Crm仕事

...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　サーチクエリなどの機能追加 ストアド作成は当方で実装可能　SQL＋PHPサイドのみ 仕様は当方でまとめていますので、そこから設計～コーディング、テストまでを願います 追加機能単位の精算にな...

...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　サーチクエリなどの機能追加 ストアド作成は当方で実装可能　SQL＋PHPサイドのみ 仕様は当方でまとめていますので、そこから設計～コーディング、テストまでを願います 追加機能単位の精算に...

I’m ready to retire our old GoldMine setup and have every piece of customer information living smoothly inside Zoho CRM. The move must include all contacts along with their names, phone numbers, email addresses, the notes and history attached to each record, plus every custom field we have built over the years. I’ll rely on you to: • Extract the selected data from GoldMine, map it accurately to Zoho’s structure (creating the same custom fields where needed), and import it without duplicates or data loss. • Preserve the relationships so that notes and historical interactions stay linked to the right contact. • Provide a brief mapping sheet and run a post-migration check with me to confirm everything landed in the right place. If you have a...

Markam içi...için Google Ajanda ile senkron, mevcut veya önerilecek bir CRM’e çift yönlü entegrasyon şart. Böylece müşteri etkileşimleri anında takvime düşecek, müşteri kaydı ve takip akışı otomatik ilerleyecek. Beklentilerim 1. Her kanal için doğal dil işleme tabanlı diyalog akışlarının tasarlanması 2. Randevu, takip ve kampanya senaryolarının ortak veri tabanında tutulması 3. Google Calendar ve seçilecek CRM ile güvenilir API bağlantısı 4. Klinik bazlı özelleştirme: dil, promosyon, hizmet seçenekleri 5. Kurulum sonrası test, dokümantasyon ve kısa bir eğitim oturumu Eğer çoklu platform entegrasyonlarında deneyimliysen ve AI destekli müşteri iletişimini uçtan ...

We are looking for a Virtual Assistant! We are a UK-based digital marketing agency looking for a dedicated team member to help us manage client communications. Responsibilities: Replying to messages on social media platforms. Managing CRM data and customer lists. Following scripts to ensure customer satisfaction. General administrative tasks. Requirements: Excellent written English (Casual/Conversational style). Must be available for the Night Shift (US Timezone). Fast internet connection and reliable PC/Laptop. Previous experience in customer support or appointment setting is a plus. How to Apply: (Please fill in the information via the link.) Please fill out this form:

We are looking for an experienced GoHighLevel specialist to build an advanced CRM and automation system for our dental clinic. The goal is to manage patient leads, appointments, follow ups, and retention through a structured automated workflow that improves daily clinic operations. Requirements Full GoHighLevel account architecture and optimization Advanced dental CRM pipeline with patient journey stages Lead tagging, segmentation, and patient categorization Multi calendar appointment booking system Automated confirmations and reminder sequences Missed appointment recovery automation Email and SMS nurture workflows for patients Reactivation campaigns for inactive patients Form and funnel setup for new patient acquisition Two way SMS communication hub for clinic staff Basic p...

Here’s the revised version including that you’re a mortgage company: Job Title: Salesforce CRM Integration & Automation Specialist Job Overview: We are a mortgage company seeking an experienced Salesforce expert to fully integrate, optimize, and automate our CRM system. Our goal is to make Salesforce the central hub for all lead flow, loan tracking, communication, and automation across our business. Scope of Work: Integrate Salesforce with LendingPad (our Loan Origination System) for two-way data syncing, including automated loan status updates and transferring key service provider data into Salesforce contacts. Migrate 300–400 existing leads from Shape Software into Salesforce. Confirm and optimize Nextiva phone integration for click-to-dial functiona...

...everything you do should push our sales numbers upward. You will collaborate with me on strategy, but you will own the day-to-day execution: researching target accounts, crafting concise value-driven pitches, booking meetings, and converting opportunities into recurring revenue. A proven track record of scaling sales pipelines for tech products or services is essential, and familiarity with common CRM and sales-enablement tools (HubSpot, Salesforce, LinkedIn Sales Navigator, ZoomInfo, etc.) will let you hit the ground running. Success here is simple but demanding—sustained month-over-month sales growth. If you thrive on measurable targets and have the discipline to build relationships that stick, I’m ready to work with you....

