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    Potrebujemo programerja za občasne dodelave v okolju Microsoft dynamics CRM, office 365 z bazo Microsoft SQL. Plačamo po urnih postavkah.

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    CRM Odoo Database Cleanup 6 dni left
    VERIFICIRAN/A

    Looking for a knowledgeable professional to perform cleanup on my PostgreSQL database of our CRM Odoo app. We can also provide an MS Excel dump. The issue at hand is mainly with outdated data or duplicated data from about 25k records. I am predominantly requiring: - Verification of all current data & update it - Ensuring no important data is lost - returned data will be importable (maintain original format) -Returned data may have <2% of questionable entries. We shall rely on your expertise to perform the work as rapidly, accurately & reliably as possible. Exported data will be provided to successful person only & NDA will need to be signed. The bid amount is only place holder, so please submit your best bid & time. Please do not bid as a Bot.

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    CRM Specialist Needed 6 dni left
    VERIFICIRAN/A

    I'm in need of a CRM expert who can help me manage my sales pipeline and customer contacts, as well as lead generation. My customer base is small, under 1000, but I want to be sure that we are leveraging all of the potential within this group. The ideal person for this project will have: - Knowledge and expertise in popular CRM applications like hubspot, pipedrive, salesforce, etc - Experience in sales pipeline management - Skill in customer contact management - A proven track record in lead generation - Familiarity with reporting and analytics to track and measure success Your role will be to maximize our customer relationships and help us get the most out of every single lead. If you're an expert in CRM and are ready to roll up your sleeves, let's ...

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    I'm in need of a charismatic, highly skilled individual or team experienced in telemarketing and sales promotion. Your duty will be to make outbound calls to potential customers with the aim of promoting a product or service. The conversations will be in English so fluency in this language is mandatory. Exemplary persuasion skills and resilience to rejection are paramoun...resilience to rejection are paramount in this task. Prior experience in telemarketing to potential customers is greatly valued. Key Roles: - Make calls to potential customers - Promote our products/services - Persuasion and resilience to potential rejection Expertise: - Excellent command of English - Sales promotion, preferably via telemarketing - Strong intercommunication abilities - Knowledge of CRM sof...

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    I am seeking a skilled freelancer for generating mortgage leads for my clients. The main goal is to increase sales through servicing clients. Given that my target audience was not specified, an ideal candid...options The ideal freelancer for this task should have strong strategy and implementation skills in lead generation, preferably within the mortgage industry. They should be able to not only generate high-quality leads but also understand how to segment and target these leads effectively. A background in digital marketing focusing on customer acquisition would be highly beneficial. Proficiency in CRM platforms for managing and tracking leads is also an advantage. In short, the successful freelancer will be the engine driving customer acquisition, paving the way for increa...

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    ...attract new tenants through innovative marketing strategies that highlight our adaptability, creativity, and capacity for rapid action. We Need: A visionary Online Marketing Manager with a knack for crafting and implementing dynamic marketing campaigns. If you're skilled in CRM integration, automation tools, and have a proven track record of executing successful marketing strategies, we want you. Your Role: You will collaborate closely with our team to create and execute a comprehensive marketing plan that includes: • CRM Integration: Using systems like Follow Up Boss for seamless marketing efforts. • Automation Tools: Leveraging Zapier for efficient data sync across platforms. • Campaign Development: From conception to rollout, ensuring our campaigns r...

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    Buscamos un/a asistente virtual para realizar tareas de prospección inmobiliaria online a tiempo parcial. La tarea consiste en realizar búsquedas online de inmuebles, normalmente de particulares, en distintas plataformas, e introducir los datos en el CRM de la empresa. Se requiere español nativo fluido, pues la actividad se realiza para el mercado español.

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    ...- Proven experience in customization of Salesforce CRM - Strong understanding of CRM technologies and trends - Proficient in creating Salesforce templates and automating processes - Strong problem-solving skills and ability to think outside the box Project Goals and Objectives: Our core objective for this project is improving our client communication. While we skipped providing specifics, we're open to innovative suggestions on how to optimize our CRM. This could range from enhancing email templates, integrating Salesforce with other platforms, or improving our lead/contact management and tracking. Detailed responsibilities: - Customize our Salesforce CRM to improve client communication - Suggest and execute improvements to current CRM practice...

