Crm Projects

Looking to build a CRM System

Hi, I'm looking to build a bespoke CRM for my wellbeing business, The Calm Within Method. I need someone who can help create a professional, easy-to-use system that will grow with my business. The CRM should help me manage client records, treatment history, bookings, follow-ups, packages, products, marketing and workflows, with the ability to automate tasks where possible. I'm looking for someone with experience building CRM systems who can also advise on the best platform to use. Ideally, I'd like to build a long-term working relationship, as there will likely be ongoing improvements and future projects. If this sounds like something you can help with, I'd love to hear how you would approach the project and see examples of similar work you've completed. I look forward to hearing from you. Many thanks, Kerry

CRM Developer / CRM Automation Specialist

We are looking for an experienced CRM developer to help design, build, and optimize our customer relationship management system. The ideal candidate should have experience with CRM platforms, workflow automation, API integrations, and customer lifecycle management. Responsibilities: * Configure and customize CRM platforms (HubSpot, Salesforce, Zoho, Microsoft Dynamics, or similar). * Build and optimize sales, marketing, and customer support workflows. * Create custom fields, pipelines, dashboards, and reports. * Integrate the CRM with third-party applications via APIs, webhooks, or automation tools (Zapier, Make, etc.). * Automate lead capture, nurturing, and follow-up processes. * Import, clean, and manage customer data. * Troubleshoot CRM issues and recommend best practices for improving efficiency. Required Skills: * Proven experience with one or more major CRM platforms. * Strong understanding of CRM architecture and business processes. * Experience with REST APIs and system integrations. * Knowledge of workflow automation tools. * Excellent communication skills. * Ability to work independently and deliver high-quality solutions. Qualifications: * Experience with custom CRM development. * Familiarity with SQL, JavaScript, or Python. * Experience integrating CRMs with websites, payment gateways, email marketing platforms, and ERP systems. Please include: * Examples of CRM projects you've completed. * Which CRM platforms you specialize in. * Relevant automation or integration experience. * Your estimated timeline and fixed-price quote. * Your hourly rate for future work. We are looking for a reliable CRM specialist who can recommend best practices, deliver clean solutions, and become a long-term technical partner for future CRM enhancements.

Comprehensive Testing for Sales Portal/CRM

I need an experienced web application tester to thoroughly test my sales portal/CRM for a managed it company. Key areas to focus on: - User Authentication: Login and registration, password reset, two-factor authentication. - Data Processing: Validate all data handling functionalities. - Reporting Tools: Test accuracy and reliability of all reports. - Overall Functionality: Ensure everything the app offers works as intended. Ideal skills and experience: - Proven experience in testing enterprise-level web applications. - Strong understanding of user authentication mechanisms. - Detail-oriented with a keen eye for identifying bugs and issues. - Ability to provide comprehensive test reports. Looking for a professional who can ensure our application is robust and user-friendly, bug free, performs well and is secure. Must be fluent in english both written and spoken. Must use video recording tools to provide insights Must provide detailed bug reports where required Must be commited to understanding how the applications works Must test from all screen sizes AI is not to be used in this project User expieirence is very important Must be tested from diffrrent angles

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Commodity Trading CRM

Seeking an experienced developer familiar with Replit to support and finalize a bespoke Commodity Trading CRM for international markets. The product, initiated on Replit, requires assistance with feature completion, integration, data workflows, user interface refinement, and performance optimization. Ideal candidate will demonstrate Replit proficiency, backend and frontend competence, familiarity with trading workflows, secure data handling, and a collaborative approach to meet delivery timelines and quality standards.

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CRM idea pending

I would like a better version of ventrixhub for myself or potential if I wanted to sell it to possibly consumers. This is just an idea atm and I’m welcome for input regarding this project. Or do you think I’m better with something else?

