Crm workflowsJobb

...the Power Platform suite - RPA, Power Apps, Power Automate (Flow), and Power BI. This project involves creating custom data entry forms and setting up automated workflows with the aim of: - Streamlining our data entry process - Automating repetitive tasks - Enhancing workflow efficiency - Implementing data validation and error handling The ideal freelancer for this role should have extensive knowledge of Power Platform applications and a keen understanding of business processes and workflow management. Experience in development and implementation of custom data entry forms is a must, as is familiarity with creating automation workflows. Your work will be instrumental in improving our operations. Your expertise will directly contribute to increasing our productivity and m...

We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Auto...be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experience: - Proficient in process automation and design, with prior experience in sales process automation - Adept at form customization, with a keen eye for design and layout. - Familiarity with implementing reminder systems in business processes. - Past experience with Zoho CRM...

I'm looking for a freelancer to implement Microsoft Power Automate Workflows to automate a number of repetitive tasks for me. Key Requirements: - Automation of workflows for a Western Australian based business (needs to factor in our time zone of UTC+8 in the automations). 1. When a Cognito form is filled out, it has 2 fields - a date and a time field. I need a workflow in Power Automate that takes this date and time, and sends an email 3 days prior to that date. 2. When the same Cognito form is filled out, an email is scheduled to be sent 24 hours after the date and time in the Cognito form. 3. When the same Cognito form is filled out, a text message (preferably from ClickSend) is sent to the person specified in the form. Text messages need to be sent during busi...

I am looking to hire a skilled PHP developer to create a custom CRM system, based on an existing one I have. Essentially, this is a task that involves removing certain features such as email integration, sales forecasting, and social media integration. While the new CRM system doesn't need to include all the functions of the original, the ones I cannot do without are: - Contact Management - Sales Tracking Unfortunately, I was unable to specify further details for inclusion in the CRM. Therefore, prospective developers should be flexible and ready for modifications during the project. Given the urgency of this project, I expect it to be completed within a month. Therefore, candidates with a fast response rate and proven ability to meet deadlines will be given p...

I'm in search of an experienced mobile app designer to create an application tailored to the field of science in vitro. The primary objective of this app is to simplify and enhance in vitro laboratory work. Key Functi...**Laboratory Protocols**: The app should provide a range of laboratory protocols used in science in vitro. - **Micropropagation Step-By-Step**: It should also include a detailed, user-friendly guide for micropropagation. This project requires a professional who has extensive experience in mobile app development. Ideal candidates should also possess a good understanding of the requirements and workflows within a laboratory setting. Experience in designing apps for scientific fields would be a significant advantage. Please include relevant samples of previous wo...

I'm in need of a skilled developer to create a web application for influencers. This application will serve as a platform for influencers to offer their services to companies for advertising and commission-based marketing. It will also include a comprehensive customer relationship management system, data storage, and reporting functionalities. The application will also feature financial management capabilities, payment methods, and invoicing. The successful freelancer for this project should ideally have: - Proven experience in web application development, particularly in the influencer marketing field. - Strong knowledge of customer relationship management and data storage/reporting. - A solid understanding of finance management within software. - Proficiency in integrating payment ...

...integrating it efficiently into our current workflow. Key Responsibilities: - Evaluate and recommend custom workflows if necessary - Implement best practices for efficient project management - Ensure seamless integration of Jira into our existing software - Setup Integration with Tempo and Xero - Help understand how we can track billable hours against actual logged hours and add this field Ideal Candidate: - Proven experience with Jira - Strong understanding of project management principles - Ability to tailor Jira's workflows to our needs - Excellent communication and problem-solving skills - Prior experience in software development projects is a plus Your advice on custom workflows and your efficiency in setting up Jira will be highly valuable. Let...

...design, and demonstrate ability to adapt visual style to a multi-category general store - Be flexible and open to collaborative discussions on design Critical to this project is the seamless integration of essential third-party tools for successful functionality of the store. These integrations include: - Email marketing software - Inventory management software - Customer relationship management (CRM) software If you possess the above skills and have previous experience with these integrations, please place your bid. Thanks! — — — — — UPDATES: We pre-purchased Spocket, DSers, and Zendrop. We want to use a pre-built theme so we can manage everything ourselves. We like the Enterprise theme, but we're open to suggestions...

