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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    CRM Salesforce Implementation 6 days left
    VERIFIED

    I'm looking for an experienced Salesforce consultant to assist with the implementation of a new Salesforce account. Key Project Requirements: - Implement a CRM system that is tailored to our business needs - Include features such as Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting - Create a user-friendly system that enables easy adoption and effective usage by our team Ideal Skills: - Proven experience in Salesforce implementation, specifically in the CRM context - Deep understanding of CRM principles and best practices - Ability to tailor Salesforce features to align with Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting Please respond with your relevant experience and approach to this project.

    $53 / hr (Avg Bid)
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    I'm seeking a proficient Airtable professional to assist with a few key tasks - specifically data entry, database setup, workflow automation, budgeting, and tracking. Key Responsibilities: - **Data Entry**: Inputting a small set of records, less than 100, into the system. - **Database Setup**: Organizing the data in a structured and efficient manner. - **Workflow Automation**: Creating a seamless and automated workflow. The complexity level is primarily focused on integrating with other apps and services. The ideal candidate should have prior experience in: - Airtable data entry and database setup - Building and implementing workflow automations - Integrations with various apps and services - Budgeting and tracking functionalities Your role is pivotal in ensuring the day-to-day op...

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    We are a training company. We have Dynamics 365 implemented with an added module for managing training registrations. I am looking for a freelancer who can help design automation for collecting survey results after each training session. At the moment, we are not committed to any specific technology. We are open to using various tools. The common core should be as follows: Upon clicking the appropriate button in CRM, a survey should be created, which we can then provide to the trainees to fill out after the training. The survey should include individual training attributes transferred from CRM entities - such as the training name, training date, and trainer's name. Other fields like training rating will be constant for each survey. The survey link should be generated and displayed i...

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    I'm looking for a SuiteCRM developer who can help me with the following aspects of my CRM system: - Customization of existing modules: I need the current modules in SuiteCRM to be tailored to my specific business needs. - Integration with QuickBooks: I aim to synchronize customer data between SuiteCRM and QuickBooks. This involves setting up a mechanism for seamless data transfer and ensuring data consistency between the two systems. The ideal candidate for this project should have experience in SuiteCRM development, proficient in PHP and MySQL, and have prior experience in integrating this CRM system with QuickBooks. A strong understanding of CRM systems and finance software is also desirable. Please apply if you believe you have the necessary skills and experience to complete t...

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    Remote Performance Marketing Freelancer - Drive Business Growth About Oak Serenity Welcome to Oak Serenity, your dedicated partner empowering startups and small businesses nationwide. We level the digital marketing playing field, ensuring every business has an equal opportunity for success. Our small team combines creativity, strategic marketing, and data-driven insights to create unstoppable marketing campaigns aligned with your vision. At Oak Serenity, your success is our priority, driving us to excel alongside you. We operate with these 7 core values: Integrity, Teamwork, Empowerment, Excellence, Stability, Growth, and Innovation. Do you crave the freedom to design your work schedule and control your earnings? Are you a goal-oriented, self-motivated salesperson passionate about helping ...

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    I'm in need of setting up a gohighlevel CRM system for my online life coaching business. The key features I'm looking to include in the setup are lead management, sales pipeline tracking, and email automation. **Requirements:** Create GoHighLevel account. Complete Gohighlevel Client Onboarding Sales funnel setup Landing page creation Automation and workflows SMS and email template design and automation Pipeline configuration ChatGPT integration Custom domain setup Payment integration Membership area setup Media buying for lead generation website in GHL Automate lead nurturing through follow-up campaigns via voicemail, calls, SMS, emails, and Facebook Messenger. Implement appointment scheduling features. Integration of calling software Configure key performance indicators (KPIs)...

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    I am in need of a CRM system that can serve a substantial user base. The main functionalities that I am looking for are: - Contact Management: I need a system where I can input, update and manage all my customer and lead contacts. This should be well-organized and easy to use. - Sales Pipeline Tracking: It's important for me to have visibility over my sales pipeline. I want to be able to track where each lead is in the sales process, as well as the overall performance of my sales team. - Customer Support Ticketing: I need a system that can effectively manage customer support tickets. These should be easily raised, tracked, and resolved, all within the CRM environment. The system should be accessible from both desktop/laptop and mobile/tablet devices. The expected user base is substa...

