Crm comparison spreadsheetроботи

...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.

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.

Введення даних

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.

I'm seeking a skilled HubSpot professional to provide me with training. Although I'm a beginner, I'm eager to get up to speed on Marketing and Sales Hubs. My primary goals for using HubSpot are to enhance our lead generation, customer relationship management, and sales pipeline management. Key Requirements: - Strong experience with HubSpot, specifically Marketing and ...and Sales Hubs. - Prior training experience, especially with beginners. - Ability to tailor the training to my goals. Your responsibility will be to provide clear, engaging, and actionable instruction to help me utilize Hubspot effectively. You should be patient, good at explaining complex concepts simply, and able to adapt to my pace and learning style. A background in marketing automation and CRM...

...necessitate revision, the successful candidate will be expected to do a comprehensive examination of the system and propose areas of improvement. Moreover, they will then be responsible for implementing these changes. DELIVERABLES The job will consist of the following: 1. Revise the script to make sure it works, and the estimates are consistent with the Stata estimates (I have the estimates for comparison). 2. Add the script to an existing R package (). I have cloned that package at It will be updated to become easi2. The easi package currently uses 3sls for the estimation stage. The revise version should have an option to choose either 3sls (the current method), or gmm (the method from the new script). 3. When the gmm option, allow

...Bahmni: As an important aspect of this project, the candidate would need to integrate Odoo and OpenMRS with Bahmni. Having previous experience in integration with third-party software would be critical to execute and ensure seamless synchronization. The ideal candidate for this project should preferably have a robust background in working with Odoo and OpenMRS systems, Bahmni, and other renowned CRM systems. The ability to effectively improve the user interface and experience will be an essential deal breaker in this role. As a professional in software development, your innovative solutions for custom module development will play a pivotal role in enhancing overall functionality. I am looking forward to receiving bids from enthusiastic, hands-on individuals who are open to engag...

Research Methods, including biostatistics and epidemiology Scenario One Scenario: You have been asked to evaluate an obesity program being implemented in 5 health community clinics in Chula Vista, CA. Another 5 clinics in Poway,CA were chosen by the evaluator for comparison. The program has not yet started. They would like you to evaluate whether the intervention was implemented as intended. You will evaluate the behavioral changes stemming from the 12-week program for 30 people at each clinic at 3 follow-up time points. They shared with you that they intervened in steps, which involved preparation, action, and maintenance around exercise. They encouraged community members to walk/run 3 days a week and eventually make it a life-long habit. The main outcome was minutes o...

I'm searching for a detail-oriented freelancer with extensive experience working with Excel. - This task involves typing text data into an Excel spreadsheet. - The data entered will be a mixture of both structured and random entries. Thus, a keen eye for detail and the ability to maintain organization amidst complexity is key. - As a crucial aspect of this project, I require error checking to ensure the highest quality of work. The ideal candidate should have experience and knowledge in Excel data validation. - For successful completion of this project, accuracy and attention to detail are paramount. Candidates with previous background in similar tasks will be highly regarded.

...equipment or related industry. • Excellent communication and presentation skills, with the ability to articulate complex concepts in a clear and compelling manner. • Strong understanding of customer needs and the ability to tailor sales approaches accordingly. • Self-motivated and results-oriented, with a drive to exceed sales targets and deliver exceptional customer service. • Familiarity with CRM software and sales tools is a plus. • Passion for our products and dedication to promoting our unique value proposition. Benefits: • Lucrative commission structure with unlimited earning potential. • Comprehensive training and support to equip you with the knowledge and tools needed to succeed. • Opportunity to represent an industry-leading bran...

I need a freelancer to collect data from online. It is simple job of data search and collection from crowdsourcing website. Would provide spreadsheet with details, all you need to fill the details. We are into venture financing. Job Description: Name LinkedIn profile. contacts (if possible) Attached spreadsheet for your reference. Regards, R

We are looking for a skilled WordPress developer with a strong background in creating dynamic and interactive websites. The developer will be responsible for building a feature-rich website that offers fare comparison between major ride-sharing companies, provides valuable content through a blog, and fosters community engagement through a dedicated forum. Skills and Requirements: Proficiency in WordPress development, including theme customization and plugin integration. Experience with HTML, CSS, JavaScript, and PHP. Ability to work with REST APIs to fetch and display real-time fare data from major ride-sharing companies. Knowledge of SEO best practices to ensure the website's visibility and search engine optimization. Familiarity with forum plugins to create a robust and enga...

