Crmpekerjaan

zoho crm +flow + tookan setup api

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...

Zoho crm setup

...Options (FHA, VA, Conventional, Jumbo, etc.), Mortgage Calculators, Reviews/Testimonials, and Contact. Tech Integrations: "Apply Now" Call-to-Action: These buttons must link externally to my existing Loan Origination System (LOS) portal (e.g., Floify,). Calculators: Functional mortgage calculators (Payment, Amortization, Affordability) embedded directly on the site. CRM: Contact forms must ensure deliverability to my email/CRM. Compliance (Crucial): The footer must be sticky or present on every page and include: My NMLS ID #. Company NMLS ID #. Equal Housing Lender logo. State licensing disclosure text. Design Aesthetic: Clean, professional, and trustworthy. Color scheme should align with my company branding (I will provide logo and hex codes). Mobil...

I run an artificial intelligence agency providing high-value solutions such as AI agents and intelligent CRM systems for businesses. We are looking for a Spanish-speaking sales professional to collaborate with us on a commission basis. Your role will focus on generating opportunities, managing conversations, and conducting video calls with potential clients interested in implementing AI solutions in their businesses. This is a performance-based collaboration designed for sales professionals who are comfortable with remote selling and high-ticket offers. What the role involves: • Identifying and contacting potential Spanish-speaking clients • Generating and managing sales conversations • Conducting video calls with interested prospects • Understanding client n...

...to keep MiPapaya’s daily remittance flow running smoothly while giving our customers first-class support. Your strongest track record should be in customer service, and you must be very comfortable performing KYC/AML checks on every transaction that crosses your screen. Excel or Google Sheets will be your constant companions for reconciliations, dashboards, and ad-hoc analysis; familiarity with CRM or other compliance platforms is welcome, but not mandatory. The job breaks down into three equal parts: • Customer service — responding to senders and receivers in both Spanish and English, resolving issues before they escalate. • Operations — validating and releasing international transfers, balancing settlement files, and flagging anything that looks...

...other) profile URLs listed in a Google Sheet. For each URL the program should: • Pull the next unused link from the sheet • Load the page in Chrome, wait a random time between 20 seconds and 3 minutes • Apply truly randomized scrolling patterns while the profile is open so behaviour looks organic • Fire a webhook the moment the visit completes, passing back any ID or payload I define so our CRM reflects the touch instantly Configuration items such as Google Sheet ID, webhook endpoint, minimum/maximum dwell time, and daily visit caps should live in a simple file I can edit without touching code. A short README on installing Python, Selenium, the correct ChromeDriver version, and scheduling the script with Windows Task Scheduler will be enough for depl...

...details, but running day-to-day operations has become painful. Managing bookings is clunky, and my team spends too much time fighting the interface instead of serving clients. I want to streamline the core booking flow and expand the CRM layer so everything feels cohesive in one place. Key objectives • Redesign the booking form to make it shorter and more intuitive. • Embed a true calendar view (Google or FullCalendar integration preferred) so we can drag-and-drop, spot conflicts instantly, and filter by resource or staff. • Tighten up the existing CRM module—link each customer profile to every reservation, note, and payment without extra clicks. • Keep code clean, PSR-12 compliant, and fully version-controlled (Git). Tech stack in place...

...busy-work, and connect it smoothly to the rest of my tech stack. Here is what I want to achieve: • Build a clean, scalable CRM base from scratch, with the right tables, linked records, views, and permissions so my team can track leads, deals, and ongoing client touchpoints without confusion. • Automate repetitive tasks—data entry, routine updates, notifications, reminders, and the creation of reporting dashboards—so information flows without manual effort. • Integrate Airtable with the other tools we already rely on (email, calendars, chat, and reporting platforms) to eliminate double-handling of data and keep everything in sync. At the end I expect a fully functional CRM base, live automations tested with real records, any required third-...

Our team arranges regular Zoom sessions—each 45 to 90 minutes—where prospects want to see Bitrix24 in action and get straight, well-grounded answers in "Arabic". You will run these live demos, tailoring the focus to each audience: often deep dives into CRM and project management, but just as frequently touching communication tools, marketing features, workflow automation, HRM functions, and even the Copilote assistant when requested. Sessions are booked at least a day in advance, so we can agree on times that suit us both. During every call, you should guide participants smoothly through the interface, highlight practical use cases, and then handle open Q&A without hesitation. Please reply with your price per session (or your preferred pricing structu...

