CRM Jobs

I have a CRM system linked to Google Drive, but I'm experiencing synchronization and publishing issues. The program itself works perfectly, but the data isn't being saved to Drive, and user management isn't working either (I imagine this is because the data isn't being saved). I also can't restore backups or republish the CRM. I need these problems resolved urgently.

I am looking for an elite B2B Cold Caller to book meetings for an engineering firm that embeds high-performance "pods" into tech startups in 5–10 days—shattering the industry average of 41 days. You will be targeting CTOs and VPs of Engineering at recently funded companies. Your Responsibilities Execute Outreach: Use a "Triple-Touch" approach (Phone, LinkedIn, Email) to reach decision-makers. Leverage Social Proof: Use our track record with brands like Disney and Capital One to bypass gatekeepers. Hunt for Leads: Use specific LinkedIn hashtags to identify companies with fresh funding and immediate hiring pressure. Manage the CRM: Log every interaction and update the status of every lead in our provided sheet. The Requirements Equipment: You must provi...

I’m preparing a fresh outreach push for our SaaS platform and want LinkedIn working full-time for us in North America. Your job is to find and engage enterprise-level decision makers, warm them with a concise message flow, and secure calendar appointments for me or my sales team. You’ll have full access to LinkedIn (Sales Navigator, if you prefer) and any lightweight automation tools you rely on—as long as you protect my account reputation and stay within LinkedIn’s daily limits. I will supply our ideal customer profile, value proposition, and a Calendly link; the rest is yours to run. Please be ready to: • Build a clean prospect list of enterprise contacts that match our SaaS ICP in the U.S. and Canada. • Craft, test, and iterate short connection and ...

I am rolling out a fresh Odoo 15 instance and need the CRM, Project Management and VoIP modules fully configured for daily production use. Also would like to see how to implement a custom bridge between Odoo and our in-house MySQL database: data must flow reliably in both directions so that accounts, tickets and call logs stay perfectly in sync with our legacy systems. Deliverables • Configured CRM, Project and VoIP modules ready for use • A working, documented MySQL connector (source code in a Git repo) • Basic test data proving two-way sync and error handling • A short hand-off guide so my team can maintain the linkage I’ll provide SSH access to a vanilla Odoo 15 server and the MySQL schema. Let me know your estimated timeline and any clarifying quest...

I need a fluent Polish and English speaker to call companies on our prospect list and generate fresh leads for my exhibition-stand design and construction services. Your goal on each call is to identify the decision-maker, briefly introduce our booth-building capabilities, and confirm whether they are interested in having us quote or design their next exhibition stand. Key details I expect you to capture during the conversation include: company name, the relevant contact’s phone / email, upcoming shows they plan to attend, and—most importantly—their level of interest in having our team handle the stand design and build. A short CRM note that summarises the call outcome should follow each conversation so I can track progress in real time. You will receive: • A sprea...

Let me be clear, I am not looking for someone good in Internet CRM, I need someone Expert in platform - that specific platform. Not that you have worked on other CRM's. API task, e-conomics implementation, Automation tasks, Pipeline/process setup, email/PDF template building, report building etc. When you reply, please point to specific WebCRM projects you’ve handled, note the modules you know best, and let me know your usual turnaround time. Clear communication and clean, well-documented setups are a must; if that sounds like your style, I’m ready to get started.

I need a reliable virtual assistant to handle customer support calls during Australian business hours. The role is strictly phone-based, so confident, friendly communication and a quiet work environment are essential. You’ll be the first point of contact for our callers—answering questions, noting issues, and updating the relevant record in our cloud CRM while keeping response times short and the experience positive. I would prefer a female, as most of our callers will be mothers wanting information on our kids party and event entertainment service here in Melbourne. Basic call-handling software and a headset are required; familiarity with any standard VoIP tool is a plus. I will supply a clear knowledge base, call flow, and escalation procedures so you can get up to speed qu...

