Sugar crm need simple customizationdela

1. Se requiere una solución, no necesariamente un sistema. Se busca alternativas que puedan funcionar adecuadamente como por ejemplo una adaptación de un sistema grande ya existente en un rubro similar y agregar las funcionalidades mapeadas en este requerimiento. Otra alternativa es utilizar un ERP o CRM ya existente y adaptarlo. También se puede usar Power BI para emitir reportes de las funcionalidades solicitadas a través de una interfaz (ingreso de información con la ayuda de alguna otra herramienta). Finalmente, también se puede usar Excel a un nivel avanzado, he visto que se realizan interfaces en Excel como si fuera un sistema. Estas son algunas de las ideas/alternativas a las que me refiero, ya queda en su criterio indicar estas alter...

We are looking for a proficient Zoho developer to assist us integrating Zoho with Akiles via API. Key tasks & responsibilities: - Integration of our Zoho CRM with Akiles From Zoho I have to be able to communicate with Akiles API and: - Create an User - Give access to specific location for a period of time. You need to create an interface where an user can login and can press a button to open the door assigned in Akiles. Required Skills & Experience: - Proficiency in Zoho CRM - Experience integrating Zoho with other platforms. - Knowledge of Akiles platform. This role is not just about skills but timing as well, therefore we require someone who can accomplish these tasks within a strict 30-35 days timeframe.

...timely maintenance of all listed resources, update plugins, monitor settings, etc. - Identify and prevent errors in settings and/or functionality of services in advance - Fix main menu on the website, add/remove buttons - Add/remove a block on an existing page. The page itself can be made using HTML or a designer (Wp-Backery or Elementor) - Set up contact form integration with Google Sheet, Kommo CRM, MailChimp, Gmail, etc. - Fix page displaying - Upload materials to the website, correct the page content, adapt the mobile/desktop version - Transfer a page from Wp-Bakery to Elementor or vice versa and so on. If you're easy, fast, and fun to figure out any unexpected technical tasks and challenges - you're the one we're looking for We are looking for an expert for ...

I'm seeking a seasoned Reactjs developer to create a robust Cloud-Base Travel CRM. The CRM should simplify the management of various aspects of a travel and tour business. Key Features: 1. **Customer Management:** Build profiles, track booking history, maintain customer communication logs. 2. **Booking Management:** Versatile enough to handle the complexities associated with travel and tour bookings. 3. **Itinerary Management:** Aid in planning and scheduling trips. 4. **Sales, Accounts, and Operations Management:** Facilitate fluid handling of financial and operational affairs. 5. **Marketing Management:** Provide capabilities to manage and track marketing efforts effectively. 6. **Company Email & Whatapp api Integration:** Seamless integration with communication c...

I am seeking a skilled web developer to integrate Flight Search, Hotel Booking, Car Rental and Tour APIs into my existing travel website. This requires someone with proven ...website. This requires someone with proven experience in handling APIs as well as adding multi-language support. The job involves: - Flight Search Engine Integration - Hotel Booking API Integration - Car Rental API Integration - Tour API Integration - Adding Spanish language support to the website The ideal candidate will have: - Proficiency in API integration - Proven track record of website customization - Excellent knowledge of multilingual website setup, specifically Spanish. I'm excited to see how we can collaborate on this project. If you think you're the right fit, place the bid for a more ...

I am actively seeking a D365 CRM consultant/developer with a proven track record in configuring and customizing the Sales and Marketing modules of Dynamics 365 CRM software. I strongly prefer individuals or teams who have: - Specific expertise in D365's Sales and Marketing modules - Past work to showcase their capabilities and insights, preferably in similar projects or industries - Ability to leverage Power BI You will be taking over a platform used as a membership database for an organisation with 30 employees and 10000 members. The work would include support when needed as well as developing new features when requested

...profiles. - View employee roles, contact details, and other pertinent information. 5. Project Management Screen: - Create new projects and view details of ongoing or completed projects. - Assign employees, supervisors, and managers to projects, set start and end dates, and monitor progress. - Overview of project health, including time and resource allocation. 6. Client Management Screen (for CRM): - Store and manage client information, including contact details and communication history. - Track interactions, projects undertaken, and client feedback. - Add/Edit opportunities, rumours along with the likelihood of award and likelihood it is award to us. - Integration with project management for billing and project status updates. 7. Employee Time Off and Leave Mana...

