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    2,793 access crm jobs found, pricing in USD

    Website CRM creation for commercial real estate services • Client management - ability to add/edit customers and group them in categories • Property management - ability to add/edit properties, add photos, add documents and browse documents history, search through properties and create landing pages of properties. Ability to generate PDF flyer for

    $733 (Avg Bid)
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    20 bids

    Design and develop CRM system with below modules Types of Users: Admin Sales Executives Sales Manager / Coordinator Management Admin Modules 1. Login a. Email b. password 2. Forgot password a. Email id b. Mail integration 3. User(add/edit/delete/view) a. Name b. Email c. Date of joining d. Phone e. Address f. Role(admin/sales executive/sales coordinator/manager)

    $413 (Avg Bid)
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    14 bids

    Server based Twain compatible Self erasing database every 24 hours Connection to Google Chromecast and Appl...Twain compatible Self erasing database every 24 hours Connection to Google Chromecast and AppleTV 5 layers of access: Installer, Admin, Manager, Reception, Service Provider Needs to be open for future add ons including payment system and CRM

    $875 (Avg Bid)
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    25 bids

    Dear Candidate, We took up the challenge to build inside Unilever Germany a groceries e-commerce startup their huge user base, an existing successful CRM project and their relationship network within the Food Vertical. We count on C-level support within Unilever, providing a high visibility but also high expectations. The project is hugely ambitious

    $30 / hr (Avg Bid)
    Local
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    18 bids

    We are ITO and BPO company who want to ...close sales in San Francisco/Silicon Valley area. We will work to get appointments so the freelancer needs to go to the business appointments to close sales. We will give access to CRM software and pay per appointment done and sales commission for each sale done. We need 100% english and tech sales experience.

    $15 - $25 / hr
    $15 - $25 / hr
    0 bids

    Need to make forms on MS Access for CRM database for our sales personals to enter customer details, leads & prospects, current status, follow ups, win/loss status etc to make and complete the sales pipeline. Attached reference document for . Please refer attachment.

    $180 (Avg Bid)
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    ...using the system for some time. We have collected some new business names, contacts and e-mail address that we want to upload into our current Zoho account. You will be given access to our Zoho business account. 1) Upload 6 new Data Bases from Excel into Zoho accounts system. 2) Merge any duplicate accounts 3) Merge any duplicate contacts Set up the

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    Repost- My last post was not clear enough. We need a CRM built either custom or using a SAAS, it doesn't matter to us as long as it works. It is a patient management tool, I have attached an example of a report from QuickBase with the filters we are looking for. We need the system have access permission for different levels, be as automated as possible

    $1188 (Avg Bid)
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    We require development of an online CRM, including: - web lead to DB capture, - data import function, - crm & email template add/edit - contact record history log - lead to potential to sale conversion - role user access - email & web lead reply automation - Skype integration

    $612 (Avg Bid)
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    Hello, For a project based on the Dynamics 365 CRM (latest version, online), I can't get a feature working. I have some of these new fields, multi-select picklist, but if I try to update the field it set the value to NULL. I can provide: - access to a CRM Trial, - FTP access - Actual PHP and SOAP code Thanks

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    ...compatible etc the standard features as well. PLEASE LOOK AT THE SITE BEFORE OFFERING A PRICE. PLEASE DO NOT STEAL THEIR WORK. -Each photographer will join at a $ /month. They get access, find models, enter contests, get fan votes and advertise modeling events for models and photographers.. -Models can join at $ / month. They get to use this as an online portfolio

    $640 (Avg Bid)
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    66 bids

    ...compatible etc the standard features as well. PLEASE LOOK AT THE SITE BEFORE OFFERING A PRICE. PLEASE DO NOT STEAL THEIR WORK. -Each photographer will join at a $ /month. They get access, find models, enter contests, get fan votes and advertise modeling events for models and photographers.. -Models can join at $ / month. They get to use this as an online portfolio

    $528 (Avg Bid)
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    39 bids

    1. Create a Search for the Comms Table - Notes field. 2. Add a "Current Step" field to the Comms table. *Notes: This field should be a lookup to a Current Step table (doesn't exist), or a filtered lookup list from the current Parameters Table. The "Current Step" list will be up to 10 entries long. 3. On the Print Postcard Search update to search by Due Date AND Current ...

    $121 (Avg Bid)
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    We are looking for someone to help us with changing Suite/Sugar CRM Invoice Module Labels & Discount Calculation formula. We are not going to give you access, you will have to provide us the custom code to achieve this.

