Crm Consultant Projects
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Perfex CRM Custom Module Development
I'm looking for a skilled developer to create a module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need: Overview Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals. Features - Contact Loans - View All Contact Loans - Add New Loan - Bulk Repayments - Bulk Import Loans - Calculator - Settings - Reports Reports: - Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field - Repayments: This report shows the repayment made between the start date and end date - Arrears: This report lists all loans in arrears - Disbursement Report: Returns all loans disbursed within a certain time period with their amounts and basic information - Loan Account Statement: Generates Individual Loan Account Statement - Expected Repayments: This report shows the expected repayments vs actual repayments within the specified time period - Awaiting Disbursement: This report lists loans with awaiting disbursement status - Pending Approval: This report lists loans with pending approval status - Rescheduled Contact Loans: This report lists loans with rescheduled status - Written off Contact Loans: This report lists loans with written-off status Ideal Skills: - Experience with Perfex CRM. - Strong in PHP development, - Excellent understanding of CRM systems. Your proven experience in these areas would be a major plus. We're seeking high quality, professional work - please only apply if you're confident you can deliver this.
11 days ago15 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.
10 days ago78 proposalsRemoteExpires in 19Veterinary 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
17 days ago5 proposalsRemoteopportunityurgent
Landing Page/ Blog Page Elements For A CMS
We have a CRM and sales tool. imbedded in this tool is a CMS that will build landing pages, blog pages and emails. We are have a range of designs in the spec doc attached below that we need created, these are for the Landing pages and Blog pages. So we know you have read the post properly please quote upodcms at the top of your proposal. Please read the spec doc and price accordingly, we would like the designs done in figma and need all elements to work independently and we are expecting modern, clean and timeless designs very much using the most up to date layouts and formats. The quote is a guesstimate so please quote to have the work done to the highest standard. Please ensure you quote shows samples of your work.
3 days ago51 proposalsRemoteExpires in 27Creating 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
16 days 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
17 days ago10 proposalsRemoteLOGO DESIGN
We need a logo for a small consultancy working on empathy, emotional, intelligence and kindness, we have some ideas, and we will only work if you can have a phone call, otherwise don't respond. will need three concepts. prefer UK and Europe-based
23 days ago33 proposalsRemoteopportunity
I need a board game designed
I need the graphic design completed for a snakes and ladders game but based on my companies services of IT consultancy and managed services. The idea would be to have a snakes and ladders game but they would be a different type of object and it would be called "Projects and Pitfalls", the idea is to demonstrate our knowledge of what typically fails in a project or can cause problems and the things that help projects succeed. If you have another game idea that could do the same, I'm open to ideas. I'm looking for an initial design and then will need a box designed as well. I would need you to also be in contact with the printer to help with getting the artwork ready.
11 days ago25 proposalsRemoteopportunity
LOGO DESIGN
We need a logo for a small consultancy working on empathy, emotional, intelligence and kindness, we have some ideas, and we will only work if you can have a phone call, otherwise don't respond. will need three concepts. prefer UK and Europe-based
a month ago65 proposalsRemoteopportunityurgent
20 High converting Blog / Landing page designs.
We need 20 Blog / conversion templates made for our CRM. These templates need to be universally useful and work with multiple colour schemes so they are easily adaptable to our clients colour pallets. These are clean designs and clear designs the only thing that will be changing on them for each client will be the colour scheme, imagery and content. These pages are designed specifically for conversion we are not looking for standard boring blog pages, our aim is to turn readers into customers. Each page should allow around 1000-1500 words and needs to be extremely well balanced. They need to make sure they are not word heavy. There will be a mixture focus on services and products. Please start your proposal with UPODBLOG. All being well there will be a lot more future work.
18 days ago45 proposalsRemoteExpires in 12Logo design needed
Hi I'm a graphic designer /marketing consultant based in the UK. Recent months have seen jobs coming in 'like buses' as we say in the UK... nothing and then all at once. This means I have times when I need to outsource things like logo design, leaflet design, flyer creation due to the volume of work I'm being asked for. Is this something you can help me with? I have a quiet week right now but things get busy very quickly so I am creating a contact list for go-to designers in preparedness for the next onslaught of requests. Sectors include: coffee shops, therapists, coaches, retail... Lots of great customers and different sectors to enjoy and get involved with. Let's talk.
