Crm workflowpekerjaan
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...
¿Te encantan las ventas y el marketing digital? ¡Queremos conocerte! Somos una agencia de Marketing, nuestro proceso es 100% remoto y digital y estamos en búsqueda de personas que se sumen a nosotros: ¿Qué necesitamos? -Manejo de CRM -Búsqueda y prospección -Organización para realizar registros, informes y procesos. -Equipo de computo y teléfono ¿Qué ofrecemos? -Comisiones de buen porcentaje -Contrato -Trabajo remoto -Horarios flexibles
¿Te encantan las ventas y el marketing digital? ¡Queremos conocerte! Somos una agencia de Marketing, nuestro proceso es 100% remoto y digital y estamos en búsqueda de personas que se sumen a nosotros: ¿Qué necesitamos? -Manejo de los sistemas de cómputo y programas de CRM. -Búsqueda y prospección en medios digitales. -Organización para realizar registros, informes y procesos. -Equipo de computo y teléfono ¿Qué ofrecemos? -Comisiones de buen porcentaje -Contrato -Trabajo remoto -Horarios flexibles
Project Description: I am looking for someone who have made and want to sell a CRM system to help me track and process leads for my CPA business.
Analyzing Real Estate Deals, Managing CRM, Uploading Contacts, SEO Marketing, Social Media Management, Social Media Marketing. Google Analytics, Website Analytics.
I am looking for a freelancer to work on an existing airflow dag and add new functionality to it. Specifically, I need help with adding new tasks to the dag. The project does not have a strict deadline and can be completed within a flexible timeframe. ...an existing airflow dag and add new functionality to it. Specifically, I need help with adding new tasks to the dag. The project does not have a strict deadline and can be completed within a flexible timeframe. Ideal skills and experience for this job include: - Strong knowledge and experience with Apache Airflow - Proficiency in Python programming - Familiarity with task scheduling and workflow management systems - Ability to understand and modify existing code - Attention to detail and ability to debug and fix errors ...
I am seeking an erpnext developer. My desired workflow is that we would meet and discuss our needs, evaluate the system, and proceed with development of new features each week. Specicially, we are needing lots of customizations, dashboards and reports. The work will be ongoing, as our business grows and evolves we will need new features regularly. I am looking for a Frappe/ERPNext developer who can assist me with customizing existing modules for my project. The ideal candidate will have experience in developing new modules and integrating with third-party systems. The project is expected to be completed within a timeline of 1-3 months. Additionally, the developer should have knowledge of specific technologies that I have in mind for this project.
...Skills and Experience: - Strong knowledge and experience in ZAho Finance - Familiarity with CRM, Email Marketing, and Finance features of ZAho - Ability to handle custom integrations with ZAho Finance setup - Proficiency in importing existing financial data into ZAho Description: I am looking for a freelancer who can assist me in setting up ZAho Finance for my business. The specific features I require help with are in the Finance module. Additionally, I am not sure if any custom integrations are needed, so expertise in this area would be beneficial. Moreover, I have existing financial data that needs to be imported into ZAho. If you have the skills and experience in ZAho Finance, including knowledge of CRM, Email Marketing, and Finance features, and are capable of handlin...
No Placeholder Bid, Only Bid if you have a system already in place. Here is the complete requirements Web based IT Help desk Ticketing system IT Help Desk Ticketing System plays a critical role in efficiently managing IT support requests and ensuring a smooth workflow for both users and IT technicians. Here's an explanation of the features for such a system: Ticket creation Users can create a ticket typically by filling out some fields for essential information, this includes Nature of the issue, Brief description of the issue Contact details. Users can select from predefined categories or types of issues (e.g., software problem, hardware request, network issue) to help classify their request. Users can attach files or screenshots related to the issue. IT technicians can ass...
Requirement:: For a product and some modules of it looking for some one to design complete workflow of wireframes and screens using tools. The person shall be capable of using the best components considering data complexity and size that user has to select and make the workflow and operations easy with minimal clicks.