Quiero contratar a un instructor que imparta clases online de ZOHO CRM, completamente en español y a través de Google Meet. Partiremos desde cero: los asistentes (entre 1 y 5 personas) son principiantes absolutos y necesitan sentirse cómodos con la plataforma desde la primera sesión. Objetivo principal • Dominar la Gestión de contactos: creación y personalización de campos, importación de datos, segmentación, filtros, vistas personalizadas y mejores prácticas de seguimiento. Qué espero de las clases • Sesiones en vivo, interactivas, con ejemplos prácticos y espacio para preguntas. • Material de apoyo descargable (presentación, guías paso a paso o grabaciones, si es posib...

**Project Title:** Developer needed to build advanced AI chatbot for local businesses (WhatsApp / Instagram / Facebook / SMS) **Project Description:** I am looking for a developer with experience in AI and automation to build an intelligent chatbot acting as a “24/7 virtual receptionist” for local businesses (restaurants, clinics, barbershops, etc.). The goal is to create a solution that not only responds to messages, but also helps generate more customers, manage bookings, and improve conversion rates. **Main Features:** * Automatically respond to messages (WhatsApp, Instagram, Facebook Messenger, and SMS) * Integration with ChatGPT / OpenAI or similar AI * Automatically detect customer language (English or Spanish) and reply in the same language * Book appointments or res...

**Título del proyecto:** Desarrollador para crear chatbot con IA avanzado para negocios locales (WhatsApp / Instagram / Facebook / SMS) **Descripción del proyecto:** Estoy buscando un desarrollador con experiencia en IA y automatización para crear un chatbot inteligente tipo “recepcionista virtual 24/7” que pueda ser utilizado por negocios locales (restaurantes, clínicas, barberías, etc.). El objetivo es crear una solución que no solo responda mensajes, sino que ayude a generar más clientes, gestionar reservas y mejorar la conversión. **Funciones principales:** * Responder mensajes automáticamente (WhatsApp, Instagram, Facebook Messenger y SMS) * Integración con ChatGPT / OpenAI u otra IA * Detectar autom...

I need someone who can jump on a screen-share with me for roughly two hours each workday and walk me through real-time tasks inside Oracle Eloqua. My biggest gap is on the admin side—specifically database management—so we will spend most sessions cleaning tables, managing field configuration, and keeping the contact database healthy. Beyond that core focus I’ll still need guidance on integrations, lead-scoring models, and the occasional program build, so fluency across the platform is essential. Expect practical, on-the-job support: I’ll bring live scenarios from my day and you’ll steer me through best-practice fixes, shortcuts, and preventive maintenance. To be considered, please attach examples of past work that demonstrate you have handled Eloqua admi...

My commercial-real-estate finance platform is live on Replit in a closed beta. Before we open the doors, I need a detail-oriented developer / tester to give the build a final polish, stress-test critical workflows, and wire the data into HubSpot so every loan request lands in my pipeline automatically. The core focus is the loan-processing backend. I want you to probe every step—from borrower intake through automated underwriting logic—looking for bottlenecks, calculation errors, or security holes. When you spot an issue, patch it (or propose the fix if it touches business logic) and document what was changed. Once the engine is solid, connect the site to HubSpot. I already have the API keys; what I need is reliable two-way sync so new submissions create deals, status updates...

I have a growing pipeline of warm, qualified small-business leads for my cloud-based software solutions. I am looking for a proven Closer with flawless English communication skills to turn that interest into signed agreements. You will step in after the initial discovery call, guide prospects through the final demo or proposal review, handle objections confidently, and secure the e-signature. Since lead generation and nurturing are handled by the rest of the team, your sole focus is closing. Requirements: English Fluency: You must have near-native, professional English (written and spoken). Ability to build rapport and handle complex objections in English is mandatory. Proven Track Record: Experience in B2B phone/video selling, specifically for SaaS or cloud solutions aimed at SMEs. Tech...

