Zoho crm portalspekerjaan

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

I'm in need of a multi-user web portal that will facilitate the connection between trainers and students. The portal will have the following features: - **Multi-Login System**: There needs to be a seamless and secure multi-login system to accommodate both tr...Biography: A brief description of the trainer and their training methods. - Reviews and Ratings: Users should be able to rate and write reviews about the trainers/classes. - Contact Information: Trainers should be able to list their contact information so that interested students can get in touch with them. The ideal candidate for this project should have experience in developing complex web portals with multiple user types, advanced search functionality, and user-generated content. A keen eye for design and usabi...

My company is looking for a versatile and experienced team to handle an array of tasks related to our WordPress w...be able to work on the following areas: - **WordPress Website:** - Designing and creating web pages - Adding and managing content - Optimizing website performance - **Social Media and Digital Media:** - Posting videos and content on Instagram, Facebook, LinkedIn, and Ticktok - Engaging with the audience - Implementing effective strategies for lead generation - **CRM Management:** - Proficient in Odoo CRM - Maintenance and regular updates - **IT Matters:** - Handling all IT-related matters for our business The project needs to be completed on an ASAP basis. The team we're looking for should be able to deliver high-quality work promptly...

I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our project.

I am looking to build a travel portal primarily catered to individual travelers. The portal should incorporate features facilitating flight bookings and hotel reservations: Main Features Needed: - Flight booking: A seamless process to browse and book flights. ...Considering the target audience, the design must be aesthetically pleasing and project a professional image. Ideal Skills and Experience for the Job: - Extensive experience in web development and design. - Proven capability in developing travel booking platforms. - Knowledge in integrating APIs, specifically the PartoCRS API. - Creativity and an eye for detail in designing user-friendly and appealing portals. Your expertise and creativity in creating this engaging travel portal for individual travelers will be greatly ap...

I'm seeking a creative and talented graphic designer to craft a modern logo that reflects my brand. Key Project Details: - Design Style: Modern - Usage: Primarily online (websites, social media) and occasionally in print (business cards, flyers) - Color Preferences: Bright and vibrant Ideal Skills and Experience: - Proficienc...Skills and Experience: - Proficiency in modern logo design - Strong understanding of online and print design principles - Ability to work with bright and vibrant color schemes - Past experience with creating logos that are versatile across multiple mediums Please include a link to your logo design portfolio in your proposal. Looking forward to seeing your unique and innovative ideas! logo is for an CRM Application called Digital Glide ( website name...

I'm in need of a talented Salesforce developer based in Hyderabad who can provide offline support for custom application development. This project requires your physical presence in Hyderabad, so remote support is not an option. Ideal Skills and Experience: - Proven experience with Salesforce development, particularly in custom application development. - Strong understanding of Salesforce CRM and its various functionalities. - Excellent problem-solving skills. - Strong communication skills, as you'll be required to provide in-person support.

Needing G portals Private API and the method to get it ourselves

I'm in need of a skilled Zoho expert to help me with the following tasks within Zoho CRM, Zoho Books, and Zoho Inventory, as well as integrations with Xero, QuickBooks, and Shopify. Key tasks include: - Data management and organization: Assist in setting up efficient data management structures within Zoho CRM, Zoho Books, and Zoho Inventory to help streamline our operations and enhance our understanding of client interactions. - Reporting and analytics: Create custom reports and set up analytical tools to help us better understand our business performance, customer interactions, and inventory management in Zoho. - Integration with other platforms: As we operate on Xero, QuickBooks, and Shopify for various fina...

We are seeking experienced lead generation professionals to assist in identifying companies raising equity capital for a growing company over the next 3-6 months. Ideal candidates will have a strong background in financial services ...to well-researched leads in specific industries. 2. Retainer: £1000 per month. PROCESS 1. Lead Research: Identify and research potential leads. 2. Email Outreach: Send emails to prospects. 3. Response Handling: Forward prospect responses to the business developer. 4. Scheduling: The business developer will schedule and conduct the sales calls. 5. Data Management: Upload researched data to our CRM in Excel format to ensure no duplications. If you are a driven lead generation professional with the required experience and skills, we would love to...

