Crm Consultant Projects
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Telesales 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.
2 days ago13 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
2 days ago2 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.
2 days ago12 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.
7 days ago1 proposalRemoteBuilding 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
3 days ago8 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/
8 days ago8 proposalsRemoteopportunity
Getting completed Jotform into CRM using open API
Looking to get a completed jotform to feed into our CRM using APIs We need to get completed JOTFORM - https://form.jotform.com/212524713290449 Using https://api.jotform.com/docs/ into our CRM - https://developer-uat.vtopenview.com/ Interested in proposals from suitable freelancers
7 days ago16 proposalsRemoteOctopus CRM
I need someone to set up my octopus CRM on LinkedIn and automate connection requests and help building my funnel.
23 days ago14 proposalsRemoteopportunity
Developer Needed for CRM Integration Between Close and Reapit
We are a UK-based estate agency seeking an experienced developer to facilitate seamless integration between two Customer Relationship Management (CRM) systems we use: Close and Reapit. Our sales team utilizes Close CRM at the top of our sales funnel, while our fulfilment team employs Reapit for post-sale customer management and service fulfilment. The primary goal of this integration is to automate data flow between the two systems, ensuring data consistency and streamlining our sales and fulfilment processes. Detailed documentation for both CRMs’ APIs is available and will be essential for the integration development: Reapit Foundations: https://foundations-documentation.reapit.cloud/ Close CRM Developers: https://developer.close.com/ Example Key Integration Features: Opportunity Management: Automatically create a property and vendor record in Reapit when an opportunity is marked as won in Close. Synchronizing Notes: Ensure that contact notes added in either CRM are reflected in the other to maintain comprehensive records across platforms. Status Updates: Update the status of opportunities in Close in accordance with the property status changes in Reapit (e.g., from 'For Sale' to 'Sold Subject to Contract'). Automated Contact Synchronization: Sync new contacts between CRMs to ensure both systems have up-to-date customer information. Task and Activity Tracking: If a task or activity is marked as completed in one CRM, reflect this in the corresponding task or activity in the other CRM. Reporting and Alerts: Generate alerts for significant events or milestones reached in either CRM to ensure all team members are informed in real time. Requirements: Proven experience in CRM integration, especially with Close and Reapit. Strong understanding of RESTful API design and development. Ability to work with both CRMs’ documentation to develop a robust integration solution. Excellent problem-solving skills and attention to detail. Ability to communicate effectively in English and provide regular updates on project progress. Project Deliverables: A fully functional integration between Close and Reapit according to the described features. Documentation outlining the integration flow, setup instructions, and any maintenance guidelines. A brief training session for our team to understand how to manage and make the best use of the integration. Interested candidates, please submit your proposal including your experience with similar projects, your approach to this project, and an estimated timeline and budget. References or case studies of past work are highly appreciated.
9 days ago24 proposalsRemoteopportunity
Legal Licensing Consultants required Premises licence review
Looking for representation at a hearing for a review requested by ENH to limit opening hours for nightclub hearing is May 8 in Sussex - this request is for representation not tel advice so only local consultants and or solicitors apply - do not need to be practising but be aware of licensing laws - no speculative mails please
3 days ago2 proposalsRemoteopportunity
CRM/Automation Expert Needed
We require a developer who specialised in the below platforms: Zapier Brevo CapsuleCRM Gravity Forms (form in question found at rebategateway.org/claim) We require numerous changes/automations to be built into our workflow. Gravity Form Change We would like to take out the ‘I know the details’ part of the form removed (I think there is a nested form behind it) – with the ‘Lenders List’ that comes up when ‘An insolvency Practitioner completed…..’ is selected. Forcing the client to provide us with who their lenders are. Unemployed/Retired/Self-Employed Email We need an email send via Brevo (this is already linked via API and is used in another automation. We need an email template sent to the client, should they be identified in the application form as Unemployed/Retired or Self-Employed. The email should have a 30 minute delay on it. We would like information to be pulled from Capsule to tailor a few pieces of information within the email to the client. P60 Documentation Request We currently manually send clients an email following their application should we need a copy of their P60 uploading to our website (a P60 is a tax document with their details that we require on). We would like to automate this, using a task being ticked off as the trigger and for the email (probably via Brevo) to continue being sent every 72 hours until they have provided their information (we beed an easy way to stop this email when we get the upload, so we are not annoying clients). It would be great if we could have 3 email types which get more and more urgent – with the final email continuing to be send weekly.
