Zoho crm macrospekerjaan
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...
...strategies to attract potential clients. Utilize various marketing channels, including email campaigns, social media, and cold calling, to generate leads. Identify and target key decision-makers in potential client organizations. Lead Qualification and Nurturing: Engage with prospects to understand their business needs and qualify leads. Maintain detailed records of prospect interactions in the CRM system. Nurture leads through regular follow-ups and provide relevant information to move them through the sales funnel. Proposal Development: Collaborate with the technical team to develop tailored proposals that meet client needs. Present proposals to clients, addressing any questions or concerns they may have. Revise proposals based on client feedback and internal reviews. Sales ...
I am in need of a highly skilled developer who can create a chatbot integrated with Zoho Desk for my employees. This chatbot will fulfill the major role of answering common FAQs. Given the type and nature of questions expected, an ideal candidate should: - Have experience in creating chatbots - Show familiarity with Zoho Desk API - Demonstrate ability to create bots that can answer technical support-related questions Understanding of the common issues faced in a technical support environment is a big plus, as the chatbot is intended to be primarily query-based. A well-defined and intelligent bot will not only improve our workflow but also help us resolve employee queries faster. That being said, I'm looking for someone who can deliver a chatbot which can accurately...
...are sent into a private section of the website requiring account registration and verification, before they are allowed to listen to custom selected music in our catalog. The revenue opportunities here will also be royalty generated. The ideal candidate / team would be highly-experienced in managing and optimizing sales pipelines, specifically in lead generation and conversion. Proficiency in CRM platforms, automated marketing techniques, and creating effective call schedules is imperative. This role ultimately aims to drive conversions either via our established sales funnel or through direct phone sales closures. If you/your team have a track record of transforming sales pipelines, we would love to hear how you can help improve ours. __________________________________________...
Looking for a seasoned professional to install Odoo Enterprise in Proxmox. The primary aim of this project is to streamline our operations. Key Project Requirements: - Installation: Install Odoo Enterprise in Proxmox - User Management: Setup and configure the system for less than 10 users - Module Configuration: If needed, configure the system with Odoo modules for Sales and CRM, Inventory and MRP, and Accounting and Finance Ideal Freelancer: - Extensive experience in installing and configuring Odoo Enterprise - Familiarity with Proxmox - Proficiency in setting up user management systems - Experience with Odoo modules is a plus - Ability to adhere to timelines and deliver excellent results
I need a skilled developer to create a custom CRM system for Windows. The CRM should have the following features: - Contact Management: The system should allow me to store, organize, and update contact information. - Sales Tracking: It should help me track sales, sales targets, and performance metrics. - Task Management: The CRM should have a task manager where I can assign tasks and track their progress. Compatibility with Windows is a must. And data security is a priority; the CRM should have role-based access control to ensure only authorized personnel can view and manipulate sensitive data. Ideal skills for this project include experience in Windows software development, CRM system design, and data security management. Strong communication skills ...
Build Scalable, Responsive and Dynamic website, and mobile app (iOS and android): Key requirement from developers: • Looking for a team of qualified developers with knowledge of all the functionalities required for this project ...Creation of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avo...
I am looking for a Zoho Books expert to help with managing my invoices and creating financial reports. Key Tasks: - Creating and Managing Invoices: - You will be responsible for setting up a streamlined process for creating and managing invoices in Zoho Books. - Generating Financial Reports: - I need help creating customized templates for financial reports that I can easily use in the future. Additional Information: - I already have an existing Zoho Books account set up. - The financial reports need to be generated just once, but I would like to have some templates that I can reuse. Ideal Skills and Experience: - Proficient in Zoho Books and its features. - Experience in creating and customizing invoicing and financial reporting templates. - Abilit...
