Best crm for small financial services firmpekerjaan
â– Tentang kami - Kami mengurus platform crowdfunding global, Airtripp Funding - Untuk tahun ini (2019...Pemilihan terakhir â– Syarat wajib - Tinggal di Malaysia - Fasih bahasa melayu dan bahasa inggeris - Boleh dihubungi serta merta - Boleh mengambil tanggungjawab atas kerja yang diberi - Fasih dan berpengalaman tentang marketing di pasaran Malaysia â– Syarat yang disyorkan - Pernah bekerja di syarikat marketing seperti McCann, FCB Kuala Lumpur dan Isobar Malaysia - Pernah bekerja di syarikat consulting firm seperti Mckinsey dan BCG â– Peralatan/equipment yang diperlukan - PC - Sambungan internet yang STABIL - Akaun Google yang boleh akses Google Document Kami mengucapkan selamat mencuba kepada para pemohon! Sila hubungi kami sekiranya ada pertanyaan!
Real Estate CRM Part 1 - multiple users (Staff 1, Staff 2, Closer 1, Closer 2 and etc) - Manually key in leads generated by staff (user) {Leads will contain multiple screenshots upload} - Submit the leads Part 2 - Closer 1 can login - Will have column like pending, completed, follow up - The pending column item will be reviewed and update the status and action accordingly. If require further action by staff, it will reassigned to the staff> Part 3 - When staff open again, staff will fill up the data required and create necessary docs and upload it back to the system. This update data and assign people will go on repetitively for above tasks. When done, it will move to completed column. Whichever leads not relevant at the moment, will move to follow up...
Saya ingin membuat company brochure saya. Basic content sudah ada. Cuma perlukan layout design dan juga cadangan content. Syarikat saya ialah HR dan consulting boutique consulting firm. Saya suka design yang clean tetapi ceria. Tidak banyak pager, cuma mungkin dalam maximum 5 pages, depan belakang.
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Saya ingin membuat aplikasi Financial Accounting. Saya perlu orang yang sudah terbiasa membuat aplikasi Financial Accounting. Yang menjadi tujuan utama saya adalah kecepatan untuk menghasilkan laporan2 dan fleksibilitas untuk Master Data Chart of Account dalam arti panjang dari Chart of Account bisa dinamis tanpa perlu merubah coding program. Yang saya perlukan adalah : 1. Desain database untuk Financial Accounting (mySQL based) 2. Query untuk menghasilkan laporan yang diinginkan : - Laporan Jurnal - Laporan General Ledger - Laporan Trial Balance - Laporan Balance Sheet - Laporan Profit & Loss
Find me some journals or articles regarding on education and Good Services Tax (GST) or Value Added Tax (VAT) either in Malaysia or overseas. Require to find in English or Malay. Malaysian are encourage to bid my job, others will be in my consideration. Mencari beberapa jurnal atau artikel untuk saya mengenai pendidikan dan Cukai Barangan dan Perkhidmatan (GST) atau Cukai Nilai Tambah (VAT) sama ada di Malaysia atau luar negara. Perlu mencari dalam Bahasa Inggeris atau Bahasa Melayu. Rakyat Malaysia amat digalakkan untuk membida tugasan saya, rakyat asing akan dipertimbangkan.
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The project requires to research the internet and identify "Architects" in Asian Countries including - India, China, Japan, Thailand, Vietnam, Malaysia, South Korea, and the Philippines. The scope requires to collect the contact details o...requires to research the internet and identify "Architects" in Asian Countries including - India, China, Japan, Thailand, Vietnam, Malaysia, South Korea, and the Philippines. The scope requires to collect the contact details of the architects in each firm and compile those details on the attached spreadsheet. The format is CSV. The most important contact is the email address. Final files shall be screened for duplicates. The duration of the project is 5 days or sooner. Payment is due upon completion of the file and when...
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Saya ingin Terjun ke bidang product and services, dgn hal ini saya sudah memulai untuk menjual product saya yaitu luxury bedding set. Berhubung baru buka dan tidak banyak orang yg tau brand image,produk saya apa, dan dimana. saya ingin meminta agar mempromosikan nama toko dan produk saya ke masyarakat seperti jak ut, jak sel, jak bar, dll. Target market saya adalah: ibu rumah tangga. Target to market: school, salon, massage palor etc Strength product: high quality fabric, affortable price. Weakness: no one knows my shop exist.
speed data entry, data processing and audit report, financial report and taxation Melakukan data entry laporan harian dan bulanan, cash and bank report, export and import, inventory control report, data analysis and as a translator english to indonesia,
Hello, I need interactive demo, built in Unity, C#, for scrolling and repeating map of 2D tiles. 1) The map shall be square. The camera must follow main character(let it be represented as simple circle). When the character moves close to the edge of a square, the map shall be wrapped around, so that bottom part goes top, left part goes into right, and so on. The above, I call scroll, repeat map. PM me, if you do not get my description. 2) The map shall have some props, like other circles with various radius. Main character shall not go through the props. The main character shall avoid the props while moving. 3) Moving is done with keyboard.
