Crm workflow diagrampekerjaan
melukis schematic diagram menggunakan autocadd dan menukar kepada pdf
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 column...
Melakukan sejumlah pekerjaan Excel Monitoring harian penjualan Merekap data Membuat analisis Membuat diagram Membuat laporan penjualan
memasukkan rumus, membuat diagram, tabel, dan sebagainya
...developer with PHP and CodeIgniter experience to maintain and expand our CRM system. And Create employee email system Key Tasks: - **User Management**: Enhance and optimize existing user management functionalities. - **Reporting and Analytics**: Develop and integrate more advanced reporting and analytics features, primarily to monitor employee performance. - **Task Management**: Improve the task management system. - **Rostering**: Implement a system to allow for rostering functionality. Invoices: implement system to allow invoices Design Requirements: - I am looking for a **Professional and Corporate** design for the CRM. Ideal Qualifications: - Proven experience with **PHP and CodeIgniter**. - Previous work on **CRM systems** or complex web applications. - Str...
...management (CRM) project. This task encompasses various aspects including: - CRM Development: Despite a missing specific feature request, it is assumed basic aspects of CRM will be needed i.e., sales tracking, task management, and customer management. - Image Editing Feature: This includes incorporating basic tools for image resizing and cropping into the CRM tool. - Bug Fixing: There have been some technical issues detected with the CRM, particularly relative to user interface problems and functionality hitches; I would love these resolved in due time. Given the significance and the somewhat extensive nature of the project, it is heavily required that the freelancer possesses a high level of expertise and experience with Laravel and PHP frameworks...
...piece of information. Key Responsibilities: - Researching and collecting information on the CEO, senior management, and email addresses of around 80 councils. - Ensuring the accuracy and relevancy of the data collected. - Organizing the data neatly into a spreadsheet, in a format suitable for subsequent upload to a CRM tool like Pipedrive. Ideal Skills and Experience: - Experience in data research and entry. - Proficiency in using Excel or Google Sheets. - Familiarity with CRM tools, particularly Pipedrive, is a plus. - Attention to detail and the ability to maintain data accuracy. - Clear communication to provide updates on the progress of the research. I'm looking for someone reliable and efficient who can complete this task accurately and in a timely manner. Pl...
somos una empresa de servicios donde tenemos un crm, damos ofertas y luego tenemos que cruzar nuestras operaciones con las comisiones .... y todo los intentamos gestionar con airtable ....
I am looking for a creative designer who can create a unique, minimalist and modern logo for my business. Name: Notion4Agents It is a Real Estate Software CRM in Notion Attached Mr Notion is an example, but would like to have this applied to real estates agents. The logo should be a combination of text and symbol that effectively represents the professionalism and reliability of my business. - Design a logo combining text and symbols - Implement a minimalist and modern design style - Convey a sense of professionalism and reliability through the design
As a ...developer to assist with a project that involves customization and integration. Key Responsibilities: - Customizing Tally to integrate with our CRM system. - Ensuring smooth synchronization of customer data between Tally and the CRM. Ideal Skills and Experience: - Proficiency in Tally customization and integration. - Proven experience with CRM integrations, especially syncing customer data. - Strong understanding of financial and sales reporting. - Past experience in enhancing customer relationship management through system integration. Your role is pivotal in ensuring that our customer data is up-to-date and correctly reflected in both our CRM and Tally. The successful candidate will play a crucial role in automating our systems and enhancing effic...
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. It is impor...data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns, ...
It is necessary finish a project managemet application made in laravel. The change are: - make some change regard the flow, the links, the design, the ecommerce and report; - It is necessary experience in query, report charts, pivot builder and Business intelligence to change the reports that must have good design, many filter and cross. the charts must have drill down. Please answer only if have experiences in project management software and pivot-query-busienss intellegence. And show my the url of similar job made.
...complete Computerized Maintenance Management System (CMMS) / Maintenance Work Order(MWO). A Complete Control Pannel on Web based asapplication along with the Mobile APP + Desktop APP. With the below added features.:- + It will have Website Fully responsive, Mobile APP, Control Pannel Application + It must fully SAAS Based means related to the SAAS Based all the screen to be designed and implemented + CRM (Register Company, Lead, Converted, Communcation, Win Deal , Create Quotation and Invoice) + Access Control Management for all the SAAS Based module wise , user wise rights + We want to use MS SQL Server on the windows using Stored Procedure and required API is prefered Let me know your expertise in this and same time propose me your quotation with timetable to proceed. A Co...
