Ruby crm erp jobs

Filter

My recent searches
Filter by:
Budget
to
to
to
Type
Skills
Languages
    Job State
    2,000 ruby crm erp jobs found, pricing in USD

    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...

    $2124 (Avg Bid)
    $2124 Avg Bid
    47 bids

    I am seeking to develop a multi-featured ERP system. The ideal candidate will have a strong command of Express, MySQL, , and TypeScript, and a solid understanding of the requirements of an ERP system. Main Features: - Inventory Management: This will need to include stock tracking and control, order fulfillment and shipping, and product categorization and management. - Sales and Order Management: This will need to incorporate vital functions for sales management, customer management, and suppliers management. - Financial Management: Comprehensive financial management capabilities including accounting, payroll management, and application subscriptions management. Additional Features: - Multi-company support: I require a multi-tenant system to accommodate multiple companies. -...

    $1060 (Avg Bid)
    $1060 Avg Bid
    56 bids

    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 ...

    $4307 (Avg Bid)
    $4307 Avg Bid
    35 bids

    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...

    $1096 (Avg Bid)
    $1096 Avg Bid
    82 bids

    I need a skilled Ruby on Rails expert for a project I'm working on. I need someone who understands the Ruby on Rails framework inside out and can work on our project efficiently. The specific tasks may include: Please check the document before applying the jobs Thank you

    $109 (Avg Bid)
    $109 Avg Bid
    16 bids

    ...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 compr...

    $16645 (Avg Bid)
    $16645 Avg Bid
    35 bids

    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...

    $195 (Avg Bid)
    $195 Avg Bid
    2 bids

    ...extracting insights on our performance and helping to guide our future financial strategies. I currently use Tally prime ERP as my accounting software. So, experience with this tool is a plus, although not essential as long as you're adaptable to learning new platforms efficiently. You'll be working with 1-3 years of financial data. Thus, I need someone with a solid track record in this area. Your attention to detail and ability to spot trends and irregularities will be key in this role. Ideal Skills and Experience: - Prior experience in general bookkeeping, tax preparation, and financial statement analysis. - Proficiency with accounting software, preferably Tally prime ERP. - A proven track record of handling 1-3 years of financial data. - Strong knowledge o...

    $3 / hr (Avg Bid)
    $3 / hr Avg Bid
    13 bids

    ...LinkedIn profiles of interested clients. The selected candidate will be required to provide 15 client profiles meeting the specified criteria. Payment: A fixed payment of $999 will be made upon successful completion of the project. Requirements: Proven experience in client outreach and information gathering. Ability to effectively communicate with potential clients. Familiarity with NetSuite ERP systems preferred. Attention to detail and accuracy in gathering client information. Timely completion of the project within the specified timeframe. Candidates interested in this project must provide 2-3 examples of similar work and demonstrate their ability to complete the project promptly. We look forward to collaborating with a qualified professional to gather client information ...

    $1282 (Avg Bid)
    $1282 Avg Bid
    7 bids

    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...

    $143 (Avg Bid)
    $143 Avg Bid
    35 bids

    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...

    $7 / hr (Avg Bid)
    $7 / hr Avg Bid
    46 bids

    I'm looking for a proficient Ruby on Rails developer for an online marketplace Ideal Skills: * Strong experience in Ruby on Rails * Prior experience with online marketplace platforms * Knowledge of API integrations (MAP TRANSLATOR PAYMENTS OTP) Please ensure you have these skills and experience before placing a bid, as it will be a key determinant in my selection process. I'm looking forward to working with a professional who can help enhance my platform's functionalities.

    $1204 (Avg Bid)
    $1204 Avg Bid
    10 bids

    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.

    $16 / hr (Avg Bid)
    $16 / hr Avg Bid
    4 bids

    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...

    $83 (Avg Bid)
    $83 Avg Bid
    3 bids

    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. ...

    $110 (Avg Bid)
    $110 Avg Bid
    26 bids

    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.

    $20 / hr (Avg Bid)
    $20 / hr Avg Bid
    45 bids

    I am in need of a robust and efficient ERP solution for our educational institution that is capable of managing more than 100 users. This project requires expertise in creating modules for: - Student Management - Teacher Management - Course Management While specifics for the Overall Educational Management module were not provided, the developer should be prepared for potential requirements like Timetable Management, Attendance Tracking, and Grade Management. Ideal candidates for this project will have extensive experience with ERP system development, specifically for educational institutions. Experience handling systems with large numbers of users is crucial. Your proven track record in delivering high-quality, custom ERP solutions will be highly regarded.

    $2347 (Avg Bid)
    $2347 Avg Bid
    34 bids

    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.

