Build crm rubyJobb

Vi ska konvertera vår orderbekräftelse från vårt tidigare CRM till vårt nya CRM Upsales, därför behöver vi göra om vår orderbekräftelse till en väldigt vacker Word-fil som sedan Upsales kan lägga in i deras system. Vi kan egentligen själva göra en word-fil av vår orderbekräftelse men vi behöver en duktig grafiker som kan skapa riktig magi i Word så att våra orderbekräftelser motsvarar vårt företag och varumärke. Till det här projektet finns det även fler tilläggsprojekt där vi behöver konvertera upp till 10 st till dokument/information till vackra word-filer för att ladda upp i Upsales.

Jag söker någon med 2-10 års erfarenhet inom dessa områden: MS dynamics 365/NAV/AX/CRM

Skapa hemsidan för ett startupföretag inom företagskrediter Jag har en sida som vi vill efterlikna, Sidan bör göras i någon av större crm som tex wordpress, dupal, magento, joomla. Sekretess krävs

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Svar inte på detta arbete om kompetens saknas. Filemaker Erfaren programmerare av affärssystem. CRM system. ERP-system Vi bygger ett program baserat på Filemaker. Många delar kan hittas på nätet. Många delar med sig av sina program. Ärende, tidrapportering, kalender med planering av tekniker. Loggning av samtal och mail och kommunikation på kundkort. Design och utseende är viktigt. Projektet starta omgående. Kompetens att projektleda och slutföra projektet inom 4-6 veckor.

Vi behöver ett CRM system till vårt företag. Där ska alla säljare kunna registrera sina kunder. Sen ska man kunna lägga till produkter på kunderna. Då vi är en webbyrå jobbar vi med SEO och behöver därför hämta information via ett API från SERPBook som räknar ut hur många dagar ett visst sökord har legat topp 10. Vissa produkter ska vara engångsprodukter och vissa ska vara så man abonnera årsvis.

Project Description: We are seeking an experienced and React.js developer to join our web development project. The main goal is to integrate APIs into a pre-existing template and add specific functionalities for a multi-company business management system. The system must be capable of managing multiple companies under a single platform, allowing administrators to easily switch betwe...translation (only the English version, we will take care of the other languages) Functionality for administrators to switch companies. API URL: template (Already purchased; upon project award, the front-end code will be provided)

I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for cont...The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems and ensuring smooth integration with other platforms. Your expertise will help us streamline our operations and enhance our efficiency. A good communicator and problem-solver wou...

We are looking for a Zoho consultant with expertise in building applications using Zoho Creator. Should understand Zoho CRM functionalities. Please apply only if you have worked with Zoho Creator applications before. The project is to build a few custom functionalities using the Zoho Creator application.

I am looking for an adept programmer to assist me with using webhooks to capture leads into my CRM from contact form submissions. The CRM platform being used has not been disclosed. We need someone who: * Is experienced with CRM webhooks. * Understands how to capture and structure received data effectively in a CRM. * Can ensure that contact form submissions are automatically synced to the CRM as leads. The information to be captured has not been disclosed. Please mention if you have worked with multiple CRM platforms and are comfortable with capturing various types of data. Knowledge of common CRM platforms (HubSpot, Salesforce, Zoho CRM) is a plus. Even though we haven't specified our CRM, we'd like to see prior ...

... I'm seeking an experienced freelancer to build a comprehensive Zoho dashboard specifically tailored for my existing business. This dashboard should facilitate effective daily analysis of certain key aspects in relation to the business's financial and operational data. Key Responsibilities: - Design and configure a Zoho dashboard that tracks and analyzes our revenue, expenses, and any patterns in our sales and customer relationships. Ideal Skills: - Zoho dashboard configuration - Zoho analytics - Data Visualization - Financial Accounting knowledge - Understanding of CRM data The ideal freelancer for this project should hold considerable experience in creating business analytics solutions with Zoho. A keen understanding of financial data, CRM analytic...

