Crm Projects

Looking to build a CRM System

Hi, I'm looking to build a bespoke CRM for my wellbeing business, The Calm Within Method. I need someone who can help create a professional, easy-to-use system that will grow with my business. The CRM should help me manage client records, treatment history, bookings, follow-ups, packages, products, marketing and workflows, with the ability to automate tasks where possible. I'm looking for someone with experience building CRM systems who can also advise on the best platform to use. Ideally, I'd like to build a long-term working relationship, as there will likely be ongoing improvements and future projects. If this sounds like something you can help with, I'd love to hear how you would approach the project and see examples of similar work you've completed. I look forward to hearing from you. Many thanks, Kerry

CRM Developer / CRM Automation Specialist

We are looking for an experienced CRM developer to help design, build, and optimize our customer relationship management system. The ideal candidate should have experience with CRM platforms, workflow automation, API integrations, and customer lifecycle management. Responsibilities: * Configure and customize CRM platforms (HubSpot, Salesforce, Zoho, Microsoft Dynamics, or similar). * Build and optimize sales, marketing, and customer support workflows. * Create custom fields, pipelines, dashboards, and reports. * Integrate the CRM with third-party applications via APIs, webhooks, or automation tools (Zapier, Make, etc.). * Automate lead capture, nurturing, and follow-up processes. * Import, clean, and manage customer data. * Troubleshoot CRM issues and recommend best practices for improving efficiency. Required Skills: * Proven experience with one or more major CRM platforms. * Strong understanding of CRM architecture and business processes. * Experience with REST APIs and system integrations. * Knowledge of workflow automation tools. * Excellent communication skills. * Ability to work independently and deliver high-quality solutions. Qualifications: * Experience with custom CRM development. * Familiarity with SQL, JavaScript, or Python. * Experience integrating CRMs with websites, payment gateways, email marketing platforms, and ERP systems. Please include: * Examples of CRM projects you've completed. * Which CRM platforms you specialize in. * Relevant automation or integration experience. * Your estimated timeline and fixed-price quote. * Your hourly rate for future work. We are looking for a reliable CRM specialist who can recommend best practices, deliver clean solutions, and become a long-term technical partner for future CRM enhancements.

Comprehensive Testing for Sales Portal/CRM

I need an experienced web application tester to thoroughly test my sales portal/CRM for a managed it company. Key areas to focus on: - User Authentication: Login and registration, password reset, two-factor authentication. - Data Processing: Validate all data handling functionalities. - Reporting Tools: Test accuracy and reliability of all reports. - Overall Functionality: Ensure everything the app offers works as intended. Ideal skills and experience: - Proven experience in testing enterprise-level web applications. - Strong understanding of user authentication mechanisms. - Detail-oriented with a keen eye for identifying bugs and issues. - Ability to provide comprehensive test reports. Looking for a professional who can ensure our application is robust and user-friendly, bug free, performs well and is secure. Must be fluent in english both written and spoken. Must use video recording tools to provide insights Must provide detailed bug reports where required Must be commited to understanding how the applications works Must test from all screen sizes AI is not to be used in this project User expieirence is very important Must be tested from diffrrent angles

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Commodity Trading CRM

Seeking an experienced developer familiar with Replit to support and finalize a bespoke Commodity Trading CRM for international markets. The product, initiated on Replit, requires assistance with feature completion, integration, data workflows, user interface refinement, and performance optimization. Ideal candidate will demonstrate Replit proficiency, backend and frontend competence, familiarity with trading workflows, secure data handling, and a collaborative approach to meet delivery timelines and quality standards.