I want my QuickBooks Online account to run on autopilot through scenarios. Each week the following must happen without manual effort: • Invoicing – pull new billable items from our CRM, generate and send branded invoices from QuickBooks. • Expense tracking – sweep the linked payment gateway, tag incoming charges to the right categories in QuickBooks, and attach any available receipts. • Report generation – compile a summary P&L and cash-flow snapshot, then email the PDF to me and push a copy back to the CRM for the team. The CRM and the payment gateway are already connected to , so you can focus on mapping data fields, setting filters, and building error-handling in the scenarios. Clear, commented documentation of each module...

...inbound/outbound routing for SMS and calls, perform full send/receive testing. 4. Complete Meta/Facebook integration: Connect Facebook Page (including Messenger chats and Lead Ads) to GoHighLevel for automatic lead syncing into contacts, chat workflows, and full conversation handling. 5. Set up email reply/forward routing (custom domain addresses forwarding replies into GHL inbox/conversations for seamless CRM). Also include basic inbound email lead capture & parsing (auto-extract name, contact info, message details from incoming emails such as inquiries or vendor updates, then create/update contacts in GHL – via native features, webhook, or simple Zapier/Pabbly if required). 6. Basic Nextdoor integration: Set up outbound webhook or automated posting from GHL workflo...

I run a CRM that was built entirely on Bubble and now needs a focused round of improvements. My immediate priority is the payment system: I want a one time subscription option configured end-to-end, keeping the door open for monthly, quarterly or annual plans and a free-trial mechanic that I can switch on later. This includes product setup, workflow tweaks, invoicing logic and whatever Stripe or Braintree hooks are required inside Bubble. In parallel, every task created in the CRM has to appear automatically in Google Calendar for the assigned user. I already have a Google account ready; what I need from you is the full OAuth handshake, event-creation workflow and a way to keep edits in sync both ways so users always see the latest due date. Finally, a handful of buttons an...

...múltiples canales (WhatsApp, Instagram, Messenger, correo electrónico, chat web, etc.) para ventas, marketing y soporte. Este rol es ideal para alguien con fuerte enfoque en desarrollo técnico, API, automatizaciones y escalabilidad de soluciones basadas en Respond.io. Responsabilidades Integración y Desarrollo Desarrollar integraciones con APIs de para conectar con otros sistemas (CRM, automatizaciones, webhooks). Implementar flujos automáticos y acciones a través de la API de Respond.io. Colaborar en el diseño y ejecución de soluciones técnicas que mejoren procesos de mensajes, leads y datos. Automatización de Workflows Crear y mantener workflows avanzados para procesos comerciales y de atención...

...- Scenario C caller abandons on a call then later books via the website or another call * Zenbooker is the source of truth for bookings across all channels * When Zenbooker sends a job created webhook regardless of origin, the middleware updates the matching FluentCRM contact to Booked and applies service type tags * Service tags should be permanent so we build purchase history over time CRM segmentation requirement: We want segmentation by service type. - Permanent service tags to apply on every booking * WM Service: TV Mounting * WM Service: Fireplace Mounting * WM Service: Soundbar Install * WM Service: Wire Concealment * WM Service: Power Add On * WM Service: Media Wall * WM Service: Accent Wall * WM Service: Other - Lifecycle tags that can change o...

Chcę uruchomić w mojej mikro firmie prosty, lecz dobrze skonfigurowany CRM oparty na Odoo. System ma wspierać trzy główne obszary działalności: • zarządzanie potencjalnymi klientami, • zarządzanie sprzedażą, • bieżącą obsługę klienta. Nie planuję żadnych integracji z zewnętrznymi narzędziami księgowymi czy e-commerce, więc zależy mi przede wszystkim na poprawnej konfiguracji standardowych modułów Odoo oraz na podstawowym przeszkoleniu zespołu – to nasze pierwsze podejście do tego rozwiązania. Oczekuję: 1. Instalacji i wstępnej konfiguracji Odoo (on-premise lub w chmurze – doradzisz najlepszą opcję). 2. Ustawienia lejka sprzedaży, etapów leadów oraz prostych automatyzacji (np. przypomnienia follow-up, powia...

