Sugar crm accounting jobs

I am seeking an experienced designer for minimalism to breathe new life into our e-commerce business logo and favicon. Here's a bit about what we're looking for: logo should be creative Company name : Foodvanderbd Company tagline : Hand made products Products : jeggery, oil, brown sugar , puff rice etc.. Theme: organic Color: color should be green or will be adjust with green Need file: - Color: Embrace the color green in the logo redesign. I'm open to different shades and combinations, as long as at least one version of green is prominent. - Style: While we're aiming for a minimalistic look, it should still be captivating and align with our e-commerce brand identity. - Imagery: The logo should incorporate abstract shapes, relevant product imagery...

Hi Tahir I., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

I need a competent and versatile real estate assistant for my daily operations. The ideal candidate should be well-versed with: - Property research: identifying potential properties and analyzing market trends - Email management: handling responses, setting up schedules, and ensuring seamless communication - KVCORE CRM set up: establishing, managing and tracking the system's effectiveness - Creating marketing materials using Adobe Illustrator: crafting unique and compelling visuals for both buyers and sellers - Drafting letters: articulating well written communications for potential clients - Calendar management: creating and managing tasks for effectiveness I require daily communication and updates throughout this project to ensure optimal workflow and results. Experience ...

I am in need of a real estate executive assistant who is equipped with a versatile skill set, particularly in marketing and advertising. The perfect candidate should be able to: - Create engaging marketing materials and lette...communication with clients, the ideal individual should be comfortable: - Initiating and receiving phone calls. - Sending out emails in professional language, tone and precision. The necessary technical skills required for this position are: - Proficiency in the use of Microsoft Office tools, particularly Word, Excel and PowerPoint. - Knowledge of a Customer Relationship Management (CRM) software. Experience in using KVCORE CRM is a plus. Strong marketing, communications, and technical skills are essential. Experience in real estate marketing wo...

I'm looking for a seasoned sales closer who is experienced in the services industry. This position is all about cold calling and closing sales over the phone, with a focus on selling call answering services. Description: Job type: Part-Time Responsibi...client needs and persuade effectively. 3. Confidence in handling objections and navigating complex sales scenarios with persuasive techniques. 4. Strong understanding of call answering industry products/services. 5. Ability to work independently and as part of a collaborative team. 6. Results-driven mindset with a focus on achieving and exceeding sales targets. 7. Familiarity with CRM software and sales tools. Pay: Hourly rate + Commissions. Schedule: Flexible between 9 to 6 p.m. Eastern time (Minimum 2 hours/d...

I need a seasoned accounting professional with a solid background in filing tax returns. Tasks include: - Assessing and handling my tax filings with a major income source from salary. - Guidance on making the appropriate declarations is also needed, as I am not quite certain about any tax-saving investments I may have. The ideal freelancer for this task will be a qualified Chartered Accountant with key skills in tax management, accounting, and finance. Your experience dealing with salary-based incomes and knowledge of possible tax-saving investments plays a critical role. Please make sure you are certified and comfortable with the regulations in place.

Looking for a knowledgeable professional to perform cleanup on my PostgreSQL database of our CRM Odoo app. We can also provide an MS Excel dump. The issue at hand is mainly with outdated stale data or duplicated data (mainly due to data entry errors) from about 25k records. I am predominantly requiring: - Verification of all current data & update it, if needed -Records to be deleted need to be replaced with new good entries from industry - Ensuring no important data is lost - returned data will be importable (maintain original format) -Returned data may have <2% of questionable entries. We shall rely on your expertise to perform the work as rapidly, accurately & reliably as possible. Exported data will be provided to successful person only & NDA will need to be sign...

I'm in need of a CRM expert who can help me manage my sales pipeline and customer contacts, as well as lead generation. My customer base is small, under 1000, but I want to be sure that we are leveraging all of the potential within this group. The ideal person for this project will have: - Knowledge and expertise in popular CRM applications like hubspot, pipedrive, salesforce, etc - Experience in sales pipeline management - Skill in customer contact management - A proven track record in lead generation - Familiarity with reporting and analytics to track and measure success Your role will be to maximize our customer relationships and help us get the most out of every single lead. If you're an expert in CRM and are ready to roll up your sleeves, let's ...

