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    5,000 zoho crm jobs found, pricing in USD

    I'm seeking an experienced freelancer who can integrate CCC with Tally ERP 9 to elevate our Customer Relationship Management (CRM) system. With your expertise, we aim to advance how we interact and understand our customers, focusing on improving feedback collection and analysis. **Core Requirements:** - **Extensive Experience with Tally ERP 9:** You should have a deep understanding of Tally ERP 9, having used it extensively in the past. Your experience will be crucial in seamlessly integrating CCC with Tally ERP. - **CRM Integration Skills:** Proficiency in integrating CRM solutions with ERP systems, specifically enhancing customer feedback mechanisms within Tally ERP 9. - **Feedback Analysis:** Ability to implement methods for collecting and analyzing custome...

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    ...**Key Responsibilities:** -Creating class registers with data taken from ZOHO CRM and transferred onto a word document Creating emails with certificates that are to be sent to students upon completion of courses entering new customers into the CRM **Skills and Experience:** - **Experience Level:** I am seeking someone with an intermediate level of experience in administrative roles. This means you should already be familiar with the tasks listed and can perform them with minimal supervision. - **Software Proficiency:** Strong skills in Microsoft Office applications, especially Word and Excel, are essential. You should also be comfortable using various email platforms like Gmail and Outlook. Experience with any CRM software is highly advantageous and will p...

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    I'm in need of an experienced Zapier Automation Specialist to streamline and enhance my recruitment process. The main goal is to automate resume parsing, ultimately reducing administrative tasks and increasing efficiency within Pipedrive Key Requirements: - Implement a solution able to extract vital information from resumes - Ensure seamless integration with existing Pipedrive CRM Ideal Candidate: Expertise in Zapier automation is a must. Previous experience in automating HR processes, particularly with resume parsing solutions, is a highly valued asset. Understanding of various HR systems and software will be advantageous, though the specific software we use will remain confidential until project commencement. Enthusiasm, problem-solving skills, and a keen eye for detail a...

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    ...today. Ask us how we’ve helped others, and how we can help you. If not now, when? This is our logo: and should be used at the top of the banner. Service we offer; Social Media, Bookkeeping, Admin support and more! Personal & Executive Administrative Tasks Administrative/Executive Support Back Office Operations Bookkeeping Sales & Marketing Support Social media, Content, Websites & more! CRM, follow up, correspondence, emails Appointments, follow ups, engagement Data Entry, Research & data Management Calendar: scheduling SCHEDULING APPOINTMENTS We like the look of these 2 images, not the use of both. They would need to be recreated and modified from originals sourced from the internet. Change to: Top Reasons Why Your Business Needs a Virtual A...

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    We’re looking for an experienced Java programmer with a strong background for Spring, Swing, and mobile support. Also, we require experiences on CRM and ERP programs covering Invoice, POS, Accounting of AR/AP, Inventory, Employee & Payroll,.. The project is expected to last for more than 3 months, so the ideal candidate should be committed and available for a longer duration. We will discuss the project in details with the selected coder. Please write down the “Understand” text Otherwise, your bidding will be neglected. If you have the necessary skills and experience, please submit your proposal along with relevant examples of your past work. 1. The first 2 weeks will be a trial period with 20 hours per week and 40 hours after a trial period. 2. The hourly ra...

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    ...leads from our company website - Establish and nurture client relationships through phone calls, emails and any instant messaging services we may utilize - Handle all initial customer inquiries and gather necessary information by taking an application Required Skills and Experience: - Prior experience in customer service is strongly preferred - Familiarity with customer relationship management (CRM) systems would be beneficial - Excellent communication skills - A highly motivated and results-driven approach This project offers a unique opportunity to contribute to our company's sales function from the comfort of your own home. Demonstrate your commitment to customer service and proficiency in lead conversion and be part of our success story. Apply now if your skills and ex...

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    GoHighLevel Expert Needed 6 days left
    VERIFIED

    We are looking for a GoHighLevel assistant to build flows, pull custom reports, connect lead forms and general CRM maintenance. This will be on an ongoing basis, part-time. GoHighLevel and CRM experience is a MUST. We only work with ONE franchise business with the exact same setup across all locations so this will be very simple once you learn the business. The main task will be pulling reports on a weekly basis for 15 locations.

