Vtiger crm invoicedela
I need a sleek and modern website for real estate purposes. Key Features Required: - Property Search: Allow users to find properties they're interested in wit...array of properties for sale with relevant information about each property. - Mortgage Calculator: Feature that enables users to calculate potential mortgage payments. - Interactive Map: Visual aid for users to locate properties geographically. - CRM Integration: Sync website with our Customer Relationship Management system for streamlined operations. Ideal candidates should have significant experience in real estate website development, with a proficiency in designing sleek, modern platforms. Applicants should also have a deep understanding of CRM integration. Using engaging UI/UX designs is critical to enha...
... There should be ring buying option on our app. User will selet the ring, select size, add to cart and make payment. Then app will be delivered to user. After ring is shipped, user will get a tracking i.d and tracking notifications on their app. Once ring is delivered, user will get a notification that your smart ring is delivered. Once ring is delivered, users will get an invoice pdf on their email and download invoice in their app. You will have to integrate all APIs. Admin should be able to see all downloads, all transactions on a graph of total users or any particular users day wise, time wise, datewise, yearwise, monthwise etc. My primary goal is to cater to both Android and iOS users, providing them with an engaging and efficient way to make contactless payments. ...
...efficiency and providing insightful analytics to guide decision-making. **Core Features Required:** - Sales tracking that captures real-time data and trends. - Inventory management capable of forecasting needs based on sales. - Integration with our existing Customer Relationship Management (CRM) system for a seamless workflow. **Ideal Skills and Experience:** - Proven track record in developing MIS or similar systems. - Strong proficiency in database management and web development. - Experience with CRM integration. - Knowledge of sales and inventory optimization strategies. - Ability to implement data analytics for performance tracking and decision support. I anticipate this project requiring close collaboration to tailor the system to our specific operational needs, ...
...commission for each sale resulting from appointments you set. Requirements: Must schedule a minimum of 2-3 appointments daily. A trial period of 7-14 days will be provided. Contractor Requirements: I am seeking a contractor who meets the following criteria: Strong proficiency in English and Spanish communication. Familiarity with phone and email etiquette. Proficiency in Microsoft Excel and/or CRM systems. Availability between 6am – 5pm PST, Monday through Friday. Experience in sales, telemarketing, email marketing, and texting. Preferred Qualifications: English Level: 8-10 Fluent in written communication with good verbal skills. Daily submission of reports; failure to comply will result in contract termination. How to Apply: Please submit a cover letter addressing the fo...
...on real football match outcomes. Our goal is to create an immersive, engaging, and user-friendly experience that appeals to football fans worldwide. Key Features Needed: User Registration and Profile Management Team Creation and Management Live Scoring and Real-Time Updates Live quizz and games Pronostics games Integration with Live Rating APIs (e.g., for player stats, game schedules) CRM Integration for User Support Push Notifications for User Engagement Social Media Integration for Community Building Admin Dashboard for App Management Project Requirements: Mobile App Development: Experience in both iOS and Android platforms is preferred. Cross-platform development experience (React Native or Flutter) is a plus. We need a modern, intuitive design that enhan...
I'm looking to build a web application that will assist in patient care. The software will allow the user to display medical problems and allow those problems to be manipulated in a variety of ways. The problems can be altered, moved, and utilize macros within to quickly po...ways. The problems can be altered, moved, and utilize macros within to quickly populate fields w/ data. I have attached a screen shot of the UI that I have in mind. Most importantly the project needs to be developed in a flexible manner as I hope to develop this software over years. To speed development and save on expense, I'm not opposed to utilizing open source software to build upon for CRM. Really looking to find a reliable partner for long-term work but right now would just like to see a ...
Hello, Greetings! You are looking for a competent bookkeeper to manage crucial daily financial transactions for your business. I am expert bookkeeper by using QuickBooks Online. I will provide you support by using QuickBooks Online....-invoices-data-entering-around/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments https://www.freelancer.com/projects/accounting/NEED-PAYROLL-ASSISTANCE-FOR-PAYSLIP/reviews • • Not only I am expert my QuickBooks Online, but I am also proficient in 1) Company Setup 2) Chart of Accounts Setup 3) Input two back-dated expense invoices (Payables). 4) Prepare sales invoice template (Receivables) 5) Bank Reconciliation 6) Tax Preparations 7) Payroll Management and 8) Preparing the final Financial Statements Best...