...Management will be considered an advantage, although candidates with little or no professional experience are also encouraged to apply. TASKS -The candidate must speak fluency in the Brazilian language and be willing and able to work at the beginning in a shift pattern (6 hours), covering working hours between 09:00 and 00:00. -The candidate must be able to contact (chat and call through our CRM) new users (supplied by the company), explain the site's functionality, help them get all the available bonuses, and make their first deposit. - The candidate must be responsible for managing client accounts, ensuring their needs are properly addressed and solutions are promptly provided. -The candidate must be able to effectively communicate with clients and resolve is...

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks ledger as normal?

I'm seeking an experienced developer who's capable of finalizing the 10 bot templates I already have on make.com. The templates need to be customized for my industry and connected to my Social Media account, google etc. They need to be fully tested and operational for handover and delivering what they are supposed to. Examples of existing workflows: (1) Identify trending SEO keywords and create google sheet (template in place but not customized and functioning yet) and create 3 articles/blogs with those key words (to be created). The rest are very similar. The bots I already have, they are already in make.com. I need someone to finish them (test and customize for me and my accounts). That's it!

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's adv...and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platforms. - Excellent communicat...

...looking for a Sales Executive who can excel in closing deals with businesses. The ideal candidate will have a strong track record of generating leads and converting them into sales, particularly within the B2B space. Responsibilities: # Engage in Zoom/Google Meet calls with interested leads. # Develop and maintain relationships with new and existing clients to explore new opportunities. # Utilize CRM software to track client interactions and sales progress. # Meet and exceed sales targets by closing deals and upselling to existing clients. The ideal candidate should have: - Proven experience in B2B sales, ideally within the marketing industry. - A solid understanding of various marketing strategies and the ability to leverage them effectively to drive sales. - Exceptional neg...

...development and services business, focusing on web development, mobile app development, and CRM implementation. I've provided services in the healthcare, finance, and retail sectors in the past. I'm looking for a sales expert who can assist me in expanding my client base and improving my operational efficiency. The main goal of this project is to increase efficiency in the sales process and overall business operations. Key skills and experiences needed for this job include: - Proven sales experience, ideally in the IT/software sector - Knowledge of healthcare, finance, and retail industries would be a plus - Ability to understand and communicate the benefits of web development, mobile app development, and CRM implementation to potential clients - Strong negotia...

I'm looking for a prof...Visualization & Reporting: Building a robust reporting system will be necessary for clear, concise insights. - Automation & Migration: Implement RPA to automate repetitive tasks and ensure a smooth transition from PowerBI to Tableau. Skills Required: - Proficiency in PowerBI, Tableau, MicroStrategy, Excel, RPA, Data Bricks, Postgres SQL, and Python. - Experience in automating business analytics workflows. - Strong understanding of data cleaning, integration, and visualization. - Proven track record in successful migrations between data visualization platforms. I'm looking for someone who can take ownership of this project and deliver it with high precision and efficiency. A proactive approach to problem-solving and excellent communicatio...

**Description:** We are seeking a proficient Google Forms and Sheets specialist to streamline our stock and inventory management process. The ideal candidate will have a deep understanding of Google Sheets functionalities and be adept at creating seamless workflows using Google Forms. **Responsibilities:** - Develop a Google Sheets template for maintaining stock and plywood inventory data. - Implement formulas and functions to automatically update current stock levels based on purchase and sale entries. - Design intuitive Google Forms for entering purchase and sale data. - Integrate Google Forms with Google Sheets to ensure real-time updating of inventory data. - Provide guidance on best practices for efficient data management and organization within Google Sheets. **Requirement...

...join our team on a freelance basis. As a Microsoft Autogen Studio expert, you will be responsible for designing, developing, and deploying Microsoft Autogen Studio systems for our clients. Responsibilities: Design and develop Microsoft Autogen Studio systems for a variety of use cases Train and fine-tune Microsoft Autogen Studio models Integrate Microsoft Autogen Studio systems with existing workflows Provide ongoing support to clients Qualifications: Experience with Microsoft Autogen Studio Proven ability to design and develop AI models Strong understanding of machine learning principles Excellent communication and collaboration skills Benefits: Competitive hourly rate Flexible work schedule Opportunity to work on cutting-edge AI projects Be part of a growing and innovative ...

