CRM Jobs

We have contact database with us, with many other details. When we create a lead or create a contact, we need a find button with reference on page and which will pull the data from our API and populate it into the forms. We need some visualisation of the data as well there. The output would be like an integration plugin, which we can later sell on Zoho as plugin. Not sure about the technol...

I need assistance to include the attached excel calculation into our salesforce project view. I imagine this would require three steps: 1) Creating fields for the 11 categories and associated pick lists 2) Have a corresponding field that will output a number/value depending on the field picklist chosen 3) A calculation filed that adding the sums from (2) above 4) A field displaying a risk rating ...

Hi I am a salesperson looking for crm to automate my work, I mainly wants the crm to be mobile friendly, cheap , can set tasks , forecast , pipeline , able to categorize contact and each category will have different strategy , reminders

I am looking for an expert in designing, configuring and setting-up a CRM. We have a very clear brief - but the existing CRM we are using (within wordpress) is not sufficient. We will need you to take the logic we have and apply it to a new CRM so that we get the desired outcome. Budget up-to £500 for the right candidate who can demonstrate exceptional skills and understanding. Please demo...

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This project intends to create Finance solution on any technology similar to .net , SQL or Oracle. We need the solution where files can be uploaded in any format supported by Microsoft. (PDF,Excel,word,tiff or others) or can be linked with web based app or ERP. Once uploaded or linked with ERP - solution must tally the source data and upload/sync data to correct the exceptions if any. Mo...

Hello there, we have 5 different shopify accounts: 1 online store (using Shopify Online Store) and 4 retail stores (using Shopify POS). Right now the stores are not connected between each other, and we would need an app to connect and gather the datas from the different accounts. We would need to be able to do inventory transfers from one store to another, or to be able to see the sales for all st...

We are interested in building a photo editing app that is similar to perfect365/- instabeauty. Are you up for the challenge? We do not have any UI or Wireframe to assist or any sdk to provide so will you be able to craft a custom UI that is as visually appealing as perfect365 and also add the AR functionality for the beauty specific features

We have a lead generation tool that we need to manually input leads into Zoho CRM. We want to automate this using a Webhook from the lead generation tool into Zoho CRM. Here is a sample of how the webhook looks: [увійдіть, щоб побачити URL] We would need to import the following details: Customer Information Name Email Phone Delivery Address Delivery City Delivery Zip Building Information All...

i need to add data through vtiger web service vtiger 7.1

Hi, I am aftersome who know salesforce and clickmobile. When a job goes into my Clickmobile I want to be accepted straight way

Hello I need data loaded from [увійдіть, щоб побачити URL] to an excel spreadsheet for 25-35 accounts. 30 contacts per account. I need the data loaded into SalesHub for personal CRM system. I need database person that is good at excel. Thanks

I need to export 100% of Zoho CRM Leads & Deals to a Google Sheet every hour, overwriting the previous data each time. We are then using this data to make reports in Google Data Studio. We completed this with Leads doing the following below: Synced data from Zoho Leads to Google sheet using a specified date range (Feb 2019 - today). For syncing we used Zoho reports rest API to fetch the data. ...

Hi there, Peacock Bros. is a leader in the supply chain industry. We sell labels, label printers, enterprise mobility devices and services across ANZ. We have 5 divisions in total within our business. We are looking at upgrading our current Microsoft Nav ERP to its latest version. We are currenty on Version 7. We are also looking at implementing Dynamics add on CRM module (Business Central)....

We are distributing a CRM software that's been created as a fork of the VTiger CRM. We are looking for VTiger experts willing to help us implement new functions in this fork and/or customise existing features. Our CRM is based on vTiger, with the addition of a few other open source modules such as a BPMN module. This can be a long term assignment and viewed as a cooperation based on several s...

A Zoho expert is needed to do some housekeeping tasks for our CRM 1) DeDuplicate Data 2) Add Data from 10 Excel Sheets 3) Create 5 Pipelines and 5 Workflows after discussing what our requirements are

Hi there, Can you please provide a ballpark estimate of how many hours it will take you the following: Need a vtiger customization from a vanilla installation Reqs: - Customize logo and some basic colors to reflect branding. -Need to import existing contacts - provided with csv -Need a Leads Table with all leads indicating state (5 custom states) -Leads Table to include (Contact, Name of Con...

I need you to develop some software for me. I would like this software to be developed for Windows.

I need someone who has experience cold calling/texting potential property sellers. We want someone with experience reaching out to these sellers, screening leads to filter out motivated sellers from non-motivated sellers, obtain information why the seller wants to sell, obtain property information, and schedule appointments with our acquisition manager. The CRM and call center software will auto...

