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 in need of a skilled developer or team, capable of creating a multifunctional AI system for a new solar energy bus...browsers: To ensure cloud-based, anywhere access. Finally, the AI system needs to have integration capabilities, allowing seamless connection with existing software in the business environment: - CRM systems: To provide comprehensive visibility into customer engagement. - Energy monitoring systems: Need to integrate data for the most accurate results. - Billing systems: To streamline financial processes. Ideal freelancers would have previous experience in AI software development, with knowledge of predictive analytics, and a strong understanding of energy management and the solar industry. Familiarity with CRM, billing, and energy monitoring systems ...
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...
...me revamp my company's Zoho Bigin system. For the project, focus will be on: - Lead management: This is a critical aspect that needs streamline. You should be good in setting up a practical, effective system that is easy to maintain and update. - Sales pipelines: We desire to monitor sales processes better and easily spot opportunities, hence your expertise in setting up sales pipelines is essential. My team is small and I anticipate no more than ten users. That said, the system should allow easy addition and removal of users, with minimal technical assistance needed. Finally on customization, I need basic changes done. These include layout adjustments, additional fields for more details, and workflows to ease operations. You should have extensive experience in Zoho...
...service delivery. - **Work Order Management**: Maintain a clear overview of tasks assigned, completed, and pending. System Integration: - **CRM**: seamless integration with our Customer Relationship Management system, ensuring smooth communication. - **ERP**: Inclusion of Enterprise Resource Planning will streamline the overall management of resources and services. - **Inventory Management**: Incorporating Inventory management systems will enhance our ability to track and supply necessary resources. Ideal candidates should have experience with: - Developing Field Service Management Systems - Working with large numbers of users - Integrating systems like CRM, ERP, Inventory Management and Accounting Systems The successful freelancer will be able to provide a comprehensi...
I want to remake a complete webpage, with new aestethics, modern and that allows to keep adding new pages with low effort. The page was created originally with wordpress.
I'm looking for a Korean speaking telemarketer who can help me in qualifying lead...this solution. Key tasks for this project include: - Making outbound calls to potential leads - Qualifying these leads based on their interest and requirements in cloud computing - Documenting these calls and the results in a CRM platform - Providing regular updates on qualified leads via phone calls The ideal freelancer for this project should have: - Prior experience in telemarketing, particularly in the IT solutions sector - A good understanding of cloud computing services / ITSM - Excellent communication and interpersonal skills - Proficiency in using CRM platforms for lead management Looking forward to receiving bids from freelancers with a proven track record in telemarke...
I need help with migrating my accounting data from Zoho Books to another software. - The data to be migrated is less than 1 year of transaction records. Ideal Skills and Experience: - Experience with Zoho Books - Proficiency in data migration - Strong understanding of accounting principles - Attention to detail and accuracy in data transfer - Ability to complete the task in a timely and efficient manner. Please provide details on your experience with data migration, especially if it involves Zoho Books.
Hi, I'm looking for CA who can do the audit, file ITR & MCA requirement. Along with good level of understanding of zoho.
I am in need of a customer relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, and lead management - Strong c...
I made a wordpress custom theme. Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will know how to update someth...
I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.
I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship managemen...cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and possibly automate our processes for b...
I'm seeking an experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website is available in the customer data. ...
I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.
I am seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workflow automation is key for this project.
I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...
I am seeking a seasoned salesperson with a strong background in CRM software, particularly those that are used for customer service functions. Your main responsibilities will be selling our CRM software to large corporations. Requirements: - Extensive experience in CRM software sales. - Deep understanding of customer service-oriented CRM tools. - Proven record of selling software to large corporations. Those who can demonstrate a solid track record of high value sales within this specific arena will be highly considered. This role requires an assertive, professional, and dynamic individual who is driven by beating sales targets. Your passion for customer service technology should shine through and inspire potential clients.
I'm seeking a skilled freelancer to analyze data provided. I can provide an excel file which will have -Customer -Invoice Number -Date -Product De...trends and see which customers are buying less and vice versa. Please recommend technology we are open to feedback. Along with this i will like another separate file for another user who will look after the Customer Service and sales side of the business. I would like this second file to extract selective data from the master file and propmt the user to make phone calls to existing customer and note down the call notes and mark that a certain customer has been contacted on this date and will be needed to be contacted again in 1 month again. Also in this same file have a similar sheet for New Customers CRM for cold call...
I'm looking for a Zoho expert who can help me with improving my inventory management, streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving s...
I'm looking for a skilled CRM developer who can make some strategic adjustments to our CRM system. The goal is to enhance the platform with new features, optimize existing ones, and refine the user interface. Key Tasks: - Add new features: The new functionalities we're looking to introduce revolve around advanced reporting and analytics, and task automation. - Improve existing features: Your expertise in CRM development will be pivotal in refining the current features to make them more efficient and user-friendly. - Customization of user interface: A customized user interface is essential for a better user experience. The ideal candidate should have: - Proven experience in CRM development - Proficiency in integrating third-party software - Strong bac...
