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    2,000 zoho crm clone jobs found, pricing in USD

    I aim to profoundly enhance our business operations and sales flow specifically concerning our customer relationship management (CRM). I'm seeking a professional who can: - Organize and streamline our CRM process, focusing on promoting efficiency and reducing costs. - Enhance our existing capabilities for customer data tracking and customer support. This will involve reviewing and possibly revamping our current system. The ideal candidate will be deeply experienced in CRM with a solid understand of database systems and customer support platforms. Understanding and experience with the tools or software we currently use will be a huge benefit. I need a problem-solver capable of applying their expertise to our unique requirements and constraints.

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    Hello hello. We are looking for a freelancer or team to help us with Go High Level and Active Campaign. You will need experience in building and mangaing funnels in Go High Level . Also, We need someone who can assist us in setting up/ updating our email automation. The main tasks include creatin...assist us in setting up/ updating our email automation. The main tasks include creating automation workflows, updating emails. The ideal candidate should be able to optimize funnel and email campaigns for maximum conversions. The current website is Also if you know about advertisments FB, Google this is a plus Skills required: - Go High Level - Active Campaign - Marketing Automation - CRM Integration This is a on going position. Looking for long term hire. The budget is per month.

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    ...feature will enhance file management in CRM User Files, Event Files, and General File Uploads, making the deletion process more efficient. ### Deadline - **Submission Deadline:** [Insert Deadline Here] - Late submissions will not be considered. ### Budget - **Fixed Rate:** USD 40 . Estimated completion time is 3 hour for junior engineers and 1.5 hours for senior engineers. - **Payment Release:** Upon satisfactory review by our UI and FT Teams. ### Skills Required - Javascript - ReactJS - TypeScript - Material - Figma ### Feature Enhancement Implement a batch file deletion feature using a single API call to enhance efficiency across multiple pages of our application. ### Expected Behavior Users will be able to select multiple files for deletion across CRM User Files, E...

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    ...e-a86a-86b27ffac5ca). ## Application Requirements Please include the following in your application: 1. Team or individual status. 2. Examples of React and TypeScript projects. 3. GitHub profile link. 4. Experience with Figma. ----------------------------------------------------------------------------------------------------------------- ## Project Overview ### Objective We aim to enhance the CRM user's `shareTemplate` configuration by upgrading `textarea` fields to Froala Editor instances, targeting: 1. Upload Instructions 2. Cover Description 3. Conclusion Description This upgrade seeks to provide a richer text editing experience and ensure consistency with the existing Froala Editor usage across our platform. ### Deadline - **Submission Deadline:** 2024/03/26 08:00 (G...

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    I am seeking a seasoned Odoo developer to help with several functionalities across different modules. This role will involve creating and optimizing features in Sales and CRM, Manufacturing, and Inventory and Warehouse Management. Key Skills: - Proficiency in Odoo development - Strong knowledge of Sales, CRM, Manufacturing, and Inventory modules - Experience with custom module creation and modification Successful applicants are expected to show: - Proven track record in Odoo module deployment - Experience level - Detailed project proposal The core objective of this project is to enhance, optimize, and streamline my business processes. As such, I need someone who can collaborate closely with me to understand my specific business needs and transform them into effective so...

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    I am in need of a skilled PHP developer to enhance various PHP scripts for general tasks. The scripts to be enhanced include Wowonder, a popular social network PHP Larawel script with mobile apps; Riverr, a freelance marketplace; Perfex Open Source CRM; MailWizz, an email marketing platform and Academy LMS. The required tasks: - Feature enhancements of these scripts - Integrating input and output - Deploying these scripts on Amazon AWS - Documenting changes in a PDF file - Testing the final product after deployment Ideal skills and Experiences: - Proficient in PHP and Laravel framework - Experience with the specific scripts mentioned - Strong experience with Amazon AWS - Proven skill in debugging, enhancement and testing - Capability to write clear and comprehensive documentati...