I am in need of a Code Igniter developer to resolve few bugs in the CRM. The task is urgent and requires immediate attention. Specific Requirements: - The developer should have expertise in Code Igniter framework and be able to efficiently debug and resolve issues. - Familiarity with the existing codebase is necessary to identify and fix the bug effectively. - The developer should be able to work quickly and deliver the solution within the specified timeframe. Skills and Experience: - Proficiency in Code Igniter framework and PHP programming. - Strong debugging skills and experience in resolving system bugs. - Familiarity with the existing codebase and ability to navigate and modify code accordingly. This is a small task that requires attention to detail and quick problem-solvin...
...for my software company targeting small businesses in the USA. Skills and Experience: - Strong cold calling and lead generation experience, specifically with small businesses - Proven track record of successfully selling software products - Ability to develop a compelling script to engage potential customers and generate leads - Excellent communication and persuasion skills - Familiarity with CRM systems and lead management tools Responsibilities: - Conduct cold calls to small businesses to generate leads and promote our software product - Develop a script that effectively communicates the value of our software and generates interest from potential customers - Follow up with leads and nurture them through the sales process - Provide regular updates on lead generation efforts a...
seeking a skilled CRM Developer with a strong background in Dynamics 365 and SSRS report development. The project involves the creation and optimization of an SSRS report, leveraging complex data structures and ensuring seamless integration with Dynamics 365 CRM. The focus will be on implementing dynamic data retrieval and report customization to meet specific business requirements. Key Responsibilities: Rapid development and optimization of an SSRS report within the Dynamics 365 CRM environment. Crafting and executing advanced data queries to extract relevant information from various CRM data sources. Implementing dynamic data filtering and conditional row visibility within the report. Working closely with the project lead (myself) for requirements gathering,...
I am looking for a skilled developer to create a custom-built Customer Service CRM system. I am open to suggestions for specific features and functionalities that would best suit my needs. Ideal Skills and Experience: - Experience in developing custom CRM systems - Knowledge of Commercial, Health and other group insurace products - Knowledge of customer service processes and workflows - Ability to suggest and implement effective features and functionalities for a customer service CRM system - Proficiency in programming languages and frameworks required to develop a custom CRM platform - Strong problem-solving and communication skills to ensure the CRM system meets my requirements.
I am looking for an experienced Odoo developer who can help me with the development of Sales and CRM modules. The ideal candidate should be able to provide ongoing maintenance and support after the development is completed. The project needs to be completed within a month. Skills and experience required: - Strong knowledge of Odoo development - Experience in developing Sales and CRM modules - Ability to provide ongoing maintenance and support - Efficient time management to meet the deadline
I am looking for a freelancer to develop a sales and finance module for my existing Perfex CRM. The module should have the following features: - Sales tracking and reporting: The module should be able to track and report on sales activities, including the number of sales made, revenue generated, and sales conversion rates. - Invoice generation and management: The module should have the capability to generate and manage invoices for sales transactions. - Expense tracking and management: The module should allow for the tracking and management of expenses related to sales activities. In terms of metrics, I would like the module to specifically track the average transaction value. This will help me analyze the profitability of each transaction. I have a specific platform in mind fo...
NO TIME WASTE PLEASE READ CAREFULLY OTHERWISE I WILL REPORT I am looking for a freelancer to develop a sales and finance module for my existing Perfex CRM. The module should have the following features: - Sales tracking and reporting: The module should be able to track and report on sales activities, including the number of sales made, revenue generated, and sales conversion rates. - Invoice generation and management: The module should have the capability to generate and manage invoices for sales transactions. - Expense tracking and management: The module should allow for the tracking and management of expenses related to sales activities. In terms of metrics, I would like the module to specifically track the average transaction value. This will help me analyze the profitabili...
Estoy en busca de un especialista en GoHighLevel para colaborar conmigo en diversas tareas relacionadas con esta plataforma. Específicamente, necesito asistencia en la configuración de embudos (funnels) y en la implementación de procesos de automatización. Experiencia en configuración de GoHighLevel como CRM, para seguimiento de clientes Objetivos para los Embudos y la Automatización: Aumentar la generación de leads. Mejorar las conversiones de ventas. No hay un plazo específico para la finalización de estas tareas. Habilidades e Experiencia Ideales para este Trabajo: Dominio de GoHighLevel. Experiencia en la configuración de embudos y automatización. Conocimiento de estrategias de generación de...
