Sugar crm intacct accountingJobb
Accountify är en molnbaserad redovisningsbyrå. Vi har sedan tidigare en visuell identitet som är upprättad av lekmän. Vi söker nu ett proffs som kan ta vår visuella identiet till en ny nivå. Uppdraget är att utgå från tidigare visuella identitet och ta fram en version 2.0. Vi söker en person som är kreativ, effektiv och som har stor erfarenhet inom området och kan hjälpa oss att utveckla vår visuella identitet. Slutprodukten ska vara en visuel identitet 2.0 för Accountify som ett paket med alla nödvändiga filer.
Vi ska konvertera vår orderbekräftelse från vårt tidigare CRM till vårt nya CRM Upsales, därför behöver vi göra om vår orderbekräftelse till en väldigt vacker Word-fil som sedan Upsales kan lägga in i deras system. Vi kan egentligen själva göra en word-fil av vår orderbekräftelse men vi behöver en duktig grafiker som kan skapa riktig magi i Word så att våra orderbekräftelser motsvarar vårt företag och varumärke. Till det här projektet finns det även fler tilläggsprojekt där vi behöver konvertera upp till 10 st till dokument/information till vackra word-filer för att ladda upp i Upsales.
Jag söker någon med 2-10 års erfarenhet inom dessa områden: MS dynamics 365/NAV/AX/CRM
Skapa hemsidan för ett startupföretag inom företagskrediter Jag har en sida som vi vill efterlikna, Sidan bör göras i någon av större crm som tex wordpress, dupal, magento, joomla. Sekretess krävs
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RGP är ett konsultbolag inom Finance & Accounting, Human Resources, Information Management och Supply Chain. I våras satte vi upp en blogg under domänen där vi vill publicera content relevant för våra kunder och nära vår affärsverksamhet. Detta är dock för tidskrävande för oss att göra in-house så därför letar vi efter någon som kan agera redaktör och vara den drivande motor i arbetet från idé till publicering. Vi tänker att vi vill publicera två artiklar i månaden. Grundjobbet kommer att göras av våra konsulter men i rollen kommer det också innefatta korrekturläsning, editing, förslag på illustrationer osv. Vi ...
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 seeking a telemarketing professional to assist me in generating quality sales leads for my commercial building cleaning services. Key Responsibilities: - Conducting outbound calls to businesses within the commercial building cleaning services se...effectively communicating the value of our services - Qualifying leads and setting up appointments for our sales team Ideal Skills and Experience: - Proven experience in telemarketing and lead generation, particularly in the B2B space - Excellent communication and negotiation skills - Familiarity with the commercial cleaning industry would be an advantage - Ability to work towards targets and manage a CRM sales pipeline This project is vital for our business growth and I'm looking for a dedicated professional to assist i...
French-speaking candidates only! My organization is currently leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zoho One and ERP...
...obligations on time to avoid penalties and unnecessary stress. Key responsibilities: - Handling monthly VAT filings: You will be responsible for ensuring my VAT returns are accurate and submitted in a timely manner - Managing yearly tax filings: As a sole proprietor, I have a specific set of tax obligations that need to be managed effectively Ideal skills and experience: - Proficient in Polish accounting and tax laws: Having a deep understanding of the local regulations and requirements is crucial - Experience working with sole proprietorships: Being familiar with the specific needs and challenges of sole proprietor businesses can be a significant advantage Please note that while this project is primarily focused on VAT and tax filings, there may be opportunities for addition...
