CRM Jobs

I need someone well-versed in Zoho CRM and Magento2 to assist me with creating and publishing API endpoints. Key Requirements: - Experience in creating API endpoints in Zoho CRM and Magento2. - Proficiency in publishing these endpoints. The Job: - The primary tasks will revolve around developing API endpoints. - This will involve working with Zoho CRM and Magento2. Data Access: - The endpoints are intended to give access to order and product data. Ideal Candidate: - You should have previous experience with similar integrations. - Knowledge of Zoho CRM and Magento2 is crucial. Please include any relevant samples of your previous work when applying.

I'm looking for a proficient developer to create an automated document verification system focused on improving the document management process of educational or related institutions. The system needs to handle verification processes for transcripts, certificates, and IDs. Key Features: - Real-time Verification: It is imperative that the system can verify documents immediately upon submission. - Secure Storage: Verified documents should be stored securely, ensuring confidentiality and data protection. - User-friendly Interface: The system should have an intuitive and simple-to-use design to allow effective handling of documents. Integration: - The system should be capable of API integration for seamless incorporation into existing structures. Ideally, the developer should have a s...

I'm seeking an expert in GHL to help with a project involving the platform. The specific tasks and the main goal of the project are not detailed, as the user did not provide this information. However, the ideal freelancer for this job should be experienced and proficient with the GHL platform and have the following qualifications: - Proficiency in setting up online payment systems - Experience in customizing GHL platform - Troubleshooting and bug fixing skills - Ability to implement new features on the GHL platform Please share your relevant experience with the platform and let me know how you can support my project.

I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead ...

Hi everyone, I'm searching for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and c...

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sales process and customer relationship mana...

I need a Zoho expert to help me set up a system where emails that match certain keywords in the subject are copied to a specific WorkDrive folder. Ideal Skills and Experience: - Proficiency in Zoho Mail - Experience in email filtering - Knowledge of WorkDrive system Please note that I want the emails to be copied, not moved, to the WorkDrive folder. I need both incoming and outgoing emails to follow the same method. I work in an office with 15 others and we get new cases meaning new filters frequently, so I'd like a method to be able to update their filters without needing them to redownload anything, sort of like a central hub from my computer. If there is any way for that to be done, I'd like to know the method.

I'm looking for a dedicated professional who can assist me with appointment setting. My business is diverse, incorporating Cryotherapy, Accupuncture, Auto Detailing and Real Estate. Key Requirements: - Set 10-20 appointments per day. - Must use phone calls as the primary method for setting appointments. Skills and Experience: - Proven experience in appointment setting, ideally within multiple industries. - Excellent phone manner and communication skills. - Ability to manage and track appointments efficiently. - Understanding of the Cryotherapy, Accupuncture, Auto Detailing, and Real Estate industries would be a big plus. Please note that this job is for setting appointments only, no sales involved.

As a business, we're seeking a skilled Salesforce Developer who specializes in the customization of workflow processes. The potential candidate should have experience in: - Tailoring existing Salesforce modules - Creating new Salesforce modules - Integrating Salesforce with other systems We have a particular focus on sales processes. Therefore, it's vital the developer can innovate and automate our sales flow processes. This task includes, but is not limited to: - Lead generation and tracking - Sales pipeline management - Sales forecasting Expertise in these areas will significantly streamline our operations and enhance our sales processes. Looking forward to meeting highly experienced and professional Salesforce developers for this project.

I need a Zoho Creator expert for my project to increase efficiency, streamline data management and improve collaboration in my team. The main features required include: - Building data entry forms: This will allow for standardized and organized input of data. - Workflow automation: To streamline the operations and reduce the manual workload. - Report generation: For quick and easy access to the information when required. There are no third-party applications integration needed for this project. Ideal freelancers for this task have a strong background in Zoho Creator and understand workflows. A proven track record of creating efficient systems will be a significant advantage.

I'm expanding my technology business and I need a dedicated individual to assist in setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortable with the daily call volume and h...

I need a professional to help me with the setup of my Google Ads account and integrate it seamlessly into my GHL platform. I'm looking to generate leads to grow my Sales Consultancy business and need someone with expertise in this area. Key requirements: - Setting up Google Ads account: As I've already created the account, this job entails optimizing it for maximum lead generation. - GHL integration: Ensuring that the ads are integrated effectively with my GHL platform is crucial. This will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales...