Busco incorporar a una perso...nuestro servicio financiero exclusivamente vía chat y correo electrónico. Tus responsabilidades serán: • Responder consultas de productos o servicios de forma clara y cordial. • Asistir a los usuarios cuando presenten problemas de uso en la plataforma. • Procesar transacciones y pagos, garantizando seguridad y registro preciso. Valoro experiencia previa en soporte financiero, uso de CRM y pasarelas de pago, además de excelente ortografía y capacidad de respuesta ágil. Al final de cada jornada necesito un breve informe con métricas básicas (número de tickets, temas recurrentes y acciones tomadas) para evaluar calidad y oportunidades de mejora. Si disfrutas ayuda...

...schedule. The end goal is simple: a steady stream of BANT-qualified meetings. I will provide the target account list, brief value proposition, and access to our CRM. You handle the outreach mix—phone, LinkedIn, email, or any channel you’ve mastered—as long as the prospect arrives prepared for a 30-minute discovery call. Please show me the past work that proves you can open doors in the tech space: campaign stats, conversion rates, or sample call recordings are ideal. If you have a repeatable process for international time zones and C-level contacts, highlight it. Deliverables • Calendar invites for BANT-qualified prospects, tagged in the CRM • Weekly activity & pipeline summary (contacts reached, meetings booked, next steps) • ...

...Kunden vor Ort – klarer Stil, starkes Storytelling, hochwertige Umsetzung. Das kulinarische Fundament steht, die Nachfrage ist da. Jetzt geht es darum, das Ganze sauber zu skalieren. Was ich suche:
Jemanden, der administrativ und geschäftlich mitdenkt und gleichzeitig kreativ umsetzen kann – also Struktur + Wachstum + Marke. Deine Aufgaben (je nach Stärke): * Operatives Setup: Prozesse, Buchung, CRM, Kalkulation, Angebote, Abläufe * Business: Pricing, Partnerschaften, Vertrieb, Funnel, Strategie * Brand & Kreativ: Positionierung, Website-/Copy-Struktur, Content-Plan, Look & Feel * Optional: Team-/Supplier-Setup (Service, Sommeliers, Einkauf) Was du mitbringen solltest: * Unternehmerisches Denken, Hands-on-Mentalität * Stark in Organisati...

...embudos de venta e inteligencia artificial con 8 años de experiencia. Fuerte experiencia en salud y formación, trabajamos también otros nichos. Buscamos un perfil de ejecución que lleve el día a día del embudo, ejecute la implementación y lo optimice bajo nuestra dirección estratégica. Responsabilidades Campañas de pago: lanzar, gestionar y optimizar Meta Ads (prioridad) y Google Ads. Embudo & CRM (Go High Level): crear formularios, landing pages, calendarios y pipelines; activar automatizaciones ya definidas y asegurar el flujo de leads. WhatsApp: conectar el canal y plantillas mediante o BSP similar Medición: dejar funcionando el píxel/eventos y conversiones vía API para atribu...

...focuses entirely on lead generation. The page should look and feel consistent with the rest of the site but speak directly to wholesale and corporate buyers. Core goal Capture qualified leads via a concise embed form. Based on this design No newsletter signup or quote request extras—just the fields above, wired to my Shopify admin (or a CRM endpoint if you prefer to set up an optional integration). What I expect 1. A clean, conversion-oriented layout built with Shopify’s theme editor, Liquid, HTML/CSS and any lightweight JavaScript you need. 2. Compelling headline, sub-copy and call-to-action that make it clear why businesses should leave their details. 3. Mobile-first design and fast loading; please keep images optimised and

...Online & Offline Healing Sessions • Nature & Donation-based initiatives My vision is to scale Meraki Mate to a world-level healing platform, combining spirituality, technology, and conscious business. I am looking for a serious developer or team who can: • Build and manage professionally • Handle full social media branding & automation • Create booking systems, payment integration, CRM • Scale digital presence globally • Support long-term growth & digital strategy Partnership Model: Instead of fixed salary, I am offering: • 30% total revenue share   – 20% for the working development & management team   – 10% reserved strictly for advertising & growth This is a long-term partnership ...

