How to use crm for nonprofitsdela

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

I'm in need of a seasoned Sales Manager with a proven track record in th...track record in the security and facility management industry. You'll be mainly responsible for closing deals and building robust client relationships. Your tasks will include: -Generate & Converting leads into sales - Maintaining long-lasting relationships with clients Ideal Skills & Experience: - Experience: More than 3 years in the security and facility management industry - Key Skills: Strong knowledge of customer service practices is essential. Familiarity with CRM systems will also be a great plus. Your dedication to customer service and ability to close deals will pave the way for our company's continued growth and success. Looking forward to...

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...experienced CRM expert to develop a customer relationship management system tailored for my business needs. Key Functionalities: - Contact Management: In-depth contact organization, segmentation, and efficient communication tracking. - Lead Tracking: Robust lead capture, tracking, and conversion analysis. - Sales Forecasting: Accurate prediction of sales trends and opportunities based on the CRM data. User Base: - The CRM system will be used by 1-50 users, so it should be user-friendly, scalable, and efficient. Integration: - It's imperative that the CRM can seamlessly integrate with other systems, particularly: - Email Platforms: For streamlined communication and lead nurturing. - Social Media: To enhance customer eng...

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...seeking skilled freelancers to enhance our sales through targeted lead generation. We need experts who can identify, reach out to, and engage businesses that require consulting services. Desired Skills and Experience: Proven track record in B2B lead generation Extensive knowledge of the consulting sector Expertise in sales growth strategies Exceptional business communication skills Proficiency in digital marketing tools and techniques Familiarity with LinkedIn automation tools like Responsibilities: Develop and implement effective lead generation strategies Utilise LinkedIn, automation tools like , and cold emails for outreach Identify and engage potential clients within various industries Create and execute digital marketing campaigns to generate high-qu...

...logo for a small home-grown floral business. This logo will be utilized extensively across multiple platforms, including my website, print materials, and social media platforms. While certain designs might be welcomed, I do not have a specific color preference, leaving the artist with creative freedom in that regard. Ideal candidates for this project should have: - Ability to communicate and work efficiently with specific themes regarding floral design and script, custom fonts. - Understanding of branding across multiple platforms More specifically: I am in the process of starting a (super small) floral business, growing all my own flowers from my garden in Loveland, Colorado. I am a one-woman strong operation with a passion for growing beautiful flowers...

I am in need of an experienced UX/UI designer to enhance the user experience of my web application. Key Responsibilities: - Enhance the usability and overall experience of my web application - Ensure the design is user-friendly and intuitive - Improve the visual appeal of the platform Ideal Skills & Experience: - Previous experience designing for web platforms - Familiarity with UX/UI principles and best practices - Strong portfolio demonstrating your design skills - Experience with MVP (Minimum Viable Product) stage projects is a plus - Ability to understand and translate user needs into a visually pleasing design PiipAi is hiring a UX/UI DESIGNER We are looking an experienced UX/UI DESIGNER to join our team. We are looking for someone who has ● ...

...(SOFTWARE TESTER) to join our dynamic team. About Us: PiipAi is a forward-thinking software company committed to delivering innovative solutions that empower businesses. Our flagship product is a comprehensive Human Resource management suite designed to streamline operations and optimize people management. We envision this suite as a specialized CRM, tailored specifically to people-centric management. Role and Responsibilities: As a QA (Software Tester) at PiipAi, your role is pivotal in ensuring the quality and reliability of our software. You will work closely with our development team to meticulously test and validate our applications, identifying and rectifying any issues that may arise. Key responsibilities include: - Conducting rigorous te...

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...in need of an expert to develop a vendor registration system for my company. This system will automate the entire registration process for vendors interested in doing business with us. Key Features: - Simplified Vendor Onboarding: The system should allow vendors to quickly provide necessary information. - Document Submission: Vendors should be able to upload business registration documents directly onto the platform. - Verification: The system should be able to verify the submitted documents and inform the vendor of their approval status. Data Collection: - The system needs to capture vendor information including their company name, contact details, and specific business registration documents. Registration Details: - Company Name: Th...

I'm looking for a freelancer who can develop a comprehensive tool for our company. This tool will serve as a CRM, a project management tool, and an employee productivity tracker. Key Features: - **Task Management:** I need a robust task management system with features like to-do lists, task assignments, priority levels, and notifications on deadlines. - **Lead Management:** The lead management functionality should include lead capture, lead qualification, lead tracking, and department-wise segregation. - **Employee Productivity Tracking:** The tool should be able to track productivity across various dimensions such as employees, locations, departments, and cost centers. This should include payroll management, attendance management as well as screen...

