CRM Jobs

I am in need of a Salesforce/Quickbooks Integration to streamline sales processes. I currently use QuickBooks for my financial management and am looking for an ongoing data synchronization between the two systems. The main purpose of this integration is to simplify and improve the way our sales are processed - resulting in improved financial reporting and enhanced customer data management.

I am looking for a freelancer who can assist me in transferring referrals to a custom-built system as part of my business expansion plan. I need help with transferring the referrals to this specific system. The ideal candidate for this job should have experience in custom-built systems and knowledge of CRM software. The project requires the following skills and experience: - Expertise in transferring referrals to a custom-built system - Knowledge of CRM software - Strong attention to detail - Ability to work independently - Excellent communication skills If you are interested in this project, please submit your proposal with your relevant experience and availability. Thank you!

Requerimos realizar una integración de Zoho DESK y CRM con Issabel. En la misma es necesario: * Recibir notificaciones de llamadas entrantes, permitir asociar la misma a un ticket existente o bien generar un nuevo ticket. (Desk) * Recibir notificaciones de llamadas entrantes, permitir asociar la misma a un contacto existente o bien generar un nuevo contacto. (CRM) * Poder realizar llamadas desde Desk o CRM y que la misma genere la entrada correspondiente a una llamada.

I need to create a BOT that interacts with my leads as if it were a human. I need to train him to answer questions, ask the customer intelligently, and interact in the way he is trained by me, as if he were an agent at my company. In parallel, he must qualify the lead, add tags according to the individual information of each lead, send automatic remarketing messages according to the tags of each lead. We thought about the possibility of integrating ManyChat with ChatGPT and maybe some CRM. Everything should be automatic, with as little interaction as possible from our human attendants. If you have this solution without menus, without lists with numbers for the customer to enter the option, in a totally humanized way, please contact us.

Hello, I'm looking for a freelancer to help us develop and maintain our Hubspot CRM. We don't currently have a CRM system in place, so a full implementation is needed. Specifically, we seek features such as Lead Management, Sales Pipeline Management, and Marketing Automation. We need regular updates and maintenance on a weekly basis and are looking for someone who can provide a reliable and timely service. If you can help us meet our CRM needs, please contact us! We are in the nutraceutical business and have six customer service representatives. We shall have all the features of Hubspot and need someone dedicated to assisting us for the next two months and continue thereafter.

I am looking for a freelancer to develop a module in Zoho to manage my affiliate partners. The module should have the following capabilities: - Tracking commissions for my affiliate partners - Integration with other Zoho apps - Intermediate level of customization The ideal candidate for this project should have experience in: - Developing modules in Zoho - Integrating Zoho with other apps - Customizing Zoho modules to meet specific requirements I would like to record various affiliate partners and store how much percentage they receive. The affiliate partners should be able to register their leads and I would like a monthly report about the commission. In the best case, a credit note is automatically created for the affiliate partner. I work with Zoho CRM and Zoho Books.

We want to transition our business to Zoho. I have attached more details.

I am looking for a developer who can develop and customize a CRM system for our business. The system should be a complete setup from lead generation, data management, workflow & sales automation, and reporting analytics.

I am looking for a Digital Operations Implementation Expert to help me implement Inventory Management for my business. Currently, I use an Excel Spreadsheet for my inventory management process, but I want to upgrade to a more automated system. Here are the details of the project: - Specific digital operations needed: Inventory Management - Current inventory management process: Excel Spreadsheet - Desired level of automation for the new system: Semi-automated Ideal skills and experience: - Strong understanding of inventory management processes and systems - Experience implementing inventory management systems for businesses - Knowledge of semi-automated inventory management systems and tools - Ability to integrate inventory management systems with other digital operations (e-commerce, CR...

We are seeking a skilled and experienced freelancer to assist us in configuring Vtiger CRM, an open-source customer relationship management system, along with its addon tools. The ideal candidate will have a deep understanding of Vtiger CRM and possess strong technical skills to effectively set up and customize the CRM according to our business requirements.

We are looking for an experienced developer skilled in CRM platforms such as SugarCRM, EspoCRM, Vtiger, Odoo, or any other you deem suitable for our requirements. Our goal is to transition from Salesforce/Pardot to a more cost-effective open source alternative without sacrificing operational efficiency. Apart from the CRM migration, the developer will be expected to integrate a dialer and calendar scheduling functionality into the CRM system. We also need assistance with frontend development for our landing pages and websites. Key responsibilities include: CRM Migration: Safely and efficiently transfer all our data and business processes from Salesforce/Pardot to the chosen open source CRM. The developer should ensure minimal downtime during this process and must validate the integrity ...

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I am in need of an Email Marketing Specialist who can help me achieve my goal of Sales Conversion through email campaigns. I have no preference for which CRM platform is used, so the ideal candidate would have experience working with a variety of options. The target audience for the campaign is B2B, so knowledge of effective B2B lead generation tactics is a must. Ideal skills and experience for this job include: - Experience designing and executing successful email marketing campaigns - Knowledge of various CRM platforms and their capabilities - Strong understanding of B2B lead generation tactics and strategies - Ability to analyze campaign data and adjust strategies accordingly - Excellent communication and collaboration skills to work with a team and manage client relationships.

