Vtiger crm import jobs
Remove column from table and import excel to the table
Move only file, I will import db
...functions created for pricing automation and creating records in zoho crm automatically from desk via custom desk button. ----- I'm looking to enhance my business's efficiency by using Zoho Deluge. The main goals for this project are: - Automating specific business processes - Customizing Zoho applications, specifically Zoho Desk and Zoho CRM In greater detail, the tasks needed to be completed are: 1. **Automation of Business Processes:** Specifically, I need Deluge scripting for both Desk and CRM. The key aim here is to streamline our workflow, reducing manual tasks and increasing productivity. 2. **Customization of Zoho Applications:** This pertains to custom-made workflows to refine and adapt our Zoho Desk and Zoho CRM according to our o...
...AI-Enhanced Medical CRM System Using ERPNext Project Description: We are seeking an experienced ERPNext developer or development team with expertise in AI and machine learning to customize and enhance an ERPNext-based Medical CRM system. This project aims to leverage the flexibility and extensibility of ERPNext to create a system that not only streamlines healthcare operations but also incorporates advanced AI functionalities for improved patient care, operational efficiency, and decision-making processes. The successful candidate will customize ERPNext modules, integrate AI capabilities, and ensure a seamless user experience. Key Features and Functionalities: Customization of ERPNext Modules: Adapt existing modules for patient management, scheduling, inventory, financi...
Hello, I need a public app for shopify, we need the ...app for shopify, we need the app to connect our feed manager to connect to shopify and import and export products: The app must be developed on Gadget dev, must have two sections: 1)Export sections - where the user can export the store products (selecting the desidered fields) and scheduling one or more times for autonatic export The export must be in csv When the export is processed must be generated an url (static url with a fresh csv on each update) Each time that an item is created or updated in shopify the process have to start to generate a fresh csv 2) Import section - where the user can past a static url that point to a csv, at the schedulation time Shopify have to retrieve the file and import the c...
I am looking for an expert in CRM systems to custom-build a solution for my sales team. Our team is small, composed of 1-10 users, but we need a robust system. Below are the detailed features we require: - Contact Management: The CRM should have a streamlined system for managing and organizing contacts. It should allow the easy addition and modification of contact information and have a search feature for easy retrieval of contacts. - Opportunity Tracking: The system should offer a thorough opportunity management system. We need to be able to track prospects, monitor the sales cycle progression and give us an instant overview of where each opportunity is in the sales process. - Reporting and Analytics: Our CRM should provide us with detailed reports for insight driv...
I'm seeking a proficient developer to build a custom CRM system that incorporates contact management, sales pipeline tracking, and task management modules. This system should seamlessly integrate with existing accounting software. Key requirements: - In-depth knowledge in custom CRM development. - Proven experience in software integration, specifically with Stripe. - Work-history involving contact management features. - Familiarity with sales pipeline tracking and task management functionalities.
I need an automated script that can import multiple source files and fill in relevant sections of multiple tabs of an template file for analysis. In addition to import, I need automated generation of formulas and sections to be dynamically expanding or collapsing based on the depth of source data. More details on chat.
...data visualization of historical pricing trends and averages should be easy to comprehend, assisting users in making well-informed bids. Ideal Skills: - Web Development: The candidate should have exceptional web development skills, with a portfolio demonstrating proficiency in creating interactive, user-focused websites. - transport cost symulator connected with our shipper operator prices - CRM system for our employees - multi language (i will deliver PL text) - UI/UX Design: Since I need assistance with the layout and design, a deep understanding of UI/UX best practices is crucial. - Database Management: Considering the need for a live bidding system and historical pricing data, expertise in efficient database management and data visualization will be an added advantag...
