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    2,000 drupal zoho crm jobb har hittats, med prissättning USD

    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.

    $19 (Avg Bid)
    $19 Snittbud
    1 bud

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

    $4722 (Avg Bid)
    $4722 Snittbud
    2 bud

    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

    $191 (Avg Bid)
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    22 bud

    Vänligen Vänligen Registrera dig eller Logga in för att se mer information.

    Byte av CMS, Drupal till Wordpress. Arbetet går ut på att i Wordpress skapa poster genom att klippa och klistra från Drupal-sajten. Visitkort - klippa och klistra data. Spara ned bild från källa, ladda upp i WP och koppla. Välja kategori. Sidor - klippa och klistra data oformaterat. Lägga in rätt formatering manuellt (rubriker, fet stil, etc). Spara ned bilder från källa och ladda upp i WP, infoga på rätt ställe.

    $23 / hr (Avg Bid)
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    1 bud

    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.

    $8 / hr (Avg Bid)
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    2 bud
    Bygg en hemsida Avslutades left

    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.

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    13 bud

    Jag har pågående arbete relaterat till vårat tidigare projektFinish a Drupal site - Drupal Expert needed Saturday/Sunday!'

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    1 bud

    I am seeking an experienced Dynamics CRM 365 developer with Virtual Entity expirence. I have got few virtual entity tables link to Azure SQL database. One table has got 1:M relationship with another. In my form, I am trying to populate custom view in lookup field of this virtual entity lookup. I tried it in two different ways but it doesn't work. Method 1: I created fetchXML and link two tables, I get the result but issue is records don't filter in query. I tried this method with advance find as well, and again records don't filter according to criteria for virtual entity. in Advance find, if I try to select the columns from second table then I get error. Methos 2: I tried to create Fetch XML query and use addCustomView method. This method works if filter criter...

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    ...equipo de marketing para implementar estrategias efectivas de generación de leads y aumentar la visibilidad de la marca. Requisitos: -Habilidades excepcionales de comunicación verbal y escrita. -Capacidad para trabajar de forma autónoma y gestionar eficazmente tu tiempo. -Orientación a resultados y capacidad para alcanzar y superar objetivos de ventas. -Conocimientos básicos de herramientas de CRM y otras tecnologías de ventas. Beneficios: -Oportunidad de trabajar de forma remota, ofreciendo flexibilidad y autonomía. -Comisiones atractivas y bonos por cumplimiento de objetivos. -Entorno de trabajo colaborativo y dinámico. -Posibilidad de crecimiento profesional dentro de la empresa. Si estás buscando una emociona...

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    This is a Python-based project involving LinkedIn connections parsing using a cookie file. The target is to uncover and analyze mutual connections between my personal friend's list and a CRM file. Important Aspects: - The script needs to efficiently extract the full profile details of LinkedIn connections, including their names, job titles, locations, and industries. The data about any mutual connections between my friends and my existing client database is distinctly relevant. - I also need the parser to generate records of connections between my LinkedIn friends and contacts in my CRM. - I would require the output to be well-organized and easy to navigate. It should be exportable and storable both as a CSV file and an Excel spreadsheet. Ideal Skills and Experience: ...

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    CRM personalizat 20 timmar left
    VERIFIERAD

    Avem nevoie de un sistem foarte bine integrat de tip CRM ce trebuie sa contina urmatoarele: Introducere clienti Oferte - acestea sa se trimita automat prin mail si sms (integrare prin API sms la providerul nostru), acceptarea acesteia online Proforme si facturare - la fel trimsie prin sms si mail, plata online prin netopia (api detinut) Contracte - pe acelasi mod, se genereaza contractul in baza unui template apoi se trimite prin sms si mail, pe sms contine un link de la serverul nostru si il poate semna electronic Procese verbale Portal clienti - acces pentru clienti sa poata vedea programari, contractele semnate, facturi, adaugare de tiket, etc Ca exemplu este crm de la mefi OBLIGATORIU DIN ROMANIA, SE LUCREAZA DOAR CU ROMANI

    $3856 (Avg Bid)
    Framhäv Brådskande Sekretessavtal
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    23 bud

    As the project owner, I urgently require a skilled developer to help integrate my WhatsApp system with a cloud. The integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring t...integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring the following skills and experience to this project: - Familiarity and experience with WhatsApp and cloud integration - Strong knowledge in web-based platforms - Past experience in implementing the following functionalities: auto-responding to messages and CRM integration. This project is urgent, thus a quick turnaround time and reliability are key attributes I am looking for in a f...