We want to build product system CRM (mobile, webapp) - Customer: manage customer, manage sale, sale pipeline. - API callcenter - Live chat: sms, facebook. - Marketing: sms, email. Setup campaign, payment google and facebook in my CRM. - Subscription: permisson, user, package use cloud. - Integrated with AI (language, content...) - open to any tech stack as long as we can set up campaigns. and Hubspot and Salesforce cannot do it.
...the campaign is appointment setting. Target Audience: - B2B (Business to Business) Campaign Goal: - Appointment Setting Anticipated Calls per Day: - 50-100 Ideal Skills and Experience: - Proven track record in B2B cold calling and appointment setting - Excellent communication and persuasion skills - Ability to effectively navigate through gatekeepers and reach decision-makers - Proficiency in CRM software for call tracking and lead management - Time management skills to efficiently make the anticipated number of calls per day. Job Title: Appointment Setter or Cold Caller Compensation: 20% commission per client Bonuses: Up to $1,000 Location: Virtual/Remote Intro: I run an SMMA and we get real estate agents close more deals. We have a crazy offer which stands out fro...
...Features**: - Full integration with a CRM system (suggestions welcome). - Call recording for quality assurance. - Setup for both PCs and mobile phones in the office. - Recording and analytics for all inbound/user initiated outbound calls. - Also I want a system where everyone will know who to call today(database connectivity) (maybe a campaign where my employee go thru automated multiple back to back calls) - Outbound IVR calls for customer feedback, including detailed analytics (call accepted/rejected/no answer/answered but no input, etc.). 4. **Infrastructure**: We have a PC acting as a server, a NAS with Docker support (Unraid), and a static IP. 5. **Timeline**: As soon as possible. Could you please guide us on setting this up, and suggest a suitable CRM that integr...
I am looking for a freelancer to develop a sales and finance module for my existing Perfex CRM. The module should have the following features: - Sales tracking and reporting: The module should be able to track and report on sales activities, including the number of sales made, revenue generated, and sales conversion rates. - Invoice generation and management: The module should have the capability to generate and manage invoices for sales transactions. - Expense tracking and management: The module should allow for the tracking and management of expenses related to sales activities. In terms of metrics, I would like the module to specifically track the average transaction value. This will help me analyze the profitability of each transaction. I have a specific platform in mind fo...
...nurture to close, for small and medium-sized business owners globally. • A strong knowledge and understanding of email marketing best practices, such as segmentation, personalization, deliverability, testing, optimization, and more. • A high level of proficiency and familiarity with email marketing systems, tools, and software, such as Mailchimp, HubSpot ( We use hubspot free as our inhouse CRM) , ActiveCampaign, or any other system of your choice. • A high level of creativity and innovation, and the ability to create eye-catching and compelling emails that stand out from the crowd and generate conversions. • A high level of analytical and problem-solving skills, and the ability to measure and optimize your results and ROI using data and insights. &bu...
I am looking for a virtual assistant who can help me with setting up and managing my CRM system in odoo. The specific tasks that I need assistance with are data entry and organization. Here are the details of the project: Tasks: - Aiding in the set up of a multi company system within Odoo - Data entry and organization in the CRM system - Ensuring all customer information is accurate and up to date - Organizing and categorizing customer data for easy access and retrieval Training: - I prefer to provide written instructions for training the virtual assistant on these tasks but occasional phone or video conferences will be necessary. - Clear and detailed instructions will be provided to ensure a smooth transition Time commitment: - I anticipate needing assistance for less th...
...catalogue. There will then be add-on charges for time to completion for example standard 48h no extra cost 6h rush +6 and12 h +3 etc So to conclude a fully functioning website with a corporate-style front end that also incorporates a website that delivers, speed reliability and performance that connects to CRM. The site must have a sales flow Expect to connect and configure up to 40 plug ins. Need all systems to sync and update Need website chat that records customer details and chats in the CRM Payment processing Stripe and Paypal Log in via, FB, Google line and manual input Storage for content configured to be uploaded to Cloudflare r2 as default Consult and install/configure all applicable plug-ins Additional pages that will need to be created A) landing pages ...
