CRM Jobs

I am looking for a freelancer who can provide training and setup for the Accounting module in Odoo 16 Enterprise. This is a new implementation and I am expecting the training and setup to be completed within two weeks. 1-2 hours daily . Accounting Entries and setup in all the Odoo ERP Apps Like Accounting, Inventory , Manufacturing, CRM etc ... Ideal skills and experience for this job include: - Strong knowledge and experience with Odoo 16 Enterprise - Expertise in the Accounting module of Odoo - Ability to provide comprehensive training and setup for the Accounting module - Excellent communication and teaching skills to ensure effective training If you have the required skills and experience, please submit your proposal.

Mandatory Skills: *Required Salesforce Platform Developer I / Platform Developer II Certified *Good experience in Apex/ VF & LWC skills *Good communication skills Experience -6+ years

We collect data each day, filter it and append some classifications and identifiers to each record. Now we need an email tool that can use these classifications and identifiers to select the email recipients, merge some specific content based upon the classification and send the proper content to the email recipient. Next, we need to manage the email responses. These will include the hard unsubscribe and soft subscribes. The project is better defined in the attached document. The project can be based upon open source or coded. We have been looking at Mautic for the email solution- Our objective is to automate the email tasks. This can be done by creating cron jobs based upon marketing campaigns, to land in inboxes and meet email protocols for proper B2B compliance. Or possib...

I am looking for a freelancer who can help me set up Zoho CRM for my business. The specific features that I need to set up in Zoho CRM are Sales Pipeline Management. I also require custom fields to be created in Zoho CRM to suit my business needs. I am starting fresh with Zoho CRM, so I do not need any assistance with data migration. Ideal skills and experience for this job include: - Strong knowledge and experience in setting up Zoho CRM - Expertise in customizing fields and workflows in Zoho CRM - Familiarity with Sales Pipeline Management in Zoho CRM - Attention to detail and ability to understand and implement specific business requirements

I am looking for a freelancer who can upgrade the current synchronization system that connects Smartsheet and HubSpot. It's working now, but a couple of bugs need to be fixed and all process needs optimization. The main goal of this project is to update deals in HubSpot based on information in Smartsheet. If everything is fine, we will need to connect couple another Sheets to the same HS account. Skills and experience required for this job include: - Proficiency in working with Smartsheet and HubSpot - Knowledge of API integration and data synchronization - Ability to develop a system that can periodically synchronize data between Smartsheet and HubSpot The synchronization is running by demand. If you have experience in and are familiar with Smartsheet and HubSpot, please reach o...

I am looking for an Odoo expert to assist a tour and travel agency with the implementation of the CRM and proposal module. Skills and experience required: - Strong knowledge of Odoo - Experience with implementing the CRM module in Odoo - Ability to provide advice and guidance on the best approach for our specific requirements and challenges. - deep knowledge on tour and travel management WITH Odoo Working: - we will have (paid) meetings - you document our requirements - we agree on them - you estimate - we agree to estimate - we award milestones Budget Our placed budget is a placeholder, place your best hourly rate to get considered

looking for an MS Dynamics expert

We are seeking a skilled Power Platform Developer with expertise in Power Apps, Microsoft DataVerse, Power Automate, and SPFx. The ideal candidate should have a strong background in designing, documenting, building, and deploying Power Apps and Power Automate flows. The candidate must be well-versed in low-code business application development, Microsoft Power Platform projects, and proficient in programming/scripting languages such as JSON and JavaScript. Responsibilities: Power Apps Development and Maintain existing apps Design and develop Canvas and Model-driven Power Apps using Microsoft Dataverse or other backend data storage models. Implement effective data and Dataverse entity modeling. Power Automate Flows: Design and implement Power Automate flows to automate business proces...

