Best crm for small financial services firm jobs
I am in need of a reliable professional who can assist with carrying out pre-employment vetting for a candidate in Maputo, Mozambique. The ideal person for this job should have experience in corporate background checks and the ability to conduct a thorough vetting process. Key Responsibilities: - Gathering criminal records - Verifying employment history - Conducting education verification - Carrying out a detailed directorship record search. This directorship record search should encompass all past and present directorships for the candidate, providing a comprehensive insight into their professional background. The successful candidate should be able to locate and present this information in a clear and concise manner. Ideal Skills and Experience: - Experience in...
Hey...I need a n order form for my accadamic services offered in my site. Look at the to get the note not the web design...I have that sorted. I need admins and the client side. Payment gateways to integrate are PayPal, google pay and flutter wave.
I'm in need of a graphic designer who can create a corporate-style brochure for my business. The main project will be to design a professional, clean and sleek corporate-style brochure. I'll provide the necessary information about the company's services, vision, and mission statement to be included. Ideal Skills: - Proficiency in graphic design software like Adobe Illustrator, InDesign, or Photoshop. - Experience in corporate branding and brochure design. - Excellent communication skills to ensure the design aligns with the company's objectives. - Ability to work efficiently and meet deadlines.
I am seeking a versat...Functionality: Crucial to the project is a robust search functionality that provides users with relevant results connecting users with service providers depending upon geolocation. - Payment Processing: The application should include a seamless, secure payment processing system. - Service oriented architecture for plug and play type of services. Completely configurable. - Admin login to monitor for successful ,failed orders and transaction , reconciliation and generate reports. - Complete e-commerce site for processing to order. The successful freelancer will possess extensive experience in full stack development, user experience design and payment portal integration. Proficiency in modern design practices is a must. Experience with serv...
I'm seeking an experienced data entry specialist to help with a project involving manual data entry and potentially data cleaning and formatting. Your main responsibilities will be to accurately and e...demonstrated accuracy and speed in your work. - You'll need to be meticulous and detail-oriented to ensure no errors occur in the data transfer. - Experience with data cleaning and formatting is a plus, as we may require these services as well. - As the data is provided physically, you should be comfortable with digitizing and inputting information from hard copies. - Please include your data entry experience and any specific skills related to cleaning and formatting in your application. Looking forward to working with a professional who can deliver high-quality data entr...
I need someone to gather a list of companies and individuals who offer cleaning services for the Bath, UK area. I need; Price per clean, name, email, telephone. This is for a 1 bedroom house. Dates will be random across the year and would need a cleaner with no contract, just a cleaner to call when needed. Need a list making of cleaners and prices for Airbnb turnover clean at Bath, UK.
Do you want to convert any PDF, JPG, PNG, or image files Are you looking for any kind of document conversion or need editing in your documents, You are on the right gig. MY SERVICES: ✅ Data Entry ✅ Web research ✅ Data Conversion ✅ Copy Paste Work ✅ Excel Data Entry ✅ JPEG to Excel or Word ✅ PDF to Excel or Word ✅ Real Estate Data Entry ✅ Language Translator ✅ Microsoft Excel ✅ Microsoft Word ✅ Lead Generation If you still have any questions or want to discuss prices for a custom project, don't hesitate to contact me. WHY ORDER FROM ME?? Fast Delivery, Never Late ✔ Message me if you're unsure or have project-specific questions Thank you
Want to build a specialized CRM system for a motor car dealership. The dealership will use it for customer communications and to personalise customers experience. It will collect/record sales data as well as customer information and serve as a repository of data for salesman to use to be able to upsell to customers, be notified about personal milestones and celebrations as well as track communications and provide notifications. Further information on the project will be sent as a freelancer is chosen. Please read brief and only bid if your amount fits with my budget.
We are looking for a native French person to transcribe a small 3 minutes long Canadian French video in French. We need the transcriptions in both .srt format and word document (you can copy paste from srt). Looking for someone who's experienced in French transcriptions and familiar with .srt subtitle format. New freelancers are welcome. Don't bid if you are not a native French speaker. Budget: 4 CAD fixed Need this to be done within 10 hours max after awarding the project. ***Don't bid if you are not happy with the price and deadline. Thank you!
