Open source crm asteriskJobb

Se busca experto de Bitrix24 tanto para este trabajo como para futuros. (implementación de flujos de trabajo, configuración de automatizaciones, CRM, conexiones API, desarollo de módulos personalizados). Actualmente se tiene instalado el Bitrix24 en premisa. Problema actual: Cuando se entra con el empleado1, se va a Compañia > Empleados y clica sobre imagen de algún otro empleado2, se abre la pantalla del perfil de ese usuario con un menú superior de "General - Tareas - Calendario - Drive - Noticias". Después si se clica sobre "Tareas" o "Calendario" muestra todas las tareas del empleado2. Se busca: Poder restringir el acceso de que un empleado pueda entrar y ver las tareas, calendario, noticias...

Need someone to help me find an open source python large language model to summarize statistics in a JSON payload

Agencia de viajes de Valencia, España, busca teleoperador/a de habla hispana, localizado/a en España preferentemente. Se valora conocimientos de geografía de España y turismo. Conocimientos de telemarketing, usuario de CRM y valorable gestión Redes Sociales. Trabajo a distancia. Jornada flexible parcial por horas, sobre todo mañanas (hora de Madrid). Proporcionamos medios técnicos y formación. Pago por horas, bonus por objetivos. web:

...system with advanced customization, ensuring it aligns perfectly with my business needs. - Develop and integrate custom apps and necessary tools for a seamless workflow and enhanced user experience. - Integrate Zendesk with my CRM software, e-commerce platforms, social media channels, and Ring Central. Ideal Skills & Experience: - Proven track record in setting up Zendesk and customizing it to meet specific business requirements. - Proficiency in developing custom apps and integrating them seamlessly with Zendesk. - Prior experience in integrating Zendesk with CRM software, e-commerce platforms, social media channels, and Ring Central. - Strong communication skills and a collaborative approach to ensure the project's success. If you have a passion for customer...

I'm currently using EspoCRM version 7.2.7 and I'm looking for an expert to assist me in migrating m...post-migration. Ideal Freelancer: - EspoCRM Expertise: I'm looking for a professional with a strong track record of working with EspoCRM, particularly involving migration projects. - Server Administration: Proficiency in managing the new server installation is crucial for this project. You should be able to set up the server correctly, ensuring the CRM works seamlessly post-migration. - Customization Skills: Experience in handling customized CRM instances is a big plus. You need to understand how to transfer these changes without any loss in functionality. Please provide any relevant previous work or certifications that demonstrate your experience with EspoCR...

...of specific features: The new open space should ideally incorporate an island counter or a breakfast bar, and/or built-in shelving. Open to recommendations to ensure a cohesive final layout. - Wall size: The wall that needs to be removed spans approximately 5 meters. The architect must ensure that the new design is structurally sound and aesthetically pleasing. The wall is load bearing and a structural engineer will carry out the necessary calculations for the beam. Skills and experience: - Proven experience in architectural design and UK planning permission applications. - Interior design expertise is a strong advantage. - Ability to work within spatial and structural constraints. This project requires an architect who can translate my vision for a more open, ...

Hi hope you have a good day. I have odoo installed on like this I have asked someone else to update my docker image to version 17 odoo. I have now this problem It has to be fixed on the saas for the enterprise version V17 I am in search for someone who can solve this for me. Is this something you can do? Thank you for you're response. Cheers, Deef

Für ein großes deutsches Industrieunternehmen (DAX) suchen wir für ein langjähriges CRM Projekt einen Teilprojektleiter für den Integration Workstream. Der Projektleiter treibt Themen eigenverantwortlich an und koordiniert die technische Abstimmung zwischen den beteiligten System und Architekten. Für technische Fragestellungen wird er durch das Entwickler-Team des Kunden bzw. des Implementierungspartners unterstützt. Weitere Voraussetzungen: Sprachkenntnisse: - Deutsch: Muttersprachenniveau - Englisch: Sehr gut Umfang: ab sofort bis 31.12.2024, Vollzeit, 40 Std. pro Woche 100% Remote

Looking for an experienced lead generation professional who specializes in harnessing data from relevant market demographics to enhance business opportunities. The mission is simple: 1. Boost Exposure: Identify possible leads in the local area for our carpet cleaning servic...Identify possible leads in the local area for our carpet cleaning service offerings, which consist of residential, commercial and post-construction cleaning. Skills & Experience Required: - Excellent knowledge of the housekeeping industry - Proven track record in local lead generation - Adept at identifying relevant leads for service-focused companies - Proficiency in using lead generation tools and CRM - Exceptional communication skills I look forward to your proposals, let's enhance our local...

