CRM Jobs

I’m building a turnkey voice AI that can take over front-desk phone duties for my business clients. The system must pick up every call, greet the caller naturally, route or record the inquiry, and—in real time—handle three core functions: • Answer routine and ad-hoc questions about the client’s services • Book, move, or cancel appointments on an integrated calendar • Capture caller details, create or update records inside the client’s CRM and customer database I already have target industries lined up, so the solution needs to drop straight into different tech stacks. Please wire it to common SaaS CRMs (HubSpot, Zoho, Salesforce), Google or Microsoft calendars, and a MySQL/REST customer database layer. If middleware such as Zapier or c...

I have an Airtable account, I need an Airtable pro who can turn my draft template into a fully functioning workspace to replace a google spreadsheet I have been using. The final base has to feel as familiar as a spreadsheet, yet still take advantage of Airtable’s relational power for contacts and their interactions. What I’ll hand over: • My existing spreadsheet/template in .csv / Airtable format • A short outline of the data I’m already tracking What I need from you: • Import and refine the template into a clear, spreadsheet-style Airtable base • Set up tables, linked records, key fields and filtered views so I can find customers in seconds • Light automation—think simple formulas, look-ups or single-step triggers—only wher...

Job Description: We are Land 11, a technology company that helps US residential developers find off-market land parcels using AI-powered outreach. We are running email campaigns to US developers and inviting them to a video call to learn more about our service. We need a sharp, articulate sales rep to conduct these calls, present our value proposition, and move prospects toward a partnership agreement. What You Will Do: Study our product materials and become fluent in the Land 11 value proposition Conduct video meetings (Zoom/Google Meet) with US developers who responded to our outreach Present the service clearly: how our AI finds off-market land sellers at scale Answer questions about pricing, process, coverage, and timelines Guide interested prospects to the next step (trial campaign...

Freelance CRM & WhatsApp Automation Developer for Clinics Project Description: Hello! I’m looking for an experienced freelancer to build a CRM + automation system for clinics. Our system recovers lost clients, warms up new leads, and allows easy lead status management and KPI tracking. Key Tasks: CRM / Dashboard Lead statuses: New / Hot / Closed / Lost Track old messages → tag “Follow-up needed” KPI metrics: % of returned clients, hot leads, revenue recovered Import old WhatsApp messages (1–3 months back) Filter business-related messages only, ignore personal chats Detect lead status based on message content and date Automated Follow-up Time triggers: 2–14 days after last message Personalized messages for each client Track replies &r...

AI Automation Specialist for EPOS & Payments Company We are Microtill, a long-established UK EPOS and payments technology company serving the hospitality and retail sectors. We are currently scaling our in-house cloud platform NuvolaPOS and integrated payments solution NuvolaPAY. We’re looking for a hands-on AI specialist to help automate key parts of our sales, support, and internal processes. This is a practical, results-driven role. We’re not looking for theory or research, we want someone who can build and deploy real AI solutions that improve efficiency and increase sales. Core Objectives: - Automate lead generation and qualification - Build AI chatbots for sales and customer enquiries - Automate first-line support processes - Improve conversion rates through AI-dr...

My pest-control company needs ten genuine inbound calls every single day. Each call must come from a homeowner reached through cold calling, last at least 120 seconds, and arrive during peak hours: Monday–Friday 9 AM – 5 PM EST and Saturday–Sunday 10 AM – 5 PM EST. I will rely on you to plan and execute the entire cold-calling workflow—sourcing qualified homeowner leads, dialing, handling objections, and transferring or patching the prospect straight to our office line. Because I do not have a ready-made script, please create one that introduces our services clearly, uncovers the caller’s pest issue, and motivates them to phone in right away. I’ll review and approve the script before calling begins, then we can adjust wording based on early result...

I need a senior growth marketeer who can own the entire outbound engine—from translating my high-level campaign brief into a tight ICP, through building and enriching laser-focused contact lists, all the way to deploying multi-channel sequences and passing qualified, warmed-up prospects to our outbound calling team. Here’s the current stack you’ll step into: Zapier keeps the pipes flowing, Lemlist drives most of our email and LinkedIn touches, and HubSpot is the system of record. You should feel completely at home inside each of these tools—and comfortable adding complementary apps if they boost performance. What I’m counting on you to deliver • ICP refinement and an enriched contact database that’s export-ready for Lemlist/HubSpot • Multi-...