...Development: Proficiency in mobile app development platforms such as iOS (Swift) and Android (Java/Kotlin). Experience with cross-platform development frameworks like React Native or Flutter can be beneficial for building apps that work on both iOS and Android. 2. Backend Development: Strong understanding of backend development technologies and frameworks like Node.js, Python (Django/Flask), or Ruby on Rails. Knowledge of databases such as MySQL, PostgreSQL, or MongoDB for storing user data, ride information, and other relevant data. 3. Geolocation and Mapping: Familiarity with geolocation services and APIs for tracking user location and providing real-time navigation. Experience integrating mapping and routing APIs such as Google Maps or Mapbox for displaying maps, calculating...

1. Introducción: El presente proyecto tiene como objetivo principal desarrollar un sistema integral de ERP & CRM utilizando la plataforma Odoo para optimizar los procesos comerciales, administrativos y de atención al cliente de [nombre de tu empresa], proveedor de servicios de Internet (ISP) en Ecuador. 2. Funcionalidades del ERP: Ventas: Implementación de un módulo de ventas que permita gestionar el proceso completo de ventas, desde la captación de clientes hasta la generación de órdenes de venta y seguimiento de pagos. Facturación: Desarrollo de funcionalidades para la generación automática de facturas conforme a la regulación ecuatoriana de impuestos, incluyendo la gestión de retenciones y ...

...freelancer to assist with website development for our real estate agency. The key features are relatively basic and can be covered by the existing Wordpress theme, Houzez. However, additional adjustments and custom coding are required to meet our specific needs. The project has already been partially started, providing a solid baseline for you to work from. The theme and changes includes a backend CRM that also requires custom work. We aim for completion within a week and will only consider candidates who can commit to this timeframe. Payment will be made in one milestone upon successful and timely completion. Due to previous negative experiences, we are firm on this payment structure. We will provide reference websites and detailed explanations, so there's no need to cre...

About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 exi...-Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquired about any of our services and set them if they are qualified and interested. -Updating all generated leads and/or appointments into CRM. -Providing EOD report for all activities. Required Skills: - Excellent communication skills. - Experience in using social media for cold outreach is a plus. - English and Arabic pr...

... I am using Zoho CRM Contacts module to capture all merchant information, including payments and delivery details. For most of the integrations with other common apps I am using Zoho Flow. As part of the payments, I am using Curlec by Razorpay (Curlec) to collect once off payment (for full upfront for hardware) as well as recurring payments (monthly data connectivity) via direct debit. Curlec obviously is not in the list of supported apps in Zoho Flow but they do have APIs. I want to be able to: 1) Push information to Curlec's direct debit authorization form (so the merchants don't have to key in the details again) such as merchant name, bank name, bank number, etc. 2) Pull information from Curlec once direct debit authorization is completed to be updated into my Zoho ...

...effective e-mail marketing campaigns. You should be an individual with strong command of English, and a creative mindset to help push the boundaries of our digital marketing efforts. Responsibilities Include: - Creating Social Media Posts (image + content) on Instagram and Twitter; - Doing community management in social; - Creating e-mail marketing campaigns; - Creating blog posts; - Managing a CRM (Monday); - Ability to create reports with insights; The end goal of our marketing efforts includes both increasing brand awareness and driving website traffic which ultimately fosters lead generation and customer engagement. Our target audience encompasses a wide range which includes general consumers, B2B businesses, specific age groups and the local community. The ideal ...

I'm looking for a freelancer skilled in WordPress website maintenance and OdOO CRM integration who can assist on an ongoing basis. Ideal candidates will have: - Proficiency managing and updating WordPress themes, plugins and content - Experience integrating OdOO CRM with webmail and email marketing automation solutions - Expertise in setting up lead generation on social media platforms such as Facebook, Instagram, and LinkedIn Looking forward to collaborating with individuals who have a keen eye for detail and are comfortable with maintaining high traffic websites.

I'm currently looking for a professional who can help me with three aspects of my business: developing a CRM system, creating a trustworthy company logo, and setting up a website with a contact form. CRM SYSTEM: - The primary focus of the CRM is customer management, so it must be tailored for this purpose. - It should be intuitive and easy to use, as it will be accessed by multiple team members. LOGO DESIGN: - My company's logo should reflect trustworthiness. It needs to be simple, elegant, and professional. - Should be easily recognizable and suitable for use across various platforms. WEBSITE DEVELOPMENT: - The website should have a sleek, modern design. - Its primary function is to inform visitors about my company and offer a means of contact. - The webs...

