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Seamless CRM-QBO Integration & Automation

$250-750 USD

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İlan edilme: yaklaşık 2 ay önce

$250-750 USD

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I'm seeking an expert to efficiently integrate Method CRM with QuickBooks Online (QBO) and automate my invoicing processes. My goal is to synchronize customer data across platforms, enhance sales tracking, and streamline invoice management—all of which are currently handled directly within QBO. I haven't set up Method CRM yet, so I need guidance from scratch. Looking for help in: 1. Automate Invoice entry into QuickBooks Online 2. Integrating Method CRM with QuickBooks Online In automating Invoice entry into QuickBooks Online, the objective is to: • Pars and extract a text based email and create a customer invoice in QuickBooks Online. In Integrating Method CRM with QuickBooks Online, the objective is to: • Provide user-friendly interface and customizable • Automatically synchronize customer information, sales data between Method CRM with QuickBooks Online • Email marketing automations, such as -holiday emails -overstock promotions -new product flyers -lead capturing -targeted product recommendations -marketing campaign reporting The project will have 3 millstones and deliverables. Invoice automation. $200 CRM Integration $200 Going beyond requirements in providing additional features $100 6 months of free support will be paid after successful deployment and reliable support $400 **Requirements:** - Setup and configure Method CRM account from the ground up. - Integrate Method CRM with QuickBooks Online to ensure seamless data synchronization. - Automate the invoicing process to reduce manual input and improve efficiency. - Enhance sales tracking and reporting capabilities to provide better insights. - Ensure a seamless data flow and process automation between QBO and Method CRM. **Ideal Skills & Experience:** - Proven experience in integrating Method CRM with QuickBooks Online. - Strong understanding of automating invoicing and sales processes. - Expertise in streamlining customer data management across platforms. - Ability to tailor solutions that meet our specific business needs. - Excellent communication skills for guiding us through the setup and customization process. Looking forward to proposals that can help transform our customer and sales management processes.
Proje No: 37793769