API Integration & CRM Automation Specialist Needed

API Integration & CRM Automation Specialist Needed (Long-Term Opportunity) We're looking for an experienced API Integration & CRM Automation Specialist to help streamline our business processes and build reliable automation workflows. Responsibilities - Integrate third-party APIs (REST APIs, webhooks, OAuth) - Set up and optimize CRM platforms (HubSpot, Salesforce, Zoho, Pipedrive, etc.) - Build automation workflows using tools like n8n, Make.com, or Zapier - Connect applications such as Google Workspace, Slack, Stripe, Airtable, Notion, OpenAI, and other SaaS platforms - Troubleshoot and maintain existing integrations - Create scalable, well-documented automation solutions Required Skills - Strong experience with REST APIs, JSON, webhooks, and authentication methods - Hands-on experience with at least one major CRM platform - Experience with automation tools (n8n preferred, Make.com or Zapier also acceptable) - Ability to understand business workflows and translate them into automated systems - Strong debugging and problem-solving skills - Good communication and fluent English Preferred - Experience with OpenAI or other AI APIs - Knowledge of JavaScript or Python - Experience with databases such as Airtable, Supabase, or PostgreSQL To Apply Please include: 1. Your top 3 API integration projects. 2. Which CRM platforms you've worked with. 3. Which automation tools you use most. 4. A brief explanation of the most complex workflow you've built. 5. Your hourly rate and availability. We're looking for someone who focuses on quality, reliability, and long-term collaboration—not someone who only connects apps using basic templates.

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Set Up Simple CRM & Automation System

I run a small accommodation matching business and need help setting up a simple, low-cost CRM and workflow automation system. At the moment, I have a WordPress website with enquiry forms using Google Forms. Responses go into Google Sheets. My business email is Microsoft Outlook. I am finding it too time-consuming to manually manage enquiries, update spreadsheets, track follow-ups, write similar emails, and create booking confirmation documents and host/guest summary forms. I do not want a complex or expensive CRM. I need a practical system that is easy for me to use and maintain. The system should help me manage: * Candidate enquiries * Host enquiries * Bookings * Follow-ups * Daily tasks * Outlook email drafts * Booking confirmation documents * Host/guest summary documents Ideally, I would like: 1. A simple CRM/tracker for candidates, hosts and bookings. 2. Statuses such as new enquiry, needs reply, awaiting response, ready to match, host offered, awaiting payment/details, booking confirmed, active stay, completed and not proceeding. 3. A daily to-do view showing overdue and due-today actions. 4. Fields for priority, next action, follow-up date, last contacted date, notes, area, dates, budget, host offered and booking status. 5. New enquiries from Google Forms/Google Sheets to feed into the system. 6. Outlook email draft templates for common replies. I do not want emails auto-sent without review. 7. Templates for booking confirmation documents and host/guest summaries. 8. A way to populate documents from booking details and save them in an organised folder structure. 9. A simple setup that keeps monthly software costs low. 10. A short guide or video showing me how to use and maintain the system. I am open to suggestions on the best tools, but possible options include Microsoft Lists, Microsoft Planner/To Do, Power Automate, Airtable, Make, Zapier, Google Sheets, Word templates or Google Docs templates. I would like someone who can recommend the best low-cost setup and build the first version. Please quote a fixed price and explain: * What system/tools you recommend * Why you recommend them * What will be included * How long it will take * What information you need from me * Any monthly software costs * Whether I will be able to manage it myself afterwards I want a simple, practical first version rather than a complicated custom system.

CRM Data Cleanup Support

We're seeking a freelancer to help organize and clean customer records. The work includes reviewing entries, removing duplicates, correcting formatting, and updating information as instructed. Responsibilities Review customer records Remove duplicate entries Correct data formatting Update information where required If you have strong attention to detail and can deliver accurate work, we'd be happy to hear from you.

QA Tester Needed for a New African CRM & Business Platform

We're looking for detail-oriented QA testers to test a new SaaS platform called Thoth Share before its public launch. Website: https://thothshare.com Thoth Share is an African-first business platform that combines a Link-in-Bio, CRM, Email Marketing, Products & Checkout, Lead Capture, and a Unified Social Inbox into one platform. Your role is to use the platform like a real customer and report any issues you encounter. You'll be testing areas such as: User registration and login Dashboard Public profile page CRM and contacts Email account connection Email campaigns Products and checkout Popup lead forms Social inbox Mobile responsiveness Overall usability and user experience Please provide: Steps to reproduce bugs Expected vs actual behaviour Screenshots or screen recordings where applicable Suggestions for improving the user experience Ideal candidates should have experience testing SaaS products or web applications and be comfortable documenting issues clearly. When applying, briefly describe your QA experience and any tools you've used (manual testing, browser DevTools, Jira, Trello, etc.).