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    Current site is built on core PHP and running on PHP 5.6. Need immediate update to latest PHP version. Site have the following functionalities: - User registration and login; - E-commerce capabilities; - CMS; - CRM; - Front end customer panel and admin panel; - Cronjobs. At stage one the only requirement is to update the site to latest PHP. Future work will include complete conversion to WP and turning existing PHP code into custom plugins

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    Hebrew CRM Email & PDF Fix 6 days left
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    ...languages, enabling seamless presentation and readability for Hebrew-speaking users. **Ideal Skills and Experience:** - Proficiency in Hebrew and English languages. - Experience with CRM systems, particularly in customizing and translating email templates. - Familiarity with RTL language format adjustments, specifically within PDF documents. - Strong background in UI/UX design, with the ability to implement RTL support without compromising functionality. - Ability to follow provided video instructions and replicate the demonstrated requirements. By joining this project, you will play a crucial role in optimizing our CRM for Hebrew users, ensuring a user-friendly experience that accommodates their language and cultural needs. Your expertise will directly impact our servic...

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    I need an infographic that effectively compares our product (WorkHorse CRM) to other competitors products with similar functionalities. The other products include HubSpot, MailChimp, Calendly, and Click Funnels This site contains comparison styles I like: All of the comparisons have been done and can be seen here: Simply making this document look better would be a great starting point Key elements to represent are: - Price - Features - Performance This task requires you to create an infographic that is clear, engaging, and informative. The audience should be able to easily understand the pros and cons of each product based on your

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    ...small business. We are a manpower placement agency. We need a solution to monitor and control our workers who are being deployed on a two-year contracts at employers. Features Required: - Invoicing system. - Inventory system - Invoice and attachements with every sale - One click return option - one click reuvund and credit note value calculations with date payment due and scheduled - Payroll - CRM modules clients will be created and linked with items. - Inventory management to track and facilitate sales - Streamlined financial reporting for increased transparency - Efficient payroll processing to simplify employee payments I you have a READY demo to show or suggesting a ready ERp that you can customize we do not mind. Dont only apply SEND WHAT YOU WILL BE DEVELOPING OR U...

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    Hello, NO AUTOMATIC BIDDING. START YOUR BUD WITH THE FIRST WORK YOU FIND IN THE SPECIFICATION ATTACHED we need to build a Laravel project to be running as a Webhook Server. We run several web application for our SaaS application and these systems need to send webhooks to other remote services (like Zapier, customer's CRM, ERP and more) This new application must be be built over an existing laravel library, somethink like this: Attached it is a description of how the system will work! Please read it carefully before making your bid! Thank you

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    ...a talented individual experienced in making impactful B2C sales calls. My main goal is to enhance our client base by tapping into a specific market segment - business owners. Here's what I'm looking for: **Skills and Experience:** - Proven track record in B2C sales, especially targeting business owners. - Excellent communication skills, with the ability to engage and persuade. - Experience with CRM software for lead tracking and sales management. - Ability to adapt sales techniques to suit different business owners. - Strategic planning skills to identify and target potential clients effectively. **Project Requirements:** - Conduct outbound sales calls to business owners to introduce our product/services. - Effectively communicate the benefits of our offerings to enco...

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    ...potential clients within the IT services sector. - Use effective lead generation techniques to attract high-quality leads. - Convert leads into sales opportunities through strategic outreach. **Ideal Skills and Experience:** - Proven success in lead generation, particularly within the technology or IT services industries. - Strong understanding of the IT services market and trends. - Proficient in CRM software and lead generation tools. - Excellent communication and negotiation skills. - Ability to work independently and meet sales targets. This project requires someone who can not only generate a high volume of leads but also ensure that these leads are highly relevant and have a strong potential for sales conversion. If you have a track record of generating sales through eff...