...a large scope. This role includes voiceover services, editing, SEO writing, and thumbnail creation. - **Voiceover**: I require friendly and conversational voiceovers for my videos, which are often more than 10 minutes long. Ideally, you should have experience in long-form voiceovers with samples to share. - **Video Editing**: Preference will be given to freelancers experienced in crafting documentary-style edits. Efficiency and attention to detail are key. - **SEO Writing and Thumbnail Creation**: Alongside video production, I require assistance in writing SEO-friendly content and generating engaging thumbnails to maximize views. Experienced freelancers, particularly those who have worked on similar YouTube channels, are favored. Passion for producing top-quali...
I'm seeking a proficient SEO professional to significantly improve the search engine rankings of my website. I want a comprehensive focus on multiple sections of the website including the homepage, blog sections, and our product/services pages. - Expected Deliverables: 1. Thorough SEO optimization for homepage 2. Comprehensive improvement for blog section’s SEO 3. Effective SEO strategy for product/services pages The ideal contractor should have proven skills in SEO strategies, familiarity with ranking improvement, and a keen eye for detail. A professional with experience in working with similar sites would be preferred. I'm expecting the project to be richly completed within a month. Send over your bid if you're able...
I'm looking for a talented designer to create an illustrative poster for our company, which specializes in removing snakes from homes and businesses. The poster will primarily be displayed in physical locations, so it needs to be eye-catching, informative, and visually engaging. Key Information: - Company name and logo - Services offered (snake removal) - Contact information - Photos (of snakes and/or successful removals) The poster should have the logo and phone number at the top - 0418633474 Caution - Snakes Have Been Found In This Area. In case of snake sighting: *Call snake catcher and discuss next steps * Attempt to continually watch the snake * Try not to scare the snake so it doesn't attempt to hide. *Alert all staff of the situation. * If a bite oc...
I need a certified lawyer to notarize an incumbency certificate from a company in the British Virgin Islands. The notarization involves printing and certifying the true copy with your name, certification, ...lawyer to notarize an incumbency certificate from a company in the British Virgin Islands. The notarization involves printing and certifying the true copy with your name, certification, and date. Key Requirements: - Notary services for an incumbency certificate - Capable of printing and certifying the true copy - Name, certification, and date insertion Important Information: - Specific deadline for this task - No additional legal services required Please note that the original documents are still with me, and I will provide them to you through the most c...
I'm looking for a professional writer with a strong understanding of business concepts to create a comprehensive business report for me. Key Requirements: - Analyzing financial performance - Evaluating marketing strategies - Assessing operational efficiency Ideal Skills and Experience: - Proven track record in business report writing - Understanding of financial, marketing, and operational concepts - Ability to concisely convey complex information
I'm in need of a freelancer who can help me find new clients for my web development services. Key Tasks: - Generate leads and bring in new clients - Identify and engage with potential customers interested in web development - Maintain and grow our client network Ideal Skills: - Proven track record in client acquisition - Strong understanding of the web development industry - Good communication and relationship-building skills Experience in sales, marketing or a related field is a plus. The ability to leverage existing networks and create new ones will be highly regarded. Please apply if you're confident in your ability to attract clients and help grow my business.
For my online store specializing in custom trailers, I need a web designer experienced in building advanced e-commerce functionality. The main feature desired is that visitors will be able to customize a trailer modularly in 3d with parts colors, sizes tied to services and parts as offered by my business. Possibly webGL or anything applicable to an interactive 3d feature for the customization Key Deliverables: - An e-commerce platform to showcase my custom trailers - Advanced product customization options to enhance user experience Ideal Skills: - E-commerce website design expertise. - Experience in advanced product customization systems. - Familiarity with the automotive or trailer industry is a plus.
Company Overview: is a leading online platform dedicated to providing innovative & effective financial education. Our courses and resources are designed to empower individuals to achieve financial success. Job Summary: We are looking for a versatile and highly organized Digital Marketer to join our team.