I'm in need of an accounting expert to compile three types of financial statements - a Balance Sheet, an Income Statement, and a Cash Flow Statement. I have all the necessary financial data and records readily available for you to use. Here's what you'll need to do: • Compile a Balance Sheet • Compile an Income Statement • Compile a Cash Flow Statement Please adhere completely to the Generally Accepted Accounting Principles (GAAP) during the compilation process. I'm not looking for calculated guesses or estimates; accuracy and diligence are paramount. Since the financial activity for the year consists of a single deposit into one bank account, the process should be quick. We also need a report of the compilation by a CPA on t...

As a business owner, I am seeking a skilled bookkeeper to manage a critical aspect of my flourishing business's accounting routine. With an annual turnover of between $100,000 and $500,000, it's vital to have a professional handling these tasks. Key Responsibilities: - Primarily, the bookkeeper's role will concentrate on financial reporting. Specifically, your principal task will be preparing and reviewing profit and loss statements. - This will be a regular commitment as I will require these reports to be generated monthly. Ideal Skills & Experience: - It is essential for candidates to possess robust knowledge of income and expenditure tracking since this feeds into the profit and loss statement. - Aptitude in budgeting and forecasting will also be valuable e...

In search of a skilled logo designer who specializes in accounting and financial business logo creation. The ideal product would be sleek, simple, and professional, reflecting the essence of a modern tax accounting firm. Key Requirements: - Primary colors: Blue, Black, White (honestly all or none of those is fine) - No specific symbols required, however, creativity in representing the tax accounting field is encouraged. - The typography needs to be modern, simple, geometric, and clear. - Company is called Intentional Living CPA and we focus on small businesses and small real estate clients. Experience in corporate logo design, especially for the financial sector, would be highly valued. Understanding of best branding practices and color psychology will be advantageou...

I'm in need of a charismatic, highly skilled individual or team experienced in telemarketing and sales promotion. Your duty will be to make outbound calls to potential customers with the aim of promoting a product or service. The conversations will be in English so fluency in this language is mandatory. Exemplary persuasion skills and resilience to rejection are paramoun...resilience to rejection are paramount in this task. Prior experience in telemarketing to potential customers is greatly valued. Key Roles: - Make calls to potential customers - Promote our products/services - Persuasion and resilience to potential rejection Expertise: - Excellent command of English - Sales promotion, preferably via telemarketing - Strong intercommunication abilities - Knowledge of CRM sof...

...some survey results. The ultimate goal is to conduct a comparative analysis that will enable me to make meaningful interpretations from the data. The objective is to distil complex data served from multiple survey results and extract information that can be used for decision-making purposes. In the scope of this project, the deliverable should include: Financial Plan (in Excel) The Finance & Accounting related tasks include four key elements: Budgetary assumptions and sales forecast[1], Operating budgets, Cash Budget and financing budget, and Financial Statement budgets. Each of these elements is discussed briefly below. The budgetary period is 12 months long: starting on July 1, 2024, and ending on June 30, 2025. You need to create monthly budgets except for the balanc...

As the driving force behind my project, I am seeking a knowledgabl...integration will be quite complex, as I need to share intricate functionalities between these two applications. Potential freelancers should be comfortable with complex projects, be detail-oriented, and have excellent problem-solving capabilities. - Key among the functionalities to be shared between the applications is accounting management. To flawlessly execute this task, the freelancer should have knowledge in accounting or related fields, or experience integrating similar accounting functionalities. If you feel equipped to handle these requirements and the intricacies of the project, don't hesitate to submit a bid. Your thorough understanding of PHP and API integration could be the catalys...