... NETWORKING > SUPPORT ) 2. Cost and Revenue Centers 2.1 Cost Centers Establish cost centers for work orders to track and allocate expenses efficiently. This includes: Consultant or Services Fees Invoice Management (Passive Invoicing tracking on first note import, linked to work order) Cost Structure allocation (e.g., logistics, server, electricity, office rent) to share as a percentage to every single client or work order. 2.2 Revenue Centers Set up revenue centers to monitor incoming payments and revenue streams related to work order management. This includes: Invoice Tracking (Active Invoicing tracking on first note import, linked to work order) Revenue from Clients Revenue by Category 3. Consultant Management 3.1 Assignment of Consultants Assign cons...
...developer, proficient in Android development and, ideally, with prior experience in customer relationship management (CRM) software, to design and build an app for android system with features that include: -SMS synchronization: Implement a solution to ensure seamless integration and synchronization of text messages between the app and our CRM system. (two way) -CRM & Web API Integration: The app needs to fully integrate with our CRM and have capability to connect with a Web API. Additionally, a (web based) management platform is to be created that can perform: -User Access Management: Allow for the control and monitoring of user access within the app. -Integrate with our CRM so that multiuser access is possible. -Data Analytics & Repo...
...seeking a skilled developer to create a program capable of transforming Excel data sets into uniquely designed invoices and automatically sending them to my clients on a weekly basis. This project requires a fine balance between automation, design, and reliability, ensuring that each invoice reflects the unique branding and style of my business, while also streamlining the process for efficiency and consistency. **Requirements:** - Develop a program to convert Excel data sets into invoices. - Create a unique invoice design as per my branding requirements. - Automate the sending of these invoices to a predetermined list of clients weekly. - Ensure the system is reliable and can handle various data discrepancies in the Excel files. **Ideal Skills and Experience:** - Profic...
...communication. - Maintain detailed records of calls made and outcomes achieved to optimize future sales strategies. **Skills and Experience:** - Strong verbal communication skills, with the ability to adapt messaging for individual or business clients. - Experience in telecalling, particularly with a focus on product sales. - Proven track record of meeting or exceeding sales targets. - Familiarity with CRM software and telecalling systems. - Excellent organizational skills to manage a high volume of calls and follow-ups. **Ideal Candidate Profile:** - Motivated and target-driven with a passion for sales. - Comfortable working in a fast-paced environment. - Previous experience in selling insurance, beauty products, electronics, or similar service-oriented products is highly desi...
...nutrizionali • Rispondere alle domande dei clienti e chiarire eventuali dubbi relativi alla medicina antiging e alla nutrizione • Registrare con cura le interazioni con i clienti nel nostro sistema CRM • Collaborare con il team per migliorare le strategie di comunicazione e vendita al fine di promuovere la salute e il benessere Requisiti: • Esperienza comprovata nel settore delle vendite telefoniche o telemarketing • Eccellenti capacità comunicative e di ascolto attivo • Orientamento ai risultati e capacità di lavorare per obiettivi • Conoscenza di base degli strumenti informatici e familiarità con i sistemi CRM (preferibile) Benefici: • Lavoro flessibile da casa propria ( inizialmente è richiesto un imp...
I'm seeking an experienced CRM developer who can create a system to meet my business needs. As I did not specify the main goal of the CRM system, it would be beneficial for the professional to have expertise across customer management, sales pipeline tracking, and marketing automation. Ideal Skills and Experience: - Strong experience in developing CRM, hrm, sales systems - Broad understanding of CRM functionalities including customer management, sales pipeline tracking, and marketing automation - Proven ability to develop specific features like contact management, lead tracking, and sales forecasting Application Details: Even though I didn't specify what to include in the application, showcasing related past work, detailing applicable experience, ...