I require a competent professional to create a Statement of Advice document covering three core areas - Investment Advice, Retirement Planning Advice, and Debt Management Advice. Key responsibilities: - Developing a comprehensive ...Planning Advice, and Debt Management Advice. Key responsibilities: - Developing a comprehensive advice document targeted at individuals. - Diversifying the advice across investment, retirement planning, and debt management. Ideal Candidate: - Experience in financial advisement. - Exceptional writing and communication skills. - Profound understanding of financial planning and debt management strategies. - Proficiency in creating Word format documents. Deliverable: - A well-structured Word document embodying detailed financial advic...
...online and offline customer inquiries - Provide excellent customer service Basically, we are a realty firm and we managed some vacant residential properties which are available for rents and your tasks are to list these properties on the rental websites as , , and some other rental websites which will be provided to you as work goes on. And once you starts to receive potential/interested tenants for these vacant properties you’re to refer them to there property owners for more information about availabilities and to schedule a tour of the properties. *** The hours for this remote job are flexible and you’re required to work for just a minimum of 3-4 hours daily for 5 days a week and your pay will be issued on a biweekly ...
I'm looking for someone to set up a Shopify account for me. I plan to sell digital products, and I won't be offering any subscription-based services. Your main responsibilities would include: - Creating a user-friendly and engaging Shopify store - Integrating the necessary payment gateways - Implementing a digital product delivery system Your expertise in setting up Shopify accounts, particularly for digital products and knowledge in e-commerce would be crucial to the success of this project. The ideal candidate should also be able to suggest any additional features that would improve user experience and increase sales. Please bid only if you have a history of successful Shopify store setups and can provide examples of your past work.
The primary objective of this project is to construct a potent sales funnel that can effectively surge the volume of leads for my consulting services, specifically tailored to the needs of large corporations. The project will require: - Solid understanding and experience in building successful sales funnels - Proficiency in producing innovative strategies specifically for large corporations - Background knowledge in the consulting services industry - Ability to analyze the market and adjust strategies accordingly for optimal lead generation. A candidate with a strong track record in achieving results in similar projects will be highly valued.
I'm looking for a master plumber to provide comprehensive plumbing services for the finish out of a restaurant commercial space. I need pipe repair, drain cleaning, and water heater installation expertise. I also need someone who can assist with: - Kitchen plumbing setup - Seating area plumbing (if required) - Restroom facilities plumbing To understand the project specifics, you'll need to request plans and discuss details with me. I expect a skilled, experienced commercial plumber who is familiar with the unique requirements of restaurant plumbing. Please bid if you can match these requirements.
I'm in need of a proficient data analyst to perform group comparison analysis on my SPSS file. Key Requirements: - The purpose of this analysis is to compare different groups or variables (two). You'll need to identify the relevant groups and perform T-tests/ANOVA accordingly. - You'll be provided the data in SPSS file format, hence experience and a good understanding of SPSS is a ...accordingly. - You'll be provided the data in SPSS file format, hence experience and a good understanding of SPSS is a must. Ideal Skills and Experience: - Proficiency in SPSS and strong statistical analytical skills. - Experience in conducting T-tests and ANOVA. - Ability to interpret and explain results in a clear and concise manner. Please bid if you have the relevant skills and ex...
...maintaining viewer interest. - Motivational Music: I specifically prefer an Inspirational Cinematic style for the background music. The track should complement the visuals and elevate the overall impact of the reel. - Screenshots: The reel should include screenshots of the Robinhood balance increasing 15-20 times over the 15 days. These screenshots should be a mix of static images and animated graphs, creating a dynamic visual representation of the account's progress. The ideal candidate for this project would have experience in video editing, a creative eye for storytelling, and a strong understanding of how to pair visuals with music for maximum emotional impact. Experience with financial or motivational content creation would be a plus. Please...
...integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a specific set of indicators to include, but I welcome suggestions for impr...
I run a promising non-profit organization in Saskatoon. We are passionately dedicated to youth affairs, mental health and addiction issues, outreach programs, pro-social recreation, and local culture enhancement. We're now seeking a talented Grant Writer who can help us secure sustainable funding. Your main goal will be to help: - Expand our programs and services - Hire staff members - Obtain a building to operate from We primarily serve Saskatoon, so familiarity with local funding opportunities will be an advantage. Ideal skills and experience: - Experience in grant writing, especially in the area of mental health, addiction, and youth outreach programs - Knowledge of Saskatoon's non-profit landscape - Strong research and persuasive writing skills - Ability to work wit...