    $12 / hr (Avg Bid)
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    We plan to develop a custom CRM ( Client management System ) and Project management system ad we need a company that can deliver this project on deadline, with GIT, with weekly updates status. The project is intended to manage all the staff, clients ,projects , secure access, mobile apps ( IOS and ANDROID) , contract generators, invoice generator

    $8971 (Avg Bid)
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    ...brokers. Requirements: Basic knowledge of life insurance/financial services NO EXCEPTIONS MUST be able to speak perfect English with little or no accent Have access to a dialer/VOIP. CRM/ or other means of making calls Outbound calls must display a Florida area code (561 or 954) Have experience with Excel files, Google Sheets and Google Drive Must

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    ...that's it. Requirements: Basic knowledge of life insurance/financial services MUST be able to speak perfect English- no heavy accents please- it won't work Have access to a dialer/VOIP. CRM/ Skype or other means of making calls You are responsible for your dialer/ subscription fees Have experience with Excel files, Google Sheets and Google Drive Must

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    ...appointments/ telemarketing for financial services/insurance/brokerage/ mortgage campaigns MUST be able to speak perfect English- no heavy accents, please. Have access to a dialer/VOIP. CRM/ Skype or other means of making calls using a Florida area code (561 or 954) on your caller ID- we do NOT pay your subscription fees Have experience with Excel files

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    ...Requirements: Must have experience on financial services/insurance/brokerage/ mortgage campaigns MUST be able to speak perfect English- no accents, please. Have access to a dialer/VOIP. CRM/ Skype or other means of making calls You MUST display a Florida area code (561 or 954) on your caller ID- This is mandatory- if you don't know how to do this,

    $6 / hr (Avg Bid)
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    Hi, need perfex Crm Customization Need to create role based user access PDF and invoice customization

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    ...brokers. Requirements: Basic knowledge of life insurance/financial services NO EXCEPTIONS MUST be able to speak perfect English- no heavy accents, please. Have access to a dialer/VOIP. CRM/ Skype or other means of making calls- Be responsible for any dialer/subscription fees Have experience with Excel files, Google Sheets and Google Drive Must BE ABLE

    $5 / hr (Avg Bid)
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    ...experience qualifying prospects for financial services/insurance/brokerage/ mortgage campaigns MUST be able to speak perfect English- no heavy accents, please. Have access to a dialer/VOIP. CRM/ Skype or other means of making calls using a Florida area code on your caller ID- we do NOT pay your subscription fees Have experience with Excel files, Google

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    we want to have a communication CRM assisting our producers, distributors and retailers to promote and communicate with each other first stage is to build a story book it is separate to the b2beach cpa has access to their own CRM same as Dashboard they are identified by their username and password as they sign in the search will be by country, region/state

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    ...Management, email integration and CRM functionalities. Typical website was a rather simple project, which included: front-end and back-end including mobile version. Similar website to [login to view URL] (ideal), [login to view URL] or ttps://[login to view URL] . The website must be straightforward access to both our client (property owners)

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    ...industry’s leading online distribution platform; The Booking Button, a wholly-branded booking engine for direct bookings via the web, mobile or social; we can consider and access Canvas, the intelligent website creator for independent hoteliers within SiteMinder if not incompatible with WordPress and ownership needs; Prophet, the real-time market intelligence

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    ...Requirements: Basic knowledge of life insurance/financial services NO EXCEPTIONS MUST be able to speak perfect English- no heavy accents please- it won't work Have access to a dialer/VOIP. CRM/ Skype or other means of making calls Have experience with Excel files, Google Sheets and Google Drive Must BE ABLE TO MAKE CALLS FROM 8:30 -10:30 and/ or 5:30-

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    Hello, we have zoho crm account, and what we need is to add Approval process whenever any of our sales team change the lead status. Currently we have a process for one of the status but not all of them. We need to fix this remotely, so i will provide you with an access to my pc and have to fix it remotely.

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    ...Management, email integration and CRM functionalities. Typical website was a rather simple project, which included: front-end and back-end including mobile version. Similar website to [login to view URL] (ideal), [login to view URL] or ttps://[login to view URL] . The website must be straightforward access to both our client (property owners)

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    ...Requirements: Basic knowledge of life insurance/financial services NO EXCEPTIONS MUST be able to speak perfect English- no heavy accents please- it won't work Have access to a dialer/VOIP. CRM/ Skype or other means of making calls Have experience with Excel files, Google Sheets and Google Drive Must BE ABLE TO MAKE CALLS FROM 8:30 -10:30 and/ or 5:30-

    $7 / hr (Avg Bid)
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    API INTEGRATION Background: We need to send data from odoo (a CRM software) to a service company. This service company has provided us with their integration manual. Objective: Looking for an experienced developer who can create web services with json and xml. Must have strong skills and expertise with back-end SOAP and RESTful service application

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    ...Features Full Admin Control Panel Map View For Locations Of Associates & Clients Advance CMS & CRM Record Management System For Clients & Partners Backup & Restore Facility Work Records, Bill & Payment History Cloud Hosting Accounts & Taxation Part Global Access Set Ads & Promotions Auto Backup 24*7 Sales Analytics Notification Control From The Back En...

