Crm 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.
6 days ago16 proposalsRemoteNeed 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
5 days ago7 proposalsRemoteImplement Automated Lead Nurturing System on Zoho CRM
Company Overview We empower entrepreneurs with the fastest way to get a professional business phone system. Our SaaS platform helps small businesses build stronger customer relationships and grow their sales. We are an early stage startup focused on emerging markets. Project Overview: We need a Marketing Automation Specialist to design and execute a lead nurturing system that maximises conversions on our website. This is a high-impact, time-sensitive project leveraging Zoho CRM to deliver a seamless customer journey from first website visit to closed sale. The ideal outcome is converting website visitors to paying customers within 1-30 days, utilising a multi-channel approach (email, SMS, WhatsApp, and targeted outbound calls). Success will be measured by clear increase in website conversions. Key Deliverables & Success Indicators: - Lead Segmentation & Scoring: A lead scoring model implemented in Zoho CRM that effectively differentiates between low, medium, and high-intent leads. Clear lead segmentation criteria based on demographics, website behaviour, and other relevant factors. - Automated Nurturing Workflows:Design multi-channel campaigns (email, SMS, WhatsApp) with a focus on providing value, addressing objections, and increasing conversions. (Consider a welcome series, educational content, overcoming objections, etc.). SMS and WhatsApp should primarily be used for time-sensitive offers and re-engagement - Integrated SMS and WhatsApp messaging workflows designed to complement email campaigns and boost engagement. - Create compelling email templates and messaging aligned with each lead segment and stage in the customer journey. - Build all necessary automation sequences in Zoho CRM, ensuring seamless lead progression based on engagement. - Telesales Integration: A system to identify high-intent leads who have not converted within 24 hours. Automated process to notify the telesales team and provide them with relevant lead information - Analytics & Optimisation: Zoho CRM dashboards tracking key metrics across all channels (email, SMS, WhatsApp, telesales). Weekly optimisation reports with actionable recommendations to improve campaign performance and conversion rates.workflows. Scope of Work and Timelines Phase 1: Strategy & Setup (Week 1 - 2) - Conduct an audit of existing website analytics and CRM data. - Develop a lead segmentation and scoring model. - Design a comprehensive lead nurturing workflow, including triggers, content themes for each stage, and channel selection. - Outline the telesales integration process. - Create email templates, SMS templates, and automation sequences. Phase 2: Launch & Optimisation (Week 3) - Launch the automated campaigns. - Set up dashboards and reporting in Zoho CRM to track lead progression, conversion rates, and channel performance. - Analyse initial campaign results and suggest optimisations to improve engagement and conversion. If you interested in this Job: - Submit your portfolio highlighting Zoho CRM lead nurturing campaigns. - Include 1-2 case studies showcasing successful automation projects you've implemented. - Briefly describe your approach to segmenting leads and designing a multi-channel campaign that converts.
2 days ago18 proposalsRemoteopportunity
Wanting bespoke website building
I have 5k budget to build a custom made website for my uk based legal based. Wanting a crm and an api running behind it.
2 days ago74 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
14 days ago73 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.
19 days ago78 proposalsRemoteExpires in 11opportunity
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.
13 days ago88 proposalsRemoteopportunity
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.
9 days ago18 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.
6 days ago20 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.
11 days ago52 proposalsRemoteExpires in 18opportunity
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
9 days ago19 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.
25 days ago13 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
24 days ago19 proposalsRemoteCreate a website for a managed IT services company
***Please only contact me if you've done a website for IT services (send examples) and can integrate it with Hubspot. *** Develop an engaging digital presence for a managed IT services firm. Custom design a user-friendly website aligned with branding to effectively showcase an array of solutions. Optimize content through text, images and multimedia to inform potential clients and reflect core values. Integrate with Hubspot CRM and incorporate interactive elements to encourage connections. Implement search engine optimized functionality for contact forms, social platforms and analytics. Adopt a flexible CMS like Wordpress or Webflow. Ensure refined design mockups, a fully functional integrated site, training materials and ongoing support over 6-8 weeks. Project will develop a comprehensive virtual flagship to establish authority and drive qualified leads.