...my vendor payments process using a combination of Excel, MS Forms, and Power Automate. I'm now seeking an expert to transform and advance this process using options such as Sharepoint List and Power Apps. The mission encompasses three critical areas: • Automating data entry and validation: Reducing manual input ensuring that the data fed into the system is accurate and up-to-date. • Approval workflow: A simplified yet efficient approval process ensuring no delays or oversights. • Payment generation: Timely and well-coordinated payment processing for a smooth and organized operation. Capabilities Required: • Handling high volumes: I am dealing with more than 50 vendors. So, proficiency in handling such a scale is a must. For the Power Apps applicati...
...of a list featuring more than 500 companies. In the details you collect for each organization, I'd like to see the following: - Company Name - Contact Person Name - Contact Person Email. The ideal candidate for this task would be someone who is proficient in data mining and possesses broad knowledge of Oracle EBS customers in the manufacturing, retail, automotive industry. Prior experience in CRM database creation would be an added advantage. It's essential that all information gathered adheres to privacy and data protection laws, ensuring a legally compliant list. So, a freelancer with a keen understanding of these laws would be highly preferred. Accuracy of data is of top importance, therefore meticulous cross-checking is needed for each entry. I'm looking...
I am looking for a seasoned expert proficient in email marketing, particularly with using Brevo or a similar cost-effective platform. The primary goal of this project is to create a pop-up form for promoting a product or service. The successful freelancer should be familiar with: - Designing pop-up forms - Implementing Email Marketing Automation workflow - Creating catchy Design - Setting up automated responses and replacing them with current default templates in woo-commerce. This work has to be done professional/clear / no mess-up at backend.
I need a Python 3 script developed that continuously operates with the Lauterbach Trace32 system. This script must perform automated actions which include: - Reading data: It must access and read global variables from Lauterbach Trace32. - Modifying data: It should also make changes to the data in the Trace32 system as required. Ideal skills and experience: - Strong knowledge of Python 3 p...the Trace32 system as required. Ideal skills and experience: - Strong knowledge of Python 3 programming essential - Good understanding of Lauterbach Trace32 to ensure seamless integration. - Experience with scripts that operate in real time or continuously. Looking forward to working with skilled and experienced developers. Creating this intricate continuous script will greatly optimize my wor...
...efficiency of the system. - Automated workflow management: The system must include automated workflow management. This feature will enable the management team to oversee and optimize workflows across different locations, ensuring seamless operations and efficient decision-making. The primary user of this solution will be our management team. They will rely on the data collected and analyzed by the system to make informed decisions, optimize workflows, and ensure the smooth functioning of our operations. I am looking for a professional with specific experience in developing and implementing large-scale Industry 4.0 solutions. The ideal candidate should have a strong background in real-time data monitoring, predictive maintenance, and automated workflow management....
...market research, developing brand positioning, and creating brand identity. •Must have a strong understanding of digital marketing ranging from UX/UI, mapping, journey building, email templates, landing pages, SMS text, etc. •Must have a strong background working with Figma, Adobe Creative Suite: XD, Illustrator, Photoshop, Dreamweaver, After Effects. •Must be able to work in HTML, CSS, MIRO, Litmus, CRM, CMS, and nimble with new systems/platforms. •Must have a strong attention to detail and the ability to drive multiple projects forward, think in systems and process, remain agile, and seamlessly manage multiple ongoing projects in a structured way. We are a small team passionate about delivering exceptional web design solutions. If you are a talented UI/UX W...
Automatización de flujos de trabajo a través de CRM, WhatsApp y redes sociales con bots conversacionales y asistentes de IA.
Im after 3 Station Pumps 3D Modeled in quods UV Maps and Modo ready. As per the plan diagram images supplied. lxo OBJ or FBX is OK. Budget is tight.
I'm currently seeking an entry-level personal assistant who can commit to 10-20 hours per week. Eventually will need someone for 40 hours a week An ideal candidate will be able to expertly communicate what they are doing and is able to learn new tasks quickly. ...what they are doing and is able to learn new tasks quickly. Here are some other things I am looking for -Ability to film 5 minute looms and update me on what they are doing. (If you message me, I will ask you to create a loom video where you will explain back to me what I am looking for) -Ability to use AI to improve communication, solve problems, and create ideas -Proficiency in GoHighLevel CRM is a plus. Demonstrating a strong ability to organize, multitask, prioritize and work under pressure will be value...