We are looking for a person to manage and execute daily and punctual group tasks for several email outreach campaigns. Please answer this job announcement with the number of hours you dedicate daily to the tasks we have listed bel...- Document email technical information - Setup SPF, MX, DKIM, DMARC DNS records and manage the relation with hosting providers support - Manage the invoices with our company financial department - CSV database data treatment and data review - Retable database data entry Daily tasks: - Manage outreach tools such as and Reachinbox - Setup email sequence - Setup sequence schedules - Import written materials to the sequence - Review sequence emails and sequence configuration - Monitor email warmup - Monitor and forward email responses to several partners
I'm currently in need of a skilled developer, experienced in C# and Amazon's SP-API. My project involves converting from the older Amazon MWS API to SP-API for two key functions in my custom-built web application. Key Responsibilities: - Transition the web pages from the MWS API to the SP-API - Upload inventory quantities a...- Significant experience with Amazon SP-API. The chosen freelancer will have proven experience with these kinds of systems, as well as a demonstrated ability to transition between different APIs without compromising operational efficiency. Understanding of Amazon's inventory and delivery tracking requirements is vital for this project. I have provided the current web pages and a sample of the import files. I need the pages updated to call the...
I am currently experiencing some issues with my WordPress website and need an experienced professional to assist me. Here are the main issues we'll need to address: - The menu in mobile view isn't behaving as it should. - I'm experiencing some problems with the contact form. - There's an issue with the import of media files from my old website. While I haven't had any common error messages, I'm still keen on getting these issues fixed promptly and satisfactorily. It's important for me to ensure that my website runs smoothly and efficiently for my site's visitors. In terms of the contact form, there's been some trouble which needs to be taken care of, the details of which we can discuss further ahead. Ideal skills for this job: - So...
...Management (CRM) system developed using Airtable. The CRM system should have the following features: - Contact Management: The CRM should effectively store and manage client data, enabling easy access to any contact details when required. - Lead Tracking: I want to be able to track my leads effectively. This should include their contact details, the date they were contacted, what was discussed, their response, and the next steps. With regards to integration, I would like the CRM to seamlessly link with my email marketing software. This will allow me to send bulk emails and more easily keep track of my correspondence with leads. To manage the CRM, there should be two types of roles: Administrator and Salesperson. - Administrator: This role should ha...
I'm looking for a professional who can successfully automate various aspects of my business using ZOHO. Key areas that require automation include Sales and CRM, Marketing and Email Automation, as well as Accounting and Finance. - Specifics: The system should be capable of advanced reporting and analytics, integration with other software platforms, and custom workflow and rule creation. - Capacity: The application should be able to support 1-10 users. The ideal freelancer for this job must have a strong understanding of ZOHO and its capabilities. Their skills should also encompass the design of tailored systems, and the integration of multi-platform software. This project requires analytical thinking and problem-solving as you'll need to develop and implement an efficien...
...meetings in our CRM system. Collaborate closely with the sales and marketing teams to optimize outreach strategies and achieve sales targets. Stay updated on industry trends, competitor activities, and market developments to identify new sales opportunities. Requirements: Previous experience in sales, lead generation, or customer-facing roles preferred. Strong proficiency in using LinkedIn for prospecting and networking. Excellent written and verbal communication skills, with the ability to articulate complex concepts in a clear and compelling manner. Highly organized with strong attention to detail and the ability to manage multiple priorities. Results-oriented mindset with a track record of meeting or exceeding targets. Familiarity with CRM...
...core capability of the CRM should revolve around client management, case tracking, and document management. Client Management: - The paramount aspect of Client Management for my firm will be the storage of contact information. The CRM should be capable of storing both basic (name, phone number, email) and detailed (address, date of birth, passport details) information. - Status updates: The system must provide real-time updates on a client's case status dynamically. - Task assignment: A feature for assigning tasks to team members for better management and efficiency is crucial. I envision a complete automated process for the contact information storage in the CRM, ensuring fewer manual tasks and chances for error. Ideal Skills and Experience: - Proven exp...
Project Description: Key Activity: The primary focus of the software will be to facilitate scheduling for ballroom dancing camps. Description: The Complexity: - Ballroom dancing camps host numerous couples (often more than 100 up to 1000), each arriving with various preferences for the number of lessons they wish to take with different trainers and their own arrival and departure times. - With a multitude of trainers and couples, scheduling becomes immensely challenging, requiring a sophisticated solution to ensure fairness and efficiency. Software Functionality Overview: Registration and Preferences: - Couples will register for the camp via the website, providing details about their desired lesson preferences, including the number of lessons they want with each trainer an...
