Sugar crm customisation jobs
I am looking for a skilled developer to create a small business CRM with a focus on sales pipeline management. The CRM should be desktop-based and I need it completed as soon as possible. Essential features for the CRM include: - Sales pipeline management - Contact management - Lead tracking Ideal Skills and Experience: - Experience in developing CRM systems - Strong knowledge of sales pipeline management - Proficiency in desktop-based application development If you have the necessary skills and can complete the project quickly, please submit your proposal.
...wireframe currently presents the main features we want to implement, but is lacking an experienced UI/UX designer to focus on the looks. The primary intention behind this project is threefold: - Improve overall user experience - Enhance visual appeal The designed SaaS should improve all the current designs. We have added inspirations around the design itself. The SaaS is focused on providing a CRM for Ecommerce sellers, so looking up customers, orders and tickets. Other inspiration is: , , in terms of look and feel. Ideal freelancers would have significant experience in UI/UX for SaaS applications, a strong understanding of current design trends, as well as a proven track record of designing interfaces that dramatically improve user engagement and experience
...potential, track sales and status reports Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services. Keep abreast of best practices and promotional trends Continuously improve through feedback Qualifications Proven work experience as a Sales Representative Excellent knowledge of MS Office Familiarity with BRM and CRM practices along with ability to build productive business professional relationships Highly motivated and target driven with a proven track record in sales Excellent selling, negotiation and communication skills Prioritizing, time management and organizational skills Ability to create and deliver presentations tailored to the audience needs Relationship management skills and openness ...
I need a Codeigniter developer with knowledge in PERFEX. I need to integrate My Bank's API based on another module's model
I'm looking for an expert developer to create a framework for integrating our CRM web application, , with Microsoft Graph API. The goal is to achieve a flawless full integration, encompassing all features provided on the CRM platform. Key Requirements: • Ability to perform a robust two-way synchronization between both platforms. • Deep knowledge of CRM tools, specifically and MS Graph API. • Proven experience in integrations and synchronizations. Ideal Skills: • Strong back-end development skills. • Experience in working with MS Graph API. • Proficient in achieving seamless integration between different platforms. By joining this project, you'll help to streamline our processes, making life easier for our sales team. The inte...
Project Title: Suite CRM RTL Implementation Preferred Language for Suite CRM Interface: Hebrew Additional Functionalities Required: No, just the RTL feature Assistance with SuiteCRM Training and User Adoption: No, we have it handled Description: - I am looking for a Suite CRM expert who can implement RTL (Right-to-Left) support for the interface in Hebrew language. - The project involves making the Suite CRM interface compatible with RTL languages, specifically Hebrew. - No additional functionalities or features are required apart from the RTL support. - We already have the training and user adoption for SuiteCRM covered, so no assistance is needed in that aspect. - The ideal freelancer should have prior experience in Suite CRM customization and RTL i...
I need an adept professional to upgrade and improve my current Odoo ERP module from version 15 to 17. The key areas for enhancement are: - Accounting and Finance - Reporting The goal is to streamline my inventory management, sales and CRM, along with accounting and finance. More specifically, I want to incorporate a well-developed SAFT (Standard Audit File for Tax) report in the updated version of the module. Essential skills and experience include: - Proficiency in ERP module upgrade, specifically Odoo. - In-depth understanding of accounting and finance modules for ERP systems. - Experience with SAFT reporting implementation. - Familiarity with version upgrades of Odoo, especially 15 to 17. My aim is to get not just technical expertise but also someone who can deliver a user-...
...experienced in FusionPBX and Elastix Integration with Vtiger CRM. We request solutions with both PBXs. If you can only make one of these, please do not hesitate to bid. The integration we want is not limited to just one CRM; we want to offer and use this CRM to multiple customers. Apart from the integration fee paid for the first integration, we want to move forward with a reasonable hourly support fee for the others. We need people who have had at least one or two project experiences on these issues to submit proposals. Below you can find what we want to do regarding integration. 1. Ensuring that the customer card or customer information is displayed via a pop-up that opens during an incoming call, 2. Registered numbers under any module in CRM can be call...
We have an existing CRM built on Microsoft Dynamics that requires improvement and automation.
