CRM jobs

Hello, We're looking to update our Perfex CRM with a few features such as; 1. Make leads automatically transfer to a separate account or database when selected as a particular status. 2. Track lead status when they were last changed into a log file/table. 3. Make last contacted be equal to the last time the lead status was changed and logged into the database 4. Make a done button to sav...

I need espocrm designed with responsive material design without affecting single core function. Please bid only if you know about espocrm and material design.

(1) Email Based Software export contact emails from desktop email clients e.g outlook etc OR (2) Software must --> Sort & separate emails addresses according to their domain/service provider. (separate office365 from gmail, yahoo & others) Let me know if you can build both software or either of the software.

I am looking for Individual Microsoft Dynamics NAV-Technical Consultant for onsite in Ukraine . Selected candidates will work 1 month onsite as to acclimatize the task for requirement gathering and then he can work remotely as freelance basis from their own respective location. Location : Ukraine , Dnipro Required Qualification : [login to view URL], BCA, MCA. Preferred Qualification : NAV Certif...

Applications: Active Campaign, ZoHo CRM, Wordpress, and Zapier. I need my Zapier Account to be setup in regards to sending 2 different types of leed generating campaigns in Active Campaign be sent direct to Zoho CRM. Anyone that lands on my website direct (Wordpress), the leeds need be sent to Zoho CRM. When a facebook / instagram campaign is running we need to be sure that its identifiable tha...

Looking for someone to integrate our FreePBX system and Zoho CRM

CRM upgrade WAQAS CHEMICALS, - Information has been provided through email,

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 need someone with coding experience for ongoing work to setup specific integrations and being able to update them as needed. This will be done in ZoHo using a combination of ZoHo Flow as well as custom automation creation in CRM and Books. There will be initial setup of 2 integrations but I have ideas for others I want as well. The 2 main ones are: 1. Creating an automatic push sync (or one ...

I require a virtual assistant to manage my diary, expenses, day to day meetings, travel, invoicing and general day to day tasks. Does anyone have social media marketing experience? Zoho CRM also beneficial. This would be highly beneficial. Many thanks for viewing.

We are Looking for Codeigniter specialist who can Fix our Dashboard issues and who can also build CRM Function in the Dashboard. First - Project will be awarded. After Completion of CRM only, the milestone will be created. After completion and submission of entire work only the milestone will be released. Persons who are interested for this alone can bid on this project. Others don't bid.

Looking for following customizations in vTiger 7.0 : 1. Workflow of Email triggering to update the customer with despatch details, once the SO status is updated to "Dispatch" and Tracking information is entered. 2. Everyday scheduled workflow to change the Quote state to "Rejected" if it is modified date is longer than 28 days. Also need to mail list of Quotes whose status chan...

I have a ZOHO One subscription and need someone to set up the CRM for me, based on a sales flow chart which I will provide. Please ONLY apply for this job if you are based in Europe or the U.S. or if you are speaking Russian. I will generally prefer Russian speaking freelancers (I speak English). Many thanks

Hi Sher A., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

Looking for [login to view URL] Report Developer to Work with senior members of the team to analyse business requirements, translating those requirements in to customized reports. Required Experience and Skills • Report development experience in [login to view URL] • Strong business process analysis skills • Knowledge of SQL queries a benefit

Hi I want to export all the contacts of my database of Hubspot with all activity and the information of the contacts,

Email client integration in custom built CRM I want to send and receive email from crm. It should store emails in inbox and sent folder same like any orher email client like Thunderbird.

I need CRM project with coding for manufacturing company.

We use Zoho CRM Professional Edition and want to automate processing incoming emails: People with emails who are not yet in your system should be automatically created People who are in CC also should be created as well as all people address in the email If they share the domain with another email, the address data should be cloned Some emails (for new leads) have a very clear format with add...

I need a Salesforce Project today.

A. Operation Module 1. Lead Management 2. Service Enquiry 3. AMC Conversion 4. Stocks Register 5. Inventory 6. Service Tracking 7. Barcode & Scanning 8. Employee Attendance 9. Feedbacks & Rating 10. Engineer Job Sheet Creation 11. Online Payment B. Login & Access Roles 1. User Accounts - Admin Profile 2. Change/ Forgot Password 3. User Roles 4. IP Restriction C. Masters 1 Customer...

We need appointment setters for our firm that will assist the sales team. You will be part of team, and have support to engage in your role. We have multiple roles and projects, so please choose and represent which roles you have the best experience with. We will need appointments set with directors, executives, VPs, and C-level executives for the following types of roles (we have several ongoing...

Seeking experienced telemarketer for company in the exhibition industry - Contact potential clients and set up appointments for our consultants (no sales required) - Script and call lists provided - Experience essential - Own phone and computer required (plus internet connection) - Must come to our office in Bondi Junction for a short training session then work from home - References from similar...

We need appointment setters for our firm. Need a lead generator + Appointment setting individual or firm. For the following: - Salesforce CRM - Inbound Marketing/HubSpot - Zoho CRM customizations Let us know your methods for lead generation + for appointments. We will need appointments set with directors, executives, VPs, and C-level executives for the following types of roles (we have...

We need assistance with people that are experts on Salesforce. ** Please note if you are Salesforce certified + which certifications you possess** Must have: - Custom integration setup experience - Workflow and Webhook experience - Developing/Customizing the CRM for automations, and reporting - Field and module customization - Automated marketing workflows and triggers - Capable with API connect...