I am looking for a freelancer to provide smartsheet training for my team. Training Agenda: - Although I have a rough idea of the training agenda, I would appreciate the freelancer's expertise in finalizing the details. Familiarity with Smartsheet: - As a beginner, I am seeking a trainer who can provide comprehensive training to help my team understand the basics and functionality of Smartsheet. Training Setting: - I would prefer the training to be conducted in a group setting, allowing my team members to learn and collaborate together. Ideal Skills and Experience: - Strong knowledge and experience in working with Smartsheet - Previous experience in conducting group training sessions - Excellent communication and teaching skills to effectively convey information and ...

We are looking for ongoing support with Pipedrive development, specifically in lead management, reporting and integrations with our other platforms, particularly Zapier and Panda Docs. Pipedrive tasks include: - Automated message changes - Zapier – assisting with setting up new automations and editing existing automations - Organising and categorising leads - Updating lead information/status - Updating settings/dropdowns - Reporting - WhatsApp (API) integration & development: The integration should be one-way communication, allowing users to send messages from our platform to WhatsApp - Form building & integration - Providing advice and guidance on best processes and integrations with Pipedrive Panda Docs tasks include: We are seeking assistance with the specific fe...

I am looking for a software CRM expert who is experienced in Sales forecasting. The specific CRM software that I use is Salesforce, so knowledge and proficiency in this platform is a must. Requirements: - Expertise in Salesforce CRM software - Proven experience in Sales forecasting - Ability to effectively manage leads and contacts - Strong analytical skills to accurately forecast sales Timeline: - This project is urgent and needs to be completed within 1-2 weeks. If you have the necessary skills and can meet the tight deadline, please submit your proposal.

I am looking for a freelancer who can help me set up and integrate Facebook and Snapchat pixel with Zoho CRM for conversion optimization. I currently have all of these systems connected and my main goal with this project is to increase conversion rates. Skills and experience needed: - Strong knowledge and experience in setting up and integrating Facebook and Snapchat pixel with Zoho CRM - Proficiency in troubleshooting and debugging to ensure smooth integration - Expertise in optimization and tracking to maximize conversion rates - Familiarity with customer targeting and tracking customer behavior to optimize conversions

I am looking for a freelancer who can help me update sales orders in Zoho Inventory using the Zoho Inventory API and Zappier. Specific Information to Update: - TAX METHOD Trigger for Update: - Yes, there is a specific trigger that will initiate the update to the sales order. Ideal Skills and Experience: - Proficiency in working with Zoho Inventory and its API - Experience with Zappier and integrating it with Zoho Inventory - Familiarity with Zoho CRM, Finance software, and Email marketing platform If you have the necessary skills and experience, please reach out to discuss further details of the project.

I am looking for a freelancer who can assist me with setting up my CRM on Hubspot. I have a number of Excel lists of customers that I would like to have uploaded into Hubspot so that I can start using Hubspot properly. The Excel lists are just the customer names and I am looking for someone who can add the URL and head office details to each customer so that more information gets populated in Hubspot. Skills and experience needed for this project: - Proficiency in setting up CRM systems, specifically Hubspot - Ability to provide guidance and recommendations for utilizing Hubspot effectively - Excellent communication skills to understand and meet my specific requirements

Description: I am looking for an expert who can customize my GoAutoDial 4 or Vicidial system according to my specific needs and apply my existing theme design to the agent call screen. The main focus of the customization is on reporting, analytics, and the implementation of my current theme design. Specific Requirements for the Project: Customization of the system to provide detailed agent performance analytics. Integration of the system with Excel for generating reports. Application of my existing theme design to the agent call screen. Ideal Skills and Experience for this Job: Strong knowledge of GoAutoDial 4 or Vicidial system. Proficiency in scripting and dialing rules. Experience in CRM integration. Expertise in reporting and analytics, with a focus on agent performance analytics. F...

Project Description: Salesforce Setup I am in need of a freelancer who can assist me in setting up Salesforce specifically for Sales Cloud. Skills and Experience: - Proficient in Salesforce setup and configuration - Experience in setting up Sales Cloud features and functionalities - Knowledge of advanced integrations with Salesforce - Ability to handle complex integrations and custom features within Salesforce The ideal candidate should have expertise in Salesforce setup and configuration, with a focus on Sales Cloud. They should also have experience in advanced integrations and be able to handle complex integration requirements.