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I need a mobile app

Salespeople forget up to 80% of the detail from customer conversations within 48 hours. CRM notes are often incomplete because they are entered late or not at all. The app would capture the conversation immediately after it happens, use AI to structure it into sales intelligence, and export clean, actionable data into any CRM. 3 points - 1) Do not try and contact me through emails and Linked In. I will just block you. 2) I am based in the UK and priority will be given to UK freelancers 3) I put a price on the project for a reason. If you cant do the brief and supply me with an App or say it is going to cost more then please do not contact me. The budget is set

Development Pipedrive

Hi, I would like to develope our Pipedrive CRM Account: - connection to our warehouse - AI script for transfering inquiries into offers The budget or hour rate has to be discussed. Who could manage this? Best regards, Norbert

Business Development Executive

TBMC seeks a proactive Business Development Executive to expand our UK and European client base across Real Estate, Property Management, Hospitality, F&B and E‑commerce. Responsibilities include identifying high‑value prospects, executing targeted outbound outreach via LinkedIn, email and calls, cultivating relationships with founders and decision‑makers, and booking qualified meetings for leadership. Maintain CRM integrity, manage a robust sales pipeline and uncover strategic partnerships. Ideal candidates bring proven B2B lead generation experience, excellent communication, CRM and outbound tool proficiency, and a results‑driven mindset to scale a fast‑growing agency.

Short-term rental sales specialist

Short-term rental sales specialist needed for a UK serviced accommodation company. This active sales role converts enquiries into bookings, sources properties, negotiates with hosts, manages CRM and pipeline, and handles booking administration. Must have proven short-term rental experience, exceptional spoken and written English, strong sales skills, high energy, technical proficiency with spreadsheets and CRMs, and reliable UK-hours availability.

Freelance Business Operations Consultant / Coordinator

Marvellous Property Services Ltd is a growing plumbing, heating and property maintenance company based in South East London. We are looking for an experienced freelance Business Operations Consultant / Coordinator to work directly with the Director to review our current business operations and help build scalable systems, processes and procedures. This is not a traditional administration role. We are looking for someone who enjoys improving businesses, streamlining workflows and creating structure. Initially, this will be a project-based freelance role with the opportunity to develop into an ongoing long-term partnership. Key Responsibilities • Review our current business operations from enquiry through to job completion • Map and document existing workflows • Create Standard Operating Procedures (SOPs) and process documentation • Identify bottlenecks and recommend improvements • Help build efficient administrative and operational systems • Review and optimise our CRM (GoHighLevel) • Improve job management processes within Tradify • Review QuickBooks workflows alongside our bookkeeper and accountant • Create operational checklists and templates • Help implement automation where appropriate • Assist in defining KPIs and operational reporting • Support the Director in building a business that can scale without relying on individuals Skills & Experience Essential • Strong business operations or operations management experience • Experience documenting business processes and creating SOPs • Excellent organisational and analytical skills • Strong communication skills • Experience improving business systems and workflows • Ability to work independently and challenge existing ways of working Desirable • Experience with GoHighLevel CRM • Experience with Tradify or similar field service software • Experience using QuickBooks • Experience within construction, plumbing, property maintenance or trade businesses • Knowledge of automation tools and workflow optimisation What We're Looking For We're looking for someone who enjoys building businesses behind the scenes. Someone who asks: • Why is this done this way? • Can this be simplified? • Can this be automated? • Can this be documented? You will become a trusted adviser to the Director, helping transform the business into a well-structured operation with clear systems and processes. Location Remote with occasional meetings if required. Engagement Freelance contract. Approximately 30–40 hours per week initially, with a negotiable monthly retainer depending on experience. To Apply Please tell us about: • Similar businesses you've helped improve • Examples of systems or SOPs you've created • Your experience with CRM and operational software • Your availability • Your preferred hourly rate or monthly retainer We're looking for someone who wants to make a genuine impact on a growing business, rather than simply carrying out day-to-day administration.

