CRM Jobs

Necesito trasladar todo mi ecosistema ERP actual a la suite Zoho y quiero asegurarme de que cada módulo quede totalmente operativo y alineado a nuestros procesos internos. El alcance incluye: • Ventas (Zoho CRM): traspaso de clientes, oportunidades, cotizaciones y flujos de seguimiento. • Finanzas y Contabilidad (Zoho Books): importación de catálogos, pólizas, facturas y conciliaciones bancarias. • Inventario (Zoho Inventory): migración de productos, SKUs, existencias, series y alertas de reabastecimiento. • Mercadeo (Zoho Campaigns/Marketing Hub): configuración de listas, plantillas, automatizaciones y reportes. Además de la migración de datos, requiero: – Mapeo y limpieza previa de la informaci&oa...

Buscamos Cold Caller / Vendedor Telefónico con experiencia en llamadas en frío, orientado 100% a resultados y trabajo a comisión. Este puesto es solo para perfiles comerciales reales. No es atención al cliente, no es soporte, no es administrativo. El objetivo es contactar leads fríos y si cualifican, programar una llamada con el equipo comercial. Si el equipo comercial convierte, tienes tu comisión. Responsabilidades Cold Calling & Ventas Realizar mínimo 30 llamadas en frío a leads proporcionados o no por la empresa. Presentar la oferta de forma clara y persuasiva. Detectar necesidades, objeciones y nivel de interés. Derivar a una reunión con el equipo comercial. Mantener disciplina diaria de llamadas. Segui...

Estamos buscando un(a) Asesor(a) de Ventas profesional para atender y cerrar clientes interesados en servicios de arquitectura y diseño. Somos un despacho de arquitectura que trabaja de forma remota y generamos prospectos altamente calificados mediante campañas y automatización. Tu función será atender estos prospectos calientes y convertirlos en proyectos arquitectónicos pagados (diseño arquitectónico, proyecto ejecutivo, remodelaciones, etc.). Importante: Nosotros ya proporcionamos los clientes interesados, no es prospección en frío. Responsabilidades Atender clientes que ya solicitaron información sobre servicios de arquitectura Responder y dar seguimiento por WhatsApp y llamadas, según el caso Re...

Busco a alguien que domine GoHighLevel para que se encargue de tres frentes clave de mi cuenta: la automatización de marketing, el módulo de CRM y la creación/optimización de la página web junto con sus embudos. Automatización de marketing Quiero flujos que funcionen de forma fiable y midan resultados. Propón la arquitectura, crea las automatizaciones y déjalas listas para lanzar campañas sin fricción. Módulo de CRM Necesito un sistema limpio de gestión de contactos y su integración con las demás herramientas que ya utilizo. Lo importante es que podamos segmentar, etiquetar y sincronizar datos sin duplicados. Página web y embudos Espero que construyas (o mejores) el sitio y emb...

Virtual Assistant Especializado en Prospección y Research Comercial (Lead Generation B2B) Estamos buscando un Virtual Assistant altamente cualificado y proactivo, con un perfil semi-comercial y analítico, enfocado en la prospección y la investigación comercial. Este rol no es para un asistente administrativo clásico, sino para alguien que piense y actúe como un Sales Development Representative (SDR) junior. Responsabilidades clave: Investigación de leads: Buscar negocios en el sector beauty & wellness por ciudad. Identificar decisores clave (dueños/directivos). Validar el tamaño y la adecuación de los leads con nuestro programa/licencia. Extracción y enriquecimiento de datos: Recopilar correos electr&oac...

Necesito acompañamiento experto para diseñar, configurar y optimizar journeys dentro de Marketing Cloud que impulsen la tasa de conversión de mis campañas digitales. El foco estará en: • Mapear el recorrido ideal del cliente, definiendo puntos de entrada, segmentaciones y reglas de decisión. • Construir los journeys en la plataforma, incluyendo automatizaciones de envíos, ramificaciones y triggers basados en comportamiento. • Implementar pruebas A/B y criterios de personalización que ayuden a maximizar la relevancia del mensaje en cada etapa. • Medir resultados con dashboards y reportes de conversión, proponiendo ajustes iterativos. • Transferirme buenas prácticas y documentación ...

