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I work for a small boutique global climate-finance consultancy firm working with clients, SMEs, and investors across emerging markets. As we grow, I want a single technology partner who can step in whenever a digital challenge arises—whether that is streamlining our Microsoft 365 and CRM workflows, building lightweight GPT agents to surface insights for our consultants, designing clean dashboards that make portfolio companies' data instantly understandable for investors, or hold knowledge products for the portfolio companies, or tightening our cyber-security as we handle large confidential data sets. Here is a snapshot of the kinds of initiatives in my pipeline: • Automate repeatable tasks across CRM, SharePoint, and Outlook so deal information moves through our process without manual copy-and-paste. • Prototype specialised GPTs to enhance our research and preparation of various reports, draft investor memos, and respond to internal queries using our private knowledge base. • Develop dashboard with separate logins for startups and investors with data visualization (UI/UX). • Establish baseline cyber-security measures in line with the GDPR requirements (optional). • Website development (optional) I prefer an iterative approach: small milestone-based sprints. I’d like to schedule a discovery call next week.
Project ID: 39719784
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Active 8 mos ago
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25 freelancers are bidding on average ₹23,527 INR for this job

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₹25,000 INR in 2 days
7.6
7.6

Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. We will negotiate my fees depending on how many hours it will take to fulfill the work. I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews). I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc. I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it. Thank you and kind regards, Ahmed Hassanein
₹25,000 INR in 7 days
6.0
6.0

Greetings, With over 15 years of experience as a technology and business professional, I am confident that I can help you with Microsoft 365. I have a deep passion for SharePoint and have worked extensively with all versions, including SharePoint Online (Office 365). I have expertise in related Microsoft technologies such as Power Automate (Flow), Power BI, and Power Apps. By leveraging these tools, I have built comprehensive and integrated business applications that are robust and efficient. My proficiency extends to customization on SharePoint Server 2010/2013/2019 using Visual Studio C#, as well as implementing applications in ASP.NET with SQL Server Database integration. I also possess knowledge of Nintex Workflow, which further enhances my capabilities in workflow automation. I have had the privilege of serving as a Project Lead for prestigious organizations such as: -Ministry of Education Dubai, -Ministry of Social Affairs Dubai, -Public Portal for EmiratesAirlines, -Ministry of Finance Portal for the Diplomatic -Institute of Qatar, Office 365 Portal for LogicalOutcomes Canada. I firmly believe in following best practices and leveraging my extensive experience to guide organizations in avoiding common pitfalls. Come over and chat to discuss the deliverables and deadline. Rahim
₹37,500 INR in 7 days
4.7
4.7

Hi, I help boutique consultancies like yours turn complex digital workflows into simple, automated, and secure systems—from Microsoft 365/CRM automation to GPT-powered research tools and investor-ready dashboards. Here’s how I’d approach your pipeline in small, milestone-based sprints: Automate CRM + Outlook + SharePoint → Remove manual copy-paste, streamline deal flow (2–3 days prototype). Prototype GPT agents → Private knowledge assistant for research, reports, and memos (within 1 week). Build dashboards with logins → Clean investor + startup views, instant data insights (2–3 weeks). Cyber-security baseline → GDPR compliance checklist + practical safeguards (1 week). Which of these initiatives is your highest immediate priority so I can design a sprint roadmap around it? Let’s connect for a free 15-min discovery chat no obligation, just value. I’ll share a tailored sprint roadmap so you see exactly how we can move fast. Thanks Lav
₹25,000 INR in 7 days
4.7
4.7

As a seasoned professional with an extensive background in creating tailor-made, multifaceted tech solutions, I am extremely confident that partnering with Dlite Info Tech Pvt Ltd would be the perfect fit for your climate-finance consultancy firm. The array of challenges you outlined - the need for streamlined workflows, a deep focus on design encompassing GPTs and dashboards, and robust cyber-security measures - all fall under our well-honed skill sets. By hiring me, you tap into a pool of UI/UX Designing expertise who will automate your CRM systems while ensuring that your existing data flows seamlessly through SharePoint and Outlook without any manual error or delay. In addition to that, we can build lightweight GPT models that would enhance your research and preparation of various reports, draft investor memos, answering internal queries leveraging your private knowledge base without any compromise on security. Our forte also extends to developing login-secured dashboards with insightful data visualizations; fortified by top-of-the-line cyber-security protocols. Overall, Dlite Info Tech will provide you 100% custom solutions guaranteeing security, scalability, and efficiency keeping GDPR requirements at the topmost priority. Let's embark together on this transformative digital journey and achieve new heights as a team!
₹21,500 INR in 7 days
3.6
3.6