...exude a sense of trustworthiness, reliability and seriousness. - I envision the design to be simple and clean. The graphics need to be easily comprehensible and not overly intricate, while still maintaining a professional look. - Copy has been written and is attached to provide context. - Our website is: - Our platform for email distribution is Freshsales (sales automation and CRM). - Platform provides 169 templates that can be chosen or they can be custom designed. Ideal Skills: - Proficiency in graphic design, with a keen eye for aesthetics and attention to detail. - Experience in creating email campaigns and an understanding of the particular design needs for this medium. - Strong knowledge of HTML and CSS, to ensure the graphics can be properly integrated into the email
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I am in need of an experienced Bubble developer to create a customized CRM system specifically tailored for financial services and their freelancers. This system should be able to: - Track leads: The application should have a robust lead tracking system in place, allowing us to monitor and manage leads effectively. - Manage deals: Deal management is a crucial part of our business. The CRM system needs to support this feature to ensure smooth deal handling. - Provide performance metrics: It's important for us to evaluate the performance of our team. This CRM system should include tools to generate and present performance metrics. Additional features requested for this CRM system include: - Email integration: Seamless integration with email services to s...
I'm looking for a ready-made ERP cloud accounting system like that offers these key features: - Inventory Management - Sales and Purchase Tracking - Financial Reporting I'm specifically seeking a system that has a: - Modern and sleek design I plan to integrate this ERP system with other software via API. Ideal Skills and Experience: - Experience with ERP cloud accounting system development - Proficiency in UI/UX designing - Proven ability in API integration with other tools - Familiarity with inventory management, sales tracking, and financial reporting systems. I want similar to
...I've been manually tracking these transactions in spreadsheets, but I now need a more robust and automated system. - **Improved Organization**: The primary goal of this project is to enhance my overall financial organization. - **Investment Tracking**: A secondary but important aspect is to have a system in place for monitoring and evaluating my investment performance. Ideal Freelancer: - **Accounting and Bookkeeping Expertise**: Strong background in personal finance and investment bookkeeping is essential. - **Software Proficiency**: Experience in working with personal finance software is highly preferred. - **Organization Skills**: Ability to set up an intuitive and efficient system for tracking and managing my finances. The successful candidate will be able to streamlin...
I'm looking for an expert to create a web-based CRM database aimed at efficiently storing and managing information. The data I intend to keep include: - Customer contact details - Sales history - Communication logs - Course details - Course Refresher notifications This project also requires the creation of functionalities to: - Add new contacts - Update existing contact information - Track sales performance Ideal freelancers should have substantial experience in CRM database development, with knowledge of implementing web-based solutions. Familiarity with training or course-based entities would be a bonus. Your expertise ought to allow seamless additions, updates, and performance tracking of stored information. Demonstrable success in similar projects will be advanta...
Buscamos una persona española que ayude a limpiar los datos de un CRM nuevo, subir datos de excel, validarlos o buscar nuevos con herramientas de Marketing.
I need an expert to comprehensively review the quarterly financials of 18 differe...asset in this project. Key Tasks: - In-depth scrutiny of quarterly income statements - Detailed examination of balance sheets - Profound analysis of cash flow statements Please note, a comparative analysis among the organizations is not required for this project. Your focus should solely be on individual organization's financial health. Ideal Skills: - Experience in financial analysis and accounting - Detail-oriented with proven analytical skills - Ability to interpret complex financial data This job will require thorough analysis and a keen eye for detail, hence relevant experience is highly sought after. If you are an analytical individual with a background in finance, then this proj...
...specialist to establish and manage my accounting and auditing company's presence on LinkedIn from the ground up. The absence of a presence on this platform has been a significant missing piece in our marketing strategy. Key Tasks: - Developing and launching our LinkedIn business page - Consistent management and updates to the company profile Our target audience is predominantly local small business owners. consequently, the page should be optimized to attract this demographic. Ideal Skills and Experience: - Proven expertise and experience in setting up successful LinkedIn business pages - A mastery of LinkedIn's algorithms and features - Exceptional marketing skills specifically tailored towards reaching small businesses - A solid understanding of the accounting...
