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Our CRM, ERP and inventory management platforms currently run in silos, forcing my team to re-enter the same information multiple times a day. I need a developer who can connect these three internal systems so that key workflows—customer onboarding, order fulfilment, stock updates, invoicing and reporting—happen automatically. Here is what I expect: an end-to-end integration layer that lets data move in real time between the CRM, ERP and inventory modules, error handling that prevents duplicate or lost records, and clear documentation so my in-house staff can support the solution after handover. Once the code is stable, I want it deployed to our production environment with a short knowledge-transfer session recorded or delivered live. If you have experience orchestrating inte...

The goal is to connect my Xero organisation to Microsoft Power Automate so routine bookkeeping runs without manual data entry. I already have active Xero and Microsoft 365 accounts; what I need is a set of well-structured flows that move data between the two platforms, apply basic business rules, and post the results back to Xero in real time. Typical touchpoints will include invoices, payments, bank feeds and expense items, but I would like the flow design to stay flexible so additional triggers or actions can be dropped in later without starting from scratch. All steps must use the official Xero connector or REST API endpoints, respect rate limits, and log their activity for quick troubleshooting inside Power Automate. Deliverables • 1–3 reusable cloud flows built in Power...

I use TeamUp as my primary calendar and I want every new activity in it to trigger both an email and an SMS, all handled through Zapier. The core of the job is to set up Zaps that watch the calendar and immediately send out messages that include the event’s date, time and location pulled straight from the TeamUp entry. You’ll guide me on the exact trigger points inside TeamUp (new event, edits, cancellations—whichever Zapier supports best) and then build: • One or more Zapier workflows linking TeamUp to my chosen email service and an SMS gateway such as Twilio or a comparable Zapier-ready option. • Message templates that automatically merge the event details I specified (date, time, location). • A short round of live testing so we both see the emails ...

I want to replace the copy-paste grind that still exists between Xero and our Microsoft 365 stack with clean, repeatable flows built in Power Automate. Almost all of our source data sits in Xero, yet team members end up shuttling the same information into SharePoint libraries and lists every day for filing, approvals and reporting. Here’s what I need from you: • Map out the touch-points where Xero data should automatically create, update or archive items in SharePoint. • Build and test the corresponding Power Automate flows, making sure they run reliably in a standard Business-Premium tenant. • Handle authentication securely (service principal / Azure AD app or other best-practice method) so the connection can survive password changes. • Provide concis...

Stop Paying Enterprise Prices for Basic Business Software. Whether you're a fast-growing startup or an established business, your ERP and CRM should adapt to your processes—not force you to adapt to theirs. Most businesses struggle with: Multiple disconnected tools Manual data entry Lack of visibility across departments Inefficient sales and customer management Expensive software with limited flexibility At 9ance, we believe digital transformation should be accessible, practical, and affordable. Customized ERP & CRM Solutions Sales, Finance, Inventory & HR in One Platform AI-Powered Automation & Workflows Real-Time Dashboards & Analytics Industry-Specific Customization Cloud & Mobile Ready Affordable Pricing for Startups and SMEs Scalable for...

Cabptoid Solutions is actively looking for experienced Business Development Partners, IT Sales Consultants, Lead Generation Experts, Agency Owners, and Strategic Partners who can bring high-value IT projects from India, USA, UK, UAE, Australia, Canada, and other global markets. We are expanding our delivery capabilities and seeking long-term partners who can help us acquire projects while our team focuses on successful execution and delivery. About Cabptoid Solutions is a technology consulting and software development company delivering end-to-end digital solutions for startups, SMEs, and enterprises. Our Services Custom Software Development Web Application Development Mobile App Development (Android & iOS) SaaS Product Development CRM Development ERP Solutions AI &...

Business Process Automation We are a UK-based housing/property management organisation looking for an experienced automation specialist to help streamline and automate a range of business processes across our operation. Current Systems * Gmail * Microsoft 365 * OneDrive * Project Overview We are looking to build a connected automation ecosystem that reduces manual administration, improves data accuracy, and provides real-time visibility across departments. This project will initially focus on document processing and workflow automation but is expected to expand into wider business process automation, reporting, and dashboard development. Potential Automation Requirements Email & Document Processing * Monitor incoming emails and attachments * Automatically classify documents ...

I need an experienced closer who thrives on the phone and knows how to open doors with large enterprises. The role is focused on cold calling: sourcing or refining call lists, crafting a compelling pitch, and pushing prospects through to either a booked demo or a signed agreement—whichever point marks a qualified conversion in your proven process or Email marketing. Our conversations target decision-makers inside big organisations, so you should already be comfortable navigating complex hierarchies, overcoming gatekeepers, and tailoring value propositions to multiple stakeholders. I’m open to your own tech stack—whether you prefer a cloud dialer, CRM like HubSpot or Salesforce, call recording tools for QA, or analytics dashboards—as long as you can show measurable ...

