CRM Jobs

We are an internet service provider and now we are using physical forms to collect customer applications. We want to modernize it using an online portal. There are multiple solutions from 1. Adobe Acrobat Pro on Form filling and PDF Generation 2. Fluent Forms a WordPress template. We want a neat EASY FORM FOR THE customer to enter. A detailed description of the project is provided in The expected budget is INR.25000 or USD300

I'm seeking a detail-oriented freelancer to customize my HubSpot account and set up default views for its Deals, Tasks, and Tickets. My preferred view for these is the Board view, and I do have specific data points that I want to be included in the view. Additionally, I wish to configure this view for individual users and user groups. If you are an experienced freelancer comfortable working with HubSpot and setting up custom views, I would like to discuss my project further. Please let me know if you have any questions or concerns. Thanks!

I'm looking for someone to update my existing self-hosted vTiger CRM installation. I don't need any additional customization - just a basic update will do. However, the update needs to be handled correctly so the entire system will work as expected and all data are kept. Current Version: 7.4 Required Version: most recent (I think 8.X) There was an issue on updating to 7.5, whereas I rolled back to 7.4. Please let me know if you have experience with vTiger CRM, can confidently update my current installation and mention flux-compensator in your offer. More details about the issue via chat.

My company is seeking to build an applicant tracking system with CRM based on Vtiger open source to help streamline our current recruitment process. The project is intended for use in an existing business. I have a detailed list of features and functionalities that I would like the system to have. My team and I are eager to get started on this project and anticipate a completion time within a month. If your services meet these needs, please don't hesitate to reach out and let me know how you can help.

I am looking for an experienced freelancer to help me migrate my GoHighLevel instance. I am a subaccount currently and I need to take all of the things I have built in it out. The owner isn't wanting to allow that so I need someone to help me copy it so I can set it up in my own account. Skills and Experience: - Expertise in GoHighLevel and its various features and functionalities - Proficiency in data migration and transferring customizations from one instance to another - Familiarity with setting up funnels and automations in GoHighLevel Project Requirements: - Migrate my current GoHighLevel instance from one account to another instance - Transfer all customizations that have been done on the current instance - Ensure that all funnels and automations, which are more than 20 in nu...

Project Details €8.00 – 16.00 EUR per hour BIDDING ENDS IN 6 DAYS, 23 HOURS Guys please I don't have time to waste. Take a good look at the file and the assignment. If you are not able to give a clear answer of the work we will do on the project and in how much time and the final cost don't write to us. LIMO SERVICES This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho A...

Guys please I don't have time to waste. Take a good look at the file and the assignment. If you are not able to give a clear answer of the work we will do on the project and in how much time and the final cost don't write to us. LIMO SERVICES This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho Analytics (the best reporting app to read all kinds of data and visualise it for easy u...

I am looking for a freelancer who can provide support in setting up ZoHo CRM. Specific ZoHo products needed: - CRM Requirements for freelancers: - Experience in setting up ZoHo CRM - Knowledge of ZoHo products Tasks include: - General setup of ZoHo CRM Ideal skills and experience: - Strong understanding of ZoHo CRM - Previous experience in setting up ZoHo CRM - Ability to provide detailed project proposals Please include your experience in your application. Thank you!

Build Customer Database w/Images - Import into ZoHo CRM I am looking for a skilled freelancer to build a customer database with images and import it into ZoHo CRM. The ideal candidate for this project should have experience in data entry and CRM management. Customer Database: - The database should include customer information along with their corresponding images. - The images to include in the database are vehicle images. List of Customers: - I do not have a list of customers yet. - The freelancer will be responsible for gathering customer information based on the provided photos. Project Scope: - The number of customers to be included in the database is currently unknown. - This will be an ongoing project, and the freelancer should provide an estimate per vehicle. Skills and Experi...

PABX call record got stored and played in CRM.

I am looking for a Salesforce ecommerce developer who can help me with my project. Specific Requirements: - Product catalog management: I need someone who can assist with managing and organizing my product catalog on the Salesforce platform. Existing Architecture: - I have an existing CRM or ERP system that needs to be integrated with Salesforce. Timeline: - The project needs to be started immediately. Ideal Skills and Experience: - Strong experience with Salesforce ecommerce features and functionality - Expertise in product catalog management on Salesforce - Familiarity with integrating Salesforce with existing CRM or ERP systems - Ability to work quickly and efficiently to meet immediate project deadlines

I am looking to build a Customer relationship management (CRM) for managing all the company's relationships and interactions with customers and potential customers. I need it to be built from scratch .

