Facile forms sugar crm jobs

I'm looking for a skilled Wordpress professional who can help me customize my existing business website. I don't require any changes to...template itself - just the content. Specifically, I need assistance with: - Customizing text and images: I need to replace or modify the existing text and images on my website to better reflect my business's current offerings and branding. - Forms and Surveys: I'd like to add a few new forms and surveys to my site for customer feedback and data collection. Ideal candidates should have: - Proven experience with Wordpress websites and templates - Strong graphic design skills for text and image customization - Proficiency in adding and customizing forms and surveys in Wordpress Please provide examples of your previ...

The project requires comprehensive full-stack development skills, with the aim to create a robust and functional website targeting students. The layout should be intuitive, offering a seamless learning experience. Key Features: - A fully functional and interactive landing page that includes contact forms and social media integration for enhanced communication. - A secure payment gateway offering an effortless checkout process for users. - Implementation of video and study material storage facilities. - Live classes integration providing real-time learning experiences. Study Material Details: - Incorporation of text files, video lectures, and interactive quizzes for a well-rounded learning experience. The project offers a strict timeline, hoping to complete within 1 month. Ideal...

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's adv...and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platforms. - Excellent communicat...

...looking for a Sales Executive who can excel in closing deals with businesses. The ideal candidate will have a strong track record of generating leads and converting them into sales, particularly within the B2B space. Responsibilities: # Engage in Zoom/Google Meet calls with interested leads. # Develop and maintain relationships with new and existing clients to explore new opportunities. # Utilize CRM software to track client interactions and sales progress. # Meet and exceed sales targets by closing deals and upselling to existing clients. The ideal candidate should have: - Proven experience in B2B sales, ideally within the marketing industry. - A solid understanding of various marketing strategies and the ability to leverage them effectively to drive sales. - Exceptional neg...

...platform. Key Requirements: - Customized Forms: I'm looking to have unique forms tailored to our specific needs. This includes: - Custom Layout and Design: The forms should be visually appealing and user-friendly. - Additional Fields and Sections: Fields that are not present in standard forms should be added where necessary. - Dynamic Dependent Fields: Some fields should appear or disappear based on the user's previous selections. - Manual Submission: The approval workflow should be initiated when users manually submit a form or a request with the drop downs available. Ideal Skills and Experience: - Proficient with Sharepoint Online. - Extensive experience with creating approval systems. - Strong background in designing and customizing ...

...development and services business, focusing on web development, mobile app development, and CRM implementation. I've provided services in the healthcare, finance, and retail sectors in the past. I'm looking for a sales expert who can assist me in expanding my client base and improving my operational efficiency. The main goal of this project is to increase efficiency in the sales process and overall business operations. Key skills and experiences needed for this job include: - Proven sales experience, ideally in the IT/software sector - Knowledge of healthcare, finance, and retail industries would be a plus - Ability to understand and communicate the benefits of web development, mobile app development, and CRM implementation to potential clients - Strong negotia...

The aim of this project is to improve a provisional logo with roughly the same proportions and appearance is to be improved for the test phase. It is to be produced in the next few months of the test phase as a vector graphic in various forms. The color scheme and sizes do not necessarily have to be retained - the font must be EXO (optics and because many fonts are available by default) - the square is a modified QR code (because our business model has to do with QRs) - the colors should be strong tones and less gray/black tones in the overall impression - the various existing data are uploaded for possible use or just as an example - alternative suggestions for the logo (image + font) can be made - but are of secondary importance The revision should be completed within the next...

**Description:** We are seeking a proficient Google Forms and Sheets specialist to streamline our stock and inventory management process. The ideal candidate will have a deep understanding of Google Sheets functionalities and be adept at creating seamless workflows using Google Forms. **Responsibilities:** - Develop a Google Sheets template for maintaining stock and plywood inventory data. - Implement formulas and functions to automatically update current stock levels based on purchase and sale entries. - Design intuitive Google Forms for entering purchase and sale data. - Integrate Google Forms with Google Sheets to ensure real-time updating of inventory data. - Provide guidance on best practices for efficient data management and organization within Google S...

...development, centered around improving my workflow and data comprehension. Key Tasks: - Setting up MS Outlook for effective email management. - Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skills in website development and design. - Familiarity with Google Form creation. - Understanding of email campaign analytics. - Experience in performing sentiment analysis in...

