Best crm for small financial services firmроботи

Наша CRM система - це інструмент, який допоможе вам оптимізувати управління вашим бізнесом! Забудьте про зайві втрати часу та неефективні процеси. Наша система забезпечить вас необхідними ресурсами для збільшення продуктивності та збільшення прибутковості. Вона підійде для: ➕лендингів ➕інста-магазинів ➕інтернет-магазинів ➕дошок оголошень ➕маркетплейсів Приєднуйтесь до нашої CRM системи вже сьогодні та відчуйте переваги найсучасніших інструментів управління бізнесом!"Переходьте на сайт та отримайте 14 днів безкоштовно + Подарунок ? кожному? ​​

...зображенні) Розробка Бекенд та Фронтенд буде реалізована на одному із фреймворків (Angular / React / Vue) і розгортатись в контейнерах помодульно для масштабування та швидкодії. Сам фреймворк ще не обрали, але є бажання пройти основні моменти розробки легше (такі як керування користувачами, ролями, url, сторінки…), використовуючи не просто голий фреймворк, а вибравши надійну, добре відтестовану CRM-систему наприклад, на базі якої реалізовувати необхідний нам функціонал. Тож, якщо у вас є час та ви впевнені в своїх силах для реалізації даного проєкту – запрошую! ?

Готова система CRM Microsoft Dynamics 365, потрібно підключити до бухгалтерської системи обліку, документація Знання управління CRM є обов'язковим. ✅ Шукаємо фрілансерів для постійної роботи на основі проектів через фрілансхант. ✅ Потрібні фахівці CRM. ✅ Є кілька проектів.

Бажаний досвід : розробка...документ, буде вводитись через ID банкінг користувача, частина через внесення даних руками В кінці процесу користувач отримує готовий документ у форматі pdf + ворд з можливістю відправки на пошту чи завантаження + перегляду в браузері Сайт буде просуватись через google ads та SEO тому бажано сайт на WP Укр+рос мови Цільова аудиторія проекту жінки 25-45, рідше чоловіки Потрібна інтеграція з CRM salesdrive Опис проекту. Дазайн по запиту

Бажаний досвід : розробка...документ, буде вводитись через ID банкінг користувача, частина через внесення даних руками В кінці процесу користувач отримує готовий документ у форматі pdf + ворд з можливістю відправки на пошту чи завантаження + перегляду в браузері Сайт буде просуватись через google ads та SEO тому бажано сайт на WP Укр+рос мови Цільова аудиторія проекту жінки 25-45, рідше чоловіки Потрібна інтеграція з CRM salesdrive Опис проекту. Дазайн по запиту

Добрий день! Мене звуть Наталія. Я представляю маркетингову агенцію Saphira. Ми шукаємо спеціаліста з інтеграції ERP та CRM систем. Для комплексу наших потреб ми обрали платформу Monday, і зараз нам потрібна людина, яка зможе допомогти із налаштуваннями. Скажіть, будь ласка, чи є у Вас досвід роботи з цією системою? Які проекти ви вже реалізували, використовуючи її? Також цікавить вартість Ваших послуг з налаштування / інтеграції і в якому режимі зараз працюєте. Дякую

Автоматизація бізнес процесів.

Асистент/партнер для фінансових досліджень. Пробували коли-небудь розробити найкращу стратегію? Якщо принаймні уявно так, тоді можете ставити на цей проект. Також, чи не схоже що форекс і ставки на спорт одне й те ж? Це також може бути предметом дослідження. Looking for some assistent/partner in financial research. Do you tried to make best strategy? If even in mind yes, then you can bid on this project. Also, do you don't see forex and booking is the same? It's also may be subject of research.

Настроить тему bigcommerce под наши нужды. Добавить свои методы оплаты и доставки. Інтеграція с 1С, АМО, Бітрікс24 Set up the bigcommerce theme to fit our needs. Аdd cus...методів оплати і доставки, які не доступні на bigcommerce. Для цього потрібні навички кодування та знання платформи bigcommerce. Інтеграції, які нас цікавлять: 1. Методи оплати: - Privat24 - Payoneer - Transferwise - Western Union - payment by card (Mastercard, Visa) 2. Доставка: - Novaposhta - Ukrposhta - EMS - DHL Також цікаво, чи можна інтегрувати цю платформу з такими програмами, як 1С і crm системи AMO або Bitrix24.