Estoy interesado en un especialista en Zoho CRM para que me apoye en: - Revisar proceso y flujo de trabajo relacionado a oportunidades, una vez el negocio se gane. - Configurar Modulo CPQ (Product Configurator, Price Rules). Costos, precios de productos - Configurar adecuadamente la emisión de quotes, donde se considere estructura de costos (Hoy en dia se hace en excel y se coloca en el CRM). Centralizar el proceso completo en el CRM. - Configurar emisión de quotes para 2 empresas de 2 paises diferentes, pertenecientes a la misma organización y en el mismo tennt de Zoho CRM. - Configurar 1 Blueprint del proceso de ventas relacionado a Deals (Oportunidades).

I am looking for a freelancer who can assist me with creating email campaigns and forms with automation for my GO High Level (GHL) project. Specific tasks include: - Setting up my GHL account - Building funnels and automations I am already familiar with GHL, so I do not require any training on how to use the account. I have a desired timeline of completing the project within 1 week. Ideal skills and experience for this job include: - Proficiency in using GHL - Experience in creating effective email campaigns - Knowledge of building funnels and automations Please include examples of previous GHL projects you have worked on in your proposal. Thank you!

I have "Contact" Entity Then another Entity called "Associated Contacts" Associated contact has: First_Contact: Lookup from Contacts table Second_Contact: Lookup from Contacts table I'm trying to create a view, that has "Selected Contact" associated one regardless he is the first_contact or second_contact

I need some body ho speak, english, or spanish. Me gustaria MUCHO un freelancer en Espagnol. Tengo unas listas en excel de datos que quiero import a dentro de mi CRM enversion gratuita el tiempo de ver si el crm monday me gusta. Ya baje el template de Real estate . Intente import los datos pero la colomna no se coordinan. Si ustedes me lo pueden ensenar como hacer en mismo tiempo de lo hace seria genial. Aqui les dejo un video explicativo tambien de mis nesesidades: video explicativo : secondo video explicativo:

HubSpot CRM Hub Website Theme Design Primary Purpose: Brand awareness Skills and Experience: - Proficiency in HubSpot CRM platform and ability to integrate it into the website design template - Must use the supported functions and resources available at HubSpot: Design should be first created as a image template for approval in phase 1. I will pay for concept designs of a home page and a sub-page, if needed. Design should be similar to There will be almost just as many pages on the website as the URL above, so bid based off of that.

I'm looking to create an Open kart CRM system that is capable of contact management, sales pipeline tracking, and task management. Additionally, I need this CRM system to have the capability to integrate with other existing software systems. All of this must be completed within a timeline of 1-2 weeks. I'm seeking a development team with a proven track record and success that can help me realize this project on schedule. I need a team that is reliable, communicative, and experienced in building similar systems. This project is crucial to my business and I seek a development team who can help bring my vision to reality.

Website for Existing Business Lawyer Functionality: - Interactive features such as booking appointments and filling out forms - User-friendly interface for seamless navigation - Secure payment options for client transactions Design: - Corporate style with a professional and trustworthy aesthetic - Clean and organized layout for easy access to information - Attention to detail to reflect the credibility of the lawyer's services Ideal Skills and Experience: - Web development expertise with experience in creating interactive websites - Proficiency in designing corporate websites with a focus on user experience - Strong understanding of security measures for handling client information securely Note: Please provide a portfolio showcasing previous corporate website projects.

I am looking for a skilled team to develop an ERP system for my Shoe manufacturing business. The ideal candidate should have expertise in production planning and experience working with small businesses. Specific modules needed for the ERP system: - Production Planning Business size: - Small (1-50 employees) Integration with existing systems: - Yes, I have one system The ERP system should streamline inventory management, sales, and distribution processes, and integrate seamlessly with our existing system.

