Crm jobs

I’m looking for a confident cold-caller who can connect with U.S. medical billing offices and lock in appointments directly with their billing department heads. Every call should clearly outline what my service does, the bene...on my shared calendar. After each conversation, I’ll need a short call note summarizing the outcome—booked, follow-up required, or not interested—so I can track pipeline progress. Deliverables • Confirmed calendar appointments with the billing department head • Brief call notes for every number dialed If you already have experience selling into healthcare, navigating gatekeepers, or using CRM tools like HubSpot or Zoho, let me know—those skills will help you hit the ground running. I’m ready to start as so...

...small-to-mid-size business owners and uncover their interest in liability insurance. Your day will revolve around cold calling prospects from lists I provide, qualifying each contact, and capturing the key details I need to prepare a quote or schedule a follow-up appointment. Please be comfortable handling gatekeepers, introducing liability coverage in clear language, and recording notes in a basic CRM or spreadsheet. I will supply a short script, target industries, and the call list; you bring the persuasive phone skills, steady cadence, and accurate data entry. Deliverable: at the end of each agreed calling block, I expect a dated spreadsheet that shows the numbers dialed, decision-maker names, disposition of the call, and any appointment times set. A lead is considered succe...

...advertising, so you will be setting up, managing, and optimising campaigns on Google Ads, Facebook Ads and Instagram Ads to drive qualified shoppers directly into my quote funnel. Your ads should target drivers physically located in California, ready to compare rates and bind a policy the same day. Because payment is tied to closed sales, every click must be tracked end-to-end; I will share my CRM webhook so you can see when a quote converts. Please be proactive with creative, ad copy, and audience testing. Compliance with Google and Meta insurance-vertical policies is essential. I can supply current landing pages or you can propose fresh ones if that will raise conversion rate. Deliverables • Campaign setup across Google, Facebook and Instagram with granular targ...

I'm a full stack developer looking for a commission-based sales partner. You bring clients, I handle all delivery. I build: Web Apps, Android (Kotlin), iOS (Swift), Desktop (macOS/Windows/Linux/Steam), AI Automation, Stable Diffusion pipelines, E-commerce, SaaS, CRM integrations, REST APIs. Your role: - Find clients from Upwork, Fiverr, Freelancer, LinkedIn - Handle initial client communication - Pass project details to me Your earnings: - 20% commission per project - Paid immediately after client payment received - No cap, no upfront investment needed - 100% remote and flexible

...secure a clear request for proposal. Daily flow • Use the contact list I provide (or your own verified leads) • Place warm and cold calls, articulating our value proposition in fluent English and Tamil • Capture key details—budget range, current pain points, decision timeline—into our shared CRM • Book follow-up meetings for me or collect a formal RFP on the spot Success is measured by the number of qualified prospects and RFPs generated each week. A brief call script, brand deck, and CRM access will be supplied; feel free to refine the pitch for better resonance with Chennai’s business culture. If you are a persuasive female communicator who enjoys consultative selling and can start immediately, let’s talk about your ...

...completed in sandbox or demo environments. All deliverables must be provided as templates, exports, or documented instructions. Failure to comply with access and security requirements will result in immediate termination. Required Skills Proven experience building automation systems. Strong knowledge of or Zapier. Experience integrating AI APIs (OpenAI or similar). Understanding of CRM logic and data structures. Familiarity with APIs, webhooks, and JSON. Ability to build scalable, reusable systems. Strong problem-solving and debugging skills. Clear documentation and communication. Preferred Skills Basic Python or JavaScript for advanced logic. Experience with chatbot frameworks. Experience building agency-grade automation templates. Performance Expectations Syst...

...email. - Follow up with warm leads and nurture conversations over multiple touchpoints. - Keep communication consistent, timely, and well-paced. > > Appointment Setting - Help potential clients feel comfortable booking a consultation. - Schedule appointments using tools like Calendly or Acuity. - Ensure a smooth handoff from inquiry to confirmed booking. > > CRM & Organization - Log all conversations, notes, and outcomes in the CRM. - Maintain clear visibility of pipeline and next steps. - Stay on top of follow-ups so no lead is missed. > Requirements - Experience in sales development, appointment setting, or client-facing roles. - Strong written and verbal communication skills. - High attention to detail and organization. - Ability to manage multiple...

