Crm edipekerjaan

I am shifting my operations and client management to and require help importing my client data into its database. You'll be gathering this from various sources including, but not limited to social media platforms, my current CRM tool, and email contacts. Key Data to Extract: - Client names - Contact details - Transaction history - Family names - Pet names - Birthdays - Anniversaries - Addresses Ideal Candidate: The ideal candidate will have excellent data management skills, experience with CRM platforms, preferably monday.com. They will require strong attention to detail to ensure the accuracy of the imported data. An understanding of personal data protection principles is crucial. Knowledge in real estate sector will be a definite plus. For items that are not know...

I am seeking a proficient developer to create a module to smoothly integrate services into Perfex CRM. A candidate’s experience with both Zadarma and Perfex CRM will be crucial to ensure a successful development of this module. This project will be the first version and will primarily focus on outdoing calls. Perfex CRM: Callog:

My name is Jerry Jay Hunter, and I'm the driving force behind Job Hunting U, a dynamic company dedicated to transforming job hunting strategies for our clients. We're at a critical point of expansion and are in urgent need of a Direct Messaging and CRM Optimization Expert. Your Mission, Should You Choose to Accept: - Optimize our existing CRM system to manage over 100+ daily messages from platforms such as Instagram, Facebook, LinkedIn, and TikTok efficiently. - Develop and implement a direct messaging strategy using tools like ManyChat or , aimed at increasing our booked leads, scheduled appointments, and ultimately, sales. - Create engaging, conversation-driven messages that convert leads into meetings/appointments across multiple platforms. We Are Looking For S...

I'm seeking a freelancer with exceptional experience in business process automation to help automate my sales process specifically. Here's what I need your assistance with: 1. Data Entry Automation: We have copious amounts of data that require efficient and error-free entry into CRM systems. Your ability to create an automated solution for this would be highly valuable. 2. Invoice Processing: We manage a heavy load of invoices that would significantly benefit from automation. It would involve automating invoice production, tracking, and management. 3. Inventory Management: We require an automated system capable of managing our inventory, updating stock levels, and providing insightful data on demand and supply. 4. Lead Generation and Contact Management: Currently, we&#...

Seeking a Belgian/Dutch native for straightforward warm lead generation. You'll engage with mostly small businesses across various sectors in Belgium and the Netherlands. Tasks just involve discovering interest in acquiring new clients, no salesmanship or appointment-setting required. Ideal candidates possess: - Fluent Belgia...new clients, no salesmanship or appointment-setting required. Ideal candidates possess: - Fluent Belgian language skills - Proven equipment to make clear, quality calls - Previous experience in lead generation - Excellent verbal communication skills - Ability to navigate different industries - An understanding of the small business landscape in Belgium/Netherlands You will receive a Salesforce (CRM) login and can make the calls using our phone number...

...campaigns, social media, and other prospecting methods. - Tailor messages to address specific needs and pain points of potential customers. - Qualify leads based on predefined criteria to ensure they meet the company's ideal customer profile. - Working experience with prospecting tools such as Apollo, LinkedIn Sales Navigator, etc., and CRM platforms – HubSpot, Pipedrive, Zoho, etc will be a huge advantage. - Keep customer relationship management (CRM) systems updated with accurate and detailed information about leads and interactions. The perfect candidate will have: - 3 or more years of experience in Medical equipment sales and dealing with USA-based clients. - Excellent communication skills, with the ability to efficiently relay product information to ...

In need of a seasoned expert specializing in Pipedrive CRM, particularly in customization and reporting features. Specific tasks will be: - Reconfiguring our system to include custom fields and data structures - Establishing robust dashboarding and reporting templates - Troubleshooting and resolving issues with generating accurate reports The above tasks will ultimately help our team of 5 leverage Pipedrive CRM more effectively. Candidates with a strong background in Pipedrive CRM customization and reporting, as well as problem-solving skills, are greatly encouraged to apply.

