Crm jobs

...board. I only count a lead as “won” when the restaurant agrees in writing to work with us and books its first onboarding call. For every client you bring in, you receive an agreed-upon percentage of the revenue that client generates during their first billing period. Payments are released immediately after I verify the onboarding call has taken place. Key deliverables • A running spreadsheet (or CRM export) showing prospect details, contact attempts, and outcomes • Copies or recordings of initial outreach messages for quality control • A weekly summary of won clients and those in negotiation If you already have a global network in the hospitality sector or you are confident in your ability to build one quickly, let’s talk and set the co...

...working model This is a simple, performance-based collaboration focused on long-term association. If you are interested, we can discuss the process and workflow over a quick call. Looking forward to hearing from you. Notes :- Commission is paid on every closed deal, with no cap and clear tracking inside the CRM. I also share real-time feedback so you always know where each lead stands. Acceptance criteria • At least five qualified clinic appointments set per week, entered in the CRM with complete notes • Recordings or call logs for each outreach batch so we can refine the script together • Professional, HIPAA-aware conduct on every interaction If you already excel at B2B healthcare outreach and enjoy building your own paycheck through result...

...primary avenues. To make collaboration smooth, please be comfortable with: • Building full-funnel Meta campaigns (objective, audience, creative, pixel events). • Setting up and optimising Google/Search Ads with proper keyword mapping and negative lists. • Crafting copy and visuals that resonate with parents and highlight the cognitive benefits of chess for kids. • Tracking every lead in a CRM or spreadsheet, tagging the source, and reporting weekly on CPL, CTR, ROAS, and conversion rate. I’ll supply past creatives, landing-page access, and any testimonials or student success stories you need. Your proposal should outline the first 90-day plan, expected KPIs, and how you intend to test and scale winning audiences. When those numbers start...

...3. Scope of Work Software licensing or SaaS subscription Cloud hosting and infrastructure Implementation, configuration, and data migration Third-party integrations Training, documentation, and ongoing support 4. PMS Functional Requirements Reservations, front desk, and housekeeping management Multi-property and centralized inventory control Distribution and channel connectivity Guest profiles, CRM, and communications Revenue management and pricing rules 5. ERP Functional Requirements General Ledger, Accounts Payable, Accounts Receivable Multi-entity, multi-currency, and multi-tax support Automated PMS-to-finance posting Procurement, inventory, and vendor management Asset and maintenance management 6. Reporting & Analytics Operational dashboards Financial and management re...

Role: Marketing Automation & AI Architect (Freelance) Responsibilities: Research and compare WhatsApp, Email, and AI automation tools available in the market Create a detailed tool comparison and recommendation framework Finalize and own the complete marketing technology stack Setup and integrate WhatsApp, Email, CRM, and AI systems Build and maintain automation workflows Provide backend support and system documentation Experience Required: 5+ years in MarTech / Marketing Automation Proven experience comparing & selecting tools Strong automation, API, and integration skills

...account offering programming courses for kids. Please note: This role focuses on organic lead generation only (No paid ads / media buying). Responsibilities: • Generate high-quality leads interested in kids’ programming & tech courses • Target parents in the Saudi market using organic methods (social media outreach, communities, partnerships, etc.) • Collect and qualify leads (forms, WhatsApp, CRM, etc.) • Coordinate with the sales team to ensure lead quality • Meet daily/weekly lead targets Requirements: • Proven experience in organic lead generation • Strong understanding of the Saudi (KSA) market • Experience in education or online courses is a plus • Ability to generate leads without paid advertising ...

...website that turns visitors into solid enquiries for both residential and commercial construction services. The entire site should be built with conversion in mind—clear calls to action, friction-free navigation, and messaging that positions my firm as reliable, skilled, and easy to reach. Core objectives • Capture qualified leads through an easy-to-find contact form that feeds directly into my CRM or email. • Highlight previous builds in a visually engaging gallery, organised by project type so prospects can see work similar to their own plans. • Reinforce trust with prominently placed client testimonials, ideally set up so I can add more over time without touching code. Beyond these essentials, I expect responsive design, on-page SEO fundamentals,...