I’m setting up my new presence on Freelancer.com and my first priority is to build a small, dependable pool of administrative professionals I can turn to whenever work comes in. The tasks I’ll be posting revolve around three core areas: • Data entry • Customer service • Scheduling and planning If you’re confident in those skills, please tell me about the tools you’re comfortable with (spreadsheets, CRM, calendar apps, ticketing systems, etc.), your usual turnaround times, and any examples of similar work you’ve handled remotely. Reliability, clear communication, and the ability to follow written procedures will matter just as much as raw speed. For this initial engagement I’ll start with a paid trial assignment so we can confi...

I market a suite of subscription-based software applications and have a steady stream of qualified prospects landing in our CRM every day. What I need now is someone whose energy is devoted to one outcome—getting the deal signed. You’ll step in once a lead is vetted, run discovery calls, deliver live or recorded demos, handle objections, negotiate final terms, and secure the close via phone, video, or email. A background in SaaS or comparable software sales, fluent English, and proven confidence with a modern CRM (HubSpot, Pipedrive, or similar) are must-haves. Deliverables • Closed deals recorded in the CRM • Ongoing pipeline notes updated in real time • A concise end-of-week report of wins, losses, and next actions If you thrive on turning interest int...

We are building an AI assistant platform for clubs and organizations. Tech stack: Supabase (Postgres, Auth) OpenAI API Looking for: Experience with SaaS products Subscription + usage billing Secure multi-tenant systems Project: MVP (1 months)

need to integrate appi with stripe and crm sistem

I'm looking for an experienced Zoho One specialist to configure the Sales, Marketing, Books, and HR modules. Additionally, I need integration with LinkedIn. Key Requirements: - Configure Sales, Marketing, Books, and HR modules in Zoho One - Integrate LinkedIn as a social media platform Ideal Skills and Experience: - Proven expertise in Zoho One configuration - Familiarity with LinkedIn integration - Strong understanding of CRM, HR, and accounting processes within Zoho Please provide relevant experience in your bids.

I’m looking for a reliable professional to handle inbound customer support calls for my business. Your main focus will be to greet callers warmly, listen carefully to their concerns, and guide them toward a quick, satisfying resolution. All interactions will take place by phone, so a clear speaking voice, strong listening skills, and steady internet or phone connectivity are essential. Here’s what I need from you: • Answer incoming calls during agreed-upon hours. • Resolve basic product or service questions on the spot whenever possible. • Escalate complex issues to me or the appropriate team member, noting key details in a short call log. Ideal qualities include patience, a service-first mindset, and solid fluency in English. Familiarity with standard call...

2/3 hours per day Need super prof in LinkedIn sales navigator Objective - Increase visibility and generate B2B leads (travel agencies, event planners, concierges, luxury hotels) through organic LinkedIn + Sales Navigator outreach, and convert partnerships/bookings. Timeline (90 days) - Days 0–7: Profile audit & optimization; set up tracking/CRM. - Days 8–30: Launch content cadence + first Sales Navigator outreach (50–100 leads). - Days 31–60: Optimize messaging, expand outreach, nurture leads. - Days 61–90: Scale outreach, secure partnerships/meetings, report. Profile & Page Optimization (complete within 7 days) - Headline: keyword-rich (e.g., “Luxury Chauffeur & Limousine Services | Corporate & VIP Transfers | Italy”). - Abo...

Open to: India | Philippines | USA | Canada 100% Commission | High Upside | Long-Term Role What This Is I’m an independent sales closer working with a US-based AI company. I close deals. You book the meetings. Your job is to call US service businesses — auto repair shops, home services, clinics — qualify owners who are losing money on missed calls, and get them on my calendar for a 15–20 minute discovery call. I handle everything after that. This is not a gig. I’m building a small, tight-knit SDR team that works directly with me. If you’re serious, consistent, and coachable — there’s real money here and a real future. What You’re Booking Meetings For We sell two AI-powered systems to small US service businesses: AI Receptionist &mdash...