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    I'm in need of a Zoho CRM expert to help me get started and make the most of this platform. I'm a beginner user and I have some specific goals in mind. Key Responsibilities: - Providing initial Zoho CRM training and guidance for a beginner. - Assisting with setting up and customizing the platform to align with my business needs. - Guiding and teaching me how to improve my sales process using the CRM. - Helping automate certain key business workflows through Zoho CRM. - Coaching on how to effectively manage customer relationships through the platform. The ideal candidate for this project would: - Have extensive experience using Zoho CRM. - Be an excellent and patient teacher, capable of explaining complex concepts in...

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    NETCheck es una compañía especializada en consu...tecnologías, con formación a tú disposición en nuestro campus online. • Compañía que apuesta por el uso de las tecnologías más punteras. • Buen ambiente de trabajo y apoyo constante. • Modalidad de trabajo: remoto. • Proceso de selección online. Requisitos ¿Cómo te imaginamos? Requisitos indispensables: - Tener, al menos, 8 años de experiencia en programacion con PHP en Drupal. - Dominar las tareas de administración, configuración de Drupal. - Contar con experiencia en migración entre sus distintas versiones, o desde otros CM´s (Wordpress). - Contar con experiencia en PHP, Javascrip...

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    Are you a skilled freelancer with a knack for finding the right users for innovative software solutions? We want you on our team! We're on the hunt for a talented freelancer to help us find 100 beta testers for our revolutionary all-in-one business management software, UnitaskerPro. With features spanning project management, CRM, HRM, payroll, recruitment, asset management, purchase management, and finance management, UnitaskerPro is set to transform the way businesses operate. To check, please visit our website at As a freelancer, your responsibilities will include: 1. Identifying potential beta testers within our target market. 2. Reaching out to businesses and individuals who could benefit from UnitaskerPro's comprehensive suite of tools. 3. Generating interest

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    I'm looking for someone to help me set up Zobot Zoho for my customer support team. Key Tasks: - Integrate live chat: I want my customers to be able to easily chat with our agents. - Implement automated ticketing: I need the system to efficiently create and manage support tickets. - Set up FAQ self-service: I'd like to reduce the workload on my team by having a self-service option for common queries. The ideal freelancer will have: - Proven experience in setting up Zobot Zoho - Strong understanding of customer support systems - Familiarity with integrating live chat and ticketing systems - Ability to create a user-friendly FAQ self-service interface - Excellent communication skills to ensure a smooth handover to my team. Please note that my team consists of 5-1...

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    Vibrant Online Shop Setup 6 dagar left
    VERIFIERAD

    ...experiences. - The shop should have secure payment options to ensure the safety of transactions. - Additionally, a CRM system to manage customer relationships would be beneficial for future marketing. Design: - I envision a vibrant and colorful design that resonates with our environmentally-friendly products. - The design should be lively and inviting, aimed at encouraging potential customers to explore the shop further. Ideal Skills and Experience: - Proven experience in developing e-commerce platforms, preferably with a focus on colorful and engaging design. - Proficiency in integrating and customizing features like product search, user reviews, secure payment gateways, and CRM systems. - Strong understanding of user experience (UX) design principles to ensure the sit...

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    Bonjour, Je recherche un professionnel pour faire la configuration du crm en créant un lien entre le formulaire d inscription de mon site au crm afin que je puisse recevoir toutes les informations dans le crm Merci

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    ...Integration: Enable seamless sharing of website content on social media platforms to expand reach and enhance virality. Requirements: Proven experience in website development, preferably with educational or informational projects. Proficiency in web development technologies such as HTML5, CSS3, JavaScript, and frameworks like React or Angular. Familiarity with CMS platforms like WordPress, Joomla, or Drupal. Strong design skills with an eye for aesthetics and usability. Excellent communication skills and ability to collaborate effectively with stakeholders. Portfolio showcasing relevant projects and achievements. Deliverables: Fully functional and visually appealing website meeting the project requirements. Documentation and training materials for content management and websi...