...the drink, securing shelf space, checking stock and merchandising. • Product demonstrations – setting up quick tastings, explaining flavour and functional benefits, capturing feedback with photos or short clips. • New client acquisition – identifying upmarket premium locality popular stores, HORECA and modern-trade counters, closing first orders and logging details in my lightweight app-based CRM. I’ll provide point-of-sale materials, demo stock, a basic pitch deck and onboarding on the mobile reporting tool. At the end of each shift I need a visit log, photos of facings or demo set-ups and confirmed order values; accuracy here drives our weekly incentives. The schedule is flexible—roughly three to four hours a day, five days a week&mda...

I’m building a custom CRM in Bubble with: • Companies • Clients / Contacts • Interactions (meetings, calls, etc.) • Projects All of these entities generate follow-ups that drive a dashboard view. The dashboard shows: • Follow-ups due • Counts of companies, interactions, projects All grouped by user, so managers can track team activity. The app is live and mostly functional, but I’m running into role-based update and privacy issues that need a senior Bubble developer to audit and fix properly. ⸻ User Roles & Intended Logic There are three role levels: 1. Representative (lowest) 2. Delegate 3. Manager (highest) Intended behavior: • Representatives can see and edit only their own data • Delegates can: • See ...

...proposition • Services overview (brief, visually separated blocks) • About / credibility highlight (team or company snapshot) • Client testimonials placeholder • Contact form (name, email, phone, message) • Newsletter signup integrated with Mailchimp or similar Although the main purpose is service showcase, the contact form and newsletter opt-in must be prominent and smoothly connected to our CRM/email list. Performance, responsive behaviour, and on-page SEO best practices are important; load times need to stay well under 2 s on both desktop and mobile. I’m flexible on platform—WordPress with a lightweight theme, Webflow, or a hand-coded HTML/CSS/JS stack are all acceptable—as long as the final build is easy for my team to ...

...consistency and short, engaging captions matter more than elaborate production—Canva or similar design tools are fine. LinkedIn The priority here is building connections. Starting from a list of target companies, you’ll identify the right HR or People-Ops contacts, send personalised connection requests, and nurture the conversation until it’s ready for me to take over. A spreadsheet or simple CRM update each day keeps us aligned on outreach status. Deliverables (weekly): • 4–5 Instagram posts with captions and hashtags • Engagement log showing follower growth and top comments • 60 new HR-level LinkedIn connections requested, with message copy used • Tracker sheet indicating connection, follow-up, and response status for ...

...Crushers  Feeders & Hoppers  Magnets  Mobile Equipment  Picking Line  Product Destruction & Depackaging  Separation Technology  Solutions for Organics  Screens • About • Contact Us • Get a Quote (Primary CTA) 3. Quote & RFP Form (conditional logic) • Custom form with conditional fields: o Industry o Material stream o Throughput (TPH) o Footprint/space o Budget range o Timeline • Integrate with CRM (TBD) • Redirects, tracking, and email notifications 4. Structured Data / SEO Technical Work • Add : Organization, Product, Breadcrumb, VideoObject • Rewrite meta titles & descriptions for all pages • Improve H1/H2 hierarchy • Internal linking strategy between industry pages → equipment pages • Create S...

I run a performance-based agency that handles inbound lea...essential. Core skills I rely on every day: • Excellent communication—clear, concise, and confidence-building on video or phone • Negotiation that protects margin without killing rapport • Daily discipline inside a modern CRM (HubSpot, , Pipedrive or similar) so the entire team has accurate, real-time data What you’ll do once onboarded: • Receive pre-qualified appointments straight from our setters • Run the call, handle objections, and secure the credit-card or payment link before hanging up • Log notes, tags, and follow-ups in the CRM the same day If you can demonstrate a consistent close rate in the niches above and are comfortable operating strictly o...