urgent

Integrate Hubspot With Jobber, Zapier, and Google Adwords

We're looking for an experienced marketing automation specialist to build an end-to-end lead tracking and reporting system for a service business. Our website runs on WordPress, our CRM will be HubSpot, and our field service management software is Jobber. We want to accurately track marketing ROI from Google Ads (and eventually other marketing channels) all the way through to booked jobs. Project Scope We need someone with proven experience implementing integrations between: HubSpot Jobber Zapier Google Ads WordPress The ideal candidate has completed similar projects for home service businesses and understands both CRM automation and marketing attribution. Responsibilities Configure HubSpot as the primary marketing CRM. Build automation workflows between HubSpot, Jobber, and Zapier. Capture website leads and automatically create customers/jobs in Jobber. Ensure lead source and campaign attribution are preserved throughout the workflow. Configure Google Ads conversion tracking and offline conversion reporting where appropriate. Set up accurate lifecycle stages and lead tracking in HubSpot. Create custom HubSpot dashboards showing: Leads by source Cost per lead Conversion rates Pipeline metrics Marketing ROI Verify that Google Ads conversions match actual qualified leads rather than simple form submissions. Test the complete workflow from ad click to Jobber customer creation. Required Experience Please apply only if you have hands-on experience with: HubSpot CRM HubSpot Workflows HubSpot Reporting & Dashboards Google Ads Conversion Tracking Google Ads Goals / Conversions Zapier Jobber API or Zapier integration WordPress forms (Gravity Forms, WPForms, Contact Form 7, etc.) UTM tracking and marketing attribution Nice to Have Experience with service businesses (pool companies, HVAC, plumbing, roofing, landscaping, etc.) HubSpot certifications Experience importing offline conversions back into Google Ads Knowledge of GA4 attribution and event tracking To Apply Please include: Examples of similar HubSpot + Jobber or HubSpot + field service automation projects. A brief explanation of how you would preserve marketing attribution from Google Ads through Jobber. Which HubSpot dashboards you would recommend for measuring marketing ROI. Your estimated timeline for completing this project. Your hourly rate. We're looking for someone who can become our go-to HubSpot automation specialist for future projects as well.

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Support for Senior Tech Lead

Experienced WordPress Developer needed to support a Senior Tech Lead in designing, developing, maintaining and enhancing bespoke WordPress sites, themes and plugins. Responsibilities include converting Figma/Adobe XD to responsive sites, building reusable components, optimising performance, SEO, accessibility and security, integrating APIs, CRMs and payment gateways, troubleshooting, performing updates, managing migrations and GIT deployments. Must have 4+ years commercial WP experience, strong PHP, HTML5, CSS3, JS, ACF, MySQL, Git and responsive design expertise.

UK B2B Cold Caller & Appointment Setter

I’m looking for an experienced UK B2B cold caller to support my outbound sales process. This is not a lead generation or list building role. I already have: * Qualified prospect lists * A proven cold calling script * Email sequences * LinkedIn outreach * A defined sales process Your role is to make outbound calls to UK managing directors and business owners, book qualified meetings into my calendar, and provide accurate call notes and outcomes. This initial project is a paid trial of approximately 100 outbound calls. If we’re a good fit, I’d like to continue on an ongoing basis for around one to two hours of calling each weekday. Please only apply if you: * Have previous experience cold calling UK B2B businesses * Are comfortable speaking with business owners and managing directors * Can provide examples of previous work or call recordings * Have a professional telephone manner * Will personally be making the calls Please include your relevant experience and the CRM and dialling tools you’ve used.