Project Title: Laravel Chat-Implementation and Customisation I am looking for a Laravel developer to implement and customize a chat functionality for my website. We will provide the design, emoticons, etc. Chat framework can be used. Chat Functionality Requirements: - The chat functionality should include both one-on-one and group chat(group is optional) capabilities. - The chat should be real-time, allowing users to send and receive messages instantly. Also PWA notification will be added soon. - The chat should support sending text messages, as well as images and files. Ideal Skills and Experience: - Strong experience in Laravel development, with a focus on building real-time chat applications. - Proficiency in JavaScript and AJAX for handling real-time updates and message noti...
I'm in search of a proficient developer to construct a streamlined Real Estate CRM tool. This project should entail features such as: 1. **Contact Management:** For organization of potential, past, and current clients. 2. **Property Listing Management:** To oversee and manage property listings seamlessly. 3. **Sales Tracking:** To trace and record progress in sales operations. Moreover, the CRM tool should allow for direct integration with multiple websites and a landing page for effective lead capturing. It should be hosted on a cloud-based platform ensuring all-important data is safely stored. Ideal skills include experience with CRM development, website integration, cloud storage, and an understanding of the real estate industry. Please note, tracking ...
...store, essentially a platform that loads our website. Additionally, we're interested in incorporating a loyalty program within the same app, allowing customers to collect stamps and points for both online and in-store purchases. Furthermore, we desire an admin application capable of scanning customer barcodes for adjusting their rewarded points and stamps. All customer profiles must be linked to a CRM database, facilitating the sending of automated personalized offers. Features of the loyalty application: - Points system and rewards: Customers can earn points for their purchases and redeem them for rewards. - Referral program: Customers can refer their friends and earn additional points or rewards. - Gamification elements: Engaging features like badges, levels, or challenge...
We are in need of a skilled and highly experienced designer who specializes in creating modern and clean landing pages and websites using Go High Level CRM. The primary goal of the project is to generate leads, targeting the general public primarily. Key Requirements: - Expertise in using Go High Level CRM for website and landing page design - Familiarity with modern and clean design aesthetics - Past experience in creating conversion-optimized pages targeting the general public - Proven record in lead generation through well-crafted websites and landing pages Candidates who can balance form and function, demonstrate a deep understanding of lead generation techniques, and have a keen eye for modern and clean designs will be highly preferred. Here is the link of two lan...
...with the API that the Tax Office provides. BRIEF: At the moment we have already an initial design with most of the Custom modules in place. We have also the API connection to Webhotelier partially working. That means that we can feed prices and availability from Webhotelier to Zoho CRM. What we don;t have in place is the 2-way automation that if a reservation is completed in ZOHO CRM it’s not fed into Webhotelier List of bookings. Also when a booking is happening via our website online (via Webhotelier) then the CRM is not picking up the information. We need a strong developer with great skills in Zoho Deluge language but also understanding the business process of Zoho and its capabilities, so to suggest the right tools and paths to choose to achieve the o...
...work on a CRM application specifically designed for vtiger CRM. The main focus of this project is to implement Sales Pipeline Management functionality. Key Features and Functionalities: - Contact Management: The application should allow users to store and manage contact information efficiently. - Sales Pipeline Management: Users should be able to track and manage their sales pipeline, including leads, opportunities, and deals. - Task and Activity Tracking: The application should provide a way for users to track and manage tasks and activities related to their sales process. Ideal Skills and Experience: - Strong experience in UI development for CRM applications, preferably with vtiger CRM. - Proficiency in front-end technologies such as HTML, CSS, and JavaS...
Project Title: Create a ticketing and CRM API I am currently using auto task ticketing and CRM system. Functionalities required in the new API: - Automated ticketing Preferred programming language for the API development: - restAPI - PYTHON Skills and experience needed for the job: - Strong proficiency in Python programming - Experience in developing APIs - Knowledge of ticketing and CRM systems - Understanding of automated ticketing processes - Ability to integrate external services
...conversion. **Qualifications:** 1. Proven experience in a sales role, preferably in the travel or tourism industry. 2. Proficiency in both Hindi and English languages. 3. Excellent communication and interpersonal skills. 4. Strong negotiation and persuasion abilities. 5. Goal-oriented mindset with a track record of meeting and exceeding targets. 6. Familiarity with customer relationship management (CRM) software is a plus. 7. Ability to work independently and as part of a collaborative team. **Benefits:** 1. Competitive salary with performance-based incentives. 2. Travel perks and discounts. **How to Apply:** Interested candidates are invited to submit their resume along with a cover letter outlining their relevant experience and explaining why they are the ideal candidate fo...
