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    52,024 crm jobs found, pricing in CAD
    Redefine CRM 9 days left

    Task list as per Trello.

    $249 (Avg Bid)
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    1 bids
    virtual assitant 6 days left
    VERIFIED

    MANAGEMENT ASSISTANT REQUEST For a company operating in the events and set-up sector in Italy, a remote assistant is required to support the company management Requested services Secretary Data Entry and Transcription Data entry Mail and Mail Management CRM update Customer service Customer Care Travel booking Web searches Competence: excellent knowledge of all IT tools, CRM operation, task and agenda management. Languages: fluent knowledge of English and Italian required.

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    Hi, I have a question regarding a function/plugin im trying to find. Im using WooCommerce with subscriptions today. I am selling a safet...here: 1. A confirmation to the user submitting the form. 2. An email to the OWNER of that /safety tag/serial number. (BONUS) - Best case scenario I want the serial numbers visible at ”My Account Page” with the option for the user to add a note/name that serial number + other information. For ie: ”Laptop Safety tag” similar the image below.  I’ve been playing around with WC Memberships Pro, CRM systems, WC Serial Numbers etc. I do think that WC Serial numbers could work with some customization to handle the serial numbers but Im not sure they can work with Step 2? I want to keep it as simple as possible. Loo...

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    Configuración de página web de wordpress con Amazon SES. Optimizar la entrega a través de fluent CRM , WP FUSION, Learndash, woocomerce , wp affiliate, gamipress.... todos los correos salgan a través de amazon SES. Un saludo

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    I need a D365 CE (CRM) guy having good hands on experience with building complex Canvas Apps

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    App is built with Laravel framework looking for someone to collaborate work with our two other developers. Part-time freelancers, please stay away. Looking for full-time (8 hours a day)

    $550 (Avg Bid)
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    Setup - DKIM SPF DMARC 6 days left
    VERIFIED

    We like send out the emails using following CRM Sendinblue FollowUpBoss Keap (Infusionsoft) Various - Wordpress sites & GSuite We want to setup proper DKIM SPF DMARC In AWS So when we send it email It should not show as SPAM Or Following Message Be careful with this message This may be a spoofed message. The message claims to have been sent from your account, but company name Inc. Mail couldn’t verify the actual source. Avoid clicking links or replying with sensitive information, unless you are sure you actually sent this message. (No need to reset your password, the real sender does not actually have access to your account!) Let us know The time and cost Apply only if you can fix the issue

    DNS
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    I want a programmer by the hour to create a CRM for the company. Must use Twilio FLex.

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    ...expect: • Be RUTHLESS about hitting and exceeding goals – Specifically related to calls per day, appts set per week, and sales closed from set appts. • Call into accounts from targeted lists and get appointments set • Work within the confines of shifting calendars and schedules • Communicate with prospects, follow up, and confirm set appts • Report on KPI’s daily and weekly • Log all communication in CRM - THIS IS IMPORTANT! • Show interest and gain understanding of our target markets, verticals, and specific location terminology What you’ll bring: • 2+ years of telemarketing experience • Experience selling B2B products and services • Experience working with phone dialer and CRM’s (PowerDialer and Salesfor...

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    We need a crawler to extract daily data from a given website and a dashboard to visualize and analyze the data. The site is updated daily, so every morning the system should read the previous and current date and update the system. Data cannot be duplicated. We have Perfex CRM, so the dashboard can be replaced by the system. The system is publicly accessible and does not have captcha. Please inform deadlines and values.

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    We require an experienced CI PERFEX developer to join us to customize Perfex CRM application. - Invoicing and business logic/experience is essential - Clean experienced backend coder required - Webcam essential - Perfex CRM development experience, a bonus To apply include a link to your speed results, anyone that can't show use

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    Need someone who is familiar with creating automation using Zapier, Podio and MailChimp. Current automation is set up so it creates a new prospect record in Podio from website form, triggers using Zapier Mailchimp automation emails. The new automation needs to accomplish: - Adds this prospect record in MailChimp (new mail list) - Triggers new automation emails (based on filtered type of prospect) - Adds these sent emails into original Podio record This is a one-time setup. <MORE DETAILS> The project requires: 1. There are multiple choice fields in the prospect web form (in Podio) 2. The email has to have fields customized (First Name), (Instrument) and (Age) in MailChimp. 3. Depending on the choice of the fields, different type of email automation has to be sent. Example, child a...

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    Sales Reports in Zoho CRM 5 days left
    VERIFIED

    We have a requirement for a outputting a Customer Quotation PDF document to be created from data in the Zoho CRM Deal Module, possibly using Zoho Writer. Also for a few Excel reports to be outputted from the same data module. We need someone with sufficient experience with this kind of work, so that this project can be turned around very quickly.

