Perfex crm jobs

...and functional version of the FutureOS website to: * present the project; * recruit Founding Partners; * recruit representatives and collaborators; * collect applications; * sell the first authorized programs; * launch marketing campaigns; * track sign-ups and conversions. PLATFORM The site must be built using Wix Studio, primarily utilizing: * Wix CMS; * Wix Forms; * Wix CRM; * Wix Automations; * Wix Multilingual; * Wix Pricing Plans or Wix Stores; * Wix Payments, Stripe, or PayPal; * Wix SEO; * Google Analytics 4; * Google Search Console. Velo by Wix will be used only when a feature cannot be implemented using native tools. PAGES TO CREATE 1. Home — Home / Global Launch The page will include: * the FutureOS value proposition; *...

...slowed What I need from you 1. A clear, step-by-step strategy that builds on my current efforts while adding tactics I haven’t tried—think SMS follow-ups, QR codes, post-service automations, referral prompts, or whichever channels you know convert best for this niche. 2. All copy, creative and technical setups required: review-link generators, landing pages if useful, integration with any common CRM tools, and wording that meets Google’s guidelines. 3. Hands-on execution and monitoring until we see +50 new, published reviews. Transparency is key; I’d like weekly progress snapshots with links or screenshots showing what’s live. 4. A short wrap-up report so I can keep the momentum going once the target is reached. Quality and authenticity mat...

...troubleshooting. You will answer each phone call, resolve or escalate the issue, and record every interaction. Immediately after each call, the customer’s name, contact details, and a concise summary of the conversation must be entered into our CRM so the rest of the team always sees up-to-date information. The role centers on: • Phone support – friendly, fluent English, clear line, quiet environment • Data entry – accurate, same-day input of customer information into the system I provide call-handling scripts, FAQ sheets, and login credentials to the cloud CRM; your first task is to review these materials during a short onboarding session. At the end of each shift I expect a brief report confirming total calls taken and noting any ope...

...- Help me present the case to Meta Support clearly and professionally. - Help me understand Meta Support's responses and determine the appropriate next steps. - Ultimately, help me restore my ability to purchase/renew Meta Verified Business Plus for WhatsApp, if my account is eligible. Important: I am NOT looking for: - WhatsApp API setup - WhatsApp BSP services - Bulk messaging - Chatbots - CRM integration - Marketing automation - WhatsApp marketing I specifically need someone who understands Meta Verified for Business subscriptions, WhatsApp Business eligibility, Meta Business Portfolio issues, and Meta Support escalation. Please answer these questions when applying: 1. Have you personally worked with Meta Verified for Business on WhatsApp? 2. Have you handled cases...

...Roam, Google Workspace, CRM, MCP & APIs Project Description I am looking for a technically capable AI Integration / Automation Assistant to help design, set up, document, and maintain a simple personal/business AI operating system. This is not primarily a software-development project and I am not looking for someone who wants to build an unnecessarily complicated custom application. The objective is to make existing AI and productivity tools work together simply and reliably, with as little manual intervention as possible. My intended central platform is Genspark, including SecondBrain and Super Agent. Other tools currently include or may include: • Bee wearable AI recorder • Plaud / Plaud NotePin • Gmail • Google Calendar • Google Drive • ...

...and naming conventions so anyone on the team can find prior-year work papers instantly. What I expect from you: • A short discovery call to understand the current tech stack and pain points • A written assessment highlighting gaps and bottlenecks • Step-by-step workflow recommendations, including sample SOPs or templates I can adopt immediately • Tool suggestions (practice-management or CRM platforms, secure document portals, deadline trackers) that fit a small-firm budget • An implementation roadmap with clear milestones and success metrics If you’ve already helped other accounting practices install systems in Karbon, Canopy, TaxDome, Jetpack Workflow, or similar platforms, please include that experience in your response. Practical ...

...preheaders * Engaging, conversion-focused email copy * Content hierarchy and email layout * Imagery and visual direction * Adapting messaging to different brands and audiences * Brief rationale behind the creative and content decisions * Researching relevant brand information to ensure the work feels authentic and on-brand I’m looking for someone with strong experience in email marketing design, CRM, hospitality, luxury, retail or consumer brands, particularly someone who understands how to combine strong brand storytelling with commercial objectives. Urgent turnaround: the completed work is required by tomorrow evening (14 September). Please only apply if you’re available to work on this immediately and can meet the deadline. The full brief, including the specific...

