CRM Jobs

We need a GoHighLevel expert to review and optimize our existing setup. The system is already live but inefficient. The goal is to fix broken workflows, clean the CRM structure, and improve automation performance so the platform runs reliably. Requirements Full audit of current GoHighLevel account CRM pipeline cleanup and restructuring Workflow debugging and optimization Broken automation repair Contact tagging cleanup and reorganization Calendar and booking system fixes Communication inbox optimization Performance and speed improvements Reporting and dashboard cleanup Testing and stability verification Optimization recommendations report

Looking for Lead Managers, Acquisition Managers, Dispositions Managers, and Transaction Coordinators. The Lead Manager will have the responsibility of organic outreach and manual prospecting for distressed homeowners. Lead Manager will use provided tool for Skip Tracing addresses for phone numbers. Lead Manager will use provided tool Kixie to automate the process of contacting the distressed homeowners and will be responsible that the 4 pillars check (Motivation, Condition, Timeline, and Price) has passed. Once Lead Manager finds a "hot" lead on Kixie, they will schedule a Zoom call for a deeper discovery or a virtual property walkthrough using Fathom. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads. The Acqu...

This campaign focuses on direct phone sales of our consulting services to business decision-makers in both French- and English-speaking markets. You will be provided with qualified company lists and a concise value script; the objective on each call is to secure a paid engagement or, when necessary, schedule a firm follow-up meeting with the prospect. Key expectations • Conduct outbound calls in flawless French and English, switching languages as the contact requires. • Articulate our consulting offer clearly, manage objections in real time, and keep conversation notes concise in the shared CRM zoho. • Achieve daily and weekly sales targets that we will set together at the start of the project. • Deliver end-of-day call reports so we can track progress and refi...

I'm seeking an experienced developer to create a robust web-based property management software. This platform should cater to the complete life cycle of a resident and include the following components: User Roles: - Admin: Full access to manage the platform. - Tenant: Interface for payments and maintenance requests. - Employee: Task management, scheduling, and payment collection. Key Features: - CRM Component: Manage resident relationships and interactions. - Automations: Set up for payment reminders, maintenance request processing, and tenant onboarding. - Task Management: For employees to track and manage their duties. - Scheduling: Employee scheduling to ensure smooth operations. - Payment Collection: Secure and efficient payment processing for tenants. Ideal Skills and Experien...

A new, home-based spiritual enterprise is taking shape and the first milestone is to turn a private residence—yours—into its operational hub. The work centres on sensitive “heaven-and-hell” case management, so every activity must respect strict confidentiality and a disciplined, documented process. The immediate need is to map and implement end-to-end workflow for: • secure collection and storage of personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I already handle outreach and content; what’s missing is a robust back-office system that can live inside a functioning home. Expect to: • analyse the physical space and r...

Seeking for Lead Managers and Acquisition Managers. Lead Manager will have the responsibility of organic outreach and manual prospecting for distressed homeowners. Lead Manager will use provided tool for Skip Tracing addresses for phone numbers. Lead Manager will use provided tool Kixie as Dialer System to automate the process of contacting the distressed homeowners and will be responsible that the 4 pillars check (Motivation, Condition, Timeline, and Price) has passed. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads. Acquisition Manager will have the responsibility of who can take the warm leads that the Lead Manager will add to the Podio CRM and the Acquisition Manager will negotiate with the warm leads into signing ...

I need a sales leader who already understands the finance sector inside out and can quickly translate that knowledge into more qualified leads and faster revenue growth for my company. You will assess our current funnel, fine-tune the messaging to match finance-industry buying cycles, and build a repeatable process that keeps the pipeline full. From day one we will set clear weekly KPIs, align the CRM to those metrics, and create dashboards that make performance transparent. I expect you to design outreach cadences that resonate with finance decision-makers, coach the existing reps on objection handling specific to regulatory concerns, and establish a forecasting rhythm the executive team can trust. Deliverables • A 90-day action plan with milestones • Documented lead-generat...