...reaching out to Homeowners in the US that are paying high electricity bill, offering them Solar panels and other Home Improvement products at Zero Dollar Down to reduce their electric bill and make their home more energy efficient. We are in need of dedicated cold call appointment setters team to join our us for long-term. **Requirements:** - Proven experience in telesales, call center, or BPO setting. - Excellent communication and interpersonal skills. - Ability to work US business hours. - Reliable internet connection and a quiet workspace. - Knowledge of CRM software and telephone systems. - Ability to handle rejection and maintain a positive attitude. Compensation is hourly pay plus and will also include performance based incentives. We appreciate your interest and ...

I need a proficient freelancer to design a CRM platform that will adeptly handle contact management, sales pipeline tracking, task management, social media management and integrated blog posting functionality. This application will be utilized for up to 10 users who require full admin access to the system. The ideal freelancer for this project is expected to have proficiency in CRM development, understanding of sales processes, strong task management skills, social media integration knowledge, and experience in blog integration for posting. Familiarity with building user-friendly interfaces for varying user access is key. appreciate if anyone who has developed a crm in the house moving industry to show a demo

I'm in need of an experienced freelancer to customize the layout of my Odoo online invoices, along with the addition of extra fields. The areas that require customization include: 1. Layout Changes: - Rearranging columns. - Changing font styles and colors. - The incorporation of custom headers and footers. 2. Additional Fields: - We also need to include the following additional fields on the invoice: - Customer Purchase Order (PO) number - Payment terms - Shipping address The ideal candidate should have previous experience with Odoo, particularly in customizing its online invoices. Attention to detail and a keen eye for design aesthetics are essential for this task, to ensure the revised layout presents all the vital details in ...

I am in search of a skilled UK based professional who can help us enhance SharePoint's functionalities. This mission-critical task involves advanced customization and the use of Power Automate. This project does not include user interface, migration or training services. Key responsibilities: - Carry out orientated functionality additions - Create solutions that integrate with SharePoint - Develop workflows using Power Automate Ideal skills: - Demonstrable skills in SharePoint customization - Proficient in Power Automate - Strong understanding of SharePoint workflows - Excellent problem-solving skills If the above description fits your skill set, I invite you to bid for this project. Prior experience in similar projects will be highly appreciated.

...key moments from international and national matches. Collaborate with video streaming services for extended coverage. Polls and Surveys: Engage users with cricket-related polls, providing real-time results and insights. User Interactivity: Implement commenting and discussion forums for users to share opinions and insights. Facilitate social sharing features for sharing scores and updates. Customization: Provide personalized user profiles with options to set favorite teams and players. Offer theme and notification preferences for a tailored user experience. Mandatory Floating Widget: Implement a mandatory floating widget for real-time score updates, inspired by "Cricket Exchange." Budget: Our budget for this project is approximately 1.5 lacs INR, and the inclusion ...

...seeking a CRM developer to create a robust booking system catered specifically for agency staffing businesses. This system should allow our clients to book our agency staff with minimal user input, ensuring efficiency and ease of use. The clients can see the qualifications of the staff when booking. Key features must include: - Calendar Integration: The CRM should neatly align with a calendar system for seamless scheduling - Email Reminders: Automated prompts that remind clients of their appointments, reinforcing our commitment to punctuality and dedication. - Real-time Staff Visibility: Clients should be able to view agency staff qualifications directly, helping them make informed decisions while booking. Ideal candidates for this project should have significant experie...

I have an existing mobile and web app built with Flutter and Laravel which needs feature customization. Here's what I need: - An automated system that prints tickets for each order placed. However, we'll like to keep the order acceptance manual. - An expert with significant experience in Flutter - Laravel integration must handle this customization. Proficiency in Flutter, Laravel, and integrated systems will guarantee a successful job completion.