I am looking for a freelancer who can design a basic Database Management software that is compatible with both Windows and Mac operating systems. We are looking for an experienced software developer to create a user-friendly and efficient CRM (Customer Relationship Management) software compatible with both Mac and Windows platforms. The primary goal of this software is to streamline customer management, provide quick access to customer details, and send timely payment notifications. Key Features: 1. Customer Data Repository: Create a centralized database where all customer information is stored, similar to an Excel spreadsheet, allowing for easy data access and management. 2. Payment Due Notifications: Implement a notification system that alerts the user when a payment is due fr...
Software Sales - Seeking a freelancer to assist with software sales - Specific software being sold: [Productivity software/Accounting software/Customer relationship management (CRM) software] - Target audience for the software: [Small businesses/Large enterprises/Individual consumers] - Sales strategy to be implemented: [Direct sales/Channel sales/Online sales] - Ideal skills and experience: - Proven track record in software sales - Excellent communication and negotiation skills - Familiarity with the chosen software and its features - Ability to identify and target the appropriate audience - Experience in implementing the chosen sales strategy
...Businesses Skills and Experience: - Proven experience in D2D B2B ad sales and meeting and exceeding sales targets - Strong understanding of the healthcare market and its challenges is a bonus - Excellent communication, interpersonal, and negotiation skills - Knowledge of effective sales strategies and tactics - Ability to build and maintain relationships with potential partners - Familiarity with CRM tracking and managing sales activities - Results-oriented mindset and ability to meet sales targets - Must have strong expertise in sales and be able to guide and train a team - The ability to work independently as well as in a team environment - Bachelor's degree in business, marketing, or a related field is preferred, but not required - A valid driver's license and reli...
...or surpassing sales goals. • Familiarity with online project management and collaboration tools. Requirements: • Access to necessary sales tools and resources. • Portfolio of successful freelance sales projects. • Availability for client meetings and discussions as needed. • Commitment to delivering high-quality service to clients. Benefits: • Sales Training and promotional materials provided • CRM tools provided to track leads and sales funnel • Attractive profit-sharing compensation. • Flexibility to work remotely and manage your own schedule. • Opportunities for ongoing collaboration on future projects. • Exposure to diverse clients and industries. If you are a motivated and experienced freelance sales professional with...
I need an assistant help with Clixio or GoHighLevel setup and ongoing development. Looking for someone hourly who is available to work in person in the Macomb County Michigan Area or via web meetings.
I am looking for a designer to create a design for a CRM portal based on already completed wireframes. The ideal candidate will have experience in creating user-friendly and visually appealing designs for web applications. The project requires designing about 40-50 screens, but many are similar to each other. Skills and Experience: - Proficiency in UI/UX design and wireframing tools. - Strong knowledge of color theory and typography. - Experience in designing user-friendly interfaces for web applications. - Attention to detail and ability to create visually appealing designs. - Ability to work collaboratively and communicate effectively with the development team. I will send the wireframes via PM and other details can be discussed then.
I am looking for a talented UI/UX designer to create a CRM interface for my company. The ideal candidate will have experience designing interfaces and dashboards Preferred Color Scheme and Branding Guidelines: I will provide the details for the color scheme and branding guidelines that should be incorporated into the design. UI/UX design should be responsive to ensure a seamless user experience across different devices. Skills and Experience: - Proficiency in UI/UX design principles and best practices - Experience designing interfaces for CRM systems - Ability to incorporate provided color scheme and branding guidelines into the design - Knowledge of mobile-responsive design techniques - Strong attention to detail and ability to create visually appealing and user-friend...