...business, we're seeking an adept Zoho CRM developer for extensive customization and development to enhance our sales process. Specifically, your task would include: - Constructing a customized deals module with a sophisticated canvas, distinct pipelines, and adequate pipeline reporting. - Instituting a review and loyalty program to reward our dedicated customers and encourage repeat business. - Building an informative segmentation and marketing attribution module to aid with our marketing tactics and customer understanding. - Establishing a referral program for word-of-mouth advertising, leading to more potential customers. - Assisting with the integration of call tracking metrics to monitor our communication performance. - Providing support with CRM workflow ...
I need to customize Perfex CRM1. In the contacts module: Create field groupscreate new fields Create labels, User permissions to access certain contact groups, Create conditions Create custom tabs And that these creations can be created only by administrators. 2. Module for WhatsApp, attached video: No password required, only your name and email 3. Integrate taxable electronic invoicing with the tax system of my country 4. Create an accounting system This is the contact flow: https://miro.com/app/board/uXjVNKUsWmo=/ And these are the modules we would like to have: https://miro.com/app/board/uXjVNFBjncs=/ And a brief explanation of the company. What we need is to improve communication between the company and client, know the workload of our staff and communicate between the te...
Sales Calls Assistant - Researching and Acquiring New B2B Leads I am seeking a skilled and experienced sales calls assistant to join my team and help drive client acquisition for my company. The ideal candidate will hav...and follow up on potential opportunities - Collaborate with the sales team to ensure a seamless client acquisition process Skills and Experience: - Proven track record in B2B sales and lead generation - Strong communication and interpersonal skills - Excellent research and analytical abilities - Ability to confidently make sales calls and build rapport with potential clients - Familiarity with CRM systems and sales tools - Self-motivated and driven to achieve sales targets If you are a proactive and results-driven individual with a passion for sales and lead gen...
Sales person required for telemarketing in the maritime industry Ideal Skills and Experience: - Previous experience in telemarketing and sales - Knowledge of the maritime industry - Excellent communication and persuasion skills - Familiarity with CRM software Job Description: - Conduct telemarketing calls to potential customers in the maritime industry - Promote and sell products/services to increase sales - Build and maintain relationships with customers - Provide excellent customer service and address any inquiries or concerns - Meet or exceed sales targets on a regular basis - Maintain accurate and up-to-date records of all sales activities - Collaborate with the marketing team to develop effective strategies and campaigns - Stay updated on industry trends and competitors'...
We are looking for an experienced Ruby on Rails developer with knowledge of PostgreSQL and Ubuntu on Prem to extend and enhance our CRM/miniERP system. Specific Features: - Fancy Bill of Material & Stock extension - Creation of distribution workflows Integrations and APIs: - No specific integrations or APIs need to be implemented Performance and Security: - High security is required for modern Web Applications Ideal Skills and Experience: - Strong experience in Ruby on Rails development - Knowledge of PostgreSQL and Ubuntu on Prem - Familiarity with CRM/miniERP systems is a plus - Understanding of Bill of Material and stock management would be beneficial - Ability to create distribution workflows - Expertise in web application security If you have the skills and exp...
...Bachelor's degree in Marketing, Business Administration, or a related field. Minimum of 5 years of proven work experience in marketing roles, with a focus on executing marketing campaigns and strategies. Solid understanding of various marketing channels, including digital marketing, content marketing, and traditional marketing methods. Proficiency in marketing software and tools (e.g., Google Analytics, CRM platforms, social media management tools). Strong analytical skills with the ability to interpret data and make actionable recommendations. Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams. Creative thinking and problem-solving abilities, with a results-driven mindset. Ability to work in a fast-paced...
