I'm seeking a skilled bookkeeper with experience in Zoho to help manage the financial aspects of my small business. Your responsibilities will include: - Regularly reconciling accounts, ensuring they are accurate and up-to-date - Categorizing transactions correctly for clear financial tracking - Generating financial reports for analysis and decision-making - Offering insights and suggestions for financial improvements This role would suit an individual with: - Strong bookkeeping skills and experience, ideally with small businesses - Proficiency in Zoho, or similar bookkeeping software - Excellent attention to detail, analytical skills, and a problem-solving mindset - The ability to communicate financial information clearly to a non-finance professional
Looking for someone to build our website for a new CRM launch. Im looking for someone to do the content for our website. Interactive contect with the crms features.
...portfolio to demonstrate expertise in WordPress and responsive design. - Proven expertise with WordPress and familiarity with BeTheme. - Highly proficient in CSS, with a keen eye for detail in visual design. - Experience managing WordPress child themes and working with the Revolution Slider. - Capability to integrate and manage multiple plugins ensuring seamless functionality. - Previous experience with Zoho integrations and contact forms is highly desirable. - Knowledge of SEO best practices is a plus. Expectations: - No on-the-job learning; applicants should be well-versed and experienced in the listed technologies. - Efficient management of time and tasks, with a proactive approach to project handling. - Excellent problem-solving skills and the ability to adapt quickly to ne...
I am seeking an experienced programmer for an API integration project between Close CRM and Grafana. Here're more details about the requirements: We can either use a JSON integration directly into Grafana or use a 3rd party tool like to fix it. Action Items / Visualisations to create: 1. Have a target for a segment (eg: x% of sales in segment) 2. Map out per rep 3. Need to evaluate Conversion rate for each step 4. Need to evaluate Conversion rate for Total Funnel (Lead to sale) 5. Need to evaluate Conversion rate for some sub steps (eg, Bill to Sale) - enables you to focus the team on key stages 6. In addition to company wide funnel, need to benchmark each BDM on the funnel stages 7. Understand where BDM's are strong and weak
Crear una plataforma con las mismas funcionalidades que la siguiente: Se debe desarrollar: -1- landing con cotizador -2- pagina con cotizaciones y filtros. (a la cual se le incrusta un formulario de Hubspot CRM para generar leads) -3-un admin: en el cual se puedan cargar nuevos productos y características de cada uno (las que se exhibirán y filtraran en la pagina de las cotizaciones). -4- base de datos El diseño y UI/UX se pueden agregar en el presupuesto ya que aun no se determina si será un diseñador propio el que los realizará o uno tercerizado. Tomar como referencia de diseño y ux/ui la web mencionada arriba.
I'm looking for a proficient software developer to create a web-based Customer Relationship Management system specifically for travel agents. This CRM should mainly focus on: - Customer Database Management: A structured way to store client information, preferences, and previous interactions for easy access. - Travel Itinerary Planning: A feature that allows effective scheduling, detailing all aspects of travel plans such as locations, accommodations, transportation etc. - Booking Management: This needs clear ways to manage and track bookings, cancellations, or changes. Ideally, you have experience in developing web-based CRM systems, and you understand the needs and workflows of travel agents. Any previous work in the travel industry or specifically with travel ag...
I need help fixing issues with sending promotional emails through our CRM, ModernHealer.io. I'm looking for a freelancer to optimize our existing CRM for promotional email delivery. The main issues I need your help with are: - Ensuring emails are correctly sent and not marked as spam - Improving email delivery rates - Assisting in segmenting our existing database for more effective promotional emails Ideal skills and experience include: - Proficiency in or similar CRM systems - Proven track record of improving email delivery rates - Experience in segmenting audiences for better email targeting - Strong understanding of email marketing best practices and anti-spam regulations.
I need help fixing issues with sending promotional emails through our CRM, ModernHealer.io. I'm looking for a freelancer to optimize our existing CRM for promotional email delivery. The main issues I need your help with are: - Ensuring emails are correctly sent and not marked as spam - Improving email delivery rates - Assisting in segmenting our existing database for more effective promotional emails Ideal skills and experience include: - Proficiency in or similar CRM systems - Proven track record of improving email delivery rates - Experience in segmenting audiences for better email targeting - Strong understanding of email marketing best practices and anti-spam regulations.
I'm looking for a skilled professional to assist me with various customer support, operati...prepared to manage customer inquiries through phone calls, email, and live chat. - Managing Customer Databases: This project requires proficiency in maintaining databases across various platforms including CRM systems, Excel spreadsheets, and online database platforms. - Analyzing Customer Feedback: An ideal candidate will have experience in analyzing customer feedback to help our services grow. The ideal freelancer for this project should possess: - Proven experience in customer support and management - Excellent communication and interpersonal skills - Proficiency in using various CRM systems, Excel, and online database platforms - Familiarity with analyzing customer feedbac...
We need 3 additional Senior Developers over the next couple of months for full time / long term work. Ideally an Indian developer (where rest of team is based), who is able to work standard IST office hours. These are team working roles, daily stand up call, ongoing calls/communication throughout the day. Salary is 88,000/month INR. These are also customer facing roles. MUST be 100% relible and genuine. Most of our projects are large and technically complex, we need developers who can handle large/comple projects ands deliver correctly ontime. We have a 2-3 stage interview process for these roles.
