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    5,000 Perfex Crm jobs found

    I run Travio’s in-house CRM portal that powers our entire travel-booking website. Traffic is strong, but the on-page fundamentals have never been properly tuned, so I’m looking for a specialist who can dive in and polish every ranking signal found on the pages themselves. What I need you to handle: • Meta tags and descriptions – craft compelling titles and meta descriptions for each template and dynamic page so Google instantly understands (and clicks on) our tour packages, destination guides, and booking funnels. • Content and keywords – refine existing copy, map primary and secondary keywords to the right pages, and recommend new internal links that make sense for a travel audience (tours, itineraries, local tips, etc.). • Images and mu...

    $156 Average bid
    $156 Avg Bid
    31 bids

    development partner who can find companies interested in building SaaS products and business software. We are looking for opportunities involving: • SaaS platforms • B2B software • ERP / CRM systems • Business management platforms • AI and automation • Industry-specific software • Web and mobile applications • Enterprise software Your job is to identify businesses that have a real software requirement, contact them, qualify the opportunity, and bring the potential client to us. We are particularly interested in larger projects and long-term SaaS development contracts. Commission only. No fixed salary. You will earn a percentage from the revenue generated by clients you bring. Our technical team handles product development, UI/UX, fronte...

    $348 Average bid
    $348 Avg Bid
    11 bids
    Portland Vending Sales Closer
    6 days left
    Verified

    ...confidence talking to facilities managers, HR directors, or other leaders or decision makers , and the persistence to follow up until the machine is on site. Payment is made on closing of a lead placement which will result in up to $45 usd per closing. Success is simple: consistent weekly activity and closed placements that turn into installed machines. If you already have a personal process or CRM, feel free to use it—as long as I can see call/meeting outcomes. Ready to own the Portland vending market? Let’s talk results....

    $66 Average bid
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    3 bids

    I sell digital downloads to a mainly North-American audience and, because of poor credit history, every mainstream gateway I’ve approached has turned me down. I now need someone who already knows the high-risk space to secure a reliable payment processor or merchant account that will actually approve my business and then wire it seamlessly into my Vrio CRM. Here is what success looks like for me: • A live, approved high-risk merchant account (or gateway) that accepts cards from U.S. and Canadian customers. • Full API or plugin integration with Vrio so new transactions instantly create and update customer records—customer management sync is the priority. • Clear, written implementation steps so I can maintain the setup going forward. • At leas...

    $131 Average bid
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    62 bids

    I’m bringing a subscription-based, cloud ERP ...that segment. The objective is lead generation rather than closing deals on the call—once you secure the slot, I’ll take it from there. You’ll receive a concise brief on our value proposition, an ideal-customer profile, and access to my CRM so each interaction is tracked. Typical outreach channels include phone, email sequences, and LinkedIn; I’m open to whichever mix you know will convert for cloud-based ERP. Deliverables I’ll review weekly: • A verified calendar invite for each qualified prospect, complete with contact details and discovery notes. • CRM updates showing call outcome and next steps. If you’ve successfully set appointments for SaaS, ERP, or other B2B tech...

    $426 Average bid
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    33 bids

    ...prospects pulled straight from the cloud-based CRM I provide; all contacts, scripts, rebuttals, and disposition codes are ready for you, so you can focus purely on persuasion. Because many leads prefer to speak Spanish, true bilingual fluency is essential. Prior experience scheduling or screening personal-injury cases is a strong plus—knowing the difference between soft-tissue and catastrophic claims, basic statute-of-limitations rules, and how to spot liability red flags will help you book cleaner, higher-value consults for us. Daily expectations • Log in to ViciDial 10 minutes early, verify headset and connection • Work the dialer continuously for the full three-hour block • Tag every record accurately and leave concise notes inside the CRM &...