Need to open port 25 and 53 using VPN.

I'm seeking an intermediate level Business Development Representative (BDR) to send out prospecting emails via Hubspot with the aim of generating leads. Purpose: As a Busines...platform—boasting a rich network of over 200 million influencers—can elevate their marketing strategies. Industry: Your primary focus will be brands within various sectors seeking to leverage influencer marketing for growth. Your ability to understand and engage with the marketing landscape will be key to your success. Required Skills: Good written skills and speak English well Adept at HubSpot CRM, you will be responsible for orchestrating effective prospecting campaigns, crafting persuasive emails, and managing lead progress. Experience in B2B lead generation, especially within the mark...

...Enterprise/Adobe Commerce developer who can provide recurrent maintenance, debugging, enhancements, and updates for my client's Magento Enterprise Edition (also called Adobe Commerce) website. - The website is on a Magento Enterprise license on Cloud, with Development/Staging server as well. All Magento vendors files are uneditable, codes can be updated from GitHub. - The inventory is synced with a CRM called Navision. - You will need to setup the system on your own local. - All access will be provided: production, staging, cloud, etc. Key responsibilities: - Ensuring the smooth operation of the site. - Regular maintenance and updates. - Immediate bug fixes and touch-ups as required. Ideal Candidate: - Proficient in Magento Enterprise/ Adobe Commerce. - Strong experience...

...serve as a centralized hub for tracking sales data, generating custom reports, and integrating with our existing CRM and PayRoll management software. The main features I need include real-time sales data updates during business hours, customizable executive reports, and seamless integration with our CRM system. We have an open API so that you can investigate what data is available. Key requirements: - Developing an API Salesboard tool with a user-friendly interface and robust functionalities. - Ensuring real-time updates on sales data during business hours in 20 minute intervals - Implementing a feature that allows for customizable reports. - Required integration with our CRM system. - Ability to manually enter some non-sales data or if possible, import...

Description: We are seeking a talented freelance writer to assist us in compiling a comprehensive list of individuals in America. The successful candidate will play a crucial role in our research efforts, utilizing their expertise in researching, content writing, and data entry to deliver high...organizational skills with the ability to manage multiple tasks and deadlines effectively. Proficiency in using online research tools, databases, and Microsoft Excel or Google Sheets. Exceptional written communication skills with the ability to craft clear and compelling content. Preferred Qualifications: Previous experience working in business consulting or a related industry. Familiarity with CRM systems or other data management software. Knowledge of business terminology and industries i...

I am looking for a skilled Python developer who specializes in VoIP and PJSIP development. The successful candidate would ideally have experience creating SIP trunking solutions focused on handling incoming and outgoing calls with a Python bot. Key Features: - Set up S...Dialing(DID) support for calls between multiple company sites. - Configure the Python bot to manage incoming and outgoing calls. Bot Functionality: - Answer and route incoming calls to appropriate destinations. - Initiate outgoing calls based on specific triggers or events. - Handle real-time call transfers and call forwarding. Skills Required: - Proficient in VoIP and PJSIP development using Asterisk. - Strong Python programming skills. - Experience with SIP trunking and DID. - Familiarity with analog to VoIP co...

Preciso de um WebRTC Proxy para conectar nossos antigos sistemas asterisk em webphones. Ele tem que suportar conexões ipv4 e ipv6. Ou seja, precisamos de um Proxy que faça a conexão dos clientes WebRTC tanto ipv4 quanto IPv6 e entregue as chamadas na rede local. Precisamos de pessoas com experiência em kamailio, opensips, rtpengine, asterisk, freeswitch, MariaDB.

I'm looking for an expert developer well-versed in Twilio and CRM systems to integrate Twilio's voice calling feature into a softphone for a desktop environment. Integrate with BREA and make it our default dialer for any phone as click to dial. It must be able to reeive and send a call. Key Responsibilities: - Integrate Twilio's voice calling feature with our existing CRM system in a manner that optimizes user experience and call quality - Ensure the softphone functions seamlessly on our desktop platform Ideal Skills and Experience: - Proven experience with Twilio's voice API - Past work on softphone setup and integration in a desktop environment - Strong understanding of CRM systems - Excellent troubleshooting and debugging skills Your exp...

