CRM Jobs

Looking for someone who knows how to setup Hubspot from start to finish. I need to integrate the service to Xero. Setup basic email templates. Show me how to use the system. I need a ticketing module setup Invoice template setup.

I am looking for a Salesforce Pardot/Account Engagement Specialist to provide advanced training on Pardot. Skills and experience required for the job: - Strong knowledge and experience in Salesforce Pardot - Expertise in email marketing automation

I am looking for a skilled team to develop an ERP system for my Shoe manufacturing business. The ideal candidate should have expertise in production planning and experience working with small businesses. Specific modules needed for the ERP system: - Production Planning Business size: - Small (1-50 employees) Integration with existing systems: - Yes, I have one system The ERP system should streamline inventory management, sales, and distribution processes, and integrate seamlessly with our existing system.

Salesforce Developer Support for Marketing Cloud Customization I am looking for a Salesforce developer with 8+ years of experience to assist me with customization tasks specifically related to Marketing Cloud. Tasks to be performed: - Customizing Marketing Cloud workflows and processes to align with our CRM requirements - Implementing personalized marketing campaigns and automation using Marketing Cloud functionalities - Integrating Marketing Cloud with other systems and platforms for seamless data exchange - Assisting with data migration and ensuring data integrity during the process - Providing ongoing support and troubleshooting for any issues related to Marketing Cloud customization Ideal skills and experience: - 8+ years of experience as a Salesforce developer, with a focus on Mar...

i need to fix filter code so email piping based only on return email title without checking to email id and user id.

Custom Fields: I need to create custom fields in the CRM to store additional property and client information that is unique to my business needs. My website is a listing portal for multiple agencies/agents who deal in sale and rent of both residential and commercial listings as well as overseas listings. My Current houzez Crm only offers me a one form entry for everything. I would like to customize this to at least 3 forms which is ; SALE a) Residential b) Commercial c) Overseas And RENT a) Residential b) Commercial

Job Title: Salesforce Velocity Developer Team Lead Job Type: Contract / Freelance Job Duration: Ongoing, 6-7 hours a day (maximum) Location: remote Job Description: We are seeking a talented and experienced Salesforce Velocity Developer Team Lead to join our team on a contract/freelance basis. As a key member of our team, you will play a crucial role in the development and optimization of our Salesforce Velocity platform. Your primary focus will be on EPC (Energy Performance Contract) and Order Management within the Salesforce environment. The successful candidate will lead a team of developers and collaborate with other stakeholders to deliver high-quality solutions that meet our business needs. Key Responsibilities: Team Leadership: Lead a team of Salesforce Velocity developers, provid...

I am looking for a freelancer to help me update all Salesforce leads with their location based on IP. I am not sure if there is a specific IP location tracking tool that should be used for this project, so I am open to suggestions. Additionally, I am not sure if I will need assistance with implementing the IP location tracking tool into Salesforce. Requirements: - Experience with Salesforce and updating leads - Knowledge of IP location tracking tools (specific tool to be determined) - Ability to implement the IP location tracking tool into Salesforce (if necessary)

I am in need of a software to use in my office to manage data and automate workflows. My preference is for a Windows-based platform. Additionally, I require the software to have secure user authentication in order to protect the data that will be store in it. Specifically, I need the software to have the following features: data entry and management, workflow automation, and reporting and analytics. If you have the experience and expertise to develop this software, I would love to hear from you.

I am looking for someone with experience in setting up and integrating Salesforce for the first time, including QuickBooks integration. Currently I do not have a CRM system in place, however, I will need sales tracking to be implemented into Salesforce. I need to consolidate all of our lead sources, current customers from QuickBooks and our scheduling software provided by FlightCircle.com. Thank you.

Hola, estamos buscando un programador que nos ayude tanto con proyectos grandes de Zoho como integraciones con otras aplicaciones, aplicaciones en php, desarrollos en creator... También temas mas pequeños a nivel técnico como hacer funciones, client scripts, etc. siendo apoyo de nuestro departamento técnico. Buscamos a una persona resolutiva, que se le plantee un tema y sepa encontrarle una solución y ejecutarlo, que le guste aprender cosas nuevas y el trato con los clientes. Buscamos una persona con la que podamos contar con frecuencia, establecer una relacion durarera no solo puntual. --------- I am looking for a Zoho developer and technical support . The specific Zoho application that I need programming and technical support for is Zoho CRM, Cr...