I am in urgent need of a full-stack web developer to create a modern, user-friendly recruitment website for my business. The project should be completed within a month from now. The website should feature: - Job Posting Board: The site needs a section where job listings can be posted. The...page dedicated to the information about the recruitment business. - Legal and Privacy Policy: A separate section for legal and privacy policies. Key design elements I'm looking for include a modern, sleek design, a user-friendly interface, and a mobile-responsive layout. The website should be visually appealing and easy to navigate on both desktop and mobile devices. Experience in creating job portals or similar websites would be a big plus. Please provide examples of your previous work in...

Title: Automated Data Retrieval from Websites Using CRM and CID Numbers Description: We are looking for an experienced developer to automate the process of retrieving data from specific websites using CRM and CID numbers. The goal is to develop a script or tool that will: Look up Doctor's Specialization: Use CRM numbers to search on the website: CFM Doctors Search Extract doctor's information including their specialization. Look up Disease Descriptions: Use CID numbers to search on the website: MedicinaNet CID10 Search Extract the disease description. Deliverables: ( ) A script or tool that can take a list of CRM and CID numbers as input. Automate the search process on the specified websites. Extract

I'm in need of a proficient UI-UX designer (Individual) to work on an ongoing job portal project. The ideal candidate should be able to create wireframes and prototypes, design user interfaces and experiences, and focus on creating a responsi...to use - Integrate interactive elements and animations to enhance user engagement Design Preferences and Branding Guidelines: - Pay special attention to specific colors and fonts that match our branding - Integrate our logo and other branding elements seamlessly into the design - Maintain a consistent layout and visual style across the entire job portal If you have experience in designing job portals or similar platforms, and are skilled in Figma and responsive design, I'd love to hear from you. Please provide examples of your pri...

I'm in need of a seasoned Sales Manager with a proven track record in the security and facility management industry. You'll be mainly responsible...mainly responsible for closing deals and building robust client relationships. Your tasks will include: -Generate & Converting leads into sales - Maintaining long-lasting relationships with clients Ideal Skills & Experience: - Experience: More than 3 years in the security and facility management industry - Key Skills: Strong knowledge of customer service practices is essential. Familiarity with CRM systems will also be a great plus. Your dedication to customer service and ability to close deals will pave the way for our company's continued growth and success. Looking forward to working with a results-orientate...

I need an experienced CRM expert to develop a customer relationship management system tailored for my business needs. Key Functionalities: - Contact Management: In-depth contact organization, segmentation, and efficient communication tracking. - Lead Tracking: Robust lead capture, tracking, and conversion analysis. - Sales Forecasting: Accurate prediction of sales trends and opportunities based on the CRM data. User Base: - The CRM system will be used by 1-50 users, so it should be user-friendly, scalable, and efficient. Integration: - It's imperative that the CRM can seamlessly integrate with other systems, particularly: - Email Platforms: For streamlined communication and lead nurturing. - Social Media: To enhance customer engagement and acquisiti...

As a B2B consulting firm, Veritern is seeking skilled freelancers to enhance our sales through targeted lead generation. We need experts who can identify, reach out to, and engage businesses that require consulting services. Desired Skills and Experience: P...to companies of all sizes, focusing on leadership development and agile practices like Kanban. Visit our website for more information: https://veritern.com. Additional Information: Please provide examples of previous B2B lead generation campaigns you have managed, including results achieved. Detail any specific industries or sectors you have experience with. Indicate your familiarity with CRM tools and any relevant software you use for lead generation. Mention your availability and typical response time for commu...