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    I'm searching for a skilled WordPress developer to design a professional and engaging business website. Key Requirements: - Design a professional business webpage on WordPress platform - Set up a functional contact form for users to easily reach out to us Ideal Candidate: - Expertise in WordPre...platform - Set up a functional contact form for users to easily reach out to us Ideal Candidate: - Expertise in WordPress development and design - Experience in creating business-oriented websites - Knowledge of UX/UI design best practices to ensure the website is both visually appealing and user-friendly - If possible, guidance on integrating the contact form with a CRM system Not sure about integrating the contact form with a CRM system, I skipped the question but am op...

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    I am looking for a proficient marketing professional with the main focus being lead generation and email marketing for a B2B campaign. Your duties will include: - Generating sales leads for my business using proven methodologies. - Implementati...The perfect candidate for this role will have: - Proficiency in B2B marketing, generating leads in a business-focused environment. - Exceptional skills and experience in email marketing. - Demonstrable success in converting leads to sales. - Superior understanding of using content for lead generation. Your task will be to implement a system that effectively generates sales leads. Knowledge of CRM systems and analytics tools will be preferable. Please share previous B2B lead generation and email marketing campaigns and their outcomes when...

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    ...herramientas para programación de anuncios en redes sociales tales como Metricool y Facebook Creator Studio y plataformas de anuncios pagos analizando y ajustando métricas para escalar proyectos tales como Facebook Ads y Tik Tok Ads usando en objetivos de conversiones, trafico, mensajes y clientes potenciales para la adquisición de leads, herramientas para Email Marketing como GetResponse y uso de CRM como el de HubSpot para llevar la trazabilidad de cada uno de los Lead adquiridos en las campañas y su posterior seguimiento. Me encantaría ayudarle con su proyecto de Facebook Ads para la venta del Terreno. La implementación de las Campañas Necesarias de Clientes Potenciales en Facebook ADS para la generación de Leads intere...

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    I'm in need of a ...Flow Chat Bot developer. Your task will be to create a bot compatible with messenger platforms like Facebook Messenger, WhatsApp, and Slack. Most importantly, the bot should be capable of integrating seamlessly with our existing Customer Relationship Management (CRM) system. Key Requirements: - Deep knowledge of Java programming language as it's our primary development language. - Expertise in developing bots with efficient conversation flow management. - Proven experience in integrating bots with external systems, particularly CRM systems. I prefer a developer who's up-to-date with the latest trends in bot development and can implement best practices to deliver efficient results. Applications lacking a description of directly relevant ex...

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    Requiero de un desarrollador para proyectos para el CRM Odo. Requiero experiencia en desarrollos operativos para la la industria automotriz.

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    I have a new site with wordpress, hosted on A2 hosting with the kadence pro theme. • I want to setup a project case study page template • Product page templates • I want to be able to upload products using a csv / or g sheet and not have to manually edit each one on the wordpress site • Woocommerce for the product page templates • CRM • Customer login portal • Option to choose country being united states, canada, united kingdom, europe, australia (ideally through a subdirectory) • Download product spec sheets from the product pages • Optimize the website to be lightweight and fast The project pages and product pages - I have the desired layout so I want you to design them to that. Is this something you can help with?

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    I need help building a workflow that gets web hooks from multiple lead sources (meta ads, Wordpress site, and unbounce site) and puts them to a new web hook, which is our crm Lead Perfection. “Here’s the information regarding integrating your lead sources. The delivery method to use to have your third party leads delivered into your LP account will depend on the provider. The standard URL to send to all other providers is below: “ I also attached a pdf with instructions. I’d like if this could be built in zapier but if it needs to be direct that’s fine too.