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    CRM Revenue Boost 3 days left
    VERIFIED

    I'm seeking a proficient developer to design an effective and innovative Customer Relationship Management (CRM) system that primarily focuses on boosting revenue. The proposed CRM should majorly integrate analysis and data management tools. - Objective: Increase revenue - CRM Features: Robust analysis and data management tools ideal for growing business. The freelancer should ideally have experience designing CRM systems. Expertise in data analysis tools, understanding of business revenue models and excellent practical experience in configuring and customizing CRM systems would be highly valued for this job. This project will require a unique blend of analytical, technical, and creativity skills, with a flair for creating business-centric solutio...

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    I'm in need of a proficient freelancer experienced in ERPNext and CRM development. While my company's ERP status is uncertain, my primary focus lies in enhancing our Customer Relations Management operations. Since I've not mentioned any specific CRM functionality, I'm open to suggestions for improving this sector. I look forward to hearing proposals that illuminate how your skills and background in CRM and ERPNext can embody my vision. Proficiency in customer support, sales force automation, and customer contact systems would be an advantage.

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    ...comprehensive experience for both the students and the admin. Key Features: * Student profiles with advanced search filters and program comparisons. * University search feature where students can bookmark and shortlist schools. * AI functionalities like auto fill forms and letter generators. * Comprehensive application tracking system, with Task Manager to track missing documents, student status, etc. * CRM for managing clients, lead statuses, and send contracts. * Provision for step-by-step courses, videos, articles, etc, with the ability to lock certain content. * A communication portal encompassing notes, email, and chat. * Document handling capabilities, where students and admin can upload, download and manage documents. * A membership and subscription model, with appropr...

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    CRM specialist to help me migrate from Pipedrive to Hubspot I know Pipedrive offer a free migration, I just need someone to ensure a smooth transition which include install tracking code on our wordpress website, install the hubpost sales add-in, important contact and surely the migration, set up 2 sets of email sequence ( each is 5-7 emails ) and lastly give us 1 hr demo on how to use it

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    I am seeking a skilled professional who can help integrate Salesforce CRM with Skyvia. Key Details: - The integration type needed is CRM integration. - The CRM system to be connected to Skyvia is Salesforce. - The project involves setting up bi-directional data transfer between Salesforce and Skyvia. Ideal Candidate Skills and Experience: - Comprehensive knowledge of Salesforce CRM. - Experience in handling Skyvia integrations. - Familiarity with implementing bi-directional data transfers. - Excellent problem-solving skills. Your job will primarily involve configuring the data flow between these systems and ensuring seamless data exchange. If this sounds like something of your expertise, let's connect!

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    Need someone available to work now. I’m seeking expert help to enhance my Joomla website and address issues with the Joom CRM component. Although the installation didn't fail, some issues have arisen post-installation that need troubleshooting. The perfect fit for this project would have: - Strong experience in Joomla site management and optimization - Proven experience in resolving Joom CRM component-related issues In this role, you'll: - Identify and correct any design inconsistencies - Address error messages to ensure a seamless UX - Troubleshoot the Joom CRM component and resolve any identified issues Clarity, efficiency, and deep Joomla knowledge are key for success in this role.

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    More details: Which type of transport reports would you like to add in the Smart school CRM? fees collection How would you like to incorporate fees collection in the Smart school CRM? Reporting and tracking What specific information would you like the reporting and tracking feature to capture in the Smart school CRM? Student fee payments, Outstanding fees by student

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    The company name is WORKFLOW PANDA I'm looking for a talented graphic designer who can create a logo that will elevate our brand's online presence. There isn't any existing company or brand name to incorporate so you're free to innovate. Prior experience in creating emblems for web-based platforms is a must, showing a clear understanding of how logos appear and engage in digital contexts. Key Skills: - Graphic Design - Creativity - Understanding of digital media Please include the following in your application: - Display of past work, especially logos aimed for an online audience - Detailed project proposals showcasing your thought process and how you approach a design job from start to finish. Your creativity, understanding of digital media, and knack for capturing...

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    I'm seeking an experienced web developer or team to craft a ...leads actively through effective call-to-actions (CTAs) **Design Directions:** - Cohesive aesthetic across all pages - Unique elements on each page to maintain user interest - Reflect brand identity consistently **Technical Expectations:** - Responsive design across devices **CRM Integration:** - Seamless integration with our existing CRM - Contact form submissions directly linked to CRM for immediate follow-up **Preferred Skills:** - Proficiency in web development frameworks - Strong design portfolio - Expertise in CRM integration - Demonstrable SEO knowledge I look forward to collaborating on creating these powerful customer touchpoints. Skills Required. ***Note: Please put your exact ...