I am searching for a proficient and attentive freelancer to assist with data entry tasks, specifically within Microsoft Excel. The role will require the successful candidate to be highly tech-savvy, with a strong background in Excel and an eye for detail. Key Responsibilities: - Handle diverse data entry tasks within Microsoft Excel - Ensure accuracy and consistency throughout the Excel spreadsheets - Offer quick turnaround times for tasks, while maintaining quality Ideal Skills: - Excellent knowledge and proficiency in Microsoft Excel - Previous experience in data entry roles - Strong attention to detail and accuracy - Ability to work quickly and efficiently under minimal supervision.

We are looking for a skilled WordPress developer with a strong background in creating dynamic and interactive websites. The developer will be responsible for building a feature-rich website that offers fare comparison between major ride-sharing companies, provides valuable content through a blog, and fosters community engagement through a dedicated forum. Skills and Requirements: Proficiency in WordPress development, including theme customization and plugin integration. Experience with HTML, CSS, JavaScript, and PHP. Ability to work with REST APIs to fetch and display real-time fare data from major ride-sharing companies. Knowledge of SEO best practices to ensure the website's visibility and search engine optimization. Familiarity with forum plugins to create a robust and enga...

I need a professional to set up the WooCommerce Zapier plugin for me. The tasks include: - Configuring plugin settings - Creating Zapier workflows for automated tasks - Mapping data between Woocommerce and other apps - E...tasks - Mapping data between Woocommerce and other apps - Ensuring customer details remain in the database on my site In addition, I require assistance in transferring the WooCommerce account ownership on my site to a new WooCommerce account. Ideal Skills: - Proficient in Woocommerce and the Zapier plugin - Experience in setting up automation workflows - Familiarity with CRM and email marketing platforms such as HubSpot CRM, Salesforce, and Mailchimp - Skilled in account management and data migration Please bid if you're confident in completing th...

I'm in search of a proficient Sales development professional with a proven track record in Cold emailing and outbound campaigns. We are a remote bookkeeping firm targeting small business owners and CPA firms in the US We're looking for a superstar for Business Development and Linkedin outreach. You must be based in US. The job will consist of: - Reachin...generation. - Proficient in creating and managing outbound campaigns. - Proven track record in generating leads. - Deep understanding of B2B targeting. The ideal candidate should possess: - Strong communication and interpersonal skills. - A good understanding of Small Business landscape. - Ability to work autonomously to deadlines. - Strong analytical and problem-solving skills. - Familiarity with CRM software and le...

...functional and streamlined tracking spreadsheet for multiple facets of a construction project. Ideal candidates should be well-versed in project tracking/reporting, with a profound understanding of construction processes, including: - Timeline: The ability to articulate project deadlines and various stages of the construction in a clean, easy-to-understand calendar view. - Material Inventory: Significant experience creating systems for tracking material usage, including real-time updates, order monitoring, and being able to predict future needs. - Work Progress: Demonstrate a robust understanding of work progress tracking across multiple work fronts, and be able to visualize the progress in a tangible way for stakeholders to understand. The Spreadsheet should have multip...

Будь ласка, зареєструйтесь або увійдіть в систему для перегляду деталей.

I'm looking to create a custom CRM platform that leverages NFC card technology, and an accompanying iOS app. Here's a breakdown of the project's key components: - **NFC Card Interface Features:** - Payment Processing: Users should be able to make purchases directly through the interface - Access Control: Secure access to certain information or features based on user roles - Loyalty Program Management: Implement a loyalty program to incentivize user engagement - User Portfolio: Users should be able to customize their interface with links, contact information, and product displays - **iOS App Development:** I need an iOS app to complement the NFC interface and provide a seamless user experience across different platforms. Ideal candidates for this p...

...highly meticulous and efficient Data Collection Specialist to gather basic contact information for 25 agencies specializing in scripting video sales letters (VSLs). The task involves sourcing and validating agency names, email addresses, and website links, then recording these details into a spreadsheet. Responsibilities: -Conduct basic research to locate contact information for 25 specified agencies. -Validate that email addresses are current and active. -Accurately enter all data into a provided spreadsheet format. Requirements: -Experience in data collection and validation. -Proficiency in basic research and use of spreadsheets (e.g., Google Sheets or Microsoft Excel). -Ability to deliver accurate results within a set timeframe. -Project Length: Short-term, estimate...

...a custom CRM system in Excel for my business. Key requirements: - Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales. - Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities. Additional details: - The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate. - No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM. Ideal skills and experience for this job would include: - Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data. - Previous experience in...

...applications submitted for environmental permits. Here is a link to the database: Please go over all of the records, and filter ones that match all criteria: 1. EIA Screening Application/Statement or EIA Scoping Application/Statement and 2. The application is for an activity in the sea Start a new spreadsheet, and for every such record, meeting the above criteria, add a row to the spreadsheet including: date of the record, screening/scoping, title of the application (translated to English), a url linking to the application on the NEA website. In addition, download the screening/scoping report document, translate it to English with Google translate, and provide it as well. Start the search from most recent and search backwards in time.