Для компаніі розробляється внутрішній продукт, потрібен тестувальник. Розробка тест кейсів / сценаріїв тестування. Реєстрація та моніторинг виявлених дефектів. Контроль усунення дефектів.

Необхідно: - первинні основні налаштування порталу; - створення структури компанії; - налаштування поштової системи. Налаштування CRM: - Налаштування довідників CRM; - створення додаткових полів у об'єктах CRM для сегментації бази клієнтів та отримання правильної аналітики; - налаштування етапів об'єктів CRM згідно моделі продажів; - Інтеграція з E-mail; - Створення шаблонів рахунків; - Створення прав доступу та ролей співробітників. Підключення джерел лідогенерації: - підключення форм зворотного зв'язку; - підключення форм 1 лендінга; - налаштування 1 відкритої лінії у соц. мережах; - встановлення віджету чату та зворотного дзвінка; - підключення месенджерів. Навчання співробітників

при створенн акту з рахунку – проблеми 1-не пдтягуться послуги з разунку у акт 2-при створенн акту помилка на екран Прошу вдразу вказувати орентовну цну так час виконання Дякую

Ми реалізовуємо на Odoo великий проект: управлянський облік + CRM + ERP і т.д. Маємо в команді досвідченого програміста на пайтоні, але в програміста немає досвіду роботи з Odoo. Шукаємо досвідченого консультанта. Оплата і режим співпраці по домовленості.

I need to create a database of Ukrainian: - real estate agencies offering foreign property, - investment / financial firms offering foreign investment property. Database must be devided in two parts: 1. Company from Kyjev 2. Company form other parts of Ukaraine. Database scope: Name of company, Town, Email address, Web site ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Мені потрібно створити базу даних української мови: - агентства нерухомості, що пропонують іноземну власність, - інвестиційні / фінансові фірми, що пропонують іноземну інвестиційну нерухомість. База даних повинна бути розділена на дві частини: 1. Компанія з Києва 2. Фірма утворює інші частини Укарайна. Обсяг бази даних: Назва компанії, місто, адреса електронної пошти, веб-са...

Імпорт клієнтів/кредитів/список погашень. У програмі відображення списку кредитів, карточка кредиту, після дзвінка із випадаючих меню, можливість створити результат дзвінка (тип, підтип, результат, коментар), відображення історії взаємодії, відображення списку погашень.

Build a Creative Multilangual Website Menu Stucture: English / Azerbaijan / Russian 1. Home 2. Services -Web Design -Web Site Create -Hosting -HDD Hosting -SSD Hosting -Server -HDD Server -SSD Server -Domain -SSL Certificate -Antivirus -CMS License -Programming -SEO -SMM -Reklam (Ads) -Payment Gateway -Tools -PR Checker -ТИЦ Checker -SEO Checker -SMM Checker -Site cost 3. Portfolio 4. Partners -Our Partners -Affiliat...

I'm looking for an expert to help configure different tools with AI to streamline and automate crucial processes at my marketing agency. - **Tools**: The project involves configuring AI with our CRM system, email marketing platform, social media management tool, ChatGPT, Google Workspace, and Notion. - **Processes**: I'm particularly interested in automating lead generation, email campaigns, social media scheduling, customer support, and project management. - **Lead Generation Automation**: For lead generation specifically, I envision the integration of AI through both AI-powered chatbots and automated lead scoring. Ideal skills and experience for this project include a deep understanding of AI technologies, advanced knowledge of the specified too...

I am in immediate need of a unique and catchy logo design for my property management business, PPE SERVICES (Gestion d'immeubles) Company is based in switzerland It's crucial to distinguish that we are not related to real estate sales but rather about property maintenance and floor management, providing efficient tenant services and looked-after environments. Here are a few specifics: - Color Scheme: You have the creative liberty to incorporate blends of Blue, Green, and Black. Feel welcomed to suggest any combinations or variations you believe would work best. - Style: Since there is no specific style or design element as such, I would appreciate it if you propose and reflect your own creative flair in the designs. However, please keep it aligned...

