Sugar crm send invoice jobs
Hi! Your job 1. Go to a website (url in brief) every day to every other day 2. On that website click a link to open another website. This website is NOT live/active yet. 3. Open the list of names we have (about 30 names) 4. If one of the names from our list is listed on the website then send an email to us (not to the person) 5. Allow us to add names to the list, change where the email is sent, change body of email and when the scraping starts/stops as well as frequency (daily or every other day).
... the GPT then translates this text into a format of our database and based on a matching / scoring algorithm will select the best 10 investors for our set of 2000. The user should be able to go on our website. ask a question leave an email and get an answer with the top 10 list as an email attachment. That person needs to leave his contact details which will be automatically added to our Zoho CRM with a trigger action to setup a call for one of our sales people. Key Project Details: - **Search Function**: The system should allow users to search investors by any criteria they choose. This may include name, industry, and location. Effectively they describe their own company and the system then takes the essential data plus makes intelligent inferences (normal GPT requirement) t...
Hi Matheus, I will rename your receipts for the same price $5 per 100 receipts i.e. 120 receipts per hour at hourly rate of $6. You will receive an automatic request for the milestone payment for this week’s work, and then an invoice on Monday at noon. Best, Duong
...Automation of Zoho Books and Zoho Inventory ● Objective: Establish robust integration between Zoho Books and Zoho Inventory for streamlined financial management. ● Tasks: 1- Chart of Accounts Mapping: Link the chart of accounts in Zoho Books to corresponding inventory items in Zoho Inventory for accurate expense and income tracking. 2- Automation of Sales Invoice Processing: Develop workflows (using Zoho Flow) to automatically record sales invoice details: 2.1- Delivery service costs based on chosen service (integrate shipping carrier accounts if applicable) 2.2- Payment processing fees associated with different platforms (integrate payment gateway accounts) 3- Testing and Validation: Conduct thorough testing to ensure accurate data transfer and successful automation. Wh...
It's a restaurant food delivery app. Back-end admin in laravel and app in flutter. The following issues need to fix: 1. Increase notification volume in admin and notification sound is not happening once admin works in another tab in his system. 2. Invoice printout is not legible. this should be corrected. 3. Create Kitchen token. There will be only 3 fields, Customer name, item ordered & quantity. All this inputs can be taken from invoice.
I'm in need of a seasoned web developer to create a comprehensive social networking platform. Here's a detailed scope of the project: - Core Functionalities: The website should be designed to accommodate various features. These include user registration and profiles, private messaging between users, and invoice generation and payment processing. - Additional Features: The platform will also support image and video uploads, as well as feature a news feed and timeline. The website is intended to serve as a platform for users to post content, interact with one another, and engage in agreements that can be followed up with invoicing for services rendered. Ideal candidates should have a proven track record of developing social networking sites, with a deep understanding o...
I am looking for a qualified web developer to create an e-commerce website for me that supports various payment methods. The website needs to have the following features: 1. Form connected to CRM: - Develop a form for users with fields to enter information. - Configure the form to be connected to the CRM for automatic saving of entered data. 2. User-friendly interface: - Design an intuitive and attractive website interface. - Ensure easy navigation and usability. 3. Integration of payment for services: - Integrate payment systems to allow users to pay for services directly on the website. - Ensure transaction security and user data confidentiality. 4. User account creation: - Implement functionality for users to create personal accounts. - Provide ...
I have to create a CRM in which I extract PDF files via soap
I'm in search of an expert WordPress Web Designer who can seamlessly integrate plugins for payment processing, Google calendar, Zoom meetings, and Xero invoicing. - Key Requirements: - Experience in integrating and customizing plugins on WordPress - The ability to incorporate a payment system capable of credit card processing and invoice generation - Knowledge in linking Google Calendar and Zoom for streamlined scheduling and video conferencing - Experience with Xero invoicing integration to help manage client billing This website is primarily aimed at private customers. Hence, a freelancer with previous experience in dealing with this demographic will be at an advantage. Appropriate knowledge and experience are necessary as we aim to build a site that is both fun...