    $38 / hr Average bid
    $38 / hr Avg Bid
    1 bids

    I need a clean, 500,000-contact B2B database covering companies in every industry and every U.S. state and Australia. For each record I have three non-negotiables: a valid business email address (no catch-alls), a direct phone number, and the company name. You may pull from any reliable source—LinkedIn Sales Navigator, ZoomInfo, Apollo, Crunchbase, public filings, etc.—as long ...• Phone number • State I’ll review a 1–2 k-row sample first; once approved, continue in weekly batches, completing the full 500 k within four weeks. When you respond, let me know: • The tools you’ll use to source and verify data • How you handle de-duplication and quality control • Your timeline for the initial sample Looking forward to a rock-so...

    $360 Average bid
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    21 bids

    I need our existing wordPress cat sanctuary and adoption center website rebui...essential. Accessibility, mobile performance, and straightforward page-builder editing are must-haves so staff can make updates without touching code. We also have a few items for sale so we need basic e-commerce. Deliverables: • Fully configured WordPress theme (child theme or block-based) reflecting our brand style • Donation flow tested end-to-end • Volunteer and contact forms routed to our CRM email • Animal adoption listing section with search/filter • Basic on-page SEO and Google Analytics 4 connected • One-hour hand-off screen share showing how to update pages, posts, and listings Please build on a staging server first; I’ll point the domain when w...

    $945 Average bid
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    404 bids

    I need a fresh, accurate list of Chief Financial Officers currently working at c... • Full name with direct contact details (email and/or direct line) • Company name and their exact CFO title or equivalent Please source only contacts that can be confidently verified—no outdated or generic info. I will review a small sample first; once it passes validation, you can proceed with the full batch. The final file should arrive as an Excel or Google Sheet ready for import into my CRM, with clean column headers and no duplicates. If you already maintain reliable data tools, paid directories, or solid networking channels in Canada, that’s a big plus. Accuracy and recency are more important to me than volume, so feel free to suggest a realistic total you can guarante...

    $364 Average bid
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    47 bids

    ...contact: confirm interest, gather essential decision-maker information, and log clear next steps in my CRM. You’ll receive a mix of fresh prospects and warm, previously contacted names. For every call, I expect concise notes on the conversation, a lead score based on criteria I’ll share, and any red flags that might affect follow-up. If a prospect is eager to move forward, simply tag them for my in-house closers; no hard selling on your end. Familiarity with basic call-tracking metrics is a plus because I’ll review daily numbers to make sure we’re hitting volume and contact-rate targets. Deliverables • Minimum daily call quota met (I’ll set the exact figure beforehand) • Updated CRM records with lead status, notes, and next-st...

    $393 Average bid
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    12 bids

    ...mandatory. You may find a very capable 2–4 year freelancer who is extremely strong with AI and execution. Instead, make proven campaign results + portfolio + AI video capability mandatory. If your purpose is specifically real-estate lead generation, I can also make this requirement much sharper for residential real-estate projects, including Meta/Google campaigns, site-visit leads, WhatsApp automation, CRM, remarketing, AI videos and lead-to-booking tracking....

    $199 Average bid
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    18 bids

    ...invites, confirm by phone/text/email, and run reminder follow-ups so prospects show up at the scheduled time - Re-book no-shows and keep the pipeline updated in our CRM/tracker - Daily reporting: dials, connects, booked, showed What we require: - 2+ years of B2B cold calling / appointment setting, preferably US or UK campaigns - Neutral, clear English accent and professional phone presence - you will be speaking with business owners at established companies - Available US Eastern hours: a big part of your working day must overlap 9am-5pm EST - Quiet workspace, reliable high-speed internet, quality headset - Experience with a dialer and CRM (or fast learner) - Self-managed: you follow up without being chased Pay: - Hourly base pay (rate depends on experience and region) -...

    $5 / hr Average bid
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    10 bids

    ...concerns, or simply need general information, so you’ll need to switch between troubleshooting steps, account look-ups, and basic FAQs without missing a beat. You will log every interaction in our cloud CRM, follow the call-flow script for consistency, and escalate only the issues that truly require Tier-2 attention. A calm tone, clear English, and proven familiarity with common VoIP or call-center tools such as Zendesk Talk, Five9, or RingCentral are essential. Deliverables: • Real-time phone support during the agreed shift window. • Accurate, well-tagged notes for each call in the CRM. • End-of-shift summary highlighting any trends, urgent tickets, or suggested knowledge-base updates. If you have a solid track record in phone support and can ...

