CRM Jobs

In search of a virtual assistant with a great understanding of American English and American Culture. This VA must have in-depth knowledge and experience setting up ActiveCampaign CRM, Automations, Email Design, Landing Pages, and Forms. We will be looking for insight into best practices in our setup. Attached is automation ideas and thoughts in regards to ActiveCampaign. Give some specific feedback on our attachment to let us know you have looked at the attachment and understand what we are asking. Our website is 100% Dad where the landing pages and forms will be located.

We need an automated software to properly produce inventory, manufacturing, estimates, and invoicing for custom made blinds, drapes and upholstery. I can provide website references to give better clarity. Basically a QuickBooks with added features on the actual custom manufacturing/measurements aspects behind window treatments & upholstery

Hi, i am looking for zoho CRM implementation and Customisation experience.

Assistenza Clienti Whatsapp(CRM LeadSales): REQUISITI: 1)Collaborazione di un minimo di 6 mesi 2)Avere un computer con buone prestazioni, requisito fondamentale senza il quale non ha senso intraprendere alcuna collaborazione ORARI: LUNEDI-SABATO(9-12,30|13,30-16) L’orario di pausa pranzo è variabile, però dalla durata massima di 1 ora IN COSA CONSISTE PRECISAMENTE: Il lavoro non richiede alcuna skill specifica, si tratta, in sintesi, di gestire i clienti di whatsapp tramite un crm(LeadSales). Il 90% del tempo è occupato dal rispondere a clienti che vogliono ordinare e aiutarli a completare l’ordine, provare a vendergli altro e dal sollecitare nel caso si dimenticassero di rispondere a determinate domande volte sempre a concludere l’or...

Through Salesforce we have developed an online claims administration allows claimants to upload their claims and documents online. We need part time assistance with maintenance of the platform as well as implementing Salesforce upgrades on an "as and when "basis. We have been offered a service maintenance contract through our Implementation partner ,but we do ot require a full time resource and this is way too expensive.

for more information reach [Removed by Freelancer.com]

I need someone who is an expert in handling Zoho CRM, knows the way around and can help me in creating the blueprint for my client. Pls, mention your ZOHO experience and your hourly pricing. Freelancers are preferred over agency

I need assistance with getting invited meetings to show in Zoho One CRM Canvas for a custom module I created called "IP". I have been able to link invited meetings to my Leads and Contacts modules. From my reading online, it seems that Zoho bookings can integrate with Leads and Contacts but is there a way to show specific bookings in a custom module? We have a template that contains a link to the Zoho CRM calendar. The link works and a meeting can be scheduled. But I would like this appointment to show in that customer's record which is stored under a custom module called IP.

Hello I need a Business CRM with multiple users in order to process and upload documents and send emails etc. I have an example you can copy

Lead form Integration from Website to Zoho CRM using Zoho API

We are looking for Salesforce B2B commerce Architect for 2 hours freelancing support per day

Необходимо реализовать передачу данных полей из CRM системы в ЛК (на базе 1С, коробка на сервере). Интеграция будет проходить по API. Перечень полей: Штрихкод Внешний номер Тип Регион Количество мест в заказе ФИО Телефон Контактное лицо Планируемая дата доставки Время доставки от Время доставки до Интервал сдачи заказа Адрес доставки Комментарий Наименование товара Артикул Штрихкод Цена Нал. платеж Количество Вес, кг Температурный режим Товар из базы

Looking hubspot CRM implementation Expert for B2C Company

I am in the process of creating an RFP for a complete replacement of our end to end software and hardware. The old system is Navision 5.0 which currently manages our rental and service business. - Rental Contract Management - Scheduled Water Delivery and Servicing - Reactive Orders (Faults, instllations, pickups) - CRM Looking for someone who can take base documents and put them into a cohesive and consistent format to clearly articulate business process and accurately identify needs and requirements.