...the following key areas: - Inventory Management: Highly skilled in inventory strategy, maintaining accuracy, and ensuring timely order fulfilment. - Customer Relationship Management (CRM): Proficiency in the management of all aspects of customer relationships, with the aim of improving business relationships, assisting in customer retention, and driving sales growth. - Project Management: Capabilities in managing projects, tracking progress, and ensuring smooth workflow in our small team set-up. - Billing and Accounting: Knowledge on maintaining a clean ledger, managing bills, conducting proper accounting, pushing follow-ups, and ensuring no dues remain pending. - Payment Tracking: Expert in tracking incoming and outgoing payments without missing any transacti...
I'm seeking a Zoho expert to set up and configure Zoho One for my organization. We currently do not use any specific software or t...specific software or tools that need to be integrated with Zoho One. The main objective is to implement Zoho One for less than 10 users. Key Responsibilities: - Customize Zoho One to meet our business needs - Implement CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Provide necessary training to less than 10 team members on the use of Zoho One. Ideal Skills and Experience: - Extensive experience with Zoho One implementation and customization. - Proficiency in CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Ability to train s...
I'm searching for a skilled professional to automate key aspects of my business's accounting procedures. Here's a quick rundown of what I require: - Automation of onboarding and tracking Ideal candidates for this job should possess: - Profound experience with automating business processes - Previous working experience in accounting procedures - Knowledge about onboarding and tracking automation Understanding the requirements of the project and having proficiency in Gohighlevel will be vital. Efficiency, accuracy, and attention to detail are crucial for the successful completion of this project.
I'm looking to hire a seasoned software developer to create a software for my financial recovery business. Understanding of finance and debt recovery processes is definitely a plus. Key Features: - *...financial status of every client. - **Contact Details**: Capacity to register each client's contact information. - **Recovery History**: Capability of logging each client's financial recovery history to keep track of progress. Proficiency in backend programming and database management is required. Knowledge of frontend web design would be beneficial for UI development. A good understanding of CRM systems, payment tracking mechanisms and audit trails, while not immediately required, would be valuable for potential future scaling of the software. Looking forward to ...
Saya mencari web programer yang berpengalaman dana Laravel dan Vuejs. Saat ini saya ada program pernjualan yang ingin saya upgrade agar program tersebut sekarang terintegrasi ...yang ingin saya upgrade agar program tersebut sekarang terintegrasi dengan akuntansi (akun perkiraan) seperti pada Accurate Online atau Key requirements include: - Integrating the current sales program with an accounting system. - The accounting system should be at a medium complexity level, including financial reports. - The primary focus for the integration should be on user-friendliness. Ideal Skills: - Proficiency in Laravel and Vuejs. - Experience in integrating systems, particularly sales programs with accounting software. - An understanding of accounting, especially in generat...
I am looking for a professional accountant, preferably based in Switzerland, to help me streamline and organize my ERP system, particularly ...would be highly beneficial Customizations: - While I do not have any specific requirements at the moment, I am open to suggestions and ideas from the selected candidate on how to further customize and improve the system Preferred Qualifications: - Prior experience with Odoo, particularly in setting up chart of accounts and tax configurations - Strong accounting background, potentially with a CPA qualification - Experience in Swiss accounting standards and practices would be a big plus - Proven track record of delivering similar projects with successful outcomes If you have the skills and experience to help me with this project, ple...
...complex ecommerce website based on Odoo ERP. This project involves extensive customization and integration of various features primarily tailored for a multi-branch business model. The system must be able to handle multiple branch warehouses, with each customer being assigned to a specific branch based on their location. Key Requirements: - Integration of Point of Sale (POS), Accounting, Customer Relationship Management (CRM), Inventory Management and Purchases features from Odoo ERP. - Implementation of a system that assigns customers to a branch based on their location. This should be done automatically based on IP, and also allow customers to manually select their preferred branch. - Seamless user interface that enables easy navigation for customers across the website....