...operations and processes. The ideal candidate will be proficient in a variety of software and technologies, and have prior experience with CRM systems, email management and web development. Key Tasks: - Setting up Outlook & email management - Automating tasks with Zapier - Integrating CRM system - Developing an e-commerce website with specific features including: * User registration and login * Social media integration * Contact form * Image gallery * E-commerce capabilities - Creating a Google Form - Analyzing data with analytics - Performing sentiment analysis Desired Skills: - Strong proficiency in Outlook, Zapier, CRM systems, and Google Forms - Experience in e-commerce website development - Knowledge of data analytics and sentiment analy...

I urgently need a freelancer who can help me with two tasks: registering a domain name and developing a small business websi...products/services I offer. - Email Integration: I will need around 5 emails set up for this site. The overall design of the site should be professional. I want my business to be taken seriously, so the website should reflect this. Ideal freelancer should have: - Experience with domain registration - Proven track record in creating small business websites - Proficiency in setting up and integrating contact forms and product catalog systems - Ability to set up email accounts for the domain. I'm looking for someone who can start immediately, and deliver this project in the shortest time possible. Please only apply if you can deliver quality work under...

I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...

Looking to convert a Symfo PHP CRM into a multi tenant SAAS system to onboard multiple clients at single instalation with subscription plans and billing. Demo of the CRM at More details on the requirements and onboard flow is aa follow 1. Create a landing page to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other. Single database multi tenant also can be done if less efforts. 5. Subscription packages based on per user billing and features

I'm looking to create a sleek, modern and minimalist one-page website using Astra theme and WPBakery as the builder. The website will incorporate text, images, videos, and animations. Additionally, it will have a user-friendly contact form. Key Requirements: - Development of a one-p...one-page website using Astra theme and WPBakery - Incorporation of text, images, videos and animations - Inclusion of a user-friendly contact form Ideal Skills and Experience: - Proven experience in developing one-page websites - Strong proficiency with Astra theme and WPBakery - Ability to create and integrate high-quality graphics and animations - Experience in building user-friendly contact forms Please include examples of your past work in your application, specifically one-page websites yo...

About Us ------------------------------------------------------ Our startup has 2 products - a lead management and a chat-based CRM platform and we are looking for a part-time software tester to help us achieve our software quality goals. Part-Time Tester ------------------------------------------------------ We are looking for a software tester to assess software quality through manual and automated testing for both our products. You will be responsible for finding and reporting bugs and glitches for our development team to fix. The role will be entirely remote, giving you the flexibility of working from home. Candidate’s Experience ------------------------------------------------------ The candidate will need to have at least 1 year experience designing, developin...

...Appointment Setter Industry: Finance Target Audience: Yes, specific demographic/industry Primary Goal: This question was skipped Skills and Experience Required: - Experience in appointment setting within the insurance industry - Strong communication and persuasion skills - Knowledge of insurance products and services - Ability to identify and target the specific demographic/industry - Proficiency in CRM software and lead generation tools - Proven track record of successful sales meetings or product demonstrations - Attention to detail and ability to handle general inquiries efficiently Project Description: We are seeking an experienced appointment setter to join our team. As a Finance company, our primary goal is to schedule sales meetings and product demonstrations wit...

I'm ...first. Promo Standards - Order Status 2.0.0 Here is the M2 site - nvspromo.com. You cannot place orders on but Yes, the customer orders on nvspromo.com. Orders are accessed when a client logs into their user account - it is connected to our Zoho CRM and they can see their order history. Those Orders however, do not have any sort of Order Status connected to them. We will need to add the Order Status from our CRM onto the Magento Orders. Ideal candidates should have significant experience in creating custom endpoints and a strong background in API documentation and Magento. A clear understanding of different API documentation styles is advantageous. Please highlight your relevant skills and experience in your bid.

I am in need of a proficient web developer who can tweak my personal business website. Here are my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightf...my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightforward and accessible. The target audience of this website is our existing clients, hence it is crucial for the freelancer to have a concrete understanding of user experience, ensuring that every feature implemented is user-oriented and effective in retention. Experience in CRM integration and web design is essential. Your main task would be to maximize user interaction while ensuring website efficiency, assisting us in enhancing client rela...