I am seeking an experienced professional to develop a lead generation website for the residential real estate market. The ideal candidate should have experience in developing lead generation websites with the following features: - Lead capture forms: The website should have user-friendly forms that allow visitors to easily submit their contact information. - CRM integration: Integration with a CRM system is essential to effectively manage and track leads. - Property search functionality: The website should have a search feature that allows users to search for properties based on specific criteria.

I am looking for a Software B2B Sales Specialist to help me design and execute a sales plan for my digital workspace and file-sharing website platform. We are a dynamic and innovative digital workspace startup transforming how people share files, work, collaborate and create. We provide a cutting-edge SAAS platform designed to empower teams and individuals to achieve their best work, regardless of where they are. With a commitment to simplicity, innovation, and productivity, we're redefining the future of work. We are looking for a growth-minded sales professional to take on the challenge of driving subscriptions and sales for this innovative cloud-based digital workspace and file-sharing platform by executing a sales strategy by identifying subscribers and business sales channels....

CRM Integration with Facebook I am currently using CRM platform and I am looking for a freelancer to help me integrate it with Facebook and the respective users email accounts. Main Goals: - My main goal with the integration is to improve sales tracking by seamlessly syncing customer data between the CRM and Facebook. Ideal Skills and Experience: - Experience with CRM platforms and Facebook integration - Knowledge of lead generation tracking and sales tracking - Ability to seamlessly sync customer data between CRM and Facebook - Knowledge of email integration with CRM.

I am looking for a Freelancer who can create a sales performance report in Zoho Reports on analytics.zoho.com. The report should include the following metrics: - Conversion Rates (Nett and Gross) - Volume (Nett and Gross) - Units Sold - Appointments Completed The preferred layout for the report is a tabular format. I do not need the report to be interactive, a static report will suffice. Ideal skills and experience for this project include: - Proficiency in Zoho Reports and - Experience in creating sales performance reports - Strong understanding of data visualization and tabular formatting Please provide examples of previous work or relevant experience when submitting a proposal.

Customize my pipex crm which I purchased from codecanyon.

We are looking for a mortgage underwriter/administrator who is process-driven with an accounting/bookkeeping background. They must be motivated and able to work in a fast-paced demanding environment. The administrator must liaise with the clients, banks and solicitors in order to help get the loan approved. They will be working on requesting and reviewing documents as well as extracting data from them in order to populate mortgage applications. They will also have to underwrite the case to a similar standard to that of the bank to ensure the mortgage is approved once it has been submitted. We would like someone that is always willing to provide feedback so that we can constantly update our systems and ensure maximum efficiency. The candidate must be able to speak English well as they will ...

I am looking for a freelancer to help me with the various workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar bookings, and invoicing. If you have experience with any of the CRM systems such as Salesforce, HubSpot, or Zoho that would be a huge plus.

We are looking for a freelancer / Company to assist us with development of a CRM (Ticket Management system). We will only accept vendors who has in past delivered CRM for customer service. Also if you have experience in Vtiger CRM modification or Sugar CRM or any similar CRM - that will be an added value. High Level Features needed in CRM: - Ticket / Incident Management - SLA Management - Automation Rules - Team management - Admin Roles and Users - Ticket Escalation Rules - Social Media Integration - Chat / Chatbot Integration - CTI / Telephony system integration - On Cloud deployment - Make UI to local language Specific Features: - Ticketing System: The CRM should have a ticketing system to efficiently manage customer inquiries and support requests, tickets will come via email, ph...

I am looking for help integrating Zoho CRM with Lead Dyno. I have a general idea of the features I would like to see in the integration, but I'm open to suggestions. The timeline for the project completion is within one week.

I am looking for a freelancer who can assist me with data migration and integration tasks in Zoho CRM and Lead Dyno. The ideal candidate should have experience in these platforms and be able to complete the tasks within a tight timeframe. Specific requirements for the project include: - Data migration and integration in Zoho CRM and Lead Dyno - No specific data formats or structures need to be maintained during the migration, open to recommendations - Urgent completion of the tasks within 1-2 weeks If you have the necessary skills and experience in Zoho CRM and Lead Dyno, and can meet the urgent timeline, please submit your proposal.