I am seeking a skilled freelancer for generating mortgage leads for my clients. The main goal is to increase sales through servicing clients. Given that my target audience was not specified, an ideal candid...options The ideal freelancer for this task should have strong strategy and implementation skills in lead generation, preferably within the mortgage industry. They should be able to not only generate high-quality leads but also understand how to segment and target these leads effectively. A background in digital marketing focusing on customer acquisition would be highly beneficial. Proficiency in CRM platforms for managing and tracking leads is also an advantage. In short, the successful freelancer will be the engine driving customer acquisition, paving the way for increa...

I'm launching a business venture in the outsourcing industry and need a website that accurately represents my offering. The main purpose of the site is to: * Showcase my services in a way that would be simple to understand and yet attract clients * Cater specifically to businesses and individuals seeking outsourcing solutions in the field of accounting, book keeping, tax filing, consultancy, advisory and other ancillary service Design-wise, I'm looking for something modern and minimalistic yet professional. While functionality is key, I also want a design that's aesthetically pleasing and user-friendly. The ideal candidate for this project will have: * Strong experience in web design and development * A portfolio showcasing minimalistic and modern design * A good ...

...attract new tenants through innovative marketing strategies that highlight our adaptability, creativity, and capacity for rapid action. We Need: A visionary Online Marketing Manager with a knack for crafting and implementing dynamic marketing campaigns. If you're skilled in CRM integration, automation tools, and have a proven track record of executing successful marketing strategies, we want you. Your Role: You will collaborate closely with our team to create and execute a comprehensive marketing plan that includes: • CRM Integration: Using systems like Follow Up Boss for seamless marketing efforts. • Automation Tools: Leveraging Zapier for efficient data sync across platforms. • Campaign Development: From conception to rollout, ensuring our campaigns r...

I am seeking a competent data entry specialis...properly categorized and easy to understand - Verifying the accuracy of the financial data, correcting any errors, and handling any discrepancies. Ideal Skills and Experience: The ideal candidate should be precise, meticulous, incredibly organized, and possess the following competencies: - Advanced knowledge of Tally accounting software - Exemplary data organization skills - Adeptness in handling financial data - Excellent attention to detail Your familiarity with accounting principles will be greatly valued but is not a mandatory requirement. The focus is on the organization of sizable amounts of financial data, therefore requiring expertise in the Tally Software system. Please provide references of similar projects and proo...

I'm seeking a proficient data entry specialist with an understanding of accounting, specifically familiar with Tally Prime software. The nature of work involves three critical tasks: 1. Journal Entry: The expert will be required to complete and manage financial entries concerning the company's expenditures and revenues. 2. Billing and Invoicing: This task will involve creating and managing invoices while maintaining the company's sales records. 3. Bank Reconciliation: An important aspect of this project, this task will require the matching of our company's internal financial records against monthly statements from our bank. Ideal candidates should have relevant experience in handling financial data, which includes tasks such as handling journal entries, bill...

...- Proven experience in customization of Salesforce CRM - Strong understanding of CRM technologies and trends - Proficient in creating Salesforce templates and automating processes - Strong problem-solving skills and ability to think outside the box Project Goals and Objectives: Our core objective for this project is improving our client communication. While we skipped providing specifics, we're open to innovative suggestions on how to optimize our CRM. This could range from enhancing email templates, integrating Salesforce with other platforms, or improving our lead/contact management and tracking. Detailed responsibilities: - Customize our Salesforce CRM to improve client communication - Suggest and execute improvements to current CRM practice...

I'm searching for a skilled WordPress developer to design a professional and engaging business website. Key Requirements: - Design a professional business webpage on WordPress platform - Set up a functional contact form for users to easily reach out to us Ideal Candidate: - Expertise in WordPre...platform - Set up a functional contact form for users to easily reach out to us Ideal Candidate: - Expertise in WordPress development and design - Experience in creating business-oriented websites - Knowledge of UX/UI design best practices to ensure the website is both visually appealing and user-friendly - If possible, guidance on integrating the contact form with a CRM system Not sure about integrating the contact form with a CRM system, I skipped the question but am op...