Buy a readymade CRM Telecom Software consist of order management system, which goes through phase of order creation -> resource -> provisioning -> billing -> completed Have put not put actual amount of software. Need with Sales force and Spring boot

...Follow-Up & Appointment Booking Project Description: I am a busy Realtor looking for a reliable and professional Virtual Assistant to help manage and follow up with incoming leads from my CRM. I receive a high volume of real estate inquiries and need someone who can confidently handle outbound calls, nurture leads, and book qualified appointments directly into my calendar. Responsibilities: Call new and existing leads from my CRM Follow up consistently with warm and cold leads Qualify buyers and sellers based on basic criteria Book appointments for property showings or consultations Update CRM notes after each interaction Maintain organized tracking of conversations and follow-ups Respond to basic SMS or WhatsApp messages if required Requirements: E...

...nutrir y cerrar la venta. Responsabilidades Contactar y validar leads prefiltrados Calificación estratégica del prospecto Agendamiento de llamadas cuando corresponda Ejecución de llamadas de venta consultiva Gestión completa del proceso comercial (setter + closer) Seguimiento estructurado y manejo de objeciones Registro preciso y actualizado en CRM Cumplimiento de metas comerciales Competencias técnicas obligatorias Manejo ágil y profesional de CRM Capacidad de registrar información en tiempo real durante llamadas Uso fluido de Excel para seguimiento y control de métricas Gestión organizada de agenda con Google Calendar Dominio de Zoom para reuniones comerciales Habilidad para trabajar con múltiples ...

Eu possuo um agente do GPT que filtra meus clientes, pedindo nome, número de viajantes, datas, idades e destino. Quero criar um segundo agente GPT (um agente de turismo) que recebe desse primeiro agente, faz a cotação da viagem pela API do meu fornecedor de turismo, traz a cotação em formato de texto e envia ao cliente, utilize as respostas rápidas do Fredy (plataforma para whatsapp com CRM onde recebemos as mensagens do whatsapp e respondemos os clientes) para envio de textos, áudios e imagens e vídeos para compor o orçamento e convencê-lo da compra. Após isso quero que faça follow up e atendimento até que o cliente queira contratar ou desista da compra. Quero ainda que ao decidir, ele pe&cced...

I need a live, end-to-end lead-generation funnel built in ManyChat. Cold visitors should ...the landing/email-capture step, and hook the whole thing to my email service so new subscribers arrive in my list instantly. After building, run test leads through, fix any snags, and then hand over clear notes so I can refine messaging later. Deliverables • Fully scripted ManyChat flow (welcome → qualification → email capture) • Branded landing/email-capture page linked to the flow • Email/CRM integration and real-time notifications • End-to-end testing with proof screenshots • Quick handover guide or video walkthrough All assets, integrations, and tracking must be live and functional before sign-off. Access details and brand guidelines will b...

...sites and other channels, adding them neatly into Excel or our CRM. • Call those contacts, open a friendly conversation that reflects our brand values, and uncover whether they fit our budget and target profile (students, uni reps, HR managers for graduate programmes). • When a lead matches, lock in an appointment for our closers and note every detail so hand-off is seamless. Cold emails and DMs will still be part of the mix, but the emphasis is on live phone conversations that build instant trust. Knowledge of Dubai’s housing landscape is a plus because many of our prospects study or work there, yet I value drive and resourcefulness above geography. Deliverables I’ll look for: 1. A consistently updated lead sheet/CRM with clear status tag...

Somos una startup en crecimiento y utilizamos HubSpot como nuestro CRM principal. Actualmente contamos con una gran base de datos de contactos y empresas, pero no tenemos correctamente estructurados ni optimizados los funnels de ventas, los deals ni los procesos comerciales. HubSpot se ha convertido en una gran base de datos con falta de estructura, lo que nos impide optimizar los procesos de forma eficiente y tener una visión clara y ordenada del negocio y de las oportunidades de venta. Buscamos un profesional con experiencia en HubSpot que nos ayude a analizar la situación actual del CRM y a diseñar e implementar una estructura más eficiente y escalable. Alcance esperado del proyecto: - Análisis del uso actual de HubSpot (datos, pipelin...

