Crm工作

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。

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。

hi,我想在perfex crm里添加邮件功能。

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

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。

dev crm sys.java+mysql b/s　具体需求私聊

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

Salesforce Developer Support for Marketing Cloud Customization I am looking for a Salesforce developer with 8+ years of experience to assist me with customization tasks specifically related to Marketing Cloud. Tasks to be performed: - Customizing Marketing Cloud workflows and processes to align with our CRM requirements - Implementing personalized marketing campaigns and automation using Marketing Cloud functionalities - Integrating Marketing Cloud with other systems and platforms for seamless data exchange - Assisting with data migration and ensuring data integrity during the process - Providing ongoing support and troubleshooting for any issues related to Marketing Cloud customization Ideal skills and experience: - 8+ years of experience as a Salesforce developer, with a focus...

Looking for someone who knows how to setup Hubspot from start to finish. I need to integrate the service to Xero. Setup basic email templates. Show me how to use the system. I need a ticketing module setup Invoice template setup.

I need this Completed by Monday 12pm EST Intergrate into the existing WordPress Site Supporters Login/Renew Directory Forum Bylaws Hall of Fame HOF Application Search HOF Members Wall of the Fallen/Survivor Fund Wall of the fallen form Survivor fund form Survivor fund FAW and policies Search the wall Make a Pledge

I am looking to implement Odoo for my business and I need help getting the system up and running. The modules I need to be set up are Sales, Purchase, Inventory , CRM, HR I don't require any customizations for these modules as they should work as-is. Finally, I need the system to support more than 10 users. I am looking for a quality freelancer to help in implementing the Odoo system for my business. You must have experience in Odoo implementations for a variety of modules and understand how to support multiple users within the system. Please reach out with your proposal if you feel you could be a good fit for my project. Thanks for your interest.

i need to fix filter code so email piping based only on return email title without checking to email id and user id.

I am looking for a UI/UX developer to build a CRM app that serves as a lead management tool. The primary function of the app should be contact management. I have a preference for a corporate and professional design for the UI/UX. Skills and experience needed for this project include: - Strong UI/UX design skills - Experience in building CRM apps - Ability to create a corporate and professional design - Proficiency in relevant programming languages and frameworks

Custom Fields: I need to create custom fields in the CRM to store additional property and client information that is unique to my business needs. My website is a listing portal for multiple agencies/agents who deal in sale and rent of both residential and commercial listings as well as overseas listings. My Current houzez Crm only offers me a one form entry for everything. I would like to customize this to at least 3 forms which is ; SALE a) Residential b) Commercial c) Overseas And RENT a) Residential b) Commercial

We are using a Redmine with RedmineUP CRM and Helpdesk plugin. We are looking for enhancing redmine with new permission that can be used to Hide contacts email and contact link on issues and issues public link. This permission can be assigned to certain roles so users with that role won't be able to see contacts contact details but just name. I am looking for a Redmine Plugin that can hide sensitive fields in the system. The specific sensitive field that needs to be hidden is the Contact Information. Requirements: - The hiding of the sensitive field should be done through a permission that can be assigned to a role per project. - Users should have no access to the sensitive field. Ideal Skills and Experience: - Experience in developing Redmine Plugins. - Knowledge of Redmin...

...reliable sources Project Requirements: The client is seeking a Technical Content Writer to create content for their IT-focused website. The ideal candidate should have the ability to write informative and engaging articles that cater to a tech-savvy audience. Specifics of the project include: - Focus: The content should primarily revolve around the IT field, covering topics such as ERP, SAP, CRM etc. - Style/Format: The content should adhere to a website style and format, ensuring readability and user-friendly presentation. - Word Count: The client requires approximately 40 pages of content, which translates to a substantial word count. The chosen candidate will be responsible for conducting thorough research, organizing information effectively, and delivering high-quality c...