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    Swift Shopify Integrations 6 days left
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    ...importance of improving both the backend operations and the frontend customer experience. **Required Integrations:** - Payment gateways to streamline transactions. - Shipping providers to ensure flexible delivery options. - CRM platforms to personalize customer interactions. **Skills and Experience:** - Proficient in Shopify app development. - Strong background in implementing OAuth 2.0 authentication. - Experienced in inventory management, sales analytics, and designing customizable interfaces. - Understanding of various payment gateways, shipping providers, and CRM platforms. - Ability to work under tight deadlines and deliver a quality product promptly. The project needs to be completed as soon as possible. Please provide your bid, including a timeline for completion...

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    I'm in need of a freelancer or agency with a proven track record in working with Setu APIs, specifically for Academic, Aadhar, PAN, and GST Verification and Financials. The following functions are essential for this project: - Real-time verification status updates - Integration with existing CRM/ERP system For the UI, a clean and minimalist design is preferred. The ideal partner for this project is not only proficient with Setu APIs, but also experienced in creating clean, user-friendly interfaces. A prior track record in the above is crucial for consideration. The right candidate should be able to display a thorough understanding of my needs and offer innovative suggestions for system improvement.

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    I am seeking one or more senior PHP developers for various tasks on a contract basis fo.... The projects you will be working on include: - Backend development - API integration - Website maintenance Furthermore, these tasks span across multiple projects such as: - E-commerce website development - CRM system customization - Integration of a payment gateway - CQRS - Domain Drive Design Although I don't have any specific design preferences for the e-commerce website, it is crucial that you have a serious expertise in PHP, a keen eye for optimising backend operations and a proven track record in integrating diverse APIs. Prior experience with e-commerce websites and CRM system customisation will be a major plus. Note:- Our budget is 1L per month Non Negotiable, so do no...

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    I'm seeking a versatile call center representative capable of handling both inbound and outbound calls with a focus on providing st...ability to communicate clearly and effectively. - Proven track record in delivering outstanding customer service. - Ability to quickly adapt to new systems and processes. **Skills and Experience:** - Ideally, you have prior experience in a customer service role within a call center environment. - Strong listening skills and patience to deal with potentially difficult customers. - Familiarity with CRM systems and practices. By joining our team, you will have the opportunity to contribute to the high level of customer satisfaction that we pride ourselves on. If you have a passion for helping others and are a skilled communicator, we would love to...

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    ...and Filter Capability:** Robust search functionality enabling easy filtering based on specific criteria (e.g., age, height, eye color) to quickly find suitable candidates for projects. - **Data Security:** Ensure high standards of data protection and privacy compliance, with secure login mechanisms for staff. **Ideal Skills and Experience:** - Experience in developing custom online databases or CRM systems - Proficiency in web development languages (e.g., HTML, CSS, JavaScript) and database management systems (e.g., SQL) - Knowledge of data protection laws and best practices - Ability to create intuitive user interfaces - Excellent problem-solving skills and attention to detail This project requires a mix of development expertise and an understanding of the unique needs within...

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    More details: What specific problems are you experiencing with your current document workflow in Microsoft Office 365? Difficulty locating and organizing documents, Limited document security What are the key requirements for the CRM system you are looking to implement? Contact management, Sales pipeline management, Reporting and analytics, Керування базою даних клієнтів та формування воронки продажів під нові проекти Are there any specific integrations or third-party software that the CRM system should be compatible with? Email marketing software, Accounting software

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    Sap basis support -- 2 6 days left
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    I am looking for a skilled SAP Basis support specialist to assist me with fixing minor issues in my SAP system. The ideal candidate should have experience with the following SAP modules: SAP ECC, SAP CRM, and SAP BW. In terms of SAP version, I am currently using NetWeaver 7.2 and Oracle 19. Therefore, experience with these versions is necessary. The support is needed on an as-needed basis. Whenever an issue arises, I will require prompt assistance to resolve it efficiently. If you have the necessary skills and experience in SAP Basis support, please reach out to discuss further details. Thank you.

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    Customize Invoice and estimate Number Format in Perfex CRM - Client number should be included in the number, so clientnumber-year-month 1,2,3 (and start in the beginning of the month at 1,2,3 etc). It should be update proof.