...email. - Follow up with warm leads and nurture conversations over multiple touchpoints. - Keep communication consistent, timely, and well-paced. > > Appointment Setting - Help potential clients feel comfortable booking a consultation. - Schedule appointments using tools like Calendly or Acuity. - Ensure a smooth handoff from inquiry to confirmed booking. > > CRM & Organization - Log all conversations, notes, and outcomes in the CRM. - Maintain clear visibility of pipeline and next steps. - Stay on top of follow-ups so no lead is missed. > Requirements - Experience in sales development, appointment setting, or client-facing roles. - Strong written and verbal communication skills. - High attention to detail and organization. - Ability to manage multiple...

...all required tags and pixels, then a proper link to Google Ads so conversions flow through without gaps. Both the tag configuration and the ad connection must be error–free and tested end-to-end. Pipedrive Forms Every lead comes in through ads, so the Pipedrive web forms have to do two things: • Form integration with ads – each submission must pass the Google Ads click ID (gclid) back to the CRM. • Form validation – basic field checks so incomplete or junk entries never reach the pipeline. WordPress Optimisation On the site itself I want my SEO theme settings dialled up to 100 %, and on product pages the related-products block should only show items from the same category. Please reply with a brief note on your relevant experience in GTM, ...

I need a comprehensive setup of GoHighLevel tailored for my property management business. Essential functionalities include: - Lead management: Efficiently track and manage potential clients. - Automated follow-ups: Set up sequences to engage leads without manu...Efficiently track and manage potential clients. - Automated follow-ups: Set up sequences to engage leads without manual input. - Appointment scheduling: Integrate tools to streamline booking and managing appointments. Ideal skills and experience: - Proficient in GoHighLevel - Background in real estate, preferably property management - Strong organizational skills - Experience in automation and CRM systems The project has no strict deadline, so I am open to a well-planned approach. Please provide examples of previous sim...

I’m ready to give my real-estate CRM a thorough upgrade so it feels modern, intuitive, and easier to scale. Here’s what I need: 1. Fresh dashboard layout • Streamline the navigation menu so users reach key areas in fewer clicks. • Allow basic dashboard customization so each user can reorder or hide widgets. • Introduce clearer data-visualization tools—simple charts and metrics that load quickly and resize well on desktop and tablet. 2. PDF document revamp • Re-design the templates for Contracts, Reports, and our property-specific documents so they reflect the new UI style. • Ensure the PDF generator keeps dynamic fields, page breaks, and branding intact. 3. Real-estate portal API integration • Build (or...

I’m about to launch “Briefcase”, a client-portal SaaS hosted on , and I need a signature visual that instantly tells visitors what the platform does. Picture an open briefcase on screen—the lid displays an inviting dashboard while colourful app icons (forms, bookings, support tickets, chat, onboarding, members, subscriptions, CRM, invoicing, payments, proposals with e-sign, reports, automations and SSO) spill out playfully around it. The concept must feel fun and energetic rather than stiff corporate, yet still communicate that this is a serious all-in-one workspace for client management and web assist. Here’s what I’m looking for: • A high-impact hero graphic (SVG, AI or layered PSD) ready for responsive web use. • A complementary ...

...appointment setting. You’ll step in immediately to work warm leads already in our CRM — reaching out via phone, text, and email to nurture conversations and convert interest into booked consultations. Speed, consistency, and strong communication are critical, as this role directly drives revenue growth. >What You’ll Do * Contact every new inquiry the same business day * Follow up with existing leads until they book or opt out * Schedule consultations using tools like Calendly or Acuity * Log all communication, notes, and outcomes in our CRM * Maintain clear visibility of pipeline activity and progress >What We’re Looking For * Strong outbound calling and follow-up experience * Comfortable working inside a CRM (HIPAA-compliant prefer...

...leads and get them interested enough to accept a discovery call with me. Here’s what I need from you: • Daily cold calls to small-business prospects (I’ll supply lists and a flexible script). • Real-time qualification—confirm pain points, decision-maker status, and budget fit. • Calendar booking for every prospect who meets those criteria. • Clean, concise call notes entered into my HubSpot CRM so I can seamlessly take the hand-off. • Short end-of-day recap highlighting total dials, connections, booked calls, and any insights that could refine our messaging. If you’re an experienced Sales Development Representative who thrives on cold calling and knows how to turn a polite “no” into a future “yes,&rdquo...