20 days ago24 proposalsRemoteFinance Support Consultant
Finance Support Consultant - Specific Area: Investment Analysis - Ongoing support required - Ideal consultant should have expert level experience in finance We are looking for an experienced Finance Support Consultant with expertise in Investment Analysis to join our team. This is an ongoing support position, where the consultant will be responsible for providing expert level guidance and analysis in the area of investment. Requirements: - Expert level experience in finance, specifically investment analysis - Strong knowledge of financial markets and investment strategies - Ability to analyze and evaluate investment opportunities - Proven track record of successful investment analysis - Excellent communication and presentation skills - Ability to work independently and meet deadlines If you are a finance consultant with expert level experience in investment analysis and are looking for an ongoing support opportunity, we would love to hear from you. Please provide your portfolio or examples of previous work showcasing your expertise in investment analysis.
23 days ago11 proposalsRemoteopportunity
Drawing and Quoting System
I am looking for a system similar to CAD that is fast to plot a glass balustrade and calculate the parts needed and cost. Software that we can transfer the detail from when we have measured a deck and then plot the balustrade onto it including the stairs, being able draw stairs step by step. the System will them plot the balustrade with the rules created. We have 8 Systems that includes various colours of glass and various colours of metal. We are able to provide the CAD blocks of the individual components . Below is a link to a system we currently use and would like to improve on what this offers and include a CRM and Stock Control also. https://smartglazier.com/balustrade/ Below is another example of what I'm looking for. https://lightningcad.com/dpq/railings We also have a need for this within 1 month. If you can build this quoting system, CRM and Stock Control please submit your cost and timescale.
2 days ago9 proposalsRemoteOutound Sales Assistant VA with CRM Experience
As we grow, I need an outbound sales virtual assistant who can handle: - Making outbound calls - Inserting data in our CRM While outbound calls are a significant portion of this role, updating our CRM is equally important. I need someone who is able to document and track progress regarding potential leads. The ideal candidate is someone who is comfortable making cold calls, has experience in lead generation and appointment setting. They should be experienced in using CRM tools. The specific CRM tool we use has been left blank as that is less important to us than the assistant's proficiency in handling and updating CRM tools in general. This is a permanent WFH.
16 days ago17 proposalsRemoteopportunity
Help writing & designing a Research Consultancy Proposal/Pitch
I need someone experienced with writing investor pitch packs or research/management consultancy pitch packs who can help me with the creation of content and designing a 8-10 slide MS PowerPoint presentation to pitch my research consultancy project. efining the Brief: Please help me produce a Compelling Narrative: Weave a story around the problem and solution, engaging the audience with the importance of the research. Pitching the Research Problem: Leveraging my initial write-up to create a strong problem statement. Use data and industry trends to illustrate the criticality of understanding AI's impact on banking business models. Frame the research as a strategic opportunity to gain a competitive edge. I can offer a capped price and can provide 7 days as a timeline however I will need to see a draft by Day 3 (even if it is just a start).
11 days ago32 proposalsRemoteCreating a website within an already existing framework
We are seeking a Web Designer to create a more professional and styled website within an existing CRM system for our female-based social sports league. The main objective of this is to work within the current limitations of the programme and enhance the website styling to make it consistent and create a brand pack for posting on Facebook and Instagram. Work within the current CRM system to enhance the website styling and consistency while adhering to brand guidelines. Develop a brand pack to be used across all social media platforms, including Facebook and Instagram. Create and design website pages, graphics, and templates to ensure a professional look and feel. Optimize website layout and design for improved user experience and accessibility. Ensure that the website is responsive and mobile-friendly. Manage the design process from conception to launch
15 hours ago20 proposalsRemotePavement Design/ Road Design
Hello, I have a flexible pavement analysis ready for a road, the consultant requested to do a layer analysis to proof the design and details, so need to do that on an urgent basis. Looking for your offer. Kind regards, Ahmed
2 days ago8 proposalsRemoteopportunity
Looking Health and Social Care Business Development Consultancy
I am looking for a Health and social care consultant to develop the agency which supplies carers and nurses to care homes and hospitals.
16 days ago12 proposalsRemoteopportunity
Review of contract of employment and update company handbook
I am looking for someone to review our contract of employment and make any amendments in law with employment law We have a company handbook, that needs its policies reviewing and updating too. We are a recruitment consultancy and ideally want someone with experience within the recruitment industry. Our handbook is on a sharepoint site and is easily accessible. Contracts are for Recruitment Consultants and admin staff. It is essential that you have previous experience and experience with UK employment law.
10 days ago21 proposalsRemoteCreate Simple Status Selection Module for Rise CRM
I am looking for a very simple plugin to be created for Rise CRM. Currently on Rise CRM they only allow ticket status of New, Open and Closed. Looking for module where you can add custom ticket statuses. Ideally with option to set settings ie When Staff Responds to Ticket Set Status to ... (Custom Option) When Customer Responds set order status to.... (Custom Response) To help understand I have attached a couple of screen shots... My understanding is Rise CRM uses very similar code to Perfex CRM.
20 days ago22 proposalsRemote