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    ...This project requires high technical competence in web design, social media management, automation, and CRM integration. Success in this role could lead to an ongoing relationship, contingent upon your performance and compatibility with our project goals. We also need the candidate to be able to Create a Logo and Branding for the company that will fit our concept. We are looking for someone creative and a true visionary. Must be fluent in conversational English. **Key Website Features:** - **Credit Repair Cloud Integration**: The website must integrate seamlessly with Credit Repair Cloud, using Zapier for automation. - **CRM Integration**: Ability to synchronize with our current CRM system, Active Campaign, though I am open to recommendations for alternative CR...

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    I need a true professional to create a 50-page website for the start of business. This site will be primarily informational that targe...(CMS) is required. - A clean, modern look is essential for this project. I'm after a custom design that still makes information easy to find and absorb. It should complement the serious, professional tone that I wish to set for site visitors. Ideal Skills and Experience: - Proven track record of designing and developing informational websites. - Extensive experience in CMS such as , Joomla or Drupal. - Ability to create a clean and modern design. - Prior experience with projects targeting industry professionals would be a big plus. Please submit your proposal with links to examples of your previous work that showcase similar aesthetics and...

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    CRM Development 6 dagar left
    VERIFIERAD

    As a Vietnamese business owner, I'm searching for a skilled team or company experienced in CRM development. The CRM needs to include: - Customer Management: Efficient tracking and managing of customer information and interactions. - Sales and Lead Tracking: A system to follow and nurture vital sales leads. - Reporting and Analytics: Particular attention on Sales reports and Customer performance reports is required. These should provide in-depth insights into our company's operations and customer relations. - HRM: An integrated Human Resources module for simplified internal management. - Financial and Accounting: Seamless recording and tracking of all financial transactions and accounting essentials. - Utilities: These may vary so the system should be built with sca...

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    Odoo B2B Sales & Marketing 657 dagar left
    VERIFIERAD

    I'm looking for an entry-level Odoo developer to help me implement my B2B sales and marketing strategy. Key Components: - Essential CRM integration: The chosen freelancer should be well-versed in how to seamlessly integrate our CRM system within Odoo, ensuring that all our sales and marketing data is centralized in one location. - Email Marketing Automation: Automation is at the heart of modern marketing tactics. I am looking for a developer who has the necessary skills to set up effective email marketing automation within the Odoo platform. - Lead Tracking and Management: A proficient understanding of lead tracking and management is necessary for this project. The freelancer should be able to implement a system that can keep track of leads, their interactions, and f...

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    ...realizar las siguientes actividades: - Llamadas a clientes potenciales. (Asignamos telefonia IP). - Atención a prospectos calificados. - Realizar BRIF de Eventos. - Presentación de Propuestas Comerciales. - Atención y seguimiento de Propuestas. - Conseguir cita de Venta. OFRECEMOS: - Salario Base Mensual: $200 USD - COMISIONES por resultados. Trabajar desde Casa. - Acceso a plataformas como: CRM, Telefonía IP, WhatsApp, entre otras. INDISPENSABLE: - Sexo Femenino. - Facilidad de Palabra. - Habilidades de Ventas. - Conocimientos en Mercadotecnia, Publicidad, Comunicación, Relaciones Publicas, Ventas o Afín. - Equipo de computo con camara en buenas condiciones. - Disponibilidad de Horario: Lunes a Viernes de 9:00 a 2:00 pm y de 4:00 a 7...

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    Zoho Creator Order Management App 6 dagar left
    VERIFIERAD

    I need a dedicated expert to complete an order management application using Zoho Creator. The App is 75% completed by a former freelancer who has gone MIA. The application manages Mobile SIM Card ordering and ongoing support. The system is integrated with Zoho WorkDrive, Zoho CRM and Zoho Desk presently, however the Zoho Desk integration for the submission and updating of support requests seems to have some errors. The application is integrated to our soft switch to provide a testing function which I will go into more detail about with the successful freelancer. This has currently been tested through API integration to Enswitch, however needs finishing. We need further integration to our carrier/s through API for ordering, updating and cance...