    $475 Average bid
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    21 bids

    I am looking for an aggressive and experienced B2B sales professional who can find international businesses that need software development. Our services include SaaS development, custom software, ERP, CRM, automation, web applications, mobile apps, dashboards, integrations, and enterprise systems. Your responsibility is simple: Find the opportunity → Contact the business → Qualify the requirement → Bring the client to us → Earn commission. We are looking for high-value opportunities, preferably $10,000+ projects and larger long-term contracts. Target markets can include: • USA • UK • Canada • Australia • UAE • Europe • Singapore • Other high-value markets You can use any legitimate sales channel you are experienced w...

    $236 Average bid
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    15 bids

    I am looking for a commission-based business development partner who can find companies interested in building SaaS products and business software. We are looking for opportunities involving: • SaaS platforms • B2B software • ERP / CRM systems • Business management platforms • AI and automation • Industry-specific software • Web and mobile applications • Enterprise software Your job is to identify businesses that have a real software requirement, contact them, qualify the opportunity, and bring the potential client to us. We are particularly interested in larger projects and long-term SaaS development contracts. Commission only. No fixed salary. You will earn a percentage from the revenue generated by clients you bring. Our technical te...

    $202 Average bid
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    8 bids

    I am looking for a commission-based Sales / Business Development Partner who can find businesses looking for software development projects. We are interested in high-value projects such as SaaS platforms, ERP, CRM, web applications, mobile apps, automation systems, dashboards, and custom business software. Your role: • Find businesses with software requirements • Identify high-value opportunities • Contact potential clients • Generate qualified leads • Introduce our software development services • Help move qualified opportunities toward a meeting and deal We are mainly interested in projects starting from $10,000+, with a strong focus on $25,000+ and larger opportunities. You can find clients through LinkedIn, Upwork, Freelancer, cold email, netwo...

    $191 Average bid
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    13 bids

    I am looking for an experienced commission-based Sales / Business Development Partner who can find businesses looking for SaaS, software, web applications, mobile apps, ERP, CRM, automation, dashboards, and custom software development. WHAT YOU WILL DO • Find businesses that need software solutions • Identify high-value software/SaaS opportunities • Contact potential clients • Generate qualified leads • Introduce our development services • Help move opportunities toward meetings and deals • Build long-term client relationships IDEAL CANDIDATE You should know how to find software clients through channels such as: • LinkedIn • Upwork • Freelancer • Cold email • Business directories • Networking • Existing busin...

    $181 Average bid
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    8 bids

    ...moved onto the Zoho platform and Zoho Books needs to be production-ready as soon as possible. The priority is Zoho Books (Zoho Billing and Zoho CRM will follow, but they are out of scope for this engagement unless the work naturally overlaps). Here is what has to be delivered: • Accounts & Workflows – Create and verify all Bank, Customer and Vendor accounts. – Build the core bookkeeping workflows that drive invoicing, payments, expense approvals and recurring transactions so my finance team can use them without manual tweaks. • Systems Integration – Connect Zoho Books to the other apps we already rely on (e.g. payment gateways, e-commerce, CRM). The intent is zero double-entry. REST API, Zoho Flow or any native connector can b...

    $14 / hr Average bid
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    121 bids

    ...settings you require. I can also supply test credentials so you can validate the hand-shake before it goes live. Please factor in brief documentation that shows where the keys are stored, how to rotate them, and how to revoke access should that ever become necessary. (For more specifics, please see attached) If this sounds straightforward to you and you’ve done similar GoHighLevel (or comparable CRM) integrations, let’s get this wired up....

    $166 Average bid
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    110 bids

    I need a professional website for RetireCareUSA, focused on lead generation. The site will promote guaranteed lifetime income and funding for long-term care. Key Requirements: - Engaging, user-friendly design - Strong calls-to-action - SEO optimization - Mobile responsiveness - Integration with CRM for lead tracking Ideal Skills & Experience: - Proven web design expertise - Experience with lead-gen sites - SEO and mobile optimization skills - CRM integration knowledge Please include detailed project proposals in your application.