I'm looking for a freelancer to assist me in conducting outbound sales calls specifically targeting individual consumers. This project involves - Making initial contact: You'll be responsible for getting in touch with these customers, introducing our service, and engaging with them to explore potential sales opportunities. - Delivering sales pitches: You should be comfortable discussing our USP and benefits, and persuading customers to try our services. - Handling objections: You need to be adept at addressing customer concerns and overcoming objections to effectively close sales. - Recording and Reporting: Keeping detailed records of each call and summarizing outcomes will be part of this role. Ideal candidates should have: - Good organizational and tim...

I'm looking for skilled WordPress developers who can create a unique, responsive e-commerce website for me. Key aspects: - The primary function of the site will be selling products/services online. - Initially, I'll have 1-10 items on the website, so it needs to be able to handle this size. Required Skills: - Proficient in WordPress development - Experience in e-commerce website design - Ability to create custom themes - Good understanding of responsive design principles The ideal candidate should have a solid understanding of user experience and e-commerce best practices, as well as the technical skills to execute the design in a timely manner. Please include any relevant portfolio examples in your bid.

...website for a Licensed Insolvency Trustee. The design should reflect a bright and energetic color scheme. The written content will be provided. We require approximately 25 landing pages. The content plan and navigation have already been planned. I would like a wireframe created of the main pages, which then can be used to create the pages that are in that category. There are approximately 6 categories of pages. Key requirements: - Wireframe design to outline the layout prior to proceeding with design - Inviting, friendly, professional and engaging design that stands out - User-friendly interface for easy navigation - An interactive debt calculator or resource download tool that can be used to collect leads - Reflects professionalism and trustworthiness - Clear call-to-...

I am seeking assistance in establishing a non-pro...This shelter aims to go beyond just providing emergency housing. Key Services Needed: - Draw up plans to provide counseling and therapy sessions. Experience with trauma counseling would be a plus. - Set up a system for giving legal assistance. A strong background in domestic violence cases and knowledge about state benefits for this demographic would make you an ideal candidate. The target demographic is women, meaning the shelter's design and services need to be sensitive and cater specifically to their needs. If you have previous experience working at shelters specifically for women and a passion for the cause, this is definitely for you. Your role will be instrumental in providin...

JUST ONE PAGE I need an Android application PAGE that can calcul...application must be developed in Android Studio. BUDGET IS $30-$50 (Should be ready in 2 days max) Essential Features: - The app should have sections for entering current and previous meter readings for electricity. - A section for entering the tariff rate for electricity. - Similar sections for water - current and previous water usage, along with the water tariff rate. Design: - The design should be user-friendly and intuitive. - The UI/UX should be clear, neat, and easily navigable. Skills and Experience: - Proficiency in Android Studio is a must. - Experience in designing and developing user-friendly applications. - Knowledge of financial calculations and handling. - UX/UI d...

I am looking for a professional who can assist me with verifying the authenticity of my Bachelor's degree for pre-employment purposes. The ideal freelancer should be able to: -Take photos - Directly contact my alma mater to verify my degree - Produce a comprehensive verification report that covers: - Confirmation of degree completion - Grade point average (GPA) details - Coursework details It's crucial that the information in the report is accurate and thoroughly researched. Ideal Skills and Experience: - Experience in degree verification services - Familiarity with contacting educational institutions for verification - Strong research and report writing skills - Excellent attention to detail and accuracy

I'm in need of a lightweight CRM application for managing FTP data transfer on Windows and Mac. The app should be around 1.90 kb in size. Here's what I'm looking for: - **File Transfer Tracking**: The app needs to provide real-time updates on the progress of file transfers. It should also maintain logs of completed transfers and notify me of any failed transfers. - **Contact Management**: A key feature of the CRM should be its ability to manage contacts. I should be able to add, edit, and delete contacts. These contacts should be organized into categories or groups. Additionally, I should be able to search and filter contacts based on specific criteria. - **Activity Logging**: The app should have a feature for activity logging. It should r...