I am pulling information from multiple systems every day—iCloud exports, purchase and revenue files, our CRM, even stray WhatsApp logs—and it is getting messy. I need a detail-oriented analyst who can turn this scattered data into clear, trustworthy insights. Here is what I want to achieve: • Build an accurate data forecast so I know exactly how much usable customer data we have and how long it will sustain current campaigns. • Mine fresh data from every available source, then consolidate everything into one clean dataset. • Audit purchase and revenue records to spot and remove any duplication, with special attention to iCloud–generated files. • Reconcile datasets across systems so customer counts, lead statuses in the CRM, and revenue totals ...

I need a custom Zoho Creator application that streamlines three core areas of my business: employee management, inventory control, and day-to-day operations. The build must feel native on desktop screens first, as that is where my team works most of the time; future tweaks for mobile or tablet are a bonus but not essential for this phase. Within the app I expect: • Employee records (employee lifecycle , Leave management and attendance system) • Product inventories • Operational workflows Forms, views, and automated workflows should connect those data sets seamlessly, letting supervisors see real-time stock levels, assign staff to tasks, and track the progress of each job without hopping between spreadsheets. Role-based access, clean dashboards, and simple reporting a...

The goal. Is to obtain a private estate. That can be contributed to this project while we work together like actually work on everything together . Without expecting anything in return this is. More then a job So you must have a house. That can be headquarters or know how to get one that won't cost us any. Money and can be donated or. Contributed to us you must be able to contribute your time and day to building and pursuing this .. yeah but I'm talking about you have a actual house your own private estate you must have this or be able to help obtain it like I said above so we can work on premises this is speaking about a actual home. This is A new, home-based spiritual enterprise and its taking shape and the first milestone is to turn a private residence—yours or...

I’m rolling out Zoho ERP across my manufacturing unit in Ghaziabad and need an implementation partner who has already tamed the platform in a factory-floor environment. The immediate focus is on two modules: • Inventory Management – specifically deep Warehouse Management and full manufacturing workflows so we can trace raw material inward, WIP, and finished-goods movement without manual spreadsheets. • Accounting & Finance – a clean deployment plus structured import of all historic ledgers, vouchers, and opening balances. Our books are in Tally right now, so mapping, cleansing, and uploading that data will be part of the job. I’ll handle day-to-day operational inputs; you’ll own the technical setup, configuration, data migration, and user ...

I'm talking about you have a actual house your own private estate you must have this or be able to help obtain it so we can work on premises this is speaking about a actual home A new, home-based spiritual enterprise is taking shape and the first milestone is to turn a private residence—yours—into its operational hub. The work centres on sensitive “heaven-and-hell” case management, so every activity must respect strict confidentiality and a disciplined, documented process. The immediate need is to map and implement end-to-end workflow for: • secure collection and storage of personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I alrea...

We are seeking an expert developer to integrate an ACH payment processor into our CRM system using the provided SOAP API. The ideal candidate will have extensive experience with SOAP APIs and a strong understanding of payment processing systems. You will be responsible for ensuring a seamless integration that allows for secure transactions and user-friendly functionality. Key Requirements: - Strong experience with SOAP API integration - Understanding of ACH payment processing and NACHA standards - Experience with JavaScript/Node.js - Knowledge of RESTful API development - Attention to detail and adherence to industry standards - Proven track record in similar payment integration projects This is a full-time hourly position. If you have relevant experience, we encourage you to apply.

I'm looking for an experienced Zoho One specialist to help deploy Zoho CRM, Zoho Books, and Zoho Projects. The main focus of this deployment is to enhance our sales and support ticket management capabilities. Key Requirements: - Setup and configuration of Zoho CRM with a focus on: - Lead and contact management - Pipeline management - Reporting and analytics - Integration of Zoho Books and Zoho Projects to streamline our financial and project management processes. Ideal Skills and Experience: - Proven experience with Zoho One deployment - In-depth knowledge of Zoho CRM, especially in sales management features - Familiarity with Zoho Books and Zoho Projects - Strong analytical skills for setting up reporting and dashboards Please provide examples of similar projects completed a...