I want to set up an online shop on my website and have it connected to Fresha CRM, the system I currently use. This shop should have a sophisticated design that complements my brand image. Key Requirements: - Development of a product catalog with detailed descriptions and prices - Inclusion of a shopping cart and a seamless checkout experience - Integration of online ordering and payment functionalities - Payment gateway setup to accommodate credit card and bank transfer options - Customization to align with an elegant and sophisticated design style Ideal Skills and Experience: - Proficiency in e-commerce development and CRM integration - Strong portfolio of elegant and sophisticated web design projects - Previous experience with integrating payment gateways - Excellent un...

I am seeking a talented website developer to construct a formal, corporate-style ecommerce platform for my business. This high-quality site should be designed with the following features: - User registration and login capability - Product search a...the site, there would have to be membership levels, the site would sell merchandice and on-line coureses also charge for consultation on a timed basis. there would have to be upload and download capability for documents and images. it would be good if we could post to the social media account from the site. there would have to be a messaging system throughout the site (google workspace). Also a CRM as many messages to the site will be inbound leads. There can be other suggestions for development. scalablity, desktop, phone and tablet ...

I'm looking for an expert in conducting targeted client and business partner data mining. My focus is on establishing strategic alliances, hence, we need to gather contact information of third party businesses and potential partners where we can market our services. Initial data collection to be from the greater Palm Beach Florida region. Key Tasks are: - Research and compile a spreadsheet of company and social media contacts - Verify the accuracy and relevance of the data - Organize and present data in a usable form Ideal candidate would have: - Strong data mining skills, with a focus on research and social media platforms - Proven experience in similar projects - Attention to detail to ensure data accuracy - Experience in strategic alliance research will be a plus Pl...

I need a fully bilingual professional (I will interview in English) to do some tasks for my agency such as: PR Outreach Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Wordpress And others You must be a fast learner, attentive, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes. This job will start part-time as a test period, after that it will be full-time. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD Results bonus: 50 USD If your work complies with my quality requirements and you give more than asked, you’ll get performance and results bonuses each month. After a two-month...

I'm in need of a freelancer to assist with data cleaning from PDF documents. The task involves organizing the data into an Excel spreadsheet. Ideal skills for this role include: - Proficiency in data cleaning techniques - Strong attention to detail - Proficient in Excel for organizing data - Previous experience in similar data entry tasks

...credit and sending payment reminders. - Finance Management: Tracking income and generating financial reports. - CRM: To maintain good relationships with our customers. - E-commerce Integration: Development of a functional e-commerce website and application. - POS: A point of sale system for store transactions. - WhatsApp Features: Integrating WhatsApp for customer communication. - Reminder and Offers: Sending reminders and offers to customers. - Mobile Application: Developing a mobile application for store management and billing. The ideal candidate should have experience in: - ERP system development. - E-commerce software development. - Creating mobile applications. - Working with CRM, Credit, and Finance Management systems. - Integrating WhatsApp features into applicati...

...This system will need to be compatible with both Windows and Mac operating systems. Key Features: - Inventory Management: A robust tool to manage my stock of jewellery items, including tracking and updating inventory levels in real-time. - Sales and Order Management: A seamless system to handle the processing of orders and managing sales records effortlessly. - Customer Relationship Management (CRM): A centralized platform to store and manage customer information, with a focus on providing personalized and exceptional customer service. - POS & Credit Management: An integrated point of sale system that also incorporates credit management functionalities. - Finance Management: A module dedicated to tracking financial transactions, generating reports, and managing financial rec...

I am looking for a skilled freelancer to effectively integrate Zoho CRM and Zoho Campaigns to enhance the functionality of our sales team. **Key Responsibilities** - Successfully integrate Zoho CRM with Zoho Marketing Campaigns - Ensure all features are functional and optimized for our sales team - Troubleshoot any issues during the integration process **Application Requirements** - In your application, provide a detailed proposal outlining your method for this project. This should include your process and estimated timeline for completion. **Ideal Candidate** - Extensive experience with Zoho CRM and Zoho Marketing Campaigns (eblast, google ads, etc) required - Previous successful integrations of these software would be advantageous

...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales p...

The app is supposed to: - Search for specific product and add it in the cart with all needed information: delivery location, accessories, quantity. (Example: HP laptop with 14in size) - Compare the product price and service quality in the platforms and give results of the comparison. ( example: price in Amazon for the laptop is 1000$, delivery time is 3 days, the reviews are 4 star. Same for other platforms) - Direct the user to the selected platform to complete the purchase. (Example: to purchase the laptop from Amazon)

We need a dedicated customer support telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires:...telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires: - A proven track record in customer support roles, ideally over the phone - Confidence and skill in handling all types of customer queries - Knowledge of CRM tools - Exceptional communication and problem-solving abilities - Experience with service-centric businesses...

