CRM Jobs

Understanding CRM PLATFORM called capsule and how we can maximize it

This task would require migrating and replicate forms from Cognito Forms to the Zoho Forms. We have around 20 online order forms that have been created with Cognito Forms. We are in the process of moving these to Zoho Forms. This initial project is to replicate ONE of these forms into Zoho forms. The form that we would like replicated into Zoho Forms is the following form: Note that the only action needed once a form is filled in is to email a copy of the form data to an email address. Once this initial form is complete and working to satisfaction, we will then ask the winner to perform the same with the remaining forms (each form will be charged to us separately to this initial project)

****Need VPN to access site****Must read all details in description details and make sure understand all files provided and what is being asked before even proposing and claiming understanding*** ***must provide detailed written scope of work (no text) before even asking for the job*** I NEED A 2 WEBSCRAPERS DESIGNED TO GATHER INSURANCE INFORMATION FROM DOT WEBSITE AND A WEBCRAPER TO COLECT B2B LEADS. BOTH STATES DATA CAN BE SCRAPED FROM THIS SITE. JUST SELECT THE STATE AND PUT ANY LETTER LEGAL NAME, SELECT STATE AND HIT "SEARCH" THEN CLICK ON "HTML" FOR THE COMPANY THAT DATA NEEDS TO BE SCRAPED SEE EXCEL FILE FOR DTAT TO BE EXTRACTED AND YOU'LL FIND THE FIELDS REQUIRED. ***SEE EXCEL SHEET FOR REQUIRED FIELDS AND PICS OF SECTION WHERE TO GET THE DATA FROM. CRM M...

Data is the most important thing we possess. Once we obtain the data, it becomes very valuable to others who may not have good intentions. We have built a process in our own firm, then began to teach that process in a camp we started for that purpose. We are 3 years into the camp, 13 into Original company. We need to put it all together, and offer a CRM tailored to that process, and that does not allow anyone else access to our data. To be clear, we do not have to build and find a [process, the process is already there, and the data is already there. We simply refuse to put it into another's hands who may sell it.

Add SMS Automation Integrate SMS/MMS capabilities from Ring Central or Twillio Ensure Send SMS Buttons are available in the Leads, Contacts, and Deals Module linked to the Record being viewed Ensure Logs of SMS sent are being recorded in Zoho in feed as well as under each lead,contact, and deal's record Set up SMS Automation messages similar in flow to the email autoresponders Autopopulate fields such as name, appointment date and time, etc in automated SMS messages as needed. Ensure that number formatting coming from forms is not preventing any SMS from going through adjusting numbers to E.164 formats in forms and zoho as required. Have Opt-in and Unsubscribe capabilities. Minor related functionality and layout modifications as asked. Any work necessary to ensure SMS processes are co...

We are looking for zoho one expert, who can setup books, invoices, expenses, inventory, crm, creator, etc, We prefer working by the hour.

Cloud-based ERP and CRM on the Gold-Diamond Jewellery Industry from Process Oriented Manufacturing to Retail business MFG to D2C

-Classy color combination -Easy & user friendly admin panel -all features to monitor traffic, demographics, SEO -fast loading without lags add payment gateway add Graphics and products Chat bot is required to answers what's app icon so that customers can communicate with my team. SEO Optimisation product api Graphics Design Responsive website to all devices. good design UI to build an inventory management system

I have a need to create several PCF controls in Dynamics 365 CE (customer service and sales). Please reply only if you have experience.

We need someone who is DRIVEN, very communicative, good people skills. We need someone who thinks critically and does more than their tasks lay out. We need someone who comes up with SOLUTIONS to problems. If this is you and you're ready to join a small team at a fast growing company, with LOTS of opportunity for growth, then message me to set up a meeting!

I need technical free lancer consultant for MS Business Central to implement RFQ and HRM module.

Hi there, We have a single email address we send cold emails from. We currently send 50 emails per day but are reaching a rate limit by gmail. We need someone to help us set up email infrastructure to be able to send ~100+ per day from a single email address. We need to be able to send these emails from email sequences. It seems like a simple app/zapier integration would be best for this. Please add "llo9" to your proposal so I know you've read this. Thanks!

I need someone that understands digital marketing to grow a client base through Twitter, Email, Video and setting up automation and sequencing with CRM's.

I started automating my business with Zoho. I'm searching for a Zoho Expert who will work together with me long-term. The first steps are: a) visualizing some CRM Data b) building a platform together with Zoho Creator

When Creating/Updating Lead/Opportunity in Salesforce, it created/updated in smarthseet.

We are currently using Salesforce as a CRM for our business however, we do not believe we are using this to its best potential for our business. We would like a consultant to work with us to understand how best to apply this application.

I need a zoho CRM expert to integrate API with our website forms, it’s built in custom Wordpress, so any one who contact from any page should comes into our CRM We are using free zoho CRM and will be using our own form design. Secondly Add google re-captcha in all forms Need to get it done ASAP

Hello, I need a Wordpress site built. We are a non-profit with relatively simple needs and a small member base. I have a site already and I will need it to have all of the information that it currently has plus additional features. We need the new Wordpress site to have the following features: - ability to add news stories without coding. - ability to add Google Calendars using the iFrame code in Google Calendars - ability to post PDF resources without coding. - integration with so I can create registration forms for events with no coding. - ability to apply third-party Wordpress themes. - ability to sign up for mailing lists with a free open source CRM integrated (I need recommendations on this). The CRM just needs to be able to manage our members, allow members to be placed in "...