I’m looking for a complete sales-funnel blueprint that turns my Facebook, Instagram and LinkedIn audiences into qualified leads. The scope begins with mapping out each touch-point—from the fir...moves people forward. • Platform-specific DM copy: Facebook Messenger, Instagram DMs and LinkedIn InMail, each written in a natural conversational tone that encourages replies rather than sounding automated. • Suggestions for the lead magnet or micro-offer that best fits each platform’s culture. • Basic implementation notes so I can drop the assets straight into my social scheduling tool or CRM and start measuring results. The end goal is simple—consistent lead generation. If you’ve built funnels that rely heavily on well-crafted personal m...

...steps. My initial focus is the Technology sector, though strong results may see us branch into Healthcare or Finance later. Please mention any experience you have running profitable B2B campaigns in SaaS, IT services, or related verticals, and highlight any certifications (Google Ads, Analytics, etc.) you hold. Deliverables will be approved when: 1. Tracking is fully verified and data matches CRM records. 2. The campaign generates qualified leads at or below the agreed CPL for two consecutive weeks. 3. Reports are delivered on schedule with insights I can act on. If you’re confident you can hit those marks and scale volume responsibly, let’s talk strategy and timelines....

...simple but effective sales funnel that nurtures every sign-up through to booking a full consultation with my team. Here is what I need: • Landing page design and build – clean, modern, mobile-responsive, branded to my company colours. • A prominent “Sign up now” call-to-action button placed strategically above the fold and at logical scroll points. • Seamless connection to my email platform or CRM so every submission is logged instantly and triggers the funnel sequence. • Basic analytics tagging (Google Analytics / Facebook Pixel) so I can track opt-ins and ad performance. • A two-step follow-up funnel (welcome email + reminder email) that keeps prospects engaged until we speak. The entire flow should load fast, comply with al...

...into a polished Android application focused squarely on business and productivity for my customers. The end goal is a Play-Store–ready build that lets users handle three core jobs in one place: • Task management – create, assign, track, and get notified in real time • Invoicing & payments – generate invoices, accept card / wallet payments securely, and surface simple analytics • Lightweight CRM – store customer profiles, log interactions, and view a history that ties back to tasks and invoices A clean, modern UI is key because my audience is external customers, not internal staff. They need to open the app and immediately understand what to do next without training. Here’s how I picture the flow: 1. A customer signs in (G...

Project Overview: We are looking for a skilled developer to create a comprehensive ERP-based mobile and web application to automate and streamline work management proc...Integration - Future SAP Integration Ready Features: - Web Admin Panel - Android & iOS Mobile App - Real-time Notifications - Automated Workflows - Digital Signatures - Barcode Scanning - GPS Tracking Timeline: 2 MONTHS What We Expect: - Strong ERP/CRM development experience. - Experience in ERP BASED SOLUTIONS - Clean UI/UX - Scalable & secure system - Clear timeline & milestone plan - Demo of similar past projects LIKE ERP CUSTOMISATION We're looking for a long-term technical partner, not just a developer. If you have experience in ERP/CRM systems and manufacturing industry. FOR DETA...

I run a growing leather-bag brand and I’m ready to move our entire customer journey into Zoho. My priorities are clear: strengthen relationship management, automate both sales and marketing workflows, and gain deeper insights through solid reporting. Here’s what I need: • End-to-end Zoho CRM deployment, including data migration from our current spreadsheets and sales tools. • Campaign-focused customization: I want a clean, intuitive campaign management module that lets my team build multi-stage promos, track ROI, and link each touchpoint back to the sales pipeline. • Contact management refinements: custom fields and modules that reflect our product lines, advanced filtering/segmentation for laser-targeted outreach, plus API-based integrations with th...

...publishing and selling solution. Scope of Work Research audience segments (creators, digital sellers, agencies, regional partners). Plan and map full funnel architecture: Awareness → Landing Page → Lead Capture → Email/Nurture → Conversion. Create funnel wireframe or flow diagram. Design landing page structure (sections, copy flow, CTA strategy). Suggest funnel tech stack (automation tools, CRM, tracking, analytics). Provide copy direction aligned with SaaS positioning. Suggest upsell or onboarding funnel ideas. Integrate messaging suitable for global expansion opportunities. Deliverables Complete Sales Funnel Strategy Document. Funnel Flow Diagram / Visual Map. Landing Page Section Blueprint. Lead Magnet Suggestions (if applicable). Automation...

