Crm Consultant Projects
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Looking for a CRM consultant
Description: We are seeking a highly skilled CRM consultant to join our team and collaborate on the development of workflow recommendations for our rapidly expanding company. Our goal is to create an efficient platform creating powerful marketing automation workflows, and integrating our CRM to supercharge our sales and marketing efforts. Key Features • Client Portal: Easy-to-access, customizable dashboard with activity updates and essential tools for communication, collaboration and branding. • Onboarding Automation: Streamlined forms, welcome packages, contracts, and payments. • Online Scheduler: Calendar integration for appointment management. • Surveys: Immediate and follow-up surveys for client feedback. • Funnel Building: Lead generation processes for client acquisition. • Email and SMS Marketing: Automated campaigns for client engagement. • Social Media Management: Brand visibility and client interactions. Responsibilities The consultant will: 1. Detail the optimal client workflow with a flow chart. 2. Articulate how each workflow phase will be impacted and automated. 3. Discuss the scalability of the solution for future long-term growth. If you are a skilled CRM consultant with a passion for driving efficiency and growth, we encourage you to apply for this exciting opportunity.
2 days ago16 proposalsRemoteBusiness Model Consulting
I'm seeking a finance individual with CFO experience to provide me guidance on the key metrics of a successful business model for a property services company. What are the industry standards for costs per leads? lead to deal conversion rate? gross profit margin? operational profit margin and any other key metric that identifies a high valued successful property services business?
a day ago14 proposalsRemoteArtisan Bakery Consultant
From proposition to launch. you will be developing a brief, creating a menu, establishing supply chains, producing recipes supported by full dish specifications, inc costings and step-by-step methodologies. Once development is complete you will be training the kitchen team and supporting the launch working with us to create ongoing financial business modelling and advising on all implementation of operational systems and processes. We need someone with skills in the following: Research, category analysis, recommendations Initial food brief and menu development Initial brand development Logo and brand identity Creative artwork package Brand application and integration Brand guidelines and applications menu development & training Menu creation Supply chain sourcing and set up Advise and support on kitchen design Dish by dish recipe costings and margins Menu ordering process and schedule Step by step dish specifications with images Kitchen team training and launch support Smallwares, packaging and consumables Advise on food and health safety processes Post launch menu performance reviews Commercial business modelling Indicative P&L development Labour and staff model analysis Menu analysis, labour, margins and controls Franchise operation manuals New site opening critical path EPOS systems and IT requirements Delivery aggregator set up and launch Commercial review and recommendations
a day ago10 proposalsOn-site in London, GBNeed MT5 CRM with Tradersroom - Basic Features
I am looking for a developer who already has past experience in FOREX MT5 CRM & Tradersroom Need readymade solution where the user can Create Account, Deposit Request, Withdrawal Req, Create Ticket etc I am looking for low cost service as this is going to be basic CRM with limited features
a day ago4 proposalsRemoteNew product development consultant
Ongoing consultancy 2-3 days a week when needed. We are looking for a New Product Development Consultant with a strong background in food and beverages, ideally in the heath sector. You would be consulting for an individual, working with them from concept to launch. Role Description This is a temporary, on-site and remote located in Greater London. As a New Product Development Consultant, you will be responsible for day-to-day tasks associated with the development of new products. This includes conducting market research, identifying customer needs and preferences, collaborating with cross-functional teams, and creating product development strategies. Advising from your industry experience on who to work with and getting the best terms. Qualifications Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work both independently and collaboratively Experience in product development or related field in food and beverages Knowledge of market research and product evaluation Proficiency in project management and decision-making Additional certifications or qualifications related to product development are a plus
8 days ago2 proposalsOn-site in City of London, GBData Protection Consultant to identify exemptions
We are seeking a Data Protection Consultant to assist us in identifying exemptions for a number of documents in response to SARs and FOIs. The consultant will need to review the documents and apply redactions to ensure that they comply with data protection regulations. The ideal candidate will have experience with SARs and FOIs and will be able to demonstrate a thorough understanding of data protection laws and regulations. They will also have excellent analytical and problem-solving skills and be able to work independently and as part of a team. An interview and example task will be completed as part of the identification process to ensure that the candidate is the right fit for the role. If you are a qualified Data Protection Consultant with experience in SARs and FOIs, please apply for this position. We look forward to hearing from you.