We are seeking a CrewAI expert to join our team on a freelance basis. As a CrewAI expert, you will be responsible for designing, developing, and deploying CrewAI systems for our clients. Responsibilities: Design and develop CrewAI systems for a variety of use cases Train and fine-tune CrewAI agents Integrate CrewAI systems with existing workflows Provide ongoing support to clients Qualifications: Experience with CrewAI Proven ability to design and develop AI systems Strong understanding of machine learning principles Excellent communication and collaboration skills Benefits: Competitive hourly rate Flexible work schedule Opportunity to work on cutting-edge AI projects Be part of a growing and innovative team To Apply: Please submit your proposal

Bonjour, Je recherche quelqu'un pour m'aider à créer des workflows pour scraper des sites français réputés pour être difficiles en scraping. Je démarre une nouvelle entreprise et je recherche donc des tarifs compétitifs pour créer ces workflows. Je recherche également une personne sachant travailler sur Octoparse Si vous avez l'expérience et les compétences pour ce projet, n'hésitez pas à me contacter. Merci d'avance pour votre attention et votre réponse.

... next is to build a complete project life cycle from customer to quotation to contract to project to delivery customer ( basic information - can have different projects - can have invoices - payments ) Project ( assign employees to proj. - basic info - location ) quotation ( basic info - has materials and services and their prices ) invoice( basic info ) Payments ( basic info ) ***some workflows need to be designed for approvals of quotations and invoices and employees requests regarding the mobile app. three users ( Admin - employee - Customer ) -admin can view ongoing projects ,payments ,reports , employees -employee ( view information and make requests for vacation , loan , etc.. ) also some employees are part of the projects which need for ex to enter basic info ab...

...development, centered around improving my workflow and data comprehension. Key Tasks: - Setting up MS Outlook for effective email management. - Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skills in website development and design. - Familiarity with Google Form creation. - Understanding of email campaign analytics. - Experience in performing sentiment analysis in...

...business operations and processes. The ideal candidate will be proficient in a variety of software and technologies, and have prior experience with CRM systems, email management and web development. Key Tasks: - Setting up Outlook & email management - Automating tasks with Zapier - Integrating CRM system - Developing an e-commerce website with specific features including: * User registration and login * Social media integration * Contact form * Image gallery * E-commerce capabilities - Creating a Google Form - Analyzing data with analytics - Performing sentiment analysis Desired Skills: - Strong proficiency in Outlook, Zapier, CRM systems, and Google Forms - Experience in e-commerce website development - Knowledge of data analytics and sentiment ana...

Project Title: EKLEEL - Serious Relationships for Marriage Overview: We are seeking a skilled UI/UX designer to create visually appealing and user-friendly mobile interfaces for ...that reflects the seriousness and integrity of the relationships our app intends to cultivate. Key Deliverables: User Interface design for all screens and user flows. User Experience enhancements, including interaction design and animation. Consistent theme and graphics that align with the app’s purpose. Adaptive design for various screen sizes and orientations. Application Workflow: Detailed workflows and user interactions have been outlined in a Miro board, which can be accessed via the following link: Miro Workflow Board. Please review this thoroughly to understand the scope and requirements o...

I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...

I'm seeking a Zoho expert based in Bucharest, Romania, who can assist with several tasks related to Zoho integration. Key requirements include: - Experience in Zoho Books integration and Zoho Creator app development. - Proven ability to implement Zoho One that supports 10-50 users. Additionally, the ideal candidate must have: - A strong capacity to customize workflows and automations within Zoho's ecosystem. - Hands-on experience integrating Zoho with various third-party applications. - Expertise in designing and providing reporting and analytics capabilities through Zoho. Looking forward to collaboratively creating a robust, efficient, and easy-to-use business platform.

Looking to convert a Symfo PHP CRM into a multi tenant SAAS system to onboard multiple clients at single instalation with subscription plans and billing. Demo of the CRM at More details on the requirements and onboard flow is aa follow 1. Create a landing page to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other. Single database multi tenant also can be done if less efforts. 5. Subscription packages based on per user billing and features

About Us ------------------------------------------------------ Our startup has 2 products - a lead management and a chat-based CRM platform and we are looking for a part-time software tester to help us achieve our software quality goals. Part-Time Tester ------------------------------------------------------ We are looking for a software tester to assess software quality through manual and automated testing for both our products. You will be responsible for finding and reporting bugs and glitches for our development team to fix. The role will be entirely remote, giving you the flexibility of working from home. Candidate’s Experience ------------------------------------------------------ The candidate will need to have at least 1 year experience designing, developin...