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    Trophy icon Comprehensive CRM Development 13 days left

    I'm looking to develop a Comprehensive CRM system that caters to the needs of multiple users (in the thousands) and is able to integrate with other existing software and platforms. Key features of this CRM system include: - Advanced Contact Management: The CRM should be able to manage a large database of contacts efficiently. - Sales Pipeline Tracking: It should be able to monitor and manage our sales pipeline effectively. - Customer Support Ticketing: The system should provide a platform for managing and resolving customer support tickets. The ideal freelancer for this job would have: - Prior experience developing comprehensive CRM systems, ideally for large user bases. - Proficiency in integrating different software and platforms. - Strong understanding of Contact Manag...

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    I'm looking for a freelancer who can set up an integration between Home Depot Pro Referral leads and Workiz CRM. Here's what I need: - The leads should be automatically entered into Workiz CRM. This will save time and ensure we don't miss any potential opportunities. - For each lead, I need to capture both contact details and project details. This will help us tailor our follow-up and communication strategies to each lead. - Standard fields in Workiz CRM are sufficient for this project. I don't need any custom fields or special information included in the lead's profile. The ideal freelancer for this project will have experience with both Home Depot Pro Referral and Workiz CRM. It's crucial that the integration is seamless and accurate to ensure smooth lead ...

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    Project Title: Development of a Comprehensive CRM and Ticketing System Overview: We are seeking to develop a robust Customer Relationship Management (CRM) system tailored specifically for managing our clients, tickets, subscriptions, and payments. This system will also include features for both client and administrative interactions, detailed tracking, and integration with external payment systems. The project can be developed in phases to ensure each component is effectively implemented and meets our standards. Development may utilize traditional coding approaches or be accomplished through low-code/no-code platforms such as Bubble, depending on the solution that best fits the project needs. Objectives: Client Management: To effectively manage client data including contact details, servi...

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    I'm currently seeking a professional with extensive experience in to help me streamline my operations. The goal is to automate and organize as much of my business as possible. Key Areas for Automation and Organization: - **Project Management**: I require a system that can efficiently manage and track all my ongoing projects. - **Task Tracking**: Tracking and monitoring tasks is crucial for me. I need a system that can facilitate this smoothly. - **Team Collaboration**: Facilitating smooth communication and collaboration within the team is important for me. Key Objectives: - **Streamline Processes**: My primary aim is to have my business run on a system that minimizes human error and simplifies processes. - **Increase Efficiency**: Ensuring that the implemented system boosts our pr...

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    I'm seeking a professional to quickly setup Zoho CRM for my existing business. The CRM should include: - Customer Management: Keep track of our customer interactions and manage our customer data effectively. - Sales Force Automation: Efficiently manage our sales cycle and keep the team updated with real-time information. - Marketing Automation: Implement a system to streamline and measure marketing tasks and workflows to enhance operational efficiency. This project needs to be completed as soon as possible. Ideally, the freelancer should have extensive experience setting up CRMs particularly Zoho for businesses. Skills in marketing automation and sales force automation will be highly valued. The perfect candidate understands the importance of customer management and is able to crea...

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    I'm seeking a skilled professional to enhance my EspoCRM in several ways. This project entails three core components: - Custom Fields and Layouts: I require the addition of custom fields and layouts to tailor the CRM system to my business needs. This will involve understanding my data management requirements and configuring EspoCRM to accommodate these. - Workflow Automation: I want to streamline and automate business processes within the CRM. You should be proficient in setting up workflow automation, ensuring seamless operations and optimizing our efficiency. - Integration with Email Marketing and Customer Support Systems: An important aspect of this project is integrating the CRM with an email marketing platform and a customer support software. The chosen freelancer should have ...

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    I'm looking for a professional who can customize a few key aspects of ESPO CRM. - **User Interface:** I aim to revamp the layout and navigation, ensuring a user-friendly experience. This also involves creating customizable widgets and dashboards which suit our workflow. - **Reports and Analytics:** I'm looking for enhancements in this area. This includes improving the analytics and integrating workflows and automation within the CRM. Ideal candidates for this project should have: - Proven experience in customizing ESPO CRM - Proficiency in UI/UX design - Strong background in analytics and workflow automation - Excellent communication skills to understand and translate business requirements into CRM customizations. Understanding our company's workflow and e...

