CRM Jobs

Necesito poder administrar una base de mis clientes para que mis asesores puedan gestionar sus ventas, tengo 6 asesores comerciales pero estos pueden rotar o aumentar por lo que debe ser una plataforma web en donde ellos puedan editar datos y colocar observaciones, que sea como un CRM que me ayude a gestionar procesos de ventas, todo esto vía web con usuario y contraseña por cada ejecutivo, con 2 niveles de seguridad y asignación de clientes en lotes, la pantalla debe ser como un Excel pero necesito poder sacar reportes con resumen general y graficas. Se manejan 6 tipos de clientes: los que no desean nada, los que solo preguntan, los cliente objeción, los que si desean comprar, los que ya son clientes de la empresa y los que ya son clientes de este tipo de produ...

Buscamos a una persona que se encargue de la estrategia comercial, búsqueda de nuevas oportunidades y de negocio y acompañamiento a los nuevos clientes. Responsabilidades: - Ofrecer resultados comerciales y crecimiento asociándose con nuevos minoristas estratégicos y ampliando la base de clientes de la marca a nivel mundial. Esto incluye, entre otros, tiendas independientes, cadenas de grandes almacenes y los mercados B2C más relevantes. - Desarrollar estrategias de comercio electrónico para aumentar los ingresos, aumentar la rentabilidad y respaldar la experiencia general de la marca. - Entregar informe de desempeño mensual a accionistas/ejecutivos.

Necesito una plataforma multiusuario para Realtors que sea un CRM, con un admin paraxactjvar y desactivar usuarios que sea escalable.

Zoho Service Desk Support Admin I am looking for a Zoho Service Desk support admin to provide ongoing support for our completed implementation. We require support for specific changes and need response times within 48 hours. Ideal Skills and Experience: - Zoho Service Desk implementation and administration experience - Strong communication and problem-solving skills - Ability to provide quick and efficient support - Support engineer to help the customer requests - Knowledge of IT service management software and best practices - Ability to check DL (distribution list email multiple times per day) - Complete the following tasks daily: 1. Create ticket from messages in IT Inbox 2. Reply to the users with an acknowledgment 3. Include the ticket number in the message reply 4. Copy the IT...

Looking for someone who has a highest knowledge to duplicate crm especially those hard to copy. The perfect candidate has to be really first. Excellent knowledge of CRMs is important. Am not looking for learners.

Real Estate Company seeks a skilled freelancer to help set up their Monday CRM platform. The ideal candidate should have experience in Salesforce to Monday CRM. The project requires the following specific features: - Lead tracking: The client needs to track leads effectively. - Define 3 offices with the Sales team and Admin ( Roles) - Add propieties and owners - Funel Sales. - Automat Mailing campaigns. - Monthly repords - Team Roles The freelancer should have the following skills: - Experience in data migration from Salesforce to Monday CRM - Proficiency in manual input ( we will upload the data) - Knowledge of lead tracking functionalities in Monday CRM The project is expected to be completed within a reasonable timeframe and within budget.

We are looking for a Zoho One Developer to join our team in a full-time position. The ideal candidate should have intermediate expertise in Zoho One applications and be able to optimize the overall usage of the platform. Looking for Zoho One developer who is having minimum 2 to 3 Years of exp and can work on different modules of Zoho. We are looking for India based and only Individuals. and full time developer Its an urgent requirement. Specifically, we require development for all Zoho One applications and expect the candidate to be familiar with their functionalities. As our primary goal is to optimize the usage of Zoho One, we require someone with experience in integrating applications, automating processes, and improving workflows. The candidate should be able to work independen...

We are currently seeking a skilled professional to assist us in migrating our customer support system from Edesk to Zendesk. The freelancer should not only successfully complete the migration, but also set up best practices and automated workflows to maximize the effectiveness of our customer service operations. Responsibilities: Data Migration: The successful candidate will be responsible for transferring all existing data from Edesk to Zendesk, which includes but is not limited to customer data, support tickets, and historical interactions. They should ensure that all information is accurately transferred and easily accessible in the new system. Zendesk Setup: After the data transfer, the candidate will be responsible for setting up and optimizing our Zendesk system. This includes set...

