Capsule crmdela

...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...

...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...

...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 ...

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...

I'm looking for an experienced developer to create a custom function within Zoho Billing to enhance our subscription management process. This function is critical...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 automations within Zoho. - Strong understanding of subscription management and billing cycles. - Ability to test and deploy solutions with mini...

...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...

...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...

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.

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...

...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...

...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...

...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...

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...

...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...

En nuestra empresa, estamos buscando un talentoso freelancer que nos ayude con una tarea crucial: la integración de Kajabi con diferentes CRM. Si tienes experiencia en esta área y te apasiona compartir tus conocimientos, ¡queremos trabajar contigo! Necesitamos una capacitación o asesoría virtual de solamente una o dos horas solo un día, completamente en español, donde puedas guiarnos en el proceso de integración y responder a todas nuestras preguntas. La comunicación fluida y la capacidad para explicar conceptos técnicos de manera clara y accesible son aspectos clave que valoramos enormemente. Si te sientes seguro manejando estas herramientas y estás listo para ayudarnos a llevar nuestro sistema al siguien...

...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...

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...

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 ...

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.

...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 ...

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.

...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...

...- Flexible working arrangement. - Attractive commission structure. - Be part of a growing brand with potential for long-term collaboration. **Skills and Experience:** - Strong sales and negotiation skills. - Experience in the home décor or fashion industry. - Excellent communication and interpersonal abilities. - Ability to independently research and approach potential clients. - Proficiency in CRM software and Microsoft Office. If you're motivated by commission-driven roles and have a proven ability to expand product reach in competitive markets, I invite you to apply. Together, we can forge a successful path in the vibrant industry of tassels and trimmings....

...campaign’s main goal is to set appointments with decision-makers in these businesses. - Success in this role requires impeccable persuasion skills to ensure a positive and receptive response from potential leads. **Ideal Skills and Experience:** - Prior experience in real estate markets is highly desirable. - Should possess excellent telemarketing and lead generation skills. - Familiarity with CRM software to track and follow up on leads effectively. - Strong organizational skills to schedule appointments efficiently. This project is a unique opportunity to apply your telemarketing skills directly to the dynamic world of real estate. For the right freelancer, this could be the start of an enduring partnership. I am attaching leaflet with one of our services that we prov...

...- **Sales Forecasting**: Analyze market trends and sales data to anticipate future opportunities and challenges. Your insights will guide our strategy, helping us adapt and stay ahead of the curve. **Ideal Skills and Experience**: - Proven track record in business development, particularly within the technology sector, with healthcare or finance being a plus. - Expertise in lead generation and CRM tools. - Strong analytical skills for effective sales forecasting. - Exceptional communication and negotiation skills. - Ability to work independently and as part of a team. The ultimate goal is to increase our market share. Success in this role means opening doors to new opportunities while reinforcing our standing with existing clients. If you're driven by results and thrive in...

I am in need of a proficient Dutch and English speaker to manage my leads and perform first time calls. Responsibilities include: - Making about 30 calls per day - Document client requests in our CRM - One follow-up per lead A successful freelancer should ideally: - Be bilingual, fluent in both Dutch (Netherlands) and English - Be able to extract and understand client requirements effectively on the first call - Document a comprehensive summary of each call in the CRM This project will be paid monthly. With these requirements, the ideal freelancer should be someone who is organized, pays great attention to details, has excellent customer service skills, and is dedicated.

I'm seeking an accomplished marketer to execute a cross-platform Pay-Per-Click (PPC) campaign for my mobile CRM app. I am targeting individual consumers on Google and Facebook Ads. The primary aim of this drive is to boost the registration numbers for my app. Ideal Skills and Experience: • Proven effectiveness in executing PPC campaigns. • Good comprehension of CRM applications. • Solid familiarity with Google and Facebook Ads. • Experience in targeting individual consumers successfully. • Proven record of boosting app registration numbers. The ideal candidate should have outstanding capabilities in creating catchy ads, identifying and reaching targeted audiences, sizing up potential budget skews, maximizing ROI on ad expenditure, and driving a...

I need a sleek and modern website for real estate purposes. Key Features Required: - Property Search: Allow users to find properties they're interested in wit...array of properties for sale with relevant information about each property. - Mortgage Calculator: Feature that enables users to calculate potential mortgage payments. - Interactive Map: Visual aid for users to locate properties geographically. - CRM Integration: Sync website with our Customer Relationship Management system for streamlined operations. Ideal candidates should have significant experience in real estate website development, with a proficiency in designing sleek, modern platforms. Applicants should also have a deep understanding of CRM integration. Using engaging UI/UX designs is critical to enha...