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    I'm in need of an experienced Perfex CRM expert who can utilize the SAAS module to create a 2-level company structure. Here is the breakdown of the requirements: - Utilize Perfex CRM's SAAS module efficiently - Create a 2-level company structure with parent and child companies - Enable the Admin to create a parent company, which can in turn create its own child companies - Ensure the child company has login capabilities to manage its own customers The ideal freelancer should be proficient in: - Perfex CRM - SAAS module implementation - Company hierarchy management - User management - Past experience in similar projects I'm particularly interested in detailed project proposals that demonstrate your understanding of the scope and your approach to delivering a quality soluti...

    $30 - $250
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    I am in need of a software that will help me with time management and goal setting. Key Features: - The software will mainly concentrate on task scheduling. It should be able to integrate seamlessly with my calendar and send me alerts for upcoming tasks. There will be other users, and I intend to make the software available to them. Therefore, it needs to be web-based, allowing each user to have their own login information and access the software separately. Other Details: - I'm not particularly looking for complex project timelines with dependencies, just a simple yet effective task scheduler. - There would be need for user logins and web based application. Ideal Skills and Experience: - Experience in developing time management software with robust task schedulin...

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    I'm seeking an experienced Salesforce consultant who can provide me with in-depth training on the Salesforce platform. The ideal freelancer for this job should have: - Extensive experience using Salesforce and a good understanding of its features and capabilities. - Proven track record in training others on Salesforce, especially on a one-to-one basis. - A solid grasp of the Salesforce platform and its components, as well as the ability to explain these clearly and coherently. Key tasks will include: - Providing a detailed overview of the Salesforce platform. - Tailored training on the specific areas of the Salesforce platform I am looking to improve, particularly in areas such as salesforce platform customization. - Sharing practical examples and real-world scenarios to help m...

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    As an Odoo CRM user, my main focus is finding a developer who can optimize the contact management feature of the system. I am looking for someone with: - Extensive experience in the Odoo CRM focusing on contact management. Showcasing your past experience in similar projects is crucial. - Ability to incorporate and manage client's data effectively while also keeping track of the history of contacting. Deliverables: - A robust and fully functional contact management module - The module should effectively manage and organize customer data - It should seamlessly keep track and document history of interactions with each contact Your application must clearly outline your relevant experience with the Odoo CRM contact management. The final product should be user-friendly and effective i...

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    I need a minimalist landing page designed to promote a specific product or service. The objective of this page is to stimulate and encourage conversions. Key elements: - **Minimalist Design**: The design should be clean, simple, and elegant, with a focus on the product/service and the call-to-action (CTA). - **Promotion of a Product/Service**: The page will be dedicated to showcasing a single product/service and convincing visitors to make a purchase. - **CTA for Purchase**: The primary CTA on the page should be enticing visitors to purchase the product/service. It should be prominently featured and designed to encourage immediate action. -**GoHighLevel Integration**: Current landing page is in GHL, will need freelancer to understand GHL very well. Ideal skills: - Proficiency in web ...

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    **Job Overview:** We are seeking a highly motivated and skilled Music Industry Outreach Specialist to join our team on a freelance basis. This role is perfect for someone passionate about the music industry and experienced in digital marketing and outreach. You will be responsible for identifying, researching, and contacting music industry professionals, including A&R managers, music producers, and artist managers, to submit demo tracks and promote emerging artists. This position offers flexible hours with a focus on results and performance. **Responsibilities:** - **Contact Identification and Research:** - Utilize various online tools and databases to research and compile a list of key music industry professionals, such as A&R executives, playlist curators, music managers, and...

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    I am looking to develop a comprehensive ERP with CRM system that caters to our specific business needs. Key Features: - Inventory Management: This is crucial for us to keep track of our stock levels, optimize inventory control, and minimize costs. The system should be able to handle real-time stock updates and provide alerts for reordering. - Customer Relationship Management: It is important that the system is equipped with CRM functionality to manage our interactions with customers, streamline sales processes, and improve customer service. - Sales Order Processing: The system should be able to efficiently process sales orders, manage pricing, and generate order confirmations. It should also enable seamless communication between sales, warehousing, and procurement departments. - Billing:...