WhatsApp CRM with Scheduling & Workflows I'm looking to create a WhatsApp CRM that incorporates a variety of features to improve our customer relations and team management. Key Features: - Scheduling Surveys: The system should support date availability checks, scheduling and booking confirmation via WhatsApp to our staff. Their responses should organise them into yes and no groups. This will help us automate repetitive tasks and sharing of information to groups of people. - CRM Management: I am an agent to film ans supply extras for background. This requires searching for certain character features of our staff. For example brown hair, 5"4 female. of male 6'2 blonde. I then send a availability check to work on certain dates and if they agree i send...

...expected to be done using Excel analyses then further descriptive analysis is needed, focusing on summarising the main characteristics of the data and how they prove/disprove each hypothesis. This will involve exploring the responses to the survey questions, identifying patterns, trends, and constructing summary statistics. The key deliverable for this project will be as follows: an Excel spreadsheet with... - raw data in one tab (provided for you in the attached excel document) - cleaned data a separate tab (provided for you attached excel document) - your statistical analyses on other separate tabs a Word doc or PDF with... - insights and findings based on the data clearly written and explained (be sure to include each hypothesis) (hypotheses provided in the attached word d...

I am in immediate need of a proficient UI/UX designer to help out our current fresher designer. We are looking for someone with experience in CRM designs. To meet my demands: 1. **Deep experience and skills in UI/UX Designing** is needed - compound with a creative eye for design, and an understanding of user engagement preferences. 2. **Superb with Figma** - having solid knowledge in Figma will be an added requiredto create visually appealing interfaces. 3. **Problem-solving skills** - a knack for understanding bottlenecks and creating suitable design solutions for UI/UX problems. 4. At least 3 years of design experience required. 5. Fluency in English is required. We need someone that can work about 20 hours per week available at least bewteen 13-18 IST. We need someone that ca...

I need assistance with a small-scale copy and paste data entry task. The data is less than 1,000 rows and is in a spreadsheet format. Ideal Skills and Experience: - Proficiency in spreadsheet software such as Excel or Google Sheets - Attention to detail to ensure accurate data entry - Efficiency in copy and paste tasks to complete the job promptly This is Medium Task for 1 day Max and will be Fixed Price of 800RS. We have to Refer the Raw File and Practice test for the Students and will it in the correct format in the Practice Bulk upload

PLEASE STOP SUBMITTING PLACEHOLDERS AND CONTACT US FORM, READ THE INSTRUCTIONS. IF YOU ARE NOT ABLE TO UNDERSTAND THE REQUIREMENTS, JUST DON'T SUBMIT ANYTHING. Screenshots; Company info, services and playground are few sections of the form - this is the form we need Sample and Sample Form just sample of current contact us for as a reference to the colors and design, should be blue and white...same of the bot configuration form. The form is a single HTML file and should remain like that. You must keep it clean and modern, you can look at our website and the contact us form (see screenshots attached). If you will provide design we like and have the right skills, you will be awarded the project, access will be provided to finalize the design. This form will be used as an iFrame in ...

Odoo expert needed Key responsibilities: - Establishing an effective CRM system that is tailored to my retail business needs. - Implementing a robust POS system that can efficiently manage sales, track performance, and generate reports. - Designing an inventory management system that optimizes stock levels and tracks movement. - Creating a customer management system that facilitates targeted marketing and customer relationship building. The platform for all these systems should be on-premises. Hence, the ideal candidate should be proficient with setting up on-premises solutions. If you have experience in a similar retail setup and can provide references, it would be a plus. Please bid only if you have prior experience in setting up these systems in a retail environment.

...conferences, and trade-shows related to mutual funds, real estate, wealth management, and financial planning that are going to be held in Ahmedabad, Surat, and Vadodara. Key Requirements: - The data must encompass a wide range of events across these financial sectors. - Only events in the cities of Ahmedabad, Surat, and Vadodara should be included. Submission: - The final deliverable should be in a spreadsheet format, making it easy for me to analyze and organize the data. Ideal Freelancer: - Experience in event data collection would be a huge plus. - Familiarity with the financial sector, particularly mutual funds, real estate, wealth management, and financial planning, will be beneficial. - A detail-oriented freelancer who can provide accurate, up-to-date information. - Ple...

More details: What level of customization would you like to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Busine...to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Business Which of the following authentication systems do you want to be implemented in your saas software? Email/password-based Modules that needs to be developed: Website Builder - Websites can be created in 1 click based on the type of the businesses 2. CRM - Where the users can keep a track of all the customers at 1 place. 3. Ai Assistant 4. AI Blog Builder Note: For more details go through the attached doc for full feature and functionality...