I am looking for a skilled software developer to create a comprehensive software for my Kandura shop. The software must be equipped with the following features: 1. Client Details Management: ...purchasing history. For this aspect, we require the software to generate detailed invoice copies. This will not only help us track sales and revenue but will also provide valuable insights about our client's buying habits. 3. Inventory Management: The software should include a comprehensive inventory management system to help us handle our stock effectively. I am looking for someone experienced in CRM integration and creating custom fields for data entry. A strong understanding of inventory management systems will also be advantageous. Your expertise in these areas could be exactl...

I am looking to expand my phone unlocking website by integrating a Dhru Fusion API portal(currently only have a PHP portal). The goal is to connect with m...experience with API integration, specifically Dhru Fusion API. - Comprehensive understanding of PHP enabled websites. - Familiarity with product listing and web design for effective display of imported services. - Knowledge in the phone repair tools and dongles industry would be beneficial. Also a payment gateway that allows customers to buy credits for site via PayPal square stripe binnance Add a crm that allows you to edit colours of page elements edit and add or delete pages edit logo and name and a file manager And add a seo magnate Thus, if you're skilled in API integration and ready for a challenge, please bid o...

...appointments for our sales representatives with qualified prospects. - Maintain accurate records of all interactions and appointments in our CRM system. - Collaborate with the sales team to optimize outreach strategies and achieve sales targets. - Provide regular feedback on lead quality and appointment scheduling process for continuous improvement. Requirements: Proven experience as an Appointment Setter or similar role in sales or customer service. - Excellent communication skills, both verbal and written. - Ability to effectively engage with potential clients and build rapport. - Strong organizational skills with attention to detail. - Proficiency in CRM software and basic computer skills. - Self-motivated with a results-oriented mindset. - Availability to send ...

...productivity. -Builds relationships to create a positive, professional work environment that focuses on providing exceptional customer experiences and increases the customer base. -Maintains a sense of urgency to promptly respond to our customers needs. -Leads by example and promotes a “customer centric” attitude at all times. -Keeps track and monitor performance of appointment/lead cost in our CRM and prepare reports for management. -Develop and maintain a successful rehash program bringing in additional revenue from past sales opportunities Requirements: Minimum of 1-3 years of supervisory experience in a high-volume sales call center managing teams of at least 3-15 (or more) representatives is required for this position. (In-Home appointment setting is a major pl...

...refine demo tracks, presentation formats, and outreach approaches. **Requirements:** - Proven experience in marketing, PR, or a similar role within the music industry preferred. - Strong understanding of the music industry, including key players and emerging trends. - Excellent communication skills, both written and verbal, with an ability to craft persuasive and customized emails. - Proficiency in CRM software and email marketing tools (e.g., MailChimp, HubSpot). - High level of organization and attention to detail. - Ability to work independently and manage multiple tasks simultaneously. - Creative thinking and problem-solving skills. - Strong networking skills and a knack for building relationships. **Preferred Skills:** - Fluent English , French would be great too, but not ...

Hola, busco un sistema que reciba los lead que llegan desde las campañas de Facebook Formularios y tiktok formularios. en la primera etapa solo me interesa esos 2, que me apenas llegue un formulario este lo reciba y lo envie por mail o whatsapp al dueño de la campaña. la idea es hacer algo como esto:

I am seeking to connect my WPForms through Zapper to a custom Salesforce object. The form has dropdown menus that need to map to salesforce. The role requires the automation of data entry to efficiently track leads. It will involve significant work with WPForms, Z...Salesforce object. The form has dropdown menus that need to map to salesforce. The role requires the automation of data entry to efficiently track leads. It will involve significant work with WPForms, Zapper, and Salesforce, so experience with these platforms is crucial for success. Ideal Skills and Experience: - Comprehensive knowledge of WPForms, Zapper, and Salesforce systems - Expertise in CRM and lead tracking methods - Proven experience in automating data entry processes - Strong understanding of data privacy r...

I'm looking to migrate my existing WordPress website to Odoo. The main purpose of this migration is to integrate my website with the Odoo CRM/System. Ideal skills and experience: - Proficiency in WordPress and Odoo - Prior experience with website migrations - Knowledge of e-commerce and CRM integration Please ensure you have the necessary skills to handle this project efficiently.