I am migrating to the Zoho Ecosystem and need all setups tailored to my specific needs. I am a US-based compliance training company. The Zoho applications I need help with include: - Zoho One and CRM - 2 Way SMS and Voice - Flow and Creator - Trainer Central - Books - Full Integration between all Apps Additionally, I will need SCORM courses converted to Trainer Central Format. I can look to a different Expert for the Course Migration if necessary. Ideal skills and experience: - Proven expertise in Zoho One, CRM, and complete integration of multiple Zoho apps. - Familiarity with Trainer Central and Zoho Books. - Experience in SCORM course conversion. - Strong project management skills to ensure a seamless setup. Please provide a portfolio showcasing similar projects.

We are a commercial real estate investment firm seeking an experienced, US-based cold caller to contact commercial property owners identified through public records data. This is NOT residential wholesaling — we are reaching out to owners of multifamily, retail, office, and industrial properties valued between $2M–$50M+. What you'll be doing: You will be calling property owners who have been identified through public records as having tax liens, upcoming auction dates, code violations, or other distress indicators. Your job is to make initial contact, deliver a professional opening, gauge the owner's interest in selling, and set a qualified appointment for our acquisitions team. You are NOT negotiating or closing deals — just screening and scheduling. We prov...

The immediate priority is to secure strategic alliances across the technology sector that complement our core products and open joint-go-to-market opportunities. Your mandate begins with mapping the ecosystem, short-listing organisations whose platforms, IP, or distribution channels create genuine win–wins, then moving those conversations through to signed MOUs or partnership agreements. I will supply an overview of our solutions, value propositions, and initial target personas. From there, you will: • Build and maintain a qualified partner pipeline inside our HubSpot CRM, complete with decision-makers, next actions, and probability ratings. • Conduct outreach, pitch alignment calls, and negotiate commercial terms that satisfy both parties. • Deliver a concise we...

Are you a confident communicator who knows how to get past gatekeepers and speak directly with business owners? We are looking for motivated Sales Representatives to promote eCommerce and lead-generation platforms in the jewelry, legal, and real estate industries. What You’ll Do: Make outbound calls to business owners using a proven 30-second pitch. Engage with gatekeepers confidently to reach decision-makers. Offer free platform upgrades or trials that showcase top-tier online business solutions. Follow a structured script to handle objections and schedule email follow-ups. Capture lead information and provide feedback to management. Compensation & Tools: Base pay: $2/hour Commission: $150–$500 per closed deal Provided dialer and CRM to manage calls and leads Ap...

I run a service firm that partners with CPA practices across the United States, and I need a peer who can keep those relationships warm. If you are a U.S.-based, preferably retired senior accountant or CPA, your experience and tone will resonate far better than a generic caller. Each month you will telephone a list of prospects and existing clients—always other CPA firms—and hold brief, professional conversations aimed at one clear goal: gathering honest feedback on how our current services are performing for them. No travel is required; everything happens by phone at a pace that suits both you and the firms’ schedules. Typical flow • Review the call list I supply in our CRM or a shared spreadsheet. • Reach out, connect with the partner or manager, a...

I have a collection of records coming in through online forms that now need to be keyed into our master spreadsheet by hand. Each entry contains roughly 10-15 fields (names, contact details, reference numbers and short notes). Accuracy is critical because the file feeds directly into our CRM, so even a small typo can cause issues downstream. Here is what you will do for me: • Open the shared link to each submitted form. • Copy the information exactly as shown into the matching columns of the Google Sheets template I provide. • Double-check that every required field is filled, flagging any missing or unclear data in the “Comments” column before moving on. • Save your progress at the end of each session so I can monitor completion in real time. Acceptance cr...

Hello We are looking to expand our telemarketing team and hire a few people. We are interested in someone capable of speaking fluent english and follow an simple script ( witch you can personalize if you want). All you have to do is to contact phone numbers (which we provide) and find clients for us. Once someone is interested you direct them to us and we do the rest. We pay on commission, 250 dollars per closed client. We are waiting for your offer.