...for the configuration and setup of the OpenSolar App. The main focus will be on fine-tuning user permissions, customizing quotes, and creating components. Please note that this project explicitly does not involve project planning, as our internal team will handle that aspect. Tasks: Configuration of User Permissions: Define and fine-tune user permissions based on roles within the company. Customization of Quotes: Modify and customize quotes within the OpenSolar App according to our company's specific requirements. Creation of Components: Capture and configure components in the OpenSolar App as per project-specific requirements. Requirements: Demonstrable experience in configuring and setting up the OpenSolar App. A solid understanding of solar energy projects and their a...

...to build a basic chatbot for our website, with a particular focus on integrating it with our CRM Zendesk system. The website is with api's to be done here in the document : Requirements: - Development of a basic chatbot dealing with queries and commands using the API's from - Integration of the chatbot with our existing CRM system Zendesk - The chatbot should seamlessly handle customer interactions, redirecting them as necessary based on their queries. Ideal Skills and Experience: - Experience in developing simple chatbots - Proficiency in Zendesk or similar CRM systems - Strong understanding of web-based platforms - Excellent problem-solving skills and

...on an exciting journey to launch organic sugar products, and I am seeking a talented graphic designer to bring the essence of my brand to life through compelling sticker designs. These stickers will represent the heart of my brand on an array of sugar products including granulated, brown, and powdered sugar, all of which are organically produced. This endeavor aims not just to attract attention, but to encapsulate the purity and natural goodness of our products. **Ideal Skills and Experience:** - Proficient in graphic design, with a portfolio showcasing previous packaging or product sticker work. - Experience with designing for food products, particularly organics, is highly desirable. - Creativity to translate the natural, organic essence of our sugar produ...

We are seeking a ready-to-use open-source app and platform that closely resembles the functionality and user experience of TikTok. We aim to customize this platform to create a unique ssolution tailored to our specific business and target audience, incorporating AI/ML capabilities for enhanced user engagement and personalized reco...around the open-source project. - Flexibility for adding and modifying features based on our requirements. If you have a ready-to-use open-source app and platform that can be customized to meet these requirements or something similar, incorporating AI/ML capabilities, we would love to explore the possibility of working together. Please provide details about your offering, including features, customization options, pricing, and any relevant documentation...

Nous recherchons un professionnel compétent pour transférer nos données de notre CRM Sellsy à Pipedrive et reconfigurer tous nos pipelines de la même manière. Il faudra simplement réimporter les contacts, les descriptions des fiches, les commentaires et les tâches.. Cette tâche nécessite surtout une connaissance de Pipedrive et non de Sellsy. Compétences nécessaires : Migration de données Pipedrive

Hi Adnan, Can construct a website mirroring the design of this template: The website will function as a portfolio platform for showcasing photography work. Key features include a homepage with a full-screen image slider, portfolio pages for different categories, an about page, a contact form, responsive design, basic customization options, and SEO optimization.

I need help on Zapier and DocuSign integrations. The core task is to finalize the workflow which includes the primary action of sending populated DocuSign envelopes effectively. The specific requirements are: - Mapping of Specific Fields: Sender's name, Recipient's name along with 11 additional fields. Respective field names from the CRM as well as the DocuSign document are readily available for integration. - Document Sending: The established workflow should ensure a successful send-out of one specific document. - Capturing and Utilizing SignLink URL: After sending the document envelope, the signnow URL needs to be captured. This URL is to be used to copy into a text message. i need it done today.

Hey there :) I have designed a webpage on Canva and I either need it uploaded on preferable HTML or on Wordpress. I have hosting. Examples below but I have all the pages done

Looking for an adept WordPress developer to assist with theme customization. Specifically, the project will involve modifying colors, typography and ensuring seamless data upload. Skills and Experience: • Proficient in WordPress theme customization • Experience in working with colors and typography • Knowledgeable in configuring and handling data upload Project Tasks: • Customization of WordPress theme colors and typography • Uploading and configuring text content, product images, and blog articles • Ensuring the above tasks contribute to the overall functionality of the site. Ideal freelancers should showcase previous work relating to these tasks for vetting purposes. Quick project turnaround is preferred.

...business. The app will offer functionalities similar to MoeGo, allowing for point-of-sale transactions, customer relationship management (CRM), and self-service appointment scheduling. The application should be accessible on iOS, Android, and web browsers. Target Users: Pet groomers (employees) Business owners/managers Customers Features: Point-of-Sale (POS) System: Process in-person and online payments (consider integration with payment gateways) Manage service packages and pricing Issue receipts and manage invoices Dashboard for real-time sales tracking and reporting (revenue by location, service popularity, etc.) Customer Relationship Management (CRM): Create and manage customer profiles Store pet information (species, breed, notes, etc.) Track customer history (pa...