Contacter les gens sur linkedin Envoie de courriels Gestion du crm Rédaction du texte Assiatant marketing

Project summary I’m a real estate investor buying distressed properties and seller‑financed (wraparound) opportunities across the United States. I need experienced outbound cold callers to work supplied owner lists, use provided talking points and scripts as a reference, and identify, qualify, and flag warm or hot leads for follow up. Callers will not be required to book appointments; their job is to surface high‑quality leads, capture accurate lead data, and deliver daily call logs and weekly KPI reports. Training, a short recorded test call, and a role‑play are required before live calling. Clear, professional spoken English required. Applicants must be easily understood by U.S. homeowners. Core responsibilities - Use supplied lists and reference scripts/talking points to make ou...

I need a responsive WordPress website that will let me list and manage short-stay properties in Greek, English and Russian. The front end must feel classic and elegant, fully aligned with the brand colours and typography that I will supply at project start. Core build • WordPress latest version installed on my VPS, configured for PHP 8.0+. • WPML 6.x (Polylang is acceptable if you prefer) set up so every page, post type and string is available in the three languages. • Custom post types for Properties and Bookings, each with intuitive meta fields and Gutenberg blocks so my staff can add content without touching code. • Reliable online booking engine integrated end-to-end: property availability calendar, price rules, coupon support and payment gateway connection...

We are looking for a proactive Sales Development & Lead Generation Specialist to help us grow our UI/UX design agency, VarunDesignHub. Your role will be to find potential clients, start conversations, send proposals, follow up with leads, and help convert them into paying projects. This is a remote freelance role with long-term potential. Your Responsibilities: • Find potential clients who need UI/UX design services (websites, mobile apps, SaaS dashboards) • Search and identify projects on platforms like Upwork, Freelancer, Contra, LinkedIn, etc. • Send personalized proposals to potential clients • Do outreach through LinkedIn or email if required • Follow up with interested leads • Qualify the client and pass them to our Business Development Manager f...

We are looking for an experienced Salesforce Agentforce Freelancer to support us with a short-term implementation task. Requirements: Hands-on experience with Salesforce Agentforce Strong understanding of AI Agents, Prompt Builder, and automation in Salesforce Ability to design and implement Agentforce use cases Experience integrating Agentforce with Salesforce Data Cloud / CRM (preferred) Engagement: Freelance / Contract basis Immediate start preferred If you have relevant experience with Agentforce, please share: Your experience with Agentforce Past projects / use cases Availability

Modalidad: Remoto Horario: Lunes a viernes — 9:00 a. m. a 6:00 p. m. (hora Ecuador) Tipo de pago: Salario mensual fijo + posibilidad futura de bonos por comisiones según desempeño - Sobre el puesto Buscamos un profesional de ventas digitales altamente orientado a resultados, con capacidad para cerrar ventas, negociar con clientes exigentes y gestionar conversaciones comerciales de manera estratégica. El rol está enfocado principalmente en ventas por chat, manejo de leads y seguimiento comercial dentro de un entorno digital dinámico. La persona seleccionada trabajará con herramientas CRM, automatizaciones y sistemas internos de gestión de clientes. Este cargo requiere iniciativa, rapidez mental, criterio comercial y alta responsabi...

I need an articulate, confident English speaker who can jump straight onto the phone and turn prospects into paying customers. Your primary mission is product sales, so every call should be focused on closing or moving the lead clearly toward a purchase. You’ll receive a vetted list of prospects, a concise script, and the key product facts. I expect you to adapt the tone naturally, handle objections on the spot, and log each outcome in my CRM the same day so we can track momentum in real time. Please tell me briefly about similar sales campaigns you’ve handled, the conversion rates you achieved, and any tools (e.g., HubSpot, Zoho, Aircall) you’ve already mastered. If you have a preferred calling setup or additional software you find boosts performance, let me know&m...