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    ...software will be a vital part of this job. I also wish for the software to allow input on each cylinder, such as the type of gas, delivery date, billed status and the total number of cylinders party-wise (e.g., customers, vendors, godown). To add more value to my business, I require the software to offer customer relationship management (CRM) features. Ideal freelancer: - Experience in designing inventory management systems - Knowledge in implementing CRM features - Detailed eye to ensure all necessary data can be inputted - Proven track record in software development If you're looking for an exciting project where you can showcase your skills and help elevate a business's efficiency, please place your bid accordingly....

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    ...personal home tool just like Notion. Our app serves as a powerful solution for businesses, enhancing workflow efficiency and streamlining processes. It's a centralized hub for various functionalities and here’s what it offers: - Dynamic databases (just like on Monday/Notion) - Chat / Channels (just like on Discord) - Automations (just like Zapier) - Emails - Dashboards - AI In summary, our AI-powered CRM, Process, and Project Management System empowers medium to large businesses, revolutionizing teamwork, data handling, and customer interactions. You can easily elevate your business processes with intelligent automation and seamless collaboration! - It should fit in square, so no horizontal / vertical long text "Hypris". - It should be simple - It should ...

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    I'm seeking experienced assistance with HubSpot, particularly to hone in on customer segmentation function within the CRM. Below are my key areas of interest: - Strong acumen in using Hubspot for CRM. - Focus on customer segmentation using existing customer data. - Offering guidance on how to effectively utilize and interpret demographic, behavioral, and transactional data for segmentation purposes. - Ability to streamline the process of setting up form and emails for two websites. Ideal candidates would have copious experience with Hubspot, a solid understanding of customer segmentation strategies, and a knack for optimizing CRM activities. YOU MUST BE ABLE TO HELP TODAY (SUNDAY 24 MARCH)

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    I am in need of an experienced UI Designer tasked with overhauling the user interface of our website, CRM, and mobile app to boost conversion rates. The ideal candidate will understand how to craft an engaging, user-friendly design that simplifies the conversion process. Key responsibilities and experience includes: - Prior experience in UI design for multiple platforms - Knowledge of best practices for conversion rate optimization - Strong command on design software such as Sketch, Figma or similar - Ability to create wireframes, storyboards, user flows, process flows and site maps - Proficiency in designing interfaces that possess high level of interactivity - Demonstrable UI design skills with a strong portfolio Without the target audience and primary purpose information, I exp...

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    As an already satisfied GoHighLevel CRM user, I'm looking to make the most out of its capabilities. The aim of this project is to leverage its functionalities to optimize our lead generation processes. Here's what I need: - Develop an efficient integration plan between GoHighLevel CRM and our business landing page - Creation of a unique, customized contact form for more efficient lead capture - Develop a comprehensive call center management plan - Evaluate and improve leads processing and tracking Ideal Candidate: - A reliable CRM Manager or administrator, notably proficient in GoHighLevel CRM and landing page integration. - Demonstrated experience in CRM lead generation - Skilled in developing and implementing comprehensive call center ma...

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    I'm seeking an expert in Notion platform design, specifically with a deep understanding in team collaboration, project management, marketing planning, CRM, and expense tracking capabilities. This build out must work with the free version of Notion, incorporating features such as a live timer and calendar view. My team, comprising of 1-10 members, requires an all areas inclusive team planner. It's crucial that this solution effectively streamlines team meetings and serves as a robust project management tool. Proficiency in creating a user-friendly interface and optimizing Notion's features for team collaboration and multi-department functionality is key. Anticipating your creative bids.

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    ...Employ your intermediate level Human Resources experience to create a comprehensive list of requirements for my business. This should include existing and future job roles to ensure we are well-staffed and prepared for growth. - Develop comprehensive guides for onboarding new staff, aimed at achieving seamless integration into our team by using video such as loom to give tutorials in how to use CRM and other software we. use. - Establish procedures on how customer service should handle issues, emails, incorporating these into a readily accessible knowledge base. to also create a list of all templates needed from emails, to call scripts and processes Your proficiency in business consulting, combined with a good understanding of human resources, should ideally equip my business...