...- Sales funnel implementation - Site Update/Setup - Integration with workflow automation Requirements: - Proficient in GoHighLevel - Strong understanding of sales funnel strategies - Ability to integrate workflow automations - Experience in setting up sites Project Details: - The project involves upgrading an existing website and creating a sales funnel using GoHighLevel. - The client is open to suggestions for the design and theme of the site/funnel. - The developer must have experience in GoHighLevel and be able to implement the necessary features for a successful sales funnel. - Create/Update a Sign-up Form, a Revisions Form, a (Customer Donation) Checkout, and a Revision Fee ($75USD) Checkout. - Create basic workflow and email automation based on specific crit...
...area and create a averge per km2) and drone selection for operations. Risk Identification Inclusion of Ground Risk Class (GRC) and Air Risk Class (ARC). Real-time data processing for risk analysis and flight recommendations. Final Results and Emergency Information Nearest hospital and airport contact information. Maximum flight distance, height, and potential permissions based on risk analysis. Workflow Connects organization’s account with detailed flight operation planning. Allows defining flight zones via interactive maps or KML file imports. Integrated risk analysis form guides the user through environmental and operational risk factors. Generates sequential operation numbers and archives reports for compliance checks. Technical Architecture User-friendly frontend dev...
Busco un freelancer que me ayude con la programación y parametrización de ZOHO ONE. El módulo específico con el que necesito ayuda es CRM. Necesito apoyo continuo para este proyecto, en lugar de solo ayuda con la configuración del sistema. El cronograma previsto para el proyecto es de más de 2 semanas. Las habilidades y experiencia ideales para este trabajo incluyen: - Fuerte conocimiento y experiencia con ZOHO ONE, específicamente el módulo CRM - Capacidad de programar y parametrizar ZOHO ONE para satisfacer mis necesidades específicas - Experiencia brindando soporte continuo para proyectos ZOHO ONE. - Excelentes habilidades de comunicación para garantizar una colaboración efectiva durante todo e...
CRM Application for Pharmaceutical marketing activities and Dr visits - I am looking for a CRM system specifically designed for Pharmaceutical marketing activities and Dr visits. - The main feature I need in the CRM is sales pipeline tracking to effectively manage my sales process. - No integration with any other systems is required. - My preferred platform for the CRM is cloud-based. - The ideal candidate should have experience in developing CRM systems with a focus on Pharmaceutical marketing activities and Dr visits. - Knowledge of sales pipeline tracking and cloud-based CRM platforms is essential. - The CRM should be user-friendly, intuitive, and customizable to meet the unique needs of the Pharmaceutical industry. - Strong communicati...
...business with the passion of a thousand suns (and a dash of Tabasco). We're not your average mold and water remediation company. We're the efficiency enthusiasts, the solution seekers, and the ones who redefine the game. Who are we looking for? * Schedule Pro: Make sure our schedules work smoothly. * Client Relations Expert: Ensure potential clients are communicated with effectively using our CRM. * Data Whiz: Keep our information super neat and tidy. We're not just a team; we're a family who is looking to open several more locations next year so we can have a real impact. We are looking for an administrative assistant who is prepared to grow with us and put in more hours over time. If you're a motivated administrative pro ready to take on challenges...
...me build a GoHighLevel Funnel/CRM with the following requirements: - Sales pipeline management: I need the CRM to effectively manage and track my sales pipeline. - Lead capture and nurture - Existing partial database integration: I have a partial customer database that needs to be integrated into the CRM. - Third-party application integration: I would like to integrate specific third-party applications with the CRM, but I need assistance in identifying which ones would be the most beneficial for my business. Ideal Skills and Experience: - Experience with building and customizing GoHighLevel Funnel/CRM systems. - Proficiency in integrating and managing customer databases. - Knowledge of various third-party applications that can be integrated wit...
I am a Wealth Management Tech company, I am looking for a skilled Mailchimp freelancer to help me with a sales campaign targeting B2B (Business to Business) clients. Goals: - The main goal of the campaign is to boost product sales and increase revenue for my business. Preferred mo...mode of communication: - Email marketing will be the primary mode of communication for the campaign. Ideal Skills and Experience: - Proven experience in B2B sales campaigns - Expertise in email marketing and lead generation - Strong understanding of the B2B sales process - Excellent copywriting and communication skills - Ability to analyze data and make data-driven decisions - Familiarity with CRM software and email marketing platforms - Knowledge of industry best practices and trends in B2B sales ...
