Vtiger workflow emails jobs

I'm looking to automate email communication for internal notifications. The ideal candidate should have experience in email automation and a solid understanding of internal communications systems. Key Requirements: - Automate emails for internal notifications - Develop a system which sends emails only on specific triggers or events, rather than on a set schedule. Ideal Skills and Experience: - Proficient in email automation tools and technologies - Strong understanding of internal communication systems - Ability to create custom triggers for automated emails - Experience with similar projects or systems is a plus. Description I want my cleaning website fully automated using whatspp chatbots , webhook and google schedular. If a client orders our services via th...

I need a web developer who can set up a user registration system for my website. At a high level, I'm looking to collect users' emails along with their passwords. After registering, users should receive an email for verification. Key Requirements: - Develop a user registration system - Collect and securely store user emails and passwords - Implement an email verification step post-registration The ideal candidate for this job should have: - Proven experience in web development, particularly in setting up user registration systems - Strong understanding of data security and encryption - Familiarity with email verification processes - Excellent communication skills - Ability to deliver work on time. I'm open to suggestions and improvements to make the system...

I'm looking for an expert to help me merge multiple Google Workspace accounts for two organizations into one. Key Details: - My goal is to primarily improve efficiency within these organizations by streamlining operations and data management. - Presently, the organizations have separate Google Workspace accounts. - The data that needs to be combined includes not only emails, calendars, and contacts, but also all data within Drive files and Sites. Your responsibilities will include: - Merging the accounts seamlessly without any data loss or disruption to productivity. - Ensuring that all data is consolidated in an organized manner. - Providing guidance on how to ensure a smooth transition for employees and maintaining security standards during and post the merger. Ideal Skil...

I'm in need of an experienced professional to strategize, create, and execute a cold email campaign targeting technology companies. The main aim of this campaign is to generate sales leads that can potentially be converted to loyal customers. Key Responsibilities: - Creation of engaging and informative cold emails to incite interest and redirect the recipient to a relevant landing page. - Ongoing management and tweaking of the campaign based on response rates and conversion data. Ideal Candidate: - Proven experience in email marketing, particularly cold emailing. - Knowledgeable about lead generation strategies. - Extensive understanding of the technology market segment and B2B marketing. - Outstanding copywriting and communication skills.

I'm launching a donut shop in a shopping mall, and I'm looking for a professional to help set up the shop and its operations. - I'll be offering a variety of donuts, coffee, and smoothies. A key expectation is for the freelancer to help incorporate these offerings seamlessly into the shop's workflow. - The target audience for this establishment is wide, catering to adults, children, and all age groups. It is important that the shop's design and services reflect this inclusivity. - I need someone experienced in the food retail industry, especially in setting up and running a donut shop. Knowledge of the local market and shopping mall culture is a big plus. - Design skills are also valuable as I'd like the freelancer to help in creating a welcoming and ...

I need a data entry freelancer who can help me transfer 100 emails onto my website. - I'll provide you with the source of the data in PDF format. - You'll need to accurately copy and paste the emails onto the designated sections on the website. - The data should be organized in a way that's user-friendly for visitors. Ideal skills for this job include: - Proficiency in data entry, particularly copying and pasting. - Attention to detail to ensure the emails are transferred correctly. - Familiarity with website data entry would be a plus, but not mandatory.

I am looking for a web designer. Although I have my own website now I need a feature created for it. It will be a very complex feature but if possible I would like to keep my current website which was made by go daddy but I was to be able to embed a feature on my website using HTML. Basically it’s a email bulker that they pay to use but the emails are sent as if they came from the clients own email. So there is no unsubscribing. I also will provide a previous email I sent using there service years ago to show you how it looked. I have provided some pictures of a service that used to have this feature but they stopped their service. I would prefer not to create an entire new website but instead you create the feature and I embed it into my current website. Please start your...

I'm seeking a programmer to fix the email notifications in my web-based application. Currently, emails are not being sent out as intended. Key Responsibilities: - Troubleshoot the email notification system within the web app - Identify and correct the issue causing emails not to be sent Ideal Skills: - Proficiency in working with web-based applications - Extensive experience with email notification systems - Strong troubleshooting and problem-solving skills - Knowledge of SMTP servers and how to configure them - Attention to detail and thoroughness in debugging Please apply if you have the required skill set and are confident in your ability to resolve this matter swiftly.