OUTBOUND SALES & LUXURY ACCOUNT EXECUTIVE DISCIPLINE: Outbound Phone Sales, B2B Lead Generation, CRM Pipeline Architecture, & Account Acquisition COMPANY: Custom Luxury Home Design Short Summary- This is a part-time, fully commissioned based gig with opportunity to grow Role Description: This is a part-time, remote Outbound Sales & Luxury Account Executive role based in Springfield, MO. The person in this role will focus on proactive outbound sales efforts, including identifying and qualifying new leads, conducting discovery calls, and presenting tailored home design services to prospective clients and builders. Be proactive in hunting new business, cold-calling high-value prospects, and turning cold or stalled developer leads into signed design clients. >We are a fam...

I need a single, cohesive automation framework that lets run from first touch to paid customer without manual input. The core flow is: • Source fresh, qualified leads automatically and feed them into a central CRM. • Trigger personalised outreach to each lead—email, LinkedIn, or SMS—using dynamic copy that AI adjusts in real time. • Offer self-service calendar links so prospects book meetings instantly; booked slots must appear on my Google Calendar and fire off confirmation reminders. • Push every prospect through an email nurture sequence that supports copy text, embedded images, and video links, all hosted or streamed from the platform you choose. • On conversion, take card or bank payments through a secure gateway (Stripe, PayPal, or simil...

Project Overview:We are looking for an experienced Zoho Developer/Architect to build a lean, automated booking and loyalty management solution for a barbershop based in Kenya. To minimize licensing costs, this system will bypass Zoho CRM. The architecture will rely on three applications: Zoho Bookings (scheduling database and business reporting), Zoho Thrive (spend-based loyalty engine), and Zoho Flow (automation & API routing). Additionally, the solution must seamlessly integrate with Africa’s Talking for local SMS delivery and Bulk WhatsApp Business notifications alongside pre-prepared WhatsApp Templates to streamline communication effectively. The customer journey and triggers for the process have been outlined to ensure efficient execution of tasks and smooth user i...

I'm looking for a robust CRM app tailored for others window cleaning businesses. The app should streamline operations and enhance customer interactions. Essential Functionalities: - Customer Database Management: Maintain and manage customer profiles. - Schedule Appointments: Organize and schedule cleaning appointments. - Invoice Generation: Create and send invoices seamlessly. - Door Knocking Tracking: Monitor and manage door-to-door sales activities. Must-Have Integrations: - Tap to Pay: Enable quick and easy payments. - QuickBooks: Sync financial data and manage accounts. - Google Maps & Google Earth: For route planning and job site overviews. - Stripe: Handle payment processing. - Google Profile Integration: Access and manage business information. Ideal Skills & Experie...

I'm seeking a skilled developer to create a custom Salesforce Contact Control Panel (CCP) for Amazon Connect integration. Key requirements: - Call routing and transfer capabilities - Developed using Lightning Web Components - Integration with Amazon Connect Ideal skills and experience: - Proficiency in Salesforce development, particularly with Lightning Web Components - Experience with Amazon Connect integration - Strong background in building custom Salesforce solutions Please provide examples of similar projects you've completed.

I need an experienced SAP CPI developer to integrate various systems and manage APIs. Key tasks include: - Integrating on-premise and cloud-based systems with SAP CPI - Automating processes to enhance operational efficiency - Managing APIs to ensure seamless data flow Ideal skills and experience: - Strong background in SAP CPI - Experience with on-premise and cloud integrations - Proficiency in API management and process automation - Familiarity with SAP ERP, S/4HANA, and CRM modules Looking for a detail-oriented professional who can deliver within budget and timeline.

I want to raise my brand’s profile while making customer service smoother and more responsive. The fastest way to achieve both is a purpose-built Customer Relationship Management (CRM) system that will centralise every customer touch-point, automate routine follow-ups, and surface real-time insights my marketing team can act on. Here’s what I need done from start to finish: • Audit my current customer-service workflow and data sources, then recommend the best-fit CRM platform (Salesforce, HubSpot, Zoho, or a similarly robust alternative). • Configure the chosen system—custom fields, pipelines, automated email sequences, chat routing rules, and branded templates—so it reflects how my team actually works. • Migrate existing data from spreadsheets,...

Subject Matter Expert (SME) – Salesforce Mobile App & Maps Integration Project Overview We are looking for an experienced Salesforce SME to support the enhancement of an existing Salesforce-based mobile application by integrating mapping and geolocation capabilities (Salesforce Maps and/or third-party mapping platforms such as Google Maps, Mapbox, or Esri). Key Responsibilities Assess the current Salesforce mobile application architecture and integration framework. Recommend the most suitable mapping solution (Salesforce Maps or alternative platforms). Define technical and functional requirements for map-based features. Design integration architecture between Salesforce and mapping services. Guide and support the development team during implementation. Review code, configuratio...