...not only for startups but also for incubator staff, investors, and our research partners. The following features are essential: - User management: This will facilitate management of all users in the system including startups, staff, investors, and research partners. - Project tracking: It should enable us to track and monitor all incubator projects. - Resource allocation: Feature to allocate and monitor resources for all included startups is crucial. - Recruitment and selection of businesses: Swipe in potential incubatees, and streamline their onboarding. - Performance tracking: Monitor and assess the development of startups enlisted. - Meetings administration: Schedule, follow up and manage meetings with respective stakeholders. - Integration...

...a skilled and motivated Cold Calling Specialist to support our digital marketing agency located in Canada, Kelowna. As a Cold Calling Specialist, your main responsibility will be following a script and calling businesses on Google Maps to get them to book an appointment with me. You will be provided with a list of leads on the goHighLevel CRM, and your task will be to reach out to these prospects via phone calls to introduce our services and secure appointments for our sales team. Skills needed: - Excellent communication skills - Proficient in cold-calling techniques - Fluent in English and Above - Able to work 30 hours minimum per week. - Familiarity with digital marketing services(Preferred but not required) - Book appoi...

I'm looking for a modern and minimalist logo that combines both text and icon elements. The primary use of this logo will be for my online presence, such as my website and social media platforms. Key Requirements: - Combination of text and icon. - Modern and minimalist style. - Suitable for online usage. Ideal Skills and Experience: - Previous experience in creating combination logos. - Ability to design in a modern, minimalist style. - Understanding of best practices for online logo design. - Strong portfolio that showcases relevant work. - Excellent communication skills to understand and deliver on my vision for the logo.

I'm looking for a professional who can create a visually appealing and user-friendly Wix website for my local business promotion. - The primary goal of this website is to attract and engage local customers. Therefore, the design should be optimized for local SEO and must be in line with the latest web design trends. - I would also like the website to have a CRM tool integrated within it. This feature is crucial for managing and analyzing customer interactions and data, ultimately helping in the improvement of my business's customer relationships and retention. Ideal skills and experience for this job include: - Proficiency in Wix website design and its customer relationship management (CRM) tool. - A strong portfo...

I need a talented developer to build me a cloud-based SaaS ERP system with specific features and integrations. - The system should include essential functions like Inventory Management, Financial Management, and Customer Relationship Management. - It should be customizable at a basic level to allow for changes such as colors and the addition of a logo. - In terms of integrations, I require the system to connect seamlessly with CRM, E-commerce platforms, and Payment Gateways. Ideal candidates should have a strong background in developing SaaS ERP systems and possess the necessary technical skills to integrate different software and platforms. A solid understanding of inventory management, financial tracking, and CRM systems would be high...

I'm looking for a skilled GoHighLevel expert to help me with various tasks related to setting up my account. Key Tasks: - Domain Setup - Automation Setup - Funnel Creation - Communication Setup - Customization for the above tasks Other Tasks: - Lead Generation - CRM Integration - Email Marketing Setup - Social Media Integration I'm particularly interested in: - Professional and corporate design - Custom design Ideal Candidate: - Proven experience in using GoHighLevel - Strong understanding of automation and funnels - Background in lead generation and CRM integration - Skilled in email marketing and social media integration - Ability to create clean, professional, and custom designs. Please provide examples of your previous G...

I'm looking for a skilled individual to set up a GoHighLevel a comprehensive CRM system . The ideal candidate will be able to set up the following key features: - Contact management: Ensure that all contact information is properly organized and easily accessible. - Sales pipeline tracking: Implement a robust system for tracking and managing sales pipelines. - Email marketing integration: Set up seamless integration with our email marketing platform for targeted and effective campaigns. This project is for a small team of 1-10 users, so the setup must be efficient and user-friendly. Expertise in GoHighLevel and CRM setup is a must. Looking forward to your proposals.

...looking for a skilled freelancer to assist in implementing specific modules in Odoo and integrating third-party apps in a bid to significantly improve the customer experience as well as streamline our business systems. You should have: - Outstanding experience and expertise in Odoo implementation and project management. - Proven track record in integrating third-party software and adapting functionalities. - Exceptional familiarity with CRM, Inventory Management, Accounting, and us of Odoo apps to manage food delivery. Key tasks include: 1. Data Migration: -Taking CSV files of my exported sales data from Shopkeep and importing it into Odoo without loss of critical information in order to enable reporting on old sales data. 2. Odoo Imple...