10 hours ago51 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.
a month ago46 proposalsRemoteExpires in 3opportunity
Member drive for pole and dance studio
Overview: We're seeking a dynamic and results-driven salesperson to generate 150 sign-ups for our Unlimited Membership program at our state-of-the-art pole and dance fitness studio. The membership includes access to our gym facilities and sauna, providing a comprehensive wellness experience for our members. Responsibilities: 1. Conduct outbound sales calls to potential leads, highlighting the benefits of our Unlimited Membership program. 2. Utilize persuasive selling techniques to overcome objections and close deals. 3. Maintain accurate records of sales interactions and memberships sold. 4. Collaborate with the marketing team to develop effective sales scripts and strategies. 5. Provide exceptional customer service to ensure a positive experience for new members. Requirements: 1. Proven track record in sales, preferably in the fitness or wellness industry. 2. Excellent communication and interpersonal skills. 3. Ability to work independently and meet sales targets. 4. Familiarity with CRM software is a plus. 5. Passion for health and fitness is desirable. Compensation: This position offers competitive pay the base fee is set plus commission per new member Join us in promoting health and wellness through pole and dance fitness, and be part of a vibrant community dedicated to personal growth and empowerment.
4 days ago6 proposalsRemoteRecruitment Business Development Consultant
I seek an experienced recruitment business development consultant to expand our client base and identify new hiring opportunities. The consultant will play a key role in strategically growing our network of corporate partnerships by leveraging their expertise in identifying organization's with impending recruiting needs. The ideal candidate will have a minimum of 3 years experience in a similar business development role within the recruitment industry. They should possess strong networking, sales and relationship building capabilities to effectively engage with HR leaders and hiring managers. The goal will be to showcase our full suite of talent acquisition services and demonstrate how we can efficiently support their staffing requirements. Consultant will be expected to conduct targeted outreach, attend relevant industry events and keep an active pipeline of sales qualified prospects. Excellent communication and presentation skills are a must to represent our brand professionally and close deals. Consultant will be evaluated based on number of qualified meetings scheduled each month and long term contracts secured. The role requires the ability to work both independently in a self-motivated capacity as well as collaboratively with our internal recruitment team. Proficiency with CRM systems and process documentation is also advantageous. This is a full time role with a competitive base salary plus commission structure. The ideal candidate will be a highly motivated self-starter who thrives in a fast paced sales environment. If you have a proven track record of successfully generating new business for a recruitment firm, I encourage you to submit
2 days ago9 proposalsRemoteLead Generation Partners
Job summary / objective: eyeora XR is looking for the right candidate to provide sales and marketing support in building a pipeline of leads to meet business plans, quotas and company objectives. Responsible for designing awareness/ad campaigns and generating leads through phone calls, social media and emails. Responsibilities & duties: • Research, track, maintain and update leads • Make outgoing calls to develop new business • Contact prospects to qualify leads • Direct email marketing to key clients and prospects • Research and maintain lead generation database • Conduct customer research • Conduct client or market surveys to obtain information about potential leads • Participate in the preparation of proposals and / or sales presentations • Provide accurate and timely information to management • Develop a strong knowledge of the company’s products and services in order to facilitate the sales process Skills / attributes required: • Excellent English communication (verbal and written) • Experience with cold calling • Experience with research and maintaining databases • Proficient in MS Office including Word, Excel, and Outlook • Experience in using CRM • Strong project and time management skills • Experience working with Western companies (preferred) Qualifications / experience required: • Bachelor’s degree in Marketing or Business Administration • 1-2-year(s) experience in Lead Generation
12 days ago17 proposalsRemoteopportunity
Full-Time 8:30am-4:30pm Recruitment Resourcer
As a Recruitment Resourcer, you will be responsible for finding teachers and teaching assistants who are interested in working in schools in central London, UK. You will need to be confident building relationships with potential candidates by phone, using social media and job boards to find candidates, and consistently using our candidate CRM system to maintain records. In this full-time contract role, you will have the option to take UK school holiday periods off. Your hours will be 8:30am to 4:30pm remotely, allowing you to work from the comfort of your own home in South Africa. This role is Full-time and pays 207,000 RAN Annually or 17,250 monthly. To be successful in this role, you will need to be confident using social media and job boards to find candidates. You will also need to be able to communicate effectively with candidates from