Buscamos 2 Asistentes Virtuales de habla hispana para colaborar de forma remota en tareas de soporte por mensajería a clientes y gestión administrativa, dentro de una empresa en crecimiento dedicada a la venta online. Se trata de una colaboración de duración indefinida, orientada a personas responsables que busquen estabilidad y continuidad en el tiempo. - Funciones principales: - Atención y respuesta a clientes mediante mensajería escrita (email, plataformas y sistemas internos). - Gestión de tareas administrativas básicas. - Organización de información y seguimiento de incidencias. - Actualización de documentos y hojas de cálculo. - Apoyo general a distintos departamentos seg&u...

Estamos buscando una Asesora de Ventas profesional para cerrar pacientes interesados en procedimientos de cirugía plástica y estética. Trabajamos con clínicas premium y generamos prospectos altamente calificados mediante campañas y automatización. Tu trabajo será tomar esos prospectos calientes y convertirlos en citas pagadas / cirugías agendadas. Responsabilidades Llamar y dar seguimiento a prospectos que ya mostraron interés Cerrar consultas quirúrgicas (alto valor) Manejar objeciones con calma y autoridad Confirmar citas y reducir no-shows Reportar resultados diarios en CRM Requisitos Experiencia previa en ventas o cierre (ideal high ticket) Excelente comunicación verbal Seguridad, presencia y tono profesiona...

Buscamos Ejecutivo/a de Ventas remoto para la gestión comercial y posventa básica de servicios académicos (tareas, proyectos y titulación). La persona seleccionada actuará como asesor comercial, asegurando una experiencia exitosa para el cliente, el cumplimiento de procesos internos y el logro de objetivos de ventas. Modalidad: remota Postulación abierta a Latinoamérica (preferible Ecuador y México). Horario Sábados: 10:00 a.m. A 7:00 p.m. Domingos: 10:00 a.m. A 7:00 p.m. (Hora Ecuador – con una hora de almuerzo por jornada) Sábados: 9:00 a.m. A 7:30 p.m. Domingos: 9:00 a.m. A 7:30 p.m. (Hora Ecuador – con una hora de almuerzo por jornada) Horario sujeto a cambios según volumen de temporada. Funcione...

Buscamos un/a Teleoperador/a Comercial dinámico/a y orientado/a a resultados para incorporarse a nuestro equipo. La función principal será la venta telefónica Outbound (B2B) de nuestros servicios de creación de sitios web a empresas en el mercado español. Funciones Principales Venta Outbound B2B: Contacto telefónico activo (en frío y cualificado) con pymes y empresas en España para ofrecer nuestros servicios digitales. Gestión del Ciclo de Venta: Desde la primera toma de contacto hasta el cierre de la venta y la formalización del pedido/contrato. Asesoramiento: Presentar nuestras soluciones, identificar las necesidades digitales de la empresa y proponer la web o solución más adecuada. Seguimiento: ...

Mi embudo de ventas está actualmente en desarrollo y necesito que llegue a su máximo potencial. Busco a alguien con experiencia demostrable en Growth y Funnel Management que audite, rediseñe y optimice todo el proceso con un foco claro en maximizar la tasa de conversión. Lo que espero que hagas: • Revisar las etapas de atracción, consideración y decisión, detectando y eliminando puntos de fricción. • Refinar el flujo de cierre en mi CRM y ajustar el script de ventas para que ningún lead se pierda. • Configurar automatizaciones de lead nurturing (correos y/o mensajes) que mantengan el interés hasta la compra. • Diseñar estrategias de upselling y cross-selling que aumenten el LTV tras la p...

Necesito un listado de leads cualificados que puedan necesitar ayuda con su declaración de la renta en España durante la campaña de abril – junio. Perfil del lead • Personas físicas, pequeñas y grandes empresas empresas y autónomos de cualquier región del país. • Interesados en tramitar o mejorar su declaración de la renta este año. Información imprescindible en cada registro 1. Nombre completo 2. Número de teléfono (principal canal de contacto; debe estar activo y verificado) 3. Dirección postal 4. Situación profesional (p.ej., asalariado, autónomo, pyme) 5. Historial de declaraciones de renta o, al menos, si presentaron la del año anteri...

