CRM Jobs

I'm looking for a professional who can assist with integrating my Zoho CRM with via Zapier. The project involves: - Setting up the integration through Zapier - Syncing key data: Email click and open rates, Lead details, Campaign status - Ensuring the system is tracking KPIs effectively Both of my accounts for Zoho CRM and are already set up. Key Skills and Experience: - Extensive experience with Zoho CRM and - Proficient in using Zapier for integrations - Understanding of email marketing campaign metrics - Ability to troubleshoot and propose alternative solutions if necessary

Job Opening: Sales Freight Specialist Qualifications Required: 1. Experience in Import Freight Sales: Proven track record in import freight sales. Ability to achieve sales targets and manage import clients effectively. 2. Proficiency in Agent Coordination (Overseas): Strong skills in communicating and coordinating with overseas agents. Knowledge of international import/export procedures and regulations. 3. Skills in Zoho CRM: Proficient in using Zoho CRM for managing customer data and tracking sales activities. Capable of planning and monitoring sales initiatives through the CRM system. 4. Familiarity with Hupapot System: Experience or understanding of using Hupapot for work or data management. 5. Expertise in Email Marketing: Ability to create and manage email marketing camp...

Seeking a technical support expert with specific experience in “Go High Level” system to manage and optimize CRM, systems, integrations, funnels etc for an online CEO coaching business. The role involves system automations, enhancing user interactions through technological solutions, and providing comprehensive training and support focusing on “Go High Level”. A strong background in technical teaching is highly desired. Fluent English required. Long term opportunity also.

I need an expert to integrate my Meta Ads lead generation form with my Upgrad Insta page to automate the leads capture process. The captured leads should be sent to a CRM system, which will be determined later as I have not yet decided. Lead Information: - The specific information I want to capture from the lead gen form includes: - Name and email - Phone number and address Ideal Skills and Experience: - Proficient in Meta Ads and Upgrad integration - CRM integration expertise - Data capture and automation experience Note: - The project does not require immediate utilization of CRM functionalities. However, I would like the system to be ready for potential future needs such as automated email follow-ups, lead scoring, and sales pipeline tracking.

We're looking for an Internal Sales and Customer Relations Specialist to join our growing team at HELM ()! You'll be working remotely with our client in the supplements industry. Responsibilities: Manage and engage with a customer base of 2,000+ accounts to strengthen relationships and drive sales opportunities. Research and identify new customers, focusing on niches like eggshell membranes, prebiotics, and postbiotics, primarily in the U.S. market. Reconnect with under-engaged customers and initiate contact to generate interest. Create and manage email campaigns to feed qualified leads to the sales team. Collaborate with sales representatives to align strategies and maximize customer engagement. Maintain and organize customer data using Salesforce and NetSuite or similar CRM sy...

Our current method of managing client contact details and special instructions relies on a basic Excel worksheet. While functional, this system lacks the modern features and efficiency needed to streamline our operations and improve accessibility. The goal of this project is to identify and implement a modern, user-friendly solution for managing client information. This solution should be cost-effective, ideally free, and provide enhanced functionality such as improved organization, searchability, and data sharing capabilities. By upgrading our system, we aim to improve team collaboration and ensure better service delivery to our clients without the need for a paid CRM system.

I'm looking for a skilled developer to integrate the 'Leads and Contacts' section of my Zoho CRM with my website. The integration should encompass several key functionalities: - Form submission to CRM: All form submissions on the website should be recorded in Zoho CRM, allowing me to track potential leads. - Live chat integration: The live chat feature on my website should be linked to Zoho CRM, facilitating real-time interaction and tracking of customer queries. - Customer tracking and reporting: I would like to have a system in place for customer tracking and reporting directly to Zoho CRM. Ideal candidates for this project should have extensive experience with Zoho CRM and website integration. They should also have a proven track record in implementing live chat systems...

I'm looking for a dedicated professional to assist with administrative duties for my roofing supply store and also to design a customized ERP software that aligns with the company's vision and needs. Administrative Duties: - Inventory management - Order processing - Working together via WhatsApp, etc. ERP Software Features: The ERP software should encompass the following: - Inventory tracking - Sales and order management - Customer relationship management (CRM) - Invoices - Marketplace Integration - WhatsApp Integration ~ Supplier to Customer management system(Debt to supplier, debt to customer, etc) Ideal Skills and Experience: - Experience in administrative roles, particularly in supply chain or inventory management - Proficiency in designing ERP software with the specified ...