I want to add some reports to the Frontaccouinting ERP application

require a crm that allows me to see client orders they upload. will require an admin login and a client login. it needs to be simple as all i require for them is to upload their order along side files and on our side we are able to see it.

i am looking for a intelligent person that can create a podio crm system for my real estate investing business, must have experience with globiflow etc

We need Custom CRM software for Loan and Credit Card DSA business where unlimited users are required there will be multiple user categories like brokers, partners, sales, telecallers, and admins. The CRM will be used to create leads for loans and credit card products by the users. And the admins or the backend team will view the data to process through our partner bank's portals. Here is our current CRM - We will give you access to the same to understand the features. Our budget is Rs.3k to Rs.5k

Need a custom end - to - end SFDC and CRM projects SF tools ( process builder, workflows, flows, data loader, import wizard, triggers) Apex classes, visual force, apex controllers, Triggers, Batch, SFDC Integration Lightning Framework Sales Cloud (Leads, Accounts, Contacts, Opportunities) Security model, including the sharing model, object security, profiles, and permission set

Bei einem unserer Kunden werden gerade die Prozesse in der Verwaltung, in der Auftragsabwicklung und um Vertrieb mittels Sharepoint und O365, sowie unter Einsatz von Dyn365 CRM Sales and Field Services digitalisiert und optimiert. Benötigt werden Freelancer mit Share-Point Erfahrung zwecks Einrichtung, Modellierung, Verwaltung und Schulungen mit Schwerpunkt Sharepoint und O365. Großraum Osnabrück und Bremen. Sehr hoher Remoteanteil.

Hello I am technical, but am running into an issue with Salesforce.com. I cannnot access the "manage households" page. I need guidance only, no hands-on. Any help you can offer I'd be grateful for. Rich

to add feature and configure zendesk deadline: 20- 24 HOURS

We want to track the detailed activity on our Gsuite emails, I want someone to help us a) Identify the right gsuite features / external product to do it b) Also get the same implemented Regards Pulkit

Need several workflows and processes created within Salesforce. Currently have about 5 projects within Salesforce and then many more after those are complete.

hello did you ever creat a CRM or phone system ?

I am looking for a CRM & Project management system that we can use for our digital marketing agency. If anyone has any ideas of systems we can use, please mention in bid. Thanks

We at ASAP Credit Repair have an exciting opportunity for a full-time Customer Support Agent who is passionate about customers, and helping others improve their lives by guiding them through the credit repair process with integrity, discipline, and consideration for each client’s individual case. Job Expectations: Be able to make at least 300+ phone calls per day. Have a positive attitude Excellent script retention Maintain a professional and positive attitude in a fast-paced environment Remain in a stationary position 95% of the time Constantly operate a computer and phone Sales experience is a plus! Bilingual in English and Spanish Required skills: Careful attention to detail when multitasking and listening Excellent communication, written and verbal Ability to follow direction...

TEXT US "PURPLE LIZARD 324" WHEN YOU SEND YOUR APPLICATION. If you don't do this we will not consider you We are hiring for a part-time virtual assistant to manage one of our client’s Go High Level (GHL) CRM account and with prospecting for new leads. Client is an Online Financial Education Institute Required Skillsets: - Must speak English clearly - Must write English clearly - Must have access to internet consistently - Must be familiar with Prospecting on Social Media and Email - Must be able to speak clear English on the phone for cold calls - Proficient with the ins and outs of Go High Level CRM - Proficient with GHL Workflow Automations - Proficient with GHL Email Marketing - Proficient with Email Marketing in General - Proficient with creating GHL Funnels - E...

I'm working on a CRM software which is half done with the help of another developer. It is targeted at small businesses.

Hello, I need help with my Zoho Chart of acounts. Remove the inactive accounts in the chart. Transfer/backup all past transactions to current active account. Number correctly the chart of account. Removed certain accounts.