I am in need of a simple company profile, with the key aim being marketing and promotion. My target audience are civil procurment engineers, hence placing a crucial emphasis on capturing their interest in our products and services. Your. Please merge creativity with a knack for business marketing. The profile should be more than just listing products, it should: - Clearly outline the benefits of our products and services - Illustrate why our prospects should choose us - Include compelling calls to action that will convert prospects into clients. Experience in creating company profiles and a portfolio to present would be highly advantageous.
I'm looking for an experienced business planner to help create a detailed business strategy for my upcoming baby milk infant formula brand in Saudi Arabia. I'm targeting a wide range of age groups, from newborns to toddlers, including specialty formula. Key Elements: - **Market Analysis**: This should outline the current market situation in Saudi Arabia, including competitors, market size, and trends. - **Financial Projections**: The business plan should include detailed financial projections over the next 3 years. This will be crucial for securing investments and planning our growth. - **Marketing Strategy**: I need a comprehensive marketing plan that will help us effectively reach our target audience in Saudi Arabia. - **Pricing Structure Str...
...critical for the success of our subsequent modeling efforts. The challenge lies in acquiring as much relevant data as possible for accurate predictions. Project Scope: 1. Preparation Stage: The freelancer will be responsible for identifying and researching all available sources of space debris data, both free and paid. This includes a comprehensive evaluation of data providers to ensure the data's relevance and quality. The output at this stage will be an Excel table summarizing the research, which will include provider names, links to data or registration, pricing (if it is a paid source), additional requirements from the provider, and descriptions of the data. We anticipate identifying up to 10 data providers. 2. Evaluation and Registration: We will evalua...
I'm se...an exam invigilator assist for an on-site exam in La Ceiba. We provide test administration services to test-takers worldwide. For this purpose, we look for professionals who we contact on an "as-needed" basis work at professional centers administering certifications. We provide complete training and assignments pay hourly for the entire scheduled time, even if the exam ends early. We have an assignment coming up where a test taker has been approved to have the exam read outloud to them. For this assignment, you are required to be present on-site, and read the exam content aloud to the test taker. The exam is taking place at a professional testing center in Ceiba, Costa Rica. Date: Wednesday, 24 April, 2024 Time: 7:30 a...
I am looking for a detail-oriented writer to help me create a comprehensive Industrial Experience Report highlighting my internship at Electrical Shelf - an electrical engineering firm. I would like the report to focus on the following aspects: - Electrical system design: This includes designing circuit diagrams, calculating power requirements, and selecting the right components. A good understanding of electrical engineering principles and practices will be required for this. - Switching board assembly: This involves understanding wiring diagrams, troubleshooting electrical faults, and ensuring proper insulation and safety measures. Experience in handling electrical assembly tasks will be beneficial. - Problem-solving techniques: My internship entailed regula...
I'm in need of a creative freelancer with experience in graphic design, specifically with ad creation. I'm looking for a modern and minimalist design for a plumbing ad. The design should be clean, simple and attention-grabbing without being overwhelming. Please find logo attached. Details for the ad as follows: Need a Plumber? Contact Janko for a Free on-site quotation We Service the Pretoria East and Centurion Area Our Services: All Plumbing and Electrical Geysers Pipe Repair Swimming pool solar Blocked Toilets/Drains and Basins Bathroom Renovations Irrigation Services Call Us Today! Janko 082 322 6346 / 082 455 1964
I'm looking for a skilled developer to create a simple SaaS tool specifically targeted at small business owners. The primary goal of this tool is to provide real-time cash flow updates to the users. Key Functionalities: - Real-time Cash Flow Updates: The tool should be able to provide real-time monitoring and reporting of cash flow changes. User Data Input: - Integrating with Accounting Software: The tool should allow users to input their financial data by directly integrating with their existing accounting software like quickbooks. Ideal Skills: - Proficiency in SaaS tool development using a no code tool flutterflow - Experience with real-time data processing - Previous work on financial reporting tools - Familiarity with integrating systems with acc...