I am looking for a proficient marketing professional with the main focus being lead generation and email marketing for a B2B campaign. Your duties will include: - Generating sales leads for my business using proven methodologies. - Implementati...The perfect candidate for this role will have: - Proficiency in B2B marketing, generating leads in a business-focused environment. - Exceptional skills and experience in email marketing. - Demonstrable success in converting leads to sales. - Superior understanding of using content for lead generation. Your task will be to implement a system that effectively generates sales leads. Knowledge of CRM systems and analytics tools will be preferable. Please share previous B2B lead generation and email marketing campaigns and their outcomes when...

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I'm in need of a ...Flow Chat Bot developer. Your task will be to create a bot compatible with messenger platforms like Facebook Messenger, WhatsApp, and Slack. Most importantly, the bot should be capable of integrating seamlessly with our existing Customer Relationship Management (CRM) system. Key Requirements: - Deep knowledge of Java programming language as it's our primary development language. - Expertise in developing bots with efficient conversation flow management. - Proven experience in integrating bots with external systems, particularly CRM systems. I prefer a developer who's up-to-date with the latest trends in bot development and can implement best practices to deliver efficient results. Applications lacking a description of directly relevant ex...

I am seeking an experienced graphic designer to craft an elegant, modern logo for my company, FinanceRise Solutions. Our company offers accounting, tax planning, and financial management solutions for businesses in the neighbourhood. Our expertise ensures financial compliance and optimal fiscal health. Your task will include: - Designing a memorable, minimalistic logo that will make my brand stand out. - Experimenting and delivering a design that incorporates blue, gold, black, or any color combination you would suggest for a fine aesthetic. Ideal skills and experience: - A creative approach, with an eye for color combinations and a modern and elegant style. - Strong communication abilities to comprehend and implement given requirements. Looking forward to seeing y...

I have a new site with wordpress, hosted on A2 hosting with the kadence pro theme. • I want to setup a project case study page template • Product page templates • I want to be able to upload products using a csv / or g sheet and not have to manually edit each one on the wordpress site • Woocommerce for the product page templates • CRM • Customer login portal • Option to choose country being united states, canada, united kingdom, europe, australia (ideally through a subdirectory) • Download product spec sheets from the product pages • Optimize the website to be lightweight and fast The project pages and product pages - I have the desired layout so I want you to design them to that. Is this something you can help with?

I need help building a workflow that gets web hooks from multiple lead sources (meta ads, Wordpress site, and unbounce site) and puts them to a new web hook, which is our crm Lead Perfection. “Here’s the information regarding integrating your lead sources. The delivery method to use to have your third party leads delivered into your LP account will depend on the provider. The standard URL to send to all other providers is below: “ I also attached a pdf with instructions. I’d like if this could be built in zapier but if it needs to be direct that’s fine too.

As part of our project, we are looking for an experienced WordPress developer who is proficient in API technology. The main task involves: • Integrating our WordPress website with an external CRM system using API. • Customizing various API endpoints according to our particular needs. Additional Information: • The required integration is one-way, specifically from the WordPress platform to the CRM system. Therefore, expertise in establishing efficient and reliable data flow is critical. • While prior experience with CRM system integration is desirable, it's not a must. However, a proven history of similar API-related projects is required. Ideal candidate: • Proficient in WordPress development • Deep understanding of APIs • Ex...

I’m seeking a highly skilled app developer to create a Tele Calling CRM application from scratch for my business. The ideal candidate should have significant experience in CRM app development and a solid understanding of telecommunication features. Key Features: - Call recording: The app must record all outgoing and incoming calls and store them for future reference. - Lead management: The app should have a feature that helps manage leads effectively and increase conversions. - Task tracking: I need the app to allow for tracking daily tasks of each staff member and monitor their productivity. - Bulk SMS and voice calls: The application should support mass messaging and voice calls to easily communicate with potential customers. - Remote employee monitoring: This is an ...

