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    1,621 crm excel jobs found, pricing in USD

    ...Property Manager and have leads coming from several different providers each with a different format of the information. These leads and information will be used to update a CRM (Mautic) and allow for easy contact and tracking of leads. I need a python email parser script that will do the following: Connect to my gmail account locate emails based on

    $164 (Avg Bid)
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    ...-Collaboration Software Setup Your role: Estimate tasks, backlog board, project overview board, setting up workflow / filtering of tasks / splitting project in components. ORO CRM CUSTOMIZATION (we have detailed video) We are flexible and we have experience coder who assist the tasks we like to start asap. Please applie and tell us what you can bring

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    Build a CRM that is easy to input and extract data from and easy to expand as business grows. Working in GMT time zone Can this project be built using Excel, suits our present set up.

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    ...contacts that need to be put in a CRM (our program is BPA). Most of these contacts have already been put into an excel spreadsheet. We need someone to reorganize this spreadsheet so that our CRM can properly import the data. You will be working with our Brand Manager who will be overseeing your work and configuring the CRM. most of your work will be altering

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    ...our customers in order to know our customers better. We have all the installed machine data in our own CRM. However, the current situation is that the data is not maintained very well. As our people can only update the data on PC end for our CRM. But for our sales people, it’s surely difficult to sit in front of a computer all the time. That’s why

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    CRM Filter, Import, Sort and Delete any duplicates data. I am looking for help to combine 51 separate Excel lead list files with allot of data in to one (1) single large excel lead list file. You simply need to copy past, filter, delete any duplicates etc. Make it nice clean and easy to understand. The 51 files will be provided to the chosen candidate

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    I need someone to clean some data up into a format that...someone to clean some data up into a format that can be used to pull data into my CRM, it's basically pretty simple just needs someone to spend about an hour. It's around 300 records in total that need to be put into 3 sheets, sample photos of the sheet to pull info and the excel file attached

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    CRM pointers which are important to have a smoothly analyze customer's data and agent performance. Just want to add two more points. 1. There should be separate interface for technical team and quality as one can clearly see the number of opened cases/pending resolution cases, reopened cases, Escalated cases to senior technicians for further followups

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    ...Business/Personal email address 6. Phone number 7. Founders/owners linkedin URL 8. Outreach attempt 9. Date of contact 10. Notes 11. URL to website Once approved in Excel you need to add them to our CRM I need someone familiar with email scrapping and email finding/extraction software to do this effectively. I'm looking for a FLAT price per 2000 leads. Industries

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    ...Fluent in English, speaking and writing What you'll bring: • Telemarketing experience/cold calling/appointment setting • Fluent with Microsoft Excel, Word and Outlook and/or Office 365 (Experience with Zoho CRM a PLUS) • Experience selling B2B services • Exceptional professional telephone etiquette • Excellent communication skills, both verbal and wr...

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    ...will include: Client reporting, analytics, and proposals. Vendor Management of online lead generation partners Knowledge of digital marketing (PPL, PPC, Display) important. CRM knowledge (Salesforce, Velocify) Experience with online lead generation purchasing and management. Responding to client requests, updates, questions etc. by email or phone. Assisting

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    Need a CRM - quotation management, you can use ready template if you have or start from scratch. Functions needed: 1. Login for salesman 2. Make quotation included (salesman,customer, product, size, price, as well some other check boxes, comment) easy to add more products. Deal, Waiting, No Deal 3. Possible to upload customers from excel. 4. Proposal

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    ...and transfer documents under tight deadlines into multiple databases including Salesforce CRM. The ideal candidate will have experience in data entry, be familiar with Salesforce, strong attention to detail and excellent follow-through must be proficient in Excel, Word and navigating the internet. If you love organizing and managing data, are ambitious

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    About Hybrid Rentals We are a small car rental business based in Sydney Australia with about 60 vehicles in our fleet. We have trialled and used a number of CRM and rental car management systems and none of them do as we require so we are going back to basics for now. What we require: 1. A master input spread sheet that allows us to input a new customer

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    Hello! I have several hundred facebook friends who aren't really friends, but business contact...Facebook doesn't have a simple "export friends list" feature, so I need someone who can go through my list of friends, and enter all their information into an excel sheet that I can import into my CRM. If this is a fit for you, please let me know. Thanks!!

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    ...design experience would also very helpful. It would be ideal if we can determine if this application will also work on Outlook for MAC. I would like to be able to create a full CRM, Document Management capabilities, and a Windows File Explorer functionality within outlook itself, as a net new navigation item (in addition to mail, people, calendar, and tasks)

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    This CRM Database needs to built in Microsoft Excel. It will be a specific application that xbrl data will need to be imported into and converted into a usable format that is easy to understand and easily usable. It will contain name address telephone number, customer number contact names such as managing directors, company directors. web links and

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    ...Microsoft Excel, Compiling information in Microsoft word Internet Research For nearly 5years. Though I just started working here on fiverr . I have done Extensive Research on Different Aspect on Web researches. This are The jobs I can offer you conveniently  I can do the following tasks for you – Compile information in a word, power point, Excel ,CRM, Goog...

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    ...existing and upcoming jobs and then give them quotes and then follow up with them on those quotes. All this must be tracked, task scheduled, and updated in our CRM on a regular basis. We using excel template and quoting software to generate quotes. There will also be some communication with some of our vendors for pricing and materials availability.