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    As part of our project, we are looking for an experienced WordPress developer who is proficient in API technology. The main task involves: • Integrating our WordPress website with an external CRM system using API. • Customizing various API endpoints according to our particular needs. Additional Information: • The required integration is one-way, specifically from the WordPress platform to the CRM system. Therefore, expertise in establishing efficient and reliable data flow is critical. • While prior experience with CRM system integration is desirable, it's not a must. However, a proven history of similar API-related projects is required. Ideal candidate: • Proficient in WordPress development • Deep understanding of APIs • Ex...

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    I’m seeking a highly skilled app developer to create a Tele Calling CRM application from scratch for my business. The ideal candidate should have significant experience in CRM app development and a solid understanding of telecommunication features. Key Features: - Call recording: The app must record all outgoing and incoming calls and store them for future reference. - Lead management: The app should have a feature that helps manage leads effectively and increase conversions. - Task tracking: I need the app to allow for tracking daily tasks of each staff member and monitor their productivity. - Bulk SMS and voice calls: The application should support mass messaging and voice calls to easily communicate with potential customers. - Remote employee monitoring: This is an ...

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    Per un cliente ho la necessità di effettuare integrazioni al CRM basato su Perfex CRM. Cerco qualcuno in grado di: - Integrare dei filtri avanzati, come range di date e ricerca e campi personalizzati, per tutte le tabelle del CRM (Clienti, Proposte, Preventivi, Fatture, Compiti). - In Proposte, Preventivi e Fatture integrare uno o più campi personalizzati inseriti per lead e cliente in modo tale che, per esempio, quando viene creato un nuovo preventivo il campo personalizzato venga automaticamente popolato dal dato. - Effettuare una integrazione tra Perfex e Outlook, c'è la necessità di mostrare i task creati dal crm all'interno del calendario di Outlook e qualora venga fatta una modifica su outlook venga modificato anche ...

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    ...It's essential for you to have pre-existing contacts or the ability to identify potential clients within these sectors. Our software comes with features that include CRM integration, analytics and reporting, and customization options that make it ideal for various businesses. Therefore, your ability to highlight these features based on a client's specific needs will be paramount for success. The ideal candidate for this job should: * Have proven experience in B2B software sales * Possess clear communication and negotiation skills * Have an understanding of the Healthcare, Finance, and Retail industries * Be comfortable with CRM systems and data analytics. If you can find potential in the unlikeliest of places, understand business processes, and love the thr...

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    I am on look-out for a qualified specialist who can develop and integrate a price calculator into my existing website. The go...automatic price based on these inputs. - The second major function of the calculator is lead generation. After the customer receives a quote, the calculator should capture their email and forward it to our system for follow-up. Ideal Skills & Experience: - Previous experience in creating and integrating web calculators - Profound knowledge and expertise in Javascript and PHP - Experience in CRM integration for lead generation - Excellent understanding of UX/UI principles to ensure an intuitive and effective user experience If you possess these skills and experience and can deliver a convenient, easy-to-use price calculator, your application is wa...

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    Position Overview: We are seeking a highly motivated and results-oriented freelance Sales Development Representative (SDR). As a Freelance...Goal-Oriented: Highly motivated to meet targets and goals. Results-driven mindset with a focus on driving revenue and contributing to the overall sales team success. - Organization and Time Management: Excellent organizational skills to manage multiple prospects and tasks simultaneously. Ability to prioritize activities and meet deadlines in a fast-paced, dynamic sales environment. - CRM and Tools: Ability in using CRM systems (HubSpot) We offer: - Fully remote and flexible working. - Fixed monthly fee plus competitive fee per scheduled meeting. - Training on Lexic’ services. - Opportunity for growth and development as an exte...