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I am aiming to build a custom CRM specifically tailored for immigration lawyers dealing with student cases, leveraging open-source, white-label CRM technologies. Here are the key functionalities I am looking for: - Contact management - Task management - Email integration - Custom report generation For this project, your expertise in open-source CRM software would be invaluable. A good understanding of the needs of legal practitioners, particularly immigration lawyers, will contribute to the success of this project as well. You will also have to be skilful in modifying and customising open-source platforms to meet specific needs. In the end, what I want to have is a CRM system user-friendly enough for immigration lawyers that can also be adapted for other le...
...comfortable. The design should incorporate features that promote good air circulation and help remove fumes and dust. Size and Layout: - Size: I am looking for a workshop space that is 650 sq ft. This should provide ample room for various workstations and tools. - Layout: The layout should be multi-functional, easily accommodating different work areas and tools. A well-organized space with efficient workflow in mind is crucial. Ideal Freelancer: I am seeking an experienced architect or building designer with a strong background in creating workshop spaces. The ideal candidate should have: - Proven experience in designing detached garages, with a focus on workshop areas. - Knowledge of safety and building codes related to workshop spaces. - Proficiency in CAD or other design so...
I'm looking for a dedicated full-time customer service professional to handle various customer-related tasks. Key Responsibilities: - Answering customer inquiries through phone, chat, email, and text - Resolving customer complaints efficiently and professionally - Customer Account Set Up - Website Set Up & CRM - Providing detailed product information and support Ideal candidates for this position should have strong communication skills, good computer skills, great English/Spanish speaker/writer, be customer-oriented, and be capable of handling high volumes of customer inquiries. Experience in a similar role would be highly advantageous. Please note that this is a full-time position, and your availability to handle customer queries during business hours is essential. B...
I'm in need of a skilled PHP and Laravel developer to assist with creating a social media API and integrating it into my website. The main purpose of the API will be to facilitate the integration with various social media platforms, focusing on Meta, ads Facebook leads data stores in CRM systems and Whatsapp Api Key Responsibilities: - Develop a robust API with PHP - Implement the API into the website - Store API data accurately in a MySQL database Ideal Candidate: - Proficient in PHP and Laravel - Extensive experience in API creation - Prior experience integrating with social media platforms - Strong understanding of user authentication and profile handling in API development - Solid grasp of MySQL database implementation Please bid if you are confident in your ability to ...
I am seeking a proficient software expert to build a Document Workflow Management System that will allow for efficient document creation, classification, and distribution within an organization. Key Requirements: - Ability to support different document types. Although it is not currently defined, this should not exclude the ability to handle varieties such as invoices, contracts, reports etc. - Facility for file sharing to enable seamless departmental collaboration. - A customized workflow for each document type, leading to automatic progression to predefined stages. - Implement conditional approvals based on document types, ensuring that only appropriate documents progress through the workflow. The ideal candidate should demonstrate robust experience in developing ...
As a beginner seeking to master Dynamics 365, I am in need of an experienced trainer to equip me with essential skills and knowledge through live interactive sessions. I am particularly interested in learn...empowering others with new skills - Training should include below, topics at minimum and more details in attachment: - Creation of Dummy Accounts - Environments and their types - Overview of Dynamics 365 - Overview of Dynamics 365 Business Central - Overview of Dynamics 365 Finance & Operations - Overview of Dynamics 365 Customer Engagement - CRM Functional - Sales Module - CRM Functional - Customer Service - CRM Technical - Customizations - CRM Demo project with end to end implementation If you meet these requirements, I look forward to partnering...
...Providing both Figma and Elementor files for future use. - Implementing RTL design for the dashboard to cater to specific language needs. The dashboard should include, but not be limited to: - Property listings management: A feature that allows agents to upload, manage, and update property listings. - Client interaction tools and Sales CRM: Tools and interfaces that facilitate communication and interaction between agents and their clients. Calendar view, Sales Crm and more.. - Analytics and reporting: A section that offers insights, statistics, and reports on the agents' performance and property listings. I'm looking to have this project completed ASAP, so a quick turnaround time is crucial. Experience in RTL design and real estate web app development would be ...