I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed...and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucia...
...didn't work for me. Since Plaid API didn't work for me I am thinking we will have our own APIs to integrate to any investment banks/ brokers like E*Trade, TD Ameritrade (now part of Schwab(, Vanguard, Fidelity, Robinhood and many more. See Following APIs are needed at high level: - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged, Fees, Sold, Bought positions etc.) for a given account/ institute. We will publish two things: 1) In order to work with us as a broker/ investment what we need at minimum - certification steps 2) APIs for anyone to work
I have been doing online business for more than five years. The 2023 revenue is $4.5 millions. I'm on the hunt for a professional high ticket sales closer with an in-depth understanding of the e-commerce industry. I'm launching an online school focusing on teaching individuals how to build successful multi-million-dollar e-commerce businesses. My target audience is motivated individuals eager to learn the e-commerce ropes and willing to invest in high-level education. Key Responsibilities: - Convert interested prospects into students - Possess persuasive consulting services skills - Foster relationships with potential clients Ideal Skills and Experience: - In-depth knowledge of the e-commerce industry - Proven track record in high ticket sales - Expert...
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I'm looking for an experienced mobile app developer that can create a New Idea hunting app for both iOS and Android. Key Features: - will be discussed to bidders for confidentiality purposes Ideal Skills: - Proficiency in cross-platform mobile app development - Prior experience in developing social networking apps - Strong skills in development, media sharing, and location-based services - A good understanding of user privacy and data protection - Ability to create a sleek, user-friendly interface -Able to communicate with me based on the ideas and put them into reality If you have prior experience in building similar apps and can meet these requirements, I would love to hear from you. Please provide examples of your previous work for considerati...
I need a new website that will serve as a platform for selling products or services. Specifically, I'm looking for a professional who can: I want to be ale to sync this with my other website, ebay store, shopify - Develop a user-friendly website with basic customization on a standard platform - Integrate an online payment system including digital wallets (e.g., PayPal, Apple Pay) Ideal Skills and Experience: - Proficient in e-commerce website development - Experienced in integrating online payment systems, especially digital wallets - Skilled in basic customization on standard platforms, ensuring the website aligns with our brand and user experience expectations. Please provide examples of similar projects you've worked on.
I'm in need of a new logo for our high-end marine and yachting company. The logo should be crafted to represent the following styles: elegant, modern, simple and luxurious. Key Requirements: - The logo must embody elegance and luxury, appealing to a high-end clientele. - It should be modern and simple, avoiding overly complex or cluttered design elements. - For demo purposes, please use "freelancer marine services" as the business name. Once the successful candidate is selected, the business name will be disclosed for the final product. - Please DO NOT use any form of cursive in the logo - Must be able to provide both portrait and landscape format of the logo - Must be able to provide the logo in PNG, SVG and JPG file formats - The colo...
I am looking for someone to help expand my company that provides services. Our target audience is both businesses and individuals. Key Responsibilities: - Research and identify market opportunities - Develop strategies to grow the business - Execute marketing and sales plans - Enhance online presence and engagement The ideal candidate should have experience in the service industry and demonstrate a strong business acumen. Experience in developing online platforms and digital marketing would be a plus.
I'm seeking an experienced Prestashop module developer who can swiftly design a custom module for me. The module must allow for managing pdf invoice templates. Key Features for the Module: - Display invoice number and date - Present an itemized list of products/services - Indicate the total amount - Show correct payment details The job requires in-depth knowledge of Prestashop and familiarity with coding for invoice generation. A history of developing similar modules will be a strong advantage. The project needs to be completed ASAP. The ideal freelancer should be responsible, have excellent communication skills, and be able to deliver the project promptly. Please submit your bid including your relevant experience and how you plan to accom...
I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someone who can hit the ground running.
Need drawings for a 3 season room as posted in the attached file from elevations to layout.
I am seeking a talented Grant Writer to assist in drafting a comprehensive grant proposal for a business grant. Key Responsibilities: - Craft a compelling grant proposal specifically tailored for securing start-up funding from private foundations. - Ensure all grant requirements are met and the proposal is persuasive and well-researched. Ideal Skills and Experience: - Proven track record in successfully obtaining business grants, especially for start-up funding. - Proficiency in understanding the needs of private foundations and tailoring grant proposals accordingly. - Excellent writing and research skills to articulate the business's vision, mission, and financial needs effectively. - Knowledge of the grant application process, including the ability to ...