I'm looking for an adept developer who can build a system that works somewhat akin to Canva, which allows adding artwork to pictures. Essential functionality includes: - Adding Artwork: The ability to insert different forms of artwork such as illustrations, text, and shapes to images is crucial. - Artwork Customization: Not only should the user be able to introduce artwork, but they should also have the capability to edit its aspects, notably color and size, to tailor it to their preferences. - Navigation: In terms of choosing and applying the artwork, it should follow a user-friendly, drag and drop feature. What I expect from you: - Proficiency in web-based application development. - Familiarity or previous experience with designing similar project like Canva is a majo...

I'm seeking a skilled marketer or company with a proven track record in product marketing. The goal for this project is twofold: 1. Increase Customer Acquisition: You should have significant experience and success in strategies that attract and convert potential customers. 2. Enhance Brand Awareness: I want our CRM product to be a recognisable name within the industry. Experience in brand building and establishing a strong market presence is paramount. In their application, freelancers/companies should include relevant examples of their past work, particularly highlighting instances where they successfully achieved similar goals....

I am seeking a skilled web developer to construct a multifunctional website dedicated to ...cards, trading cards, and collectible cards. - Ecommerce Functionality: The platform must also facilitate the buying and selling of these cards with detailed listings, including card images, descriptions, conditions, and pricing. - Payment Gateway Integration: A secure and reliable payment gateway that supports transactions for both the purchase of cards and the grading services offered is crucial. -CRM to upload graded card detailed report. Ideal Skills and Experience: The perfect freelancer for this project will have a strong background in ecommerce site design and development, payment gateway integration, and database management. Familiarity with collectible card transactions would be adv...

Project Title: Enhancing Website Change Detection with Custom SaaS Solution Description: We are seeking an accomplished developer to craft an upgraded version of an open-source project Our project entails the following key elements: **Specific Features:** - Tailored customization to align with our unique requirements. - Development of a custom API in either Node.js or Python, which can be seamlessly integrated into our existing application, serving as a Software as a Service (SaaS) solution. - Robust authorization and authentication mechanisms to ensure data security. - Cost-effective and highly scalable infrastructure, utilizing AWS Cloud or other comparable services. **Timeline:** - Completion of the project is expected within one month.

I am looking for a highly skilled freelancer with expertise in membership management platform. Your job will be centered around the configuration, and potential customisation of Joinit. While there aren't any specific demands yet for custom features or functionalities, your experience in that area would undoubtedly come in handy if need be. The project must be immediately tackled and completed ASAP. In your role you will: - set up all features and environment for a members based organisation using our account. - you must have a solid understanding of the platform and be able to maximise the platform for members and managers. - integration with a WordPress website is also required. Ideal Skills: - Previous experience with Joinit installation and

I am looking for an intermediate-level Wordpress developer with experience in Advanced Custom Fields (ACF) to render assistance with plugin customization and successful integration with Wordpress. It will be beneficial for the freelancer to have experience with complex field setup and customization, and implementing this in a Wordpress environment. Ideal Skills & Experience: - ACF plugin customization - Wordpress development - Intermediate experience level Please include relevant past work in your application, especially with ACF and Wordpress integrations. A detailed proposal on how you can tackle this project will be a big plus.

As a prolific business, I am seeking a skilled JavaScript developer who specializes in front-end development to work on my project. I have an application that requires high-level proficiency in Javascript, which can use the ECG formatted data (10/12 Lead) to plot the ECG graph (it must be interactive) 1. Support both direct plotting and plotting SVG preview in the browser 2. Support customer-defined lead order. The user must be able to select the leads LI, LII, and LIII and see the plotting in real-time. 4. Support customer-defined column count Pls bid only if you have prior experience or have knowledge of how the ECG plotting works

I require a proficient PHP and CSS developer to customize the frame of my current built-in chat system. Tasks: 1. Chat Frame Customization - You will need to refine the chat system frame for both mobile and desktop browsers, ensuring a seamless user experience across platforms. We are not looking to overlay or replace the existing frame, but to enhance and tailor it to better suit our needs. 2. CSS Scrolling Fixes - We've encountered an issue where the layout gets distorted due to incorrect sizing while scrolling up and down. It's essential to address this issue, ensuring that function and aesthetic remain uncompromised, regardless of the screen dimensions or platform. Ideal Skills: - Proficiency in PHP and CSS - Experience in UI/UX design - Problem-solving ...