We are looking for very well organized & an ambitious self-driven Business Account Manager who can bring new clients and vendors to our US Staffing firm. <<<<<< Your success measure would be the successful on-boarding ...be the successful on-boarding of organizations every month & min 4 new clients to be added every month >>>> Key Responsibilities: - Establishment and maintenance of strong, productive client relationships - Identification and pursuit of fresh business opportunities Ideal Skills and Experience: - Proven record in effective client development - Experience with Customer Relationship Management (CRM) software - Strong interpersonal skills and a knack for identifying potential business opportunities - Experience managing small...

This task involves the posting of a remote Customer Service Representative (CSR) job in the USA, and the extraction of detailed candidate information from the CareerBuilder database. Key Responsibilities: - Create and post a remote CSR job listing in the USA. - Access the CareerBuilder resume database and extract candidate prof...collect as many resumes as possible, evoking a target of 5000 or more. Ideal Skills and Experience: - Proficiency in searching databases, with previous experience on CareerBuilder platform. - Expertise in job posting and extraction of accurate candidate details. - Experience in HR/recruitment based tasks. Must-Have Qualifications for CSR candidates: - Knowledge of Customer Relationship Management (CRM) software. - Bilingual skills. - Strong communicati...

This task involves the posting of a remote Customer Service Representative (CSR) job in the USA, and the extraction of detailed candidate information from the CareerBuilder database. Key Responsibilities: - Create and post a remote CSR job listing in the USA. - Access the CareerBuilder resume database and extract candidate prof...collect as many resumes as possible, evoking a target of 5000 or more. Ideal Skills and Experience: - Proficiency in searching databases, with previous experience on CareerBuilder platform. - Expertise in job posting and extraction of accurate candidate details. - Experience in HR/recruitment based tasks. Must-Have Qualifications for CSR candidates: - Knowledge of Customer Relationship Management (CRM) software. - Bilingual skills. - Strong communicati...

I need an expert in Dynamics 365 who will customize the customer service component by creating a customer portal. The portal should entail pre-defined, customized forms that our customers will fill out based on a project that they are eligible for. The ideal freelancer for this project has: - A fluent understanding of Dynamics 365 components, particularly customer service -...customize the customer service component by creating a customer portal. The portal should entail pre-defined, customized forms that our customers will fill out based on a project that they are eligible for. The ideal freelancer for this project has: - A fluent understanding of Dynamics 365 components, particularly customer service - A sound understanding of user registration, account management, and CRM under D...

MUST KNOW HEBREW! ANSWER WITH "I KNOW HE...schedule, coordinating meetings and correspondence. - Research and information gathering: dig out relevant data and data interpretation. - Task execution: complete forms and documents for clients, prepare to-do lists, follow-up with clients.. Furthermore, solid communication skills are paramount, as the assistant would have to communicate via Email, Phone calls, Instant messaging, Zoom, and our CRM platform. When attending Zoom calls, I will need the assistant to multitask by: - Taking meticulous notes and identifying actionable items for follow-ups. - Assisting clients and me in filling up forms. An experienced assistant with impressive organizational skills and ability to function in a bilingual setting would be considered ideal...

...outreach efforts and providing essential support with various administrative tasks. You'll be responsible for reaching out to leads within our CRM system, nurturing relationships, and scheduling appointments. Additionally, you'll handle daily executive assistant duties such as posting content, scheduling meetings, and assisting with client intake processes. Key Responsibilities: Utilize our CRM system to identify and reach out to leads through email, phone calls, and other communication channels. Follow up with leads to schedule appointments, demos, or consultations for our sales team. Maintain accurate records of lead interactions and appointments within the CRM. Assist in managing the executive's calendar by scheduling meetings, appointments, and ...