I want some solution like CRM for my business. with Admin Dashboard, Where Complaints and Issue related tasks will be allocated, assigned, viewed, and Maintained, and accordingly, Reports can be generated, more additional features are welcome. Before sending me your solution showcasing your previous CRM Software works are much appreciatable.

I want to set up my Click Up account as both a Client Portal & for my own reference. I want the Client Dashboard to include an analytics tracker (I've already created a list of the details that I want). Dashboard also to include a to do list for the client and an overview of the upcoming content calendar. I want it to also include a box for announcements. I have example photos and a done up Notion dashboard. I just want it to be created in Click Up for easy and aesthetic access.

Project Description: I am looking for a CRM solution that focuses on customer support. Features needed: - Customer support functionality - Ability to track customer interactions and tickets - Ticket management and escalation system - Sales analyses - Lead distribution I prefer a cloud-based CRM solution that can be accessed from anywhere. The CRM should be able to accommodate 1-10 users with different access levels. Ideal skills and experience: - Experience in implementing and customizing cloud-based CRM systems - Strong knowledge of customer support processes and best practices - Proficiency in integrating CRM with other systems, such as email marketing tools or help desk software.

Project Title: Notion template editing I am looking for a freelancer who can help me with editing my Notion template. The specific changes I need are related to formatting and design. I want to add a notification hub and have some minor parts of my template that need to be edited. I have a rough idea of the new sections I want to add, but I would also appreciate your input and suggestions. The Notion template currently has more than 7 pages, so experience with managing and organizing large templates would be ideal. Skills and experience required for this project include: - Proficiency in Notion and its formatting options - Strong design skills and an eye for aesthetics - Ability to rearrange elements and sections in an organized and visually appealing way - Experience with managing ...

I am looking for a skilled freelancer to develop a Travel CRM and Web portal and Andriod App for my business. The project requires specific features such as customer management, sales tracking, and task management. Ideal skills and experience for this job include: - Proficiency in developing CRM systems with customer management, sales tracking, and task management functionalities - Experience in using open source solutions like LAMP stack for development - Ability to deliver the project within a timeline of 1-3 months If you have the necessary skills and experience, please submit your proposal for consideration.

Initially to 4 cities in the following states: CA, GA, KY, SC, TX, and the Virgin Islands. As market activity changes so will the quantity of locations.

Project Title: CRM Integration CRM Platform: HubSpot Description: We are looking for a skilled freelancer to integrate our HubSpot CRM with our company. The ideal candidate should have experience in integration and be familiar with HubSpot CRM. Skills and Experience: - Proficient in HubSpot CRM - Experience in integrating CRM platforms - Ability to complete the project within a tight timeline (1-2 weeks)

I am looking for a freelancer who has experience setting up Zoho Zapier and Tax Jar integration specifically for Zoho Inventory. Ideal skills and experience: - Proficiency in Zoho applications, particularly Zoho Inventory - Experience in setting up and configuring Zapier integrations - Familiarity with TaxJar and its integration with Zoho - Knowledge of automating sales tax calculations between Zoho, Zapier, and TaxJar The main task for this project is to automate the sales tax calculation process between Zoho Inventory, Zapier, and TaxJar. If you have the necessary skills and experience, please apply for this project.

HubSpot Setup - CRM setup Skills and Experience Needed: - Experience with HubSpot CRM integration - Knowledge of email marketing and lead generation - Familiarity with setting up HubSpot for initial use Project Description: I am looking for a freelancer who can assist me with the initial setup of HubSpot for my business. Specifically, I need help with CRM integration to ensure seamless communication and organization of customer data. Requirements: - Integrate HubSpot CRM with existing systems or data (if applicable) - Set up email marketing campaigns and automation to streamline communication with leads and customers - Implement lead generation strategies to capture and convert potential customers - Ensure that the initial setup of HubSpot is optimized for my business needs Ideal Cand...