I'm a full stack developer looking for a commission-basedsales partner. You bring clients, I handle all delivery.I build: Web Apps, Android (Kotlin), iOS (Swift), Desktop(macOS/Windows/Linux/Steam), AI Automation, Stable Diffusionpipelines, E-commerce, SaaS, CRM integrations, REST role:- Find clients from Upwork, Fiverr, Freelancer, LinkedIn- Handle initial client communication- Pass project details to meYour earnings:- 20% commission per project- Paid immediately after client payment received- No cap, no upfront investment needed- 100% remote and flexible

I'm seeking a Zoho CRM Implementation Specialist to refine our sales process. Key focuses: - Lead Management: Efficiently track and manage sales leads. - Pipeline Management: Streamline and optimize our sales pipeline. Ideal skills and experience: - Proven expertise in Zoho CRM. - Strong background in sales process enhancement. - Excellent organizational and project management skills.

...straight into cold-calling mid-sized technology companies and convert those conversations into booked meetings on my calendar. The objective is simple and singular: setting qualified appointments with decision-makers who match our ideal customer profile. You’ll receive an initial brief that covers the offer, ICP, talk track and access to our CRM plus a power-dialer. From there, I expect you to: • Hit an agreed daily call volume, logging every interaction in the CRM. • Qualify prospects against the criteria I provide and secure firm dates and times for discovery calls. • Deliver a concise end-of-day report summarising dials, connects and appointments set. I’m targeting North American time zones, so confident, accent-neutral English is impor...

...data into Google Sheets automatically Setting up and managing automation tools such as Zapier and/or n8n Connecting the entire system to GoHighLevel (GHL CRM) Structuring and managing contact data, reporting, and pipelines in GHL Ensuring that call reports are automatically logged under each contact Supporting appointment booking and follow-up workflows Technical Requirements (Priority Order): The ideal candidate should have strong hands-on experience with ElevenLabs and: ElevenLabs (AI voice agents, prompt design, conversation control, debugging issues) Experience solving real problems like latency, incorrect outputs, and data mapping CRM systems, especially GoHighLevel (GHL) Automation tools: Zapier and/or n8n Google Sheets integrations and data mapping API integratio...

...and close the deal. You’ll step into an outbound workflow that’s already built—CRM, dialer, script outline, and onboarding process are in place. I handle the tech and client setup; you focus on conversations and signatures. Because of that split, I’m able to pay 50 % of the agency margin on every agreement you land, which typically comes out to $100–$1,000+ per location and recurs as long as the customer stays. I’m looking for an intermediate-level caller who knows how to build quick rapport, handle basic objections, and move prospects toward a demo or immediate sign-up. If you can start ASAP, let’s talk; the list is fresh and waiting. Deliverables I’ll measure you on: • Daily call activity logged in the CRM &bu...

My goal is to replace repetitive manual work with a set of smart n8n workflows that connect our CRM, email-marketing platform, and project-management tool. The automations must handle lead management, timed customer follow-ups, and two-way data synchronisation so information is always current across every system. What I expect from the finished solution: • Modular n8n flows that can be switched on or off without touching core logic • Separate sub-flows (the “engines”) for lead capture, nurture sequences, and record syncing, each triggering from new events in the CRM or email platform • Clear mapping of every field moved between apps, plus error handling that notifies me if a step fails • A short loom/video or markdown guide that expl...

...you’ll earn up to $149 every single month they remain subscribed. There’s no cap, so your income scales with your results. Key details • Target market: General dentistry practices in the United States and Canada. • Messaging support: I’ll supply product decks, pricing sheets and demo links; you handle prospecting, pitching and closing. • Tracking: We’ll use unique referral links and a shared CRM pipeline so every lead and conversion is crystal-clear. Deliverables 1. List of clinics contacted with brief notes. 2. Signed subscription confirmation for each converted client. 3. Weekly status update so we can fine-tune scripts and offers together. If you have a proven record of booking demos or closing subscriptions in health...