I am looking for a skilled UX designer to create a detailed flow chart for a complex Customer Relationship Management (CRM) software. The ideal candidate should have experience in creating UX flows for management software. Example attached. Specifics: - The purpose of the software is to manage customer relationships effectively. - The client has a detailed list of functionalities that they want included in the UX flow. - The preferred software for creating the UX flow chart is not specified, so the candidate should be proficient in using a variety of software tools. Skills and Experience: - Strong experience in UX design, particularly for management software. - Proficiency in creating detailed flow charts based on specific functionalities. - Knowledge of various software tools fo...

I am looking for experienced Odoo Open ERP developers who can assist me with the CRM module. General ERP experience is fine, industry-specific experience is not necessary. This is a long-term project with a timeline of more than 6 weeks.

...skills - Knowledge of effective sales techniques and strategies - Ability to understand and adapt to different customer demographics (B2B and B2C) - Familiarity with CRM software and tools - Ability to work independently and meet sales targets Responsibilities: - Conduct outbound calls to potential customers, introducing our products and services - Identify and qualify leads, understanding their needs and requirements - Provide product information, answer questions, and address customer concerns - Close sales and achieve customer acquisition targets - Maintain accurate records of customer interactions and sales activities in CRM system If you have experience in telesales and are confident in your ability to acquire new customers in the retail industry, we would love to...

I am looking for someone with experience in setting up and integrating Salesforce for the first time, including QuickBooks integration. Currently I do not have a CRM system in place, however, I will need sales tracking to be implemented into Salesforce. I need to consolidate all of our lead sources, current customers from QuickBooks and our scheduling software provided by FlightCircle.com. Thank you.

I am looking for a freelancer to assist me with specific modules of Odoo, an open-source ERP and CRM system. Set up everything. ONLY WHEN YOU KNOW ODOO and have proven worked on it. Specific Requirements: - Development, installation, and configuration of the chosen modules (Sales, Accounting, and Inventory) - Customization of the modules to meet my specific requirements - Timeline for completion of the project is within 2-4 weeks Ideal Skills and Experience: - Strong knowledge and experience with Odoo - Expertise in developing and customizing Odoo modules - Ability to meet the specified timeline for completion

Step 1- Landing Page: - Writing the copy for our landing page. - Designing our page - Building the landing page on our website and linking it to our CRM or email marketing platform. - Set up thank you page with option to book a call as a next step. This will go to our website’s contact form. - Write and set up 3 emails in our CRM that people get once they request the checklist that: o Promotes a case study o Talks about our unique way of working o Promotes booking a call with you - Create an attractive landing page with minimal to no scroll. It needs to be a simple yet effective one page document that requests their contact details. The Landing page will need to be incorporated into our website. Example below

I am looking for a developer to implement MS Exchange OAuth2.0 for VTiger 7, an open-source CRM platform. The implementation should be completed within a week. Skills and experience required: - Strong knowledge of VTiger 7 and its architecture - Proficiency in MS Exchange OAuth2.0 implementation - Familiarity with integrating OAuth2.0 with VTiger - Ability to discuss and determine any additional features or integrations needed alongside OAuth2.0 Please note that the client is not sure if any additional features or integrations are required, so a discussion will be needed to determine the specific requirements.

...of works: Step 1- Landing Page: - Designing your lead magnet into a professional looking PDF. This includes editing copy in document. - Writing the copy for your landing page. You get up to 3 revisions. - Designing your page with up to 3 revisions. - Building your page on your website and linking to your CRM or email marketing platform. - Set up thank you page with option to book a call as a next step. This will go to your website’s contact form. - Write and set up 3 emails in your CRM that people get once they request the checklist that: o Promotes a case study o Talks about your unique way of working o Promotes booking a call with you - Create an attractive landing page with minimal to no scroll. It needs to be a simple yet effective one page document that requ...

