Zoho crm help deskemplois

Integrar el boton de WhatsApp a CRM Zoho

I have a pressing project involving my Wordpress Fluent Forms and my CRM, which happens to be Vin Solutions. I need to send leads from these fluent forms in the ADF format directly to my CRM, but I'm having trouble making this I need someone who can do this work now and who has experience posting XML ADF format leads into a CRM

offers form building and CRM with no code. When we discuss, you would indicate what the possibilities are, and I would provide you with a basic flow. You indicate the estimated time to put ittogether. Needed within Formaloo logic: - Advanced logic question flow - Scheduling a meeting right in the platform using Calendly or similar. - Pipeline - Email automatically sent - Chatbot?

I'm looking for a Laravel expert to customize and enhance my CRM project. Changes section 1. Project milestone 2. Task management 3. Employee Points 4. Checklist of a task Check the project links:

...a channel for post-purchase inquiries and support. Required Skills: - Proficiency in ManyChat platform with a strong portfolio of previous work. - Experience in integrating e-commerce functionalities within chatbots. - Excellent copywriting skills that match our compassionate and respectful tone. - Knowledge of lead capture and nurturing strategies within chatbots. - Ability to integrate with CRM systems for seamless information flow. Communication & Work Style: - We value clear, timely, and respectful communication. Regular updates and openness to feedback are essential. - Independent work ethic with a commitment to deadlines, paired with the ability to collaborate with our team for inputs and clarifications. - We prefer an agile approach, with milestones for key phases ...

I am in need of a professional developer to create a web-based help desk ticketing system. The system is expected to accommodate both internal employees and our esteemed customers. Key Features: - Automated ticket distribution: The system should automatically distribute tickets to the available agents based on certain predefined rules to enable quick response and resolution of user queries. - Bug Bounty Platform: Your role will also involve integrating a bug bounty platform to detect and reward anyone who finds and reports bugs in our system. Ideal Skills: - Competence in web development - Proficient in bug bounty platform integration - Expertise in automated helpdesk ticketing system If you are an experienced developer in these areas, your skills will be highly valued....

I am looking for a well-rounded CRM solution for my small tour company. The software should be designed to manage customer contacts, bookings, and provide sales analytics. - **Customer Contact Management**: At present, our contact information is stored in Excel spreadsheets and in paper files. The CRM should provide an easy way to transition this data and manage it efficiently. Experience with contact database management is crucial. - **Booking Management**: Our bookings are currently managed via spreadsheets. The CRM should allow for an effective booking management system. Prior experience with integrating booking modules would be advantageous. - **Sales Analytics**: Accurate sales analytics is a key part of what I expect from the CRM. Freelancers who cou...

I am in need of proficient assistance to integrate Zendesk CRM with my existing systems, specifically through API and email. Your main tasks will encompass: - Setting up the default features of Zendesk CRM in absence of specific feature preferences. - Performing API integration for seamless interoperability with our current systems. - Establishing an effective email integration to enhance communication efficiency between the CRM and our other systems. Please note that ideal candidates will have: - Proficiency in Zendesk CRM - Capability in API and email integration - Strong problem-solving skills Furthermore, while not mandatory in this application, showcasing your past work and experience, as well as presenting a detailed project proposal, will be advantageo...

I'm looking to create an engaging Instagram carousel ad specifically designed to generate leads for my CRM software: The ad should highlight the value that it brings to business owners and Insurance Agents. Key requirements: - Excellent command of Instagram Ad guidelines - Experience in creating CRM-focused adverts - Outstanding graphic design skills - Ability to create compelling content that resonates with Business owners and Insurance Agents. I have attached a Word document with the text for the first carousel in the ad There will be four more cards in the carousel ad, and the winner of the contest will be expected to deliver the other four cards too. I will expect a Canva link so that we have access to the file after the handover. Thank you!

