How to use vtiger crmJobb

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

Customer portal fields inter-dependency

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.

I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.

Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.

I'm currently seeking a talented logo designer who can create a minimalist logo that will be used across my website, printed materials, and social media. The primary color scheme for the logo should be black and white. This is to ensure the logo is versatile and can be easily incorporated into various mediums. Experience in creating versatile, minimalist logos that can be used in a variety of digital and print formats is a plus. In summary, the requirements for this project are as follows: - A minimalist logo design - Suitable for website, printed materials and social media - Primary color scheme should be black and white

Project Title: AI Image Processing for User Face Image with Clothing Overlay I am looking for a freelancer who can utilize AI technology and image processing to create a single image that combines a user's face image with clothing overlay. The specific requirements for this project are as follows: AI Technology: - The freelancer should have expertise in image processing techniques to achieve the desired result. API Preferences: - There are no specific API preferences, and the freelancer can use their discretion in selecting the most suitable API for the task. Final Output: - The final output should be a single image that contains the user's face image with clothing overlay. - The clothing overlay should include a t-shirt from a second image and pants from...

...Strategies & Planning: - Conducting thorough market research and analysis to identify opportunities and risks. - Competitor analysis to develop strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strategy development, planning, and execution. - A strong background in sales team management. - Proficiency in CRM software, spreadsheets, a...

...developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating systems smoothly and efficiently. - Urgency: Able ...

...English via video) to do some tasks for my agency, such as: Social media Content editing or creating CRM management Email marketing Writing an ebook Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over. Attention to detail. Common sense. This job will part-time as a test period, after that it will be full-time. First, there is a task I’ll give as a test. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD (how many...

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I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integ...

I'm in need of a professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our o...professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our onboarding process - Improve our lead generation process Key Tasks: - Develop and implement a strategy for CRM integration between HubSpot and Sheets - Optimise the use of HubSpot features with Sheets integration The ideal person for this task should have proven experience with HubSpot, excellent understanding of CRM systems, and an ability to streamline processes for optimal efficiency. Capability to troubleshoot and resolve any issues that may ari...

I'm looking for a skilled graphic designer who can adjust my logo to fit specific dimensions of 50.8mm (height) and 20mm (width) with high density, suitable for both print and digital use. The final version of the logo should be available in JPEG, PNG, SVG, and ai formats. Key Requirements: - Adjust the size of the logo to 50.8mm (height) and 20mm (width) while maintaining visual integrity and enhancing the density for crisp display. - Deliver the adjusted logo in high resolution, suitable for both print and digital use. - Provide the final logo in JPEG, PNG, SVG, and ai file formats. - Ensure the logo is visually appealing and professional, reflecting the original branding. Ideal skills and experience for this job include: - Proficient in graphic design ...

Need 2 hours tutoring. I have a wix website and I want to understand how to add and remove blogs on the wix website. please let me know the price for 2 hours tutoring.

...integrations to vTiger CRM. The main features the extension should have include: - CRM Integration: The extension should seamlessly integrate with vTiger CRM for maximum efficiency - Contact Synchronization: It should be able to synchronize contacts between Outlook and vTiger CRM - Lead Generation: The extension should support lead generation functionalities with vTiger CRM - Email Tracking: Ability to track emails in Outlook that are related to data in vTiger CRM The ideal candidate for this project should have: - Experience in developing Outlook extensions - Proficiency with vTiger CRM - Strong background in CRM integrations - Excellent understanding of lead...

I'm looking for a skilled developer to help us in creating a seamless connection between Wufoo (form builder) and our CRM Hirehop, using their respective APIs. Ideal Skills and Experience: - Proficient in working with APIs - Solid experience in integrations between Wufoo and CRMs - Skilled in real-time data synchronization - Familiar with creating triggers for data transfer Key Deliverables: - Set up a real-time synchronization process between Wufoo and Hirehop - Ensure that only 'Order Details' data is transferred - Create a trigger for data transfer upon form submission on Wufoo Prior to responding please take a look at the HireHop API documentation here:

I'm seeking a skilled developer to integrate a pixel into my WordPress website that collects the names, emails, and phone numbers of leads in real-time as soon as they visit a specific page. The collected data should be simultaneously sent to GoHighLevel (GHL) CRM for automated text and phone call follow-ups, as well as to an Excel sheet for manual review and further action. Key requirements: - Pixel Integration: Develop and implement a pixel solution that captures lead data. - Real-Time Collection: Ensure the system collects data instantly when a lead lands on the specified page. - GoHighLevel (GHL) Integration: Connect the system to GHL for automated text and phone call follow-ups. - Excel Integration: Enable the system to send collected le...