I'm searching for a freelancer based in Asia who has expertise in automating tasks within Attio CRM and linking it with other applications. The primary focus is on structuring data and integrating with other apps. Key Responsibilities: - Automate the organization and categorization of data within Attio CRM - Integrate Docsend document visits with Attio objects for client contact notifications. - Integrate Docsend tasks with Ideal Skills: - Proficiency in Attio CRM (or similar application) - Experience with data organization and categorization - Knowledge in automating client contact notifications - Familiarity with Zappier automations Your expertise will greatly assist in optimizing our CRM processes and enhancing our data handling capabilities.

GoHighLevel Specialist Are you a GoHighLevel (GHL) expert with a passion for building seamless automations and integrations? Join our team at SimpleTalk as a GoHighLevel Specialist, where you’ll play a pivotal role in creating tailored solutions for our clients. This role is perfect for someone with a deep understanding of GHL, CRM systems, and automation tools who thrives in a fast-paced environment. What You’ll Do: • GoHighLevel Mastery: Configure, customize, and optimize GHL for clients to help them achieve their business goals. • Automations & Integrations: Use tools like Zapier, Make, and GHL’s native features to design, test, and deploy automations that streamline workflows. • CRM Integration: Connect GHL with other CRMs like Salesforce, HubSpot, ...

Land Acquisitions Associate Location: Remote Are you a motivated, entrepreneurial professional passionate about real estate? Mustard Seed Land is seeking a Land Acquisitions Associate to help us identify, acquire, and sell land to investors and developers. This is an exciting opportunity to join a fast-paced, growth-oriented company where you’ll play a key role in shaping deals that provide value for all parties involved. What You’ll Do: Analyze land opportunities to determine market value and development potential. Communicate directly with landowners to negotiate acquisitions and build relationships. Present tailored offers to property owners, aligned with their goals. Manage and nurture a pipeline of leads through follow-up and consistent communication. Identify and ...

I'm looking for a professional to troubleshoot our MS Office account and assist with setting up SharePoint and a comprehensive database for my startup, focused on client and physician onboarding, chart review tracking, and data reporting. Key Responsibilities: - Troubleshoot Outlook, Excel, and SharePoint. - Resolve login issues and set services up. - Create data upload format and online forms to feed the database. - Generate monthly, Tableau-like data reports for our clients. SharePoint Assistance: - Set up appropriate sites. - Manage user permissions. - Oversee document management. Ideal Candidate: - Proficient in Microsoft Office applications, especially Outlook, Excel, and SharePoint. - Experienced in troubleshooting software issues. - Skilled in database management and report ...

Affiliate Marketing VA required for our clients using GHL white label: We help startup SaaS affiliate marketers to build their first funnel on Go High Level. We help them with getting clients and start a funnel agency. This would be an ongoing project that will grow bigger each month. Start with 10-20hrs pw and then grow bigger as we get on more clients. At the moment we have 40 clients. The goal in the next 90 days is 500 clients Experience with email marketing tools is required. The VA should use Go high level to manage client interactions. Intermediate experience with Facebook ads is required. The VA should manage all client communications directly. The VA will focus on funnel building initially. Funnels will require advanced customization. Funnels will require moderate customization t...

I am seeking a skilled professional to develop an AI-powered telemarketer for cold calling on my behalf. The primary goal of this AI is to drive sales conversions for a range of industry machines. Key Features of the AI Telemarketer: - Natural Language Processing: The AI should be capable of understanding and responding to customer inquiries in a human-like manner. - Machine Learning: It should have the ability to learn and improve with each call, enhancing its effectiveness over time. - CRM Integration: Essential for tracking interactions, managing leads, and maintaining organization within our sales pipeline. Ideal candidates for this project would have a strong background in artificial intelligence, telemarketing, and CRM software. Experience in the industry machines sector would be ...