Project Overview: We are looking for a talented web developer or development team to transform our Excel workbook into a dynamic subscription-based web application. This...to Include: Advanced User Management: Implement a secure login system with multi-tier user roles and permissions. Dynamic Data Handling: Design the system to manage large volumes of data with the capability to scale as user base and data grow. Interactive Reporting and Dashboards: Tools for generating customizable reports and dashboards that can adapt to new data inputs and formats. Automated Workflow Integration: Convert existing Excel macros into automated digital workflows in the web environment. Payment and Subscription Handling: Integrate a flexible payment gateway to manage different subscription levels and...

I require assistance with building financial reports specifically targeting balance sheets within SAGE Intacct. The perfect freelancer for this project would possess the following skills and experience: - Deep understanding of SAGE Intacct software, - Proficiency in designing financial reports, - Solid knowledge in standard balan...specifically targeting balance sheets within SAGE Intacct. The perfect freelancer for this project would possess the following skills and experience: - Deep understanding of SAGE Intacct software, - Proficiency in designing financial reports, - Solid knowledge in standard balance sheets creation. The final product should be a standard balance sheet report that can integrate seamlessly into my workflow. Individuals with keen attention to detail are highly ...

I'm in immediate need of a dedicated and dynamic Virtual Assistant to support my growing needs. The ideal candidate will be someone who thrives in managing multiple tasks efficiently and possesses a keen eye for detail. Your main responsibilities will include: The budget is 100 USD a month. ( 6 hours a day, 6 days a week ) - Managing my emails with the utmost discretion and organization. - Scheduling appointments, ensuring I never miss an important date. - Conducting data entry tasks with accuracy. - Performing internet surveys to gather valuable information for projects. - Preparing ad-hoc reports based on collected data and research. Required Skills and Experience: - Proficiency in Microsoft Office Suite, especially in Excel, Word, and PowerPoint. - Familiarity with acco...

I'm seeking an adept software developer to create a complexity logistics software. It will cater to various roles within our organization: from Admin users, Warehouse managers to tecnical team, and servicces. MAIN FEATURES: - Service Requirement Management: The software should effectively capture and communicate service requirements. - Feasibility Evaluati...SKILLS & EXPERIENCE: - Proven experience in software development - Knowledgeable of PostGREST for backend - Proficient in Angularand Ionic for mobile and web application developmen - Previous experience in creating logistics software will be an advantage I look forward to working with a developer who shares my vision of creating a system that efficiently manages logistics while ensuring smooth workflow amidst vari...

I'm in need of a skilled Virtual Assistant. The ideal candidate must be able to handle a variety of tasks such as: - Email management: Organizing and responding to emails in a timely and professional manner. - Scheduling appointments: Setting up and managing my schedule, ensuring I am kept on track. - Research and data entry: Undertake necessary research and input data accurately. Furthermore, proficiency in tools such as email, phone calls, and instant messaging is required for efficient communication. I am seeking someone who is available on a flexible as-needed basis. Previous experience in a similar role would be an advantage. Looking forward to your proposals!

I'm in need of a virtual assistant to support me with a range of tasks related to real estate and administration. Can work from 12pm spanish time. Ideally from ARGENTINA or an equivalent/closer time zone to Spain. English level: Upper intermediate or higher. Spanish level: Advanced or higher. Key responsibilities include: - Managing my inbox and responding to emails - Handling various administrative tasks - Conducting research on different topics - Organizing information in Excel - Scheduling appointments and managing my calendar The ideal candidate should: - Be able to dedicate between 10-20 hours per week to this role. - You can make calls and videocalls and mantain fluid communication. - Possess strong organizational and time management skills. - Have a background in re...

We are looking for a technical recruiter who can work for our company. The main responsibility might be looking for candidates on LinkedIn platform, give introduction to candidates, scheduling technical interviews, filter candidates based on their skills and English speaking etc. We already had an existing workflow on Trello and more details would be shared on chat.