Need to do some more development on a Zoho One system making changes to the Flow and Forms aligned to the Zoho CRM, Sign, Billing (Subscriptions) and Desk apps. Some initial bug fixes required now, but then next month a more complex change to the current Flow and integration to another app
Project Title: Leads for Microsoft Dynamics CRM consultancy services for small to medium size businesses We specialise in Microsft Dynamics CRM consultancy services, and looking for small to medium businesses looking for services we offer. I am looking for leads for my Microsoft Dynamics CRM consultancy services. The ideal candidate should have experience in generating leads for small businesses in any industry. Skills and Experience: - Proven track record in generating leads of small to medium size businesses - Excellent communication skills, specifically in email outreach - Ability to effectively identify potential leads and nurture relationships through email communication Responsibilities: - Generate high-quality leads for Microsoft Dynamics CRM consult...
We're in urgent need of an expert Zoho CRM specialist in London. Given we're in the copper recycling business, we require a user-friendly CRM system similar to SALES INBOX which will assist with the tracking process. We are looking for freelancers with: -Skilled in ZOHO CRM and SALES INBOX application -Experience in startup work environment -An ability to work quickly, as we need this project done ASAP We are aware of the SALES INBOX application encapsulated within Zoho CRM and are particularly interested by its features and functionality. Therefore, we seek a freelancer who is not only an expert in Zoho CRM but also has specific experience with the SALES INBOX application. This specialist will assume the responsibility of setting up a new ...
MERN stack app and need to add file uploads to it, the files must be saved in mongodb. the files are submitted in various forms and sometimes there are more than one file per form. I need to be able to download this / CRM
I'm in need of an experienced Odoo v16 developer with a deep understanding of the software's intricacies, particularly in the areas of: - Inventory Management - Customer Relationship Management (CRM) - Accounting and Finance While the client hasn't defined specific functionalities, the selected freelancer is expected to have a highly-developed grasp of these areas, with the goal of seamlessly customizing and integrating them based on the project's evolving requirements. In your application, please include details of: - Past work related to Odoo v16 - Overall experience working with this platform - A detailed project proposal based on the information provided Considering the client hasn't provided specific integrations yet, a proven track record in inc...
Hello all, Hope all are doing well. I am looking for a CRM for construction company which should have below functions - Client Management - Warehouse and Inventory Management - Invoice Builder and sender to client or user - Project management - Employees management - Material management - Delivery Management - Live project updates - Team / Client / Group communication More details can be provided to selected freelancer. Looking for an Individual and if you have pre built solution then you will be first choice.
I am looking for a freelancer who can help me with the customization and configuration of Microsoft Dynamics CRM. Specifically, I need assistance in implementing sales and marketing automation functionalities. Ideal Skills and Experience: - Experience in customizing and configuring Microsoft Dynamics CRM - Proficiency in implementing sales and marketing automation features - Strong understanding of CRM best practices and industry standards Additional Information: - Microsoft Dynamics CRM will be my primary CRM system, so there is no need for integration with any other CRM system. - I do not require any specific training or support after the system is set up, as I am confident in managing it on my own.
I'm seeking a knowledgeable expert in Salesforce to help me craft a compelling technical presentation. The aim is to educate an audience about Salesforce technology through the demonstration of its configuration, customization, and integration with other systems, including CRM, ERP, and Marketing Automation. - Expertise needed: * Demonstrated ability in Salesforce configuration and customization * Proven experience integrating Salesforce with CRM, ERP, and Marketing Automation systems. This project requires an astute understanding of these systems to provide an informative and cohesive presentation.
...The main goal of this project is the development of a SaaS application aimed at simplifying customer relationship management (CRM), HR for small businesses. Key Features and Functionality: * While specific features were not selected, it is important to have a robust user authentication system. Data management and secure storage systems are crucial, and the integration of payment functionalities should be feasible. Ideal Candidate: * Expertise in Node.js, React, PHP, and Angular * Previous experience with CRM SaaS applications and understanding their workings * Knowledge of secure data handling and storage * Experience with payment integration systems By making CRM easier for small businesses, the application will ideally become an essential tool in managing thei...
I am looking for a skilled app UI Designer and developer to redesign my CRM app on Flutter. The project will involve improving the user interface, functionality, and performance of the app. Specific requirements for this project include: Details are being attached.