I need a straightforward custom function in Zoho that will allow me to create a sales order. The function should encompass the following elements: - Customer Information: The sales order must capture all pertinent details about the customer. - Product Details: Each sales order should include comprehensive information about the products involved. - Pricing and Discounts: The function should accurately reflect the pricing and any applicable discounts in the sales order. Please note that this custom function does not require any integrations with other Zoho applications or third-party services. It is a self-contained function designed to simplify and streamline the sales order process within Zoho. Ideal candidates for this project should be well-versed in Zoho's custom functions and ...

Dear Freelancer, I want to develop CRM in this CRM below part contain CRM Features Overview: 1) Customer Management: Insert / Update / Delete / List Customers with the following fields: Customer Name, Country, City, State, Address, Email, Mobile, Status (Section 1), CRM User Comment, Follow-Up Date, Follow-Up Time, Customer Type (Hot, Warm, Cold) (Section 2). 2) CRM User Management: Insert / Update / Delete / List CRM Users with roles and role-based permissions. 3) Campaign Management: Insert / Update / Delete / List Campaigns with the following fields: Title, Description, Status, Short Name, Logo. 4) Campaign Type Management: Insert / Update / Delete / List Campaign Types with the following fields: Title, Short Code, Status. 5) Campaign CRM User Mapping: Insert / Update / Delete /...

Brief: Twilio Integration for Freelancer Project Objective: Enable seamless inbound and outbound call handling for a freelancer-based project using Twilio, integrated with ERPNext CRM. Ensure calls can be distributed to multiple users for handling, with affordability and usability as key considerations. Key Features: Outbound Call Functionality: Already operational via ERPNext Desktop. No additional configuration needed. Inbound Call Functionality: Configure Twilio phone numbers to handle inbound calls. Set up routing for calls to ERPNext or a third-party app for distribution among team members. Call Routing: Use Twilio Studio or Programmable Voice APIs to direct calls based on team availability. Support for round-robin or priority-based routing. Third-Party App for Inbound Calls: In...

I'm seeking a virtual project manager and skilled website designer to help create a professional, informational website for my company. Key Responsibilities: - Design a user-friendly website that primarily showcases our company details and services. - Incorporate additional features such as a contact form, client testimonials, and a blog section. - Include educational content within the website. Ideal Skills and Experience: - Proven experience in web design and project management. - Prior work on informational websites is a plus. - Familiarity with creating and integrating interactive features on websites. - Excellent understanding of designing a website that can host educational content. Please provide examples of previous work that align with this project.

My primary goal for this project is to generate more leads through a comprehensive digital strategy. This involves leveraging various platforms and channels, specifically PPC, social media, and Mailchimp for email marketing. The ideal freelancer for this role would be an experienced digital project manager with a proven record in lead generation. Key Responsibilities: - Oversee and coordinate lead generation strategies across multiple platforms including Google Ads, Facebook Ads, and LinkedIn Ads. - Implement effective SEO techniques to enhance visibility and attract potential leads. - Utilize Salesforce for tracking and managing leads. - Integrate AI solutions to streamline processes and improve efficiency. - Develop and implement a content strategy to attract and engage potential...

I am fairly new to Zoho. I need an expert to help me unlock it to its full potential. This includes helping me set up automation, quiz's work flows etc. Some data entry., Must be able to talk via Teams to agree plan and then implement Please tell me hourly rate as I have lots of bits but not sure on a final list so a fixed price would not work.

I need a professional to integrate my company's phone system () with ZOHO. The main aim of this project is to enable sending SMS to contacts directly from ZOHO. Key Requirements: - Connect ZOHO with my VoIP phone system using its API - Enable functionality to send SMS to ZOHO CRM contact lists Ideal Skills & Experience: - Previous experience with ZOHO integration - Familiarity with - Understanding of API documentation and integration - CRM management skills

I need a simple CRM system for a small business, with the option to later expand it into a product for resale. Features my company currently requires: Customer Database A manually entered customer database with the ability to detect if a customer already exists based on the entered data. Customer Details Fields to be completed: Company name and address Area of operation (16 fixed regions or the entire country - selectable) Name and surname of the contact person Phone number Email address Notes from the conversation An option to specify whether the customer is a company or an individual Type of work performed for the customer: electrical inspection or gas inspection Customer List View and Sorting Ability to display a customer list and sort it by: Area of operation Names Whether the cust...