I'm in immediate need of an expert with proficiency in Odoo extension development, for a project with undefined specifications. The right freelancer should: - Have extensive experience in Odoo, with the ability to work on any version. - Boast strong skills in various aspects (such as inventory management, CRM integration, or accounting integration) to handle uncertain project requirements. - Be capable of delivering a fast turnaround as the project needs completion ASAP. If you're flexible, adaptive, and thrive under pressure, I want to hear from you. Your ability to deliver high-quality work promptly will be key in this role.

...potentially implement email marketing campaigns. - Social Media: Integration with various social media platforms to enable easy sharing of our content and Ideal Skills and Experience: - Proficiency in web development, with a proven track record of creating sleek and functional business websites. - Experience in integrating various third-party services like email marketing platforms, social media, and CRM systems. - Strong understanding of UX/UI design principles to create a user-friendly and engaging website. - Excellent communication skills to understand our business needs and tailor the website accordingly. - Familiarity with SEO best practices to ensure the website is optimized for search engines. If you're confident in your ability to deliver a high-quality website th...

I'm looking for a developer to create a simple, intuitive CRM system tailored for my handyman business. Essentials for this project are: - A comprehensive Customer database - Appointment scheduling feature - Efficient Task management system Integration with WhatsApp is a must, and should include the ability to: - Send automated messages - Receive and reply to messages Additionally, the system should have an interactive order form where customers can provide: - Service options - Quantity/measurements - Preferred date and time - Price per item Ideal candidates for this project will have proficiency in CRM development, an understanding of the service industry, and experience with WhatsApp API integration.

About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 ex...-Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquired about any of our services and set them if they are qualified and interested. -Updating all generated leads and/or appointments into CRM. -Providing EOD report for all activities. Required Skills: - Excellent communication skills. - Experience in using social media for cold outreach is a plus. - English and Arabic&nbs...

...HubSpot and Email Marketing Expert to join our team on a freelance basis. This role focuses on leveraging HubSpot's software suite to optimize our marketing strategies, with a strong emphasis on email marketing. The candidate will manage and enhance all elements of our CRM, marketing automation, and customer engagement processes. **Responsibilities:** - Design and implement comprehensive email marketing campaigns within HubSpot to nurture leads and engage customers. - Oversee the integration and management of HubSpot, including CRM, marketing automation, sales automation, and customer service hubs. - Develop and maintain integrations between HubSpot and other digital tools to ensure a seamless workflow. - Conduct training sessions for internal teams on effective HubS...

We need 3 additional Senior Developers over the next couple of months for full time / long term work. Ideally an Indian developer (where rest of team is based), who is able to work standard IST office hours. These are team working roles, daily stand up call, ongoing calls/communication throughout the day. Salary is 88,000/month INR. These are also customer facing roles. MUST be 100% relible and genuine. Most of our projects are large and technically complex, we need developers who can handle large/comple projects ands deliver correctly ontime. We have a 2-3 stage interview process for these roles.

I'm looking for a professional who can set up our social media accounts and manage sponsored ads on Facebook, Instagram, Tiktok, and LinkedIn. The primary goal of these ads is to drive sales for our online software Solutions (Website with Dynamic builder - CRM - HR management). Key Responsibilities: - Create & set up our company accounts on Facebook, Instagram, Tiktok, and LinkedIn - Develop a strategy to target and engage our audience effectively - Manage paid advertising campaigns on these platforms - Regularly monitor ad performance and make data-driven optimizations - Ensure a significant ROI on our ad spend In your application, I'm particularly interested in seeing your past work. Demonstrable experience in setting up, managing, and optimizing successful social ...

I require a proficient expert to fully configure my "High Level" CRM tailored to real estate industry needs. Here's what I need: * Sales Funnel Creation: I need all three types, namely: a lead generation funnel, a lead nurturing funnel, and a conversion funnel. * Email and Text Follow-ups: Welcome emails, follow-up reminders, and drip campaigns need to be automatically triggered. * CRM Customization: Make sure the CRM integrates seamlessly with my existing website, efficiently manages contacts, and tracks and analyzes leads. Being intimately familiar with "High Level" CRM, particularly its application within the real estate sector is paramount to deliver this project successfully.