...in need of a talented individual who can create engaging, lively, and fun cartoon style animations for children's content on YouTube. Job Specifications: - The animations should adhere to a cartoon style. - Each video will typically run for less than 5 minutes. - I will be responsible for providing the stories, therefore no voice-over services are needed on your part. Skills & Experience: - Proficiency in 2D cartoon animation. - Experience in creating content for children. - Ability to stick to tight deadlines without compromising on quality. - Excellent communication skills to understand animation preferences and make necessary changes when required. This is a fantastic opportunity for an animator looking to showcase their abil...
Project Background: We envision an innovative platform designed to transform how organizations, including startups, nonprofits, researchers, and small businesses, search for and apply for grants and funding. By leveraging advanced AI technologies and a user-friendly interface, aims to simplify and enhance the funding acquisition process. Objective: The primary objective of this project is to develop the Minimum Viable Product (MVP) for using the Bubble platform, incorporating the capabilities of the Perfect AI Software Template. This MVP will validate the concept by offering essential functionalities such as AI-driven funding opportunity matching, interactive user profiling through an intelligent quiz, and efficient application assistance. Scope of Work: The...
I'm seeking a talented designer who can create a pouch for my small hardware products, specifically screws and nuts. The pouch should not only serve the functional need of holding the product but should also tell the story of our brand. Requirements include: - Incorporating brand identity, mission, etc. into design - Creating a design suitable for small items (screws, nuts) - Maximizing the pouch's storytelling potential without compromising usability Ideal candidates would have prior experience in packaging design, particularly for small hardware or similar products, and a clear understanding of how to communicate brand values visually. Familiarity with different materials and their costs is also helpful, as the design should be econ...
I need an entry-level appointment setter to help with my financial services. The main tasks will be: - Interacting through Linkedin - Targeting clients within the financial services industry I require an individual that is: - Able to communicate effectively - Proficient in email and online chat via LinkedIn - Detail-oriented and able to maintain proper documentation - Enthusiastic and eager to learn Please provide examples of work in this field and success
We are seeking a skilled freelancer to update our existing website to WordPress. The website is for a dental clinic, and we aim to maintain its current colour schemes and content while giving it a modern look and feel. Deliverables include a fully functional WordPress website with a drag and drop page builder (preferably ZION builder), maintaining the existing colour schemes and content, featuring a modern design for a dental clinic and integrating a third party booking module. Creating and designing the Home, Services, Staff, Contact Us, and Payment Options pages, populating content for these pages, and ensuring the website is fully responsive and optimized for performance and SEO.
I need a digital marketing agency to implement Google Ad campaigns for my taxi business. The strategy should specifically aim to generate confirmed daily leads from our varied target audience which includes local residents, tourists, and even business professionals. Our marketing campaigns should emphasize on the diverse range of services we offer, particularly long-distance travel, one-way and two-way trips, as well as tours. Ideal applicants should have extensive experience in creating effective Google Ad campaigns, an understanding of the transportation sector, and a proven ability to target diverse audience groups. My website:
I'm seeking a skilled professional to manage a Facebook Ads campaign designed for lead generation in the wedding filmmaking industry. Business - B2B Wedding film editing firm Target audience - Wedding filmmakers Target country - USA, Canada etc.. Key Responsibilities: - Your primary focus will be to generate high-quality leads for my wedding film editing business. - You will be responsible for creating and optimizing ad creatives that are targeted specifically towards individuals in the 20-50 age group. only for wedding filmmakers around the globe. Skills/Experience Required: - Proven experience in successful lead generation campaigns on Facebook, particularly within the Wedding sector. - An in-depth understanding of Facebook Ads Manager and th...
...important financial information that needs to be accurately translated for business purposes. Project Details: Document Length: The balance sheet consists of 38 pages. Deadline: The translation must be completed by next week, asap. Expertise Required: I prefer a translator who has experience in financial or business translation, particularly with balance sheets. Technical Terminology: The balance sheet may contain technical financial terminology, so familiarity with such terminology is essential. Requirements: Experience: Please provide evidence of past translation work, particularly in the financial or business sector. Accuracy: The translated document must accurately convey the meaning and details of the original Italian balance sheet. Confidenti...
