CRM Jobs

We have an existing website but would require a Web Portal to include the following additional features. 1. CRM functionality; 2. Make an Appointment Online (Selecting date and time available for appointment) 3. Client Intake Forms (client to complete the online form and information being sent to us) 4. Make a Payment (Client to be able to make payment through this web portal. This will link to ...

Hello, I'm looking to get my Zoho CRM customized and integrated with PandaDoc. The following areas need to be customized: Layout Views Field Validation Product Creation I've attached a brief with all the specific details. I'd like this project to be started immediately and completed by tomorrow. Thank you Jonathan

We want to customize a CRM in spanish for textbook promotion team, as well as sales. PC and Android 1. Perfex crm, 2. Worksuite saas 3. Bitrix 24 4. other.

Zoho integration with Facebook and Instagram and setting up CRM for a matchmaking business. Must have excellent experience in Zoho and admin emails etc

I have a production CRM MS dynamic environment that is working in production. I want someone expert to do a site survey and check the health of the environment and provide a document about the issues which he/she found in the environment and his/her recommendations for it.

Looking for some sort of software or way to manage promotions and reveiws with QR codes, if it can bring them to a landing page to leave a review and once they leave the review direct them to a page where they redeem their promotion that would be ideal not sure best way to do this.

Need to maintain and develop of Zoho Creator application which we created for our logistics company. The candidate should have sound knowledge in Zoho Creator and its supporting zoho apps.

Working with HubSpot program. Implementing Hubspot CRM management into our retail marketing cycle. Working from home arrangements. Head office based in Hawthorn VIC. Job Duties include: • Assisting in implementation of automation • Analyzing existing database and identifying workflow • Proactively suggesting strategies to target high value customers • Identify strategies...

We are a NYC based NGO. We use workday adaptive planning. Working directly with the CFO to review and assess the current process and use, recommend an updated process, and assist in implementation. Longer-term monthly consulting to assist use and train is anticipated. Remote work is fine. Looking for an expert in adaptive that can assist with budget creation and modification, budget vs actual repo...

Hello, I am looking for someone to integrate Google Ads with Salesforce. I would like to see the leads generated imported as conversions into Google Ads and when the deal closes that value passed to Google Ads as well. For Salesforce I would like to see which leads were generated from which google ads campaign. Please let me know the cost and time for implementation. Please let me know if you...

Hi i am looking for someone who can finhing the coding for the salesforce im finding up. [Removed by Freelancer.com Admin for offsiting - please see Section 13 of our Terms and Conditions]

Looking for very experienced programmers for custom CRM project and other programming work.

I am looking for a person who is technically an expert in Hubspot and can perform the following operations in the Healthcare management company. Provides day-to-day end-user support including implementation, configuration and management services for Hubspot CRM and Marketing Hub. • Facilitate end user adoption, system administration, data integrity, and reporting for all sales and marketing ...

Need an company with solid expertise in Zoho development - Zoho Projects, Zoho Recruit, Zoho Creator experience. 4+ years of Zoho experience must. ** Serious bids only ** Companies with a team of developers only

We have ongoing internet marketing campaigns. We are looking for outbound calls to generated leads and lead conversions.

I need a fully integrated learning platform that includes: - Course creation & content management - eCommerce capability - email service & crm - membership community capability - checkout pages with upsell and cross sell capability - landing & sales pages - payment gateway that is compatible for credit cards and is operational in South Africa I am familiar with many of the all in one ...

Urgent need, of a developer vtiger (V 7.2.0), for a customization of the customer portal and the crm. Step one: give the possibility to the administrator to modify the default assignment (group or person) for the user of the customer portal (deadline 24h) Step two: if step one is successful, integrated an SMS sending module. Skype : (Removed by Freelancer.com Admin)

I need a salesforce APEX developer/ admin for ongoing development

I have multiple projects that require more than one Salesforce dev - communication is important - must be able to code apex, use flows, workflows and process. builder for automations - reporting and dashboards - can think and understand business logic and translate where required into salesforce capabilities Bonus if you have experience in CPQ, Sales Cloud, Communities, Service Cloud

We're a US based Digital Marketing Company and were looking for someone who is a skilled software developer or a CRM developer Please send me your Resume and portfolios for your sample work if u have. Need this ASAP

Need a form from lwc which display the dependency field and selecting the values should set the values in different object.

We would like to integrate Salesforce Enterprise Edition with LinkedIn Sales Navigator accounts, so that LinkedIn messages are tracked and LinkedIn info are visible in Salesforce. Initially we wanted to use this plugin ([login to view URL]), but we are open to any form of integration that works well and is not costly.

I want to assign companies to my reps in the company that I imported through excel. I want to assign them by list, so for example:- I would like to assign a list called AUG 2020 with 100 companies on it. I would like for the Contacts, if any, within the company record to be automatically assigned to the rep. The purpose is so they are able to export it as a list and then import it into a Sales out...