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    As you've probably already heard. We're a company using Perfex CRM in saas mode and we offer it to our customers. Everything was working fine before. But we had switched to a larger server. And we installed Imunify360 as an anti-virus. And that's when all the problems started. SMTP systeme is shared by all customer, and each costomer add his oun credential on his space. Like a real saas. This is the error we have : SMTP connect() failed. server error: Failed to connect to server SMTP code: 111 Additional SMTP info: Connection refused Connection: opening to mail.........com:465, timeout=30, options=array() Connection failed. Error #2: stream_socket_client(): Unable to connect to mail.........com:465 (Connection refused) [/home/

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    Ми шукаємо досвідченого UXUI дизайнера для створення нового дизайну для існуючої CRM системи з метою поліпшення зручності та ефективності використання продукту. Мета проекту: Створення сучасного, естетичного та інтуїтивно зрозумілого інтерфейсу, який дозволить користувачам легко виконувати потрібні завдання та знизити час на навчання використання системи. Основні завдання: 1. Аналіз існуючого дизайну та інтерфейсу CRM системи. 2. Розробка нового дизайну інтерфейсу з урахуванням сучасних трендів з урахуванням брендового стилю компанії. 3. Створити зручні та інтуїтивно зрозумілі елементи управління, форми та меню. 4. Підготовка прототипів та макетів в Figma для оцінки вигляду та функціональності нового дизайну. 5. Підвищити зручність роботи з додатком шляхом оптимізації р...

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    I am urgently seeking an experienced Odoo Functional Consultant for a full-time, on-site role in Kuwait City. The ideal freelancer for this project should have: - Extensive knowledge of Odoo's most important features, including Sales and CRM, Inventory Management, and Accounting and Finance. - The ability to work under pressure and be ready to start immediately. - Ability to work in an on-site role here in Kuwait City. There is no specific need for customization or integration with third-party software, the primary focus is simply maintaining and optimizing our existing systems. We need the project completed as soon as possible, hence a dedicated professional who is ready to commit to a full-time role is needed.

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    I'm seeking an adept professional ...Management: Ability to monitor stock levels, automate purchasing, and set alerts for low inventory. - Sales Analytics: Ability to gain insights from data, track performance, predict future trends, and facilitate decision-making. - Customer Relationship Management (CRM): Aid in managing the company's interactions with potential and existing customers. Ideal applicants should have experience in retail operations and a proven track record in developing on-premise POS systems that effectively incorporate inventory management, sales analytics, and CRM features. Strong analytical skills and a detail-oriented approach are essential for this project. You should be able to anticipate potential retail business needs and incorporate soluti...

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    ...The functionality of this system should include the ability to: - Segment and automates notifications for targeted user engagement - Generate rich analytics reports to evaluate campaign effectiveness To effectively engage users and drive conversions, I'd like the system to allow for user information collection through opt-in forms on the website and integration with the existing CRM system. A prior knowledge of CRM integration would be beneficial for this project. As the target audience was unspecified, the system should be adaptable enough to cater to both existing customers and new leads. It's essential that the chosen professional can design an intuitive interface that promotes user engagement and drives traffic conversions. A proven track record in crea...

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    I'm in need of an experienced Zoho CRM API expert who can help me integrate my Zoho CRM with a specific Electronic Medical Records (EMR) system. Key Tasks: - Develop a seamless integration between the two systems. Ideal Candidate: -Must possess ample experience and skills in using Zoho CRM API and understand how it interacts with external systems. -Previous experience with EMR systems would be advantageous. - Should ensure the integrated system effectively automates the medical record keeping process while maintaining accuracy and data integrity. Please include evidence of your Zoho CRM API skills and any relevant EMR integration in your proposal. This will be crucial in helping me select the right candidate.

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    "Box and Dice Data Entry" 5 dni left
    VERIFICIRAN/A

    I am seeking experienced freelancers to undertake da...Dice software. This project primarily involves text and number entries with less than five fields or columns per entry. Key responsibilities: * Converting data from physical documents to digital entries * Ensuring accuracy of data * Inputting text and numerical data into the Box and Dice software Ideal skills and experience: * Proven experience in data entry * Familiarity with the Box and Dice CRM software * Strong typing accuracy * Attention to detail and organisation skills * Ability to handle physical documents effectively Applicants will be considered based on their experience with data entry works, particularly the Box and Dice software. Please note that this is not just a simple data entry job, precision and accurac...