I am looking for the services of an experienced and professional Freelancer to help me with a project involving Vtiger MailConverter and On-Prem Microsoft Exchange IMAP. I have both the Vtiger CRM and the Microsoft Exchange server set up. Specifically, I need a MailConverter that can handle email to ticket conversion, but no additional integrations or customizations are required. The chosen Freelancer should be able to effectively and efficiently set up and configure the appropriate tools and applications in order to meet the requirements of this project.

I am looking for a freelancer who can help me integrate contact data with my CRM platform, Salesforce, or another as per recommendation as well as my website and sales funnel. Amazon store needs to work with it as well Skills and Experience: - Strong experience with Salesforce CRM platform or any other as I have not found one. Looking for recommendation for what would work best based on my business - Knowledge of data integration and migration processes - Familiarity with website and sales funnel integration - Ability to handle a large volume of data migration (more than 500 contacts) - Attention to detail and accuracy in data migration process

Change that when notes and Photos are created in the Booking, they are saved to the WO.

When you apply, please make sure your heading reads as follows: “I actually read the instructions” WHO WE ARE We focus on helping women achieve financial freedom and wealth through real estate, investments and coaching. Learn more about us here – WHAT WE'RE LOOKING FOR We need a personal Virtual assistant who will be able to take tasks off the plate of our Founder and CEO and maximise the efficiency of her time. THE IDEAL CANDIDATE - Problem solving: The cardinal sin at our company is asking someone a question you could have solved yourself. We need people who are willing to “figure it out” and don’t mind rolling up their sleeves. That doesn’t mean we aren’t here to support you, we are. But only when you encounter a problem t...

We are currently looking for assistance in integrating APIs (Xero and Cleva) for our bespoke CRM as well as integrating our CRM with Microsoft 365 (calendars and emails). We are aiming to complete the project within 1 month. This project requires experienced developers to create APIs that would connect our CRM with Microsoft 365, Xero and Cleva in order to streamline our daily tasks and workflow. We are looking for someone with experience in building API projects and who can deliver the job in a timely manner. If you believe you are the right fit for this project, we would love to hear from you.

I am looking for a freelancer who can create a custom quote template for my HubSpot CRM system. Running into a lack of customizability with the templates and need to have a good amount of information and images that our current quotes have. The template should have the following features: - Ability to add custom fields and calculations - Integration with my CRM system - Custom branding and design, which I can provide an example for Although I don't have existing brand guidelines to follow, I have a rough idea of the design and format that I want. The freelancer will have creative freedom to bring my vision to life. Ideal skills and experience for this job include: - Proficiency in HubSpot and CRM systems (Hubl Language) - Strong design and branding skills - Ability to c...

1) Currently tool is made using python code and deployed in streamlit for trial 2) Tool with the support of open ai fetches certain kyc information like name, address etc of insurance polices uploaded and the said data can be downloaded in excel 3) Now we want one portal wherein user wise login is possible wherein user can use this service and see his policy records online in portal 4) We Need this tool to run on our storage instead of streamlit 5) User should be able modify, correct and download the data for his required period in excel whenever he wants 6) Userwise login password facility required, admin dashboard will be required 7) User need to pay monthly/yearly fees to use it so payment facility to be made 8) Excel import feature should also be given in it so portal can directly impo...

I am looking for a freelancer who can help me with the customization, configuration, and integration of Odoo CRM. Odoo CRM - 1 Database Lead provider will give us the lead from they're dashboard through API, they're dashboard will be connected to our dashboard via api. We need to be able to report the leads, For example, we got 100 leads and 10 are fake so we can mark the leads and report to the provider. also for 10 fake we won't pay. some thing like this. All client database will be connected with the main database through a connector. cleint will get the lead details from our database and we also need to get the report of the leads from client dashboard. then the report will be sent to the lead provider. Ideal skills and experience for the job: - Strong knowledge a...

I am looking for a skilled freelancer to develop a web-based restaurant ERP system with specific features including inventory management, table reservation, and point of sale (POS). The ideal candidate should have experience in developing cloud software, ERP, CRM, finances, inventory, marketing, POS, and mobile app. Specific Requirements: - Web-based platform for the restaurant ERP system - Integration of a customer relationship management (CRM) system Skills and Experience: - Proficiency in developing web-based ERP systems - Strong knowledge of inventory management, table reservation, and POS functionality - Experience in integrating CRM systems into ERP systems - Familiarity with cloud software development and mobile app development If you have the necessary skills and experience, ple...

