You're starting out and you want to set up business systems, but what do you need? We share some of the basic systems to set up for startups.
...you and other reminder emails 5. Database building (eg. updating email or contact lists on my Hubspot CRM) 6. Research on certain topics for blogposts, newsletters or others 9. making sure the team are up to date on their appoitments 10. Creating basic reports (reports on weekly tasks, deliverables, and sales) 11. Recruitment (source for other team members
...updating email or contact lists on my CRM) 6. Research on certain topics for blogposts, newsletters or others 7. Personal errands (purchasing gifts for loved ones / family members online) 8. Hotel and Flight Booking 9. Transcription (transcribing voicemail, video or audio, podcasts etc.) 10. Creating basic reports (reports on weekly tasks, deliverables
...organising a basic CRM (customer adress with comments, participants list and invoice) for a small workshop start up. We are looking to optimize registration process via website (wordpress) and email/ fone. We just startet a little school with own and external teachers for adult people. We need to have a simple interface database / basic CRM for to handle
Brief: Create a basic custom CRM system for me to personal use to manage our social media posting and content source. Theme: I have purchased this theme: [log ind for at se URL] Login - Just requires a password that I can set as only I will be using this Navigation: This should have the options on as
...needed • Focus on code quality and testability • Be able to jump on assignments with same day deliverables • Continually look for ways to improve or optimize our technology Basic Requirements: • Strong ability to speak English • Excellent communication skills • Excellent time management and organizational skills Necessary Skills: • 1-2 years...
Project includes maintenance and enhancement for Veeva CRM involving - Product Catalog - Veeva Network and Open Data Configuration - Veeva Promotional Materials - Territory Management - Interaction Management - Veeva Mobile Configuration Required Skills : - Should have good knowledge of [log ind for at se URL] developer toolkit - Apex, Visual Force, [log ind for at se URL]
Looking for a V.1 CRM to be built that can be deployed multiple times (i.e. software as a service). Think along the lines of salesforce etc but MUCH simpler in usage and for a single industry. Looking for experienced developer/s that can work to a sensible time-frame with all provided wireframes etc. Framework is open at this point, and am looking
...supported by calling tools. The Call agent will use the CRM and contact the leads injected into the CRM. Call Agent need to fulfill l the KPI goals and need to inject leads when there is shortage in the leads funnel. She should be fluent in English with an American accent. The agent will have a basic salary and a % on income for any registered paid member
[log ind for at se URL] has a number of updates required. Basic updates of pages and formatting provided content. Also we have plugin forms to Hubspot CRM so expertise in this platform is [log ind for at se URL] and needs to be demonstrated Looking for reasonable priced web contracter for ongoing updates.
...used wix crm. So choosing a platform that is a simple email marketing thing, not for e-commerce. We are mostly b2b. Our services are described here: www.3rddrive - in simple terms, we are a strategy consultancy /marketing agency. - I'm interested in exploring email marketing for our particular business, but need someone who can a) Do some basic setup
We use Zoho CRM and Zoho currently we can make and receive phone calls through the Zoho Phone Bridge application, we want to create an application ideally that works inside Zoho but if that's too complicated then, for now, we're just happy create an application that sits outside Zoho we want the ability to send phone calls that are pre-recorded voice
I am working for a Not for Profit organisation that is looking to get a CRM for the first time - I am working on the detailed clinical requirements but I need someone to fill out all of the basic individual and organisation level detail in the requirements document as well as documenting payment workflows such as donation, shop etc. I have a draft to
I have a CRM type web app that was written in AngularJS. I'd like to build a really basic React Native app for Android and iOS. I will have an API for all the data and designs for the app. The app will need to bring in a list of contacts, apply filters for the list of contacts, view the details of a contact, and perform basic CRUD functionality to the
I am trying to find someone that has worked with Espo CRM before. I will need the ability to actually speak with you to discuss the project. Do not post if you are not able to do some type of verbal communication. Your English must be nearly perfect. I need some basic projects done and this can be a long term deal if everything works out.