We are a dynamic and innovative website development agency looking to expand our client base. We specialize in crafting cutting-edge, user-friendly websites tailored to meet the unique needs o...generation activities and progress. Requirements: Proven experience in lead generation and sales, preferably within the digital marketing or web development industry. Strong communication and negotiation skills. Ability to understand client requirements and effectively convey our value proposition. Self-motivated and results-driven, with a proactive approach to generating leads. Familiarity with CRM software and lead management tools is a plus. Deliverables: Qualified leads with contact information and details of their requirements. Regular progress updates and reports on lead generation a...
I'm seeking an experienced Zoho CRM developer to enhance my current system swiftly. Here's what I need: - Implement Workflow Automation for increased efficiency. - Create Custom Modules/Fields tailored to my business. - Integrate external software seamlessly with Zoho CRM. Required skills: - Proven expertise in Zoho CRM development. - Strong understanding of workflow automation. - Experience in creating custom Zoho modules and fields. - Ability to integrate Zoho CRM with other software. I value quick and quality work, so I'm looking for someone who can prioritize this project and deliver it ASAP. If you have a track record of doing this, I'd love to hear from you.
...marketing team to ensure a steady flow of quality leads. - Train and mentor sales team members on best practices for moving prospects through the sales funnel efficiently. - Manage customer data and utilize CRM tools to streamline the sales process and foster long-term relationships. Ideal Skills and Experience: - Proven track record of success in an inside sales leadership role, preferably in the consumer goods industry. - Strong analytical skills with experience in generating and interpreting sales reports. - Excellent communication and team management abilities. - Proficient in CRM software and Microsoft Office Suite. - Creative thinker with a results-driven approach to problem-solving. This role is perfect for someone passionate about leveraging their sales managemen...
...Required: - Proficient in email marketing and Linkedin outreach strategies - Strong understanding of B2B lead generation tactics - Excellent written communication skills for crafting personalized emails and Linkedin messages - Experience in using email marketing software and Linkedin tools for outreach - Ability to research and identify potential leads within the target B2B audience - Familiarity with CRM systems for tracking and managing leads - Proven track record of successful lead generation campaigns - Knowledge of best practices for optimizing email deliverability and response rates - Ability to analyze and interpret data to measure the effectiveness of outreach efforts Project Details: We are seeking a skilled professional to assist us in generating leads through email ...
I am looking for a seasoned developer with working experience using and integrating the Jobber API. Given that some aspects of the project were not fully indicated, it will be beneficial for the freelancer to demonstrate versatility. Key functionalities: - Job scheduling and dispatch - Invoice generation and payment tracking - Customer and job information retrieval The successful applicant should illustrate: - Past work experiences - Proficiency in relevant fields - Ability to provide detailed project proposals. Additionally, a solid track record and preferably, in-depth knowledge about Jobber API use cases, is a plus. Contact me for a better understanding and to discuss the project in further detail.
I am looking for a talented graphic designer to create a unique, modern logo for my emerging fintech company. Our company specializes in invoice automation, so the ideal logo would creatively incorporate symbols of an invoice document. Color scheme choice should veer towards the creative side. you can show in the logo the communication between the business owner and the accountant The new company name is “TotalSpent” Key requirements: - Reflect a modern aesthetic in the design - Creatively incorporate invoice document icons/imagery - Adopt a creative color scheme - Generate a design which will be unique and memorable Desired skills and experience: - Proficiency in graphic design and branding - Previous experience in creating logos for the fintech indu...
...status of an existing order management system, I am on the search for a freelancer who can help in implementing a Customer Relationship Management (CRM) system with robust pipeline management features. Project requirements include: - Development and installation of an integrated CRM system - The system should specialize in pipeline management for improved tracking of customer interactions - Ability to train company staff to use and manage the newly implemented system effectively Ideal freelancer will: - Have extensive experience in CRM systems, specifically focused on pipeline management - Have a track record of developing and installing effective CRM systems - be capable of delivering comprehensive user training - Show excellent communication skills t...
The task I want done specifically: I have a Pipedrive application for CRM. There are numerous pipelines, one of which I have particular interest. I want to track every person/deal in that pipeline and assess how many emails they were sent in the last month and how many they opened and how many clicked (if clickable) I would like the results on a spreadsheet where we can interrogate it to look for patterns and give each person an engagement score. I would like it to be easily updated eg change pipeline or change dates. This will require working with the Pipedrive API and writing some basic code to obtain this information. Therefore I'm seeking a developer with an understanding of the Pipedrive API to create customized reports that will shed light on our sales processes, helpin...