...in lead generation, setting up appointments, subsequent follow-up within the process control automation industry. - Industry: Process Control Automation & subsidiaries - Task: Appointment Setting - Type: Lead Generation & follow up Your primary task will be finding, connecting with potential clients within this specific industry. You shall have to find the clients data & then update it in our CRM as you identify potential persons. We shall provide some training & mock sessions. We shall take care of all the technical items, conduct the meeting and we shall encourage you to attend the meeting also, if OK. Eventually we may have you focus on a specific wing of this industry. Ideal Skills: - Strong communication and negotiation skills - Understanding of the proce...
Urgently required an experienced Power Platform Developer with a primary focus on Power Automate and has knowledge in both sales and marketing modules of Dynamics 365. Key Responsibilities: - Implement workflow automation within Power Automate. - In-depth engagement with Microsoft Dynamics CRM. Ideal Candidate: - Extensive experience with Power Automate and Dynamics 365 - Proven mastery in CRM, specifically Microsoft Dynamics - Excellent in both sales and marketing modules of Dynamics 365
We need versatile staff to work from home, covering the roles of data entry, customer service, and content writing. We are open to entry-level applicants, so this is your chance to utilize and develop your skills in a multi...from home, covering the roles of data entry, customer service, and content writing. We are open to entry-level applicants, so this is your chance to utilize and develop your skills in a multi-faceted role. - Must be proficient in data entry tasks - Expected to provide excellent customer service - Should be able to create engaging content You should also be familiar with: - Microsoft Office, - CRM software, - Cloud storage services This job offers an excellent opportunity to enhance your skills while working from home. Please join our passionate team to grow...
I'm looking for a Google Ad's specialist to assist in a lead generation campaign targeted at small business owners who are seeking financial soluti...regard to the financial services sector. - Proven track record of generating leads through Google Ads. - Familiarization with financial jargon and understanding of small business needs. Your role will entail: - Creating compelling ad content that attracts our target audience - Implementing strategic bidding and keyword selection - Monitoring and adjusting campaigns for maximum success Ideal consultants will have a strong background in Google Ads, particularly in lead generation, along with a wealth of experience in the financial services sector. Interested candidates, please apply along with a brief overview of your appro...
I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding of sal...
He also links my CRM to the cTrader trading platform. He also has experience in linking with the liquidity provider. He previously worked on these projects and has projects related to Forex and trading. We will develop our system through Laravel and PHP
...this tool will be to effectively reach and engage my audience through email, primarily for marketing campaigns. - I require this tool to integrate seamlessly with my current CRM software, enabling me to access and manage my contact lists with ease. - The ability to import email lists from a file is highly desired. - While I haven't specified a preference for list management, I'm open to suggestions and best practices. - It's important that the tool is user-friendly and provides insight into the performance of my campaigns. Ideal Freelancer: - Prior experience in developing robust email marketing tools. - Proficient in CRM software integrations. - Familiar with best practices in email list management and campaign analytics. - Strong communication skills a...
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. - ...
...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...
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...
Necesitamos implantar en la empresa la solución de Zoho One, el módulo de expenses. Se trata de crear los procedimientos, metodos, herramientas necesarias para este módulo en la empresa.
Necesitamos la implantación y configuración de los procedmieintos de zoho people para el uso de la empresa.
...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...
Implantación de zoho Desk. Creación de los procesos y automatizaciones para el correcto uso de las herramientas dentro de la empresa.
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 ente...dynamically pull 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, Camp...
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...
...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'm looking to hire someone who can create a zoho desk addon which can print a small summary of the ticket current ticket information, including a QR code with the ticket number. We will then print the summary on a small label. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: QR code The ideal freelancer for this project should have proven experience in Zoho Desk, and API integration. They should also have sound understanding of data handling, as sensitive information could be involved. Please provide examples of similar projects you have done in the past.
I'm looking to hire someone who can create an Excel VBA workbook to seamlessly integrate with my Zoho Desk setup. This workbook should be specifically engineered to perform the following: - Retrieve the required information from Zoho Desk tickets upon pressing a button inside Excel. Specifically, I need someone skilled in Excel VBA programming and API integration work to: - Design a user-friendly interface in the workbook where one can press a button to initiate the retrieval of ticket information. You should be able to retrieve the latest ticket, and then have two more buttons to go to next & previous tickets. - Implement secure API connections to Zoho Desk to enable the retrieval of ticket information usuing oauth. The fields I need are: Subject Account ...
...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...
I'm looking for a professional who can help me set up an effective Zoho email campaign system. The core goal of the campaign would be to increase product sales, with a specific focus on middle-aged adults (35-54 years). Key Responsibilities: - Utilize the Zoho Campaigns platform to design and set up a series of targeted email campaigns. - Ensure the content and messaging is tailored to resonate with middle-aged adults and drive sales. - Implement a tracking and analysis system to monitor the performance of each campaign and provide insights for future improvements. Skills and Experience: - Proficiency in Zoho Campaigns, with a proven track record of setting up successful email campaigns. - Strong understanding of email marketing best practices, particularly in t...
Automatización de flujos de trabajo a través de CRM, WhatsApp y redes sociales con bots conversacionales y asistentes de IA.
We are an electrical engineering consultancy based in the UK providing consultants to the UKs leading energy providers. We provide two main services, firstly electrical engineers to support energy providers deliver large complex projects and secondly a bespoke cloud based software solution that manages information throughout the engineering and commissioning process to deliver first class results. The new company name is ‘Root3’ which is a mathematical term used in electrical calculations. The company services will be branded as root3 consultancy for its engineering side and root3 solutions for its cloud based software solutions. Once we find the right designer then we also have a website and other branding requirements. UK designers preferred for ease of communication...
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...
...freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It...
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 ...