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    I'm on an exciting mission to elevate our cryptocurrency exchange platform through strategic partnerships with Key Opinion Leaders (KOLs) in the industry. Our goal is to identify, engage, and collaborate with these influencers to boost our platform's visibility and credib...explicitly stated, understanding the reach and influence of each KOL would greatly aid in prioritizing our efforts. This analysis would be an advantage. **Ideal Skills and Experience:** - Proven track record in marketing, particularly in roles involving influencer collaboration or partnership development. - Strong foundational knowledge of cryptocurrency and blockchain technology. - Experience with CRM tools or databases for managing contact lists and outreach. - Exceptional communication and negotiat...

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    ...and deliver compelling presentations that highlight our services' value proposition. Negotiate terms that benefit both our clients and our company. - **Customer Relationship Management (CRM)**: Maintain and cultivate relationships with new and existing clients. Act as the main point of contact, ensuring their needs are met and surpassing their expectations. **Ideal Skills and Experience:** - Experience in sales, particularly within the renewable energy or engineering consultancy sectors, is highly desirable. - Strong communication and negotiation skills. Ability to persuade and close deals. - Proficiency in CRM software and tools for lead generation. - Self-starter, able to operate effectively under the flexible hours (less than 10 hours per week) provided. If you h...

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    MNT CRM Data Integration 5 days left
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    ...assist in migrating and verifying data from an Excel spreadsheet into our newly adopted MNT CRM system. This project is crucial for maintaining the integrity and continuity of our client information database. **Key Responsibilities:** - Transfer data from an Excel file with 18 columns and 5000 rows into the MNT CRM system. - Conduct a thorough comparison of the newly uploaded data in MNT CRM against our existing records in the Zenkit system to ensure accuracy and completeness. - Fix any discrepancies identified during the verification process to ensure that the data in MNT CRM is accurate and up-to-date. **Ideal Skills and Experience:** - Proficiency in CRM software, with a specific focus on MNT CRM. - Extensive experience in data entry and d...

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    ...Prospector. This role is pivotal in driving our agency's growth by identifying and engaging with potential clients. The ideal candidate is not only adept at using LinkedIn Sales Navigator and other prospecting tools but also has hands-on experience with CRM software, such as HubSpot, and is willing to work within U.S. business hours. Responsibilities: Utilize LinkedIn Sales Navigator and additional prospecting tools to research and reach out to potential clients in the real estate and development sectors. Efficiently manage and nurture leads within CRM software (e.g., HubSpot) to streamline the sales process and improve conversion rates. Develop personalized outreach strategies and conduct follow-ups to maintain a strong pipeline of prospects. Work closely with the ...

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    I am looking to transform our existing Perfex CRM into a Progressive Web Application (PWA) to ensure seamless operation on both Android and iOS platforms. The goal is to enhance user experience by leveraging the flexibility of a PWA while maintaining the core functionalities and design of the Perfex CRM. Here’s what I am looking for in this project: **Key Features to Include:** - Customer Management: A robust system for managing customer information and interactions. - Task Management: Efficient handling and tracking of tasks. - Estimates: Capability to create and manage estimates effortlessly. - Appointment Section (Appointly): An integrated section for scheduling and managing appointments. - Chat Section: A dedicated space for real-time communication. **Design Custo...

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    Zoho Billing Customization 5 days left
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    ...custom function within Zoho Billing to enhance our subscription management process. This function is critical for our financial operations, and we need someone who can deliver a robust solution. **Primary Task:** - Implement a custom function to apply new pricing to each active subscription within our Zoho Billing system. **Specific Requirements:** - **Update Mechanism:** The custom function must be capable of updating the prices for all active subscriptions within our platform. - **Timing:** These price updates should take effect at the start of the next billing cycle, ensuring a smooth transition for our subscribers. **Ideal Skills and Experience:** - Proficiency in Zoho CRM and Zoho Billing API. - Experienced in developing custom functions and au...