...leadership team can read at a glance When you reply, attach a detailed project proposal that outlines your recommended approach, tech stack or SaaS choice, timeline, milestone breakdown, and any post-launch support you include. If you have prior CRM implementations for medium-sized clients, feel free to reference them briefly so I can see how you solve similar challenges. I’ll review proposals based on how clearly you map the feature set above to tangible deliverables and measurable outcomes. Looking forward to seeing how you would bring this CRM to life. price only:- 20,000...

...incluyendo un portal personalizado y una aplicación móvil. objetivo general: desarrollar una web pública corporativa, un sistema de registro y login con validación manual, un área privada básica donde los miembros puedan visualizar las oportunidades de inversión disponibles, y la integración con nuestro crm. alcance – fase 1: parte pública: * home: página principal con propuesta de valor y llamada a la acción (cta). * Página de solicitud de acceso: Formulario conectado directamente a nuestro CRM. Sistema de usuarios: * Registro de usuario. * Aprobación manual de usuarios por parte del administrador. * Sistema de login seguro. * Funcionalidad de recuperació...

Estamos buscando un especialista experimentado en EspoCRM para la implementación de la Fase 1 de nuestro sistema comercial, diseñado para un Club Privado de Inversión. El objetivo principal de esta primera etapa es establecer la base estructural del CRM para que nuestro equipo comercial pueda gestionar eficazmente los leads. Alcance de la Fase 1: 1. Configuración inicial de EspoCRM. 2. Creación y organización de la base de datos para: * Leads * Contactos * Empresas (si aplica) 3. Definición y configuración de campos personalizados relevantes para el perfil de nuestros inversores. 4. Diseño e implementación de un pipeline comercial con los siguientes estados: * Lead entrante * Co...

...environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party tools we rely on (names and access details will be shared after kickoff). • Audit current sync rules, correct mismatches and pro...

...need a freelance developer who can own that entire journey—everything from the first client meeting to the final hand-off. Project scope • Requirement discovery: lead client meetings, interview stakeholders and join our internal team discussions to turn loose business goals into a clear functional spec. • Solution design & build: configure standard apps and craft custom modules across Sales, CRM, Inventory, Manufacturing, HR, Payroll and any other core or community module the client needs. Clean, well-commented code is a must. • Testing & training: prepare test scripts, run UAT with the client, fix issues, and create concise user documentation. • Deployment & support: migrate data, move to production, monitor the first weeks in servi...

...es claro: el bot debe poder programar citas y, una vez confirmadas, lanzar recordatorios mediante notificaciones dentro de nuestra app. Para reservar, tiene que solicitar de forma natural el nombre del paciente, la fecha y hora preferida y el tipo de tratamiento que desea. Con esos datos, validará disponibilidad en nuestro calendario (puedo facilitar la API) y dejará la cita registrada en nuestro CRM. Quiero un motor de NLP en español—Dialogflow, GPT-4, Rasa u otro equivalente—capaz de entender dudas frecuentes y reconducir siempre a la conversión. La velocidad de desarrollo es prioritaria, pero sin comprometer la estabilidad ni la posibilidad de escalar a nuevos canales en el futuro. Entregarás: • Chatbot totalmente funcional...

...es claro: el bot debe poder programar citas y, una vez confirmadas, lanzar recordatorios mediante notificaciones dentro de nuestra app. Para reservar, tiene que solicitar de forma natural el nombre del paciente, la fecha y hora preferida y el tipo de tratamiento que desea. Con esos datos, validará disponibilidad en nuestro calendario (puedo facilitar la API) y dejará la cita registrada en nuestro CRM. Quiero un motor de NLP en español—Dialogflow, GPT-4, Rasa u otro equivalente—capaz de entender dudas frecuentes y reconducir siempre a la conversión. La velocidad de desarrollo es prioritaria, pero sin comprometer la estabilidad ni la posibilidad de escalar a nuevos canales en el futuro. Entregarás: • Chatbot totalmente funcional...