I am in need of a skilled SaaS developer to create an application that includes user authentication with an expected 10 to 20 user forms. These forms will need capabilities to capture personal details, feedback/review data, and transaction data. Ideal Skills: - Proficient in SaaS development - Experience with user authentication - Familiarity with different form types - Experience in data capture and analytics Your ability to deliver this project will empower my business by improving user experience and broadening our data analytics opportunity.

I'm looking for a Pipedrive expert who can assist in streamlining our lead management processes. This is pivotal to improving efficiency and efficacy in our sales team's operations. Key Responsibilities: - Customizing Pipedrive to suit ...implementing complex workflows within Pipedrive - Integrating Pipedrive with other tools to ensure seamless data flow and productivity Ideal Skills and Experience: - Proven experience in implementing Pipedrive for sales teams - Deep understanding of sales processes and lead management - Ability to create and implement complex workflows - Experience in integrating Pipedrive with other tools, such as CRM or marketing automation tools This is a critical project for us, and we're looking for someone who can help us leverage Pipedrive ...

I am in need of a custom CRM system tailored for my mechanic shop. - Customer Management: The CRM should be adept in managing customer information, including tracking customer service history and sending automated service reminders. - Appointment Management: A sophisticated calendar system with drag-and-drop functionality is crucial for effective scheduling. It should also have the capability to send automated email reminders and allow for easy rescheduling of appointments. I am looking for a freelancer who has experience in developing CRM systems, particularly for the service industry. A solid understanding of customer relationship management, appointment scheduling, and email automation is essential. Experience in working with mechanic shops or similar businesses...

I'm looking for a skilled Wordpress developer to add a contact page to my existing website. The main objective of this page is to allow users to send messages. Here's a brief of what's needed: - **Form Fields**: The contact form should collect the...page is to allow users to send messages. Here's a brief of what's needed: - **Form Fields**: The contact form should collect the user's name, email, message subject, and message body. - **Optional Fields**: There are no optional fields for this form, only the mandatory ones mentioned above. The ideal candidate should be proficient in Wordpress development and have experience in integrating forms that allow for user interaction. A good understanding of UI/UX principles is a plus. This project should be ...

I'm in need of a skilled developer or team, capable of creating a multifunctional AI system for a new solar energy business ...ensure cloud-based, anywhere access. Finally, the AI system needs to have integration capabilities, allowing seamless connection with existing software in the business environment: - CRM systems: To provide comprehensive visibility into customer engagement. - Energy monitoring systems: Need to integrate data for the most accurate results. - Billing systems: To streamline financial processes. Ideal freelancers would have previous experience in AI software development, with knowledge of predictive analytics, and a strong understanding of energy management and the solar industry. Familiarity with CRM, billing, and energy monitoring systems ...

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

I'm looking for a WordPress expert to update my ...post-update. The website serves as an information hub for potential renters, so maintaining its operational integrity is crucial. Tasks include: -Backing up the current website before making any changes. -Updating WordPress to version 6.5.3. -Checking all plugins for compatibility with the new WordPress version and updating them as necessary. -Ensuring that the website functionality (e.g., forms, pages, and other custom functionalities) remains unaffected by the update. -Providing a brief report on the update, including any issues encountered and how they were resolved. Skills Required: -Proficient in WordPress management and updates -Experience with plugin compatibility -Attention to detail to ensure website integrit...

To help streamline operations in our manufacturing firm, I'm seeking a professional with deep expertise in Excel, as well as a strong foundation in data security. As a result of this project, we need a highly functional, secure Excel template that meets the following requirements: - Advanced Excel Features: The template should involve data entry forms, complex calculations and formulas, and strict data validation rules. It should also facilitate costing, inventory management, attendance tracking, salary calculation, profit/loss calculations, and accounting. An integrated dashboard and graphical representation of data is also needed. - Security: Due to the sensitive nature of the information to be processed, we require an array of security measures. These include password prot...