I'm seeking an accomplished marketer to execute a cross-platform Pay-Per-Click (PPC) campaign for my mobile CRM app. I am targeting individual consumers on Google and Facebook Ads. The primary aim of this drive is to boost the registration numbers for my app. Ideal Skills and Experience: • Proven effectiveness in executing PPC campaigns. • Good comprehension of CRM applications. • Solid familiarity with Google and Facebook Ads. • Experience in targeting individual consumers successfully. • Proven record of boosting app registration numbers. The ideal candidate should have outstanding capabilities in creating catchy ads, identifying and reaching targeted audiences, sizing up potential budget skews, maximizing ROI on ad expenditure, and driving a...

I'm seeking an experienced Salesforce developer to construct a versatile lightning record feature for our CRM. This component should not only support basic functionalities such as creating, updating, and deleting records but also allow users to attach, view, and manage documents directly within each record. The key aspects of this job include: - **Core Functionalities**: Develop a lightning record with the capabilities to create, view, update, and delete records seamlessly. Integration of an attachment feature is crucial, enabling users to attach PDFs, Word documents, and images to any record. - **Design Preferences**: A keen eye for design is necessary. The lightning record should embody a clean, modern aesthetic yet remain customizable to fit our brand's evolving needs...

I need a sleek and modern website for real estate purposes. Key Features Required: - Property Search: Allow users to find properties they're interested in wit...array of properties for sale with relevant information about each property. - Mortgage Calculator: Feature that enables users to calculate potential mortgage payments. - Interactive Map: Visual aid for users to locate properties geographically. - CRM Integration: Sync website with our Customer Relationship Management system for streamlined operations. Ideal candidates should have significant experience in real estate website development, with a proficiency in designing sleek, modern platforms. Applicants should also have a deep understanding of CRM integration. Using engaging UI/UX designs is critical to enha...

...efficiency and providing insightful analytics to guide decision-making. **Core Features Required:** - Sales tracking that captures real-time data and trends. - Inventory management capable of forecasting needs based on sales. - Integration with our existing Customer Relationship Management (CRM) system for a seamless workflow. **Ideal Skills and Experience:** - Proven track record in developing MIS or similar systems. - Strong proficiency in database management and web development. - Experience with CRM integration. - Knowledge of sales and inventory optimization strategies. - Ability to implement data analytics for performance tracking and decision support. I anticipate this project requiring close collaboration to tailor the system to our specific operational needs, ...

...commission for each sale resulting from appointments you set. Requirements: Must schedule a minimum of 2-3 appointments daily. A trial period of 7-14 days will be provided. Contractor Requirements: I am seeking a contractor who meets the following criteria: Strong proficiency in English and Spanish communication. Familiarity with phone and email etiquette. Proficiency in Microsoft Excel and/or CRM systems. Availability between 6am – 5pm PST, Monday through Friday. Experience in sales, telemarketing, email marketing, and texting. Preferred Qualifications: English Level: 8-10 Fluent in written communication with good verbal skills. Daily submission of reports; failure to comply will result in contract termination. How to Apply: Please submit a cover letter addressing the fo...

...on real football match outcomes. Our goal is to create an immersive, engaging, and user-friendly experience that appeals to football fans worldwide. Key Features Needed: User Registration and Profile Management Team Creation and Management Live Scoring and Real-Time Updates Live quizz and games Pronostics games Integration with Live Rating APIs (e.g., for player stats, game schedules) CRM Integration for User Support Push Notifications for User Engagement Social Media Integration for Community Building Admin Dashboard for App Management Project Requirements: Mobile App Development: Experience in both iOS and Android platforms is preferred. Cross-platform development experience (React Native or Flutter) is a plus. We need a modern, intuitive design that enhan...

I'm looking to build a web application that will assist in patient care. The software will allow the user to display medical problems and allow those problems to be manipulated in a variety of ways. The problems can be altered, moved, and utilize macros within to quickly po...ways. The problems can be altered, moved, and utilize macros within to quickly populate fields w/ data. I have attached a screen shot of the UI that I have in mind. Most importantly the project needs to be developed in a flexible manner as I hope to develop this software over years. To speed development and save on expense, I'm not opposed to utilizing open source software to build upon for CRM. Really looking to find a reliable partner for long-term work but right now would just like to see a ...