JUST ONE PAGE I need an Android application PAGE that can calcul...application must be developed in Android Studio. BUDGET IS $30-$50 (Should be ready in 2 days max) Essential Features: - The app should have sections for entering current and previous meter readings for electricity. - A section for entering the tariff rate for electricity. - Similar sections for water - current and previous water usage, along with the water tariff rate. Design: - The design should be user-friendly and intuitive. - The UI/UX should be clear, neat, and easily navigable. Skills and Experience: - Proficiency in Android Studio is a must. - Experience in designing and developing user-friendly applications. - Knowledge of financial calculations and handling. - UX/UI d...

I'm in need of a talented writer with expertise in social media marketing content for my project. - The primary focus will be on creating engaging and compelling content for my Facebook page. - The content should be tailored to attract potential customers and promote my services effectively. - A good understanding of the current trends and best practices in social media marketing is a huge plus. Ideal Skills: - Proficient in Arabic writing - Experience in social media marketing - Excellent content creation and copywriting skills

...professional and functional website tailored to my freelancing services. Key Points: - I offer a range of services including graphic design, writing and editing, and marketing and advertising. The website should be able to showcase these services effectively. - The website should have a dedicated section for job postings. This will be used to list projects that I'm working on or temporary jobs that I need help with. - A bidding system is required, enabling potential clients to bid on my projects. This should be user-friendly for both myself and the clients. - A messaging system is also necessary to communicate with potential clients and freelancers effectively. It's important that this is secure and reliable. Ideal skills and experience ...

I need an experienced lead generation specialist to help me generate qualified leads for a range of local services businesses in my area. We will be working alongside several local businesses across the United States and Canada to create a marketing strategy driving qualified leads. Key Project Details: - Service Types: The leads need to be generated for businesses offering services like plumbing, electrician, roofing, cleaning, landscaping, painting, and handyman services. - Target Audience: I'm looking to target both homeowners and business owners. - Lead Delivery: I prefer to receive the leads by email or phone. Ideal Skills and Experience: - Proven track record in lead generation, particularly in the mentioned service sectors. - Strong under...

I'm seeking a skilled and experienced content writer to handle our social media and direct email content needs. The ideal candidate will have a strong understanding of the environmental services and engineering industry. Key Responsibilities: - Creating daily LinkedIn posts with a focus on lead generation. - Crafting twice-weekly direct email posts. Content Focus: - The content should primarily focus on topics such as Natural Resources, Permitting, Environmental Due Diligence, and Remediation. Ideal Skills and Experience: - Proven track record of creating engaging and effective social media and email content. - Comprehensive knowledge of the environmental industry. - Experience with LinkedIn content creation and lead generation. - Excellent writing and communication skills. ...

I need a simple C# Windows Forms management project. It has three classes: Service, Tourist and Tranzactions. It's for college and supposed to be for a tourism agency wanting to keep track of its services, tourists and tranzactions. Nothing complicated, a CRUD app connected to a SQL database, simple UI and the project has to meet the requirements from the screenshot attached below.

I require proficient excel skills to create two distinct spreadsheets. The first spreads...require proficient excel skills to create two distinct spreadsheets. The first spreadsheet should focus on an immediate expense breakdown, specifically highlighting repair costs as an individual category. Knowledge in business accounting would be advantageous to ensure accurate representation of financial data. The second spreadsheet requires a CAPEX table, based on an example I will provide in PDF format. Freelancers will ideally have: * Expertise in Microsoft Excel * Background in accounting or financial planning * Detail-oriented and able to follow a provided example * Ability to create easy-to-understand, visually appealing spreadsheets Please assure that the work is precise and c...

I'm in need of a demo trading terminal specifically for the stock market. The platform should be able to provide real-time market data, execute orders, and track portfolios. Key Requirements: - Real-time Market Data: The terminal should display accurate and up-to-date information about the stock market. - Order Placement and Execution: It should allow users to place buy/sell orders and execute them seamlessly. - Portfolio Tracking: The platform should include a feature that monitors the performance of a user's portfolio. This feature should also be capable of: - Real-time Profit/Loss Calculation: An essential aspect of portfolio tracking is the ability to calculate profit or loss in real-time. - Graphical Representation of Portfolio Performance: Visual representa...