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    I'm seeking a seasoned ERP and CRM systems designer to create a cutting-edge software suite for my business. The ideal candidate should be proficient with developing systems that include inventory management, sales tracking, and financial management features for the ERP; and lead management, customer relationship tracking, and sales pipeline management for the CRM. Key Responsibilities: - Designing and developing a comprehensive and fully-integrated ERP and CRM system. - Ensuring that the ERP system includes robust inventory management, sales tracking, and financial management features. - Ensuring that the CRM system includes effective lead management, customer relationship tracking, and sales pipeline management. Essential Skills and Experience: - Proven experience in designing and...

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    I need to implement a custom button in Salesforce. When users click the button, I want it to prompt users to upload a file. The process should be as follows: 1. **File Upload and Dropdown**: - Upon clicking the button, users should be prompted to upload a file. - Before the upload, users should see a dropdown with options for the type of document they are uploading. These options should be easily configurable by me in the future. 2. **File Renaming**: - Once the user has uploaded the file and selected the document type from the dropdown, the file should be renamed. - The new filename should be a combination of the account name followed by the dropdown selection. 3. **Future-Proof Dropdown Configuration**: - I want this system to be easily maintainable. In the future, I should be ab...

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    I am seeking an experienced CRM specialist to assist with sales pipeline tracking and email marketing automation within our Shape CRM system. Your primary responsibilities will include managing and optimizing our sales pipeline, as well as developing, implementing, and managing automated email marketing campaigns. Key Responsibilities: - Sales Pipeline Tracking: You will be responsible for managing and optimizing our sales pipeline within Shape CRM to help drive sales and maintain a healthy sales funnel. - Email Marketing Automation: You will develop, implement, and manage automated email marketing campaigns that will help nurture leads and drive conversions. Ideal Candidates will have: - Extensive experience working with Shape CRM. - Proven success in sales pipeline management and em...

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    I'm in need of a skilled IT software professional to modify my Salesforce CRM Data Import Template. The ideal candidate should be familiar with Salesforce products and have experience with data analysis, reporting, and software integration. Key requirements include: - Adding custom fields: I need to add specific custom fields to the template to accommodate unique data requirements. - Modifying field mappings: The freelancer will be expected to reconfigure field mappings to ensure accurate data import and export. - Adjusting data validation rules: There's a need to fine-tune the data validation rules to ensure data integrity and consistency. Your experience in working with Salesforce CRM and customizing data import templates will be crucial. I'm not entirely sure about the ...

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    I'm seeking a skilled professional who can help my travel company to generate leads through an email marketing campaign. Key Requirements: - **Email Content**: The preferred content for the emails is promotional offers. It should be well-crafted and engaging. - **Frequency**: The emails should be sent on a weekly basis. Timing suggestions based on industry best practices would be appreciated. - **Automation**: I'd like to have an automation system in place that optimizes lead generation over time. Ideal Skills and Experience: - **Email Marketing**: A proven track record in successful email marketing campaigns, ideally in a travel or similar industry. - **Lead Generation**: Experience in generating leads through email campaigns. - **Automation Tools**: A good understanding of ...

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    I'm seeking a knowledgeable professional to develop a custom-made FileMaker Pro CRM. The essential features should encompass: - Robust Contact Management: ability to effectively manage customer relationships - Inventory Management: keep track of stock levels - API connections: specifically for live-changing prices, the CRM must connect with a stock market API for real time feedback The developed solution needs to be versatile across a variety of platforms including Mac, iOS, Android and Windows. Strong experience with FileMaker Pro, database management, API integration and multi-platform development would be indispensable for this project.

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    I am looking for an experienced professional to set up a comprehensive business project on Go High Level software, tailored towards B2B enterprises. The key objectives of this project are to enhance lead generation and streamline sales funnel automation for the purpose of increasing sales. Key Responsibilities: - Configure lead generation tools: Efficient setup of tools and features that enable the project to effectively capture, manage, and engage potential leads. - Establish Sales Funnel Automation: Design and build automated processes that guide leads through the sales funnel seamlessly, from initial contact to conversion. - Tailor CRM for B2B: Customize the CRM to ensure it aligns with the specific needs and characteristics of B2B and B2C interactions. Ideal candidates should have: ...