I'm in need of a skilled Zoho CRM specialist who can customize my pipeline creator, work on field customization, workflow automation, and integrate it with Zoho Payroll. Key Requirements: - **Field Customization:** The project involves modifying the existing fields in Zoho CRM to align with my lead management requirements. - **Workflow Automation:** I need the expert to set up efficient and automated workflows within the CRM. The focus here is on streamlining lead management process. - **Integration with Zoho Payroll:** I want my Zoho CRM to seamlessly integrate with Zoho Payroll for a more comprehensive solution. Ideal Candidate: - Proficient in Zoho CRM customization and pipeline creation - Experienced in field customization and workflow automati...

We are a SAAS based application looking for Digital marketing agency or team to help us with below. The teams has to mantaoin ZOHO PLUS CRM for Lead, sales, banner, etc. Including 1. *Social Media Marketing (FB, IG, X, TT)* NO VIDEOS ONLY POSTS task create account Posts , Picture / Images Post Quantity : ( 5 Post weekly) 2. *SEO Marketing* NOT WRITING BLOGS We have around 700 blogs already written ONLY SEO is required to do TASK keyword, Metatag, Imagetag, SEO Quantity : ( 2 Post weekly) 3. *COMMUNITY & PRODUCT BUILDING Marketing* TASK Mantaining DISCORD, QUORA Q&A, trustpilot, google reviews Reviewing and Mantinaing on G2, Appsumo. 4. *EMAIL MARKETING* we can use sendgrid (paid) or GOOGLE Business Mail or some other external application TASK Target 1200 - 1500 e...

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...design a tailored CRM system, loaded with features such as: diary task management, word & pdf forms mail merge, and outlook email merge along with the ability to store inbox and sent items in chronology. This project involves the creation of a desktop application that will operate under Windows and allow me to create custom workflows in C++. I have three crucial aspects related to custom workflow creation that are: - Assignment of tasks to users - Visual representation of workflows - Flexibility in editing workflows A developer versed in c++ is critical, furthermore, experience in task management and workflow design becomes a deciding factor. The success of this project will be gauged on these functionalities and their seamless integration into the emerging bespoke C...

I require a professional with good attention to detail to extract specific information from the HealthPoint directory. The data will be for a key area in Auckland, New Zealand. The key details wanted are: - Doctor's name - Doctor's email - Clinic/GP practice - Clinic address - Contact number - Generic surgery or PA email address This data will be used for direct communication with doctors ...key details wanted are: - Doctor's name - Doctor's email - Clinic/GP practice - Clinic address - Contact number - Generic surgery or PA email address This data will be used for direct communication with doctors to communicate news about their local hospital. Having experience in data scraping is a must; we will provide the spreadsheet to input the data into in order for us t...

We need our first party data passed from 2 CRMs to Google ads. 1: From HighLevel CRM to Google ad account 1. 2: From Activecampaign to Google ad account 2. We can use Zapier if needed. Please only bid if you know what you are doing.

PROJECT - Cost is per 100 qualified leads. We are a beverage manufacturing busi...retail distribution network within Australia. Skills and Experience: - Proven experience in lead list generation, particularly in the beverage manufacturing or similar industry. - Strong experiencing in scraping quality data. - Zoho CRM competency Key Responsibilities: - Identify potential retailer leads nationally from our list of industries - Create lead lists. - Scrape data to populate all the contact information. - Enter into our Zoho CRM We need someone fast, accurate and keen to work. We want you to identify the potential leads, enter them into our CRM, add their phone, email, address, contact name if available, social media links if available. We would like you to price thi...

I have a billing software for my medical store : , it is a CRM and billing software . This crm is used only for one branch , I have multiple branches so please convert this crm for multiple branch usage . Source code: I'm looking for a skilled PHP developer to create an addon which will involve user authentication, data encryption and integrating a payment gateway. The ideal candidate would have experience using Laravel and CodeIgniter frameworks. The addon's user interface should be designed in a modern and sleek style.