19 days ago40 proposalsRemoteI need a fashion design assistant
Looking for a fashion design assistant who can help with my work load. I'm a veteran designer working over 20 years in the fashion industry and do consultancy for a number of different clients. Due to my volume in work, I need someone who I can contract work out on a fairly regular basis. The work would be mostly tech packs with some design work too - I can give guidance on this and send templates. Knowledge of Adobe Illustrator is essential. This role would probably suit a recent graduate or someone with just a few years experience in the industry but I'm open to anybody just to find the right person. Please give details of your rates - day rate and hourly rate and how quickly you can work through a tech pack or design work. Please also send portfolio work. Thanks
18 days ago28 proposalsRemoteGraphics design
I am looking for an experienced consultant who can assist me in creating an effective, bespoke quote template in Word for my business. The template should include a dedicated section for capturing client contact details. Additionally, I require help with obtaining business operation information for Australian companies. The ideal candidate will have a strong background in research or business intelligence, extensive experience with Word, and a keen attention to detail. Please note, this project requires a thorough understanding of both aspects - template creation and sourcing business information.
a month ago18 proposalsRemoteModernize my designs
I seek a skilled graphic designer to modernize and update my existing design portfolio. My designs have served me well for many years but times change and styles evolve. I want to maintain my original creative vision while refreshing the look and feel for contemporary audiences. The current designs utilize dated imagery and suffer from an outdated aesthetic. Colors, fonts, layouts and overall style require revision to feel fresh, clean and engaging to today's viewers. Some concepts may warrant complete reimagining while others only need subtle tweaks. The new designs should have broad appeal while staying true to my core messages. The selected designer will analyze my portfolio, understand my vision and provide mockups of new designs that modernize the styles and technologies used without compromising my unique perspective. Proficiency with major design programs is essential to rework files to current formats. The designer must have a proven ability to recognize what elements remain timeless versus what elements have become dated. Attention to detail, communication and working within my budget are also important. Confidentiality must be maintained regarding any proprietary information. Upon approval of initial drafts, the designer will refine and finalize the new portfolio under my guidance. This is an opportunity for a creative consultant to help me update my visual presence and ensure my designs stay relevant in a rapidly changing industry.
22 days ago28 proposalsRemoteopportunity
Interior design (new kitchen & lounge extension)
I require an experienced interior designer to conceptualise and visualise the design of an extended kitchen and lounge area for a residential home. The project involves the design of a newly added space that will combine the existing kitchen with an adjacent lounge to create a more open concept living and dining space. The successful designer must be proficient in 3D modelling software to develop detailed floor plans, elevations and renderings displaying furniture layout options, cabinetry designs, appliance selections, countertop materials, lighting fixtures and decorative accessories. The design scheme should have a clean, modern aesthetic with an emphasis on functionality. Storage and workspace are priorities for the kitchen redesign. In addition to the technical drawings, a comprehensive design board or presentation displaying the proposed design concept, finishes, fixtures and proposed materials is required. Key aspects such as flooring, wall, ceiling and trim treatments must be specified. Considerations for plumbing and electrical layouts should also be incorporated into the initial design phase. Ongoing consultation will be provided to refine details and select final finishes within the client's budget. Permits and any structural engineering documents required to realise the extension are not included in this project. The ideal candidate will have proven experience designing integrated kitchen and living spaces, an eye for functionality and aesthetics and the ability to effectively communicate design ideas and solutions to the client. I welcome innovative, yet practical proposals
24 days ago42 proposalsRemote
Past "Crm-consultant" Projects
pre-funded
Convert Logo
Convert (or rather make a new HD logo) changing TO 'Open Doors Consultancy' (the Consultancy coloured like the 23)
Questionnaire for client completion
Hello, I'm looking to have a simple word document formatted into a questionnaire which I can send to clients prior to a consultation. It needs to be modern and fresh. Kind regards Jo
I need a logo created
I have the colours that I want to incorporate into my logo, I just want someone to come up with a creative way to design the business logo. I am a Client Services consultant, hoping agencies and businesses grow through the retention and growth of their clients. The business name is: Client Success Matters
opportunity
UX Designer for Simple CRM / Calendar Web Based Application
Hello, We have built a simple CRM system which, at its heart is a calendar based planning tool. We are looking for a decent designer to tidy this up for us in order that it functions a little better. I can give the designer access to the WIP system as a starting point. *place holder price
New Company Logo and Website (Square Space)
I am looking for somebody to set up a company website preferably on Square Space for my new consultancy. I also would like a logo design (JPEG, PDF) that can be used on company-headed paper and invoices. The website will only need to be basic and I hope to edit myself on build but may return for further support/updates. Main page - Logo Subpages - - About us - Contact us - Services to Business - Services to Individuals - Testimonials and Partners The company name will be 'CollaborativeHR Limited' - Slogan 'Working Towards Solutions Together'