we need Asterisk Call Center System developer to work with us project base .. with full experience of : - Basic Call System - Call Center System - Call Rating System - Call Details Reports - Branding The system for us .. - CRM Integration
... MVC Based, Design should be user engaging, Database should be scalable, Basic Features will be :- 1. Company Listing + Categories Wise. 2. Keyword Linking with categories + companies. 3. Telecaller lead add form (when customer will call, he/she will submit the req)- CRM 4. SMS Gateway (when lead will be submitted ,automatically will be forwarded
Are you experienced in the art setting appointments, telemarketing, or phone sales? Want to make money working from the comf... Requirements: - Fluent in English - Excellent communication skills. - Result oriented. - Strong customer focus and relationship management. - Basic knowledge of IT (CRM, MS Office). Compensation: Basic pay plus commissions
...emails, calculation of payroll(not distribution or payment of pays), social media posts, Basic WordPress updates of blogs, basic content and transcript writing with Basic SEO, liaising with social media, blog writer and SEO employee, liaising with director, teacher CRM updates.(training to be provided if you do not have the relevant skills) This job requires
...duplicated with different branding, this will be similar to an incredibly simple CRM. Managers will post work orders, work orders will be in a pool until a worker picks it up. After a worker picks it up they will need to be able to mark it as complete or put back in the pool. Very basic, no notes, etc., one-way communication from Management to workers. Managers/Admins
This project is an ongoing monthly basis You will be working with other developers on an already partially completed system. You are required to have at least a basic understanding of CRM, Inventory or accounting flows. Some key elements will be to make changes to the theme, Scheduler, add dashboards, integrate POS, integrate a shopping cart ,extend
We have a database that must be uploaded to our crm, which is PODIO. Each table in podio can have 500 K records. But, each import can only have 20 K records. Thus, each of the 12 tables has been split onto 20K records small files. There is a wizard to upload the info. You click on upload, select the next file, map the fields (which match perfectly)
...to them about a service that every small business needs. That is all you need to do. Once the permission has been given to send the information you will enter details into CRM and email a letter to the prospective customer, that's it, Our Sales team then contacts the customer and it is successful you get a Bonus for every one we sell as well at an
We are looking for a pro-active call centre agent to help us run our lending busin...following up on past due account and helping out with daily operations. The agent needs to have a basic understanding of finance and loans. The agent also needs to have exceptional communication skills in english and be able to use and understand basic CRM capacities.
...Create basic registration page (Function of the page is the following) When visitors come to the building, they key in their details, Name, Email, Number, Per They are here to See, Sign In Date & Time. 4. - Create multi-layer landing pages within a website (Follow the work which has already been done) Create a new XML to integrate with CRM with multi
I need Pipeline CRM to be integrated with online portal by Office RND and Pandadoc. I have existing profiles fully set up and basic integration in place but I would like someone who knows what they are doing to link it all together properly.
..."delivered in real-time" - Ability to future functionality for the restaurant only. ie. Image upload, document storing, contacts management, file management, and other CRM functionality. - Basic social networking features of some users beyond Consumer to Business (chat between "business users", message board, news feed, internal promotions, dashboard, events
I need an excellent website designer. He needs to design the CRM system I need. CRM system includes: customer basic information, two sets of profit distribution system, automatic generation of recommendation code, deposit and withdrawal records, allocation of investment funds ratio, support deposit e-wallet API. This design needs experienced workers
Are you experienced in the art setting appointments, telemarketing, or phone sales? Want to make money working from the comfort of your home,...ability to be persuasive Requirements: - Fluent in English - Excellent communication skills. - Result oriented. - Strong customer focus and relationship management. - Basic knowledge of IT (CRM, MS Office).