...from a curated list of healthcare prospects and a core script highlighting our AI-driven efficiency and compliance advantages. I expect you to adapt that script on the fly, handle objections, and steer conversations toward a verbal “yes,” followed by scheduling the contract-signing call with me. Day-to-day you’ll be using our cloud dialer and logging every interaction in HubSpot (or your preferred CRM if it exports clean CSV files). All calls must be recorded for quick feedback loops. Because the focus is sales closing, you’ll also be responsible for timely follow-ups, proposal reminders, and gentle but firm nudges until the agreement is executed. Deliverables will be judged on: • Minimum 50 outbound calls per workday, notes entered same day &bu...

We are a fast-growing IT company delivering high-quality digital solutions to clients across India. We are looking for Business Development Partners who can bring in projects related to: Custom Web Applications eCommerce Development (Shopify, WooCommerce, Custom) CRM & ERP Systems CMS-based Websites (WordPress, Webflow, etc.) Website & System Migration Projects Project Range Our projects typically start from ₹20,000 and can go up to ₹1,00,000+, depending on complexity and requirements. Important Note This is a commission-based opportunity, not a fixed salary role. The project value mentioned is what we charge clients. Your Role Find businesses/startups that need web or software solutions Reach out through any channel (LinkedIn, cold calls, email, freelance platforms, p...

Pop My, my fast-moving flavoured makhana line, is ready to move from regional success to shelves across the country. Your single, measurable objective is to win fresh retail...requirements, and initial orders. • Report weekly on stores contacted, meetings held, and confirmed placements. Acceptance criteria 1. Signed listing agreements or purchase orders from new outlets. 2. Placement details (store name, city, SKU count, first delivery date) in a shared tracker. 3. Handover of buyer contacts for ongoing account management. Tools and resources you already know—CRM, retail buyer networks, and standard FMCG sell-in decks—will help you move quickly; I’ll provide brand collateral, product samples, and trade pricing the moment we start. Let’s make Po...

Our AI platform is already at the prototype stage ...through investor calls, follow-ups, due-diligence requests, and term-sheet negotiations until funds are secured. Deliverables I’ll look for include a curated investor list with contact details and rationale, a tailored outreach calendar, copies of all communication templates you prepare, and regular progress reports so I can track open conversations and next steps. If you already work with a CRM, analytics, or email-sequencing tool, feel free to integrate it—the goal is a transparent, methodical pipeline that converts interest into committed capital. I’m ready to get started right away and will be highly responsive with any data or materials you need. Let’s bring the right angels on board and accelera...

We are a fast-growing IT company delivering high-quality digital solutions to clients across the USA, UK, Canada and Australia. We are looking for Business Development Partners who can bring in projects related to: Custom Web Applications eCommerce Development (Shopify, WooCommerce, Custom) CRM & ERP Systems CMS-based Websites (WordPress, Webflow, etc.) Website & System Migration Projects Project Range Our projects typically start from ₹20,000 and can go up to ₹1,00,000+, depending on complexity and requirements. Important Note This is a commission-based opportunity, not a fixed salary role. The project value mentioned is what we charge clients. Your Role Find businesses/startups that need web or software solutions Reach out through any channel (LinkedIn, cold calls, e...

I need an experienced Zoho CRM specialist who can jump on real-time Meet calls with my team, listen to the automation and integration issues we are facing, fix them on the spot, and clearly explain each step so we can handle similar situations ourselves in the future. Our main pain points lie in building or correcting workflow automation and connecting Zoho CRM with other platforms through Zoho Flow, webhooks, or direct API methods. While you work, I want to understand why a rule fires (or fails), how to structure field updates, and what best practices apply when mapping data between systems. The engagement is session-based: we schedule a live screen-share, tackle the queued problems, and end only when the solution is implemented and understood. After each call, a brief...

I need reliable agents to staff our live-chat widget during standard business hours (exact time zone will be confirmed together). You will greet visitors, answer their questions, resolve s...clear, accurate English. Deliverables • Continuous live-chat coverage Monday–Friday, business hours only • First-reply time under 60 seconds, friendly and helpful tone maintained throughout • End-of-day transcript export with notes on unresolved or escalated tickets Acceptance Criteria • 90 %+ customer-satisfaction rating (CSAT) over the first month • All chats logged correctly in the CRM with tags and follow-up status Stable internet, proven live-chat experience, and excellent written communication are essential. If you can meet these standards, let&r...