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    I am looking for an innovative and experienced developer who can design an automated communication process using the Odoo platform, although I am open to other suitable platforms as well. - This system would interact with customers via WhatsApp, SMS, and Email. - The key features required include WhatsApp messaging, SMS messaging and Email marketing. - The automation should be set to initiate based on the following triggers: customer sign-up, the anniversary of subscription, and subscription renewal reminders. Ideal skills and experiences for this role would include proficiency in Odoo and other similar platforms, expertise in designing automated communication processes, and a robust knowledge of WhatsApp, SMS, and Email integrations. Hi, I am looking at odoo (open to other platform...

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    I need a skilled professional to integrate and fully synchronize my company's Zoho CRM with Xero accounting platform. Key Integration Functions: - Contact synchronization - Invoice generation - Payment tracking Data Fields & Information Synchronization: - I primarily need the 'Accounts' data fields to be synced between the two platforms. Handling Data Conflicts: - I prefer that data should be automatically prioritized from Xero in case of any discrepancies or conflicts between Zoho CRM and Xero. The ideal candidate for this project should: - Have extensive experience in integrating Zoho CRM and Xero - Be able to effectively manage and prioritize data flow between the two platforms - Ensure seamless and error-free synchronization of the specified functions and data...

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    I am looking for a skilled developer to integrate Zoho CRM with a specific system. The primary task is to sync more than 1000 contacts seamlessly between the two platforms. Key Responsibilities: - Implement a contact syncing feature between Zoho CRM and another system - Ensure the synchronization runs smoothly regardless of the contact volume - Troubleshoot and fix any potential syncing issues Ideal Skills and Experience: - Proficient in Zoho CRM and the other system being integrated - Prior experience with contact syncing and data synchronization - Strong problem-solving skills to address any potential issues - Effective communication to keep me informed about the progress and potential challenges Please let me know if you have any questions or need further details.

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    As an e-commerce platform based in New Delhi, we're searching for a proficient accounting resource who's well-versed with Zoho Books, Zoho Inventory, and Zoho Analytics. Our primary goal is to establish an efficient and accurate bookkeeping system and provide training to our in-house team. Key Responsibilities: - Setting up Zoho Books: The freelancer should have a proven track record in setting up Zoho Books for e-commerce platforms. This includes configuring chart of accounts, integrating bank feeds, and setting up automations. - Setting up Zoho Inventory: Extensive experience in setting up and customizing Zoho Inventory for an e-commerce business is crucial. This will involve inventory optimization, SKU management, and order fulfillment streamlining. - Setting up Zoho Analytic...

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    As a company offering CRM software, we're in need of a driven, skills-focused individual to tackle our sales. We're not seeking a software developer but someone who has strong presentation and negotiation skills. This is a prime opportunity for those who have an interest in the tech industry and a knack for turning prospects into loyal customers. Ideal skills and capabilities include: - Strong pitching and negotiation abilities for successful conversions - Profound understanding and experience in selling CRM software to various businesses - Effective oral and written communication skills - Capable of responding to customers' technical queries about our software swiftly and accurately Interested applicants should be prepared for a dynamic environment that requires quick...

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    As a growing beverage sales business, I require a customised setup for ZOHO CRM that focuses on sales pipeline tracking. I'm particularly interested in: - Accurately tracking the lead generation source. - Concentrating mainly on leads coming from Social media and Email marketing platforms. - Setting up ready to import scraped potential customer lists - Tracking initial contact through to sales - integrating landing pages on our website to track customer enquiry. ALSO - Any suggestions you think would be helpful that I have not mentioned. Experience and Skills Required: - Expert knowledge of ZOHO CRM, especially in setting up for sales businesses. - Proven experience in sales pipeline tracking setup, particularly focusing on lead generation source tracking. - Familiarity with integ...

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    ZoHo CRM Expert 2 days left

    Company Overview: We are a dynamic and rapidly growing company based in Vancouver, British Columbia. Our culture is built on innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaini...

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    crm data entry professional we want to upload data in the crm package and designate them to sales teams pan india. so an experienced person with the crm product would be helpful so that they will tweak the product to our needs.