    $85 (Avg Bid)
    $85 Avg Bid
    11 bids

    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...

    $11 / hr (Avg Bid)
    $11 / hr Avg Bid
    41 bids

    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.

    $29 / hr (Avg Bid)
    $29 / hr Avg Bid
    8 bids
    Data Analysis 6 days left
    VERIFIED

    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...

    $178 (Avg Bid)
    NDA
    $178 Avg Bid
    42 bids

    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 ...

    $35 / hr (Avg Bid)
    $35 / hr Avg Bid
    39 bids

    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...

    $13 / hr (Avg Bid)
    $13 / hr Avg Bid
    53 bids

    ...full-fledged ERP system, akin to SAP, but with a customized bidding module. Key Features: - Inventory, Financial, Human Resources Management: The system should include these traditional ERP features. - Bidding Module: This module is crucial. I require an intuitive, user-friendly system for creating and managing bid requests. The system should display bid status and progress accurately and in real-time. Moreover, automatic notifications of bid results are essential for the smooth functioning of the module. Design Preferences: - The design of the bidding module is paramount. It should be clean, minimalistic, and modern. I'd also like some customization options available for the design to suit our company's branding and aesthetics. Ideal Skills: - Proven experie...

    $2680 (Avg Bid)
    $2680 Avg Bid
    97 bids

    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...

    $403 (Avg Bid)
    $403 Avg Bid
    72 bids

    I'm looking for a dedicated remote team for the full-scale development of a cross-platform ERP Travel App using React Native. Key Features: - Robust Booking System: The app should have an efficient booking system to handle reservations. - Seamless Payment Integration: A secure payment gateway that supports multiple payment modes. - Multi-Language Support: The app should cater to a global audience by supporting multiple languages. - Accounting Integration: The app should be built with an accounting system. - In-App Chatbot: A sophisticated chatbot to assist users and provide support. Platform Compatibility: - The ERP Travel App should be compatible with: - iOS - Android - Web Target Audience: - The app is targeted at: - Travel agencies - Individual travelers ...

    $1281 (Avg Bid)
    $1281 Avg Bid
    126 bids

    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...

    $47 (Avg Bid)
    $47 Avg Bid
    16 bids

    I need a skilled Ruby on Rails expert for a project I'm working on. I need someone who understands the Ruby on Rails framework inside out and can work on our project efficiently. The specific tasks may include: Please check the document before applying the jobs Thank you

    $147 (Avg Bid)
    $147 Avg Bid
    35 bids

    ...- Fetching Real-Time Data for Dashboards: The application should be able to update in real-time using data from external sources. - User Authentication and Management: Secure management of user data and access rights is a key component of the MVP. - Payment Processing: The MVP will handle payment processing, which must be seamless and efficient. - CRM and B2C Product Interface: The MVP should provide a user-friendly interface for CRM operations and B2C interactions. The ideal freelancer for this project would have extensive experience in and Material-UI (MUI). Additionally, experience with Figma and its integration with code generation would be a significant advantage, as it is required to generate production-ready code from the Figma designs. If you're a f...

    $1582 (Avg Bid)
    NDA
    $1582 Avg Bid
    8 bids

    ...Consulting & Advisory & ERP implementation Key Responsibilities: - Prospecting & Lead Generation: Conduct outbound & inbound prospecting activities such as cold calling, email campaigns, and social selling to identify and engage with potential customers. - Lead Qualification: Conduct thorough research to gather information about prospects and understand their pain points. - Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs to position Transitials’ services as a solution. - Value Demonstrations: Collaborate with internal teams to take up advanced stage discussions for qualified leads. Ensure a smooth handoff of leads to the sales te...

    $319 (Avg Bid)
    $319 Avg Bid
    6 bids

    I'm seeking a web developer that specializes in business software applications. The project involves creating an intuitive, user-friendly business management software that incorporates both customer relationship management (CRM) and robust detailing of accounting and finance features. Key Requirements: - Expertise in web development, specifically for business applications. - Awareness of CRM features and capabilities. - Proficiency in designing and integrating accounting and finance capabilities. - Excellent usability design skills to ensure the software is easy to navigate. This job requires a developer who has experience in crafting comparable software and a keen understanding of business management functions. The successful candidate will combine these skills to pr...

    $715 (Avg Bid)
    $715 Avg Bid
    107 bids

    I'm in need of an expert in Odoo, specifically versions 14-17. I require assistance with several modules including Accounting, Inventory Management, CRM, and Website Builder. The upshot of this project is aimed at: - Streamlining accounting processes: I expect stride in the management and oversight of financial operations. - Improving inventory management efficiency: I'm seeking enhanced visibility and control over stock levels and order fulfillment. - Enhancing customer relationship management: I need solutions to better manage and analyze customer interactions and data. - Creating a professional website: I require a robust online presence to represent my business professionally. Ideal candidates should possess prolific knowledge, and have substantial experience in Od...