Company Overview: We are a dynamic and rapidly growing company based in Vancouver, British Columbia. Our culture is built on innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaini...

I'm looking for a qualified professional to assist with the migration of our Hubspot data into Microsoft Dynamics 365 Sales. Key Deliverables: - Migrate Contacts, Companies, Tasks, Activities, Deals, and Calls from Hubspot to Microsoft Dynamics 365 Sales. There are 10,000 contacts. - Ensure all data relationships and custom fields are accurately mapped and migrated, as well as deals process flows, as required to accommodate the Hubspot data. It's important that the migration process is seamless and all data remains intact during the transition. Ideal Skills and Experience: - Proven experience with data migration between CRM systems, specifically from Hubspot to Microsoft Dynamics 365 Sales. - Strong understanding of custom fields and data relationships within CRM systems. P...

Busco un desarrollador que pueda crear un sitio web cuya principal característica es que cuenta con un funnel page en el que (de acuerdo al target de cliente) al finalizar el registro , el usuario podrá ver una serie de ofertas personalizadas para el. Este funnel page, además de contar con distintos pasos, estará conectado con CRM de cliente via API. Por lo que ideal si sabes de implementación via API. Debido a que capto usuarios, necesito recomendaciones de buenos sistemas para la base de datos que construiré, acepto recomendaciones.

As a Sales Freelancer, you will be responsible for generating leads, nurturing client relationships, and closing sales deals. You will play a crucial role in driving revenue growth and expanding our customer base. This position offers the flexibility to work remotely while collaborating closely with our sales and marketing team. Responsibilities: * Lead Generation. * Negotiation * Collaboration * Reporting Benefits:  Competitive commission-based compensation structure.  Flexible work schedule and location.  Opportunity to work with a dynamic and supportive team.  Potential for growth and advancement within the company. Commission Pay Type:  It is based purely only on Commission.  In initial process for each verified lead you will receive 200/ and followed by that once the lead cl...

I need a CRM system that is less complicated than the one at , but with a few additional features. The system should be compatible with both web and mobile. I want it to be built in , the no-code tool. Key Features: - Contact Management: The system should allow me to easily manage and store contact information. - Task and Activity Tracking: It should help me track tasks and activities related to each contact. - Email Integration: I want to be able to send and receive emails within the CRM. - Google Calendar Integration: It should have the ability to sync with Google Calendar. LinkedIn Integration: - I need the system to integrate with LinkedIn, specifically to fetch public profile data of people I am connected with on LinkedIn. Ideal Skills: - Experience in CRM development - Proficien...

¡Hola! Busco un appoiment setter en ESPAÑOL con experiencia para trabajar de forma remota con jornada completa, sería a base a resultado por venta realizada del CLOSSER, producto higt ticket del 10% (100$) con buenas habilidades sociales y con buena actitud, busco un setter confiable que sea eficiente a largo plazo, pero primero debemos comprobar su rendimiento. Nos enfocamos en los nichos de consultorias, coaching y info productos, la prospección en frio es atraves de Instagram y si es posible también por LinkedIn. Requisitos: •Experiencia previa como appoiment setter •Experiencia en uso de CRM y actualizaciones precisas del día trabajado. •Experiencia para cualificar leads y generar oportunidades de venta. •Excelentes ha...

I'm in need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you're up for the task, I’d love to hear from you!

We are looking to hire a Botpress expert for a few days of work. You will help us create a couple bots as well as connect our WhatsApp API. I am on Tokyo time and am posting this at 10:00pm now. Tomorrow at 7:00am, I will hire for this job, and you must help us connect the WhatsApp API in a meeting at 9:00am. You will only be paid the time you are in meetings my team and I. This job is $15 per hour and you will be joining us for 4 hours while we connect WhatsApp API, test some integrations, and work on the first chatbot together. You must be available to be awarded this project tomorrow at 7:00am-9:00am Tokyo time. You must be very familiar with Botpress. I will also hire you to automate our payments via Gravity Forms & Brevo. I do not answer AI responses, so please make your respo...