    $415 Average bid
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    386 bids

    ...Understand spoken responses Respond dynamically based on the conversation Follow a predefined conversation flow Ask and answer questions Qualify leads Collect customer information Schedule appointments Handle basic FAQs Transfer calls to a human when required Send follow-up information through WhatsApp/SMS/email where applicable Record call outcomes Store conversation/customer data in a database or CRM Provide call logs and basic analytics Example Use Cases The system should be flexible enough to support use cases such as: AI Receptionist Answer incoming business calls Understand the customer's requirement Answer common questions Book appointments Transfer calls to staff Lead Qualification Call leads automatically Ask qualifying questions Identify interested prospects R...

    $99 Average bid
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    20 bids

    I’m growing a portfolio of professional services and need an entrepreneurial Business Development Associate who is comfortable working entirely on commission. Yo...schedule and location; I measure success by the revenue you generate. Day to day you’ll hunt for prospects, open conversations, qualify interest, run discovery calls, and secure signed agreements. Because we sell exclusively to B2B decision-makers, you should already know how to navigate company hierarchies, tailor value propositions to multiple stakeholders, and keep detailed notes in a simple CRM or spreadsheet so we can track every touchpoint. The role is uncapped—every contract you land goes straight to your commission tally—so if you’re motivated by results and comfortable owning the e...

    $76 Average bid
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    5 bids

    ...Your recurring commission = ₹5,000/month. There is no fixed salary. This is an independent commission-based sales partnership. You do not need a particular degree or certification. We are primarily looking for people who can independently find businesses, communicate with decision makers, sell the product and get companies onboarded. Previous experience in B2B sales, SaaS, HRMS, payroll, ERP, CRM, business software or other business services is a plus, but strong sales ability and business connections are more important. When applying, please tell us: 1. Your sales/business development experience 2. What products or services you have sold before 3. What type of businesses you can reach 4. Your location/areas you can cover 5. Whether you already have contacts with business ow...

    $9 Average bid
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    2 bids

    ...target-company database provided by TalentedStaff and your own network • Identify and approach relevant decision-makers • Use LinkedIn, email, telephone and your existing relationships to open conversations • Conduct initial client meetings using our prepared material • Understand the client's current and forecasted workforce requirements • Register qualified client accounts and opportunities within our CRM • Maintain and develop the relationship during the early stages You are not expected to manage everything yourself. TalentedStaff will support platform demonstrations, detailed commercial discussions, resource arrangements, onboarding and ongoing account management. What Makes This Opportunity Different You are not joining us to sell anothe...

    $433 Average bid
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    5 bids

    build a simplified MVP (Minimum Viable Product) first. App Name BizFlow Ghana Core Features 1. Dashboard Total leads Sales today Active customers Revenue tracker 2. Funnel Builder Drag-and-drop page builder Landing pages Thank-you pages Sales pages Lead capture forms 3. CRM Store customer details Notes and follow-ups Customer tags Sales pipeline 4. WhatsApp Integration One-click WhatsApp chat Broadcast message templates Customer follow-up reminders 5. Email Marketing Email campaigns Automated sequences Subscriber management 6. Network Marketing Module Prospect tracking Team member management Commission tracker Product catalog 7. Payment Integration MTN MoMo Telecel Cash AirtelTigo Money Paystack Stripe 8. Analytics Funnel conversions Sales reports Lead sources Team performance Techn...

    $79 Average bid
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    50 bids

    I’m g...performance). Tracking must be rock-solid: UTM tagging, pixel installation, and a simple dashboard that shows entries, cost-per-lead, and overall reach in real time. Key deliverables: • Campaign blueprint with timeline, entry flow, and platform rules compliance • Scroll-stopping graphics & short-form video ads sized for each placement • Landing or lead-capture form fully integrated with my CRM (Zapier or native API) • Daily performance reports and end-of-campaign insights with next-step recommendations I’m measuring success by the number of verifiable leads collected within the campaign window and the cost per lead you achieve. If you have a track record of running prize-based lead gen on social, let’s talk soon so we can l...

