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
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
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。
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）
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。
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。
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...
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...
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
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。
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]
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
I'm looking for a skilled de...preferably with TCPDF experience, who can customize the PDF template on my Perfex CRM. I need you to: - Change the fonts and colors on the cover, header, and footer sections. - Incorporate logos and images I will provide into the design. - Rearrange the sections for a smoother, easily readable print layout. I want this new PDF template to stay consistent with my existing branding. As such, you'll need to emphasise and incorporate: - My company's distinctive color scheme. - Our unique logo and theme. - The specific font styles that we've been using in the company. Your understanding of branding consistency, creativity, and attention to details will be critical for this task. Previous work on Perfex CRM or similar platfo...
On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personal...
...services to restaurant and hotel owners. Required services include: - Social media advertising: To broaden our reach and solidify our online presence, we need efficient campaigns on Instagram and LinkedIn. Experience in ad campaign management on these platforms is a must. - Extensive email marketing: Regular emails need to be dispatched to target audiences for promotional purposes. Experience in CRM email campaigns and analytics would be beneficial. The ideal candidate should have solid experience in the hospitality industry marketing, particularly in B2B interactions. Understanding of parking operations would be an added advantage. Proven track record and portfolio showcasing results achieved would be favored. Our aim is to make our parking services synonymous with restaurant...
I'm looking to develop a CRM software specifically tailored for my men's boutique. This software will help me manage and organize customer data and orders efficiently. Key Features: - Customer Management: The software should be able to store and manage customer's contact information, any relevant notes about them, and track where in the order pipeline they currently are. - Order Management: The software should have the capability to track each order from initiation through to delivery, generate invoices for orders, and provide updated delivery status information. Ideal Skills and Experience: - Proven experience in developing CRM software - Strong knowledge of customer and order management systems - Ability to develop a user-friendly and intuitive interface ...
...appointments set up, with additional bonuses on installs • Follow up with customers to confirm appointments and provide necessary information • Update CRM system with relevant customer details and appointment schedules • Minimum 3 years of experience in solar industry cold calling required • Targeting customers in CA and FL for our no-cost solar program Requirements: • Fluency in English and Spanish with a clear accent • Proven experience in solar appointment setting through cold calling • Ability to work an 8-hour shift (Eastern Time) with consistent performance • Strong communication and persuasion skills • Proficiency in using calling software and CRM systems If you are a motivated individual with a passion for solar energ...
...Airbnb account on a weekly basis. As a potential assistant, your tasks will include: - Messaging guests promptly and professionally. - Efficiently managing bookings and reservations. - Handling various online inquiries with the utmost courtesy. You should be familiar with the following platforms: - Airbnb host tools, for seamless property management. - Customer Relationship Management (CRM) systems, to enable effective communication and provide top-tier customer service. - Office productivity software, to ensure smooth operation and organization. Experience in these areas is highly preferred as it will lead to a smoother operation and improved guest satisfaction. If you are organized, communicative, and well-versed with hospitality management, then you are the ide...
...of a list featuring more than 500 companies. In the details you collect for each organization, I'd like to see the following: - Company Name - Contact Person Name - Contact Person Email. The ideal candidate for this task would be someone who is proficient in data mining and possesses broad knowledge of Oracle EBS customers in the manufacturing, retail, automotive industry. Prior experience in CRM database creation would be an added advantage. It's essential that all information gathered adheres to privacy and data protection laws, ensuring a legally compliant list. So, a freelancer with a keen understanding of these laws would be highly preferred. Accuracy of data is of top importance, therefore meticulous cross-checking is needed for each entry. I'm looking...
I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: ...incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a plus. The candidate should also be capable of ensuring ongoing process optimization and representing success...
I'm in search of a skilled professional who can cater to my specific needs regarding Customer Relationship Management (CRM), Digital Marketing and Search Engine Optimization (SEO). Key tasks include: - Implementing effective lead management strategies within a CRM context to enhance customer database and sales pipeline tracking. - Engaging in social media advertising to broaden outreach and gain a competitive edge in the digital landscape. Prior experience with similar assignments is a must. - Undertaking keyword optimization to improve our website's search engine rankings. The potential candidate should possess a strong understanding of CRM processes, digital marketing dynamics, and SEO strategies. Substantial experience with keyword optimization and lead...