This should be easy enough but only for experienced WP developers! We are running the WPERP plugin which has 3 modules HR , CRM and Accounting. It also has several supporting extensions of which we are using Asset Manager and Payroll. I need WPERP configured to work as such: - Create separate user role IT Manager - The IT Manager should have all privileges
...with excellent communications skills and should be good with Act! Pro Version [log ind for at se URL] CRM database. Should also be experienced in Tele Sales. Looking for an honest person who is willing to work on a long term basis PERMANENT. The person will be hired on an basic hourly rate plus commission on each of his/her sale @ 5% new business 2.5% repeat. Preferred
...contact lists on your CRM) 9. Research on certain topics for blogposts, newsletters or others 10. Personal errands (purchasing gifts for loved ones / family members online) 11. Hotel and Flight Booking 12. Transcription (transcribing voicemail, video or audio, podcasts etc.) 13. Taking down minutes of meetings 14. Creating basic reports (reports
Responsibilities: Add and manage OTA listings Manage reservations CRM Data Updates Villa guests CS (resolve issues, quality control) Manage and promote website Basic SMM (FB & IG compose captions, write posts, reply DM, reply comments) Villa rentals: nightly, monthly, yearly upload new properties to catalogue Villa Sales upload new properties to
...slideshows or showing articles. The website & Facebook page primarily are for marketing to have join now button or limited time offer etc with name, email and mobile for our CRM. I’m looking at Mailchimp for our sales marketing landing pages etc. But I’m considering using Freshworks for our backend SAAS. The goal is to focus on the Facebook page for
I ne...information / graphs Appointments / Sales / Employees / Customers statistics & reports (export to pdf, excel) Customer Relationship Management (CRM) Module: customer’s profiles with full historical data and statistics Basic Accounting Reports (issue/reprint invoice, receipts) HR Module with employee performance / salaries / overtime / reports
I have a small insurance agency. I need to setup a CRM database system to drip market and customer followup. I will need approximately 10 user defined fields beyond the normal CRM fields. I need someone that can help me set up the system on ZOHO or something similar and help me understand how to use it.
My business supplies CRM software around the world. The software is based upon PHP and Bootstrap 2 and includes some legacy table based layouts. We will provide: - Template files for [log ind for at se URL] and [log ind for at se URL] - A basic [log ind for at se URL] .htaccess file that can trigger loading the views - Approximately 50 HTML PHP views What is you need: - Access t...
I need a web store. It needs to be easy to maintain, operate and update. It needs to support English and also Chinese with option to select language at front page. Basic CRM functionality required
We are an established Australian company thats has been running for over 10 years. We are looking for a dynamic developer who has real world 'experience' in live 'enterprise' CRM applications - and working for a highly energised employer. We are looking for a full time developer to join us on a long term basis. About the job: The job will consist of
...security, quick SIP registration with a proxy, easy call routing management, multi-tenant PBX for each user sign up and billing system ready for online payment 3) Integration with CRM. Technology expertise 1) The engineer must possess good knowledge of Asterisk and Kamailio system 2) The engineer must have an in-depth knowledge of SIP layers 3) The engineer
...currently? We are effectively a new start up so starting with a blank piece of paper In an ideal world we are looking to get a small, and very simple set up. 1. Sales - CRM a. Simple CRM basic tools to manage customers / pipeline b. Our new sales director will then want an input into this as well of anything specific. 2. Sharepoint – a. Need a simple set
I have currently the CRM website running on a PHP source code and I need to convert that website into a web application being able to use on iOS and Android devices. I also have some customization to do. I need the app in 15 days. I already have a design for it, but you are free to customize it since you keep the same basic color. I just need the app
Repost- My last post was not clear enough. We need a CRM built either custom or using a SAAS, it doesn't matter to us as long as it works. It is a patient management tool, I have attached an example of a report from QuickBase with the filters we are looking for. We need the system have access permission for different levels, be as automated as possible
...law in the EU ) PS : the sms sending – if possible – shoould work with the sms bundle of the person having the app. B : Subscribers need to be listed in a sort of a very basic CRM ( listed, with a filter and a search ) This piece of the app will be shown to clients, in order to ask them if they like what they see, and believe they may use it. Questions
We are looking for a dynamic developer who has real world 'experience' in live 'enterprise' CRM applications - and working for a highly energised employer. We are looking for a full time developer to join us on a long term basis, with strong orientation on frontend and backend in platform/Web development (validation, technical coordination and data