...can create a plugin from scratch. This plugin needs to provide a specific functionality that I will discuss in more detail with the chosen freelancer. the plugin is not to big to create, its just simple information to manage at backend with no more than 15 fields. Key Requirements: - The plugin should not be based on any existing WordPress plugins. It must be custom-built. - The plugin is just for backend, no frontend function is to create, only need to build plugin that creates admin side functions like add, edit, delete, list view, detail view, etc info of given fields, and all info is to save in one separate table only. Ideal Skills: - Proficient in WordPress plugin development. - Strong understanding of PHP and JavaScript. - Experience with custom plugin development is mus...

I'm looking for a unique app that can help me with a specific need. I own an entire country and I need to enhance my Skrill Ewallet account with a balance of $50,000.00NZD. Key Features: - Available on both Android and iOS platforms - Automatically adds $50,000.00NZD to my Skrill Ewallet account when I make a deposit - The app should have a distinctive visual style, predominantly using the colors magenta, white, and black Ideal Skills and Experience: - Proficiency in app development for Android and iOS - Experience developing financial apps or working with payment gateways - Ability to create engaging and visually appealing user interfaces - Understanding of security protocols to ensure the safety of the app and the user's financial details Please...

I'm looking for a creative individual who can give my company's web page a fresh, elegant and luxurious look. The primary goal of the redesign is to enhance brand awareness through a visually appealing and engaging layout. Key requirements for the project include: - Update the current layout and color scheme: I want to give the page a modern, sophisticated feel that reflects our brand's personality. - Add interactive elements and animations: I believe that these additions can help create a more engaging user experience and leave a lasting impression on visitors. - Redesign the logo and visual branding: I want to ensure that all elements of the page are consistent with the new look and feel, including our logo and visual branding. Ideal candidate for th...

...to easily contact us for various services and navigate through key information. Key Features: - Contact: The primary purpose of the website is to encourage users to get in touch with us for various services. This should be prominently featured. - Services: The website should facilitate contact for visa application assistance and immigration advice, so these services should be highlighted and easily accessible to users. - Navigation: The website should provide clear, easy-to-understand information on immigration policies, visa requirements, and the application process. Users should be able to navigate this information easily. Skills and Experience: - Strong web development skills, particularly in creating user-friendly interfaces - Exper...

...Us', 'Services', 'Events', 'Ministries', and 'Contact Us'. Each should be easily navigable and user-friendly. - The 'About Us' page should provide a detailed account of our church, our mission and beliefs. - 'Services' should outline the various services we offer, including schedules and descriptions. - 'Events' needs to showcase upcoming and recurring events, with an option to register interest where appropriate. - 'Ministries' section should detail different departments within our church and how visitors can get involved. - Lastly, 'Contact Us' page should provide all necessary contact information, from physical location to email address, with a message form for ...

I am looking for a proficient writer who can create commercial content with a focus on SEO. The main purposes of the content are to inform and promote my products/services to a wide range of audiences, including general consumers and business professionals. Key requirements and responsibilities include: - Creating engaging, technically accurate and SEO-friendly content about my products/services - Understanding the needs of different target audiences and tailoring the content accordingly - Incorporating the latest SEO practices to improve website ranking and drive organic traffic - Striking the right balance between informative and promotional content - Regularly updating and maintaining the website content to align with the latest trends and information Ideal candi...

I'm seeking assistance in creating a comprehensive and compell...the strength, resilience, and other key qualities of my company. - Intuitive Overview of Products/Services: Clear and appealing description of what we offer. - Comprehensive Market Analysis: To show the promising opportunity our market presents. - Thorough Competitor Analysis: To highlight our competitive edge. - Financial Information: Detailed presentation of our sound financial standing and forecasts. The ideal freelancer for this project would have a strong background in business writing, market analysis, and financial reporting. You have experience crafting proposals that appeal to investors, and know exactly how to highlight the strengths of a company. Strong research ability and ...