We're working on promoting and expanding our VS CRM solutions across several African countries. Our primary focus is on Nigeria, South Africa, Kenya, and many more. Visit before bidding. Key Goals: - Developing partnerships: We're looking to forge alliances with local IT companies and propel our marketing forward. We believe aligning with businesses having specialized knowledge could provide mutual growth opportunities. Ideal Candidate Skills and Experience: - Experiences in IT company partnerships - Brilliant networking skills across African markets, particularly in Nigeria, Kenya, and South Africa - Strong background in promotional strategies and CRM marketing - Previous experience with VS CRM would be an added advantage. The ideal freelancer will...
...developer with PHP and CodeIgniter experience to maintain and expand our CRM system. And Create employee email system Key Tasks: - **User Management**: Enhance and optimize existing user management functionalities. - **Reporting and Analytics**: Develop and integrate more advanced reporting and analytics features, primarily to monitor employee performance. - **Task Management**: Improve the task management system. - **Rostering**: Implement a system to allow for rostering functionality. Invoices: implement system to allow invoices Design Requirements: - I am looking for a **Professional and Corporate** design for the CRM. Ideal Qualifications: - Proven experience with **PHP and CodeIgniter**. - Previous work on **CRM systems** or complex web applications. - Str...
...management (CRM) project. This task encompasses various aspects including: - CRM Development: Despite a missing specific feature request, it is assumed basic aspects of CRM will be needed i.e., sales tracking, task management, and customer management. - Image Editing Feature: This includes incorporating basic tools for image resizing and cropping into the CRM tool. - Bug Fixing: There have been some technical issues detected with the CRM, particularly relative to user interface problems and functionality hitches; I would love these resolved in due time. Given the significance and the somewhat extensive nature of the project, it is heavily required that the freelancer possesses a high level of expertise and experience with Laravel and PHP frameworks...
...piece of information. Key Responsibilities: - Researching and collecting information on the CEO, senior management, and email addresses of around 80 councils. - Ensuring the accuracy and relevancy of the data collected. - Organizing the data neatly into a spreadsheet, in a format suitable for subsequent upload to a CRM tool like Pipedrive. Ideal Skills and Experience: - Experience in data research and entry. - Proficiency in using Excel or Google Sheets. - Familiarity with CRM tools, particularly Pipedrive, is a plus. - Attention to detail and the ability to maintain data accuracy. - Clear communication to provide updates on the progress of the research. I'm looking for someone reliable and efficient who can complete this task accurately and in a timely manner. Pl...
somos una empresa de servicios donde tenemos un crm, damos ofertas y luego tenemos que cruzar nuestras operaciones con las comisiones .... y todo los intentamos gestionar con airtable ....
I am looking for a creative designer who can create a unique, minimalist and modern logo for my business. Name: Notion4Agents It is a Real Estate Software CRM in Notion Attached Mr Notion is an example, but would like to have this applied to real estates agents. The logo should be a combination of text and symbol that effectively represents the professionalism and reliability of my business. - Design a logo combining text and symbols - Implement a minimalist and modern design style - Convey a sense of professionalism and reliability through the design
As a ...developer to assist with a project that involves customization and integration. Key Responsibilities: - Customizing Tally to integrate with our CRM system. - Ensuring smooth synchronization of customer data between Tally and the CRM. Ideal Skills and Experience: - Proficiency in Tally customization and integration. - Proven experience with CRM integrations, especially syncing customer data. - Strong understanding of financial and sales reporting. - Past experience in enhancing customer relationship management through system integration. Your role is pivotal in ensuring that our customer data is up-to-date and correctly reflected in both our CRM and Tally. The successful candidate will play a crucial role in automating our systems and enhancing effic...
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. It is impor...data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns, ...
