Best crm for small nonprofit organizations工作

筛选

我最近的搜索
筛选项:
预算
类型
技能
语言
    工作状态
    2,000 best crm for small nonprofit organizations 份搜到的工作,货币单位为 HKD

    1、建立客户派单CRM系统,通过CRM系统录入后的客户,派单后进入到公海池。(提前预埋出接口,方便用户注册,前期我们用CRM系统帮用户注册) 2、软件接到订单后,进行派单逻辑,正常派单逻辑库:录入的要灵活(有数据源回传的地方的按钮都要做出来),可以随时抽调我们软件内部的数据,最终得到一个分值会进行优先派单,其次派单,最后派单,拒绝派单。 3、工作结果反馈(图片、视频、文本),并提交推送至二级审核,二级审核确认无问题则提交给用户查看。 4、流单后,公海池随意抢单 5、客户提示前面的排队人数显示。 6、用户的评分体系。 开发原则: 1.功能模块化 2.可扩展性 3.参数化 4.用户界面友好 5.条件逻辑 开发用java或PHP,后期能长期合作者最佳,整体开发类型有对标。欢迎找我拿详细需求

    $9123 (Avg Bid)
    $9123 平均报价
    13 个竞标

    多供应商多用户AI名片智能CRM企业营销管理系统,开发需求 前端包含:数字名片、发现(视频、社区、店铺街、直播)、人脉圈(人脉市集、供需共享、智能招聘中心)、AI多供应商商城、AI企业官网 后端包含:智能CRM管理、chatGTP智能客服管理、AI营销互动管理、名片后台管理、AI智能营销管理、企业管理 用户端包含:微信小程序、企业微信小程序、钉钉、抖音

    $8078 (Avg Bid)
    $8078 平均报价
    3 个竞标

    您好,BEST WEB-IT Translations。我留意到了你的简历,想让您参与我的项目。我们可以讨论一下项目的细节。

    $117 / hr (Avg Bid)
    $117 / hr 平均报价
    1 个竞标

    您好,BEST WEB-IT Translations。我留意到了你的简历,想让您参与我的项目。我们可以讨论一下项目的细节。

    $273 / hr (Avg Bid)
    $273 / hr 平均报价
    1 个竞标

    您好,BEST WEB-IT Translations。我留意到了你的简历,想让您参与我的项目。我们可以讨论一下项目的细节。

    $78 / hr (Avg Bid)
    $78 / hr 平均报价
    1 个竞标

    您好,BEST WEB-IT Translations。我留意到了你的简历,想让您参与我的项目。我们可以讨论一下项目的细节。

    $117 / hr (Avg Bid)
    $117 / hr 平均报价
    1 个竞标

    您好,BEST WEB-IT Translations。我留意到了你的简历,想让您参与我的项目。我们可以讨论一下项目的细节。

    $78 / hr (Avg Bid)
    $78 / hr 平均报价
    1 个竞标

    现有的CRM系统是使用HTML+PHP方式开发,前台主要框架angular.js,后台主要框架是Propel、slim等。 要做一些页面的修改和工单流程的修改。

    min $390 / hr
    min $390 / hr
    0 个竞标

    需要一个类似于crm的软件或者网页,来储存我的库存、成本、生产过程、订单、销售记录等,具体可以更详细沟通哦。

    $1296 (Avg Bid)
    $1296 平均报价
    3 个竞标
    Project for Wei Y. 已经结束 left

    hi,我想在perfex crm里添加邮件功能。

    $78 (Avg Bid)
    $78 平均报价
    1 个竞标

    你好✓ Best Web/Mob Developers,我注意到你的个人资料并想把我的项目给你。我们可以通过交流来讨论任何细节。

    $3902 (Avg Bid)
    $3902 平均报价
    1 个竞标

    供企业内部试用的管理系统,包含流程管理、客户管理、内容管理等

    $67721 (Avg Bid)
    $67721 平均报价
    3 个竞标

    网站用途:旅游行业网站,提供线路查询预订、酒店预订、伴游信息查询等服务。 开发语言:php 旅游网站+付费系统+CMS 网站所需功能: 用户注册 生成用户账号 支持社交网站(Facebook/Twitter)登录 在线支付 用户发表评论及反馈 用户可填写表格 用户论坛 多语言 全站搜索 用户博客/空间 购物车,订单管理,后台管理系统,会员中心,店铺,订单管理 ,客户管理(CRM),售后跟踪、搜索引擎优化(SEO)