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    I currently use Notion as my CRM platform and I'm looking for a skilled developer who can integrate Twilio or OpenPhone into my Notion account. This integration will enable me to make calls, send SMS, and receive calls and SMS notifications directly from within Notion. Dummy data for my CRM can be found Below for your use in Development. Feel free to suggest improvements. Dummy Data: Key Functionalities: - Making calls: The integration should allow me to make calls directly from within Notion, eliminating the need for a separate phone application. - Sending SMS: In addition to calls, I need to be able to send SMS to my contacts directly from Notion. - Receiving calls and SMS

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    Brådskande
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    I require a Zoho One professional to help me with the implementation and customization of several key applications. - Primarily, I need assistance with Zoho CRM. The focus here will be on sales automation to enhance our overall sales process. - Additionally, I require support with Zoho Books. I aim to make the most of the financial management capabilities this application offers to streamline our business finances. - Lastly, I'd like to maximize the use of Zoho Analytics to help us gain better insights and make data-driven decisions. The ideal candidate for this project should have: - Proven experience in implementing and customizing Zoho One CRM, Zoho Books, and Zoho Analytics. - A strong understanding of sales auto...

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    I am looking for someone with proven experience in setting up and managing Apollo campaigns and integrating it with HubSpot. and creating Hubspot sequence Key Project Goals: - Drive Sales: The primary objective of th...integration of Apollo with HubSpot is crucial for our tracking and lead management. Ideal Skills & Experience: - Extensive experience with Apollo campaign management. - Proven track record of driving sales through campaign activity. - Prior experience in the recruitment industry is a big plus. - Ability to understand and tailor campaigns to specific audiences. - Proficiency in HubSpot or similar CRM and experience in its integration with Apollo. I'm looking for a focused and results-driven professional who can hit the ground running and help us achieve...

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    ...Pensador estratégico con capacidad para analizar datos, identificar tendencias e implementar estrategias de crecimiento para campañas de marketing digital. 5) Excelentes habilidades de comunicación, con competencia en la creación de contenido atractivo que se alinea con la misión de nuestra clínica y la filosofía de atención al paciente. 6) Experiencia en la gestión y configuración de sistemas CRM (Activo) 7) Comprensión de KPIs y sistemas ágiles mediante pruebas AB. Compromiso: Estamos buscando un socio a largo plazo dispuesto a dedicar al menos 25 horas a la semana para elevar la huella digital de nuestra clínica. Este puesto es ideal para un especialista en marketing digital que bu...

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    We are in need of a skilled developer who has experience with both react js or angular as well as Flutter. The ideal candidate will be able to handle specific tasks for the project as well as provide ongoing support. The timeline for this project is less than a month. Skills and E...as well as provide ongoing support. The timeline for this project is less than a month. Skills and Experience: - Strong proficiency in React.js and - Experience with Flutter - Ability to handle specific tasks and provide ongoing support - Time management skills to meet the project deadline 1 great knowledge react js or angular and flutter 2 experience minimum 3 year 3 done any Erp and crm software 4 we can pay per hour 3 or 5 usd in a month200 to400 hours in a month 5 good knowledge Api integrat...

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    I am in search of a proficient Zoho Canva specialist who can assist me in graphic design and template creation. The design style should be minimalistic and clean, aligning with my company's branding. Key Tasks: - Designing custom templates on Zoho Canva - Ensuring a consistent style throughout templates - Focus on minimalist and clean graphic design These templates are intended exclusively for internal systems documentation. It would be beneficial if you have previous experience designing templates for software documentation or internal resources. Ideal Skills: - Prior experience with Zoho Canva - Proficient in graphic design - Experience with minimalistic design styles - Adept at creating documentation templates

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    I am in urgent need of skilled developers to create a web-based CRM system. The details of the industry this CRM will serve will be shared in further discussions. Ideal Skills and Experience: • Proven CRM development experience • Good command of web-based applications • Ability to deliver in a short timeline Timelines: Immediate start with a goal for as quick a completion as possible.

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    Asesor de Ventas 6 dagar left

    Hola, Buscamos a una persona que se una a nuestro equipo de Ventas para trabajar remoto realizando ventas en Centroamérica. Las funciones serían: Prospectar, buscar nuevos clientes y cerrar ventas Coordinar demostraciones con clientes Realizar cotizaciones de acuerdo a las necesidades del cliente Si un cliente acepta la venta coordinar siguientes pasos con el equipo Utilizar la herramienta CRM Trabajar en equipo con los departamentos involucrados Realizar reportes de ventas Cumplir con las metas de ventas asignadas. Requisitos: Estudiante o Graduado de la Universidad en carreras Afines Experiencia en ventas B2B preferiblemente productos digitales Pasión por las ventas Laptop con cámara, celular y buena conexión a internet Se paga salario base ...