...manual work, ideally using tools such as Midjourney, DALL-E, Runway, ChatGPT, Zapier/Make, and a social scheduler like Buffer or Hootsuite. Automations should also feed new leads straight into a CRM and trigger personalised follow-ups, keeping the donation funnel fully hands-free. Deliverables I need from you: • Sitemap and wireframes showing how the mission-first story flows into donation and lead-capture pages • A 30-day content calendar with meme concepts and AI-short prompts, plus guidance on format, hashtags, and hooks • A diagram of the automation stack (content creation → scheduling → CRM/email → donation tracking) with tool recommendations • KPI targets for both leads and revenue so we can measure success right away I&rsqu...

I want a reliable, AI-powered process that feeds my pipeline with fresh, qualified leads in two directions at once: B2B prospects in Technology, Healthcare and Finance, plus B2C prospects who are independent business owners. Here’s what I need from you: build or configure the right combination of data sources, enrichment tools and outreach automation so that I receive clean CSVs (or direct CRM pushes, if you prefer) of decision-makers and buyers who match those profiles. I’m open to your preferred stack—PhantomBuster, Apollo, Clay, custom Python scrapers, even GPT-powered enrichment—as long as it stays compliant with local data regulations and delivers accurate contact details. I’ll call the job complete when: • I can see at least 200 verif...

AI Agent & Automation Architect (Claude-First) Summary We’re building a finance business that runs on AI — not people. We need someone fluent in Claude who can design and deploy AI agents that replace manual work across sales, onboarding, CRM, and decisioning. This is for builders only. If you haven’t done this before, don’t apply. What you’ll do: • Build AI agents & workflows (Claude, APIs, Zoho, etc.) • Connect systems into one automated flow • Replace human tasks end-to-end • Test and improve performance What matters: • Proven experience building real AI systems • Strong with Claude (non-negotiable) • Thinks in systems and outcomes How to apply (read carefully): Start your application with: AI S...

...tailoring every touch with the prospect’s name, company, and a short nod to our past interactions so each message feels genuinely personal without crossing the line into creepy over-customisation. Here is what I expect: • A configurable sequence builder where I can adjust timing, frequency, and message templates for email and automated voice or dial-assist calls. • Smart data-pulls from my CRM (HubSpot and a simple CSV fallback) to insert the prospect’s name, company, plus our last logged note or call summary. • Built-in reply/call detection that captures confirmations and instantly blocks off the agreed time in Google Calendar. • A concise dashboard that shows contacted leads, engagement metrics, and upcoming booked calls. I’m ...

...tailoring every touch with the prospect’s name, company, and a short nod to our past interactions so each message feels genuinely personal without crossing the line into creepy over-customisation. Here is what I expect: • A configurable sequence builder where I can adjust timing, frequency, and message templates for email and automated voice or dial-assist calls. • Smart data-pulls from my CRM (HubSpot and a simple CSV fallback) to insert the prospect’s name, company, plus our last logged note or call summary. • Built-in reply/call detection that captures confirmations and instantly blocks off the agreed time in Google Calendar. • A concise dashboard that shows contacted leads, engagement metrics, and upcoming booked calls. I’m ...

I want a reliable, AI-powered process that feeds my pipeline with fresh, qualified leads in two directions at once: B2B prospects in Technology, Healthcare and Finance, plus B2C prospects who are independent business owners. Here’s what I need from you: build or configure the right combination of data sources, enrichment tools and outreach automation so that I receive clean CSVs (or direct CRM pushes, if you prefer) of decision-makers and buyers who match those profiles. I’m open to your preferred stack—PhantomBuster, Apollo, Clay, custom Python scrapers, even GPT-powered enrichment—as long as it stays compliant with local data regulations and delivers accurate contact details. I’ll call the job complete when: • I can see at least 200 verif...

I want a reliable, AI-powered process that feeds my pipeline with fresh, qualified leads in two directions at once: B2B prospects in Technology, Healthcare and Finance, plus B2C prospects who are independent business owners. Here’s what I need from you: build or configure the right combination of data sources, enrichment tools and outreach automation so that I receive clean CSVs (or direct CRM pushes, if you prefer) of decision-makers and buyers who match those profiles. I’m open to your preferred stack—PhantomBuster, Apollo, Clay, custom Python scrapers, even GPT-powered enrichment—as long as it stays compliant with local data regulations and delivers accurate contact details. I’ll call the job complete when: • I can see at least 200 verif...

