CRM stands for Customer Relationship Management. It is a suite of integrated programmes and applications that makes it easier for businesses to manage and track their customer interactions. A CRM Developer is a professional who knows the ins and outs of this field and assists businesses in making the most of their customer relationships.

A CRM Developer can help a business in many ways-from creating custom modules to integrating Rest API interfaces between different applications, software, and systems. This professional can also build data entry teams, create email campaigns, design forms, and help businesses choose the right type of CRM or marketing automation system for them.

Here's some projects that our expert CRM Developer made real:

  • Automation tools that increase efficiency
  • Data collection and analysis to better understand customers
  • API integration to facilitate communication between systems
  • Customized forms to optimize customer service process
  • Email campaigns with personalized messages
  • Automatically scheduling calendar events and much more!

At Freelancer.com, you can find a professional capable of guiding your business throughout the whole process of implementing a CRM system—from conceptualizing it, to adapting it to your own specific needs, to actually putting it into motion. Our experienced CRM developers are up for any challenge. Invite them to join your project today!

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    I'm looking for a way to trigger Klaviyo, our email marketing platform, when a specific event occurs in Zoho CRM. Key requirements: - Develop an integration between Zoho CRM and Klaviyo - Trigger the Klaviyo platform when a specific event happens in Zoho CRM Please note that I haven't specified the exact event in Zoho CRM that should trigger Klaviyo, as I'd like to discuss this with you. Your input on this will be valuable. Ideal Skills and Experience: - Proficiency in Zoho CRM and Klaviyo - Experience in creating event-based triggers between different platforms - Strong communication skills to discuss and decide on the specifics of the integration

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    I require an experienced Salesforce developer, specialized in Lightning Web Components (LWC), for my project. Key tasks include: - Creation of custom LWC components - Integration of LWC with Apex - Implementation of event handling in LWC I have specific design requirements for the LWC components. Consequently, your expertise in interpreting design specifications to deliver effective solutions is highly valuable. Demonstrated experience similar Salesforce LWC projects would be a considerable advantage. I look forward to working with an innovative individual who can help enhance my Salesforce platform with their exceptional LWC development skills.

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    I'm looking for a Salesforce expert who can help me with custom object and field creation, as well as the implementation of workflow automation. I have specific requirements in mind, and I'm open to your suggestions to optimize and improve my Salesforce system. Key Responsibilities: - Developing custom objects and fields: The focus is on enhancing the system to better manage contact information, product details, and order information. Your experience in creating these custom objects and fields will be pivotal. - Implementing Workflow Automation: I'd like to streamline my business processes, increasing efficiency and improving data accuracy. Your expertise in setting up automation rules, triggers, and approvals would be highly valued. Ideal Skills and Experience: - Proven e...

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    GHL System Setup 6 days left
    VERIFIED

    I am seeking a GHL expert who can set up and configure the system, as well as integrate it with our CRM system. Key Tasks: - Setting up and configuring the GHL system: The professional should be adept at GHL and able to set up and configure the system to meet our business needs. - Integration with CRM system: The freelancer must have experience integrating the GHL system with a CRM system. Primary Goal: The primary goal of this integration is to automate lead capture and follow-up. The right professional will be able to streamline our lead management process and ensure that follow-ups are timely and effective. Ideal Skills: - Proven experience with GHL system setup and configuration. - Prior experience integrating GHL with a CRM system. - Familiarity with CRM systems, especially in the...

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    I'm seeking an experienced freelancer who can come to our Boonton, NJ office to customize a few aspects of our existing apps within Method CRM. Your work will include: - Customization of User Interface: We need help with the modification of the apps in Method, mainly hiding and adding different fields within our system. - Integrating Outlook: The freelancer will align our CRM system with Outlook to streamline our operations. Ideal freelancers for this task need to possess proficiency in customizing CRMs, in-depth knowledge of Method CRM, experience with office-based workflow setups, and excellent understanding and experience using Outlook. Your ability to be physically present in our Boonton, New Jersey office is crucial for this role. Your process, attention to detail, adherenc...