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    ...need professional guidance on creating custom modules on a self-hosted ERPNext 15. Specifically, I need a tutorial tailored towards the Data Analytics and CRM sections of the software. The custom module should incorporate the following functionalities: - Data visualization - Customer segmentation - Contact communication history For seamless operation, the module should be able to integrate data from the following sources: - ERPNext platform's database - External APIs - CSV/Excel files The ideal freelancer for this task should have a robust understanding of ERPNext software and have experience in module customization. Data analytics and CRM specialization as well as proficiency in integrating diverse data sources will be a significant asset. The ability to clearly e...

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    I require a full-time virtual assistant with an intermediate level of experience to handle several daily tasks. These include: - Email Management: Monitoring and responding to my emails. - Appointment Scheduling: Coordinating schedules and arranging meetings. - Data Entry: Inputting data into CRM software and ensuring accuracy. The ideal candidate should be familiar with CRM software, Booking Koala, and Ring Over. Practical experience with these tools is highly preferred. Attention to detail and efficiency is paramount for this role. We are looking for a virtual assistant to help us by answering calls and emails. You will be receiving calls to obtain estimates with a tool that we provide to obtain estimates of our service. Hours are from 9 am to 6 pm Monday to Friday, Sa...

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    I am in need of an expert who can customize and configure my PipelinePro CRM system. We will primarily focus on enhancing the following areas: - Lead Management - Sales Pipeline Tracking - Email Marketing Automation - Sales Funnel Your core responsibilities will include, but not limited to: - Configuring the CRM system to manage leads efficiently - Setting up the system to track sales pipeline effectively - Implementing email marketing automation for a smooth customer journey - Designing and optimizing our sales funnel The ideal candidate should have rich experience and deep understanding of the PiplinePro platform. Proficiency in lead management, sales pipeline tracking, email marketing automation, and sales funnel is highly desirable. While we didn't provide speci...

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    ...a dynamic workload for a translation services agency in the US. Ideal candidates should be proficient in digital tools like Canva, Zoho CRM, and Campaigns, and must manage a social media presence with posts - that includes Google My Business, Instagram, Facebook, and LinkedIn. Responsibilities will vary, requiring adaptability and a proactive approach to using technology for efficiency and creativity in tasks such as content creation, social media management, and email campaigns. Tasks will increase to weekly Blog writing for WordPress and more as hours will increase after the first few weeks of probation period. Requirements: • Proficiency in ZOHO CRM and ZOHO Campaigns • Skilled in Canva and social media platforms. • Experienced in E...

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    I need an existing cloud-based POS/ERP system as a tool for my team's training and auditing services. This tool must feature: * E-commerce integration * Finance & Accounting integration * Inventory management integration * HRM * CRM Ideally, your previous experiences should involve developing or customizing robust cloud-based POS/ERP systems, and you should have a deep understanding of e-commerce, finance & accounting, and inventory management processes. My team is more than 50 people strong, so the required system must be capable of supporting simultaneous usage by this number of users without compromising speed or functionality.

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    ...performance through a live dashboard, with customizable reporting options. 6. **Order Integration:** Integrate with leading food ordering platforms for streamlined menu management and order fulfillment. 7. **Inventory Management:** Manage inventory efficiently by calculating recipe costs, sending purchase orders, and tracking stock transfers with powerful reporting capabilities. 8. **Integrated CRM:** Maintain a centralized customer database with order history and preferences, enabling targeted marketing campaigns. 9. **Kitchen Display System (KDS):** Improve kitchen workflow and efficiency by synchronizing order placement and fulfillment processes. 10. **Payment Integration:** Ensure secure payment processing by integrating with leading payment gateways worldwide. The deve...

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    B2B Sales - Remote Outreach 1 day left
    VERIFIED

    ...Responsibilities: - Conduct email outreach to potential clients - Respond to inbound sales enquiries (we have warm leads) - Prepare proposals - Arrange and host zoom meetings with potential customers - Co-ordinate customer campaigns and reporting - Keep sales funnel updated Desired Skills and Experience: - Excellent written and spoken English - Prior experience in B2B sales - Familiarity with CRM platforms - Ability to work independently with minimum supervision. - Track record of beating your sales budgets - Experience in Saas or media businesses is desirable The role offers flexible hours and the opportunity to work remotely. Priority will be given to applicants who can book meetings in both Australian and US time zones. Please DM me your resume and specific details of ...