...discuss case strategies, and receive personalized guidance without the need for physical meetings, saving time and enhancing accessibility. Case Organization and Management: The platform offers comprehensive tools for organizing and managing legal cases efficiently. Lawyers can create case profiles, store relevant documents, record meeting notes, and track billable hours seamlessly, streamlining workflow and enhancing productivity. Benefits for Clients: Enhanced Accessibility: Clients can access their case information and communicate with their legal team from anywhere with an internet connection, eliminating geographical barriers and facilitating quick responses to inquiries. Timely Updates: Clients receive instant notifications and updates on their case status, ensuring they a...

I need a Notion API expert to customize my Notion pages for a smoother workflow and integration with other apps. Key requirements: - Integration with other apps: I'm looking to connect my Notion pages with an email client, specifically Microsoft Outlook. The goal is to automatically create draft emails in Outlook whenever new orders are created in Notion. - Automation of tasks: The freelancer will need to create a system that automates the email creation process. This should be seamless and require minimal manual intervention. - Email drafts customization: The only specific requirement for the email drafts will be the Email body. Ideal skills and experience: - Strong knowledge of the Notion API - Experience with integrating Notion with external apps, particularly ema...

I'm in immediate need of a dedicated and dynamic Virtual Assistant to support my growing needs. The ideal candidate will be someone who thrives in managing multiple tasks efficiently and possesses a keen eye for detail. Your main responsibilities will include: - Managing my emails with the utmost discretion and organization. - Scheduling appointments, ensuring I never miss an important date. - Conducting data entry tasks with accuracy. - Performing internet surveys to gather valuable information for projects. - Preparing ad-hoc reports based on collected data and research. To excel in this role, you'll need to work approximately 6 hours a day, 6 days a week. This schedule is designed to ensure continuity in my operations while allowing flexibility for you. Required Skil...

I'm in need of an experienced backend developer to create a mail parser with the following specifications: - **Email Protocol:** The mail parser should support SMTP, so proficiency in this area is a must. - **Primary Goal:** The primary function of this mail parser should be storing emails in a MySQL database. If you have experience with database integration, this would be a big plus. This project requires expertise in backend development, specifically with an understanding of how SMTP works. You should also be familiar with MySQL and have experience in integrating databases into applications. Please provide examples of similar projects you've worked on in your proposal. Thank you.

I need an assistant to help me with checking for formatting errors in my text files. I tend to be meticulous about how my text appears and am looking for someone who can match my attention to detail. Here's how the workflow will go: - I'll provide you with a link to upload the text files that need checking. - You'll carefully go through each document, specifically focusing on finding and correcting any formatting errors, ensuring that they are consistent and adhere to my standards. Once you've completed the review, I would like you to: - Compile a separate report of the errors you have found. This will help me quickly implement corrections. Ideal Skills: - Excellent attention to detail - Proficiency in understanding and correcting formatting errors - Good comm...

...customer retentions. It's crucial that you're proficient in email marketing strategies and have past experience in using SendinBlue. Key Responsibilities: - Managing the entire email marketing process from sign up to booking - Create and implement strategies for boosting product sales - Develop engaging and personalized email content for customers - Work on customer retentions through strategic emails - Regularly analyze and report on the performance of email campaigns - Suggest and implement improvements for better results Ideal Skills and Experience: - Proven experience using SendinBlue or similar email marketing platforms - Strong understanding of email marketing strategies and practices - Proficiency in creating engaging and personalized email content - Experienc...

Project Description: We are seeking a highly skilled High-Performance Computing (HPC) Engineer with expertise in shell scripting and workflow automation to assist in the evaluation and enhancement of the Parallel Works platform. The successful candidate will need to execute various tasks involving cloud cluster management, running pre-installed workflows, and handling both basic and advanced system integrations. Experience with MPI (Message Passing Interface), Singularity containers, and batch scripting is crucial.