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    I'm currently looking for a virtual assistant to help me manage my CRM and handle day-to-day tasks. Additionally, communication with my overseas team is crucial. Key Responsibilities: - CRM Management: Experience with Zoho CRM is a must, as you'll be updating and managing our contact database, overseeing task assignments, and tracking the sales pipeline. - Day-to-Day Tasks: Assisting with various administrative tasks, scheduling, email management, etc. - Overseas Team Communication: Facilitating smooth communication and coordination with our team overseas. The ideal candidate should have excellent organizational and communication skills. Previous experience with Zoho CRM is a significant advantage. A proactive attitude and the ability to manage time effectively in a remote wo...

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    As a beginner to Zendesk Sell, I require tailored training services to develop my skills specifically in contact and lead management as well as sales pipeline and forecasting. The training will involve a small team of 1-5 people. Key Elements: * Practical and comprehensive training on contact and lead management. * Detailed understanding of sales pipeline and forecasting. Ideal Freelancer: The ideal freelancer for this project should have extensive experience with Zendesk Sell, particularly proficiency in training beginners on how to effectively manage contacts & leads and understand sales pipeline and forecasting. Experience in group training will also be appreciated.

    $492 (Avg Bid)
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    12 bids

    I need an feature to integrate with my CRM that can spoof text messages. I need it to be able to send message from a virtual number, but display my business phone on the recipient's Caller ID. This is for a legitimate business purpose to allow auto generated CRM numbers from Twilio to appear to come from our business number. Edit: I've received almost 100 auto proposals, please send me a direct message if you're for real able to complete this project.

    $1118 (Avg Bid)
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    *Job Description: Full-Time Business Development Executive* *Position*: Business Development Executive (Full-Time) *Location*: All OVER PAN INDIA *Company*: Motosavvy Service Hub *About Us*: Motosavvy Service Hub is a leading company in service based industry, dedicated to providing innovative solutions and services to our clients. We pride ourselves on our dynamic team and vibrant work environment. *Job Summary*: We are seeking a motivated and results-driven Business Development Executive to join our team. The ideal candidate will have a strong passion for sales, excellent communication skills, and a strategic mindset to help drive our business growth. *Key Responsibilities*: - Identify and develop new business opportunities through networking, industry knowledge, and research. -...

    $617 (Avg Bid)
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    4 bids

    I'm looking for a developer who can establish a seamless API integration between Close CRM, Segment, and Grafana. The project involves the following: Key Tasks: - Integrate with Grafana: You will need to set up the integration between , Segment and Grafana to ensure seamless data flow. - Data Reporting Design: Create a reporting system in Grafana that can effectively track the following sales metrics and team performance indicators: - Sales Metrics: Revenue, Conversion rate, Number of deals closed, Number of leads generated etc. I will send you the visualisation requirements once you win the project. - Team Performance: Sales team productivity, Employee satisfaction Ideal Skills and Experience: - Proficiency in , Segment and Grafana - Previous experience setting up CRM data reporti...

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    I'm seeking a seasoned professional with proven experience in implementing Focus 9 to streamline diverse business processes. Key Responsibilities: - Implement and configure Focus 9 to optimize inventory management, customer relationship management (CRM), financial operations, human resources, and procurement. - Provide training to our team to ensure a smooth transition and maximal utilization of the system. - Conduct thorough testing to ensure all processes are working efficiently. Skills and Experience: - Experience in implementing and configuring Focus 9. - Strong understanding of inventory management, CRM, financial operations, HR, and procurement processes. - Ability to provide training and support to team members. - Excellent communication and problem-solving skills.

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    Digital Marketing Assistant 5 days left
    VERIFIED

    I'm seeking a skilled digital marketing assistant for ongoing, comprehensive support in various digital marketing aspects. The ideal candidate should be proficient in: - Social Media Management: You'll be responsible for managing LinkedIn, setting up and maintaining LinkedIn advertising campaigns, and posting on LinkedIn. - Content Creation: You should be able to create engaging and relevant content for our target audience. - SEO Optimization: Proficiency in SEO tools and techniques is a must. - CRM Set Up and Management: You'll be responsible for setting up CRM systems and managing them. - Regular Posting: You'll need to follow a content calendar for regular posts on LinkedIn and via direct emails. Your role will be crucial in enabling our digital marketing ...