... successful conversions, and the value of the deals. There is no fixed earning guarantee. ## Training Selected candidates will receive structured training covering: * Cold calling fundamentals * AX Media and our services * Calling script * Communication and confidence * How to start a conversation * Qualification and appointment booking * Objection handling * Follow-up process * Lead sheet / CRM updates * Professional calling behaviour The initial training period will be used to understand your communication, consistency, and ability to follow the process. ## Skills We Look For There are no specific educational qualifications required. You should have: * Clear communication skills * Basic Hindi/Hinglish communication ability * Basic understanding of English * Confidence w...

...generation, and client acquisition. About Us We are Golyne Solutions, a technology and digital services company offering solutions for businesses of different sizes. Our two main offerings are: 1. Golyne CRM A cloud-based CRM platform designed to help businesses manage their customers, leads, sales, and day-to-day business processes more efficiently. Website: 2. Digital & IT Services Through our agency, we provide services including: Website Development Web Application Development Mobile App Development Digital Marketing SEO Social Media Marketing Software Development CRM Solutions Custom Business Solutions And other technology/digital services What You Will Do Your primary responsibility will be to find potential customers, approach them, understand the...

I’m looking to expand my LinkedIn network specifically with potential clients . Because my main market is the UK, USA, Australia, and Canada, I’d prefer someone already familiar with these regions’ business etiquette and time zones. Tools such as Sales Navigator, LinkedIn CRM extensions, or similar are fine as long as they respect platform rules—I’m keen on quality, not spam. If you’ve previously grown tech-focused networks and can demonstrate solid, measurable results, let’s talk and get this rolling.

I need an expert to configure, customize, and implement Odoo for my project-based business. You should have a deep understanding of Odoo’s technical aspects as well as practical experience in managing project workflows. Key Requirements: - Configure Odoo for: - Sales and CRM - Inventory and Logistics - Finance and Accounting - Project Management - Fleet Management - HR - Customize necessary Odoo modules to fit our operational needs Ideal Skills and Experience: - Proven Odoo implementation and customization experience - Strong project management background - Familiarity with the operational requirements of project-based businesses - Excellent problem-solving skills - Ability to provide ongoing support and training post-implementation Please provide examples of ...

...receive an ideal-client profile and a brief on my service offering; from there, your job is to research prospects, reach out, qualify interest and lock a time directly into my calendar. Quality matters more than volume, so each call you book must be with a genuine stakeholder who is actively involved in planning or purchasing event solutions. I’ll provide email templates, a scheduling link and light CRM access; you bring the outreach strategy, persuasive copy and the persistence required to cut through busy corporate inboxes and switchboards. What I expect: • Confirmed calendar invites with all participant details • A short note on each prospect’s needs or pain points gathered during qualification • A weekly summary of outreach activity and resul...

...The designer will audit the existing product, build a scalable design system, and progressively redesign/document the complete UX across the SaaS application, public website, customer booking experience, mobile application and internal/admin interfaces. PRODUCT SCOPE The platform includes areas such as: - Dashboard and business overview - Calendar and scheduling - Booking lifecycle - Customer CRM - Employees, teams, departments and permissions - Services, categories, products and resources - Multiple locations - Payments and transactions - Invoices, taxes and financial settings - Subscription and plan management - POS - Payroll / staff operations - Loyalty and rewards - Memberships - Packages - Gift cards - Coupons - Events - Custom forms - Notifications and communications - R...

...comments, messages) and receive scheduled posts back out. • Payment Gateway APIs – transaction details from my checkout stack need to be captured the moment they occur and pushed downstream. • CRM APIs – leads and customer records should be enriched in real time with whatever comes from the social and payment flows. What I need from you 1. Design and build the n8n workflows, including all triggers, nodes, and conditional logic. 2. Handle authentication for every service so keys and tokens stay secure. 3. Map, transform, and clean data between platforms so it remains consistent in the CRM. 4. Add robust error handling and notifications (email or Slack) so I’m alerted instantly if a step fails. 5. Provide a short hand-off document o...