I"m looking to have a CRM built, and education on how to use the CRM to better our real estate business. Goals of this CRM will be to: track property owners, create mailers, automated phone calls, texts, and an automated plan of communication touch points. I'd like this CRM to plug into Google apps/drive, and either have, or plug into something like Slydial (this is an auto voicemail company). We don't necessarily need this freelancer to build and do all of the data input, but build it, ensure it works then teach us how to use it to its fullest ability. Here are a few CRMs we are thinking through: Podio, Simply, Open Letter Marketing, and Zoho. We have a list of 2,000+ homeowners, that we'd like to purchase their homes directly from them, that is the purpose of th...

Need to develop LWC component and deploy it in phases.

I am the CEO of a non-profit organization and I'm needing someone to learn the Bloomerange CRM Donor database and to follow up and nurture my donors on a weekly and monthly basis. Follow up by newsletters, phone calls, reports on how we spent their donations, send birthday cards, etc. This process is to make our donors know we appreciate their partnering with us to accomplish our mission. Please view the video to see what we do and how important following up with our donors is to our organization.

LWC /LC work. Weekly 10 hours Max. Payment will me made in INR.

I need help identifying, setting up and inputting customer data into a CRM System, and allows basic business contracts to be e-signed. I need a system that can log emails and phone conversations at a low cost per month.

EarnNBurn CRM solutions (hereby referred as ENB) is looking for Marketing and Sales representatives who can assist in sales and marketing of their suite of CRM applications. The list of CRM Applications include - Loyalty Management System - Billing or Point of Sale System - E-commerce website hosting platform Please be mindful that it will be B2B sales and marketing and potential sales target would be businesses who could benefit from the above list of CRM applications. Businesses use ENB provided platforms on monthly. quarterly or yearly subscription basis, and hence the payment or monetary reward will be awarded based on number of licenses for each application sold to potential businesses. The sales member can earn no less than 10% on the yearly subscription charged by ENB to the veri...

** Freelancer must be located in US/CA/AU/UK or a developed country in EU. If you are located in India, Bangladesh or the Philippines please do not reply. * Experience working with Konnektive's API is required. Here is a link to their API doc: Job description: I am looking for someone with experience working with the CRM Konnektive. The task is installing their billing and member management API on my site:

Need SalesForce expert for 7 hours Timings :7:30 PM to 2:30 AM more details will be discussed on chat

Unsere Kunden jeden Tag aufs Neue glücklich zu machen ist unser Antrieb! Deswegen arbeitet das Springlane Customer Happiness Team, bestehend aus über 30 Agenten täglich daran, alle Kundenwünsche zu erfüllen. Bereits seit über zwei Jahren arbeiten wir mit Freshworks (Freshdesk) und können so bereits jetzt einen hohen Leistungsstandard garantieren, dennoch möchten wir uns ständig verbessern! Wir suchen einen qualifizierten, motivierten und erfahrenen Freshworks Consultant / Freshdesk Consultant (m/w/d), der zusammen mit uns, unsere Prozesse und Arbeitsweise analysiert. Ziel der Beratung ist die Optimierung und somit optimale, effiziente und vollumfängliche Nutzung der Software. Wir möchten prüfen, ob wir die Möglichkeite...

We are looking for senior-level developers for ongoing projects: - Salesforce Sales Cloud (lightening, APEX code, Visual Force page, etc) - Backend - (AWS, HTML, Javascript) The applicant must be available 30-40 hours a week. Salesforce freelancers with certifications & CPQ experience will be preferred. Target per hour rate: INR 500-700/-

I need CRM software like Zoho. Need to manage leads, follow-ups, deals, closures etc. Please send me your portfolio link and I will share flow diagram to right candidate.

We want to populate fields with the data from existing fields within the form. we need a Zoho CRM expert for that.

Insurance agency looking to build CRM that can also push applications to various insurance carriers and the marketplace. It also needs to have capability to add a dialer