Zoho crmpekerjaan
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...
...agreement. Everything is handled remotely by phone, text, email, or your preferred CRM. You will have immediate access to lead details, comps, and my preferred contract templates, plus the freedom to use your own negotiation style as long as it stays compliant with local regulations. I am looking for someone who can demonstrate solid experience closing residential property deals. When you apply, focus on the results you have personally achieved—number of homes closed, average purchase price, conversion rates, or any other hard metrics that show you know how to move a transaction from “maybe” to “signed.” Deliverables • Signed purchase agreement or listing agreement for each assigned lead • Clear notes in the CRM documenting th...
...Build-Out – Design a full-funnel traffic plan spanning Google Ads, Facebook Ads, Instagram Ads, Bing Ads, and X Ads. Set up campaign architecture, audiences, and tracking pixels from day one. • Creative & Copy Guidance – Craft high-impact ad copy and coordinate with our design team so visuals resonate with affluent car buyers. • Conversion Tracking – Implement GA4, Meta Pixel, and any UTM or CRM hooks needed to measure form fills, phone calls, and chat inquiries. • Ongoing Optimisation – Manage bids, budgets, negative keywords, placements, and split tests daily to maximise qualified traffic at efficient costs. • Reporting – Deliver concise weekly summaries that spotlight traffic growth, cost-per-session trends, and nex...
I’m looking for one dependable person who can switch comfortably between creative work and day-to-day off...Brochures • Flyers • Business cards , etc You should feel at home in tools like Adobe InDesign, Illustrator, and Photoshop (or equivalent) and be able to deliver print-ready files plus the open source files so I can update them later if needed. When you’re not designing, I’ll count on you for light admin support: keeping my inbox organised, entering data accurately into spreadsheets or our CRM, and booking or rescheduling client meetings on my calendar. Experience with Google Workspace or Microsoft 365 will help you get up to speed quickly. If balancing creativity with structured admin work sounds like your kind of role, let’s talk abou...
Saya sedang mencari bantuan profesional untuk merancang strategi yang ...bayangkan: • Analisis cepat tentang karakter, kebutuhan, dan motivasi komunitas target. • Perumusan tujuan utama beserta indikator keberhasilannya. • Rencana aksi bertahap—mulai dari ide konten, kanal komunikasi, hingga cara menjaga keterlibatan anggota. • Panduan praktis untuk eksekusi harian berikut rekomendasi alat pendukung (mis. platform komunitas, social media tools, atau software CRM jika relevan). Saya terbuka menerima masukan kreatif dan siap berdiskusi agar strategi yang dihasilkan relevan serta mudah dijalankan. Jika Anda pernah membantu brand, organisasi, atau inisiatif lain menumbuhkan komunitas yang solid, saya ingin mendengar bagaimana Anda...
Hey there! We're building FitXlink, a fitness CRM platform, and we're looking for a talented brand identity designer to create our new visual identity from scratch. We’re aiming for a visual language that feels as clean and systematic as Stripe’s product branding (clear grids, simple geometric shapes, subtle gradients), with the professional SaaS maturity of GitLab’s brand (enterprise-ready, trustworthy, no “cartoony” elements), and a touch of the futuristic, performance-driven feel you see in brands like Future Co (sports/tech, high-performance, forward-looking). The visual identity should translate well into light and dark modes and feel native to a modern shadcn + Tailwind CSS v4-style UI component system. In practice, this means: &md...
...strong hands-on expertise in building production-ready systems, including: AI / LLM Development (OpenAI, Gemini, LangChain, RAG, AI Agents) Machine Learning & Data Science (Python, Pandas, NumPy, Scikit-learn) Backend Development (Python, Node.js, REST APIs) MERN Stack (MongoDB, Express, React, Node.js) DevOps & Deployment (Docker, CI/CD, Cloud hosting) Automation & AI Chatbots (WhatsApp, Web, CRM integrations) I deliver scalable, high-quality solutions with clear communication and on-time execution. Role: Client Acquisition Partner I’m looking for a motivated, reliable partner who can bring genuine AI / software development projects. Your Responsibilities Find and connect with real clients (freelance platforms, LinkedIn, communities, personal network, etc...