    $31593 (Avg Bid)
    $31593 平均报价
    6 个竞标

    在现有的主流微分销商城系统上做二次开发,针对客户管理、实体店铺、自媒体功能模块的开发,以及前端ui的视觉和交互的重构。 需要团队来完成,包括ui视觉、ui交互、小型进销存和商城的api对接、实体店铺佣金和调货的程序开发、自媒体功能与主流sns的api对接。

    $18926 (Avg Bid)
    $18926 平均报价
    3 个竞标

    用现成的CRM 或ECOMMERCE 软件建立一个小项目市场为我所用。 详细线下交流。

    $4207 (Avg Bid)
    $4207 平均报价
    2 个竞标

    食品盒存储管理 (IOS & Android) 1. 首次安装及打开APPS会要求用户注册或登入. 1.1. 用我司CRM API 2. APPS布局 2.1. APPS上面有主TOOLBAR(Home icon, Apps name, Search icon) 2.2. APPS主题Storage icon, Chart icon, Buying task icon, Setting icon 2.3. APPS左侧有滑出食物种类菜单 2.3.1. 大约2/7屏幕宽度, 颜色方块显示 2.3.2. 方块中上行大字显示该种类已存数量 2.3.3. 方块中下行小字显示该种类名称 2.3.4. 可自定颜色及增加食物种类 2.4. Storage 2.4.1. 左面食物种类菜单自动出现 2.4.2. 扫描我司食物盒上QRCODE(‘FS’+18位流水号)及扫描外购回来食物上BARCODE. 2.4.3. 用我司的API可查食物盒大小及颜色. 2.4.4. 用UPC API查出食物名称及细节. 如找不到就提示要用户输入. 2.4.5. 区块显示食物盒颜色大小及食物名称 2.4.6. 用户自己输入EXPIRE DAY. 2.4.7. 用户把该区块拖拉到左面的种类方块存入该种类. (该种类已存数量加1) 2.4.8. 单按种类方块可显示该种类存入名称, 日期及过期日等明细 2.4.9. 点明细可修改/删除, 或加入Buying Task 2.5. Chart 2.5.1. BarChart及PieChart图显示已存食物种类分布 (可选按年, 月, 全期) 2.6. Buying Task (购买任务) 2.6.1. 从2.4.9.加入 2.6.2. 显示要购买东西清单(名称及checkbo...

    $13018 (Avg Bid)
    $13018 平均报价
    6 个竞标

    食品盒存储管理 (IOS & Android) 1. 首次安装及打开APPS会要求用户注册或登入. 1.1. 用我司CRM API 2. APPS布局 2.1. APPS上面有主TOOLBAR(Home icon, Apps name, Search icon) 2.2. APPS主题Storage icon, Chart icon, Buying task icon, Setting icon 2.3. APPS左侧有滑出食物种类菜单 2.3.1. 大约2/7屏幕宽度, 颜色方块显示 2.3.2. 方块中上行大字显示该种类已存数量 2.3.3. 方块中下行小字显示该种类名称 2.3.4. 可自定颜色及增加食物种类 2.4. Storage 2.4.1. 左面食物种类菜单自动出现 2.4.2. 扫描我司食物盒上QRCODE(‘FS’+18位流水号)及扫描外购回来食物上BARCODE. 2.4.3. 用我司的API可查食物盒大小及颜色. 2.4.4. 用UPC API查出食物名称及细节. 如找不到就提示要用户输入. 2.4.5. 区块显示食物盒颜色大小及食物名称 2.4.6. 用户自己输入EXPIRE DAY. 2.4.7. 用户把该区块拖拉到左面的种类方块存入该种类. (该种类已存数量加1) 2.4.8. 单按种类方块可显示该种类存入名称, 日期及过期日等明细 2.4.9. 点明细可修改/删除, 或加入Buying Task 2.5. Chart 2.5.1. BarChart及PieChart图显示已存食物种类分布 (可选按年, 月, 全期) 2.6. Buying Task (购买任务) 2.6.1. 从2.4.9.加入 2.6.2. 显示要购买东西清单(名称及checkbo...