Odoo SH Support I am looking for a freelancer who can provide support for the implementation of Odoo SH. The specific module that requires support will be discussed further. I have a specific issue that needs support. The complexity of the issue will depend on the possibilities offered by the Odoo SH platform. Ideal Skills and Experience: - Strong knowledge and experience with Odoo SH implementation - Expertise in the specific module of Odoo that requires support (to be discussed) - Ability to analyze and troubleshoot issues in Odoo SH - Familiarity with the features and functionalities of Odoo SH - Excellent problem-solving skills and attention to detail If you have the necessary skills and experience, please submit your proposal detailing your relevant experience and approach to pro...

Just Singup for the Zoho one , we have few things to setup ..we dont have the time to setup them and learn it do let me know if you can setup them for me ....Only a good Individual freelancer Required not an Agency

We wish to build a Sales CRM web and mobile application

I am looking for an expert who can assist me with the Twilio A2P and GoHighLevel registration process. I require the registration of my TWILIO and GOHIGHLEVEL accounts to ensure compliance and successful A2P registration for all our phone numbers. This A2P registration is a requirement the United States Government put in place and it prevents all people who don't properly register from sending text messages from phone numbers we purchase. The ideal candidate will have experience in both platforms and be able to handle the entire registration process within a week. Skills and Experience: - Expertise in Twilio A2P registration - Proficiency in GoHighLevel registration - Strong understanding of the entire registration process for both platforms - Ability to work under ti...

Project Description: I am looking for someone who have made and want to sell a CRM system to help me track and process leads for my CPA business.

We're looking for a freelancer who can create or implement a site with certain features that mirror the backend of the Yoga 6 site (which is a Hub Spot site). Ideally we'd like to know what software can do the job, OR can we achieve the same effect with a certain Word Press theme that can be customized. Ideal Skills and Experience: - Proficiency in font creation and design - Strong knowledge of client portals and implementation - Attention to detail to ensure all functionality is present in the similar site created Please submit your information along with the word "YOGA" so that we know you read the brief. Submissions without that key word will be omitted.

Business Development Executive - Senior-Level Industry: Technology Tasks: - Lead generation - Partnership development - Market research Skills and Experience: - Proven track record in lead generation and partnership development - Strong understanding of the technology industry - Excellent market research skills - Ability to identify and pursue new business opportunities - Demonstrated ability to build and maintain strategic partnerships - Exceptional communication and negotiation skills - Proactive and self-motivated approach to business development We are seeking a highly experienced Business Development Executive to join our team. The ideal candidate will have a senior-level experience in the technology industry, with a focus on lead generation, partnership development, and market re...

We want to build product system CRM (mobile, webapp) - Customer: manage customer, manage sale, sale pipeline. - API callcenter - Live chat: sms, facebook. - Marketing: sms, email. Setup campaign, payment google and facebook in my CRM. - Subscription: permisson, user, package use cloud. - Integrated with AI (language, content...) - open to any tech stack as long as we can set up campaigns. and Hubspot and Salesforce cannot do it.

I am looking for a virtual assistant who can help me with setting up and managing my CRM system in odoo. The specific tasks that I need assistance with are data entry and organization. Here are the details of the project: Tasks: - Aiding in the set up of a multi company system within Odoo - Data entry and organization in the CRM system - Ensuring all customer information is accurate and up to date - Organizing and categorizing customer data for easy access and retrieval Training: - I prefer to provide written instructions for training the virtual assistant on these tasks but occasional phone or video conferences will be necessary. - Clear and detailed instructions will be provided to ensure a smooth transition Time commitment: - I anticipate needing assistance for less than 5 hours per...

seeking a skilled CRM Developer with a strong background in Dynamics 365 and SSRS report development. The project involves the creation and optimization of an SSRS report, leveraging complex data structures and ensuring seamless integration with Dynamics 365 CRM. The focus will be on implementing dynamic data retrieval and report customization to meet specific business requirements. Key Responsibilities: Rapid development and optimization of an SSRS report within the Dynamics 365 CRM environment. Crafting and executing advanced data queries to extract relevant information from various CRM data sources. Implementing dynamic data filtering and conditional row visibility within the report. Working closely with the project lead (myself) for requirements gathering, troubleshooting, and rapid ...