I need our web-based CRM, currently built in React, re-implemented as fully native apps for both iOS and Android. The existing REST and GraphQL endpoints are stable, so the job is mostly about translating interface logic and screens into Swift (or Objective-C) and Kotlin/Java while keeping parity with the browser version. Core functionality to reproduce • Secure user authentication with profile management • Full customer management workflow (create, edit, segment, assign, delete) • Analytics and reporting dashboards identical to the web charts and tables Design requirements The mobile UI must replicate the current design pixel for pixel. All colours, typography, spacing, and animations already exist in Figma; simply mirror them exactly so our users experie...
...virtual assistant who can comfortably hop around a CRM, pull customer data, and drop it into well-structured Excel sheets while we work together over Zoom screen-share. A rock-solid internet connection is essential because every session happens live; you’ll literally be mirroring my screen as you navigate the CRM and record the information. Scope of the first assignment • Navigate my CRM software quickly and accurately • Copy 700 clients, all required customer data into an Excel file I provide (proper column order, no formatting issues) • Complete the file in the timeline we agree on, with minimal error—think 99 %+ accuracy Workflow & expectations We’ll start with a brief Zoom interview where you’ll showcase your...
...virtual assistant who can comfortably hop around a CRM, pull customer data, and drop it into well-structured Excel sheets while we work together over Zoom screen-share. A rock-solid internet connection is essential because every session happens live; you’ll literally be mirroring my screen as you navigate the CRM and record the information. Scope of the first assignment • Navigate my CRM software quickly and accurately • Copy 700 clients, all required customer data into an Excel file I provide (proper column order, no formatting issues) • Complete the file in the timeline we agree on, with minimal error—think 99 %+ accuracy Workflow & expectations We’ll start with a brief Zoom interview where you’ll showcase your...
Need super prof in LinkedIn sales navigator Objective - Increase visibility and generate B2B leads (travel agencies, event planners, concierges, luxury hotels) through organic LinkedIn + Sales Navigator outreach, and convert partnerships/bookings. Timeline (90 days) - Days 0–7: Profile audit & optimization; set up tracking/CRM. - Days 8–30: Launch content cadence + first Sales Navigator outreach (50–100 leads). - Days 31–60: Optimize messaging, expand outreach, nurture leads. - Days 61–90: Scale outreach, secure partnerships/meetings, report. Profile & Page Optimization (complete within 7 days) - Headline: keyword-rich (e.g., “Luxury Chauffeur & Limousine Services | Corporate & VIP Transfers | Italy”). - About: 3 short pa...
...them smoothly to our onboarding team. Here’s what success looks like for this engagement: • A clear outreach strategy tailored to small businesses that rely on technology solutions like ours. • A growing pipeline inside a shared CRM, with each lead properly qualified and documented. • Regular progress checkpoints so we can measure conversions, address objections, and refine messaging in real time. • Signed service agreements that translate directly into revenue. You’ll likely draw on tools such as LinkedIn Sales Navigator, cold-email platforms, and whichever CRM you prefer; I’m flexible as long as activity is transparent and results are measurable. Deliverables will be measured weekly: number of new leads added, number of disc...
I’m expanding my BPO and need a talent sourcer who can quickly build a pipeline of entry-level customer support agents. The focus is on attitude and coachability rather than long résumés, but every candidate you send must clearly demonstrate the following: • Excellent communication • Problem-solving mindset • Basic technical skills (comfortable with CRM/ticketing tools) What I expect from you • A shortlist of pre-screened, interested applicants with résumé, contact details, and a brief note on why they match the three must-have skills. • An outline of your sourcing strategy and the channels you’ll tap (LinkedIn Recruiter, niche job boards, Facebook groups, campus outreach, etc.). • A realistic timeline...
...services—so you’ll need to translate technical jargon into clear business benefits. Phone calls and email campaigns are the core of the outreach. I’ll give you access to our CRM, call scripts, case studies, and packaged price points. You’ll qualify prospects, tailor proposals, negotiate terms, and guide them through to signature. Social media outreach isn’t mandatory, but if you have strategies that complement the call-and-email approach, I’m open to hearing them. Deliverables (acceptance criteria): • Close a minimum of 5 new SEO or digital marketing contracts within the first 30 days. • Keep detailed call and email notes in the CRM so progress is transparent. • Ensure each deal meets or exceeds the predefined packag...