...developer, proficient in Android development and, ideally, with prior experience in customer relationship management (CRM) software, to design and build an app for android system with features that include: -SMS synchronization: Implement a solution to ensure seamless integration and synchronization of text messages between the app and our CRM system. (two way) -CRM & Web API Integration: The app needs to fully integrate with our CRM and have capability to connect with a Web API. Additionally, a (web based) management platform is to be created that can perform: -User Access Management: Allow for the control and monitoring of user access within the app. -Integrate with our CRM so that multiuser access is possible. -Data Analytics & Repo...

...communication. - Maintain detailed records of calls made and outcomes achieved to optimize future sales strategies. **Skills and Experience:** - Strong verbal communication skills, with the ability to adapt messaging for individual or business clients. - Experience in telecalling, particularly with a focus on product sales. - Proven track record of meeting or exceeding sales targets. - Familiarity with CRM software and telecalling systems. - Excellent organizational skills to manage a high volume of calls and follow-ups. **Ideal Candidate Profile:** - Motivated and target-driven with a passion for sales. - Comfortable working in a fast-paced environment. - Previous experience in selling insurance, beauty products, electronics, or similar service-oriented products is highly desi...

...nutrizionali • Rispondere alle domande dei clienti e chiarire eventuali dubbi relativi alla medicina antiging e alla nutrizione • Registrare con cura le interazioni con i clienti nel nostro sistema CRM • Collaborare con il team per migliorare le strategie di comunicazione e vendita al fine di promuovere la salute e il benessere Requisiti: • Esperienza comprovata nel settore delle vendite telefoniche o telemarketing • Eccellenti capacità comunicative e di ascolto attivo • Orientamento ai risultati e capacità di lavorare per obiettivi • Conoscenza di base degli strumenti informatici e familiarità con i sistemi CRM (preferibile) Benefici: • Lavoro flessibile da casa propria ( inizialmente è richiesto un imp...

I'm seeking an experienced CRM developer who can create a system to meet my business needs. As I did not specify the main goal of the CRM system, it would be beneficial for the professional to have expertise across customer management, sales pipeline tracking, and marketing automation. Ideal Skills and Experience: - Strong experience in developing CRM, hrm, sales systems - Broad understanding of CRM functionalities including customer management, sales pipeline tracking, and marketing automation - Proven ability to develop specific features like contact management, lead tracking, and sales forecasting Application Details: Even though I didn't specify what to include in the application, showcasing related past work, detailing applicable experience, ...

We are a dynamic and innovative website development agency looking to expand our client base. We specialize in crafting cutting-edge, user-friendly websites tailored to meet the unique needs o...generation activities and progress. Requirements: Proven experience in lead generation and sales, preferably within the digital marketing or web development industry. Strong communication and negotiation skills. Ability to understand client requirements and effectively convey our value proposition. Self-motivated and results-driven, with a proactive approach to generating leads. Familiarity with CRM software and lead management tools is a plus. Deliverables: Qualified leads with contact information and details of their requirements. Regular progress updates and reports on lead generation a...

I'm seeking an experienced Zoho CRM developer to enhance my current system swiftly. Here's what I need: - Implement Workflow Automation for increased efficiency. - Create Custom Modules/Fields tailored to my business. - Integrate external software seamlessly with Zoho CRM. Required skills: - Proven expertise in Zoho CRM development. - Strong understanding of workflow automation. - Experience in creating custom Zoho modules and fields. - Ability to integrate Zoho CRM with other software. I value quick and quality work, so I'm looking for someone who can prioritize this project and deliver it ASAP. If you have a track record of doing this, I'd love to hear from you.

...marketing team to ensure a steady flow of quality leads. - Train and mentor sales team members on best practices for moving prospects through the sales funnel efficiently. - Manage customer data and utilize CRM tools to streamline the sales process and foster long-term relationships. Ideal Skills and Experience: - Proven track record of success in an inside sales leadership role, preferably in the consumer goods industry. - Strong analytical skills with experience in generating and interpreting sales reports. - Excellent communication and team management abilities. - Proficient in CRM software and Microsoft Office Suite. - Creative thinker with a results-driven approach to problem-solving. This role is perfect for someone passionate about leveraging their sales managemen...