Necesito incorporar a una persona que gestione la atención al cliente exclusivamente por chat.
 Trabajo 100 % remoto, enfocado en usuarios hispanohablantes (Uruguay y resto de LATAM).
 Qué espero de tu parte:
 • Responder consultas entrantes de forma clara, cordial y eficiente. • Mantener un promedio de tiempo de respuesta inferior a 2 minutos. • Registrar cada interacción en nuestro CRM (Zendesk). • Escalar incidencias complejas siguiendo el protocolo interno. Perfil ideal:
 • Experiencia comprobable en soporte por chat. • Excelente ortografía y redacción en español. • Buena conexión a internet y equipo propio. • Capacidad para aprender rápidamente sobre nuestros productos y pro...

Operador/a de Embudos — Paid Media + Go High Level (Ejecución & Optimización) Quiénes somos Agencia especializada en embudos de venta e inteligencia artificial con 8 años de experiencia. Fuerte experiencia en salud y formación, trabajamos también otros nichos. Buscamos un perfil de ejecución que lleve el día a día del embudo, ejecute la implementación y lo optimice bajo nuestra dirección estratégica. Responsabilidades Campañas de pago: lanzar, gestionar y optimizar Meta Ads (prioridad) y Google Ads. Embudo & CRM (Go High Level): crear formularios, landing pages, calendarios y pipelines; activar automatizaciones ya definidas y asegurar el flujo de leads. WhatsApp: conectar el canal y...

Necesito apoyo comercial para impulsar entre empresas dos líneas de productos clave: • Programas de cumplimiento normativo • Cursos de desarrollo profesional El objetivo es claro: convertir estos programas de formación específicos en ventas recurrentes dentro del mercado corporativo. Material disponible • Contenidos y temarios actualizados por nuestro equipo académico. • Certificaciones y casos de éxito que respaldan la eficacia de los cursos. Lo que valoro – Experiencia previa vendiendo formación B2B o soluciones SaaS similares. – Conocimiento de normativas ISO, RGPD o programas de compliance. – Habilidades de comunicación en español profesional y, opcionalmente, inglé...

Necesito reforzar nuestro primer nivel de soporte con una persona capaz de atender llamadas y chats de lunes a viernes en media jornada (horario de mañanas en España pero combinable con otros proyectos siempre que se informe previamente). Qué espero de tu parte • Atención en castellano y catalán (valorable), manteniendo un tono cordial, ágil y coherente con nuestra voz de marca. • Gestión simultánea de teléfono y chat en vivo, resolviendo las incidencias habituales de Level 1 (no hay aluvión de llamadas). • Sólida experiencia previa con clientes de los sectores IT y asegurador; conocer la terminología y los tiempos de respuesta típicos es clave. • Manejo fluido de herra...

I need an experienced GoHighLevel (GHL) specialist to fix and complete my partially implemented CRM system. CURRENT SITUATION: • Previous contractor left the system 35% complete • Only 2 workflows published (out of 50+ required) • Core systems missing: Course delivery, payment automation, SMS, community integration • Static pages and broken buttons • No end-to-end testing WHAT I NEED: 1. Fix existing issues (broken CTAs, forms, workflows) 2. Complete missing systems: - Course delivery (6 modules + drip content) - Payment automation (Stripe integration + post-payment flows) - Email automation (50+ workflows) - SMS automation (reminders, confirmations, follow-ups) - Community integration (Skool) - Reporting dashboards 3. End-to-end testing 4. Docu...

Я ищу надёжного диспетчера, который будет полностью закрывать приём входящих вызовов для нашей сервисной компании по ремонту и обслуживанию самой разной бытовой техники. Звонки поступают как на английском, так и на русском языках, поэтому свободное владение обоими обязательно. Работа простроена так: с 9-00 до 17-00 (по-умолчанию, можем обсудить сдвиг) вы отвечаете на входящие звонки клиентов, выясняете модель техники, характер неисправности и удобное время визита, фиксируете заявку в нашей CRM и оперативно передаёте её ближайшему доступному технику. Базовая координация — проверка, дошёл ли мастер до клиента, не изменилось ли время, и своевременное обновление статуса заказа. Мне важно: чёткая и грамотная устная речь, внимательность к деталям и ответственность за каждую заявку. О...

I’m launching a focused outbound campaign to fill my calendar with qualified solar consultations in Northern Illinois. Your task is straightforward: phone single-family homeowners, confirm they own the property, and lock in a date and time for a 30-minute assessment call or site visit with me. You’ll receive a calling list, a brief value-driven script, and an online calendar link. As you speak with prospects, confirm three points—ownership of the home, interest in reducing their electric bill with solar, and availability within the next 7–10 days—then drop the appointment directly onto my calendar and note any key comments (roof age, bill size, etc.). Deliverables • 10+ homeowner-verified appointments per week, booked into my calendar • A s...