...any sales cycle. • Leadership and team management, customer relationship management, and the start of technical product knowledge, aligned to conveyors, forklifts, racking, and other material-handling solutions. What I expect when you’re done: • A headline and “About” section rich with material-handling keywords. • Past positions rewritten to showcase quantifiable sales, leadership, and CRM achievements. • Skills section populated with the most relevant hard and soft skills for B2B sales. • Recommendations template plus guidance on whom to approach for endorsements. • Optimised banner and profile-photo guidance so the page looks polished on first click. • Optional summary doc so we can fine-tune wording la...
I’m expanding our franchise network across the region and want energetic partners who can move product and grow...the wider you cast the net, the bigger the commission potential. Deliverables I will measure weekly: • Lead list with contact info and status notes. • Event summary with attendance numbers, sales closed, and next-step actions. • Social-media performance snapshot (reach, engagement, conversions). • Signed retail or partnership agreements you have secured. Tools are flexible—use your own CRM, Mailchimp, Meta Ads Manager, or the flyers in your trunk—as long as the numbers move. If you thrive on meeting new people, can organize an event that actually sells, and love the idea of scaling income past $100K a month, this franchise...
My cybersecurity consultancy is ready to scale and I want LinkedIn to be the primary engine for that growth. The goal is simple: start qualifi...follow-up scripts and value-driven content snippets. • Execute daily connection and messaging sequences from my LinkedIn account, maintaining a natural cadence. • Nurture responses, qualify interest and secure calendar bookings in my scheduling tool. Acceptance criteria – Minimum of 15 qualified meetings scheduled per month. – All conversations tracked in a shared spreadsheet or lightweight CRM. – Tone and branding remain consistent with the guidelines I provide. If you already use tools such as LinkedIn Sales Navigator, Apollo or a similar enrichment platform, mention it when you reply so I know we...
I need an experienced cold-calling specialist to help me win new B2B clients in North America, focusing on medium-sized companies. Your job is to research or validate prospect lists, pick up the phone, introduce our services with confidence, and secure qualified discovery calls for me. You should already be familiar with the nuances of international dialing, time-zone management, and CRM note-taking so every interaction is tracked. Fluency in English, a professional yet friendly phone presence, and a proven track record landing meetings in a similar market will be essential. The deliverable I expect is simple: a steady flow of booked appointments with decision-makers that match the profile we agree on at the start of the project, along with concise call notes for each attempt ...
Descrip...(notas, resúmenes, recordatorios). Requisitos - Experiencia previa en Atención al Cliente o roles administrativos similares. - Habilidades excepcionales de comunicación y redacción en español. - Inglés alto (oral y escrito). - Perfil organizado, estructurado y orientado a soluciones. - Capacidad de autogestión y trabajo remoto. - Experiencia con herramientas digitales: Google Drive, Google Sheets, CRM, WhatsApp Web, email, etc. - Internet estable y disponibilidad en horario español (Madrid). Condiciones Trabajo 100% remoto. Jornada completa: 9:30 a 18:30 (hora de Madrid, España) Retribución: 350 € / mes en 13 pagas (4.550 € brutos/año). Contrato: Freelance / colaborador externo. Dura...
I’m expanding my BPO and need a talent sourcer who can quickly build a pipeline of entry-level customer support agents. The focus is on attitude and coachability rather than long résumés, but every candidate you send must clearly demonstrate the following: • Excellent communication • Problem-solving mindset • Basic technical skills (comfortable with CRM/ticketing tools) What I expect from you • A shortlist of pre-screened, interested applicants with résumé, contact details, and a brief note on why they match the three must-have skills. • An outline of your sourcing strategy and the channels you’ll tap (LinkedIn Recruiter, niche job boards, Facebook groups, campus outreach, etc.). • A realistic timeline...
