CRM Jobs

Hi! I'm managing a SS website for a client who needs to integrate a Zoho CRM into Squarespace. I can't simply embed their given URL into an iframe and so am wondering how it works to implement an API. Zoho has forwarded instructions and I'd like someone to teach me how to do this. Thanks

Linking (Zoho one) with (Microsoft Dynamics 365 business central)

Linking (Zoho one) with (Microsoft Dynamics 365 business central)

We want to build a sales CRM for agent, Manager and admin according to our need with no restriction in seats. All the details will be provided

Hello All I am looking for a freelancer who can create an inhouse crm which has features like -> a. Create - Organization / Department/ Users b. Adding Customers using Name, Email , Number c. Raising Ticket Under Customers - OPEN/CLOSED d. Transfering the tickets to various departments 3. Disposition Codes - Taggings and Subtaggings at the end of the call I need this kind of crm by Sunda...

We are looking for someone who is expert in managing our Front app account It is a software used to manage messages and team members.

I need a basic CRM for managing leads with the following features: A few autosaving editable info fields for each lead that include drop downs and date pickers. A time stamped note system. Ability to add additional persons to every lead along with contact information for them. A filterable lead list. A recall date system that displays notifications and reminds the user on the date set. A secure ba...

I have the tokens for the capsule api and I want to have the data from capsule feed to a spreadsheet in Google Sheets.

Looking for someone who has built CRM solutions. Please showcase some of your work.

Hi All, I want 10k data salesforce software using companies in canada. In Data should be Key Contact person, Email Address, Business phone number, personal phone number, website link etc.

I am looking for someone to set up Office 365 Business Premium on 3 x PC's and 2 x Laptops - There are 3 x users in total. Also want to ensure all VOIP phones are integrated on mobiles and office. Hubspot must be integrated throughout to ensure fully sync and working.

We are hiring! SOftware company from Belgium is looking for sales representative (English). Shoot me a message if you're interested and I'll send you all the details. Thank you.

My wife runs a small non-profit, I'd like to use something like SuiteCRM in a sub domain on my own Company website. I need to integrate with a Facebook group/Sheets/Gmail. I'm an IT consultant well versed in databases and code but just don't have the capacity to do this. Basic diagram uploaded

Hi we are looking for a team to work and deliver a complex school management CRM [login to view URL] profiles ( records) 2. Teachers profiles ( including classes and resource sharing) 3. Staff 4. School 5. Parents

I am looking to manage my leads effectively. When I am making calls I am unable to keep track on details of the latest communication. I have integrated Whatsapp API link as well, but it is not looking good I need you to help me make the leads look clean, Easy to update latest update Easy follow up on times Track all changes occurred.

We are looking for a person who development experience in front-end integration of 3rd party apps into veeva or other sales force apps

I need some one that can do data searches, and web-based activities, I will have videos that explain each step you have to simply follow instructions on the video and communicate with me any questions etc. work is ongoing. Please also do a speed test of your internet connection at [login to view URL] and post your results as the work you do will be on the internet and you need internet. please sa...

I am gonna purchase the Magento 2.3 Aucumatica Integration module. If someone has this experience, hope to get module soonest.

Magentrix PRM Portal Customization · Update look and feel of Magentrix partner portal to match our Website · Add ability to register deals that auto-create an opportunity in Salesforce tagged to the appropriate RSM (sales rep) · Integration with partner collateral and enablement content repositories on Sharepoint to download content · Request/track MDF/event funding &mi...

I need someone who can create custom reports as per our requirements for vicidial and send via email. For example some of the reports would be daily reports Some of the reports weekly reports monthly reports and yearly reports. Attached sample in excel. But need it neatly designed in html and sent as a email on a condition. THIS IS NOT AN EXCELL JOB ONLY WHO WORKED ON VICIDIAL PREVIOUSLY CAN ...

One of our client, is using a customer vtiger CRM for managing its properties. The mission is to update the CRM, make sure everything is working fine and reconnecting booking with Google calendar API.

We want a basic training in how to optimize and use salesforce. We also want to develop a long term relationship to later consult and ask for future projects/help needed. From basic administration to advance development.

I run a property rental company called Love Where You Live. I buy properties and rent them out to professional tenants. I require help with the following within the business: - searching for properties of a certain criteria in one area of the UK and provide information on spreadsheet - using multiple platforms/portals to search for the properties - arrange properties into blocks from each agent...

Looking to have list made from construction database lists and have them entered into excel sheets ready for importing into Salesforce. Approx 2000 contacts

HI, I have a "relate field" in SUITE CRM by default its calling "Name" field Instead Name i want to call other custom value .

[login to view URL] is a software-as-service startup offering offline marketing attribution to websites (TV, Radio to Google Analytics). We are disrupting the Nielsen ratings dynamic. We work with advertising agencies, media publishers and online retailers to optimize their offline media campaigns. Before applying please visit our website: [login to view URL] We are looking for an experienced sal...

We are looking for a team/freelancer that can customize ZOHO for our client needs. This project will be devided in sections. Knowladge in ZOHO books, CRM, Campaings, Workplace aswell in ZOHO creator, workflow is needed. Deadline 4/6 Weeks for all tasks of this project. I hope to hear from you soon

Technical Lead for brand new, fully funded Dynamics 365 CRM engagement Provide design, architecture, and deployment leadership for enterprise level Dynamics 365 implementation Lead complex legacy migrations into the Dynamics 365 platform using traditional dev tools, as well as new solutions like Power Platform, Azure cognitive services, and more Work closely with business leaders on planning, p...