Hi, I need someone expert in connect Zoho CRM with 3cx, we have connected the software but we have an issue: when we receive a call a lead is not created in zoho crm. We want to fix this issue. Thanks

I am looking for a freelancer who can help me set up Podio for project management purposes. The specific features that I need to set up in Podio include task management and CRM functionalities. I have data in Podio and need to add a few features: -KPI logs for users by entering specific data -Drip sequence for Seller Leads to have future tasks -Add texting feature -Create auto calculations -Auto add tasks The project will be used by a small team of 1-5 users. Ideal skills and experience for this job include: - Proficiency in setting up Podio and customizing it for project management purposes - Familiarity with task management and CRM functionalities in Podio - Strong organizational and project management skills.

I am looking for a freelancer who can help me download a report automatically from Zoho CRM on a daily basis. The specific data that needs to be included in the report is customer data. The report should be in Excel format. Skills and Experience: - Experience with Zoho CRM and its reporting capabilities - Proficiency in automating data extraction and report generation - Strong knowledge of Excel and its functions - Attention to detail to ensure accurate and reliable data extraction

Looking for someone with experience in High Level that knows how to design the forms to look beautiful in my website(s) implementation. Please see this video for more details about the task: We have several sites that need these forms designed and implemented. We are also doing more work in and around High Level. If our working relationship develops well during this project, we will consider using you for other tasks related to designing & implementing high level within our agency. WHEN YOU APPLY, PLEASE FIRST WATCH THE YOUTUBE VIDEO. THEN EXPLAIN WHAT YOUR PROCESS WILL BE FOR IMPLEMENTING OUR NEEDED FORM DESIGNS. Thank you for your interest!

Zoho Bookings Customization Brief for "Debra Stevens Training and Coaching (DSTC)" Background: DSTC offers bespoke in-house training workshops to various clientele. Our primary contact points range from HR professionals and training departments to managerial stakeholders. Our key objective is to simplify and systemize the booking process, facilitator allocation, and post-course actions with the Zoho Bookings app, all while keeping costs to a minimum. Primary Requirements: Cost-Efficiency: The setup and customization should emphasize minimal user involvement to reduce costs associated with multiple user licenses. Recommend and implement strategies or features within Zoho Bookings that can help minimize user-based charges. Course Offerings Customization: Accommodate different ...

I am looking for a developer who can integrate Avaya ACCS with Whatsapp and Sales Force CRM. The ideal candidate should have experience with Sales Force CRM and be familiar with the WhatsApp Business API. Skills and Experience: - Experience integrating Avaya ACCS with Whatsapp and Sales Force CRM - Strong knowledge of Sales Force CRM - Familiarity with the WhatsApp Business API and ability to obtain a developer key - Experience in phone call communication during the project.

I am looking for a Salesforce Health Cloud Consultant (M/W/D) to help me with my project. Desired Outcome: - The desired outcome of implementing Salesforce Health Cloud is to increase operational efficiency. Current State: - My Salesforce Health Cloud usage is partially implemented and needs improvement. Expected Timeline: - The expected timeline for this project is more than 3 months. Ideal Skills and Experience: - Experience in implementing and optimizing Salesforce Health Cloud - Knowledge of healthcare industry processes and regulations - Strong understanding of data management and integration - Ability to analyze business requirements and provide solutions - Excellent communication and collaboration skills If you have the necessary skills and experience and can commit to a proje...

I am in need of a HubSpot CRM developer who can assist me in implementing specific features and functionalities within the CRM system. Specific Features: - Lead Management: I require the ability to effectively manage and track leads within the CRM, including lead scoring and lead nurturing capabilities. - Contact Management: It is essential that the CRM allows for efficient contact management, including the ability to store and organize contact information, track communication history, and manage contact lists. - Sales Pipeline Management: I need assistance in setting up a sales pipeline within the CRM, including the ability to track deals, set milestones, and generate reports. Budget: - My budget for this project falls within the range of $500 - $1000. Timeline: - I am looking to co...

I am looking for a skilled developer to create a SaaS CRM for my business. The CRM should have the following features: - Lead Management: The CRM should have the ability to track and manage leads effectively. - Sales Pipeline: I would like the CRM to have a built-in sales pipeline feature to help me track and manage my sales process. - Email Marketing: The CRM should have email marketing capabilities to help me send targeted and personalized emails to my leads and customers. In terms of integration, I would like the CRM to integrate with specific software. Please let me know if you have experience integrating CRMs with other software. For support, my preferred method is email.