...Appointment Setter Industry: Finance Target Audience: Yes, specific demographic/industry Primary Goal: This question was skipped Skills and Experience Required: - Experience in appointment setting within the insurance industry - Strong communication and persuasion skills - Knowledge of insurance products and services - Ability to identify and target the specific demographic/industry - Proficiency in CRM software and lead generation tools - Proven track record of successful sales meetings or product demonstrations - Attention to detail and ability to handle general inquiries efficiently Project Description: We are seeking an experienced appointment setter to join our team. As a Finance company, our primary goal is to schedule sales meetings and product demonstrations wit...

I'm ...first. Promo Standards - Order Status 2.0.0 Here is the M2 site - nvspromo.com. You cannot place orders on but Yes, the customer orders on nvspromo.com. Orders are accessed when a client logs into their user account - it is connected to our Zoho CRM and they can see their order history. Those Orders however, do not have any sort of Order Status connected to them. We will need to add the Order Status from our CRM onto the Magento Orders. Ideal candidates should have significant experience in creating custom endpoints and a strong background in API documentation and Magento. A clear understanding of different API documentation styles is advantageous. Please highlight your relevant skills and experience in your bid.

I am in need of a proficient web developer who can tweak my personal business website. Here are my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightf...my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightforward and accessible. The target audience of this website is our existing clients, hence it is crucial for the freelancer to have a concrete understanding of user experience, ensuring that every feature implemented is user-oriented and effective in retention. Experience in CRM integration and web design is essential. Your main task would be to maximize user interaction while ensuring website efficiency, assisting us in enhancing client rela...

Our thriving commercial and window cleaning business is poised for expansion, and we're seeking an innovative recruitment strategy to attract and hire proficient cleaning technicians. We aim to scale our operations, grow our team, and enhance client acquisition. To achieve our goals, we require a specialist with a proven track record in...both traditional and digital channels for maximum outreach - Implementing screening and interviewing processes to ensure quality hires - Advising on best practices for onboarding and retention of cleaning staff The ideal candidate will have extensive experience in HR or recruitment, specifically within the cleaning or service industry. They should be adept at creating streamlined hiring workflows that align with our company values and gro...

I'm looking for a Pipedrive expert who can assi...pivotal to improving efficiency and efficacy in our sales team's operations. Key Responsibilities: - Customizing Pipedrive to suit our specific lead management requirements - Designing and implementing complex workflows within Pipedrive - Integrating Pipedrive with other tools to ensure seamless data flow and productivity Ideal Skills and Experience: - Proven experience in implementing Pipedrive for sales teams - Deep understanding of sales processes and lead management - Ability to create and implement complex workflows - Experience in integrating Pipedrive with other tools, such as CRM or marketing automation tools This is a critical project for us, and we're looking for someone who can help us lever...

I'm seeking an experienced developer who's capable of finalizing the 10 bot templates/workflows I already have on make.com. The templates need to be customized for my industry and connected to my Social Media account, google etc. They need to be fully tested and operational for handover and delivering what they are supposed to. Examples of existing workflows: (1) Identify trending SEO keywords and create google sheet (template in place but not customized and functioning yet) and create 3 articles/blogs with those key words (to be created). The rest are very similar.

Looking for a highly-skilled programmer with a solid understanding of Dynamics 365 Business Central for a broad scope of tasks. Here's what I need: I need to adapt dynamics 365 for a company specialized in construction and property renovations 1. Repo...specialized in construction and property renovations 1. Reports and Dashboards: * Develop insightful financial dashboards. * Create comprehensive inventory reports. 2. Customizations and Integrations: * Modify the user interface for a more tailored experience. The ideal candidate should have a proven track record in not just programming, but also customising, integrating, and automating workflows within Dynamics 365 Business Central. A strong understanding of financial data reporting and inventory management is nec...

I am in need of a custom CRM system tailored for my mechanic shop. - Customer Management: The CRM should be adept in managing customer information, including tracking customer service history and sending automated service reminders. - Appointment Management: A sophisticated calendar system with drag-and-drop functionality is crucial for effective scheduling. It should also have the capability to send automated email reminders and allow for easy rescheduling of appointments. I am looking for a freelancer who has experience in developing CRM systems, particularly for the service industry. A solid understanding of customer relationship management, appointment scheduling, and email automation is essential. Experience in working with mechanic shops or similar businesses...