...Required: - Proficient in email marketing and Linkedin outreach strategies - Strong understanding of B2B lead generation tactics - Excellent written communication skills for crafting personalized emails and Linkedin messages - Experience in using email marketing software and Linkedin tools for outreach - Ability to research and identify potential leads within the target B2B audience - Familiarity with CRM systems for tracking and managing leads - Proven track record of successful lead generation campaigns - Knowledge of best practices for optimizing email deliverability and response rates - Ability to analyze and interpret data to measure the effectiveness of outreach efforts Project Details: We are seeking a skilled professional to assist us in generating leads through email ...

...status of an existing order management system, I am on the search for a freelancer who can help in implementing a Customer Relationship Management (CRM) system with robust pipeline management features. Project requirements include: - Development and installation of an integrated CRM system - The system should specialize in pipeline management for improved tracking of customer interactions - Ability to train company staff to use and manage the newly implemented system effectively Ideal freelancer will: - Have extensive experience in CRM systems, specifically focused on pipeline management - Have a track record of developing and installing effective CRM systems - be capable of delivering comprehensive user training - Show excellent communication skills t...

The task I want done specifically: I have a Pipedrive application for CRM. There are numerous pipelines, one of which I have particular interest. I want to track every person/deal in that pipeline and assess how many emails they were sent in the last month and how many they opened and how many clicked (if clickable) I would like the results on a spreadsheet where we can interrogate it to look for patterns and give each person an engagement score. I would like it to be easily updated eg change pipeline or change dates. This will require working with the Pipedrive API and writing some basic code to obtain this information. Therefore I'm seeking a developer with an understanding of the Pipedrive API to create customized reports that will shed light on our sales processes, helpin...

I'm looking for an experienced call center team to manage outbound calls for my project. The main ob...Experience:** - Ability to speak English clearly and fluently. - Proven experience in outbound call management, preferably in the insurance sector. - Exceptional communication skills, with the ability to convey messages clearly and effectively. - Strong organizational skills to manage and record call outcomes accurately. - Experience in negotiating and problem-solving on the phone. - Familiarity with CRM software and call center technology. The perfect candidate will have a track record of conducting successful outbound calls. A understanding of insurance terms and claim processes will be highly regarded. If you have the skills and experience we're looking for, we’...

...estate companies with a dashboard that enables them the following: Add properties according to their categories, add property descriptions, view email inquiries, view stats, get access to dashboard functions only upon paying for a membership, receive billing reports and receipts, register agents add agents, remove an agent , link an agent to a property so that they can receive leads , access to a CRM showing leads and contacts, access to their properties list and ability request further advertisement of each property to the super admin , such as featured property, facebook boosting etc. the dashboard must have tools that enable companies to manage their properties such as publish, keep as draft etc. The developer must be able to integrate the dashboards to the front-end webs...

Necesito un profesional independiente competente para personalizar mi sistema Go High Level CRM para que se adapte perfectamente a las necesidades de mi pequeño equipo. Características clave requeridas: - Gestión de clientes potenciales: un sistema que puede categorizar y realizar un seguimiento eficaz de los clientes potenciales para ayudarnos a mantener y construir nuestras relaciones con los clientes. - Seguimiento del canal de ventas: Necesitamos una excelente herramienta para gestionar nuestro flujo de ventas. La función debería ayudar a realizar un seguimiento de las interacciones con los clientes, el progreso de las transacciones y las previsiones. - Automatización de tareas: para aumentar la productividad, una función de a...

I need a competent freelancer to customize my Go High Level CRM system to perfectly suit my small team's needs. Key Features Required: - Lead Management: A system that can effectively categorize and track prospective clients to help us maintain and build our customer relationships. - Sales Pipeline Tracking: We need an excellent tool to manage our sales flow. The feature should help track customer interactions, deal progress, and forecasting. - Task Automation: To increase productivity, a task automation feature is crucial. This tool should automate repetitive administrative tasks. - Languages spanish & English Although there are no specific third-party software integrations required at this time, it's essential that the system remains flexible for possible fut...

...website integration and workflow automation project adeptly. Your primary focus will be on ensuring data synchronization and task automation across platforms. Key Deliverables: - Integration with multiple systems for smooth operations such as CRM, ERP, and E-commerce platform - Automation of crucial processes to reduce manual intervention and increase efficiency. This will specifically entail automating inventory management and order processing workflows. Ideal Skills and Experience: For this project, it's important you possess a strong understanding of CRM, ERP, and E-commerce systems integration. You should be proficient with current technologies used in task automation and data synchronization. Your experience in automating inventory management and order process...