Primary tasks: Initially this is all to be done on a new Linux STAGING ONLY server. 1) Linux staging server setup -> deploy our existing project to a new VPS using gitlab 2) Woocommerce -> continue long term development work on our existing custom plugin. Transfer the existing production woocommerce to this staging server. 3) ongoing long term development of our CRM app Other components of our stack which are a HUGE ADDED BENEFIT if you can work on them -> .NET ASP, WEB API + MS SQL DETAILS HERE -> PRIORITY IS TO HAVE A DEVELOPER ON OUR TEAM (LONG TERM) THAT CAN FOR NOW ALSO WORK WEEKENDS AS WE HAVE SEVERAL EMERGENCIES TO FINISH URGENTLY. Someone who can efficiently manage Linux VPS and efficiently use GITLAB is critical. Initially we need part
I need immediate assistance with TallyPrime for accounting entries and reconciliation. - Tasks include Sales and Purchase entries and Bank reconciliation specifically. - The completion time is critical as I need the project ready ASAP. Ideal applicants should have: - Proficiency using TallyPrime. - Strong experience with accounting and reconciliation. - Ability to work fast and efficiently. Please provide a brief overview of your relevant experience when applying.
I am looking for a proficient software developer to build an all-inclusive student fee management software. Key Features: • Ability to track multiple types of student fees • Capability to generate detailed fee reports • An automated reminder system. The software must smoothly integrate with our existing systems which include the school management system, attendance system, and our accounting software. Ideal Skills: • Experience in educational software development • Strong background in systems integration • Skilled in automation and report generation.
I am looking for a skilled developer who can create an advanced chatbot for my PHP-based CRM. The key aspects of this project include: - Chatbot for Customer Support: The primary function of this chatbot will be to handle customer inquiries and provide advanced problem-solving support. - Integration with PHP CRM: The chatbot needs to seamlessly integrate with my current CRM system. - GPT AI: The preferred technology for the chatbot is GPT-based AI. - Customization: I would like the chatbot to be fully customizable and easy to program for future updates and modifications. Ideal Skills: - Proficient in PHP, GPT AI, and CRM integrations - Experience in developing advanced chatbots for customer support - Ability to create customizable and easy to program solu...
I require an experienced accountant to prepare a set of financial documents for my company. Last 2 year Audited Financial statements for the previous 2 fiscal year-ends: Income Statement, Balance Sheet, Cash Flow Statement Interim Financial Statements (Balance Sheet, P&L, Cash Flow Statement) Financial statements for the most recent interim period: Income Statement, Balance Sheet, Cash Flow Statement Merchant Processing Statement
I have bank statements from Bank A that I need converted into an Excel spreadsheet. The specific transactions you'll be dealing with are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: both deposits and withdrawals. - Once this data is entered into the spreadsheet, I need you to sort it by t...individual transaction: both deposits and withdrawals. - Once this data is entered into the spreadsheet, I need you to sort it by transaction type. This role requires expertise in Excel and a keen eye for detail is essential, as the integrity of the data will be paramount. Knowledge about financial transactions, specifically deposits and withdrawals, will be useful. A background in bookkeeping or accounting ...
...software engineer who is proficient in Odoo and Python to help me build a robust CRM system. The project calls for a quick turnaround - I need it to be completed ASAP. Key Features: - Sales Pipeline Management: The system should help me track my sales process from lead generation to conversion. - Customer Interaction Tracking: I want to record all interactions with my customers, including emails, calls, and meetings. - Integrated Email Marketing: The CRM should have seamless integration with my email marketing tools so I can easily communicate with my customers. - Scheduling: I need the system to have scheduling capabilities to help me manage my time effectively. Primary Goals: - Improve Customer Satisfaction: The CRM should help me provide better service to my cl...
I am looking for a skil... Key Requirements: - Configuration of ClickUp for task management - Set up of collaboration tools to enhance team communication and efficiency - Integration with Email and Calendar for seamless workflow - Integration with our CRM software for better customer management - Linking with our file storage services for easy access to relevant documents Ideal Skills: - Proven experience in setting up ClickUp for small teams - Strong understanding of task management and team collaboration tools - Familiarity with Email and Calendar integration - Previous experience with CRM software integration - Knowledge of linking file storage services This is a crucial project for us, and we are looking for a freelancer who can deliver a well-rounded ClickUp setup that...