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    I'm looking to build a chat bot for my website that supports customers in basic inquiries and issue resolution. This role would require strong experience in chat bot development and an understanding of customer support operations. Key Requirements: - Build a functional chat bot for a website platform - Implement chat bot functionalities specifically for customer support - Integrate the chat bot with CRM software for efficient customer data management - appointment booking - Integrate the chat bot with a live chat service for seamless customer interaction Skills and Experience: - Proficient in chat bot development, particularly for website platforms - Experience in designing and implementing customer support chat bots - Familiarity with CRM software integration for chat bots - Knowle...

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    I'm looking for an experienced Perfex CRM developer who can modify the application to align with the Indian Financial year. Key Deliverables: - Modify reporting and analytics: I need to change indian financial year-based data in the reports. The modified CRM should generate custom reports with year-end financial statements. - Pre-invoice ID auto-generate: I want an auto-generate feature for pre-invoice IDs. Skills Required: - Strong experience in Perfex CRM development - Proficient in modifying reporting and analytics - Familiarity with Indian Financial Year specifics - Ability to generate custom reports This project is time-sensitive so I need someone who can deliver the modifications in a timely and efficient manner.

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    Perfex CRM Customization PHP 2 days left
    VERIFIED

    I'm in need of expert PHP developers to develop some features based on Perfex CRM 1. Setup SAAS Multitenant based module and configure proper settings for registration of new client on their subdomains and auto setup SSL. Module path : [Already purchased licence] 2. Change CSS design of sidebar navigation menu, header and Kanban page redesign as per reference UI design [ Share later] 3. Integrate Zapier with Perfex CRM based on APIS & webhooks of this module. - Each SAAS client will have their own seperate URL of Perfex CRM to integrate with their Zapier account. 4. Install Wordpress On Landing page of SAAS module ( in point 1 ) and connect Login/Registation/Pricing page to SAAS module registration/billing page. 5. Create automatic workflows rules feature wh...

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    FEE $200aud FEE $200aud Plus bonuses ... so NO TIME WASTERS NEED APPLY As a business, we are looking to develop a custom CRM system. The system should include specific features and functionalities to ensure efficient management of contacts, sales pipelines, lead management, and administration for backend operations across 10 websites that we want incorporated in this model and more as we expand our network. Key Features: - Contact Management: The CRM system should boast a comprehensive contact management system. This includes the ability to integrate with email, custom fields for contact information, and contact tagging. - Sales Pipeline Tracking: The system must be capable of tracking and managing the sales pipeline efficiently. - Lead Management: The CRM should help in managing l...

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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. Key Features: - A user-friendly log in system with multiple users. - 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. Ideal Skills: - Proficiency in CMS and CRM integration, particularly with Hawksoft CMS and Marketing 360 CRM. - Experience in developing document signing features with elements such as electronic signatures and document tracking. - Strong background in building calculators with advanced financial formulas, particularly those re...

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    I am in need of a skilled outbound appointment setter to assist in generating leads for my ERP solutions, specifically Zoho and Odoo. Key Responsibilities: - Outbound calling to potential clients and setting up appointments for ERP product demonstrations - Maintaining a high level of professionalism and customer service during all interactions - Tracking and reporting on all appointments set, including relevant client information While it's not a strict requirement, preference will be given to candidates with experience in Zoho and Odoo, as they will be able to provide a deeper insight into our ERP solutions and potentially answer any preliminary questions that may arise. Ideal Skills and Experience: - Proven experience as an outbound appointment setter, preferably in the tech in...

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    I'm looking for a seasoned sales trainer with exceptional negotiation and communication skills to develop and deliver a sales training program specifically tailored to the finance industry. The ideal candidate has: - Proven expertise in Investment Products. - Excellent negotiation and communication skills. - A track record of delivering engaging training programs. The program should span over the course of one week. Your role will not only involve designing the program, but also effectively delivering it to my sales team. The aim is to improve our team's sales strategies and customer engagement within the financial industry. If you have a passion for sales training and a deep knowledge of finance, you are the entrusted professional we need to enhance our team's abilities.