...create a dynamic dashboard that tracks and compares planned project dates versus actual dates. The objective is to offer a detailed analysis of project progress, identify potential delays, and assess overall performance. • The ideal candidate should have solid PowerBI experience and a deep understanding of project management metrics. • A clear understanding of analyzing sales, customer, and financial data is needed. • Knowledge of trends and forecasting based on historical data would be advantageous. • The dashboard should be capable of refreshing and updating on a weekly basis to track the ongoing progress. The aim is not just to create a dashboard but to provide a tool that enhances our decision-making process based on quantifiable data. PowerBI experts ...
...Styling Stations: Allocate enough space for our hair stylists to perform their magic and create functional stations. 2. Nail Services Space: Design an inviting area for nail services that continues the salon's modern theme. 3. Makeup Application Station: Incorporate a makeup area that is as functional as it is visually appealing. 4. Manicure/Pedicure Area: An accessible and comfortable space for manicure and pedicure services is essential. For the reception area, the following elements are necessary: 1. Waiting Area: This area should be comfortable and provide clients with a positive first impression of the salon. 2. Reception Desk: The heart of the salon, this area must be functional and contribute to the modern aesthetic of the ...
I'm seeking an experienced marketer to promote the "Muzz of the Goods" brand, although the exact nature of the product or service isn't specified. It will entail increasing visibility, sales, or launching a new product/service in line with the unspe...launching a new product/service in line with the unspecified objectives. Expectations: - Freelancers should have a track record in marketing and promotions. - Applications should include relevant past works, experience, and a detailed project proposal. - Ability to adapt strategies based on the nature of the goods or services. - Proven ability to increase sales, improve brand visibility, or support launching a new product/service. An understanding or quick grasp of the goods or services 'Muzz of the...
As a health-oriented individual planning to expand into the plant-based nutrition space, I'm seeking an experienced nutritionist with a deep understanding of plant-based nutrition to collaborate on product development. Services required include: - Plant-Based Nutritional Expertise: Guiding the formulation of a new plant-derived nutritional product that is both healthy and appealing. - Research and Analysis: Keeping updated with the latest research in plant-based nutrition to ensure the product stays current and effective. Ideally, the freelancer should possess extensive experience in plant-based nutrition, product development, and an analytical mindset with a focus on nutritional science. A strong background in similar product creation is much appreciated. Goal is to formula...
I'm seeking a skilled HubSpot professional to provide me with training. Alth...Although I'm a beginner, I'm eager to get up to speed on Marketing and Sales Hubs. My primary goals for using HubSpot are to enhance our lead generation, customer relationship management, and sales pipeline management. Key Requirements: - Strong experience with HubSpot, specifically Marketing and Sales Hubs. - Prior training experience, especially with beginners. - Ability to tailor the training to my goals. Your responsibility will be to provide clear, engaging, and actionable instruction to help me utilize Hubspot effectively. You should be patient, good at explaining complex concepts simply, and able to adapt to my pace and learning style. A background in marketing automation and ...
...provide a range of content creation and editing services for my Youtube videos. Key Responsibilities: - Subtitles: The primary task involves writing engaging and accurate subtitles for my videos, ensuring they're in sync with the audio and properly formatted. - Written Content: I need support in creating written content that will support my videos. This could be in the form of descriptions, blogs or other text related to the videos. - Graphics: I'm looking to add graphic elements to my videos to enhance visual appeal and reinforce key points. - Video Editing: I would appreciate help in editing my videos in a way that is in tune with the tone and message of the content. Ideal Candidate: - Must have prior experience in creating subtitles, preferably fo...
I need a detail-oriented professional to help with my bookkeeping and prepare financial statements using Excel. Key Responsibilities: - Regularly update my Excel spreadsheets with day-to-day transactions - Prepare monthly financial statements for my business Ideal Skills & Experience: - Strong Excel skills, including advanced functions and formulas - Experience in bookkeeping and financial statement preparation - Attention to detail and a good understanding of accounting principles Please note: - The role is likely to require around 10 hours of work per month - I may consider transitioning to a more robust accounting software in the future, so experience with QuickBooks or Xero would be a plus.
