Best crm for small financial services firm仕事

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We are looking for EN>JP translators for our project. Field: medical, life science pricing manner: per EN word requirements: Freelancer (not the agency) native Japanese speaker at least two years in a translation firm or department Good at medical translation simple test as acceptable Please contact us if you are available

...program 2005 to 2012 SSIS side is improt form exel to dbo and job lancher is C# based exe. Req Skill C# 2000, SSIS, SQL prototype, ex- version will remained Documets also you need to upgarede customizing and version up job. Becase some field connection was changed. 2 upgarde SSRS program 2005 to 2012 small customizing upgarde checking. over 100 report should upgarde All required hourly job regards MS製品のSQLとSSIS、SSRSをサーバサイドに使用し フロントサイドをPHP+IISのMSソリューションベースのCRMシステムを作成使用しています 継続的にお出しできる開発箇所がございますのでご応募お待ちしています サーバサイドエンジニアはおります（SQLのみ作成もらえればストアドの実装などは当方で行います） テスト環境はありますので、フロントサイドのみに専念できます 以下のエンジニアリング案件ございます １　SSISの取り込みとランチャーexeの作成 ２００５から２０１２へのアップグレード案件、エクセル型式変更などの変更対応 ２　SSRSのアップグレード　レポート多数 印刷系のレポートです　 ２００５から２０１２へのアップグレード、検証、軽微な書式の変更 ３　サーチ...

...appications. Thanks now we are searching below project enginner. 1 upgrade SQL server SSIS import program2005 to 2012 SSIS side is improt form CSV to DB, job lancher is C# based. Req Skill C# 2000, SSIS, SQL 2 upgarde SSRS program 2005 to 2012 small customizing upgarde checking. over 100 report should upgarde 3 php with sql add new searching view etc stored exec, view,dbo, will be made by server side so you only made front side. need github and wrike regards MS製品のSQLとSSIS、SSRSをサーバサイドに使用し フロントサイドをPHP+IISのMSソリューションベースのCRMシステムを作成使用しています 継続的にお出しできる開発箇所がございますのでご応募お待ちしています サーバサイドエンジニアはおります（SQLのみ作成もらえればストアドの実装などは当方で行います） テスト環境はありますので、フロントサイドのみに専念できます 以下のエンジニアリング案件ございます １　SSISの取り込みとランチャーexeの作成 ２００５から２０１２へのアップグレード案件、エクセル型式変更などの変更対応 ２　SSRSのアップグレー...

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...in Japan, but we want to expand our business there, so we are searching for candidates that can come to be interviewed to our branch office in Japan (Tokyo). We need a salesperson / account manager in Japan; the candidate will be required to: - Actively make sales calls to Japanese companies to sell translation services, and so develop new customers (no need for doing translations). - Contact and visit customers - keep a permanent, live relationship with the customers. - Manage the existing customer accounts and manage sales records. - Participate in trade shows and conferences. - Submit regular reports about his/her activity. - Maintain a good communication by email/Skype with the bosses. Requirements for the candidate: - Must be a resident of...

I need to make a company profile brochure , power point design for special reports and stationary design for a tax consulting firm

...are ONLY looking for candidates who can write/speak Japanese language We are a Social Media Service Company ( MIRAISHONEN, Inc.() ) providing multiple services, seeking for Business Planning Researchers(Analysts) . Here is the introduction of our company. Corporate Summary PV: Corporate Brochure: WEB: This is the job to research on our new business models prior to their launch in regards to market trends and competitons with strong analysis especially based on data and numbers. -Job Descrption *Creating reports with PowerPoint and Word about the services and companies we

Services  Professional Photos, Images, Pictures editing  Data Entry & Data Processing  Logo Designing & T-shirt Designing  Any work with Ms. WORD, Ms. Excel, Ms. PowerPoint  Architecture  HTML, CSS, PHP  FB Cover Photo, Banner Designing

I'm looking for a master plumber to provide comprehensive plumbing services for the finish out of a restaurant commercial space. I need pipe repair, drain cleaning, and water heater installation expertise. I also need someone who can assist with: - Kitchen plumbing setup - Seating area plumbing (if required) - Restroom facilities plumbing To understand the project specifics, you'll need to request plans and discuss details with me. I expect a skilled, experienced commercial plumber who is familiar with the unique requirements of restaurant plumbing. Please bid if you can match these requirements.

