...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...
In need of a proficient CRM developer to build an application dedicated to extracting information from the feedin data. Key points to remember in this project 1) The extracted file will have to be on Notepad 2) The data length of each and every line should be exactly the same as marked in the attached PDF after it has been extracted on the Notepad. 3) As of now this data compiling is done manually and we use Notepad++ to get it done. We would like to automate this process. 4) There are some fields which are mandatory to be feedin, some are non mandatory and some are conditional. Hence logic should be applied as accordingly. 5) The data length of each and every fields should be exactly the same as it has been marked on the PDF Manual. While the type of data to be entered has not be...
I'm looking for a Python developer specialized in data analysis and automation. The specs are: 1. Review our billing system API; 2. Write a cron job in Python using the PyCharm IDE to access our billing system's API; 3. Use the Pandas Python library to convert the data into CSV format; 4. Store the CSV on a cloud server; and 5. Push certain fields of the CSV to our CRM and business intelligence dashboard. We have some Python code that has already been developed for a similar project involving the same API that can be reviewed for context.
I'm looking for an experienced data manipulator who can efficiently reformat my data according to CRM-specific requirements. Specifically, I need the address and names in my data to be split into separate columns. Key requirements: - Break down the existing 'Address' field into: 'City', 'State', and 'ZIP code' columns. - Split 'Names' into two separate columns: 'First Name' and 'Last Name'. This does not require any data entry, just an understanding of data structures, and layout according to CRM needs. Ideal freelancer should have relevant experience, and proficiency in MS Excel or other spreadsheet tools. Quick turnaround time is appreciated.
I need a skilled Zoho Books expert to modify and customize my PDF templates for various business documents. This specifically includes quotations and invoices. Key customizations will include: - Product or service details: The templates should allow for easy entry and presentation of the product or service details being billed or quoted for. - Terms and conditions: I want to have specific terms and conditions presented clearly on these documents. - Multiple annexures: There should be flexibility to add or remove annexures as required. The ideal candidate for the job should have significant experience with Zoho Books customization and a good understanding of financial document preparation. It's essential they can craft PDF templates that are functional, professional, and cu...
I need a developer to design an API that enables me to download invoices from a mix of both domestic and international airlines. The primary purpose for this functionality is accounting. The invoices need to be in PDF format. Ideal Skills: - Extensive experience in API development - Knowledge of the airline industry, particularly billing systems - Proficiency in working with PDF file conversions Experience: - Proven track record in managing similar projects - Capable of delivering the project within a set timeline Your role will be essential in streamlining our accounting processes, thereby saving time and improving accuracy. I look forward to your bids.
I am looking for a highly skilled and experienced developer who can create a tool for extracting airline invoices. This software should have the ability to work with a variety of different airlines, effortlessly accessing and extracting invoice data as I haven't specified any particular airlines as of now. Therefore, the flexibility and adaptability of the tool is of paramount importance. Ideal Skills and Experience: - Strong proficiency in software development - Prior experience with extracting data from invoices - Understanding of airline invoicing systems In your application, ensure to include your past work particularly highlighting any experience with similar projects. Please note, the specifics of the nature of the extracted data have not been defined yet, b...
I need an experienced developer proficient in PHP and CodeIgniter, for the implementation of the Malaysia IRB E-Invoice API in my project. Key functionalities to be implemented are: - Invoice Generation: Automated creation of invoices according to the provided details. - Invoice Submission: Automated submission of generated invoices to appropriate authorities. - Invoice Status Tracking: Monitoring and reporting on the status of submitted invoices. Your expertise in working with APIs and understanding of the Malaysia IRB E-Invoice API would be crucial to the successful completion of this project.
I need a Python developer to build an...need a Python developer to build an e-commerce website and a CRM system. It would be ideal if the developer is familiar with web applications. Although I haven't specified any specific features for both applications, I'd like the developer to come up with suggestions that will lead to functionality and user-friendly design. Here's a little breakdown of what I'm looking for: For the E-commerce site: - Develop from scratch - Open to suggestions for features For the CRM system: - Develop from scratch - Open to suggestions for features Skills and Experience: - Proficient in Python - Experience in developing web applications - Creative and proactive at suggesting features and improvements - Previous experience with ...