I'm a Senior Sales Operations Analyst at a top online advertising campaign management firm and I urgently require a professional skilled in Tableau. Your task will be to create a comprehensive dashboard that assists me in analyzing and strategizing our sales operations. Key Deliverables: - Present crucial data points including daily ad impressions and conversion rates. - Display key performance indicators such as Click-through rate (CTR), Cost per acquisition (CPA), and Return on ad spend (ROAS). - Use different visualization formats like line charts, bar charts, and pie charts to represent the information. Ideal Skills: - Proficiency in Tableau - Strong analytical skills - Experience in developing dashboards with extensive understanding of marketing and sales KPIs. Please ...
We are looking for a native French person to transcribe a small 3 minutes long Canadian French video in French. We need the transcriptions in both .srt format and word document (you can copy paste from srt). Looking for someone who's experienced in French transcriptions and familiar with .srt subtitle format. New freelancers are welcome. Don't bid if you are not a native French speaker. Budget: 4 CAD fixed Need this to be done within 10 hours max after awarding the project. ***Don't bid if you are not happy with the price and deadline. Thank you!
...e-commerce company. As a startup, we have a small, yet friendly staff with a friendly imprint. We also value employee well-being because our employees are our most valuable assets. If you're someone who enjoys playing games, you shouldn't be a manager. If you simply want to make your work better, then go ahead and take a break. Our work day schedule: According to Sayloran (Kerja sambil Sayloran, Santai, malas tapi cerdas) Irandra Florist currently holds a job with the following position: • Web coder • Graphic designer Job Description: Web developer • Create websites and mobile applications • Maintain websites and mobile applications • Understanding and capable of utilizing efficient and effective APIs, as well as integrating third-party serv...
Fingerspot is a well-known Indonesian brand within the Fingerspot Group, which has been successfully serving businesses, entrepreneurs, and schools in Indonesia for 21 years by providing palm vein (Vena Telapak Tangan) sensing machines, as well as web services and sensing software based on desktop, laptop, and internet applications, software for monitoring, remote control access, and software development kits (SDK) that are tailored to meet the needs of Indonesian consumers. At the moment, Fingerspot is looking for programmers with strong programming skills in its various fields.
...am looking for software professionals who are up for a challenging project involving the customization of a powerful platform: Odoo and OpenMRS. The significant duties to embark upon include: - User interface customization: To improve the user experience, I aim to revamp the user interface of the software. - Custom module development: The successful candidate should have the expertise to create custom modules, catering to specific needs that go beyond the standard offerings of the software. - Integration with Bahmni: As an important aspect of this project, the candidate would need to integrate Odoo and OpenMRS with Bahmni. Having previous experience in integration with third-party software would be critical to execute and ensure seamless synchronization. The ideal can...
...need a finance and accounting expert to assist me in streamlining our financial processes and managing our budget. Key Responsibilities: - Streamlining Financial Processes: I'm looking for someone who can review our current processes and suggest improvements. You should have experience in implementing efficient financial workflows. - Analyzing Financial Data: You'll be responsible for analyzing our financial data, looking for trends, discrepancies, or areas of improvement. Being able to provide recommendations based on this analysis is essential. - Creating Accurate Financial Reports: You'll be expected to prepare financial statements and reports that are accurate and easy to understand, helping me mak...
I'm looking for a professional interior decorator with excellent tastes to furnish my small-sized apartment. The project predominately focuses on the living room and bedroom. The attached pictures belong to the model. With the exact design.
We are seeking a creative mind to design a logo for a law firm. The law firm is a boutique, premium and specialised law firm in Australia. The business name is called "MLH LAWYERS". The company practices commercial business law and litigation cases. The logo should feel contemporary, conservative and should emit an aura of prestige, professionalism and trustworthiness. As a modern law firm, the company is looking for a modern logo that is minimalist yet impactful. Please note that we do not like old-school, loud, or traditional-type logos. A minimalist, stylish logo is all we need. The logo can look any colour, if it meets the above specs. Your creativity input will be needed. The logo should be usable and adaptable for ...