...service providers. Ensure accurate and timely entry of all invoices into our accounting system. Conduct thorough checks to identify any duplicate bills and resolve discrepancies. Work closely with our finance team to reconcile accounts payable transactions. Maintain organized records of all bills and invoices for future reference. Provide regular reports on billing validations and verifications. Assist in improving our accounts payable processes for better efficiency. Requirements: Proven experience as a BPO - Accounts Payable Expert or similar role. Strong understanding of accounts payable processes and best practices. Excellent attention to detail and ability to spot errors and inconsistencies. Proficiency in accounting software and MS Excel. Ability to manage multiple...

I am on look-out for a qualified specialist who can develop and integrate a price calculator into my existing website. The go...automatic price based on these inputs. - The second major function of the calculator is lead generation. After the customer receives a quote, the calculator should capture their email and forward it to our system for follow-up. Ideal Skills & Experience: - Previous experience in creating and integrating web calculators - Profound knowledge and expertise in Javascript and PHP - Experience in CRM integration for lead generation - Excellent understanding of UX/UI principles to ensure an intuitive and effective user experience If you possess these skills and experience and can deliver a convenient, easy-to-use price calculator, your application is wa...

I'm looking for a developer with expertise in Streamlit as well as Python Pandas. The job involves creating a minimal interface for a Python-based accounting game, which will be deployed online. I have the backend accounting logic ready This is a rather small project and doesn't demand extensive design Ideal qualities: - Familiarity with Python and Streamlit - Experience in game development, particularly in creating interfaces Please note: In your bid, demonstrate your experience with Streamlit and any examples of your work that could attest to your skills and capabilities. Thanks!

Position Overview: We are seeking a highly motivated and results-oriented freelance Sales Development Representative (SDR). As a Freelance...Goal-Oriented: Highly motivated to meet targets and goals. Results-driven mindset with a focus on driving revenue and contributing to the overall sales team success. - Organization and Time Management: Excellent organizational skills to manage multiple prospects and tasks simultaneously. Ability to prioritize activities and meet deadlines in a fast-paced, dynamic sales environment. - CRM and Tools: Ability in using CRM systems (HubSpot) We offer: - Fully remote and flexible working. - Fixed monthly fee plus competitive fee per scheduled meeting. - Training on Lexic’ services. - Opportunity for growth and development as an exte...

As you've probably already heard. We're a company using Perfex CRM in saas mode and we offer it to our customers. Everything was working fine before. But we had switched to a larger server. And we installed Imunify360 as an anti-virus. And that's when all the problems started. SMTP systeme is shared by all customer, and each costomer add his oun credential on his space. Like a real saas. This is the error we have : SMTP connect() failed. server error: Failed to connect to server SMTP code: 111 Additional SMTP info: Connection refused Connection: opening to mail.........com:465, timeout=30, options=array() Connection failed. Error #2: stream_socket_client(): Unable to connect to mail.........com:465 (Connection refused) [/home/

I need a proficient accountant who can check our members' online earnings on a daily basis. Our members earn money as online adult webcam models. Key Responsibilities: - Manually verifying earnings each day. - Familiarity wit...members' online earnings on a daily basis. Our members earn money as online adult webcam models. Key Responsibilities: - Manually verifying earnings each day. - Familiarity with spreadsheet data analysis is necessary, edit spreadsheet to update earnings. Ideal Skills: - Exceptional attention to detail - Proficiency in data analysis - Strong understanding of numbers and excel. Experience in accounting for online businesses will be preferable. Familiarity with the variability of such income streams will be crucial in performing a thorough an...

As part of this project, I need someone to help me with accurately entering numeric data into a spreadsheet. The arrangement of this data should ideally follow a numerical order. Some of your responsibilities in this role will include: - Accurate entry of numeric data - Ensuring data entered follows specified numerical order - Ensuring the integrity and ...numerical order. Some of your responsibilities in this role will include: - Accurate entry of numeric data - Ensuring data entered follows specified numerical order - Ensuring the integrity and accuracy of entered data Ideal candidates for this project should have strong attention to detail, proven experience in data entry, and excellent knowledge in spreadsheet management. A background in accounting, finance, or similar would ...