Necesitamos integrar el CRM nixfarma con Magento 2, de manera que se pueda sincronizar stock...
...accurate records of lead generation activities, sales progress, and client interactions in CRM systems. ● Analyze sales data and performance metrics to identify trends, opportunities, and areas for improvement. ● Provide regular reports and updates to management on lead generation efforts and sales pipeline status. Requirements: ● Proven track record in strategic lead generation and sales, with a focus on cloud services, data science, and software development. ● Excellent communication and interpersonal skills, with the ability to engage with clients at all levels of an organization. ● Strong negotiation and persuasion abilities, with a knack for closing deals and driving revenue growth. ● Familiarity with CRM systems and sales tools for lead management and reporting. ● Ab...
Buscamos freelance que nos ayude con las integraciones de nuestra base de datos con los diferentes crm de nuestros clientes. Trabajo de larga duración.
I'm working on a Google Sheets project which requires assistance from a proficient Google Sheets wizard. The integral functionality needed would be automatic calculations and dynamic data filtering. These two features would aid in the precise control of c...Candidates having credentials and experience in: - Google Sheets with advanced knowledge in implementing automatic calculations and data filtering - Develop reminders or scheduled alerts in Google Sheets would be given top consideration. The ultimate goal is to have a hassle-free management system of the materials and supply costs termed with sims distribution along with reminders about when to send invoices. Your expertise and creative solutions would be highly appreciated in alleviating this administrative burden from my...
...custom software encompassing CRM, Project Management, Time Tracking, and Work Scheduling. This project require: - Expertise in Full Stack Software Development and BuilderTrend/similar application Key Responsibilities: - Creating and developing a comprehensive software solution - Improving business and operational efficiency through task automation and optimization - Streamlining processes to effectually manage customers, projects, and schedules. Ideal skills would be experience in CRM, solid understanding of Project Management methodologies like BuilderTrend and previous experience in developing work scheduling or time tracking applications eg. QuickbooksTime. Strong proficiency in both front and back end coding is a must. Features we are looking for: -CRM -PM...
As fast as possible, I need a professional to assist in setting up FreePBX. Key tasks essential for t...include: - Installation and configuration - Call routing and extensions - Integration of FreePBX with a CRM system that is yet to be determined In addition, assistance is required for setting up VoIP softphone. Familiarity with popular CRM platforms like Salesforce, HubSpot, Zoho CRM is an asset, as one of them may be chosen for integration. Absolute proficiency in setup, call routing, extensions and integration with CRM systems is a must for this job. I am looking for a fast turnaround on this project, so previous experience achieving quick deployment is highly recommended. It is also necessary to be able to advise our mobile developer if he has questi...
I need a skilled and creative freelancer to create 100 different invoices for me in Excel. Each invoice must have its own distinct company design and company logo. Here are the specifics of the project: - I am giving you complete creative freedom to design each invoice. Let your mind run wild! - The invoices should include placeholder information whilst also leaving some areas blank. This will provide a more customizable experience. Ideal skill set includes: - Proficiency in Excel - Graphic design inclination - Creative thinking - Attention to detail Looking forward to seeing your brilliant designs shine on each invoice.
...android and iOS. As such, the developer must have expertise in this area and experience creating similar products in the past. I am open to any other features you believe would make the sites and apps even better, so please let me know if you have any ideas. I look forward to working with a talented developer to build a state-of-the-art platform that caters to my target market. I also need ERP and CRM integration and delivery integration We are currently seeking a highly skilled and experienced web developer to join our team and take on the exciting challenge of building a brand new ecommerce website from scratch. This is a fantastic opportunity for someone who is passionate about web development and wants to showcase their expertise in creating custom-coded websites that are t...
...acquisition or sales roles, preferably in the tech industry. Strong understanding of graphic design, web development, mobile development, UI/UX design, and QA processes. Excellent communication, negotiation, and interpersonal skills. Ability to work effectively in a fast-paced, deadline-driven environment. Self-motivated with a proactive and results-oriented mindset. Experience using CRM software and other sales tools is a plus. Benefits: Benefits: Competitive salary and performance-based incentives, including a commission structure where the Project Acquisition Manager will receive 10% of the total project value for each successfully acquired project. Flexible work schedule and remote work opportunities. Comprehensive health benefits package. ...