I need a freelancer who takes project for me and I'll award him and give comission as well I need a steady flow of qualified B2B leads within the technology sector. My priority is quality over volume: decision makers or strong influencers who are genuinely interested in a discovery call or product demo. Rather than a one-off list-pull, I’m after a repeatable process. That means developing whatever mix of tooling, data enrichment, and outreach workflows is necessary—think prospect list building, verification, and automated sequencing—so long as the end result is sales-ready leads I can hand straight to my closers. The method noted on my side is “Development,” so feel free to propose custom scripts, API integrations, or a purpose-built dashboard if that&...

I’m looking for reliable help keeping my small-business clients engaged and informed. The core of the role is proactive communication and timely follow-ups, and almost all of that happens over the phone. Day to day you’ll be calling clients to confirm project status, answer quick questions, and schedule the next touch-point. After each conversation I’ll need a brief note logged in our shared CRM so I can see exactly where every account stands. At week’s end a concise summary of any pending issues or upcoming deadlines is enough for me to step in when needed. Deliverables • Phone follow-ups completed on schedule • Clear call notes entered in the CRM within the same day • Friday summary report highlighting open items and risks If you’...

I’m looking for reliable help keeping my small-business clients engaged and informed. The core of the role is proactive communication and timely follow-ups, and almost all of that happens over the phone. Day to day you’ll be calling clients to confirm project status, answer quick questions, and schedule the next touch-point. After each conversation I’ll need a brief note logged in our shared CRM so I can see exactly where every account stands. At week’s end a concise summary of any pending issues or upcoming deadlines is enough for me to step in when needed. Deliverables • Phone follow-ups completed on schedule • Clear call notes entered in the CRM within the same day • Friday summary report highlighting open items and risks If you’...

I need an accomplished business-development professional who can step straight into an active pipeline and turn qualified enterprise prospects into signed, revenue-generating deals. The immediate objective is simple and measurable: increase sales volumes with large-scale clients in the Real Estate and Food & Beverage sectors. You will receive a steady flow of warm leads, detailed solution briefs, and full access to our CRM. From there I expect you to run discovery calls, handle objections, craft persuasive proposals, negotiate terms, and push opportunities through to close while documenting every stage of the process. Familiarity with enterprise-grade sales stacks (HubSpot, Salesforce, or similar), contract negotiation, and multi-stakeholder decision cycles is essential. Success will...

As a GHL Expert, you will play a critical role in optimizing our use of the GoHighLevel platform to maximize its impact on our business operations. Your expertise will help us streamline processes, enhance customer engagement, and improve our overall marketing and sales strategies. Responsibilities: Manage the GoHighLevel platform. Develop workflows, funnels, and campaigns. Analyze and report on platform performance. Ensure data integrity and compliance. Requirements: Strong experience with GoHighLevel. Background in digital marketing or related field. Excellent problem-solving and communication skills.

We are Green Trade India, a manufacturer and exporter of high-quality kaolin based in India. We are looking for an experienced outbound sales professional who can contact international companies (English-speaking countries) and connect with their procurement, import, or purchase departments to introduce our products and generate qualified leads. Responsibilities: • Cold calling international prospects (database will be provided) • Speaking with procurement/import/purchase teams • Introducing our company and product (kaolin) • Booking meetings or generating qualified inquiries • Sending follow-up emails to prospects • LinkedIn outreach and connection building • Maintaining daily reporting in Excel or CRM Target Markets: English-speaking countrie...

I need a complete sales pipeline built inside GoHighLevel for an Australian-based mortgage brokerage. The goal is to take fresh leads from first contact right through to booked consultation calls, with as much automation as possible so my team can focus on closing. Here is what the finished system must do: • Capture new web and paid-ad leads directly into GoHighLevel. • Trigger an immediate SMS and voicemail drop, then staggered email and SMS follow-ups until the prospect responds. • Score each lead in real time based on engagement, loan size, and timeframe so hot prospects surface automatically. • Offer a self-serve calendar link that syncs to our diaries, locking in phone or Zoom appointments without back-and-forth. • Hand qualified opportunities across...

We are a U.S.-based multi-day international tour operator seeking an experienced Bitrix24 implementation specialist with proven travel/tour industry experience. We require a turnkey CRM setup tailored specifically to the tour sales and operations lifecycle, not a generic hotel CRM configuration. Scope includes: Custom tour-focused sales pipelines Workflow automation (inquiry → booking → payment milestones → pre-departure → alumni) Webhook integration from our booking platform (TourAmigo) into Bitrix24 Role & permission configuration Email automation sequences Reporting dashboards Integration with Google Workspace and social channels Connection to external task management system Staff training and post-launch support Important: Applicants must have demons...