I'm looking to integrate a real-time chat feature between our CRM (Bitrix24) and Omnichannel (Huggy) platforms. Key details include: - The integration must be comprehensive, i.e., there should be no missing features or functionalities on either platform during or after integration. - Real-time synchronization is crucial. This means that chat data should be immediately accessible and updated in both systems without delay. Ideal candidates for this job should have prior experience in real-time chat integration, especially with CRM and Omnichannel platforms. They should be able to deliver quality work that guarantees seamless communication without any glitches or delays in the chat feature. I appreciate developers who pay attention to details, as every aspect of this project is essenti...

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks ledger as normal?

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's advanced features for SMS messaging and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platforms. - Exce...

I have a set of tech-related tasks that require your expertise. As a freelancer working on this project, your role will extend from setting up applications to webpage development, centered around improving my workflow and data comprehension. Key Tasks: - Setting up MS Outlook for effective email management. - Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skills in website developm...

I'm looking for a skilled freelancer who can help with a range of tasks to streamline my business operations and processes. The ideal candidate will be proficient in a variety of software and technologies, and have prior experience with CRM systems, email management and web development. Key Tasks: - Setting up Outlook & email management - Automating tasks with Zapier - Integrating CRM system - Developing an e-commerce website with specific features including: * User registration and login * Social media integration * Contact form * Image gallery * E-commerce capabilities - Creating a Google Form - Analyzing data with analytics - Performing sentiment analysis Desired Skills: - Strong proficiency in Outlook, Zapier, CRM systems, and Google Forms - Experience in e-commer...

I'm seeking a Zoho expert based in Bucharest, Romania, who can assist with several tasks related to Zoho integration. Key requirements include: - Experience in Zoho Books integration and Zoho Creator app development. - Proven ability to implement Zoho One that supports 10-50 users. Additionally, the ideal candidate must have: - A strong capacity to customize workflows and automations within Zoho's ecosystem. - Hands-on experience integrating Zoho with various third-party applications. - Expertise in designing and providing reporting and analytics capabilities through Zoho. Looking forward to collaboratively creating a robust, efficient, and easy-to-use business platform.

Looking to convert a Symfo PHP CRM into a multi tenant SAAS system to onboard multiple clients at single instalation with subscription plans and billing. Demo of the CRM at More details on the requirements and onboard flow is aa follow 1. Create a landing page to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other. Single database multi tenant also can be done if less efforts. 5. Subscription packages based on per user billing and features restrictions an...

I am in need of a custom CRM system tailored for my mechanic shop. - Customer Management: The CRM should be adept in managing customer information, including tracking customer service history and sending automated service reminders. - Appointment Management: A sophisticated calendar system with drag-and-drop functionality is crucial for effective scheduling. It should also have the capability to send automated email reminders and allow for easy rescheduling of appointments. I am looking for a freelancer who has experience in developing CRM systems, particularly for the service industry. A solid understanding of customer relationship management, appointment scheduling, and email automation is essential. Experience in working with mechanic shops or similar businesses would be a big plus.

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of the cont...

I need help with migrating my accounting data from Zoho Books to another software. - The data to be migrated is less than 1 year of transaction records. Ideal Skills and Experience: - Experience with Zoho Books - Proficiency in data migration - Strong understanding of accounting principles - Attention to detail and accuracy in data transfer - Ability to complete the task in a timely and efficient manner. Please provide details on your experience with data migration, especially if it involves Zoho Books.

I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship management processes. Currently, we generate leads through cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and poss...

I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.

I am seeking a seasoned salesperson with a strong background in CRM software, particularly those that are used for customer service functions. Your main responsibilities will be selling our CRM software to large corporations. Requirements: - Extensive experience in CRM software sales. - Deep understanding of customer service-oriented CRM tools. - Proven record of selling software to large corporations. Those who can demonstrate a solid track record of high value sales within this specific arena will be highly considered. This role requires an assertive, professional, and dynamic individual who is driven by beating sales targets. Your passion for customer service technology should shine through and inspire potential clients.