...service delivery. - **Work Order Management**: Maintain a clear overview of tasks assigned, completed, and pending. System Integration: - **CRM**: seamless integration with our Customer Relationship Management system, ensuring smooth communication. - **ERP**: Inclusion of Enterprise Resource Planning will streamline the overall management of resources and services. - **Inventory Management**: Incorporating Inventory management systems will enhance our ability to track and supply necessary resources. Ideal candidates should have experience with: - Developing Field Service Management Systems - Working with large numbers of users - Integrating systems like CRM, ERP, Inventory Management and Accounting Systems The successful freelancer will be able to provide a comprehensi...

I'm looking for a talented web designer to create a quick but engaging landing page for my marketing website. The primary goal of this landing page is to increase my brand awareness. Key Deliverables: - Design a visually appealing landing page that captures the ess...communicates our message effectively - Include a contact form to help with lead generation - Collect only the user's email address through the contact form Ideal skills and experience for this project include: - Proven experience with web design, especially landing pages - A solid understanding of UI/UX principles - Ability to create visually appealing and engaging designs - Experience in creating forms for lead generation - Strong communication skills to understand and translate my brand message into a com...

I am looking for a specialist to create a system ...approved requests into Google Calendar from information submitted via Google Forms and collected in Google Sheets. Key aspects of the system include: - Time off/schedule change requests are submitted via Google Forms - These requests are gathered in Google Sheets. - Upon approvals within Google Sheets, these requests should then be automatically scheduled into Google Calendar. The desired level of automation, for now, is partial. I do expect some amount of manual intervention, specifically - the approval of time-off requests within Google Sheets should be manual. Ideal candidates for this project will have a strong grasp of automating processes within Google Suite, specifically dealing with Google Forms...

I'm looking for a Korean speaking telemarketer who can help me in qualifying lead...this solution. Key tasks for this project include: - Making outbound calls to potential leads - Qualifying these leads based on their interest and requirements in cloud computing - Documenting these calls and the results in a CRM platform - Providing regular updates on qualified leads via phone calls The ideal freelancer for this project should have: - Prior experience in telemarketing, particularly in the IT solutions sector - A good understanding of cloud computing services / ITSM - Excellent communication and interpersonal skills - Proficiency in using CRM platforms for lead management Looking forward to receiving bids from freelancers with a proven track record in telemarke...

...visibility. 19. Performance Optimization: Optimize website performance by minimizing page load times and implementing caching mechanisms. 20. RSS Feed Syndication: Set up RSS feed syndication for easy content distribution. 21. Custom 404 Page: Design a custom 404 page to improve user experience when encountering broken links. 22. Ticketing System and Feedback Forms/Surveys: Implement a ticketing system for user support requests and feedback forms/surveys to gather user feedback and improve the support experience. 23. Google Speed Check: Ensure the website passes Google speed check with a minimum score of 80+ for mobile and 90+ for desktop. 24. Cookies Collection and Analysis: Set up a cookies collection and analysis system to track and personalize user experience. 2...

I'm looking for a WordPress expert who can help me fix some CSS layout issues on my website. Additionally, I need assistance in ensuring that my contact form is functioning correctly. Key Requirements: - Fixing CSS: The website is fully responsive but experiencing some layout issues. The ideal candidate should be able to identify and correct the...correct these issues. - Contact Form Configuration: The contact form should send submissions to a specified email address. The freelancer will need to ensure that this functionality is correctly set up and working. Ideal Skills and Experience: - Proven expertise in WordPress development. - Strong understanding of CSS and responsive design. - Prior experience in configuring and testing contact forms. - Good communication and problem-...

I'm looking for a skilled freelancer to set up my website. I need E-commerce functionality, a Blogging platform, and Contact forms to be integrated. Key Requirements: - E-commerce Functionality: I want to be able to sell products and services online. The system should be easy to use and manage. - Blogging Platform: I require a blogging platform to share information and news through blog posts. This should be user-friendly and customizable. - Contact Forms: I need a system in place to collect inquiries or feedback through contact forms. Additional Tasks: - Email Integration: Set up Microsoft 365 for email communication. - DNS & MX Record Cleanup: Remove unwanted DNS & MX Records to ensure smooth operation. - Server Setting: Make necessary setti...

I am in need of a customer relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, and lead management - Strong c...

I made a wordpress custom theme. Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will know how to update someth...