I am seeking a proficient PowerApps developer with notable experience in workflow automation, user-friendly interface design, and a background in Clinical Domain or Life Science would be beneficial. Key functionalities to be incorporated include: - Automation of complex workflows - Development of engaging and easy-to-navigate user interfaces - Incorporation of robust data visualization features - Seamless integration capabilities with other systems The successful application will cater to a micro team of 1-10 users. Freelancer should have a strong command of PowerApps, prior experience in the healthcare industry, and a portfolio showcasing relevant project experiences. Delivering on time while maintaining high-quality standards is essential. I look forward to working with a profe...

I'm struggling with the latest version of Evernote on my Mac. Can you help me with the following issues? - User Interface Changes: The new version has a different interface, which I'm finding confusing and disruptive to my workflow. - Syncing Issues: I'm having trouble syncing my notes across my devices. It's causing issues in terms of accessing and updating my data. - Note Organization Changes: The way notes are organized in the new version has also changed. I need assistance in understanding and adapting to this new system. I'm looking for someone who is experienced with Evernote, especially the latest Mac version. Your job would be to help me understand and effectively use the new features, as well as troubleshoot any syncing issues.

I'm looking for a detail-oriented professional who can help me with data entry from online databases. The data includes both text and numbers. Requirements: - Accurate data entry from online databases - Handling both text and numerical data - No data cleaning is required, so the task is straightforward and mainly requires meticulous attention to detail Ideal Skills and Experience: - Proven experience in data entry - Familiarity with handling both text and numerical data - Proficient in using online databases - Meticulous attention to detail and accuracy Please note, I need a quick turnaround time on this project, so prompt and timely completion is a key requirement. WATCH THIS LOOM FOR OUTLINE OF TASK:

I'm looking for someone who can help me to send an email introducing my profile to 100,000 email addresses. Key Project Details: - **Purpose**: The emails are intended for a marketing campaign. - **Target Audience**: The email content should be geared towards the general public. - **Email Content**: I'm looking for a text-based email, so no need for graphic design or video embedding. Ideal Skills: - Proficiency in email marketing tools and best practices. - Ability to manage a large email list. - Excellent copywriting skills to ensure a compelling email. - Experience with email campaigns aimed at general audiences would be a plus. Feel free to share any relevant experience or ideas you have. Looking forward to hearing from you.

I require an proficient developer to create a script that can send out automated emails through Gmail. This task should be accomplished with an appropriate scripting language for Gmail's environment. Key Requirements: - Send out notification emails. - The notifications will be for scheduled reminders and service status updates. - Targeted audiences are all users and selected groups. Relevant skills include proficiency in JavaScript (as Gmail Scripts commonly employs this language) and familiarity with Gmail's API. Knowledge of handling scheduled tasks and interaction with user databases is also beneficial. In short, I'm looking for a coding and Gmail expert who can automate the process of sending important reminders and status updates to our users. The syst...

Hello, I have interest to add on of my website a tool for end crypto text and files. And add prIvacy emails like

More details: What is the desired color scheme for the HTML emails? Vibrant colors What type of data is being displayed in the emails? Graphs and charts How sophisticated should the timeline image design be? Moderate complexity with some unique elements

Project Description: We are seeking a highly skilled High-Performance Computing (HPC) Engineer with expertise in shell scripting and workflow automation to assist in the evaluation and enhancement of the Parallel Works platform. The successful candidate will need to execute various tasks involving cloud cluster management, running pre-installed workflows, and handling both basic and advanced system integrations. Experience with MPI (Message Passing Interface), Singularity containers, and batch scripting is crucial.

Address about 1050 emails per month. These are time sensitive emails send to people who are going to lose their homes due to foreclosure. You would get the list on a Friday morning. And need to have them to me by Monday. I would gladly pay you extra for fast service. . This would a monthly long term gig. Paula Thanks, Paula

We are in need of an experienced graphic designer, specializing in print, to work on creating promotional signs / posters for different clients. The project is ongoing, so I'm looking for someone who can commit to a continuous workflow. Key requirements: - Proficient in creating engaging and visually appealing sign/poster designs - Experience in print media, particularly in ensuring designs are print-ready - Ability to understand and tailor designs to a general audience - Work with Illustrator and/or Indesign This role is ideal for a creative individual who is keen on long-term collaboration and has a strong portfolio in print design. I attached our 2 main products as reference. We individualize these products for each client according to their CI. Please start your applicat...

