Opensource crmemplois

...website. 5. Utilize CMS WordPress for seamless content management and easy updates. **Technical Requirements:** - Design and development of one WordPress Website. - Ensure 100% Mobile Friendliness. - Integrate Multilanguage Plugin such as Google Translate or other suitable translators via WordPress Plugin. - All forms on the page must forward submissions to our Gmail and be stored in the WordPress CRM. - Logo, images, and content will be provided. - Implement essential plugins for SEO ranking and security measures. - Conduct thorough testing of the website for functionality and security before deployment. - Upload the finalized design to the server, ensuring a smooth transition. - Deliver source files and design materials to the client for future reference. **Qualifications:*...

I'm looking to fine-tune my CRM system, specifically in regards to lead tracking and management. This project involves integrating Swipe pages or email content into my Netsuite CRM Leads platform page. The primary goal here is to streamline my CRM workflow. In line with this, I require a way to automatically update each lead with specific input collected through forms. Ideal candidates for this project should have: - Significant experience in integrating third-party platforms into Netsuite CRM. - Functional knowledge of CRM lead tracking and management. - Familiarity with custom form data handling. - Proven ability to streamline and optimize CRM workflows. This project requires attention to detail and a high level of proficiency with ...

Os recursos que um aplicativo de organização de e-mail associado a projetos pode ter podem ser divididos em duas categorias principais: recursos de gerenciamento de projetos e recursos de organização de e-mail. Recursos de gerenciamento de projetos Os recursos de gerenciamento de projetos permitem que os usuários criem e gerenciem projetos, incluindo tarefas, prazos e membros da equipe. Alguns recursos específicos que podem ser incluídos incluem: Criação de projetos: Os usuários devem ser capazes de criar novos projetos com nomes e descrições personalizados. Adição de membros da equipe: Os usuários devem ser capazes de adicionar membros da equipe a projetos, incluindo nomes, endere&cced...

Adva van egy CRM szoftver amiben bizonyos számú "előgyártott" lekérdezés áll rendelkezésre, melyek egy xml file-ban vannak, (lásd csatolmány) Ezen file szerkesztésével lehet további egyéni lekérdezésekkel bővíteni a válsztható sablonokat. Ezen lekérdezések megírásához keresünk SQL-ben jártas szakértőt, aki segítene közösen elkészíteni további sablonokat, pl. Teams-es konzultáció keretein belül. Magyar nyelvű kommunikációt preferálunk az egyszerűség és a félreértések elkerül&eacu...

I'm on the lookout for a seasoned professional who can assist in the enhancement of my Business profile. The aim is to improve the quality of my existing customer reviews which will in return drive my online visibility. - The main goal in mind is ...online visibility. - The main goal in mind is achieving improved review quality. - The core strategy to be undertaken involves encouraging my customers to write more comprehensive and detailed reviews about their experiences with the business. An expert with a strong set of communication skills would be perfect for this project. Experience in customer engagement, online reputation management and Crm tools are a must to drive this project to its desired success. Let's work together in creating an impactful Business presenc...

...pages and i just want those 6 unique pages to be developed. (I will replicate the rest of them) - It also has a basic form which is based on a logic and will give a correct answer depending on what the user selects. (I don't want to pay for a plugin for this form so it should be created wither using a free plugin or by coding. I also want the data collected in the form to be added in my hubspot CRM) - You also need to make sure the website is compatible on different web screen sizes Ideal skills and experience: - Proficient in WordPress development using Oxygen Builder. - Strong understanding of website design and layout. - Experience in implementing custom features and functionalities on WordPress websites. - Attention to detail and ability to follow design guidelines. - G...

...intermediate-level Suite CRM freelancer who is proficient in the WordPress platform or other. Here are the main responsibilities for the project: -CRM Customization: Tailoring Suite CRM to perfectly match our business needs, successfully making the software more user-friendly and effective for our specific use. -CRM Implementation: Ensuring that Suite CRM is accurately embedded into our website built on WordPress or others. It should be seamlessly integrated without disrupting the user-experience on our site. -CRM Training: After customization and implementation, the freelancer needs to conduct a thorough training. This training would help our team to quickly understand and effectively use the newly-implemented Suite CRM system. The i...