I’m ready to retire our old GoldMine setup and have every piece of customer information living smoothly inside Zoho CRM. The move must include all contacts along with their names, phone numbers, email addresses, the notes and history attached to each record, plus every custom field we have built over the years. I’ll rely on you to: • Extract the selected data from GoldMine, map it accurately to Zoho’s structure (creating the same custom fields where needed), and import it without duplicates or data loss. • Preserve the relationships so that notes and historical interactions stay linked to the right contact. • Provide a brief mapping sheet and run a post-migration check with me to confirm everything landed in the right place. If you have a proven...

Here’s the revised version including that you’re a mortgage company: Job Title: Salesforce CRM Integration & Automation Specialist Job Overview: We are a mortgage company seeking an experienced Salesforce expert to fully integrate, optimize, and automate our CRM system. Our goal is to make Salesforce the central hub for all lead flow, loan tracking, communication, and automation across our business. Scope of Work: Integrate Salesforce with LendingPad (our Loan Origination System) for two-way data syncing, including automated loan status updates and transferring key service provider data into Salesforce contacts. Migrate 300–400 existing leads from Shape Software into Salesforce. Confirm and optimize Nextiva phone integration for click-to-dial functionality within Sa...

I need to squeeze far more insight out of Zoho Books’ Financial Reporting module. Right now I manage about 100 individual stores, yet I can’t pull a clean store-level P&L without manually exporting and reshuffling data in spreadsheets. Your task is to build truly custom report formats inside Zoho Books so that, at the click of a button, I can see profit-and-loss for each location and an aggregate view for the whole business. If Zoho’s standard templates won’t bend far enough, I’m open to using Zoho Analytics or the Books-to-Analytics integration—whatever keeps everything syncing automatically. Key deliverables • A reusable custom report (or set of reports) that breaks out revenue, COGS, and expenses by store for all 100 stores. • Cl...

I need configured from the ground up so my team can start working inside the platform immediately. The build should cover three core areas: lead management, email campaigns, and sales analytics. Here’s the flow I’m envisioning: contacts arrive in , move through a clean lead-management pipeline, trigger automated workflows, and feed real-time metrics into custom dashboards that surface both individual and team performance. Sequences and one-off emails will rely on branded, reusable templates that you create directly in the system. To keep the scope clear, here are the deliverables I’ll review before sign-off: • End-to-end lead stages set up with automation where possible • At least two custom dashboards highlighting funnel health, sequence performance, and...

I need an experienced business development executive who already knows the rhythms of the technology sector and can move quickly from prospecting to closing. Your two core strengths—lead generation and client relationship management—will be central to the role. From identifying qualified prospects, nurturing them through tailored outreach, to negotiating final terms, everything you do should push our sales numbers upward. You will collaborate with me on strategy, but you will own the day-to-day execution: researching target accounts, crafting concise value-driven pitches, booking meetings, and converting opportunities into recurring revenue. A proven track record of scaling sales pipelines for tech products or services is essential, and familiarity with common CRM and sales-en...

I need a detail-oriented assistant who can keep our Request-For-Quote (RFQ) process running smoothly while also feeding our sales pipeline with well-qualified leads. RFQ MANAGEMENT • Check the dedicated RFQ inbox throughout the workday, immediately logging every new request into our tracker. • Assign the correct internal reference number to each request, send a short but professional acknowledgement email, and flag any missing specs so the client receives a prompt clarification request. • Watch every submission deadline, reminding our engineering and sales colleagues in time for them to prepare quotations. • Keep the RFQ register tidy so past quotes, follow-ups and status labels are always one click away. LEAD GENERATION Alongside the RFQ flow, you will perf...