...I'm in need of an experienced React developer, proficient in user authentication, data visualization, and responsive design, to craft a CRM application. Key requirements: - User Authentication: Create a secure login system to ensure the safety of our customer's data. - Data Visualization: Implement interactive graphs and charts to help us analyze customer interactions and make informed decisions. - Responsive Design: Ensure the application is user-friendly and functional across all devices. In addition, the CRM must integrate seamlessly with a customer support ticket system, allowing us to manage client inquiries efficiently. Your expertise in React and CRM development will be essential to the successful completion of this project. Experience with int...
I need a skilled and experienced programmer with extensive knowledge in JavaScript and HTML/CSS to develop an Outlook for Web application with integrated features. Key Responsibilities: - Develop an application that embeds seamlessly into Outlook for Web and Latest Outlook - The application should integrate Outlook with - Application should provide Email Management and Calendar Integration as well - Preferably experienced in creating sleek interfaces as a clean and minimalist design is intended for this project Ideal Qualifications: - Proficient in JavaScript and HTML/CSS - Previous experience with Microsoft Outlook For Web development - Strong understanding of UI, cross-browser compatibility, general web functions, and standards - Exceptional attention to detail, with an inclinati...
...and configure a CRM system to streamline lead management and improve sales efficiency. ** Collaborate with external vendors, such as photographers and videographers, to produce high-quality visual content for marketing purposes. ** Monitor and analyze marketing metrics to measure the effectiveness of campaigns and identify areas for improvement. *Requirements* ** Proven experience in marketing, preferably in the transportation or luxury service industry. ** Strong understanding of digital marketing strategies and techniques, including SEO, social media marketing, and PPC advertising. ** Excellent communication skills and the ability to create compelling content for various marketing channels. ** Proficiency in using marketing tools and platforms, such as Google Analytics, CRM...
As an entrepreneur keen on embracing technology, I'm in search of an adept software developer to create an intuitive application. This app is intended to utilize LangChain and OpenAI's language model in categorizing PDF files into different groups; namely invoices, HR-contracts, or MOUs and then under go different ways for each document catagory: A. in case of invoice: - extract the data inside invoice (invoice number, date, buyer name, total amount sold, and total due amount) and save them in an Excel file. B. In case of HR-contract: - simply move the file from the existing location to the HR-contract folder. C. In case of MOU: - simply move the MOU from the existing location to the MOU folder. Details: - Your responsibility is to build a desktop applicat...
I'm looking for a highly skilled developer to construct a well-integrated business portal for me, which includes website and apps for both Android and iOS. The portal should be able to efficiently enhance productivity and streamline business processes. Crucial components to be developed include: - Customer Relationship Management (CRM) with key features such as contact management, sales forecasting, and lead management. - Enterprise Resource Planning (ERP) with essential functions such as inventory management, order management, and supply chain management. - Financial and taxation modules. - Human resources and marketing modules. - Service and productivity modules. An ideal person for this job should have: - Proven experience in creating and managing business portals with ...
...Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho applications, this would be a great advantage. Communication: - As for communication, I prefer to use a mix of Email, Phone, and Instant Messaging. You should be comfortable and proficient in using these tools to maintain a smooth and efficient workflow. Ideal Skills and Experience: - Proven experience as a Virtual Assistant in a similar role - Fluent in English and Spanish, both written and verbal - Proficiency with Zoho CRM, Zoho Books, and Zoho Creator - Excellent organizational and time management skills - Strong attention to detail - Excellent...
Estoy buscando un desarrollador de software capacitado que pueda crear un programa MLS inmobiliario con CRM integrado para los agentes inmobiliarios de mi empresa. Es un programa de uso interno, es decir, sólo será utilizado por nuestros agentes inmobiliarios para consultar el inventario de propiedades disponibles y enviarla a los clientes interesados por medio de un link que lleva a una ficha técnica de la propiedad con fotos , video y características. Características clave: - Gestión de propiedades: el programa debería poder gestionar eficientemente un número de propiedades entre 100 y 1000 que podrán ser cargadas, editadas, eliminadas, etc... por el agente inmobiliario desde la app. - Búsqueda avanzada de pr...