...it to the website's design. Display the list of attendees at events (this is done with placeholders ) Configure multiple registration forms depending on the event and whether the user is a member (logged in or not). Create a design for the page displaying all events (Upcoming Events). Configure and design "PDF Tickets" and invoices. Configure the emails sent to the user Minor design/CSS modifications If you're familiar with this plugin, this work might be easy for you, but it requires some time. The licenses for Paid Membership Pro and Events Manager Pro are valid, and if needed, we have access to their support (they usually respond within 24 hours). If you have any questions or doubts, feel free to ask....
I'm seeking a highly skilled professional who is well-versed with both Zoho CRM and QuickBooks. Here are my requirements: - Implement job scheduling, forms, payroll and job costing functionalities in our existing Zoho CRM. - Seamless integration of the customized Zoho CRM system with QuickBooks. The ideal freelancer for this project should have prior experience in Zoho CRM customization and integration with QuickBooks. Your expertise will be invaluable to optimize our CRM operations and ensure that it serves as an effective platform for managing sales & leads, customer support & service as well as marketing automation. Please, if you have relevant skills and experience, do not hesitate to place your bid.
I am in need of an e...attention to the Sales, Inventory, and Accounting modules, which we hope to tailor to our specific requirements. currently, I have Oracle EBS ERP and I want to shift from Oracle to Odoo Key tasks Include: - CRM Integration - Payment Gateway Integration - Custom Report Generation To fit our business model, you should have the aptitude to handle a medium-sized data volume consisting of 1,000 - 10,000 products, customers, and transactions. Ideal skills for this job include: - Proficiency in Odoo - Prior experience with Sales, Inventory, Accounting modules - Proven success with CRM integration - Proven success with Payment Gateway Integration - Proficiency in Custom Report Generation. I am excited to find the right candidate to optimize our compa...
...customer-specific pricing punchout feature, enabling businesses and individual clients to gain transparent and competitive pricing. For the integration options, - CRM integration: Able to seamlessly connect with the existing CRM system, without disrupting current customer management protocols. - ERP integration: Integration with existing ERP system, ensuring smooth operations and data flow. - Payment Gateway integration: Flexibility in payment choices for customers, via a robust and secure payment gateway system integrated on the portal. Ideal freelancer for this project should have a solid background in B2B/B2C portal development, experience with CRM, ERP and Payment gateway integration, as well as a deep understanding of punchout catalog systems. Knowledge on cu...
...leads effectively to understand their needs and recommend appropriate solutions. 3. Present product information, pricing, and benefits persuasively to potential customers. 4. Follow up on leads and inquiries promptly to ensure timely conversion and closure. 5. Achieve and exceed sales targets on a consistent basis. 6. Maintain accurate records of all sales activities and customer interactions in the CRM system. 7. Collaborate with the sales team to develop effective sales strategies and campaigns. 8. Stay updated on industry trends, competitor activities, and product knowledge to provide informed recommendations to customers. 9. Provide exceptional customer service to build and maintain strong relationships with clients. 10. Handle objections and address customer concerns profess...
I am looking for a skilled C#.Net developer to setup my business application dynamically for the purpose of E-invoice generation. It's crucial that this application enhances efficiency and automates our billing process. The successful applicant will be required to: - Develop a system that interacts with our Local Database to generate E-Invoices. - Incorporate an error-handling functionality that will automatically retry E-invoice generation in case of exceptions or errors. Relevant experience with C#.Net development, dealing with databases, and implementing automatic error-handling methods will be highly valued for this project. Previous work with invoice generation software will also be a significant advantage.
...language processing. Experience in developing and implementing chatbots, particularly through ManyChat and/or UChat, and preferably in a marketing context. It would be great to provide a portfolio of past projects (screenshots and/or links). Experience developing chatbots/automation on multiple social media channels (i.e., Facebook Messenger, Instagram). Familiarity with marketing automation tools and CRM systems. Strong interest in sports and music Ability to work across US and Australian time zones. Excellent communication skills and the ability to collaborate effectively with the team Creative mindset with a focus on innovative solutions to enhance user experiences. Preferably with experience in working with teams and multiple projects. A proactive, customer-focused approach, ...
