A simple Task and Project Manager but easy to use. Like [url removed, login to view] but...email conversation. --Modules like: Bank Accounts, Check Notes, Complex and simple Reports with graphs, Property Data Base , Client Progress, Simple CRM, Accounting. Etc. **This can be on excel or google sheets, and that can sync and can be used online, and on smart phones.
I need someone who can generate leads online by using sites like Zillow, Craigslists, FSBO, Public Records etc. and compile the information on a excel spreadsheet. The leads will consists of scraping for homeowners, wholesalers, Realtors, Probate, Inheritance, Cash Buyers etc. Good communication. Be able to make outgoing/cold calls and gathering detail
Build a loan lending CALCULATOR- FOR [url removed, login to view] and CRM. Multi-channel loan application. Stream loan applications into your system from the web, mobile application or from the phone. Feature rich user personal account. Customers can view active and past loans, payment schedule, see and download files, make payments, extend or rollover
...system. We're changing over to another CRM and parts of our contacts are missing. There are about 150 contacts that we'd like for someone to cross-reference in the system and either add or update. It should take less then 6 hours to complete. Ideally we'd like someone that knows how to use Agentbox and Excel. This project should not take more
...team at the click of a button. Get notified as soon as somebody claims the lead. In a single click, export a .CSV file of your lead data, suitable for importing into Excel or your CRM. Structure your weekly team meeting in dashboard view. View recent leads by date of last activity. For every lead, see the claiming agent and the lead's current status
Looking for an API expert who could pull data using API from a CRM system. I would like to convert those APIs so that I could pull them using MS Excel. Someone who would have experience in understanding how EXCEL pulls data and how to use APIs there.
...St Leonard's. The role will include: General personal support. Assisting with putting tenders together. Maintaining a Customer Relationship Management system (CRM). Marketing and customers management activities. Assisting with the preparation of materials and documents. Proofreading and copywriting. Liaising with government
...monitoring & management, delegating work to others on team, project scoping - proposals, invoicing, payment follow-ups, reconciliation of accounts, exporting weekly/ monthly Excel reports from existing tools for accounting purposes, email marketing etc. Job Title: General Virtual Assistant to business owner Type of Position: Part Time (25 hrs per
...provided, sometimes not). File columns - Full Name, Title, Company, Email, Country, Citi, Phone) using any tool. Examples: [url removed, login to view], platforms, Linked IN, Xing - Place data to excel file by adding a Linked IN / Xing URL to each person * Find consulting or my services related members, outsourcing platforms (like an [url removed, login to view], F6S, Upwork or etc.) ...
We need CRM system with Lead Conversion and Inventory Forecast Candidate Requirement: -) min 3 years in developing website using latest version of Laravel or CodeIgniter -) min 3 years in developing responsive layout using bootstrap -) min 2 years in developing CRM system -) Design, Quality and meet the schedule are very important -) Produce
One of the top ten tailors in London is looking to expand its client base contacting decisi...makers through connections on Linkedin and old clients . The successful freelancer will have excellent spoken English, good organisation and an ability to work using CRM systems and Excel. Ideally they will also have had success working with luxury brands.
Product Configurator for Sales Order with the ability to be able to configure a...ability to be able to configure a Quotation/Sales Orders from a set of Dropdown List of Products and Services. The Output would be a Word/PDF File as well as Excel File We also want to store CRM Information on the Customers and have Sales Reports for Pipeline Etc
... It requires a login and password. In there, I will be filling up information from my CRM and uploading a .PDF file. It is a multipage form. I can generate a DB, or an excel file with the information to be filled up in each case (or you can take it from my CRM, which does have an API). After filling up the information (same fields every single
...etc). • Admin Back End - Same as dispatcher but with billing (pay drivers automatically, process refunds to customers in case of mistake, export to excel (csv), etc ... think of it as a fully back end CRM for the entire brain of the app. • Ongoing support for enhancements, bugs, upgrades, etc → you will also be secured a part-time position when the
...contacts defined in Linkedin Sales Navigator which I need to have scraped and converted into an excel spreadsheet with ALL data available e.g. twitter/email/phone etc. Once done email adresses need to be found and checked for accuracy. I am currently setting up a CRM so these might need to be uploaded but we can discuss that in the next step. Please reply
...phone skills, be able to work in our CRM to call owners of real estate to see if owners would be interested in selling or if they would ever consider selling. Applicant must be able to make 200-300 calls per day with our in house calling software (Mojo) auto dialer. Take notes and set follow up schedules inside our CRM. And we train you on exactly what