We are looking for someone to build a simple but reliable automation system for our business to reduce the amount of manual work involved in handling incoming leads. Currently, leads come through different sources such as our website contact form, Google Forms and social media. Our team manually enters the lead information into spreadsheets and follows up with each enquiry. We want to automate this process using n8n.

...development company is required. You should have: Proven B2B lead generation experience Experience selling or generating leads for IT/software services Experience targeting the USA, Canada, Europe or Middle East Strong LinkedIn and cold email prospecting skills Understanding of identifying the right companies and decision-makers Strong written English communication Experience with prospecting and CRM tools Experience with custom software development, AI/ML, SaaS, web/mobile development, automation or digital marketing is particularly relevant. International Client Acquisition We specifically need someone who understands international B2B client acquisition for an IT services company. Please include examples of relevant IT/software lead-generation work in your application w...

I need a confident cold-caller or driven marketer who can get DTDC franchise owners excited about our purpose-built CRM. You’ll be calling franchisees directly, walking them through a live demo account I provide, highlighting how it sharpens their customer management, and moving them to a paid subscription. The role is 100 % commission: every franchise you convert pushes your earnings up, so your income is limited only by the volume of successful sign-ups you generate. I’ll supply full demo access, concise product notes, and quick answers whenever you need backup; you bring persistence, clear communication, and the ability to close. Deliverables • Daily call log with contact outcomes • Closed-sale confirmations so commissions can be processed • Bri...

...generation, and client acquisition. About Us We are Golyne Solutions, a technology and digital services company offering solutions for businesses of different sizes. Our two main offerings are: 1. Golyne CRM A cloud-based CRM platform designed to help businesses manage their customers, leads, sales, and day-to-day business processes more efficiently. Website: 2. Digital & IT Services Through our agency, we provide services including: Website Development Web Application Development Mobile App Development Digital Marketing SEO Social Media Marketing Software Development CRM Solutions Custom Business Solutions And other technology/digital services What You Will Do Your primary responsibility will be to find potential customers, approach them, understand the...

...Analyze deals and determine potential investor/wholesale value * Negotiate purchase prices and terms * Follow up consistently with interested sellers * Present offers and negotiate toward mutually acceptable terms * Coordinate the transaction through a signed purchase agreement * Assist with assigning the contract to an end buyer/investor * Maintain accurate notes and lead/deal information in our CRM * Provide regular updates on pipeline, negotiations, and active contracts ### Ideal Candidate You should have: * Proven experience in **U.S. real estate wholesaling or acquisitions** * Strong seller negotiation and communication skills * Experience speaking directly with motivated property owners * Understanding of ARV, repairs, comps, equity, and wholesale deal analysis * Experie...

...accurately in our CRM, and manage callbacks during your agreed working hours. Specialist technical questions, unusual installation requirements, additional discounts and non-standard commitments must be referred to our Melbourne team. You will not be expected to make these decisions independently. Who We Are Looking For Clear, natural and easy-to-understand spoken English is essential. You do not need to imitate an Australian accent, but you must be comfortable understanding and speaking with Australian customers. The ideal candidate will have: - Proven experience in phone sales, appointment setting, quotation follow-up or customer conversion. - Strong listening, rapport-building and objection-handling skills—not just the ability to read a script. - Experience using a CR...

...present our opportunity (script and talking points provided), and record the outcome in a shared tracker. • Secure permission for a follow-up meeting or gather any immediate feedback. I will supply the pitch materials, a CRM template, and guidance on investor profiles. You will update the tracker daily so I can see progress in real time. Strong spoken English and comfort making professional calls are essential; previous experience speaking with investors, executives, or high-net-worth individuals is a plus. Deliverables (to mark the project complete): • Spreadsheet or CRM export with verified investor details and call outcomes. • Call log with date, time, contact name, and next-step notes. • Brief summary highlighting key insights or object...

...through clear, step-by-step fixes, and log everything in our cloud CRM (Zendesk / Freshdesk or a similar tool you already know). When a situation needs deeper escalation, you’ll prepare concise ticket notes so our Tier-2 team can jump in without duplicating effort. Key expectations • Confident, friendly voice on the line—native-level English is a must. • Solid troubleshooting mindset; you’re comfortable with remote-desktop tools, basic networking concepts, and common OS problems. • Accurate record-keeping after each call so our metrics, SLAs, and knowledge base stay healthy. • Availability during US business hours with a stable internet connection and a noise-free workspace. Deliverables – Daily call log exported from the ...