I’m looking for a dependable, long-term teammate who can keep my inbox organized, look after customers with a friendly attitude, and stay on top of scheduling so my calendar never slips. You’ll work full-time and entirely online, collaborating with me through Google Workspace and Microsoft Office tools while logging interactions in our CRM. Day to day, you’ll triage incoming emails, draft clear replies or escalate when needed, handle routine customer inquiries with a service-first mindset, and coordinate meetings, reminders, and follow-ups. Because this is an ongoing role, consistency and prompt communication are more important than racing the clock; I value accuracy, tact, and proactive problem-solving. If you’re comfortable switching between Google Docs, Sheets,...

I’m about to release a strategy-based card game created for die-hard Indian cricket supporters and need it placed in front of active WhatsApp fan communities to build a solid lead list before launch. The goal is simple: every interaction inside those groups should convert curious players into sign-ups for our early-access roster. Here’s what the engagement needs to cover: • Map and join high-traffic Indian cricket WhatsApp groups, making sure they welcome game-related content. • Craft short, share-worthy posts, memes, and match-day hooks that naturally introduce the game’s screenshots, rules, and sign-up link without feeling like a hard sell. • Schedule releases around major fixtures so messages ride the existing buzz. • Track clicks, opt-ins, ...

Project Description: We are a dental technology company selling digital dentistry equipment (CAD/CAM, 3D printers, materials) in Latin America and the U.S. We generate leads from Instagram and Facebook ads and want to build an automated sales funnel that handles the entire process from lead capture to scheduling Zoom meetings. The goal is to automate the workflow so that leads can qualify themselves through a chatbot and schedule meetings automatically. Ideally, our team should arrive at the office each day and simply see the calendar with scheduled Zoom meetings from qualified leads. Automation Flow (Target System): Lead generated from Facebook / Instagram ads Lead automatically enters a chatbot (WhatsApp or web chat) Chatbot asks qualification questions such as: Are you a dental...

I run a marketing-automation SaaS platform and need a proven closer who can personally source and convert 50 new paying customers. Your mandate is pure full-cycle sales: build your own prospect list (no leads provided), open conversations, demonstrate the product, and guide each contact through to a completed subscription. Ideal prospects are teams and agencies in the broader marketing industry—people actively searching for email, CRM, or automation tools. How you reach them is up to you: cold email, LinkedIn outreach, phone, or any mix that works. I’ll supply product training, sales collateral, and a live demo environment, but the hunting and closing are yours. Payment is results-based. We can break compensation into milestones—paid out every time you confirm 10 new cu...

Tôi đang vận hành một doanh nghiệp dịch vụ với sản phẩm cốt lõi là nền tảng Medical SaaS “Hopita”. Hiện tại tôi cần một cộng sự chuyên về Sales để mở rộng thị trường và gia tăng doanh thu cho sản phẩm này. Mục tiêu cụ thể: • Xây dựng và triển khai chiến lược bán hàng phù hợp với lĩnh vực y tế số. • Tìm kiếm, tiếp cận và nuôi dưỡng khách hàng tiềm năng (phòng khám, bệnh viện, chuỗi phòng mạch, phòng xét nghiệm). • Thực hiện demo sản phẩm, xử lý phản đối, đàm phán và chốt hợp đồng. • Phối hợp với đội nội bộ để đảm bảo khách hàng được onboard suôn ...

Je souhaite renforcer mon développement commercial dans le secteur Automobile en confiant la prise de rendez-vous qualifiés à un spécialiste capable de générer un flux régulier d’opportunités pour mon équipe de vente. Votre mission : – Identifier et contacter des prospects correspondant à nos critères (constructeurs, distributeurs, équipementiers, services liés). – Qualifier chaque interlocuteur, déceler le besoin et obtenir un rendez-vous ferme avec la bonne personne décisionnaire. – Renseigner et mettre à jour les informations dans notre CRM afin que notre force de vente dispose d’un dossier complet avant l’appel. – Fournir un br...