I'm looking for a talented animator with expertis...of this project is to create a series of animations that clearly explain the key functionalities of a CRM (Customer Relationship Management) system to the general public. Key Features to Highlight in Animations: - Tracking and managing customer information - Contact management and segmentation - Pipeline and opportunity management Your animations should be simple enough for anyone to understand, even with no prior knowledge of CRM systems, yet detailed enough to thoroughly explain the key functionalities. Skills and Experience: - Proven experience creating dynamic 2D cartoon-style animations - Ability to communicate complex information in a simple, engaging manner - Familiarity with CRM systems would be adva...

...my business. - Data Collection – The website should be able to capture core contact data, importantly, the client's Email, Name, Contact number, and Address. - Location-based Lead Distribution – Once the leads are captured, they must be distributed to businesses within the client's area, so an integration with a mapping or geographical information system is needed. Ideal Skills: - Expertise in CRM system integration - Proficiency in data management (database handling, data capturing) - Previous experience in creating lead-generation websites. In brief, the resulting website should be an intuitive, high-performing platform that will collect and distribute leads efficiently....

I have found a website that I am into a similar business to them. All I require is a website to be made for me that will show similar qualities but with different wording .

Buscamos un especialista en Kommo CRM para automatizar el embudo de marketing de una empresa de venta de software bajo la modalidad SaaS. Configuración avanzada de Kommo CRM (obligatorio experiencia en este CRM en específico) hispanohablante. Nota: Es obligatorio tener experiencia en Kommo CRM y en los siguientes procesos: - Conexión con formularios de Facebook Ads. - Automatización de campañas de WhatsApp. - Creación de embudo de ventas desde Facebook Ads hasta una landing page optimizada con píxel de Facebook, y desde allí, dirigir al botón de WhatsApp, donde el CRM Kommo se encargará de atender y activar campañas de nutrición con videos adjuntos. - Automatizar en Ko...

I'm in need of a writer with a proficient hand in self-help books to author a title aimed at aiding middle-aged adults cope with stress. Drawing from your knowledge of the genre, this book should have a nuanced understanding of the stresses particular to this life stage, and offer practical solutions and actionable ideas to manage them. Specifically, I'm looking to specialize the content around: - Understanding the nature of midlife stressors - Practical stress management techniques - Case studies or real-life examples would be great - Should inspire the reader with optimism and courage Ideal candidate have: - Experience in self-help writing, specifically in stress management - Empathy and understanding towards the concerns of middle-aged adults - Ability to wr...

Buongiorno a tutti, finalmente ci siamo, bisogna realizzare alcune personalizzazioni per un CRM realizzato con Perfex CRM. Le richieste sono queste: 1) Collegare vari dati tra le varie sezioni. In allegato un excel esplicativo dove vedere quali dati sono da mostrare in altre sezioni del CRM. (Integrazioni ) 2) All'interno delle sezioni di vendita (proposte, preventivi, fatture), in compiti e Clienti creare un'interfaccia di filtraggio dei dati, simile a come è già stato fatto per Leads (vedi ) 3) Collegare ad ogni utente un account microsoft di outlook dove sincronizzare il calendario. L'obiettivo è quello di poter creare dei compiti su Perfex e mostrarli anche sul proprio calendario di Outlook. Per ogni utente (circa 10 al momento) ...

I'm in need of a seasoned photo editor who can assist with varying tasks, ranging from retouching and enhancing to adding special effects and possibly background removal. To make an informed bid, please take note of the following: - It is vital you illustrate your past work in your application. The types of photos that will primarily need editing for is unspecified, but versatility and a wide range of skills are indispensable. Prior experience in different formats, be it portraits, product photos or landscapes, can be a plus and expand the scope of potential tasks.

I'm in need of a seasoned photo editor who can assist with varying tasks, ranging from retouching and enhancing to adding special effects and possibly background removal. To make an informed bid, please take note of the following: - It is vital you illustrate your past work in your application. The types of photos that will primarily need editing for is unspecified, but versatility and a wide range of skills are indispensable. Prior experience in different formats, be it portraits, product photos or landscapes, can be a plus and expand the scope of potential tasks.