I’ve built a suite of AI-driven task automations that replace repetitive, manual work with fast, self-running workflows. They’re not chatbots or data-analysis dashboards; their sole focus is streamlining everyday tasks—think file handling, spreadsheet updates, CRM syncing, and other back-office chores. The code is production-ready, integrates smoothly with APIs or tools like Zapier and , and comes with clear documentation and live demos. Now I need help turning these automations into paying customers. Your mission is to package what I’ve built, put it in front of the right audiences, and close sales. Deliverables • A concise go-to-market plan that identifies promising niches and outlines messaging • Sales collateral: one-pager, landing-page co...

...Manage prompt flows and AI output pipelines Funnel & Marketing Automation Automate lead magnets, opt-ins, and CRM workflows Connect email marketing systems and segmentation logic Implement conversion tracking and analytics System Scaling & Maintenance Monitor and improve workflow reliability Debug automation failures Continuously optimize performance Required Skills Must Have: Strong hands-on experience with n8n in production environments API integrations (REST, webhooks, authentication methods) Automation logic, data transformation, and error handling Preferred (Plus): AI tool integrations (OpenAI and similar platforms) Marketing automation and funnel systems CRM integrations High-volume automation systems What Success Looks Like Fully automate...

...lifts revenue. What I need from you • Diagnose: Review our current funnel data, call scripts, collateral and CRM workflow to spot gaps that cause churn or poor engagement. • Design: Craft a holistic sales playbook that maps the full customer journey—from first touch through renewal—showing clear messaging, objection handling and follow-up cadences. • Implement: Outline practical KPIs, reporting dashboards and a light training plan so my team can adopt the new approach without disruption. Acceptance criteria 1. A documented playbook in an editable format. 2. A customer journey map with touchpoints and responsible roles. 3. KPI sheet ready to upload into our existing CRM (HubSpot, Salesforce or similar). 4. A concise rollout timelin...

We need an automation specialist to build a system that connects our tools and automates repetitive business tasks. The goal is to reduce manual work, improve accuracy, and create reliable workflows across departments. Requirements Workflow design using n8n or Zapier Integration between CRM, email, and spreadsheets Automated lead capture and routing Data syncing between platforms Notification and alert automation Error handling and logging Dashboard for workflow monitoring Testing and documentation

...email, receives BCC’d emails and direct commands, maintains my priorities and strategy, drafts sales and relationship emails in my cadence, and delivers daily, weekly, monthly, and quarterly intelligence summaries to drive follow-ups, sales, and focus. CORE CONCEPT (IMPORTANT) The AI system does not live inside Outlook It does not auto-send emails to clients It does not directly integrate with CRM It operates as a separate, offshore server Communication happens only via email You remain in full control (approve/send manually) This separation is intentional for: security compliance cognitive separation long-term scalability HIGH-LEVEL ARCHITECTURE (HOW IT WORKS) Components Dedicated Email Address Example: assistant email Hosted on: Microsoft 365 shared mailbox or Google W...

I need an expert to set up Zoho CRM with a focus on: - Lead Management: Organizing and tracking potential leads effectively. - Workflow Automation: Streamlining processes to enhance productivity. - Custom Reports: Generating tailored reports to meet specific business needs. Data migration is not required. Ideal candidates should have extensive experience with Zoho CRM, especially in the specified areas, and a proven track record of successful implementations. Please provide examples of previous work and relevant certifications if available.

...model so callers experience natural, low-latency dialogue from the first “hello”. Core workflow • Incoming calls land on RingCentral; the agent picks up, converses in real time, and can transfer or conference in a human when confidence drops. • Throughout the call, it fetches answers from my knowledge base or external APIs, then logs the full interaction—audio plus structured summary—into Zoho CRM under the correct contact or ticket. • At hang-up, the caller receives a follow-up email (template supplied) triggered from Zoho. Must-haves • End-to-end voice model only—no separate speech-to-text or text-to-speech layers. • Latency comparable to human conversation. • Natural turn-taking, interruption handling, and s...

...the photography, once ready, becomes the hero without visual noise. Pages required • Landing page – minimalist layout with clear sections for hero banner, value proposition, and call-to-action buttons. • About – concise brand story with room for a single lifestyle shot. • Become a Member – focused on a user sign-up form; please build the form and leave API hooks so I can connect it to my CRM later. • Modify Order – dashboard-style page where members can review existing selections and adjust quantity or delivery dates. Dummy data is fine at this stage. • Payment – checkout page integrating standard card fields; sandbox setup is acceptable for hand-off. Technical notes – Modern, responsive stack (React, or ...