I need a basic logic electrical diagram created using Logic.ly. delivery time now. will take 15mins. The main purpose of the diagram is to help me understand an existing circuit better. Key Requirements: - Create a detailed and well-structured logic electrical diagram from the website - Utilize Logic. ly for the diagram's design and export Please note that I'm only interested in the use of Logic. ly for this project. Your experience in working with this tool will be a major advantage it's very basic request. Electrical engineering
I am an focal point of technology with an oil & gas upstream company seeking a skilled developer to create a comprehensive library of automation tools. These tools will be designed to handle a wide range of tasks from data analysis to report generation and workflow management. The goal is to fully automate these processes to boost our operational & technical efficiency. project SOW: 1- build excel sheet list of company support of oil & gas upstream automation processes. first from UAE local company than find global company (list include: company name & type of tools service & description service tools & contact (website) 2- check the attachment excel, you will find the overall job & activity in oil company & type of tools need & find more activi...
I run an advertising agency here in the UK that works with various companies across the country to increase their client acquisition and sales for the past few years. I'm looking to grow my company and expand the team....reaching prospects over the phone to organize a meeting with myself - Qualifying the prospect for advertising services - Selling the appointment - Ensuring prospects show up to the meeting Location: Anywhere Compensation: Up to £1000/month per client Requirements & Criteria: - Experience with cold calling and talking to business owners - Knowledge of general sales and selling - Knowledge of using a CRM and tracking progress - Ability to keep in regular communication with GMT timezones over virtual calls and messaging - Ability to report results dai...
...Providing both Figma and Elementor files for future use. - Implementing RTL design for the dashboard to cater to specific language needs. The dashboard should include, but not be limited to: - Property listings management: A feature that allows agents to upload, manage, and update property listings. - Client interaction tools and Sales CRM: Tools and interfaces that facilitate communication and interaction between agents and their clients. Calendar view, Sales Crm and more.. - Analytics and reporting: A section that offers insights, statistics, and reports on the agents' performance and property listings. I'm looking to have this project completed ASAP, so a quick turnaround time is crucial. Experience in RTL design and real estate web app development would be ...
...Functionalities: - User Management: The system should allow individual consumers to sign up, log in, and manage their accounts efficiently. - Analytics Tracking: The platform should integrate effective analytics tools to help us gain insights into user behavior, feature performance, and other relevant data. - Customer Relationship Management: We aim to position our platform as user-centric, so robust CRM tools are critical. I envision features that will allow us to engage and retain our user base effectively. Ideal Qualifications: - Extensive experience with SaaS platform development, particularly focusing on user management and analytics tracking. - Proven expertise in designing and implementing customer relationship management functionalities. - A solid understanding of user e...
Every thing which is available in your website like automation , B3G1 ,payment gateway , invoice print , order tracking , custom checkout page , and more 40+ features which is helping you to sell products . and customer interface is try to so easy to all Google related also. CRM, social login
I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: ...incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a plus. The candidate should also be capable of ensuring ongoing process optimization and representing success...
I'm seeking a comprehensive CRM/HRM solution for my Immigration Consultancy Firm. The system should cater to client, document, and employee management. Preferred location of freelancer / software house is LAHORE. Key Features: - **Client Management**: The system should have a robust client management module. It should help us track client interactions, monitor case progress, and manage client information securely. - **Document Management**: The CRM/HRM system must enable us to store and manage client documents efficiently. This includes the ability to upload, categorize, and retrieve documents easily. - **Employee Management**: The platform should support the management of 11-50 employees. Features should include attendance tracking, performance evaluations, and per...
...not meeting performance benchmarks. Include how quickly you can implement changes based on real-time data. Explain how you use machine learning and other automated tools to optimize bids, adjust ad placements, and refine targeting criteria dynamically. Collaborative Communication for Strategy Refinement: Detail how you will communicate with us regarding underperforming campaigns. What is your workflow for discussing and implementing strategic changes? Outline the frequency and format of strategy review meetings, ensuring regular touchpoints for discussing campaign adjustments and performance insights. Reporting and Transparency: Describe how you will provide transparent reporting on both successful and underperforming campaigns. What kind of detailed reports will you provide, a...
