Help crmpekerjaan

Need a subform in Contacts Module to be Sort by one column

Currently when you go to the projects section of perfex crm, the projects appear directly (screenshot attached). It is true that you can filter them by tags, but this is not the methodology I would like to use. I would like to create a module which allows me to sort them by folders, something similar to what perfex crm has in the utilities section, multimedia, or as any operating system has when creating folders, subfolders... And that therefore the projects you can put them in folders or subfolders (as if they were an object). Evidently the tasks that are assigned to you or the projects, they have to continue sending notifications to you through the bell and the email as at the moment.

Necesito aplicación web para gestión de clientes y pedidos (No Crm) sencillo

I am looking for a Marketing Assistant to join my team and help me with various marketing tasks across three subbrands of a Wellness Brand. The ideal candidate should have experience in email marketing, SEO, as well as understanding lead generation, landing pages and google ads. You should have an understanding of CRM's, webpage management (Wordpress) and using tech products such as Zapier, Mailchimp and Hubspot (training can be given but tech minded person required) Tasks: - Website management- SEO optimization, design, copy and content updates, creating pages on websites. managing blog - Email marketing: The Marketing Assistant will be responsible for creating and sending email campaigns to potential customers. - Website Target audience: - Potential customers: The email...

Apoyo en Tareas Operacionales y Administrativas: Asistir en la gestión diaria operacional, incluyendo la coordinación de agendas, manejo de correspondencia, y seguimiento de tareas críticas para liberar tiempo de la dueña para enfocarse en actividades de alto valor. Implementar y supervisar sistemas de gestión de proyectos y CRM para optimizar el flujo de trabajo, la comunicación interna y el seguimiento de interacciones con clientes y socios. Optimización de la Presencia en Línea y Contenido Digital: Supervisar la actualización y mantenimiento del sitio web de la empresa, asegurando que el contenido sea relevante, atractivo y optimizado para SEO, para mejorar la visibilidad en línea y atraer a una audiencia m&...

...application. This is a robust Customer Relationship Management (CRM) tool targeted at small and medium businesses. Key responsibilities: - Analyze and understand the CRM features of the application, primarily contact management and sales forecasting. - Create a company description - Perform SWOT and strategic analysis. - Analyze prospective customers, understand their needs, and how the application can meet them. - Develop a comprehensive, tailored marketing plan targeting small and medium businesses. - Conduct a financial forecast, and perform industry and competitive analysis. The ideal candidate should have: - Proven experience in business and marketing plan development specifically for SAAS applications. - Deep understanding of CRM systems targeted for smal...

I've set everything correctly but i still can't get the name,email and address for the Stripe Payment Page. You won't be making the work from scratch. I'm just looking for someone to help with where I'm stuck. Fast and easy money.. $50 Maximum Budget!

I'm embarking on an exciting project to bring to life an enchanting story about the adventures and bond between mother and child (small bird), aimed particularly at children in the elementary school age group (ages 6-8). To achieve this, I am seeking a talented illustrator who can weave magic with their skills in realistic art. Key Requirements: - Strong portfolio showcasing expertise in realistic illustration, especially of animals and natural scenes. - Ability to capture emotive expressions and movements that resonate with young children. - Experience in children's book illustration would be highly advantageous, particularly for the 6-8 age group. - Capability to work collaboratively to bring the story's vision to life, adhering to feedback and project timelines. What I...

Seeking a talented and creative logo designer to craft a unique and captivating logo for our CRM platform, CRMASTER. This CRM specializes in managing leads within a GPS platform, and our logo needs to reflect the innovative and navigational aspects of our service. Ideal Skills and Experience: - Proficiency in graphic design software (e.g., Adobe Illustrator) - Experience in logo and branding design - Portfolio showcasing previous logo designs - Ability to incorporate feedback and revisions promptly - Good communication skills to understand and align with our vision Requirements: - Develop a logo that represents the concept of lead management, CRM, and GPS navigation - The design should be modern, clean, and easily recognizable - Though not specified, incorporating co...