We are looking for a detail-oriented freelancer to assist with data entry into our new CRM system. The task involves accurately inputting and organizing information related to our ISO certification clients. Scope of Work: Enter client information into the CRM system Upload and organize ISO certificates Input invoices and proposals Ensure data accuracy and consistency Maintain proper file organization within the system Requirements: Strong attention to detail Experience with data entry and CRM systems Ability to handle confidential information professionally Good organizational skills Project Type: One-time project

...freelancer to log a backlog of new contact information directly into my Zoho CRM account. All source data will be provided in spreadsheets and email threads; your task is to capture every field we track in Zoho—name, company, role, email, phone, address and any custom tags we use—while double-checking for typos and obvious duplicates before saving. Access to my Zoho CRM will be granted through a temporary user profile. I’ll start you with a short sample batch so we can confirm field mapping and formatting, then move on to the full file. Accuracy is more important than speed, but once you are comfortable with the workflow I’d like steady daily progress. Deliverables • All new contacts entered and saved in Zoho CRM • Internal &ldquo...

I need a U.S.–based sales pro who loves the phone and can open doors for SitePM, our SaaS platform aimed at technology companies. Your day will be filled with outbound calls to decision-makers, live product pitches, meticulous CRM updates, and fast follow-ups by email or phone. We’ll agree on clear weekly targets for dials and marketing-qualified leads; you’ll own the plan to hit them and keep me updated with concise call reports. Any modern CRM—Salesforce, HubSpot, Zoho—works for us as long as every conversation is logged and pipeline stages stay current. If you have a proven record of booking demos with tech firms, sound confident discussing web software, and can manage your own call list while meeting aggressive numbers, let’s talk...

I need a single point of contact who can jump seamlessly between troubleshooting and caring for our users. On the technical side you’ll be the first responder whenever something breaks in our Windows-based environment and in the cloud apps we lean on every day—HubSpot for CRM and Aircall for voice. That means diagnosing user-level issues, walking people through fixes, escalating only what you can’t resolve, and keeping tidy notes so nothing slips. At the same time you’ll handle frontline customer service through phone and email. Expect to answer product questions, resolve account or billing concerns, and follow through until each ticket is closed with a satisfied user. Clear, personable writing and a calm phone presence are essential. Deliverables • ...

...solution must let me pre-define message templates, schedule triggers, and pull customer data on the fly for personalization. Key things you’ll handle: • Register and verify my Facebook Business account, number, and templates. • Stand up the Cloud API (or an on-prem gateway if you think it’s wiser) and document the webhook endpoints. • Build the automation logic: incoming keyword detection, CRM/DB look-ups, and rule-based replies. • Show me how to upload and manage new marketing templates so I can stay compliant with WhatsApp’s policies. • End-to-end test with a small user set and hand over concise deployment instructions. Preferred stack is Node.js or Python, but I’m flexible as long as the code is clean and well-commente...

...should feel at home sliding into DMs, commenting strategically, and reading analytics to spot emerging artist communities. Once a lead shows interest, you’ll guide them through my existing pitch, address objections, and close the sale. To keep everything transparent we’ll agree on simple weekly metrics—new prospects contacted, calls or chats held, and conversions—tracked in a shared sheet or light CRM of your choice. I’ll supply full brand guidelines, the pitch copy, and account access for seamless hand-offs; you bring the persuasive messaging, follow-up discipline, and creative flair that resonates with artists. Deliverables • Consistent pipeline of new Instagram leads interested in curated promotion • Closed sales recorded with ...

...Workflow Architecture: Trigger: SingleComm POSTs a JSON webhook to the middleware endpoint. 3.1. Lookup: Middleware searches HubSpot CRM for a Contact matching the caller_id. 3.2. Creation: * If a Contact is found: Create a Call Engagement associated with that contact_id. 3.3. If NO Contact is found: (Optional) Create a new Contact first, then associate the call. 3.4. Logging: Middleware should log successes/failures for troubleshooting. 4. API & Endpoint Specs A. HubSpot Authentication: Method: Private App Access Token (OAuth 2.0). Scopes Required: , crm.objects.calls.write. B. Step 1: Search Contact (POST) Endpoint: Logic: Filter by phone using the EQ operator. Data Normalization: Middleware must normalize phone