I need a reliable virtual assistant to stay on top of my sales inbox. Your main responsibility will be responding to emails that come in after initial outreach, crafting friendly yet persuasive ...Turnaround time matters. During business hours I expect priority emails to be answered within the hour and all others by end of day. I’ll handle any technical questions myself—simply flag them for me. Everything else, especially scheduling demos or additional calls, can wait; the focus here is pure email follow-up and thank-you messages. If you have experience with Gmail or Outlook shared inboxes, basic CRM tagging, and know how to write concise, engaging copy, you’ll fit right in. Let me know your availability and a brief example of a short thank-you email you’ve ...

...prospects, hold a natural conversation, qualify interest, and pass every promising contact straight into my CRM. The agent must: • sound human and handle common objections in real time • record, transcribe, and store every call • schedule callbacks or meetings on my calendar • respect local calling regulations (TCPA, GDPR where applicable) I’m comfortable with Twilio Voice, Dialogflow, ElevenLabs, GPT-4, or any similar stack—as long as call quality and scalability stay top-tier. Show me a short architecture outline, the tools you plan to use, and links to past voice-AI projects so I can gauge fit quickly. Deliverables • Fully deployed phone agent reachable via a dedicated number • Real-time CRM or Zapier integration for lead h...

I run a newly launched real-estate brokerage in Dubai and now need a proven digital marketer to build and scale a predictable buyer-lead engine. The in-house sales and CRM infrastructure are ready; what’s missing is a data-driven acquisition funnel that complies with UAE advertising guidelines and grows sustainably month after month. Right now I want to double down on TikTok—creative short-form videos, TikTok Ads Manager, pixel tracking, look-alike audiences, the works—because it has shown early traction for our market. If you can later justify layering in Google, Instagram or property portals we can discuss, but TikTok is the immediate playground. Core expectations • Map the buyer journey and translate it into a full-funnel TikTok campaign blueprint. &b...

...business by building an agent with OpenAI’s Agent Builder. The goal is to have the agent run day-to-day workflows for CRM and scheduling so I no longer have to touch every record by hand. Here is what I need: • A working agent inside OpenAI that handles CRM data entry and updates on my behalf. • The same agent (or a companion flow) that can create, modify, and remind me of appointments and tasks. • Clear instructions—preferably a short Loom or written walkthrough—showing how you set everything up and how I can tweak prompts, actions, or webhooks later. Acceptance criteria • I can type or paste new lead details and watch them appear in the correct fields of my CRM without errors. • When I add or change a date, ...

...sales, so every conversation should move decisively toward closing rather than merely qualifying or booking demos. You will receive a contact list, product brief, and access to our cloud dialer and CRM. Your day revolves around reaching decision makers, tailoring the pitch to their pain points, handling objections, and finalising the order inside the same call whenever possible. Familiarity with common tech terminology and the ability to switch effortlessly between accents or regional nuances in Spanish will help you gain trust quickly. Key deliverables • Daily call log exported from our CRM, showing dials, connects, and outcomes • Brief voice-note or written recap of each closed sale so fulfilment can begin immediately • End-of-week performance summ...

I want to hire a Go High Level expert for my marketing agency to handle my clients accounts . Every core module—CRM management, marketing automation, and the sales pipeline—must work together seamlessly with one clear objective: boost sales. Here’s what I need you to tackle: • Configure the CRM so new and existing contacts are correctly segmented, scored, and nurtured. • Build automated workflows that keep prospects engaged without manual follow-up. • Design, launch, and optimise high-converting funnels for lead generation and product sales. • Set up dashboards and reports that make performance and ROI crystal clear for my team and our white-label clients. Please bring proven experience in funnel strategy, automation, and data an...

