your bid only. USA work timings

...and Database copying to new server and testing that it function OK I am in need of a specialist with broad experience in WordPress platform to move my website from its current location to a Virtual Private Server (VPS). Requirements: - Comprehensive knowledge of WordPress site architecture and components. - Extensive experience in website server migration, particularly to VPS hosting. - Ability to ensure that no data is lost during the migration process. - Skilled in backup creation and restoration. - Familiarity with DNS and IP configurations for the new server. The task must be completed with minimal downtime and no loss of data/functionality. Please note, information about specific plugins or themes was not provided, so assume a standard WordPress setup. If you th...

I'm looking for a versatile web developer to craft a robust, user-friendly website for my business. The primary objective is to enhance the customer experience through a streamlined product life cycle management and CRM system. Key Features: - Seamless Customer Registration and Login: A simple, secure, and efficient method for customers to sign up and log in. - Intuitive Product Catalog and Description: A well-organized and informative product catalog that displays detailed descriptions to help customers make informed purchase decisions. - Comprehensive Order Tracking and History: A user-friendly interface that allows customers to easily track their orders and view their order history. Design Preferences: - Minimalistic and Clean: I aim for a design that is clean, clutter-fre...

...interactions and progress in our CRM system. -Provide regular updates on outreach activities and progress to the management team. -Continuously learn about our industry, products, and competitors to enhance sales pitches and approaches. Requirements:- -We prioritize hiring Indian candidates for this job position. -Proven experience in sales, business development, or a related field. -Strong communication and interpersonal skills, with the ability to build rapport quickly. -Excellent negotiation and persuasion abilities. -Self-motivated and results-oriented, with a proactive approach to achieving targets. -Ability to work independently and manage time effectively in a remote setting. -Proficiency in both written and spoken German and English. -Familiarity with CRM softwa...

I'm seeking a skilled developer to help me deploy ChatGpt model for Customer Support Automation. Key specifics include: - Application Audience: The target audience for this app is primarily businesses. It's crucial that the developer understands this specific user base and can ensure the app is tailored to their needs. - Primary Fun...even sentiment analysis. The ideal candidate should have experience in developing and implementing such functionalities. - Deployment: The ultimate goal is to get this app up and running, so deployment knowledge is essential. Experience in deploying ChatGpt-based Model In summary, I'm looking for a developer who is not only proficient in ChatGpt but also understands the business landscape and CRM systems, and has a proven track recor...

As a part of our website's live chat feature, I'm s...Salesiq widget specifically for the chat interface - Implementing the capability to receive and update data in the chat interface using form controller - Integration with Zoho CRM and Zoho Creator Ideal Skills and Experience: - Proficiency in Zoho Salesiq and Zoho Creator - Strong experience in widget development for chat interfaces - Familiarity with Zoho CRM and its integration methodologies - Ability to handle data transfer and update processes within the chat interface Your role will be crucial in ensuring that our live chat function is not only seamlessly integrated into our website but also synchronized with our Zoho CRM and Creator systems. If you have the experience and skills required for this p...

I need a professional to help me move my Google Workspace from a third party to a direct Google domain. - Current Plan: Business Starter - Key Features: Primarily relying on Email, Drive storage, and Calendar - User Accounts: Between 11 and 50 Ideal Freelancer: - Proficient in Google Workspace management - Experienced in domain migration - Familiar with preserving data integrity - Good at minimizing downtime for users I need to ensure a smooth transition without data loss. Please include your experience and approach in your bid.

I'm in need of a lead generation expert, specifically someone with a background in the digital agency industry. Your main objective will be to increase our customer's website traffic, generate more qualified leads, and ultimately boost our sales conversions. Leads will go to our Ai-MS. Ai-Marketing System - we heavily rely on GHL's CRM for workflow & funnels. Knowledge of GHL is not required, but very beneficial to the candidate. Key Responsibilities: - Utilize your expertise in PPC and META to deliver high-quality leads for our clients - Implement strategies that are in compliance with HIPAA standards for our Tele-Health & Clinic Wellness centers. Ideal Skills and Experience: - Proven track record in lead generation, preferably within the digital agenc...