I'm in need of a professional who can create a web-based file sharing script much like Dropbox or Zoho Wedrive. This project is geared towards individuals and requires the following key functionalities: - File Uploading and Downloading: The ability to upload and download files securely and seamlessly is a must. - File Versioning: Implementing a system that tracks and allows users to access previous versions of files is critical for this project. Ideal candidates should have extensive experience in web-based application development, particularly within the file-sharing niche. A solid understanding of data security, user experience, and scalability is also a plus. I'm looking for a proactive and highly skilled professional who can deliver a reliable, full-featured file sha...

...need to be able to work at least partially during business hours in UTC +2) ● Possibility to improve your skills in a supportive team environment ● Market competitive salary PiipAii a software company and we want you to help us find bugs in our software (in the app and on the website). We provide a Human Resource management suite for our customers to help them manage their business. Think of a CRM but built from people management prospective. We are looking for a person who can help us find bugs in our web application panel as well as our apps....

ZOHO Consultancy and inventory management

I have carefully reviewed the description and I am confident in my ability to complete the tasks you outlined with precision and professionalism. Before proceeding, I would appreciate the opportunity to discuss the project's budget and deadline further. Please feel free to initiate a chat so that we can collaborate effectively and ensure a successful outcome. Thank you for considering my services.

...is actively seeking a dedicated and experienced QA (SOFTWARE TESTER) to join our dynamic team. About Us: PiipAi is a forward-thinking software company committed to delivering innovative solutions that empower businesses. Our flagship product is a comprehensive Human Resource management suite designed to streamline operations and optimize people management. We envision this suite as a specialized CRM, tailored specifically to people-centric management. Role and Responsibilities: As a QA (Software Tester) at PiipAi, your role is pivotal in ensuring the quality and reliability of our software. You will work closely with our development team to meticulously test and validate our applications, identifying and rectifying any issues that may arise. Key responsibilities include: - Conduc...

...an need for setting up Zoho Inventory with a specific focus on segregating inventory based on brands and categories. This is a straightforward task but I need it done swiftly. Key Requirements: - Basic Zoho Inventory Setup: I need a freelancer who is proficient in setting up Zoho Inventory. The system should accurately reflect the inventory I have and allow for easy tracking and management. - Brand Segregation: The primary focus of this project is to segregate the inventory based on brands. This means I need to be able to easily identify different brands and their respective inventory. - Keeping track of inventory Going in and out. Ideal Experience and Skills: - Zoho Inventory Proficiency: The freelancer should have prior experience in setting up and config...

I'm in need of an expert to develop a ve...vendors to provide their company name. - Contact Details: Vendors will be asked to provide a phone number, an email address, and their mailing address. - Business Registration Documents: Vendors will need to upload their business license and tax registration certificate. Skills and Experience: - Proficiency in web development and database management. - Prior experience in developing registration or CRM systems. - Understanding of regulatory requirements for business registration. - Ability to create user-friendly, responsive interfaces. - Experience in automation and document verification processes would be an added advantage. The ideal candidate should be able to deliver a seamless, efficient, and secure system to handle our vendor...

I'm looking for a freelancer who can develop a comprehensive tool for our company. This tool will serve as a CRM, a project management tool, and an employee productivity tracker. Key Features: - **Task Management:** I need a robust task management system with features like to-do lists, task assignments, priority levels, and notifications on deadlines. - **Lead Management:** The lead management functionality should include lead capture, lead qualification, lead tracking, and department-wise segregation. - **Employee Productivity Tracking:** The tool should be able to track productivity across various dimensions such as employees, locations, departments, and cost centers. This should include payroll management, attendance management as well as screen capturing of employees to m...

I need a robust and ef...Schedule, follow up and manage meetings with respective stakeholders. - Integration with a CRM: A centralized place to manage our relationships. - Integration with payment gateway: Financial transactions can be done within the same platform. - Email marketing integration: To send, track, and manage email marketing campaigns. - Programme management: To integrate programme operations seamlessly. - Data collection, analysis and reporting tools: To gain meaningful insights from data. Ideal freelancers for this project should have extensive experience in portal development, knowledge about incubator operations, excellent integration skills and proficiency in data analysis and reporting. Experience in CRM, Payment gateway and Email marketing integra...