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    ...functions created for pricing automation and creating records in zoho crm automatically from desk via custom desk button. ----- I'm looking to enhance my business's efficiency by using Zoho Deluge. The main goals for this project are: - Automating specific business processes - Customizing Zoho applications, specifically Zoho Desk and Zoho CRM In greater detail, the tasks needed to be completed are: 1. **Automation of Business Processes:** Specifically, I need Deluge scripting for both Desk and CRM. The key aim here is to streamline our workflow, reducing manual tasks and increasing productivity. 2. **Customization of Zoho Applications:** This pertains to custom-made workflows to refine and adapt our Zoho Desk and Zoho CRM according to our o...

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    ...AI-Enhanced Medical CRM System Using ERPNext Project Description: We are seeking an experienced ERPNext developer or development team with expertise in AI and machine learning to customize and enhance an ERPNext-based Medical CRM system. This project aims to leverage the flexibility and extensibility of ERPNext to create a system that not only streamlines healthcare operations but also incorporates advanced AI functionalities for improved patient care, operational efficiency, and decision-making processes. The successful candidate will customize ERPNext modules, integrate AI capabilities, and ensure a seamless user experience. Key Features and Functionalities: Customization of ERPNext Modules: Adapt existing modules for patient management, scheduling, inventory, financi...

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    Custom Sales CRM Development 5 dni left
    VERIFICIRAN/A

    I am looking for an expert in CRM systems to custom-build a solution for my sales team. Our team is small, composed of 1-10 users, but we need a robust system. Below are the detailed features we require: - Contact Management: The CRM should have a streamlined system for managing and organizing contacts. It should allow the easy addition and modification of contact information and have a search feature for easy retrieval of contacts. - Opportunity Tracking: The system should offer a thorough opportunity management system. We need to be able to track prospects, monitor the sales cycle progression and give us an instant overview of where each opportunity is in the sales process. - Reporting and Analytics: Our CRM should provide us with detailed reports for insight driv...

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    I'm seeking a proficient developer to build a custom CRM system that incorporates contact management, sales pipeline tracking, and task management modules. This system should seamlessly integrate with existing accounting software. Key requirements: - In-depth knowledge in custom CRM development. - Proven experience in software integration, specifically with Stripe. - Work-history involving contact management features. - Familiarity with sales pipeline tracking and task management functionalities.

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    CRM 8 dni left

    Tech Software Development Market Analytics

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    I'm in search of a diligent freelancer who can spearhead lead generation for my project, targeting nonprofits based in the USA and Canada. These nonprofits may or may not be using Salesforce CRM, hence knowledge of Salesforce could potentially be beneficial, although it's not a strict requirement. Key responsibilities will include: - Sourcing and generating leads in the nonprofit segment (Decision Makers only) - Email/Call/Message communication with those leads - Organizing calls for me with these prospective leads The ideal freelancer should be competent in lead generation, email marketing, and schedule management. Prior experience with nonprofit organizations would be a plus but is not necessary. I'm looking to get this project completed within the span of a mon...

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    In my quest t...operations, I need an expert to create a comprehensive dashboard that feeds data from Excel spreadsheets, Google Analytics, iSolve timekeeping system and Salesforce CRM. Preferences: - Integration of metrics relevant to our operations: order fulfillment rate, inventory accuracy rate, cycle time, throughput productivity, and cost per unit. - Visualization using a variety of charts (bar, line, pie) and heat maps for assessing picking, put-away, and inventory efficiencies. Ideal candidate should have: - Proven experience in dashboard design and implementation. - Proficiency in leveraging data from Google Analytics, Salesforce CRM, and Excel spreadsheets. - Understanding of warehousing KPIs and metrics. - Good eye for data visualization using various chart typ...

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    ...data visualization of historical pricing trends and averages should be easy to comprehend, assisting users in making well-informed bids. Ideal Skills: - Web Development: The candidate should have exceptional web development skills, with a portfolio demonstrating proficiency in creating interactive, user-focused websites. - transport cost symulator connected with our shipper operator prices - CRM system for our employees - multi language (i will deliver PL text) - UI/UX Design: Since I need assistance with the layout and design, a deep understanding of UI/UX best practices is crucial. - Database Management: Considering the need for a live bidding system and historical pricing data, expertise in efficient database management and data visualization will be an added advantag...