Hi, I require data extraction from 358 scanned Portuguese invoices & receipts: date, vendor, amount. Date: in TEXT format ddmmyyyy (29022024) Vendor name: All in UPPER like ADICAO DISTRIB EXPRESS S/A, ADP COMERCIO DE ALIMENTOS LTDA, APS RESTAURANTE & MERCEARIA EIRELI Amount: in TEXT format 12.345.67 Flat rate 2 NZD per 100 invoices/receipts (Portuguese). Ongoing project opportunity. Please start your bid "2NZD" I appreciate you reading my post
As an individual who is anticipating the development of a comprehensive and efficient CRM system, I'm seeking a skilled programmer with extensive experience in Next js and Django. The system needs to bolster my business by facilitating: - Customer Management - Task Management - Reporting and Analysis - Comprehensive Accounting - Inherent Billing Solution It's crucial that the system seamlessly integrates with existing office applications and third-party billing software. Your proficiency in integrating software systems will be a deciding factor in this project. Your inventive approach combined with compatible experience stands a chance to fulfill this task to the optimum.
...homeowners and effectively communicate our value proposition. Set appointments for our acquisition team to further explore potential properties. Maintain accurate records of calls and appointments in our CRM system. Collaborate with team members to optimize strategies and achieve targets. Requirements: Proven experience in cold calling or telesales, preferably in the real estate or related industry. Self-motivated with a strong drive to achieve and exceed targets. Excellent verbal and written communication skills in English. Ability to work independently and as part of a team. Familiarity with CRM software is a plus. Benefits: Competitive salary with performance-based incentives. Opportunity for growth and advancement within the company. Flexible working hours and the op...
I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding of sal...
...Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho applications, this would be a great advantage. Communication: - As for communication, I prefer to use a mix of Email, Phone, and Instant Messaging. You should be comfortable and proficient in using these tools to maintain a smooth and efficient workflow. Ideal Skills and Experience: - Proven experience as a Virtual Assistant in a similar role - Fluent in English and Spanish, both written and verbal - Proficiency with Zoho CRM, Zoho Books, and Zoho Creator - Excellent organizational and time management skills - Strong attention to detail - Excellent...
...Microsoft Dynamics CRM expert to help automate my company's finance and accounting processes within Business Central and improve our Order Entry system built within the CRM. Needs to be local to our business as we require you to be onsite. Specifically, the project will involve: 1. Automating Finance and Accounting: - The ideal freelancer for this job will have a deep understanding of Business Central's financial modules and automated accounting processes. 2. Order Entry Improvement: - Our current Order Entry system within CRM is poorly optimized and requires improving or rebuilding from the ground up. A strong background in CRM-based order management systems is essential. 3. CRM and Business Central Integration: - Cur...
I need a professional who can accurately adjust the entered and shipped dates on an invoice. My requirement is to have these changes reflect in both the summary and detail sections of the invoice. Proficiency in dealing with financial documents, diligence, and an eye for detail will be paramount. Knowledge in accounting software and data entry will be a significant plus. New date should read 03 JUL 23
I'm in need of someone to send invoices to my clients via email. The invoices must contain the following details: - Client name and contact information. - An itemized list of products/services. - Payment terms and due dates. I don't have any specific format or template in mind, so you'll have the creative freedom to design the invoice layout as you wish. Ideal candidates for this job should be detail-oriented, have good communication skills, and be reliable in sending the invoices on time. Previous experience with invoicing or basic accounting would be a valuable asset.
In my invoice i need to add this two lines with CI price and CI price * Qty = CI TOTAL, also i need to make a Doc template called CI Invoice.
I am interested in creating ...interested in creating an Excel VBA macro that will allow me to import PDF invoices into line items and parse them. The objective of this project is to streamline the process of invoice data entry by automating the extraction of key information from incoming PDF invoices, namely Invoice number, Vendor name, Pricelist, and Detail. The successful freelancer for this project should have: - Demonstrated experience in creating VBA macros for Excel - A strong understanding of PDF parsing and data importation - Knowledge of accounting principles is a plus The imported data should ideally be formatted in Excel as: - Each PDF invoice should be translated into a single row - The extracted information should be available in separate columns for ea...