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    We need a developer to integrate Perfex with Twillio Studio. When a lead comes into Perfex it sends this to Studio so Studio can forward a SMS to a user of the Perfex CMS, a sms to the lead and a few further events. The entire interaction needs to be recorded in the Perfex CRM in the record of the lead or customer

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    Escalation Manager - India 5 days left
    VERIFIED

    ...for timely closures. -Establishing the most accurate expectations from the process of escalation with defined timelines and enforcing some relief to the customers who had escalated the issues. Coordinating with the customers who have had issues and developing an escalation plan as per the requirements, informing them with proper KCI. -Updating each and every case with history of each stage on the CRM. This should include updating the same information in the management data, and also reviewing and adjusting the issues accordingly. -Lead improvements by monitoring dashboards and emails to proactively monitor trends and customer escalations. Facilitate and report on daily escalations to ensure appropriate visibility of key customer issues with escalation status -Support leadership a...

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    Local
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    Hello, I have a module called Eshop for Perfex, In this shop i want to add a coupon code option, where we can create coupons and offer to customers, And also after the order is placed, We want to add a option like Fiverr to ask questions from customer about the services they want, or to provide their logo or other information. So add a section in Eshop module called "Coupons" that we can add new, or remove the existing one, once adding coupon we want to add percentage or amount. Next add a section for order form, which should be different for every product, and we should be able to pick different forms for different products, the form should appear after customer pays for the service, so we can add questions based on the product. How long does it take and the cost please?

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    ...for timely closures. -Establishing the most accurate expectations from the process of escalation with defined timelines and enforcing some relief to the customers who had escalated the issues. Coordinating with the customers who have had issues and developing an escalation plan as per the requirements, informing them with proper KCI. -Updating each and every case with history of each stage on the CRM. This should include updating the same information in the management data, and also reviewing and adjusting the issues accordingly. -Lead improvements by monitoring dashboards and emails to proactively monitor trends and customer escalations. Facilitate and report on daily escalations to ensure appropriate visibility of key customer issues with escalation status -Support leadership a...

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    Note: Bid only if you are physically based out of Delhi/NCR region. Product Deliverables: • CRM web application • User hybrid mobile app (Flutter) for shoppers • Web based admin console to manage app users. • Shopify website • API integration of web based admin console with POS & Shopify website. • The CRM web application will need to integrate with POS system (edgeworks solutions) and e-commerce store (shopify) to consolidated the members' purchase history for our staff easy reference when serving our customers. • Application will also need to be able to cater to loyalty reward program and offer flash coupons and discounts for members. • customers can purchase also make purchase from the app and select if they prefer to col...

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    Hello, I have a perfexcrm and i want to create a new functionality that allow the administrators to register the incoming money without invoicing. The idea is to create a set of functionalities that allow the admin to add, modify, delete and display the incoming money without the need to create an invoice. It's the inverse of the Expense module in perfexcrm. Thank you.

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    We need help setting up Zoho CRM for our sales team. We are a healthcare technology company working in the digital therapeutics space. We need Sales CRM to manage our sales cycle with doctors who are our primary customers.

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    Hell everyone I want integrating ViciDial with Vtiger opensource crm and using SSO page login agent and supervisor from crm We need these features with integration 1- register admin - agent - supervisor from crm 2- show data of agent , calls gueues and trigger calls from crm 3- support multi tenant to create multi admins each contact center) If you have already done integration with vtiger or any other crm please mentioned in proposal Good luck for all

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    We need help setting up Zoho CRM for our sales team. We are a healthcare technology company working in the digital therapeutics space. We need Sales CRM to manage our sales cycle with doctors who are our primary customers.

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    We need the software to track down the day to day engagements we are having with customers as a part of customer success department job needs.

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    Build a CRM Web Application 5 days left
    VERIFIED

    Technology: MERN Stack with for this project. Need a way to manage Leads, Contacts, Opportunities, Accounts/Customers, Support Cases and Reporting. Experience with similar type of project will be useful.

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    Zoho Recruit Help 5 days left
    VERIFIED

    Help me setup zoho recruit need urgent support in sttart using the crm

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    Connect 2 CRM Together 5 days left
    VERIFIED

    ...to FollowUpBoss CRM (if lead is new it adds to CRM of it already there it add the tag) here is the example list of values we need to store - first name, last name, phone #, email, source, tags, Date of Birth, City etc. Part B: We added leads to Infusionsoft CRM through import or website forms. What We want to connect these 2 CRM together Part 1: If Lead is added in Followupboss then it should also adds in Infussionsoft without creating a duplicate, with this kind of info (FirstName, LastName, Phone, Email, Source, Tags, Date of Birth, City etc.) Part 2: If lead in already in Infusionsoft then it should update if any field values. (no duplicated data) Part 3: If lead is added in Infusionsoft CRM and does not exist in then its add the leads and in...