...proficiency in the crafting and execution of spectacular website layouts, as well as developing and managing robust databases. - Efficiency in debugging and problem-solving skills to address any bugs that pop up, and maintain the smooth operation of our web platforms. This calls for a multi-talented Laravel connoisseur who can start immediately. Apply now if you fit the above criteria. Auction Customisation Required also need to display some Lables from database 3. a) Bid Increment - Automatically - Submit b) 2000 (+ , _) c) Auto Bid (40000- 1000+) d) After submission of other bid i can only submit e) Max Bid Upto 10 times of Last Bid f) 1.58 pm 3 Minute 2.01, 2.04...
I'm in need of a skilled graphic designer to create a professional and formal-toned flyer for our IT service company. This flyer isn't just about promoting services; its main purpose is to attract potential clients. Here's what I need to be prioritized: - Web Development - App Development - Marketing - Cloud and CRM In terms of color palette, our brand uses dark red and dark blue. The logo will be provided later. Please refrain from including any illustrations of people in the design. Ideal candidates should have: - Solid experience in Graphic Designs. - Familiarity with IT terminologies. - Ability to implement brand identity in designs. - Strong communication skills. - Ability to adhere strictly to deadlines. Please include samples of past work in your propos...
...Management: Develop and execute effective sales campaigns using Zoho One & CRM. Analyze campaign performance and optimize strategies for better engagement and conversion rates. Database Management: Integrate and manage our sales databases within Zoho One & CRM. Ensure data accuracy and consistency across the platform. Provide solutions for efficient data retrieval and reporting. Training and Support: Provide training and support to our team in using Zoho One & CRM for sales activities. Troubleshoot any issues related to the Zoho platform. Reporting and Analysis: Regularly report on campaign performance and database health. Offer insights and recommendations for improvements. Required Skills: Proficiency in Zoho One & CRM and related appli...
I am in need of a virtual assistant to handle cold calling and lead generation tasks for my project. YOU WILL BE PAID ON PERFORMANCE BASIS. I REWARD HARD WORK ONLY. SHOW ME RESULTS AND EFFORT, THEN GET PAID. Tasks: - Cold calling potential customers to generate sales leads - Conducting research to identify potential leads - Collecting c...potential leads Target Market: - I am specifically targeting individual consumers for my project Desired Results: - My main goal is to increase product or service sales through these sales and lead generation efforts. Skills and Experience: - Previous experience in cold calling and lead generation - Excellent communication and negotiation skills - Knowledge of sales techniques - Familiarity with CRM software - Strong research and analyti...
I'm in need of a GoHighLevel expert who can help me utilize the platform to its fullest potential. I'm specifically looking for help with: - Setting up and fine-tuning my marketing automation - Creating effective sales funnels - Managing the CRM to ensure smooth operations The end goal is to increase lead generation, improve customer engagement, and streamline sales processes. An individual with prior experience in accomplishing these objectives will be highly valued. Additionally, I already have branding elements that need to be incorporated into the project; your design skills will be advantageous if you have them. Are you the GoHighLevel expert I'm looking for? Bid now. https://miro.com/app/board/uXjVOkMWH7w=/?share_link_id=623952120941 we need to build out...
...with potential leads through phone calls, emails, and other communication channels. Clearly communicate the value proposition of the products or services to generate interest and curiosity. Qualification: Assess and qualify leads based on predefined criteria, ensuring they align with the company's target customer profile. Document and update lead information in the Customer Relationship Management (CRM) system. Collaboration: Work closely with the sales team to understand their needs and priorities. Provide regular updates on lead generation activities and collaborate on strategies to improve lead quality. Reporting: Generate and analyze reports on lead generation metrics, such as conversion rates, to assess the effectiveness of different strategies. Provide insights and rec...
I need a skilled developer to enhance the functionality of my Zoho Inventory, focusing on sales orders aspect. The key task is to enable the selection of multiple warehouses for a single item without duplicating the item. Here are some preliminary requirements: - Prior experienc...item without duplicating the item. Here are some preliminary requirements: - Prior experience in Zoho Inventory customization is paramount. - The end result should closely mirror the functional capacity of the Zoho Books platform. - Showcase examples of past Zoho projects in bid proposal. Applying freelancers should strive to demonstrate their hands-on experience in Zoho inventory or similar CRM systems. This will help me understand your capabilities and how effectively you can address the project req...