I'm looking for a highly skilled and experienced web developer to create...e-commerce. The website will contain 5-10 pages, each designed with precision and an appealing aesthetic to optimize user interaction. Key Features required include: - A Contact form: To facilitate easy communication between potential customers and our team. - Payment integration: A secure online transaction system facilitating purchases. Experience with handling and integrating various payment portals will be beneficial. - Timetable booking: A scheduling system where customers online can make reservations or book specific times. Applicants with a proven track record in e-commerce website development, particularly those who have catered to similar requirements in the past, will stand out. I look forwa...

...millennial and GenZ consumers. - Key Features: - Customizable Subscriptions: The website must allow selected users to customise their subscription box - Easy Checkout Process: The online shopping experience should be seamless with a user-friendly checkout process many be gamified. - Integration with Payment Gateways: The site must be secure and seamlessly integrated with various payment portals Ideal Skills & Experience: - Proficiency in modern web development technologies - Experience building subscription-based e-commerce websites - Understanding of UX principles to engage younger audiences - Previous work integrating with payment gateways. The goal of this project is not only to establish an online presence but also to create a platform that is easy to navig...

...your main responsibility will be following a script and calling businesses on Google Maps to get them to book an appointment with me. You will be provided with a list of leads on the goHighLevel CRM, and your task will be to reach out to these prospects via phone calls to introduce our services and secure appointments for our sales team. Skills needed: - Excellent communication skills - Proficient in cold-calling techniques - Fluent in English and Above - Able to work 30 hours minimum per week. - Familiarity with digital marketing services(Preferred but not required) - Book appointments on The CRM Your payment will be based on performance, promotions are negotiable. Furthermore, you may choose between an hourly payment or payment per appointment booked. I'm looking...

I'm seeking an experienced software developer to create an accounting application that is compatible with the Windows operating system. It's a high priority that this application seamlessly integrates with Zoho Books. Key Features: - Integration with Zoho Books Required Skills and Experience: - Software development - Familiarity with accounting software - Knowledge in developing Windows applications - Experience working with Zoho Books API would be a significant advantage Timeline: - The project needs to be completed within a month. This role is perfect for a problem solver who has an eye for detail and understands the importance of creating user-friendly applications. If you think this project aligns with your skills, I'd love to hear from you.

...- The primary goal of this website is to attract and engage local customers. Therefore, the design should be optimized for local SEO and must be in line with the latest web design trends. - I would also like the website to have a CRM tool integrated within it. This feature is crucial for managing and analyzing customer interactions and data, ultimately helping in the improvement of my business's customer relationships and retention. Ideal skills and experience for this job include: - Proficiency in Wix website design and its customer relationship management (CRM) tool. - A strong portfolio of past projects, particularly with a focus on local business promotion. - Knowledge of SEO best practices and experience in designing websites that are optimized for local search...

I need a talented developer to build me a cloud-based SaaS ERP system with specific features and integrations. - The system should include essential functions like Inventory Management, Financ...Management, Financial Management, and Customer Relationship Management. - It should be customizable at a basic level to allow for changes such as colors and the addition of a logo. - In terms of integrations, I require the system to connect seamlessly with CRM, E-commerce platforms, and Payment Gateways. Ideal candidates should have a strong background in developing SaaS ERP systems and possess the necessary technical skills to integrate different software and platforms. A solid understanding of inventory management, financial tracking, and CRM systems would be highly beneficial ...

I'm looking for...a skilled GoHighLevel expert to help me with various tasks related to setting up my account. Key Tasks: - Domain Setup - Automation Setup - Funnel Creation - Communication Setup - Customization for the above tasks Other Tasks: - Lead Generation - CRM Integration - Email Marketing Setup - Social Media Integration I'm particularly interested in: - Professional and corporate design - Custom design Ideal Candidate: - Proven experience in using GoHighLevel - Strong understanding of automation and funnels - Background in lead generation and CRM integration - Skilled in email marketing and social media integration - Ability to create clean, professional, and custom designs. Please provide examples of your previous GoHighLevel work and outline how y...