I operate in the Sales industry and rely on Infloww for real-time customer conversations. The biggest pain point my visitors report is long response times, so I need someone who can be online during agreed hours, pick up chats within seconds, and guide shoppers toward the best products while preserving our friendly brand voice. You’ll handle every stage of the chat journey: greeting new visitors, answering product or policy questions, suggesting relevant add-ons, and documenting each interaction inside Infloww so our CRM stays clean. When an issue can’t be resolved on the spot, you’ll tag it for follow-up or escalate it to the right team member. Success for this role means: • First response time consistently under 30 seconds • Accurate, concise notes for eve...

Project Title: Customer Service Representative (Remote) – Telemedicine (Phone + Email Support) Project Description: We are hiring a remote Customer Service Representative for a fast-growing telemedicine company. We need a candidate who is a confident, clear English speaker with minimal accent and has proven customer service experience handling both phone calls and emails. This role is essential to ensuring patients/customers receive timely, empathetic, and accurate support. Key Responsibilities: Respond to customer inquiries via email promptly and professionally. Handle inbound and outbound calls, resolving issues related to orders, account management, and general questions. Communicate fluently in English with a clear and empathetic tone (Spanish is a plus). Escalate complex case...

I need an off-the-shelf Travel CRM that is already running in production and can be demonstrated right away. My core requirements are built-in lead management, automated follow-ups, AI-powered itinerary creation, quotation generation, customer communication tools (email, SMS, WhatsApp or similar), inquiry automation and full booking management from proposal to final confirmation. Please note: • I am only considering mature, ready-to-deploy solutions—no custom builds from scratch. • You must have implemented the same system for other travel agencies and be comfortable walking me through a live demo. • Previous hands-on experience in the travel sector is essential so you can advise on best-practice workflow configurations. Deliverables: 1. Live demo showcasing ever...

I'm talking about you have a actual house your own private estate you must have this or be able to help obtain it so we can work on premises this is speaking about a actual home A new, home-based spiritual enterprise is taking shape and the first milestone is to turn a private residence—yours—into its operational hub. The work centres on sensitive “heaven-and-hell” case management, so every activity must respect strict confidentiality and a disciplined, documented process. The immediate need is to map and implement end-to-end workflow for: • secure collection and storage of personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I alrea...

I am looking for a large-scale list build of 200,000 – 500,000 fresh, “scratch” office leads sourced from both LinkedIn and ZohoMail data. The contacts must be based in North America and work in the Finance sector. I specifically need decision-makers and key accounting staff—AP, AR, Controllers, Bookkeepers, Senior Accountants, and CFOs—with verified, ready-to-email addresses. You may pull from LinkedIn Sales Navigator, Zoho CRM, Apollo, Seamless or your own proprietary tools, but every record has to be recently validated so bounce rates stay minimal. Firmographics such as company name, city/state, and employee size should match what LinkedIn shows; no scraped junk or outdated lists, please. Deliverables (single CSV or XLSX): • Full name • Job ti...

I need a GoHighLevel specialist to implement a true multi-site data model using Custom Objects + Associations. This is specifically for Real Estate / Body Corporate / multi-property clients, where: One customer/contact must link to multiple Properties/Sites Each Property/Site must link to multiple Site Contacts (tenant, property manager, billing contact) Adding a new property must NOT create a duplicate customer/contact This project is ONLY for the multi-site / custom objects / associations part (not general GHL cleanup). Non-negotiable: NDA-safe proof BEFORE engagement Before I award any milestone or grant access, you must provide NDA-safe Loom or NDA-safe screenshots showing this working inside GoHighLevel: Settings → Custom Objects list page Properties/Sites custom object ...

I need a results-driven B2B sales partner who can open doors for InstaRoom, our modular, inflatable 10 × 10 room solution. The immediate focus is the Events & Exhibitions space, zeroing in on Exhibition Organizers across North America. Your core mission is to put our product in front of decision-makers, secure qualified meetings, and drive signed purchase orders. I’m offering a straightforward, fixed-commission structure on every closed deal; once the terms are agreed, you keep full ownership of your pipeline and earnings. What you’ll deliver • A list of verifiable, North-American exhibition organizers that have expressed interest in inflatable or modular booth solutions • Scheduled calls or demos with the right stakeholders (procurement, operations,...