Jsme malá, ale rychle rostoucí výrobní firma, která má pro monitorování procesu výroby svou interní aplikace napsanou v C# Core. Jelikož nám "odcház...firma, která má pro monitorování procesu výroby svou interní aplikace napsanou v C# Core. Jelikož nám "odchází" náš vývojář, hledáme za něj náhradu. Jedná se o dlouhodobou spolupráci v trošku nepravidelném rytmu. Je to tedy vhodná pozice jako výplňovka ke své práci. Koho hledáme: - seniornějšího vývojáře s pílí dělat i sprá...

I'm looking for an exhaustive list of Australian gym owners, with a focus on capturing between 100 to 500 individual records. The data needed includes, but not limited to: - Owner's Email Address - Gym's Name - Gym's Website Ideal candidates for this job are experienced data miners and researchers. Having a good understanding of the Fitness industry would be beneficial. Strong attention to detail is paramount, ensuring accuracy in data collection and entry. Additionally, demonstrating respect for privacy laws and guidelines, including GDPR, is essential. Experience with spreadsheets and CRM systems would be advantageous. Gyms must be privately owned only, non franchise. Offer Personal Training. Boutique Exclude: Category - Fitness Equip...

...developer to integrate a Dental CRM software and Voiceflow. Here's what I need: - Integration with Dental CRM: I want the patient data in the CRM to be synchronized with the chatbot we're building. - Integration with Voiceflow (chatbot builder): This part is slightly more complex. I need an integration that allows for booking and managing appointments, authorisation, as well as the ability to retrieve or create patient profiles. The goal is to build a chatbot that visitors to the website can interact with to book, reschedule, or cancel appointments. Automated messages to confirm changes will also be needed either through SMS or email. Ideal candidates will have experience in API integration, especially...

I'm in need of a professional who can create a CRM system that's specifically aimed at automating our sales process. Furthermore, this system should be integrated with various marketing management features as detailed below. To ensure seamless operations, the CRM system should be able to integrate with a third-party app via API. Key responsibilities include: - Building a CRM system that focuses primarily on sales process automation - Ensuring the CRM system is well integrated with Email marketing, Social media campaign management, and SMS marketing - Seamless integration with a third-party app through an API Ideal skills and experience: - Proficient in CRM development, with a particular focus on automation - Strong background i...

As part of an ongoing cold email outreach projet, I am looking to effectively move information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead statut to Airtable There is around 3K leads. Ideal freelancers will possess a solid understanding of cold outreach, sales funnel and CRM. Campaigns are in French.

I need an experienced writer to craft a formal text for my personal use. The text will serve as an introductory material for my company. It's crucial that the writer I work with has a strong background in formal writing. Experience in crafting texts for personal use would be a great asset. The text will represent my company so it's important that it's engaging and professionally written. Key skills and experience required: - Proven experience in formal writing - Crafting texts for personal use - Understanding of corporate communications - Strong communication skills

...skilled developer who can integrate Stripe payment into our current CRM system, which has an open API. The main function of the integration will be to track payments. Key Responsibilities: - Integrate Stripe payment system into our CRM - Ensure seamless payment tracking functionality - Testing the integration to ensure it's functioning correctly - Provide documentation on how to use the integration Ideal Skills and Experience: - Proficient in using Stripe APIs - Experienced in integrating payment systems into existing systems - Familiar with CRM systems and how they interact with external APIs - Strong problem-solving skills and attention to detail If you possess these skills and have prior experience in simil...