Tôi đang tìm một freelancer có thể hỗ trợ khâu bán hàng. Công việc bao gồm: • Lên danh sách và tiếp cận khách hàng tiềm năng bằng những kênh phù hợp (email, mạng xã hội, gọi điện). • Ghi chú, theo dõi và cập nhật tình trạng từng khách hàng trong file Excel hoặc CRM mà tôi cung cấp. • Báo cáo kết quả và đề xuất điều chỉnh mỗi tuần để tối ưu tỷ lệ chốt đơn. Bạn cần giao tiếp chuyên nghiệp, nắm căn bản về kỹ năng bán hàng và sử dụng thành thạo các công cụ văn phòng. Nếu bạn từng làm việc với CRM (ví dụ: HubSpot, Zoho), vui lò...

We’re Hiring: Lead – Microsoft CE / Power Platform Architect Are you a visionary leader with deep expertise in Microsoft Dynamics 365 CE, Power Platform, and Azure AI? Join us to architect and deliver next‑generation CRM solutions that transform customer engagement. What You’ll Do: Lead and mentor a team of CRM and full‑stack developers, driving delivery of CRM, portal, and web apps. Architect scalable solutions integrated with ERP, payment gateways, and omnichannel platforms. Advise leadership on Microsoft CE trends, AI‑driven enhancements, and customer experience strategies. Act as SME for integrations, data migration, and AI‑powered customer service solutions. Represent the organization in stakeholder meetings and ensure alignment with standards and policies. What We&r...

SALES FORCE CONSULTANT: JD (Functional Role) Focus: Business Processes, CRM Strategy, Business Stake Holders Requirements, Configuration & processes Documentation. 1. Having a good Experience as a sales force consultant with strong Business Acumen to Support across multiple business functions. 2. Strong Knowledge in Integrations required with third party software like SAP & web Applications. 3. Collaborating with SAP SD/FICO & BASIS consultants & working as a team to shape up the requirement and designing the end-to-end solution in Sales Force. 4. Acts as a liaison between Business stake holders & technical Partner, ensuring Salesforce solutions aligning with Strategic Business goals. 5. Supporting Change Management, Training & User Adoption Strategies 6. Work clos...

Job Title B2B Lead Generation Specialist – Mining, Construction & Equipment Rental (Australia) About the Role Blue Diamond Machinery is seeking a freelance B2B Lead Generation Specialist to identify and connect with companies involved in mining, construction, and equipment rental across Australia. Your role will be to generate qualified leads and introductions with companies that may require generators, hybrid power systems, battery energy storage systems (BESS), or temporary site power solutions. This role focuses on building a pipeline of opportunities for our sales team. ⸻ What You Will Do • Identify mining and construction projects across Australia • Research equipment rental companies and contractors that may require power equipment • Identify key deci...

I run a 25-year-old leadership development firm and have a vetted list of roughly 8,000 prospects. I’m ready to move quickly and need a specialist who can turn that list into booked introductory calls. Here is what the work looks like: • Email outreach. • I already have tested scripts for both the emails and the follow-up cold calls; you can refine them, but you won’t be starting from scratch. • Each meeting you secure must be a live, scheduled Zoom or phone appointment where the prospect explicitly agrees to learn about our services (no demos or deep consultations required at this stage). Compensation is entirely performance-based: US $20 for every qualified meeting you book and 10 % of any revenue that results when that prospect signs on with us. My ...

I’ll have a stand at ABE Conference 2026 inside Sydney ICC and need a personable professional on the floor from 9 AM-5 PM. The crowd will be a mix of potential clients and fellow industry professionals, so clear, confident conversation is essential. Throughout the day you’ll: • Greet every passer-by and create a welcoming first impression • Offer a quick company overview, then dive into key product details and the concrete benefits our financial services deliver • Capture each interested visitor’s name, firm and contact information on the provided tablet or lead cards • Keep the booth tidy, approachable and in line with our brand image Deliverables at close of day: • A clean lead list (digital or scanned cards) ready for import int...