Hi Thilaga - I'm looking for assistance resetting fields on a PowerApps linked Sharepoint Form. Would you be able to offer guidance? A button, when clicked, should set three yesno fields back to no, and blank out three date and text fields. If you're willing to help we can either zoom or I can send you a screenshot of what I'm trying to do.

Project Description: Existing website: Reference Website: KEY POINTS* Already have a website () and need to update a website like Luxalgo, mainly the animation, graphics, and UI. We need to inte... Reference Website: KEY POINTS* Already have a website () and need to update a website like Luxalgo, mainly the animation, graphics, and UI. We need to integrate affiliate software from idevdirec (through WordPress plugins). We need to integrate payment gateway ( Stripe and other UPIs) Want to integrate Salesforce CRM( optional)? Technology : wordpress* Project Timeline : 15 working days (Saturday and Sunday off) Project cost : 16k INR

I am seeking an PHP developer to add a small printing ( Lablel ) module in our existing CRM, Cloud OneX,

...personalized emails targeted at small business owners - Utilizing creative strategies to convert prospects into clients. Ideal Skills: - Proficient in telephone etiquette coupled with excellent oral communication skills. - Previous experience in cold calling and email marketing is a must. - Able to engage with a variety of clientele while maintaining professionalism and enthusiasm. - Knowledge of CRM and data tracking systems. - Proven track record in lead generation for Small to Medium Businesses. Take your career to the next level and get the chance to work closely with our ambitious team. Countless small businesses across the nation are waiting for you to show them what we have to offer. If you're ready to transform these businesses while aiding in our goals to broaden...

... **Weekly Hours**: - The position demands a commitment of 20-40 hours per week. Flexibility within this range is preferable to accommodate varying workloads. **Skills and Experience**: - Exceptional communication skills, both written and verbal, are a must. - Prior experience in customer support, especially in a role that includes handling inquiries and resolving complaints. - Familiarity with CRM software and live chat tools would be beneficial. - Ability to maintain patience and politeness even under stressful situations. - Strong problem-solving skills and the initiative to go above and beyond for customers. This role is crucial for maintaining our company's dedication to outstanding customer service. We're looking for someone who is not only skilled in the require...

...preparation of PowerPoint presentations for offline seminars. -Managing marketing tasks, specifically focusing on Google My Business. - Undertake active client communication, ensuring all inquiries and follow-ups are handled promptly and professionally. - Execute effective email campaigns to nurture leads and maintain engagement with our client base. - Maintain and input relevant data into COMPASS CRM, ensuring accuracy and accessibility of information. **Weekly Hours:** - The role requires a commitment of 10-20 hours per week. **Key Skills and Experience:** -Mandarin and Chinese speaking and fluent in English - comfortable adapting to new software as needed. - Strong background in real estate, with a deep understanding of market trends and property valuation. - Excellent commu...

i am hoping you could tutor me a tiny bit i am having so many issues with my crm i am building for myself. I do not want you to build it. But just teach me a bt because im learning airtable myself. I am having trouble with relaitionships. my goal is that in my sales pipeline, whenever i win a lead it will go into the won lead page or if i do not win a lead it will go into the lost leads. this way my sales pipeline doesnt get all messy. im working on organizing my leads within the Kanban

I'm in need of a meticulous and efficient person or team to assist me with packing multiple rooms of my home into moving boxes. This task will require careful handling and strategic packing to ensure all items are securely packed and ready for transport. Ideal Skills and Experience: - Prior experience in professional packing or moving services - Strong organizational skills for efficient packing - Ability to handle delicate items with care - Experience in maximizing space within boxes to ensure safe transport - Capable of working efficiently to meet a deadline Job Details: - All moving boxes will be provided, so there's no need for additional packing supplies. - The project involves packing items from multiple rooms, including the kitchen, living room, and bedrooms. - You sho...