...Marketing and Customer Support Apps with my current CRM. The key functionalities I'm looking to integrate are conversational, SMS and funnel app. Key Responsibilities: - Integrate Email Marketing features like Email Campaigns and Templates seamlessly into the current CRM system. - Integrate Customer Support functionalities to enable efficient Ticket Management within the CRM. The specific apps to be integrated should include: - Chatbot: Implement an interactive chatbot within the CRM to enhance customer engagement and support. - Text Messaging: Enable SMS sending and receiving integrated within the system. - Sales Funnel: Incorporate a sales funnel feature to streamline lead nurturing and sales processes. Ideal Candidate: - Proven track record in C...
...integrate WhatsApp into our existing CRM solution under our B2B product, my customer will setup their whatsapp business account under our platform like wati. This will be used for customer messaging and campaign management. Check our platform and let me know, how should we provide this feature to customers to make their life easy so they can have whatsapp all conversation at one place. Key Features and Functionality: - Ability to create and send WhatsApp messages from our CRM platform - Conversations and message history should be recorded and displayed within individual records on the CRM - Complete tracking and reporting capabilities including message delivery status Specific Requirements: - Integration of WhatsApp Business account with our CRM - Camp...
Debe tener lo siguiente: CRM Multiagente Chats gratuitos ilimitados Contactos ilimitados Historial de chats ilimitado Chatbots Asignación automática de chats Facebook e Instagram (BETA) Integración al instante API WhatsApp send Soporte por WhatsApp
I'm looking for a professional who can help me generate contact information (name, email, and phone) for leads suitable for my direct email marketing campaign. Key Responsibilities: - Develop a robust strate...strategy to identify and collate data from various sources. - Ensure the data is accurate and up-to-date. - Organize and present the data in an Excel spreadsheet format. Ideal Skills: - Experience in sales lead generation. - Proficiency in using data collection tools. - Strong analytical and organization skills. - Knowledge of email marketing best practices. Experience in direct email marketing or a CRM system would be a bonus. The successful candidate will be meticulous and detailed-oriented, with the ability to deliver high-quality, targeted leads to support my mar...
...marketing agency. - **Tools**: The project involves configuring AI with our CRM system, email marketing platform, social media management tool, ChatGPT, Google Workspace, and Notion. - **Processes**: I'm particularly interested in automating lead generation, email campaigns, social media scheduling, customer support, and project management. - **Lead Generation Automation**: For lead generation specifically, I envision the integration of AI through both AI-powered chatbots and automated lead scoring. Ideal skills and experience for this project include a deep understanding of AI technologies, advanced knowledge of the specified tools, and a strong track record in automating marketing processes. A background in CRM systems, email marketing, social media management,...
I'm in need of a lightweight CRM application for managing FTP data transfer on Windows and Mac. The app should be around 1.90 kb in size. Here's what I'm looking for: - **File Transfer Tracking**: The app needs to provide real-time updates on the progress of file transfers. It should also maintain logs of completed transfers and notify me of any failed transfers. - **Contact Management**: A key feature of the CRM should be its ability to manage contacts. I should be able to add, edit, and delete contacts. These contacts should be organized into categories or groups. Additionally, I should be able to search and filter contacts based on specific criteria. - **Activity Logging**: The app should have a feature for activity logging. It should record order history, ...
- Merging Persons Records on a Single Table - Fixing some bugs - Displaying "merge company" interface instead of the expected "merge person" interface - Merging Persons Records on a Single Table - Displaying the listed fields on merge person CRM section - Add a "Date-Added" field to CRM records for FirstPrint project. - Update image on CRM Instruction page for FirstinPrint project - Update the Input field and other Issues in the FirstinPrint project
I am looking to enhance our existing Salesforce Journey Builder wit...(B2C) audience. The successful freelancer should have proven experience in Salesforce CRM integration with Journey Builder. Where possible, the freelancer should: - Enhance the email automation system for effciency - Develop personalized messaging to engage our consumer base - Implement customer journey mapping features to better understand our users’ experiences Skills and Experience needed: - Experience working with Salesforce Journey Builder - Expertise in CRM integration - Understanding of both the email automation processes and personalised messaging - Prior work in customer journey mapping CRM integration: - The freelancer must integrate the Journey Builder enhancements with our exi...