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    Hello, I am a travel agent from Hyderabad India. I have an exisiting website tha...that. In addition to building my website, I would like to add a soft database / CRM to this system. We are always actively making itineraries, I want to create a package module, which will allow my staff to customize the itinerary online instead of using word / excel

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    ...history & performance level Back End: Dashboard with information / graphs Appointments / Sales / Employees / Customers statistics & reports (export to pdf, excel) Customer Relationship Management (CRM) Module: customer’s profiles with full historical data and statistics Basic Accounting Reports (issue/reprint invoice, receipts) HR Module with employee

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    I need my Odoo CRM to be able to import my Excel file. All the excel column will be label at the CRM pipeline.

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    ...website addresses should include the "http://www." string as in the previous excel, as if not our CRM does not recognize them as URL 4. And phones should be as well correctly formated including country code to integrate with our call center tool. Data to retrieve (columns on the excel): Company | Address | City | Phone | Website | Emai | Contact name | Contact

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    ...skills and ability to multi-task - Ability to work independently and/or in a team environment - Strong computer, typing and Office (Excel, Word, PowerPoint) skills - Familiarity with Customer Relationship Management (CRM) systems - Hands on experience with office machines (e.g. phones, printers, etc.) - Minimum high school diploma; AA, BS/BA degree

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    ...skills and ability to multi-task - Ability to work independently and/or in a team environment - Strong computer, typing and Office (Excel, Word, PowerPoint) skills - Familiarity with Customer Relationship Management (CRM) systems - Hands on experience with office machines (e.g. phones, printers, etc.) - Minimum high school diploma; AA, BS/BA degree

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    We are looking for someone with a software program that can migrate data from our CRM software onto an excel spreadsheet. We are looking at migrating 10000 files per day. This is an ongoing project with $80 for every 50000 files. Do you have an appropriate software for this project?

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    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

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    I...English Conversations needed. Requirements: Social Networking Experience with Major Social Networks - MS Word, excel, Some photoshop skills are a plus. We use various online tools that need to be learned like SproutSocial, InfusionSoft CRM - Looking for a long term business relationship - What is your best hourly rate to get started right away?

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    ...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 database for e-mail campaigns based on account type. We need to be able

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    I need help with migrating my Excel based database to a CRM software. Important fields per client for my business are: Date, Name, Address, Email ID, Phone number, Country/ Nationality, Order type, Order no., Amount spent. The primary key needs to be Order no. as each time the customer comes to our store, his/her personal details remain same but the

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    We need a VOIP application and a CRM that can work together. We need to be able to upload data from Excel with names, telephone, address, Political Party, [login to view URL] should create a profile of the person so when the volunteers calls the person and they pick up, it counts the time on the call and when they hang up they can select to leave a note, any special

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    I need a product analyst to compare features of some CRM products, including pipelinersales, pipedrive, and prosperworks. And document and compare all features of them in a Excel spreadsheet file.

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    I am looking for someone who is good in web search and data analysis. I need list of companies selling CRM software in any of following method: in premise, on cloud, SaaS, subscription based, open source, any other method (others). Following details needs to be captured for them: 1. Company Name 2. Address 3. City 4. State 5. Country 6. Name of software/service/model

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    I have multiple excel files that need to be consolidated into one google sheet. Then I need this sheet to auto populate data from a CRM and from ship station, on a weekly basis. With this data, I would like to then have a dashboard to summarize / track the data

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    We take data from different different states of country , as per management requirement we export the data of various t...from different different states of country , as per management requirement we export the data of various tools and then end to the higher level. as tools (excel, sql, ms) I have vast hhans on ERP, CRM around experience on 5 years,

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    ...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 BE ABLE TO MAKE CALLS FROM 8:30 -10:30 and/ or 5:30-:7:30 PM EST This

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    ...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 BE ABLE TO MAKE CALLS FROM 8:30 -10:30 and/ or 5:30- 7:30 PM EST Must

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    ...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, 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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    ...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, please do not apply. Have experience with Excel files, Google Sheets and Google Drive Must BE ABLE TO MAKE CALLS FROM

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    ...fast working administrative assistant. Work that needs to be done includes: 1. Entering data into our CRM The sales manager will give you an area where we need to enter contacts, and you'll need to go through and enter all of the agents into our CRM Hubspot. 2. Providing data entry services to our website development team Adding testimonials, news,

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    We exported a PDF into Excel and need the various contact information arranged across cells appropriately so we can do a mass upload into our CRM. About 70 contacts have already been completed but there are about 150 or so more to go. We need the information arranged across the cells appropriately.

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    ...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 TO MAKE CALLS FROM 8:30 -10:30 and/ or 5:30-:7:30 PM EST This project

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    We exported a PDF document into an excel spreadsheet in order to do a mass upload into our CRM software. The data is all in the Excel spreadsheet- it just needs to be copy/pasted and moved into the correct fields so that we can upload it into our CRM correctly.

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    ...been just copied (strong writing skills required). Email must also be set up. Several calculators (currently in excel) will need to be created in a web format. Order forms will be needed as well for software purchases. Contact forms and CRM add ins are expected. Must be mobile accessible. If a template is to be used, it must be modified enough that

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    i just need a website for sport prediction,with different plans member dash board where they can view there games everyday and a crm that can download to excel.

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    i just need a website for sport prediction,with different plans member dash board where they can view there games everyday and a crm that can download to excel.

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    ...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 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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    ...clients is moving from a paper enviroment to a paperless enviroment with a CRM system. This CRM accepts uploads of CSV formatted leads. I have an Microsoft Excel Template (See Attachment) and I need to consolidate all the companies leads into this format. The leads vary from Excel sheets to PDF documents. All the information needs formatting into

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    ...require chat functionality, integration with Facebook/Insta/Pinterest and other social media platforms, Admin, Requests, Resources, Document 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]

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    ...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- 7:30 PM EST This project is currently 20 hrs

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