I need a CRM tool developed for internal use that includes the following critical features: - Contact management - Task tracking - Sales pipeline management I am also looking for suggested integrations tailored to my specific requirements. The right candidate should have extensive experience in this field and submit detailed project proposals that outline how they would approach and execute this task. Desirable skills and experience: - Proven track record in CRM tool development - Excellent knowledge of current CRM trends and integrations - Ability to translate requirements into practical solutions - Strong proposal writing skills. Looking forward to seeing your proposals and working with you.
I am in need of an expert who can configure Zoho CRM for my not-for-profit charity. This involves multiple tasks, and each one has specific requirements. 1. Individuals Contact CRM Setup and configure Zoho CRM to manage individual contacts. Admin capabilities to add, update, and manage individual profiles, tracking interactions and engagement. 2. Organisation Contacts CRM Configure Zoho CRM to manage organizational contacts. Admin capabilities to add and manage details for support organizations, partners, and other entities. 3. Membership Integrate Zoho CRM with Paid Memberships Pro via Zapier for new membership signups. Establish a member portal in Zoho CRM for users to log in and update their personal and membership information. Set...
My project entails the creation of a robust ERP system built on the Flutter platform. The focus of the system will be on the following module: - CRM This application needs to be clean, reliable, and user-friendly. I require developers adept in Flutter interface and have substantial experience in ERP systems, more specifically CRM modules. Your task would be to inculcate industry leading features and provide an exceptional user experience. In-depth knowledge of modern CRM concepts, and a clear understanding of their roles in ERP systems are crucial for this job. Experience in tailoring solutions to specific business needs would be highly advantageous. Your role will involve frequent communication, so excellent communication skills are obligatory. Kindly provide your ...
I need a logo for a baking design company named Ollies Design. We bake cakes and sugar cookies and would like to include a bow on the design. Colors to be use pink and gold. Thank you!!
...with ELITE, QuickBooks, Microsoft Dynamics and other popular accounting systems. - Integration with AI Apis (openai, Claude) where it will have ability to learn how user types and suggest notes for billing entries with clients. - Client Account tracking and ability to import into webapp to create billing. - Synchronize billing across to clients ERP/Accounting system - Maintain GAAP Rules - Basic CRM to track each "customer" for user their billing/costs. - Full Encryption TNO User has access -Login with email / code so passwords are not stored on to the platform. Skills & Experience: Ideal candidates should have a solid background in web and mobile app development, especially in the creation of productivity tools. Proficiency in AI and cloud technology integrati...
I'm in need of an experienced CRM specialist, well-versed in integrating Facebook and Instagram marketing campaigns to Pipedrive CRM for optimised lead nurturing. I require assistance in managing and nurturing leads from these two platforms specifically. Key Responsibilities: - Integrate Facebook and Instagram with Pipedrive CRM - Manage and nurture leads tracked from these platforms - Create and implement strategies to increase lead conversion rates efficiently Skills and Experience: - Proven expertise in CRM (Pipedrive preferred) - Strong knowledge of lead nurturing strategies - Experience in integrating social media platforms (Facebook and Instagram) to a CRM system - Exceptional analytical skills to gauge lead nurturing success - Ability to d...
I'm seeking a talented developer to aid me in customizing and automating specific aspects of my business operati...complex computations - Set up an effective invoicing system As the project hinges on customization, expertise in customization is mandatory. Also, it's crucial that any potential freelancer has a keen eye for database management. Familiarity with manipulation and integration of data for report generation will be beneficial. I already have a specific format for the reports and invoices that you'll need to follow. Therefore, attention to detail and ability to adhere to set guidelines are imperative. I look forward to collaborating with someone who can help me harness the full power of to streamline and enhance my business operations.
...for alerts via email and mobile SMS • Payment management • Comprehensive communication tools • Leads and member follow-up capabilities • Appointments and call management • Document management for customers • Creation and dispatch of quotations & invoices • Expense tracking • Staff management features • In depth accounting reports • Catalog or service management features • Features for alerts via email and mobile SMS • Support for the apps develop. Ideally, potential freelancers should have prior experience in developing similar membership or CRM software. Your proficiency in web-based software development and strong understanding of user experience (UX) design will support the success of the project. A ble...