...experto en Vtiger CRM para unirse a nuestro equipo. El candidato ideal deberá tener amplia experiencia en la implementación, configuración y personalización de Vtiger CRM para satisfacer las necesidades de nuestros clientes. Será responsable de colaborar en el diseño, desarrollo e implementación de soluciones basadas en Vtiger CRM, así como de brindar soporte técnico y capacitación a los usuarios. Responsabilidades: - Implementar, configurar y personalizar Vtiger CRM según las necesidades de los clientes. - Colaborar en el diseño y desarrollo de soluciones basadas en Vtiger CRM. - Brindar soporte técnico a los usuarios y resolv...

1. Issue Rural commodity growers face challenges in accessing markets due to high air and sea freight costs. To support these farmers and producer groups, our organization provides upfront funding for freight expenses. However, the existing process lacks a robust database system with simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tracking and Reimbursement: Record tran...

Gestion de leads, campañas automatizadas de whatsapp y email marketing. Generación de plantillas HTML para email y landing pages con IA (chatgpt) Html Builder para edición de plantillas Creación de plantillas de mensajes de whatsapp con api de meta whatsapp. Calendarización de envíos. Automatización de mensajes de whatsapp Calendario de correos y whatsapps. Embudo de ventas (creación de landings, listas de contacto) Seguimiento de leads (envío de email personalizado o whatsapp) Cambio de status de los leads Configuración de Agentes Virtuales con whatsapp. Almacenamiento de archivos en Azure Storage Ya existe una base de modulos y código en github

...education to develop an engaging seminar for college students. The aim is not only to build upon their basic understanding of AI, but also to highlight its ethical usage in an academic context and potential repercussions of AI-enabled cheating. Your responsibilities will include: - Creating a comprehensive presentation that explains AI's role in research and data analysis. - Demonstrating how AI can be used effectively for school purposes while also maintaining academic integrity. - Addressing the possible consequences of AI cheating in a straightforward and memorable way. Ideal candidates should have: - A solid background in AI and a deep understanding of its application in education. - Proven experience creating engaging educational content for a col...

I’m looking for a doodle drawing commission to include some elements of my family life. Doddle protrait to include a few of each of the below, maybe interacting some how. The idea is to use this as a print to go onto a vinyl wrap. I need to be able to replicate the image supplied and piece them together to created a large wrap. Thanks. Challenger 2 tank Royal Tank Regiment symbol Fire Engine Firefighter Skydiver Motorbike Camper van Classic mini car Volkswagen t3 van Vw crafter 2019 van Lady graduating in the gown Husband and wife 4 children, 3 boys 1 girl Tent Beach Staffordshire bull Terrier ( white face, brown patch over the right eye) Cockapoo Black and white tabby cat

I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already offer similar services.

I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our proje...

I'm in need of a skilled individual who is proficient in blockchai...balances and activities. Key Requirements: - Proficiency in blockchain analysis, particularly on the Arbitrum blockchain - Ability to identify patterns and trends in transactions - Proficient in analyzing wallet balances and activities Deliverables: - A comprehensive report that includes methodology, analysis, and conclusion - The report should be presented in a combination of written format and visual presentation (charts and graphs) Please note that I will provide you with access to the necessary pages and data on Arbiscan. Your task will be to fetch data, analyze it, and present it in a detailed, yet accessible manner. If you are able to deliver this work to a high standard, ...

I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.

We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. Responsibilities: Collaborate with our CRM team to understand our current processes and requirements. Conduct thorough research and gather necessary information. Write detailed, step-by-step instructions and guidelines for various CRM processes. Ensure documentation is easy to understand and follow for both new and experienced users. Organize and structure the content logically for effic...

...this platform is to enhance customer service on business and educational websites. In order to effectively address this requirement, the chatbot should be AI-powered. Key Requirements: - Development of a customizable chatbot SaaS platform: The chatbot needs to be easily adaptable and integrable for both educational institutions and businesses. - AI-powered Chatbot: The chatbot should be equipped with AI capabilities to facilitate efficient and effective customer service. - Integration Capabilities: The chatbot should seamlessly integrate with CRM software for customer management and live chat support. Ideal Skills: - Proficiency in chatbot development, particularly SaaS platforms. - Expertise in AI and machine learning to deliver an AI-powered...