    $13260 (Avg Bid)
    $13260 平均报价
    9 个竞标

    创建网站 企业门户型网站 包含尽可能完备的功能点 JSP开发三层架构, 数据库使用mysql 应用服务器与数据库需要热备。 企业功能如CRM,EMAIL都需要考虑

    $1358 (Avg Bid)
    $1358 平均报价
    4 个竞标

    有完整的产品需求文档和产品交互文档,以及全部前端psd文件,需要你这边使用apicloud开发(如果有更好的也可以,中国打开速度快),同时通过JSON集成一个远程的CRM提供的会员数据。 app 部分功能和交互参考: ,有拖拽服务项目到清单功能和拖动调整预约日程管理两个技术细节。

    $55 (Avg Bid)
    $55 平均报价
    3 个竞标

    dev crm sys.java+mysql b/s 具体需求私聊

    $62507 (Avg Bid)
    $62507 平均报价
    9 个竞标
    创建 Wordpress 模板 已经结束 left

    在Wordpress The7模板基础下完成下述要求. 修改一些商城界面和功能. 需求详情: 按产品分类和目录美化产品介绍(约20件商品).(50%) 制作滑动方式拖动物品属性并且变化价格的功能与界面.(25%) 增加一个在线支持的模块.(10%) 增加一个CRM的模块.(15%) 如有兴趣请加 [Removed by Freelancer.com Admin]

    $3606 (Avg Bid)
    $3606 平均报价
    3 个竞标

    修复现有的系统Bug,调整业务逻辑,开发新功能。 现有一个基于的CRM系统,存在部分Bug需要修复,个别功能调整以及新需求开发

    $180 / hr (Avg Bid)
    $180 / hr 平均报价
    7 个竞标

    weusdkvjbadjbalXbczx,mc /xzfaow;eRFjqe[potfgjw[ epgfnDACV?mad/sFMSD?>VMS":Dfkjse "TOw]Ewepgkwert{gkwer{ptgKSpd:xv,ZX;C/

    $180 (Avg Bid)
    加精
    $180 平均报价
    5 个竞标

    I'm in need of a proficient data analyst to perform group comparison analysis on my SPSS file. Key Requirements: - The purpose of this analysis is to compare different groups or variables (two). You'll need to identify the relevant groups and perform T-tests/ANOVA accordingly. - You'll be provided the data in SPSS file format, hence experience and a good understanding of SPSS is a ...accordingly. - You'll be provided the data in SPSS file format, hence experience and a good understanding of SPSS is a must. Ideal Skills and Experience: - Proficiency in SPSS and strong statistical analytical skills. - Experience in conducting T-tests and ANOVA. - Ability to interpret and explain results in a clear and concise manner. Please bid if you have the relevant skills and ex...

    $273 (Avg Bid)
    $273 平均报价
    2 个竞标

    We are a start-up and looking for a Chartered Accountant with Zero Attitude. Core Skills Required: Cloud Busy, GST Reconciliation, Adjusting Non-GST Purchases, RCM, Invoicing and Bookkeeping. Core Experience Required: Atleast 2-3 years of experience in handling annual turnover of 5 Cr + preferably in e-Commerce sector. And, someone who can take complete responsibility of owning, managing and supervising all tax related work. Please only apply if you can work dedicatedly and for long term.

    $1428 (Avg Bid)
    $1428 平均报价
    12 个竞标
    Android Forex Live Chart App 6 天 left
    已验证

    ...integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a specific set of indicators to include, but I welcome suggestions for impr...