...to find and verify contact details * Familiarity with: * Google Maps * Facebook * Instagram * LinkedIn * Basic understanding of business structures (to identify owners/decision-makers) * High attention to detail --- ## **Technical Requirements** * Laptop or computer with 64-bit processor (Windows or Mac) * Fast and reliable internet connection * Ability to use Google Sheets and basic CRM tools --- ## **Main Job Roles (Core Focus)** Your primary tasks will include: * Researching aesthetic medicine clinics via: * Google Maps * Facebook * Instagram * LinkedIn * Identifying **decision-makers**, such as: * clinic owners * founders * managing directors * Finding and verifying: * private email addresses * phone numbers * social media profiles * Col...

I'm seeking a skilled web developer to create a lead generation website for my export business. The primary goal of this site is to generate business inquiries. Key Requirements: - A user-friendly interface - Sections to capture: - Contact details - Product interest - Company details Ideal Skills and Experience: - Proven e...this site is to generate business inquiries. Key Requirements: - A user-friendly interface - Sections to capture: - Contact details - Product interest - Company details Ideal Skills and Experience: - Proven experience in developing lead generation websites - Strong understanding of UI/UX design principles - Knowledge of effective forms and data collection methods - Ability to integrate with CRM systems Please include examples of similar wor...

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...English-fluent cold-calling specialist to turn prospects into paying customers. What you’ll do •Research and develope a targetted list to reach accommodation providers that allow pets. • Present the value of our self-service dog-wash stations, handle objections on the spot and secure a paid subscription or unit order during the same call whenever possible. • Record every interaction in a simple CRM or shared spreadsheet so we can track contact attempts, outcomes and next actions. • Provide a concise end-of-day summary of calls, conversions and key feedback that can improve our pitch. Tools & approach I’m comfortable if you work with your own dialler (CloudTalk, Aircall, RingCentral etc.) or use my VoIP account. Just be sure call qua...

...developer to build a gated chat-style interface that allows users to query a structured database of U.S. gun laws by state. Access to the chat interface must be gated by email capture (HubSpot forms / CRM). This is a one-off project, not an ongoing retainer. The end result should feel like a simple, fast “chat bot” experience, but the responses should be pulled from pre-existing structured content, not generated AI. Core Requirements 1. Gated Access (Email Capture) User must enter an email address to access the chat interface Email capture should: Use HubSpot Forms Create or update a contact in HubSpot CRM Allow access immediately after submission (no email confirmation flow required) 2. Chat-Style Interface Clean, modern chat UI embedded on a HubSpot CMS page ...

I need a sharp virtual assistant to take every incoming sales lead, dig up the essentials, and log the results straight into my CRM. The job is simple to grasp yet detail-heavy: for each lead you’ll collect accurate contact information and a concise company background, then assign the lead score using the scoring rubric I provide. Once that’s done, you’ll enter everything into the CRM so the sales team can act immediately. Here’s what success looks like: • Every new lead has complete, verified contact details. • Company background is summarized clearly in the notes field. • Lead score is applied according to my guidelines and stored in the assigned CRM field. There is no outbound calling or selling required. If you are comfort...

Main apne SaaS product CRMJIO (CRM & Billing Software for Repair & Service Businesses) ke liye ek experienced UI/UX Designer + Content Writer hire karna chahta hoon. Freelancer ko modern, professional, user-friendly aur high-conversion design create karna hoga, jo India + International market ke liye suitable ho. UI/UX Design CRMJIO Website design CRMJIO Web Dashboard UI Mobile Responsive Design Clean, fast & modern layout User-friendly navigation Figma / Adobe XD source file required SaaS-based UI experience preferred Website / Web App / Dashboard ka complete UI design Mobile responsive design Clean, modern & fast-loading layout User-friendly navigation Figma / Adobe XD / PSD source file dena hoga Content Writing Homepage, About Us, Features, Pricin...

We need a web-based platform to manage and monitor proprietary devices installed across Italy. Each device has a unique progressive code (001, 002, etc.), a dedicated phone number, installation details, and contact information. Devices send a phone call every 72 hours as a heartbeat signal. The system must detect these calls, determine whether devices ...numbers, which must be recognized and logged. In case of missing communication or alarms, the platform must send automatic email notifications to an internal email and daily summary emails to the on-site contact. Each device has an annual call center contract. About 30 days before expiration, the system must email the contact with a link to a form to confirm or update billing details. No billing, CRM, or commercial features are...