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    Cloud-based Car Wash POS 5 days left
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    ...ensuring operational efficiency and real-time data tracking. **Core Features Required:** - **Sales Reporting:** Generate detailed sales reports to understand business performance metrics like daily revenue and top services sold. - **CRM Integration:** Seamlessly integrate customer relationship management features to personalize services and foster loyalty. **Ideal Skills and Experience:** - Proficient in developing cloud-based applications. - Experience in creating custom POS systems, preferably in the car wash or similar industry. - Expertise in integrating CRM solutions. - Knowledge of generating and interpreting sales reports. - Capability to ensure data security and system reliability. **What I'm Offering:** Your bid should include a rough estimate of the ti...

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    ...out to potential customers. - Up to this point, our lead generation has been through **referrals**. I aim to complement this with more scalable methods suggested by you. **Ideal Skills and Experience:** - Proven expertise in lead generation with tangible results in increasing sales. - Experience in handling projects within the retail or fashion industry is a plus. - Strong background in utilizing CRM tools for managing and nurturing leads. - Knowledge in employing effective digital marketing strategies that are not reliant on referrals alone. - Excellent communication skills to craft engaging outreach materials. Your proposal should outline: - Your approach to identifying and gathering potential customers' contact information. - Previous successful lead generation campaign...

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    I require a well-versed professional in React Native development to enhance my existing rn app Ideal Skills and Experience: - Proficient React Native developer with a solid understanding of both iOS and Android app development - Experience in designing CRM apps would be a distinct advantage - An understanding of integrating sales analytics functionalities - Showcases strong attention to detail for contact management and lead tracking integration.

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    I'm seeking an experienced web develo...ensure a seamless shopping experience. **Requirements:** - Strong experience in e-commerce website development. - Proficiency in creating secure payment gateway integrations, specifically with Google Pay. - Ability to implement advanced search functionality to help users quickly find products. - Skilled in creating responsive designs for optimal viewing on various devices. **Ideal Skills:** - CRM website with WIX and payment integration like google pay This project aims to not only create a shopping platform but also ensure it's engaging and easy for customers to navigate. The successful bidder will be someone who can bring innovative ideas to the table and execute them efficiently, ensuring the website stands out in the competiti...

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    Trophy icon Emerging Brand Logo Creation 5 days left

    logo pdwise Slogan to incorporate in the logo Unspecified Description of the organization and its target audience We are a CRM software which has email automation, text message automation and helps businesses organise the way they work and manage their leads. Please provide me a variety of unique logos. We are trying to appeal to small to medium sized business owners and show off our techy/smart side of our technology which is a download tech/app off the Apple/Google play store. We want to be youthful, playful but remain balanced and not be tacky. Industry Technology

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    ...unique email templates that align with our branding and conversion goals is essential. These should be easily customizable for different campaigns. - **Advanced Customization:** Our project demands integrating Mailwizz with other systems and adding complex features that should be available as standard but you will need to have a deep understanding of Mailwizz and be able to connect with hubspot CRM software. - **Hosting:** Our Mailwizz application will be hosted on an existing server. Experience with server management and optimization for Mailwizz is mandatory **Ideal Skills and Experience:** - Proven experience in setting up and customizing Mailwizz. - Strong background in email marketing tactics and strategies. - Familiarity with HTML/CSS for developing custom email templat...

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    ...ensure branding consistency. Maintain and update the company website as needed. Tracking & Qualifications: Utilize Toggl daily to track work activities. Send an end-of-day (EOD) email outlining daily work activity. Bachelor's degree or equivalent in a related field. Highly organized with strong multitasking abilities. Proven experience in social media marketing and graphic design. Proficiency in CRM tools like KW Command and Go High Level. Familiarity with website management and Google Ad campaigns. Excellent communication skills and attention to detail. Skills & Software Proficiency: Excellent US English reading, writing, and speaking skills. Proficient in Google/Gsuite programs and AI software. Experience with CRMs and their integrations. Desire to learn and im...

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    ...possess excellent communication skills, a friendly and professional demeanor, and the ability to build rapport with clients over the phone. Key Responsibilities: Conduct outbound phone calls to generate leads and schedule appointments. Handle both cold and warm calls with professionalism. Overcome objections and communicate services' value proposition effectively. Maintain accurate records in our CRM system. Track daily call activity and report results. Notify the agent promptly of interested leads. Implement follow-up plans. Provide end-of-day email summaries. Collaborate with the agent to meet business goals. Qualifications / Skills Required: Excellent US English reading, writing, and speaking skills Proven experience in cold calling, appointment setting, and lead gener...

