Zoho crm migrationpekerjaan
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...
Saya membutuhkan freelance seorang/team Magento Developer Pekerjaan meliputi: Setup Magento, pemasangan template yg dibeli dari pihak ke3, penyesuaian bahasa dll, penggunaan 2 currency, perubahan layout product image, pemindahan/convert data lama ke baru. Penyesuaian tidak boleh merubah core hanya di module. Estimasi besarnya biaya belum ditentukan menunggu min 3 proposal masuk. Estimasi lama perkerjaan juga belum ditentukan kurang lebih bisa selesai 3 bulan.
Saya membutuhkan freelance seorang/team Magento Developer Pekerjaan meliputi: Setup Magento, pemasangan template yg dibeli dari pihak ke3, penyesuaian bahasa dll, penggunaan 2 currency, perubahan layout product image, pemindahan/convert data lama ke baru. Penyesuaian tidak boleh merubah core hanya di module. Estimasi besarnya biaya belum ditentukan menunggu min 3 proposal masuk. Estimasi lama perkerjaan juga belum ditentukan kurang lebih bisa selesai 3 bulan.
...developer with PHP and CodeIgniter experience to maintain and expand our CRM system. And Create employee email system Key Tasks: - **User Management**: Enhance and optimize existing user management functionalities. - **Reporting and Analytics**: Develop and integrate more advanced reporting and analytics features, primarily to monitor employee performance. - **Task Management**: Improve the task management system. - **Rostering**: Implement a system to allow for rostering functionality. Invoices: implement system to allow invoices Design Requirements: - I am looking for a **Professional and Corporate** design for the CRM. Ideal Qualifications: - Proven experience with **PHP and CodeIgniter**. - Previous work on **CRM systems** or complex web applications. - Str...
...platforms. Specifically, I am looking to move my products from Shopify and Takealot to Amazon (South Africa). Key Responsibilities: - Guide me on the processes involved in migrating the products from Shopify and Takealot to Amazon without any loss in information. - Assist in mass uploading of products across different platforms. Key Requirements: - Proficient experience in product uploading and migration on e-commerce platforms, with a strong emphasis on Amazon. (Experience in uploading products that have never existed on Amazon before ) - In-depth knowledge of Shopify, Takealot, WooCommerce, and Amazon. - Ability to efficiently move products from one platform to another without losing any information. Your role will be crucial in ensuring a seamless transition and maintainin...
...management (CRM) project. This task encompasses various aspects including: - CRM Development: Despite a missing specific feature request, it is assumed basic aspects of CRM will be needed i.e., sales tracking, task management, and customer management. - Image Editing Feature: This includes incorporating basic tools for image resizing and cropping into the CRM tool. - Bug Fixing: There have been some technical issues detected with the CRM, particularly relative to user interface problems and functionality hitches; I would love these resolved in due time. Given the significance and the somewhat extensive nature of the project, it is heavily required that the freelancer possesses a high level of expertise and experience with Laravel and PHP frameworks...
Necesitamos implantar en la empresa la solución de Zoho One, el módulo de expenses. Se trata de crear los procedimientos, metodos, herramientas necesarias para este módulo en la empresa.
Necesitamos la implantación y configuración de los procedmieintos de zoho people para el uso de la empresa.
...piece of information. Key Responsibilities: - Researching and collecting information on the CEO, senior management, and email addresses of around 80 councils. - Ensuring the accuracy and relevancy of the data collected. - Organizing the data neatly into a spreadsheet, in a format suitable for subsequent upload to a CRM tool like Pipedrive. Ideal Skills and Experience: - Experience in data research and entry. - Proficiency in using Excel or Google Sheets. - Familiarity with CRM tools, particularly Pipedrive, is a plus. - Attention to detail and the ability to maintain data accuracy. - Clear communication to provide updates on the progress of the research. I'm looking for someone reliable and efficient who can complete this task accurately and in a timely manner. Pl...
Implantación de zoho Desk. Creación de los procesos y automatizaciones para el correcto uso de las herramientas dentro de la empresa.
somos una empresa de servicios donde tenemos un crm, damos ofertas y luego tenemos que cruzar nuestras operaciones con las comisiones .... y todo los intentamos gestionar con airtable ....