...spearhead a campaign intended to drive significant traffic towards my website, specifically for a time-sensitive special offer. The goal is to attract and entice an audience within the age bracket of 35-49 and 50+. Key Responsibilities: - Develop and execute YouTube marketing strategies - Improve visibility and click-through rates - Generate website traffic Ideal Freelancer: - Proven experience in YouTube marketing - Understanding of SEO for video rankings - Ability to target and engage the specific age demographic 35-49 and 50+ - Experience in driving website traffic and promoting product sales. Your role is critical in promoting my website, which primarily serves to sell products and services. YouTube campaign to solicit potential developer/buy...
...more leads, Covert Ideal Candidate:has substantial experience with SaaS website marketing. Our website services are primarily targeted at lawyers and chambers that need a video call consultation appointment system, also known as telelegal and on-demand telelegal services, for individuals seeking legal advice and small businesses needing legal assistance. Hence, an understanding of how to design these features to cater to this specific audience would be beneficial. Our website services are primarily targeted at Lawyers, Chambers who needs Video call Consultancy Appointment System which is Known as Telelegal and On-demand Telelegal Service for individuals seeking legal advice and small businesses needing legal assistance. Hence, an...
...Business: We are a consulting firm specializing in accessibility services, ensuring compliance with accessibility standards and enhancing inclusivity for Disability communities across Canada. As an initial check of attention to detail, please include the answer to this question in your application: What is 4 x 45? Job Overview: We are seeking a highly motivated and detail-oriented Accessibility Services Procurement Specialist to identify and engage with vendors and disability service companies that offer or require American Sign Language translation services. This role involves researching British Columbia and Federal Government procurement lists, as well as other relevant platforms, to gather contact information and assess potential partners for...
I'm in need of a professio...skilled in both portrait and product photography. The project involves creating high-quality, marketable photos for various purposes: - E-commerce: The main goal is to create compelling product images that drive sales. - Social media: Engaging portraits that can be used across different social media platforms. - Print marketing: Images that will be used in print materials for marketing purposes. The ideal candidate should have experience in both portrait and product photography, have the ability to create visually appealing images that perfectly align with the different use cases of e-commerce, social media, and print marketing. I will require roughly 10-20 final edited photos for each type of photography. So, attention to detail and...
...Enterprises" I am currently looking for an experienced graphic designer who can create a strikingly bold yet professional logo for my financial firm. With no specific design ideas in mind, I am completely open and eager to collaborate on unique concepts that will capture the essence of the brand. Ideal Designer: - Proven graphic design experience, particularly in logo development - Creativity and strong portfolio in design - Excellent communication and interpretation skills Style: - The style should be professional and bold. I seek to balance modern elegance with a commanding presence in the market. Color Palette: - The primary colors for the logo should be blue and black. A good understanding of color theory and the ability to provide sugges...
...advanced Django application with a professional webdesign. I hope that we can build the trust to continue this collaboration for a very long time, as I hope to grow this business rapidly. Freelancer.ph forces me to provide information about the fee, but note that fees are negotiable. Also note that this is a fairly big project, meaning that you will be able to spend many hours on this project. The application enables website visitors to submit a quotation request to this platform, after which the platform allows registered service providers to reply to this request by uploading a quotation. The application supports numerous “topics”, such as fiscal services, legal services, accountancy, etc., where each topic requires different fields in the form that ...
I'm in need of an expert who can develop a risk assessment model for Cmbs SASB. The main goal of this project is to identify and analyze risks associated with my investments. Key Project Details: - The primary focus will be creating a risk model for Cmbs SASB. - I will provide third-party analytics data which you will need to integrate into the model. - The development and implementation of this model will be done using Excel. Ideal Candidate: - Prior experience in financial risk assessment, ideally involving Cmbs SASB. - Proficiency in Excel is a must, as this will be the main tool for developing the model. Please provide any relevant past work or experience that you think aligns well with this project. We can discuss further details and ex...
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