CRM Jobs

Hi, We want to migrate from Pipedrive to Zoho One. Looking for an experienced freelancer to help us with configuring Zoho One/CRM. The project includes the following tasks: - Migrate data (including email history, uploaded files, notes and connections) from Pipedrive to Zoho CRM (including e-mails). - Setting up (improved) data model in Zoho CRM. - Connecting mySQL (via Quform) with Zoho CRM. - ...

I need someone with indepth understanding of Zoho one and all its applications and can help me set it up

When I create an invoice from quote, it map all the values including all products and service. In my project, I want to create two or more invoice from the quote, but if the products already was copied from another invoice it should not copy again. Example: Quote has 2 items (A,B). Then create an invoice from this quote and two items (A,B) are copied. After that, I add an item C to Quote, so, it...

We have subscribers and have used infusionsoft but were not happy with it. We also have salesforce but it seems too time-consuming to set up. We tried ZOHO and it seems much easier. We need an expert who knows the ZOHO API and knows different modules as we are ready with all our products. This project is to set up ZOHO or any other CRM you really know well and start the initial email campaigns. ...

We are a startup based in Berlin with a project in its financing stage. Our platform will simplify living a plastic-free life. We have very specific demands for our CRM and are looking for a Zoho aficionado who can help us for a few days set up workflow rules, blueprints and our sales pipeline. We would need help immediately.

I require an experienced Salesforce builder to set up a partner view in my CRM - This view would have limited access and or restrictions as to what they can see and report on. This view would also need to allow my back of house teams to pull reporting on the particular partner. This view or restriction should also allow a partner to have sales team members underneath with the same or even more lim...

We are looking for developer with a proven experience/expertise with rolling out Conga for salesforce. We are lending company and have various documents and e-sign packages which we need to be converted to Conga. We need to build flows for our team to operate our business and integration with Conga is very important. Only experts will be considered as our requirements are not simple. We have in-ho...

Need someone who is a salesforce admin to consult with my company.

1.I am sending real estate leads to the property owners or agents I need SMS module to opensource CRM desktop and hosted installation. I want the facility to add plans like silver plan , golden etc, I will also mention the number of messages to be sent to that plan and once the messages are completed then automatic message to be sent for renewal 2. Help me in developing portal of Properties listi...

We deal with higher education. The scope of work would include: - setting up workflows - dashboard configuration - template set up

Hello, I am looking for a salesforce trainer / specialist to set up salesforce for a small HR company. I also need training for 2 staff members to effectively use salesforce once it is set up. We would also like to set up tracking such as Web to lead and notification if a client / lead visits our website or reads our emails etc if this is possible Immediate start.

The goal of this project is to configure CiviCRM/CiviMail to programatically send PDF files via POST requests to Twilio Fax REST API to be faxed to recipients. CiviCRM 5.15.1 for WordPress is hosted at AWS. Amazon SES is outbound email provider. Details of Twilio API are at [login to view URL]

Zoho devlopment app with the below functionality ..... SMS reading – read OTP & transactional SMS to send customized notifications to user Localisation – User should be able switch b/w Kannada & English. Other languages to be added later External API integrations – ICICI – For Video KYC, Folio opening & monetary transactions Secure data storage – Customer ...

Hi, I am looking for female salesforce admin/ developer, who are strong in theoretical as well as live working project knowledge. And good English communication skill as well. She is responsible to handle 5-6 calls. More details given over chat.

Hello! We are looking for a CiviCRM administrator/programmer to create Sign-Up form featuring a Tell-A-Friend page followed by an email. Details of the task are described in the attached pdf file.

Need support for a project and that needs to be a female.

Sales Service Marketing Talent Finance and operations AI-driven insights Business Central Mixed reality It needs to be done like there functions,.

We would like to get a CRM for our company . The CRM will be mostly similar to Bitrix24 or ZOHO. But with less features ( Removing the Unnecessary Features).

I am looking for someone who is an expert in LinkedIn content, growth & lead generation to help me expand my companies LinkedIn network & following and generate more leads.

Need an expert Salesforce developer for small projects and day to day support

We have a fully customized in house MS CRM 2011. We'd like to move all our information to MS CRM 365. Additionally, we will need the final system synced with HubSpot Sales. We are a brokerage firm. Our CRM has several linked entities (owner, company, revenue, real estate, demographics, etc.). Our clients are Preschool Owners. We maintain detailed data on each school as outlined by the e...

This is a quick project to complete the linking system for customer portal and payment process. files need uploading and updating, payment account to be made live. must be completed within 2 working days.

I need a new uitype in Vtiger. The field should be a dynamic multipleselect with organizations which i can add added to any modules. It should be displayed correctly in editview, listview and detail view.

We are looking to develop a CRM system in Microsoft Dynamics. Must have experience with creating Portals.

Sales Service Marketing Talent Finance and operations AI-driven insights Business Central Mixed reality It needs to be done like there functions,.

You can do any one or both part of the project Part 1 Add SMS Module to SuiteCRM or any other CRM Send SMS from Workflow. Send SMS from Module’s ['Accounts','Contacts','Cases','Leads','Meetings','Calls'] Part 2 Part 2 I am working on developing a marketplace for Home, I will be listing Properties and home-related products and ...

We are one of the world's leading organizations of independent audit, tax and advisory firms seeking a Senior Consultant with experience in MICROSOFT DYNAMICS 365 CRM. This is a unique opportunity to join a 2-year training and deployment project for a leading automotive company. The project will be rolled out in dealers in the northern region of Germany. Tasks: - CRM operations man...

I require a Zoho Creator expert to assist with writing some scripts and html reports.

We are currently working on this project [login to view URL] and I need help to move fast and improve what has been done so far. The project is really big and we intent to have a backend also we need to integrate with bitrix24.

Seeking help from a Dynamics 365 CRM specialist, to create a simple/common plug-in java and corresponding workflow, which completes search-get-update function. Please contact me if you are the right fit. Below is an example for easy understanding of this common function: 1. Workflow calls plug-in. 2. Plug-in searches for a matching value from 'Partner address (Lead)' in 'Partner ad...

I require a piece of code that will transfer a file in zoho crm into Elli Mae file (encompass)

Sales Service Marketing Talent Finance and operations AI-driven insights Business Central Mixed reality It needs to be done like there functions,.

Sales Service Marketing Talent Finance and operations AI-driven insights Business Central Mixed reality It needs to be done like there functions,.

I need a Zoho expert for my current projects. If you have knowledge please bid. Details will be shared in message with the freelancers.

I wand develop my CRM and pbx with integration app and future

Se requiere una App 100% móvil para ingresar facturación desde un punto de venta, que el vendedor escanee un código QR con la cámara del celular para identificar al cliente. El vendedor deberá tener una interfaz muy amigable y simple para ingresar los productos y que la información se descargue en la base de datos de Vtiger. Un acceso administrativo para ...

Son vídeos instructivos de como utilizar programas para un community manager Programas específicos a utilizar en mi organización, sencillo y condiciones Son para una actividad escolar solicitada por el maestro de mi hija. Los programas vienen en español y son sencillos de utilizar, salvo con la finalidad de utilizarlos en un programa instructivo para niños ...

Buscamos experto en Dolibarr. Para trabajar en ERP y CRM. Realziaremos un apequeñas prueba con n proyetco muy pequeño y si es satisfactoria, adjudicaremos más proyetco al candidato. IMPRESCINDIBLE IDIOMA ESPAÑOL Y CONOCIEMIENTO DE DOLIBARR