I'm looking for an experienced developer to configure a production Flutter app to run on iOS devices. The app is a simple CRM currently running on Android devices and is Flutter & Firebase based and uses iOS compatible dependencies and has no incompatibility issues. The app must be ready for Codemagic build, thus Codemagic build flow knowledge is desired and Codemagic setup is a plus. If the successful bidder has additional ideas or strategies, I would welcome any suggestions. The successful bidder should also possess strong communication skills, be able to meet tight deadlines, manage expectations, and respond promptly to questions and feedback. I'm looking for someone who is reliable, diligent and capable of providing an innovative solution. In return, I offer fai...

I am looking for someone to help create a patient inquiry form for our website. The form should include patient's personal information, but no additional features or specific changes are needed. Furthermore, no integration needs to be made with any existing CRM or scheduling system. We urgently need this project to be completed, so immediate work is required. If you have the expertise and knowledge needed to help us with this project, please contact us and let's get started as soon as possible. Thank you!

...research and assist in special projects. Customer Support: - Respond to customer (technical and non-technical) inquiries via email or chat promptly and professionally. - Troubleshoot common customer issues and escalate when necessary. - Maintain a knowledge base of frequently asked questions. - Nurture customer relationships to enhance their experience and loyalty. CRM Management: - Maintain and update customer relationship management (CRM) systems. - Segment and organize contacts for targeted marketing efforts. Marketing and Outreach: - Execute and manage email campaigns to reach and nurture potential clients. - Assist in cold calling prospects to introduce our SaaS product. - Create visually appealing graphics and designs using Canva for marketing materials. Content ...

...persona advertising, pay-per-click, pay-per-lead, directory listings, etc. What we need is someone who can oversee the complete cycle from ad to trial signup. Specifically, I need assistance with: - Designing and creating lead pages that are visually appealing and user-friendly - Optimizing lead pages for maximum conversion rates - Implementing lead capture forms and integrating them with our CRM system The primary goal of this project is to improve our sales conversions by optimizing our lead pages. ** If you do not have the technical skills to make the design edits, our web team can manage that part of the process with your direction. ** Responsibilities: 1. Lead Conversion Tracking: • Monitor and analyze the performance of online marketing campaigns. • Evalua...

...for is Zoho CRM, Creator, Analytics... but the most important is CRM. I require support for both an existing Zoho CRM system and a new setup. The level of customization required can vary, ranging from minor changes to major overhauls and even complete system builds from scratch. with knowledge in PHP and Javascript We are looking for a decisive person, who is able to find a solution and execute it, who likes to learn new things and deal with customers. ----------- Ideal skills and experience for this job include: - Proficiency in Zoho CRM programming and technical support - Strong understanding of Zoho applications, specifically Zoho CRM - Experience in customizing and configuring Zoho - Ability to develop both simple functions and complex de...

I am seeking an experienced professional to develop a lead generation website for the residential real estate market. The ideal candidate should have experience in developing lead generation websites with the following features: - Lead capture forms: The website should have user-friendly forms that allow visitors to easily submit their contact information. - CRM integration: Integration with a CRM system is essential to effectively manage and track leads. - Property search functionality: The website should have a search feature that allows users to search for properties based on specific criteria.

Executive Telesales We are looki...our product/service Responsibilities: - Conducting outbound calls to potential clients - Building and maintaining relationships with clients - Identifying client needs and offering suitable solutions - Meeting sales targets and KPIs Ideal skills and experience: - Proven track record in telesales and achieving sales targets - Knowledge and understanding of the [industry] market - Familiarity with CRM software and sales tools - Ability to work independently, as well as part of a team Preferred method of communication with potential clients: - Emails If you are a motivated and results-driven telesales professional, with a passion for [industry], we would love to hear from you. Please submit your proposal and include relevant experience and succes...