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    We're in search of a specialized Odoo developer to assist with certain features within our system, focusing ...concentrating on aspects such as Customer Name, Product Name, Order Date, description, discount, debit and credit. • Creation of a selection box deriving values from a table record. • The ability to duplicate records from related tables to alternate tables. Requisite skills and Experience: • Proficiency using Odoo Studio. • Familiarity with modules like Sales and Invoicing, Inventory Management, CRM and Leads Management. • Adeptness in developing and implementing selection boxes and database duplicating processes. Applicants should be detail-oriented, have a deep understanding of database structures and show a knack for creating intui...

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    I am seeking a proficient Odoo Studio expert to enhance the functionality of my current setup. This project involves implementing specific features, working predominantly with related one-to-many tables. Key Enhancements: - Implementing a report/subreport feature in our system - Developing a selection box that take values from table fields - Creating a fe...Generating reports on related one-to-many tables - Inclusion of specific fields in the reports, such as: Name, Date, Quantity, Price, Debit/Credit, Balance, Description, etc. This project requires strong skills in Odoo Studio, familiarity with report/subreport systems, data manipulation, and good understanding of one-to-many table relations. Experience in sales management, inventory management, and CRM systems will be highly b...

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    ESP8266 (protect from clone) 1 day left
    VERIFIED

    More details: What is the main purpose of your ESP8266 project? controller unit What type of home automation functions do you want the ESP8266 to perform? What specific features would you like the ESP8266 controller unit to have?

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    De preferat romani Am nevoie sa fac un modul pentru perfex cu inventar si POS ca si smartbill. I'm in need of an experienced developer to make several customizations to a PerfexCRM plugin. The customizations will include: - Integrating a 'modul inventar ca smartbill' - Implementing a POS module Freelancers wishing to take on this job should have significant experience with CRM system customizations, particularly those involving PerfexCRM. Your application should illustrate this experience in clear terms. As part of the customizations, new fields will need to be added—however, the specifics of these will be provided in due course. Thank you for considering this project. I look forward to seeing your application.

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    ...SPANISH THINK BEFORE POSTING I need an experienced developer to create a standalone electronic billing plugin for Perfex CRM, using LibreDTE. The plugin should not be integrated natively with Perfex CRM. Key features should include: - Independent operation: the plugin should function as a standalone component, separate from Perfex CRM, but still able to communicate and exchange data with it. - Electronic billing functionality: the plugin should utilize LibreDTE to its maximum potential for electronic billing, covering all bases of this service. Desirable skills for the job: - Proficiency in plugin development - Familiarity with Perfex CRM and LibreDTE - Strong understanding of electronic billing systems. Please provide examples of relevant work when bid...

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    I require an expert to amplify the encryption level for the flash memory of an ESP8266 chip, used primarily for device control in my project. The primary goal is to achieve a highly secure system to prevent potential device cloning. Required Skills/Experience: - Strong experience in ESP8266 programming - Familiarity with encryption algorithms Job Duties: - Implement a high-level encryption system for ESP8266 flash memory - Confirm encryption's efficacy against cloning attempts - Provide instructions for maintenance and future modifications Please note, due to the proprietary nature of this project, you may be required to sign a Non-Disclosure Agreement (NDA) before detailed discussions commence. I appreciate your understanding. I also value quality and attention to detail over...

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    I'm looking for an API integration specialist who can...seamlessly sync my mobile application's inventory and back-end systems with Zoho's inventory management in real-time. Key requirements for this project: - Strong proficiency in Node.JS is required as it is the primary language used in my mobile application. - The ideal candidate should have extensive experience with API integration, particularly around Zoho. - The ability to handle real-time synchronization of inventory data between Zoho and my mobile application. - Experience with back-end integration tasks is crucial. - It is also essential that you have prior experience or a solid understanding of inventory management systems. I look forward to your bid and learning about your experience with rea...