It is necessary finish a project managemet application made in laravel. The change are: - make some change regard the flow, the links, the design, the ecommerce and report; - It is necessary experience in query, report charts, pivot builder and Business intelligence to change the reports that must have good design, many filter and cross. the charts must have drill down. Please answer only if have experiences in project management software and pivot-query-busienss intellegence. And show my the url of similar job made.
...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. A Co...
...market research, developing brand positioning, and creating brand identity. •Must have a strong understanding of digital marketing ranging from UX/UI, mapping, journey building, email templates, landing pages, SMS text, etc. •Must have a strong background working with Figma, Adobe Creative Suite: XD, Illustrator, Photoshop, Dreamweaver, After Effects. •Must be able to work in HTML, CSS, MIRO, Litmus, CRM, CMS, and nimble with new systems/platforms. •Must have a strong attention to detail and the ability to drive multiple projects forward, think in systems and process, remain agile, and seamlessly manage multiple ongoing projects in a structured way. We are a small team passionate about delivering exceptional web design solutions. If you are a talented UI/UX W...
Automatización de flujos de trabajo a través de CRM, WhatsApp y redes sociales con bots conversacionales y asistentes de IA.
I'm currently seeking an entry-level personal assistant who can commit to 10-20 hours per week. Eventually will need someone for 40 hours a week An ideal candidate will be able to expertly communicate what they are doing and is able to learn new tasks quickly. ...what they are doing and is able to learn new tasks quickly. Here are some other things I am looking for -Ability to film 5 minute looms and update me on what they are doing. (If you message me, I will ask you to create a loom video where you will explain back to me what I am looking for) -Ability to use AI to improve communication, solve problems, and create ideas -Proficiency in GoHighLevel CRM is a plus. Demonstrating a strong ability to organize, multitask, prioritize and work under pressure will be value...
I am aiming to build a custom CRM specifically tailored for immigration lawyers dealing with student cases, leveraging open-source, white-label CRM technologies. Here are the key functionalities I am looking for: - Contact management - Task management - Email integration - Custom report generation For this project, your expertise in open-source CRM software would be invaluable. A good understanding of the needs of legal practitioners, particularly immigration lawyers, will contribute to the success of this project as well. You will also have to be skilful in modifying and customising open-source platforms to meet specific needs. In the end, what I want to have is a CRM system user-friendly enough for immigration lawyers that can also be adapted for other le...
I'm looking for a dedicated full-time customer service professional to handle various customer-related tasks. Key Responsibilities: - Answering customer inquiries through phone, chat, email, and text - Resolving customer complaints efficiently and professionally - Customer Account Set Up - Website Set Up & CRM - Providing detailed product information and support Ideal candidates for this position should have strong communication skills, good computer skills, great English/Spanish speaker/writer, be customer-oriented, and be capable of handling high volumes of customer inquiries. Experience in a similar role would be highly advantageous. Please note that this is a full-time position, and your availability to handle customer queries during business hours is essential. B...
I'm in need of a skilled PHP and Laravel developer to assist with creating a social media API and integrating it into my website. The main purpose of the API will be to facilitate the integration with various social media platforms, focusing on Meta, ads Facebook leads data stores in CRM systems and Whatsapp Api Key Responsibilities: - Develop a robust API with PHP - Implement the API into the website - Store API data accurately in a MySQL database Ideal Candidate: - Proficient in PHP and Laravel - Extensive experience in API creation - Prior experience integrating with social media platforms - Strong understanding of user authentication and profile handling in API development - Solid grasp of MySQL database implementation Please bid if you are confident in your ability to ...
As a beginner seeking to master Dynamics 365, I am in need of an experienced trainer to equip me with essential skills and knowledge through live interactive sessions. I am particularly interested in learn...empowering others with new skills - Training should include below, topics at minimum and more details in attachment: - Creation of Dummy Accounts - Environments and their types - Overview of Dynamics 365 - Overview of Dynamics 365 Business Central - Overview of Dynamics 365 Finance & Operations - Overview of Dynamics 365 Customer Engagement - CRM Functional - Sales Module - CRM Functional - Customer Service - CRM Technical - Customizations - CRM Demo project with end to end implementation If you meet these requirements, I look forward to partnering...