Position: CRM & Email Marketing Manager (Brevo) We are looking for an experienced professional to manage our CRM and email marketing system using Brevo. Responsibilities: Manage and operate our Brevo CRM under delegated authority. Create and execute weekly email campaigns aligned with our social media and podcast content. Develop automated sequences to nurture leads and convert them into business opportunities. Create basic graphic and written content for campaigns. Implement retargeting and audience segmentation strategies. Manage multi-channel campaigns (Email & WhatsApp). Maintain, clean, and optimize the contact database. Monitor performance and continuously optimize campaigns. Requirements: Proven experience with Brevo or similar platforms. Experience with email automation ...

I need an experienced clay coder to set up my clay platform specifically for reaching out to businesses. Your expertise will help streamline the process and expand my client base. Key Requirements: - Focus on client outreach setup - Business targeting specifically Ideal Skills and Experience: - Proficient in clay coding and setup - Experience in automating client outreach processes - Strong background in cold calling techniques - Ability to research and identify potential business clients Please provide examples of previous work and success in similar projects.

I need a self-driven virtual assistant for roughly two hours each weekday to stay on top of my client outreach. Your main mission is to keep my inbox and LinkedIn messages moving smoothly, remind me when a prospect needs a nudge, and send me a quick progress report so nothing slips through the cracks. If you already know your way around a CRM such as HubSpot or Salesforce, great.. Here’s how the role works: • Day-to-day you’ll monitor email and LinkedIn activity, flag follow-ups, and record every touchpoint in a simple spreadsheet or lightweight CRM you set up. • At the end of each work session you’ll drop me a concise report: who was contacted, what’s pending, and what I need to act on next. • I’m starting you at US $50 per month for this...

Hello Team, Greetings from Code-End IT Solutions. I hope you are doing well. My name is Abhay Tiwari, representing Code-End IT Solutions. We work with Carnex Global an Uk Based company as their Sales Partner We are currently looking for individuals or agencies who can support us only in lead qualification and appointment booking. Scope of Work: Qualify incoming or sourced leads Leads are provided by us Understand basic client requirements Book appointments with interested decision-makers No sales closure required from your side Commission Structure: 5% commission per successfully closed deal Commission paid after client payment confirmation No fixed targets or upfront investment Fully remote & flexible working model This is a simple, performance-based collaboration focu...

Role: WhatsApp & Email Marketing Strategist (Freelance) Responsibilities: Design WhatsApp & Email communication strategy Create and optimize message & email content Define customer journeys & campaign logic Work closely with Tech Automation Lead Experience Required: 5+ years in WhatsApp & Email marketing Strong copywriting & funnel expertise

An outsourcing company in Egypt is Hiring: Lead Generation Specialist – Saudi Arabia Market (Organic Leads Only) We are looking for a Lead Generation Specialist to support a KSA-based account offering programming courses for kids. Please note: This role focuses on organic lead generation only (No paid ads / media buying). Responsibilities: • Generate high-quality leads interested in kids’ programming & tech courses • Target parents in the Saudi market using organic methods (social media outreach, communities, partnerships, etc.) • Collect and qualify leads (forms, WhatsApp, CRM, etc.) • Coordinate with the sales team to ensure lead quality • Meet daily/weekly lead targets Requirements: • Proven experience in organic lead generatio...

Job Title GoHighLevel Funnel Builder (Landing Page + Booking + Automation) Job Description I’m looking for an experienced GoHighLevel specialist to build simple, conversion-focused booking funnels for service businesses. This includes: One landing/booking page Calendar integration Email + SMS follow-up automations Basic testing before launch You will not communicate with the client directly. I handle all client communication and requirements. Requirements Strong experience with GoHighLevel Able to build clean, mobile-friendly landing pages Comfortable setting up: Calendars Email automations SMS reminders Can follow clear instructions and deadlines Deliverables Fully functional booking page Calendar connected Automated follow-ups tested Simple handoff instructions Budget $2,000&...