My trading company is ready to scale beyond local borders, and I need a sales & marketing executive who excels at one thing above all: bringing in fresh, qualified international leads. You will research target industries, pinpoint decision-makers, open conversations, and hand my team prospects that are already warmed up for negotiation. Day to day you might be digging through LinkedIn Sales Navigator, crafting concise outreach emails, jumping on discovery calls, or updating a shared CRM—whatever proven mix you normally use to fill a pipeline quickly. What matters is results: a steady flow of genuine import-export opportunities that match our product catalogue. Please share concrete examples of past work where you delivered measurable lead-gen success across borders. Show me num...

I run a growing AI solutions agency and want to ramp up outbound outreach without adding fixed payroll. I’m looking for a motivated cold-calling specialist who will work 100 % on commission and stay with me for the long haul. Here’s the focus: • Target: medium-sized businesses in the technology space—think SaaS firms, software consultancies, IT service providers, and similar. • Objective: book qualified discovery calls directly into my calendar; no selling on the phone, just secure the appointment. You’ll receive a detailed ICP, proven call scripts, a calendar link, and access to our CRM so every conversation is logged and tracked. I handle the demos and closing; you earn a healthy commission for every meeting that shows. Success is simple and...

I need a reliable virtual assistant to handle customer support calls during Australian business hours. The role is strictly phone-based, so confident, friendly communication and a quiet work environment are essential. You’ll be the first point of contact for our callers—answering questions, noting issues, and updating the relevant record in our cloud CRM while keeping response times short and the experience positive. I would prefer a female, as most of our callers will be mothers wanting information on our kids party and event entertainment service here in Melbourne. Basic call-handling software and a headset are required; familiarity with any standard VoIP tool is a plus. I will supply a clear knowledge base, call flow, and escalation procedures so you can get up to speed qu...

I need a results-driven outreach partner who can consistently book calendar-ready calls with founders or other key decision makers at early-stage tech startups. These companies must have a clear need to hire across multiple functions—developers, project managers, UX/UI designers, as well as sales, marketing, operations, and accounting & finance. Your day-to-day work will revolve around identifying the right startups, engaging them through channels such as LinkedIn, email sequences, and targeted cold calls, and then securing a confirmed time on my calendar. While mid-sized or enterprise prospects may surface, our immediate focus is strictly on startups. To keep expectations crystal clear, here is what a successful engagement looks like: • A qualified meeting means the atte...

Setter Comercial Remoto — Generación de Citas para Venta de Sitios Web Busco un setter con experiencia real en prospección B2B y llamadas en frío que quiera trabajar con un modelo claro, sin burocracia y con ingresos directamente proporcionales a sus resultados. El negocio es simple: ayudo a empresas y negocios en Colombia a tener presencia profesional en internet. Tú encuentras los que no tienen sitio web, los llamas, despiertas su interés y me los agendas. Yo hago el cierre y entrego la web en menos de 24 horas. Lo que harás: — Prospectar negocios con imagen sin presencia web usando las herramientas que mejor domines — Llamadas en frío profesionales presentando la propuesta de valor — Agendar videollamadas de ci...

Need a user manual writer We’ve developed an ERP and CRM program, which needs technical user manual. We made some manuals long time ago and need to revise them completely. The program seems to be not completed yet with some minor errors. The writer is supposed to test and find the issues. There are total 18 parts to do and we need 30 to 60 pages documents for each part. The writer needs to have some experiences on ERP & CRM program, and software testing. We expect the writer show your previous experiences with some sample file. The writer is expected to present all the issues and errors, presenting new ideas to enhance the program. 1. Please write down the “Understand” text. Otherwise, your bidding will be neglected. We require a signed NDA for the selected code...