CRM Based Project - Lead Management with Data Migration We are looking for a freelancer who can help us with our CRM based project. We need a system that can handle lead management with the ability to migrate our existing data to the new CRM system. Ideal Skills and Experience: - Experience with the chosen CRM platform (Salesforce, HubSpot or Zoho) - Proficiency in lead management and data migration - Strong problem-solving skills to address any issues that may arise during the migration process

I am looking for a Salesforce admin and developer to provide ongoing support for customizing our Salesforce Professional edition. The ideal candidate will have experience with customization and data management within Salesforce. Some specific tasks we need help with include: - Customizing fields and layouts to meet our business needs - Creating workflows and automation to streamline our processes - Integrating third-party apps with Salesforce - Managing data and ensuring data quality The position will require ongoing support and collaboration with our team to ensure our Salesforce instance is optimized for our business needs. The ideal candidate will have experience with Salesforce Professional edition and be able to work efficiently and effectively in a team environment.

MUST HAVE EXPERIENCE IN ACUMATICA CRM. If not, please do not apply. Needing a long term relationship in helping with Acumatica CRM Developement for mostly integrations, automations, process improvement, etc.) plus if you know how to do reporting,

We are looking for an experienced developer skilled in open source CRM platform Odoo or others like SugarCRM, EspoCRM, Vtiger, Odoo, etc. Our goal is to transition from Salesforce/Pardot to a more cost-effective open source alternative without sacrificing operational efficiency. Apart from the CRM migration, the developer will be expected to integrate a dialer and calendar scheduling functionality into the CRM system. We also need assistance with frontend development for our landing pages and websites. Key responsibilities include: CRM Migration: Safely and efficiently transfer all our data and business processes from Salesforce/Pardot to the chosen open source CRM. The developer should ensure minimal downtime during this process and must validate the integrity of migrated data. Knowled...

As a business owner, I'm looking to set up a Notion workspace to get organized and improve efficiency within my organization. I have not yet created an account on Notion, but I plan to do so before starting this project. The primary purpose of my Notion setup is to use for CRM & project management, as well as adding in some extra bells and whistles. It will only be used by 1-5 users, so it needs to be simple and easy for everyone to access and use. I'm looking for someone with experience setting up notions to create a space that's tailored to my needs and that can help my business reach its goals.

Looking for Zapier Expert I am in search of Zapier expert who can help me automate certain tasks for my business. Specifically, I am looking to automate: - Email marketing - CRM integration - Social media posting and could me more Ideal skills and experience for this job include: - Extensive knowledge and experience with Zapier - Experience with email marketing, CRM integration, and social media posting - Familiarity with Gmail, Salesforce, and Facebook integrations - Ability to work efficiently and meet deadlines - Excellent communication skills to ensure project is completed to my satisfaction.

I am looking for an experienced Pipedrive engineer to help with a customization project. Specifically, I need help with cleaning up our Pipedrive CRM and workflow automation related tasks, which must be completed within the timeframe of 1-7 days. The ideal candidate will have extensive knowledge and experience with the Pipedrive platform. The successful candidate must be able to create, modify, and customize existing Pipedrive features and functions to meet my requirements. The successful candidate must also be knowledgeable on the customization of fields and the visual aspects of Pipedrive. This project requires a high degree of expertise and technical skill. The candidate should have the required skills in Pipedrive customization, integration, and maintenance, in addition to being famil...

Seeking a Bitrix24 expert to assist with CRM customization. 1.) We want to make all the columns editable like the 2nd & 3rd. Is it possible? (Picture attached) 2.) We have 2 panels in the contacts,1 for the admin people and the other for users. User Panel & Admin Panel EDIT right permission. we are using 3rd party software for the user panel. kindly find the link below for more clarification on the 2nd point. Reference: BITRIX24 (On-Premises), 50 users Business account, Linux OS. Needed Skills and Experience: - Strong knowledge and experience with Bitrix24 CRM - Expertise in CRM customization - Ability to work with advanced-level Bitrix24 users - Excellent communication skills to ensure understanding of specific customization needs

I am looking for an experienced developer to create a custom-built CRM for my new enterprise. The CRM should prioritize customer management and include features such as contact management, lead tracking, and customer interaction history. Additionally, the CRM should be able to integrate with our existing platforms and automate tasks to increase efficiency. Ideal skills for this project include experience with CRM development, database management, and API integration.

I am in need of a RingCentral API Developer to integrate my business phone system with my custom CRM platform. Specifically, I require call logging and recording to be integrated. Ideal Skills and Experience: - Strong experience with RingCentral API development - Expertise in custom CRM platform integration - Knowledge of call logging and recording functionalities - Familiarity with business phone systems - Ability to work efficiently and communicate effectively with the team.