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58 freelancers are bidding on average $529 USD for this job
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As a seasoned web and app developer with over 18 years in the industry, I have completed numerous projects that align perfectly with your needs. My expertise in PHP and Software Architecture has earned me a strong reputation for delivering high-quality solutions, and I guarantee the same dedication to your project. In particular, my extensive experience includes seamlessly integrating software likeMethod CRM with QuickBooks Online to maximize efficiency for businesses. This entails automating invoicing processes, streamlining customer data synchronization, and enhancing sales tracking capabilities - all of which are central to your requirements. My past clients recognize the value I bring to their projects, and I'm confident I can do the same for you. Beyond technical skills, I prioritize clear and effective communication as it is vital for guiding clients through setup and customization processes. Rest assured that we will collaborate closely throughout this project, ensuring every unique aspect of your business is factored into the final deliverable.I am also willing to go above and beyond by offering additional features at no extra cost and providing dependable support for six months post-deployment
$500 USD 7 gün içinde
4,9 (573 değerlendirme)
8,9
8,9
Kullanıcı Avatarı
Hello Good morning , I hope you are doing great. Just finished reading the brief details of your job . I see you have been looking for a freelancer who has experience with Software Architecture, CRM, PHP and Intuit QuickBooks. Upon the first look I feel confident about getting it done because of having experience doing similar jobs My Experience? I have 9 years of experience working with those technologies. Its been 8 years since I have been working on freelancer.com, Please review my profile. Check: Skills, Portfolio, Customer Feedbacks. Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern US Time I would like you to start the chat so we could discuss it in detail and we will continue from there. Thanks! Awais
$750 USD 12 gün içinde
4,9 (119 değerlendirme)
8,6
8,6
Kullanıcı Avatarı
Hi there,I'm biddin on your project "Seamless CRM-QBO Integration & Automation" I have read your project description and i'm an expert in mathematics and machine learning therefore i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the project. Thanks. .. .
$750 USD 2 gün içinde
4,8 (90 değerlendirme)
7,9
7,9
Kullanıcı Avatarı
Hello, I am an experienced professional with a proven track record in seamlessly integrating Method CRM with QuickBooks Online. My expertise lies in automating invoicing processes, streamlining customer data management, and enhancing sales tracking. I am confident in delivering a user-friendly interface, customizable solutions, and efficient email marketing automations. Let's transform your customer and sales management processes together. Best Regards, Manish S.
$750 USD 7 gün içinde
4,6 (249 değerlendirme)
8,0
8,0
Kullanıcı Avatarı
Hi I'd love to help you with both: 1. Automate Invoice entry into QuickBooks Online 2. Integrating Method CRM with QuickBooks Online I am Confident PHP/Laravel Developer and have 8+ years of expertise in field, delivered tons of CRMs, CMS, ERPs and much more I also have great expertise working with APIs, ReactJS, Custom JS, Ajax and much more ... My Profile Reviews speak for my Quality Work and I assure you won't regret working with me on this :)
$500 USD 10 gün içinde
5,0 (143 değerlendirme)
7,6
7,6
Kullanıcı Avatarı
Dear Client, Hope you are doing good!! I am ready to help you on Immediate basis. I would love to discuss further, ASAP you schedule the interview. I am an experienced website developer, Develop near about 550 websites. I can create custom CRM, Laravel, ERP, Custom Plugin, Wix, WordPress, Shopify, MySQL, JavaScript, HTML, Woo-commerce Integration, jQuery, Third Party API integration, Bug Fixing, Troubleshooting, Malware Cleaning, Site Migration. I have 8+ years of experience in website development and designing. Please have a quick chat discussion and let me know your thoughts. When can we discuss? Regards
$500 USD 12 gün içinde
4,7 (229 değerlendirme)
8,0
8,0
Kullanıcı Avatarı
Hello Greetings, After going through your project description, I feel confident and excited to work on this project for you. But I have some crucial things and queries to clear out. Can you please leave a message on chat so we can discuss this and I can share my recent work similar to your requirements? Thanks for your time! I look forward to hearing from you soon. Best Regards
$700 USD 8 gün içinde
4,8 (107 değerlendirme)
7,5
7,5
Kullanıcı Avatarı