We are looking to hire an experienced Dynamcis CRM developer for ongoing work on an existing Dyanmcis 365 project. The project requires customisaiton and configuration of out the box Dynamcis including workflows forms and business rules.

Simple Management Software for PHOTO STUDIO Required Features. Windows application Simple accounting Data of customer () Amount receivable Amount payable Adding new product Reading Photos from USB drive, ask the size of photo to print, and calculate the price. Printing receipts with the name of the customer and unique customer number. Security features also included and good backup features.

We are looking for CRM for shipping and logistic company Or mini ERP System The system should include not limited to: All basics CRM features Manage and invoice orders Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Track the Leads, issue and track tickets / job orders Work flow • Virtual Lock...

Hi I have a lot of ongoing Zoho work and need someone to:- * Set up zoho email parsing which goes into one main form / page that can be reviewed by a member of staff and then actions taken depending on whether the data is relevant. ie adding that data to another record etc. * Join a number of forms together and combine the data into one main report / page * Set up a dashboard - with around 20 it...

We need to manage our company with this website. Please see our attachment, you may get the all details about our project. ▪Student Information Entry ▪ Student Profile ▪ Student List with Search Criteria ▪ Institution Information Entry ▪ Institution List with Search Criteria ▪ Course Management ▪ Application Managements ▪ Application List With Advance Search Criteria ▪ Remainders system ▪ Student...

Existing project which is about 70% complete. I need some one who is an expert, some one who can review the previous work done and can build on it to take it to completion. Prior developer had health issues and could not continue. I am looking for some one who is sincere and is looking at the project from a bigger prospective as this could be long-term. Please if interested, kindly send me a mes...

Build Workflow within Zoho CRM including Auto Dialler connection.

A complete bookkeeping module that includes vendors and reoccurring expenses, all journals, ledger accounts, trail balance, income statement, balance sheet and cash flow statements. It needs to be fully integrated into Perfex CRM via module upload

vtiger 7.2 Module Please read the requirements carefully. We need a vtiger 7.2 module for creating Powerpoint and PDF documents from a selection of organizations. The documents should be generated from the organization data in a certain formatting. Background image, text field and link. It should be possible to select several organizations in the organization list and if the organization is pre...

I want to assign companies to my reps in the company that I imported through excel. I want to assign them by list, so for example:- I would like to assign a list called AUG 2020 with 100 companies on it. I would like for the Contacts , if any, within the company record to be automoatically assigned to the rep. The purpose is so they are able to export it as a list and then import it into a Sales o...

New E-commerce business is looking needs to integrate external leads supplier with Zoho's CRM.

more details will be shared via chat

I want someone special in Perfex CRM to show/ guide me on how to configure the emails, and adjust the settings for the first time.

Atlacarte is a super platform that is focussing on order to table solutions since 5 years for venues (restaurants pubs). Where most companies have a takeaway or webshop experience we have a chat ux that converts to order. Already mentioned by the likes of wired economist business post and bbc

I need a new website. I need you to design and build a website for my small business.

I am using the Perfex CRM for my client. I need some integration done with one drive. Please answer the following questions when you. 1. Do you know Perfex [login to view URL] (Codeignitor) 2. In the client view, I want to show folders not listed as it is now? Can this be changed. 3. Is it possible to integrate customer folders into One drive - Currently customers have unique folders, I want to be...

Several workflows, automations, dashboards on Zoho CRM, Zoho Books, Zoho Projrcts and Marketing HUB

I have been looking for an open source marketing automation solution. I cam eup on Mautic and found it is available on my website host. I need help installing it and making sure it is integrated with Wordpress registrations, Zoho CRM, Woocommerce and possibly suggest a connection to Facebook lead ads.

For business in Australia. Is this you?

Need to build a crm for travel solution. Which includes - detailed contact details -invoicing - inventory management -live excel update -email and sms promotion -payment reminders -approval process for discount -profit and loss tracking -dashboards and reports - Auditing features like email alerts on markup changes, logs of agent credit history changes. - XML Integration of different verticals s...

We are cleaning company based in Dubai, looking for someone can setup the CRM for our sales department.

I want to set up a salesforce account for my business.

Technician and customer management system

THIS IS NOT FOR DEVELOPMENT. WE JUST WANT COUNSELING FOR BEST OPTION TO INTEGRATE whatsapp fbmessenger and gmail leads into a CRM . Which one do you recommend for a non profit in terms of less cost? We count with a non profit account for salesforce with 10

Hey there! My social media marketing agency is looking to hire a new virtual employee for $2 an hour (starting wage) to help us with the following tasks: Prospecting on social media channels like Facebook, Instagram, LinkedIn, Etc… (All you have to do is copy and paste messages where a prospect is asking for more information) Copy and Pasting Emails Hop on daily zoom calls (Must have workin...

Hi, everyone Looking for experienced developer in CRM. if you have done before, show me your works please. I have reference sites and design too I will give you detail via chat for candidate. thanks

Necesito implementar algunos indicadores del CRM de mi organización de algunos meses, y para esto visualizarlos en google sheets