...public-facing site and an internal workflow hub. The solution should include: • Public website connected to a searchable university database. • Student portal for application tracking and secure document upload/management. • Staff CRM featuring a student-management dashboard, task management, document control, and automated email/SMS notifications. Laravel or Django on the back end and React or Vue on the front end suit us best, with PostgreSQL or MySQL beneath. Clean RESTful APIs for third-party email/SMS services are essential. Show me links to CRM or portal projects you have delivered, outline the stack you’d use, and provide a realistic schedule and cost breakdown. My goal is a reliable, long-term collaboration that produces a polished, ma...

...engagement. Influencer & Partnership Outreach: Identify and collaborate with micro-influencers and sports enthusiasts to promote AlgoTipp. User Acquisition & Growth Marketing: Run campaigns (organic and paid) aimed at increasing followers, users, and email sign-ups. Analytics & Reporting: Monitor marketing performance, track KPIs, and suggest improvements based on data insights. Email Marketing & CRM (if needed): Assist in building email campaigns and managing basic customer communication workflows....

...when applicable • Update call outcomes and notes accurately • Maintain a professional and friendly phone manner Requirements: • Previous experience in cold calling or sales (preferred) • Strong English communication skills • Confident, persuasive, and resilient personality • Reliable internet connection and quiet calling environment • Ability to handle objections professionally • Familiarity with CRM tools is a plus What We Offer: • Competitive hourly rate + performance-based incentives • Flexible working hours • Ongoing work for high performers • Training, scripts, and call guidance provided • Opportunity to grow into a long-term role To Apply: Please include: • Your relevant experience in cold calling or s...

Our Odoo 17 stack already covers Sales & CRM, Accounting, Field Service / Planning and POS, yet several everyday processes still feel manual and disjointed. I now want to push the platform further so that: • Sales & CRM, Accounting and Finance all share one set of real-time, drill-down dashboards for financial reporting and analysis. • Field Service schedules update automatically when orders close, with planners seeing capacity and route suggestions at a glance. • Repetitive back-office tasks—think invoice reminders, order confirmations, stock alerts—run hands-free through server actions or scheduled jobs. • Custom reports (both tabular and graphical) can be generated in two clicks, exported to Excel/PDF, and saved as favourites ...

...nuestra base de datos, transformando información técnica en leads cualificados para nuestro equipo comercial y de proyectos. Funciones principales • Gestión de Alertas: Creación y monitorización diaria de alertas en Construdatos. • Investigación y Clasificación: Análisis crítico de proyectos y obras para identificar el encaje con los servicios de Carpintek. • Data Entry & CRM: Registro, actualización y segmentación de leads en el CRM de la compañía. • Apoyo Estratégico y Comunicación: Soporte al área de Comercial en la prospección de proyectos de gran envergadura. Requisitos del perfil • Perfil Freelance: Estar dado de alta en ...

...OpenAI or Claude for the conversational logic. Data should flow smoothly between the workflow, my CRM, and any outreach channels we decide to activate (email, social media, or on-site chat are all on the table). Although customer support and survey use-cases are not the priority right now, I want the structure to remain flexible enough to add them later without rebuilding everything from scratch. Deliverables: • A ready-to-import n8n workflow file (.json) that handles lead capture, enrichment, AI qualification, and multi-step follow-up • Clear environment and API key setup instructions • Brief video or written walkthrough showing how to extend or modify the flow I’ll provide access to the CRM sandbox and any third-party APIs when we kick off....

...the way to negotiating terms and signing the client. The offer you’ll be taking to market is simple: we source, vet, and deliver top tech talent for companies in technology, finance, and healthcare, whether they’re a 20-person start-up or an enterprise with thousands on the payroll. Here’s what success looks like on my side: a healthy pipeline you’ve built yourself, regular updates logged in the CRM (HubSpot or a comparable tool), and closed deals that translate into invoice-ready contracts. Because the role is 100 % commission, the earning potential scales directly with the volume and value of the clients you bring on board; I’m happy to outline tiered percentages for new logos, renewals, and upsells during our kickoff call. Typical tasks you&rsqu...