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    Seeking a talented freelancer for a temporary position to assist us in transitioning crucial data from Microsoft SQL Server to a newly implemented CRM, Encore Max. Requirements: - Deep understanding and practical experience of Microsoft SQL Server - Familiarity with Encore Max CRM - Proficiency in data migration between different platforms Although the exact number of tables involved is unclear, ability to work effectively regardless of volume is key. It is a part-time, short-term project pivoting around database handling, data migration, and potentially, new CRM familiarization. Proficiency in problem-solving and excellent communication skills will be highly valuable.

    $521 (Avg Bid)
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    I have an existing module that syncs Facebook Leads with my Perfex CRM. I'm seeking a skilled professional who can help me fine-tune this process to better suit my needs. Key Requirements: - Sync Name, Phone number, and Request a quote option data from Facebook Leads to Perfex CRM - Implement real-time synchronization between Facebook Leads and Perfex CRM Ideal Skills and Experience: - Proficiency with Facebook API and CRM systems - Experience with data synchronization and automation - Ability to customize existing modules Please bid accordingly, keeping my budget of 1500 INR in mind. A successful collaboration could lead to further opportunities to assist with my CRM and data management needs.

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    I'm looking for a Zapier expert who can help me create a customized automation that links my Gmail account with my Google Sheets and also includes tasks creation. Key Responsibilities: - Create a Zapier automation to send emails from my Gmail account - Implement an automation that updates Google Sheets - Set up a system that creates tasks Ideal Skills and Experience: - Proven experience in Zapier automation - Strong understanding of Gmail and Google Sheets - Experience with workflow automation and task management - Ability to customize triggers based on my requirements Please note that I haven't selected any specific triggers or events to initiate the automations. I'm open to suggestions based on your expertise.

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    I currently use Hawksoft CMS and Marketing 360 CRM. My project requires a platform that integrates these systems with a document signer and a calculator. We would need a custom platform since marketing 360 does not support any type of login website. Key Features: - A user-friendly log in system with multiple users. (requiring log ins, etc.) - Integration of Hawksoft CMS and Marketing 360 CRM into the platform. - A document signer with the ability for electronic signatures and document tracking. - A calculator that includes formulas for interest and payment schedules. Possibly wanting to make a new crypto currency for smart contracts as well. Ideal Skills: - Proficiency in CMS and CRM integration, particularly with Hawksoft CMS and Marketing 360 CRM. - Experience in developing documen...

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    I need an expert in Make (Integromat) to develop an automation for web scraping on the web-based CRM, Kommo CRM. The task involves printing the entire contact view page as a PDF. Key Requirements: - The PDF should include the name and contact details of the CRM contact. - The automation should run on demand. - The CRM view needs login Additional Details: - The task specifically requires printing the contact view page as a PDF, not extracting any information. - The PDFs are to be saved to a local server upon creation. Ideal Skills and Experience: - Proficiency in Make (Integromat) - Experience in web scraping and automation - Familiarity with CRM systems, particularly Kommo CRM - Prior experience in PDF generation from webpages is a plus. Please bid if you can meet these requirements ...

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    I'm looking to optimize and automate my lead management process by integrating Intercom with Pipedrive. Key Requirements: - The solution should automatically capture leads and assign them. - Presently, leads are captured through a self-sign-up process and are then manually pushed from the backend to Intercom. This needs to be automated. Ideal Candidate: - Experience with Intercom and Pipedrive integrations - Proven track record in automating complex lead management processes - Strong understanding and experience with creating automated systems in the backend to push data to Intercom.

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    25 bids

    I need assistance in migrating my business data from A2H accounting software to Zoho Books. The data comprises of: - 50,000+ Invoices - 4,000 Accounts - 15,000 Items The priority is to transfer this data accurately and efficiently, with a focus on maintaining data integrity. Key aspects: - Migrating Invoices: This is the bulk of the data, with over 50k invoices to be transferred. Each invoice must be accurately migrated to Zoho Books. - Migrating Accounts: There are around 4k accounts in the A2H software that need to be transferred. The integrity of this data is crucial. - Migrating Items: There are 15k items that need to be migrated to Zoho Books. The associated details and categorizations must be correctly transferred. Your experience with data migration, particularly with accounting...

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    Hi I am looking for one ERP for collection automation with Zoho integration.