I am looking for a creative designer who can create a unique, minimalist and modern logo for my business. Name: Notion4Agents It is a Real Estate Software CRM in Notion Attached Mr Notion is an example, but would like to have this applied to real estates agents. The logo should be a combination of text and symbol that effectively represents the professionalism and reliability of my business. - Design a logo combining text and symbols - Implement a minimalist and modern design style - Convey a sense of professionalism and reliability through the design
As a ...developer to assist with a project that involves customization and integration. Key Responsibilities: - Customizing Tally to integrate with our CRM system. - Ensuring smooth synchronization of customer data between Tally and the CRM. Ideal Skills and Experience: - Proficiency in Tally customization and integration. - Proven experience with CRM integrations, especially syncing customer data. - Strong understanding of financial and sales reporting. - Past experience in enhancing customer relationship management through system integration. Your role is pivotal in ensuring that our customer data is up-to-date and correctly reflected in both our CRM and Tally. The successful candidate will play a crucial role in automating our systems and enhancing effic...
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values ente...dynamically pull data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Camp...
It is necessary finish a project managemet application made in laravel. The change are: - make some change regard the flow, the links, the design, the ecommerce and report; - It is necessary experience in query, report charts, pivot builder and Business intelligence to change the reports that must have good design, many filter and cross. the charts must have drill down. Please answer only if have experiences in project management software and pivot-query-busienss intellegence. And show my the url of similar job made.
...complete Computerized Maintenance Management System (CMMS) / Maintenance Work Order(MWO). A Complete Control Pannel on Web based asapplication along with the Mobile APP + Desktop APP. With the below added features.:- + It will have Website Fully responsive, Mobile APP, Control Pannel Application + It must fully SAAS Based means related to the SAAS Based all the screen to be designed and implemented + CRM (Register Company, Lead, Converted, Communcation, Win Deal , Create Quotation and Invoice) + Access Control Management for all the SAAS Based module wise , user wise rights + We want to use MS SQL Server on the windows using Stored Procedure and required API is prefered Let me know your expertise in this and same time propose me your quotation with timetable to proceed. A Co...
...of a list featuring more than 500 companies. In the details you collect for each organization, I'd like to see the following: - Company Name - Contact Person Name - Contact Person Email. The ideal candidate for this task would be someone who is proficient in data mining and possesses broad knowledge of Oracle EBS customers in the manufacturing, retail, automotive industry. Prior experience in CRM database creation would be an added advantage. It's essential that all information gathered adheres to privacy and data protection laws, ensuring a legally compliant list. So, a freelancer with a keen understanding of these laws would be highly preferred. Accuracy of data is of top importance, therefore meticulous cross-checking is needed for each entry. I'm looking...
I'm looking to hire someone who can create a zoho desk addon which can print a small summary of the ticket current ticket information, including a QR code with the ticket number. We will then print the summary on a small label. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: QR code The ideal freelancer for this project should have proven experience in Zoho Desk, and API integration. They should also have sound understanding of data handling, as sensitive information could be involved. Please provide examples of similar projects you have done in the past.
I'm looking to hire someone who can create an Excel VBA workbook to seamlessly integrate with my Zoho Desk setup. This workbook should be specifically engineered to perform the following: - Retrieve the required information from Zoho Desk tickets upon pressing a button inside Excel. Specifically, I need someone skilled in Excel VBA programming and API integration work to: - Design a user-friendly interface in the workbook where one can press a button to initiate the retrieval of ticket information. You should be able to retrieve the latest ticket, and then have two more buttons to go to next & previous tickets. - Implement secure API connections to Zoho Desk to enable the retrieval of ticket information usuing oauth. The fields I need are: Subject Account ...
...login page. 2. If license is not valid or expired then navigate to page where there is no menu options only a simple page requesting to upload a file. Once uploaded redirects user to login page and show all menu options. User should not be able to navigate to any page by entering URL manually, if license is not valid. Attached project is running with login and registration. You can execute the Migration script to create Microsoft Identity tables. In the app settings file change the database connection string. The attached project currently takes user to Login screen on load. Now I want to add license service as check before going to login and only take user to Login if License service returns true. For this project you can just return true and false to reflect both scenarios ...