I'm seeking a skilled developer to create a utility that generates bulk invoices using imported Excel data, with a unique feature: every invoice will embed a scannable QR code leading to directions for delivery. The project would need to: - Utilize Excel data for automated invoice generation - Embed a QR code on each invoice - Enable the QR code to display a Google Maps view of the delivery location once scanned - Ensure that scanning the QR code also reveals the name and contact information of the deliverer Ideally, you should have: - Proficiency in Excel data manipulation - Experience in QR code generation and integration - Familiarity with Google Maps or other map services APIs - Knowledge on incorporating detailed data extraction through QR codes. The end goal is to create ...
I am seeking a competent and well-organized Virtual Assistant to help me str...Handle my email account, sorting, prioritizing, and responding to emails as needed. - Coordinate travel arrangements including booking flights, accommodations, and arranging for local transportation. Access: - You will be provided with read-only access to my calendar and email. It is important that you respect privacy and confidentiality. Essential Skills: - Advanced proficiency in MS Office or CRM tools is a must with the ability to efficiently handle office-related tasks. Preferably, you already have experience as a virtual assistant, understanding the importance of time management and have an excellent attention to detail. Being proactive, intuitive, and having a problem-solving attitude is key to ...
I'm in need of a specialist who can build a cloud-based SMS and calling platform augmented with a Customer Relationship Management (CRM) solution. This platform will chiefly be utilized for sales and lead generation activities. Key features of the CRM should include: - Contact Management: Able to organize and centralize contact details effectively. - Sales Pipeline Management: Enables tracking of prospective customers throughout the sales process. Ideal candidates should have extensive experience in cloud-based software development, CRM systems, and telecommunication technology. Strong familiarity with sales and lead generation applications will be highly considered. Having the ability to provide ongoing maintenance and support will be highly advantageous.
Searching for a Skilled Freelancer for Windows and Doors CRM Project Are you an experienced freelancer with a proven track record in developing Windows and Doors CRM systems? Our leading windows and doors company is seeking a talented individual to create a custom CRM solution tailored to our business needs. Requirements: ✅ Prior Experience: Only candidates with a demonstrated history of creating similar projects will be considered. Show us your previous doors and windows CRM projects to qualify. ✅ Comprehensive Functionality: The CRM must include features such as quoting, invoicing, sales team management with commission tracking, employee management, a database for inputting pricing information, an installation process management module, and seamless i...
I'm in need of an expert software developer to build a minimalistic invoice software compatible with the Windows operating system. Key Features: - Invoice Creation: Software should enable efficient creation of professional invoices, seamlessly handling calculations and formatting. - Expense Tracking: Integrated functionality to track and record all business-related expenses for the better financial management. - Customer Management: A capability to store and manage customer information systematically, aiding in quick invoice generation and customer communication. Ideal Candidate: You will be perfectly suited for this task if you have previously developed similar software and grasp nuances involved. Familiarity with minimalistic design aesthetics and a profound understanding...
It's important to create a website that serves as a one-stop hub for all our members. Inspired by the layout and functionality of , the website should include: - Member profiles with results and records. - A live nomination form for upcoming ...include: - Member profiles with results and records. - A live nomination form for upcoming competitions. - Unified communication platform for seamless connection between members. - Membership registration and renewal capabilities. - Accessible training schedules and resources. Ideal candidates for this project should be proficient in web development and sport-related projects, and knowledgeable of CRM integrations. Therefore, they could seamlessly weave in required features and ensure a user-friendly experience for our member athlete...
I am looking for a skilled software developer to create a practical billing and stock management software with an immediate start needed. The software should have: - Compatibility with both Windows and Android systems for flexibility - Ability to generate tax invoices/bills of supply and vouchers - Generation of monthly and yearly data summaries exportable in Excel and JSON formats - Stock management capability for over 500 unique products, facilitating rate and product name formatting. Additional functionality that needs to be included is a multiple-user feature, enabling simultaneous software use across different devices. The successful freelancer should demonstrate comprehensive knowledge in software development, with previous experience working on similar billing systems hig...