I have a communication protocol that is diagrammed. I need a freelancer to define it as a REST API. The freelancer can define it using POSTMAN and send postman data to me. all of the protocol data is integer type pls refer protocol diagram You must read the following before bidding 1. the bid price and schedule will be established at the time of bidding. If you talk and re-negotiate, it's a waste of each other's time. 2. Milestones are released after all deliverables have been received and verified.
...not meeting performance benchmarks. Include how quickly you can implement changes based on real-time data. Explain how you use machine learning and other automated tools to optimize bids, adjust ad placements, and refine targeting criteria dynamically. Collaborative Communication for Strategy Refinement: Detail how you will communicate with us regarding underperforming campaigns. What is your workflow for discussing and implementing strategic changes? Outline the frequency and format of strategy review meetings, ensuring regular touchpoints for discussing campaign adjustments and performance insights. Reporting and Transparency: Describe how you will provide transparent reporting on both successful and underperforming campaigns. What kind of detailed reports will you provide, a...
I'm looking to have an Automator workflow created that will work with a Safari page. The function of this workflow should be to take the current open web page (which I am viewing in Reader view) and save it as a pdf to the Finder, specifically, to a set folder on my device. Here's what I'm looking for: 1. **Compatibility:** The Automator workflow should be compatible with macOS Mojave. 2. **Naming the PDF:** The saved PDF needs to be automatically titled with the Date in a yyyy-mm-dd format at the beginning of the file name. The website always provides the remainder of the file name, which I want to keep. 3. **Additional Functionality:** No additional functions are required beyond saving the web page as named PDF to a specific folder. The id...
Looking for an experienced developer to create a case management system tailored towards law firms. Having outgrown our current accounting software system, we need a more comprehensive, automated solution. Key Features: - Document management: Expedit...management: A feature to manage potential leads would be crucial in maximizing our client acquisition efforts. We need to track prospects from initial contact,judge potential for success and convert them to clients. Experience & Skills: - Proven experience in developing comprehensive management systems - Skilled in developing user-friendly AirTable applications - Familiarity with the law firm workflow is a plus We're hoping to have this project completed within a month. Do get in touch if this seems like a perfect fit f...
...**Email Forwarding:** - Set up email forwarding for each created email address. - Ensure emails are forwarded to Zoho Sheets for further processing. 4. **Zoho Sheet Integration:** - Create a Zoho Sheet for each email address or purpose. - Establish integration between Zoho Mail and Zoho Sheets to automate email-to-sheet data transfer. 5. **Testing and Validation:** - Test the entire workflow to ensure emails are being properly forwarded to Zoho Sheets. - Validate data integrity and accuracy within Zoho Sheets. **Deliverables:** - Fully configured Zoho Portal allowing email creation with custom domain. - Email forwarding set up for each created email address. - Zoho Sheets integrated with Zoho Mail to automate email-to-sheet data transfer. - Documentation det...
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Provide guidance and council for the development of my companies current forms, trackers, and databases - specifically the automation of processing and linking data from various inputs across multiple-departments within my construction company. We currently have multiple forms, trackers, and databases that have daily inputs from multiple field personnel and back-of-house departments. The workflow on my projects requires intricate and dynamic workflows that involve multiple individuals and departments. I am in the early stages of making "smart" tools for automating the transfer of information between those departments: linking the data, defining "trigger" events, and processing data from various inputs into "smart" trackers. I have a clear outline of wha...
... the GPT then translates this text into a format of our database and based on a matching / scoring algorithm will select the best 10 investors for our set of 2000. The user should be able to go on our website. ask a question leave an email and get an answer with the top 10 list as an email attachment. That person needs to leave his contact details which will be automatically added to our Zoho CRM with a trigger action to setup a call for one of our sales people. Key Project Details: - **Search Function**: The system should allow users to search investors by any criteria they choose. This may include name, industry, and location. Effectively they describe their own company and the system then takes the essential data plus makes intelligent inferences (normal GPT requirement) t...
As a small team, we are looking to set up and customize our platform. We need someone who can help us with the following: - Task Management: Design and implement a task management system tailored to our workflow. - Project Tracking: Set up project tracking features that allow us to monitor and adjust project progress. - Team Collaboration: Integrate collaborative tools and features that facilitate better team communication and efficiency. In addition to the core features, we also require: - Integration with Email and Calendar: Ensure seamless integration with our email service and calendar for automated updates and notifications. - Integration with Document Storage Services: Facilitate integration with our document storage services to streamline document sharing and access dire...