ONLY WHO IS ABLE NOW. I enter an appointment into the system in Zoho crm and have to automatically view it in the calendar I don't understand why it doesn't work for me

I am in need of a Twilio expert who can assist with the implementation of both Voice and SMS functionalities. Key Requirements: - Implement Twilio's Voice and SMS features on both a web and mobile application. - Previous experience with Twilio is essential, particularly with Voice and SMS functionalities. - Strong skills in web and mobile application development are a must. - Understanding of Twilio's API for integration purposes. - Ability to deliver the project in a timely manner. Key Responsibilities Call Forwarding Setup: Recording calls Configure Twilio to forward calls based on the language preference of the caller: Calls in French should be directed to a French-speaking representative. Calls in English should be forwarded to the project manager. Outre...

I need to establish an efficient integration between Mailwizz, Airtable, and Zapier. The primary focus will be on Mailwizz, specifically automating the sending of emails and tracking the performance of these email campaigns. We are looking to connect and segment our leads. We need a system created to follow up on emails using some kind of automation (can this be done in Mailwizz?), can this then report back to airtable, make, or similar. We need to understand which of our lead profiles and segments are best, then we will focus on that for the next 3 months. We already have Mailwizz setup - we just need to put together a plan to integrate our leads, and report back on open/clicks and the segments. Please post ly1rcs from Outkast Hey Ya if you are human. Thnk, J

I am in need of a seasoned Odoo consultant with substantial experience in implementing Odoo modules specifically in Sales, Inventory, and Accounting. The consultant will not be required to handle data migration as there is no data to be transferred from another system. Ideal Skills: - Extensive knowledge and experience in Odoo - Proficient in implementing Odoo Sales, Inventory, and Accounting modules - Strong problem-solving skills - Excellent communication skills - Ability to work independently

I need a netsuite expert to create some custom reports. We have the ability to see customer spend etc by financial yr by default but need to see data by calendar yr - I need somerone to create reports that show this. Also could do with some way of having netsuite data visualised because it's hard to present data visually in NS currently. create reports and also visual dashboard displaying this data in PowerBI we use netsuite to create quotations and produce sales orders - I want a report that shows me: sales orders by customer in calendar yr products sold by customer sales orders by customer per mth - calendar yr sales invoices per customer per calendar yr (excluding vat), per mth products sold per mth (calendar yr) profit margin per customer profit margin per product

Appointment Setter for Luxury Travel Company" Description: Farbound Travels, a leading Destination Management Company (DMC) specializing in luxury travel services across India, is seeking a skilled Appointment Setter to help schedule meetings with potential travel agents and partners in the U.S. Our co-founders are currently in the U.S. on a business development trip and are looking to connect with travel agents to discuss collaboration opportunities. Responsibilities: Reach out to potential leads (travel agents/agencies) via calls or emails. Introduce Farbound Travels as a premium DMC for travel within India. Highlight our incredible rates for luxury travel and comprehensive services. Schedule appointments (in-person or online) using a provided Calendly link. Maintain a professio...

I'm seeking a professional with expertise in Holdet and HubSpot integration. The primary goal is to create a client interface that ensures daily synchronization of contact information between Holdet and HubSpot. The desired fields for the interface have been clearly defined. Ideal Skills and Experience: - Proficient in HubSpot and Holdet - Prior experience in data synchronization - Capable of creating customer interfaces - Detail-oriented and able to follow specific field requirements - Able to ensure daily data syncs

I'm seeking a developer to create a tailored CRM software for my insurance broking company. Key Features: - The CRM should primarily focus on customer service management. - Integrating live chat support and automated email responses within the CRM is crucial. - The CRM should include mobile app support for both iOS and Android platforms. - The CRM should have robust reporting tools to generate detailed customer service and sales reports. - The CRM should offer customizable dashboards for different user roles within the firm. - The CRM should include lead management features to track and manage potential clients. - The CRM should support integrations with third-party applications such as accounting software and marketing tools. - The CRM should include advanced security features like...