I require a Power BI expert to support me with data visualization and report creation tasks. My project...visualization and report creation tasks. My project will primarily focus on sources drawn from Excel spreadsheets, SQL databases and CRM systems. Key responsibilities will involve: - Developing a strong visualization of collected data - Assisting in the creation of comprehensive reports The ultimate objectives are to analyze data trends and improve existing visualization formats for better decision making. Ideal candidates should have significant experience in handling a variety of data sources and creating effective reports. Strong Power BI skills, particularly in data visualization, are essential for this task. Expert-level knowledge of Excel, SQL and CRM systems i...
I'm looking for an experienced Italian telemarketer to perform cold calls to business owners promoting our IT solutions. The role is part-time, from Monday to Friday. YOUR TASKS: - Making cold calls to Italian business owners. - Promote our specialized IT solutions, specifically in the area of social media marketing. - Update CRM with calls made, responses, and other key metrics. IDEAL CANDIDATE: - Native or fluent Italian speaker. - Prior experience in sales, specifically telemarketing. - Experience in selling IT solutions or social media marketing services. - Excellent communication and persuasion skills. This project is ideal for freelancers with a background in sales and having knowledge of IT solutions. Familiarity with social media marketing services is a plus. The ...
...need of an experienced software developer or company (ideally) who can create a robust multi-tenant Cloud ERP SAAS. The ideal solution will be founded on a chosen open-source software and capable of managing diverse business functions. (Some examples I can think of would be erpxext, dolibarr, ...etc). The licensing should allow for this of course. Core Requirements: - Manage Sales & CRM - Oversee Inventory & Warehousing - Handle Accounting & Finance - Support Human Resources Management The software should be designed to be easilt scalable. Experience in cloud-based ERP systems, SAAS projects, and managing multiple users is a must for this job. Any additional knowledge in Human Resources Management systems will be a plus for seamless integration of these features in...
As we aim to improve our work efficiency, we require a specialist to automate crucial areas of operation: 1. Data Entry Automation: - Import data from CSV files - Capture data from web forms - Integrate with our existing database system 2. Email Communication Automation: - Send automated emails - Generate email templates - Track email responses 3. File Management Automation The ideal candidate must possess robust expertise and proven experience in system automation. Familiarity with database systems and a proficiency in building efficient workflows are also important. Successful execution will streamline our operations, reduce manual effort and ultimately, improve the productivity of our team.
...paid feature of the app. Core Features: Floor Plan Interface (imported static PDF background, resizable/rotatable equipment elements) Diagram Interface (includes dynamic component re-positioning based component interconnections) In-app “Smart Capture” photo & OCR capability (with flow for user to crop photos and review post-processing results to source photo as part of data validation) Export/Import to CSV-like file type (example file to be provided for formatting reference) Per-Export Payment System Searchable Media Library (associate equipment with photos) Inter-Equipment Relationship Data Management Database search If you are interested in potentially partnering on this project, please reply with a message indicating your interest. From there I will share som...
I am looking to transform our existing Perfex CRM into a Progressive Web Application (PWA) to ensure seamless operation on both Android and iOS platforms. The goal is to enhance user experience by leveraging the flexibility of a PWA while maintaining the core functionalities and design of the Perfex CRM. Here’s what I am looking for in this project: **Key Features to Include:** - Customer Management: A robust system for managing customer information and interactions. - Task Management: Efficient handling and tracking of tasks. - Estimates: Capability to create and manage estimates effortlessly. - Appointment Section (Appointly): An integrated section for scheduling and managing appointments. - Chat Section: A dedicated space for real-time communication. **Design Custo...
...accommodate additional systems inthe future. 3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within Freshdesk. 4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup. 5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features. 6. Start with integrating emails and begin working with CRM, while planning to add further integrations gradually. 7. Plan for manual updates between Zoho CRM and external systems until automated integration is established. 8. Evaluate different vendors(Twilio, RingCentral, Ringostat) that offer integrations with Zoho CRM and Freshdesk for telephony options f...