We are looking for a developer creating a module for the FreeScout ticket system The goal of the module is to connect FreeScout via oAuth2 to our well documented CRM. Those are the main features required: - authentication of users based on their username / email address - synchronising (read-only) name, address, email. telephone of clients to FreeScout - matching customer communication via unique email addresses with the customer in the CRM and archive every email including attachments in the CRM - if email is missing/not unique add the option to manually assign communication threads to a client - add the option to tag conversations with contract numbers and/or branches from within FreeScout (each client has n contracts) - add a button / URL to FreeScout to open the customer directly in ...

I am looking for a freelancer to customize my Zoho CRM for Sales, Reporting, and the process I follow for my business. I need someone who is experienced in Zoho CRM customization and can work quickly, as I need the customization completed within a week. Here is a summary of my requirement, I have personally worked with Zoho and customized our CRM, what we need here is someone with expertise. Sales module with Leads, deals, and accounts Reporting and dashboard with the various parameters discussed Individual performance parameters have parameters trackable on a daily basis. Permissions for Different users for view/Edit rights. Integration with Whatsapp Integration with Quickbooks - Ideal skills and experience: - Expertise in Zoho CRM customization, specifically in sales automation - F...

Detailed Job Description: Must have atleast 6 years of experience in Dynamics CRM. Dynamics 365 Technical with hands on complex Customizations and Configurations and integrations. Must have good knowledge on Dynamics 365 and coding best practices. Includes design specifications, programming, problem diagnosis, debugging, testing, modification and assurance of technical requirements of computer programs per established industry practices and Customers Development Management Methodology DMM.

I need a freelancer to integrate Zoho CRM with another php application. The specific Zoho application I want to integrate is Zoho CRM. I want to sync customer data between Zoho CRM and the other application. The data only needs to be synced one time. The ideal freelancer for this project will have experience with Zoho API integration and familiarity with Zoho CRM.

I am looking for a freelancer to help me integrate the calls module in ZOHO community. The ideal candidate should have experience in ZOHO applications, specifically in CRM and SalesIQ. Customizations to the standard ZOHO CRM integration are not required for this project. The primary goal of the integration is to log phone calls. I need server side code that will get call information and log all this records to ZOHO calls module.

We are about to launch an Online course and want to ensure our HubSpot CRM is set-up to best manage our clients, to prepare and publish reports, to integrate our emails etc... Our HubSpot is set-up, we only have around 300 people on our database. We send out weekly EDMs, which are personalised. But we want to set-up fields to ensure our HubSpot is both a BtoB database and a BtoC database. Was thinking that I would like a session (maybe half an hour) talking through our specific project and then would like someone to help develop our HubSpot ready for us to use to its potential.

I am looking for a freelancer who can help me integrate Bullhorn CRM with my marketplace. Specifically, I need help with building a link to to ask for reviews during several points in the recruitment process. Here are the details of the project: Bullhorn Version: Bullhorn CRM Integration Features: - Application integration with my marketplace Ongoing support: - Undecided Ideal Skills and Experience: - Strong experience with Bullhorn CRM - Experience integrating Bullhorn with a marketplace - Experience with application tracking integration - Excellent communication skills and ability to work independently and efficiently.

I am in need of a full-time secretary to assist me with various tasks. The ideal candidate would have experience in data entry and be able to manage my calendar and emails efficiently. Some of the tasks that I need assistance with include: - Scheduling appointments and meetings - Answering phone calls and responding to emails - Managing my calendar and reminding me of important deadlines - Organizing and maintaining files and records - Performing data entry tasks The ideal candidate should be organized, detail-oriented, and able to work independently. I am looking for someone who can work Monday through Friday, 9am-5pm EST. Experience with CRM software is a plus.

Buscando a un@ Community Manager en Latinoamérica que me ayude en el seguimiento personalizado de leads previos a una Masterclass, así como seguimiento posterior para el cierre. Que tenga habilidades avanzadas de comunicación, copywritting y ventas.

looking for an experienced SFDC developer to help me build reports and a dashboard to analyze sales data. Specifically, I want to track revenue, pipelines and win/lost metrics and display them in a chart format on the dashboard. The ideal candidate should have the following skills and experience: - Proficient in Salesforce Development - Experience building reports and dashboards in SFDC - Strong understanding of sales data and metrics - Knowledge of chart formatting and design If you are confident in your abilities to help me achieve my goals, It's a very urgent project I need to done within 24 hours and my budget max 65SGD fix budget also deadline fix

We are seeking a skilled Zoho CRM Expert to join our team. If you have a strong background in Zoho CRM administration and customization, we want to hear from you. Your role will involve optimizing and maintaining our CRM system to meet our business needs efficiently. Responsibilities: Administer and configure Zoho CRM to streamline workflows and improve sales processes Customize Zoho CRM modules, fields, and layouts to align with business requirements Develop and implement automation workflows and business rules within Zoho CRM Integrate Zoho CRM with other business applications to ensure seamless data flow Train and support users on Zoho CRM functionalities and best practices Monitor system performance, identify issues, and implement necessary fixes and enhancements Collaborate with cro...

I want to get help on the inventory system