...polished, and unmistakably professional, with a custom design that is unique to our brand. Every screen—mobile, tablet, and desktop—should load lightning-fast, remain fully responsive, and follow current SEO best practices so we start ranking from day one. Functionally, the site needs three core conversion tools built in from the outset: • a prominent contact form that routes inquiries to our CRM, • live-chat support so visitors can speak with us in real time, and • an easy newsletter sign-up that feeds directly into our email-marketing list. I’ll also need a secure, well-structured backend (WordPress, Webflow, or a comparably intuitive CMS) with a clean dashboard where my team can manage content without touching code. Performance optimizat...

...Water Damage Assistance” form * Contact forms connected to our company email * Google Maps integration * Social media links * Testimonials section * Certifications and insurance section * Basic local SEO for Orlando and Central Florida * Google Analytics setup * Basic security and spam protection * Easy for our team to update after completion We would also like the website prepared for a future CRM integration, such as HubSpot, and capable of tracking leads submitted through the website. Ideal Freelancer: * Experienced with WordPress and Elementor Pro * Experience designing websites for janitorial, restoration, construction, or facility service companies * Strong understanding of lead-generation websites * Able to write or improve professional English website content * F...

...details about course structures, schedules and fees, then guide interested students step-by-step through the application process. When a prospect meets our eligibility criteria, you’ll nudge them toward a firm commitment and record the outcome along with basic call notes and follow-up dates in a simple tracker (Google Sheets or similar). Because the conversations follow an established script and CRM workflow, I’m open to someone with entry-level experience—as long as you’re friendly, organized and willing to learn quickly. Training on our programs, tone and admission policies is provided on day one; after that you should feel confident handling calls independently and hitting weekly conversion targets. Deliverables • Daily log of calls, social-med...

... successful conversions, and the value of the deals. There is no fixed earning guarantee. ## Training Selected candidates will receive structured training covering: * Cold calling fundamentals * AX Media and our services * Calling script * Communication and confidence * How to start a conversation * Qualification and appointment booking * Objection handling * Follow-up process * Lead sheet / CRM updates * Professional calling behaviour The initial training period will be used to understand your communication, consistency, and ability to follow the process. ## Skills We Look For There are no specific educational qualifications required. You should have: * Clear communication skills * Basic Hindi/Hinglish communication ability * Basic understanding of English * Confidence w...

We are looking for an experienced B2B Lead Generation / Market Research Freelancer to conduct a one-time research project for our company, AI-3SIXTY. Our company provides AI-first operations, automation and transformation services to U.S. mid-market companies, with expertise across Sales Operations/RevOps, CRM, Finance & Accounting, Supply Chain, Warehouse Operations, AI automation and process transformation. We need a qualified list of 50 potential U.S. companies that could be strong prospects for our services. For each company, please provide: • Company name and website • Industry and company size/revenue range • Why the company is a potential fit for our services • Key decision-maker's name and designation • LinkedIn profile • Business em...

...generation, and client acquisition. About Us We are Golyne Solutions, a technology and digital services company offering solutions for businesses of different sizes. Our two main offerings are: 1. Golyne CRM A cloud-based CRM platform designed to help businesses manage their customers, leads, sales, and day-to-day business processes more efficiently. Website: 2. Digital & IT Services Through our agency, we provide services including: Website Development Web Application Development Mobile App Development Digital Marketing SEO Social Media Marketing Software Development CRM Solutions Custom Business Solutions And other technology/digital services What You Will Do Your primary responsibility will be to find potential customers, approach them, understand the...

I’m launching a new startup and need a full-stack developer who can deliver a business website built completely from scratch—no pre-made templates. The site must be clean, fast, and responsive across desktop and mobile. Core requirements • CRM integration focused on customer data management. I need every visitor’s details captured automatically so I can view, segment, and update records from a single dashboard. If you prefer a platform such as HubSpot, Zoho, or a custom Laravel/PHP solution, let me know why and how you’ll configure it. • Real-time communication via live chat. Users should click a floating widget, start a conversation instantly, and continue the thread even if they leave and return. Drift, , Intercom, or a custom WebSocket imple...