I'm looking for an experienced call center team to manage outbound calls for my project. The main ob...Experience:** - Ability to speak English clearly and fluently. - Proven experience in outbound call management, preferably in the insurance sector. - Exceptional communication skills, with the ability to convey messages clearly and effectively. - Strong organizational skills to manage and record call outcomes accurately. - Experience in negotiating and problem-solving on the phone. - Familiarity with CRM software and call center technology. The perfect candidate will have a track record of conducting successful outbound calls. A understanding of insurance terms and claim processes will be highly regarded. If you have the skills and experience we're looking for, we’...
...estate companies with a dashboard that enables them the following: Add properties according to their categories, add property descriptions, view email inquiries, view stats, get access to dashboard functions only upon paying for a membership, receive billing reports and receipts, register agents add agents, remove an agent , link an agent to a property so that they can receive leads , access to a CRM showing leads and contacts, access to their properties list and ability request further advertisement of each property to the super admin , such as featured property, facebook boosting etc. the dashboard must have tools that enable companies to manage their properties such as publish, keep as draft etc. The developer must be able to integrate the dashboards to the front-end webs...
Dear ladies and gentlemen, we are looking for someone to fix the website for online courses - generally look whether website is working - look whether payment is working (paypal and so on) - I need to receive email once the client booked the course (information who the client is and email and name) - Client need to receive invoice (best option for now here is that I receive an email with the client datas) - We are using - Client should not change the speed of the video - Client should not forward the video - Client only can watch the video without going to another minutes, only backwards - I should recieve an email that client has compelted the course so I can send him the certificate - Later this should be automated - When registering,
...be tagged as such to identify them correctly. Certain variants will need to be turned off for B2B customers. Easy reordering for returning customers who always purchase from the same list of products each time. They still need access to see rest of product range without distracting them from regular products. Checkout needs to simply be a confirm order for an Invoice to be raised. Order needs to go directly into Xero as an Invoice Draft to be manually checked before sending. Eventually we want this to automatically approve and email to customer and a packing slip is generated and printed. Zap sending SMS of order. Easy access to customer accounts on Shopify for manual data entry to manage orders coming in via telephone or email. **User Experience (UX) Requirements**...
Necesito un profesional independiente competente para personalizar mi sistema Go High Level CRM para que se adapte perfectamente a las necesidades de mi pequeño equipo. Características clave requeridas: - Gestión de clientes potenciales: un sistema que puede categorizar y realizar un seguimiento eficaz de los clientes potenciales para ayudarnos a mantener y construir nuestras relaciones con los clientes. - Seguimiento del canal de ventas: Necesitamos una excelente herramienta para gestionar nuestro flujo de ventas. La función debería ayudar a realizar un seguimiento de las interacciones con los clientes, el progreso de las transacciones y las previsiones. - Automatización de tareas: para aumentar la productividad, una función de a...
I need a competent freelancer to customize my Go High Level CRM system to perfectly suit my small team's needs. Key Features Required: - Lead Management: A system that can effectively categorize and track prospective clients to help us maintain and build our customer relationships. - Sales Pipeline Tracking: We need an excellent tool to manage our sales flow. The feature should help track customer interactions, deal progress, and forecasting. - Task Automation: To increase productivity, a task automation feature is crucial. This tool should automate repetitive administrative tasks. - Languages spanish & English Although there are no specific third-party software integrations required at this time, it's essential that the system remains flexible for possible fut...
...report with TOC) - Creation of a brand style guide that reflects the essence and identity of my brand - Incorporation of existing brand elements, including logo, color palette, and fonts - Some of the brand elements will be provided, while others will need to be created - The project needs to be completed within a week Deliverables Include Logo Design Business Card Template Letterhead Template Invoice Template Email Signature Template Presentation Template (PowerPoint) Proposal/Quote Template Brochure/Flyer Template Report and Document Templates Newsletter/Email Marketing Template Brand Style Guide Name Badge and ID Card Templates Report Template with TOC Memo Template Timesheet Template Ideal skills and experience for this job include: - Proficiency in template development ...