Need assistance with people that are experts on Zoho and Zoho CRM. Must have: - Custom integration setups - Workflow and Webhook experience - Developing/Customizing the CRM for workflows, automations, and reporting - Field and module customization - Automated marketing workflows and triggers Ideal: - Experience with Zoho Creator - Capable with API connections with Zoho Reply with: - Please note...

Develop a custom payment from a local Bank. See integration guide attached

We are into Salesforce implementation and also provide Mobile Development in the Enterprise Mobility space. We require an experienced cold caller (for France) to call through our lists seeking potential customers. We will provide a script for you to follow. Work for two hours a day (10:00 AM to 11:00 AM and any one hour between 3:00 PM to 5:00 local time) Monday to Thursday. French being the nativ...

Hi Sher A., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

We are a startup having a SaaS product which helps other startups and retailers to gather quality B2C leads. In addition, this product is brand new in Europe and bringing a new method on the market. Therefore, we are looking for motivated independent sales agents and freelancers to sell our product in Germany. In the beginning of the project, you will conduct your duty ''commissioned...

Currently using method as our CRM. We are interested in using Zoho One to open up more access to more things but we need help setting up our screens. It would just be easier to speak to someone over the phone and do a screen share. I am probably looking at an hourly rate project. Prefer phone support/screen share via team-viewer or some other screen share software to do work.

Seeking an assistant to handle different tasks. - Generate, manage, leads for the company. - Create follow up systems using Podio - Using tools such as Google Docs, Callfire, Mailchimp, Craiglist - Automate CRM Must be tech Savvy. When Submitting a proposal please answer these: 1. What makes you a good fit for the position? 2. Why should I hire you? 3. How can you help the company grow? 4. Wha...

We are looking for a billing software which is customised for billing and inventory management and which should be with the invoice as well. Some one can see the prototype at zoho.

I need a custom CRM for my travel agency, Must include: Multi user capabiltiy Dashboard for each user Client CRM functions Email capable Ability to send proposals Invoicing Commission tracking per user Trip tracking *Ability to collect a monthly fee would be nice *Client portals would be great (but not necessary) Price very important!! Hours worked per week will depend on price. My deadline for...

Seeking a freelancer who is well versed and knowledgeable in Salesforce to train two employees at our Ad Agency near Penn Station in Midtown Manhattan?

We are looking dedicated full time Representative in Pakistan . for our supply chain business inquiries. Should have english skills Should have Electronics Items skills Should have Online search skills Should have Supplier communication skills should know how to prepare the Qoutation ... should know how to find alternative . should have knowledge of shipping and custom basic information . ...

Hiring experienced candidate for setting up and configuring FreshSales CRM Should also have experience in setting up Sale Campaign It's a fixed project for $50 Only serious candidates who meet the above-mentioned requirement and are willing to work for our rate can apply.

We provide local businesses an advertising platform to advertise locally in our partner locations such as retail stores. We require freelancer to build beautiful UIs, easy to use, self service 1. customer portal • purchasing subscriptions and products (sign up wizard including payment) • customer can check which retail store to display ad. • managing subscriptions including upload...

I am looking for 1 person who can collect lists from various companies and locations, and compile the data. To load the leads into a customer management software, and to mail post cards to the files. We provide all the information on where to get the lists. This will be an occasional and ongoing project, with a budget of $100-$250

NECESITO poder personalizar el crm de Podio para adaptarlo a una empresa inmobiliaria y poder crear fichas de propiedades que luego sean exportadas a web en wordpress bien mediante XML u otro sistema

Necesitamos una persona con muy buenos conocimientos en el CRM VTIGER para efectuar personalización al CRM, si es necesario a nivel de código.

I am looking for 1 person who can collect lists from various companies and locations, and compile the data. To load the leads into a customer management software, and to mail post cards to the files. We provide all the information on where to get the lists. This will be an occasional and ongoing project, with a budget of $100-$250

I have had a CRM solution created for us, but would like to make a few small minor adjustments / tweaks to the finished software. However I don't know how to do this and the original developer doesn't reply to messages / emails. So I just want to hire someone else for a few hours to do this work for us. It is not difficult or time consuming. The tweaks required are: - Fix the sync...

VTiger OpenSrc 7.1 Config and customization

Project Work scope Overview: Sales CRM and ERP system for Burdwan Internet & Technology Pvt Ltd (A Company doing business in Distribution of Mobile Phones & Accessories) . We need to create a scalable solution with options to add more features and modules at a later stage. However due to shortage of time and urgency of deployment, we will need to take a bottoms up approach where we would n...

SuiteCRM expert needed to customise SuiteCRM. We have it installed on our web servers and would like to get it customised as per our requirements. We are a solutions provider company selling software, hardware and some subscriptions to our clients. We would like to get the CRM to help us with our day to day needs of running the organisation. We want to have it integrated to capture leads directly ...

CRM for automotive dealers needed in India

Developing a Prototyp (Webapplication) in CRM Dynamics. It should be a Business to Business solution which manage data, documents and workflows.

Salesforce data import (2000+ records) and then splitting them into multiple custom object using triggers

Salesforce data import (2000+ records) and then splitting them into multiple custom object using triggers. Data import can be done using dataloader Once data is loaded it should be copied to custom objects with help of triggers.