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    ...niche listing for just one team/venue (with a number of events happening all at the same venue). Only one seat map. Needs to integrate with the broker software back end for access to inventory - these are some of the software packages that might offer integration - please check into these and suggest your pick before bidding. SkyBox, Ticket Utils, Ticket

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    ...retirement. Requirements: Basic knowledge of life insurance/financial services NO EXCEPTIONS MUST be able to speak perfect English- no heavy accents, please. Have access to a dialer/VOIP. CRM/ Skype or other means of making calls Have experience with Excel files, Google Sheets and Google Drive Must BE ABLE TO MAKE CALLS FROM 8:30 -10:30 and/ or 5:30-:7:30

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    Dear Developers, looking for developers who have knowledge about Project management (Gantt Chart)& CRM developers. Two main subjects I would like make changes over php base opensource CRM&Project Management tool. 1- Currently the system is using open source Gantt View " [login to view URL] " i would like to change it and use another

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    ...possible, I want to be able to monitor and access that wallet in real time (Freelancer will need to research wallets for such functionality) and be notified when wallet activities occur. (2) Brokers will be required to enter transactions into a ledger (like Excel), and I want to be notified and have access to that ledger (like through Dropbox), I’d

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    ...eventually need more. Requirements: Basic knowledge of life insurance terminology is required MUST be able to speak perfect English- no heavy accents, please. Have access to a dialer/VOIP. CRM/ Skype or other means of making calls Have experience with Excel files, Google Sheets and Google Drive Must be able to make calls from 8:30-10:30 AM and/or 5:30-7:30

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    Mortgage Calculator We need a small CRM system with login and user management. There is a login for the admin where he can manage all users. Then there is a login for sales staff. In this area, each sales employee can create a new calculation. To the calculation too He must either select a customer or create a new customer. There are then standard

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    ...every view: one upload to view all sites, another upload to view sites by managers, and so on. Main factor to consider: -We will provide a new SQL table extracted from our CRM system from where the new App will collect the data to populate the Google Maps. -App will be host in our external web server -Table will be update every night and so the maps

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    ...have many more samples with me but needs lot of other stuffs to execute. CRM link : [login to view URL] DGUI link : [login to view URL] INSIGHT ACCESS link : [login to view URL]

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    Looking for an open source crm platform that i am able to custom modify to my own needs. It must look overall just like this perfexcrm as good quality and have all the same features job tickets, internal chat, billing, estimates, graphics, estimates, reminders, credit card payments, lead form builder, task manager, mail chimp, (quickbooks is a plus)

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    Featured
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    ...would highlight any red flags and system glitches that may occur. Also, it is the only interface that possess full access to the other interfaces. The second interface (Owners) will provide the field owners with a weekly sales report and access to the customer database. The third interface (Customers) will display pitch time availabilities in a schedule

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    ...Million $- Phase 2 Location - Priority 1 - Western part of USA (Seattle, Bay area etc) Priority 2 - Rest of USA , UK Priority 3 - Rest of Europe Tech Area - Priority 1 - CRM & Sales, BI & Analytics, Cyber-security, Text/Chatbot, HR Priority 2 - Operations, Vision, IoT,Core AI, IT Priority 3- Healthcare, Autotech, Legal, Commerce, Fintech Output

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    ...WEBSITE to know us. So here in Malaysia , we will do STATIC POSTINGS OR tactical 20 sec video promos to PROMOTE THIS MAIN COMPANY WEBSITE. 1 Responsive website empowered CRM ( pls state your version of wordpress) 2 Theme customization ( Will guide you as have complete brief , sample , logo ready in source file, corporate identity colour , full instructional

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    ...WEBSITE to know us. So here in Malaysia , we will do STATIC POSTINGS OR tactical 20 sec video promos to PROMOTE THIS MAIN COMPANY WEBSITE. 1 Responsive website empowered CRM ( pls state your version of wordpress) 2 Theme customization ( Will guide you as have complete brief , sample , logo ready in source file, corporate identity colour , full instructional

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    I have a very simple, very rough, outline for a CRM. It's a migration from a legacy system and the intention is to replicate existing functionality at first, with the desire increase functionality over time. MS Access is the starting platform for phase one. Once development is complete with P1 migration to a new programming language/system may be

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    NDA
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    I am looking for someone to design a browser-based CRM system with the main function of electronic document upload and management. We are a real estate brokerage and our employees represent buyers/sellers/tenants and landlords in their respective transactions. Over the course of a transaction in real estate, the employee will receive many types of documents

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    ...Master Perks switch: Used to enable/disable perks for entire site. Configurable perks should be % off at rewards store - % reward point bonus. When enabled, every user has access to configured perks. - Auto-collect/ store/ and have the ability to display the following items per user - Username - Real name - Address - Age: calculated from birthday

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    ...below; There's an existing database of customers which are stored in MS SQL. The client wants to access the customer database from Bitrix24 CRM. The customer database has fields such as Name, address, etc. These fields can be created in Bitrix24 CRM but the information is to be pulled from an MS SQL database. Can you do this? best regards, Dabo

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