...Messaging frameworks and talking points that address typical parent concerns—academic quality, safety, extracurriculars, tuition value • Recommendations for partnerships with community organizations, local businesses, and parent groups to extend our reach • An activation checklist covering signage, on-site engagement tactics, lead-capture methods, and post-event follow-ups through our existing CRM • KPIs to track awareness, attendance, inquiries, and conversion to application, with suggested reporting cadence While the main focus is community events, feel free to weave in complementary touchpoints—such as a follow-up email series or social snippets promoting each event—if they strengthen the overall funnel. I will provide historical enroll...

I’m looking to expand and stabilise our current Odoo environment. The immediate priority is to roll out the Sales, CRM, HRMS and Projects modules and make a handful of minor tweaks—think custom views, adjusted workflows and a couple of tailored reports—so the teams can hit the ground running without changing their day-to-day habits. Once those pieces are in place, I’d like you to stay involved on a retainer-style basis, keeping the server healthy with routine maintenance, upgrades and quick bug fixes. If you’re comfortable working with Odoo Studio, Python, XML and the usual Odoo toolkit, this should feel straightforward. Deliverables • Fully configured Sales, CRM and Projects modules ready for production • Minor customisations...

...missing are the conversations you’ll ignite. Timing is critical, so the campaign must kick off ASAP and start feeding my pipeline within the first week. Deliverables • Channel playbooks: brief outlines for email, social, and call scripts before launch. • Minimum ten marketing-qualified leads per week—decision makers who have confirmed budget, timeline, and interest in mobile app development. • Weekly CRM report summarising outreach volume, open rates, booked calls, and next actions. A lead is considered accepted when a discovery call is booked on my calendar and the prospect attends. Commission is paid per qualified, attended call and scales when deals close; details are ready to discuss once we connect. If multichannel prospecting and rapid executio...

...Wix CMS and simultaneously sent to the Google Gemini API. Dynamic Update: The JSON response from Gemini will dynamically replace specific text elements on the result page, presenting the user with their customized course plan. Collaboration: We will provide the specific Prompts, API Model settings, and other technical details after we start the collaboration. 3. Integrations: CRM Tagging: Auto-tag users in Wix CRM (e.g., "seeking_direction"). [Add-on] Sync data to Google Sheets or firebase (Scheduled or Real-time). Quote separately. [Add-on] SendGrid Email: Use SendGrid API to send the result email. Quote separately. 4. Technical Requirements: Proficient in Wix Velo (JavaScript). Experience with Google Gemini API & JSON parsing. Ability to manipula...

...commission-based initially, with potential for long-term collaboration and revenue sharing. Responsibilities Prospect and generate B2B leads (mid-size companies & enterprises) Conduct sales calls and presentations Understand client pain points and map them to our solution Build and manage a structured sales pipeline Negotiate pricing and terms Close deals and assist with contract finalization Maintain CRM and deal tracking Compensation Structure We will Discuss! Ideal Candidate Profile We are looking for someone who: Has 2–6 years of experience in B2B SaaS / IT sales Has closed high-value deals Understands enterprise sales cycles Is comfortable speaking with CXOs / founders / decision-makers Has strong communication and negotiation skills Can work independently...

...agency and I want a polished invoice template that works seamlessly in both Microsoft Excel and Google Sheets. Once complete, I should be able to copy-paste raw data straight from our CRM (sample tabs provided) and have the invoice populate instantly without touching any formulas. Key functions I need baked in: • Auto-formatting so the file always prints cleanly in landscape, no matter how many service lines we add. • Dynamic column handling—if I insert extra columns the header must stay intact, and I can hide or show selected columns with a single click. • A dedicated import zone that matches the CRM export fields, ensuring data drops into the correct spots every time. Design requirements: • Custom template styling that reflects our bra...

...the conversations you’ll ignite. Timing is critical, so the campaign must kick off ASAP and start feeding my pipeline within the first week. Deliverables • Channel playbooks: brief outlines for email, social, and call scripts before launch. • Minimum ten marketing-qualified leads per week—decision makers who have confirmed budget, timeline, and interest in mobile app development. • Weekly CRM report summarising outreach volume, open rates, booked calls, and next actions. A lead is considered accepted when a discovery call is booked on my calendar and the prospect attends. Commission is paid per qualified, attended call and scales when deals close; details are ready to discuss once we connect. If multichannel prospecting and rapid executio...