About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 ex...-Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquired about any of our services and set them if they are qualified and interested. -Updating all generated leads and/or appointments into CRM. -Providing EOD report for all activities. Required Skills: - Excellent communication skills. - Experience in using social media for cold outreach is a plus. - English and Arabic&nbs...
I've been experiencing issues with email deliverability when sending to Gmail addresses via my Outlook account. I receive an "SMTP error from remote mail server" each time I attempt a delivery. I handle my SPF and DKIM records directly through my DNS provider. This task requires a skilled professional who can: - Efficiently analyze and diagnose the SMTP error - Assess and adjust SPF and DKIM records if necessary - Rectify email delivery to Gmail addresses from Outlook The optimal freelancer would have significant experience in DNS management, troubleshooting SMTP errors and, fluency with SPF and DKIM configurations. Knowledge of Outlook operations will also be an asset to this project.
...goal is to add unique modules that unlock new capabilities and user experiences. Key modules for development: - A paid add-on SaaS for additional storage space and staffs. Looking forward to a pricing structure of $5 per GB and $2 per staff. - AI characteristics to all modules whereby the system can learn and adapt over time. the AI will help companies and clients to assist with quote and invoice generation, project management, task management, ticket management, template building, requirement building. - Document management module equipped with AI capabilities. This module should allow for collaboration, offer templates, and require approval with an activity log. - A signature module that supports e-signing of documents with a timestamp. - GDPR module to enable sensitive ...
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If ...automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns,...
I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...
I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...
...files weren't mentioned, the ideal candidate would have experience in updating customer, product, and supplier details in D365. - System Integration: You will be connecting D365 with other systems, with a particular emphasis on CRM, ERP, and e-commerce platforms. Ideal Skills: - Proficiency in D365: Experience with Dynamics 365 is crucial for this project, as you'll be working within this system extensively. - API Development: Proven expertise in developing API endpoints is a must. - Systems Integration: Previous experience integrating systems, particularly with CRM, ERP, and e-commerce platforms, will be highly beneficial. - Attention to Detail: Given the nature of this project, a keen eye for detail is essential to ensure the smooth and accurate updating of ...
Hello, We are looking for a Creative Designer to reproduce 3 kit of editable resume (CV) + cover letter templates. It’s to say 3 resume and 3 cover letter in Word and Mac Pages. We will give you 3 de...colors variations): Word (.docx) and iWork Pages (Mac OS) • Cover Letter in A4 and US Letter size (3 colors variations) : Word (.docx) • Totally Print Ready • Easy to edit • Only Free Fonts Used • 300DPI, CMYK Color You would need to sign a contract stating we are the original owner of the designs and permission to use the work for commercial purposes, including sale of template. We will need an invoice from you for the regularization of the payment. Please submit links to portfolio or resume samples. If we are happy with your job, we will ask you ...
...ensure compatibility across all devices and platforms. Visitors should easily find the information they need and be encouraged to take the desired actions, such as contacting us for more information or requesting a quote. Integration of Contact Channels: Contact information, including email, phone, and possibly live chat support, should be readily accessible throughout the website. Integration with CRM systems or lead capture forms may also be required to effectively manage inquiries and leads. Compliance and Security: The website should adhere to best practices for web development, including compliance with relevant regulations such as GDPR. Security measures should be implemented to safeguard user data and maintain the integrity of the site. Deliverables: Fully functional and ...
Converting invoice template from pdf to hostbill
I want to Build an Android app where Shop owner can register and can create invoice and print the invoices through tharmal printer. I need someone who have knowledge on Billing can bid here. Send me complete details what feture you can provide me, Backend on Codeigniter 4
I require an Odoo expert to automate tasks within my business. This involves: - Sales and CRM: A seamless system that streamlines sales and communication with our customer base - WhatsApp Integration: An impressive system that sends and reacts to WhatsApp messages automatically - Email Automation: An efficient system that allows automatic replies, scheduled sending, and manages email campaigns This project demands a good understanding of Odoo and automation techniques, knowledge of WhatsApp and email systems, and a knack for simplifying complex workflows. The objective is to improve efficiency, communication, and customer interaction within the company. Upon customer sign-up, the system would trigger a series of communications via WhatsApp, SMS, and Email throughout their subscri...