    $4 / hr (Avg Bid)
    $4 / hr Avg Bid
    5 bids

    I'm in need of skilled freelancers who can assist me with a Business-to-Business (B2B) outbound sales calling project. The primary aim of this t...and maintaining rapport with prospects - Identifying and qualifying sales leads - Following sales scripts and pitch guidelines Key Requirements: - Proven experience in outbound sales calling, especially in a B2B context - Strong communication and negotiation skills - Ability to handle objections and rejections tactfully - Persistence and resilience in a sales-driven environment - Familiarity with CRM software and sales processes Ideal candidates should be results-oriented, self-motivated, and possess a genuine interest in sales. Your contributions will play a crucial role in the success of our sales campaigns. Looking forward to wo...

    $10 / hr (Avg Bid)
    $10 / hr Avg Bid
    7 bids

    ...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

    $408 (Avg Bid)
    $408 Avg Bid
    16 bids

    I require a skilled freelancer with experience in Amazon Web Services (AWS). We have a an ERP Developed on Laravel which is currently on a On-Premise Windows Server. We would like to move the application to AWS using a windows OS and SQL Server Database. Please guide as to which option would be better. The selected freelancer would have to set up a Windows operating system. Skills and Experience Required: - Proficiency in AWS, - Demonstrated experience deploying Please ensure to include examples of your previous AWS work in your bid. Your ability to efficiently handle tasks in the AWS environment is paramount for this project.

    $93 (Avg Bid)
    $93 Avg Bid
    32 bids

    ...professional company that can deliver a wide range of digital marketing and development services. The ideal provider should have strong experience and expertise in the following areas: - Social Media Advertising: Proficient in advertising on YouTube and other social sites. Must have a deep understanding of audience targeting, ad design, and budget optimization. - CRM and Funnel System: Capable of creating and implementing a comprehensive CRM system along with a funnel system. The provider should be able to manage leads effectively and increase customer conversions. - Emailing & Appointment Scheduling: Experienced in setting up and managing email campaigns and online appointment scheduling. The provider should be able to design engaging email content and optimize sched...

    $1023 (Avg Bid)
    $1023 Avg Bid
    71 bids

    ...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

    $12 (Avg Bid)
    $12 Avg Bid
    5 bids

    We are in need of a skilled freelancer experienced in Method CRM to help optimize its usage for our business. Key aspects of the project include: - Customization: Tailoring the system to suit our specific business requirements, including the automation of certain processes and the addition of specific fields. - Integration: Ensuring seamless integration of our existing systems with Method CRM. This may include email marketing platforms or other software we utilize. We're looking for someone who's proficient in Method CRM and has a proven track record of customizing and integrating similar systems for businesses. Your understanding of CRM best practices and ability to adapt systems to meet unique business needs will be highly valued.

    $158 (Avg Bid)
    $158 Avg Bid
    42 bids

    We are developing a cutting-edge, modular, and cloud-based CRM and ERP system designed specifically for startups and small to medium-sized enterprises (SMEs). This all-in-one solution will streamline essential business functions, including finance management, sales management, marketing management, human resources management, inventory and supply chain management, project management, and tech support management. Key Features: 1. Modular architecture: Users can customize the system by selecting the modules they require, enabling easy scalability and cost-efficiency. 2. Seamless integrations: The system will integrate with popular business tools and platforms, ensuring a seamless workflow and data synchronization. 3. Intuitive interface: The user-friendly interface and respon...

    $2491 (Avg Bid)
    $2491 Avg Bid
    54 bids

    We are in search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis. If you are p...

    $14 / hr (Avg Bid)
    $14 / hr Avg Bid
    24 bids

    ...skilled app developer to create a bespoke CRM mobile software that's user-friendly and appealing. This app will allow users to send/receive messages, add notes, and monitor progress of their cases or services. Key Features Include: - Real-time messaging: Let users engage with each other instantly. - File attachment: Incorporating a feature to allow file sharing. - Push notifications: To keep users updated. Moreover, the application will include a Subscription Services feature for monthly recurring payments. Lastly, it will need a Referral Tracking feature. The tracking should be capable of determining the source of each referral. The ultimate developer for this project will possess strong experience in IOS and Android app development, especially with CRM applicat...