I'm in need of an adept web developer to create...project revolves around setting up an investment portal paired with essential back office features. The website will be responsible for handling informational data about investments. A crucial component of this web application will also include a comprehensive back office software with CRM (Customer Relationship Management) and Accounting & Finance features. Key skills that will be valuable for this project are: - Web development & Design - e-Commerce development for informational sites - Experience in building CRM systems - Proficiency in creating Accounting and Finance tools Please bid with sample projects that align closely to these requirements. Your proven technical expertise will be the driving compon...

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I am looking for an experienced bookkeeper to help with various aspects of my accounting tasks. Here's what I need: - General ledger maintenance: You'll keep my general ledger up-to-date with all transactions and adjustments. - Accounts payable and receivable management: I need someone to monitor all outgoing payments and money owed to us. - Financial statement preparation: You will be responsible for preparing all necessary financial statements. I currently use Zoho for my bookkeeping, so proficiency in this software is crucial for the role. While there aren't any specific categories or accounts I'd like you to track, having a broad understanding of all aspects of bookkeeping, including income, expenses, assets, liabilities and equity, would be highly ...

...WordPress developer with solid capabilities in API development. The goal is to create seamless synchronization between my WordPress website and build an api to connect my cms that will sync with my HubSpot CRM. Essential tasks in the project will include: - The integration of WordPress with HubSpot via the use of API calls. - Development of processes for fetching and updating data from HubSpot CRM and displaying it on the WordPress CMS. The ideal candidate will have: - Experience in WordPress elaboration. - Significant expertise in API development and integration. - Prior knowledge of HubSpot CRM. - A deep understanding of both data retrieval and submission to external sources. Please include examples of your past work where you've performed similar integra...

I am on the lookout for an expertise possessing skills in Zapier and DocuSign integrations. The core task is to finalize the workflow which includes the primary action of sending populated DocuSign envelopes effectively. The specific requirements are: - Mapping of Specific Fields: Sender's name, Recipient's name along with 11 additional fields. Respective field names from the CRM as well as the DocuSign document are readily available for integration. - Document Sending: The established workflow should ensure a successful send-out of one specific document. - Capturing and Utilizing SignLink URL: After sending the document envelope, the signnow URL needs to be captured. This URL is to be used to copy into a text message. The perfect candidate for this job would have exten...

I am in need of a proficient expert to set up my Microsoft Dynamics Business Central Online system for my business. Your role will focus on establishing systems for Financial Management, alongside Sales and CRM. We are a logistics company in freight forwarding Key responsibilities will include: - Designing and implementing a robust Financial Management system - Ensuring smooth integrations for Sales and CRM Management - eventually we need the software connect to payroll, tms and wms system Ideal candidates should have: - Proven experience in setting up Microsoft Dynamics Business Central Online - General understanding of financial management, sales, and service operations - Excellent analytical and problem-solving skills Looking forward to receiving your p...

I am in need of a talented CRM developer capable of designing a bespoke system for my education and migration consultancy. The CRM system will play a critical role in managing various interactions and streamlining our operations. Key features required in the CRM system are: - Management of leads - Task management - Integration with email In terms of design, the CRM system should have a modern and sleek look. It should also be user-friendly and allow for customization and flexibility in its layout. Information to be tracked and managed by the CRM includes: - Client contact details - History of interactions and communications - Sales and revenue data A developer with experience in education, migration consultancy, or related sectors would be ideal, t...

I am looking for experienced 3D render artists who can help create two modern, attractive representations of a dental clinic's reception/waiting area. Key details including specific materials, furniture and a color scheme will be provided. Details of the project: • Create 2 x 3D renders in a modern style. • Incorporate the provided materials, furniture and color scheme. • Highlight specific elements including: Reception desk, Seating area, Artwork, Lighting, Plants, Bulk head, flooring, and color scheme. Skills and experiences preferred: • Robust experience in 3D render creations. • Strong understanding of modern design concepts. • Attention to detail is necessary to incorporate specific provided elements correctly. • Previous expe...