...website integration and workflow automation project adeptly. Your primary focus will be on ensuring data synchronization and task automation across platforms. Key Deliverables: - Integration with multiple systems for smooth operations such as CRM, ERP, and E-commerce platform - Automation of crucial processes to reduce manual intervention and increase efficiency. This will specifically entail automating inventory management and order processing workflows. Ideal Skills and Experience: For this project, it's important you possess a strong understanding of CRM, ERP, and E-commerce systems integration. You should be proficient with current technologies used in task automation and data synchronization. Your experience in automating inventory management and order process...
I'm seeking an experienced freelancer to enhance email functionality in our Perfex CRM system in saas mode. Our team has encountered several issues, primarily with emails not being delivered effectively, some being redirected to the spam folder, and overall slow email delivery. Our mission is to streamline our workflow by fully integrating our email systems (Gmail, Outlook, and a custom SMTP) with Perfex CRM, aiming for a seamless operation that includes, but is not limited to, email communications, contact syncing, and calendar management. **Ideal Skills and Experience:** - Proficient in Perfex CRM customization and configuration. - Skilled with email integration for Gmail and Outlook within Perfex CRM. - Knowledgeable in troubleshooting SMTP settings and...
...online sales and improve customer experiences at scale. The solution will allow the client to: Apply for WhatsApp Business API and link their Facebook business page with Interakt Engage customers with personalized and interactive messages on WhatsApp, using templates, list messages, and reply buttons Qualify leads and assign them to sales reps based on predefined rules Integrate leads with Zoho CRM, a cloud-based software that helps manage customer relationships, sales pipelines, and marketing campaigns Track and measure the performance of WhatsApp campaigns and sales activities using analytics and reports The project will follow an agile methodology, with sprints of one week each. The project will be completed in 15 days, with a budget of less than 20,000 INR. Project Scope The ...
I need a seasoned web developer who can maintain this travel website for me. This website shouldn't just be aesthetically pleasing; it needs to be functional and easy to navigate. Key responsibilities: 1. Maintain 2. Upload new itineraries and blogs 3. Redesign web page as and when req... Key responsibilities: 1. Maintain 2. Upload new itineraries and blogs 3. Redesign web page as and when required 4. Reporting, collection and maintenance of data 5. Work with the digital marketing team as and when required. Ideal Candidate: Someone with proven experience developing travel-related websites and incorporating online booking systems. An understanding of CRM in the tourism industry would be a huge advantage.
...my Perfex CRM. This project aims to streamline our invoicing process, making it more efficient and customizable. Here are the key components and skills required: - **API Integration Expertise**: Strong background in integrating APIs into CRM systems, particularly Perfex CRM. - **Payment Gateway Integration**: Specifically, we need integration with ZRA Smart Invoice. - **Invoicing Features**: Ability to automate invoice generation, customize invoice templates, and ensure seamless operation with third-party payment gateways. - **Problem-Solving Skills**: Aptitude for identifying and resolving compatibility issues between different systems. **Ideal Candidate**: - Experienced with Perfex CRM. - Proven track record with payment gateway inte...
I am looking for a skilled Project Manager to help us streamline our processes and ensure client satisfaction from start to finish. Your Role: Onboard...Role: Onboard new clients and gather their project requirements. Develop project timelines and oversee their execution. Input and manage project details within CRMs like or ClickUp. Serve as the main point of contact for clients throughout the project lifecycle. What You Need: Proven experience in project management, especially in a remote or freelance capacity. Strong understanding of CRM tools like and ClickUp. Excellent communication and organizational skills. Ability to manage multiple projects simultaneously with keen attention to detail. A customer-first mindset, ensuring all projects meet client expectations.
...requirements, integrating efficiently with the existing platform. - **VAT Invoice Generation:** Develop an automated system for generating VAT invoices for all transactions, complying with Spanish tax laws. Since we do not currently have a system in place for generating VAT invoices, this solution needs to be built from the ground up. - **API Development:** The project involves API development to ensure smooth communication between our platform and Stripe, facilitating the required functionalities. **Ideal Skills and Experience:** - Proven experience in Stripe API integration and setting up payment gateways that support both seamless payment processing and currency conversions. - Expertise in developing solutions for automated VAT invoice generation, ideally with a backgr...