Our speciality-tea company is stepping up its corporate sales channel, and I need day-to-day help keeping two growth engines humming: Instagram for brand storytelling and LinkedIn for direct B2B outreach to HR departments that handle office-wellness perks. Instagram You will schedule regular posts and Stories, reply to comments and DMs, track basic analytics inside the app, and flag high-performing content so we can double down on it. Visual consistency and short, engaging captions matter more than elaborate production—Canva or similar design tools are fine. LinkedIn The priority here is building connections. Starting from a list of target companies, you’ll identify the right HR or People-Ops contacts, send personalised connection requests, and nurture the conversatio...

I run a performance-based agency that handles inbound leads for deals ranging from $2 k to $5 k. I’m adding a small group of proven closers who will pocket 65 % of every commission while the agency retains 35 %. Your background must already be in high-ticket sales and you should feel at home steering discovery calls through to a paid invoice. Because most of our current pipeline sits in real estate, software/technology, and finance, success in at least one of those verticals is essential. Core skills I rely on every day: • Excellent communication—clear, concise, and confidence-building on video or phone • Negotiation that protects margin without killing rapport • Daily discipline inside a modern CRM (HubSpot, , Pipedrive or similar) so the entire team...

I run a technology company that needs a fresh, customer-centric sales strategy. Right now our growth is steady, but the way we engage prospects and nurture existing accounts feels disjointed. My priority is to tighten every step of the sales motion so each interaction strengthens the relationship and, in turn, lifts revenue. What I need from you • Diagnose: Review our current funnel data, call scripts, collateral and CRM workflow to spot gaps that cause churn or poor engagement. • Design: Craft a holistic sales playbook that maps the full customer journey—from first touch through renewal—showing clear messaging, objection handling and follow-up cadences. • Implement: Outline practical KPIs, reporting dashboards and a light training plan so my team can adop...

I need an expert to set up Zoho CRM with a focus on: - Lead Management: Organizing and tracking potential leads effectively. - Workflow Automation: Streamlining processes to enhance productivity. - Custom Reports: Generating tailored reports to meet specific business needs. Data migration is not required. Ideal candidates should have extensive experience with Zoho CRM, especially in the specified areas, and a proven track record of successful implementations. Please provide examples of previous work and relevant certifications if available.

I'm seeking an experienced Dubsado specialist to set up a comprehensive client management system for my established business. Key Tasks: - Integrate my detailed, existing workflows into Dubsado. - Set up and streamline client onboarding processes. - Organize and manage client communication channels. - Implement scheduling systems for client appointments. Ideal Skills & Experience: - Proficiency in Dubsado with a strong portfolio - Experience in client management system setups - Excellent organizational and communication skills - Ability to adapt and integrate detailed workflows

I have 680 commercial real-estate owner records I need the contact details pulled from Reonomy. The basic property data is already there—what’s missing is solid, up-to-date contact info. Your job is to track down and verify both a direct phone number and a working email address for every owner on the list, then return the cleaned file back to me. Accuracy is critical. Every phone number and email must be double-checked against at least two reliable sources, or confirmed by a quick verification call/email ping if necessary. If a record truly has no reachable contact, mark it clearly as “exhausted” and note the sources you searched. Deliverable • A spreadsheet (Excel or Google Sheets) with the original 680 rows plus two new, fully verified columns—Owner P...

I need my Salesforce instance to talk seamlessly with WhatsApp Business. The API has not been set up yet, so the first step will be registering and activating a WhatsApp Business number and gaining full API access. Once the API is live, I want three flows automated inside Salesforce: • Lead management – new WhatsApp inquiries should create or update leads, log conversations on the record, and trigger the usual assignment rules. • Customer support – agents must be able to send and receive messages directly from Salesforce (Service Console), with transcripts stored on the case. • Marketing messages – I’d like to schedule and send templated broadcasts that respect WhatsApp’s policies and surface engagement data back in reports and dashboard...

I need a confident, native-level Spanish speaker to hit the phones and convert technology-sector prospects across LATAM into paying customers. The objective is direct sales, so every conversation should move decisively toward closing rather than merely qualifying or booking demos. You will receive a contact list, product brief, and access to our cloud dialer and CRM. Your day revolves around reaching decision makers, tailoring the pitch to their pain points, handling objections, and finalising the order inside the same call whenever possible. Familiarity with common tech terminology and the ability to switch effortlessly between accents or regional nuances in Spanish will help you gain trust quickly. Key deliverables • Daily call log exported from our CRM, showing dials, connects,...