I require a skilled individual or team well-versed in WooCommerce design and coding to modify my current website, I need a website that provides a seamless shopping experience, and 100% custom designed. WEBSITE UPDATE AND OPT - CRM (email subscribers) and email-marketing integration. - Re-design of the current website ( menu, single product page, categories…) and mobile version. - Modify currencies, list of countries and shipping policy. - Add Create an account / log in - Size predictor and size chart - Re-organization of terms and conditions - Boost site speed as much as possible - Seamless checkout, add discount code option. - SEO positioning

More details: What style do you have in mind for the lobby rendering? Modern Do you have specific color schemes in mind for the lobby? Marble look accent wall, Neutral colors (beige, grey, white) What elements are essential for the lobby rendering? Reception desk, Seating area, Art/mirror installation 10'6" Ceilings. Will Provide images of finishes for desk and back of desk accent wall. Attached is an image of dimensioned floor plan, and lobby mock up(no longer the finishes shown) for reference.

Looking for a programmer to work on our SaaS application. We have two templates for various features that we want integrated into worksuite an HR product. Another is a Peer to Peer fundraising that we want to add Donor CRM for nonprofits. Other features include Online Donations, Events and Ticketing, Ecommerce, Volunteer Management, Analytics and Email marketing. We are looking for a programmer who has worked on a medium size to large application before.

... who has proficiency in German language. Your primary role will include making outbound calls to prospective clients, demonstrating products or services, persuading clients to purchase our offerings, and wrapping up calls by documenting customer responses within our CRM software. Key tasks: - Conducting outbound sales calls - Handling queries if a client calls back - Working diligently in our CRM software - Email correspondence with clients Must-have skills: - Proficient German-level speaking ability - Familiarity with CRM software - Excellent report generation capabilities - Solid email writing abilities You'll need to send follow-up emails to clients post-call, maintaining a customer-friendly tone. Also, you'll be expected to generate end-of-day re...

As a beginner, I am seeking a knowledgeable developer who can guide me on effectively using Google Cloud for Hadoop, Spark, Hive, pig, and MR. The main goal is data processing and analysis. Key Knowledge Areas Needed: - Google Cloud usage for big data management - Relevant functionalities of Hadoop, Spark, Hive, pig, and MR - Best practices for data storage, retrieval, and workflow streamlining Ideal Skills: - Extensive Google Cloud experience - Proficiency in Hadoop, Spark, Hive, Pig, and MR for data processes - Strong teaching abilities for beginners - Demonstrated experience in data processing and analysis.

I am seeking a competent freelancer with experience in web ...chatbot. The objective is to expertly manage appointments through this platform. Key Features to Implement: - AI Chatbot: This advanced chatbot should be capable of scheduling, updating, and cancelling appointments. Experience in AI programming and conversational interfaces is highly important. - Systems Integration: The platform should integrate seamlessly with calendar apps, payment gateways, and CRM systems. If you have a strong background in API integration, this should be your kind of challenge. Ideal skills: - Web Development - AI Programming - API Integration Your ability to create a user-friendly, efficient, and intelligent system will be the cornerstone of this project's success. Looking forward to your ...

We're seeking Zoho Desk expertise for a multitude of functions. Specifically, we need assistance with: - Setting up Zoho Desk - Customizing ticket workflows - Managing customer support tickets - Adding new channels like email, phone and internal tickets integration Further, desired functionalities include: - Knowledge base for self-service - SLA management for timely ticket resolution - Automation of ticket routing and assignment The ideal freelancer should have thorough knowledge of Zoho Desk functionaries to assist us in setting up best practices as well. Your role will be pivotal in improving our customer support experience. Previous experience in similar roles will be advantageous.

As a rapidly growing business, we're seeking an experienced professional to bridge the gap between our Mailchimp and zapier platforms. Key tasks you'll be in charge of: - Developing and setting up smooth, real-time data syncing between Mailchimp and other platforms. - Automating workflows for contact updates, sales activities, and marketing campaigns through Zapier. The ideal candidate will be an expert in both Mailchimp and HubSpot, as well as well-versed in Zapier automation. Familiarity with real-time data syncing processes is a must. We're excited to partner with you on this vital project, ultimately improving our efficiency and customer management processes.