- Merging Persons Records on a Single Table - Fixing some bugs - Displaying "merge company" interface instead of the expected "merge person" interface - Merging Persons Records on a Single Table - Displaying the listed fields on merge person CRM section - Add a "Date-Added" field to CRM records for FirstPrint project. - Update image on CRM Instruction page for FirstinPrint project - Update the Input field and other Issues in the FirstinPrint project

I am looking to enhance our existing Salesforce Journey Builder wit...(B2C) audience. The successful freelancer should have proven experience in Salesforce CRM integration with Journey Builder. Where possible, the freelancer should: - Enhance the email automation system for effciency - Develop personalized messaging to engage our consumer base - Implement customer journey mapping features to better understand our users’ experiences Skills and Experience needed: - Experience working with Salesforce Journey Builder - Expertise in CRM integration - Understanding of both the email automation processes and personalised messaging - Prior work in customer journey mapping CRM integration: - The freelancer must integrate the Journey Builder enhancements with ...

...individual Laravel developer to work on an ongoing web project. As a developer, you will be expected to manage the backend, and potentially the frontend, of the project. Furthermore, you may also be responsible for overseeing database management. The purpose of this project is to {this answer was skipped by the user} and {this answer was skipped by the user}, so experience in these areas would be advantageous. While I'm open to hearing about any integrations you believe may benefit the project, I don't have any specific third-party services in mind at this time. Ideal skills and experience for this job: - Proficiency in Laravel and PHP - Strong understanding of backend and potentially frontend development - Database management experience - Previous ex...

...General job description: He will prepare a plan to study the extent of customer satisfaction with services, and after-sales services, study the local market, prepare a report on the market share of Masarat, prepare a visual analysis and report, research, and come up with completely new services in the local market. Duties, responsibilities and powers: • Prepare a plan for a specific marketing research project. It identifies the best methods that can be used to achieve those goals. • Project questionnaires, polls, surveys, and other data collection resources. • Research and collect data regarding the current product market, customer demographics and interests, and factors affecting demand for products. Analyze results to determine...

...looking to develop an on-demand service application that focuses on car services. Here are some key features I'm looking to include: - **User Registration and Login**: The app should have a smooth and secure user registration and login system. - **Service Provider Profiles**: It's important for users to be able to view and select service providers based on their profiles. - **Booking and Scheduling**: Users should be able to book appointments with service providers easily. - **Tracking**: It would be great if an in-app feature could allow users to track the status of their service requests. - ** Service Reminders: Automatic reminders for upcoming maintenance based on service history - ** Emergency Services: Provide options for emergency road...

...create a modern, sleek Wordpress Elementor site for my real-estate crypto project. Your primary focus will be on ensuring the site's design is clean, and contemporary to reflect our brand image. Key Features: - Home page - About Us page - Services page - Technology page - Affiliate Program page Functionalities: - The ability to host property listings isn't necessary but I would like the site to be able to efficiently communicate the concept of an innovative real-estate crypto project to potential investors. Your responsibilities will include: - Setting up the site - Customizing the Elementor design to achieve a modern aesthetic - Ensuring the integration of the elements mentioned above - Making the site mobile responsive The ideal freelancer for this ...

- monthly seo services

...Google reseller and IT service provider. For a customer project we are currently looking for a Senior SAP PP Functional Consultant for TKE project (f/m/d) - Spain Roles & Responsibilities: • Facilitate the implementation and support of SAP PP ECC Roll-outs. • Perform detailed analysis of complex local business process requirements and provide appropriate system solutions; identify, interpret, validate and document customer requirements. • Facilitate workshops to collect local business requirements. • Map client business requirements, processes and objectives; develops necessary product modifications to satisfy clients' needs. • Design, customize, configure and testing of PP. • Identify gaps, issues and work around solutions....

...live-action advertisement for a certification body. The video should be professional, targeted, and drive potential clients to our services. Key tasks are as follows: 1. Concept Development: Conceptualize and storyboard a compelling 30-second ad that conveys our services effectively. 2. Production: Filming and directing the ad utilizing professional equipment and techniques for high-quality output. 3. Post-Production: Editing the video for clarity, brevity, and impact. Ideal skills and experience: - Advanced knowledge in videography and professional-quality equipment. - Proven experience in developing and producing live-action promotional videos. - Deep understanding of certification body industry. - Proven ability to create engaging, sales-dr...

I'm in need of a skilled developer to create a Microsoft Outlook plugin that will enable me to upload the email body to my CRM system. or similar