We are currently seeking an import expert with specialized skills in handling products from China to the United States. The ideal candidate will be responsible for coordinating the entire import process, with particular attention to product quality control. Main Responsibilities: Coordinate the entire import process from China to the United States. Conduct thorough quality checks on imported products to ensure high quality standards. Cooperate with Chinese suppliers to improve product quality and resolve any quality problems. Manage customs documentation and ensure all regulatory requirements are met. Monitor and manage warehouse stocks in collaboration with the logistics team. Requirements: Proven experience managing imports, particularly from China to t...
I'm seeking a knowledgeable and efficient professional to integrate my WordPress + Angular website with Zoho CRM. The key functionalities I'm interested in are: - Contact form submissions - Lead captures - Sales pipeline synchronization - Checkout process These processes should be conducted through real-time synchronization, ensuring my website and Zoho CRM operate in harmony without delay. The ideal candidate for this project should have considerable experience in CRM integration and a proficiency in navigating WordPress and Angular frameworks. A deep understanding of how Zoho CRM works, including its functionalities and synchronization processes, is essential. Outstanding problem-solving skills and attention to detail are also heavily sought aft...
I'm looking for a proficient web designer with a creative eye to help with the design of a modern, innovative website for my import agency. As my agency works with an extensive range of products, including apparel, electronics, and automotive devices, the site needs to appeal to varied audience segments. The main aim of the site is to generate business leads. It will need to incorporate: - A prominently displayed contact section - An effective lead capture form - Engaging video content - Display creative page designs with possible moving background imagery - Descriptive graphics clearly outlining the advantages of working with my agency Previous experience with lead generation websites and a distinctive design style would be ideal for this task. The ability to integrat...
I am looking for an expert in building a CRM system based on the Microsoft Power Platform. The CRM system should be designed with the following functionalities: - Contact/Account management: The system should be capable of managing and keeping track of all our contacts, including their engagements with our business. - Sales pipeline management: The system should provide support in visualizing, managing, and guiding us through our sales pipeline. We need good visibility of our deals at various stages. Our team will be less than 10 users, so you will need to ensure the CRM can efficiently support this number. In terms of customization, I require moderate customization to the system. This will involve incorporating some unique workflows and features specific to my bus...
I am looking for a skilled WordPress devel...create multiple radio button and to rename titles Dropdown for Power: Ability to choose power options (e.g., -1.00, -2.00, +1.00, etc.) Radio button and dropdown linked with a condition: This might involve showing certain dropdown options based on the selection made in the radio button (e.g., bifocal or multifocal lenses might have different power options) Excel sheet (CSV): Option to export import the data to an Excel sheet for storage or analysis(products with power and withoutpower) New button for quantity: Instead of using a default button, create a custom button to adjust the quantity of the product. Add button: the option to upload prescription(optional) Create button: in single product page we have two buttons add to cart a...
Our rapidly expanding Real Estate Educational Community is dedicated to providing cutting-edge real estate training and resources. We are at the forefront of integrating technology to enhance the learning experience. To support our growth, we are seeking a talented Backend Developer with a strong background in API connections, Meta APIs, Meta Pixel integration, performance optimization, CRM systems (preferably GoHighLevel), and database management. Location: Remote Job Type: Full-time Role Overview: As our Developer, you will be a pivotal member of our team, working closely with our marketing and content departments to enhance our digital footprint and user experience. Your expertise will drive the integration and optimization of our digital tools and platforms, supporting our mi...
I'm in need of a Python developer to create a script for my custom CRM. The aim is to efficiently scrape specific data fields totaling approximately 300,000 records. Primary duties include: - Scraping the following data fields: Name, Email, Phone number, Company name, Revenue, Address, SIC code, and Number of employees. - Ensuring script effectively handles duplicates by ignoring them, preventing data duplication within the record pool. Skills and Experience: - Proficiency in Python scripting is required - Prior experience with data scraping is essential - Familiarity with custom CRM platforms would be highly beneficial
...Messenger, GMB Call Tracking, Missed Call Text Back, Text To Pay, Calendar, CRM, Opportunities, Email Marketing, Forms Surveys, Trigger Links, SMS & Email Templates, Funnels, Websites, Workflows, All Reporting, Triggers, Campaigns, Blogs, Proposals & Estimates + Services = Booking meetings right into your calendar, Helping you with the automation section, Focus on getting positive reviews, Weekly/Monthly update calls What we offer to you: 15% commission out of each deal + bonus every third client Pricing of our services: 1. Only CRM software = $197 per month 2. CRM software + Website with automations - $297 per month + $497 start up fee 3. CRM Software + Booking appointments into calendar = $697 per month 4. CRM Software + Features = $119...