I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding of sal...
...customizations done for Perfex CRM and Custom Module Development for Perfex CRM. If you have experience in creating custom modules or customizing core of Perfex CRM, then you'll easily understand requirements. I have a detailed list of features I need developed, I'll share that document with those who are shortlisted for this project. You must mention "Dell" in the proposal in order to be noticed. Here is a brief for List of Features. 1. Invoice Currency Conversion using API and storing conversion rate in the database with date 2. Storing invoice value in base currency that is calculated based on conversion rate in the database so the total revenue is correct. 3. Invoice Custom Field Behavior changing, width of dropdow...
...a proficient business analyst tasked with requirement gathering and analysis of my CRM systems. The key objectives of the role include identifying customer preferences and analyzing market trends through detailed data collection. Potential candidates must have demonstrated experience in the following areas: - Solid understanding and hands-on experience with CRM systems - Proficient in requirement gathering and analysis - Excellent data gathering and interrogation skills - Able to provide insights into market trends - Must offer strategic recommendations on process improvements. Applicants with a knack for turning data findings into actionable insights would be favored. An in-depth understanding of CRM Systems, market trend analysis, and customer preference ide...
Are you a talented app developer with expertise in Bubble and CRM integration? We're looking for someone like you to join our team on a freelance basis and help us bring our vision to life! Project Overview: We're seeking a skilled developer to design and develop an app using Bubble that seamlessly integrates with our CRM system. The app will streamline our processes, improve efficiency, and enhance user experience by providing a user-friendly interface for managing contacts and data. Key Responsibilities: Collaborate with our team to understand our CRM system and business requirements Design and develop a user-friendly app using Bubble that integrates seamlessly with our CRM Implement features for managing contacts, data entry, and reporting Ensur...
I'm seeking a skilled MEAN Stack developer to improve our existing web application. Your tasks will involve multiple areas including: - Modifying existing features for better functionality - Reworking the user interface - Enhancing performance - Refactoring and remediation activities The developer should be proficient in using Git and Azure DevOps, Zoho services (subscriptions, CRM), Firebase and have previous experience with Azure resources. A working knowledge of Agile or Scrum methodologies, unit testing and code coverage is also required. It's important that you have proven experience with both the front and back-end of web development, as this is a full-stack position. While it's not required for this job, experience with e-commerce functionality, social netwo...
...search of a talented developer to create a web-based CRM system for my business. Here's what I need: - The CRM system should be accessible through a web browser. - Its primary function will be sales tracking. I want a solution that will help me monitor and manage sales effectively. I envision the CRM system to perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM...
...involve adding a back office and payment system that will be database-driven. - The system should include user management capabilities, payment processing functionality, and robust sales and customer record tracking. - Specific features for user management include: user registration, login, and profile management. - For the payment system, you'll need to integrate a payment gateway, provide for invoice generation, and ensure that the system maintains comprehensive transaction history tracking. The website is already designed, so your task will be to add the necessary functionality to make it fully operational. Your role will be to ensure that the database is set up properly, the user management features are intuitive and secure, and that the payment system is seamless and...
Project Description: We are seeking an experienced and React.js developer to join our web development project. The main goal is to integrate APIs into a pre-existing template and add specific functionalities for a multi-company business management system. The system must be capable of managing multiple companies under a single platform, allowing administrators to easily switch betwe...translation (only the English version, we will take care of the other languages) Functionality for administrators to switch companies. API URL: template (Already purchased; upon project award, the front-end code will be provided)
I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for cont...The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems and ensuring smooth integration with other platforms. Your expertise will help us streamline our operations and enhance our efficiency. A good communicator and problem-solver wou...
We are looking for a Zoho consultant with expertise in building applications using Zoho Creator. Should understand Zoho CRM functionalities. Please apply only if you have worked with Zoho Creator applications before. The project is to build a few custom functionalities using the Zoho Creator application.