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    ...Management (CRM) system developed using Airtable. The CRM system should have the following features: - Contact Management: The CRM should effectively store and manage client data, enabling easy access to any contact details when required. - Lead Tracking: I want to be able to track my leads effectively. This should include their contact details, the date they were contacted, what was discussed, their response, and the next steps. With regards to integration, I would like the CRM to seamlessly link with my email marketing software. This will allow me to send bulk emails and more easily keep track of my correspondence with leads. To manage the CRM, there should be two types of roles: Administrator and Salesperson. - Administrator: This role should ha...

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    I'm looking for a professional who can successfully automate various aspects of my business using ZOHO. Key areas that require automation include Sales and CRM, Marketing and Email Automation, as well as Accounting and Finance. - Specifics: The system should be capable of advanced reporting and analytics, integration with other software platforms, and custom workflow and rule creation. - Capacity: The application should be able to support 1-10 users. The ideal freelancer for this job must have a strong understanding of ZOHO and its capabilities. Their skills should also encompass the design of tailored systems, and the integration of multi-platform software. This project requires analytical thinking and problem-solving as you'll need to develop and implement an efficien...

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    ...meetings in our CRM system. Collaborate closely with the sales and marketing teams to optimize outreach strategies and achieve sales targets. Stay updated on industry trends, competitor activities, and market developments to identify new sales opportunities. Requirements: Previous experience in sales, lead generation, or customer-facing roles preferred. Strong proficiency in using LinkedIn for prospecting and networking. Excellent written and verbal communication skills, with the ability to articulate complex concepts in a clear and compelling manner. Highly organized with strong attention to detail and the ability to manage multiple priorities. Results-oriented mindset with a track record of meeting or exceeding targets. Familiarity with CRM...

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    ...core capability of the CRM should revolve around client management, case tracking, and document management. Client Management: - The paramount aspect of Client Management for my firm will be the storage of contact information. The CRM should be capable of storing both basic (name, phone number, email) and detailed (address, date of birth, passport details) information. - Status updates: The system must provide real-time updates on a client's case status dynamically. - Task assignment: A feature for assigning tasks to team members for better management and efficiency is crucial. I envision a complete automated process for the contact information storage in the CRM, ensuring fewer manual tasks and chances for error. Ideal Skills and Experience: - Proven exp...

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    we are looking for someone to help us develop a CRM software similar to the self-storage industry just for the industrial sector. And a popular software in the self-storage is Storable see link below to get a description We want to consider starting from scratch or a platform that will allow us eventually not just use it ourselves but also to be able to license the software on a subscription bases. Please take a look at to see the tools and functions. We will need to know a potential price and eta on developing the software. Looking forward to hearing from you!

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    ...User Interface Design - We're aiming for a sleek, contemporary look and feel that appeals to our user base. • Omnichannel Integration - The new system should be standardized to integrate smoothly with our CRM and Inventory Management Systems. • Database Optimization - We need a fine-tuned payment gateway that processes transactions efficiently and reliably. Ideal skills and expertise: • Experience in PHP-based web development. • Proven track record in designing intuitive user interfaces. • Expertise in database optimization. • Previous experience integrating a PHP web application with CRM and Inventory Management systems. I expect the project to not only increase efficiency but also improve user navigation and overall user experience by...

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    I require a Power BI expert to support me with data visualization and report creation tasks. My project...visualization and report creation tasks. My project will primarily focus on sources drawn from Excel spreadsheets, SQL databases and CRM systems. Key responsibilities will involve: - Developing a strong visualization of collected data - Assisting in the creation of comprehensive reports The ultimate objectives are to analyze data trends and improve existing visualization formats for better decision making. Ideal candidates should have significant experience in handling a variety of data sources and creating effective reports. Strong Power BI skills, particularly in data visualization, are essential for this task. Expert-level knowledge of Excel, SQL and CRM systems i...