...source to be used would be from various software including Php, Crm, Excel, and Google Sheets. • **Workflow Automation:** I am also interested in improving our workflow efficiency via automation. Should include task delegation, reminders, and tracking. • **CRM Automation:** Our CRM system could be more effective with the automation of contact management. This aspect of the project involves automating the updating and managing contacts in our CRM system. Ideal candidate for this task should have strong experience with UiPath, PHP, Excel, Google Sheets, and CRM systems. If you have previously worked on similar projects and possess extensive knowledge in developing automated processes, I welcome your bid. Understanding of CRM systems a...
We are embarking on an exciting project to create an platform that connects merchants...affiliate network organically. 6. Customizable Marketing Materials: Provide a library of customizable marketing materials (banners, email templates, landing pages) that affiliates can easily adapt and use in their campaigns. This can help maintain brand consistency and increase conversion rates. 7. Integration with Other Platforms: Facilitate easier integration with popular e-commerce platforms, CRM systems, and email marketing tools. This can help affiliates automate their workflows and improve efficiency. 8. Mobile Optimization: Ensure that your affiliate dashboard and tools are fully optimized for mobile use, considering many affiliates may work primarily on mobile devices. 9. AI-Based live ch...
We are looking for a person to manage and execute daily and punctual group tasks for several email outreach campaigns. Please answer this job announcement with the number of hours you dedicate daily to the tasks we have listed bel...- Document email technical information - Setup SPF, MX, DKIM, DMARC DNS records and manage the relation with hosting providers support - Manage the invoices with our company financial department - CSV database data treatment and data review - Retable database data entry Daily tasks: - Manage outreach tools such as and Reachinbox - Setup email sequence - Setup sequence schedules - Import written materials to the sequence - Review sequence emails and sequence configuration - Monitor email warmup - Monitor and forward email responses to several partners
I'm looking to upgrade a static website using PHP and MySQL. The main goals are to improve data management, integrate with a CRM for easy content management, and fix any issues like broken forms or errors. We also need to create new pages in the CRM for managing website forms. If you're skilled in PHP via laravel, MySQL via Phpmyadmin, and simple CRM integration, this project is for you!
I'm seeking a proficient Sales Manager, with an extensive background of over 3 years in the logistics sec...duty of lead generation and prospecting – the ideal candidate will undoubtedly need solid experience in developing and managing a robust pipeline of leads. - Management of the CRM – implementation and ongoing management of our CRM system will also be part of your responsibility. Proficiency in popular CRM software is favourable. Ideally, you'll have expertise in team leadership, excellent communication skills, and a proven track record in sales within the logistics industry. You will be well-versed in applying innovative strategies to nurture leads and boost the company's revenue. Prior experience in team management and CRM impl...
I'm seeking an experienced developer who can create a robust CRM solution for our product. The system needs to be integrated, supporting our sales, marketing and customer service departments, providing key functions including: - Customer Management: Optimizing customer interactions and relationships. - Sales Tracking: Tracking interactions, sales, targets, and more. - Lead Generation: Identifying and nurturing potential customers for our product. The successful freelancer will develop a system available on both web and mobile applications. That ensures continuous access irrespective of location or device. Ideal Skills: - Proven experience in CRM development. - Strong understanding of sales, marketing and customer service operations. - Ability to develop ...
...top-notch developer to create a robust web-based CRM. It should be designed with various important functions, such as: 1. Sales Tracking: It should track and record sales from multiple sources, providing a comprehensive account of all transactions. 2. Customer Interaction Management: I need a better way of managing customer interactions, thus the CRM should include a system for tracking interaction histories. 3. Performance Reports: The CRM should generate accurate performance reports providing useful insights to improve our operations and sales. Moreover, the CRM should be integrated with email marketing tools and various social media platforms to streamline our marketing efforts and customer engagement. Freelancers with strong experience in CRM d...