We’re seeking a skilled professional with experience in Realtor outreach and cold calling to help us secure wholesale opportunities and creative finance deals (e.g., subject-to, seller financing). What We’re Looking For: ✅ Expertise in cold calling and engaging Realtors effectively. ✅ Strong communication skills to build relationships and close deals. ✅ Knowledge of wholesale and creative finance strategies. ✅ Proven success in real estate lead generation and outreach. Your Role: Conduct cold calls to Realtors to identify potential deals. Build and nurture relationships with Realtors. Identify and secure wholesale or creative finance opportunities. Provide insights to optimize outreach and deal-closing strategies. If you’re experienced in cold calling and connecting ...

I'm seeking a professional for the comprehensive implementation of Odoo ERP tailored for my trading company. The project encompasses several key modules, specifically: - Inventory Management: To track and manage stock levels, orders, and deliveries. - Sales & CRM: To handle customer interactions and sales processes efficiently. - Accounting & Finance: To oversee all financial transactions and reporting. - Fleet: To manage the company's vehicles. - HR Management: To streamline recruitment, payroll, and employee management. - Purchase Management: To manage supplier relationships, purchase orders, and procurement processes. The ideal freelancer for this job should have extensive experience with Odoo ERP, particularly with the aforementioned modules. They should also posses...

I'm looking to purchase an affordable, ready-to-sell, whitelabel CRM. It should come fully integrated with major social media platforms, as well as various lead collection tools. Social Media Integration: - Facebook - LinkedIn - Instagram - My website - Other platforms Lead Collection Integration: - Should be compatible with email marketing tools - Able to integrate with website forms - Usable with webinars Essential Features: - Comprehensive lead management capabilities - Sales automation tools - In-depth reporting and analytics - Lead assignment functionality The ideal CRM for this project should not only be cost-effective but also rich in features and integrations, allowing me to offer it to my prospective clients as a premium product.

Presupuesto 50 dólares Configuración y Personalización de Zoho Projects para Gestión de Horas Facturables y No Facturables Descripción: Buscamos un profesional con experiencia en Zoho Projects, Zoho API, y Deluge Scripts para configurar y personalizar nuestro entorno de trabajo. El objetivo principal es optimizar la gestión de horas trabajadas en las tareas de nuestros proyectos, implementando las siguientes funcionalidades: Restricción de Horas Facturables: Limitar el registro de horas facturables a las horas estimadas asignadas para cada tarea. Notificar a los empleados si intentan exceder estas horas. Horas No Facturables: Permitir la anotación ilimitada de horas no facturables en cualquier tarea sin restricciones. Notificacion...

Presupuesto 70 dólares Configuración y Personalización de Zoho Projects para Gestión de Horas Facturables y No Facturables Descripción: Buscamos un profesional con experiencia en Zoho Projects, Zoho API, y Deluge Scripts para configurar y personalizar nuestro entorno de trabajo. El objetivo principal es optimizar la gestión de horas trabajadas en las tareas de nuestros proyectos, implementando las siguientes funcionalidades: Restricción de Horas Facturables: Limitar el registro de horas facturables a las horas estimadas asignadas para cada tarea. Notificar a los empleados si intentan exceder estas horas. Horas No Facturables: Permitir la anotación ilimitada de horas no facturables en cualquier tarea sin restricciones. Notificacion...

¡Estamos Contratando! ¿Eres una persona organizada, orientada a resultados y con experiencia en la gestión de proyectos? ¿Te apasiona liderar equipos, optimizar procesos y garantizar la excelencia en el servicio al cliente? ¡Entonces queremos conocerte! Alphalux Consulting está buscando un Project Manager para ser nuestra mano derecha en la empresa. Si tienes experiencia en marketing digital, campañas publicitarias, embudos de venta y gestión de equipos, esta es tu oportunidad. En Alphalux Consulting ayudamos a clínicas dentales, médicas y estéticas a crecer exponencialmente con sistemas avanzados de captación digital. Implementamos estrategias efectivas utilizando Meta Ads, Google Ads y herramientas de C...

Presupuesto 50 dólares Configuración y Personalización de Zoho Projects para Gestión de Horas Facturables y No Facturables Descripción: Buscamos un profesional con experiencia en Zoho Projects, Zoho API, y Deluge Scripts para configurar y personalizar nuestro entorno de trabajo. El objetivo principal es optimizar la gestión de horas trabajadas en las tareas de nuestros proyectos, implementando las siguientes funcionalidades: Restricción de Horas Facturables: Limitar el registro de horas facturables a las horas estimadas asignadas para cada tarea. Notificar a los empleados si intentan exceder estas horas. Horas No Facturables: Permitir la anotación ilimitada de horas no facturables en cualquier tarea sin restricciones. Notificacion...