I am urgently seeking an experienced Odoo Functional Consultant for a full-time, on-site role in Kuwait City. The ideal freelancer for this project should have: - Extensive knowledge of Odoo's most important features, including Sales and CRM, Inventory Management, and Accounting and Finance. - The ability to work under pressure and be ready to start immediately. - Ability to work in an on-site role here in Kuwait City. There is no specific need for customization or integration with third-party software, the primary focus is simply maintaining and optimizing our existing systems. We need the project completed as soon as possible, hence a dedicated professional who is ready to commit to a full-time role is needed.

I currently have my financial infrastructure built on QuickBooks Online (QBO). It only has data registered for one month. I need to migrate everything from that one month (total of 763 journal entries) efficiently (yet methodically) over to ... I will also need assistance in properly setting up Odoo for Subscription Revenue Recognition. My company's main product/service is meal plan subscriptions with payments upfront for the subscription period, so I'll need my P/L to reflect the amounts as the products are delivered not when payment is made. Key Requirements: - Proficiency in QuickBooks Online and Odoo system - Experience with accounting environments - Knowledge of deferred revenue setup - Ability to migrate financial data between systems quickly - Excellent proje...

Following on from Plateit; I'd now like to also include plateit foods Pty Ltd

I need an experienced individual or team to develop a cloud-based ERP system for my import, manufacturing, export, and retail POS sales company with an emphasis on financial accounting. It should have the following features: - Inventory Management: Comprehensive tracking and regulation of our stock. - Manufacturing Management: Monitor and plan production processes efficiently. - Sales and Invoicing: Integrated invoicing and sales orders for all operations. - Financial Accounting: Management of financial data, expenses, revenues and profits. - Customer and Employee Tracking: Maintain records for better collaboration and customer management. The system should be built for 11-50 users while considering any potential growth. The ERP system will be deployed on a private clou...

I'm seeking an adept professional ...Management: Ability to monitor stock levels, automate purchasing, and set alerts for low inventory. - Sales Analytics: Ability to gain insights from data, track performance, predict future trends, and facilitate decision-making. - Customer Relationship Management (CRM): Aid in managing the company's interactions with potential and existing customers. Ideal applicants should have experience in retail operations and a proven track record in developing on-premise POS systems that effectively incorporate inventory management, sales analytics, and CRM features. Strong analytical skills and a detail-oriented approach are essential for this project. You should be able to anticipate potential retail business needs and incorporate soluti...

...product's specialty lies in its blood sugar controlling capabilities. With Costus Igneus as our primary ingredient, we enable effective blood sugar regulation. Ideal Skills And Experience: - Profound knowledge in marketing health supplements specifically directed toward diabetics. - Previous experience in promoting natural supplements. - Understanding of supplements market, more specifically regarding blood sugar control supplements. - Expertise in incorporating Costus Igneus and its benefits into marketing strategy. Responsibilities: - Develop a results-driven marketing strategy to increase product sales. - Understand the benefits of Costus Igneus and construct compelling narratives around it. - Reach out to our core audience - men needing assistance in bl...

...The functionality of this system should include the ability to: - Segment and automates notifications for targeted user engagement - Generate rich analytics reports to evaluate campaign effectiveness To effectively engage users and drive conversions, I'd like the system to allow for user information collection through opt-in forms on the website and integration with the existing CRM system. A prior knowledge of CRM integration would be beneficial for this project. As the target audience was unspecified, the system should be adaptable enough to cater to both existing customers and new leads. It's essential that the chosen professional can design an intuitive interface that promotes user engagement and drives traffic conversions. A proven track record in crea...

