CRM Jobs

I am looking to use Zoho CRM The initial requirement to customize Zoho for our needs Remove unneeded options to simplify the system for our user Integration We getting leads from different sources and would like them to pop up on Zoho Home Advisor Yelp Next Door Facebook Instagram Website Google Ads On some sites, we receive first contact as a chat and only after we chat with them they will provide contact info Would like to have a chat with Zoho Thanks You must say "Potato" to be accepted.

Hello, I'm looking for help to customise our Dynamics CRM. Specifically, we need assistance creating custom workflows using Dynamics 365. The timeframe to complete this work is urgent - we need it done within 1 week. If you have experience customizing Dynamics CRM and feel confident to meet this timeline, please let me know. Thanks!

Hello! I am looking for a Wordpress developer to develop a website for me with specific eCommerce features and designs. I already have the specific theme and design for the website in mind, as well as I will need it to be integrated with other systems and services. With your expertise, we can bring my website to life in a professional and efficient manner. I look forward to hearing from you soon and starting this project.

I am looking for a Freelancer to help me create and implement an online course. I already have a specific platform in mind, so you will just need to help me build the course and upload it to the platform. The course should take somewhere between 1-10 hours to complete. I am open to some customization or additional features, but the main focus should be on ensuring the course is created and integrated seamlessly into the platform. I need an Odoo expert. The freelancer will provide direction about how to create the course in Oddo elearning and how to integrate the course into the website which is also on Odoo. The recruiter will not create the courses per se. We require directions about how to do that in Odoo so that in future we can do it all by ourselves. However, he will not spend ...

I'm seeking a detail-oriented freelancer to customize my HubSpot account and set up default views for its Deals, Tasks, and Tickets. My preferred view for these is the Board view, and I do have specific data points that I want to be included in the view. Additionally, I wish to configure this view for individual users and user groups. If you are an experienced freelancer comfortable working with HubSpot and setting up custom views, I would like to discuss my project further. Please let me know if you have any questions or concerns. Thanks!

We are seeking a skilled CRM developer proficient in customizing open-source CRM systems to meet our specific requirements for managing bank data and customer acquisition processes. The ideal candidate should have experience in creating a CRM system that is both mobile and web app-friendly. Project Requirements: Bank Data Acquisition: Customize the CRM to allow the upload of existing bank data and financial entity details. Develop a form page to facilitate the input of new bank data. Enable data owners to access and manage their own data. Customer Acquisition Data: Create a user-friendly form for customers to input their details. Implement access for customers to view and manage their own data. Develop a mechanism to mark prospects...

-Requisitos: Proficiente en gestión, servicio al cliente y contabilidad. Conocimiento en SEO, CRM, sitios web, embudos de ventas y anuncios de Facebook. El candidato debe tener habilidades de edición de video, ser ingenioso con atención al detalle, y ser rápido para aprender e implementar. Se requiere ser bilingüe. -Responsabilidades: Implementar estrategias de coaching inmobiliario. Asistir a capacitaciones inmobiliarias. Conseguir leads y establecer citas. Inglés - Nativo o completamente fluido. Remoto Conoce más información:

I'm looking for a CRM (Customer Relationship Management) developer to help me get the most out of my business. We currently use a platform other than Salesforce or HubSpot, and I'm looking for an experienced developer to take my CRM to the next level. My primary goal is to optimize our sales and lead tracking processes. No integrations with other software or systems are required. If you have experience developing CRMs for businesses, and can help usher our existing system into a more productive and efficient way to maintain relationships and track sales data, then I would love to speak with you.

I am looking for individual(s) that have experience working the Highlevel () CRM software Experience with landing pages, automation

Project Description: I am seeking an expert in Suitdash, Odoo or Bitrix for a customization project that is expected to take more than 2 weeks to complete. Skills and Experience Required: - Expertise in Suitdash, Odoo or Bitrix platform - Strong experience in customization - Proficient in web development and programming languages - Familiarity with UI/UX design principles - Problem-solving skills for troubleshooting any issues that may arise during the customization process - Ability to work within a specified timeframe and meet deadlines Requirements for the system: Lead tracking Click2call Customer service call reception with client info Support tickets and be able to assign them Email, Sms, voice drop drip campaigns CRM Quotes with e-signature for approval Au...