...business and I’m ready to bring on a dependable Virtual Assistant for a long-term collaboration. Your core focus will be organizing client data. Day to day, that means gathering information from emails or shared folders, structuring it logically, and keeping everything easy to find. I currently lean on computer support solutions for this work, though if you’re comfortable with spreadsheets or a light CRM I’m happy to adapt. Beyond data organization, you’ll occasionally help with general administrative tasks—simple research, light business writing, and routine inbox maintenance. Nothing is overly technical; basic computer literacy, clear written communication, and attention to detail are what really matter. If you’re reliable, proactive, and e...

...contact form. A key requirement is native integration with a CRM system so every enquiry or contact-form submission feeds straight into the pipeline with the right tags and source tracking. I’m not planning to take payments online at this stage, and I don’t need any email-marketing automation yet—so the focus stays on a smooth content experience and solid lead capture. Suggested tech such as WordPress, Webflow or a lightweight headless CMS is fine as long as the final build is easy for non-technical staff to update. Good page-load speed, mobile-first layout, and basic on-page SEO must be baked in from day one. Deliverables • Fully designed and developed academy website (home, courses, resources, about, contact). • CRM system integra...

I need a single, fully-integrated CRM platform that lets one person run my entire law firm with AI handling every routine and data-heavy task. From the first touchpoint with a prospect right through to closing the matter—and then on to HR, accounts, compliance, and ongoing client care—I want the system to think, draft, remind, route and report without constant human supervision. Key functions the agents must own • Lead generation and qualification, including outreach sequencing via our email system. • AI-assisted legal drafting that pulls data from our document-management repository and populates templates automatically. • Human-resources workflows such as candidate screening, onboarding checklists and performance reminders. • Any remaining...

...seconds. Clear, polished communication is therefore critical. Understanding our value proposition, capabilities and solving their problem is the key to success! Key deliverables • Minimum weekly quota of qualified introductions achieved via LinkedIn, phone and/or email • Confirmed dates for on-site visits and/or viewing video overview with decision makers • Brief activity report submitted via CRM immediately upon contact made, responses, and next steps • Ongoing contact and follow-up may be required to affirm corporate relationship build Acceptance criteria A deliverable is considered complete when the executive personally agrees to a site visit (virtual or in-person) and the appointment is entered on our shared calendar which include personal conta...

...conversations into signed purchase orders. Your day-to-day revolves around final negotiations: confirming specs, handling objections, agreeing on Incoterms, and pushing the deal across the finish line. I take care of lead generation, logistics, and after-sales support, so you can focus on what you do best—closing. Key deliverables • A measurable pipeline of closed orders, reported weekly • Basic CRM updates so I can track progress and schedule fulfilment • Quick hand-over of any technical or after-sale questions that surface once the contract is signed If you already sell heavy machinery, production lines, or industrial components, you will feel right at home with our catalog. Multilingual skills, familiarity with export compliance, and existing rela...

...learn—so messaging and creative will have to flex by age bracket while still feeling like one cohesive brand story. Content mix Blog posts for authority, short videos for quick engagement, and eye-catching infographics for easy sharing will form the core of the programme. Everything should be optimised for each platform’s best practices and tied to clear calls-to-action that route prospects into our CRM. Scope & key deliverables • Channel strategy that details positioning and ad-set structure for Facebook, Instagram, and LinkedIn • Editorial calendar mapping blog posts, videos, and infographics to each audience segment • Creation (or direction) of all creative assets, including copy, thumbnails, and captions • Paid and organic distr...

...reliable automated workflows using **n8n, Make, Zapier, AI agents, APIs, webhooks, CRMs, and AI models. Responsibilities: * Build and maintain advanced automation workflows using n8n, , and Zapier * Develop AI agents and AI-powered workflows using OpenAI, Claude, Gemini, or similar LLMs * Integrate third-party platforms through REST APIs, webhooks, OAuth, JSON, and API authentication * Build CRM automation for lead capture, qualification, follow-ups, pipeline management, and reporting * Create AI-powered chatbots, WhatsApp automations, and customer-support workflows * Work with Voice AI platforms and conversational AI when required * Connect automation systems with Google Workspace, Airtable, Notion, Slack, CRMs, databases, and other SaaS platforms * Debug existing workflows and...