...for small businesses, including CRM, marketing automation, graphic design, and print solutions. Our goal is to streamline operations and drive growth with smart, reliable, and professional tools. Design Guidelines: Concept and Style: Modern and Professional: The logo should reflect a contemporary and professional look. Innovative and Smart: Emphasize the innovative and intelligent nature of our automation solutions. Fluidity and Flow: Incorporate elements that suggest smooth operations and efficiency. Color Palette: Primary colors: Consider using blues, greens, or grays to convey trust, innovation, and reliability. Accent colors: Orange or silver can be used as accent colors to add vibrancy and modernity. Typography: Choose clean, modern fonts that are ea...

Hi Faisal F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

...System **Description:** We are seeking an experienced freelancer to develop and implement a robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneously. - Integrate a basic CRM to manage and search client in...

I need an experienced writer to craft a formal text for my personal use. The text will serve as an introductory material for my company. It's crucial that the writer I work with has a strong background in formal writing. Experience in crafting texts for personal use would be a great asset. The text will represent my company so it's important that it's engaging and professionally written. Key skills and experience required: - Proven experience in formal writing - Crafting texts for personal use - Understanding of corporate communications - Strong communication skills

I'm in need of a skilled WordPress plugin developer who can create a WordPress plugin for me. The plugin will be used to integrate Gravity Forms with our custom SaaS CRM. Key Requirements: - Integration of Gravity Forms with a custom SaaS CRM: The plugin should seamlessly connect the data collected from Gravity Forms to our custom CRM system - Urgent Timeline: I need this project done ASAP, so I'm looking for someone who can commit to this timeline Ideal Skills and Experience: - Proven experience in WordPress plugin development - Strong knowledge in integrating WordPress with external systems - Familiarity with Gravity Forms and CRM systems. It's beneficial if you have worked with custom CRMs before, though not mandatory

I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization a...

Currently, I'm using Fluent as my email service provider and need a professional to automate our newsletter and welcome emails. We're a small company with less than 1000 subscribers, looking to improve engagement. Desired Skills: • Fluent CRM proficiency • Email marketing expertise • Experience with automation of newsletters and welcome emails Responsibilities: • Setting up automation for newsletter and welcome emails • Training our team on how to maintain and update these automated systems Only serious freelancers with solid references are encouraged to bid. Please include evidence of similar projects undertaken in your proposal.

Develop an WhatsApp bot to sell to our clients, based in IA chat and voice like Twillo, with Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER CALLS DETECT FROM AND Customer or not. 3 Hello Mr (name of the client) , how are you? 4. Hello, we have verified that you are not yet our Client 5 . What do you intend. 6. Speak to Our Commercial Department: Technical department Another subjects. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.

I'm looking for a highly skilled developer to construct a well-integrated business portal for me, which includes website and apps for both Android and iOS. The portal should be able to efficiently enhance productivity and streamline business processes. Crucial components to be developed include: - Customer Relationship Management (CRM) with key features such as contact management, sales forecasting, and lead management. - Enterprise Resource Planning (ERP) with essential functions such as inventory management, order management, and supply chain management. - Financial and taxation modules. - Human resources and marketing modules. - Service and productivity modules. An ideal person for this job should have: - Proven experience in creating and managing b...

...team to handle an array of tasks related to our WordPress website, social media, and lead generation. The ideal team should have at least 5 years of experience and be able to work on the following areas: - **WordPress Website:** - Designing and creating web pages - Adding and managing content - Optimizing website performance - **Social Media and Digital Media:** - Posting videos and content on Instagram, Facebook, LinkedIn, and Ticktok - Engaging with the audience - Implementing effective strategies for lead generation - **CRM Management:** - Proficient in Odoo CRM - Maintenance and regular updates - **IT Matters:** - Handling all IT-related matters for our business The project needs to be completed on an ASAP basis. The t...