WhatsApp CRM with Scheduling & Workflows I'm looking to create a WhatsA...need the CRM to have a robust Contact List management system, to help keep track of our clients and their interaction history, invoice and wages timesheets but this would be intergrated with another program i expect. Ideal Skills and Experience: - Proficiency in WhatsApp API and CRM development - Experience in creating survey systems that can be integrated into a CRM - Strong understanding of workflow management systems and its implementation - Familiarity with team task and assignment management tools This project requires a solid grasp of CRM development, and a proven track record of creating similar systems will be highly advantageous. Experience in the field of customer relations and team manage...

I need an experienced professional who can smoothly migrate key functionalities 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...

Hi Mahamud R., this is Rhonda Sweetman and you did a logo for me already for this business but I need you to do another one because the guy who is a partner in the business already had one and we want you to dress it up if possible. I am trying to use the chat but it won't give me a box to write my message in so I am doing it here. I can get emails so maybe that is the way to go. I will send you a pic of the logo that is he has now. Please let me know how if you get this message, thank you.

Hello, I am looking for a programmer with expertise in the Twitter API and JavaScript for Google Sheets. I require assistance in setting up the Twitter API and need a custom script written for Google Sheets. Here are the specific requirements for the project: Project Objectives: 1. Script Functionality: - Automatically fetch Arabic text from a specified Twitter account and...improvements proposed by the programmer. I am not looking for a partial solution; if you see any aspect that could be enhanced or added to my request, I welcome your insights and innovations. I value proactive engagement and creative solutions that could enhance the efficiency and functionality of the project. I look forward to your innovative solutions and working together to streamline our workflow. Bes...

...WooCommerce ). I also want something for affiliate or shop that shows pop ups of people who ordered from around the world at the bottom and interactive social media share buttons. Sale banners, etc. 8. Acymailing newsletter plugin with splash page and lists need to replace with another Shopify plugin. MIGRATE data, lists and would like an all one one plugin that can send emails without charging per batch of emails. Acymailing uses my own server and able to send unlimited amount without paying per email. Best plugin would combine newsletter and click funnels. Need email capture, banners, landing pages. Please provide suggestions. PHASE 2 $300: website redesign, updates and final touches and testing to go live....

I am seeking an expert in email scraping for the purpose of building a marketing database. The ideal candidate can efficiently scrape emails and the company names. Key Aspects: - Attention to detail to ensure all relevant emails are scraped accurately and company name is also with. - Quick turn around, the project should be completed within a month. - Extensive experience in email scraping and database construction. I need this in a google sheet document. The approx amount of names/emails is 12.000 - 14.000 on the website. I need a fixed price offer and also time frame for this.

As an individual currently managing a project with numerous details and a profit loss statement, I need assistance with daily tasks for our Excel sheets. This will include: - Data entry and organization to streamline workflow - Basic arithmetic calculations for accuracy - Statistical analysis to make informed decisions - Formatting and visual presentation for clarity This role requires proficiency in Excel, a keen eye for details, and strong analytical skills. Experience in financial or project management is a plus. The job will be ongoing and requires daily attention. If your expertise aligns with these needs, please apply.

I need a database for the UK market, with a focus on company names and Email ID. Key Points: - The project primarily involves creating a comprehensive database for the UK market - The main data points to be included are company names and Email ID's - Information can be extracted from Yellow Pages, Business Pages, Associations, Business Chambers and similar. - Accuracy of data, specially Emails - Sample File of Required database is attached - To start with we require 10,000 records. - Will pay INR 0.60 per record. Ideal Freelancer: - Prior experience in creating detailed databases - Proficiency in data gathering, scraping and organization - Familiarity with the UK market would be a plus Please include your relevant experience in your application.

I'm looking for a reliable Executive Assistant with mid-level experience. Your main tasks will include managing schedules and appointments, handling correspondence and emails, and organizing travel arrangements. We’re on a mission to become the number one product development company in the world, and we need you to make that happen. Our two directors have recently moved to Bali and invite you to become part of their personal team. If you love planning out the perfect day, organising teams, scheduling events and retreats, negotiating with third parties, and over-delivery, you’re made for this job! The work itself will be flexible, and we will respect your boundaries, but we will ask you to be available for help on many days of the year including public holidays or...