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    I'm seeking an intermediate level Business ...to highlight how our influencer discovery platform—boasting a rich network of over 200 million influencers—can elevate their marketing strategies. Industry: Your primary focus will be brands within various sectors seeking to leverage influencer marketing for growth. Your ability to understand and engage with the marketing landscape will be key to your success. Required Skills: Adept at HubSpot CRM, you will be responsible for orchestrating effective prospecting campaigns, crafting persuasive emails, and managing lead progress. Experience in B2B lead generation, especially within the marketing and tech spheres, will give you a competitive edge. Autonomy and a track record in securing high-potential leads are the hallmar...

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    ...for a smooth upload into our HubSpot CRM, ensuring our customer data is used to its full potential. PLEASE NOTE: I will only be able to respond during lunch hours (AUSTRALIAN TIME 12PM-1PM) or before 7am/after 5pm. **Data Involved:** - I'm dealing with customer information spreadsheets. Think names, emails, contact numbers—the works. **Your Task:** - Combine these multiple Excel files into one. - Ensure phone numbers are uniformly formatted across the board. No more guessing country codes or mistaking 5s for Ss! - Weed out any duplicate entries. - Please preserve all notes against each contact entry as we have been using the excel sheets as a cold call list and the data will be useful to refer to (not sure how we can make these notes talk to the CRM so if yo...

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    I need some stock reports creating in Zoho Analytics to show how many pallets of stock I sell and hold in stock using the data from Zoho books/ Zoho Inventory.

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    ...documentation is accurately filed and maintained. 6. Customer Relationship Management (CRM) - Manage client databases and update information regularly. - Provide excellent customer service to clients, addressing inquiries and concerns. Qualifications: 1. Fluent in both Spanish and English (written and spoken). 2. Have at least one basic experience in cold-calling, lead generation, and marketing. 3. Proficient in email and calendar management. 4. Familiarity with social media platforms and event coordination. 5. Strong organizational and multitasking skills. 6. Ability to adapt and learn new skills related to real estate virtual assistance. Software Skills: Familiarity with Customer Relationship Management (CRM) tools is essential. Requirements: - Reliable internet con...

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    I'm in need of a specialist to create a comprehensive CRM analytics dashboard focused on sales data. With your expert data analysis, I would need insights in sales performance trajectory using crisp line charts with high usability. This project predominantly requires: - Mastery in analytics dashboard creation - Proven experience in data visualization - Strong understanding of sales data elements - Familiarity with creating line charts to represent revenue performance. Your past experience in similar projects would be an asset to seamlessly visualize sales data into a user-friendly CRM dashboard. Please include samples of relevant work to your bid response.

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    I'm seeking a savvy developer to create a web-based software that will revolutionize the way my business runs its operations. This tool must be robust yet user-friendly, and here's what I need: - **Effective Inventory Management:** - **Customer Relationship Management (CRM) Capabilities:** - Store and manage customer data - **User Access Controls:** - Setup for multiple users - Basic user role differentiation (e.g., admin, user) **Skills & Experience:** - Prior inventory/CRM software development - Proficiency in web-based app platforms - Understanding of UX/UI best practices - Knowledge in developing secure multi-user systems I'm ready to collaborate closely to create a system that's perfectly tailored to my needs. Your expertise will not on...

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    I am seeking an experienced developer proficient in Dolibarr v17 to customise a HRMS and Fleet Management module. HRMS Features: - Employee Management - Payroll Processing - Leave Management For the HRMS module, a classic and professional UI design is preferred to ensure clarity and ease of use. As for the F...module. HRMS Features: - Employee Management - Payroll Processing - Leave Management For the HRMS module, a classic and professional UI design is preferred to ensure clarity and ease of use. As for the Fleet Management component, it will remain basic as we have skipped the features selection for this part. The ideal freelancer should have a proven track record working with Dolibarr or similar ERP/CRM systems and demonstrate an understanding of HRMS and Fleet Management ...