**International B2B Lead Generation & Sales Conversion Specialist (Bookkeeping Services)** We are looking for an experienced **International B2B Lead Generation and Sales Conversion Specialist** to help grow our bookkeeping company by identifying potential clients and converting qualified meetings into long-term customers. The ideal candidate should have strong experience in **B2B prospecting, LinkedIn outreach, appointment setting, and closing deals**, particularly with businesses that need accounting or bookkeeping services. **Key Responsibilities:** • Research and identify potential B2B clients internationally • Generate qualified leads through LinkedIn, email outreach, and other platforms • Book meetings with business owners, founders, or decision-makers • Co...

Cuento con un CRM que ya expone API / webhooks y con una línea de WhatsApp Business. Mi objetivo es automatizar dos flujos muy específicos: • Recordatorios de citas • Confirmaciones instantáneas Quiero lograrlo usando la plataforma oficial de Meta Cloud, sin recurrir a proveedores externos. Dispongo de una suscripción activa a Zapier para orquestar pasos intermedios si hiciera falta. Aunque tengo conocimientos básicos, nunca he configurado Meta Cloud de principio a fin y necesito que todo quede operativo y documentado. Alcance esperado: 1. Configurar la cuenta de Meta Cloud, incluyendo verificación, números y plantillas de mensaje. 2. Conectar mi CRM mediante webhook / API de manera que los triggers de cita y confirmaci...

Junior Marketing Assistant (Email Marketing & Reporting) We are an Italian digital marketing agency with over 10 years of experience working with restaurants and local businesses. We are looking for a Junior Marketing Assistant to support our team with operational digital marketing tasks. Main activities include: Supporting the creation and scheduling of email marketing campaigns Preparing basic marketing reports Updating spreadsheets and CRM data Organizing marketing information and performance data Supporting the team with daily marketing operations This is a remote part-time collaboration and a good opportunity for someone who wants to gain experience working inside a digital marketing agency. Requirements: Good knowledge of Italian language (required) Basic knowledge of...

I need an experienced Sales Development Representative to fill the top of my funnel for both commercial and residential real-estate finance deals. Your core mission is to uncover borrowers that need acquisition, refinance, or construction funding and qualify them for my lending team so we can move quickly to term-sheet and closing. The role blends three outbound channels—cold calling, targeted email sequences, and focused social-media outreach—so you should be comfortable switching gears between phone, inbox, and LinkedIn to keep momentum high. I will supply an ideal-borrower profile, sample scripts, and access to our CRM; you bring the discipline to hit daily activity targets, refine messaging on the fly, and keep meticulous notes so the hand-off to our loan officers is seaml...

I’m looking for someone who can comfortably move between Lean Six Sigma process work, Commercial Real Estate (CRE) finance analysis, and classic executive-level support. If you already hold a Six Sigma certification and have used it to streamline workflows, that experience will be put to work from day one. Just as important is solid knowledge of CRE finance—you’ll help me run numbers on new projects, stress-test models, and package insights for investors. On the operations side, you’ll own my calendar, inbox triage, and meeting logistics so I can stay focused on high-value conversations. Expect a steady flow of scheduling requests, follow-ups, and CRM updates that need quick, accurate turnaround. Key day-to-day work • Map and improve internal processes with ...

My commercial-real-estate finance platform is live on Replit in a closed beta. Before we open the doors, I need a detail-oriented developer / tester to give the build a final polish, stress-test critical workflows, and wire the data into HubSpot so every loan request lands in my pipeline automatically. The core focus is the loan-processing backend. I want you to probe every step—from borrower intake through automated underwriting logic—looking for bottlenecks, calculation errors, or security holes. When you spot an issue, patch it (or propose the fix if it touches business logic) and document what was changed. Once the engine is solid, connect the site to HubSpot. I already have the API keys; what I need is reliable two-way sync so new submissions create deals, status updates...