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    Hi i have one crm project, i want to add small features on there. share detail via chat. price is 30$ thanks

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    We require an experienced CI PERFEX developer to join us to customize Perfex CRM application. - Invoicing and business logic/experience is essential - Clean experienced backend coder required - Webcam essential - Perfex CRM development experience, a bonus To apply include a link to your speed results, anyone that can't show use

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    We need an expert in Sharpspring to set up our different categories, lists, personas and email responder messages. We will also need you to tidy up the existing 3000 contacts within Sharpsrping into the categories and lists that are created or modified.

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    Zoho CRM is a customer relationship management (CRM) platform that allows businesses of all sizes to manage their sales, marketing, customer support, and inventory from a single system. Zoho CRM brings the best of general-purpose solutions and vertical solutions under one roof.

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    • You're experienced in React, TypeScript, Redux, SCSS and want to improve your level • You want to write clear and high-quality code. Our focus is the quality of solutions, so we devote a lot of time to refactoring, often remaking solutions from scratch according to new requirements • You don’t want to work with old and legacy technology — thank God, we stay up to date on emerging technologies and introduce best practices • You want to influence a product and implement your ideas - we trust in you and build relationships based on trust and transparency in everything that is going on (that being said, we're flat structured in our communication)

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    ...Separate login area for customers, complete with order history. Shipping information is desired, but not required WEBSITE REACH GOALS: (Desired, but not required) ● Ability to provide custom orders built by: ○ Size ○ Neckline or Collar ○ Fabric ○ Braid ○ Lining ● Intuitive integrations that support: (Recommendations are welcome) ○ Inventory management ○ CMS to billing/bookkeeping platforms ○ CMS to CRM options/platforms ○ CMS to ESP (Email Service Provider) platforms ○ CMS to Social Media Management platforms PROPOSAL REQUIREMENTS Thus far, our team is developing the UX design, complete with wireframes and a site map for your review. As such, we will not be needing a website design or branding strategy, but rather input on customizations and technical feasibility as well as the ...

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    I am looking for a Freelancer that can customize ZOHO for my purposes. This would be an ongoing relationship. Set up a process to upload data from a excel file. Set up a process to Mail Merge for letters and emails. I would be interested in hearing about successful improvements to ZOHO that could help my business to grow. I would like to have a number of changes done to my ZOHO CRM. Frankly there are probably too many to list specifically. To begin with, I'd like to be able to easily send a Mail Merge letter that I would print and mail from here. Also, I think that there is a way for me to email or text a hyperlink that would allow someone to add or correct their contact information in my database.

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    Project delivery and management together with our Professional Services team for large enterprise customers. Follow standard waterfall model with design, plan, build and run. Support the team in clearly managing tasks, time lines and budget. Weekly customer communication with meetings and status reporting. Track budget, forecasting and forward planning of the ...in clearly managing tasks, time lines and budget. Weekly customer communication with meetings and status reporting. Track budget, forecasting and forward planning of the project. Being fully committed and engaged to the project and customer. Industry independent. Goal is to launch the CX program within 6 to 9 months. We are looking for a senior Project Manager with Experience in delivering SaaS, CRM and/or CX projects with ...

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    CRM / Training Software 4 days left
    VERIFIED

    Looking for a part-time developer to assist with the creation of CRM / Training System You will be familiar with and have 3+ years of experience in the following: Codeigniter Javascript PHP GIT Services used: Bootstrap 4 based Postmark Stripe Checkout Datatables

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    Hi. i have crm project now, I want to add small features on there. if you are expert, then it will be easy. I will share detail via chat. price is 30$

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    Hubspot EXPERT required 4 days left
    VERIFIED

    I am looking for a coder that specialises in Hubspot. ...coder that specialises in Hubspot. I have a real estate business and recently subscribed to Hubspot. This is what I have subscribed to Marketing Hub Starter - Marketing Contacts (1,000 Marketing Contacts Included) Sales Hub Starter (2 Users Included) Service Hub Starter (2 Users Included) CMS Hub Starter Operations Hub Starter I have installed Hubspot and imported some contacts from Sugar CRM The contacts seem to be fine. I need help in getting this setup quickly being able to use Calendars. I understand everything should sync with the users Outlook Including their email and Calendars. I would like to be able to see a global Calendar showing all appointments, Viewings etc. I want advice on what other features we c...