I'm in desperate need of an adept freelancer to create a telecalling app exclusively for Android. This app should have one integral main feature: - Must fully integrate with my current CRM software, Salesforce. The ideal candidate for this project would be someone with prior experience in both Android app development and Salesforce integration. Your portfolio or any preliminary work you can showcase relating to these areas will significantly expedite the decision-making process. I'm looking forward to our collaboration.

I am searching for a skilled developer with significant experience in Hatch CRM integrations. The main aim of this project is to enhance lead management by seamlessly connecting our online quote system, Roofle, hosted on Squarespace to our Hatch CRM through the API. The successful integration will ensure our sales team can manage leads more effectively, improving overall productivity. **Requirements for the Freelancer:** - Strong knowledge in API integration and handling. - Ability to implement a reliable and secure connection between the quote system and the CRM. **Project Goals:** - Streamline the process of capturing leads from the online quote system directly into Hatch CRM. - Ensure the integration supports real-time data synchronization to facilitate b...

Requiero diseñar y construir sitio web utilizando BUILDERALL (1 página inicio, 6 de captación y 6 de agradecimiento), construir embudo de ventas, configuración de pago de Builderall, optimización SEO, Integración con redes sociales, integración del dominio, habilitar campañas de correo electrónico y su automatización, habiliatar espacio para creación de blogs, Adquisición y gestión de leads, habilitar CRM en builderall. Se requiere experiencia demostrable (sites implementados con Builderall)

I need some assistance in customization on my Zoho CRM, particularly in the areas of workflow automation and email templates. The focus would primarily be on emails and calendar integration within the system. Requirements: - Strong knowledge and experience in Zoho CRM - Expertise in CRM workflow automation, specifically for email and calendar functionalities The ideal person for this job should be efficient and skilled in creating seamless workflow processes within Zoho CRM, with the capability of integrating the email and calendar for a smoother operation. Your task would be to effectively automate emails and calendar features to fine-tune our CRM capabilities.

...with precision. **Key Requirements:** - **Odoo 17 Enterprise Edition Setup:** Expert installation of the Odoo 17 Enterprise Edition on Ubuntu Linux server 22.04. Knowledge of potential pitfalls and best practices for this specific setup is crucial. - **Module Installation and Configuration:** Need proficient installation and fine-tuning of key modules including Accounting & Finance, Sales & CRM, and Inventory & MRP. Familiarity with these modules and the ability to optimize them for business operations is essential. - **Database Migration:** There is an existing database that needs to be accurately migrated to the new Odoo 17 installation. Experience in database migration, especially to Odoo systems, is a must. The ability to ensure data integrity and minimal do...

Hello, I need an agent to hep me to find good manufacturers and best price for goods, I already have somebody to ship the goods from China. Thank you.

I urgently require a savvy Instagram expert to address a pressing issue – my account is being spoofed, and it's affecting my follower count. - **Main Goal**: Implement measures to prevent altering the visual representation of my followers count. This spoofing issue presents with erratic loss and gains, not reflective of genuine follower interactions. - **Challenges**: - Addressing follower count discrepancies - Preventing unauthorized spoofing activities - **Skills Needed**: - Proficiency in Instagram's security features - Experience with social media analytics - Understanding of Instagram's algorithm regarding follower engagement - Strong problem-solving abilities related to social media issues - **Expected Outcomes**: A restored and secure Instagram ...

More details: Do you have any previous experience with dropshipping or running an online business? No, I don't have any experience but I'm willing to learn Which industry or product niche are you interested in focusing on for your dropshipping business? anything can be Do you have any specific goals or targets you want to achieve with your dropshipping business (e.g. monthly sales targets, customer acquisition goals)? Yes, I have specific goals in mind

Are you a meticulous individual with a keen eye for detail? Do you have experience in manual data entry and ensuring data accuracy? If so, we have a project for you. Responsibilities: - manual data entry tasks into the CRM system. - verify the accuracy of data migration from one system to another. - ensure data integrity and completeness. The main goal is to transition the data without losing its integrity and usability. I eager to set to work with someone who can handle this project efficiently.