Project summary: Automated We are looking for a freelancer to set up an automation using our account and CRM boards. The goal is to automatically send a Trustpilot invitation email when a specific status change occurs in Monday.com. The automation should pull relevant customer data from and insert it into a predefined email script, then send it to Trustpilot. The same setup should be applied consistently across two of our boards. We are looking for a clean, reliable solution that runs automatically with minimal manual input once configured.

... Engage with gatekeepers confidently to reach decision-makers. Offer free platform upgrades or trials that showcase top-tier online business solutions. Follow a structured script to handle objections and schedule email follow-ups. Capture lead information and provide feedback to management. Compensation & Tools: Base pay: $2/hour Commission: $150–$500 per closed deal Provided dialer and CRM to manage calls and leads Apply only if you accept this salary structure What We’re Looking For: Strong verbal communication skills and confident phone presence Experience in B2B sales or telemarketing preferred Ability to follow a script while keeping a natural, personable tone Persistence and creativity in navigating gatekeepers to reach business owners Goal-or...

...Call pre-shared B2B leads in Australia (distributors, importers, retailers, foodservice buyers) * Briefly explain our IQF frozen vegetable products * Understand interest and basic requirements from leads * Follow up with leads through calls and messages * Book meetings for the sales or management team * Share call recordings and short conversation notes * Update lead status and next steps in the CRM * Pass interested leads smoothly to the sales team Mandatory Deliverables * Call recordings for all calls made * Short written notes from each conversation * Follow-up and meeting details for each lead * Simple weekly activity report Target Market Food distributors, importers, retailers, and foodservice operators in Australia Skills & Requirements * Experience in B2B calling or...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows...

Project Title MS Access CRM + Quoting + Line-Level Costing + Production Workflow (multi-user ready, split DB planned) Goal Build a complete Microsoft Access application from zero that manages: Leads → Customers → Projects → Quotes → QuoteLines (each line can have its own version v1/v2…) Line-level costing and part-level breakdown Approvals, revisions, release to production Production machine lists and phase tracking Task management for all roles Document/file linking with a standardized folder structure Reports (Quote PDF, Production Pack PDF, KPIs) Role-based login + menu + permissions Designed to be split (FE/BE) for multiple concurrent users. 1) Data Model (developer must create all tables + relationships) 1.1 Master tables Users UserID (...

Looking for a Monday CRM platform freelancer to help adjust dashboards based on images. Details shared during collaboration.

we dont want AI bids What we need is Leads what we do is SaaS, Fintech, E-COM, ERP, CRM Developments we target USA Singapore INDIA No Sales Funnel No CRM No LinkedIn in navigator Till today 7 years complete word of mouth achieved good numbers. Need some one how can set up proper market campaign to reach $100K a year revenue

I’m rolling out HubSpot in a brand-new environment focused on sales management and I’d like an expert to lead the entire implementation. Here’s what I need: • Recommend the most suitable HubSpot subscription (and any add-ons) for a small team whose core goals are pipeline management and lead scoring, plus simple email broadcasts to prospects and clients. • Configure the CRM from scratch: custom deal stages, properties, lead-scoring rules, and dashboards that match our sales process. • Import my existing records via CSV—companies, contacts, deals, and historical notes—so everything lands in the right fields without duplicates. • Set up email templates and broadcast capabilities so I can send segmented campaigns while keeping a ...

I want to drive qualified, ready-to-buy visitors from my local market straight to our website and convert them into leads. To make that happen, I need an end-to-end paid advertising campaign built, launched, and tuned for performance. Here’s... budgets, and conversion tracking, then go live. • Monitor results for the first week, refine bids, audiences, and creative, and supply a short performance report that lists impressions, clicks, cost-per-lead, and next-step recommendations. I’ll give you full access to existing analytics, the website, and any brand guidelines you need. The project is complete when leads start arriving in our CRM at a cost per acquisition we’ve jointly agreed on. If you have a proven track record of generating local leads through pai...