1. You must indicate if you solely providing the ideas of what to use, or also be able to implement what you are suggesting. 2. In order to consider your suggestion, we must r...the first paragraph of the document says:We are looking for an online and mobile solution provider that allows us to: streamline our lead generation, qualify them, lead them to schedule a call with us, automated chat follow up by WA, IG/FB, LI and not by email (though good if you’re the solution allows for it, analytics, CRM, unified chat inbox with WA, IG/FB, LI and email all in one column so each agent can attend many prospects in the day without having to click between a CRM page and the Unified Chat page, Analytics that allow to track campaign performance across the prospect stages including...
I'm seeking a skilled developer who can build a seamless, real-time synchronization between our WordPress and Perfex CRM platforms, specifically focusing on our User Accounts. Here's what I'm looking for: 1. Expertise in Both WordPress and Perfex CRM: Being versed in both platforms is a must to ensure smooth integration. 2. Proficient in User Accounts Synchronization: You should be familiar with the mechanics of user accounts on both platforms to achieve an effective sync. 3. Accustomed to Real-Time Synchronization: The system should operate in real-time, ensuring any changes made on one platform will immediately reflect on the other. The aim is to maintain consistency and coherence across the platforms while reducing manual workload. If you have a track r...
I'm experiencing some issues with my AWS Python code. The troubles range from syntax errors, to logic errors, and even module import errors. Additionally, I am using Selenium for web scraping. This particular project involves scraping HTML code from the web. Ideal candidates for this project would have: - Experience working with AWS and Python - Proficiency in debugging syntax, logic, and module import errors - Knowledge and experience in Selenium, specifically for web scraping - Experience in scraping HTML code from the web Your main task will be to troubleshoot and fix the existing issues in the code and ensure the smooth operation of the web scraping process.
I require a professional with expertise in setting up and managing Odoo 17 on Google Cloud. The primary focus will be on the CRM module. Skills Required: - Proficiency in Odoo 17, specifically the CRM module - Experience in cloud setups, preferably Google Cloud Deliverables: - Odoo 17 installation on Google Cloud - CRM module configuration according to business needs This project seeks effective use of the CRM module in Odoo 17, thus an understanding of CRM system best practices will be valuable. Optimizing the module to meet our customer relationship management needs is crucial.
Project Overview: We are looking to enhance our existing WordPress website, which is currently utilizing Elementor for its design and layout, by integrating a dynamic pricing calculator tailored to our honeybee removal service. This project aims to improve user interaction, provide instant customized quotes, and ensure seamless backend CRM integration for efficient lead management and follow-ups. Key Project Requirements: Dynamic Pricing Calculator Integration: Develop and integrate a dynamic pricing calculator into our WordPress website, with editable content. The calculator should adjust prices based on variables such as removal location (e.g., single flue, double flue), asbestos presence, and service options (honey, pollen, nectar). The calculator should offer personalized reco...
I'm looking for an expert graphic designer to create a modern logo for my export company. Key requirements: - The logo should prominently feature the colors blue, magenta, orange, and dark green. - The style must match a modern aesthetic. - I'm interested in exploring fresh design elements and icons, so be creative! Ideal skills I'm looking for: - Expertise in modern logo design - Ability to incorporate multiple colors while maintaining aesthetic appeal - Creativity in developing original design elements or icons
I am in need of a savvy website designer proficient in creating unique, visually appealing portfolio websites. My company operates within the realms of different domain such as textile, Agri-Tech, Consultancy, Export - Import, Trading, Etc. Hence I am seeking an expert with an eye for aesthetically pleasing design elements and an understanding of the style inherent to this industry. Key Details: - You will have to design a compelling portfolio website. - The focus of this project is not just on functionality, but also a strong emphasis on visual representation. - Hosting and domain setup will be provided on my end. - Color scheme is flexible and will be discussed further upon project initiation. Ideal freelancer should possess these skills: - Solid experience in web design, pa...
The selected candidate should possess in-depth knowledge about database development and management, and a profound understanding of GST and loan processing. Skills and Experience: - Proven experience in database development - Proficient in integrating the database - Excellent at manual data entry - Capability to import data from CSV files