Salesforce Developer Support for Marketing Cloud Customization I am looking for a Salesforce developer with 8+ years of experience to assist me with customization tasks specifically related to Marketing Cloud. Tasks to be performed: - Customizing Marketing Cloud workflows and processes to align with our CRM requirements - Implementing personalized marketing campaigns and automation using Marketing Cloud functionalities - Integrating Marketing Cloud with other systems and platforms for seamless data exchange - Assisting with data migration and ensuring data integrity during the process - Providing ongoing support and troubleshooting for any issues related to Marketing Cloud customization Ideal skills and experience: - 8+ years of experience as a Salesforce developer, with a focus on Mar...

Looking for someone who knows how to setup Hubspot from start to finish. I need to integrate the service to Xero. Setup basic email templates. Show me how to use the system. I need a ticketing module setup Invoice template setup.

i need to fix filter code so email piping based only on return email title without checking to email id and user id.

Custom Fields: I need to create custom fields in the CRM to store additional property and client information that is unique to my business needs. My website is a listing portal for multiple agencies/agents who deal in sale and rent of both residential and commercial listings as well as overseas listings. My Current houzez Crm only offers me a one form entry for everything. I would like to customize this to at least 3 forms which is ; SALE a) Residential b) Commercial c) Overseas And RENT a) Residential b) Commercial

I am looking for a Salesforce Pardot/Account Engagement Specialist to provide advanced training on Pardot. Skills and experience required for the job: - Strong knowledge and experience in Salesforce Pardot - Expertise in email marketing automation

Job Title: Salesforce Velocity Developer Team Lead Job Type: Contract / Freelance Job Duration: Ongoing, 6-7 hours a day (maximum) Location: remote Job Description: We are seeking a talented and experienced Salesforce Velocity Developer Team Lead to join our team on a contract/freelance basis. As a key member of our team, you will play a crucial role in the development and optimization of our Salesforce Velocity platform. Your primary focus will be on EPC (Energy Performance Contract) and Order Management within the Salesforce environment. The successful candidate will lead a team of developers and collaborate with other stakeholders to deliver high-quality solutions that meet our business needs. Key Responsibilities: Team Leadership: Lead a team of Salesforce Velocity developers, provid...

I am in need of a software to use in my office to manage data and automate workflows. My preference is for a Windows-based platform. Additionally, I require the software to have secure user authentication in order to protect the data that will be store in it. Specifically, I need the software to have the following features: data entry and management, workflow automation, and reporting and analytics. If you have the experience and expertise to develop this software, I would love to hear from you.

I am looking for someone with experience in setting up and integrating Salesforce for the first time, including QuickBooks integration. Currently I do not have a CRM system in place, however, I will need sales tracking to be implemented into Salesforce. I need to consolidate all of our lead sources, current customers from QuickBooks and our scheduling software provided by FlightCircle.com. Thank you.

Hola, estamos buscando un programador que nos ayude tanto con proyectos grandes de Zoho como integraciones con otras aplicaciones, aplicaciones en php, desarrollos en creator... También temas mas pequeños a nivel técnico como hacer funciones, client scripts, etc. siendo apoyo de nuestro departamento técnico. Buscamos a una persona resolutiva, que se le plantee un tema y sepa encontrarle una solución y ejecutarlo, que le guste aprender cosas nuevas y el trato con los clientes. Buscamos una persona con la que podamos contar con frecuencia, establecer una relacion durarera no solo puntual. --------- I am looking for a Zoho developer and technical support . The specific Zoho application that I need programming and technical support for is Zoho CRM, Cr...

I am seeking an experienced professional to develop a lead generation website for the residential real estate market. The ideal candidate should have experience in developing lead generation websites with the following features: - Lead capture forms: The website should have user-friendly forms that allow visitors to easily submit their contact information. - CRM integration: Integration with a CRM system is essential to effectively manage and track leads. - Property search functionality: The website should have a search feature that allows users to search for properties based on specific criteria.

I am looking for a Software B2B Sales Specialist to help me design and execute a sales plan for my digital workspace and file-sharing website platform. We are a dynamic and innovative digital workspace startup transforming how people share files, work, collaborate and create. We provide a cutting-edge SAAS platform designed to empower teams and individuals to achieve their best work, regardless of where they are. With a commitment to simplicity, innovation, and productivity, we're redefining the future of work. We are looking for a growth-minded sales professional to take on the challenge of driving subscriptions and sales for this innovative cloud-based digital workspace and file-sharing platform by executing a sales strategy by identifying subscribers and business sales channels....