Build a PMS property management software, in conjunction with an ERP and CRM. Improvement and structure in the organization: productivity, communication, occupation and positioning. Divide it according to the areas of work (Management, Administration, Channels, Properties -follow-ups, active contracts, owners-, Communication and Maintenance (cleaning, deliveries). Examples of user experience design references (interface layout, navigation, usability, accessibility, and aesthetics): Hubspot, Idealista, Asana, Airbnb. – simple, intuitive, comfortable- Web app and mobile app (IOS and Android)

We're in need of a highly creative t-shirt design for our YouTube channel. Since we don't have a specific theme, color, or elements in mind, we're providing you with complete freedom to make a design in accordance with your imagination and style interpretation. Ideal Skills and Experience: - Proven experience in T-shirt design - A portfolio demonstrating a wide range of graphic design capabilities - Ability to convey complex ideas in simplistic, visually appealing designs - Knowledge of the latest design trends - Strong understanding of color theory Current logo is attached that we currently use on the channel and clothing New shirt design will be printed on DTF transfer

...Maintain accurate records of calls and outcomes in our CRM system. 6. Continuously improve cold calling scripts and techniques based on feedback and results. 7. Meet or exceed weekly and monthly targets for call volume, lead generation, and appointment setting. Requirements: 1. Proven experience in cold calling and lead generation, preferably in a similar industry. 2. Excellent verbal communication skills and a confident, persuasive demeanor. 3. Ability to quickly build rapport and establish trust with prospects over the phone. 4. Strong listening and problem-solving skills to understand customer needs and objections. 5. Self-motivated and disciplined with the ability to work independently and meet deadlines. 6. Proficiency in using CRM software and other sales tools. 7. ...

WARNING - Must Read Before Placing a Bid! I am in search of 10 marketing automation experts proficient in various platforms such as Marketo, , , Latenode, and GoHighLevel. Ideally, you should possess expertise in: - Email marketing automation, - Lead nurturing and scoring, - CRM integration, - Social Media Management Automation, - Content Creation Automation, - Customer Support Automation. The main target for our marketing automation efforts is a B2C (business-to-consumer) audience. Additionally, the candidate who demonstrates a solid understanding of automation tools and a knack for implementing effective strategies will also earn an equity share in the business. Must-Have Core Values Requirement: To be able to get this lucrative opportunity you must have these core

I am looking for a skilled Python developer who specializes in VoIP and PJSIP development. The successful candidate would ideally have experience creating SIP trunking solutions focused on handling incoming and outgoing calls with a Python bot. Key Features: - Set up S...Dialing(DID) support for calls between multiple company sites. - Configure the Python bot to manage incoming and outgoing calls. Bot Functionality: - Answer and route incoming calls to appropriate destinations. - Initiate outgoing calls based on specific triggers or events. - Handle real-time call transfers and call forwarding. Skills Required: - Proficient in VoIP and PJSIP development using Asterisk. - Strong Python programming skills. - Experience with SIP trunking and DID. - Familiarity with analog to VoIP co...

...contracts and coordinating property viewings. This role requires excellent communication skills and a strong attention to detail. Key Responsibilities: - Replying to hundreds of messages per day using a pre-designed script using copy and paste - Updating our CRM software with new and existing client data - Ensuring data quality and accuracy is maintained - Potentially assisting with other administrative tasks as needed such as setting up appointments and preparing contracts Skills and Experience: - Proven experience with data entry and CRM management - Attention to detail and accuracy - Proficiency in instant messaging platforms for efficient communication - Reliable and able to work independently - Any additional experience with administrative tasks would be a bonus. R...

To proceed to payment

I'm in need of a Microsoft Outlook add-in that has email tracking feature and integrates with our proprietary CRM system. Key Features: - Email Tracking: The add-in should be able to track emails, providing real-time notifications upon email opens. - CRM Integration: The add-in should seamlessly integrate with our proprietary CRM system, enabling users to easily access CRM data while working in Outlook. Ideal Skills and Experience: - Proficiency in Microsoft Outlook add-in development - Experience in creating email tracking features - Strong understanding of CRM systems and integration - Ability to work effectively under tight deadlines The project has a deadline of within a month. Please only apply if you can deliver within this timeframe.