My company sells a ni...handle initial objections, and set qualified appointments on my calendar. A conversational, consultative tone is essential; scripts are only a starting point, and I’m happy to workshop wording with you so it feels natural. Deliverables I will review weekly: • An updated lead sheet (Excel or Google Sheets) with all new companies and contacts added • Call notes and call outcome tags logged in my CRM (HubSpot or a simple shared tracker) • A short recap of successes, challenges, and any script tweaks you recommend Success is simple to measure: a healthy pipeline of booked calls with decision-makers from medium-sized firms that match our profile. If we see traction, there is room to scale both the list building and the calling hours in...
...on quotes, pricing logic, and proposals that better matches how our sales team actually works. What we need help with: Review our current Salesforce CPQ setup Understand our existing quote and pricing logic Help us migrate to a different quoting & proposal system Set up pricing rules and quote generation Make quotes and proposals work together in one place Connect the new system with our CRM or other tools if needed Why we’re doing this: Salesforce CPQ feels too complex for everyday use Small pricing changes are harder than they should be Quoting and proposal creation feel disconnected Too much manual fixing and maintenance The overall cost of Salesforce no longer feels justified for our needs What we’re looking for: Someone who has worked with Sale...
...and outbound sales calls exclusively focused on qualifying leads. Every conversation should uncover whether the caller genuinely needs our product; that single criterion is what matters most to us at this stage. Here’s the flow I expect: pick up or dial, briefly introduce the brand, ask the discovery questions I’ll provide, gauge the prospect’s need, and then record outcome notes in the shared CRM. No pitching, demos, or order processing—just clear qualification so my closers can step in with confidence. You should be comfortable working from a concise script, updating fields in HubSpot (or a similar tool), and keeping call summaries neat and timely. Calls will be routed through our VoIP system, so a stable internet connection and a quiet environment...
I’m expanding my BPO and need a talent sourcer who can quickly build a pipeline of entry-level customer support agents. The focus is on attitude and coachability rather than long résumés, but every candidate you send must clearly demonstrate the following: • Excellent communication • Problem-solving mindset • Basic technical skills (comfortable with CRM/ticketing tools) What I expect from you • A shortlist of pre-screened, interested applicants with résumé, contact details, and a brief note on why they match the three must-have skills. • An outline of your sourcing strategy and the channels you’ll tap (LinkedIn Recruiter, niche job boards, Facebook groups, campus outreach, etc.). • A realistic timeline...
...confirms payment → admin verifies manually → booking confirmed * **Stripe Option:** Client can pay 50% deposit instantly → system confirms automatically * Booking added to schedule/calendar once deposit is verified --- ### **5. Booking Confirmation** * Automatic email to client confirming booking once deposit is verified * Booking added to schedule/calendar (Google Calendar, WordPress plugin, or CRM) --- ### **6. Admin Dashboard** * View pending quotes, accepted/declined quotes, deposits received * View bookings schedule * Export data for tracking and reporting --- ### **Optional Enhancements (Later)** * Automated email reminders for unpaid deposits * Quote expiry notifications * Post-move review requests --- ## **Technical Requirements** * Platform: Jo...
Our Zoho Bigin account needs a clean, reliable bridge to Meta Ads. The immediate priority is the WhatsApp lead flow: conversations arrive, but the data does not always map back to the correct contact or deal, so I am fighting constant data-sync issues. Once that pipeline is solid, I also want the existing Meta Ads Forms connection reviewed and adjusted so every new form submission lands in Bigin with the right fields populated. Here is what I expect from you: • Fix the WhatsApp integration so every message, name, phone number, and ad set identifier syncs to the right place in Zoho Bigin without manual intervention. • Audit and tune the Meta Ads Forms integration to the same standard of reliability. • Document the configuration and any custom functions (De...
...questions, escalating anything unusual in our CRM, and logging concise call notes so the rest of the team can see the history at a glance. Outbound calls are mostly courtesy updates, payment reminders, or quick satisfaction checks; hard sales are not required. For smooth hand-off you’ll log every interaction in HubSpot (or a comparable ticketing tool if you prefer), tag the call disposition, and draft a one-line summary for me before you clock out. A quiet environment, a dependable headset, and familiarity with VoIP softphones such as Google Voice or RingCentral are essential. Deliverables I will review daily: • All inbound calls answered or returned within five minutes • Outbound follow-ups completed from the day’s callback list • Accurate CRM...