Please find the job details as below 1. Install perfex CRM With Saas setup 2. Setup SSL for each new subdomains created by new registration of client on Prefex CRM SAAS signup page. 3. Replace WordPress theme with the landing page of Perfex Saas default landing page. 4. Change header, sidebar and navigation CSS style. I will share the reference design 5. Add content on WordPress theme based on a reference website. We can use Ai tools to change the text/content

We are seeking a highly skilled Go High Level CRM Expert to join our team and take our CRM to the next level. The ideal candidate will be proficient in all features of Go High Level, with the ability to build, optimize, and edit CRM systems, sales funnels, and websites without requiring any training. This role demands a deep understanding of digital marketing strategies and the expertise to leverage Go High Level's comprehensive features to drive business growth. Your role will focus on enhancing our existing Go High Level CRM, specifically improving automations, segmentation, and lead management, and integrating new tools to elevate system efficiency and support our business growth. Responsibilities: Design and implement effective CRM strategies...

...estrategias que apoyen el desarrollo de negocio. Requisitos: Experiencia previa en ventas B2B o desarrollo de negocio, preferentemente en el sector del CBD o industrias relacionadas. Fuertes habilidades de comunicación y negociación. Capacidad para trabajar de forma independiente y como parte de un equipo. Orientado a resultados, con un enfoque en alcanzar y superar objetivos de ventas. Familiaridad con CRM y plataformas de ventas. Excelente manejo del tiempo y habilidades organizativas. Ofrecemos: Estructura de comisión competitiva sin límite de ganancias. Flexibilidad de horario y ubicación. Oportunidad de crecer profesionalmente en una industria en rápida expansión. Soporte y formación sobre nuestros productos y el mer...

I'm in need of a highly knowledgeable developer to create a Customer Relationship Management (CRM) software with a specific emphasis on lead tracking. This CRM should include but not limited to: - Lead Scoring: As part of its lead tracking capabilities, the CRM should offer a feature for lead scoring. This system should evaluate and rank leads based on their potential value, thereby driving my engagement strategies. - In-app Reminders: On top of that, I need in-app reminders to ensure no lead falls through the cracks. This will help me stay organized and on top of the sales process. The ideal freelancer for this project is experienced in CRM development, understands the dynamics of sales and lead management, and is able to create intuitive, user-f...

I'm searching for a specialist inAI lead generation to help me attract seller leads for my real estate business in Australia. With your expertise, we will engage potential sellers through phone calls, email marketing, and social media outreach, to expand my listings. Responsibilities: - Develop a strategy to generate seller leads with AI software - Implement outreach via phone, email, and social media - Collect information on property type, location, and seller motivation Ideal Skills: - Lead generation experience in real estate - Proficiency in CRM software - Strong communication skills for phone and email outreach - Social media marketing expertise - Knowledge of the real estate market trends Experience: - Prior successful lead generation campaigns for real estate ...

...expert API developer to create a solution that flawlessly integrates with our enterprise systems, enhancing our CRM and ERP's automation capabilities. Here's what the project involves: - Developing an API with real-time streaming functionalities to interact with our CRM and ERP systems. - Ensuring robust process automation to streamline our workflows and increase operational efficiency. - Incorporating best practices for security, scalability, and maintainability of the API. - Facilitating smooth data flow between systems without disruption or data loss. Ideal Candidate Should Have: - Proficient in API development, with a focus on real-time data services. - Experience with CRM and ERP integration (specific platforms to be disclosed). - Strong background ...

I'm seeking an experienced developer or development team to create a tailored Customer Relationship Management (CRM) system that enhances our ability to maintain contact relationships and track sales efficiently. Here's what I'm envisioning: Key Features: - Contact Management: A system to organize and manage contact information, client history, and interactions dynamically. - Sales Tracking: Capabilities to monitor sales progress, deals, and pipelines, providing insights into performance metrics. Platform Compatibility & Accessibility: - The CRM must be fully functional and user-friendly on all web-based platforms, allowing my team to access the system from various devices. User Access & Security: - The system should include multi-level user access w...