I'm looking for an experienced web developer who can significantly improve the loading time and overall performance of my website which is built on ADM Gerencia CRM. The professional ideally should have: - Proficiency in CRM website optimization - A strong understanding of ADM Gerencia CRM - Experience in improving website speed and performance - Adjust the basics for SEO The goal of this project is to ensure a swift and seamless user experience on my website. Optimizing the loading speed and enhancing the overall performance are critical parameters. I look forward to seeing your proven track records in similar projects.

...Experience in product design specifically timing controls - A background in industrial-grade electronics - Strong knowledge of user interface design. By combining these features, the timer will optimally control the fan for specific periods, allowing for customization according to industrial needs. The end product should be robust, user-friendly, and suitable for an industrial environment. The plastic housing has already been concept designed. I need an estimate for the total cost of circuit design and possible PCB layout. I need to provide my customer with a quotation to get a solid purchase Order before starting the project....

I require a proficient PHP and CSS developer to customize the frame of my current built-in chat system. Tasks: 1. Chat Frame Customization - You will need to refine the chat system frame for both mobile and desktop browsers, ensuring a seamless user experience across platforms. We are not looking to overlay or replace the existing frame, but to enhance and tailor it to better suit our needs. 2. CSS Scrolling Fixes - We've encountered an issue where the layout gets distorted due to incorrect sizing while scrolling up and down. It's essential to address this issue, ensuring that function and aesthetic remain uncompromised, regardless of the screen dimensions or platform. Ideal Skills: - Proficiency in PHP and CSS - Experience in UI/UX design - Problem-solving ...

I'm seeking assistance to establish our Zoho CRM, with emphasis on: - Customizing fields and modules - Importing existing data - Integrating with other platforms; specifically project management software and Outlook - Implementing templates - Providing on-going training and support, particularly in lead and sales pipeline management The ideal candidate will have extensive experience with Zoho CRM, from customization to integration. Familiarity with project management software and Microsoft Outlook is a must, as is the ability to train staff in efficient use of the system. A proven track record in lead and sales pipeline management is beneficial.

I'm looking for a skilled WordPress and Elementor developer for my urgent project. I am currently using the Woodmart theme on my website and need expert help in: - Customizing my WordPress theme - Creating custom plugins & templates - Creating customized widgets and templates using Elementor for our website Experience in Elementor and the Woodmart theme is ideal. The project should be completed as soon as possible so prompt communication and quick turnaround are highly appreciated.

As an enthusiastic game developer, I'm in need of a talented individual who can assist in environmental landscapes and 3D object modelling for our project on Roblox. Map Modelling: - The first aspect of this job entails creating immersive environmental landscapes along with some unique 3D objects to fit into the theme of the game. Trading System Development: - You will also be responsible for establishing a robust trading system to allow our players to engage in item trading and make in-game purchases effectively. Gameplay Feature Development: - (Key) functionality development will consist of creating an engaging quest system and a detailed character customization feature to enhance user experience. - The project also includes incorporating a well-structured mult...

I'm using the latest WordPress on BlueHost. Variations theme. I'm in the late stages of finalizing my blog site and need assistance with the menu. I've attempted to use a MegaMenu plugin, but I'm struggling to get it operational. Despite the plugin being fully compatible with my platform, it just doesn't show up as it should. Key Areas Where Assistance is Needed: - MegaMenu Plugin: Understanding why the plugin isn't appearing correctly. - Menu Customization: Assistance in setting up the MegaMenu plugin, ensuring it's responsive and displays all items correctly. - Link Pages Correctly: Ensuring all menu items link to the correct pages. Also tried the CBX previous next plugin but some of the pages are skipped when clicking the arrows. Here ...