...decision-makers, a concise record of each touchpoint, and personalised outreach that gets them to accept a meeting on my calendar. To keep things clear, here’s how I’ll measure success: • A steady flow of fresh, qualified leads that match the industry and size profile above. • Calendar appointments set and confirmed—these count only when the prospect shows up. • A weekly spreadsheet or CRM update outlining sources, contact info, conversation status and next steps. If you’re already comfortable scraping or manually collecting data, writing short persuasive LinkedIn messages, and following up by email or phone until the meeting is secured, this will be a straightforward engagement. Tools such as Hunter, Apollo, Lemlist, or similar ...
...decision-makers, a concise record of each touchpoint, and personalised outreach that gets them to accept a meeting on my calendar. To keep things clear, here’s how I’ll measure success: • A steady flow of fresh, qualified leads that match the industry and size profile above. • Calendar appointments set and confirmed—these count only when the prospect shows up. • A weekly spreadsheet or CRM update outlining sources, contact info, conversation status and next steps. If you’re already comfortable scraping or manually collecting data, writing short persuasive LinkedIn messages, and following up by email or phone until the meeting is secured, this will be a straightforward engagement. Tools such as Hunter, Apollo, Lemlist, or similar ...
Necesito cubrir la atención al...clara. Qué espero de la colaboración: • Monitorear el chat sábado y domingo, respondiendo en tiempo real. • Detectar cuándo la respuesta automática no resuelve la duda y redactar una respuesta personalizada. • Registrar preguntas recurrentes y proponer mejoras para la base de respuestas automáticas. • Escalar incidencias técnicas mediante un formulario interno y dejar constancia en nuestro CRM. • Al finalizar cada jornada, entregar un breve informe con número de conversaciones atendidas, tiempos de respuesta y temas frecuentes. Trabajo 100 % en español; valoro redacción impecable y tono cordial. Si ya has manejado herramientas de chat h&iac...
...modules to meet our business requirements, as well as providing technical support and guidance to our internal team. Scope of Work Implement and customize Odoo modules based on business needs Enhance Odoo Website functionality and user experience Integrate and configure Stripe payment gateway Develop a Training Management System module within Odoo Work with core Odoo apps, including: (Contacts, CRM, Sales, Accounting, Projects, Timesheets, Website, Email Marketing, Social Marketing Develop and deploy new features and functionalities Troubleshoot, debug, and resolve technical issues promptly Provide basic training and knowledge transfer to internal team members Required Qualifications Proven hands-on experience in Odoo development and implementation Strong understanding of Od...
Zoho ERP Integration Specialist Project Overview A leading service contractor company in Kenya, seeks an experienced Zoho ERP Integration Specialist to implement a comprehensive Zoho One ecosystem. The project involves configuring and integrating 11 Zoho modules with external systems including KRA eTIMS and M-Pesa APIs, tailored for Kenya's regulatory environment. Project Details Duration: 2-4 weeks (0-1 months) Work Model: Remote with occasional on-site visits to Nairobi Modules: 11 Zoho modules + 3 custom Zoho Creator applications Key Integrations: KRA eTIMS Type C, M-Pesa B2C API, Inter-module automation Budget: Competitive - Based on experience and proposal Note: Detailed Scope of Work document will be shared with shortlisted candidates. R...
I need an advanced, fully integrated platform that merges ERP, CRM, HRM, and Accounting into a single, web-based solution aligned with Indian accounting standards (GST, TCS/TDS, e-invoicing, and statutory reports). ERP is the core of the build, and within that the most critical areas are inventory management, supply-chain management, and production planning. The system must seamlessly support multiple branches and warehouses, allowing real-time stock visibility, inter-branch transfers, and consolidated as well as branch-wise financial statements. Production planning should handle bill-of-materials, work-order scheduling, and material requirements. Supply-chain tracking must cover purchase requisitions through to vendor payments, tying directly into the accounting module so ledger...