    $37 Average bid
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    32 bids

    ...analytics so I can track agent performance, campaign effectiveness, and compliance metrics from a central dashboard. Beyond those essentials, the platform should let me search, tag, and download recordings quickly, with the option to add real-time transcription down the road. Seamless integration with our existing VoIP soft-phone software on Windows desktops is a must; an open API for future CRM syncing would be ideal. Here’s what I’d like from you: set up the cloud environment, configure recording and analytics, show me how to retrieve and analyze calls, and document the process so my in-house admin can maintain it. If you have experience with services such as Twilio, AWS Connect, or similar SaaS call-recording tools, please highlight that when you reply. I&rsqu...

    $146 Average bid
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    81 bids

    ...experienced CRM Automation Developer to set up and optimize our sales and lead management workflow. The work will include CRM setup/customization, lead capture and automatic assignment, sales pipeline automation, follow-up reminders, email/WhatsApp automation, status updates, reporting dashboards, and integration with external tools or APIs. The developer should be able to understand our current business process and convert it into a clean, reliable automated CRM workflow with proper testing and documentation. Experience with platforms such as Zoho CRM, HubSpot, GoHighLevel, n8n, , Zapier, APIs, and webhooks will be preferred. Please share 2–3 relevant CRM automation projects or examples with your proposal. We are looking for someone who can...

    $100 Average bid
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    68 bids

    ...and other channels - Set your own appointments and manage prospects - Conduct discovery and sales calls - Understand the prospect's business, problems, and requirements - Present the appropriate GoHighLevel solution - Handle objections and negotiate - Follow up with prospects - Close deals and bring in new clients What You'll Be Selling Our services include GoHighLevel setup and implementation, CRM systems, funnels and websites, workflow automation, AI voice and chat agents, lead reactivation, missed-call recovery, integrations, reporting, managed GHL services, and white-label solutions for agencies. Compensation Commission Only — No Salary You will be paid for every client you successfully close and that becomes a paying customer. - $600 per closed sale, or...

    $566 Average bid
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    6 bids

    ...Clutch Track outreach, responses, follow-ups, and opportunities in a simple spreadsheet/CRM Suggest practical ways to increase traffic to my consulting website Help improve outreach based on actual response data Target industries may include: IT Services SaaS Consulting Professional Services Agencies Healthcare Technology Digital Transformation Automation SMEs / Growing Businesses What I am NOT looking for: Mass automated LinkedIn DMs Fake followers or engagement Spam outreach Bulk low-quality backlinks Generic social media posting with no lead-generation strategy Preferred experience: LinkedIn lead generation B2B prospecting Sales Navigator Apollo or similar tools KEYWORD - nova Cold outreach CRM/lead tracking Business services / consulting lead generation Initial ...

    $74 Average bid
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    14 bids

    ...with strong sales and digital marketing experience**. You should be capable of demonstrating the complete customer journey rather than simply showing individual GHL features. For example: **Meta Ad → Landing Page → Lead Capture → CRM → Automated Follow-up → WhatsApp/SMS/Email → Appointment Booking → Sales Pipeline → AI/Automation → Review Request → Reporting** The prospect should be able to clearly understand: **"This is how GHL can grow and automate my business."** ### Core GHL Expertise Required You should be highly experienced with: * GoHighLevel CRM * Workflows & advanced automations * Triggers and actions * Pipelines & opportunity management * Lead nurturing * Forms & surveys * Funnels &am...

    $200 Average bid
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    11 bids
    AI SaaS Technology Lead
    6 days left
    Verified

    Technology Lead – AI SaaS & Revenue Automation We are building a market-native, autonomous AI revenue engine for European B2B companies. The platform transforms a company’s website into a credible, approved outbound campaign within 30 minutes—then supports prospect verification, controlled outreach, reply classification and appointment booking without requiring a lengthy CRM implementation. We are seeking an experienced Technology Lead to take ownership of the technical architecture and oversee a remotely distributed team of software engineers. This is a hands-on leadership role for someone who can translate product strategy into reliable software, establish engineering standards and ensure consistent delivery across the team. Key responsibilities • Own th...