I'm in need of a skilled developer or team, capable of creating a multifunctional AI system for a new solar energy business ...ensure cloud-based, anywhere access. Finally, the AI system needs to have integration capabilities, allowing seamless connection with existing software in the business environment: - CRM systems: To provide comprehensive visibility into customer engagement. - Energy monitoring systems: Need to integrate data for the most accurate results. - Billing systems: To streamline financial processes. Ideal freelancers would have previous experience in AI software development, with knowledge of predictive analytics, and a strong understanding of energy management and the solar industry. Familiarity with CRM, billing, and energy monitoring systems ...

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

...* Strong communication skills to collaborate effectively. * Already worked in the fitness/wellness industry (added advantage, not mandatory) * Strong knowledge of typography and color palette for right message delivery. * [Must] Commitment to confidentiality and willingness to sign an NDA. Deliverables: * Initial design of 10-20 screens (Design 60-80 screens for mockup apps based on provided workflows once 10-20 screen work is completed and we are satisfied). * Iterate on designs based on feedback and testing results. * Ensure consistency in design elements and user experience across all screens. * Figma and all the files. * Timelines to deliver the project If you're ready to contribute your skills to healthcare tech that believes in helping people achieve the right balanc...

I am seeking a freelancer to automate subscription management between Stripe and Active Campaign for my online coaching program. Th...Synchronization: New customers should be automatically added to Active Campaign upon subscribing via Stripe. - Welcome Email and First Steps: I need an automated process for sending a welcome email to new subscribers that includes: - Introduction to my coaching program - Access to online resources The ideal freelancer for this project should have: - Proficiency in setting up and managing automation workflows in both Stripe and Active Campaign - Experience with subscription management and customer onboarding - Strong communication skills to understand the specifics of my coaching program and translate them into an engaging welcome email and fi...

I'm looking for a competent freelancer to hel...and easily spot opportunities, hence your expertise in setting up sales pipelines is essential. My team is small and I anticipate no more than ten users. That said, the system should allow easy addition and removal of users, with minimal technical assistance needed. Finally on customization, I need basic changes done. These include layout adjustments, additional fields for more details, and workflows to ease operations. You should have extensive experience in Zoho Bigin system, specifically with these types of alterations. If you are a results-driven individual with a knack for clear communication and timely delivery, then this job could be a great fit for you. Please submit your bids and let's transform our lead and sale...

...service delivery. - **Work Order Management**: Maintain a clear overview of tasks assigned, completed, and pending. System Integration: - **CRM**: seamless integration with our Customer Relationship Management system, ensuring smooth communication. - **ERP**: Inclusion of Enterprise Resource Planning will streamline the overall management of resources and services. - **Inventory Management**: Incorporating Inventory management systems will enhance our ability to track and supply necessary resources. Ideal candidates should have experience with: - Developing Field Service Management Systems - Working with large numbers of users - Integrating systems like CRM, ERP, Inventory Management and Accounting Systems The successful freelancer will be able to provide a comprehensi...

I'm looking for a Korean speaking telemarketer who can help me in qualifying lead...this solution. Key tasks for this project include: - Making outbound calls to potential leads - Qualifying these leads based on their interest and requirements in cloud computing - Documenting these calls and the results in a CRM platform - Providing regular updates on qualified leads via phone calls The ideal freelancer for this project should have: - Prior experience in telemarketing, particularly in the IT solutions sector - A good understanding of cloud computing services / ITSM - Excellent communication and interpersonal skills - Proficiency in using CRM platforms for lead management Looking forward to receiving bids from freelancers with a proven track record in telemarke...

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I am in need of a customer relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, and lead management - Strong c...

I'm in need of a proficient Node.js developer for a project that involves Kafka. Here's an overview of what I'm looking for: The ideal candidate should have experience with: - Node.js - Kafka - Building, implementing, and debugging Kafka workflows Please get in touch if you can meet these requirements.

I made a wordpress custom theme. Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will know how to update someth...

I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.

I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship managemen...cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and possibly automate our processes for b...

I'm seeking an experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website is available in the customer data. ...

I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.