Seeking a skilled professional who can help finish up the set-up of Zoho CRM for my organization. We are using Zoho CRM to manage the patients who want to seek second medical opinion from expert doctors in India . This is the ideal workflow that we want to implement 1. Patient submits basic information like name, email, and location via Zoho Forms 2. The information is saved to Zoho CRM 3. The Patient is sent an invite to the portal 4. The patient sets up their account. The patient can view their treatment progress and edit their details. For the treatment progress, it needs to look like a timeline or steps that display this user journey. Something like this: 5. The patient is given an option to book a call. They must submit

I need a specialist to develop an AI-powered chatbot for my organization. The chatbot should enhance our customer service by performing the following: - Answering customer inquiries and maintaining conversations. - Effective integration with our current CRM system and WhatsApp. As for language capabilities, the chatbot should support both Hebrew and Russian. Cross-platform functionality and ease of use are vital, as well as a seamless user interface. Good command of these languages and solid experience in chatbot programming are the key skills I'm looking for in the ideal candidate.

I'm in need of a lead generation expert, specifically someone with a background in the digital agency industry. Your main objective will be to increase our customer's website traffic, generate more qualified leads, and ultimately boost our sales conversions. Leads will go to our Ai-MS. Ai-Marketing System - we heavily rely on GHL's CRM for workflow & funnels. Knowledge of GHL is not required, but very beneficial to the candidate. Key Responsibilities: - Utilize your expertise in PPC and META to deliver high-quality leads for our clients - Implement strategies that are in compliance with HIPAA standards for our Tele-Health & Clinic Wellness centers. Ideal Skills and Experience: - Proven track record in lead generation, preferably within the digital agenc...

...social media settings and digital door knocking, be extremely fluent in English, and align well with Scott’s personality and communication style. This full-time position offers the opportunity to impact millions of families through Dinner Table's innovative banking and education services. The company values growth, learning, and a community-driven culture. Additional skills in DM automation and CRM platforms like Go High Level are advantageous. Interested candidates must fill out a qualification form to proceed with their application. The position promises extensive training, continuous learning opportunities, internal growth, and a commission-based compensation for successful deals. For a detailed guide on how to apply and what to expect during the application proc...

..., a leader in HVAC solutions based in Tempe, Arizona. This position requires a proactive, creative, and analytical professional who is committed to driving our marketing strategies forward and helping us expand our residential services. The ideal candidate will be a strategic thinker with expertise in SEO, Google Ads, social media marketing, content creation, email marketing, and CRM integration. Who We're Looking For: Results-Oriented: - Focused on achieving tangible results in the form of increased customer inquiries and service bookings. Communication Skills: - Excellent command of the English language, with the ability to craft clear and effective messages tailored to diverse audiences. Team Interaction and Communication: - Engage in daily meetings to discuss ongoi...

1) Amazon Cloud Server: The ecommerce website will be hosted on Amazon Web Services (AWS) servers, providing a scalable and reliable infrastructure. 2) Arabic Website: The website will be in the Arabic language, including Arabic text, and may include right-to-left (RTL) layout adjustments. 3). Feature to Create Landing Pages: Admin can create a promotion landing page, and can upload ...blacklisting and whitelisting. 7). Support Google/Meta/Snapchat/TikTok Pixels: Integration with various tracking pixels (Google, Meta/Facebook, Snapchat, TikTok) for marketing and analytics purposes. 8). Support WhatsApp Messages or SMS After Purchase: Enabling communication with customers through WhatsApp messages or SMS after they complete a purchase. 9). Express Checkout Form. 10). Integration with Zoho ...