I need a proficient Laravel developer to build a comprehensive, modern, and sleek clien...Invoices: The software needs to be able to track and manage leads, create and send out proposals, create quotations, and generate invoices based on the time spent and tasks completed as logged within the system. Apart from the above also all the features that an Modern CRM includes. As for the user interface, I would like it to be modern and sleek. Note that I did not specify requirements for specific task management functions but would love your expertise on best practices. Ideal candidates should have previous experience creating CRM and project management software, a strong understanding of Laravel, and a great sense of modern UI design. Please show samples of similar jobs complet...

Add or subtract varying values in different colums of data

We are looking for an expert in Substrate and Rust to help us complete our Layer 1 blockchain deployment. Main areas we need help with: 1. Native token supply and minting per block, treasury pallets setup in Proof of Stake 2. Testnet deploy in AWS If you are an expert in these areas we would like to hire you to consult our blockchain dev team, starting today.

I am in need of a Google Sheets expert knowledgeable in creating formulas. I have a google sheets document where I track all my income and expenses. In this sheet there are three sub sheets (tabs) which are called ALL TRANSACTIONS, JOBSITE LIST and CATEGORIES. Column B of the ALL TRANSACTIONS sheet (named jobsite) the input is a dropdown, for which input can be added from column B of the JOBSITE LIST sheet. Column F in the ALL TRANSACTIONS sheet is also a dropdown with data coming from the CATEGORIES sheet. Column I of the ALL TRANSACTIONS sheet is a running balance which is calculated from all income and expense inputs. (columns D and E) Everything works fine so far, but I want to summarize the income and expense for each jobsite in the JOBSITE LIST sheet. For example, the jobsite addr...

We are seeking a highly motivated and results-driven Hourly + Commission-Based Account Manager to join our team. In this role, you will be responsible for selling our saas software to insurance agents. The product price point is SAAS/DIY: $97 mo Insurance Accelerator ($197) Leads and appointments are sent to you. You will need to reach out to some warm Faceb...Provide excellent customer service and support to clients. Requirements: At least 2 years of experience in sales, preferably in the saas or marketing services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong negotiation and closing skills. Ability to handle rejection and remain persistent in pursuing sales opportunities. Experience using CRM systems and other sa...

mình cần tuyển anh em kỹ sư bảo trì partime remote cho Microsoft SQL, AX, CRM. yêu cầu: Microsoft SQL: Hệ thống AX: CRM: Vai trò này yêu cầu bảo trì thường xuyên hàng tháng

...40th birthday and a 10-year work anniversary at TSL. Design Details: 1. Aged Gentleman Cartoon: - Portray a funny man with a sense of aging, featuring grey hair and beard. - Incorporate a walking cane to symbolize - The style should be fun and comical 2. Current Era Cartoon: - Depict a man in the prime of his life, turning 40, with an easygoing posture. - The character should be sitting on a desk wearing a TSL t-shirt, arm resting on a prominent '10', showcasing his decade-long commitment to the company. - The design should be vibrant, with a nod to the significance of both personal and professional milestones. A successful freelancer for this project will have demonstrated skill and experience in creating comic book style art, with a keen ability to depict specific...

I'm in search of a proficient and adaptable software developer who can handle a variety of programming languages. Even though I've skipped those details, your ability to work with Java, Python, C# or ot...with a wide range of programming languages - High degree of independent judgment - Able to solve complex problems Application: Kindly provide a detailed project proposal showcasing your comprehensive understanding of diverse programming languages. An understanding of the project's reach and the potential challenges that might come up would be greatly appreciated. This project could range from a CRM Software to Accounting or MIS- your versatility will be your strength. Your bid should demonstrate your wide skill set and provide confidence in your ability to tackle t...

...mechanisms. Given the nature of our project, it’s crucial to have a level of experience in these areas. Understanding the intricacies of these features is what will drive the success of our project. Though we have not specified it in the initial questions, potential compatibility with other systems or applications might be discussed during the project's execution. Therefore, prior experience with CRM systems, databases, and email servers could be an added advantage for successful completion of our project. When applying, please include your experience specifically in VoIP development, and any example work if available. This could be in the form of past project details, or any related experiences that you think deem you fit for this project. Looking forward to get...