I want to hire a Go High Level expert for my marketing agency to handle my clients accounts . Every core module—CRM management, marketing automation, and the sales pipeline—must work together seamlessly with one clear objective: boost sales. Here’s what I need you to tackle: • Configure the CRM so new and existing contacts are correctly segmented, scored, and nurtured. • Build automated workflows that keep prospects engaged without manual follow-up. • Design, launch, and optimise high-converting funnels for lead generation and product sales. • Set up dashboards and reports that make performance and ROI crystal clear for my team and our white-label clients. Please bring proven experience in funnel strategy, automation, and data analysis inside ...

I'm seeking a skilled web developer to create a lead generation website for my export business. The primary goal of this site is to generate business inquiries. Key Requirements: - A user-friendly interface - Sections to capture: - Contact details - Product interest - Company details Ideal Skills and Experience: - Proven experience in developing lead generation websites - Strong understanding of UI/UX design principles - Knowledge of effective forms and data collection methods - Ability to integrate with CRM systems Please include examples of similar work in your bids.

I need a reliable specialist who can log into our dealership’s backend every weekday, pull fresh customer information, and feed it straight into our call-tracking platform the same day. The only data I’m after are contact details and service records—nothing else—so the extraction script or manual process can stay laser-focused on those two fields for speed and accuracy. Turnaround is critical. If you can set this up and have the first full export/import cycle running smoothly right away, I’m happy to add a rush bonus on top of the agreed rate. Accuracy must be spot-on and the data has to land in the tracking system without duplicates or formatting hiccups. Deliverables each weekday: • Clean export of new customer contact details and service record...

I need a sharp virtual assistant to take every incoming sales lead, dig up the essentials, and log the results straight into my CRM. The job is simple to grasp yet detail-heavy: for each lead you’ll collect accurate contact information and a concise company background, then assign the lead score using the scoring rubric I provide. Once that’s done, you’ll enter everything into the CRM so the sales team can act immediately. Here’s what success looks like: • Every new lead has complete, verified contact details. • Company background is summarized clearly in the notes field. • Lead score is applied according to my guidelines and stored in the assigned CRM field. There is no outbound calling or selling required. If you are comfortable with online rese...

Main apne SaaS product CRMJIO (CRM & Billing Software for Repair & Service Businesses) ke liye ek experienced UI/UX Designer + Content Writer hire karna chahta hoon. Freelancer ko modern, professional, user-friendly aur high-conversion design create karna hoga, jo India + International market ke liye suitable ho. UI/UX Design CRMJIO Website design CRMJIO Web Dashboard UI Mobile Responsive Design Clean, fast & modern layout User-friendly navigation Figma / Adobe XD source file required SaaS-based UI experience preferred Website / Web App / Dashboard ka complete UI design Mobile responsive design Clean, modern & fast-loading layout User-friendly navigation Figma / Adobe XD / PSD source file dena hoga Content Writing Homepage, About Us, Features, Pricing, Cont...

Summary Role Overview We are looking for a B2B Appointment Setter to engage, qualify, and nurture leads within the Australian food distribution, retail, and foodservice sector for our IQF frozen vegetables. This role emphasizes relationship-building, structured follow-ups, clear communication tracking. Key Responsibilities * Call pre-shared B2B leads in Australia (distributors, importers, retailers, foodservice buyers) * Briefly explain our IQF frozen vegetable products * Understand interest and basic requirements from leads * Follow up with leads through calls and messages * Book meetings for the sales or management team * Share call recordings and short conversation notes * Update lead status and next steps in the CRM * Pass interested leads smoothly to the sales team Mandatory Deliver...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows cleanly in both directions....

Looking for a Monday CRM platform freelancer to help adjust dashboards based on images. Details shared during collaboration.

we dont want AI bids What we need is Leads what we do is SaaS, Fintech, E-COM, ERP, CRM Developments we target USA Singapore INDIA No Sales Funnel No CRM No LinkedIn in navigator Till today 7 years complete word of mouth achieved good numbers. Need some one how can set up proper market campaign to reach $100K a year revenue

I’m rolling out HubSpot in a brand-new environment focused on sales management and I’d like an expert to lead the entire implementation. Here’s what I need: • Recommend the most suitable HubSpot subscription (and any add-ons) for a small team whose core goals are pipeline management and lead scoring, plus simple email broadcasts to prospects and clients. • Configure the CRM from scratch: custom deal stages, properties, lead-scoring rules, and dashboards that match our sales process. • Import my existing records via CSV—companies, contacts, deals, and historical notes—so everything lands in the right fields without duplicates. • Set up email templates and broadcast capabilities so I can send segmented campaigns while keeping a complet...