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    I'm looking for an experienced Italian telemarketer to perform cold calls to business owners promoting our IT solutions. The role is part-time, from Monday to Friday. YOUR TASKS: - Making cold calls to Italian business owners. - Promote our specialized IT solutions, specifically in the area of social media marketing. - Update CRM with calls made, responses, and other key metrics. IDEAL CANDIDATE: - Native or fluent Italian speaker. - Prior experience in sales, specifically telemarketing. - Experience in selling IT solutions or social media marketing services. - Excellent communication and persuasion skills. This project is ideal for freelancers with a background in sales and having knowledge of IT solutions. Familiarity with social media marketing services is a plus. The ...

    €9 / hr (Avg Bid)
    €9 / hr Povprečna ponudba
    8 ponudb

    ...need of an experienced software developer or company (ideally) who can create a robust multi-tenant Cloud ERP SAAS. The ideal solution will be founded on a chosen open-source software and capable of managing diverse business functions. (Some examples I can think of would be erpxext, dolibarr, ...etc). The licensing should allow for this of course. Core Requirements: - Manage Sales & CRM - Oversee Inventory & Warehousing - Handle Accounting & Finance - Support Human Resources Management The software should be designed to be easilt scalable. Experience in cloud-based ERP systems, SAAS projects, and managing multiple users is a must for this job. Any additional knowledge in Human Resources Management systems will be a plus for seamless integration of these features in...

    €18521 - €46303
    Zapečateno Pogodba o nerazkritju informacij
    €18521 - €46303
    36 ponudb

    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...

    €574 (Avg Bid)
    €574 Povprečna ponudba
    53 ponudb

    ...accommodate additional systems inthe future. 3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within Freshdesk. 4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup. 5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features. 6. Start with integrating emails and begin working with CRM, while planning to add further integrations gradually. 7. Plan for manual updates between Zoho CRM and external systems until automated integration is established. 8. Evaluate different vendors(Twilio, RingCentral, Ringostat) that offer integrations with Zoho CRM and Freshdesk for telephony options f...

    €19 / hr (Avg Bid)
    €19 / hr Povprečna ponudba
    18 ponudb

    I'm seeking a knowledgeable and efficient professional to integrate my WordPress + Angular website with Zoho CRM. The key functionalities I'm interested in are: - Contact form submissions - Lead captures - Sales pipeline synchronization - Checkout process These processes should be conducted through real-time synchronization, ensuring my website and Zoho CRM operate in harmony without delay. The ideal candidate for this project should have considerable experience in CRM integration and a proficiency in navigating WordPress and Angular frameworks. A deep understanding of how Zoho CRM works, including its functionalities and synchronization processes, is essential. Outstanding problem-solving skills and attention to detail are also heavily sought aft...

    €287 (Avg Bid)
    €287 Povprečna ponudba
    22 ponudb

    I am looking for an expert in building a CRM system based on the Microsoft Power Platform. The CRM system should be designed with the following functionalities: - Contact/Account management: The system should be capable of managing and keeping track of all our contacts, including their engagements with our business. - Sales pipeline management: The system should provide support in visualizing, managing, and guiding us through our sales pipeline. We need good visibility of our deals at various stages. Our team will be less than 10 users, so you will need to ensure the CRM can efficiently support this number. In terms of customization, I require moderate customization to the system. This will involve incorporating some unique workflows and features specific to my bus...

    €15 / hr (Avg Bid)
    €15 / hr Povprečna ponudba
    61 ponudb

    Our rapidly expanding Real Estate Educational Community is dedicated to providing cutting-edge real estate training and resources. We are at the forefront of integrating technology to enhance the learning experience. To support our growth, we are seeking a talented Developer with a strong background in API connections, Meta APIs, Meta Pixel integration, website reporting, CRM systems (preferably GoHighLevel), and database management. Location: Remote Job Type: Full-time Role Overview: As our Developer, you will be a pivotal member of our team, working closely with our marketing and content departments to enhance our digital footprint and user experience. Your expertise will drive the integration and optimization of our digital tools and platforms, supporting our mission to provide...

    €473 (Avg Bid)
    €473 Povprečna ponudba
    19 ponudb

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