...accountability. Your team must develop a system offering real-time tracking. Integration Requirements: * CRM Integration: Must be compatible with a customer relationship management system, facilitating seamless data nerve between the loan software and our existing CRM software. User Roles and Permissions: * Loan Admin Role: The software should include an administrator role with the authority to manage the entire system. * Loan Approval Role: We require a distinct user role allowing specific personnel to approve or reject loan applications. * Borrower Role: The borrower role should allow users to apply for loans, check their loan status, and make repayments. Your team's in-depth knowledge of CRM system integration, loan management software, and building user-...

Estoy buscando un programador experto en PHP y Excel. Tengo un excel y lo que quiero es crear un dashboard personalizado para mostrar esa información y dejar el excel conectado o importar los datos directo del CRM que es IMPORTANTE: HABLAR ESPAÑOL PARA QUE PUEDA VER EL VIDEO Y ENTENDERLO. Habilidades y Experiencia Ideal: - Expertos en PHP y Excel - Experiencia en el desarrollo de soluciones personalizadas - Comprensión sólida de la integración del sistema - Capacidad para generar reportes personalizados y mejoras en la interfaz de usuario - Experiencia con la automatización de tareas y mejora del rendimiento

...Required: - Proficient in email marketing and Linkedin outreach strategies - Strong understanding of B2B lead generation tactics - Excellent written communication skills for crafting personalized emails and Linkedin messages - Experience in using email marketing software and Linkedin tools for outreach - Ability to research and identify potential leads within the target B2B audience - Familiarity with CRM systems for tracking and managing leads - Proven track record of successful lead generation campaigns - Knowledge of best practices for optimizing email deliverability and response rates - Ability to analyze and interpret data to measure the effectiveness of outreach efforts Project Details: We are seeking a skilled professional to assist us in generating leads through email ...

Current Platforms we use • Salesforce Enterprise CRM • Squarespace for both website and video consultations through Acuity scheduler. We understand it has the potential for invoicing and an online member community • Trello for project management • Stripe for clients who want to pay via credit card – we’d want to explore the potential of Stripe instead of our current invoicing platform Quickbooks and Breadwinner Requirements: • Seek a freelance web developer with proven experience in Squarespace, Salesforce, and Stripe integrations. • Require in-depth knowledge of Salesforce CRM functionalities, particularly in lead management and reporting. • Look for familiarity with Stripe and its capabilities in payme...

I am looking for a skilled freelancer who can help me replicate data from our CRM system in Dataverse to Azure SQL in near real time. Here are the specific requirements for the project: Source of the Data: - The data in our Dataverse comes from our CRM system. Data Replication Method: - We prefer to use transactional replication for the data replication process. Data Update Frequency: - We need the data to be updated in Azure SQL in real-time. Required Skills and Experience: - Strong experience with CRM systems and data replication processes. - Proficiency in setting up and configuring transactional replication. - Knowledge of Azure SQL and the ability to seamlessly integrate it with Dataverse. - Experience in working with real-time data updates and ensuring data i...

I'm currently seeking a Hubspot specialist/developer with a focus on CRM setup and systemisation of vital tasks. Your role will encompass the automation of tasks, reports, forecasting, pipeline, and a tier system. It's important that you not just create, but also integrate and optimise these functions within the organization. Key Responsibilities: - CRM Setup - Business Process Automation - Report Generation - Sales Forecasting - Pipeline Management As evidence of your expertise, I'd like to review your past work specifically revolving around Hubspot. A solid background in similar projects is a must. Having the Hubspot Sales Software Certification is highly needed for this role. This certification indicates a deep understanding of HubSpot, which will unden...

Important Note: All communications must be through freelancer.com. Do not contact the client directly or you will not be considered for this job. I'm looking for a professional with great expertise in HTML/CSS coding, email design, zoho emall builder, and Zoho CRM customization ability. The main focus of this project has 2 stages: Stage 1: (We only want a quote for this stage for now) 1. Embedding two forms created in Zoho Forms onto the Website. (read attached PDF for details) 2. Custom Email Template Design: (read attached PDF for details) - You will be expected to implement a custom email template I will provide, using your HTML/CSS coding skills. I will provide the PSDs. There are 2 email templates that will need to be implemented using HTML/CSS coding - Ther...

