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    2,636 crm workflow jobs found, pricing in USD

    I would like to explore using sharepoint or office 365 (flow, sharepoint, sites, teams, etc) to streamline our workflow and documentation system. We are a MSP IT company and need to keep computer info organized, usernames and passwords for customers, IP addresses, etc. This is a consulting only job, we are in the exploratory phase and not implementation

    $55 / hr (Avg Bid)
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    20 bids

    ...help us to setup the crm incl. email campaigns and workflow automation. We want to use Zoho, or any other solution on advice. We are selling a subscription service and ar advertising with facebook Lead ads. We need a efficient way to automate conversions. Necessary: Lead Management Dealmanagement followup setup Setting up workflow automation Integrate

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    Want to parse the data to other command in WFA

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    We have a functional requirement to develop a workflow app using zoho creator

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    We already have a 3d model and would like you to create texture for the models. It will be a hard surface models. It is musical instruments. We need a PBR texture, So we can use it in our game. It will be an ongoing project, as we have series of 3d assets need to be created. Please send your portfolio that has game assets that you have created. Good luck and as always, happy bidding!

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    Customer Background: 150 users manufacturer Service Scope: Onsite consulting/deployment necessary, so freelancer in China is necessary Project Management - Project Membership, linking with AD and OA system - Projects Statistic Overview, (amount, delivery time, man power and other statistic) - Project Issue Tracking (service request, project association, task assignment, solution knowledge base)...

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    ...built a hiring and a service work process and reporting using WorkflowFirst software. Using this WorkflowFirst you are able to get customizable forms package, database and workflow management in one simple-to-use interface that can easily setup processes without programming. Please submit your proposal of work for our consideration. Only shortlisted

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    In my business we use a Google Form, including an option to add the date to onboard clients. I want to create a workflow, which brings the Google Form date onto our Group Google Calender - maybe using [login to view URL] - and then also a column in the Google Sheet spreadsheet that works out how many calender weeks ahead the project is from today. I know you

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    I have one mobile app development project, so i need to create the workflow according to the main function, I need only individual developer not the team member or company. It has only 11~12 simple pages and need to work such as draw.io. My max budget for this project is $35 If you want to discuss the budget again, do not apply. My timeline is 2 days

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    I have one mobile app development project, so i need to create the workflow according to the main function, I need only individual developer not the team member or company. My max budget for this project is $30 If you want to discuss the budget again, do not apply. My timeline is 2 days max.

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    We have an existing Stripe integration (US account). We would like you to add these payment options to our account and test the workflow: [login to view URL] [login to view URL] [login to view URL] [login to view URL] Please bid a maximum of $50.

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    We are using vTiger 6.5. Workflow emails has been stopped working. Please bid if you are having expereince to solve it.

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    We have an existing Stripe integration (US account). We would like you to add these payment options to our account and test the workflow: [login to view URL] [login to view URL] [login to view URL] [login to view URL] Please bid a maximum of $50.

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    We have an existing Stripe integration (US account). We would like you to add these payment options to our account and test the workflow: [login to view URL] [login to view URL] [login to view URL] [login to view URL] Please bid a maximum of $50.

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    Fast paced agency has an immediate need for SharpSpring marketing automation and CRM projects. We will require a signed NDA to discuss projects. Email creation, landing page creation, forms, workflow, lead score, personas and more. Must be an excellent communicator, be available for projects during CST business hours and have the ability to turn

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    We have an existinG Stripe integration (US account). We would like you to add these payment options to our account and test the workflow: [login to view URL] [login to view URL] [login to view URL] [login to view URL]

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    Hi, I'm looking for a way to create a unique workflow. I am using Hygger for project management and I want to be able to create tasks to a specific board by using an input from a chatbot for slack created in Flow XO. This is the API documentation - [login to view URL] I am looking for: Help with plotting out the actual methodology

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    I need a programer to build a suite CRM workflow and portal for me

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    Need developer to modify home page design, create form and workflow

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    Hello, I need a simple windows based workflow magment / document approval system that will work for users in the same LAN. For eg - A user assigns a document to get approved to another user and it moves on

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    I am looking for an experienced Zoho CRM expert to setup and configure a new company account and workflow process. The configuration and process includes: Contacts Quote Products Sales order Invoice Signatures Supplier request. IT is important that you have previous experience with Zoho CRM and are able to provide evidence.

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    We want to sell Digital Software products(no downloads)...Payment Gateways 4. Order history & Invoice mgmt 5. Refund and Service Request mgmt 6. Workflow Management (online form , then multiple roles based workflows, dashboards) 7. Webchat for buyers(optional) 8. 5 Social Logins, with contacts import 9. Inbuilt basic CRM integration(some plugins)

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    We want to sell Digital Software products(no downloads)...Payment Gateways 4. Order history & Invoice mgmt 5. Refund and Service Request mgmt 6. Workflow Management (online form , then multiple roles based workflows, dashboards) 7. Webchat for buyers(optional) 8. 5 Social Logins, with contacts import 9. Inbuilt basic CRM integration(some plugins)

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    63 bids

    Need someone who can prepare SRS documentation, workflow, database

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    PROJECT : Read Attached Document this will provide all details Project Budget: $250 Estimated Work: 1-2 Days HISTORY The Charity Bytes platform introduces inventory management, accounting, and reporting capabilities to help food businesses reduce costs of unsold inventory, minimise wastage and maximise both deductions for food donations as well as community engagement . CONDITIONS - * Note 1:...

