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Research software CRM options suitable for business and relationship management for a small consulting firm

$30-250 AUD

Closed
Posted 5 months ago

$30-250 AUD

Paid on delivery
I am looking for a freelancer to help me research and find a CRM software that is suitable for me personally working as a partner of a consulting business. The ideal candidate should have experience in conducting market research and be familiar with CRM software options. Specific features that I am looking for in the CRM software include: Must have: - Sales and lead management capabilities - Contact management functionalities - Task tracking, including tasks linked to leads and live projects - Must understand that companies, leads, tasks and people are separate entities but related to each other in particular ways. E.g., leads are connected to clients, leads are connected to companies, tasks can be connected to companies or people - Ability to manually import and export contacts, leads and tasks - Ability to programatically read contacts, leads and tasks through an API Optional features: - In-built analytics on relationships, companies, etc. I prefer a cloud-based solution for the CRM software. It should be accessible online. My estimated budget for the CRM software is less than $500. I am open to suggestions and recommendations based on the budget and specific requirements. I currently use Jira for task tracking and Atlas CRM to help with opportunity tracking but am wondering if there is a better solution. I currently use Microsoft Outlook for email and calendar management. However, the solution cannot require software integration into Outlook/MS Exchange due to security constraints. The freelancer should provide a report or summary of the research findings, including a comparison of different CRM software options, their features, and pricing. The report should also include recommendations on the most suitable CRM software for me and this application with reasons. Ideal Skills and Experience: - Market research - Familiarity with CRM software options - Strong analytical and decision-making skills - Excellent written communication skills to provide a clear and concise report. Preferable Skills and Experience: - Familiarity with consulting business development and consulting business development process (including relationships)
Project ID: 37538377