As a seasoned software architect with over 13+ years in web development, I have successfully executed several projects that align directly with your current needs. My profound understanding of not only PHP and MySQL but also of jQuery, HTML, WordPress, CodeIgniter, and Joomla make me perfectly poised to setup and configure your Method CRM account from square one. Moreover, I'm well-versed in using different technologies together to create user-friendly interfaces that meets unique business demands. What sets me apart from the rest is not just offering basic integration features but going above and beyond, providing additional functionalities like email marketing automation and targeted product recommendations, which can be of immense value for your sales process. During my tenure as a software developer, I've developed a range of systems including CRMs and billing systems similar in nature to this project. I have always delivered on time with excellent ratings - a testament to my efficient work ethic.
$486 USD 10 gün içinde
4,9 (81 değerlendirme)
7,4
7,4
Kullanıcı Avatarı
Hi, How are you? Upon reading brief details I believe its a doable job I have great experience doing projects with Intuit QuickBooks, Software Architecture, CRM and PHP. I am confident about getting this done. While I believe we need to have detailed discussion about it. I work as per Eastern time daily so that would be good for us to catch up on this job, Lets discuss this further and get started for you as soon as possible. Thanks! Shamshad
$750 USD 24 gün içinde
5,0 (48 değerlendirme)
7,0
7,0
Kullanıcı Avatarı
" I am a Senior Web & Mobile App developer and can turn your stunning vision into reality " Hello, Greetings of the day! Yes, I will surely help you with Seamless CRM-QBO Integration & Automation, and I am ready to work on this project. I will perform the following tasks perfectly. * Kindly HIT THE CHAT BUTTON to delve deeper into the project details. * I have the skills to carry out your project with high quality on time as I have 8+ years of experience building a wide range of Web and Mobile applications i.e. Fintech, Food delivery, Transport booking services, AI/Chatbot, and E-commerce Marketplace Apps for both Android/iPhone platforms. Let's get in touch via chat, Waiting for your positive response. Rekha Thakur
$750 USD 20 gün içinde
4,4 (85 değerlendirme)
7,5
7,5
Kullanıcı Avatarı
Dear Hiring Manager I am excited for the opportunity to efficiently ** INTEGRATE METHOD CRM WITH QUICKBOOKS ONLINE (QBO) ** and automate invoicing processes for your organization. With my expertise in CRM and accounting software integration, I am confident in my ability achieve your goal of synchronizing customer data, enhancing sales tracking, and optimizing invoice management. Gaurav
$500 USD 7 gün içinde
4,8 (133 değerlendirme)
7,0
7,0
Kullanıcı Avatarı
As an experienced PHP and Software Architecture professional, I have carefully reviewed your project requirements for Seamless CRM-QBO Integration & Automation. I am confident in my ability to deliver this project with perfection. If you have any questions or need further clarification, please feel free to connect with me in the chat. Thank you, Christopher.
$500 USD 6 gün içinde
5,0 (33 değerlendirme)
6,3
6,3
Kullanıcı Avatarı
Greetings! With a proven track record in CRM integration and QuickBooks automation, I bring valuable experience to this project. Having completed similar projects in the past, I am well-equipped to guide you through the setup and configuration of Method CRM from scratch and seamlessly integrate it with QBO. My focus will be on automating invoice entry into QBO by implementing a solution to parse text-based emails and create customer invoices, significantly reducing manual input. Additionally, I will customize Method CRM to provide a user-friendly interface and ensure seamless synchronization of customer information and sales data between platforms. The project milestones and deliverables include invoice automation, CRM integration, and going beyond requirements by providing additional features. Furthermore, I am committed to providing six months of free support after successful deployment to ensure reliability and continued support. Please let's have a quick chat to discuss all the aspects in detail and I will show you similar examples of my past work, Thank you!
$500 USD 7 gün içinde
4,9 (107 değerlendirme)
6,4
6,4
Kullanıcı Avatarı
Hello, As an experienced full-stack web and mobile developer, I approach the Seamless CRM-QBO Integration and Automation project with a deep understanding of both front-end and back-end technologies. In fact, I have successfully delivered solutions similar to what you're seeking to a range of clients. My proficiency with MEAN/MERN stack, PHP technologies as well as CMS development using platforms like WordPress and Shopify can be key in setting up and configuring Method CRM from scratch while tailoring it to fit your specific business needs. In terms of integrating Method CRM with QuickBooks Online and automating the invoicing process, my extensive experience in streamlining complex data management systems will come in handy. I have successfully integrated Method CRM with QuickBooks Online before and also automated invoicing processes to reduce manual input. My Client work satisfaction-driven approach ensures I stick to your instructions till task completion ensuring impeccable deliverables such as seamless data flow between Method CRM with QuickBooks online when integrating them together. Thanks
$500 USD 7 gün içinde
4,9 (17 değerlendirme)
5,9
5,9
Kullanıcı Avatarı