CRM Integration with Facebook I am currently using CRM platform and I am looking for a freelancer to help me integrate it with Facebook and the respective users email accounts. Main Goals: - My main goal with the integration is to improve sales tracking by seamlessly syncing customer data between the CRM and Facebook. Ideal Skills and Experience: - Experience with CRM platforms and Facebook integration - Knowledge of lead generation tracking and sales tracking - Ability to seamlessly sync customer data between CRM and Facebook - Knowledge of email integration with CRM.

I am looking for a Freelancer who can create a sales performance report in Zoho Reports on analytics.zoho.com. The report should include the following metrics: - Conversion Rates (Nett and Gross) - Volume (Nett and Gross) - Units Sold - Appointments Completed The preferred layout for the report is a tabular format. I do not need the report to be interactive, a static report will suffice. Ideal skills and experience for this project include: - Proficiency in Zoho Reports and - Experience in creating sales performance reports - Strong understanding of data visualization and tabular formatting Please provide examples of previous work or relevant experience when submitting a proposal.

Customize my pipex crm which I purchased from codecanyon.

We are looking for a mortgage underwriter/administrator who is process-driven with an accounting/bookkeeping background. They must be motivated and able to work in a fast-paced demanding environment. The administrator must liaise with the clients, banks and solicitors in order to help get the loan approved. They will be working on requesting and reviewing documents as well as extracting data from them in order to populate mortgage applications. They will also have to underwrite the case to a similar standard to that of the bank to ensure the mortgage is approved once it has been submitted. We would like someone that is always willing to provide feedback so that we can constantly update our systems and ensure maximum efficiency. The candidate must be able to speak English well as they will ...

I am looking for a freelancer to help me with the various workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar bookings, and invoicing. If you have experience with any of the CRM systems such as Salesforce, HubSpot, or Zoho that would be a huge plus.

We are looking for a freelancer / Company to assist us with development of a CRM (Ticket Management system). We will only accept vendors who has in past delivered CRM for customer service. Also if you have experience in Vtiger CRM modification or Sugar CRM or any similar CRM - that will be an added value. High Level Features needed in CRM: - Ticket / Incident Management - SLA Management - Automation Rules - Team management - Admin Roles and Users - Ticket Escalation Rules - Social Media Integration - Chat / Chatbot Integration - CTI / Telephony system integration - On Cloud deployment - Make UI to local language Specific Features: - Ticketing System: The CRM should have a ticketing system to efficiently manage customer inquiries and support requests, tickets will come via email, ph...

I am looking for help integrating Zoho CRM with Lead Dyno. I have a general idea of the features I would like to see in the integration, but I'm open to suggestions. The timeline for the project completion is within one week.

I am looking for a freelancer who can assist me with data migration and integration tasks in Zoho CRM and Lead Dyno. The ideal candidate should have experience in these platforms and be able to complete the tasks within a tight timeframe. Specific requirements for the project include: - Data migration and integration in Zoho CRM and Lead Dyno - No specific data formats or structures need to be maintained during the migration, open to recommendations - Urgent completion of the tasks within 1-2 weeks If you have the necessary skills and experience in Zoho CRM and Lead Dyno, and can meet the urgent timeline, please submit your proposal.

I am looking for the services of an experienced and professional Freelancer to help me with a project involving Vtiger MailConverter and On-Prem Microsoft Exchange IMAP. I have both the Vtiger CRM and the Microsoft Exchange server set up. Specifically, I need a MailConverter that can handle email to ticket conversion, but no additional integrations or customizations are required. The chosen Freelancer should be able to effectively and efficiently set up and configure the appropriate tools and applications in order to meet the requirements of this project.

I am looking for a freelancer who can help me integrate contact data with my CRM platform, Salesforce, or another as per recommendation as well as my website and sales funnel. Amazon store needs to work with it as well Skills and Experience: - Strong experience with Salesforce CRM platform or any other as I have not found one. Looking for recommendation for what would work best based on my business - Knowledge of data integration and migration processes - Familiarity with website and sales funnel integration - Ability to handle a large volume of data migration (more than 500 contacts) - Attention to detail and accuracy in data migration process

I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.