I run a lead generation business for local contractors (Roofers, plumbers, electricians. I am looking for a Go High-Level expert with experience in the local contractor industry to assist me with setting up two pipelines that interact with each other in GHL. Here is a link explaining what I need. Please respond with a summary of the video I provided and your past experience working with local contracting companies. Timeline: - The project needs to be completed within 1-2 weeks. If you have the necessary skills and experience in Go High Level and the local contractor industry and can meet the specified timeline, please submit your proposal.

I am looking for a developer to build a construction CRM system for my existing business. I am open to suggestions for the specific CRM system to use, but I have a timeline of 1-3 months for the completion of this project. Skills and Experience: - Experience in developing CRM systems - Proficiency in development - Strong knowledge of CRM best practices and functionality - Ability to customize and tailor the CRM system to meet the specific needs of my business - Attention to detail and ability to ensure data integrity and security within the CRM system

I am seeking assistance with Microsoft Dynamics 365, specifically the Customer Service module. I am looking for help with complete demos and understanding the data structures required for implementation. This need is time-sensitive, and I require the assistance within a week.

I am looking for a Zoho customization expert who can provide one-on-one coaching to help me learn and understand Zoho CRM. As a beginner with no prior experience, I am seeking guidance and training in specific areas of Zoho CRM customization. Requirements: - Expertise in Zoho CRM customization - Ability to provide one-on-one coaching and guidance - Strong communication skills to effectively teach and explain concepts - Patience and understanding for a beginner-level learner Ideal Skills and Experience: - Extensive knowledge and experience in Zoho CRM customization - Previous experience providing training or coaching on Zoho CRM - Familiarity with different customization features and functionalities in Zoho CRM If you are a Zoho customization expert with the ability to provide persona...

Szukamy osoby/firmy, a którą nawiążemy stałą współpracę przy szkoleniach i wdrożeniu zoho one, w szczególności campaigns oraz crm. Proszę o ofertę.

I'm seeking a detail-oriented freelancer to customize my HubSpot account and set up default views for its Deals, Tasks, and Tickets. My preferred view for these is the Board view, and I do have specific data points that I want to be included in the view. Additionally, I wish to configure this view for individual users and user groups. If you are an experienced freelancer comfortable working with HubSpot and setting up custom views, I would like to discuss my project further. Please let me know if you have any questions or concerns. Thanks!

I'm looking for someone to update my existing self-hosted vTiger CRM installation. I don't need any additional customization - just a basic update will do. However, the update needs to be handled correctly so the entire system will work as expected and all data are kept. Current Version: 7.4 Required Version: most recent (I think 8.X) There was an issue on updating to 7.5, whereas I rolled back to 7.4. Please let me know if you have experience with vTiger CRM, can confidently update my current installation and mention flux-compensator in your offer. More details about the issue via chat.

My company is seeking to build an applicant tracking system with CRM based on Vtiger open source to help streamline our current recruitment process. The project is intended for use in an existing business. I have a detailed list of features and functionalities that I would like the system to have. My team and I are eager to get started on this project and anticipate a completion time within a month. If your services meet these needs, please don't hesitate to reach out and let me know how you can help.

I am looking for an experienced freelancer to help me migrate my GoHighLevel instance. I am a subaccount currently and I need to take all of the things I have built in it out. The owner isn't wanting to allow that so I need someone to help me copy it so I can set it up in my own account. Skills and Experience: - Expertise in GoHighLevel and its various features and functionalities - Proficiency in data migration and transferring customizations from one instance to another - Familiarity with setting up funnels and automations in GoHighLevel Project Requirements: - Migrate my current GoHighLevel instance from one account to another instance - Transfer all customizations that have been done on the current instance - Ensure that all funnels and automations, which are more than 20 in nu...

Project Details €8.00 – 16.00 EUR per hour BIDDING ENDS IN 6 DAYS, 23 HOURS Guys please I don't have time to waste. Take a good look at the file and the assignment. If you are not able to give a clear answer of the work we will do on the project and in how much time and the final cost don't write to us. LIMO SERVICES This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho A...

Guys please I don't have time to waste. Take a good look at the file and the assignment. If you are not able to give a clear answer of the work we will do on the project and in how much time and the final cost don't write to us. LIMO SERVICES This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho Analytics (the best reporting app to read all kinds of data and visualise it for easy u...

Build Customer Database w/Images - Import into ZoHo CRM I am looking for a skilled freelancer to build a customer database with images and import it into ZoHo CRM. The ideal candidate for this project should have experience in data entry and CRM management. Customer Database: - The database should include customer information along with their corresponding images. - The images to include in the database are vehicle images. List of Customers: - I do not have a list of customers yet. - The freelancer will be responsible for gathering customer information based on the provided photos. Project Scope: - The number of customers to be included in the database is currently unknown. - This will be an ongoing project, and the freelancer should provide an estimate per vehicle. Skills and Experi...