...built in HTML and now need to be replicated in Vue.js. The main functionality I need is interactive forms that integrate with CRM (Customer Relationship Management) systems. Key Details: - The main task is to convert the HTML forms to Vue.js, ensuring they are interactive and user-friendly. - These forms should be integrated into CRM systems, allowing for seamless data transfer and management. - Form validation should be handled client-side only. Ideal Skills for this Project: - Proficient in Vue.js and HTML - Experience with integrating forms into CRM systems - Strong knowledge of client-side form validations A successful freelancer for this project will be able to replicate the existing HTML forms in Vue.js whil...

I'm looking for a data sourcing and CRM expert to help me build a targeted lead list for prospecting. The ideal candidate will have experience in: • Identifying relevant data sources for lead generation based on an Ideal Customer Profile (ICP). • Sourcing high-quality contact information (emails, phone numbers) for 100-200 potential customers. • Data cleansing and validation to ensure accuracy. • Uploading the cleaned data into HubSpot CRM. Project Goals The goal of this project is to establish a foundation for targeted email marketing campaigns. This will be achieved by: • Creating a targeted lead list based on my ICP. • Uploading the lead list into HubSpot for easy campaign man...

I'm looking to expand my web designing and digital marketing agency in real estate and solar business sector, and I am in need of a lead generation expert. Key Project Details: - Potential clients include new businesses that will require my agency's services or people looking to revamp their old websites. - The primary target countries are the United States, United Kingdom, Canada, South Africa, Caribbean, Dubai, New Zealand and other English speaking countries and capitals. - You will be responsible for creating a comprehensive lead generation strategy to attract potential clients and customers. Ideal Skills and Experience: - Proven experience in lead generation, particularly in the real estate and solar industries. - A solid understanding of the E...

I'm seeking a Salesforce expert who can help me with my Salesforce RLM project. - Convert product and bundles from CPQ to RLM Ideal skills: - Proficiency in Salesforce CRM - Experience in Salesforce RLM is a plus - Strong understanding of lead management best practices Please share your relevant experience and how you can help me achieve my goals through this integration.

I'm seeking a capable freelancer to design a hardware cashier system for my business. The system will include: - Cash drawer integration: This is the primary hardware requirement for the system. - CRM integration: The system should work seamlessly with a customer relationship management system. The ideal candidate for this job should have experience in point of sale system design and integration. A strong understanding of customer relationship management is also essential.

I need to use a plugin in word press/woocommerce to provide payments via wire for amounts excceding $xxx in our word press with out exposing our bank details to the customers

Sync/send contact data and mapped custom fields between CRM and proposal tool to improve accuracy and reduce manual data entry and double handling. Share events. Apps: Go High Level , Pylon Observer REST API & Webhooks available

...recently purchased an email list and I'm seeking an experienced Email Marketing Specialist to create and manage a B2B cold email campaign using Mailchimp. The goal of this campaign is to generate high-quality leads and get companies to sign up for our referral programme. The ideal freelancer will have a proven track record in designing and executing successful B2B email marketing strategies and will be able to provide evidence of past performance. Responsibilities: - Develop and execute a comprehensive cold email campaign strategy using Mailchimp. - Craft compelling email content and subject lines designed to capture the attention of potential business clients. - Segment and manage the email list to ensure maximum engagement and res...

...professional to assist me in generating quality sales leads for my commercial building cleaning services. Key Responsibilities: - Conducting outbound calls to businesses within the commercial building cleaning services sector - Establishing rapport with potential leads and effectively communicating the value of our services - Qualifying leads and setting up appointments for our sales team Ideal Skills and Experience: - Proven experience in telemarketing and lead generation, particularly in the B2B space - Excellent communication and negotiation skills - Familiarity with the commercial cleaning industry would be an advantage - Ability to work towards targets and manage a CRM sales pipeline This project is vital for our business growth...

French-speaking candidates only! My organization is currently leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zo...

...appealing graphics for a series of 5 email communications. These emails are part of a campaign directed towards buyers of fundraising direct mail for Non-Profits. Your expertise in HTML and CSS might also be highly beneficial for this project. Key Requirements: - The main goal of this email campaign is to generate awareness of our company, which is in the direct mail printing and mailing space. We are a service organization and do not sell products. The email list is custom compiled to Buyers of fundraising direct mail services. Therefore, the graphics need to be tailored towards achieving this objective. - The tone of the graphics should be professional, authoritative and eye catching. They should exude a sense of trustworthiness, reliability ...