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    Capital Expenditure Authorization Workflow. This workflow will be built in the existing sharepoint system of the client utilizing sharepoint and Microsoft Flow. Attaching the requirements document with the prototype design of the sharepoint form. Please get back to me with the estimated time and cost.

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    We're using vTiger 7.1.0 CRM and maintain all customer-contracts with assets. our assets have an associated product, an end-date and an amount field like (see picture): yearly-server-maint, 20-02-19, 1 phone-extension,01-04-19,17 Right now, 2 weeks until end-date, vtiger workflow generates reminder email and a manual invoice is generated. Then asset

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    We were new to globiflow a couple months ago and did basic workflows but we ended up with with over 200 workflows in a single APP. Need someone to look at what we have done and help us make the app more efficient along with helping us develop new workflows in other apps. Other projects can include integrations with SQL databases, reporting software, and developing APIs so that we can maximize the ...

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    Featured Urgent NDA
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    I am looking sharepoint expert who is to design my sharepoint website.

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    ...milestone, tasks, sub tasks, sub-sub tasks to Zoho Project 2) Set the start and end date of the project 3) Assign every tasks based on my list I will give you my list of the workflow and all the detail. I need to get this work done this week. Sooner the better. If you want to bid on this project, make sure you're familiar with Zoho project because I don't

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    Need help for making Octoparse workflow to work to pick up specific data from 2 websites, i have everything prepared and easy to explain.

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    i have form and i want to make it automated by using k2 version 5+ more details will be discussed after i got the response

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    Hi, We are looking for someone that can help us build an application to manage the internal and external workflows of the business. In the beginning it will be very simple but we expect that things will get more complex as time goes on. Thanks, Andrew [login to view URL]

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    ...located in a timezone +/- 3 hours from Berlin and you should be able to provide us with code base that you have written for a similar project. *** We need to put together a workflow management solution for our business. Initially we just want to be able to put some data into an SQL database for consumption by other tools but over time more complex requirements

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    Hi, We need to put together a workflow management solution for our business. Initially we just want to be able to put some data into an SQL database for consumption by power BI but over time more complex requirements will arise. We will provide hosting for the application on Kubernetes GKE and will provide a CI/CD system for managing builds. We would

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    The project will be composed of a CRM and an ATS. The product will need to be scalable. CRM: Streamline your sales process with recruitment CRM, which leverages patent-pending relationship tracking technology. Centralize every interaction so that sales can identify new opportunities and close deals faster. 1 contact and company management: list of

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    PROJECT : Read Attached Document this will provide all details HISTORY The Charity Bytes platform introduces inventory management, accounting, and reporting capabilities to help food businesses reduce costs of unsold inventory, minimise wastage and maximise both deductions for food donations as well as community engagement . CONDITIONS - * Note 1: Project Bid and Days said to complete will det...

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    PROJECT: Android & IOS mobile App with a complete backend CRM system. INTRODUCTION: Capital World Discount is a business promotion company, we build brands, attract new customers, increase sales and develop a relationship with loyal customers. We are going to introduce a state-of-the-art digital platform (mobile App android & IOS) to promote our registered

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    Quiz App with 4 elements: • Login Page - Random user name and icon - Single use password (can be changed by admin) - Only selection M/F • Quiz Page - List of multiple choice questions with decision trees - Submit and Continue Button (leads to results page) - Submit and Thank You Button (goes to fixed weblink) • Results Page - Image upload function - Results summary - Ran...

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    ...an expert developer in Dynamics CRM. You have to know Extremely well Dynamics CRM development and its SDK. We have a custom workflow activity in place and it is working great but we need to add a value/attribute to this existent custom workflow activity so it should really be an easy fix if you know the Dynamics CRM SDK. I will contact you only if

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    ...Convert the HTML to Vue.js 2. Make the contents of the workflow builder dynamic, i.e. Be able to drag and drop a component from the right toolbar onto the work and have it dynamically expand the workflow per the design. 3. Be able to save the workflow such that in can be redrawn based on the saved workflow loaded in. This job will require someone with a

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    We are looking for someone to design a modern minimalistic android app. We have done the skeleton mockups for and the workflow which we can send. The app will be a front end to our agents and will connect to our internal system/CRM. Our website is insure.lk.

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    We are looking for someone to design a modern minimalistic and responsive UI for our agent...on mobile devices. The UI will have to be done on the Laravel framework. We have done the skeleton mockups for and the workflow which we can send. The site will be a front end to our agents and will connect to our internal system/CRM. Our website is insure.lk.

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    This task is to parse emails from real estate websites by using a drag and drop workflow automation tool [login to view URL] (similar to Zapier). The emails contain emails, phone numbers, and inquiry messages. The workflow should extract the property they are inquiring about, the person inquiring, any contact information where available and on a separate

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    Extracting phone numbers from 2 web sites with Octoparse, needed proper workflow to extract all needed data. I will provide 2 web sites and guide through process.

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    ...project deadlines and work with minimal support post-training • Draft sales presentation for new business meetings • Participate in regular meetings to provide updates on workflow • Be available when necessary for client campaign support. • Continue to grow and learn new innovative strategies to bring back to Concinnity Digital. Essential requirements:

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    i want workflow employee system web base. page #employee1 form add data entry send to employee 2 to approve and add data to complete and then send to emplyee 3 to approve and send to employee 1 and print. page#2

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    I need to build SharePoint workflow with sending email action,but with attach document to email

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    I would like to build a landing page with some graphics for the purpose of selling tickets to m...would like to build a landing page with some graphics for the purpose of selling tickets to my training events. I would like to integrate the forms to a CRM and email marketing system with full workflow automation. The attached is a template that I liked.

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