all over the world, including the UK, Australia, South Africa, New Zealand, USA, Canada, and Europe, among many other places. We are looking for someone who is passionate about education and recruitment, with a bubbly and enthusiastic personality. You will need to be a self-starter who is able to work independently and remotely. If you have previous experience in recruitment, sales, customer contact centres or a related field, excellent communication and interpersonal skills, and strong organizational and time management skills, then we want to hear from you. Knowledge of primary school education and the UK education system is a plus but not required. Join our team as a Recruitment Resourcer and help us find the best teachers and teaching assistants for schools in central London, UK. Apply now and make a difference in the lives of children. Requirements Interpersonal Skills: Exceptional communication to engage candidates and school staff positively. Outreach Experience: Proven ability in candidate outreach via social media and platforms like Reed and Indeed. Bubbly Personality: Vibrant and friendly demeanour to create a positive impression. Compliance Knowledge: Understanding or willingness to learn of UK education sector regulations for candidate compliance. Database Management: Proficiency in securely managing recruitment or customer databases. Attention to Detail: Ability to thoroughly review candidate applications for suitability and create their profiles and marketing assets to a high standard. Problem-Solving: Quick resolution of recruitment challenges. Adaptability: Flexibility to meet evolving recruitment needs. Team Collaboration: Willingness to work collaboratively and remotely with recruitment and school teams. Passion for Education: Genuine enthusiasm for contributing positively to the school community. Benefits Opportunity for Travel: The agency offers the possibility to travel to the UK, providing a unique chance to experience different regions and cultures while supporting primary school recruitment efforts. Flexible Work Arrangements: Resourcers have the option to take school holidays off or reduce their working hours during these periods, allowing for a better work-life balance and accommodating personal commitments. Self-Employment Option: Resourcers can choose to work on a self-employed basis, providing greater autonomy and control over their schedule and workload. This option may appeal to individuals seeking flexibility and independence in their work. Professional Development: The agency prioritizes professional development opportunities, offering training and support to enhance resourcers' skills and knowledge in recruitment, compliance, and education sector practices, fostering career growth and advancement.
10 days ago18 proposalsRemoteopportunity
Integrate website sign up forms with Mailchimp and Monday.com
We are a small new company and have decided on Mailchimp (MC) as our email campaign platform and Monday.com as our CRM. We also have two websites - a main site, and a second one for training, which also has the facility for participants to create a login and pay online for courses. We envisage data being added to MC and Monday.com in three ways: 1. Manually, when we are in contact with an individual contact (probably directly into Monday.com) 2. Manually upload a csv file from Typeform, where we have invited individuals to register for a standalone workshop, or asked individuals to provide more information relating to a project we are working on. Some of the fields may be too niche for capturing in MC or Monday.com but the form will still include basic contact details, and the relevant GDPR questions. 3. THE MAIN REASON FOR THIS PROJECT REQUEST: We also want to embed sign up forms into our two websites, and for all the contact/preferences data we collect, to be automatically feed back to MC and Monday.com. These sign up forms should include the standard contact fields, plus some other fields relating to interests and engagement (in the form of both single down drop selection and multi-selection drop down fields). Please note no matter which of the above options is used, we still want all data collected to end up in both platforms by way of a 2-way API to ensure both platforms are always in sync. We also need to include the necessary GDPR questions in those embedded sign up forms, and for that data to be captured and visible in both MC and Monday.com. Obviously MC will then manage ongoing GDPR with opt-out, unsubscribe etc. Keeping Monday.com updated with changes as they come through, for reference purposes. At the moment we have separate basic stand alone sign up forms in both our websites. These are not fit for purposes as they can only collect limited data and there is currently no integration with MC or Monday.com. We have made a start by creating one of these embedded sign up forms in MC (the one to go into the training website) but we need with the following: a) embed this form into our training website b) create a second sign up form in MC so that we can embed a slightly different form in our main website c) make sure MC and Monday.com are set up ready to receive the data from both of these forms d) correctly capture the GDPR component in MC so that our processes remain compliant moving forward e) create the necessary APIs to ensure the ongoing data collection/GDPR process is automatically synced between both platforms. And finally, if we could also find a way to embed the data captured via Typeform (option 2 above) instead of doing this manually, this would be an added bonus.
23 days ago25 proposalsRemote