Gohighlevel CRM Automation Developer(Native English required)

We are looking for an experienced GoHighLevel developer/consultant to help design and build a complete CRM, automation, and operations system for a growing boat charter business. This is not a simple workflow setup project. The client is looking for someone who can understand the business model, recommend better processes, explain technical decisions clearly, and build a scalable system that supports future growth. You will work directly with the business owner, participate in calls, understand their current workflow, and help turn business requirements into practical technical solutions. Important Requirements: We are looking for someone who is not only technically capable but also strong at communication. You should be comfortable: - Joining client call - Asking the right business questions - Explaining technical concepts in simple terms - Recommending solutions instead of just following instructions - Taking ownership of the project architecture The client values someone who can say: "Here is what I recommend, here is why, and here is how it will improve your business." Ideal Experience: - Strong experience with GoHighLevel CRM - Experience building automation systems for service businesses - Understanding of booking systems, payments, calendars, and customer workflows - Experience with Facebook Ads integrations and lead funnels - Experience improving conversion flows for websites - Ability to design scalable CRM architectures - Strong client communication skills Bonus Experience: Experience with: - Boat charters - Tours and activities businesses - Hospitality businesses - Appointment-based businesses - Booking platforms - Stripe/payment integrations - Custom API integrations

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CRM idea pending

I would like a better version of ventrixhub for myself or potential if I wanted to sell it to possibly consumers. This is just an idea atm and I’m welcome for input regarding this project. Or do you think I’m better with something else?

API Integration & CRM Automation Specialist Needed

API Integration & CRM Automation Specialist Needed (Long-Term Opportunity) We're looking for an experienced API Integration & CRM Automation Specialist to help streamline our business processes and build reliable automation workflows. Responsibilities - Integrate third-party APIs (REST APIs, webhooks, OAuth) - Set up and optimize CRM platforms (HubSpot, Salesforce, Zoho, Pipedrive, etc.) - Build automation workflows using tools like n8n, Make.com, or Zapier - Connect applications such as Google Workspace, Slack, Stripe, Airtable, Notion, OpenAI, and other SaaS platforms - Troubleshoot and maintain existing integrations - Create scalable, well-documented automation solutions Required Skills - Strong experience with REST APIs, JSON, webhooks, and authentication methods - Hands-on experience with at least one major CRM platform - Experience with automation tools (n8n preferred, Make.com or Zapier also acceptable) - Ability to understand business workflows and translate them into automated systems - Strong debugging and problem-solving skills - Good communication and fluent English Preferred - Experience with OpenAI or other AI APIs - Knowledge of JavaScript or Python - Experience with databases such as Airtable, Supabase, or PostgreSQL To Apply Please include: 1. Your top 3 API integration projects. 2. Which CRM platforms you've worked with. 3. Which automation tools you use most. 4. A brief explanation of the most complex workflow you've built. 5. Your hourly rate and availability. We're looking for someone who focuses on quality, reliability, and long-term collaboration—not someone who only connects apps using basic templates.

CRM Data Cleanup Support

We're seeking a freelancer to help organize and clean customer records. The work includes reviewing entries, removing duplicates, correcting formatting, and updating information as instructed. Responsibilities Review customer records Remove duplicate entries Correct data formatting Update information where required If you have strong attention to detail and can deliver accurate work, we'd be happy to hear from you.

QA Tester Needed for a New African CRM & Business Platform

We're looking for detail-oriented QA testers to test a new SaaS platform called Thoth Share before its public launch. Website: https://thothshare.com Thoth Share is an African-first business platform that combines a Link-in-Bio, CRM, Email Marketing, Products & Checkout, Lead Capture, and a Unified Social Inbox into one platform. Your role is to use the platform like a real customer and report any issues you encounter. You'll be testing areas such as: User registration and login Dashboard Public profile page CRM and contacts Email account connection Email campaigns Products and checkout Popup lead forms Social inbox Mobile responsiveness Overall usability and user experience Please provide: Steps to reproduce bugs Expected vs actual behaviour Screenshots or screen recordings where applicable Suggestions for improving the user experience Ideal candidates should have experience testing SaaS products or web applications and be comfortable documenting issues clearly. When applying, briefly describe your QA experience and any tools you've used (manual testing, browser DevTools, Jira, Trello, etc.).