As a Salesforce user, I'm looking to add some new features and enhance my existing instance. My goal is to get the work done as soon as possible and I'm looking for assistance from a freelancer who can help me improve my system quickly. I need someone who is highly experienced in Salesforce and comfortable with the different functionalities, such as data management, workflow automation, and reporting and analytics. Ideally I'm looking for someone who can help out ASAP in order to get the most out of my Salesforce instance.

I am looking for a talented developer to create a custom Lightning Web Component for our Salesforce instance. This component will serve as a path component, allowing us to determine the next step in the sales process. We have specific design requirements for this component, and Salesforce Lightning is the edition we are using. Furthermore, the desired functionality of this component is for it to have custom capabilities. If you think you have the skills to implement this project, please do not hesitate to reach out. Thank you!

Looking for a GHL expert to work on an ongoing basis with us. We are building a custom CRM for a niche industry. The bulk of the CRM/automation system is complete. Will need to finish the final few elements: (adding a webinar feature & adding a digital business card like Linktree). May be additional things to add as we go. This freelancer will be responsible for ensuring our primary system is functioning properly. All automations are firing correctly, all forms work, basically the whole mother platform is working as it should. When clients sign up, this person will be responsible for: -Setting up clients account -Moving our snapshot into clients account -Making sure their emails, domains, numbers etc...are set up correctly May be additional tasks as we progress. Initial project wil...

MY NAME IS TREVOR BELL , I HAVE OWNED AND OPERATED A COMMERCIAL ELECTRICAL CONTRACTING FIRM IN LAS VEGAS FOR OVER 20 YEARS BUILING STRONG RELATIONSHIPS AND RAPPORT WITH NUMBEROUS VENDORS , SUB CONTRACTORS , SPECIALTY SUPPLIERS OFFICE STAFF , FIELD STAFF AND MANAGERS , I HAVE SPENT THE LAST 2 YEARS ORGANIZING THE MOST TALENTED INDIVIDUALS IN EACH OF THOSE CATAGORIES TO CONSTRUCT A HIGH PERFORMANCE TEAM THAT WILL BE THE FOUNDATION OF MY NEW COMPANY IMMEDIATE RESPONSE ELECTRIC , THE COMPANY WILL PEREFORM ALL RESIDENTIAL AND COMMERCIAL ELECTRICAL SERVICES AND INSTALLS. THE PLAN IS TO EMLPOY MY DREAM TEAM, UTILIZE INDUSTRY LEADING CRM TECNOLOGY , IMPLEMENT THE MOST CUTTING EDGE BUSINESS ARTIFICIAL INTELIGENCE AND COUPLE IT ALL WITH MY EXPERINCE . THE GOAL IS TO PROVIDE EXTRAORDINAY SERVIVE...

I am looking for a freelancer to develop a marketing CRM module using the mERN stack and graphql. The ideal candidate should have experience in developing CRM modules and be familiar with the mERN stack and graphql. Specifically, I require the following features in the CRM module: - Customer segmentation - Deals Pipeline -Email/SMS campaigns -Drip emails/SMS If you have experience in developing CRM modules and are familiar with the mERN stack and graphql, please submit a proposal. Thank you. Do not need user authentication. Roles and Permissions

Create a flow that automates sending an SMS message to service providers when a bid is created and send to the service provider

I'd like tyo port my business over to microsoft from google. I'd like to use the crm, email, docs, drive and teams - Please get back to me. Thanks, John

Hi. I need few lead generation experts and virtual assistants who can generate leads and then nourish them until getting their time for meeting. You should be knowledgeable about CRM and automations.

I am looking for a developer who can create a QuickBooks Online app for that will be available in the QuickBooks online market for purchase (subscription basis) Ideal skills and experience for the job include: - Experience with QuickBooks Online - Knowledge of CRM integration /API - Knowledge of C++ - Proficiency in creating customized reports - Strong communication skills to ensure the app meets my exact needs.

To develop a clear roll out plan To draft a clear scope of what apps we need and how they should work To define which zoho app will manage our process

Hello! I'm looking for an experienced technical expert with extensive knowledge of Bitrix24. I need help with both the initial setup of the system as well as ongoing support. The project requires a high level of customization and expertise with specialized features in Bitrix24 CRM, project management, reporting, workflow management, process automation and integration with other tools or softwares through API. If you have the skills and experience to help with this project, please reach out and let me know how you can help. I look forward to hearing from you.

