Crm Development 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.
8 hours ago14 proposalsRemotePerfex 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.
14 days ago16 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
9 days ago71 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.
a month ago24 proposalsRemoteopportunity
Business Development Manager
we are looking for a business development professional. This is to generate leads and winning new business for the company. Essential requirements. - Strong communication skills - Ability to work independently and as part of a team - strong knowledge of sales and marketing principles - Experience in sales, marketing, or business development - Proficiency in CRM software and Microsoft Office suite or something similar - A proactive and results-oriented attitude - Experience in creating new clients for software products and services would be preferred. Tasks @-Email marketing campaigns @-Using the telephone/email/Zoom etc for any client management @-Using Social media for leads generation and recording
4 days ago15 proposalsRemoteopportunity
Netsuite - Development
We use Netsuite now for our CRM and need some help with setting up the below list in the system. • Integrate website leads into NetSuite ( with allocation permission remaining with the Sales Manager) our website is on a Shopify platform. • Manual entry of leads received from a direct call. • Visibility of the lead/deal journey • Ability to highlight hot jobs for the month over a certain $$ value. • Reporting matrix ( Spend less time reconciling spreadsheets and more time strategizing) • Set up templates for standard proposals, so that the sales team can add items out of the system and send out of the system.
14 hours ago20 proposalsRemoteopportunity
For UK Based only developers: App development for my website
Looking to get some quotes on creating an app for the website theradiologyacademy.com. There are some sample questions on the website front page where you can see what it should sort of look like. Ideally something similar to the existing format.
3 hours ago12 proposalsRemoteurgent
FULL STACK DEVELOPER
We are looking for a super talent to join our team, good-natured, personable and professional in PHP Laravel, Node.js, TypeScript, MySQL, MongoDB, Docker, AWS, and React to join our dynamic team. The ideal candidate will have a passion for creating innovative solutions and possess excellent problem-solving skills. Responsibilities: Develop and maintain web applications using PHP Laravel, Node.js, TypeScript, and React Design, implement, and manage databases (MySQL, MongoDB) Containerize applications using Docker for easy deployment and scalability Deploy and manage applications on AWS cloud infrastructure Collaborate with cross-functional teams to define, design, and ship new features Optimize applications for maximum speed and scalability Implement security best practices and ensure data protection Stay up-to-date with emerging technologies and industry trends Participate in code reviews and provide constructive feedback to peers Requirements: Proven experience as a Fullstack Developer or similar role Strong proficiency in PHP Laravel, Node.js, TypeScript, React, MySQL, MongoDB Experience with Docker for containerization and deployment Familiarity with AWS services such as EC2, S3, RDS, Lambda, etc. Solid understanding of web development fundamentals (HTML, CSS, JavaScript) Excellent problem-solving and analytical skills Ability to work independently and as part of a team Good communication and interpersonal skills Preferred Qualifications: Experience with microservices architecture Knowledge of CI/CD pipelines and automated testing Familiarity with GraphQL Contributions to open-source projects Job Type: Full-time Status: Remote Pay: +2K US Dollar per month Application Question(s): Are you available to join immediately? Do you have minimum 1 year experience in PHP Laravel, Node.js, TypeScript, and React Experience: Full-stack development in HR field: 2 years (Required)
3 days ago71 proposalsRemoteExpires in 27opportunityurgent
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.
13 days ago77 proposalsRemoteExpires in 16SEO development
We are seeking a highly skilled and experienced SEO expert to conduct a thorough audit of our website and implement strategies to enhance our search engine ranking. The ideal candidate will have a strong understanding of on-page, off-page, and technical SEO and be up-to-date with the latest industry trends and algorithm updates. Responsibilities: - Conduct an in-depth SEO audit of our website, including both technical and content components. - Identify key areas for improvement and develop a detailed action plan. - Optimize website content, structure, and HTML tags to boost search engine visibility and rankings. - Analyze competitors’ SEO strategies and adjust our approach accordingly. - Provide ongoing monitoring and reporting of our website’s performance in search rankings. - Implement link-building strategies to enhance our domain authority. - Suggest improvements for website speed, mobile-friendliness, and user experience. - Work closely with our content team to guide keyword use and content creation. Requirements: - Proven experience as an SEO expert with a strong track record of improving website rankings. - In-depth knowledge of Google Analytics, Google Search Console, and other SEO tools (e.g., Moz, SEMrush, Ahrefs). - Experience with on-page and off-page SEO tactics. - Excellent problem-solving skills and attention to detail. - Ability to create clear reports and action plans. - Strong communication skills and proficiency in English. **Project Duration:** - Initial audit expected to be completed within 1 month, followed by a 6-month contract for implementation and adjustment of strategies. Budget: - Please submit your proposal including your rate for the initial audit and monthly retainer fee for ongoing SEO management. To Apply: - Include examples of past SEO projects you’ve led, especially those where you achieved significant improvements in search rankings. - Provide a brief outline of your approach to SEO audits. - Attach or link to your resume or LinkedIn profile.