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    BILINGUAL WORDPRESS SITE that includes a basic CRM to manage content (in the form of products or services) and users. Once authorized users log in, they will be able to view specific info not shown publicly on the website. Web users must log in to view specific content. Admin should be able to assign what content may each user view. You must copy content that is available on a specific website I will provide you to this new WordPress site and adapt it to the image provided on the project I will send you before I select a freelancer. Website fully optimized for Mobile and Table View. URLs must follow a specific structure (view on slide 4 of the project). Once the project is completed, uploaded to my server and fully working the project will be paid in full. To secure your payme...

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    Hola, Me gustaria una app tipo identificador de llamadas, tengo una base de datos con los datos de mis clientes, quiero que cuando me llamen la app busque en la base de datos y me muestre en el movil los datos del cliente, tambien la app en ese momento de la llamada entrante debe enviar un notificación a una CRM (de esto otro programador puede hacerse cargo).

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    Ecommerce CRM Software Development 6 dagar left
    VERIFIERAD

    We are seeking a talented and experienced developer to create a comprehensive Customer Relationship Management (CRM) system tailored for our e-commerce business that specializes in photocopier toner inks. The system will consist of both a mobile app and a web application. The primary goal is to enhance our ability to track and analyze sales data effectively and efficiently on multiple time scales (daily, monthly, yearly). Key Features Required: Sales Tracking: Ability to log and review sales data segmented by day, month, and year. Product Specific Fields: Custom fields to input specific data for each product, including machine make and model. Customer Purchase History: Detailed records of each customer's purchase history. Reminders: Automated reminders for follow-ups or cruci...

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    Odoo ERP Migration & Customization 6 dagar left
    VERIFIERAD

    ...version 13 to the latest version - Customize the ERP to include: - A proper accounting system - Human resources management - Custom report generation - Inventory management - CRM integration - Implement Odoo e-commerce to replace my existing WooCommerce. The e-commerce should: - Offer the same functionality as Woo Commerce - Have inventory management based on the warehouse location Ideal Skills: - Proven experience with Odoo ERP migration - Deep knowledge of Odoo customization - Skilled in building and customizing Odoo e-commerce platforms - Expertise in inventory management and CRM integration - Strong background in accounting systems and human resources management Prior experience in similar projects and good communication skills are highly ...

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    ...implementation of Odoo for my small business. The ideal candidate will have expertise across multiple Odoo modules and a proven track record in implementing and optimizing Odoo for small businesses. Key Responsibilities: - Integrate and optimize Odoo across Sales and CRM, Inventory and Warehouse Management, Accounting and Finance, and Human Resource modules - Ensure the Odoo system is user-friendly and efficient for a small team of 1-10 users Ideal Skills and Experience: - Strong understanding of Odoo modules, particularly in Sales and CRM, Inventory and Warehouse Management, Accounting and Finance, and Human Resource - Proven experience in Odoo implementation and optimization for small businesses - Ability to deliver a system that is user-friendly and efficient for a s...

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    As a growing business, I'm looking for someone who can help me develop a CRM using ERPNext or any other better software. The project should be tailored to meet the needs of a small sales team, numbering between 1 to 10 users. It includes manufacturing , POS, Payrol, Purchases and Sales etc. A brief about our company. 1. We buy Yarn. 2. We use the yarn to manufacture Fabric. 3. Then the fabrics come to stores. 4. From stores they go to multiple small garments. 5. From the Garments they come back to stores. 6. At stores, we check QC, Ironing, Packing, labeling, etc. 7. From stores they come to Retail shops. 8. From the shop we sell to customers. 9. POS system needed chich includes Discounts and Loyalty point for customers. 10. The POS should be able to input customer details ...

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    Knowledge of technology required -> Frontend: ReactJS or Vue.js or AngularJS Backend Language: PHP Framework: Laravel Database Modeling: MongoDB, PostgreSQL, MySQL We want to create a CRM app with MERN/MEAN stack or Laravel and JS.