I'm in need of an Excel developer who can aid me in analyzing data, creating advanced formulas and functions, and programming macros. With your expertise, the primary goal is to develop an Excel file that will be used to generate various reports. Ideal Skills and Experiences: - Proficient in Excel data analysis and manipulation - Experienced in creating advanced formulas and functions - Able to implement macro programming - Adept in generating insightful reports from complex data Our goal is to provide you with an exportable dashboard in Excel, a tool that will efficiently display opportunity details per property and provide a dedicated area for your notes. Opportunities that meet the threshold should display the value. The dashboard should be sortable and provide averages a...
I'm in need of a skilled developer to create a Microsoft Outlook plugin that will enable me to upload the email body to my CRM system. or similar
...client criteria. Reach out to potential clients via email, phone calls, and social media to introduce our marketing services. Schedule meetings between qualified leads and our team. Maintain accurate records of leads and interactions in our CRM system. Collaborate with our marketing and sales teams to develop effective lead generation strategies. Requirements: Proven experience in lead generation and appointment setting. Excellent communication and interpersonal skills. Strong research skills and the ability to identify potential clients. Familiarity with CRM software and lead tracking. Self-motivated and able to work independently. Ability to meet targets and deadlines. Experience in the marketing or digital marketing industry is a plus. What We Offer: Competitive salar...
I'm looking for a custom add-on for Perfex CRM. The add-on shall generate a graph that can be filtered by personnel and date. Key requirements include: - Display data: The graph should show the number of opportunities. - Chart style: The preferred style is a line chart. - Filtering: The graph should be filtered based on selected personnel and date ranges. Ideal skills for this project include familiarity with Perfex CRM, strong PHP and MySQL experience, as well as an understanding of charting libraries for graph representation. A professional who can work efficiently and deliver a user-friendly, visually appealing solution will be highly appreciated. There is a ready-made page similar to our needs in Perfex CRM. I just want it to be converted into a plugin with ...
I am looking for a software developer that can create a comprehensive tracking system for my lar... the system should be able to efficiently track and manage stock levels, reorder points, and provide alerts for low stock. - Customer Support and Communication: The system should include a CRM module that will help me automate my customer support processes. This includes tracking interactions with customers and managing communication effectively. Ideal Skills: - Software Development: Proficient in developing customized software applications that are scalable and can handle a large volume of data. - Automation: Experience in creating automation scripts and systems to optimize business processes. - CRM Development: Knowledge in developing Customer Relationship Management systems...
I have an issue with my Gmail email signature. When I try to add images to my signature by uploading directly, it's not displaying properly. I use gmail and zoho email client. Used to create the signature. Key requirements: - Image not displaying in email signature after uploading directly - Need a fix for the issue while keeping the signature design intact Ideal skills and experience: - Proficient with Gmail email signature settings - Previous experience in resolving image display issues in email signatures - Strong understanding of HTML/CSS would be a plus The goal is to have the images display correctly in the signature and ensure that it's a seamless experience for all recipients. Do not contact me on WhatsApp or Email!
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For this project, we need to consolidate customer data from multiple Excel files into one Excel sheet using macros. This will allow us to manage our data more efficiently. Key tasks include: - Creating a macro that can extract and merge customer data across several Excel files. - Managing the data in a way that it is grouped by Customer ID. Skills and Experience: - Extensive knowledge in Excel and proficiency in creating macros. - Prior work experience with data consolidation projects. - Exceptional attention to detail. - Ability to organize data effectively. - Knowledge of data management according to customer demographics.
I'm attempting to leverage the power of Odoo CRM to streamline my business processes. My familiarity with Odoo CRM is basic, hence I need an expert consultant in this tool. This project requires the ability to: - Assess our current use of Odoo CRM and identify opportunities for enhancement - Suggest and implement strategies to streamline our business processes leveraging Odoo's capabilities - Train and support our team in better utilizing Odoo While I'm open to improvements in all areas, I've skipped specifying any particular functions in Odoo for the consultant to focus on. I'm depending on the expert to guide me. Ideal Skills and Experiences: - Proven track record in implementing and enhancing Odoo CRM - Background in business proce...
Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.
...technical tools effectively. Key requirements: - A solid background in the retail banking industry, with a specific emphasis on unsecured loans. - Proficiency in Customer Relationship Management (CRM) software. Your responsibilities will include: - Collaborating with our team to identify potential areas for growth in our unsecured loan business. - Utilizing your expertise and the technical tools at your disposal to help us increase our loan volume. In summary, we aim to benefit from your experience and technical know-how to grow our business. If you have a strong background in retail banking and CRM software, we'd love to hear from you. Welcome for some Freelance to ,Who all in banking industry & have sound knowledge of Unsecured loan Business . We can bui...
I need a professional to assist me in fully leveraging the power of Zoho CRM+. I require expertise in all modules of Zoho Sales & Zoho Desk, including but not limited to lead management, opportunity management, and sales forecasting. This project does not only involve setting up, but also includes guiding me on how to effectively operate these tools and functionalities in order to optimize my business operations. The ideal freelancer for this task: - Has comprehensive knowledge of and experience with Zoho CRM+ particularly in Zoho Sales & Zoho Desk. - Can provide insightful strategies for lead and opportunity management as well as sales forecasting. - Possesses strong communication skills to make sure I am able to use these ...
I need a skilled accounting professional who's experienced with ZOHO to help me reconcile my business's bank account for the past 5 months. Key Details: - Accounting Software: ZOHO - Bank Accounts: 1 - Timeframe: ASAP The ideal candidate for this project should: - Have a strong understanding of ZOHO - Possess extensive experience in bank reconciliation - Be able to work quickly and accurately to meet the urgent deadline Please provide your relevant experience in your proposal.
We seek an Excel expert with experience in developing Bill of Materials (...and costs. - Detailed sales tracking with automatic inventory quantity adjustments. - Low stock level notifications via highlighted rows in the spreadsheet. - The system should allow easy expansion for adding new sales data, inventory items, saved BOMs, assemblies, types or categories. **Skills Required:** - Demonstrated experience in BOM and Inventory system development. - Advanced Excel Macros and VBA skills. - An analytical approach with a focus on delivering simple and functional solutions. Candidates are encouraged to share examples of previous similar projects. This project aims to deliver a straightforward solution that supports our small home business operations effectively. Budget: Maximum o...
Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.
...interpersonal skills. - Self-motivated and able to work independently. - Strong organizational and time management skills. Lead Generation: - We envision the BDR primarily finding and identifying new leads through online research. This means you should know how to navigate online platforms, professional networks, and industry groups to find potential clients and opportunities. - Maintain and update our CRM with new leads and client information. - Schedule meetings and follow up with leads to move them through the sales pipeline. Cold Outreach Platforms: - You'll be expected to utilize LinkedIn, Facebook, and Email for cold outreach. Your understanding of these platforms and how to leverage them for business development is key to the success of this project. If you are a ...
I need a top-tier professional who can wear multiple sales hats. You'll need to handle cold calling, lead generation, and appointment scheduling. Target Market: Your focus will be on companies that specifically require shipping parcels across the world or within the USA. Skill Requirements: - Expertise in CRM systems - Proficiency in email marketing tools - Experience with Sales automation software Your task involves proactively reaching out to potential clients, generating leads and setting up appointments. A successful candidate should be able to navigate the complexities of selling to the specified industries and effectively utilize the various tools provided. This job is ideal for someone with strong sales, communication, and organization skills, ready to take charge ...
I need a skilled ERPnext developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating systems smoothly and efficiently. - Urgency: Able to work quickly...