I want to emphasize that while my profile may initially seem unrelated to your project, it is my versatility and wealth of technical expertise that will make me an invaluable asset to your expanding consultancy firm. As an all-rounded digital professional, I have developed a strong set of skills in fields such as SEO, internet marketing, and website design; which will come in handy for automating tasks across Microsoft 365 and CRM workflows. Moreover, my experience with Dashboard creation can help ensure that your portfolio company data is presented in a simple yet powerful way for investors. My proficiency in Excel Formulation also enables me to handle and analyze large amounts of data efficiently and securely - a crucial skill for deepening your cyber-security measures. Finally, though not explicitly listed as a requirement, customer support is an integral part of any technology-driven transformation. Drawing on my years of experience in this role, I'm confident I can deliver not only what you've specified but also provide the necessary support throughout your project's lifecycle. Looking forward to discussing this exciting opportunity during our discovery call next week!
₹25,000 INR in 30 days
3.4
3.4

My skills and experience align perfectly with what you're looking for. I understand the importance of streamlining workflow, designing clean dashboards, integrating security measures, and developing a user-friendly website tailored to your boutique global climate-finance consultancy firm’s needs. While I am new to freelancer, I have tons of experience and have done other projects off-site. I’d be happy to discuss your project in more detail! Regards, Marinus Botha
₹18,750 INR in 30 days
0.7
0.7

"I am a perfect fit for your project, with a keen understanding of your need for clean, professional, and seamless technology solutions. I specialize in automating workflows, building AI-driven insights, and designing user-friendly dashboards for data visualization. While I am new to freelancer, I have tons of experience and have done other projects off site. I would love to chat more about your project!" Regards, Hishaam
₹18,750 INR in 30 days
0.0
0.0

I am a perfect fit for your project. I understand the need to streamline Microsoft 365 and CRM workflows, automate tasks seamlessly, create user-friendly dashboards, and enhance cybersecurity. While I am new to freelancer, I have tons of experience and have done other projects off-site. I specialize in developing customized solutions that integrate seamlessly with your existing systems. I have extensive experience in process automation, AI integration, UX/UI design, and cybersecurity best practices. I would love to chat more about your project! Regards, Dan van Zweel
₹18,750 INR in 30 days
0.0
0.0

I’m confident I can deliver exactly what you’re looking for. Streamlining Microsoft 365 and CRM workflows, building GPT agents, designing clean dashboards, and enhancing cyber-security are my expertise. While new to Freelancer, I have extensive experience in similar projects. I would love to chat more about your project! Regards, Megan van der Walt
₹18,750 INR in 30 days
0.0
0.0

Hello, I came across your project for [Data Entry/Typing/VA] and I’m confident I can help. I have strong skills in Microsoft Office, Excel, Google Sheets, Because I've been experienced since 8/9 years,You can give me one chance, I will not disappoint you and accurate typing speed of [55 WPM]. 100% accuracy & attention to detail Quick turnaround time Confidentiality of data guaranteed I can start immediately and am available [6 hours/day]. Let’s connect to discuss further. Regards, Prerna Upadhyay
₹20,000 INR in 7 days
0.0
0.0

"Let’s collaborate and create something amazing together! I think I'd definitely be able to make your ideas a reality. Understanding your need for streamlined workflows and user-friendly dashboards, I can offer expertise in Microsoft 365 integration, GPT prototyping, and dashboard design. Although I am new to Freelancer, I'm not new to design. I’ve already completed numerous successful projects off-platform. I’m ready to bring that same level of creativity and expertise to your vision. Regards, Mark"
₹18,750 INR in 30 days
0.0
0.0

I can help bring your vision to life, if not it's FREE. Streamlining Microsoft 365 and CRM workflows, building lightweight GPT agents, designing clean dashboards for instant data understanding, and tightening cybersecurity are all areas where I excel. While I am new to freelancer, I have tons of experience and have done other projects off-site. I would love to chat more about your project! Regards, Nickii
₹28,150 INR in 30 days
0.0
0.0