I'm looking to move our current website into GoHighLevel for a comprehensive streamlining of our marketing efforts, lead generation, etc. A keen eye for lead generation is essential: - Contact forms, product/service pages, and blog posts need careful handling as they are pivotal for our leads. Two Pages need re-design and Payment Integration (woo-commerce) The blog page needs a redesign - A MUST skill would be expertise in GoHighLevel.

...meeting or exceeding targets. Excellent communication and negotiation skills, with the ability to build rapport and persuade customers effectively. Self-motivated and results-driven, with a passion for driving sales and earning bonuses. Strong organizational skills and attention to detail, with the ability to manage multiple leads and opportunities simultaneously. Tech-savvy, with proficiency in CRM software and sales tools to track and manage leads effectively. ? Unlimited Bonus Opportunity: For every customer who uses your unique code to purchase our service, you'll earn a $10 bonus. And the best part? There's no limit to how much you can earn! The more sales you close, the more bonuses you'll receive. ? What You'll Get: Competitive base salary plus unli...

...- Specifically integrate Amazon SP-API's data retrieval functionality for reporting Ideal freelancer should have: - Exceptional skill in C# programming - Extensive experience with Amazon SP-API and its data retrieval functions - Proven track record in similar migrations Please bear in mind that the source code for the C# app is available. This should facilitate an effective and efficient migration process. Project Details $250.00 – 750.00 USD I urgently need a professional who can swiftly port my existing C# inventory management application to Amazon's new SP-API from MWS. The specifics of the inventory management flow are not strictly defined, offering you a degree of flexibility in your approach. However, although coding expertise and familiarity with C# an...

i need unity backend developer that experience with node.js and mongodb to the migration from aws server to vps server

We're in search of a skilled writer to join our team and take charge of creating compelling blog articles. If you have a solid grasp of SaaS, CRM (Customer Relationship Management), sales, customer relations, project management, and business management, along with proven experience in SEO writing, we want to hear from you

I am looking to interview professionals in Germany with a non-EU migration background regarding why they switch from regular employment into the freelancer sphere. My goal is to gain a better understanding of their experiences with online platforms. The findings of this study will be used to improve user experiences. More information on the project can be found here: - Interview & Research Scope: The questions will be focused primarily on the personal experiences of professionals making the transition to freelancing and their interaction with online platforms. - Desirable Skills: Excellent communication skills and previous experience of regular employment in Germany. - Time Frame: Must be available as soon as possible to take part in the interview

...content pages. To give some context, the primary objective of this migration project is to enhance the functionality of the website. An ideal candidate should be well-versed in enhancing user experience and updating design aesthetics. Your role will be pivotal in ensuring that the new template not only preserves the existing features but also improves the functionality. The key difference I'm aiming for in the new site is faster loading times. This means that you should be able to optimize the site's performance and ensure that the migration process doesn't compromise its speed. Ideal Skills and Experience: - Proficiency in .NET development - Strong understanding of JSON, MS SQL, AJAX, and HTML - Prior experience in website migration projects - Abi...

I'm seeking a skilled professional for the setup of a WebDialer recording sy...to handle both inbound and outbound calls. The primary purpose of this system is for quality assurance, training, and compliance monitoring purposes. Experience in integrating with Customer Relationship Management systems (CRMs) is a must. Preferred Qualifications: - Familiarity with call recording systems - Proven ability in the setup of WebDialer systems - Ability to integrate systems with a CRM - Strong knowledge of compliance monitoring - Proven record in quality assurance Remember, the successful implementation of this project will ultimately help improve our services, aid in employee training, and ensure compliance with relevant regulations. Your expertise will go a long way towards achievi...