I am seeking an experienced Telemarketer with background in Real Estate to generate new sales leads for my business and to set Appointments. The main ...success! The perfect candidate should: - Be fluent in English, speaking clearly and confidently. - Have previous experience in real estate telemarketing roles. Your role includes: - Outbound calling to potential leads. - Persuasively introducing our services to potential clients. - Booking appointments for property viewings. - Updating and maintaining records using CRM software. Experience managing these tasks by using a CRM software would be highly beneficial. Your success in this role hinges on your telemarketing experience, particularity within the real estate industry and your excellent communication skills. Let's...

I need an experienced professional to help fix an urgent problem in my Asterisk system that utilizes both Session Initiation Protocol (SIP) and Real-time Transport Protocol (RTP). My issue revolves around tenant to tenant recording or IVR. Specifically, all audio plays for only 2 seconds before abruptly ending calls. - Skills and Experience You should have extensive experience with Asterisk, SIP, and RTP. A deep understanding of their inner workings and potential pitfalls is necessary to effectively troubleshoot and resolve the current issue. A track record for quick and efficient problem solving is essential. Deliverables: - Diagnose the issue causing the audio and calls to end after 2 seconds - Implement a reliable solution to fix the issue Note that this project deman...

Looking to convert a Laravel 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 E-Mail Address: admin@ Password: concord-demo More details on the requirements and onboard flow is aa follow 1. Create a landing page in WordPress 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

I am looking to build out a CRM or integrate with my current CRM. I want to send out market reports to home owners on a monthly bases automatically. This must be simple to use. The program will need to pull data from an outside source to figure out the value you of the property, how much of a loan they have and how much equity. That data will need to automatically my in a report that is sent to the homeowner and also on their portal. With that I want the home owner to be able to log into their own homeowner portal. In this portal it will tell them what there house is worth and how much equity they have. The portal will also have suggested vendors and the homeowner will be able to haveb a place to load documents. This portal must be able to be customizable on the ba...

Set up an instant messaging server (I have the source code)

...online booking system. I would like the booking system to be integrated with a CRM software. Key elements of the project include: - Custom-built website: I am not looking for a WordPress or Shopify site, but a custom solution tailored to my business needs. - Online booking system: This is the core functionality of the website. Customers should be able to book and schedule their moving services online. - CRM software integration: The online booking system should be integrated with a CRM software, to help manage and track customer interactions and service requests. The ideal freelancer for this project should have experience in: - Custom website development - Creating online booking systems - Integrating systems with CRM software A good understanding of the...

I'm seeking a proficient virtual assistant to handle both sales and administrative tasks. The role will primarily involve making outbound sales calls and managing appointments. Tasks to be accomplished include: - Making sales calls: Prior experience in making outbou...of sales activities. - Additional administrative tasks: There might be occasional data entry and administration assistance as well. Ideal candidate should have: - Proven experience in telemarketing and sales, especially B2C. - Excellent organizational skills and attention to detail to efficiently schedule appointments and manage the calendar. - Familiarity with Google Calendar and Sheets. - zoho crm Your support will be instrumental in ensuring that our sales functions run smoothly and appointments are efficie...

This is for healthcare and is like an electronic medical record. This does NOT involve pork, profanity, music, tobacco, alcohol, pornography, religion or drugs. You will be paid for your ability to connect all the apps, create automations, and when needed code connections with workflows. Timeline: 4-6 weeks You will be paid a one time fee to make the project and a quarterly maintenance fee, as well. QUESTIONS 1. How many projects have you built with Zoho? 2. How many have been in the healthcare space? 3. Please send me any links/urls to see your past work in Zoho

I am looking for a Perfex CRM developer who can create a module similar to ClickUp's task management features. The ideal candidate should be able to: - Create a task management system that can be customized for different teams within our organization - Integrate features like task assignment, tracking, deadlines, reminders, subtasks, dependencies, nested tasks and multiple folder menu - Implement user-friendly interfaces such as Kanban board view and other features that can help our teams stay organized and efficient Prior experience with Perfex CRM and a good understanding of ClickUp's functionality is highly desirable. A track record of delivering similar modules would also be a plus. If you're a developer with a knack for building intuitive, practical t...

I'm looking for an experienced Odoo Developer who can help me integrate multiple functionalities into my system, including Sales and CRM, Inventory Management, and Accounting and Finance. Key Responsibilities: - Implement Sales and CRM module: This will include managing leads, opportunities, and customer follow-up. - Inventory Management: This entails overseeing product movements, order fulfillment, and stock valuations. - Accounting and Finance: Handling invoicing, budget management, and financial analysis will form a crucial part of your duties. Moreover, I require these systems to be seamlessly integrated with my existing Email marketing tool and Customer support platform. Experience and Skills required: - Proven Odoo development experience. This should be demo...