For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...
For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...
...- Fetching Real-Time Data for Dashboards: The application should be able to update in real-time using data from external sources. - User Authentication and Management: Secure management of user data and access rights is a key component of the MVP. - Payment Processing: The MVP will handle payment processing, which must be seamless and efficient. - CRM and B2C Product Interface: The MVP should provide a user-friendly interface for CRM operations and B2C interactions. The ideal freelancer for this project would have extensive experience in and Material-UI (MUI). Additionally, experience with Figma and its integration with code generation would be a significant advantage, as it is required to generate production-ready code from the Figma designs. If you're a f...
...- Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs to position Transitials’ services as a solution. - Value Demonstrations: Collaborate with internal teams to take up advanced stage discussions for qualified leads. Ensure a smooth handoff of leads to the sales team. - CRM Hygiene Management: Help creating a consolidated view of all the leads, activities, and interactions. Enter accurate and up-to-date information in the trackers. Track progress and update sales opportunities accordingly. - Deal Closure Push: Navigate through the internal red-tape of the prospect and build multiple champions to bring the deal home. Ideal Skills: - Exceptional co...
I'm seeking a web developer that specializes in business software applications. The project involves creating an intuitive, user-friendly business management software that incorporates both customer relationship management (CRM) and robust detailing of accounting and finance features. Key Requirements: - Expertise in web development, specifically for business applications. - Awareness of CRM features and capabilities. - Proficiency in designing and integrating accounting and finance capabilities. - Excellent usability design skills to ensure the software is easy to navigate. This job requires a developer who has experience in crafting comparable software and a keen understanding of business management functions. The successful candidate will combine these skills to pr...
I'm in need of an expert in Odoo, specifically versions 14-17. I require assistance with several modules including Accounting, Inventory Management, CRM, and Website Builder. The upshot of this project is aimed at: - Streamlining accounting processes: I expect stride in the management and oversight of financial operations. - Improving inventory management efficiency: I'm seeking enhanced visibility and control over stock levels and order fulfillment. - Enhancing customer relationship management: I need solutions to better manage and analyze customer interactions and data. - Creating a professional website: I require a robust online presence to represent my business professionally. Ideal candidates should possess prolific knowledge, and have substantial experience in Od...
I'm in need of skilled freelancers who can assist me with a Business-to-Business (B2B) outbound sales calling project. The primary aim of this t...and maintaining rapport with prospects - Identifying and qualifying sales leads - Following sales scripts and pitch guidelines Key Requirements: - Proven experience in outbound sales calling, especially in a B2B context - Strong communication and negotiation skills - Ability to handle objections and rejections tactfully - Persistence and resilience in a sales-driven environment - Familiarity with CRM software and sales processes Ideal candidates should be results-oriented, self-motivated, and possess a genuine interest in sales. Your contributions will play a crucial role in the success of our sales campaigns. Looking forward to wo...
...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...
...professional company that can deliver a wide range of digital marketing and development services. The ideal provider should have strong experience and expertise in the following areas: - Social Media Advertising: Proficient in advertising on YouTube and other social sites. Must have a deep understanding of audience targeting, ad design, and budget optimization. - CRM and Funnel System: Capable of creating and implementing a comprehensive CRM system along with a funnel system. The provider should be able to manage leads effectively and increase customer conversions. - Emailing & Appointment Scheduling: Experienced in setting up and managing email campaigns and online appointment scheduling. The provider should be able to design engaging email content and optimize sched...
...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...
We are in need of a skilled freelancer experienced in Method CRM to help optimize its usage for our business. Key aspects of the project include: - Customization: Tailoring the system to suit our specific business requirements, including the automation of certain processes and the addition of specific fields. - Integration: Ensuring seamless integration of our existing systems with Method CRM. This may include email marketing platforms or other software we utilize. We're looking for someone who's proficient in Method CRM and has a proven track record of customizing and integrating similar systems for businesses. Your understanding of CRM best practices and ability to adapt systems to meet unique business needs will be highly valued.
We are developing a cutting-edge, modular, and cloud-based CRM and ERP system designed specifically for startups and small to medium-sized enterprises (SMEs). This all-in-one solution will streamline essential business functions, including finance management, sales management, marketing management, human resources management, inventory and supply chain management, project management, and tech support management. Key Features: 1. Modular architecture: Users can customize the system by selecting the modules they require, enabling easy scalability and cost-efficiency. 2. Seamless integrations: The system will integrate with popular business tools and platforms, ensuring a seamless workflow and data synchronization. 3. Intuitive interface: The user-friendly interface and responsive de...
...search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoin...