... Engage with gatekeepers confidently to reach decision-makers. Offer free platform upgrades or trials that showcase top-tier online business solutions. Follow a structured script to handle objections and schedule email follow-ups. Capture lead information and provide feedback to management. Compensation & Tools: Base pay: $2/hour Commission: $150–$500 per closed deal Provided dialer and CRM to manage calls and leads Apply only if you accept this salary structure What We’re Looking For: Strong verbal communication skills and confident phone presence Experience in B2B sales or telemarketing preferred Ability to follow a script while keeping a natural, personable tone Persistence and creativity in navigating gatekeepers to reach business owners Goal-or...

... Engage with gatekeepers confidently to reach decision-makers. Offer free platform upgrades or trials that showcase top-tier online business solutions. Follow a structured script to handle objections and schedule email follow-ups. Capture lead information and provide feedback to management. Compensation & Tools: Base pay: $2/hour Commission: $150–$500 per closed deal Provided dialer and CRM to manage calls and leads Apply only if you accept this salary structure What We’re Looking For: Strong verbal communication skills and confident phone presence Experience in B2B sales or telemarketing preferred Ability to follow a script while keeping a natural, personable tone Persistence and creativity in navigating gatekeepers to reach business owners Goal-or...

...interest with brief follow-up calls or emails, and finally scheduling a discovery meeting in my calendar. I’ll provide a product brief, a sample call script, and access to our cloud CRM so every interaction is logged and trackable. Experience with cold calling, CRM tools (HubSpot, Zoho, or similar), and clear spoken English is essential. Deliverables • 40–50 qualified importer leads per week, entered in the CRM • Call notes and status for each lead • Confirmed calendar appointments with decision makers in Europe and Australia I measure success by the number of vetted appointments kept and the completeness of CRM data, so accuracy and persistence matter as much as phone skills. If you’ve previously set meetings with...

...interest with brief follow-up calls or emails, and finally scheduling a discovery meeting in my calendar. I’ll provide a product brief, a sample call script, and access to our cloud CRM so every interaction is logged and trackable. Experience with cold calling, CRM tools (HubSpot, Zoho, or similar), and clear spoken English is essential. Deliverables • 40–50 qualified importer leads per week, entered in the CRM • Call notes and status for each lead • Confirmed calendar appointments with decision makers in Europe and Australia I measure success by the number of vetted appointments kept and the completeness of CRM data, so accuracy and persistence matter as much as phone skills. If you’ve previously set meetings with...

Project Overview: We are looking for a PHP Developer to update and refine internal custom-built CRM. The system belongs to a US-based medium-sized business operating in the insurance services and claims processing sector. The CRM is currently in production and is used for client management, lead tracking, reporting, and discount calculations. Tech Stack & Project State: - Legacy Procedural Monolith, No modern frameworks! - Environment: PHP 7, MySQL (using mysqli_ extensions) - Structure: Spaghetti code (mixed HTML, PHP, and JS inside .php files). - jquery Crucial: The developer must be comfortable navigating and refactoring undocumented legacy code without breaking existing production functionality. Scope of Work: 1. Client Profile Enhancements Expand the client profil...

...Documentación API MÓDULO 1 - Usuarios y Seguridad Roles jerárquicos completos Permisos granulares Logs BEFORE/AFTER Sesión única Auditoría exportable Panel de administración MÓDULO 2 - Inventario Productos con identidad única Matriz de 6 precios Stock negativo controlado Movimientos completos Transferencias Categorías jerárquicas Proveedores y compras Códigos de barras Galería de imágenes MÓDULO 3 - CRM Registro completo clientes Historial completo Score interno A/B/C/D Listas negra/blanca Segmentaciones MÓDULO 4 - Créditos Expediente multimedia Geolocalización Solicitud con checklist Evaluación crediticia Motor de amortización Refinanciamien...