2 days ago7 proposalsRemoteopportunity
Simple ERP/CRM system for Aesthetic Clinics
Hi, looking to develop a simple, quick-deployed, ERP/CRM system to record clients, invoices and treatments for our clinics of aesthetic medicine. We would like to start with basic functionalities and add more over time, ongoing. That's also why we like Retool or similar software. I attach a draft E-R model and basic user cases. Thanks, Edo
11 days ago73 proposalsRemoteTelesales consultant
I'm looking for someone to call some web generated inbound leads and run through a basic factfind with them. A good telephone manner and native British accent is required. Ideally looking for someone who can commit to 10 hours per week.
22 days ago18 proposalsRemoteI’m looking for a classic logo + stationary
Classic branding with logo and stationary with hidden symbol or numbers. The business does multiple things like e-commerce, technology consulting and properties.
20 minutes ago8 proposalsRemoteopportunityurgent
Custom UX/UI Design for a bespoke CRM
We are looking for a skilled designer to help us with a custom UX/UI for our bespoke CRM. We are very much taking inspiration from Apples simplistic and easy to use theme and have a very specific criteria. We are looking for someone with exceptional attention to detail as well as a passion for creating beautiful UX/UI designs. To prove this please start your proposal with upodcrm. This CRM although simplistic will be very design heavy and we are trying to make a system with a ton of user first features inviting and easy to use. You will need to be available over the phone and be able to work solely on this until completion. The budget set is for phase one of the design, there is likely to be 2-3 phases.
15 days ago78 proposalsRemoteExpires in 14opportunity
Wordpress developer
We have a bespoke built CRM system that requires work to be completed, we have a video and email of all the information required and was wondering whether someone would look at this as a one of for us. We need someone that is a specialist in wordpress as this is a bespoke system with alot of detail.
10 days ago86 proposalsRemoteopportunity
Remote Managment - Bitrix
We need to arrange for training and appoint a manager to ensure that the staff comprehends the Bitrix CRM and sales functionalities, including the ability to effectively follow up on sales leads, manage them, and organize the entire organization. This training and managerial oversight will be required for a duration of one month.
3 days ago10 proposalsRemoteVeterinary Educational Consultant Required
Veterinary Educational Consultant Required Posted 32 minutes ago U.K. located freelancers only We are in need of a Veterinary Educational Consultant who possesses in-depth knowledge of domestic cat anatomy. Your expertise will guide the development of an educational product designed to support the learning of university students, and veterinary professionals. Phase 1: • Review our preliminary text-based content that details various anatomical parts of the domestic cat. • Advise on the accuracy and sufficiency of the content, suggesting critical revisions, additions, or removals. • Validate the educational content against current university and veterinary professional standards. Phase 2: Upon receipt of your content revisions, our team will collaborate with a graphic designer to create the visual elements for the project. Once these graphics are developed: • You will be asked to assist in mapping the verified text content to graphical representations. • This phase is essential for verifying that the content and graphical images are congruently mapped and anatomically precise, ensuring the educational integrity of the visuals. What We’re Looking For: • A Veterinary degree or equivalent qualifications with a strong background in feline anatomy. • Experience in teaching veterinary sciences, particularly to university students. • Excellent command of English with the ability to provide clear, concise feedback. The primary goal of your role will be to ensure the anatomical accuracy and educational appropriateness of our content and to align this verified information with graphical representations to finalise the product. If possible, provide samples of previous work in veterinary educational and any relevant experience or qualifications. Less than 30 hrs/week Hourly < 1 month Duration Expert Experience Level Remote Job One-time project Project Type Skills and Expertise Academic & Research Writing Deliverables Benchmarking Academic & Research Writing Services Editing & Proofreading Other Education Activity on this job Proposals: Less than 5 Interviewing: 0 Invites sent: 0 Unanswered invites: 0 About the client Member since Dec 22, 2016 United Kingdom London 9:40 PM 107 jobs posted 95% hire rate, 1 open job $3.3K total spent 105 hires, 8 active $7.00 /hr avg hourly rate paid 44 hours
23 days ago5 proposalsRemoteopportunity
Lawyer for Remote Consultation Role
We're in need of a part-time Lawyer to provide remote consultation services to our clients. This role offers flexibility, allowing you to work a few hours per week from wherever you're most comfortable. As a Lawyer with us, you'll be responsible for offering legal advice, reviewing contracts, and providing guidance on various legal matters. If you're a licensed attorney with expertise in areas such as contract law, corporate law, or intellectual property law, we'd love to hear from you. Apply now with your resume and let's discuss how you can make a valuable contribution to our team and our clients.