I run an industrial brokerage team, and we’ve built a custom CRM that includes our full property database, ownership, capital contacts, and deal pipeline. At this point, the system is functional but there are structural and workflow issues — particularly around relationships between contacts, ownership entities, capital sources, and properties — and I’m looking for someone with CRE CRM architecture experience to review it and help improve it. Specifically, I’m looking for someone who can look at it from a commercial real estate perspective and recommend how it should be structured and optimized based on real-world brokerage and investment workflows. Based on your background, it seemed like you might be a good person to speak with. Would you be open to a bri...

I’m looking for reliable help keeping our HubSpot portal clean, current, and accurate. The work is 100 % data entry inside the CRM—no spreadsheets, databases, or other tools—so you should already feel comfortable navigating HubSpot’s contact, company, and deal records. Your primary responsibility will be to take raw lead information I supply (usually in CSV or through shared notes), enter it into HubSpot, and immediately update any existing records that need correcting. Accuracy is critical: names, email addresses, custom property values, and lifecycle stages all have to be entered exactly as provided so our automations continue to fire correctly. Turnaround times are short, often same-day for small batches, and I’ll review each submission inside HubSpot. I&...

Project Description: We are seeking a highly technical GoHighLevel (GHL) Specialist based in Latin America to manage platform architecture and complex automations for a US-based Healthtech startup. This is a full-time, long-term collaboration. You will not be an "assistant," but the technical lead for our CRM infrastructure. THIS IS ONLY FOR PEOPLE WHO LIVES IN LATIN AMERICA. Key Responsibilities: Snapshot Management: Building, deploying, and optimizing GHL Snapshots for scalability. Automation: Developing complex workflows with if/else logic, custom values, and custom fields. GHL Builder: Designing high-converting landing pages and funnels. Integration: Managing A2P messaging, email sequences, and 3rd party tool integrations. Requirements: Location: Must be based in Latin A...

I need a detail-oriented lead-generation specialist who can identify well-qualified leads. LEAD GENERATION Alongside the RFQ flow, you will perform focused market and competitor research in the oil-and-gas, energy and wider industrial sectors. Your goals are to: • Identify procurement managers and technical buyers (no generic “info@” addresses). • Verify emails before they land in the workbook. • Record outreach status so the sheet stays clean and actionable. Provide a weekly report of verified and qualified leads. RFQ MANAGEMENT • Check the dedicated RFQ inbox throughout the workday, immediately logging every new request into our tracker. • Assign the correct internal reference number to each request, send a short but professional acknowl...

I need a results-oriented partner who can keep a steady flow of qualified startup founders heading toward our app-development agency. Your earnings will be 100 % commission on every deal that closes, so the more traction you create, the more you make. Here is our website Primary channels are already set: • LinkedIn and Instagram for social-media outreach and conversation nurturing • Targeted email sequences to warm lists or freshly scraped contacts • Evergreen SEO and content assets (blog posts, guest articles, landing pages) that pull inquisitive founders into our funnel Acceptance criteria for a “qualified lead”: 1. Founder or decision-maker at a startup (not service providers, students, or hobbyists) 2. Has an identified product idea and time...

super prof in LinkedIn sales navigator Objective - Increase visibility and generate B2B leads (travel agencies, event planners, concierges, luxury hotels) through organic LinkedIn + Sales Navigator outreach, and convert partnerships/bookings. Timeline (90 days) - Days 0–7: Profile audit & optimization; set up tracking/CRM. - Days 8–30: Launch content cadence + first Sales Navigator outreach (50–100 leads). - Days 31–60: Optimize messaging, expand outreach, nurture leads. - Days 61–90: Scale outreach, secure partnerships/meetings, report. Profile & Page Optimization (complete within 7 days) - Headline: keyword-rich (e.g., “Luxury Chauffeur & Limousine Services | Corporate & VIP Transfers | Italy”). - About: 3 short paragraphs &md...

I run a growing operation that lives inside MySiteOps, and I need a proactive virtual assistant who can keep our back-office organised while I stay focused on clients. Key Responsibilities • Manage email inbox and respond to enquiries • Update MySiteOps CRM daily • Prepare proposals and quotes • Send outreach emails and follow ups • Schedule site visits • Maintain digital documents and templates • Track KPIs and weekly activity Each day you will jump into the shared inbox, triage new messages, and draft or send courteous replies so nothing lingers unanswered. Immediately afterwards, any new leads, notes or status changes must be logged in MySiteOps so our pipeline always reflects real-time activity. Beyond the daily housekeeping, I will rely on you to ...