PROJECT 1 Make a web portal/ software which can be access from managers and staff to add details 1- Customer number, email and details of queries for example flight, holiday or other service Above details should show the date it was added and which user has added up also every user can see this 2- Invoice system which we can forward to client through email or if its difficult than there should ...

NXT Sports a leader in youth lacrosse based out of Philadelphia with Boys and Girls club teams, as well hosting premier lacrosse events nationwide. NXT Sports is looking for a Temporary CRM Data Coordinator. This position will Assist in the cleaning and migration of data to our new CRM. This position can be done either in the office or done remotely. The successful candidate will have the follow...

need a zoho CRM and zoho campaign expert to implement few automations implement campaign workflow that can auto tagged based on lead status, implement few email sequences, auto chat bot answer from knowledge base, avoid lead duplications, better deal view you must have done automation in zoho CRM before

We need an API from a content management system integrated with Salesforce Marketing Cloud. We need this doing quite urgently.

Looking for a freelancer who can build me an ERP for billing and customer debt record so that our executive can collect money from customers through their phone.

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The title really says it all. How do I do both of these migrations?

We are looking for someone who can implement the code to integrate our salesforce account with the website so that leads will funnel through to salesforce. Currently all register form leads go to gmail account and are manually entered into salesforce.

Need a freelance Salesforce Developer and an admin who can do on demand work on our Salesforce org. We are a nonprofit and use Salesforce. PLEASE ONLY REPLY IF YOU ARE A SFDC CERTIFIED DEVELOPER , Dont send any copy paste replies Need someone who can - Develop Custom Flows - Write apex triggers - Create specified profiles The work is going to be on going so we need someone who is a good develo...

looking for a web based CRM expert

As suggested I want to use for our company and we want to sale to others as well so you maybe able to see as one organisation but of course you need to develop at backend to add other organisation so they will have their own CRM on our website I am looking for a CRM System, below are the requirements [увійдіть, щоб побачити URL] I am looking for audit mode as well so we can see what user has don...

Hi, I have my own website '[увійдіть, щоб побачити URL]' I'm looking to hook post data chat system with customer name, email, phone, number and messages to crm.

Integracion entre Salesforce y SQL Server Database mediante uso De SSIS packages

We want the close deals in Agile CRM to convert automatically into projects inside Harvest with the project budget, the compagny information and the details related to the client

The project will be done in 3 phases. Very basic project. [Removed by Freelancer.com Admin]

We're looking for CRM freelancer to join on a short term basis (2-3 days per week), for a few months. Some office based work but largely remote working. Key tasks: - Manage existing CRM automations (SMS & email) - Set up and send ad-hoc emails and SMS - Set up new automation flows and email - Knowledge of Simon data & Sendgrid - French advantageous but not essential

We are looking for professional who can help us with Dynamic NAV migration to Business Central. Will share further details via chat. Note* we need developer for business central who can work from Indore. We will provide accommodation and food .

APEX ([увійдіть, щоб побачити URL]) EDIT CUSTOMISE Project Overview NOTE: please read spec. BIDS WITH ONLY RELEVANT EXPERIENCE IN CUSTOM WP ELEMENTOR Premium press will be considered. provide outline of proposal and also you have off the shelf solution. Objective: To edit WP premiumpress site with custom widgets and or template for initial proof of concept demonstration for aviation and trainer...

who have a demo on ERP? can apply Attendance Management Contract Management Export Management Financial Management Fixed Assets Management HR Management Import Management Maintenance Management Marketing Management Material Management Payroll Management Printing Management Production Management Purchase Management QC Management Sales Management Services Management Vehicle Management MIS & DS...

Wanted to develop cloud based CRM. - Must be able to design Front End, Back End, Cloud connectivity and Hosting. Feel free to bid if you are expert building CRM. Will share more information to shortlisted candidates.

Pay Rate: During training (first 3 months) $2aud/h 1st month $3aud/h 2nd month $4aud/h 3rd month Further raises based on performance About us Steelorama International Pty Ltd is a small but growing company. It has been operating for 14 years and comprises three businesses at present. Business 1 is Simple Weddings ([увійдіть, щоб побачити URL]). We conduct legal weddings in Australia, much like a...

Client has instance of Salesforce and Pardot for B2B marketing. Need help to optimise configuration, fully use the capability of the system and start driving results. This is quite a common problem for our clients and we often have work like this, so if this goes well there may be other similar projects. Sydney based, experienced in marketing cloud, salesforce and pardot. Pay will be based on...

I need to update Infusionsoft campaigns. Implement email content, triggers and timers. Looking for someone who HAS WORKED WITH INFUSIONSOFT, IF YOU HAVE NOT - DO NOT REPLY. This is ongoing work, so please tell me your best hourly rate.