I’m ready to move forward with SEVERAL dedicated property-listing websites and need an experienced developer who understands the real-estate domain inside out. The core of the job is to design and code a polished listing portal—mobile-friendly, fast, and easily scalable—then hook it up seamlessly to my existing CRM system so every new lead drops straight into our sales pipeline without manual re-entry. This is an opportunity to CUSTOMISE 3-4 OF OUR WEBSITES WE WILL PAY YOU A SMALL FEE PER SITE ($75 AUD) 1. YOU MUST GURARNTEE DEADLINES. 2. YOU MUST GIVE PERSONAL GUARANTEE TO OFFER US UNLIMITED REVISIONS 3. AND YOU WILL RECEIVE AN ONGOING RESIDUAL INCOME FOR 3-5 YEARS SUBJECT TO NEGOTIATION SO YOU WILL REMAIN DEDICATED AND COMMITTED TO ALLOW US TO DEVELOP O...

Join me in Hyderabad as a full-time telecaller focused purely on customer support. Your day will revolve around answering inbound calls, resolving general service queries, logging each interaction in our CRM, and keeping customers happy with a calm, courteous tone. No sales targets, no technical troubleshooting—just clear, friendly assistance for every caller. The role is office-based, Monday to Saturday, ideal for someone with 0 – 2 years of experience who enjoys speaking with people and can pick up processes quickly. I offer a fixed ₹15,000 monthly salary and on-the-job training, so fresh graduates are welcome. Required languages • English (fluent) • Telugu (fluent) Knowing Hindi is a bonus, but not mandatory. If you can communicate confidently in b...

...performance-based with a generous percentage of fees collected—there’s no upper limit. • All research tools, compliance templates, and client-management software are already in place; you simply log in and start advising. • I handle marketing and lead generation, leaving you free to focus on delivering quality guidance. What success looks like ✓ Thorough client fact-find documented in our CRM ✓ Written investment plan covering asset allocation, product selection, and rebalancing triggers ✓ 30-minute review call completed and summarised in notes ✓ Ongoing follow-ups scheduled If you’re a registered advisor (or working toward registration) with a track record in ETFs, mutual funds, or alternative assets and you value autonomy, dro...

...customer follow-ups, and handle the everyday admin that piles up behind the scenes. Your top priority will be crafting clear, friendly, on-brand email replies; everything else—calendar coordination, light data entry, and occasional research—supports that goal. Proficiency in polished email writing and online research is essential. If you already work comfortably inside Microsoft Office, a basic CRM, or any cloud-based scheduling tool, that will make our hand-off even faster, but I’m happy to walk you through my exact workflow. Accuracy, responsiveness, and a knack for staying organized matter more to me than time-in-seat. Typical week: • Draft and send email responses and follow-ups within set turnaround times • Confirm meetings, block my calendar,...

...performance-based with a generous percentage of fees collected—there’s no upper limit. • All research tools, compliance templates, and client-management software are already in place; you simply log in and start advising. • I handle marketing and lead generation, leaving you free to focus on delivering quality guidance. What success looks like ✓ Thorough client fact-find documented in our CRM ✓ Written investment plan covering asset allocation, product selection, and rebalancing triggers ✓ 30-minute review call completed and summarised in notes ✓ Ongoing follow-ups scheduled If you’re a registered advisor (or working toward registration) with a track record in ETFs, mutual funds, or alternative assets and you value autonomy, dro...

I’m rolling out Zoho CRM and Zoho Projects across Sales, Customer Support, and Marketing with one clear objective—streamlining daily operations. I already have the licences; what I need now is an expert who knows the platform inside-out, from profile and role permissions to module customisation, workflow automation, and cross-app integrations. Here’s how I picture the engagement: • We jump on focused screen-share sessions (a few hours at a time) where you configure, demonstrate, and fine-tune settings live. • You advise on best-practice data architecture, user roles, and security settings, then build the agreed changes directly in my account. • Light documentation after each session keeps track of what was done, why, and how to adjust it later. ...