I'm in need of someone to convert my existing Pytorch DDP code to Huggingface Accelerate framework. Key Project Details: - The primary goal of this migration is to move from existing Pytorch DDP, to Huggingface Accelerate architecture. - The code should be able to run on CPU-only mode, on a single GPU machine, and also on multiple-GPU machines. The GPU's are all Nvidia. - The code will need to be tested on my machines (CPU-only machine; machine with single-GPU; and machine with multiple GPUs) and execute smoothly without error using my datasets. If the code does not execute out of the box, you will need to log in to my computer to set it up to ensure smooth running. Pytorch environment under PyCharm/Ubuntu is already set up. These two links should give you an ide...
...market research, developing brand positioning, and creating brand identity. •Must have a strong understanding of digital marketing ranging from UX/UI, mapping, journey building, email templates, landing pages, SMS text, etc. •Must have a strong background working with Figma, Adobe Creative Suite: XD, Illustrator, Photoshop, Dreamweaver, After Effects. •Must be able to work in HTML, CSS, MIRO, Litmus, CRM, CMS, and nimble with new systems/platforms. •Must have a strong attention to detail and the ability to drive multiple projects forward, think in systems and process, remain agile, and seamlessly manage multiple ongoing projects in a structured way. We are a small team passionate about delivering exceptional web design solutions. If you are a talented UI/UX W...
I require a proficient database administrator to import large XML file dumps (3gb, 20gb, and potentially larger sizes) into a MySQL database. The purpose of this task is database migration. The task will involve: - Handling entire data of moderately complex XML files, including several nested tags. - Ensuring the conversion captures all data comprehensively and accurately for smooth database operation. Ideal Skills and Experience: - Strong proficiency in MySQL and XML - Robust experience with database migration - Background in handling complex file structures - Demonstrated ability to manage large datasets.
This is the project for the MBL site migration to Magento 2.4 latest version. I will start setting up milestones for each task. First task is to fix the Internal Server Error 500.
I'm looking for a professional who can help me set up an effective Zoho email campaign system. The core goal of the campaign would be to increase product sales, with a specific focus on middle-aged adults (35-54 years). Key Responsibilities: - Utilize the Zoho Campaigns platform to design and set up a series of targeted email campaigns. - Ensure the content and messaging is tailored to resonate with middle-aged adults and drive sales. - Implement a tracking and analysis system to monitor the performance of each campaign and provide insights for future improvements. Skills and Experience: - Proficiency in Zoho Campaigns, with a proven track record of setting up successful email campaigns. - Strong understanding of email marketing best practices, particularly in t...
Automatización de flujos de trabajo a través de CRM, WhatsApp y redes sociales con bots conversacionales y asistentes de IA.
I'm currently seeking an entry-level personal assistant who can commit to 10-20 hours per week. Eventually will need someone for 40 hours a week An ideal candidate will be able to expertly communicate what they are doing and is able to learn new tasks quickly. ...what they are doing and is able to learn new tasks quickly. Here are some other things I am looking for -Ability to film 5 minute looms and update me on what they are doing. (If you message me, I will ask you to create a loom video where you will explain back to me what I am looking for) -Ability to use AI to improve communication, solve problems, and create ideas -Proficiency in GoHighLevel CRM is a plus. Demonstrating a strong ability to organize, multitask, prioritize and work under pressure will be value...
I'm looking for a skilled freelancer with experience in WordPress and e-commerce to help me migrate two courses currently hosted on Udemy to my own website...materials are accurately and neatly imported. - Implement E-commerce: Integrate a secured payment processing solution so that users can purchase these courses directly from my website. - User Account Creation: After purchase, users should be automatically created an account on my website to access the courses. Ideal candidate: - Proficient in WordPress, with a solid understanding of website migration - Experienced in integrating e-commerce solutions, preferably with knowledge of payment gateways - Familiar with user management systems and user account creation - Prior experience in migrating and setting up online courses ...
I am aiming to build a custom CRM specifically tailored for immigration lawyers dealing with student cases, leveraging open-source, white-label CRM technologies. Here are the key functionalities I am looking for: - Contact management - Task management - Email integration - Custom report generation For this project, your expertise in open-source CRM software would be invaluable. A good understanding of the needs of legal practitioners, particularly immigration lawyers, will contribute to the success of this project as well. You will also have to be skilful in modifying and customising open-source platforms to meet specific needs. In the end, what I want to have is a CRM system user-friendly enough for immigration lawyers that can also be adapted for other le...
...freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It...
I'm looking for a dedicated full-time customer service professional to handle various customer-related tasks. Key Responsibilities: - Answering customer inquiries through phone, chat, email, and text - Resolving customer complaints efficiently and professionally - Customer Account Set Up - Website Set Up & CRM - Providing detailed product information and support Ideal candidates for this position should have strong communication skills, good computer skills, great English/Spanish speaker/writer, be customer-oriented, and be capable of handling high volumes of customer inquiries. Experience in a similar role would be highly advantageous. Please note that this is a full-time position, and your availability to handle customer queries during business hours is essential. B...
I'm in need of a skilled PHP and Laravel developer to assist with creating a social media API and integrating it into my website. The main purpose of the API will be to facilitate the integration with various social media platforms, focusing on Meta, ads Facebook leads data stores in CRM systems and Whatsapp Api Key Responsibilities: - Develop a robust API with PHP - Implement the API into the website - Store API data accurately in a MySQL database Ideal Candidate: - Proficient in PHP and Laravel - Extensive experience in API creation - Prior experience integrating with social media platforms - Strong understanding of user authentication and profile handling in API development - Solid grasp of MySQL database implementation Please bid if you are confident in your ability to ...
As a beginner seeking to master Dynamics 365, I am in need of an experienced trainer to equip me with essential skills and knowledge through live interactive sessions. I am particularly interested in learn...empowering others with new skills - Training should include below, topics at minimum and more details in attachment: - Creation of Dummy Accounts - Environments and their types - Overview of Dynamics 365 - Overview of Dynamics 365 Business Central - Overview of Dynamics 365 Finance & Operations - Overview of Dynamics 365 Customer Engagement - CRM Functional - Sales Module - CRM Functional - Customer Service - CRM Technical - Customizations - CRM Demo project with end to end implementation If you meet these requirements, I look forward to partnering...
...Providing both Figma and Elementor files for future use. - Implementing RTL design for the dashboard to cater to specific language needs. The dashboard should include, but not be limited to: - Property listings management: A feature that allows agents to upload, manage, and update property listings. - Client interaction tools and Sales CRM: Tools and interfaces that facilitate communication and interaction between agents and their clients. Calendar view, Sales Crm and more.. - Analytics and reporting: A section that offers insights, statistics, and reports on the agents' performance and property listings. I'm looking to have this project completed ASAP, so a quick turnaround time is crucial. Experience in RTL design and real estate web app development would be ...
hello, website migration/transfer to a new domain or hosting,if you need that service you are in the right place and you will get high-quality work. Most of the transfers are completed within one hour but it will not take a max of three hours.I will help with the following tasks,restore a website on the current hosting accountmigration a website to the new hosting accountdomain change after a move to new hostingexport email accounts to the new hosting accountChange main domain to newmove to add-on domainsubdomain to the main domainTransfer from maintransfer from root domain to subdomaintransfer to the addon domainTransfer from subdomain to addon domain to main or root domainMigrate from one hosting to another provider with DNS and other updatesMigrate existing WP installation to ano...
As the project leader, I'm looking for a skilled Wordpress developer with a keen eye for detail and expert knowledge in theme customization and website migration. While the design style has been left open-ended, the developer is expect to have a good aesthetic sense to create an attractive and functional site. An experience in Elementor is required. The role involves: - Modifying an existing theme to meet the website's specific needs - Migrating the finished website to a new server Ideal Candidate Should Have: - Proficiency in WordPress theme customization - Prior experience in website migration - Knowledge of Elementor - Excellent aesthetic sense - Good time management skills - Strong problem-solving abilities.
I run an advertising agency here in the UK that works with various companies across the country to increase their client acquisition and sales for the past few years. I'm looking to grow my company and expand the team....reaching prospects over the phone to organize a meeting with myself - Qualifying the prospect for advertising services - Selling the appointment - Ensuring prospects show up to the meeting Location: Anywhere Compensation: Up to £1000/month per client Requirements & Criteria: - Experience with cold calling and talking to business owners - Knowledge of general sales and selling - Knowledge of using a CRM and tracking progress - Ability to keep in regular communication with GMT timezones over virtual calls and messaging - Ability to report results dai...
after migration, the server shows 403 Forbidden Access to this resource on the server is denied!