I'm looking for a skilled individual to set up a GoHighLevel a comprehensive CRM system . The ideal candidate will be able to set up the following key features: - Contact management: Ensure that all contact information is properly organized and easily accessible. - Sales pipeline tracking: Implement a robust system for tracking and managing sales pipelines. - Email marketing integration: Set up seamless integration with our email marketing platform for targeted and effective campaigns. This project is for a small team of 1-10 users, so the setup must be efficient and user-friendly. Expertise in GoHighLevel and CRM setup is a must. Looking forward to your proposals.

...in implementing specific modules in Odoo and integrating third-party apps in a bid to significantly improve the customer experience as well as streamline our business systems. You should have: - Outstanding experience and expertise in Odoo implementation and project management. - Proven track record in integrating third-party software and adapting functionalities. - Exceptional familiarity with CRM, Inventory Management, Accounting, and us of Odoo apps to manage food delivery. Key tasks include: 1. Data Migration: -Taking CSV files of my exported sales data from Shopkeep and importing it into Odoo without loss of critical information in order to enable reporting on old sales data. 2. Odoo Implementation: - Doing initial setup for Inventory Management and Accounting, as w...

...Vue.js. The main functionality I need is interactive forms that integrate with CRM (Customer Relationship Management) systems. Key Details: - The main task is to convert the HTML forms to Vue.js, ensuring they are interactive and user-friendly. - These forms should be integrated into CRM systems, allowing for seamless data transfer and management. - Form validation should be handled client-side only. Ideal Skills for this Project: - Proficient in Vue.js and HTML - Experience with integrating forms into CRM systems - Strong knowledge of client-side form validations A successful freelancer for this project will be able to replicate the existing HTML forms in Vue.js while ensuring they seamlessly integrate with CRM systems. Please provide examples of past pr...

I'm looking for a data sourcing and CRM expert to help me build a targeted lead list for prospecting. The ideal candidate will have experience in: • Identifying relevant data sources for lead generation based on an Ideal Customer Profile (ICP). • Sourcing high-quality contact information (emails, phone numbers) for 100-200 potential customers. • Data cleansing and validation to ensure accuracy. • Uploading the cleaned data into HubSpot CRM. Project Goals The goal of this project is to establish a foundation for targeted email marketing campaigns. This will be achieved by: • Creating a targeted lead list based on my ICP. • Uploading the lead list into HubSpot for easy campaign management. Your Responsibilities • Collaborate with me to de...

I'm looking to expand my web designing and digital marketing agency in real estate and solar business sector, and I am in need of a lead generation expert. Key Project Details: - Potential clients include new businesses that will require my agency's services or people looking to revamp their old websites. - The primary target countries are the United States, ...- Proven experience in lead generation, particularly in the real estate and solar industries. - A solid understanding of the English-speaking markets, with particular focus on the listed countries. - Excellent communication skills and the ability to develop effective marketing strategies. - Experience in international marketing and lead generation would be a definite advantage. -Familiarity with CRM systems and le...

I'm seeking a Salesforce expert who can help me with my Salesforce RLM project. - Convert product and bundles from CPQ to RLM Ideal skills: - Proficiency in Salesforce CRM - Experience in Salesforce RLM is a plus - Strong understanding of lead management best practices Please share your relevant experience and how you can help me achieve my goals through this integration.

I'm in need of a freelancer who can...skills to work with both the clients and our internal team. While the specific functionalities and number of sites were not disclosed in the initial project brief, the awarded freelancer will be expected to work closely with me to understand the client needs and deliver a functional and engaging SharePoint site. We are using SharePoint, SharePoint lists, PowerBI, and Power Automate to provide portals for our current customers, we are looking for a professional person or company to redesign our current portal, to be more user-friendly and secure. We are looking for proposals to do the work in the next 3 months or less. Please provide you knowledge and experience using SharePoint or SharePoint Framework (SPFx). SharePoint Design, PowerBI, ...