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    Freelancers for this project have to have Right to work in UK. I need an expert in Salesforce CRM, specifically conversant with Salesforce for Education. The project demands proficiency in: Ideally, the freelancer should have experience in: 1. Salesforce for Education 2. Creating flows 3. Process auCRS - Reports and Dashboards: Understanding of the creation and interpretation of Reports and Dashboards on Salesforce is integral. This project calls for an intuitive grasp of Salesforce CRM, passion for optimization, and a solid track record of similar successful projects.

    $33 / hr (Avg Bid)
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    We are looking for Aspiring Companies or groups of friends who can take up a project on Opensource ERPNEXT (Frappe Frame Work) Customisations. This project will on Work @ home Basis. We seek a Group of People who can take up this project at Aggressive Cost-Effective Monthly Rates. Those interested may please provide the Cost-Effective Hourly Rates. We are only looking for a cost-conscious development team as our projects are mainly Indian projects only. We will not be interested in working with people who post rates just for discussion and later on change the rates. So, I humbly request bids from genuine companies or groups of Friends or Individuals who are confident to work cost-effectively. I need skilled and experienced professionals to do this on a cost-effective hourly rate. Key...

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    I need assistance in migrating my business data from A2H accounting software to Zoho Books. The data comprises of: - 50,000+ Invoices - 4,000 Accounts - 15,000 Items The priority is to transfer this data accurately and efficiently, with a focus on maintaining data integrity. Key aspects: - Migrating Invoices: This is the bulk of the data, with over 50k invoices to be transferred. Each invoice must be accurately migrated to Zoho Books. - Migrating Accounts: There are around 4k accounts in the A2H software that need to be transferred. The integrity of this data is crucial. - Migrating Items: There are 15k items that need to be migrated to Zoho Books. The associated details and categorizations must be correctly transferred. Your experience with data migration, particularly with accounting...

    $133 (Avg Bid)
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    I'm an student looking to enhance my knowledge particularly in Salesforce Administration and development. Looking to learn it from scratch , so i can enter induatru The ideal freelancer for this project should: - Be experienced in Salesforce training, preferably with a focus in Salesforce Administration and Development. - Have a solid understanding of Workflow Automation, Reports and Dashboards, and Data Management within Salesforce. - Be able to tailor the training to an intermediate level user, ensuring that the concepts are well explained and easy to follow.

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    As a real estate firm on the hunt for an experienced professional in cold calling, I'm looking to generate qualified leads, schedule appointments, and determine the potential interest of homeowners in our offerings using our dialer and CRM to update every lead. Key Requirements: - Proven experience in real estate cold calling. - Ability to generate quality leads. - Skilled in setting up appointments effectively. - Proficiency in vetting and qualifying potential clients. - Proficiency in speaking clear English. I expect the calls to capture: - Contact details for follow-up. - Level of interest in our properties. - Availability and willingness for a follow-up conversation. This role requires a confident and articulate communicator with a knack for building rapport with potential cl...

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    I am seeking a skilled professional to set up Zoho CRM for my business and configure it to effectively track sales. Key Requirements: - **Zoho CRM Setup**: As I am new to Zoho CRM, I need someone who can help me with the initial setup. - **Sales Tracking Configuration**: The primary goal of this project is to configure the CRM for optimal sales tracking. This includes setting up pipelines, stages, and custom fields to align with my sales process. - **Email Integration**: I would like the CRM to be integrated with email platforms to streamline communication and tracking. Ideal Skills and Experience: - Proven experience with Zoho CRM, particularly in the area of sales tracking. - Proficient in setting up and configuring CRM systems. - Experience in integrating CRMs with email platforms. -...

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    I'm seeking an expert in DGlux to create various graphics for our Tridium Niagara control system. Your responsibilities include: - Designing intuitive and visually appealing dashboards, widgets, and custom visualizations - Incorporating specific examples we provide, including floor plans, charts and graphs, gauges and meters, HVAC Systems, and Heat Exchanger Systems Ideal candidates should have: - Extensive experience with DGlux - A deep understanding of Tridium Niagara and control system graphics - Strong design skills to develop aesthetically pleasing visualizations - The ability to translate complex technical concepts into easy-to-understand graphics - Good communication skills to understand our specific needs and incorporate them effectively Please provide a portf...