...Initiate conversations and follow up with leads * Qualify prospects and schedule appointments for our sales team * Maintain accurate tracking of outreach activity and results **Requirements:** * Proven experience in appointment setting, IT sales, or B2B lead generation * Strong written and spoken English communication skills * Confidence with cold outreach and persistent follow-ups * Familiarity with CRM systems, LinkedIn outreach tools, or email automation platforms * Self-motivated, organized, and results-oriented **Nice to have:** * Experience selling IT services, software, or digital solutions * Understanding of B2B sales funnels and lead qualification **What we offer:** * Fully remote freelance opportunity * Flexible working hours * Performance-based incentives and bon...

I need a clean, well-structured list of Pilates studios, each one accompanied by complete cont...email address, and website or social-profile link. I’m flexible on the research approach—you might pull data from studio websites, Google Maps, Mindbody listings, Instagram bios, or any other public source—as long as the final spreadsheet is accurate and deduplicated. Please mark any fields you cannot verify so I can review them quickly. Deliverable: a CSV or Excel file ready to import into a CRM, with one row per studio and clearly labeled columns. If you already have a proven template for similar work, feel free to use it; just be sure it fits the fields above. Quality matters more than sheer volume, so let me know your estimated studio count and timeframe wh...

...Improve website speed and performance within Wix’s framework Optimise for Australian and international markets Increase qualified wholesale enquiries Technical Scope (Wix-Specific) 1. Custom Development (Velo by Wix) Custom-coded dynamic pages for wholesale and bulk categories Database-driven product pages Structured internal linking architecture Custom B2B enquiry forms with conditional logic CRM automation within Wix Member portal for wholesale clients (if applicable) Dynamic pricing tiers for bulk buyers SEO-friendly URL structuring within Wix constraints 2. Technical SEO Optimisation Full SEO audit of current Wix setup Proper H1–H6 structure implementation Schema markup (Product, Organization, FAQ) Meta title & description optimisation Image a...

...document each interaction in our cloud CRM, and route more complex issues to my clinical team when necessary. Clear, empathetic communication and strict attention to patient confidentiality (HIPAA standards) are essential. Core tasks • Pick up calls during the agreed shift (Monday–Friday, US Eastern hours) • Verify patient identity, listen actively, and provide accurate information • Log call details and dispositions in our web-based ticketing system • Escalate urgent or clinical matters to the on-call nurse or physician Acceptance criteria • 90 %+ calls answered within 30 seconds • Complete and correct call notes submitted immediately after each interaction • Zero breaches of confidentiality Experience with VoIP sof...

I have a list of past real-estate prospects who have already signaled interest in working with us. Your job is to pick up the...the essentials of who we are and why we’re calling. No cold outreach is involved—every contact has engaged with us before, making these genuinely warm calls. Core deliverables • Place calls to the provided list, following the key talking points. • Secure confirmed appointment times and capture any notes relevant to motivation or timeline. • Log outcomes promptly in the tracking sheet or CRM I give you. A confident phone presence, clear spoken English, and the ability to build quick rapport are critical for success. If you’ve handled warm leads in real estate before, let me know—those examples will help me s...

...document each interaction in our cloud CRM, and route more complex issues to my clinical team when necessary. Clear, empathetic communication and strict attention to patient confidentiality (HIPAA standards) are essential. Core tasks • Pick up calls during the agreed shift (Monday–Friday, US Eastern hours) • Verify patient identity, listen actively, and provide accurate information • Log call details and dispositions in our web-based ticketing system • Escalate urgent or clinical matters to the on-call nurse or physician Acceptance criteria • 90 %+ calls answered within 30 seconds • Complete and correct call notes submitted immediately after each interaction • Zero breaches of confidentiality Experience with VoIP sof...

...logic in a live custom CRM. This is not a simple UI task. The issue is at the data layer. The app includes: • Companies • Contacts • Projects • Interactions • Automated follow-up engine • Role-based hierarchical dashboards We have 3 roles (Representative, Delegate, Manager) with structured visibility and editing rights. Currently, some users can view records but cannot update them due to privacy/workflow conflicts. Scope: • Full privacy rule audit (read/write, rule order, field-level permissions) • Debug “Thing to change” inconsistencies • Fix hierarchical edit permissions • Validate follow-up automation logic • Ensure dashboard data is correctly filtered by hierarchy You must have: • Proven experience debugg...