Want a CRM EXPERIENCED candidates for my service agency

Looking for a Method CRM expert to help creating a custom web to lead form in method CRM with conditional display. Please, only apply if your are Method CRM expert.

I am looking for an experienced Salesforce developer to help with customizing our existing Salesforce Sales Cloud environment. We need assistance with creating and editing new features and potentially additional integration with other systems. Furthermore, automation is an area we are interested in exploring to make our business more efficient. In addition to providing development services, we require that the developer is able to provide us with training on how to use the new customized functionality and related documentation. We are confident that a skilled Saleforce developer can help us achieve our goals.

My company is in need of a website and CRM solution. We will be providing financial services and alternative lending solutions. The website needs to be an e-commerce platform that can take an credit application online and transfer the information to the CRM. We anticipate the website will have only 1-5 pages including services, values and call to action buttons. For our CRM, we are currently leaning towards using Zoho due to its ease of use and its integration with our current systems. We are open to other options if they offer compelling advantages. We are looking for help in getting our website and CRM up and running quickly with expert and quality service. Thank you for considering our project!

We are seeking an experienced and skilled freelancer to design and develop a custom Customer Relationship Management (CRM) system tailored to our specific needs in the email marketing business. Project Objectives: - Data Storage: Develop a robust system to store essential contact data, including but not limited to name, designation, email address, and location. - Data Deduplication: Implement a function that removes duplicate email entries, ensuring that our database only contains unique contacts. - Data Filtering: Create advanced filtering options that allow us to download data based on specific criteria, such as contacts not older than one month. - Unsubscribe List: Provide a feature to add email addresses to an unsubscribe list, enabling us to maintain compliance with email market...

I am looking for a freelancer who can assist me in creating a mail agent using Zoho ZeptoMail for my transactional email service. Transactional Emails: - I need assistance in setting up the technical aspects of sending password reset emails. Zoho ZeptoMail: - I already have a Zoho ZeptoMail account. Scope of Work: - I only require help with the technical setup of the mail agent, not the content of the emails. Ideal Skills and Experience: - Experience with Zoho ZeptoMail and its technical setup. - Strong understanding of transactional email services. - Proficient in setting up email systems and ensuring deliverability. - Attention to detail and ability to troubleshoot any technical issues that may arise.

I am seeking an on-premises CRM for a call center that includes lead management capabilities. No custom integrations with existing or new systems will be required. The CRM needs to be able to manage lead distribution, data, notes, and much more. I will clarify the details but it's fairly basic stuff. If you think you have the tool set and expertise to help, please contact me. Thanks!

We are looking for an experienced Netsuite consultant to help us with some accounting and manufacturing setups. We are a small design and manufacturing company making underwater camera and iPhone accessories. We have an office near Sydney and another in Los Angeles. Our manufacturing is in China and Taiwan.

I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.

EL TRABAJO CONSISTE EN REALIZAR UNA APP WEB CUYAS FUNCIONES SERÁN: - IMPORTAR CLIENTES DE UNA TABLA EXCEL (UNA ÚNICA VEZ) LOS DATOS QUE SE VAN A IMPORTAR SON DATOS PERSONALES, EQUIPOS QUE TIENEN INSTALADOS Y FECHA DE PROXIMO MANTENIMIENTO. - CONTROL DEL CLIENTE. MANDAR EMAIL DE PROXIMOS EVENTOS AUTOMATICOS. CONTROL DE PAGOS: UNICAMENTE SE CAMBIARÁ DE ESTADO MANUALMENTE. - ALMACÉN: CONTROL DE STOCK Y ORDENDES DE CARGA Y DESCARGA A FURGONETAS DE LA EMPRESA - GENERACIÓN DE PARTES DE TRABAJO CON VINCULACION A STOCK. - GENERAR EXCEL CON LOS DATOS DE FACTURACIÓN DE LOS CLIENTES PARA PODER IMPORTARLOS CON EL PROGRAMA DE FACTURACIÓN. - PANEL DE MANTENIMIENTOS CON PRECIOS Y CONTRATOS A RELLENAR. - GEOLOCALIZAR A LOS TECNICOS Y DAR AVISO A...