I am seeking an experienced professional who can streamline my cus...relationship management system and take my LinkedIn marketing efforts into the next level. The ideal freelancer for this project should be: • Highly experienced with Bullhorn/Mail chimp CRM platform. • Proven track record in devising and implementing LinkedIn marketing strategies. • Proficient in integrating Bullhorn/Mailchimp CRM with LinkedIn and Lusha. Key Tasks: • Integrate Bullhorn/Mailchimp CRM with LinkedIn and Lusha. • Develop and execute compelling LinkedIn marketing strategies. • Regularly update and maintain the integrated system. This is a significant project that requires a deep understanding of CRM and LinkedIn marketing strategies. If ...
I am looking for an experienced accountant to assist with our monthly bill amount. We want experience accountant to help with calculating and dividing up our yearly invoice into 12 months. The yearly amount is there but we want a skilled accountant who can divide the amount up to 12 months w...dividing up our yearly invoice into 12 months. The yearly amount is there but we want a skilled accountant who can divide the amount up to 12 months with each month amount figure being different from the other. For example, dividing $100,000 by 12 months but each month has a different amount but the the total of 100k is still the same. Ideal Skills: - Proven experience in accounting - Knowledge of relevant accounting software - Strong attention to detail - Effective communication and...
I'm in need of a Big Commerce developer to work on my website. I am looking for the following: - Customizable templates: I need to be able to make minor tweaks to existing templates. - Custom API integrations: Specifically, I need to integrate Payment and CRM APIs. The ideal candidate for this project will have experience in Big Commerce development and customization, as well as expertise in integrating API's, particularly Payment and CRM services. A good understanding of e-commerce best practices is also essential. Kindly provide examples of similar projects you've worked on. Long term project but low price. If you agree it, please bid!!!
I am seeking a Business Development Manager who can help scale my startup in the technology industry. Key Responsibilities: - Focus on scaling operations and processes: I need someone who can take a deep dive into my curre...Specifically with startups: Experience in the startup environment is critical, as this person will need to understand the unique challenges and opportunities that come with scaling a new business. Ideal Skills: - Strong analytical and problem-solving skills. - Excellent communication and interpersonal abilities. - Proven experience in business development, particularly in the technology industry. - CRM experience is a plus, definitely needed I am looking for a proactive, results-driven individual who can work closely with me to help take my business to the n...
I'm looking for an experienced Zoho developer to help with my Zoho CRM data analytics and dashboards. Key Responsibilities: - Develop a Zoho Analytics dashboard incorporating Sales performance tracking, Lead conversion analysis, and Customer segmentation. - Integrate Google Analytics Data and Google Adwords Data into the dashboard. - Create visual representations of the data using Bar charts, Line graphs, and Pie charts. Ideal Skills: - Previous experience working with Zoho Analytics and Zoho CRM. - Proficiency in integrating third-party data, specifically Google Analytics and Google Adwords. - Strong visualization skills, with expertise in Bar charts, Line graphs, and Pie charts. This project is crucial for me to understand my business performance, so attention to d...
...Other category for miscellaneous expenses or income - I require a simple, user-friendly design that makes manual data entry easy and intuitive. Skills and Experience: - Proficiency in spreadsheet software such as Excel or Google Sheets is essential. - Experience in financial tracking and net worth management is highly beneficial. - Understanding of stock market, investment tracking, and basic accounting principles is a plus. Delivery: - I expect the freelancer to deliver a comprehensive, error-free spreadsheet that meets the specified requirements. - The spreadsheet should be easily updatable and not reliant on external sources for data input. - A brief tutorial or guide on how to use the spreadsheet would be appreciated. Feel free to share any relevant work samples or ...