We are a newly establishe...market and business landscape. Excellent communication and negotiation skills. Ability to work independently and meet targets within specified deadlines. Proficiency in relevant software tools and platforms for lead generation and CRM. If you are a motivated and results-driven freelancer with a passion for driving business growth, we would love to hear from you. Please submit your proposal detailing your relevant experience, approach, and expected outcomes. Additionally, include any references or past successful projects related to lead generation and sales. We are open to discussing compensation arrangements based on performance and results achieved. This is an exciting opportunity to be part of a dynamic team and contribute to the success of our...

We are a CRM/ERP software company We are trainning a OpenAI GPT model and trying to fine tune it but always the model doesnt become smarter but dumber... We are looking for a Fine-Tune trainning expert that have proven experience in trainning and validating models to guide and train us to be able to do it ourselves. We need to see proven exprience and past work and make sure that you can help us, the work will be to go over all of our JSNOL file and making calls to guide us how to finilize a model for our webstite live chat visitors. After a succesfull project, we will work again and again for more clients that use our software and want to have the AI assistant for them. We have our own development team so we will eb able to integrate the chat into our system, we are only lookin...

...contacting homeowners to discuss their property and gauge their interest in selling. - Excellent communication and interpersonal skills are key! - Proficiency in the English language at a professional level is a must. Qualifications: - Previous call center experience is a strong plus. - Prior experience in a real estate call center role will expedite your application process. - Know how to work with a CRM Why Choose Us? - We offer a supportive and collaborative work environment. - Competitive compensation package. - Flexible scheduling options. - Opportunity to be part of a fast-paced and growing industry. Ready to join our team? We are actively seeking motivated individuals to start immediately! There is no application deadline, so submit your resume today! Please note: A h...

Estamos buscando a una persona que pueda trabajar con nosotros de forma regular, configurando herramientas como Zapier, flujos de trabajo de diferentes CRM, otro tipo de trabajos operativos, etc. La dedicación variaría mucho pero habría semanas con 10 horas de dedicación y otras quizás 3 o alguna ninguna etc.

I'm in need of an experienced ERP developer to create a comprehensive system that will streamline our operations, improve productivity and ensure data accuracy. Key Requirements: - Inventory Management: Implement a module that will help us keep track of our stock levels, orders, and purchasing. - Sales and Order Processing: Develop a feature that will make it easier for us to manage sales, process orders and generate invoices. - Financial Management: Create a robust financial module that will help us with accounting, budgeting and financial reporting. Preferred Platforms: - Web-based: The system should be accessible via a web browser to make it easier for our team to utilize it. - Cloud-based: It should be hosted on the cloud to ensure easy data access and scalability. Ideal Skills...

I'm seeking a skilled freelancer to create a new customer relationship manager system. This system will serve as the crux for managing customer interactions and relationships. Key Features: - Mess...appointments attribute to better organize customer meetups. - Fieldwork support to manage and track on-spot customer relations operations. Ideal User Interface: The interface of the system should be plain and clear, ensuring a seamless user experience for the team. Required Skills and Experience: Apart from proven proficiency in system development, the freelancer should also have experience in CRM systems. They should also demonstrate an understanding of crafting intuitive user interfaces. A strong background in communications development, especially face to face meeting will ...

...of Odoo, including the Ecommerce module as well as other critical modules. Key Modules Required: - CRM module - Inventory module - Accounting module - Point of Sales Ecommerce Theme and Design: While I am open to suggestions, I do not have a specific preference for a theme or design. I would appreciate your expert guidance on this. Customer Support Integration: I'm looking to incorporate a comprehensive customer support system within the Odoo Ecommerce site. The key channels for support will be: - Live chat support - Email support - Phone support Ideal Skills: - Proficient in Odoo installation and configuration - Extensive experience with Odoo's Ecommerce module - Previous work with CRM, Inventory, and Accounting modules in Odoo - Understanding of Poi...

I need someone to work Monday to Friday fulltime - Manage bookings for our courier services through platforms like Airtasker and other channels. - Act as the main point of contact for both customers and team members, addressing inquiries and providing assistance as needed. - Make phone calls and send text message...administrative tasks as required, such as data entry and scheduling. **Requirements:** - Excellent communication skills, both written and verbal. - Strong organizational and multitasking abilities. - Ability to work efficiently and independently in a remote setting. - Prior experience in customer service or administrative roles preferred. - Proficiency in using tools like Airtasker, Google Workspace, and CRM software. - Availability to work from 7:00 AM to 5:00 PM Bris...