I need an expert to customize Zoho CRM for effective client communication and management of our prospective order pipeline. Key Requirements: - Customize records for: - Contacts - Meetings - Formal communications - Promotional events - Streamline client communication logs: - Client contacts - Meetings - Formal communications Ideal Skills & Experience: - Proficiency in Zoho CRM customization - Strong understanding of client relationship management tools - Experience in automating and organizing client communication records - Ability to tailor the CRM to fit specific business needs Please provide examples of previous Zoho CRM customization projects.

...TypeScript * WOW Dashboard template * Existing REST APIs The existing functionality and APIs should be preserved. ### Ideal Freelancer We are looking for someone with strong experience in: * SaaS dashboard design * Admin panels * ERP UI/UX * React applications * Modern web application design * UI/UX audits * Design systems and reusable components Experience with **ERP, School Management Systems, CRM or similar business applications** will be an advantage. ### Important **Please do not immediately quote only for changing the sidebar.** We want you to first **review the complete admin panel**, understand the product, identify the design/UX gaps, and then provide your recommendation and quotation. In your proposal, please share: * 2–3 examples of modern admin panels/...

...you’ll handle • Research and add fresh German-language business leads to the pipeline • Execute high-volume cold-calling and LinkedIn outreach with a clear, value-driven pitch • Manage the entire sales process, from first touch through contract signature and hand-off to onboarding • Keep concise notes in our CRM so we can both track deal progress and lifetime value What I’ll supply • Initial product training, sales scripts and objection-handling material • Access to our CRM plus any required call software • Warm inbound leads when available, though success ultimately relies on your proactive outreach Success looks like weekly pipeline updates and a steady flow of closed deals that activate and renew. If you...

...implement and manage marketing automation solutions for our growing business. This is an ideal opportunity to showcase your expertise in marketing automation platforms and strategies. Scope of Work Set up and configure marketing automation tools/platforms Design and optimise automated email campaigns Implement lead nurturing workflows Create customer journey automations Integration with existing CRM/business tools Performance tracking and optimization Documentation and training (if applicable) What We're Looking For: 1. Proven experience with marketing automation platforms (HubSpot, Marketo, ActiveCampaign, Mailchimp, etc.) 2. Strong understanding of email marketing and customer workflows 3. Ability to work independently with minimal supervision 4. Excellent communication ...

We are looking for someone who can help us find genuine businesses that are actually looking for software development, not just a list of random leads. We develop websites, mobile applications, custom ERP/CRM systems, business management software and other full-stack applications. Your job will be to: Find businesses/startups that may currently need a website, mobile app, ERP, CRM, inventory/order management system or custom software. Identify and contact the owner, founder, director or actual decision maker. Talk to them and understand whether they have a current software requirement. Explain briefly that we can develop a custom solution for their requirement. Do not send us a contact just because they have a business. Only forward the prospect to us when they have shown ...

...and desktop). • SEO-ready structure: proper schema, clean permalinks, meta tags, and XML sitemap. • Simple back-end options so I can add or tweak service pages without touching code. Key deliverables 1. Wireframes & mock-ups signed off before development. 2. Complete WordPress build, pages mirroring competitor’s flow but branded for Vibecode. 3. Service inquiry form integrated with my CRM/email automation. 4. Blog section ready for future content (initial posts not required). 5. Security hardening, daily backup schedule, and staging environment. 6. Launch support and a short hand-off video walkthrough. Acceptance criteria • All major browsers and devices tested. • No console errors or 404s. • User can submit the custom se...

I need a fresh, fully responsive interface for my in-house CRM. The job covers both the visual direction and the actual front-end build, so you’ll be sketching the screens as well as writing the HTML5, CSS3 and any light JavaScript required to bring them to life. The system already works on the back-end; what’s missing is a dynamic, intuitive user experience that feels modern on desktop, tablet and mobile. I’m open on style as long as the end result is clean, uncluttered and easy for staff to navigate. Performance matters: lean markup, reusable components and fast-loading assets are a must. Deliverables • High-fidelity mock-ups for each CRM screen (figma, sketch or XD) • Responsive HTML/CSS (Bootstrap, Tailwind or hand-rolled—your call, a...