I want my QuickBooks Online account to run on autopilot through scenarios. Each week the following must happen without manual effort: • Invoicing – pull new billable items from our CRM, generate and send branded invoices from QuickBooks. • Expense tracking – sweep the linked payment gateway, tag incoming charges to the right categories in QuickBooks, and attach any available receipts. • Report generation – compile a summary P&L and cash-flow snapshot, then email the PDF to me and push a copy back to the CRM for the team. The CRM and the payment gateway are already connected to , so you can focus on mapping data fields, setting filters, and building error-handling in the scenarios. Clear, commented documentation of each module and a quick Loom wal...

Summary Company: Dealmotors Location: Remote – UK & International Applicants Welcome Type: Self-Employed Subcontractor (Commission based role) About Us Dealmotors is a UK-based vehicle purchasing business working with private sellers and dealer networks. We buy used vehicles at trade prices, and we need skilled negotiators to help us source them! What’s in it for You? • Commission per vehicle purchased • Work from anywhere in the world – fully remote • Clear daily targets so you know exactly what you need to hit Your Role • Source vehicles from online platforms (Gumtree, Facebook Marketplace, Auto Trader, eBay, etc.) • Call and message sellers to agree trade prices • Log all activity and deals in company systems • Hit daily ta...

Hi I will share the details with the shortlisted candidates thanks

US-Based freelancers ONLY preferred (USA location required for time zone alignment with Northern California – PST preferred). No exceptions – please confirm your location in your proposal. All communication via this platform only—no phone calls, emails, or external contact needed until hired. Budget: $250 FIXED (premium for fast, high-quality delivery from a proven expert – ideally completed in 1–3 days, today/tomorrow if possible). Full, complete one-time GoHighLevel setup project (expected 2–5 hours total) for a local home services business: 1. Port an existing Verizon number (ten-digit local CA number – details provided securely after hire) to Twilio for full inbound/outbound SMS and voice calls. Handle all porting paperwork/requirements (acc...

Chcę uruchomić w mojej mikro firmie prosty, lecz dobrze skonfigurowany CRM oparty na Odoo. System ma wspierać trzy główne obszary działalności: • zarządzanie potencjalnymi klientami, • zarządzanie sprzedażą, • bieżącą obsługę klienta. Nie planuję żadnych integracji z zewnętrznymi narzędziami księgowymi czy e-commerce, więc zależy mi przede wszystkim na poprawnej konfiguracji standardowych modułów Odoo oraz na podstawowym przeszkoleniu zespołu – to nasze pierwsze podejście do tego rozwiązania. Oczekuję: 1. Instalacji i wstępnej konfiguracji Odoo (on-premise lub w chmurze – doradzisz najlepszą opcję). 2. Ustawienia lejka sprzedaży, etapów leadów oraz prostych automatyzacji (np. przypomnienia follow-up, powiadomieni...

Buy a readymade CRM Telecom Software consist of order management system, which goes through phase of order creation -> resource -> provisioning -> billing -> completed Have put not put actual amount of software. Need with Sales force and Spring boot

Title: Real Estate Virtual Assistant – Calling, Lead Follow-Up & Appointment Booking Project Description: I am a busy Realtor looking for a reliable and professional Virtual Assistant to help manage and follow up with incoming leads from my CRM. I receive a high volume of real estate inquiries and need someone who can confidently handle outbound calls, nurture leads, and book qualified appointments directly into my calendar. Responsibilities: Call new and existing leads from my CRM Follow up consistently with warm and cold leads Qualify buyers and sellers based on basic criteria Book appointments for property showings or consultations Update CRM notes after each interaction Maintain organized tracking of conversations and follow-ups Respond to basic SMS or WhatsApp mes...

I need a steady flow of fresh, qualified leads in the United States for my website-design service. I work with everyone—from individuals who want a personal site to small businesses and large corporations—so there’s no limitation on company size or niche. As long as the contact is based in the U.S. and actively interested in building or redesigning a website, it counts. My preferred acquisition channel is email marketing, so your task is to research, build, and run targeted email outreach campaigns that open conversations with decision-makers and book calls for me. You may tap data providers, scrape public sources, or leverage your own lists, but each lead must be opt-in compliant and include: • Contact name and role • Company (or “personal project&rdq...