Busco una persona funcional para odoo16 CE con habilidades en usabilidad, configurar, capacitar, apoyar y, más adelante construir modulo. Módulos Ventas, Finanzas, Inventario y MRP, RH. Deberá trabajar con un desarrollador python interno en migrar/normalizar los datos de otro sistema, catálogo de productos, exportar la contabilidad a otro programa contable, emitir OC, Facturas, dispositivos barcode, conector office365, conector contable, multi región, conectores, buckups.

Busco una persona funcional para odoo16 CE con habilidades en usabilidad, configurar, capacitar, apoyar y, más adelante construir modulo. Módulos Ventas, Finanzas, Inventario y MRP, RH. Deberá trabajar con un desarrollador python interno en migrar/normalizar los datos de otro sistema, catálogo de productos, exportar la contabilidad a otro programa contable, emitir OC, Facturas, dispositivos barcode, conector office365, conector contable, multi región, conectores, buckups.

I use Wix CRM and want to automate my emails and services

...products/services and generate interest. - Building rapport and relationships with potential clients to schedule appointments. - Following up with leads and ensuring a smooth transition to the appointment schedule. - Track the updates in our CRM system - Follow up with the leads until they sign the contract with us for our services. Requirements: - Proven experience in sales, preferably in a similar role. - Strong communication and interpersonal skills. - Ability to work independently and meet targets. - Knowledge of direct selling strategies and techniques. - Familiarity with CRM software is a plus. - Speak Spanish and English fluently. You will have 2,500 contacts to call and send emails for 1 month to find interested users in the services of our company, and you will ...

Zoho Setup Project - Need help setting up Zoho CRM - Have existing data that needs to be imported into Zoho - Require training on how to use Zoho CRM - Ideal skills and experience: - Experience with Zoho CRM setup and configuration - Knowledge of data import into Zoho CRM - Ability to provide training on Zoho CRM usage

Project Title: Zoho Online Store Setup and Configuration Skills and Experience: - Experience with Zoho CRM, Zoho Books, and Zoho Projects - Proficient in setting up and configuring Zoho accounts - Knowledge of online store module in Zoho Project Requirements: - Assistance with setting up a new Zoho account - Configuration of the online store module - Integration with existing systems, if applicable Deliverables: - A fully functional Zoho online store - Properly configured settings and modules - Seamless integration with existing systems, if required Note: The client does not currently have a Zoho account set up, so the freelancer will need to assist with the account creation process. The client also indicated that they may need some assistance in setting up and configuring the o...

As part of our vibrant team at Neo Mark Media, you'll play a pivotal role a...generation and sales automation efforts. Key Responsibilities: * Contact potential small business leads * Deliver sales presentations that engaging and informative * Successfully close sales to meet our company targets Preferred Skills: * Strong communication abilities for clear, concise correspondence with clients * Prior experience in sales, particularly in a remote capacity * Familiarity with CRM software for effective management of leads and clients This role is perfect for those who are proficient in converting potentials into sales, specifically targeting small businesses. A strong grasp of sales principles and customer service ethics is fundamental, ensuring our clients' needs are alwa...

I am looking for a Zoho Developer who specializes in Zoho Inventory and has experience with modifying existing features. The project timeline is more than 2 weeks. Ideal Skills and Experience: - Strong knowledge and experience in Zoho Inventory development - Proficient in modifying existing features in Zoho Inventory - Familiarity with Zoho CRM and Zoho Books is a plus - Ability to meet project deadlines and deliver high-quality work - Excellent problem-solving and communication skills

Agencia de viajes de Valencia, España, busca teleoperador/a de habla hispana, localizado/a en España preferentemente. Conocimientos de geografía de España y turismo. Conocimientos de telemarketing, CRM y Redes Sociales. Trabajo a distancia. Jornada parcial por horas por las tardes. Proporcionamos medios técnicos y formación. Pago por horas, bonus por objetivos.

I am looking for a CRM and Project Management developer to create a custom solution for my existing business. Requirements: - Contact management: I need a system that allows me to organize and manage my contacts efficiently. - User Interface for the updates of the project for clients, team and management - Task tracking: I want to be able to track and manage tasks for myself and my team. Preferred Skills and Experience: - Experience in developing CRM and project management systems. - Strong knowledge of database management. - Proficiency in custom solution development. If you have the skills and experience to develop a custom CRM and project management solution for an existing business, please submit your proposal.