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    1 bids

    We are urgently developing a comprehensive marketing analytics tool designed to integrate data from various advertising platforms, website activity, CRM, and Marketing Automation Platforms (MAP) to provide a unified view of marketing performance. We require a highly skilled and efficient Data Engineer or Architect who can handle data export processes, model and create tables and entity relationships, and develop an efficient and scalable database within a tight one-month deadline. ### Responsibilities: - Data Integration: connect and streamline data from multiple sources including ad platforms (like Google Ads, Facebook), website analytics tools (e.g., Google Analytics), CRM systems (e.g., Salesforce), and MAPs (e.g., HubSpot). - **Accelerated Database Design:** Design and implement a rob...

    $16 / hr (Avg Bid)
    $16 / hr Avg Bid
    13 bids

    I'm looking for a talented developer or team to craft an omnichannel chat platform designed to streamline communication by integrating it with our existing cloud call center software as a service (SaaS). Our goal is to enhance customer support and engagement by incorporating multiple communication channels into a single, unified interface. **Key Integrations:** - **Messaging Platforms:** WhatsApp, Facebook Messenger, email, and SMS. Additionally, PBX system integration is required to bridge our voice call capabilities with digital communication channels. - **Features:** Essential features we're looking for include: - **File Sharing:** Ability to share documents, images, and videos across all channels. - **Chat History:** Seamless access to previous conversations for co...

    $2304 (Avg Bid)
    $2304 Avg Bid
    76 bids

    I am in need of a skilled Salesforce Developer who is proficient in the development of Lightning Web Components (LWC) and can assist in the creation of custom pages for my Salesforce instance. Key Points: - The primary task is to create custom pages that are responsive and user-friendly. - Your expertise in Salesforce LWC is paramount. Please ensure you have demonstrable experience in this area. - The development of the pages should be done with scalability in mind, ensuring they can grow with the needs of the business. Additionally, I require ongoing support for this project: - This includes regular maintenance and updates to the custom pages. - A proactive approach to identifying and rectifying potential issues is highly valued. - You should be available for consultation and support a...

    $22 / hr (Avg Bid)
    $22 / hr Avg Bid
    56 bids

    I need a professional to set up the WooCommerce Zapier plugin for me. The tasks include: - Configuring plugin settings - Creating Zapier workflows for automated tasks - Mapping data between Woocommerce and other apps - Ensuring customer details remain in the database on my site In addition, I require assistance in transferring the WooCommerce account ownership on my site to a new WooCommerce account. Ideal Skills: - Proficient in Woocommerce and the Zapier plugin - Experience in setting up automation workflows - Familiarity with CRM and email marketing platforms such as HubSpot CRM, Salesforce, and Mailchimp - Skilled in account management and data migration Please bid if you're confident in completing these tasks efficiently.

    $38 (Avg Bid)
    $38 Avg Bid
    30 bids
    Excel CRM with Sales & Task Mgmt 22 hours left
    VERIFIED

    I'm seeking a professional able to create a custom CRM system in Excel for my business. Key requirements: - Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales. - Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities. Additional details: - The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate. - No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM. Ideal skills and experience for this job would include: - Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data. -...

    $111 (Avg Bid)
    $111 Avg Bid
    16 bids

    I want to set up an online shop on my website and have it connected to Fresha CRM, the system I currently use. This shop should have a sophisticated design that complements my brand image. Key Requirements: - Development of a product catalog with detailed descriptions and prices - Inclusion of a shopping cart and a seamless checkout experience - Integration of online ordering and payment functionalities - Payment gateway setup to accommodate credit card and bank transfer options - Customization to align with an elegant and sophisticated design style Ideal Skills and Experience: - Proficiency in e-commerce development and CRM integration - Strong portfolio of elegant and sophisticated web design projects - Previous experience with integrating payment gateways - Excellent understanding of...

    $467 (Avg Bid)
    $467 Avg Bid
    144 bids

    I need a Zendesk expert who can set up our existing Salesforce system to work in perfect harmony with Zendesk, ensuring that all customer service tools and features operate seamlessly for our insurance agency. Key Requirements: - I already have a Salesforce system in place. Your task will be to fully integrate Zendesk's features for customer service in this system. - I require an advanced level of customization for the Zendesk integration. This includes setting up comprehensive features like analytics and reporting. - The integration should cover specific Salesforce features like: - Customer data and records - Case management - Utilization of Zendesk's AI Your past experience with a similar project, particularly in the insurance industry, is essential. Please provide ref...

    $21 / hr (Avg Bid)
    $21 / hr Avg Bid
    77 bids

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