Crm Projects
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opportunity
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.
24 days ago14 proposalsRemoteI need a UK-based VPA re CRM, email & diary, LinkedIn, admin.
I would like an efficient and experienced VPA to assist me in my recently developed healthcare business for approximately 5 hours per week. The main duties will be to set up and manage a CRM system, respond to emails, assist with LinkedIn posts, and other administrative duties including diary management and invoicing. A DBS check is required - if you do not have a current DBS check, I can organise this through my company. The applicant must be based in the UK.
11 hours ago10 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
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 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 ago11 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 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
a day 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 proposalsRemoteAppointment Setter UK
We are looking for an appointment setters for B2B projects we are currently working on for UK based companies. The role is an outbound calling, remote role where we supply the CRM and telephone system. You must be located within the UK and you must have previous experience as an appointment setter or BDM. This is a full time role Monday to Friday.
14 days ago14 proposalsRemoteLooking for an Outbound Sales VA
Outbound Sales Virtual Assistant Position (WFH - Part Time): Responsibilities include: - Making outbound calls - Entering data into the CRM - Utilizing provided dialer and leads - Maintaining a close to American accent and fluency in English. Please submit a resume along with a sample voice recording (use vocaroo and share the link with me) interacting with an imaginary customer (you may use your scripts with your former job if you still remember it).
8 days ago3 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.
3 days ago44 proposalsRemoteExpires in 27opportunity
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
23 days ago43 proposalsRemoteTelesales - Appointment setting
We are an IT consutling and Technology company implementing CRM, ERP systems within UK to mid large companies. We are looking for explerience sales professionals - To make outbound calls - Invite for Webinars / network meeting - Generate appointments for face to face meeting / web demos - Use our CRM and update on the discussions and action items - Send information and proposals - work min 3 to 4 hours per day - Meet the KPIs on daily and weekly targets on leads - Incentives also available on successful lead generation
a month ago30 proposalsRemoteZapier Expert Needed
We require some amendments to our Zapier Flow as soon as possible. The changes surround transactions emails sent via Brevo. We require our Zap flow amending to be able to sent a different transactional email, based on answers within the gravity form (which acts as the flow trigger). i.e, if a client is Employed - they receive Version 1 of the transactional email (which is a confirmation email). If they client is unemployed they receive version 2 of the transactional email. We have looked into using a filter, however this does not allow for conditional logic based on answers within the gravity form. We also have a 'add task' zap, which creates a task in our CRM based on answers within the Gravity Form - this is set by using a filter Zap, and would need to continue to filter and set a task if applicable regardless of the above transactional email flow change. This needs be done as soon as possible - therefore, we need a freelancer who is adept and dealing with: Zapier Brevo CapsuleCRM
8 days ago9 proposalsRemoteopportunity
Sales exectutive
The successful applicant must have 3+ years of related sales or business development experience. They should demonstrate a proven track record of exceeding sales targets through acquiring new logo accounts. Strong communication and presentation abilities are essential to effectively engage with C-level contacts. Additionally, the candidate must be highly organized with the ability to manage multiple projects simultaneously. Proficiency with CRM systems is preferred. This is an excellent opportunity to take ownership of a key growth initiative and play a vital role in expanding our client base. The company offers a supportive environment and competitive compensation package including commissions. Interested and qualified professionals should submit their resume for consideration.
16 days ago13 proposalsRemoteProviz Digital Designer
We are looking for a remote freelance Digital Designer to work with our growing reflective Sportswear Brand, to help us with web design, creative design (video and stills), CRM design, website creative (banners, images, image enhancement). You’ll help with leading the creation of world-class digital content for a hugely successful sportswear brand. You’ll manage the brand's creative output & creative vision, while also developing assets (images & video) for the various marketing channels (CRM, Paid & Organic Social, Website) The brand An award-winning sportswear brand, with the largest range of specialist enhanced visibility sports products on the market and renowned for its innovation and quality. Operating in over 40 territories, the business is entering a new growth period and specifically ambitious to grow the UK, Germany and US markets. Our brand book, which will give you a clear indication of our brand look and feel, is attached. We are putting out a tender in search of one or two competent freelance creatives to work with us permanently and support the brand. If interested, please complete the test brief below. Therefore, this is the initial test brief, which we will evaluate and see which freelancer is best suited to our needs. Therefore please can you create: A homepage hero banner, focusing on summer jackets – we have just launched these two new summer running jackets: https://provizsports.com/products/reflect360-womens-lightweight-running-windshell-jacket?country=GB and https://provizsports.com/products/reflect360-mens-lightweight-running-windshell-jacket?country=GB The hero banner should incorporate the messaging: Shine Brighter The world’s finest reflective sportswear Create a matching product launch email template for these two new jackets, featuring a hero, the main features of the jackets, the price and USPs of the brand. Please create an organic social media post, we could use to launch the new product range. You can use any assets you find on the site. You can find our website here, which will show our current state of creative, you can use this as inspiration, but please do not limit yourself to only what you see: https://provizsports.com/?country=GB It would be really helpful if you could use Figma designs, for which we have an account with assets and would like to work collaboratively in.