I am looking for a Salesforce professional to generate a quote in standard Word format with multiple templates, and to merge the word documents together. These merge documents should include features such as track changes, table of contents, and custom headers/footers. I need this to be completed in a timely manner with precision and accuracy. Knowledge in Salesforce and expertise in creating quotes in Word format is an absolute must. I have multiple templates which needs to be designed in Salesforce.. User should be able to select relevant template, select relevant price list word file and Terms and conditions word file, and click on button Generate Document. The system should first generate quote word document and then merge all three word documents ( Quote word file, price list doc, an...

I am looking for a freelancer who can help me set up my IXACT CRM account and automate some tasks using Zapier. The ideal candidate should have experience with both IXACT CRM and Zapier, as well as a good understanding of real estate CRM task automation. Key requirements: - Expertise in IXACT CRM and Zapier - Experience with real estate CRM task automation - Ability to set up IXACT CRM account - Good communication skills Tasks that need automation: - Lead follow-up tasks - Task reminders for important dates - Real Estate Drip Campaigns - Real Estate Marketing - Email notifications for new leads If you think you have the skills and experience required for this project, please get in touch with me.

I am looking for a Hubspot expert to configure our account for both sales and client management. Our primary goal is to have a streamlined system that can handle both aspects of our business. We have some established processes in place, but they need refining to ensure maximum efficiency. Standard features are sufficient for our needs, so we do not require any custom integrations or features. Skills and experience required: - Expertise in Hubspot and its sales and client management capabilities - Experience in refining and optimizing sales and client management processes - Strong understanding of standard features and how to best utilize them for maximum efficiency.

Need go intergrat Credit score and Bank verification API onto our Zoho CRM. Must have done work on Zoho CRM before.

We are looking for an agency that is mastered with Clickfunnel software to create a lead generation funnel with email campaigns to move a cold customer (lead generation funnel) to warm customer who we will have an email campaign set up to move the customer to make a decision and taking action with 12 emails.

We are looking for an agency that is mastered with Clickfunnel software to create a lead generation funnel with email campaigns to move a cold customer (lead generation funnel) to warm customer who we will have an email campaign set up to move the customer to make a decision and taking action with 12 emails.

We are seeking a skilled freelancer to assist us in automating our sales workflow using the WhatsApp API. As an online meal provider service, we receive leads from various sources, and we aim to streamline our sales process by leveraging the power of WhatsApp for effective communication and automation.

I am looking for a qualified freelancer to assist me with the document generation requirements of my COnga Salesforce implementation. This document generator should be capable of creating complex documents that are made up of multiple sections, images, tables, and formatting. Experience with Salesforce and configuring its settings would be an asset, although I only require assistance with document generation - no complete setup or partial setup is needed. If you think you have the skills that meet my needs, I'd love to hear from you.

I would like to build platform and CRM with Microsoft 365

We are looking for a freelancer to collaborate with our team on minor development and process improvements for our sales force. We currently have established systems and processes in place, but they could use some improvement. Ideal Skills and Experience: - Experience with sales force development and process improvement - Strong collaboration and communication skills - Ability to work with existing systems and processes - Knowledge of lead generation, sales process efficiency, and customer retention techniques

I am looking for a developer to create a CRM system with a focus on customer service and support. The ideal candidate will have experience in developing web-based CRM systems and be open to suggestions for integrations with other software tools. Specifically, the CRM should have the following features: - Lead and contact management - Sales pipeline management The preferred platform for the CRM is web-based.

We are looking for an experienced developer skilled in CRM platforms such as SugarCRM, EspoCRM, Vtiger, Odoo, or any other you deem suitable for our requirements. Our goal is to transition from Salesforce/Pardot to a more cost-effective open source alternative without sacrificing operational efficiency. Apart from the CRM migration, the developer will be expected to integrate a dialer and calendar scheduling functionality into the CRM system. We also need assistance with frontend development for our landing pages and websites. Key responsibilities include: CRM Migration: Safely and efficiently transfer all our data and business processes from Salesforce/Pardot to the chosen open source CRM. The developer should ensure minimal downtime during this process and must validate the integrity ...