I am in need of an expert Virtual Assistant who is proficient in various tools such as , zapier, canva, and Zoho CRM. The project primarily involves project management tasks and requires someone who can handle data entry and organization, email management and communication, as well as social media management and content creation. Skills and Experience Required: - Proficiency in , zapier, canva, and Zoho CRM - Strong project management skills - Excellent data entry and organization abilities - Experience in email management and communication - Social media management and content creation expertise The ideal candidate should have previous experience in utilizing the mentioned tools and should be proficient in all of them. The project is expected to require less than 10 hours
...Customer Relationship Management (CRM) solution, specifically concentrating on certain features. Key CRM functions: - Contact and interaction tracking: Keeping tabs on every interaction our team has with our customers. - Sales forecasting: Utilizing data-driven insights to anticipate future sales. - Lead generation and follow-up tracking: Effectively managing potential leads and follow-ups. While I'm not sure of the integration requirements with other software or platforms at this moment, your flexibility and adaptability in this regard would be appreciated. Ideal expertise for this project includes: - CRM software development - Understanding of sales strategies - Ability to incorporate all specified features into the software - Experience with leading ...
[only bidders/applicants from Mumbai will be shortlisted] Customer Service Representative – Proficiency in English Required First Screen is in search of a Freelance Customer Service Representative to work remotely. If you possess customer care skills, we encourage you to apply. Number of openings: 2 Working ...understanding, resolving problems professionally and promptly. • Provide accurate, valid, and comprehensive information about our products and services. • Contribute to the enhancement of Customer Service guidelines and procedures. Competencies: • Customer service-oriented with a minimum of 1 year of international call center experience. • Fluent in English is a must. • Familiarity with CRM/Zendesk systems and practices. &bul...
Integrate a CRM to a Scheduling/POS software for an existing business Ideal Skills and Experience: - Experience with integrating CRM systems into existing software - Knowledge of the chosen CRM system (Salesforce, HubSpot, Zoho CRM) - Proficiency in lead management functionalities
I am looking for a call center in either Philippines or India to handle debt collections for...should be able to handle sensitive and difficult conversations professionally. - Experience in working with financial institutions or debt collection agencies is a plus. Skills and Experience: - Experience in debt collections and knowledge of relevant laws and regulations. - Excellent communication and negotiation skills. - Ability to handle challenging and emotional situations. - Knowledge of CRM software and call center technologies. - Familiarity with financial institutions and debt collection processes. - Proven track record of successfully recovering outstanding debts. If you meet these requirements and have the necessary skills and experience, please contact me with your proposal. ...
Seeking mid- to high-level remote sales agents with experience in inbound sales for a long-term position in the te...inbound sales is the minimum requirement. - Proven track record of successfully closing sales and meeting sales targets. - Strong communication and interpersonal skills to build rapport with customers. - Ability to understand customer needs and provide tailored solutions. - Familiarity with technology products and the ability to explain their features and benefits. - Proficient in using CRM software and other sales tools is a plus. - Self-motivated and target-driven individuals. We offer: - Competitive base salary, commission structure, and HR benefits after a successful probation period. - The opportunity to work remotely. - Ongoing training and d...
Build an ERP for Training Institute with below functionalities 1)CRM 2)Fee Management 3)LMS(Video Tutorials, Tests , Assessments, Tasks) 4)Batch Management 5) Attendance Management 6) Placement Management
I'm looking to develop a comprehensive client-dealer portal which allows interaction and operations between both user types. Ideally, the specialist I hire will have experience in: - User Rights Management: The portal should be accessible to both clients and dealers, granting each their own specific rights and permissions, contributing to a seamless flow of activ...each their own specific rights and permissions, contributing to a seamless flow of activities between the two The functionalities have been defined but I'm open to suggestions based on your expertise and experience in creating similar online portals. This project could evolve with intelligent recommendations and well-defined execution plans. Need someone who has experience in integrating Zoho CRM with the por...
The development of a web-based CRM system that accompanies the entire life cycle of a product, starting with order management, shipping, warehousing, invoicing, defect management and customer interaction. Developing a responsive design for optimal use on different devices.