I'm in need of a proficient data analyst to perform group comparison analysis on my SPSS file. Key Requirements: - The purpose of this analysis is to compare different groups or variables (two). You'll need to identify the relevant groups and perform T-tests/ANOVA accordingly. - You'll be provided the data in SPSS file format, hence experience and a good understanding of SPSS is a ...accordingly. - You'll be provided the data in SPSS file format, hence experience and a good understanding of SPSS is a must. Ideal Skills and Experience: - Proficiency in SPSS and strong statistical analytical skills. - Experience in conducting T-tests and ANOVA. - Ability to interpret and explain results in a clear and concise manner. Please bid if you have the relevant skills and ex...

We are a start-up and looking for a Chartered Accountant with Zero Attitude. Core Skills Required: Cloud Busy, GST Reconciliation, Adjusting Non-GST Purchases, RCM, Invoicing and Bookkeeping. Core Experience Required: Atleast 2-3 years of experience in handling annual turnover of 5 Cr + preferably in e-Commerce sector. And, someone who can take complete responsibility of owning, managing and supervising all tax related work. Please only apply if you can work dedicatedly and for long term.

...maintaining viewer interest. - Motivational Music: I specifically prefer an Inspirational Cinematic style for the background music. The track should complement the visuals and elevate the overall impact of the reel. - Screenshots: The reel should include screenshots of the Robinhood balance increasing 15-20 times over the 15 days. These screenshots should be a mix of static images and animated graphs, creating a dynamic visual representation of the account's progress. The ideal candidate for this project would have experience in video editing, a creative eye for storytelling, and a strong understanding of how to pair visuals with music for maximum emotional impact. Experience with financial or motivational content creation would be a plus. Please...

...integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a specific set of indicators to include, but I welcome suggestions for impr...

I run a promising non-profit organization in Saskatoon. We are passionately dedicated to youth affairs, mental health and addiction issues, outreach programs, pro-social recreation, and local culture enhancement. We're now seeking a talented Grant Writer who can help us secure sustainable funding. Your main goal will be to help: - Expand our programs and services - Hire staff members - Obtain a building to operate from We primarily serve Saskatoon, so familiarity with local funding opportunities will be an advantage. Ideal skills and experience: - Experience in grant writing, especially in the area of mental health, addiction, and youth outreach programs - Knowledge of Saskatoon's non-profit landscape - Strong research and persuasive writing skills - Ability to work wit...

I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed...and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucia...

I'm looking for an experienced developer who can create a web and mobile application for a community-based project. This is a multifaceted project with a variety of requirements that aim to promote user interaction and engagement within the platform. Features & Modules: - User Registration & Login: A seamless process that allows users to sign up and access the platform with ease. - Messaging System: A built-in messaging system that enables users to communicate with each other. - Forums for Discussions: A space where users can create and participate in discussions, fostering a sense of community and collaboration. Third-party Integrations: - Payment Gateway: Integration of a payment gateway to facilitate any financial transactions that take place ...

...didn't work for me. Since Plaid API didn't work for me I am thinking we will have our own APIs to integrate to any investment banks/ brokers like E*Trade, TD Ameritrade (now part of Schwab(, Vanguard, Fidelity, Robinhood and many more. See Following APIs are needed at high level: - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged, Fees, Sold, Bought positions etc.) for a given account/ institute. We will publish two things: 1) In order to work with us as a broker/ investment what we need at minimum - certification steps 2) APIs for anyone to work

I have been doing online business for more than five years. The 2023 revenue is $4.5 millions. I'm on the hunt for a professional high ticket sales closer with an in-depth understanding of the e-commerce industry. I'm launching an online school focusing on teaching individuals how to build successful multi-million-dollar e-commerce businesses. My target audience is motivated individuals eager to learn the e-commerce ropes and willing to invest in high-level education. Key Responsibilities: - Convert interested prospects into students - Possess persuasive consulting services skills - Foster relationships with potential clients Ideal Skills and Experience: - In-depth knowledge of the e-commerce industry - Proven track record in high ticket sales - Expert...