Our manufacturing-distribution business is ready to roll out Zoho One across every core function—sales & marketing, HR & payroll, accounting, and importantly, inventory management. I need a Zoho implementation specialist who has already proven they can build an integrated environment that keeps invoices flowing, and teams working from a single source of truth. Scope of work • Set up Zoho CRM for the sales team with customized pipelines, quotes, and order management that sync seamlessly with Inventory. • Deploy Zoho Payroll and connect it to Zoho Books for error-free salary postings and statutory compliance. • Build role-based permissions, approval workflows, automation rules, and essential dashboards for each department. • Because we’re starting fro...

I’m rolling out a focused B2B outreach campaign and need a confident caller to turn cold contacts into booked meetings and closed deals. The sole metric that matters to me is the number of closed deals you add to my portfolio. You’ll be speaking with owners and decision-makers at small businesses. Typical calls will revolve around introducing our service, handling objections, and locking in a specific date and time for an online demo. A clear, well-maintained call log inside our CRM, brief call notes, and calendar invites for every accepted meeting make up the core deliverables. Ideal fit • You have demonstrable experience running B2B cold-calling or tele-sales campaigns. • You’re comfortable using a VoIP dialer and basic CRM tools (e.g., HubSpot, Zoho, Pipe...

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I'm looking for an experienced professional to set up Zoho Desk and Sales IQ with the goal of improving customer support. Requirements: - Set up email support, live chat, and WhatsApp on Zoho Desk - Enable automated responses and ticket management for email support Ideal Skills & Experience: - Proficiency in Zoho Desk and Sales IQ - Experience setting up multiple customer support channels - Strong understanding of automated responses and ticket management systems Looking forward to your bids!

I’m looking for a seasoned Head of Sales who lives and breathes the edutech sector. Your primary mission is to manage and elevate my existing sales team so monthly targets turn into predictable, repeatable wins. Here’s what the role looks like from day one: • Diagnose the current process, then lay out a clear 90-day plan to tighten our pipeline, forecasting, and reporting. • Coach, motivate, and, when needed, recruit reps—running stand-ups, shadowing calls, and translating KPIs into actions that stick. • Keep our CRM (HubSpot/Salesforce) clean and insightful, ensuring leadership always has an accurate snapshot of revenue health. • Report weekly on performance, lessons learned, and next moves. I’m after someone who has already led B2B tec...

My first objective is to build a Zoho-based fleet module that keeps every vehicle’s service history, part replacements, and upcoming maintenance schedules in one place and then nudges me automatically when regular maintenance check-ups, license and registration renewals, or insurance renewals are due. Once that foundation is solid, I also want a light CRM layer that will let me log errors and calls for current and future customers, together with a small HR corner to manage staff records and basic workflows—ideally all under the same Zoho umbrella (Creator, CRM, People, or the tools you feel are best). Key deliverables • Vehicle database with fields for service history, part replacements, and next-due maintenance • Automated reminders covering maintenance check...

I need an experienced Zoho consultant to sit with my construction-industry team, study our current workflow in Zoho Books, and tell us—clearly and concretely—whether every item on our wish list can be met inside the Zoho ecosystem. The two non-negotiables are project-wise cost tracking and reliable project progress monitoring. We already rely on Zoho Books, but we are open to bringing Projects, Analytics, Creator or any other Zoho app into the mix if that is what it takes. Cost visibility must drill down to each individual project, not just a broad overview, and the same level of precision should flow through profitability, advances, retentions, RA bills, vendor invoices and dashboard reporting for management. Your initial engagement is purely advisory: • Map our exis...

Busco Closer de ventas para proyecto de formación y estética de alto valor Hola, estoy operando la estrategia de crecimiento de un centro de referencia en el sector de la formación estética y micropigmentación El sistema de captación y filtrado (Lead Generation) ya está operativo. Te entrego leads pre-calificados que ya conocen el valor del servicio y el precio (Ticket +1.000€). ¿Qué busco? Un Closer que sepa manejar objeciones y cerrar ventas telefónicas/videollamada. Compromiso con el seguimiento y la gestión de agenda. Orientación a resultados: modelo de colaboración a éxito (comisión atractiva por cierre). ¿Qué te ofrezco? Cero carga administrativa: El sistema...

Busco Closer de ventas para proyecto de formación y estética de alto valor Hola, estoy operando la estrategia de crecimiento de un centro de referencia en el sector de la formación estética y micropigmentación El sistema de captación y filtrado (Lead Generation) ya está operativo. Te entrego leads pre-calificados que ya conocen el valor del servicio y el precio (Ticket +1.000€). ¿Qué busco? Un Closer que sepa manejar objeciones y cerrar ventas telefónicas/videollamada. Compromiso con el seguimiento y la gestión de agenda. Orientación a resultados: modelo de colaboración a éxito (comisión atractiva por cierre). ¿Qué te ofrezco? Cero carga administrativa: El sistema...