...You'll design tasks that need multi-step research, data extraction and real professional judgment, then set the criteria for scoring them. Full-time for the duration of the contract. What you'll do Complex prompt creation Write detailed scenario prompts rooted in real sales workflows: account research and prospect qualification, pipeline review and forecasting, quote and proposal construction, CRM hygiene and deal-stage auditing, territory planning, and post-call follow-up sequencing. Some briefs run through QuickBooks, covering estimates, invoicing and customer records. AI model testing Run your prompts in the platform to surface failure modes, hallucination triggers and reasoning gaps. Escalate the complexity as you go. Rubric and checklist authoring Write objecti...

...quote close rates, talk confidently about proven calling scripts, and point to clear wins in past campaigns. Beyond personal numbers, I also need someone who can step up as a small-team leader—coaching newer agents on tone, pacing, and objection handling, setting shared targets, and keeping morale high when the phone lines get tough. If you have experience refining call scripts, tracking KPIs in a CRM such as HubSpot or Salesforce, and running quick huddles to review yesterday’s metrics, you’ll feel right at home here. Please highlight your relevant experience: the industries you’ve sold into, the size of teams you’ve led (if any), and the average monthly growth or quotas you achieved. Attach any brief success stories that show how your solution-or...

...put it in their hands. Scope of work • Work qualified leads I provide (you are free to add your own). • Run discovery, deliver a live demo, address objections, and close the annual license. • Log every touchpoint in the shared CRM and hand closed accounts back to me for onboarding. Commission starts at 33% of all deals closed (Ranging from $1000 - $2500) Acceptance criteria • 5 new paid accounts in the first 30 days. • Each customer must be a U.S.-based small business that fits the government-contractor profile. • All activity documented in the CRM on the same day it occurs. If you have closed B2B SaaS deals for small government contractors before, know your way around , GSA schedules, or FAR requirements, you will ramp up quic...

Python AI CRM Automation MVP — API Integration & AI Workflow I am building an AI-powered CRM automation system for a business and are looking for a strong Python developer to help develop the initial technical MVP. The system will connect a CRM/API with a Python backend and an AI layer to automate selected customer and lead-management workflows. This is intended to become a longer-term project, but we want to begin with a focused technical milestone before expanding the scope. The proper developer will help with: * Python backend development * CRM API integration * REST API development * Database design and queries * CRM data retrieval and updating * AI/LLM API integration * Structured data processing * Automation workflow implementation * E...

Our team relies on Odoo’s Sales, Inventory, and Accounting apps, and we’ve reached the point where the out-of-the-box setup no longer fits our workflow. I need an Odoo specialist who can: • Custom-tailor each of the three modules so screens, fields, and logic align with the way we actually sell, stock, and book revenue. • Integrate Odoo with our existing third-party tools (CRM, courier API, and a small in-house finance dashboard) so data flows seamlessly. REST and XML-RPC experience will be handy here. • Walk the core users through the revised environment, recording short how-to sessions so new staff can self-train later. Key acceptance criteria • All customisations survive standard Odoo upgrades. • End-to-end order flow (quote → i...

...that plugs cleanly into the existing stack and follows Odoo best-practice coding standards (Python, XML views, qWeb, ORM). Core scope • Quotation Management – streamlined quotation creation, versioning, and automatic status tracking. • Sales Reporting – dynamic dashboards and exportable reports that slice by product, salesperson, and period. • Customer Relationship Management – lightweight CRM touches tied directly to the new sales workflow so every interaction is logged and searchable. Acceptance criteria 1. Module installs through standard Apps interface with no core code overwrite. 2. All new models, views, menus, and security rules are contained in their own namespace. 3. Unit tests cover critical business logic; demo data provid...

...nurturing warm conversations until the prospect is ready to meet with our strategy team. I’ll supply an ideal-customer profile, value propositions, and access to our CRM. You’ll research prospects, craft personalized outreach, handle follow-ups, and lock in calendar slots that meet our criteria for decision-maker, budget, and need. Clear, timely notes in the CRM are essential so my team can step in seamlessly once the meeting is set. Deliverables that matter to me: • A minimum agreed-upon number of qualified appointments per week, booked directly onto our shared calendar • Up-to-date contact histories and tags in the CRM • Weekly summary report highlighting wins, challenges, and next steps I measure success by show-up r...