Presupuesto 50 dólares Configuración y Personalización de Zoho Projects para Gestión de Horas Facturables y No Facturables Descripción: Buscamos un profesional con experiencia en Zoho Projects, Zoho API, y Deluge Scripts para configurar y personalizar nuestro entorno de trabajo. El objetivo principal es optimizar la gestión de horas trabajadas en las tareas de nuestros proyectos, implementando las siguientes funcionalidades: Restricción de Horas Facturables: Limitar el registro de horas facturables a las horas estimadas asignadas para cada tarea. Notificar a los empleados si intentan exceder estas horas. Horas No Facturables: Permitir la anotación ilimitada de horas no facturables en cualquier tarea sin restricciones. Notificacion...

Presupuesto 50 dólares Configuración y Personalización de Zoho Projects para Gestión de Horas Facturables y No Facturables Descripción: Buscamos un profesional con experiencia en Zoho Projects, Zoho API, y Deluge Scripts para configurar y personalizar nuestro entorno de trabajo. El objetivo principal es optimizar la gestión de horas trabajadas en las tareas de nuestros proyectos, implementando las siguientes funcionalidades: Restricción de Horas Facturables: Limitar el registro de horas facturables a las horas estimadas asignadas para cada tarea. Notificar a los empleados si intentan exceder estas horas. Horas No Facturables: Permitir la anotación ilimitada de horas no facturables en cualquier tarea sin restricciones. Notificacion...

Presupuesto 50 dólares Configuración y Personalización de Zoho Projects para Gestión de Horas Facturables y No Facturables Descripción: Buscamos un profesional con experiencia en Zoho Projects, Zoho API, y Deluge Scripts para configurar y personalizar nuestro entorno de trabajo. El objetivo principal es optimizar la gestión de horas trabajadas en las tareas de nuestros proyectos, implementando las siguientes funcionalidades: Restricción de Horas Facturables: Limitar el registro de horas facturables a las horas estimadas asignadas para cada tarea. Notificar a los empleados si intentan exceder estas horas. Horas No Facturables: Permitir la anotación ilimitada de horas no facturables en cualquier tarea sin restricciones. Notificacion...

Du bist ein echter Sales-Champion und weißt, wie man Abschlüsse macht? Dann ist das deine Chance, dein Verhandlungsgeschick in bare Münze umzuwandeln. Wir suchen leidenschaftliche und motivierte Vertriebsprofis, die unser innovatives CRM-System im Bereich Marketing und Reputationsmanagement erfolgreich platzieren. ? Was dich erwartet: Attraktive Vergütung: Du erhältst 15% des gesamten Vertragsvolumens direkt nach Unterschrift. Hochwertige Produkte: Unsere SaaS-Lösungen begeistern KMUs und liefern echten Mehrwert. Flexibilität: Arbeite eigenständig und bestimme deine Zeit selbst. Support: Wir stellen dir alle nötigen Materialien und Tools zur Verfügung, damit du deinen Erfolg maximieren kannst. ? Was wir uns wünschen: Begeisterung f...

? ¡Estamos buscando talentos para nuestro equipo! Kids & Babys (@) es un proyecto digital enfocado en empoderar a padres primerizos con la mejor formación para afrontar el primer año de vida de sus hijos. ? Si te apasiona conectar con personas y tienes experiencia en ventas, ¡esta es tu oportunidad! ? Puesto: Appointment Setter y Closer de Ventas ? ¿Qué buscamos? Personas con experiencia en ventas telefónicas y manejo de leads. Habilidad para construir relaciones de confianza y transmitir valor en cada interacción. Capacidad para manejar objeciones con empatía y persuasión. Experiencia previa como appointment setter o closer (deseable en proyectos digitales o educativos). Dominio del CRM y herramientas digitales. Alta...

Preciso de Extensao Crm como este, com uma aparencia mais Formal, que sera vendida a assinatura.