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    Looking for an administrative assistant for CRM maintenance, scheduling and basic bookkeeping of our business(es). Initial work to set up and get up to speed may require a week or two of quite solid work but followed by a steady and constant 8-10 hours of work per week. Responsibilities and requirements would include: - CRM maintenance and subsequent scheduling and reminders for primaries of the businesses - Correspondence - General bookkeeping and invoicing (Quickbooks) - Proof reading and refining of company materials

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    1) Background: We have WHMCS installed on our VPS server - we previously used it for our billing , client management, and support ticket - We are no longer using it now, as we have shifted to a cloud-based CRM system - However, we still need access to WHMCS for the next 1 year - as a form of record retrieval (in the event we need to cross reference from our old records) 2) Current issue. The server which WHMCS is installed on is infected with malware. WHMCS folders are also infected , however it is not discernible when using WHMCS. - We intend to shut down the VPS server which contains our WHMCS and our website. - We also want to still retreive the data from WHMCS in future for the next 1 year. - However if we shut down the VPS server, we will no longer have access to these WHMCS...

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    Need PHP Developer For 1.5 Weeks - Full-time We have a CRM which is built-in PHP-Codeigniter. We want to enhance and customize it in the following ways. 1. We want to add more attributes to the support ticketing system/helpdesk module of the system 2. We want to pull and show the details in a pop. The details will basically need to be pulled from another system called the order management system. 3. Define the SLAs for the helpdesk tickets. Whenever SLAs are crossed, the alerts should be sent to respective departments 4. Whenever the helpdesk/support tickets are raised, the ticket assignment should be done in an auto or manual way 5. Create a ticket submission form to have the customers submit the tickets from the website and other public platforms 6. Create a dashboard that will ...

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    * Required: Experience with Real Estate CRMs (such as Agentbox) as well as Houzez WP theme a bonus * We have created WordPress website for the real estate industry where they list properties for sale & rent. We need the website to integrate with their CRM software to show the properties from the CRM. The most popular CRM is Agentbox, which is a property listing and management software. The software lets agents enter new properties and remove old properties, and we then need to show their properties on their website. With Agentbox, integration is via XML-via-FTP. The files will be in REAXML format which we can send you documentation for. XML files will be pushed via FTP to the clients website. Images will also need to be downloaded to the client's server. ...

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    ...safeguard the company’s reputation - Go the “extra mile” to meet sales quota and facilitate future sales - Keep records of calls and sales and record useful information REQUIREMENTS: - Proven experience as telemarketer or similar sales/customer service role - Proven track record of successfully meeting sales quotas preferably over the phone - Working knowledge of relevant computer programs (e.g. CRM software) and telephone systems - Excellent communication and presentation skills - Proficient in English - Proficient in Spanish - Skilled in negotiation and dealing with complaints - Persistent and results-oriented - Patient and able to handle customer rejection Skills: Telemarketing, Spanish, Customer Support, Customer Service, Call Center See more: ...

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    Hello there, I need someone who has developed for WordPress in the past. I need to create a Plugin Extension (not modifying the Plugin Core) for the WordPress CRM Currently the plugin only supports one single Contact Owner. One single user. I'd like this Plugin Extension to allow me to create "Staff Groups", so that Contacts can be assigned to entire teams, instead of just a single User.

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    We are small consulting company currently building out a SaaS product that helps B2B marketers by automatically providing insights and recommendations from marketing data. The data comes from sources like Salesforce (CRM), Marketo (Marketing Automation), Google Analytics, etc, and displays the data in a web app, as well as push messages to Slack (via Slack app) with discovered insights and recommendations based on the data. We already have a working early prototype (~9 months in the making), and need a technical resource to come in, take over the development and continue to innovate on the product. The existing engineer is going to help train/orient you and then move on to other opportunities. Currently this is a part-time opportunity, but it could grow into a full-time role in t...

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    Hey everyone, please read the description and after - you can give me a offer. So wouldt to like changes in our layouts. First: Proposal Address fix. The address target the same as our address over the address. Check screenshot 1 Second one. We would to like in the invoice and proposal the product text in the full width. Check Screenshot 2

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    Data Migration using Scribe 3 days left
    VERIFIED

    We are looking for someone with experience of Dynamics CRM migration from On-prem to online using scribe.

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    Workflow. Processing. CRM. Financials. Sales. Marketing. Sharepoint. We have lots of data scattered across many platforms and files, several duplicated and others with significant gaps. We are looking to collate all data, have it cross reference where applicable and streamline our processes. It requires discussion and an out of the box solution is not going to work for us, we have already looked at that.

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