...daily operations and project delivery. Scope of work • Build the workspace architecture—Spaces, Folders and Lists that map cleanly to our business processes. • Configure task assignments, custom workflows and rule-based automations so recurring tasks run hands-free. • Enable project management views by setting up Timeline, Gantt and dependency tracking. • Connect ClickUp with our RedTail CRM (native option or Zapier/Integromat—whichever delivers the most reliable two-way sync). • Deliver two live training sessions (recorded for later reference) that walk the team through best-practice usage, dashboards and reporting. • Provide light, on-call support during our first month of adoption to answer questions and help us fine-tune....

...Wix CMS and simultaneously sent to the Google Gemini API. Dynamic Update: The JSON response from Gemini will dynamically replace specific text elements on the result page, presenting the user with their customized course plan. Collaboration: We will provide the specific Prompts, API Model settings, and other technical details after we start the collaboration. 3. Integrations: CRM Tagging: Auto-tag users in Wix CRM (e.g., "seeking_direction"). [Add-on] Sync data to Google Sheets or firebase (Scheduled or Real-time). Quote separately. [Add-on] SendGrid Email: Use SendGrid API to send the result email. Quote separately. 4. Technical Requirements: Proficient in Wix Velo (JavaScript). Experience with Google Gemini API & JSON parsing. Ability to manipula...

...ManyChat para montar y optimizar automatizaciones en Instagram DM y WhatsApp orientadas a captar, cualificar y agendar leads (y derivar a humano cuando toque). Quiero un sistema ordenado, escalable y documentado, con integraciones (Sheets/CRM vía Make o Zapier) y métricas básicas. 1. Entregables clave: - Arquitectura: tags, custom fields, segmentos y reglas. - Flujos IG + WhatsApp: bienvenida, cualificación, FAQ, agendamiento, seguimiento, handoff a humano. - WhatsApp: templates + buenas prácticas (opt-in/compliance). - Integraciones: Google Sheets / CRM + envío de eventos/datos. - QA + documentación + video Loom explicando cómo operarlo. 2. Para postular (obligatorio) - 2–3 ejemplos reales (capturas o Loom)...

...presents our childcare services and converts visitors into enrolled families. Here’s what the site must do: • Present detailed program descriptions for each age group, complete with photos or short video clips. • Showcase our facility highlights in an engaging gallery or virtual-tour style layout. • Offer parents an online enrolment and booking form that feeds directly to our admin inbox (or a CRM you recommend). • Provide a dedicated “Parent Resources” area where families can download handbooks, menus, policies, and other PDFs. The build should be responsive, SEO-friendly, and simple for our staff to update—ideally using a page-builder such as Elementor or Gutenberg blocks. I’ll supply brand colours, logos, and initial ...

...Name (or the public display name) • City • State • Direct link to the Instagram profile Please skip anyone who looks inactive, spammy, or clearly headquartered outside the United States. A quick scroll through their feed should confirm they are taking clients and posting new work regularly. Drop everything into a clean Google Sheet or Excel file so I can filter and import straight into my CRM. If you already use tools like IG search operators, Creator Studio, or simple scraping extensions, feel free, but manual verification is essential; quality over volume matters here. I’ll review the sheet within 24 hours of delivery and sign off once every entry meets the “posted this month” rule and all four columns are complete. Salary: $2-3 pe...

...program that also pays the business a monthly commission. The primary focus is salons and spas, bars, liquor stores, and grocery stores, but you’ll also come across laundromats, hotels, pharmacies and other high-traffic venues that fit our model—feel free to pursue them when it makes sense. You’ll be provided with new business listings to call, a brief pitch, qualifying questions, and a simple CRM submission form to capture each prospects contact name, business name, best phone number, address and email. I expect you to work from your own calling setup (soft-phone or VoIP is fine) and to update the lead submission sheet in real time so I can follow up immediately after your shift. A successful day means consistent activity, clear records, and a steady flow of...

...This system will replace an 18-year-old legacy database and must reflect our current operational complexity, including: Legal DNA testing Government agency cases Immigration DNA testing (including international coordination) Distributed inventory management Document control and compliance Communication tracking and follow-up workflows This is a ground-up custom system. We are not seeking CRM customisation or template-based solutions. A detailed functional specification is being finalised and will be provided to shortlisted developers. Business Context Our company manages DNA testing cases involving: Multiple participants (e.g., father, mother, child) Different collection locations (domestic clinics, prisons, overseas embassies) Legally binding documentation Governme...