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    I require a well-versed professional in React Native development to enhance my existing rn app Ideal Skills and Experience: - Proficient React Native developer with a solid understanding of both iOS and Android app development - Experience in designing CRM apps would be a distinct advantage - An understanding of integrating sales analytics functionalities - Showcases strong attention to detail for contact management and lead tracking integration.

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    ...data to a database for future reference and access. - Integrate seamlessly with our CRM system to streamline lead management. **Form Fields Required:** - Must include fields for Name, Email Address, Phone Number, and Location. - The flexibility to add other fields as necessary depending on future requirements. **Display Preferences:** - The form should be integrated as a sleek sidebar widget that doesn't intrude on the user's browsing experience but is easily accessible. **Ideal Skills and Experience:** - Proficient in WordPress plugin development with a solid understanding of PHP, JavaScript, and SQL. - Experience with WordPress API and email handling within WordPress. - Knowledge in implementing CRM integrations within WordPress environments. - Strong ...

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    As the project owner, I am searching for an experienced developer to create custom modules within my Odoo system. The primary focus areas are: - Sales and CRM module - Accounting and Finance module In the Sales and CRM module, I need: - Creation of custom fields and form - Automation of sales processes The perfect candidate will have deep understanding of Odoo's built-in modules, be proficient in tailoring these modules to specific needs, and experience in automation workflows. Prior experience in Sales and Accounting modules is highly desired. An understanding of customization best practices is required for a successful completion of this project. I look forward to working with a professional who has a history of delivering high quality module customization in Odoo.

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    Innovative SaaS Dev Needed 5 days left
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    ...documentation and demo video **Required Expertise:** - Proficiency in web development - Familiarity with SaaS platforms - Ability to work with diverse technology stacks - Familiar with ChatGPT & OpenAI **Project Vision:** The idea is to develop a solution that not only addresses a gap in the current market but also is robust, scalable, and user-friendly. The exact nature of the SaaS, whether it be for CRM, project management, or an e-commerce platform, is yet to be determined based on further analysis and discussion. **Application Requirements:** Interested candidates should include detailed project proposals. These proposals must outline your approach, proposed technology stack, timeline, and budget. Clearly articulated milestones and deliverables will be highly regarded...

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    ...integrate Method CRM with QuickBooks Online for my business. This integration must serve a dual purpose - streamline our operations by syncing customer information and automate our invoicing processes, ensuring our sales data is shared and accessible in real-time across both platforms. **Key Requirements:** - **Sync Customer Information:** Every customer detail from Method CRM needs to be perfectly synchronized with QuickBooks Online, ensuring no data is lost or mismatched. - **Share Sales Data:** It's critical that sales information flows seamlessly between both applications to maintain up-to-date records and facilitate better decision-making. - **Automate Invoicing:** I want to eliminate manual invoicing by setting up an automation that pulls service or product de...

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    Main goal: I need to integra...Features Required: • Data Synchronization: The data between Sparkpost and FluantCRM Pro should be synchronized seamlessly. • Email Automation: We require automated email functionality using Sparkpost within the CRM for communication processes. • Lead Tracking: We need to track our leads efficiently using the integrated system of both Sparkpost and FluantCRM Pro. Current Status: I am already using both Sparkpost and FluantCRM Pro separately. Now, I need these services to work together for more streamlined operations. Ideal Skills: Freelancer should possess strong knowledge of CRM systems, specifically FluantCRM Pro, and should have experience with Sparkpost and WordPress. Familiarity with data syncing, email automation, and l...

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    ...provided scripts to engage prospects effectively - Capable of managing and organizing a list of contacts for scheduled monthly outreach - Knowledge in tracking responses and engagement for further analysis and strategy refinement Ideal Skills: - Strong communication and persuasion skills - Experience in digital marketing, particularly in lead generation and product promotion - Familiarity with CRM tools to organize prospects and schedule messages - A knack for personalizing scripts to fit different prospect profiles without losing the core message The primary goal for this project is to elevate the visibility and awareness of our product or service. The chosen freelancer will play a crucial role in engaging potential clients and establishing a consistent communication line to f...

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