* I am a highly skilled Full-stack Website/Mobile App developer and available for a full-time job * Hello there! I understand your project requirements. I am confident that I can provide the best solution for your needs. I am a senior web and mobile app engineer with extensive experience in programming languages like PHP/LARAVEL/CODEIGNITER/CAKEPHP, PYTHON/DJANGO/FLASK, GRAPHQL, HTML5, JavaScript, Bootstrap, T-SQL and MySQL. I have worked on a variety of projects including web design & development, Android app development (Swift 5/4/3/2), React Native, Angular JS/Vue JS(advanced user), Node JS(advanced user), and more. Please let me know if you would like me to discuss further or if you have any other questions. Thank you for your consideration! Best regards, Shikha
$750 USD 20 gün içinde
4,9 (14 değerlendirme)
5,7
5,7
Kullanıcı Avatarı
⭐⭐⭐⭐⭐⭐⭐⭐Dear!!!⭐⭐⭐⭐⭐⭐⭐⭐ As a highly skilled full-stack developer, I can help you perfectly. I am very confident with my skills and I'd like to help your business by doing my best. My clients have never been frustrated with my work and I hope to make you one of them. Please confirm that I am one of the best fits for you and drop me a message for further discussion. Thanks and Best Regards.
$500 USD 7 gün içinde
5,0 (4 değerlendirme)
4,8
4,8
Kullanıcı Avatarı
Dear Khaled M., I hope this email finds you well. I am writing to you today to propose my services as a freelance software developer. I have been working in the software industry for over 8 years, and I have a proven track record of success. I am confident that I can provide you with the high-quality services that you need. I have extensive experience in PHP, Software Architecture, CRM, and Intuit QuickBooks. I am also proficient in a variety of other programming languages and technologies. I am confident that I can learn any new technologies that are required for your project. I am a highly motivated and results-oriented individual. I am always willing to go the extra mile to get the job done. I am also a team player, and I am able to work effectively with others. I am confident that I can be a valuable asset to your team. I am eager to discuss your project in more detail and learn more about your needs. I look forward to hearing from you soon. Thank you for your time and consideration. Sincerely, Siddrah
$600 USD 8 gün içinde
4,9 (25 değerlendirme)
4,6
4,6
Kullanıcı Avatarı
Dear Client, We are interested about the opportunity to assist you in streamlining your customer and sales management processes to improve efficiency and enhance productivity. Our primary objective is to set up and configure Method CRM from scratch, integrate it seamlessly with QuickBooks Online, and automate your invoicing processes to reduce manual input and streamline operations. We will ensure that customer data is synchronized across platforms, sales tracking is enhanced, and you have access to valuable insights to make informed business decisions. We will automate the process of parsing and extracting text-based email content to create customer invoices in QuickBooks Online, reducing manual entry and improving efficiency. We will integrate Method CRM with QuickBooks Online to provide a user-friendly interface and customizable solution that automatically synchronizes customer information and sales data between the two platforms. We will go beyond expectations by providing additional features such as email marketing automations, lead capturing, targeted product recommendations, and marketing campaign reporting to enhance your overall business operations. We look forward to the opportunity to transform your customer and sales management processes effectively. Regards.
$750 USD 21 gün içinde
5,0 (15 değerlendirme)
4,4
4,4
Kullanıcı Avatarı
Hello Khaled M., I have carefully reviewed your project requirements for seamless CRM-QBO integration and automation. With my expertise in PHP and software architecture, I am confident that I can efficiently integrate Method CRM with QuickBooks Online to streamline your invoicing processes. I understand the importance of synchronizing customer data across platforms and enhancing sales tracking to improve efficiency. My approach would involve setting up and configuring Method CRM from scratch, integrating it with QBO for seamless data synchronization, and automating the invoicing process to reduce manual input. I would like to invite you to connect in the inbox to check my portfolio and discuss any specific requirements or questions you may have regarding the project. I assure you of timely communication during United States working hours to ensure the success of the project. Looking forward to the opportunity to work together on this project. Best regards, Ayesha Jumppace
$500 USD 3 gün içinde
4,8 (2 değerlendirme)
4,1
4,1
Kullanıcı Avatarı
Hi, We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on PHP, Software Architecture, CRM, Intuit QuickBooks Please come over chat and discuss your requirement in a detailed way. Regards
$510 USD 5 gün içinde
5,0 (5 değerlendirme)
3,4
3,4

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   UNITED STATES bayrağı
Menlo Park, United States
2,1
6
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Mar 26, 2017 tarihinden bu yana üye

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