I require a specialist with experience in Microsoft Dynamics CRM and Canva platform to automate the production of a specific document (based on a template). Your role includes: - Building a connection between Microsoft Dynamics CRM and Canva. - Enabling more than 10 text fields from our CRM to populate a Canva template accurately. - Ensuring the text fields capture specific data based on my preferences. - Implementing specific font and design formatting for these populated fields. - Must include images also from CRM - Must be managed through API and Microsoft Power Apps Experience with both Dynamics CRM and Canva required; knowledge in font formatting. Your work will contribute significantly to our workflow optimization. Your understanding of Canva desi...

I need someone with experience in amazon lambda and able to make an integration in 24 hours.. The workflow is the following: External app (a payment gateway) will send a webhook to a lambda function with a transaction data, and this transaction needs to be integrated with a CRM (I provide all the documentation of the API in the attached document)

I’m short on time and need some assistance installing my multi-monitor desk setup at home. This is a one-time job I expect to take a few hours, to include mainly: - Mounting my four monitors on stands I provide - Hooking all my monitors up to my work and personal computers (and to power) - Affixing cable trays to the bottom of my desk and tidying all cables everywhere - Installing peripherals (webcam, mouse, keyboard, USB hubs, etc) through a KVM

Market Analysis: the current market of company 2. Strategy Proposal: Outline a multi-channel marketing campaign to launch the product, specifying channels and content strategy. 3. Implementation Plan: Create a timeline for the rollout of the marketing plan, including pre- launch, launch, and post-launch activities. Explain how these activities should be set up and managed via the CRM. 4. Expected Outcomes: Define KPIs and metrics to measure the success of the marketing strategy, including how we will measure impact on brand awareness, lead generation, and customer acquisition. Marketing Strategy Implementation 1Submission Requirements: Your analysis should be submitted in a PowerPoint presentation, with a maximum of 10 slides, accompanied by a single page executive summary in PDF

...the reference site its the idea only. Other required items are. - Online design tool: This will allow our clients to create and customize their desired printing designs. - Order tracking system: For transparency, we'd love our clients to follow the progression of their orders. - Price calculator: To enable swift and easy cost calculations for prospective orders. -Email Managment for Similar to CRM functionalities. Where different CSR can check and answered to customers and manage their leads. -Social Media connection and reply to Google Reviews, Facebook, Twitter, LinkedIn etc Your excellent skills in coding, user experience and interface design, knowledge of current web functions and standards, as well as understanding e-commerce principles, will come in handy. Results s...

MAX BUDG...user-friendly interfaces. Key tasks include incorporating the following features: 1. Link to Feature 1: 2. Link to Feature 2: The desired appearance of the online shop should mirror and it must include the specified features above. For the project, I am open to using WordPress or custom HTML. Please advise on the CRM technology you propose for this endeavor. Interested freelancers should showcase a strong grasp of web development best practices, especially in the realm of eCommerce platforms. Experience in seamlessly integrating payment systems and implementing inventory tracking will be highly valued. Additionally, a portfolio featuring past minimalistic webshop designs will be advantageous.

Need some help me to install revolut business app on emulator (bluestacks-memu player-WSA…).

I want to make use of Odoo to perfectly automate and manage different aspects of my business: Sales and CRM, Inventory and Warehouse, as well as Accounting and Finance. Ideal Skills and Experience: - Proficiency in Odoo ERP system setup and customization - Experience in managing Sales, CRM, Inventory, Warehouse, Accounting and Finance modules in Odoo - Good understanding of business process automation I’m seeking an experienced professional with a minimum of 3 years of expertise in Odoo Planning. I need assistance with functional queries regarding the system, implementation strategies, and related matters. Some specific questions include managing attendance on an hourly basis while invoicing on a monthly basis, demonstrating this in sales orders, identifying available...