We are seeking a meticulous and experienced developer who has exceptional automation, database management, and web solution skills. Project description: A toolprogram that will copy information from Zoho CRM and autofill the DS-160 form after passing the Captcha. Most likely, autofill needs to have an open API and be able to fill in pre-copied information on the site. Important: This tool can be developed as a browser extension! Description of the process (presumably): The manager copies the information from the Zoho SRM system, inserts this information into the tool/service that you will develop. Next, the manager opens the website , goes through the captcha and turns on the service, which will fill out the entire form with the information taken

It is necessary finish a project managemet application made in laravel. The change are: - make some change regard the flow, the links, the design, the ecommerce and report; - It is necessary experience in query, report charts, pivot builder and Business intelligence to change the reports that must have good design, many filter and cross. the charts must have drill down. Please answer only if have experiences in project management software and pivot-query-busienss intellegence. And show my the url of similar job made.

...office supplies. Integration Requirements: Extensive experience integrating ERPNext with VOIP systems and financial management applications. Proven capability to handle complex data flows and ensure system reliability. Project Deliverables: A fully customized ERPNext setup meeting all the specified functionalities. Successful integration with VOIP and Lexoffice. Secure data migration from existing systems. Comprehensive training for our staff to ensure smooth transition and operation. Dedicated support and maintenance post-implementation. Vendor Requirements: Proven Experience: Bidders must provide examples of previous ERPNext projects, especially those involving integrations with VOIP and financial systems. References from past clients shoul...

I need a skilled web developer with solid experience in website migration. The project entails migrating 40 different websites to new hosting. The following are the specifics: - There are 40 websites to be transferred. Each one of these websites is currently running on a different platform. - The work includes all necessary steps for migration, which means backing up all site data, moving the site, configuring the website on the new host, and testing each site after migration. - Minimize downtime during transition. All sites must be fully functional on the new host. Ideal skills: - Extensive experience in website migration across different platforms - Detail-oriented to ensure complete data transfer - Able to work timely and efficiently to minimize site do...

No automated bids - O...responsibilities would include further development and enhancement of an existing CRM system. - Creating new features: The CRM system is in need of innovation. We're looking for fresh, practical features that can enhance its functionality significantly. - Bug fixing: The existing CRM has some issues that need to be ironed out. - Enhancing the UI: The redesign must improve both its visual appeal and usability. - Proven skills in developing microservices, fixing bugs, and improving user interfaces - An innovative mindset when it comes to feature creation Understanding the nature of CRM systems and a knack for creating intuitive, user-friendly designs would be advantageous. The objective is to fine-tune our CRM system to boost i...

I'm in need of a talented Hubspot CRM specialist. My aim is to flawlessly integrate the contacts and all necessary details from my landing page into Hubspot. Primary same tasks include but aren't limited to: - Setting up the integration so that all the basic information such as name, email, and phone number from a landing page's visitor will be effectively and accurately transferred into Hubspot. - In addition, they need to be able to configure the system for capturing custom information, specific to my business industry. - Expertise should be demonstrated in the implementation of Hubspot's appointment scheduling and commission calculation facets. The ideal freelancer should have demonstrable experience in Hubspot CRM integration and should be detail-...

I am a beginning Go High Level user in need of an expert to guide me in Automation setup, Sales funnel design, and CRM management through live video calls. Key objectives: - Provide detailed guidance on Go High Level's Automation setup features, ensuring I can leverage them effectively for my business needs. - Help me optimize my Sales funnel design within the platform, including the sequencing and layout, to enhance user experience and drive conversions. - Enhance my skill in CRM management using Go High Level, such as effective lead tracking, customer interaction, and data management to maximize the platform's capabilities. Ideal candidates will have: - Demonstrable expertise and experience using Go High Level, ideally in a teaching or mentoring capacity. - Str...

...verification on all three but my Dmarc reports are coming back as failed. I am a novice and realize I need help with this. Key Requirements: - Expertise in email deliverability: I need a professional who can accurately diagnose and rectify the problem. - Gmail/Outlook Knowledge: Familiarity with Outlook/Gmail interface and settings is helpful as it's used when sending from outside our CRM. Familiarity with Zoho CRM a plus but not required. Ideal Skills and Experience: - Proven track record in successfully improving email deliverability. - In-depth understanding of SPF, DKIM, DMARC implementation. - Specific experience with deliverability issues when sending from Gmail and outlook. - Strong troubleshooting and problem-solving skills. Your role would i...