I require development of an Android-centric software that provides an automatic WhatsApp and text messaging service after a call ends. Ideal candidat...candidates for this project will have: - In-depth knowledge of Android software development - Expertise in WhatsApp and SMS API integration - Strong grasp of automation features While the software's primary feature revolves around sending messages post-call, I would appreciate any recommendations on additional, useful automation features. Please note, the software doesn't need integration with a CRM or contact management system; however, if this could potentially enhance the software, I'm open to discussion. Experience in a similar domain would be beneficial. Clear and consistent communication is key in this proje...

I need a freelancer with advanced knowledge and proficiency in Contact 7 for some important modifications. The task involves adjusting our existing Contact Us script. Specifically, I require: - Ability to hide certain details before emails are forwarded to other people - Masking of both phone number and email address fields. Your experience in CRM integration will be an added advantage for a smooth and efficient process. Please, only programmers with relevant experience and who can deliver this project on an ASAP timeline should apply.

I'm looking to develop a new Magento store and require ERP integration for efficient order management and CRM functionalities. I am currently undecided on the choice of ERP system and would love recommendations. What I require: - The expertise in Magento to design and set up a new online store from scratch. - ERP system integration with the Magento store. Knowledge in SAP, Oracle, or MS Dynamics is highly advantageous, but I'm equally open to other feasible suggestions. - A keen understanding of order management and CRM to customise the ERP system to my specific needs. I also need to be able to connect to 3-4 suppliers via FTP/API do pull their products from their system to mine. It should be able to track current stock levels, pull descriptions and photos, etc....

I'm looking for a freelancer to develop a custom-built CRM system for use by my team of 11-200 users. The CRM should include contact management, sales pipeline, and reporting and analytics features with integrated docu sign I'm seeking a skilled developer who can create this customized platform from scratch, so it meets our specific requirements. If you possess the necessary expertise and can provide a high quality finished product that is easy-to-use, I'd love to hear from you.

...focus on achieving objectives. Possess proficiency in deductive reasoning and critical thinking. Exhibit strong writing abilities for effective information synthesis. Maintain a clear separation between personal and professional matters. Dedicate yourself to work schedules and responsibilities. Boast bilingual proficiency in English and Spanish. Show evidence of experience in contact management and CRM systems. Display a passion for relationship-building and networking. This role offers an opportunity to advance our administrative and social media strategies, ensuring top-tier client care and a thriving online presence. If you're psychologically minded, tech-savvy, diligent, and a critical thinker, please apply. Join us in our mission to make a profound impact on the world ...

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I need someone with experience in amazon lambda and able to make an integration in 24 hours.. The workflow is the following: External app (a payment gateway) will send a webhook to a lambda function with a transaction data, and this transaction needs to be integrated with a CRM (I provide all the documentation of the API in the attached document)

...creating a a tailor-made Pipedrive CRM and chatbot to further optimize patient interaction within my dental clinic. The goal is multi-pronged: facilitate real-time answering of FAQs and make accurate treatment recommendations, utilizing both preset responses and natural language processing. Pivotal Aspects: - The chatbot's design must facilitate seamless handling of two main tasks: answering FAQs and recommending treatments. - It should provide answers using a combination of pre-defined responses and natural language processing. - Expect robust interaction with Pipedrive CRM, specifically in the domain of data analysis and reporting. Ideal Skills: - Competency in chatbot creation and natural language processing. - Previous experience with Pipedrive CRM. - De...

...personalizada, con un enfoque en la optimización del sitio web, contenido relevante, publicidad digital y colaboraciones con agentes inmobiliarios. Implementación de tácticas específicas para aumentar la visibilidad de nuestra marca y atraer a clientes potenciales calificados. Configuración y puesta en marcha de un sistema eficiente de seguimiento y gestión de leads, preferiblemente utilizando un CRM especializado en bienes raíces. Presupuesto y Cronograma: Estamos dispuestos a negociar el presupuesto en función de la experiencia y las habilidades del freelancer o agencia seleccionada. El proyecto deberá completarse dentro de un plazo razonable, preferiblemente con entregas parciales y revisiones periódicas...