...organised, proactive account manager who can keep my daily operations on track while I focus on growth. Your core responsibilities will be threefold: maintaining smooth, friendly client communication; staying on top of sales tracking; and compiling clear, data-driven reports that help me make decisions quickly. You’ll have the freedom to choose the best tools for the job—whether that’s a familiar CRM platform, Google Workspace, Excel, or another system you know inside out—as long as the information flows seamlessly and nothing falls through the cracks. I’m flexible on seniority: proven skill and reliability matter more to me than years in a title. If you can demonstrate that you’ve juggled similar duties before and kept stakeholders happy, we&...
...expert who can lift both our revenue engine and the quality of support we give every new customer. Your first mission will be to examine our current sales funnel, identify conversion leaks, and design campaigns—email sequences, landing pages, social ads, or any other tactic you believe will generate qualified leads and close them faster. I will give you full access to performance data from our CRM and advertising dashboards so you can back every recommendation with numbers. At the same time, I want to raise the bar on support quality. I’m looking for actionable fixes: clearer workflows, stronger knowledge-base content, and measurable service-level goals that translate into happier customers and stronger retention. Key deliverables • A growth roadmap that...
...things running smoothly. The finished product must be WCAG-friendly, mobile-first, and easy for me to update without touching code. Deliverables • Full-responsive website (WordPress, Webflow, or similar CMS) with up to five core pages: Home, About, Services, Resources, Contact • Service pages focused on NDIS disability support, each with an enquiry form that feeds into my email and optional CRM • Accessibility best practices implemented (alt tags, ARIA labels, colour contrast, keyboard navigation) • Basic on-page SEO setup and submission to Google Search Console • Handover package: admin credentials, theme files/exports, and a short Loom walkthrough showing how to edit content Acceptance criteria – All pages load correctly on desktop, ...
...expert who can lift both our revenue engine and the quality of support we give every new customer. Your first mission will be to examine our current sales funnel, identify conversion leaks, and design campaigns—email sequences, landing pages, social ads, or any other tactic you believe will generate qualified leads and close them faster. I will give you full access to performance data from our CRM and advertising dashboards so you can back every recommendation with numbers. At the same time, I want to raise the bar on support quality. I’m looking for actionable fixes: clearer workflows, stronger knowledge-base content, and measurable service-level goals that translate into happier customers and stronger retention. Key deliverables • A growth roadmap that...
...into a one-click process. Its core job is data collection—capturing information from pages we specify—while also handling the little chores my team repeats every day: filling forms, scraping targeted fields, and kicking off routine browser actions such as page refreshes or button clicks once certain conditions are met. The add-on must connect cleanly to three parts of our internal stack: • our CRM system (REST APIs already documented) • the project-management tool we use (webhook support available) • a central database for long-term storage (PostgreSQL) Please build with the standard WebExtension/Manifest V3 approach so we can maintain a single codebase. JavaScript or TypeScript is fine, as long as the source is well-commented. Security matt...
I have a single PDF that holds roughly 50 scanned business cards, all in English. I need every card transcribed into a clean Excel sheet so I can import the contacts into my CRM without manual re-typing. Here’s what has to come across from each card: • Name • Job title • Company name • Company logo (please paste the image into its own cell or include a link to the extracted file) • Direct phone number(s) • Email address • Physical address Lay everything out in a standard column format—one row per card, one clearly labeled column per data point. Accuracy is key, so I’ll spot-check against the PDF; inconsistencies or missing fields will need correcting before final hand-off. I’m fine with whatever method you p...
...calendar without double-booking. • Provide quick, accurate answers to routine enquiries (pricing, location, service details, etc.) while handing off complex or high-value leads to a human when needed. • Sync every interaction back to the GoHighLevel CRM so lead records, tags, and notes stay up to date, and push notifications through my preferred messaging platforms. Deliverables will be accepted when: 1. Phone, email, and chat channels have been configured, tested, and demonstrated in a short screen-share or video. 2. Calendar, CRM, and messaging platform integrations create and update records automatically without errors. 3. A clear set of prompts/flows is supplied so I can tweak responses later. I already have GoHighLevel accounts, phone numbers, an...