I'm seeking a Zoho CRM expert who can help with sales automation. - Implement Lead Scoring and Distribution: I need a professional who can assist in setting up a lead scoring system to help prioritize and distribute leads effectively. - Improve Sales Pipeline Management: A crucial aspect of this project is to enhance our sales pipeline management. The ideal candidate should have extensive experience in setting up pipelines, stages, and automating tasks within Zoho CRM. To qualify for this project, you must have a proven track record in Zoho CRM implementation and specifically in sales automation. Your expertise will be instrumental in helping us streamline our sales process and enhance our overall efficiency. Prior experience in lead scoring and distribution i...

I'm looking to enhance my current contact page to allow new customers to reach out via an email f...and message text. To prevent spam, I'd like to implement a human detection feature. Key Requirements: - New form should capture customer's name, business name, contact email, and message text. - Implement human detection feature to prevent spam. - Upon successful submission of the form, the user should receive a confirmation email. Desired but Not Required: - Integrate the contact form with a CRM. Ideal Skills and Experience: - Proficiency in front-end and back-end development - Experience with form creation and validation - Knowledge of human detection systems - Ability to implement email confirmation systems - Optional: Experience integrating forms with CRMs The w...

I'm looking for a marketing professional who can assist in a variety of tasks, with a focus on both B2C and B2B audiences. The primary goal is to increase bra...newsletters, and social media. - Wordpress Design and Management: Maintaining and updating Wordpress site. - eDM Creation: Crafting compelling email campaigns to boost engagement and sales. - CRM Interaction: Utilizing CRM tools to manage, analyze, and engage our customer base. The ideal candidate should have: - Excellent English communication skills (both written and verbal) - Proven experience in social media management, content creation, and eDM campaigns. - Strong understanding of SEO practices. - Proficiency in Wordpress. - Ability to work effectively with both B2C and B2B audiences. - Experience with CR...

...Integration: Social media is a key element for my online presence. I need social media integration plugins to be set up so that visitors can easily share and follow my work. - Contact Form: A contact form plugin must be integrated to allow potential clients to reach out to me directly. - We need the blog integrated but there is no content for the blog as yet - The site will need to integrate with my CRM Active Campaign Ideal Skills: - Proficiency in Webflow and WordPress - Experience in converting website templates - Understanding of portfolio showcase design - Knowledge of SEO optimization and plugins - Familiarity with social media integration - Ability to set up and customize contact forms - Strong communication skills to ensure the final website aligns with my vision. Here ...

I'm currently looking for a highly skilled freelancer with comprehensive knowledge in Zoho CRM, marketing automation, Zoho One and integration with third-party applications. The main tasks to be performed are: - Configuring a tailormade CRM workflow that fits our business needs. - Setting up advanced email marketing automation. - Integration with external third-party applications. - Overall setup of Zoho products. The ideal candidate will have a previous history of setting up Zoho software. We aim to launch this project in the next week, so promptness and reliability are essential. Proactive suggestions for improvements based on your knowledge and experience are also welcome. Join us in taking our CRM to the next level! Skills in Deluge is Zoho's online sc...

I require a proficient no-code machine learning marketing analytics tool that c...perform several critical use-cases including predictive analysis, churn prediction, customer lifetime value calculation, and market basket analysis. - Be sure to integrate with a CRM system as a critical data source. - For better understanding and interpretation of the analytical outcomes, I'd want the tool to display outputs in the form of graphical charts, categorical bar graphs, and heat maps. An ideal candidate for this project would be a developer with practical experience in building machine learning algorithms, with specific knowledge of marketing analytics. Proficiency in integrating ML tools with CRM systems will be a plus. Knowledge about data visualization techniques is also...

...am in need of someone knowledgeable in Redtail CRM to enhance its functionality and streamline its operation. Within this project, you will: - Clean up outdated contacts and rid the system of duplicate data - Add organization to our file attachments - Implement strategic workflows These functions will span across three areas: - Contact Management - Task Management - Document Management Furthermore, as a core part of this process, I would like to add and enhance certain features. These include: - The design and implementation of custom fields - Integration with other tools to assist in smooth operation - Set up automated notifications to improve communication and reminders Ideal candidates for this project will be experienced in Redtail CRM, knowledgeable in system int...