Job Description: We are seeking a skilled Front-End Developer with expertise in React.js to join our dynamic team. The ideal candidate will have experience with Zoho and Stripe integrations for recurring subscription payments. You will be responsible for creating stunning landing pages that allow for dynamic content creation, including testimonials, FAQs, blogs, announcements, and more. Additionally, you will implement features to enable users to manage their subscriptions and view their invoices seamlessly. Responsibilities: Develop responsive and intuitive user interfaces using React.js. Integrate Zoho and Stripe for recurring subscription payments. Create visually appealing landing pages with dynamic content creation capabilities. Implement features to allow users to manage subscripti...

As the proprietor of this project, I'm requiring the professional assistance of a skilled web developer. I need to build a web application integrating two APIs - a CRM API and our own API via Node.js. This is expected to be a short-term project lasting one to two weeks. The scope of the job includes: - Building robust API interfaces - Ensuring seamless integration of both APIs - Debugging and resolving any issues that arise during the development process The ideal candidate should have strong experience in Node.js and RESTful API integration, with a proven track record of similar work. A good understanding of CRM systems is advantageous. The successful freelancer needs to have keen attention to detail and the ability to deliver within a tight deadline.

I need a reliable instagram manager to come in and run my personal brand account. Duties will include - answering DM’s - treating the DM’s as a crm system by keeping tabs and messaging old leads to push them To convert. - create short reels with trending music to generate interest (will train) Must be motivated and eager to make money

I'm looking for a skilled freelancer to establish and configure a FreePBX telephone system with the following features: - Call Record...voicemail boxes that are easy to access and manage. - Call Forwarding: Enable seamless call forwarding to ensure no call goes unanswered. I am anticipating fewer than 10 extensions for my organization at this moment. Key Skills: - Extensive experience with FreePBX systems and VOIP technology. - Capability to deliver a secure and user-friendly setup. - Strong understanding of potential integrations (CRM or ERP) is a plus though not immediately required. Please highlight your experience with FreePBX in your proposal. I am looking for someone to get this done efficiently and reliably, with the ability to offer some basic training on system usa...

I require a proficient developer who can construct a streamlined content management system. This project should be viable for completion within a month. VERY IMPORTANT: I absolutely need the freelancer to speak : Table for storing information about system users. User ID Name Last name Email Role (administrator, evaluator, regular user, etc.) Practices: Table to store practices . Practice ID Title Description Date of creation Status (pending, under evaluation, completed, etc.) Creator user ID Documents: Table to store uploaded documents for each practice. Document ID Associated practice ID Document name Document type Deadlines: Table to store the deadlines i. Deadline ID Due date Description Associated practice ID Evaluations: Table for storing practice evaluations. Evaluation ID...

...refinement of pricing strategies and sales performance for informed future quoting. Stock Matching: An API integration with our warehouse management system for matching stock availability with email requests is crucial. This feature is expected to evolve to include automated responses to quotes, requiring a solid foundation in automation and software integration. Future Expansion: Incorporating CRM features for user and task management, alongside order management functionalities that can integrate with our existing warehouse and shipping systems to efficiently update clients on their shipments, leveraging our current systems for smooth integration. Candidate Requirements: Demonstrated experience in software development, with a focus on email data processing, data scraping, an...

I am in need of a highly skilled and experienced Excel expert who can construct a CRM system in Excel to manage my sales data that's tailored to my specific needs. This CRM system should be able to conduct the following tasks: - Capture and manage all sales data. - Track follow-ups effectively, ensuring no opportunity is missed. - Generate reports and analytics based on this data to aide in decision making, including but not limited to, sales trends and future projections.

This project aims to develop a comprehensive Customer Relationship Management (CRM) system designed to streamline and enhance the operational efficiency of sales, marketing, inventory management, data administration, security management, and integration with various platforms. The CRM will serve as a central platform to foster better customer relationships, improve sales outcomes, automate marketing processes, manage inventory effectively, and ensure robust data security and administration. This CRM is designed for an institute that specializes in aviation industry training. Kindly, read the attached PDF before bidding.