We are looking for a seasoned SDR professional based out of Gurugram, India. You are expected to own building the sales pipeline through inbound & outbound channels to support the revenue goals of the business. Services: HR Consulting & Advisory & ERP implementation Key Responsibilities: - Prospecting & Lead Generation: Conduct outbound & inbound prospecting activities such as cold calling, email campaigns, and social selling to identify and engage with potential customers. - Lead Qualification: Conduct thorough research to gather information about prospects and understand their pain points. - Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs...

We are in need of a skilled freelancer experienced in Method CRM to help optimize its usage for our business. Key aspects of the project include: - Customization: Tailoring the system to suit our specific business requirements, including the automation of certain processes and the addition of specific fields. - Integration: Ensuring seamless integration of our existing systems with Method CRM. This may include email marketing platforms or other software we utilize. We're looking for someone who's proficient in Method CRM and has a proven track record of customizing and integrating similar systems for businesses. Your understanding of CRM best practices and ability to adapt systems to meet unique business needs will be highly valued.

I am seeking a skilled administration officer who can work remotely with reliable I.T. equipment and a work-friendly environment. This is a full-time position with a monthly salary of $2,000 (Australian Dollars). Responsibilities: - Data entry and file management: The ideal candidate will be responsible for inputting, updating, and maintaining data accurately and efficiently. - Email and calendar management: Handling and organizing emails and managing calendars, scheduling appointments and meetings. - Customer service and support: Providing excellent customer service, addressing queries and concerns. Software and Tools: - Microsoft Office Suite: Proficiency in Word, Excel, and PowerPoint is required. - Vettrak Student Management System: Experience with this software is beneficial but not...

In my pursuit of further honing my business coaching skills, I'm looking to connect with an expert in customer success. My primary focus areas are: - Enhancing customer satisfaction - Boosting customer retention rates - Assisting customers in achieving their objectives With your expertise, I aim to substantially improve these areas. Therefore, a deep understanding and hands-on experience in customer success, particularly within the context of business coaching, is essential for this role. I look forward to a productive and beneficial collaboration.

We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. The freelancer needs to create content and make changes according to the agency's () requirements in the different tabs and menus of the CRM system. The freelancer will also need to update the same content in the actual CRM system. Additionally, the freelancer must send a complete file containing all the content created for the project separately, including demo proposals. Responsibilities: 1) Collaborate with our CRM team to understand...

In search of a seasoned CRM developer with experience in creating over 10 to 15 CRM software. The ideal candidate should have: - Proficiency in building key features and functionalities such as contact management, lead management, and sales pipeline tracking. - The ability to integrate the CRM software with social media platforms and customer support ticketing systems. - Skills to develop both web-based and desktop application versions of the CRM software. If you possess the skills outlined above and are able to meet these requirements, I encourage you to apply.

We are seeking an expert GoHighLevel freelancer/agency to assist with setting up and customizing our GoHighLevel account for a marketing campaign targeting real estate companies, specifically a property management company located in the UK. As part of the campaign, we require assistance with the following tasks: up and customizing the GoHighLevel account to align with our agency and client business needs. and implementing high-converting funnels to increase sales for the property management company. automated workflows to simplify business processes and boost productivity. third-party tools and applications to enhance the GoHighLevel experience. up various elements within GoHighLevel, including sales funnels, landing pages, onboarding processes, forms, automations, and campaigns. T...

I am seeking a skilled Salesforce CRM analytics expert who can fix a bug on one of the Dashboards in our CRMA Ideal skills and experience: - Prior experience with Salesforce CRM analytics, particularly with Reports and Dashboards - Excellent understanding of CRMA - Familiarity with identifying issues in CRMA

I am looking for a professional with a deep understanding of TALLY and BITRIX to assist in the development of a seamless module for data transfer between the two platforms. Key Objectives: - Develop a module for Real-time data sync between TALLY and BITRIX. - Establish Custom field mapping for data consistency across platforms. - Design and implement templates for CRM documents on BITRIX. Key Tasks: - Configure BITRIX for importing data from TALLY. - Ensure the module is capable of handling a medium volume of data transfer (several hundred records per day). Ideal Skills: - Proficiency in TALLY and BITRIX is essential. - Experience in developing integrated systems is a must. - Strong understanding of CRM processes and data handling. - Ability to create efficient and robust data transfer...

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