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    I'm in need of a professional web developer to create a website with a strong emphasis on lead capturing and integration with Zoho CRM. Salesforce, while a great CRM platform, is currently out of my budget, hence why I've opted for Zoho CRM (open to suggestions). Key requirements include: - Building a website that can effectively capture leads - CRM integration with Zoho - Facilitating customer interactions through a user-friendly interface - Generating and managing leads - Providing answers to customer queries Ideal candidates should have experience with: - Web development, with a strong focus on lead capturing - Zoho CRM integration - Designing and implementing a customer interface that effectively filters customers, generates leads, and answers questions (Opti...

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    I'm in need of a receptionist to handle the front desk of my office. The key responsibilities for this role include: - Greeting visitors as they enter the office - Answering incoming phone calls and transferring to the appropriate team member - Assisting with appointment scheduling and managing the office calendar - Monitoring and responding to emails - Ensuring a smooth flow of communication in and out of the office The role is part-time, requiring less than 4 hours per day, preferably in the morning. Ideal candidates should have experience in reception work and be comfortable with office technology and software. Familiarity with email platforms, scheduling software, and Customer Relationship Management (CRM) systems would be a plus. They should also have excellent communication s...

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    I'm in search of a Zoho professional who can assist with Zoho CRM, Zoho Books, and Zoho Creator. For Zoho CRM: - Lead management: Workflow set-up and customisation - Sales pipeline tracking: Detailed tracking setup for accurate sales projections - Email integration: Streamline email interaction with CRM For Zoho Books: - Invoicing: Custom template creation and automation - Expense tracking: Accurate setup and management - Financial reporting: Regular and detailed financial reporting This project requires thorough knowledge of Zoho's suite of tools. A successful candidate will likely have hands-on experience in customising and managing these specific tools. Clear and concise communication is key. Do you have what it takes? Let's make things happen.

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    I am in need of a Power Automate expert who can aid in designing an automated workflow process. The specific tasks and applications for this project aren't set, therefore versatility and wide-ranging familiarity with Power Automate's capabilities is key. Your role will entail: - Offering creative solutions for automation to streamline processes - Advising on possible integrations with other services, such as Microsoft Office 365, Google Workspace, Salesforce etc. - Establishing specific triggers or events that should initiate the automated workflow Ideal candidates will have: - Profound experience with Power Automate - Previous experience with multiple integrations - Ability to suggest efficient triggering events for automated work-flows.

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    I am in need of a Power Automate expert who can aid in designing an automated workflow process. The specific tasks and applications for this project aren't set, therefore versatility and wide-ranging familiarity with Power Automate's capabilities is key. Your role will entail: - Offering creative solutions for automation to streamline processes - Advising on possible integrations with other services, such as Microsoft Office 365, Google Workspace, Salesforce etc. - Establishing specific triggers or events that should initiate the automated workflow Ideal candidates will have: - Profound experience with Power Automate - Previous experience with multiple integrations - Ability to suggest efficient triggering events for automated work-flows.

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    I am looking for a CRM specialist with expertise in sales support to enhance my current CRM system. I currently manage my sales leads and customer data through CRM software, however, I'm looking to improve specifically in the areas of customer follow-ups, lead conversion through phone calls, and text messages. Requirements: - Understand CRM systems and how to optimise them - Experience in managing and converting leads into clients - Excellent communication skills for phone calls and text messages - Ability to generate leads through calls - Record and track details of every customer interaction Skills: CRM specialists, lead conversion, excellent communication skills. If you are organized, have a knack for improving processes and are a master at converting leads into customers - ...

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    I'm in need of a mid-level Salesforce Marketing Cloud expert to handle configuration and customization. Key Responsibilities: - Configuring and customizing SalesForce Marketing Cloud to meet our specific needs - Implementing and managing Marketing Cloud features - Advising on best practices and providing solutions for our marketing automation requirements Experience: I'm looking for someone with 3-5 years of hands-on experience with SalesForce Marketing Cloud specifically. Communication: I prefer to communicate via instant messaging to ensure quick and efficient collaboration.