I am looking for a Real Estate Data Entry & CRM Manager who can help me with my business. The ideal candidate will have experience in both data entry and CRM management. Be able to use multiple websites for specific data research that we will give you access to. Tasks: - Enter both property and contact information into the CRM (Solve) - Update the CRM weekly with new data - Ensure data accuracy and completeness Skills & Experience: - Proficiency in data entry - Experience with CRM software, specifically Solve - Attention to detail and ability to ensure accuracy in data entry - Knowledge of real estate industry and terminology would be a plus If you are interested in this job, please send me your proposal with your experience and how you would approach this project.

I am looking for an experienced developer skilled in Vtiger. The goal is to install on a Namecheap VPS and configure Vtiger with a handful of tools. The ideal candidate will have a deep understanding of Vtiger CRM and possess strong technical skills to effectively set up and customize the CRM according to our business requirements. As part of the Vtiger implementation, the setup must include OpenPhone/SMS and Gmail & calendar scheduling functionalities. This will require the ability to create, manage, and track phone calls/texts within the CRM, and process for managing appointments and reminders. Additionally, the developer will be expected to integrate OnTask (online contract signatures) into the CRM system so we can track when customers sign agreements. Once this project is compl...

*NEED IT BY 5TH JUNE* it is a super important presentation and case study which would decide my career progression. A new promotional campaign for an “up to 20% discount” needs to be set up and scheduled. Unfortunately, there is no template that can be reused from any previous campaigns, so you would need to code a simple one. The audience needs to be restricted to customers flying from any German airport. Ideally, we want to re-target customers who do not open the email after 2 days with an app push notification to redirect them to our homepage What data checks would you perform to verify that the audience is complete? How do you envisage your process to be in case no data is available to target that group? How do you deal with the different language versions? Could you p...

I am seeking a Dynamics 365 Teacher and Developer who can assist me with the Sales module of Dynamics 365. Specifically, I require help with setup and configuration of the module. Ideal skills and experience for this job include: - Strong understanding of Dynamics 365 Sales module - Experience with setup and configuration of Dynamics 365 - Ability to train and teach on the Sales module of Dynamics 365 - Proficient in communication through video conferencing My preferred method of communication during the project is through video conferencing or phone.

I am looking for a skilled freelancer to create a CRM for my credit repair company. The CRM should have the following features: - Lead Management - Document Management - Analytics and Reporting In addition, I would like the CRM to integrate with any necessary software or tools, and I am open to recommendations on what those might be. The most important aspect of this project is that the generated letters are fully-customized and unique for each case. As such, I am looking for a freelancer with experience in creating customized letters for credit repair companies.

I am looking for an experienced freelancer who knows how to optimize Octopus LinkedIn Automation Tool. Ideal skills and experience: - Expertise in Octopus optimization - Familiarity with deployment tools and configuration management - Ability to provide guidance and support throughout the project - Strong communication skills to ensure smooth collaboration Timeline: I need this project completed ASAP and would appreciate timely communication and updates regarding progress.

Salesforce Developer Needed for CRM Customization and Ongoing Maintenance and Support I am in need of a Salesforce developer who specializes in CRM customization. Specifically, I require the following functionality to be developed: - Customization of fields and objects to fit my business needs - Development of custom workflows and triggers - Integration with third-party applications After the initial development, I will require ongoing maintenance and support to ensure that my Salesforce system runs smoothly. This will include: - Regular updates and bug fixes - User support and training - Assistance with system integrations and upgrades The ideal candidate will have experience with Salesforce CRM customization and ongoing maintenance and support. They should also possess the following...

Company Description: We are a dental assisting school and job placement service. We pride ourselves on offering an exceptional educational experience while ensuring our graduates find the right employment opportunities in the dental field. Job Description: We are currently looking for a Virtual Administrative Assistant to support us in CRM Management and Data Entry. The role will be divided into two parts: ongoing daily tasks and occasional project-based assignments. Key Responsibilities: - Ongoing Daily Tasks (approx. 30 minutes daily) + Monitor recent activity on job portals such as Indeed and other employment websites. + Update our CRM with relevant leads gathered from these portals. - Initial Significant Assignment (30 - 40 hours) + Input existing data into our CRM. + Occasiona...