...Providing both Figma and Elementor files for future use. - Implementing RTL design for the dashboard to cater to specific language needs. The dashboard should include, but not be limited to: - Property listings management: A feature that allows agents to upload, manage, and update property listings. - Client interaction tools and Sales CRM: Tools and interfaces that facilitate communication and interaction between agents and their clients. Calendar view, Sales Crm and more.. - Analytics and reporting: A section that offers insights, statistics, and reports on the agents' performance and property listings. I'm looking to have this project completed ASAP, so a quick turnaround time is crucial. Experience in RTL design and real estate web app development would be ...
...Functionalities: - User Management: The system should allow individual consumers to sign up, log in, and manage their accounts efficiently. - Analytics Tracking: The platform should integrate effective analytics tools to help us gain insights into user behavior, feature performance, and other relevant data. - Customer Relationship Management: We aim to position our platform as user-centric, so robust CRM tools are critical. I envision features that will allow us to engage and retain our user base effectively. Ideal Qualifications: - Extensive experience with SaaS platform development, particularly focusing on user management and analytics tracking. - Proven expertise in designing and implementing customer relationship management functionalities. - A solid understanding of user e...
Every thing which is available in your website like automation , B3G1 ,payment gateway , invoice print , order tracking , custom checkout page , and more 40+ features which is helping you to sell products . and customer interface is try to so easy to all Google related also. CRM, social login
I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: ...incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a plus. The candidate should also be capable of ensuring ongoing process optimization and representing success...
I'm in need of a Zoho web application that will act as a data management tool, primarily focusing on data entry forms and data import/export. Key Features: - Web-based Zoho app - Focus on data management - Data entry forms - Import/export functionality Ideal Skills: - Proficient in Zoho app development - Experience in web app development - Skilled in data management, particularly data entry and import/export functionality - Strong understanding of UI/UX for form design and data presentation Please note that the specific data management features are still being refined, so flexibility and the ability to adapt as requirements evolve will be highly valued.
I'm seeking a comprehensive CRM/HRM solution for my Immigration Consultancy Firm. The system should cater to client, document, and employee management. Preferred location of freelancer / software house is LAHORE. Key Features: - **Client Management**: The system should have a robust client management module. It should help us track client interactions, monitor case progress, and manage client information securely. - **Document Management**: The CRM/HRM system must enable us to store and manage client documents efficiently. This includes the ability to upload, categorize, and retrieve documents easily. - **Employee Management**: The platform should support the management of 11-50 employees. Features should include attendance tracking, performance evaluations, and per...
I'm in need of an experienced designer to create a vibrant, eye-catching flyer to promote an upcoming outdoor movie night. The target audience is the general public, so it should be appealing to a broad range of people. We will be playing the movie migration, and I would like to have that incorporated into the flyer. Details for the flyer: Popcorn, and nacho bar will be provided. Time 7:00 PM Address 2019 Nute St Bakersfield California 93312 Date May 18Th Please bring camping chair, or blanket to sit on for the movie.
...looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email creation using the custom domain. -...
... which is why we do not have access to the module catalog Key Requirements: - Experience in PrestaShop migration and upgrade. - Understanding of data preservation during migration. - Familiarity with handling third-party extensions. Migration Details: - I have a complete backup of my current store. - The task includes migrating everything including orders, statistics, and configurations. - Although there are third-party extensions in use, they aren't critical to the store's operations. Ideal Freelancer: - Have successfully performed Prestashop migrations in the past. - Shows meticulous attention to detail. - Demonstrates strong problem-solving abilities to manage potential migration issues. - Possesses excellent communication skills to provide r...
...text. the GPT then translates this text into a format of our database and based on a matching / scoring algorithm will select the best 10 investors for our set of 2000. The user should be able to go on our website. ask a question leave an email and get an answer with the top 10 list as an email attachment. That person needs to leave his contact details which will be automatically added to our Zoho CRM with a trigger action to setup a call for one of our sales people. Key Project Details: - **Search Function**: The system should allow users to search investors by any criteria they choose. This may include name, industry, and location. Effectively they describe their own company and the system then takes the essential data plus makes intelligent inferences (normal GPT re...