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I'm looking for an experienced mobile app developer that can create a New Idea hunting app for both iOS and Android. Key Features: - will be discussed to bidders for confidentiality purposes Ideal Skills: - Proficiency in cross-platform mobile app development - Prior experience in developing social networking apps - Strong skills in development, media sharing, and location-based services - A good understanding of user privacy and data protection - Ability to create a sleek, user-friendly interface -Able to communicate with me based on the ideas and put them into reality If you have prior experience in building similar apps and can meet these requirements, I would love to hear from you. Please provide examples of your previous work for considerati...

I need a new website that will serve as a platform for selling products or services. Specifically, I'm looking for a professional who can: I want to be ale to sync this with my other website, ebay store, shopify - Develop a user-friendly website with basic customization on a standard platform - Integrate an online payment system including digital wallets (e.g., PayPal, Apple Pay) Ideal Skills and Experience: - Proficient in e-commerce website development - Experienced in integrating online payment systems, especially digital wallets - Skilled in basic customization on standard platforms, ensuring the website aligns with our brand and user experience expectations. Please provide examples of similar projects you've worked on.

I'm in need of a new logo for our high-end marine and yachting company. The logo should be crafted to represent the following styles: elegant, modern, simple and luxurious. Key Requirements: - The logo must embody elegance and luxury, appealing to a high-end clientele. - It should be modern and simple, avoiding overly complex or cluttered design elements. - For demo purposes, please use "freelancer marine services" as the business name. Once the successful candidate is selected, the business name will be disclosed for the final product. - Please DO NOT use any form of cursive in the logo - Must be able to provide both portrait and landscape format of the logo - Must be able to provide the logo in PNG, SVG and JPG file formats - The colo...

I am looking for someone to help expand my company that provides services. Our target audience is both businesses and individuals. Key Responsibilities: - Research and identify market opportunities - Develop strategies to grow the business - Execute marketing and sales plans - Enhance online presence and engagement The ideal candidate should have experience in the service industry and demonstrate a strong business acumen. Experience in developing online platforms and digital marketing would be a plus.

I'm seeking an experienced Prestashop module developer who can swiftly design a custom module for me. The module must allow for managing pdf invoice templates. Key Features for the Module: - Display invoice number and date - Present an itemized list of products/services - Indicate the total amount - Show correct payment details The job requires in-depth knowledge of Prestashop and familiarity with coding for invoice generation. A history of developing similar modules will be a strong advantage. The project needs to be completed ASAP. The ideal freelancer should be responsible, have excellent communication skills, and be able to deliver the project promptly. Please submit your bid including your relevant experience and how you plan to accom...

I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someone who can hit the ground running.

Hello, I need interactive demo, built in Unity, C#, for scrolling and repeating map of 2D tiles. 1) The map shall be square. The camera must follow main character(let it be represented as simple circle). When the character moves close to the edge of a square, the map shall be wrapped around, so that bottom part goes top, left part goes into right, and so on. The above, I call scroll, repeat map. PM me, if you do not get my description. 2) The map shall have some props, like other circles with various radius. Main character shall not go through the props. The main character shall avoid the props while moving. 3) Moving is done with keyboard.

Need drawings for a 3 season room as posted in the attached file from elevations to layout.

I am seeking a talented Grant Writer to assist in drafting a comprehensive grant proposal for a business grant. Key Responsibilities: - Craft a compelling grant proposal specifically tailored for securing start-up funding from private foundations. - Ensure all grant requirements are met and the proposal is persuasive and well-researched. Ideal Skills and Experience: - Proven track record in successfully obtaining business grants, especially for start-up funding. - Proficiency in understanding the needs of private foundations and tailoring grant proposals accordingly. - Excellent writing and research skills to articulate the business's vision, mission, and financial needs effectively. - Knowledge of the grant application process, including the ability to ...

I'm currently in need of a professional white hat hacker's services. I am dealing with some compromised accounts, and your expertise with vulnerability assessment, network penetration testing, and web application security testing is required. Tasks I need help with: 1. Vulnerability Assessment: Conduct a systematic evaluation of my system's vulnerabilities. 2. Network Penetration Testing: Simulate a possible attack on my network to assess its security. 3. Web Application Security Testing: Ensure the security of my web applications against potential threats. Further, I have been compromised on some of my email and social media accounts. I need your support with: - Password Recovery: Restore access to my accounts by recovering or resetting lost passwords. - Account...