I'm looking for a professional experienced in integrating Freshsales platform with Indian SMS providers, like Bulk SMS India, GUPSHUP, Msg91 and Textlocal, with versatility to consider any other relevant providers. I'...Textlocal, with versatility to consider any other relevant providers. I'm specifically interested in: Setting Up A Customer Journey: - Establish an automated welcome message system - Create personalized SMS campaigns - Develop a customer journey setup Integration Functionalities: - Triggered SMS based on customer actions - Customizable SMS templates The right candidate should have ample experience in CRM integrations, preferably specific experience with Freshsales and a deep understanding of managing SMS campaigns. Familiarity with Indian SMS provid...

Invoice Download from CRM As discussed

Hi We need to set up CRON jobs in the Task Scheduler on the Synology NAS. Specifically for importing, and scheduling sending emails from the vtiger CRM application on the NAS. If you can help please place a bid and contact me.

I am looking for a developer who can connect our SMS provider, Twilio, to our GHL CRM using the API. We already have API documentation from the SMS provider, so the developer will need to use this to set up the integration. Our GHL CRM is already set up to integrate with APIs, so no additional setup is required. This should be done in two different GHL Subaccounts. Skills and Experience: - Experience working with Twilio API - Familiarity with GHL CRM and its API integration - Strong understanding of API documentation and ability to implement it into the CRM system

I am looking for a developer to design a robust and efficient web-based point of sale system. This POS system should have specific...must be integrated with: - A Payment Gateway: I need the POS to facilitate secure online payments. - Barcode Scanner: Seamless integration with Barcodes for product identification and pricing is essential. - CRM: Finally, a CRM integration for efficient management and engagement with customers will be a plus. The ideal freelancer for this project should have a strong background in web-based application development, a proven track record in creating Point of Sale Systems, and a thorough understanding of the integrations mentioned above. Prior experience with inventory management, CRM, sales reporting tools and payment gateway integration...

I am looking for a freelancer who can configure Dynamics 365 CRM to restrict the view of accounts and opportunities based on user roles. I do not require any custom fields or entities in the CRM. The only requirement for this project is to restrict the view, and no additional features or functionalities are needed. Ideal skills and experience: - Experience with Dynamics 365 CRM configuration - Knowledge of user roles and permissions - Understanding of data restrictions and access control

Buenas tardes. Requiero controlar dos aspectos de la empresa, el primero el cont...cobrar son facturación. Fechas de pago y estados de el mismo. Referente a la parte comercial es tener control sobre las propuestas de mis representados, que se vuelven mis productos con un precio de venta, tengo cuatro tipos de productos por llamarlo así. Tengo clientes y prospectos. Debo que hacerle control o una hoja de vida a cada cliente o prospecto para poder dar un seguimiento. A la larga un crm para controlar las cotizaciones enviadas. Y si es posible hacer las cotizaciones. Dos tipos de cotizaciones una sencilla descripción del producto, del producto, unidad, precio. La otra es una cotización más larga pero estándar. No es nada complejo el manejo, la i...

I'm looking for an experienced professional who can integrate our current CRM system, Zoho, with our ERP system, Syspro. Our main objective is to streamline our Sales Order management by seamlessly synchronizing data between the two systems. - Tasks to be completed include: - Mapping and synchronizing customer data fields between Zoho and Syspro - Developing a strategy for real-time or scheduled data synchronization - Configuring the systems to allow seamless Sales Order management across both

I'm seeking a seasoned professional skilled in email and web form outreach strategies. Your assignment focuses primarily on utilizing these skills to drive customer acquisition for the company. Your Responsibilities: -Use the provided lead list to reach out to customers via web, contact form and email using a provided script -Maintai...and serve as liaison between leads and sales -Generate leads using provided software and reach out to leads Ideal Skills and Experience: * Expertise in email campaign planning and execution * Proven track record in driving customer acquisition * Experience working with corporate business clients * Solid knowledge of best practices in email marketing. Nice to have: *Sales experience *Email CRM Knowledge *Able to learn new software and pr...