    $593 (Avg Bid)
    $593 Avg Bid
    170 bids

    ...for a developer experienced in .NET Core and Umbraco to make modifications to an existing Umbraco project. The main focus will be on changing the CSS and the Free Trial form, which needs to be integrated with a CRM system. Key Requirements: - Proficiency in .NET Core and Umbraco - Skilled in CSS customization - Experience with CRM integrations - Understanding of user authentication in Umbraco The main tasks include: - CSS changes to improve the overall look and feel of the site - Customizing the Free Trial form, particularly: • Layout and design adjustments • Integration with a CRM system for effective lead management Your expertise in Umbraco components, particularly in navigation menus, contact forms, and image carousels, will be beneficial for th...

    $16 / hr (Avg Bid)
    $16 / hr Avg Bid
    61 bids

    I'm on a continuous hunt for an Odoo expert to assist in the enhancement of the Odoo v8 ERP system for our operation. Key tasks would include: * Efficient management of Sales, Inventory, Accounting, and Finance modules. * Customization to modify existing features and creation of new ones, fixing existing bugs for seamless operation. * Keep up with our eCommerce operations and integrate the ERP system with it as needed. To be successful in this project, you should have considerable experience with the Odoo v8 ERP platform, be skilled in customization of its modules, and have a knack for bug fixing. A background in eCommerce would be particularly beneficial. The ability to work proactively and consistently, in line with our operational needs, is a must.

    $25 / hr (Avg Bid)
    $25 / hr Avg Bid
    39 bids

    ...documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. The freelancer needs to create content and make changes according to the agency's () requirements in the different tabs and menus of the CRM system. The freelancer will also need to update the same content in the actual CRM system. Additionally, the freelancer must send a complete file containing all the content created for the project separately, including demo proposals. Responsibilities: 1) Collaborate with our CRM team to understand our current processes and r...

    $11 (Avg Bid)
    $11 Avg Bid
    4 bids

    I'm in need of a professional to help populate my BIGIN CRM with contact information from an Excel file. The task will involve: - Transferring data from Columns A, B, C of my Excel file to BIGIN CRM. - Achieving appropriate data segregation based on geographic location within the CRM. This task will require a keen attention to detail and strong experience in and BIGIN CRM and integrate emails to Outlook. A solid understanding and experience in data segregation & bIGIN PLATFORM is also key for successful delivery of this project. The aim is to streamline my contacts for easier management. Your keen knowledge of geography and ability to dissect contact data is highly needed.

    $10 (Avg Bid)
    $10 Avg Bid
    3 bids

    ...ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM software to organize and manage project-related information efficiently. Software Proficiency: Must be proficient in Microsoft Office Suite, Google Suite, CRM software, and familiar with AI tools for research and data management. Additional experience with software development tools is a plus. Professional Attributes: The ideal candidate will have experience in supporting roles within the technology sector, especially those that involve substantial use of...

    $11 / hr (Avg Bid)
    $11 / hr Avg Bid
    17 bids

    ...ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM software to organize and manage project-related information efficiently. Software Proficiency: Must be proficient in Microsoft Office Suite, Google Suite, CRM software, and familiar with AI tools for research and data management. Additional experience with software development tools is a plus. Professional Attributes: The ideal candidate will have experience in supporting roles within the technology sector, especially those that involve substantial use of...

    $20 (Avg Bid)
    $20 Avg Bid
    30 bids

    ...Integrations: - Price comparison, GPS and mapping services - vehicle search API, Third party services for warranties and ancillary products - AI Tools like and SalesGPT for handling inbound and outbound calls - API integrations to the CRM/back office we decide on Primary Objectives: - Enhance user experience - Improve efficiency in managing listings and leads - Act as intermediary between dealership and user to enable buyers agent service Ideal Skills: - Proficiency in Flutterflow and GoHighLevel, Suite CRM or other turnkey solutions - Experience with integrating APIs from various service providers - Prior work with AI agent integration, especially in a marketplace setting - Strong communication to understand the omnichannel support required - Design skills for an

    $2410 (Avg Bid)
    $2410 Avg Bid
    119 bids

    I'm in need of a skilled web designer who can craft modern, minimalist, and highly functional landing pages. Your main task will be to create visually appealing pages that effectively capture leads for a CRM platform. Key Requirements: - Expertise in web design, particularly with landing pages. - Prior experience with integrating landing pages with CRM platforms. - A keen eye for modern, minimalist visual styles. - Understanding of lead capturing mechanisms in design. - Ability to ensure the pages are fully functional and user-friendly. Your work will be pivotal in converting visitors to leads, so a strong portfolio demonstrating successful lead-capturing designs is a major plus.

    $107 (Avg Bid)
    $107 Avg Bid
    14 bids