We are an IT services company offering Web Development, Mobile App Development, Custom Software, AI solutions, and long-term support services. We are looking for an experienced IT Project Broker / Business Development Partner who can bring genuine software and IT projects to our company. This is a commission-based partnership (no fixed salary). Your Responsibilities: • Source and bring IT/software projects from clients • Act as a bridge between the client and our technical team • Help with initial requirement discussion and project closure • Coordinate until project confirmation Commission Structure: • 10% – 30% per project (negotiable based on project size) • Commission paid after client payment / milestone confirmation • Long-term collaboratio...

We are an IT services company offering Web Development, Mobile App Development, Custom Software, AI solutions, and long-term support services. We are looking for an experienced IT Project Broker / Business Development Partner who can bring genuine software and IT projects to our company. This is a commission-based partnership (no fixed salary). Your Responsibilities: • Source and bring IT/software projects from clients • Act as a bridge between the client and our technical team • Help with initial requirement discussion and project closure • Coordinate until project confirmation Commission Structure: • 10% – 30% per project (negotiable based on project size) • Commission paid after client payment / milestone confirmation • Long-term collaboratio...

I run a growing leather-bag brand and I’m ready to move our entire customer journey into Zoho. My priorities are clear: strengthen relationship management, automate both sales and marketing workflows, and gain deeper insights through solid reporting. Here’s what I need: • End-to-end Zoho CRM deployment, including data migration from our current spreadsheets and sales tools. • Campaign-focused customization: I want a clean, intuitive campaign management module that lets my team build multi-stage promos, track ROI, and link each touchpoint back to the sales pipeline. • Contact management refinements: custom fields and modules that reflect our product lines, advanced filtering/segmentation for laser-targeted outreach, plus API-based integrations with the other...

**Title:** Appointment Setter / IT Sales & Marketing (Cold Outreach) **Description:** We are seeking a proactive and results-driven **freelancer** to support our IT services business by generating qualified leads and booking meetings with potential B2B clients. This role focuses on **cold outreach, conversation building, and appointment setting** with decision-makers in companies that may benefit from our IT solutions. **Responsibilities:** * Research and identify relevant B2B prospects * Conduct cold outreach via email, LinkedIn, and/or phone * Initiate conversations and follow up with leads * Qualify prospects and schedule appointments for our sales team * Maintain accurate tracking of outreach activity and results **Requirements:** * Proven experience in appointment setting, I...

I run a small healthcare service that now handles all patient inquiries remotely, and I need a reliable phone-based customer service specialist to become the first point of contact for our callers. You will take incoming calls, answer routine questions about appointments, billing, and basic medical service information, document each interaction in our cloud CRM, and route more complex issues to my clinical team when necessary. Clear, empathetic communication and strict attention to patient confidentiality (HIPAA standards) are essential. Core tasks • Pick up calls during the agreed shift (Monday–Friday, US Eastern hours) • Verify patient identity, listen actively, and provide accurate information • Log call details and dispositions in our web-based ticketin...

I run a small healthcare service that now handles all patient inquiries remotely, and I need a reliable phone-based customer service specialist to become the first point of contact for our callers. You will take incoming calls, answer routine questions about appointments, billing, and basic medical service information, document each interaction in our cloud CRM, and route more complex issues to my clinical team when necessary. Clear, empathetic communication and strict attention to patient confidentiality (HIPAA standards) are essential. Core tasks • Pick up calls during the agreed shift (Monday–Friday, US Eastern hours) • Verify patient identity, listen actively, and provide accurate information • Log call details and dispositions in our web-based ticketin...

I need a dependable remote assistant who can keep our back office organised while making sure every incoming call is handled courteously. English speaking is a must. Core responsibilities • Data entry into our cloud-based CRM and Google Sheets • Scheduling client appointments and maintaining calendars inside Google Workspace • Monitoring and tidying the shared inbox, drafting or sending responses when appropriate • Answering inbound calls during business hours, giving clear answers to general enquiries and recording messages for anything you can’t resolve on the spot Familiarity with Google Workspace (Gmail, Calendar, Sheets) and everyday use of a modern CRM is essential, as you’ll spend most of your day inside those tools. You should also feel co...