I'm seeking a proficient developer well-acquainted with both ORO CRM and Salesforce. There's a focus on integrating these two systems to our existing website platform. The primary functionality required is: - Customer Data Synchronization: It is essential for the selected freelancer to perfectly synchronize specific customer data fields. These fields include: - Contact Details - Purchase History - Interaction/Customer Service History Ideally, the applicant should have prior demonstrated experience in integrations between ORO CRM and Salesforce, specifically including these very features. A deep understanding of CRM software and customer data management is requisite. This project's successful outcome will hinge upon seamless data synchronization ...

I am looking for a freel...project: Preferred Theme or Design: I have certain specifications and theme ideas, but I am open to suggestions from the freelancer. Color Scheme: I have a specific color scheme in mind for the website design. Functionality: I require API integrations with my CRM (Customer Relationship Management) system and the implementation of certain widgets on the website. Skills and Experience: - Strong proficiency in Wordpress development - Knowledge of theme customization and design - Experience with API integrations - Familiarity with CRM systems - Ability to implement and customize widgets - Attention to detail for accurately implementing the specific color scheme If you have the necessary skills and experience, please submit your proposal ...

need a system for whatsapp CRM automation. sample: my courier have 5 stops till the customer, after the 4. stop till my customer i will send automated message to my customer that the courier is 3 stops away. Do you have a software/tool for me? I have 10-20 courier drivers, 4-500 customers. The courier have to confirm every customer, if he is done there. What i need for it? The customer should become a whats app text: Hello Name, your Courier is 3 Stops away from you. Show me your similar CRM example in your BID, if you have one. Please have a Eye on my Budet here, if you need mor, don't bid! Start your Bid with HOLA if you have read this!

Create a custom script to change stages

...Zoho CRM who can assist me in creating a user-friendly and easy to navigate digital canvas for my CRM system. My main use for the CRM is for contact management, lead generation, and sales pipeline tracking. Thus, the canvas should prioritize these features. Here's what I need: * Create a digital canvas that aligns with a straightforward and easy to use interface, enhancing efficient business operations. * Design experience with Zoho CRM is a must, understanding how to best visualize contact management, lead generation, and sales pipeline tracking features. * Ability to craft a design that's neat and functional, rather than focusing on abstract or artistic elements. Ideal skills/Experience: - Proficient in Zoho CRM - Strong digital des...

I am seeking...inquiries or concerns - Providing product information and resolving customer issues promptly - Documenting customer interactions and maintaining accurate records - Collaborating with the team to improve customer service processes Skills and Experience: - Previous experience in customer service or call center roles - Proficiency in English language and excellent communication skills - Familiarity with CRM systems and customer service software - Ability to multitask and prioritize tasks effectively - Strong attention to detail and problem-solving abilities If you are a customer-oriented individual with excellent communication skills and the ability to work flexible hours, we would love to hear from you. Please provide your relevant experience and availability for this...

Necesito migración de CRM Dolibarr, de un dominio a otro

In this project, you'll customise my Asterisk/FreePBX Laravel Panel to encompass a CRM module, following a corporate and professional design. Key features I'm looking for: - Call Recording - Call Forwarding - Interactive Voice Response (IVR) - Call recording The CRM module should: - Sync contacts and call history - Track sales leads and opportunities - Generate reports and analytics for user-friendly insights The ideal candidate for this project should have demonstrable experience in FreePBX, Laravel, and CRM integrations. An appreciation for corporate and professional design aesthetics will be a significant advantage. Your expertise will ensure fluid functionality and seamless integration, thereby optimizing our business operations. Project will be pa...

Estamos buscando el desarrollo de una pagina web que tenga integracion con el CRM One Harsh y que sea una pagina similar a la siguiente: Necesitamos tiempo de desarrollo y precio.

Change History: Date: 2024-01-10 Version: 2.0 Author: William Mussi Description: Billet, Pix and Billet + Pix 1.0 Gerencia Net Tasks: 1- Update Module to the Latest Version of CRM: 1.1- Update the module to the latest CRM version. 1.2- Check and adjust compatibility with other CRM features. 1.3- Test the updated module to ensure proper functionality. 1.4- GitHub Commit: git commit -m "Update Module to the Latest CRM Version" 2- Update SDK to Version 5.0 of EFI PAY: 2.1- Integrate version 5.0 of EFI PAY SDK into the module. 2.2- Adjust API calls according to updated documentation. 2.3- Conduct integration tests to ensure compatibility. 2.4- GitHub Commit: git commit -m "Update SDK to Version 5.0 of EFI PAY" 3- Fix 500 Error in Payment ...