I need a full Environment, Health & Safety management application built in Zoho Creator as soon as possible. The solution must cover incident reporting, audit & inspection management, and compliance tracking in a single, streamlined workspace. Key deliverables Create a comprehensive EHS (Environment, Health & Safety) Management Application for an organization. The application must be web and mobile friendly, role-based, and workflow-driven. User Roles: Super Admin – Full access to all modules, edit/delete rights, dashboard analytics, user control. Admin / EHS Manager – Can create audits, templates, incidents, training, assign actions, manage documents, and generate reports. Auditor / Safety Officer – Can conduct audits, fill checklists, submit inciden...

I need an expert who can build and launch a complete outbound cold-email engine for lead generation, then wire every step of it into my GoHighLevel CRM so new contacts, replies, and engagement data flow straight into my pipelines without a hitch. Here’s the big picture: you’ll source or validate data, warm the sending domain, write persuasive multi-step sequences, configure the sending tool of your choice, and set up tracking so I can see open, click, and reply rates right inside GoHighLevel. The campaign must speak to both B2B and B2C prospects, segmenting messages and offers accordingly while staying compliant with CAN-SPAM and best-practice deliverability standards. Acceptance criteria • Domain fully warmed and authenticated (SPF, DKIM, DMARC). • Minimum of...

I run a restoration company and need a dependable hand to keep sales-related admin tight and timely. The core of the role is twofold: • Data entry – each new lead or closed job must be captured quickly and accurately. You’ll enter customer contact details alongside sales figures such as quoted price, approved amount, and closing date into our CRM and a simple spreadsheet we use for weekly reporting. • Customer follow-up – once a job is quoted, I call to confirm scope and next steps, but I need you to handle the routine check-ins by phone. That means a brief, friendly call a few days after each quote to note questions, gauge interest, and schedule me for any technical discussions when required. I can provide call scripts, an online phone system, and login c...

Our day-to-day operations already sit inside Zoho, yet two core areas still slow the team down. Zoho CRM I need the customer database cleaned up and structured so every contact, account, and deal line up correctly. Once the data is reliable, set up dashboards and reports that let the sales team monitor pipeline health, conversion ratios, and individual performance in real time. The goal is simple: easy data entry, zero duplicates, and clear sales-activity visibility from lead to close. Zoho Books On the finance side, the chart of accounts, bank feeds, and recurring journals all have to speak the same language as our CRM. Help me tighten overall financial management by configuring taxes, automation rules, and management reports that give an up-to-date view of cash flow, profitabilit...

I need an experienced Zoho Creator specialist to turn my outline into a complete order-and-inventory app inside Zoho One. The system must keep stock levels up-to-date in real time and push each new order through an automated workflow so manual spreadsheets disappear from the process. Core build requirements • Real-time inventory tracking across all warehouses and sales channels • Automated order processing that raises packing slips and invoices the moment an order is approved GST integration Invoices must calculate GST automatically, using the correct Indian rates and placing those values where Zoho Books expects them. No external spreadsheet workarounds. Workflow automation 1. Order approval chain: salesperson → manager → accounts (triggered by status chan...

We're seeking a highly motivated and results-driven Business Development Manager to drive our B2B sales growth. This is a commission-only role perfect for a self-starter who thrives on closing deals and building lasting client relationships. You'll have the autonomy to shape our sales strategy while earning competitive commissions on every successful deal. Your Mission As our BDM, you'll be the driving force behind our revenue growth, responsible for the complete sales cycle from prospecting to payment collection. Lead Generation & Prospecting Research and identify high-potential B2B clients needing AWS, DevOps, and IT consultation services Generate qualified leads through cold calling, email campaigns, networking, and LinkedIn outreach Build and maintain a robust sales ...