PABX call record got stored and played in CRM.

I am looking for a Salesforce ecommerce developer who can help me with my project. Specific Requirements: - Product catalog management: I need someone who can assist with managing and organizing my product catalog on the Salesforce platform. Existing Architecture: - I have an existing CRM or ERP system that needs to be integrated with Salesforce. Timeline: - The project needs to be started immediately. Ideal Skills and Experience: - Strong experience with Salesforce ecommerce features and functionality - Expertise in product catalog management on Salesforce - Familiarity with integrating Salesforce with existing CRM or ERP systems - Ability to work quickly and efficiently to meet immediate project deadlines

I am looking to build a Customer relationship management (CRM) for managing all the company's relationships and interactions with customers and potential customers. I need it to be built from scratch .

Estoy interesado en un especialista en Zoho CRM para que me apoye en: - Revisar proceso y flujo de trabajo relacionado a oportunidades, una vez el negocio se gane. - Configurar Modulo CPQ (Product Configurator, Price Rules). Costos, precios de productos - Configurar adecuadamente la emisión de quotes, donde se considere estructura de costos (Hoy en dia se hace en excel y se coloca en el CRM). Centralizar el proceso completo en el CRM. - Configurar emisión de quotes para 2 empresas de 2 paises diferentes, pertenecientes a la misma organización y en el mismo tennt de Zoho CRM. - Configurar 1 Blueprint del proceso de ventas relacionado a Deals (Oportunidades).

I am looking for a freelancer who can assist me with creating email campaigns and forms with automation for my GO High Level (GHL) project. Specific tasks include: - Setting up my GHL account - Building funnels and automations I am already familiar with GHL, so I do not require any training on how to use the account. I have a desired timeline of completing the project within 1 week. Ideal skills and experience for this job include: - Proficiency in using GHL - Experience in creating effective email campaigns - Knowledge of building funnels and automations Please include examples of previous GHL projects you have worked on in your proposal. Thank you!

I have "Contact" Entity Then another Entity called "Associated Contacts" Associated contact has: First_Contact: Lookup from Contacts table Second_Contact: Lookup from Contacts table I'm trying to create a view, that has "Selected Contact" associated one regardless he is the first_contact or second_contact

I need some body ho speak, english, or spanish. Me gustaria MUCHO un freelancer en Espagnol. Tengo unas listas en excel de datos que quiero import a dentro de mi CRM enversion gratuita el tiempo de ver si el crm monday me gusta. Ya baje el template de Real estate . Intente import los datos pero la colomna no se coordinan. Si ustedes me lo pueden ensenar como hacer en mismo tiempo de lo hace seria genial. Aqui les dejo un video explicativo tambien de mis nesesidades: video explicativo : secondo video explicativo:

HubSpot CRM Hub Website Theme Design Primary Purpose: Brand awareness Skills and Experience: - Proficiency in HubSpot CRM platform and ability to integrate it into the website design template - Must use the supported functions and resources available at HubSpot: Design should be first created as a image template for approval in phase 1. I will pay for concept designs of a home page and a sub-page, if needed. Design should be similar to There will be almost just as many pages on the website as the URL above, so bid based off of that.

I'm looking to create an Open kart CRM system that is capable of contact management, sales pipeline tracking, and task management. Additionally, I need this CRM system to have the capability to integrate with other existing software systems. All of this must be completed within a timeline of 1-2 weeks. I'm seeking a development team with a proven track record and success that can help me realize this project on schedule. I need a team that is reliable, communicative, and experienced in building similar systems. This project is crucial to my business and I seek a development team who can help bring my vision to reality.

Website for Existing Business Lawyer Functionality: - Interactive features such as booking appointments and filling out forms - User-friendly interface for seamless navigation - Secure payment options for client transactions Design: - Corporate style with a professional and trustworthy aesthetic - Clean and organized layout for easy access to information - Attention to detail to reflect the credibility of the lawyer's services Ideal Skills and Experience: - Web development expertise with experience in creating interactive websites - Proficiency in designing corporate websites with a focus on user experience - Strong understanding of security measures for handling client information securely Note: Please provide a portfolio showcasing previous corporate website projects.

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

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

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

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

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

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

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

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

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

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