    $4574 (Avg Bid)
    加精
    $4574 平均报价
    14 个竞标

    I run a promising non-profit organization in Saskatoon. We are passionately dedicated to youth affairs, mental health and addiction issues, outreach programs, pro-social recreation, and local culture enhancement. We're now seeking a talented Grant Writer who can help us secure sustainable funding. Your main goal will be to help: - Expand our programs and services - Hire staff members - Obtain a building to operate from We primarily serve Saskatoon, so familiarity with local funding opportunities will be an advantage. Ideal skills and experience: - Experience in grant writing, especially in the area of mental health, addiction, and youth outreach programs - Knowledge of Saskatoon's non-profit landscape - Strong research and persuasive writing skills - Ability to work within tig...

    $5736 (Avg Bid)
    $5736 平均报价
    32 个竞标

    I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi an...Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to th...

    $47 / hr (Avg Bid)
    $47 / hr 平均报价
    3 个竞标

    Hello, I need interactive demo, built in Unity, C#, for scrolling and repeating map of 2D tiles. 1) The map shall be square. The camera must follow main character(let it be represented as simple circle). When the character moves close to the edge of a square, the map shall be wrapped around, so that bottom part goes top, left part goes into right, and so on. The above, I call scroll, repeat map. PM me, if you do not get my description. 2) The map shall have some props, like other circles with various radius. Main character shall not go through the props. The main character shall avoid the props while moving. 3) Moving is done with keyboard.

    $140 (Avg Bid)
    $140 平均报价
    3 个竞标

    Need drawings for a 3 season room as posted in the attached file from elevations to layout.

    $3122 (Avg Bid)
    $3122 平均报价
    33 个竞标

    ...logo for a WhatsApp group dedicated to providing support for individuals affected by long COVID. Key Points: - Logo Style: The logo should be illustrative in nature, with a creative concept that reflects the supportive and communal nature of the group. - Color Scheme: I am open to different color palettes, so there is flexibility for you to use your creative judgment. - Design Purpose: The aim of this logo is to convey a message of support and community. It should be able to resonate with individuals who are looking for a safe space to share, connect and receive support on this pressing health issue. Ideal Candidate: - A strong portfolio of previous logo designs, especially illustrative ones - Familiarity or experience in designing for support groups...

    $195 (Avg Bid)
    $195 平均报价
    24 个竞标

    I have a Google document with incomplete d...includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are required for consideration - please in...

    $4433 (Avg Bid)
    $4433 平均报价
    51 个竞标

    I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lea...

    $1733 (Avg Bid)
    $1733 平均报价
    58 个竞标

    ...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO ...

    $398 (Avg Bid)
    $398 平均报价
    16 个竞标

    As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging impo...

    $31 / hr (Avg Bid)
    $31 / hr 平均报价
    30 个竞标

    I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...

    $2599 (Avg Bid)
    $2599 平均报价
    15 个竞标

    Description: We are currently seeking a dynamic and motivated freelance cold caller to join our team and assist in prequalifying low-income prospects for our revolutionary no-cost health benefits program. This is an excellent opportunity for individuals who are skilled in high-volume cold calling and have a passion for helping others access essential healthcare services. Responsibilities: -Make outbound cold calls to potential prospects to prequalify them for our no-cost health benefits program. -Conduct approximately 100-200 calls per day with a focus on efficiency and effectiveness. -Engage prospects in a professional and empathetic manner to gather necessary information. -Use qualifying questions to determine eligibility based on income level and current h...

    $55 / hr (Avg Bid)
    $55 / hr 平均报价
    9 个竞标

    I'm looking to have a logo designed for my Christian church management website, therefore logos should say Manage My Church. The logo should reflect a traditional style and incorporate the color blue, preferably in a way that represents trust and stability. Key components I'd like to see in the logo include a cross. This is a Christian site, so the cross is an iconic element that I'd like to be emphasized in the design. Ideal candidates for this project should have: - Experience in designing logos for Christian or religious organizations - A strong portfolio of traditional style logo designs - Proficiency in using blue color to convey trust and stability - Ability to incorporate the cross in a visually appealing and impactful way I'm exc...

    $780 (Avg Bid)
    加保
    $780
    472 项参赛作品

    I require a skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email marketing automation - Track record in automating ...