I want to get far more value from HubSpot by tightening the connection between my website and the platform and then refining every step that follows. All of my online forms, chat widgets and landing pages should sync flawlessly so every contact instantly appears in the CRM, ready for smarter follow-up. Lead management is the first priority. I need meaningful lead scoring that reflects on-site behaviour and email engagement, clear nurturing paths that keep prospects moving, and reporting that shows where each deal stands without manual digging. When those numbers surface inside HubSpot, sales can react quickly. Email marketing is the second pillar. My goal is to lift open rates, raise click-throughs and build hands-off automation that sends the right content at the perfect moment. I alrea...

Quiero digitalizar y simplificar la gestión de clientes de mi estudio contable. La prioridad es contar con un sistema que cubra: • Registro de nuevos clientes con sus datos fiscales y documentación adjunta. • Seguimiento de pagos mediante alertas de vencimientos e historial de facturación. • Comunicaciones automáticas por e-mail o WhatsApp para recordatorios y avisos impositivos. Toda la información debe residir en una base de datos en la nube (Firebase, Supabase, Airtable o la que recomiendes), accesible para mi equipo desde cualquier dispositivo. Características indispensables: – Panel web de administración con filtros por estado y buscador. – Trazabilidad: registro de actividades para auditoría...

Quiero digitalizar y simplificar la gestión de clientes de mi estudio contable. La prioridad es contar con un sistema que cubra: • Registro de nuevos clientes con sus datos fiscales y documentación adjunta. • Seguimiento de pagos mediante alertas de vencimientos e historial de facturación. • Comunicaciones automáticas por e-mail o WhatsApp para recordatorios y avisos impositivos. Toda la información debe residir en una base de datos en la nube (Firebase, Supabase, Airtable o la que recomiendes), accesible para mi equipo desde cualquier dispositivo. Características indispensables: – Panel web de administración con filtros por estado y buscador. – Trazabilidad: registro de actividades para auditoría...

Saya sedang mencari mentor yang bisa membimbing saya, seorang pemula, untuk mulai menghasilkan uang dengan bekerja sebagai admin penjualan. Apa yang saya butuhkan: • Penjelasan komprehensif tentang peran admin penjualan—tugas harian, target, serta metrik kinerja yang umum dipakai. • Panduan langkah demi langkah menemukan dan melamar posisi (marketplace freelance, perusahaan e-commerce, atau agensi). • Cara memanfaatkan keterampilan pemasaran digital saya agar lebih kompetitif, misalnya membuat konten promosi, mengelola kampanye iklan sederhana, atau menggunakan CRM. • Latihan praktis: studi kasus, simulasi penanganan pesanan, dan template laporan penjualan. • Tips menentukan tarif atau gaji, serta strategi menjaga kepuasan klien. Saya lebih ny...

I’m expanding my mutual fund distribution network and want to bring on energetic sales professionals who already understand the basics of fund products and have spent some time in the industry. Your main focus will be converting qualified leads into long-term investors, nurturing relationships, and consistently meeting monthly asset-under-management targets. Strong communication is essential because most of your day will be spent explaining complex products in simple language—whether over the phone, on video calls, or in person. Solid financial knowledge lets you translate market movements into actionable advice, while effective customer-relationship management keeps retention high. I work with modern CRM tools, so prior experience with platforms like Salesforce or Zoho is h...

Freelance Lead Generation Specialist (Email + LinkedIn Outreach) We are looking for an experienced Freelance Lead Generation Specialist to support outbound business development through email and LinkedIn outreach. The ideal person will be responsible for identifying relevant prospects, building qualified contact lists, researching companies in depth, creating personalized outreach, and generating meetings or sales opportunities through consistent outbound activity. Key responsibilities • Research and identify target companies and decision-makers • Build and maintain accurate prospect lists • Run outbound outreach campaigns via email and LinkedIn • Personalize messages to improve reply rates • Use AI tools deeply to analyze each company’s offering, pos...