Ideally I want an app for this. I need UI for all of this. And in 2 weeks I'll have more instructions on simple implentation This is a project that I can pay for for the next 6 weeks. Feature Overview (Preliminary, more to be added): Medical Professionals (Doctors, Physician Assistants, Nurses, Nurse Practitioners): Sign-up and sign-in functionality Recording of Patient Details Tech stack, java probably. I'm open. I also can pay by hour, or fixed price. But I'll start with pay by hour.

I am in immediate need of a skilled Shopify store designer who can lend their expertise to enhance the overall aesthetic and functionality of my current Canopy theme. To reinforce the visual appeal and user experience, I am particularly keen on customizing: - Header design: Create an attention-grabbing header that aligns with the brand's identity. - Homepage layout: Revamp the layout to be more intuitive and user-friendly, ensuring easy navigation. - Product page design: Implement compelling layouts that effectively showcase products and enhance customer engagement. I need someone who can dive into this project straightaway. As for me, I will actively take part in creating the content for the pages. Please note that the design should still be within the confines of...

I am in immediate need of a proficient developer to create a form builder with customizable options. Key Features Wanted: - Customizable form fields: I am looking for a form builder that will allow me to edit and tailor the fields to my specific needs. Fields Types Required: - This form builder should primarily support fillable text boxes for answers to questions. However, the developer having additional experience with dropdown lists and multiple choice options is a plus. Timelines: - I need this project completed ASAP. Therefore, the freelancer must have solid time management skills and the ability to prioritize tasks efficiently. Ideal Candidate: - Must have extensive experience in form builder development and customization. - Should demonstrate a proven track ...

I'm in need of a proficient Shopify developer to develop a store with specific features. Here's what you can expect from the project: - Developing a product catalog: This will be the main feature of the store. - Implementing shopping cart functionality: A user-friendly and sleek cart page for a seamless shopping experience. - Payment gateway integration: For user ease, we need a secure, reliable payment gateway incorporated into our store. On the design front, I don't have anything specific, so I'm also looking for advice and creative input on the design/theme for the store. The project didn't specify a level of customization, but being flexible with adjustments is a must – we'll figure that out as we proceed. Ability to adapt wit...

I'm urgently in need of an experienced Shopify web developer. My online store needs your expertise. Requirements: - Experience in Shopify platform - Familiar with theme customization, payment gateway integration, product page design, logo design and more Experience: I would like to see proof of your experience that is relevant to the project's needs. Please include this in your application. I have a current website through shopify, but lately it has issues/errors. I need a new theme and some things such as the delivery section/calendar, Add to your product section and a few other things need to be fixed. I also need a new modern logo and I need the new site to be modern and very eye-catching to customers, easy to navigate and optim...

I'm in need of an intermediate-level D365 CRM trainer who can deliver effective training to around 21-30 of our team members. The training focus should be particularly on the Sales and Marketing Module of D365 CRM. Your responsibilities will include: - Facilitating interactive sessions to impart skills and knowledge about the D365 CRM with focus on Sales and Marketing Module - Tailoring content to match the learning pace and understanding of the trainees - Turning complex concepts into easy-to-understand training material Ideal candidate should have: - Proven experience as a D365 CRM trainer - Strong understanding of the Sales and Marketing Modules within the platform - Excellent communication and presentation skills - Training can be provided i...

We need an online Virtual assistant to help us with our company tasks such as social media posts, research data entry etc... The tasks are very simple, however, this will be ongoing, daily work for the foreseeable future. Must be reliable and consistent in order to be successful in this role.

We need an online Virtual assistant to help us with our company tasks such as social media posts, research data entry etc... The tasks are very simple, however, this will be ongoing, daily work for the foreseeable future. Must be reliable and consistent in order to be successful in this role.

We need an online Virtual assistant to help us with our company tasks such as social media posts, research data entry etc... The tasks are very simple, however, this will be ongoing, daily work for the foreseeable future. Must be reliable and consistent in order to be successful in this role.

Integrar el boton de WhatsApp a CRM Zoho

I have a pressing project involving my Wordpress Fluent Forms and my CRM, which happens to be Vin Solutions. I need to send leads from these fluent forms in the ADF format directly to my CRM, but I'm having trouble making this I need someone who can do this work now and who has experience posting XML ADF format leads into a CRM