...Providing both Figma and Elementor files for future use. - Implementing RTL design for the dashboard to cater to specific language needs. The dashboard should include, but not be limited to: - Property listings management: A feature that allows agents to upload, manage, and update property listings. - Client interaction tools and Sales CRM: Tools and interfaces that facilitate communication and interaction between agents and their clients. Calendar view, Sales Crm and more.. - Analytics and reporting: A section that offers insights, statistics, and reports on the agents' performance and property listings. I'm looking to have this project completed ASAP, so a quick turnaround time is crucial. Experience in RTL design and real estate web app development would be ...
I run an advertising agency here in the UK that works with various companies across the country to increase their client acquisition and sales for the past few years. I'm looking to grow my company and expand the team....reaching prospects over the phone to organize a meeting with myself - Qualifying the prospect for advertising services - Selling the appointment - Ensuring prospects show up to the meeting Location: Anywhere Compensation: Up to £1000/month per client Requirements & Criteria: - Experience with cold calling and talking to business owners - Knowledge of general sales and selling - Knowledge of using a CRM and tracking progress - Ability to keep in regular communication with GMT timezones over virtual calls and messaging - Ability to report results dai...
...Providing both Figma and Elementor files for future use. - Implementing RTL design for the dashboard to cater to specific language needs. The dashboard should include, but not be limited to: - Property listings management: A feature that allows agents to upload, manage, and update property listings. - Client interaction tools and Sales CRM: Tools and interfaces that facilitate communication and interaction between agents and their clients. Calendar view, Sales Crm and more.. - Analytics and reporting: A section that offers insights, statistics, and reports on the agents' performance and property listings. I'm looking to have this project completed ASAP, so a quick turnaround time is crucial. Experience in RTL design and real estate web app development would be ...
...Functionalities: - User Management: The system should allow individual consumers to sign up, log in, and manage their accounts efficiently. - Analytics Tracking: The platform should integrate effective analytics tools to help us gain insights into user behavior, feature performance, and other relevant data. - Customer Relationship Management: We aim to position our platform as user-centric, so robust CRM tools are critical. I envision features that will allow us to engage and retain our user base effectively. Ideal Qualifications: - Extensive experience with SaaS platform development, particularly focusing on user management and analytics tracking. - Proven expertise in designing and implementing customer relationship management functionalities. - A solid understanding of user e...
Every thing which is available in your website like automation , B3G1 ,payment gateway , invoice print , order tracking , custom checkout page , and more 40+ features which is helping you to sell products . and customer interface is try to so easy to all Google related also. CRM, social login
I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: ...incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a plus. The candidate should also be capable of ensuring ongoing process optimization and representing success...
I'm seeking a comprehensive CRM/HRM solution for my Immigration Consultancy Firm. The system should cater to client, document, and employee management. Preferred location of freelancer / software house is LAHORE. Key Features: - **Client Management**: The system should have a robust client management module. It should help us track client interactions, monitor case progress, and manage client information securely. - **Document Management**: The CRM/HRM system must enable us to store and manage client documents efficiently. This includes the ability to upload, categorize, and retrieve documents easily. - **Employee Management**: The platform should support the management of 11-50 employees. Features should include attendance tracking, performance evaluations, and per...
... the GPT then translates this text into a format of our database and based on a matching / scoring algorithm will select the best 10 investors for our set of 2000. The user should be able to go on our website. ask a question leave an email and get an answer with the top 10 list as an email attachment. That person needs to leave his contact details which will be automatically added to our Zoho CRM with a trigger action to setup a call for one of our sales people. Key Project Details: - **Search Function**: The system should allow users to search investors by any criteria they choose. This may include name, industry, and location. Effectively they describe their own company and the system then takes the essential data plus makes intelligent inferences (normal GPT requirement) t...