I'm in need of a talented wix web developer to create an informational website geared towards inidividuals seeking psychotherapy and cousnelling. The primary goal for visitors must be to obtain information about counselling. Key Requirements: - Strong background in website development, preferably with experience in building informational websites - Ability to create a professional, clean, and easy-to-navigate design - Experience in SEO to optimize content visibility The Result: Visitors must be able to easily navigate through the site and attain all the information they need about our counselling services. Your skills and experiences will play a crucial role in making this project a success and I'm looking forward to viewing your portfolios and past works clos...

Context: The unified login is a centralized authentication system used by various public services and government agencies in Brazil. It allows users to access multiple government platforms and services with a single set of credentials. When a user attempts to log in to a participating website or application, they are redirected to a common login page hosted at "". Here, users can enter their credentials, typically consisting of a username (usually their CPF - Cadastro de Pessoas Físicas, the Brazilian individual taxpayer registry identification) and a password. Description: I am reaching out to inquire about a service you may provide regarding the automation of login within a Docker environment. I have encountered difficulties automating the

...goal is to convince investors to put money on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pie charts, and infographics (you can redesign the charts already put in the model). Incorporate interactive visuals for digital presentations if possible. Hig...

I have a Google document with incomplete d...includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are required for consideration - please in...

I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lea...

I am current...intending to dissolve my trust fund for this reason. This is an important step for me and I require professional input to guide me through this process. I am searching for someone with a strong background in financial management, particularly in trust funds. Knowledge in investment tracking is essential, alongside the capability of providing me a system where I can manage, monitor and make decisions about my finances independently. Additionally, the right candidate will be someone capable of: - Guiding me through the dissolution of my trust fund - Helping me establish full control and decision-making authority over my finances - Setting up a system for my independent financial control This is substantial shift for me and ...

I am a beginner in commercial real estate and I want to specifically learn about underwriting retail properties. I'm looking for an experienced professional to teach me the ins and outs of this process. Key Areas: - I require a thorough understanding of market analysis. - I need to learn how to use financial modeling effectively in underwriting. Preferred Learning Format: - I'd like to have interactive sessions. I learn best through real-time engagement and possibly some Q&A. Skills and Experience Needed: - Deep expertise in commercial real estate, particularly in retail properties on excel - Proven track record of underwriting retail real estate deals. - Strong teaching and communication skills to make complex topics understandable. - Experience in...

I'm in need of a cutting edge informational website for my business. The primary objective of this website is to encourage visitor interactions and prompt them to reach out to me. the company has been here since 1997 but we are now under new management since december 1st and we have remodeled and revamped the space we are a printing and copy shop but we have so many other services that we provide. I already have the domain name that I would like to use for my business Key components that need to be integrated into the homepage include - Testimonials: Displaying positive feedback and comments from satisfied clients will help in building credibility. - Featured Services: A section that highlights my main services or products, showcasing their value an...

I am in need of a skill...gotten rather messy and needs a professional touch. Key Tasks: 1. Grammar and Punctuation: Make sure the text reads well and is free from language errors. 2. Formatting and Layout: I am looking for a final layout that presents the information in a clear, organized manner. I don't have any specific preferences for this, but standard professional formatting is the goal. Ideal Skills & Experience: - Proven experience in editing large documents - Excellent language skills - Proficiency in Word formatting - Knowledge of standard professional formatting - Previous exposure to income tax or other financial documents is a plus I am attaching a document from 2019 that we used. I would like it similar but cleaned up a little bit of diffe...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO ...

I am searching for an experienced financial specialist to assist me in securing capital funds exceeding $500,000 for my service industry business. The capital will primarily be utilized to support and expand business operations. Ideal Candidate Skills: - Extensive experience in fundraising and capital generation in service industries - Proven track record of successful capital raising ventures - Deep understanding of service industry requirements and constraints - Strong business acumen and strategic planning skills Responsibilities and Goals: - Develop innovative and effective capital raising strategies - Assist in identifying potential investors and negotiating terms - Provide advice on efficient allocation of capital for business operations - Facilitate t...