Need CRM for construction project operations and management

Looking for freelance assistance who has experience in designing a CRM on platforms such as Zoho, HubSpot, Salesforce, and Sugar CRM, etc and has knowledge about it from how to start to the end. So basically I want to design a CRM for my company which is a service-based business. I've come across the platforms mentioned above but want someone to assist with it. Requirements as a freelance 1. Need your expertise in designing CRM on the platforms mentioned above. 2. Can help/assist through the process. 3. Should have the knowledge to suggest choosing a platform is better or going custome designing would be better. 4. It's a small project but experienced person is required who has full knowledge of.

Hi, we are looking for Sales Associates who are passionate about sales and enjoy working in a fast-paced environment in our online retail company. It's an Online job with a steady income. Your main responsibilities: - Check and follow up with the existing customers, using Insightly (our CRM software) - Assist in processing the orders of customers: purchases, returns, exchanges, and other administrative tasks - And other basic admin tasks Requirements: - Have experience or knowledge about the online retail market - Proficiency in English (speaking and writing) is a MUST - Having experience in SEO is a big advantage - Available for a quick response during the working hours of the Singapore Time Zone - Computer savvy, and possess good knowledge of Excel & Word - Familiar with t...

Hello! I'm looking for a freelance specialist in vtiger who can help us configure the ability to create invoices for companies. Currently, we can only create invoices for individuals, not companies. Additionally, we're unable to add multiple items to a purchase order.

I am in need of a digital marketer who can help me with my SMMA. The specific service that I require is social media marketing, and I prefer the use of Facebook as the platform of choice. My target audience is both B2B and B2C. The ideal candidate for this job should have experience in social media management, SEO optimization, and email marketing. They should also possess excellent communication skills, be creative, and have a good understanding of social media trends. The ability to analyze data and make data-driven decisions is also a plus.

I'm looking for a tele calling CRM that is ideal for sales and includes the features of call recording and a desktop application UI. I need the CRM to be powerful enough to handle multiple users and perform across all platforms. I need the capability to record calls and track leads, as well as easily integrate with other systems. Additionally, I'd like a user interface that has a desktop application with a smooth design and UX/UI. I'm hoping the CRM system can make it easy to manage incoming and outgoing calls and allow for increased visibility into the flow and success of those calls. It would be ideal if the system could perform quickly and reliably.

I am looking for a freelancer who can integrate Dial Pad and MOJO with our CRM, Marketsharp. Specifically, I need sales analytics and reporting features integrated into the system. The level of customization needed is intermediate. The ideal freelancer for this project should have experience in CRM integration and proficiency in Dial Pad and MOJO. The project will require the following skills: - CRM integration - Knowledge of Dial Pad and MOJO - Sales analytics and reporting expertise

Hello, I am interested in hiring someone that can help me build an approval matrix on top of our existing system that is developed in CodeIgniter and Mysql. User information will be coming from our HR and ERP system. This module will sit on top to track all requests, approvals and generate reports.

Hello! I am looking for a freelancer to help me with setting up and implementing a CRM system for my business. I already have an account set up and need help setting up certain features. Specifically, I need help integrating sales tracking into my CRM. I am not sure if I will need additional integrations with third party programs, but I would like to discuss this further with the freelancer. All in all, I'm in need of an experienced CRM consultant to help me get my system running to its fullest potential.

As a top-rated freelancer, my team and I are seeking to hire 5 to 6 contractors for project-based work. We are looking for experienced and self-starting individuals who are diligent and can work with minimal instruction. The work is fast-paced and requires quick communication and turnarounds. We primarily use Slack, Trello, and Google Drive for project collaboration. To be considered for this opportunity, please provide relevant work experience and an outline of your current quality assurance (QA) process in your proposal. Also, please include your favorite movie at the top of the proposal. Our ideal candidate will possess the following skillset: Self-starter who can work with minimal instruction Diligent and detail-oriented Office Document Production Project management Record Keeping E...

With the implementation of Enhanced Domain in UAT by the url has changed, the problem arises in that the queries that enter through the bot are not being referred to the agents that are online.