23 days ago14 proposalsRemoteLooking for business consultant in chile
We are currently seeking individuals interested in selling rubber processing equipment in Chile. If you're interested, please reach out to me. Before contacting, we encourage you to explore our range of products on our website: www.zhongjuntech.net.
a month ago2 proposalsRemoteBuilding a consultancy - get paid to do a research call
We're looking to hold 30 mins calls with experienced professionals who are now looking to build - a consultancy business - a portfolio career - exploring solopreneurship - thinking of building an online course or starting a blog These are user research calls - you will be paid for your time. We're looking for professionals with - 10+ years experience (at a company) that you're now looking to share - explored the consulting/solopreneurship path for more than 3+months. Please add your LinkedIn profile to your proposal
23 days ago7 proposalsRemoteSustainability Consultant – ESG
A subsidiary of SUSTAINX LABS PVT LTD. At Sigma Earth, we are not just environmental service providers; we are visionaries committed to crafting a sustainable world for businesses and communities alike. Sigma Earth specializes in: 1. Sustainability | ESG: Comprehensive Reporting, Integrated Reporting, ESG Communication.2. BRSR | BRR: Detailed Reporting, Benchmarking, Policy Alignment, Training. 3. CSR: Impact Assessment, Ecosystem Mapping, Need Analysis, Value Chain Enhancement. 4. NGO: Reporting, Impact Assessment, Grant Proposal. 5. Training: Business Enhancement, Accredited Training, Corporate Modules, BRSR-BRR Workshops. Requirement: Need 5 Years+ Sustainability Consultant – ESG who has worked on multiple frameworks. Location: Remote Duration: Two weeks Reference Website: https://sigmaearth.com/
a month ago11 proposalsRemoteopportunity
Creative Consultant for Ideation and Concept Refinement
Creative Consultant for Ideation and Concept Refinement (Start-up, Early Stages) We are a start-up in the extreme early stages of development, seeking a passionate, innovative creative consultant with a background in the arts and design to solidify our business model, and refine our concepts/direction. This role is crucial in transforming raw, all-over-the-place concepts into a structured and coherent business strategy. This will involve processing extremely unorganised information into something clear, concise, and tangible. This position is a project-based payment. However, there is a great potential for the right candidate to continue working and collaborating with us as an in-house member as the project progresses as the project manager. Responsibilities ⁃ Processing all information to further develop or consult streamline our concept to launch & scale ⁃ Outlining our target market, unique value proposition, unfair advantage, user personas, objectives, revenue streams, commercial model and key features ⁃ Developing our tone, voice, look, feel, and position ⁃ Creating our roadmap, lean canvas, business plan and timeline ⁃ Draft a prototype of our concept to create a strong story arc and a compelling narrative Requirements: ⁃ Proven experience as a creative consultant, ideation specialist, or similar role, preferably in a start-up or creative environment. ⁃ Background in arts and design, with a strong portfolio showcasing creative projects and concepts. ⁃ Exceptional organisational and analytical skills, with the ability to streamline extremely unorganized information. ⁃ Must have a deep understanding and previous experience/knowledge in art, galleries, museums, accessibility, and the arts, with a proven track record of understanding the market and its industry. ⁃ Passionate advocate for diversity, equity, and inclusion within the arts. ⁃ Excellent communication and collaboration skills, with the ability to work fast paced, effectively and meticulously.
20 days ago15 proposalsRemoteurgent
Join us on new markets
We are seeking experienced consultants to join our team on a project in new markets. As a consultant, you will work closely with our clients to provide strategic advice and implementation support. You will have the opportunity to work on a variety of projects. Requirements: - Strong experience in consulting, preferably in new markets - Excellent analytical and problem-solving skills - Ability to work independently and as part of a team - Strong communication and interpersonal skills - Fluency in English and other languages is a plus If you are interested in this opportunity, please submit your resume (CV) We look forward to hearing from you.
14 days ago15 proposalsRemoteExpires in 15opportunity
Transactional Emails via Brevo/Zapier
We would like a transaction email to be sent to a client upon their case being reviewed by our team. A task such as 'Case Review' would be completed on our CRM - following this, we would like a transactional email to be sent out to the client, which will continue to be sent every 48/72 hours until the client uploads the information we need into a gravity form that we provide. The gravity form asks for the clients email address, which can then be used to stop the automation of further emails. We use for current flow/automations CapsuleCRM Zapier Brevo It would be great to get this done as soon as possible - therefore price and timescale is needed.
6 days ago18 proposalsRemote