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...in need of an experienced Bubble developer to create a customized CRM system specifically tailored for financial services and their freelancers. This system should be able to: - Track leads: The application should have a robust lead tracking system in place, allowing us to monitor and manage leads effectively. - Manage deals: Deal management is a crucial part of our business. The CRM system needs to support this feature to ensure smooth deal handling. - Provide performance metrics: It's important for us to evaluate the performance of our team. This CRM system should include tools to generate and present performance metrics. Additional features requested for this CRM system include:...

I'm looking for an expert to create a web-based CRM database aimed at efficiently storing and managing information. The data I intend to keep include: - Customer contact details - Sales history - Communication logs - Course details - Course Refresher notifications This project also requires the creation of functionalities to: - Add new contacts - Update existing contact information - Track sales performance Ideal freelancers should have substantial experience in CRM database development, with knowledge of implementing web-based solutions. Familiarity with training or course-based entities would be a bonus. Your expertise ought to allow seamless additions, updates, and performance tracking of stored information. Demonstrable success ...

Buscamos una persona española que ayude a limpiar los datos de un CRM nuevo, subir datos de excel, validarlos o buscar nuevos con herramientas de Marketing.

I'm looking for a skilled artist who can create a replica of an existing image in a cartoonish style. The replication should closely resemble the original but with altered proportions or details. This new image will be used for digital purposes, such as on websites and social media. Key Requirements: - Replicate an existing image in a cartoonish style - Maintain a close copy of the original with altered elements - Ensure the final output is suitable for digital use Ideal Skills and Experience: - Proficient in digital art and illustration - Strong understanding of proportions, details, and shapes - Experience in creating cartoonish art - Ability to replicate existing images while adding a unique touch - Understanding of digital use and design...

i need to get the services of a developer who understands PHP & Java to correct and update some open source software. I have access to raw code and git hub library. Programs work, but needs some adjustments to get them to operate properly. There is not a lot of parts of the the different software that needs correcting and so i would not expect it to take too long, as most of the features work fine, but there are some features that are not working in correct manner. I want to start off with one application fix. Then if work fine, we can work together to add extra features.

...Customer Relationship Management (CRM): Proficiency in the management of all aspects of customer relationships, with the aim of improving business relationships, assisting in customer retention, and driving sales growth. - Project Management: Capabilities in managing projects, tracking progress, and ensuring smooth workflow in our small team set-up. - Billing and Accounting: Knowledge on maintaining a clean ledger, managing bills, conducting proper accounting, pushing follow-ups, and ensuring no dues remain pending. - Payment Tracking: Expert in tracking incoming and outgoing payments without missing any transactions. Time frame for project completion is within a month. Ideal candidate should have a solid background in business management, specifically for small...

I'm seeking a Zoho expert to set up and configure Zoho One for my organization. We currently do not use any specific software or tools that need to be integrated with Zoho One. The main objective is to implement Zoho One for less than 10 users. Key Responsibilities: - Customize Zoho One to meet our business needs - Implement CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Provide necessary training to less than 10 team members on the use of Zoho One. Ideal Skills and Experience: - Extensive experience with Zoho One implementation and customization. - Proficiency in CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho O...

...architectural draftsman proficient in creating a professional drawing of my mixed-use building purchased in 1973. Unfortunately, the DOB and HPD don't have an original layout drawing of my property, which is hindering my process of applying for a Letter of No Objection (LNO) and obtaining a Certificate of Occupancy (CO). The preferred freelancer will have: - A track record in architectural drawing and a deep understanding of building standards prior to 1938. - Proficiency in making comprehensive drawings without original blueprints or plans as a reference. - Broad experience in designing detailed plans that are acceptable for DOB and HPD procedures. - Ability to deliver work within an agreed timeline, as speediness is crucial for this pr...

I'm looking to hire a seasoned software developer to create a software for my financial recovery business. Understanding of finance and debt recovery processes is definitely a plus. Key Features: - **Customer Management**: This is a critical feature for the software. You should be able to create a system that allows client profile building. Client Profile Building: - **Financial Status**: Ability to input and monitor financial status of every client. - **Contact Details**: Capacity to register each client's contact information. - **Recovery History**: Capability of logging each client's financial recovery history to keep track of progress. Proficiency in backend programming and database management is required. Kno...

I'm looking for a developer to create a complex ecommerce website based on Odoo ERP. This project involves extensive customization and integration of various features primarily tailored for a multi-branch business model. The system must be able to handle multiple branch warehouses, with each customer being assigned to a specific branch based on their location. Key Requirements: - Integration of Point of Sale (POS), Accounting, Customer Relationship Management (CRM), Inventory Management and Purchases features from Odoo ERP. - Implementation of a system that assigns customers to a branch based on their location. This should be done automatically based on IP, and also allow customers to manually select their preferred branch. - Se...