CRM Integration with Facebook I am currently using CRM platform and I am looking for a freelancer to help me integrate it with Facebook and the respective users email accounts. Main Goals: - My main goal with the integration is to improve sales tracking by seamlessly syncing customer data between the CRM and Facebook. Ideal Skills and Experience: - Experience with CRM platforms and Facebook integration - Knowledge of lead generation tracking and sales tracking - Ability to seamlessly sync customer data between CRM and Facebook - Knowledge of email integration with CRM.

...calling project is to generate sales for our company. - Targeted List: The freelancer will need to generate the list of calls. - Number of Calls: The freelancer is expected to make 50-100 calls. Ideal Skills and Experience: - Excellent communication and interpersonal skills. - Proven experience in sales and telemarketing. - Ability to generate leads and convert them into sales. - Familiarity with CRM software for managing and tracking calls. - Strong negotiation and persuasion skills. - Time management and organizational skills to efficiently make the required number of calls. - Proficiency in relevant sales techniques and strategies. - Knowledge of the industry and market trends. - Ability to handle objections and provide excellent customer service. - Results-driven mindset an...

...Implementing custom workflows, fields, and objects - Creating custom reports and dashboards - Integrating third-party applications as needed Requirements for this project include: - Extensive experience with Salesforce Service Cloud customization - Strong understanding of Salesforce configuration and administration - Proficiency in Apex, Visualforce, and Lightning components - Familiarity with CRM best practices and industry standards The ideal candidate for this project will have: - A track record of successful Salesforce Service Cloud customization projects - Excellent communication and problem-solving skills - The ability to work independently and meet deadlines If you have the skills and experience required for this project, and can complete the tasks within 1 week, plea...

We organize offline events. We are looking for someone to design a B2B website which will not just generate leads but also onboard businesses interested in associating with us. The website should be simple to use and should have a payment gateway integrated. The complete data should be managed through a CRM. Regular marketing campaigns (emailers, whatsapp, sms) should be possible from the website by integrating necessary plugins. Invoice generation should also be integrated on receipt of payments. Plus we're also looking at a fully functional mini amazon kind of B2C marketplace.

I am looking for a freelancer to help with integration of multiple systems into one platform. The integration primarily involves connecting a CRM with collaboration tools. Specifically, I need a freelancer to help me link together two or three platforms, and enable task tracking and resource management in the process. I am looking for someone who is highly experienced in integration projects and has a good understanding of both CRM and collaboration tools.

Customize my pipex crm which I purchased from codecanyon.

I am looking for a freelancer to help me with the various workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integra...freelancer to help me with the various workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar bookings, and invoicing. If you have experience with any of the CRM systems such as Salesforce, HubSpot, or Zoho that would be a ...

...Automated replies: The chatbot should be able to send automated responses based on user queries. - Integration with CRM systems: The chatbot should be able to integrate with CRM systems to provide personalized responses. - Multi-language support: The chatbot should be able to communicate in multiple languages. Platform: - Web-based: The SaaS application should be accessible through a web browser. Complexity: - Medium complexity: The chatbot's responses should be of medium complexity, providing advanced AI capabilities. Ideal skills and experience: - Strong experience in developing chatbot applications, specifically for WhatsApp. - Proficiency in integrating chatbots with CRM systems. - Knowledge of natural language processing and AI capabilities. - Familiari...

I have WA Business with no API. How do I use Zappier or (I use that as my CRM), to send a message to a list of contacts?

... My client would like someone to come in and assist with reorganising the OneDrive folder structure, which I can then archive monthly out of Sharepoint. Also, they will need some tweaks to the general layout and features. For example, add a Feature Button to the Sharepoint homepage, that will create a new job in Jira. We might also need a custom App in Jira, to better organise clients, like a CRM. They add client details all over the place, and need one location that will sync out to all other platforms. Looking at Teamboard Timeplanner App for removing HR Partner. Potentially, this could becoming an ongoing hire if the initial project is completed successfully. Could you please quote me for an initial project cost. Attached is their process flow - we need to reduce admin an...