15 days ago16 proposalsRemoteopportunity
Shopify theme redesign
Scope of Work for Shopify Theme Redesign Project Purpose: To redesign an existing Shopify site to enhance user experience, accommodate an expanding product line, and improve conversion rates. Scope of Work: Navigation Revamp the navigation structure to enhance user experience and accommodate multiple products. Implement a responsive and intuitive menu system that is easy to navigate on both desktop and mobile devices. Homepage Redesign the homepage to reflect the new brand identity and product range. Include dynamic elements such as a featured products section, user testimonials, and an engaging footer area for social media links and newsletter signup. Product Page Develop a flexible product page template that can adapt to different types of products. Highlight key product features, benefits, and customer reviews to aid in conversion. Integrate high-quality images and videos with zoom functionality. New Customer Page Create a dedicated landing page for new customers that introduces your brand story, values, and unique selling propositions. Include a sign-up feature for first-time buyer discounts, multiple subscription options using recharge or another well tested plugin. Checkout Streamline the checkout process to minimise steps and reduce cart abandonment. Ensure that the checkout is secure, with clear options for payment, shipping, and returns. Technical Requirements Ensure the site is optimised for speed and mobile devices. Implement SEO best practices to enhance organic reach. Prepare the site architecture to integrate with existing CRM and any required third-party applications. Deliverables Wireframes and design mockups for all key pages. A fully functional, tested, and launch-ready Shopify theme. Documentation for maintaining and updating the website. Timeline Detailed timeline with milestones for design, development, and testing phases. The project timeline is very important and speed is something we need to ensure we get to market first. Budget An estimated budget based on the scope outlined, including design, development, testing, and any third-party service costs. Maintenance and Future Scalability Provide a plan for ongoing maintenance and updates. Ensure that the design is scalable for future product additions and potential high traffic.
2 days ago60 proposalsRemoteSeeking responsive B2B account manager/VPA
Are you an adept communicator and relationship-builder, who’s smart, tech-savvy and capable of managing multiple people, projects & tasks? We are a dynamic Birmingham-based web development agency, specialising in building and maintaining high-performing websites for businesses & charities - with a large client portfolio and a focus on trust and top-notch customer service. The business has grown, and we now need a reliable & responsive part-time account manager/virtual assistant (preferably UK-based) who can commit to 10-15 hours per week and be available to respond between 9am-5pm. Initially, you’ll take the lead as the primary point of contact for our partner agencies - mediating between them and our dev team to solve one-off website issues and facilitate development upgrades. Finding the right person is key, and the role will inevitably be developed as the business continues to grow. In this role, you’ll be primarily responsible for: - Responding promptly to all messages from clients & partner agencies, maintaining our sub 2-hour response time in normal office hours. (We’re really hot on our service and this is extremely important - so you’ll need to commit to this response time.) - Understanding & clarifying their requests - and delegating tasks to our dev team - Overseeing task progress & completion - and updating/staying in comms with clients - Managing/sending invoices for billable work - Utilising our new suite of CRM, Helpdesk, Projects & Billing software (Zoho app suite), and working with the internal team to help streamline & automate these processes Secondly, we also need help with time-sensitive admin work, including: - Setting up and sending client contracts for web build projects - Diary / email management - Other one-off admin work We’re looking for a partner who can help us take our business to the next level. You’ll need to be: - Native English speaking and UK-based - A natural rapport & relationship-builder - Excellent at spoken & written communication - Organised, diligent & a fast learner - Available between the hours of 9am-5pm GMT - Responsive - committing to a sub 2-hour response time for all messages Beyond these, we'd love to know what other skills you could bring to the table to help us take our business to the next level. We look forward to hearing from you!
3 days ago16 proposalsRemoteCold caller required
About us Odycy is where private patients go to find, compare and book care. Our system simplifies healthcare for private patients, enabling them to easily find the care they need. Try it out for yourself at odycy.com Job Description Odycy is on the lookout for a conscientious Freelance Sales Representative to join our forward-thinking team. Your primary responsibility will be to introduce medical professionals and healthcare providers to our market network. Our platform enables patients to select their healthcare providers based on criteria such as price, location, availability, and ratings. Responsibilities: - Engage with potential providers and healthcare professionals to explain the benefits of the Odycy platform, focusing on improving patient satisfaction and medical outcomes. - Address objections with thoughtful responses, underlining the platform's ability to simplify the process and boost customer satisfaction. - Assist prospective providers through the sign-up process, offering demonstrations and tutorials to facilitate a smooth onboarding experience. - Keep abreast of the platform’s features, benefits, and relevant statistics to provide accurate and compelling information during presentations. - Update and manage all sales activities, opportunities, and account information in the CRM Requirements: - Excellent communication and interpersonal skills, capable of effectively engaging with healthcare professionals. - Adept at persuasion, with a patient approach to handling objections. - Self-motivated with a results-driven ethos, capable of working independently. - Previous sales experience, particularly in healthcare or technology sectors, is beneficial but not essential. - Experience and an appetite for cold-calling to qualify your own sales leads. - Experience working with HubSpot, or similar CRM - Comfortable with remote work and utilising digital tools for communication and presentations. Benefits: - A competitive basic salary plus an attractive commission package. - Flexible working hours. - Ongoing training and support from the Odycy team.
a month ago23 proposalsRemote