I am writing a PHP script to get status of an account. That is if an account (student) is settled or not. Zoho CRM stores students details. I have the Credentials ready. I need assistance in Authentication and calling the record to return a status. I require a about 2 hours of assistance.

...orientation. - CRM System Integration: This will give us the ability to manage our interaction with current and potential customers. - Payment Gateway Integration: To facilitate in-site transactions between us and our valued clients. - Social Media Integration: This will help increase our visibility, improve our SEO ranking, and allow for more user engagement. The website will target individual consumers, small businesses, and large corporations so it should be intuitive and user-friendly for a wide range of users. Ideal candidates should have previously worked on similar projects and should be able to share a solid portfolio showcasing their work. They should have a keen eye for detail, an aesthetic design sense, and an understanding of UX principles. Proficiency in C...

...around the world. As we continue our international expansion, we are seeking a highly motivated and skilled Website Tracking Agent to join our team. Job Summary: We are seeking a contract-based CRM Market Researcher to support the registration, KYC verification, and management of client accounts on our CRM tracking product. The successful candidate will be detail-oriented, organized, and possess excellent communication skills. They must be comfortable working with confidential information and have a strong understanding of KYC compliance regulations. Key Responsibilities: Registering clients on our CRM tracking product using the credentials provided by the company. Conducting KYC verification for clients using their own information and ensuring compliance with all...

For our enterprise SaaS system, we need an experienced analyst/CRM specialist proficient in Salesforce, HubSpot, or similar platforms. Our focus is on customer data integration and setting up optimal data structures and workflows. A successful candidate must demonstrate: - Experience with diverse CRM platforms. - Expertise in customer data integration. - Experience in establishing efficient data structures and workflows. - Ability to train and support a medium-scale user base. There will be multiple projects on an ongoing basis and may require you to attend online meetings once every few days, so please let us know if you have availability during the day. Must be U.S. resident and at least permanent resident. Some project will require background checks. We have a separate...

...and keeps reloading and then the page gets an error "Can't Open this page'. This seems happens on all pages to some degree eg the Home page. You notice it more when scrolling the page and watch it for a few minutes. These issues are predominantly evident (NOT always) on pages with more popups (click to activate) that have Clixlo Forms embeded in them (Clixlo is a white label of Go High Level CRM and the Web App is Lead Connector). For this project, I'm seeking someone with the following skills: - Proficiency in WordPress coding - Expertise in locating and fixing coding issues - Experience debugging issues identified in console warnings Overall, my objective is to improve my website's loading on all devices mainly on mobile. Improve performance and ...

...Profiles for authors that users can visit, containing information about the author and their published works. - Reader Reviews: A feature that allows readers to leave reviews and ratings on books they've read. - Dynamic CRM Client Dashboard: A functional, user-friendly dashboard for clients to track activities and engagements. - Book Royalty Calculator: A feature for calculating book royalties accurately. Ideal skills and experience: - Proven experience in web development, preferably with similar platforms. - Proficiency in modern design aesthetics. - Familiarity with CRM systems and customer journey mapping. - Excellent understanding of user engagement and experience. - Experience in integrating calculation tools. This project requires a specialist who can deliver ...

We are looking to pull all information from all major ecommerce marketplaces' dashboards into one dashboard. We are a Dropshipping agency: We offer to setup and manage e-commerce businesses for our clients. So fear each client we want them to have their own dashboard where they will be able to see information that is already on the marketplaces we sold on' dashboard all accumulated into one dashboard. Example amazon $10k Sales, Walmart $10k Sales, TikTok Shop $10k Sales etc on our dashboard it should say $30k in sales.... We will also want a basic profile section where customer can setup their account profile like personal info (name, phone number, email etc), Business Information (Business name. Formation docs upload, EIN number etc) and Credit information (credit card info an...