Szukamy osoby/firmy, a którą nawiążemy stałą współpracę przy szkoleniach i wdrożeniu zoho one, w szczególności campaigns oraz crm. Proszę o ofertę.

Job Title: Experienced Full-Stack Developer for Comprehensive CRM Development (Three Phases) Description: We are seeking an experienced Full-Stack Developer with a strong background in CRM system development, API integrations, and payment gateways. The project encompasses three phases aimed at enhancing, optimizing, and expanding our CRM system. The ideal candidate will possess the necessary expertise to execute each phase effectively. Required Experience: The successful freelancer must have expertise in the following areas: Laravel and React.js: Proficiency in Laravel for API development and React.js for the frontend is essential. API Integrations: Demonstrated experience in integrating various APIs, including but not limited to Google Cloud API, meta API, payme...

...agency with expertise in SaaS and Golang, ready to take on an exciting project. We are planning to create a CRM similar to the one found here: Should be modular and microservices based architecture. Code quality would be tested during and after development. Proper webservices and API layer (if required architecture can be provided or improvised) Key features required include: - Customer management - Lead tracking and conversion - Task management Our CRM also needs to have specific integrations with: - Google Apps - Microsoft LDAP - Office 365 - A Chatbot app - Zapier In terms of design, I'd like a professional and corporate look and feel for the CRM. Your team should have a keen sense for detail and a proven track record in creating intuitive UI/UX desi...

I would like to update roughly 2000 contacts with work email address. I have name and LinkedIn URLs available. Mass upload to CRM for marketing activities

I need some miscellaneous C++ help and support using C++ with VS2019. If reading this post, please note I have to give preference to a person who already has a copy of VS2019 installed. If/when you place a bid, please mention if you have VS2019! If your message indicates that you have VS2019 I promise to respond fast to you! Only bids of $30 or less will be considered. The work difficulty level is not very great.

HP Envy x360 boot messed up. Need to reload OS. Need someone to help with reloading Windows 11 Home

I'm looking to build a sleek, corporate-esque website tailored for selling professional web scraping services. Here's what I need: - A sleek, professional, and corporate-style design to appeal to business clients. - No integration with CRM systems is required at this stage. - Capability to process payments via Credit Card, PayPal, and cryptocurrency. Ideal Skills for the Job: - Proficiency in web design with a portfolio demonstrating corporate website work. - Experience with eCommerce platforms and secure payment gateway integration. - Knowledge of cryptocurrencies payment systems is a plus. - Good understanding of UX to ensure a smooth transactional process for clients. I'm excited to see your proposals and previous work that align with the vision for my website!...

I'm seeking an experienced Airtable expert to assist with organizing my data effectively. For a SALES CRM Pipeline. I am almost done but i am having serious issues with Data relaitionships. I need someone who can teach me really quick how to do it [Removed by Admin] Thanks

...seeking a skilled freelancer to create a robust email distribution portal powered by SendGrid. This system should seamlessly sync with a CRM platform to manage our growing list of subscribers. Requirements: - Expertise in API integrations, especially with SendGrid and Azure. - Experience in CRM and subscriber list management. - Proficient in creating secure, user-friendly web interfaces. - Strong understanding of handling large email distributions. - Expertise in IaC in Azure is a plus. - Expertise in writing code in Serverless fashion is a plus. Key Tasks: - Implement SendGrid API for email sending/reviving capabilities. - Develop a syncing solution with CRM platform (Salesfroce). - Ensure the system supports subscriber segmentation and targeted campaigns. - Inte...

...those with strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients What We Offer • Support & Resources: Whether you join as an Agent or a Partner, you'll receive the necessary tools, promotional materials, and support to succeed. • Training for Agents: Comprehensive training in our Customer Service and CRM systems. • Flexible Earning Potential: With our commission structures, your earning potential grows with your efforts. Ideal Candidate • Strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients • Excellent communication skills. • Motivated, with a dr...