5 days ago66 proposalsRemoteopportunity
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.
8 days ago85 proposalsRemoteWordPress Plugin Developer
We are seeking a skilled WordPress Plugin Developer to continue the development of a basic WordPress plugin. The ideal candidate should have experience with PHP, jQuery, HTML, CSS, JavaScript, and SQL. As a WordPress Plugin Developer, you will be responsible for enhancing the functionality of the existing plugin, implementing new features, and ensuring compatibility with the latest WordPress updates. This is a great opportunity to showcase your expertise in WordPress development and contribute to the growth of our plugin. Skills required: - PHP - jQuery - HTML - CSS - JavaScript - SQL
26 minutes ago6 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.
14 hours ago8 proposalsRemoteopportunity
I am looking for expert game developer
Hello! I need someone who can develop a online dice game, which will be similar to Molopoly game. It will be online game, there user can play with their social media friends when they connect social media. And also user can play online friend and can add them also. For the first time there will be some robot players, so it can be usable, new players can play at least and later it will be reduce when there will be available players on the game. More features will be provide in the meeting. Thank you
3 days ago13 proposalsRemoteAssistente administrativo
Suggested Project Description Option 1: We are seeking a bilingual administrative assistant to support our growing sales and client services team. The ideal candidate will be fluent in both English and Portuguese with at least three years of experience in a customer-facing role. Primary responsibilities will include managing incoming enquiries via phone and email, scheduling appointments, processing orders, updating client records in our CRM system, preparing reports and correspondence, and providing general admin support to the sales and account management teams. Strong organizational skills and attention to detail are essential as you will be the first point of contact for our clients. As an ambassador of our brand, exceptional customer service skills and the ability to build relationships are a must. Experience with sales processes, order management systems and CRM software is preferred. The successful applicant will have solid computer skills including proficiency in Google Workspace/MS Office suite and experience working in a fast-paced environment. This is a full-time role working from our office Monday through Friday between 10:00 am to 7:00 pm. The starting salary for this position is $400 month . We offer a collaborative work environment and opportunities for professional development. If your background and qualifications match what we require for this key position on our team, we welcome you to submit your application and portfolio for consideration. We look forward to reviewing your submission.
3 hours ago8 proposalsRemoteopportunity
Interactive Video development
Hello, I'm looking for some to help me with the development of a interactive video to help us collect information from the interactions with our users. Example: https://drive.google.com/file/d/1h1daojW78h1WxrQ_R5LTBeQ0VyUDSc5C/view?usp=sharing In brief: 1) We will provide you with an animated video to teach our users about certain "good behaviour at work" 2) Trough a web page, we will need to create several stop during the video, where the user can read a question and choose the answer among 3 different options (1 Right answer + 2 Wrong Answer) 3) Feeedback based on the answer (right wrong) 4) Possibility of giving and collecting a score for the users and for our company based on each right answer / wrong answer 5) Possibility to collect the informations of the answer given by each users in a dedicated database. Can you please come back to us with time and pricing for the development of a similar service (video will be developed on the side by us). This service will need to be applied to several video with different questions and target. Thank you, Andrea
3 days ago21 proposalsRemoteWebsite develop
Need got create web for the clothing design
10 days ago15 proposalsRemoteProduct development of a childrens wardrobe
I am looking for someone with specific physical product development / design experience You must have a deep understanding of materials / costs of materials etc I have images of an approximate childrens wardrobe that I would like and I would like someone to take that and create a cost effective version to meet a target price. You must be able to show the design and specify the materials etc in a way that I can provide the information to a factory to quote and build a prototype product thanks
6 hours ago13 proposalsRemoteWordpress website development
I'm seeking assistance with developing a website. The design has been finalized, website content is available , and the sitemap is ready. The website willl be build on WordPress and needs to be responsive. CSS expertise is required, Infographic is expected. Cybersecurity and Privacy domain background is required.
5 days ago76 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
5 days ago2 proposalsOn-site in City of London, GB