...competent developer to aid me in integrating several platforms in my day-to-day operations. The primary task revolves around syncing my CRM (Ontraport) and my LMS (Talent LMS) while also integrating Stripe for reliable payment solutions. Key aspects the developer should focus on include: * User data transfer between Ontraport and Talent LMS * User course progress synchronization between both platforms. * Successful API integration for seamless data transfer On the payment side, I envision two functionalities: * Setting up recurring subscriptions via Stripe * Deactivating users on payment failure in Ontraport Those who possess exceptional skills in CRM & LMS integrations alongside a strong track record in Stripe integration will be the best fit for this project. So...

I'm seeking a skilled web developer to create a robust, web-based business management software for my small company. This software should incorporate a variety of functionalities including: - Customer Relationship Management (CRM) - Financial reporting capabilities - Booking management system - Task assigner/tracker - Invoicing system The style of the platform should be modern and minimalistic, focusing on user-friendliness and clear navigation. Prior experience building similar platforms would be highly beneficial. Strong understanding of CRM and financial reporting software development is particularly important. The ideal candidate should have a keen eye for simple, efficient systems and be in-tune with the needs of a small-scale business.

...- Additional modules integration: Must be knowledgeable in adding and integrating necessary modules to enhance productivity. - Workflow customization: Customizing workflow to streamline and automate tasks. - Custom modules development: Developing specific modules to cater to our unique operations. The specific features that I’d like to be added or modified include Product Management, Sales and CRM, and Accounting and Finance. Additionally, enhancements are required in the Sales Process Workflow, Purchase Process Workflows, Inventory Management, and Imports of Goods and Supply Chain Management. The ideal freelancer will have extensive experience in Odoo Community version, including knowledge of its various modules, and ultimately be able to mold it into an efficient system...

Studio dottori commercialisti ricerca junior mkt che sia in grado di implementare tutta la macchina da mkt partendo dalla profilazione sui social alla predisposizione dei contenuti alla manutenzione del sito alla manutenzione del CRM alla predisposizione di strumenti come i webinar newsletter podcast ecc. Verrà affiancato da web agency nel momento in cui si voglia realizzare delle campagne social o eventi digitali di una certa consistenza. Il lavoro sarà da remoto e verrà assegnata una postazione fissa per il collaboratore tempi per concludere la prima fase del progetto 6 mesi poi si potrebbe pensare ad una collaborazione continua.

As an entrepreneur, I am in need of a robust CRM built on MERN stack. The CRM must include some essential features: - Contact Management - Lead Tracking - Task Management Believing in synchronisation and proper management, I desire the CRM to be integrated with Google Calendar and MailChimp. I am particularly specific about the User Interface of the CRM. Ideally, it should be clean and minimalist, ensuring easy navigation and understanding. To deliver this project efficiently, I believe hands-on experience with MERN stack, familiarity with Google Calendar and MailChimp integration, and good UX/UI design skills are crucial. A portfolio showcasing similar projects would be fantastic.

1. Se requiere una solución, no necesariamente un sistema. Se busca alternativas que puedan funcionar adecuadamente como por ejemplo una adaptación de un sistema grande ya existente en un rubro similar y agregar las funcionalidades mapeadas en este requerimiento. Otra alternativa es utilizar un ERP o CRM ya existente y adaptarlo. También se puede usar Power BI para emitir reportes de las funcionalidades solicitadas a través de una interfaz (ingreso de información con la ayuda de alguna otra herramienta). Finalmente, también se puede usar Excel a un nivel avanzado, he visto que se realizan interfaces en Excel como si fuera un sistema. Estas son algunas de las ideas/alternativas a las que me refiero, ya queda en su criterio indicar estas alter...