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    I am in need of essential software development for lead finder with key functionalities for my Python project. Ideally, y...Results by any columns 9. Results in 3 minutes or less 10. Get social data such as number of followers on Instagram, average like count etc New Feature 11. Get review scores for each lead from Yelp, Facebook and Google New Feature 12. Track which leads are actively running paid ads on Facebook/Messenger/Instagram or Yelp New Feature 13. Detect Leads Email Provider Detection - ie Google Apps, Outlook. Zoho etc. New Feature 14. Track which leads are using Facebook Pixel or Google Remarketing 15. Find Worldwide Leads 16. Detect if business website is Mobile Friendly or uses Google Analytics/Schema/Wordpress etc 17. CSV/Excel/PDF/Print Export Options 18. Paymen...

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    We are in urgent need of an on-premise CRM solution specifically designed for sales management. This system should ideally be robust, fully customizable, and capable of dealing with the complex and unique demands of our sales processes. Key Requirements: -Tech Stack: .net core + angular - Specialized in Sales Management: The CRM must have a strong focus on sales management capabilities like tracking leads, closing deals, and managing sales pipelines effectively. - On-Premise Deployment: Due to data security reasons and also for gaining full control over our data and processes, the CRM solution must be an on-premise one. Timeframe: - Immediately: We need this project completed as soon as possible. Urgency is the need of the hour due to our rapidly expanding cus...

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    I'm looking for a Wordpress expert to seamlessly incorporate two key functionalities into my website - Fluent Forms and Fluent CRM. The main aim is efficient and effective customer relationship management. On May 1st I'm launching a directory where I list all IT providers in Switzerland. I have all the providers in an Excel CSV. Before the launch, I would like to send the IT provider a link so that they can check their data and add additional information. As soon as you have done this, your entry is verified and will then be marked separately in the directory. Requirements for the pre-launch IT provider profile verification. - I would like to send the IT provider directly a link to his profile or if he goes via the website he should have the opportunity to enter the co...

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    I need an experienced SAP ABAP CRM coder to assist with customizing existing modules. Specifically, the focus is on Sales, Marketing, and Service modules. Key responsibilities: - Understand and analyze existing SAP CRM Modules - Perform ABAP coding to customize modules as necessary - Test customizations and ensure there are no performance issues Skills and Experience Required: - Strong knowledge and hands-on experience with SAP CRM modules (Sales, Marketing, and Service) - Proven expertise in ABAP coding - Excellent problem-solving skills - Detail-oriented with good documentation skills - Should have adept knowledge of CRM strategies and functionality development

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    ...which content management system (CMS) or other systems are used to power the website. Include details on the version, if possible. Server and Hosting: Uncover the server and hosting service the website uses. Include information about the geographic location of the server, the hosting provider, and any notable security features. CRM Integration: Investigate whether the website is integrated with a Customer Relationship Management (CRM) system, and if so, identify which CRM system it is. Details on the extent and functionality of the integration would also be useful. SEO Optimization: Evaluate the website's SEO optimization. This includes the use of keywords, meta tags, image alt-tags, URL structure, and any integrated SEO tools or plugins. Comment on the site...

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    ...an images and/or screenshots collage for the Nomad Savvy Tech website. You may refer to this website, as to what look and feel we are directly after. Also see attached for example to use as guide. Background: We want to create our version of the images as attached in brief We will need to create images for the following sections: Funnels Websites Membership Site CRM Email Marketing Reporting You can check the website, for reference on where and how the images will be put into collage. Requirements: Use the images/screenshots we have compiled for each of the sections. Use your best judgment on how these images should be showcased. Please use the colours from our colour palette. Images size is 1080 x 1080 px Use images from https://www

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    As an established user of Zoho CRM, I'm seeking an expert to perform new company setup and deliver seamless integration with my existing WhatsApp line. This task requires the ability to automate messages, provide customer service functions, and enable marketing communication, all through WhatsApp integration. Key Requirements: - Demonstrated Zoho CRM experience - Ability to establish message automation, both for individual clients and mass communication - Creation of a holistic customer service experience through WhatsApp - Enable marketing campaigns to be conducted through WhatsApp Potential bidders should have substantial expertise in both Zoho CRM and WhatsApp and be able to deliver a streamlined solution that combines the best features ...