...reach out, have a concise discovery conversation, and capture critical data—UK B2B status, decision-maker role, product need, MOQ, timeline, and genuine intent to meet. Once a lead ticks those boxes, slot a meeting straight into my GMT calendar (I use Calendly) and note every detail in the shared CRM. Deliverables • Contact each Meta Ads lead within 24 hours of arrival • Record qualification data points (UK B2B status, decision-maker, product need, MOQ, timeline, meeting intent) in the CRM • Schedule confirmed sales meetings with qualified brands, retailers or wholesalers, averaging an agreed number per week If you’re comfortable driving polite yet purposeful outreach—email, phone, or LinkedIn—while keeping meticulo...
Scope: - Correct vertical layout stretching across the following pages: Home, Owner, Agent, Developer, Seller, Find an Agent, AI CRM, and AI Assist. - Ensure sections size naturally according to content, with no forced stretching. - Ensure that both desktop and mobile views are correct. - No redesign or copy changes will be made. - No new sections added. - Note: The layout fix will be applied site-wide. Once the root cause is identified and corrected, the fix will apply across all pages.
...targeting parameters tailored to professionals (job titles, interests, behaviours). • Creative assets: copy variations and static/video concepts that speak to career-driven audiences, plus guidelines for A/B testing. • Tracking & attribution: Meta Pixel setup, custom conversions, and UTM tags to pipe clean data into my CRM. • Ongoing optimisation: weekly reporting, audience refinement, and budget re-allocation to keep cost-per-lead falling. I already have landing pages and a CRM in place; I’ll grant access to both so you can verify tracking and push leads straight into our workflows. If this first sprint performs well, I’m open to scaling spend or even adding Google Ads down the line. To hit the ground running, please confirm which an...
Scope Overview (High Level): We are a startup and we are looking for an experienced Zoho FSM resource to implement and support: • Zoho FSM core setup and configuration • FSM Technician App for PSOs • FSM Customer App for service booking, tracking, payment, notifications • WhatsApp Business API integration for booking, Payment link and notifications • Custom company website – with the ability to intake service requests into Zoho FSM as requests Automated workflows for: o Request intake from FSM Customer App and WhatsApp o Work order creation > Service o Technician assignment based on availability and location o Job acknowledgment and execution • Payment gateway integration (UPI, cards, net banking) • Auto invoicing (Defin...
...agency and I want a polished invoice template that works seamlessly in both Microsoft Excel and Google Sheets. Once complete, I should be able to copy-paste raw data straight from our CRM (sample tabs provided) and have the invoice populate instantly without touching any formulas. Key functions I need baked in: • Auto-formatting so the file always prints cleanly in landscape, no matter how many service lines we add. • Dynamic column handling—if I insert extra columns the header must stay intact, and I can hide or show selected columns with a single click. • A dedicated import zone that matches the CRM export fields, ensuring data drops into the correct spots every time. Design requirements: • Custom template styling that reflects our bra...
...Interest is tagged/segmented correctly 4. Empauher can communicate intentionally based on interest ### Data Requirements * No duplicate records created * Users may belong to multiple interest areas * Tags/groups must be consistent and clearly named --- ## 5. CRM Alignment (Scalability) * Newsletter and waiting list contacts will primarily live in Mailchimp * Deeper relationships (booked calls, active clients, corporate leads) will later connect to **HubSpot** * The website setup must: * Avoid fragmented lists * Allow clean future CRM integration * Not hard-code logic that blocks scaling --- ## 6. Contact Form – Critical Issue to Resolve ### Current Problems The existing contact form: * Receives high volumes of spam * May be losing or misrouting legit...
Busco um desenvolvedor sênior em para implementar o motor de vendas de uma imobiliária. O objetivo é criar um ecossistema que receba leads do Meta Ads, Instagram e site qualifique-os via ia (gpt-4) consultando uma base de dados no google sheets, e gerencie todo o funil dentro do kommo crm, com comunicação ativa via z-api. Escopo Técnico da Rotina: 1. Captura e Triagem: Configurar Webhooks para recebimento de leads (Facebook/Instagram), validação de telefone e criação automática do contato no Kommo CRM com tags de origem. 2. Cérebro de Vendas (IA): Integrar a Openai api para atuar como sdr digital. A IA deve realizar buscas dinâmicas em uma planilha Google Sheets (Base de Imóveis/C...