"Pay only if you're satisfied." "I fit your project by streamlining Microsoft 365 and CRM workflows, building lightweight GPT agents for insights, creating clean dashboards, automating tasks, and enhancing cyber-security." While I am new to freelancer, I have tons of experience on similar projects. "I would love to chat more about your project! The worst that can happen is you walk away with a free consultation. Regards, Stephany"
₹18,750 INR in 30 days
0.0
0.0

Myself and my partner are having 25+ years of experience in IT Industries. We have UI/UX Expert, FrontEnd & BackEnd Developer, Mobile Apps Developer, DBA, Website Developer, Payment Card Industry expert, testers in our team. We can help in your project as per your requirement. We have developed CRM Application for one of our client and it is deployed as well. last 1 year, we have executed so many projects of Web Application, Mobile App Development (Android and iOS both) and working on 2 international projects as well.
₹25,000 INR in 7 days
0.0
0.0

Webskitters LLC is a national award-winning company recognized for its web development, design, and digital marketing excellence. With 3,000+ successful projects and 7+ years of expertise, Webskitters LLC transforms your vision into high-impact digital reality. Trusted by global brands, built for results. I understand your requirements and can deliver a clean, reliable, and user-focused solution tailored to your needs. I focus on quality, scalability, and timely delivery while keeping communication clear throughout. I am ready to start right away and would be glad to discuss your project in detail to ensure we hit your goals quickly and effectively. Best regards, Atanu.S
₹25,000 INR in 7 days
0.0
0.0

As a website developer with my own online marketplace, American Metal Magazine, I have gained invaluable experience in designing and building user-friendly platforms with robust functionality. I've honed my skills in automating tasks and streamlining workflows through tools like SharePoint and Outlook, which I believe can be instrumental in handling the digital challenges you face, particularly in relation to CRM management. With intelligent algorithms integrated through GPT agents, I can help improve your research and reporting processes, paving the way for data-driven insights. Furthermore, my expertise extends to building custom dashboards that are intuitive and aesthetically pleasing – a critical aspect when offering multiple logins for diverse users. Being conversant with data visualization and UI/UX best practices, I'm confident that I can design a clean interface that resonates with both startups and investors alike, ensuring they have access to their respective informative yet digestible insights.
₹25,000 INR in 7 days
0.0
0.0

I am an experienced Python and Django developer with strong skills in automation, REST APIs, and data visualization. I can streamline your CRM, SharePoint, and Outlook workflows, build clean dashboards with separate logins, and integrate GPT-based tools for insights. I also focus on security and GDPR compliance, ensuring your systems are scalable, reliable, and user-friendly.
₹13,000 INR in 7 days
0.0
0.0

Hello, I work with growing firms like yours to simplify workflows, build custom digital tools, and keep data secure while scaling. From automating Microsoft 365 + CRM processes to building lightweight GPT agents for research and drafting, I’ve delivered practical solutions that save teams hours every week. I also design dashboards with clean UI/UX, role-based logins, and clear data visualizations so startups and investors get instant insights. My Approach: I’d start with a short discovery session to map your priorities, then break the work into small, milestone-based sprints. That way, you see value early—whether it’s automating CRM/Outlook handoffs, prototyping GPTs on your private knowledge base, or tightening security. Each sprint is documented, and knowledge transfer is built in so your team stays in control. Skills: Microsoft 365 (Power Automate, SharePoint, Outlook, Teams) CRM workflow optimization & custom integrations GPT/LLM agents for research + reporting Dashboard development (UI/UX, role-based access) Cybersecurity & GDPR-aligned practices Full-stack web development (if needed) Happy to share examples of similar projects and walk you through an action plan. Let’s set up that discovery call next week. Best regards, Sanyukta
₹35,000 INR in 7 days
0.0
0.0

I have more than fifteen years of solid experience in SharePoint, including SharePoint Online development and architecture + solid experience in customizing SharePoint forms using Power apps and building Power Automate Flow. I have worked on 50++ projects for customers around the world. These projects include building SharePoint sites/lists/libraries, building business processes using Power Automate Flow, customizing SharePoint lists using Power App, writing Remote Event Receivers, migrating data from SharePoint on-premises to SharePoint Online, migrating data from SharePoint Online to SharePoint Online (same tenant and different tenants), building SPFx web parts, building custom connectors for Power Platform & building Copilot Agents using SharePoint Agents and Copilot Studio. I have also worked on many projects as a SharePoint architecture to set up the SharePoint design, best practices for building the different sites, the policies and setting regarding these sites.
₹25,000 INR in 7 days
0.0
0.0

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