I'm in need of a skilled photo editor to work on a batch of 10 raw images initially. If the initial batch is to my satisfaction, I have more photos that will need editing. The photos are of jewellery (earrings, necklaces, bracelets), so the metal and stone colour should be clear. Requirements: - Expertise in working with RAW format (NEF to be precise) - Ability to edit photos in a natural and subtle style - Proficient in cropping and grading images The edited photos will be used for online publication, so it's important that the quality be top-notch. If this goes well, I will have more work for you in the future.

...this is all to be done on a new Linux STAGING ONLY server. 1) Linux staging server setup -> deploy our existing project to a new VPS using gitlab 2) Woocommerce -> continue long term development work on our existing custom plugin. Transfer the existing production woocommerce to this staging server. 3) ongoing long term development of our CRM app Other components of our stack which are a HUGE ADDED BENEFIT if you can work on them -> .NET ASP, WEB API + MS SQL DETAILS HERE -> PRIORITY IS TO HAVE A DEVELOPER ON OUR TEAM (LONG TERM) THAT CAN FOR NOW ALSO WORK WEEKENDS AS WE HAVE SEVERAL EMERGENCIES TO FINISH URGENTLY. Someone who can efficiently manage Linux VPS and efficiently use GITLAB is critical. Initial...

I require a skilled website developer who can build an informational website for me, ensuring it is user-friendly and satisfies the following criteria: - It should feature engaging use case content that is easy to navigate by visitors. - The website's interaction should be based mainly on allowing users to efficiently search for information. Previous experience in creating similar informational websites would be beneficial to achieving the best results. Knowledge in effective SEO practices is also highly desirable.

I am looking for a skilled developer who can create an advanced chatbot for my PHP-based CRM. The key aspects of this project include: - Chatbot for Customer Support: The primary function of this chatbot will be to handle customer inquiries and provide advanced problem-solving support. - Integration with PHP CRM: The chatbot needs to seamlessly integrate with my current CRM system. - GPT AI: The preferred technology for the chatbot is GPT-based AI. - Customization: I would like the chatbot to be fully customizable and easy to program for future updates and modifications. Ideal Skills: - Proficient in PHP, GPT AI, and CRM integrations - Experience in developing advanced chatbots for custo...

...adept at enhancing and editing pictures. The pictures I need to be edited are meant for personal use, and they are a of a father and son. Key Requirements: - Color Correction - Retouching - Background Removal - The pictures should be edited in a natural and realistic style. I'm looking to work with a professional who can make these pictures even more special. Ideal Skills and Experience: - Proven experience in picture editing, especially for personal use - Ability to deliver clean, natural and realistic editing - Attention to detail - Strong communication skills, as we may need to discuss the editing direction. Please provide examples of your previous work, especially if you've edited family or portrait pict...

...engineer who is proficient in Odoo and Python to help me build a robust CRM system. The project calls for a quick turnaround - I need it to be completed ASAP. Key Features: - Sales Pipeline Management: The system should help me track my sales process from lead generation to conversion. - Customer Interaction Tracking: I want to record all interactions with my customers, including emails, calls, and meetings. - Integrated Email Marketing: The CRM should have seamless integration with my email marketing tools so I can easily communicate with my customers. - Scheduling: I need the system to have scheduling capabilities to help me manage my time effectively. Primary Goals: - Improve Customer Satisfaction: The CRM should...

I am looking for a skilled individual to set up ClickUp for my small team. We are less than 10 members and primarily need it for task management and team collaboration. Key Requirements: - Configuration of ClickUp for task management - Set up of collaboration tools to enhance team communication and efficiency - Integration with Email and Calendar for seamless workflow - Integration with our CRM software for better customer management - Linking with our file storage services for easy access to relevant documents Ideal Skills: - Proven experience in setting up ClickUp for small teams - Strong understanding of task management and team collaboration tools - Familiarity with Email and Calendar integration - Pr...

I am seeking an experienced professional who can streamline my cus...relationship management system and take my LinkedIn marketing efforts into the next level. The ideal freelancer for this project should be: • Highly experienced with Bullhorn/Mail chimp CRM platform. • Proven track record in devising and implementing LinkedIn marketing strategies. • Proficient in integrating Bullhorn/Mailchimp CRM with LinkedIn and Lusha. Key Tasks: • Integrate Bullhorn/Mailchimp CRM with LinkedIn and Lusha. • Develop and execute compelling LinkedIn marketing strategies. • Regularly update and maintain the integrated system. This is a significant project that requires a deep understanding of CRM and LinkedIn marketing strategi...