Systems & Compliance Administrator (Freelance Virtual Assistant)

Systems & Compliance Administrator (Freelance Virtual Assistant) Location: UK Based (Essential)
 Hours: Approximately 2–3 hours per day (35–40 hours per month)
 Contract: Freelance / Independent Contractor About the Role This role supports the Operations Manager by maintaining operational systems, trackers and administrative processes to ensure Integrated Treatment Services (ITS) runs efficiently and compliantly. ITS is a UK Speech and Language Therapy service working with schools, therapists and families nationwide. We are seeking a highly organised administrator to support day-to-day operations. The role focuses on maintaining systems, monitoring processes and coordinating administrative tasks rather than making operational or clinical decisions. Applicants must be UK based. Hours of Work • Approximately 2–3 hours per day (35–40 hours per month)
• Availability required for approx. 1 hour morning and 1 hour afternoon
• Primarily term time only, with potential holiday / project work as needs present Key Responsibilities Systems & Compliance • Maintain operational trackers (caseloads, supervision, compliance)
• Monitor therapist compliance (HCPC, DBS, insurance)
• Flag overdue supervision, documentation or compliance issues Case Notes & Records • Monitor case note uploads and flag missing records
• Maintain and archive caseload folders
• Support case note audit preparation Training & Framework Support • Maintain training attendance records
• Support training administration and certificate tracking
• Assist with ITS Connect and Write Framework tracking Administration & Documentation • Format documents and maintain templates
• Prepare operational documentation and contracts
• Manage electronic filing systems Website & Systems • Update WordPress website and online resources
• Complete weekly systems checks
• Identify and report system issues Data & CRM • Maintain CRM databases
• Organise data for marketing and reporting
• Support internal documentation and templates Recruitment & Finance Support • Maintain recruitment trackers and onboarding admin
• Support invoicing processes and accounts requests General Support • Provide administrative support to the Operations Manager
• Undertake additional duties to support business operations Experience (Desirable) • Google Workspace (Docs, Sheets, Drive)
• Microsoft Word & PowerPoint
• WordPress
• CRM systems
• Zoom / Microsoft Teams
• Spreadsheet and database management, Eventbrite We Are Looking for Someone Who • Is highly organised and detail-focused
• Enjoys working with systems and processes
• Is confident using spreadsheets and databases
• Can manage multiple tasks independently
• Is reliable, consistent and adaptable
• Has strong written communication skills Clinical Knowledge Clinical knowledge is not required.
This is an administrative role with no clinical decision-making. Applicants Must • Work as a freelancer / independent contractor
• Hold (or obtain) appropriate insurance
• Sign a confidentiality agreement and comply with GDPR. Provide minimum 4 months notice period Safeguarding & Data Protection ITS works with children and young people. The successful applicant must: • Hold or obtain a DBS check
• Follow strict GDPR and confidentiality procedures
• Handle sensitive information securely at all times This role involves administrative oversight only and no clinical responsibilities

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Free lance appointment setter

Seeking an experienced freelance appointment setter to generate qualified meetings for our sales team. Responsibilities include prospect outreach via phone and email, vetting leads, scheduling appointments in calendar systems, and maintaining accurate CRM records. Ideal candidates possess proven cold-calling experience, excellent communication skills, strong objection-handling, and a results-driven mindset. Reliable, professional, and organized individuals who consistently meet targets are encouraged to bid.

High‑Ticket Sales Consultant — Smart Home & Commercial AV

Freelance High‑Ticket Sales Consultant — Luxury Smart Home & Commercial AV (Remote, UK) Short summary (indicative budget line — required): Hourly rate: £20–£30/hr + commission. Seeking experienced freelance/contract sales consultant for ongoing lead conversion. Description (trimmed / policy-safe): FrontGlow Media is a premium technology and visual environments company delivering luxury smart homes and commercial AV across the UK. We need an experienced freelance High‑Ticket Sales Consultant to convert qualified enquiries into paying clients on a contract basis. Role & Responsibilities - Handle incoming enquiries and call back website leads - Qualify leads and book consultations (video/phone) - Run video consultations, explain services, prepare customers for quotations - Update CRM after each interaction and follow up warm prospects - Work closely with our operations team; flexible hours, remote Required - Excellent spoken English and professional telephone manner - Proven high‑ticket sales experience (home automation, luxury goods, construction or AV advantageous) - CRM experience;