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    I'm in need of a CRM expert to customize a Jetpack CRM system for my service related business. The ideal candidate will have experience in implementing and managing Jetpack CRM systems, with a clear understanding of the services sector. Key tasks: - Setup and customization of the CRM to effectively manage between 1-10 users. - Configure the system to focus on tracking and managing leads. - Setup a sales pipeline for my business to maintain a clear flow of our sales process from the first contact to the point of conversion. Essential skills: - Prior experience with Jetpack CRM - Strong understanding of CRM strategy and sales pipelines - Familiarity with the service industry By the completion of this project, the CRM should be full...

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    I'm in need of highly proficient virtual ...need of highly proficient virtual assistance, ideally with a US accent, to reinforce my customer support team. Key Responsibilities: • Handle incoming client calls and emails • Efficiently resolve inquiries in a professional manner • Update and maintain all customer interactions in our personal Perfex CRM Skills and Experience: • Prior experience in handling customer service calls for a technology industry • Superior oral and written communication abilities • Familiarity with Perfex CRM • Strong problem-solving skills • Excellent administrative capability • Being fluent in English with a US accent. This is an exciting opportunity for someone who enjoys liaising with cus...

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    Caspio CRM Expert needed 16 hours left
    VERIFIED

    ...seeking a highly skilled and experienced Caspio CRM Expert to assist me with optimizing and customizing my Caspio CRM system. As a Caspio CRM Expert, you will be responsible for understanding my business requirements and objectives and tailoring the Caspio CRM solution to meet those needs effectively. Responsibilities: - Analyzing my business processes and workflows to determine CRM requirements. - Customizing and configuring the Caspio CRM system to align with my business processes. - Developing and implementing data management strategies to ensure accurate data capture and storage. - Collaborating with me to integrate Caspio CRM with other systems and applications. - Monitoring system performance and implementing enhancements to optim...

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    I...**Customer Data Management:** - Building up customer profiles with inclusive data about all interactions - Recording order history, to provide an overview of customer orders - Establishing customer communication logs, maintaining a good record of all customer communication The apt freelancer should have proven experience in software development, specifically in inventory systems and CRM applications that manage order operations. An understanding of Order-to-Cash processes and customer relationship management is crucial. Knowledge of programming languages like Python, Java or C# is also important. I seek someone who can create a reliable, secure, and intuitive software solution, offering ease of use to its end-users. The software should be scalable to support futu...

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    I'm looking for a specialist in constructing a DMS software system for my home appliance distribution company. I prefer it to be built using either Odoo or a no-code platform based on the functionalities I have in mind: * Order tracking: I...sales team, and manage distribution activities effectively. * Forecasting Capabilities: The software should allow me to project future sales and distribution patterns. * No-Code Customization: I have a preference for a no-code system for easy customization. * CRM Integration: Some CRM usage is necessary for customer information collection. * Direct work in HCM City. The ideal freelancer should have proven experience with Odoo or no-code platforms, a solid background in DMS software systems, order tracking, inventory management,...

    $7841 (Avg Bid)
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    I'm looking for a specialist in constructing a DMS software system for my home appliance distribution company. I prefer it to be built using either Odoo or a no-code platform based on the functionalities I have in mind: * Order tracking: I want to be ab...the sales team, and manage distribution activities effectively. * Forecasting Capabilities: The software should allow me to project future sales and distribution patterns. * No-Code Customization: I have a preference for a no-code system for easy customization. * CRM Integration: Some CRM usage is necessary for customer information collection. The ideal freelancer should have proven experience with Odoo or no-code platforms, a solid background in DMS software systems, order tracking, inventory management,...

    $8049 (Avg Bid)
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    I'm seeking an expert in telephony and CRM setup to work on a project integrating Zoho CRM and 3CX for fewer than 10 users. The key goal of this integration is to set up 3CX telephony within Zoho CRM. I tried but failed and don't know what I'm doing wrong. Key responsibilities: - Calls are to be looked at via the Zoho CRM telephony function and lookup contacts to show who is calling. Looking for: 1. Jump on a call via Zoom 2. Help me read: 3. Via Zoom guide me or provide support on what I'm setting up wrong. 4. Test solution or help me contact support if needed. This project offers the opportunity to bring significant improvements to our CRM and telephony capabilities. I look forward to engaging with seaso...

    $192 (Avg Bid)
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