About the project

18 proposals
Remote project
Active 3 mos ago

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18 freelancers are bidding on average $127 AUD for this job
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Hi there! My name is Subhasis and I specialize in software research and market research. I understand you're looking for research report on software CRM options suitable for business and relationship management for a small consulting firm. I believe I am the perfect fit for this project because of my expertise in these areas as well as my ability to create informative research result. I would be more than happy to discuss further how my skillset can benefit you on your research project. I am confident that I will be able to find a CRM software that is suitable for your personally working as a partner of a consulting business. I will provide you report with recommendations on the most suitable CRM software. Please let me know if you'd like to discuss further or need any additional information. For reference here I am giving my portfolio and past projects link, please have a look: https://www.freelancer.com/u/smtechnology Thank you!
$150 AUD in 4 days
4.7 (43 reviews)
5.8
5.8
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Hi! We are a professional business solutions firm having seven years long experience serving clients across the globe. We provide high-level Management Consulting, Business Management, Business Development, Business Analytics, Business Consulting, Business Strategy, Business Requirement Documentation, Business Writing, Financial Analysis, Financial Modelling, and Accounting services. We serve businesses with core competencies in these areas while focussing on the latest business trends. Let's discuss the scope of your project to Move Further. Regards McKenzie Business Solutions Lahore, Pakistan
$125 AUD in 7 days
4.8 (18 reviews)
5.2
5.2
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Hello there! My name is Sunanda and I am a professional writer by profession and passion. I have over 7 years of experience in creative writing, which gives me the necessary skills to help you with your project. My deep knowledge of business development and consulting business development process (including relationships) makes me an ideal candidate for this job. I understand that you are looking for a freelancer to help you research and find a CRM software that is suitable for your business needs. Specifically, I would like to discuss with you the features required in the software such as sales and lead management capabilities, contact management functionalities, task tracking including tasks linked to leads and live projects, etc.
$100 AUD in 4 days
4.7 (13 reviews)
5.4
5.4
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Hello there! My name is Lalit Kumar and I am an experienced freelancer with extensive knowledge in the field of software CRM. I understand that you are looking for someone to help you research and find a suitable CRM software for your business and personal use. Specifically, you are looking for a freelancer who can provide sales and lead management capabilities, contact management functionalities, task tracking features such as tasks linked to leads and live projects, as well as ability to manually import and export contacts, leads and tasks programatically through an API. I believe I am the perfect person for this job! With my extensive experience in market research and CRM software options, I am confident that I can provide the best solution for your needs. Plus, I have experience in conducting market research as well as understanding how important it is to take into account specific features when selecting a particular solution.
$150 AUD in 5 days
4.7 (23 reviews)
5.3
5.3
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Hi, I have an M.B.A in Business and Finance form Harvard University, and more than 10 years of experience as a business consultant, I have helped clients take off their business and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. Here is what I can write for you in your business plan. 1. Executive summary 2. Opportunity in your field 3. Products and services 4. Execution of your plan 5. Marketing strategies 6. Competitor Analysis 7. Financial plan I will provide you with a financial plan that includes how you'll finance your business, costing and financial projections. It will be a well-planned and well-researched business plan with the financials of up to 5 years. Let's chat to discuss your business. Thank you.
$30 AUD in 1 day
4.9 (7 reviews)
3.7
3.7
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Hi, I've worked with various CRMs & xRMs and have good knowledge in cloud solutions and playing consulting role for the past 11 years with various startups and Small & Medium Businesses crm setup process. Feel free to ping for detailed discussion. Regards Siva
$250 AUD in 5 days
5.0 (1 review)
0.8
0.8
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I am extensive experience in creating user-centric applications and solutions. CRM, Software Architecture and Business Analysis - Proficiency in front-end technologies such as HTML, CSS, and JavaScript - Strong knowledge of back-end technologies including Java, Ruby, and Python - Experience with popular frameworks like React, AngularJS, and Node.js - Familiarity with database technologies such as MongoDB, Oracle, and MySQL. Successfully designed and delivered numerous web applications, ensuring optimal functionality, quality, and reliability. Collaborated closely with cross-functional teams to develop and implement full-stack solutions . Ability to adapt to new technologies and stay updated with the latest developments in web application technology. Experience working in agile development environments, ensuring efficient project management and timely delivery. I am confident that my technical knowledge, problem-solving abilities, and dedication to delivering high-quality solutions make me a strong fit for the Full Stack Developer role at your company. I look forward to the opportunity to discuss how my qualifications align with your requirements in more detail.
$155 AUD in 4 days
0.0 (0 reviews)
0.0
0.0
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Hello, I'm Larry, and I'm pleased to meet you! I am glad to give my bid proposal after carefully reviewing the details of your project. I am convinced that my expertise in SQL, Azure, Laravel, C languages PHP, Python, WordPress, Shopify, and iOS and Android app and web development will not only meet your needs but also improve the overall quality of your project. I promise you that I am well-prepared to manage this assignment with expertise and steadfast attention to ensure a timely and polished output. My objective in our partnership is to accurately connect my work with your goals, ensuring that the end result not only meets but surpasses your expectations. Your pleasure is my top priority. I am optimistic that my approach will not only meet your expectations but also leave a lasting impression. Thank you for considering my bid, and I am excited to get on this journey with you.
$100 AUD in 2 days
0.0 (0 reviews)
0.0
0.0
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Hello there! I can help you find CRM software that is suitable for you personally, working as a partner of a consulting business. I am well versed in conducting market research and am familiar with CRM software options. My skills and expertise include the following: Implementation, migration, integration, customization, etc. Managing sales, customer service, marketing, field service, and project service automation consulting, customization, and custom add-ons. data migration and integration services. On-prem to online conversion, portal development Let's schedule a deeper discussion about your project requirements. Feel free to share a convenient time slot. I look forward to potentially teaming up on this exciting project! Best regards, Imtiyaz
$250 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello there! My name is Raju and I work at GlobalGeek Infotech. I understand that you are looking for a freelancer to help you research and find a suitable CRM software that is suitable for your business. Specifically, you are looking for a software solution with sales and lead management capabilities, contact management functionalities, task tracking including tasks linked to leads and live projects, ability to manually import and export contacts, leads and tasks programatically through an API. I believe my skillset makes me the ideal candidate for this project. With over 10 years of market research experience combined with a deep understanding of CRM software options, I am confident that I can provide the necessary knowledge to provide you with the best solutions for your business needs. Additionally, my company specializes in developing CRM software solutions tailored precisely to the unique requirements of our clients. This makes me well-equipped to tackle this project with consideration of your budget and specific requirements.
$140 AUD in 24 days
0.0 (0 reviews)
0.0
0.0
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Greetings, I am a Business Analyst with a proven track record of analyzing business processes, identifying areas for improvement, and implementing effective solutions. I have extensive experience in conducting market research and understanding the intricacies of CRM software options. I will conduct thorough research, comparing different CRM software options that align with your specific requirements. The report will include detailed insights into features, pricing, and suitability for your consulting business. I understand that you are looking for someone to help you research and find a CRM software that is suitable for your business needs. Specifically, you are looking for a freelancer to help you find a cloud-based solution that is accessible online. Additionally, your budget for the project is less than $500, so I would be willing to take into consideration any suggestions or recommendations based on this amount. With my expertise in business development and consulting, I am confident that I can provide the best solution for your needs. Please let me know if you would like to discuss further or need any additional information about my services. Thanks.
$110 AUD in 5 days
0.0 (0 reviews)
0.0
0.0

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Flag of AUSTRALIA
Sydney, Australia
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Member since Dec 12, 2023

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