I am seeking experienced freelancers to undertake da...Dice software. This project primarily involves text and number entries with less than five fields or columns per entry. Key responsibilities: * Converting data from physical documents to digital entries * Ensuring accuracy of data * Inputting text and numerical data into the Box and Dice software Ideal skills and experience: * Proven experience in data entry * Familiarity with the Box and Dice CRM software * Strong typing accuracy * Attention to detail and organisation skills * Ability to handle physical documents effectively Applicants will be considered based on their experience with data entry works, particularly the Box and Dice software. Please note that this is not just a simple data entry job, precision and accurac...

I am in need of a seasoned bookkeeper with experience in QuickBooks, Xero, and MYOB. Your responsibilities will include: - Tracking of income and expenses - Bank reconciliation - Payroll management Moreover, I also require the creation of several financial reports, including profit and loss statements, balance sheets, cash flow statements, and BAS reports. Your experience in these tasks, along with a solid understanding of these specific software, will be vital for this project's success.

...procedures and filling in the rest if procedure missing - Comfortable with finding new tasks to keep office as a whole organized and well kept - Experience with Microsoft Word, Excel - Experience with Efficiently handling office tasks - Ability to read, comprehend, and assist in filling in forms and making grammatical corrections - Assisting with administrative tasks For these tasks, having accounting skills could be a valuable addition to your roster, but ultimately, strong communication, organization skills, attention to detail, and problem-solving abilities are mandatory. To maintain confidentiality, you'll be: - Signing a confidentiality agreement - Restricting access to physical files - Using secure communication methods - Shredding confidential documents Experien...

...functions created for pricing automation and creating records in zoho crm automatically from desk via custom desk button. ----- I'm looking to enhance my business's efficiency by using Zoho Deluge. The main goals for this project are: - Automating specific business processes - Customizing Zoho applications, specifically Zoho Desk and Zoho CRM In greater detail, the tasks needed to be completed are: 1. **Automation of Business Processes:** Specifically, I need Deluge scripting for both Desk and CRM. The key aim here is to streamline our workflow, reducing manual tasks and increasing productivity. 2. **Customization of Zoho Applications:** This pertains to custom-made workflows to refine and adapt our Zoho Desk and Zoho CRM according to our o...

...AI-Enhanced Medical CRM System Using ERPNext Project Description: We are seeking an experienced ERPNext developer or development team with expertise in AI and machine learning to customize and enhance an ERPNext-based Medical CRM system. This project aims to leverage the flexibility and extensibility of ERPNext to create a system that not only streamlines healthcare operations but also incorporates advanced AI functionalities for improved patient care, operational efficiency, and decision-making processes. The successful candidate will customize ERPNext modules, integrate AI capabilities, and ensure a seamless user experience. Key Features and Functionalities: Customization of ERPNext Modules: Adapt existing modules for patient management, scheduling, inventory, financi...

I am seeking a freelancer with expertise in creating productivity worksheets in Google Sheets and Excel, specifically centered around personal budget management. The primary components of the worksheets should be focused on: - Monthly Income, Expense, Savi...expertise in creating productivity worksheets in Google Sheets and Excel, specifically centered around personal budget management. The primary components of the worksheets should be focused on: - Monthly Income, Expense, Savings, Debt tracking - Yearly summary The ability to navigate and understand personal financial data is critical for this project. You should have a strong background in finance/accounting and in data visualization. It will be beneficial if you had experience designing similar Google and Excel worksheets in...

I am looking for an expert in CRM systems to custom-build a solution for my sales team. Our team is small, composed of 1-10 users, but we need a robust system. Below are the detailed features we require: - Contact Management: The CRM should have a streamlined system for managing and organizing contacts. It should allow the easy addition and modification of contact information and have a search feature for easy retrieval of contacts. - Opportunity Tracking: The system should offer a thorough opportunity management system. We need to be able to track prospects, monitor the sales cycle progression and give us an instant overview of where each opportunity is in the sales process. - Reporting and Analytics: Our CRM should provide us with detailed reports for insight driv...