I need assistance setting up accounting in Odoo 19 for my manufacturing business. Key requirements include: - Setting up General Ledger and Cost Accounting - Integrating with CRM and Inventory Management systems Ideal Skills and Experience: - Proficiency in Odoo 19, specifically in accounting modules - Experience in integrating Odoo with CRM and Inventory systems - Background in manufacturing accounting Would prefer in person in the Phoenix az area attractive daily rate at least a few days work Needed immediately Please provide relevant experience in your bids. Thank you!

I need a unified business backbone built on Microsoft 365 Power Platform that covers both customer-facing and back-office processes. On the CRM side, the solution must capture every contact, automate the sales pipeline from lead to closed deal, and provide a smooth service console so support tickets never fall through the cracks. For ERP, I want real-time inventory visibility, clean financial ledgers with multi-entity reporting, and straightforward HR workflows covering onboarding, leave, and performance reviews—all surfaced inside the same Dataverse environment. Preferred stack: Power Apps model-driven apps, Dynamics 365 components where licensing allows, Power Automate for orchestration, and Power BI for dashboards. Key deliverables • Model-driven app(s) that delive...

I need a bespoke CRM that keeps every stage of my real-estate leads organised while directly tying into the marketing campaigns that feed those leads. The build must cover three core functions from day one: • robust lead tracking so I always know source, status and next action; • automated email follow-ups triggered by lead behaviour or timeline; • clear, at-a-glance reporting and analytics so I can see which ads and agents are converting. The system has to talk natively to both Google Ads and Facebook Ads—pulling campaign data in and, ideally, pushing conversion events back out—so I can view performance without jumping between dashboards. Two user roles will run the daily workflow: Admin (full control) and Agent (restricted to their own leads and tasks). ...

I need QuickBooks Online feeding Zoho Analytics continuously so that every sale, expense, supplier balance, customer balance and project-level profitability figure appears in my Zoho workspaces the moment it is entered in QBO. Scope • Build or configure an integration that listens to QBO in real time (webhooks/API) and pushes the data into Zoho Analytics through its Data Upload or in-built connector endpoints. • Map fields for the five data sets mentioned above, preserving historical records and incremental updates without duplicates. • Set up error handling and simple logging so I can trace failed uploads, if any. • Provide a short hand-off document (or quick Loom walkthrough) showing how to restart or adjust the sync if I change a field or add a new report c...

Automated Real Estate Systems Development Overview Ongoing work I am a part-time realtor focusing on investment properties, and I want to streamline my workflow with an automated system. This system will help investors by publishing daily cash-flowing deals on my Facebook and WhatsApp groups, aiming to facilitate engagement and lead generation. Read more Scope of work - Automated data sourcing from MLS or other property data sources. - Develop a cash flow analysis and ROI calculation system. - Filter properties meeting positive cash flow criteria. - Automatically format and publish daily posts to Facebook and WhatsApp groups. - Integrate a CRM system to capture inbound leads. - Provide documentation for system management. Read more References - Provide similar projects you have completed....

I need an experienced telemarketer who can spend three to five hours each weekday cold calling small businesses across the United States and turning them into warm prospects for our free ATM placement program that also pays the business a monthly commission. The primary focus is salons and spas, bars, liquor stores, and grocery stores, but you’ll also come across laundromats, hotels, pharmacies and other high-traffic venues that fit our model—feel free to pursue them when it makes sense. You’ll be provided with new business listings to call, a brief pitch, qualifying questions, and a simple CRM submission form to capture each prospects contact name, business name, best phone number, address and email. I expect you to work from your own calling setup (soft-phone or VoIP i...

Our organisation is moving its day-to-day operations onto and I need a partner who can architect the entire workspace from scratch. The first milestone is a volunteer-management system that captures sign-ups, matches people to shifts or projects, and then drives timely email and SMS updates. I am platform-agnostic for the messaging layer—Mailchimp, Sendinblue, Twilio or another option—so long as the integration is clean, reliable and easy for non-technical staff to maintain. Once the volunteer flow is live, the same account will expand to: • Donor management with digital giving integration and real-time tracking • Project management boards for multiple construction jobs, including task dependencies and budget visibility • Homeowner assistance check-ins, ac...