I'm looking for a creative web developer to build a sleek and professional 1-5 page informational website. Key Project Requirements: - The website should be informational-based, with engaging content to provide visitors with a comprehensive understanding of the services and solutions offered. - A contact form should be integrated, allowing users to easily get in touch with me. Key Skills & Experience: - Proven experience in web design and development, with a strong portfolio of successful informational websites. - Experience in creating user-friendly contact forms, ensuring seamless communication with potential clients. - Strong understanding of contemporary design principles and trends. Please provide examples of previous projects similar to this and outline you...

I'm seeking a skilled and experienced professional to develop a Detailed Project Report (DPR) for a real estate project in Lucknow. This report is primarily for potential investors, therefore it should be extensive, informative, and compelling. Key tasks and requirements: - Develop a comprehensive DPR that clearly outlines the potential of the project, its financial viability, and the predicted return on investment. - The DPR should be structured in a way that is easy to understand for investors with varying levels of real estate knowledge. - Conduct a thorough market analysis specifically focusing on Lucknow real estate market. - Recommend the most suitable real estate project type (residential, commercial, mixed-use) based on the market analysis. - The D...

...- **User Management:** Account creation and login via email or Google account, admin panel for managing user accounts. - **User Profile:** Profile completion with name, photo, description, and payment information. - **Geolocation and Filters:** Find nearby services using geolocation, filter services by category, distance, etc. - **Service Posting:** Service providers can publish services with details, photos, and prices, users can view service details. - **Messaging:** Integrated messaging system for users and service providers. - **Payment System:** Secure payments for services, admin management of transactions and commissions. - **Admin Panel and Statistics:** Dashboard for managing users, services, and transactions, view ...

I need to add two new pages – Services and Industries – to my website. Requirements: - The 'Services' page should include details about the different services I offer. It should be designed and written in a way that is engaging and informative to potential clients. - The 'Industries' page will cover the sectors I work in. This page should be done in a similar style and quality to the Services page. Ideal Skills: - Web design and development experience, particularly with content creation. - A good understanding of how to structure and present information on a website. - Excellent writing skills to create compelling, accurate and engaging content. - The ability to work with an existing website design and maintain its aesthetic and...

...Automation Strategy: Collaborate with teams to identify automation opportunities and design effective workflows. Data Handling: Work with large datasets to ensure accurate and up-to-date information. Task Execution: Instruct AI systems to perform specific actions, such as data processing, content generation, or predictive analytics. Continuous Learning: Stay informed about AI advancements and best practices to optimize system performance. Qualifications: Technical Proficiency: Familiarity with AI concepts, machine learning, and automation platforms. Problem-Solving Skills: Ability to analyze business processes and design effective AI solutions. Communication: Clear communication to collaborate with cross-functional teams and understand user requirements. Adaptability: Will...

I'm looking for an experienced website developer to create a user-friendly car rental website. The primary aim of the site is to facilitate online car reservations. Key Features: - Online Booking System: Users should be able to easily reserve a car through the website. This feature is central to the website's functionality. - Vehicle Availability Search: The website must have a search functionality that allows users to check for the availability of different vehicles on their desired dates. - User Reviews and Ratings: It's important to include a system for users to leave reviews and ratings. This can help build trust and credibility in our services. - Credit Card Payment Integration: The website should be able to securely process credit card pay...

I am looking for a para legal with specific experience in filing estate documents. My requirement is for the appointment of a representative for the estate of the late Dorothy M. Ramsey. Key Tasks: - Filing of appointment of representative for an estate in Tenth Judicial District, Quay County, New Mexico. Skills & Experience: - Detailed knowledge of estate law, specifically in New Mexico area. - Experience in filing legal documents related to estate. - Broad understanding of local, state, and federal court systems.

...specialist who can take my website beyond its current rank, which is on the third page of Google search results. Key Responsibilities: * Develop an effective SEO strategy for my website * Identify and analyze appropriate keywords. Currently, we are focusing on service-based terms specifically, ‘deck staining’ * Monitor and analyze SEO statistics such as redirects, click rate, bounce rate, and others Requirements: * Proven SEO experience * Knowledge of standard and current SEO practices * Experience with SEO reporting * Strong organizational, time management, and analytical skills This position would be ideal for an SEO specialist who has previously dealt with similar projects. A proven track record in increasing Google search rankings is essential. ...