...research institutes, corporates,Private Firms Objective: 1. Generate qualified institutional leads (not bulk retail leads) 2. Target: 80–100 quality enquiries per month 3. Platform: Google Ads only 4. Geography: India(Delhi NCR,Hyvderabad,Uttarpradesh,Chhatisgarh,Gujarat,Andra Pradesh) 5. Website: Projects to Promote: 1. Hi-Tech Greenhouse 2. Retractable Greenhouse 3. CRM Based Projects 4. Speed Breeding Facilities Scope of Work Required Google Ads Setup & Management: 1. Keyword research (high-intent B2B keywords only) 2. Campaign structuring (separate ad groups per project) 3. Ad copy creation (responsive search ads) 4. Negative keyword setup 5. Conversion tracking setup (Google Analytics / Tag Manager) 6. Monthly optimization & performance repo...

I have Odoo 19 Community version installed on my own server, which I use as CRM. I'm looking for someone to help me customize email templates, and add What's App capability. My main developer is busy. So I need a 2nd developer who will have more time for me.

...our back office organised while making sure every incoming call is handled courteously. English speaking is a must. Core responsibilities • Data entry into our cloud-based CRM and Google Sheets • Scheduling client appointments and maintaining calendars inside Google Workspace • Monitoring and tidying the shared inbox, drafting or sending responses when appropriate • Answering inbound calls during business hours, giving clear answers to general enquiries and recording messages for anything you can’t resolve on the spot Familiarity with Google Workspace (Gmail, Calendar, Sheets) and everyday use of a modern CRM is essential, as you’ll spend most of your day inside those tools. You should also feel comfortable switching between tasks...

...Como Setter de Citas, serás el primer punto de contacto con nuestros potenciales clientes. Tu principal objetivo será calificar leads y agendar citas de alta calidad para nuestro equipo de coaching. Buscamos a alguien con excelentes habilidades de comunicación y una fuerte motivación para alcanzar y superar los objetivos. Responsabilidades • Gestión de CRM: Mantener actualizada la base de datos de clientes y prospectos en nuestro sistema CRM. • Agendamiento de Citas: Contactar a los leads asignados para calificar su interés y agendar citas para sesiones de estrategia con nuestros coaches. • Seguimiento de Leads: Realizar un seguimiento sistemático y profesional de los leads a través de diferentes ca...

I need assistance setting up accounting in Odoo 19 for my manufacturing business. Key requirements include: - Setting up General Ledger and Cost Accounting - Integrating with CRM and Inventory Management systems Ideal Skills and Experience: - Proficiency in Odoo 19, specifically in accounting modules - Experience in integrating Odoo with CRM and Inventory systems - Background in manufacturing accounting Would prefer in person in the Phoenix az area attractive daily rate at least a few days work Needed immediately Please provide relevant experience in your bids. Thank you!

...Platform that covers both customer-facing and back-office processes. On the CRM side, the solution must capture every contact, automate the sales pipeline from lead to closed deal, and provide a smooth service console so support tickets never fall through the cracks. For ERP, I want real-time inventory visibility, clean financial ledgers with multi-entity reporting, and straightforward HR workflows covering onboarding, leave, and performance reviews—all surfaced inside the same Dataverse environment. Preferred stack: Power Apps model-driven apps, Dynamics 365 components where licensing allows, Power Automate for orchestration, and Power BI for dashboards. Key deliverables • Model-driven app(s) that deliver the three CRM modules: Contact management, Sa...

...need a bespoke CRM that keeps every stage of my real-estate leads organised while directly tying into the marketing campaigns that feed those leads. The build must cover three core functions from day one: • robust lead tracking so I always know source, status and next action; • automated email follow-ups triggered by lead behaviour or timeline; • clear, at-a-glance reporting and analytics so I can see which ads and agents are converting. The system has to talk natively to both Google Ads and Facebook Ads—pulling campaign data in and, ideally, pushing conversion events back out—so I can view performance without jumping between dashboards. Two user roles will run the daily workflow: Admin (full control) and Agent (restricted to their own leads and ...