Gana comisiones inmobiliarias trabajando de forma remota por referir clientes. Represento a una firma de inversión inmobiliaria independiente establecida en Dubái y actualmente estamos ampliando nuestra red de colaboradores remotos para conectar con personas interesadas en invertir en el mercado inmobiliario de Emiratos Árabes Unidos. La tarea es sencilla: encontrar personas interesadas en conocer oportunidades de inversión inmobiliaria y agendarles una videollamada con nuestro equipo asesor en Dubái. Nosotros nos encargamos del cierre de la operación y se comisiona por la venta. La forma en que consigas contactos depende de ti. Muchos colaboradores trabajan principalmente a través de llamadas, WhatsApp o redes de contactos personales. Fa...

Hello, We are using Zoho Books (UAE VAT module enabled) for both B2C and B2B invoicing. Currently, each invoice contains multiple services (often 10–15+), and each service consists of: Government fees (VAT exempt) Service/processing charges (VAT @ 5%) Typing or administrative charges (VAT @ 5%) Our challenge is invoice presentation. If each component is shown as a separate line item, the invoice becomes too long and difficult for customers to read. Desired outcome: We want the invoice to display a summarized table with limited rows, while still maintaining correct VAT treatment and accounting accuracy in Zoho Books. Specifically, we would like to explore whether customization (Deluge + template customization) can achieve the following: A summarized invoice table with grouped...

Join me in Hyderabad as a full-time telecaller focused purely on customer support. Your day will revolve around answering inbound calls, resolving general service queries, logging each interaction in our CRM, and keeping customers happy with a calm, courteous tone. No sales targets, no technical troubleshooting—just clear, friendly assistance for every caller. The role is office-based, Monday to Saturday, ideal for someone with 0 – 2 years of experience who enjoys speaking with people and can pick up processes quickly. I offer a fixed ₹15,000 monthly salary and on-the-job training, so fresh graduates are welcome. Required languages • English (fluent) • Telugu (fluent) Knowing Hindi is a bonus, but not mandatory. If you can communicate confidently in both req...

I need a reliable partner who can keep my sales schedule running smoothly, look after customer follow-ups, and handle the everyday admin that piles up behind the scenes. Your top priority will be crafting clear, friendly, on-brand email replies; everything else—calendar coordination, light data entry, and occasional research—supports that goal. Proficiency in polished email writing and online research is essential. If you already work comfortably inside Microsoft Office, a basic CRM, or any cloud-based scheduling tool, that will make our hand-off even faster, but I’m happy to walk you through my exact workflow. Accuracy, responsiveness, and a knack for staying organized matter more to me than time-in-seat. Typical week: • Draft and send email responses and follow-u...

We are From Finedots Visual Technology Pvt Ltd … We have created an online store in Zoho commerce and we have completed some of setups … And some of the setups are not completed ... We want to complete those steps and also want to complete Backend works ....which are Mentioned Below Integration of shipment partners shipRocket and Delivery details available within the system for reference Zoho Configuration Setup of SalesIQ chat widget on the website tracking and real-time chat configuration capture from chat conversations Zoho Marketing Automation email campaigns based on user actions Lead segmentation and scoring setup Zoho PageSense 8 Website behaviour tracking and analytics setup visitor activity, interests, and engagement across Website pages v...

I run a growing website-development agency and have compiled a database of cold leads—mainly owners of small businesses spread across several countries. Your mission is to pick up the phone, engage these prospects, and turn curiosity into signed development projects. You will receive: • A regularly updated spreadsheet of verified cold leads (names, phone numbers, business URLs, and brief notes). • A concise call script highlighting our core offers: custom WordPress sites, redesigns, and maintenance packages. • Login to our cloud CRM (HubSpot) to track each interaction. What I need from you: • Confident, fluent phone outreach during the prospects’ local business hours. • Accurate, same-day CRM updates—status, call notes, next steps. &...