...and provide feedback. If satisfied, they can mark the order as complete, and freelancers can request feedback as well. 8. Payment: Once the TRANSFER OF DOWNLOAD is marked as complete, payment TO MANDATE AND PLATFORM NEED TO FOLOW SAME DAY OF AS AGREE. We offer various payment options, including PayPal, bank transfer, card payment, and more. TO PAY TO YOUR MANDATE, AND THE SYSTEM CAN CREATE A INVOICE FOR MANDATE, ASWEL A CERTIFICATE AND BADGE FOR ON THE PLATFORM FROM TRUST FULL SENDER MANDATE AND RECEIVER. 9. Ratings and Reviews: Clients and freelancers can rate and review each other, helping establish a reputation on the platform. Real-time messaging and a robust chat feature allow users to connect not only through text messages but also through file sharing and voice/video cal...
Hi Nurnahar K per our discussion i would like to make text changes on the previous logo contest to include the business card and invoice
I would like to integrade MailerLite with my Yetiforce crm through api key. In the end, I would like to be given a guide so that I can apply it to other yetiforce instance or create a Module ready for import
...my current customer database within our online CRM system TIMELY AND VEND to enhance customer engagement and sales strategies. The project involves re-categorizing or tagging our customers based on detailed criteria to facilitate targeted marketing and sales efforts. **Key Tasks Include:** - **Data Cleaning:** Ensure the customer information is up-to-date and accurately recorded. Duplicate entries and outdated information need to be identified and corrected. - **Re-categorization:** Implement a new tagging system based on customers' purchase history and demographic information. This system should allow for easy segmentation and targeting. - **Integration Check:** Ensure that the new tagging system integrates seamlessly with our existing CRM functionalities and d...
I'm looking for a skilled freelancer to help me streamline a crucial part of my financial operations. I have multiple invoices stored in Excel files, which need to be accurately formatted into a pre-specified CSV file for ACH banking transactions. The CSV fields will include vendor name, invoice number, amount, routing information, vendor account details, and payment date. Key Requirements: - Proficiency in Excel and CSV data manipulation. - Experience with financial data and understanding of ACH transaction processes preferred. - Ability to design a semi-automated system with checkpoints for manual review to ensure accuracy. - The system must highlight errors in the data and provide a detailed report for necessary manual intervention. - Flexibility to handle Excel files and ...
...level with the main goal of generating leads. Our platforms include Facebook, Instagram, YouTube, and LinkedIn. **Key Responsibilities:** - Creating engaging and original content tailored for each platform. - Scheduling posts to maintain a consistent presence across all channels. - Crafting and monitoring targeted ad campaigns to generate leads. **Ideal Skills and Experience:** - Proficient in CRM tools to effectively manage and analyze our social media efforts. - Exceptional communication skills in English and Spanish to interact with our diverse audience. - In-depth knowledge and operational expertise in Facebook, Instagram, YouTube, and LinkedIn. - A creative mind for content creation combined with strategic thinking for post scheduling and ads. - Experience in audience eng...
I'm seeking an experienced developer to create a robust form filler software in Visual Basic tailored specifically for filling our service forms. This tool is crucial for streamlining the input of essential data into PDF forms and saving the completed original form, and also the data from the form in invoice format. **Key Requirements:** - Develop in Visual Basic for optimal integration. - Software must accurately fill PDF forms with user inputted information. - Capability to save the filled forms in PDF format, maintaining original layout and accessibility. - Software will be utilized mostly on android tablets. - Able to add or delete fillable fields. **Ideal Skills and Experience:** - Proficiency in Visual Basic and software development. - Strong background in handling PDF...
I’m currently enhancing my restaurant management system developed in CodeIgniter, seeking to improve its functionality and user experience. My goal is to resolve existing bugs and integrate a crucial Invoice (Good Received Note, GRN) feature. Here’s a breakdown of my requirements: **New Invoice Feature Requirements:** - **Core Functionality:** Ability to manually generate and store invoices. This needs to be a flexible feature, allowing manual entry of invoice details to accommodate various scenarios. - **User Interaction:** The system should enable manual initiation of invoice generation. This feature is essential for handling special cases where automatic generation upon order completion doesn’t apply. **Skills and Experience Needed:** - Pr...