DO NOT APPLY FOR THIS ROLE UNLESS YOU ARE 100% SURE YOU WANT A FULL TIME JOB WITH US , WE DO NOT WANT TO WASTE TIME. Our company is working with CEOs and Entrepreneurs in helping them to connect with investors around the world. This role is diverse it will be working with the CEO of the company and supporting him on this tasks that include Executive Assistant roles . Assi...-Detailed and time efficient planning of investor meetings -Email support and follow up routine, after investor calls -Daily reporting on status of investor outreach -Research work on the VC space to identify latest trends Skills required: -Excellence in working with Google Sheets and MS Excel -Adaptability to using operational tools like - but not limited to- Zapier, Reply.io. Prior experience with CRM tools ...

...meet the need. However, what I do need is additional services for web and design - specifically CRM that will include estimating, invoicing, payment acceptance, scheduling, auto texting prior to arrival, before and after pictures and videos, after-sales reviews and reminders, content creator and auto-update on social media once jobs are completed, a loyalty program for returning customers, a chatbot to answer a query in real-time, FAQ page newsletter signup and search engine optimization, I'm looking for an experienced freelancer to create a professional website that will capture my business's style and help me garner more customers. The freelancer should have experience in website design, CRM development, content creation, social media marketing, search engine ...

...SaaS. This ground-breaking SaaS platform will be primarily geared towards enhancing customer service standards. It should: - Incorporate multichannel integration to connect across various platforms. - Utilize Natural Language Processing (NLP) for an even more effective, intuitive communication. - Integrate sentiment analysis to uncover real-time insights from customer interactions. - Feature a CRM for managing customer interactions and data. - Deliver real-time analytics to support data-driven decision making. One of the critical features expected from this platform is real-time assistance to customers. The platform should not only aid in resolving customers' queries round-the-clock but also preempt the need for assistance and act accordingly. Ideal applicants for this p...

I am looking for a freelancer to help with the management and set up of HubSpot. The specific tasks that I need assistance with include setting up email marketing campaigns, creating landing pages and forms, and managing contact lists as well as the CRM sales funnel. For this project, I am looking for someone who has experience and expertise in HubSpot management and set up. The ideal freelancer should have the following skills and experience: - Proficiency in setting up email marketing campaigns in HubSpot - Experience in creating effective HubSpot data files and categories - Knowledge of managing contact lists and segmentation in HubSpot - Data uploading I am looking for a one-time setup of HubSpot, rather than ongoing management. I already have existing content for the email m...

I am looking for a freelancer who can assist me with a data entry task. The task involves transferring both contact and company information from Linkedin to a CRM system. Requirements: - Experience in data entry and familiarity with CRM systems - Attention to detail and accuracy in entering information - Ability to handle a large volume of data (more than 500 Linkedin profiles) - Proficient in organizing and categorizing data - Excellent time management skills to meet the deadline of 1-2 weeks If you have a linkedin account and the necessary skills and experience, please submit your proposal.

I'm in need of a developer to create a comprehensive school scheduling system for administrators, teachers, students, and parents. This project requires the design of a web-based platform, as well as corresponding iOS and Android Apps. The key functionalities of this system include: - Managing Class Schedules: The system should be able to facilitate the schedu...be replaced. If "Student B" subscribes for a shorter period then the amount of "replacement" lessons that they are entitled to differs. This is a must have for this system. Further we would also need an API integration to some translation service as Google/DeepL/etc so the website/app can be showed in several languages. We should also be able to sync customer data to/from Hubspot or another CMS/CRM...

CRM Project Description: - I am looking for a skilled freelancer to develop a CRM system with a focus on customer support. - The preferred platform for the CRM system is Salesforce. - The CRM system will be used by more than 50 users. - The main goal of the project is to improve customer support efficiency and effectiveness. - Key features required in the CRM system include: - Ticketing system for tracking and managing customer support requests. - Knowledge base for storing and accessing support documentation. - Integration with communication channels such as email and live chat. - Customer feedback and satisfaction tracking. - Reporting and analytics capabilities to measure support team performance and customer satisfaction. - The ideal f...