    $32 / hr Average bid
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    133 bids

    ...such as Clutch Track outreach, responses, follow-ups, and opportunities in a simple spreadsheet/CRM Suggest practical ways to increase traffic to my consulting website Help improve outreach based on actual response data Target industries may include: IT Services SaaS Consulting Professional Services Agencies Healthcare Technology Digital Transformation Automation SMEs / Growing Businesses What I am NOT looking for: Mass automated LinkedIn DMs Fake followers or engagement Spam outreach Bulk low-quality backlinks Generic social media posting with no lead-generation strategy Preferred experience: LinkedIn lead generation B2B prospecting Sales Navigator Apollo or similar tools Cold outreach CRM/lead tracking Business services / consulting lead generation Initial engagem...

    $67 Average bid
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    12 bids

    ...recommendations. Build relationships with property managers, investor communities, contractors, insurers, attorneys, associations, and other potential partners. Develop lifecycle and re-engagement campaigns for landlords and vendors. Coordinate with our existing community, content, and product contributors. Work with the founder to define funnel metrics and improve measurement in PostHog and our internal CRM. Maintain a weekly experiment backlog and report what was tested, learned, stopped, or expanded. We want thoughtful experimentation—not activity for activity’s sake. Success is measured by qualified requests, completed jobs, repeat usage, vendor participation, partnerships, and revenue—not impressions or follower counts alone. *Who we’re looking for* ...

    $31 / hr Average bid
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    24 bids

    I need a clean, professional website that positions our boutique law firm as the obvious choice for prospective clients. The main goal is to convert new visitors into enquiries, so every page should guide the user toward a prominent, easy-to-use contact form that feeds directly into our email and CRM. While the focus is on new-client acquisition, I also want a simple way to post firm announcements and upcoming events without touching code. A lightweight CMS or WordPress back-end with clear instructions will work; I just need to log in, add a headline, date and short description, and hit publish. Key requirements • Modern, responsive design optimised for legal services keywords • Clear service overviews and attorney profiles (you may reuse our existing copy or suggest...

    $59 Average bid
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    127 bids

    ...keep our pipeline full and our market intelligence sharp. The associate I bring on will concentrate on two core areas: • Lead generation – sourcing, qualifying, and organising fresh retail prospects each week so I can step in and convert. Expect to work with online directories, LinkedIn, trade-show lists, and whatever creative channels you find effective. Solid spreadsheet discipline and basic CRM usage (HubSpot / Zoho / Sheets) will be essential. • Market research & analysis – tracking competitor moves, price points, and emerging consumer trends. Your job is to turn raw data into short, actionable briefs I can immediately plug into territory plans. This role is aimed at fresh graduates or entry-level talent eager to learn sales fundamentals; I&...

    $186 Average bid
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    9 bids

    Objective: Mapinger currently provides a CRM-based platform to create and manage indoor floor plans, profiles, locations, tags, and navigation. The next requirement is to introduce real-time indoor positioning, allowing a user's current location to be detected inside a building and displayed on the Mapinger indoor map. Target experience “Open Mapinger → Indoor map loads → Your live location appears → Mapinger shows where you are and guides you to your destination.” The system should support multiple positioning technologies, primarily: Bluetooth Low Energy (BLE) Beacons Wi-Fi-based positioning Potentially Hybrid BLE + Wi-Fi Future support for other technologies such as UWB 2. Business Requirement The current Mapinger system tells users where pla...

    $1159 Average bid
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    45 bids

    ...day-to-day customer relationship management. The interface should feel as immediate as a modern SaaS dashboard—clean, responsive and easy to navigate from any browser. Here’s what I expect to see when the project is complete: • Sales reporting module – import or enter transactions, generate real-time summaries and downloadable CSV/PDF reports, with filters for date range, product line and rep. • CRM module – searchable customer profiles, interaction notes, simple deal pipeline and basic email/phone log so I can pick up any conversation without hunting through spreadsheets. • Admin panel – settings for currencies, tax rates, user roles, automated backups and an activity log. • Source code – well-commented, handed over ...