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    I'm currently in need of 2 mid-level sales representatives ...need of 2 mid-level sales representatives to aid in the sale of advertising space for my online newspaper. This is a Commission only job but it could prove quite lucrative for the right candidate. Key Responsibilities: - Approach leads with provided information about our platform, and services. - Maintain and grow existing client relationships. - Close sales and achieve quarterly targets. - Update CRM with customer interactions and transactions. The ideal candidates for this project would have: - Proven experience in sales - Understanding of the advertising industry is a plus - Ability to work independently and collaboratively - Excellent negotiation and communication skills - Strong organizational and time-manag...

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    I'm in need of an experienced HubSpot expert to help me with the following tasks: - HubSpot CRM Implementation: I am looking for support in setting up the HubSpot CRM system. This includes configuring the CRM to match our specific business needs and ensuring seamless integration with our existing systems. - Marketing Automation Setup: It's important for us to optimize our marketing efforts by setting up effective automation within HubSpot. The ideal candidate should have a strong understanding of marketing automation best practices and be capable of implementing them within our HubSpot account. - Landing Page Development: We're looking to streamline our lead generation process by creating attractive and high-converting landing pages in HubSpot. The fr...

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    Zoho CRM Dashboard Customization 5 dagar left
    VERIFIERAD

    I am currently in need of a Zoho specialist who can help in customizing reports and dashboards of my CRM software. To be successful with this project, you should: * Possess in-depth knowledge of Zoho CRM * Have a track record in creating and customizing dashboards * Be skilled in data visualization and reporting Your main task will be to enhance the current system, adjusting and customizing our CRM reports and dashboards to improve efficiency and the decision-making process. Expertise in Zoho CRM is vital to ensure seamless workflow. Preference will be given to those who have completed similar projects before.

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    Hi, I need to Connect each user to their microsoft outlook account. The goal is to be able to create tasks on Perfex and also show them on their Outlook calendar. For each user (about 10 at the moment) they will need to be able to link their account in my current Perfex CRM installation. In the CRM the user need to set up his account through a step by step procedure. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. I'm looking for a developer who can create a module where I can plug & play to my Perfex Installation.

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    Hi, I need within the sales sections (proposals, quotes, invoices), in Tasks and Customers create a data filtering interface, similar to what has already been done for Leads (see ). This interface is generated by a module I've purchased in my current Perfex CRM installation, I need a developer who can replicate it in the sales sections. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. The data I need to be able to filter for these sections respectively are as follows: a. Proposal - Date (range field) Valid up to (range field) Network Qtà vetture totale (range field) Agente di vendita Status b. Estimate - Date (range field) Expiry Date (range field) Network Qtà vetture to...

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    Hi, I need to link various data between sections in my current Perfex CRM installation. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. I've attached an explanatory excel where you can see what data is to be shown in other sections of the CRM. (CRM ) Below you can see what data need to be sync in the Perfex CRM. 1. When creating a Lead-related Task, copy the data [Address] [City] [Description] 2. When creating a Proposal related to the Lead, copy the data [Network] In CRM I created a custom Network field (multiselect) for Leads and Customers and the same field within Proposals as well. When creating a proposal associated with a lead or customer the Networ...

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    ...critical to my marketing strategy. - **Integration:** The landing pages should be integrated with: - Email marketing tools for effective lead nurturing and communication. - Social media platforms for enhanced reach and engagement. - CRM software for efficient lead management. - WordPress, as the platform of choice for this project. Ideal Skills and Experience: - Proven experience in WordPress development, especially in creating landing pages. - Proficiency with integrating third-party tools and platforms like email marketing, social media, and CRM. - Strong understanding of lead generation strategies and best practices. - Ability to manage a large volume of landing pages efficiently and effectively. - Excellent communication skills, as I prefer to discuss the proj...

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    ...marketing goals. This includes promotional videos, how-to guides, and customer testimonials. CRM Integration: Assist in integrating email applications with our CRM system to streamline our marketing efforts and enhance customer service capabilities. Customer Service: Provide support in managing customer inquiries and feedback through our digital platforms, ensuring a high level of customer satisfaction. Requirements: Proven experience as a digital marketing agency with a strong portfolio in Social media marketing, Google Ads, and video content creation. Excellent command of English, both written and spoken, with the ability to produce clear, persuasive, and grammatically correct content. Experience in CRM integration, particularly with email applications. A...

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