I'm in need of an experienced PHP developer to create a comprehensive web-based portal. This platform will serve as a central hub for both my customers and employees, as well as allow administrators to manage and update the content effectively. Key Features: - User authentication: Implement a robust user authentication system to ...productivity. - Administrators: The administrators should have full control over the content displayed on the portal. They should be able to upload, edit, and remove text and image content. Ideal candidates for this project should have: - Proficient in PHP development - Experience in creating user authentication systems - Strong understanding of CMS development - Prior experience in developing web portals is a big plus Looking forward to seeing ...

I'm in search of an experienced professional with a strong background in portal creation. The specific platform or technology used for this project is not as important as a demonstrated history of success in creating digital portals. Ideal Experience and Skills: - Experience in portal creation, having successfully delivered similar projects in the past - Strong understanding of user interface and user experience principles for optimal end-user engagement. Please note: Successful applicants will illustrate their relevant experience, showcasing past work samples if possible. This is the best way to demonstrate that you have the skills and experience we're looking for.

I'm seeking a capable freelancer to design a hardware cashier system for my business. The system will include: - Cash drawer integration: This is the primary hardware requirement for the system. - CRM integration: The system should work seamlessly with a customer relationship management system. The ideal candidate for this job should have experience in point of sale system design and integration. A strong understanding of customer relationship management is also essential.

Sync/send contact data and mapped custom fields between CRM and proposal tool to improve accuracy and reduce manual data entry and double handling. Share events. Apps: Go High Level , Pylon Observer REST API & Webhooks available

...Real-time case status tracking - Secure messaging system for confidential communications - Integrated meeting planner for scheduling appointments The portal should support at least three distinct user roles, likely corresponding to clients, attorneys, and administrative staff, each with appropriate access levels and permissions. Ideal Candidate should have: - Experience in developing secure client portals - Familiarity with legal industry requirements - Proficient in web development languages and frameworks - Strong understanding of user role management - A portfolio showcasing similar projects completed - Ability to adhere to strict confidentiality protocols Please include your approach to ensuring data security and any previous work with legal clients in your proposal. Looki...

I have recently purchased an email list and I'm seeking an experienced Email Marketing Specialist to create and manage a B2B cold email campaign using Mailchimp. The goal of this campaign is to generate high-quality leads and g...Excellent analytical skills and experience with email marketing analytics tools. - Knowledge of email marketing regulations and best practices. - Strong attention to detail and organisational skills. Skills: - Experience in lead generation for B2B referral programmes. - Knowledge of advanced email marketing techniques such as A/B testing and automation. - Familiarity with CRM tools and integrating email campaigns with CRM systems. How to Bid: If you meet the above criteria please start your bid with the words “B2B Mailchimp”. Only ...

...developer to create a new, customized solution. While experience with Zoho Creator is not a strict requirement, it would be beneficial. The main goal of this project is to develop an ERP system that will handle inventory management and sales/order processing. We will need to connect for already created ERP system first. Key aspects of this project will include: - Developing a customized ERP solution from scratch - Implementing inventory management features - Integrating sales and order processing functionalities Ideal candidates should have: - Proven experience in developing ERP systems - Strong understanding of inventory management and sales/order processing - Proficiency in Zoho Creator (or any other ERP system if not Zoho Creator) This is an urgent requirement...

I'm seeking a telemarketing professional to assist me in generating quality sales leads for my commercial building cleaning services. Key Responsibilities: - Conducting outbound calls to businesses within the commercial building cleaning services se...effectively communicating the value of our services - Qualifying leads and setting up appointments for our sales team Ideal Skills and Experience: - Proven experience in telemarketing and lead generation, particularly in the B2B space - Excellent communication and negotiation skills - Familiarity with the commercial cleaning industry would be an advantage - Ability to work towards targets and manage a CRM sales pipeline This project is vital for our business growth and I'm looking for a dedicated professional to assist i...

... My organization is currently leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zoho One and ERP integra...