MUST BE LIVING IN AUSTRALIA - I'm looking for a Business Development person who will develop a sales pipeline of manufacturing clients through emails, phone calls and follow up meetings face-to-face. This role will require visiting prospects in Australia to show samples of our product and be fluent in the technical specifications of recycled resin (PP, LD, HD ABS/HIPS). Your reward will be commission based (i.e. success-fee driven) to be negotiated with the right freelancer. Essential Skills and Experience: - Familiarity with the manufacturing sector where recycled plastic resin are used in the manufacturing process - In depth knowledge of recycled plastics - Proven experience in B2B sales, marketing and business development

I need an adept freelancer who can efficiently assist with workflow automation. Their features and capabilities should be second-nature to them, to tackle custom tasks at any level. Key Responsibilities: - Create, fine-tune and manage workflow automation on Ideal Candidate: - Be an expert in workflow automation on - Have ability to respond and work quickly - the project needs to be completed ASAP Note: This does not involve any external tool integration, only Monday.com.

I'm in need of someone with proficient typing skills and a keen eye for detail. The task involv...someone with proficient typing skills and a keen eye for detail. The task involves filling online forms with basic personal information. Upon completion, these forms will need to be submitted via email. This is a meticulous task requiring accuracy and attention to detail. The ideal freelancer must have: - Skills in efficient and accurate data entry. - Strong proficiency in managing and organizing emails. - Great attention to detail. - Ability to maintain confidentiality. Expectations for the job: - Fill out online forms with provided information. - Submit these forms via email. - Ensure data privacy and integrity during this process. Thank you in advance for your attentio...

I am seeking residents of Munich, Germany to conduct an in-store check for a well-known Dairy brand. Project in a Nutshell: 20 SKUS (Products) need to be assessed for the following: Tidiness of shelves, package quality, time to find pr...eg. Product is water: 4 of these will need to be assessed. Consumer will assess 31 samples per a product in total. No purchases required Products include water, plant based and diary. All data will be captured via an App thus good quality photos are needed. Answer questions related to the product via the APP. Full training provided. Requirements of the consumer: Tech Savvy. Promptly answers emails. Flexibility with time 4 weeks to complete Fee for project 1: €600. There is a second project associated with this brand more details duri...

Having a significant issue with my Outlook and Microsoft Business account. When I create a new users in our system they are UNABLE to send outgoing emails to external parties. To help solve the issue, I'm looking for a skilled individual with: -We use Proofpoint, microsoft office, and cloudflare -Domain knowledge, cloud flare, - Expertise in troubleshooting Outlook email - Knowledge about the ins and outs of email settings - Prior experience in dealing with similar issues Your task will be to resolve this issue so I can seamlessly send and receive emails across all our devices for all our employees

I require an experienced tutor who can help me both maintain and make adjustments to the Asana, Zapier, SMS and Email automations currently in use within my business. Your responsibilities will include: Asana Adjustments: - Setting up new integrations as necessary - Advancing current workflow for better productivity - Automating tasks to streamline processes Zapier Adjustments: - Configuring new integration setups - Enhancing the existing workflow - Trouble shooting any automation issues Ideal skills: - Proficiency with both Asana and Zapier applications - Experience with SMS and Email automations - Strong problem-solving abilities - Excellent teacher with the ability to breakdown complex concepts.

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...

I'm looking for a talented graphic designer to help me with my existing HTML CSS site and emails. The PHP developers have recently made some adjustments to the template which caused some issues with the layout. I need someone to fix the broken layout, realign any misaligned elements and improve the current design. Key responsibilities: - Rearrange the layout of the existing HTML and css - Fix broken layout and misaligned elements - Enhance the overall design Ideal skills and experience: - Proficiency in HTML and CSS - Experience with graphic design - Ability to fix broken layouts - Good eye for design aesthetics and layout - Familiarity with email best practices (add one click share options with the help of our developer)

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