...BigCommerce developer to complete the migration of my Magento site. The majority of the site's structure is already in place, but your key role would be to develop: - Configurable Products - Bundle Products Additionally, my BigCommerce store needs to have Product Customization Options added. The desired feature for customization is: - Choice-based customizations: drop-downs or radio buttons Ideal candidates will have a deep understanding of different product types and how to effectively implement them within BigCommerce. Understanding of choice-based customization options is a must for this role. Our product options have cascading drop down selections that are dependent on previous selections. There are also other tasks that will be required to complete the migration...

...calculator, and digital signing capabilities. It would require a login to access and would have unlimited logins. It would mainly be information porting from one platform to the other. • Integration with Hawksoft CMS: To facilitate seamless data transfer related to client information and documents. • User Interface Design: To amalgamate Hawksoft CMS, Marketing 360 CRM, and a custom calculator into a cohesive agent interface. • Marketing 360 CRM Integration: For fetching and updating customer details efficiently. • Payment Schedule and Interest Rate Calculator: Integrated within the interface to enhance usability. • Secure Document Signing: Automating the population and processing of documents using integrated data. • Website Integration: To p...

As your client, I'm looking for an Excel VBA expert who can make my daily processes more efficient by creating an automated reporting sol...Design and implementation of a VBA macro in Excel to automate the generation of cost summary reports. - The automated reports should be populated by data from four different worksheets, namely Worksheet 1, Worksheet 2, Worksheet 3, and Worksheet 4. Ideal Skills and Experience: - Excel VBA Programming - Experience with automated reporting - Understanding of data manipulation in Excel. -Possible migration of Cost Summary data to Word contract. In your proposal, please share samples of previous automated reporting projects done with Excel VBA. Commitment to delivering high quality and defect-free output is imperative. Looking forward to he...

I'm seeking an expert to merge and de-dupe around 700 account / contact records to enable us to obtain a clear deduped prospecting list to be uploaded into a CRM like HubSpot. The records will need to be deduped using a specific criteria to ensure that all unique information is kept for each account. The list is currently in Excel/CSV file format. Each contact record encapsulates around 10 key fields: Customer type and association, Store Name, Contact Name, Email, Phone, Mobile, Email, Address, Job Title and notes. Ideal Skills and Experience: - Proficiency in Excel and other spreadsheet tools - Experience with data cleansing and deduplication - Attention to detail and accuracy - Experience with handling sensitive data securely Tasks Involved: - Merging duplicate contacts (b...

CRM WebApp Project: We need CRM with Wordpress can be Elementor and theme, please see the links, read well, before you bide, make your best offer, I will choose the best offer price and deadline video: Client page: If we enter email or a phone that already exists it show immediately the number of CRM and the lead us to the CRM number CRMxxx We have many Tasks by numbers: T1 …….. To T35 For each task we can set up date, hour and the way to be done, in main page and by email we will receive alert for task that need to be done with number of task, number of CRM (client number) and the way that need to be done (W, Emai, SMS, Tel, Phone call, …). When we set up the task we can see it as the task is SET UP Some of the task must be

I'm seeking a skilled freelancer to integrate and customize the Bitrix24 CRM platform for my business. Your task would encompass three main areas: 1. Contact Management: Streamline and automate how we track, manage, and interact with our contacts. 2. Sales Pipeline Tracking: Develop an efficient tracking system to provide clear visibility into the movement of deals through the sales pipeline. 3. Task Management: A system where tasks can be created, allocated, monitored, and completed efficiently should be put in the system. This would aid in team coordination and ensure accountability. Additionally, a customized calendar that syncs with these functionalities is crucial for our business operation. The CRM will be used by 11-50 users, so it should be user-friendly a...