I'm seeking a skilled Laravel developer who can help me with backend development, database management, and most importantly, creating an API for data integration. Key Responsibilities: - Backend Development: You'll be responsible for the backend development of the application. - Database Management: You'll manage the database for the project. - API Integration: The primary goal of the project is to create a robust API for data integration, so you'll be heavily involved in this aspect. Ideal Candidate: - Proficient in Laravel: I'm looking for someone who has strong experience and expertise in Laravel. - API Development: Experience in creating APIs, especially for data integration purposes, is highly preferred. - Database Management: Knowledge in managing databases...

...complete Computerized Maintenance Management System (CMMS) / Maintenance Work Order(MWO). A Complete Control Pannel on Web based asapplication along with the Mobile APP + Desktop APP. With the below added features.:- + It will have Website Fully responsive, Mobile APP, Control Pannel Application + It must fully SAAS Based means related to the SAAS Based all the screen to be designed and implemented + CRM (Register Company, Lead, Converted, Communcation, Win Deal , Create Quotation and Invoice) + Access Control Management for all the SAAS Based module wise , user wise rights + We want to use MS SQL Server on the windows using Stored Procedure and required API is prefered Let me know your expertise in this and same time propose me your quotation with timetable to proceed. Idea...

I'm seeking a skillful and experienced software developer to create a robust and versatile software that is proficient in Customer Relationship Management (CRM), Accountancy, Vendor and Product Management, Inventory Management, as well as intra-company billing. This comprehensive software must seamlessly integrate with my existing Email System. Ideal skills and experience: - Knowledge in designing and executing business management software. - Proficiency in software integration, particularly email systems. - Demonstrable experience in CRM, Accounting, Vendor & Product Management, and Inventory Management software. Please include in your application, a comprehensive and detailed project proposal indicating how you will undertake this project to result in a successfu...

The primary goal of this project is to generate leads in the professional services sector, particularly for businesses geared towards knowledge sharing. This may include training centers, consulting firms, coaching service...and lead generation - Familiarity with the professional services sector - Great interpersonal and communication skills - Ability to convincingly sell and spread awareness about our services Experience: - Proven record of successful lead generation - Previous work in the professional services industry is a plus - Experience in phone sales and familiarity with call center work - Understanding of CRM systems We are looking for results-driven professionals who can help us grow in this sector and we believe that telemarketing is an essential strategy to achieve ...

...talented freelancer or agency to develop a cutting-edge SaaS platform that will serve as the backbone of our pest control management system. This platform will encompass various modules including CRM, sales, field service management (FSM), asset management (GIS), pest activity reporting, client interaction, and technician reporting. Our company will be the first and primary user of this platform, we will subsequently endeavour to monetize it as an SaaS. Key Responsibilities: - Collaborate closely with our team to understand detailed requirements and user workflows - Design and develop a comprehensive CRM system integrating emails, VoIP, texting, deal stages, and automation capabilities Implement robust sales functionalities for quoting, invoicing, and reporting - Devel...

...provides tailored interactions for both prospects and existing customers, integrates with our CRM and ticketing systems, and utilizes conversational AI for effective communication (basically for sales and tech support; submit a ticket mostly) - Microsoft Bot Framework may be good Key Project Deliverables: Dual Deployment: Develop a chatbot that functions seamlessly on our website and within Microsoft Teams. Conversational AI: Implement AI to engage users dynamically and intelligently on the platform. User Data Handling: Capture and utilize users' email addresses for personalized future interactions using cookies or similar technology. CRM Integration: Check users' status (customer or prospect) via CRM and handle them accordingly. Prospect Engagement: Fo...

I need a tailored Google Sheet CRM for my insurance broker company. Currently, we're managing our contacts and leads on Google Sheets, but the system isn't optimized for our needs. Key Features: - Contact Management: The CRM should help us keep track of our clients' details such as their name, phone number, and email address. - Lead Tracking: We need to manage potential clients effectively; the CRM should help us track their status. - Policy Tracking: It's crucial for us to keep tabs on the policies we're maintaining for each client. Ideal Skills: - Extensive experience in developing CRM systems, preferably on Google Sheets. - Proficiency in setting up comprehensive contact databases. - Previous experience in developing systems to man...