...required. Problem-Solving Ability: Demonstrated ability to effectively analyze customer inquiries, identify issues, and provide appropriate solutions or escalation as needed. Quick thinking and resourcefulness in finding solutions under pressure are crucial. Technological Proficiency: Comfortable using computer systems and navigating multiple software applications simultaneously. Experience with CRM systems and live chat platforms is preferred. Typing speed and accuracy are advantageous. Customer-Centric Approach: A genuine passion for helping others and a commitment to delivering exceptional customer experiences. Empathy, patience, and active listening skills are key attributes. Adaptability: Ability to adapt to changing priorities, handle high volumes of chats, and work eff...
Se necesita la maqueta de una sistema CRM -ERP, para versión web, así como también para APP
... and user information management. Form Enhancements: Add new business categories and improve form navigation, correct any typos or grammar. Risk Assessment Form: Improve the display of responses, correct any spelling errors and update assessment sentences. Phase 2: Basic Edits and Deployment (Budget: AUD 250) Tax Invoice and Statement of Account: Customize features to dynamically generate invoices and account statements. Homepage and Contact Us Updates: Revise textual content, remove and add specific elements, and embed 2 x YouTube videos. Policy Page Update: Change contact email addresses as specified. Form Country Risk Levels: Update the form to classify countries according to risk levels for due diligence purposes. Deployment: Upload the project to Melbourne IT and Dig...
...specialist to help me integrate Vonage with our QQ Catalyst CRM. This is a two-fold project involving: 1. Call Logging and Recording: I want all our call details to be logged and recorded seamlessly within the CRM. 2. Contact Information Sync: I require both the name, phone number, and email address from QQ Catalyst to be integrated with Vonage for easy contact accessibility. The ideal candidate will have prior experience with both QQ Catalyst and Vonage, and a proven track record of successful CRM integrations. Your expertise in customizing and integrating APIs will ensure the smooth interaction between these two platforms. You must possess the technical skill to troubleshoot issues that might arise during the integration process. FOCUS: - CRM Integrat...
...our company's Zoho CRM, aligning it with the unique demands of a real estate firm dealing in properties from various developers. We have a team of about ten agents that will be utilizing this platform. Key Features Required: 1. Integration of Zoho CRM with Facebook, Instagram, and LinkedIn for real-time lead capturing and management. 2. A comprehensive dashboard for our administrators, managers, and agents, encompassing: - Sales pipeline view - Lead tracking - Performance analytics - Campaigns overview - Agents tracking - Information on leads both qualified and contacted 3. Implementation of a round-robin system for equitable, real-time lead distribution. Ideal bidders should possess noteworthy experience in CRM customization, specifically...
Hello, Greeting...platforms like Odoo, QuickBooks UK, Xero, Wave, Zoho Books, MYOB etc https://www.freelancer.com/projects/accounting/Seamless-QuickBooks-PennyLane-Migration/reviews https://www.freelancer.com/projects/accounting/expense-invoices-data-entering-around/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments https://www.freelancer.com/projects/accounting/NEED-PAYROLL-ASSISTANCE-FOR-PAYSLIP/reviews • • Not only I am expert my QuickBooks Online, but I am also proficient in 1) Company Setup 2) Chart of Accounts Setup 3) Input two back-dated expense invoices (Payables). 4) Prepare sales invoice template (Receivables) 5) Bank Reconciliation 6) Tax Preparations 7) Payroll Management and 8) Preparing the final Financial Statement...
I am in need of an accounting expert with a minimum of 3 years experience to handle bookkeeping, accounts receivable and accounts payable tasks. The ideal candidate should have excellent proficiency in Excel, Microsoft Access and Netsuite. Your responsibility will include: - Maintaining and updating financial records, invoices and receipts - Performing accounts receivable/payable duties - Handling any other task that involves Excel, Microsoft Access or Netsuite. Strong attention to detail, problem-solving skills and knowledge of accounting principles and laws are required.
...Understanding of financial patterns, customer behavior analysis, and experience in large data handling is key to this project. Now, To add, there are multiple tabs which are named FRA.GER.ITA. We have invoices due for each entity but sometimes there may be multiple invoices due on the same day. I want to create a monthly forecast but with daily dates on it so it tells me what invoices are due on each day and also the supplier name. Also I want it to manage multiple invoices due on same day and to also update the forecast accordingly when I make changes/additions to each tab. Also, for invoices that might fall due on a weekend date to shift to the following work day. Ideal skills and experience: - Expertise in time-series analysis. - Experience in f...