    $1264 (Avg Bid)
    $1264 平均报价
    30 个竞标

    ...responsive and interactive website for my nonprofit organization. The purpose of this site is threefold: - Informing the public about our mission and work - Collecting donations and fundraising - Actively recruiting volunteers and members Understanding the diverse audience is vital for this project. The website must cater to the general public along with potential donors and prospective volunteers, and efficiently engage all of these groups. I will provide various forms of content for the website, including: - Written articles and blog posts - High quality images - Engaging video content -sign up for trainings The ideal freelancer for this job would have experience in creating websites for nonprofits, and a strong understanding of ...

    $1756 (Avg Bid)
    $1756 平均报价
    83 个竞标

    I'm looking for someone with advanced experience in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experienc...

    $281 / hr (Avg Bid)
    $281 / hr 平均报价
    44 个竞标

    ...on a small-scale boutique pasta production venture and I need a consultant to guide me through the pasta production process. Key Areas: - Pasta Production Process: I need expert advice on setting up a small-scale pasta drying process. This includes guidance on the temperature and humidity algorithm to achieve the best pasta outcome, along with equipment options that can be used in a small-scale operation. Ideal Skills and Experience: - Experience in pasta manufacturing is a must, and specifically in the small-scale boutique production sector. - Deep understanding of pasta production process. The focus of this consultancy is mainly on the pasta production process itself. You'll be expected to provide detailed guidance on how to set up an efficie...

    $117 - $195 / hr
    $117 - $195 / hr
    0 个竞标

    As a small-scale business owner, I need a proficient cybersecurity expert to address three crucial areas of cybersecurity within my organization: network security, data protection, and threat detection. Additionally, expertise in penetration testing will be of added value. Key responsibilities will include: - Setting up and managing a secure network infrastructure to ensure protection against possible network threats. - Implementing solutions for data protection to safeguard sensitive data and reduce the risk of data breaches. - Establishing reliable threat detection mechanisms to identify and combat cyber threats before they impair our systems. - Conducting penetration testing to identify any potential vulnerabilities and strengthen our security posture. Further, to naviga...

    $117 (Avg Bid)
    $117 平均报价
    4 个竞标
    Small WordPress Project 6 天 left
    已验证

    Small WordPress Project; send you more details

    $367 (Avg Bid)
    $367 平均报价
    138 个竞标

    I'm looking for a skilled developer with experience in object detection and tracking using OpencvSharp. Key Requirements: - Implement custom object detection and tracking for a small cylindrical 3D printed case, specifically designed for electronics housing. - The system must be capable of detecting and tracking the case from various angles, as well as accurately estimating its rotation. Ideal Skills and Experience: - Proficiency in OpencvSharp for object detection and tracking - Prior experience in developing similar systems for 3D objects - Ability to accurately track and predict the rotation of objects If you are confident in your ability to tackle this project, I would love to hear from you. Please provide examples of similar work you...

    $507 (Avg Bid)
    $507 平均报价
    5 个竞标

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

    $4574 (Avg Bid)
    $4574 平均报价
    144 个竞标

    I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

    $390 (Avg Bid)
    加保
    $390
    79 项参赛作品

    I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will man...

    $4316 (Avg Bid)
    $4316 平均报价
    42 个竞标

    I'm looking for a seasoned advocacy and partnerships strategist who can effectively propel my brand's visibility. With a keen emphasis on partnering across multiple sectors including government, non-profit organizations, and corporate companies, creating strategic alliances that are mutually beneficial is the aim. Key responsibilities: - Build the department Advocacy and Partnerships strategy - Establishing robust social media marketing strategies to bolster brand and project awareness campaigns presence. Ideal candidates should possess vast experience in advocacy and partnerships, with a proven track record in creating strategies . An innate ability to formulate and implement social media strategies, public relations campaigns, and event coordination is also c...

    $1046 (Avg Bid)
    $1046 平均报价
    25 个竞标

    Hi everyone, I'm searching for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the ...

    $4144 (Avg Bid)
    $4144 平均报价
    81 个竞标