Role Overview: As a Remote SDR, you'll lead outreach to marketing agencies and SMBs, identifying decision-makers to generate new business through appointments and demos. Suited for someone with 3-5 years of sales experience,...make a significant impact in a dynamic environment and aspiring to grow into sales leadership. Key Responsibilities: ● Perform targeted outreach to key accounts, focusing on decision-makers within marketing agencies and SMBs, usingLinkedIn and cold target email outreach. ● Schedule appointments and book demos, managing your calendar to maximize opportunities. ● Maintain up-to-date records in our CRM, specifically with Go High Level. ● Lead generation and testing of different messaging styles. ● Support the building and acceleration of our sales team pro...
I'm in search of a freelancer with expertise in Zoho One, particularly focusing on the Zoho CRM, Zoho Desk, and Zoho Books modules. While the decision on specific modules to implement has yet to be finalized, the project will require at least moderate customization, including the addition of custom fields and workflows tailored to an educational training institute's needs. Ideal Candidate Skills and Experience: - Profound knowledge of Zoho One suite, especially Zoho CRM, Zoho Desk, and Zoho Books - Proven experience in executing moderate to advanced Zoho CRM customizations - Previous work on Zoho implementations for educational or training institutions is a plus - Ability to suggest and implement workflows that improve operational efficiency - Capability to...
Estoy en busca de un experto en Zoho que me asista en la implementación de este software tanto en España como en Colombia y Mexico Mi proyecto requiere integrar de forma efectiva Zoho CRM y Zoho Books para un equipo de tamaño medio, específicamente entre 10 a 50 usuarios. **Requisitos Clave:** - Profundo conocimiento en Zoho CRM y Zoho Books. - Experiencia previa en proyectos de implementación de Zoho en un contexto bilingüe (Español, inglés ). - Capacidad para adaptar soluciones a las regulaciones locales de España y Colombia. - Excelentes habilidades de comunicación y trabajos anteriores que puedan demostrar su experiencia. **Buscamos a alguien con:** - Habilidad para trabajar de manera eficiente en la c...
...one single api controller for CRUD of products between crm and pern application. This is only for pushing data into crm. After installing the sdk, creating config file and controllers file and directory. You will be responsible for explain the sdk in detail to me. I have sufficient experience in JS and other web development projects to understand without issue. PERN APP: ZOHO SDK: I will provide test env for zoho crm. You are responsible for providing local env to set up your connection. Deliverables: Functional installation on my local device for CRUD of products modules (PERN APP>ZOHO CRM). Explanation of installation of installed SDK in PERN
...clientes comerciales en la zona de Prado Norte. - Sólido entendimiento de estrategias de ventas directas y de marketing online específicas para promociones y descuentos. - Habilidad para desarrollar y mantener relaciones fructíferas con los negocios asociados. - Comunicación excepcional y habilidades de presentación adaptadas a las necesidades de cada negocio. - Conocimiento en el uso de herramientas CRM y software de ventas para gestionar relaciones con clientes. **Responsabilidades:** - Identificar y dirigirse a negocios que se beneficiarían de unirse a nuestra plataforma "Comercio Prado Norte". - Implementar estrategias de ventas directas para interactuar con potenciales clientes. - Utilizar técnicas de marketing onli...
I'm looking for a detailed-oriented virtual assistant to efficiently manage 10-20 business calls daily. These interactions are crucial and primarily revolve around customer inquiries and scheduling appointments. Success in thi...inquiries by providing accurate and timely information. - Managing and scheduling appointments accurately in the provided calendar. **Resources Provided:** - A comprehensive availability calendar to manage and schedule appointments effectively. Ideal candidates will have a background in administrative roles or customer service, showcasing their ability to handle similar tasks. Familiarity with CRM software and comfort with multitasking will be advantageous. If you are organized, responsible, and capable of managing confidential information, I encourag...