...business looking for an experienced Zoho CRM developer to execute a structured rebuild of our partially-developed CRM. This is an execution-focused role. The architecture, modules, and workflows are already fully specified. We need a skilled operator who can follow detailed written instructions precisely and deliver clean, production-ready work. We are NOT looking for a consultant or strategic partner. Scope of Work • Rebuild the Standard Lead module • Build a custom Calculator module • Build a custom Commercial Applications module • Build a custom Residential Applications module • Build a Partnership module • Configure and refine the existing Commercial Deals pipeline • Build a new Partnership pipeline • Map website fo...

...The system must support course enrollment & tracking, interactive quizzes, and robust progress-report analytics. • Branding & UX – Craft a high-end visual identity and map the entire “Premium Client Journey,” from a Calendly discovery call right through to an automated PDF assessment report for each student. • Business operations – Connect Stripe for payments, QuickBooks for accounting, and a CRM for segmented email automations so every touchpoint is logged and actionable. • Marketing engine – Set up an evergreen sales funnel, define a content calendar for LinkedIn, Instagram, and TikTok, and launch the first targeted ad campaigns. • Educational assets – Professionally format all worksheets plus the signature...

...buying cycles and stakeholder management ~ Hungry to earn through performance (commission-only role) Compensation: ~ Flat 20% commission on all deals closed ~ Paid based on deal structure (monthly/annual) To Apply: Share: ~ Your relevant experience (sales/lead gen / SaaS) ~ Sample companies you would target (based on ICP) ~ Your approach to generating and closing deals * Official Email ID and CRM access will be given....

...compilation, and project coordination. I’m comfortable working entirely in the cloud with tools like Microsoft Office 365, Google Workspace, Asana, Trello, Notion, and JIRA, and I can also update CRM records and run basic reports. When technical issues arise, I’m able to troubleshoot common problems and escalate with clear documentation if needed. I’m detail‑oriented and proactive, so I can keep your inbox processed to zero with priority flags and follow‑up tags, deliver research briefs and spreadsheets on time with sources cited, maintain project boards with updated tasks and summaries, and ensure CRM fields are current with duplicates merged. I’ll also make sure minor tech issues are resolved or escalated properly. I can start quickly, commu...

I'm looking for a comprehensive mid-back office system for my travel agency. This system should have its own CRM but also seamlessly be able to integrate with other CRMs and accounting software, and bank feeds. Key functionalities include: - Quoting and Invoicing: Generate quotes and invoices. - Itinerary Builder: Create detailed travel itineraries. - Data Importer and Accounting: Import data, track commissions, and handle accounting tasks. - Reporting: Monthly reports on bookings made, cancelled, leads follow-ups, and calendar integration. VAT reports - Multi user web sign in to manage own bookings and quotes and clients etc Ideal Skills and Experience: - Strong background in developing integrated financial and operational systems. - Experience with CRMs and accounting soft...

...calendars, and scheduling appointments Handle customer inquiries and provide excellent client support Support sales efforts, including lead generation and follow-ups Maintain and update CRM systems and client records Prepare reports, presentations, and sales documents Conduct online research and data entry tasks Assist with social media management and marketing tasks (if needed) Requirements: Proven experience as a Virtual Assistant, Sales Assistant, or similar role Strong communication and interpersonal skills Excellent organizational and time management abilities Proficiency in Microsoft Office, Google Workspace, and CRM tools Ability to multitask and prioritize effectively Reliable internet connection and a dedicated workspace Self-motivated with the ability to work i...

Summary I run and support multiple client projects that require the following AI and automation skills. Looking to build a relationship with someone for regular work. **GoHighLevel (GHL)** - Upload and publish websites and landing pages within GHL - Build CRM pipelines, automations, and workflows for clients - Integrate third-party tools (including AI chatbots and voice tools) into GHL environments - Troubleshoot GHL issues across sub-accounts Additional desirable skills - Closebot, Retell, n8n, AI Architecture & Implementation, ElevenLabs - Experience with vector databases (Pinecone, Weaviate, or similar) for building RAG pipelines and AI knowledge bases for clients who need custom LLM solutions with grounded data retrieval. HTML / WEB DEVELOPMENT** - Upload websites and la...