I'm looking to design my website to give it a modern and minimalist look. It's an informational website, and I need it to b...need a feature that allows me to post project updates, including videos and photos. - May do a client area where they can see more confidential infomration. - Should be expandable as they business grows. Ideal skills for this project include: - Proficient with modern website design principles and practices - Strong experience in UI/UX design - Experience with creating and integrating contact forms and subscription sign-ups - Ability to implement a system for posting project updates, including multimedia. Please include samples of websites you've designed, particularly those with a modern and minimalist style, in your bid. Will send new log...

I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.

I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship managemen...cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and possibly automate our processes for b...

I'm seeking an experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website is available in the customer data. ...

I am looking for an experienced Android developer to address some issues and upgrade two of our existing Android applications. The fixes should include: - Fixing data-fetching issues in 2-3 forms that aren't retrieving data as intended - Resolving a problem where an application form keeps loading without progress - Rectifying a form submission issue that only displays a 'Try Again' message after submission The primary areas of these bugs are related to data synchronization and form submission. Ideal candidates should have: - Proven experience in Android application development and bug fixing - Proficiency in diagnosing and resolving data synchronization issues - Expertise in Android 14 and Google Play Console, with a track record of successful app upgrades This ...

I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.

I am seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workflow automation is key for this project.

I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...

I am seeking a seasoned salesperson with a strong background in CRM software, particularly those that are used for customer service functions. Your main responsibilities will be selling our CRM software to large corporations. Requirements: - Extensive experience in CRM software sales. - Deep understanding of customer service-oriented CRM tools. - Proven record of selling software to large corporations. Those who can demonstrate a solid track record of high value sales within this specific arena will be highly considered. This role requires an assertive, professional, and dynamic individual who is driven by beating sales targets. Your passion for customer service technology should shine through and inspire potential clients.

I'm seeking a skilled freelancer to analyze data provided. I can provide an excel file which will have -Customer -Invoice Number -Date -Product Details -Quantity -Unit Price -Purchase Amount I have this data for last two years in monthly files. We want to observe the trends in sales, most selling product, most profitable product, least profitable pro...Customer Service and sales side of the business. I would like this second file to extract selective data from the master file and propmt the user to make phone calls to existing customer and note down the call notes and mark that a certain customer has been contacted on this date and will be needed to be contacted again in 1 month again. Also in this same file have a similar sheet for New Customers CRM for cold calling and...

...Creating AI automations for each of the companies based of off FAQ Setting up 2 AI integrate WhatsApp chatbots Connecting previous BREVO or starting email marketing campaign (infrastructure only) Creating a automated payment system for booking Integrating & optimizing Google Ads within GHL Setting up Analytics/Google Play Store/Apple Store info You must understand: Go High Level Wordpress Gravity Forms Elementor WhatsApp API We want to possibly close out: Thrive Leads Brevo Tidio Hiver We may also want to integrate: 8x8 Phone System A SMS marketing system This job is hourly, and you will be in meetings with our team next week. We will continue until the job is complete. Our staff members are here to 100% support you and our team through this transition. We will be wor...

...preferably in the technology and energy sectors. This fast-paced project requires completion within one week, so immediate availability is essential. Responsibilities Design a WordPress business website that showcases our energy storage technologies through interactive and dynamic elements. Update and optimize existing materials on the website. Integrate essential functionalities such as contact forms into the design. Ensure the website is mobile-responsive, SEO-optimized, and adheres to web accessibility standards. Deliverables A fully functional, tested, and live WordPress website. Work Details Content Provision: All text content and images will be provided by our company. Design Expectation: Deliver a high-quality, professional design that reflects the cutting-edge nature o...

I'm looking for a Zoho ex...streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving skills Your assistance will significantly help me to better manage inventory, streamline sales, and ...

I'm looking for a skilled CRM developer who can make some strategic adjustments to our CRM system. The goal is to enhance the platform with new features, optimize existing ones, and refine the user interface. Key Tasks: - Add new features: The new functionalities we're looking to introduce revolve around advanced reporting and analytics, and task automation. - Improve existing features: Your expertise in CRM development will be pivotal in refining the current features to make them more efficient and user-friendly. - Customization of user interface: A customized user interface is essential for a better user experience. The ideal candidate should have: - Proven experience in CRM development - Proficiency in integrating third-party software - Strong bac...

For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...