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    I'm in need of a skilled Salesforce developer to assist me with multiple Salesforce products including Sales Cloud, Service Cloud, and Marketing Cloud. Sales Cloud: Requires assistance with lead management, opportunity tracking, and sales forecasting. Prior experience with these specific functionalities is preferred. Service Cloud: Tasks would include custom case management, integration with third-party systems, and setting up a knowledge base. Experience in these specific areas is highly valuable. Overall, the ideal candidate will have robust Salesforce product experience and strong expertise in customizing and integrating cloud platforms. It's crucial that you have a thorough understanding of Salesforce and are up to date with all relevant best practices, processes, and u...

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    **Project Description: Advanced Zoho CRM Customization and Sales Lead Automation** **Overview:** We are seeking a skilled Zoho Expert to assist in leveraging advanced customization within Zoho CRM to enhance our sales lead automation processes. The goal is to streamline our sales operations through sophisticated automation workflows, custom modules, and seamless integration with other relevant tools and platforms. **Key Responsibilities:** - **Automation Workflows:** Design and implement complex automation workflows to streamline and enhance our sales processes, ensuring efficiency and accuracy. - **Custom Modules and Fields:** Develop and configure custom modules and fields within Zoho CRM to align with our specific business requirements and sales strategies. - **Integration:** Integrat...

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    I'm looking for a skilled Salesforce developer to create a Salesforce Lightning web component that mimics a website's front page, with clickable image links that direct to specific files in a document library. Key Requirements: - Create a Salesforce Lightning web component with the following features: - Navigation Menu: The component should have a navigation menu that includes a file object, which leads to the document library. - Image Links: These clickable links on the front page should direct users to specific files or areas within the document library. - Document Library Access: The document library accessible from the navigation menu should contain various file types, including Word documents, PDFs, and Excel spreadsheets. Ideal Candidate: - Prior experience in Sal...

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    Zoho integration 9 days left

    I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.

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    Estoy en busca de un asistente personal que actúe como mi mano derecha, alguien fundamental en el manejo diario y estratégico de mi negocio. Este puesto es ideal para una persona organizada, con fuerte enfoque en ventas y gestión de proyectos, que pueda contribuir significativamente al crecimiento y la eficiencia operativa. Responsabilidades: • Diseñar y preparar presentaciones de ventas que comuniquen claramente nuestros valores y ofertas. • Gestionar comunicaciones con prospectos y clientes a través de correo, WhatsApp y llamadas telefónicas, manteniendo relaciones sólidas y profesionales. • Realizar seguimientos efectivos para asegurar la satisfacción y retención de clientes. • Coordinar y supervisa...

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    Preciso fazer uma automação que integre a plataforma de CRM C2S com a plataforma SalesForce. Na automação eu quero que quando eu altere o status do lead para um status específico no C2S, os dados daquele lead sejam criados no SalesForce. A plataforma Zapier tem integração direta com o C2S

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    ¡Hola! Busco appoiment setter con experiencia y que hable ESPAÑOL para trabajar de forma remota con jornada completa, sería a resultado por venta realizada del CLOSER, es un producto high ticket (fee por cierre alrededor 150€) con buenas habilidades sociales y con buena actitud, busco un setter confiable que sea estable y eficiente a largo plazo. Nos enfocamos en el nicho de mujeres profesionales de más de 50 años, la prospección es a traves de Instagram, combinado con el setting por whatsapp de leads captados a través de VSL Requisitos: •Experiencia previa como appoiment setter •Experiencia en uso de CRM y actualizaciones precisas del día trabajado. •Experiencia para cualificar leads y generar oportunidade...

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    Necesitamos un consultor experto en el uso de Notion que entienda bien el funcionamiento de un CRM y el uso/creación de formularios en y su integración con Notion. Idealmente que esté ubicado en Santiago de Chile y pueda realizar parte del trabajo desde nuestras oficinas en Huechuraba. Para que, siguiendo nuestras instrucciones y requerimientos, arme en pocos días un CRM simple para nuestra empresa en Notion, y cree formularios de pedidos en que alimenten al CRM. Somos una pequeña empresa que vende productos a farmacias y el CRM es para facilitar el trabajo a nuestros 5 vendedores en terreno

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    Soy Growth Partner, no tengo tiempo ni habilidades necesarias para abarcar toda la prospección de mi negocio, por eso quiero encontrar a alguien que me consiga cerrar al menos 4-6 llamadas semanales mediante appointment setting, principalmente por linkedin e instagram. También esta la posibilidad de correo. Mi nicho es Salud y Belleza. Irás a %.

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