    $258 Average bid
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    86 bids
    Debug & Enhance Custom CRM
    5 days left
    Verified

    My AI-generated CRM is 90 % there, but a mix of functional, interface, and performance glitches keep the core experience from feeling complete. Automations stall, nurture sequences stop midway, and the cross-selling module never fires. I need a developer who can: • Trace and squash the current functional, UI, and speed issues across the entire codebase. • Finish and hard-test the automation engine so every trigger, timer, and conditional fires reliably. • Build out the full follow-up nurture flow—email/SMS templates are ready, they just need proper sequencing and fail-safe logic. • Activate the cross-selling feature set so related-product offers surface at the right moments. Acceptance will be a fully working CRM where: 1. All existin...

    $76 Average bid
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    62 bids

    I need a talented web designer who feels completely at home inside GoDaddy. The task is to plan, design, and launch from start a modern corporate website that strengthens our brand identity while actively collecting high-quality leads. Web designers with hospitality and/or real estate experience will be viewed as a positive but not a necessity. Lead-capture integrations (simple CRM or GoDaddy Webforms), on-page SEO, and Google Analytics tags must be in place from day one. Key deliverables • Wireframes and final UI mock-ups for approval • Fully responsive GoDaddy build (desktop, tablet, mobile) • Conversion-focused pages: Home, About, Services, Case Studies, Contact • Optimised meta titles/descriptions and basic schema • Tested contact/lead fo...

    $2173 Average bid
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    208 bids

    ...sales cycle for my independent insurance practice. Using our cloud-based CRM and the insurance management platform already in place, you will drive new business into the pipeline, keep prospects engaged, and make sure existing clients renew on time. Scope of work • Lead generation – source qualified prospects, enter them in the CRM, and tag appropriately. • Customer follow-up – schedule and complete calls or emails through the CRM so every lead receives timely, personalised touch-points. • Policy renewals – monitor upcoming expirations in the insurance management software, contact clients ahead of deadlines, and process the paperwork. Tools & workflow All outreach, notes, and status updates must live inside the CRM...

    $231 Average bid
    $231 Avg Bid
    4 bids
    Insurance Sales Management
    5 days left
    Verified

    ...sales cycle for my independent insurance practice. Using our cloud-based CRM and the insurance management platform already in place, you will drive new business into the pipeline, keep prospects engaged, and make sure existing clients renew on time. Scope of work • Lead generation – source qualified prospects, enter them in the CRM, and tag appropriately. • Customer follow-up – schedule and complete calls or emails through the CRM so every lead receives timely, personalised touch-points. • Policy renewals – monitor upcoming expirations in the insurance management software, contact clients ahead of deadlines, and process the paperwork. Tools & workflow All outreach, notes, and status updates must live inside the CRM...

    $183 Average bid
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    6 bids

    I will provide fresh car-accident leads, Vicidial access, and our CRM; you log in each morning on Texas time, start dialing, and keep the line moving. Your single objective is to qualify the person for our attorney, confirming two points only—injury details and current insurance—then smoothly warm-transfer the caller to the lawyer’s line. Because some victims prefer to speak in Spanish, you must be fully fluent in both Spanish and English and able to switch effortlessly mid-conversation. Cold-calling experience, a persuasive tone, and the discipline to follow the script while thinking on your feet are crucial. Daily expectations: stick to the dial schedule, maintain clear notes in the CRM, hit the transfer quota we agree on, and flag any bad numbers or...

    $50 / hr Average bid
    $50 / hr Avg Bid
    1 bids

    ...run an event company and need a classic, elegant website that spotlights our past and upcoming gatherings. The main goal is to showcase each event with beautiful imagery and clear details while keeping the experience smooth on desktop and mobile. Key interactive features I expect: • Event calendar with month-to-month navigation • Simple RSVP forms that feed directly to my inbox (or a connected CRM if you recommend one) • Photo and video galleries that load quickly and look refined Designwise, think clean typography, generous white space, muted color accents, and subtle animations—nothing flashy, just timeless sophistication. The build should also include: – Responsive layouts tested across major browsers – Easy-to-update CMS section so my...