We are looking to customize Krayin CRM to fit our distinct CRM needs for 3 different areas of our business. These 3 portals will need to integrate with 3rd party applications like go auto dial (phone dialer), Zoom, Outlook 365, Mautic, Active Campaign, linkedIn, and facebook. Must have demonstrated building applications from scratch and must have a background in laravel, and phone dialing systems. This is an enterprise internal solution that will eventually have over 1000 users on it. Must also customize the menu items to reflect our terminology. The idea is that the user will never have to leave this application to do anything.

I started automating my business with Zoho. I'm searching for a Zoho Expert who will work together with me long-term. The first steps are: a) visualizing some CRM Data b) building a platform together with Zoho Creator

we've a retail pharmacy outlet with just 3 months into the market and plan to operate on many outlets in near USP is huge discounts and delivery we to setup a structure and process automation with help of our ERP(pos) and maybe zoho crm or any other softwares suggested otherwise.

We are a Telephony/IT company that requires tweaking and customization of the Freescout software. Our goal is to have a fully functional Customer Database, a Ticketing system, and Time-Control Reporting. We will begin the Project with PHASE1: CRM Customization and Call Logging. We have the Freescout CRM installed with the following Modules: • Customers Management (CRM) Module • Ticket Number Module • Office Hours Module • Reports Module • Time Tracking Module • Mobile Notifications Module • LDAP Integration Module PHASE 1 1. DELETE/PURGE current Customers Database and Tickets 2. Change field “COMPANY” to field “CUSTOMER” and make it the First Entry Field (Required) 3. Change fields “First Name” and “Last Name&...

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am facing an issue while increasing quantities in PO, please see attached screenshot and confirm. I tried to increase the quantity form 900-956 for line 1

sales commission management software Sales Incentive Designer Compensation Management Commission Plan Performance Motivate Sales Teams Sales Ops Finance Sales

• Good understanding of Siebel UCM & EAI: Oracle Customer Hub, EDQ • Good understanding of Master Data Management concepts • Good understanding of Oracle database concepts and SQL • Configuration in Siebel Tools and Application • Worked on Scripting to perform the required validations • Documented the whole process to handle and to debug the code easily • Good skills of technical aspects of eScripting, Workflows, Application log reading • Should have Strong knowledge of Siebel Data Model / Siebel Architecture, Hands On Knowledge of Open UI • Deep understanding of Oracle Customer Hub o Knowledge of Data Cleansing using EDQ (Enterprise Data Quality), Siebel UCM Interface o Hands on experience and knowledge to make changes to these systems and...

About the job We are looking for salesforce contractor with the below job description. CONTRACTOR MUST NEED COME TO WORK IN CHENNAI OFFICE. Experience - 3-4 Years Contract Period – 3months. Based on the requirement , it might be increased. Job Description Roles and Responsibilities: Should be responsible for the client stand-up schedules, leading the call . Should be responsible for responding to the client emails on priority be it an issue or other ask. Should possess expertise in some of the managed packages or specific domains Should be ready to extend help to freshers and junior resources for their technical doubts. The candidate will be willing to work in company on full time basis and willing to sign agreement. Desired Candidate Profile Hands-on with Salesforce with m...

real estate investor needs a podio setup to hire VA's and managers to organize the workflows

Hello I need: - data base optimisation on HUBSPOT crm (database is existing, new leads have to be intergrated, lists have to be merged) - newsletter template optimisation, automation for non openers, form creation...on MAILCHIMP (template has been created & has to be optimised) - emailing automation with automation on LEMLIST (existing account, first two/3 emails available) - connection between form, mailchimp & lemlist...and the database (next to unsubscribe, new leads from the form..) with ZAPIER (existing account) Brief is ready in french. Job has to be done for aug 22nd mid day. If you are an expert on these tools & ideally if you speak french, we could work together. Thanks!

The existing project is in .NET. Use ERPNext (optional) to replicate the UI of existing ERP and add Dashboards,Data Visualizations and design algorithms for new features in data insights and reporting

I am looking for someone who can build a basic information website which looks and feels amazing, but more importantly is optimised for capturing leads and enquiries from one/two Key words. If you feel you can help, then get in touch. I will need to see your portfolio of work and the success you have had in similar projects. This project is all about capturing inquiries, from this keyword "equitable loan" or "loans" - I need someone who can make this a success. You will need to prove you can do this immediately to me for me to hire you.

Looking for support integrating a Jotform form to my Salesforce account. The form is intended to be used for sales reps to easily capture meeting notes for new and existing accounts in Jotform and have the captured data integrated into out Salesforce. The object to be updated is the account and the event for each account meeting.

I'm looking for a Zoho expert who will help us make our CRM more efficient. Also this person MUST be knowledgable in Zoho Analytics.

We need your expertise and knowledge to help set up Zoho Finance Plus for us and help us migrate our old data from Tally to Zoho Books

Las conversiones que me llegan al CRM no son iguales a las que mide Google Ads. Quisiera ayuda de un experto de habla hispana por favor