Automated Re...cash flow criteria. - Automatically format and publish daily posts to Facebook and WhatsApp groups. - Integrate a CRM system to capture inbound leads. - Provide documentation for system management. Read more References - Provide similar projects you have completed. - List tools you recommend for this system. Additional information I want to create a streamlined system for investors to access and engage with cash-flowing property deals. The system should function seamlessly across my social media platforms to generate leads. I'm looking for suggestions on tools and advice based on your experience with similar projects. Read more Automation Type Data syncing, Lead generation, CRM workflows, Social media posting ntegration Points Social Media Platforms Facebo...

...poder de decisión o influencia (Compras / Ingeniería / Producción). Cada cita debe incluir nombre de la empresa, contacto, cargo, email, teléfono y confirmación de agenda. Alcance Prospección B2B mediante email, LinkedIn y/o llamadas. Uso de CRM o herramienta de seguimiento ( o similar). Reporte breve al finalizar con resultados y datos de cada prospecto. Presupuesto total del proyecto USD 2,000 (Entrega: 8 citas calificadas y confirmadas con prospectos relevantes.) Requisitos Experiencia previa en generación de citas B2B. Conocimiento de CRM (Apollo, HubSpot, Pipedrive, etc.). Inglés intermedio o avanzado. Excelente comunicación escrita y seguimiento. Importante Este proyecto no es de marketing digital...

...program that also pays the business a monthly commission. The primary focus is salons and spas, bars, liquor stores, and grocery stores, but you’ll also come across laundromats, hotels, pharmacies and other high-traffic venues that fit our model—feel free to pursue them when it makes sense. You’ll be provided with new business listings to call, a brief pitch, qualifying questions, and a simple CRM submission form to capture each prospects contact name, business name, best phone number, address and email. I expect you to work from your own calling setup (soft-phone or VoIP is fine) and to update the lead submission sheet in real time so I can follow up immediately after your shift. A successful day means consistent activity, clear records, and a steady flow of ...

...purchase or subscription. If you have proven tactics in social media, email, or paid ads I am open to suggestions, but my current priority is a personalised, one-to-one onboarding approach. To keep us aligned, here is what I expect you to deliver: • A steady weekly quota of qualified B2C leads, complete with contact details, interest notes, and next-step status • Clean records maintained in my CRM (or a spreadsheet if you prefer while we ramp up) • A concise end-of-week report summarising outreach numbers, conversion ratios, and any insights that could improve the process If you are proactive, comfortable speaking directly with consumers, and can demonstrate recent success in a similar lead-gen role, I’d love to hear how you would tackle this brief a...

Our organisation is moving its day-to-day operations onto and I need a partner who can architect the entire workspace from scratch. The first milestone is a volunteer-management system that captures sign-ups, matches people to shifts or projects, and then drives timely email and SMS updates. I am platform-agnostic for the messaging layer—Mailchimp, Sendinblue, Twilio or another option—so long as the integration is clean, reliable and easy for non-technical staff to maintain. Once the volunteer flow is live, the same account will expand to: • Donor management with digital giving integration and real-time tracking • Project management boards for multiple construction jobs, including task dependencies and budget visibility • Homeowner assistance check-ins, ac...

...every conversation flows straight into my Zoho CRM. The goal is simple: once you are done, I want to open any contact or lead record and immediately see the full thread of emails and WhatsApp messages exchanged with that person, ready for follow-up or automation. Here is what must happen: • Connect my Outlook mailbox to the Zoho CRM email module, complete authentication, and verify that incoming + outgoing messages are being logged against the correct records without duplication. • Enable WhatsApp inside Zoho CRM (using the officially supported channel, e.g. Facebook Business API/Twilio or the native Zoho partner route), map the number, and make sure messages appear in the timeline exactly the way emails do. • Switch on relevant Zoho CRM ...

I’m reorganising my equipment-maintenance and rental company and need ClickUp configured as a stop-gap CRM and workflow manager while the full 120-page master system is being built. I would like to have an expert work with me online and I provide immediate feedback to remove the delays of waiting on my responses. In ClickUp I want spaces, folders and views that let my team: • run day-to-day task management, • track every piece of equipment (status, service dates, rental history), • manage client details and interactions. I do intend to hook this workspace into the other tools we already rely on, so please map out and implement integrations for: • our accounting software, • communication tools, • inventory management package. D...