We have 10 users with multiple channels and we would like the sales channel to be set up with auto updates, motivator, etc. Also to review and recommend set up for best results.

NO INDIAN FIRMS: Whomever we hire must start immediately and work around the clock to complete all works within 3-5 days. We need 2-3 QUALIFIED Designers for loading content, pics + a Graphics Designer to make it Cutting Edge/Sharp + HubSpot, Zoho & Server Integration. We need a Logo Maker (3D refresh on some & new). We just went thru and awful experience with an Indian Firm. This projec...

I am transforming a frozen yogurt business online. I am looking for help to build a multi-language (English, Chinese & Spanish) supported website & feed content to social media platforms (FB, Instagram & other) for online ordering. be able to link lead generation, user, membership info to a CRM system, provide order/delivery summary dashboard, can easily add some promotion content/pro...

We are looking for a company in male maldives to represent our company there, we will be providing with software and we will need this company to do the integration of the software there as well as maintain it for 5 years. Please contact me only if you are a registered company, even if it is a small firm.

Do you have experience in recruitment? A good opportunity to work with a small company with high values, on a daily basis. Essential skills: - Good with CRMs - Excellent English including grammar and punctuation - Ability to read through resumes and CVs for required skills and abilities - Organisational skills - Excellent time management - Headhunting experience on LinkedIn - Efficient data proc...

HELLO EVERYBODY I WANT TO DEVELOP THE REPORT IN VTIGER 7.2 IT CAN GIVE ME THE DETAILS ABOUT EVERY USER DATA LIKE HOW MANY LEADS HE CREATED ,HOW MANY NEW CONTACT CRATED, HOW MUCH REVENUE HE CAN EARN ,HOW MANY PEOPLE HE FOLLOWUP USING THE MEETING CALL OR SITE VISTED IN SORT I MEAN I WANT THE WHOLE DETAIL ABOUT THE USER WHAT ACTIVITY HE CAN DONE IN SELACTED RANGE

I have an immigration consulting business and will need to customize Odoo CRM for my business. I have included a description of our internal process and an excel document with details of our modules requirement.

Hi Everyone We use a few different marketing apps and i am looking to get someone to come on board to help us step it up to the next level. We are looking for a consultant to come on and help fine tune what we are doing. Essentially we are after someone with multiple skills across a lot of platforms and seeking ways to increase conversions & automatons. Our current issues at the moment inclu...

Looking for a professional who has done a few (if not many) of CRM & ticket raising system in past. Please don’t submit, in case you don’t have exact CRM experience. This is a discussion / introduction document about the project. Please go through this only if you are prepared to spend a around 4-5 hours understanding and viewing things at this pre sales stage. I want this projec...

we Use Bullhorn as our our ATS and CRM tool, I want to get a training manual developed for the use of the CRm by my sales and account management team. We are about 40+ users, i would like to explain our workflow and would like someone to convert that into a good training manual or dummy guide to Bullhorn user The person taking this project should have experience in working on Bullhorn ([log...

I have a chain of laundromats and currently I am using a third party CRM and POS. Now I want a software of my own company.

vtiger crm optimization and update

I need a software that can convert paper files to digital files and be saved online. This software can make use of scanners to scan and convert images to texts and picture files. Can come in form of Desktop Application.

we run multiple instances of vtiger 6.5 and want to integrate/synch our nextcloud/kopano calenders with the vtiger calender. please ask for more details, if you are interested

We have 3 main record storage areas , Enquiries, Quotes, Jobs . We now have close to 3000 records each, we want to create an additional menu item called archived Enquiries, Archived Quotes, Archived Jobs. then i want a schedule event to run to ensure we only have 500 latest records in main menu if more than 500 then the remainder to archived as above. , the person applying for job must have at le...

I need some help with developing user journeys and funnels with active campaign Freelancer should have understanding of customer journeys , active campaign, funnel building and hopefully health and wellness knowledge ideal. Wordpress and api understanding an advantage.

I am looking for someone to help me setup my new HubSpot

Hi I need a reliable assistant/secretary to cut and paste data from websites into new contacts in Hubspot. You will get a list of links to companies like this one [login to view URL] Your task is to extract the data and enter them into Hubspot. I am not sure how long it will take, so let's do it on an hourly basis. Please state your fee per hour. Please also write if you have experience w...

Se requiere de experto en creación de Bases de Datos para crear la base y modelo del CRM en Excel o Access para una pequeña empresa.

Guten Tag, wir suchen einen Dienstleister der unser OTRS-Ticket-system an unser Suite CRM anbinden kann. - Tickets sollen sofern der Kontakt bereits vorhanden ist automatisch im CRM zugewiesen werden. - Tickets sollen aus dem OTRS heraus manuell Kunden im CRM zugewiesen werden können.

Crear un informe desde el que se pueda generar un archivo xml con la remesa de recibos bancarios en el formato que requiere el banco

Benötige für das Perfex CRM diverse Änderungen und/oder eigene Plugins wie z.B. - Filtern von Tasks - Tasks für später vormerken - Arbeitszeiten nach Kunden erfassen etc. Bitte nur mit Perfex CRM Erfahrung