As a business with a custom CRM solution currently facing some difficulties with Hubspot, I'm interested on bringing in a seasoned and strategic freelancer for the task. Key Challenges: - Custom forms: clients details aren't saving correctly. If they are a repeating guest who have filled out this form in the past, their forms are coming up blank. - Email Database: Our email marketing campaigns are currently not as efficient due having no tags Your main tasks will include: - Rectifying form issue: providing a solution for why the clients cannot submit a form and why their details arent showing up. - Email database: upload our database into hubspot and create tags (location, birthdays, type of event, type of package they have previously booked in for) Our Goals: - Custo...
I need a logo for my CRM software named Hourglass CGS. I'd like the logo to be minimalistic in style, primarily using the colors blue and green or the color combo of black and gold. Key Requirements: - Design a minimalistic logo - Incorporate an hourglass and gears into the design - Use a color palette of primarily blue and green - It should be usable as both a logo and an icon Ideal skills/experience: - Proven experience in logo design - Proficiency in minimalistic design - Ability to work with a specific color palette - Previous work with software logos is a plus Please include a link to your portfolio showcasing similar work when bidding.
...than 20 hours a week to help me with various tasks. The ideal candidate should be proficient in Microsoft Office Suite and CRM software. Key Responsibilities: - Email Management: You'll be responsible for sorting, responding to, and organizing my emails. - Calendar Management: You'll be in charge of arranging meetings, appointments, and keeping my schedule up to date. - Data Entry: You'll assist in inputting and managing data. - Phone Calls: You'll also be expected to handle incoming calls and messages professionally. The successful candidate will have excellent communication skills and be able to work independently. Experience with Microsoft Office Suite and CRM software is a must. Being proactive, detail-oriented, and able to prioritize tasks is ...
I'm in need of a diligent and reliable virtual assistant to assist me with a range of t...input. - Email Management: You'll be responsible for managing my email inbox. This includes reading, responding, and flagging important messages for my attention. - Appointment Scheduling: The role will also involve coordinating my schedule and setting up appointments. To excel in this role, you should have experience with: - Microsoft Office Suite, including Word, Excel, and PowerPoint. - CRM Software: Knowledge of Customer Relationship Management software will be a huge advantage. I'm looking for someone who can be available on an on-call basis for this role, as tasks may come up sporadically. Your punctuality, attention to detail and excellent communication skills are c...
As we aim to streamline our Sales and Marketing operations, I'm seeking a seasoned freelancer with strong expertise in Odoo setup, specifically for CRM, Sales and Email Marketing modules. If you are adept at setting up these Odoo modules, I invite you to bid on this project. Key Responsibilities: - Configuring CRM, Sales, and Email Marketing modules in Odoo - Providing guidance on whether any specific customizations or configurations are needed Ideal Skills: - Extensive experience in Odoo setup - Strong understanding of CRM, Sales, and Email Marketing modules - Able to provide clear and concise guidance Our primary users will be our Sales and Marketing teams, so experience in setting up Odoo for these specific teams is desirable. Your job will be to ensure...
...summary of the total income generated over the year. The summary should be kept simple and straightforward with a total sum, without the need for categorization or a monthly breakdown. Ideal Skills: - Strong attention to detail: The invoice should be well laid out and error-free. - Graphic Design: Experience in adding logos and making documents look professional is a plus. - Familiarity with accounting and invoicing: Some knowledge of these areas will be beneficial for understanding the context and importance of the data being presented. Please note that I don't need any interactive elements such as clickable links or formulas. The main focus here is on turning the raw billing data into a clear, professional invoice. You're going to take a simple excel file with cu...
...understand how to make the most out of the tool's capabilities. Ideal Skills and Experience: - Proficiency in : It's essential that you have a good understanding of the capabilities of and can effectively configure it to meet my requirements. - Strong Networking Skills: You should have experience in reaching out and establishing connections with professionals in the accounting, finance, and banking sectors. - Experience in Business Acquisition: Previous experience in business acquisition or similar endeavors will be highly beneficial for this task. - Data Management Skills: You will be dealing with a significant amount of contact information, so experience in managing and organizing large datasets is a definite plus. -Cold email marketing experience: You should