I need an assistant help with Clixio or GoHighLevel setup and ongoing development. Looking for someone hourly who is available to work in person in the Macomb County Michigan Area or via web meetings.

I am looking for a designer to create a design for a CRM portal based on already completed wireframes. The ideal candidate will have experience in creating user-friendly and visually appealing designs for web applications. The project requires designing about 40-50 screens, but many are similar to each other. Skills and Experience: - Proficiency in UI/UX design and wireframing tools. - Strong knowledge of color theory and typography. - Experience in designing user-friendly interfaces for web applications. - Attention to detail and ability to create visually appealing designs. - Ability to work collaboratively and communicate effectively with the development team. I will send the wireframes via PM and other details can be discussed then.

CRM Application for Pharmaceutical marketing activities and Dr visits - I am looking for a CRM system specifically designed for Pharmaceutical marketing activities and Dr visits. - The main feature I need in the CRM is sales pipeline tracking to effectively manage my sales process. - No integration with any other systems is required. - My preferred platform for the CRM is cloud-based. - The ideal candidate should have experience in developing CRM systems with a focus on Pharmaceutical marketing activities and Dr visits. - Knowledge of sales pipeline tracking and cloud-based CRM platforms is essential. - The CRM should be user-friendly, intuitive, and customizable to meet the unique needs of the Pharmaceutical industry. - Strong communication skills and the ability to understand and trans...

I am looking for a freelancer who can help me build a GoHighLevel Funnel/CRM with the following requirements: - Sales pipeline management: I need the CRM to effectively manage and track my sales pipeline. - Lead capture and nurture - Existing partial database integration: I have a partial customer database that needs to be integrated into the CRM. - Third-party application integration: I would like to integrate specific third-party applications with the CRM, but I need assistance in identifying which ones would be the most beneficial for my business. Ideal Skills and Experience: - Experience with building and customizing GoHighLevel Funnel/CRM systems. - Proficiency in integrating and managing customer databases. - Knowledge of various third-party applications that can be integrate...

I am looking for a Salesforce Developer who can assist me with bug fixes. Specifics: - Customization, integration, and configuration of Salesforce - Implementation of specific requirements and functionalities Requirements: - Experience in Salesforce development - Familiarity with bug fixing and customization - Ability to work with a detailed list of requirements Timeframe: - Project needs to be completed within 2-3 days

I am looking for a freelancer who can help me with setting up Bitrix24 and creating departments within the platform. The specific features that need to be set up are focused on project management. Requirements: - Experience in setting up Bitrix24 and familiarity with its project management features - Ability to create departments within Bitrix24 - Knowledge of best practices for organizing departments and teams within the platform Skills: - Strong understanding of project management principles - Proficiency in using Bitrix24 and its project management tools - Excellent communication and collaboration skills The project will involve starting from scratch, so there is no need for data import or migration. However, it is important that the freelancer has experience with setting up Bitrix2...

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

Crear un CRM de control de productividad de cada usuario, acceso a múltiples usuarios, con accesos limitados, firmas electrónicas, envíos de documentos, portal de clientes, portal de usuario, portal de admin, integración de email, mensajes de texto, directorio de páginas web y compañías, conector con rate quote insurance, conector y recopilación de datos de compañías, otros

Estoy en busca de un especialista en GoHighLevel para colaborar conmigo en diversas tareas relacionadas con esta plataforma. Específicamente, necesito asistencia en la configuración de embudos (funnels) y en la implementación de procesos de automatización. Experiencia en configuración de GoHighLevel como CRM, para seguimiento de clientes Objetivos para los Embudos y la Automatización: Aumentar la generación de leads. Mejorar las conversiones de ventas. No hay un plazo específico para la finalización de estas tareas. Habilidades e Experiencia Ideales para este Trabajo: Dominio de GoHighLevel. Experiencia en la configuración de embudos y automatización. Conocimiento de estrategias de generación de leads ...