...content calendar. Responsibilities: 1) Shooting E-commerce product photography and videography -- including meticulously lit product photography shots, flatlays, lifestyle shots, lookbook imagery, and other digital content. 2) Post-production - including processing, editing, retouching, and file handling of images/motion as per brand style guides. Must be able to create jump-cut reels. 3) Workflow management - including meeting deadlines on the content calendar, maintaining shoot records and an image archive, and contributing positively to our can-do, joyful, yet diligent work environment. 4) Content Creation - Creating marketing imagery and materials for all our communication channels -- email, social, web, and more. Qualifications: * Proven experience in digital ...
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...selling technology products or services. Requirements: - Experience in B2B sales, particularly in the technology industry - Strong knowledge of online sales strategies and techniques - Ability to effectively communicate and build relationships with potential clients - Proven track record of meeting sales targets and achieving results - Excellent negotiation and persuasion skills - Familiarity with CRM software and other sales tools Responsibilities: - Identify and target potential B2B clients in the technology industry - Conduct research on target industries and companies to understand their needs and pain points - Develop and implement effective online sales strategies to generate leads and close deals - Collaborate with marketing team to create compelling sales materials and ...
...testing to ensure all parts of the application work together seamlessly. - Performance testing to verify that the application performs well under the expected load. - Security testing to identify and fix potential vulnerabilities. ### 6. Documentation - Update technical documentation to reflect changes in the system architecture and codebase. - Document any new features or changes in the workflow. ### 7. Training and Support - Provide necessary training materials or sessions for the development and maintenance teams. - Plan for ongoing support during the initial phase post-upgrade. ### 8. Deployment - Plan for a phased deployment starting with a staging environment. - Implement rollback strategies in case of unexpected issues during deployment. ### 9. Post-Deployment Moni...
...experience in to create an operations website for our EV company. The website will require the following features: - Workflow automation: We need the ability to automate various processes and tasks to streamline our operations. In terms of data integration, we have existing data sources that need to be integrated. However, we will require assistance with data sourcing. Our timeline for completing the operations website is within 3 months. Ideal skills and experience for this job include: - Strong proficiency in and no-code programming - Experience in creating user authentication systems - Knowledge of data visualization techniques - Expertise in workflow automation and process optimization If you have the necessary skills and experience, please submit your proposal...
Real Estate CRM Software I am looking for a freelancer to develop a Real Estate CRM software that meets the following requirements: Features: - Lead Management: The CRM should have the ability to effectively manage and track leads for my real estate business. - Email Marketing: I need the CRM to have email marketing capabilities to send targeted emails to leads and clients. - Reporting and Analytics: It is important that the CRM provides comprehensive reporting and analytics features to track the performance of my real estate business. Integration: - Website Platforms: The CRM should be able to integrate with various website platforms to capture leads directly from my website. Number of Users: - 6-10: The CRM software will be used by a t...
I am looking for a developer who can help me deploy my Strapi and React app on AWS. The app is a CRM and ticket system, and I need it to be able to handle medium scalability, with 100-1000 users. Skills and experience required: - Experience with deploying Strapi and React apps on AWS - Familiarity with setting up and configuring AWS services for hosting web applications - Knowledge of best practices for scalability and performance optimization - Ability to troubleshoot and resolve any issues that may arise during the deployment process.
We exported our 30,000 LinkedIn contacts. Only 5% had emails. We need to get valid email addresses for the list before we upload to our CRM system.
...and find a good online Purchase Order system in Australia between 5 software providers. The research should be presented with a table and some narration (Max 500words) Specific features I am looking for in an online Purchase Order system include: - Easy-to-use interface - Electronic register to track who did what and ability to export to excel so i can work on accruals or unused PO - Automated workflow process. - Able to chose to send/not send to supplier after approval. - Approval is set to role, and not the person acting in that role. - Ability to redirrect PO approval to someone else when an approver is away either the person himself do it or by the system admin - price comparison Price and other features between 5 software providers can be mentionned in the table showing t...