    $48 Average bid
    $48 Avg Bid
    76 bids

    ...face-to-face touch. Here’s what the role looks like day to day • You will plan and execute LinkedIn-focused social-media marketing that attracts, engages and converts the right audience into qualified leads. • Expect to research prospects, craft outreach messages, publish thought-leadership content, nurture conversations in comments and DMs, and track results inside LinkedIn’s native analytics or any CRM we agree on. • When a hot lead asks for an on-site discussion, you’ll have the flexibility to meet them in person—travel is minimal and scheduled around your availability. Why this might be the growth step you’re after • Work from home most of the week, set your own hours, and lean on our structured training and daily te...

    $9 / hr Average bid
    $9 / hr Avg Bid
    13 bids

    Please do NOT bid if • you are a developer/designer positioning yourself as “also good at sales” • you cannot name a specific past deal you perso...activity and at least one qualified conversation in the pipeline by the end of that period. The goal is to confirm we work well together for the long haul. You’ll be free to choose the channels that suit you best—cold calling, email campaigns, networking events, social selling—so long as you can document activity and progress. I’ll provide product training, positioning material, and access to our CRM; you focus on targeted outreach, discovery calls, and closing. Commissions are uncapped and paid immediately on cleared revenue. If you’re ready to prove yourself and build a steady, ...

    $100 Average bid
    $100 Avg Bid
    2 bids

    I need an Odoo expert to automate the creation of a field service event whenever the meeting date on the CRM lead page is changed. Requirements: - Auto-generate field service events with meeting date changes. - Include attendees in event details. - Events should be auto-assigned to a specific individual. Ideal skills and experience: - Proficiency in Odoo, especially CRM and field service modules. - Experience with automation within Odoo. - Strong attention to detail to ensure accurate event creation and assignment.

    $49 Average bid
    $49 Avg Bid
    77 bids

    KLINIKIS (Klinikis) — Professional Logo & Brand Icon Design We are looking for a talented designer to create a modern, premium and memorable logo for KLINIKIS (Klinikis), a cloud-based clinic management software platform. KLINIKIS (Klinikis) is used by clinics, doctors and healthcare businesses to manage patients, appointments, treatments, staff, CRM, payments, inventory, communications, reporting and AI-powered workflows. Brand Name KLINIKIS (Klinikis) Brand Personality The logo should feel: * Modern * Premium * Professional * Trustworthy * Technology-focused * Healthcare-oriented * Clean and minimal * Suitable for a global SaaS product We do not want a generic hospital/medical logo. Please avoid overused concepts such as simple medical crosses, hearts, ECG lines...

    $150 Average bid
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    $150
    568 entries

    ...processes, noting feedback, and making sure every conversation ends on a positive note. You’ll work from a call list I provide, use our cloud-based CRM to log interactions, and handle calls through our VoIP dialer. Training materials, a call script outline, and escalation contacts are all ready; what I need is your clear voice, active listening, and knack for resolving everyday issues quickly. Typical shift requirements sit at 3–4 hours, Monday to Friday, with some flexibility to swap days when schedules clash. A quiet workspace, stable internet connection, and a decent headset are essential. Deliverables I expect: • Daily call log exported from the CRM • Brief end-of-shift summary highlighting common questions and any follow-ups needed • ...

    $17 / hr Average bid
    $17 / hr Avg Bid
    12 bids

    I need a freelancer to build a database and accounting system. Key Requirements: - Store customer information - Invoice processing functionality - Integration with existing CRM system Ideal Skills and Experience: - Experience in database development - Proficiency in creating accounting systems - Familiarity with CRM integration Please provide examples of similar work done and your approach to this project.

    $18 / hr Average bid
    $18 / hr Avg Bid
    221 bids