...custom database website that primarily serves as a customer relationship management (CRM) tool. In addition to the standard CRM functionalities, I'm looking for the following: - Expertise in complex Java and YAML scripting - Ability to create custom database scripts - Proficiency in API integration for seamless data transfer and communication - Prior experience in designing and implementing CRM front-end and back-end relations The most crucial aspect of this project for me is the user interface design and experience. I want a website that not only functions efficiently, but also looks and feels intuitive for users. I'm looking for someone who: - Is an advanced-level developer - Has a strong background in CRM development - Can demonstrate a port...
Tengo una tienda con un CRM "" y me gustaría tomar los datos de los leads, optimizar la ruta y subirla en una app así los cadetes puedan seguir una ruta de entrega
I need an experienced marketer to create a comprehensive email marketing plan for my Sports website. You'll be in charge of not only devising a strategy but implementing it as well. Key Responsibilities: - Develop an email marketing plan that will increase website traffic. - Craft engaging email campaigns that will appeal to our target audience: academy coaches, players and academies. - Utilize Zoho to create and send out the mailers. (Acct is created and list is uploaded) Ideal Skills: - Proficiency in Zoho's email marketing software. - Proven track record of creating successful email marketing campaigns. - Understanding of the sports industry, especially soccer. - Ability to target and tailor content for academy coaches, players and academies. I'm looking for so...
...existing features of an Excel macro, focusing on enhancing the user interface and experience. Key points: - The primary goal is to make the macro more user-friendly, interactive, and provide better feedback to users. Ideal skills: - Advanced Excel Skills - VBA and Macro Programming - Strong UI/UX design capabilities - User Feedback Integration Please bid if you have experience in enhancing Excel macros in a user-friendly manner and can improve the UI/UX by adding interactivity and feedback. I have a macro working fine. We need 3 improvements: 1- Label photos as A, B and C / 1, 2 and 3 then macro relabel photos per photo matrix 2- Instead to use “SN” in the folder name I want to use “setup” 3- 3- Generate report even if missing photos and send a error...
I need an experienced Excel programmer to automate repetitive tasks and create custom VBA macros for my project. This assignment requires basic level tasks, so extensive experience in complex macros isn't necessary. Here is what I expect: - Automation of several repetitive tasks to streamline workflow and increase productivity - Creation of custom VBA macros from scratch Ideal Candidate: - Extensive experience with Excel automation and VBA macros - Ability to comprehend and successfully complete basic level assignments - High attention to detail and accuracy Please include your Excel automation and VBA macros experiences in your application. I look forward to working with you on this project.
I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehen...in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.
Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.
...strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strategy development, planning, and execution. - A strong background in sales team management. - Proficiency in CRM software, spreadsheets, and project management tools. - Excellent research and analytical skills. Please share your relevant experience and how you would approach this project. ---------------------...
I already hired one person for this position but work is increasing so I am looking for a second one. A plus if you can do video editing or graphic design. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: Social media Content editing or creating CRM management Email marketing Writing an ebook Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over. Attention to detail. Common sense. This job will part-time as a test peri...
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I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho...
I'm in need of a professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our onboarding process - Improve our lead generation process Key Tasks: - Develop and implement a strategy for CRM integration between HubSpot and Sheets - Optimise the use of HubSpot features with Sheets integration The ideal person for this task should have proven experience with HubSpot, excellent understanding of CRM systems, and an ability to streamline processes for optimal efficiency. Capability to troubleshoot and resolve any issues that may arise during the transition period is crucial.
I'm looking for a skilled developer who can create an Outlook extension with integrations to vTiger CRM. The main features the extension should have include: - CRM Integration: The extension should seamlessly integrate with vTiger CRM for maximum efficiency - Contact Synchronization: It should be able to synchronize contacts between Outlook and vTiger CRM - Lead Generation: The extension should support lead generation functionalities with vTiger CRM - Email Tracking: Ability to track emails in Outlook that are related to data in vTiger CRM The ideal candidate for this project should have: - Experience in developing Outlook extensions - Proficiency with vTiger CRM - Strong background in CRM integrations - Excellent understandin...