We are looking for a proficient Zoho developer to assist us integrating Zoho with Akiles via API. Key tasks & responsibilities: - Integration of our Zoho CRM with Akiles From Zoho I have to be able to communicate with Akiles API and: - Create an User - Give access to specific location for a period of time. You need to create an interface where an user can login and can press a button to open the door assigned in Akiles. Required Skills & Experience: - Proficiency in Zoho CRM - Experience integrating Zoho with other platforms. - Knowledge of Akiles platform. This role is not just about skills but timing as well, therefore we require someone who can accomplish these tasks within a strict 30-35 days timeframe.

...timely maintenance of all listed resources, update plugins, monitor settings, etc. - Identify and prevent errors in settings and/or functionality of services in advance - Fix main menu on the website, add/remove buttons - Add/remove a block on an existing page. The page itself can be made using HTML or a designer (Wp-Backery or Elementor) - Set up contact form integration with Google Sheet, Kommo CRM, MailChimp, Gmail, etc. - Fix page displaying - Upload materials to the website, correct the page content, adapt the mobile/desktop version - Transfer a page from Wp-Bakery to Elementor or vice versa and so on. If you're easy, fast, and fun to figure out any unexpected technical tasks and challenges - you're the one we're looking for We are looking for an expert for ...

I'm seeking a seasoned Reactjs developer to create a robust Cloud-Base Travel CRM. The CRM should simplify the management of various aspects of a travel and tour business. Key Features: 1. **Customer Management:** Build profiles, track booking history, maintain customer communication logs. 2. **Booking Management:** Versatile enough to handle the complexities associated with travel and tour bookings. 3. **Itinerary Management:** Aid in planning and scheduling trips. 4. **Sales, Accounts, and Operations Management:** Facilitate fluid handling of financial and operational affairs. 5. **Marketing Management:** Provide capabilities to manage and track marketing efforts effectively. 6. **Company Email & Whatapp api Integration:** Seamless integration with communication c...

I am actively seeking a D365 CRM consultant/developer with a proven track record in configuring and customizing the Sales and Marketing modules of Dynamics 365 CRM software. I strongly prefer individuals or teams who have: - Specific expertise in D365's Sales and Marketing modules - Past work to showcase their capabilities and insights, preferably in similar projects or industries - Ability to leverage Power BI You will be taking over a platform used as a membership database for an organisation with 30 employees and 10000 members. The work would include support when needed as well as developing new features when requested

...profiles. - View employee roles, contact details, and other pertinent information. 5. Project Management Screen: - Create new projects and view details of ongoing or completed projects. - Assign employees, supervisors, and managers to projects, set start and end dates, and monitor progress. - Overview of project health, including time and resource allocation. 6. Client Management Screen (for CRM): - Store and manage client information, including contact details and communication history. - Track interactions, projects undertaken, and client feedback. - Add/Edit opportunities, rumours along with the likelihood of award and likelihood it is award to us. - Integration with project management for billing and project status updates. 7. Employee Time Off and Leave Mana...

We are seeking cold call appointment setters for our USA Home Improvement & Solar Campaign. Our focus is on reaching out to Homeowners in th...reduce their electric bill and make their home more energy efficient. We are in need of dedicated cold call appointment setters team to join our us for long-term. **Requirements:** - Proven experience in telesales, call center, or BPO setting. - Excellent communication and interpersonal skills. - Ability to work US business hours. - Reliable internet connection and a quiet workspace. - Knowledge of CRM software and telephone systems. - Ability to handle rejection and maintain a positive attitude. Compensation is hourly pay plus and will also include performance based incentives. We appreciate your interest and look forward to hearing ...

I need a proficient freelancer to design a CRM platform that will adeptly handle contact management, sales pipeline tracking, task management, social media management and integrated blog posting functionality. This application will be utilized for up to 10 users who require full admin access to the system. The ideal freelancer for this project is expected to have proficiency in CRM development, understanding of sales processes, strong task management skills, social media integration knowledge, and experience in blog integration for posting. Familiarity with building user-friendly interfaces for varying user access is key. appreciate if anyone who has developed a crm in the house moving industry to show a demo