...envision for my website: Purpose: - The website will serve as a comprehensive platform for job seekers and employers, focusing on current employment opportunities and career advice. Integrations: - Incorporate a seamless CRM system integration to manage interactions with site users effectively. Content Focus: - The site will emphasize a user-friendly job search portal, complete with filters, job postings, and valuable resources for job seekers. Skills and Experience Needed: - Proficiency in WordPress web development, with a focus on information architecture. - Experience with CRM integration. - Familiarity with job board plugins or related functionalities. - Strong understanding of SEO and mobile responsiveness. - Capability to create a compelling, navigable user inter...

...support when required - within reason 4) Short term project at least for 3 months but then to longer term is the projected plan. 5) Fixed monthly Budget project of 250AUD 6) Number of hours required a month is 10 - 14 hour maximum. In terms of technical capabilities, the person chosen for this task should be proficient in the following software/tools: - Microsoft Office Suite - Google Suite - CRM software - word and basic website content management software - iCal/Asana/Slack/kanban (one or two, not all are needed for this role) - word/excel - internet searching and research Previous experience in a similar role is a plus. By scheduling and monitoring tasks effectively, you would be instrumental in helping us hit project deadlines more efficiently and organise priority lists....

I need some C++ help using VS2019, regarding a form with a variable number of radio buttons which I need provided.

I'm seeking an experienced developer to create a loyalty and rewards platform aimed at enhancing my customer r...promote its growth organically. **Core Requirements:** - A point-based rewards mechanism. - A robust referral program to encourage users inviting friends. - A system for awarding points when users complete certain tasks. **Ideal Candidate:** - Go High Level Snapshot - Has experience with designing reward systems. - Skilled in gamification strategies. - Proficient in customer relationship management (CRM). - Strong background in e-commerce development. - Knowledgeable in creating secure, scalable platforms. **Objective:** Together, let's build an engaging system that keeps customers coming back, harnesses the power of word-of-mouth, and turns regular users int...

...here's what I need: - **Effective Inventory Management:** - Real-time stock tracking - Alerts for low inventory - Simple restock ordering process - **Customer Relationship Management (CRM) Capabilities:** - Store and manage customer data - Track customer interactions - Generate sales and interaction reports - **User Access Controls:** - Setup for multiple users - Basic user role differentiation (e.g., admin, user) - **Other Requirements:** - Intuitive interface design - Responsive customer support - Scalable architecture for business growth **Skills & Experience:** - Prior inventory/CRM software development - Proficiency in web-based app platforms - Understanding of UX/UI best practices - Knowledge in developing secure multi-user systems...

I'm seeking a skilled freelancer to execute a lead generation strategy targeting luxury businesses for my social media marketing agency, e.g. Yacht businesses. - Platforms & Skills: * Mastery in leveraging Facebook, Instagram, LinkedIn, and Email marketing. * Experience with luxury brand outreach and engagement. * Proficient in CRM tools and lead management practices. - Lead Details: * Collect comprehensive lead information including Name, Email, Phone number, Company name, and Company industry. - Campaign Goals: * The primary objective is to generate leads that can be converted into sales. * Develop strategies that resonate with luxury businesses such as yachts. - Requirements: * Demonstrated success in acquiring high-value leads for marketing agencies. ...

I'm seeking a skilled sales expert to elevate our sales figures for Web hosting services Here's a breakdown of what's ...corporations. **Skills Required**: - Proven sales experience, particularly in service-based industries. - Ability to create persuasive sales pitches tailored to diverse customer segments. - Capability to identify and target potential clients effectively. - Track record of meeting or exceeding sales targets. **Experience**: - Prior success in B2C and B2B sales environments. - Familiarity with CRM software is a plus. I'm looking for someone dynamic and results-driven to join us in skyrocketing our sales for a competitive service offering. If you have the grit and the knack for closing deals, let's collaborate to achieve and surpass our...