I need a freelance recruiter who is comfortable getting on the phone, engaging cold or warm candidates, and confirming whether they are open to speak with my business directly. Your goal on each call is simple: spark their interest, secure permission for a follow-up call from our team, and capture the best number and time for that conversation. I am not asking for a deep screening on work history, availability, or salary at this stage—just a concise, friendly introduction and a hand-off. Once the candidate agrees, note their preferred callback window and any quick observations that might help my internal recruiter pick up the thread. Deliverables for every successful contact: • Candidate’s full name and best phone number • Confirmed time slot for our follow-...

Role: AI Product Integration Specialist Overview We are seeking a forward-thinking professional with strong expertise in AI integration and product lifecycle management. The ideal candidate will lead the implementation of AI-driven solutions to enhance efficiency, streamline workflows, and improve overall digital experience across our CRM, operations, and internal tools. Key Responsibilities AI Integration & Innovation • Identify opportunities to integrate AI tools and automation (e.g., ChatGPT, Zapier AI, Copilot, or custom APIs) across business processes. • Implement AI-based solutions to optimize workflows, improve data accuracy, and enhance team productivity. • Research and pilot emerging AI technologies relevant to CRM, marketing, and operations. • Drive a cul...

Our overseas-education consultancy has outgrown spreadsheets and email folders; everything now needs to live in Monday.com. I want a complete workspace built from the ground up that mirrors our student journey from the very first enquiry to the moment they fly out. • Intake form The form must flow straight into a master board and capture personal details, educational background and application preferences. Status and owner columns should populate automatically so the right counsellor is alerted as soon as a lead arrives. • Outlook document sync Incoming attachments—application forms, transcripts and certificates, passport and visa copies—need to land beside the correct student item without manual drag-and-drop. If the connection requires ’s native Outlook ...

I need to ramp up lead generation in the technology sector and keep the momentum going with targeted outreach. Your core focus will be building clean, verified prospect lists and engaging them through well-structured email sequences and concise cold-call touchpoints that open conversations, not just fill spreadsheets. What success looks like for me: • A weekly delivery of fresh, ICP-matched tech prospects—decision makers with accurate contact details. • Three-step email cadences that feel personal, avoid spam triggers, and aim for measurable open- and reply-rates. • Short, persuasive cold-call scripts plus call logs that capture objections, next steps, and follow-up dates. You’re free to work with tools you trust—LinkedIn Sales Navigator, Hunter, Apollo, ...

I own a mobile car detailing business serving the Seattle / Puget Sound area, and I am looking for an experienced appointment setter who can generate clients and book confirmed appointments directly into my calendar. This is a performance-based position. I will pay $40 per job completed (payment is made after I successfully complete the detailing appointment). ⸻ What I Need: I want someone who can: • Find qualified clients in the Seattle / Puget Sound area • Target homeowners and higher-income neighborhoods • Contact potential customers (phone, messaging, or outreach methods you recommend) • Clearly explain that this is a mobile car detailing service where I travel to the client’s home • Clearly explain pricing upfront • Set realistic expectations f...

Looking for Lead Managers, Acquisition Managers, Dispositions Managers, and Transaction Coordinators. The Lead Manager will have the responsibility of organic outreach and manual prospecting for distressed homeowners. Lead Manager will use provided tool PropTracer for Skip Tracing addresses for phone numbers. Lead Manager will use provided tool Kixie to automate the process of contacting the distressed homeowners and will be responsible that the 4 pillars check (Motivation, Condition, Timeline, and Price) has passed. Once Lead Manager finds a "hot" lead on Kixie, they will schedule a Zoom call for a deeper discovery or a virtual property walkthrough using Fathom. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads...

We are a charity needing to move a small database from HubSpot into our brand-new Salesforce Nonprofit Success Pack. That includes contacts and organisations, all interaction history and notes, plus the activity logs and tasks that give us a complete picture of each relationship. In parallel I have several Excel sheets that hold member and partner details; those spreadsheets also need to be brought into Salesforce so we have a single source of truth. Once the data is in place, I’d like you to configure the NFP environment so we can clearly work with four stakeholder categories—Members, Partners, Supporters and Government—and launch basic automated email campaigns straight from Salesforce. I’m deliberately keeping the first phase light, so best-practice field mappin...

Looking for a Monday CRM platform freelancer to help adjust dashboards based on images. Details shared during collaboration.