Virtual Assistant for Small Coaching & Consulting Business (PT)

Title: Part-Time Virtual Assistant for Coaching & Consulting Business — Canva, Website Updates, CRM Support I’m looking for a reliable part-time virtual assistant to support a small coaching and consulting business focused on senior professionals, career transition, and HR consulting. This is a small but important support role, approximately 10–15 hours per month to start, with the possibility of more over time. Responsibilities may include: Updating simple website pages and landing pages Creating and editing Canva graphics and PDFs Formatting documents, worksheets, and client-facing materials Updating a Google Sheets CRM/tracker Organizing outreach lists and tracking follow-ups Preparing simple email drafts and client materials Supporting webinar or briefing setup Keeping project files organized in Google Drive Requirements: Strong Canva skills Comfortable with Google Drive, Google Sheets, and basic website/landing page updates Excellent written English Reliable communication by email or Google Chat Able to meet agreed deadlines Comfortable working independently with clear written instructions Careful attention to detail This role requires reliability and follow-through. Please do not apply if you regularly miss deadlines or need frequent reminders.

Need an outreach professional, sales and marketing.

Seeking an experienced outreach professional in sales and marketing to manage databases and execute multi-channel outreach (email, social media messages), onboard prospects, coordinate weekly follow-ups, and schedule meetings across multiple companies. Responsibilities include cold email campaigns, personalized follow-ups, CRM updates, and engaging existing customers to assess needs. We welcome two hires: one English speaker and one Portuguese speaker familiar with the Algarve region. Must be proactive, organized, and skilled in relationship building and conversions.

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I need a mobile app

Salespeople forget up to 80% of the detail from customer conversations within 48 hours. CRM notes are often incomplete because they are entered late or not at all. The app would capture the conversation immediately after it happens, use AI to structure it into sales intelligence, and export clean, actionable data into any CRM. 3 points - 1) Do not try and contact me through emails and Linked In. I will just block you. 2) I am based in the UK and priority will be given to UK freelancers 3) I put a price on the project for a reason. If you cant do the brief and supply me with an App or say it is going to cost more then please do not contact me. The budget is set

Development Pipedrive

Hi, I would like to develope our Pipedrive CRM Account: - connection to our warehouse - AI script for transfering inquiries into offers The budget or hour rate has to be discussed. Who could manage this? Best regards, Norbert

Experienced Person Required For Sales & New Business

Seeking an experienced sales and new business professional to drive revenue growth and expand market presence. Responsibilities include identifying prospects, cultivating relationships, developing and executing strategic sales plans, negotiating contracts, and closing deals. Candidate must demonstrate strong communication, networking, and presentation skills, a proven track record in B2B sales, and the ability to work independently to meet ambitious targets. Prior experience in lead generation, CRM management, and market analysis is required.

Front End Developer (React / Next.js) - Remote Worker

We seek an experienced Front End Developer (React / Next.js) to lead rollout of a new web CRM. You will implement performant, accessible responsive interfaces, integrate with an existing C# REST API, and translate designs into maintainable, well-tested code. Required: 3–5+ years front-end experience, strong React/Next.js (App Router/SSR/data fetching), solid JavaScript and TypeScript, HTML5/CSS, and conceptual understanding of relational data. Familiarity with component libraries, automated testing, CI/CD and SaaS products is advantageous. Fully remote.

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GoHighLevel Website Developer for Funnels & Automation

I am looking for an experienced GoHighLevel developer to build and customize websites, landing pages, and sales funnels inside the GHL platform. The project includes: • Designing and developing GHL websites and funnels • Creating landing pages and conversion-focused layouts • Setting up forms, workflows, and automation • Integrating CRM features and third-party tools • Optimizing pages for performance and conversions Requirements: • Proven experience with GoHighLevel • Strong website and funnel-building skills • Knowledge of GHL workflows, pipelines, and automations • Understanding of conversion-focused design Please share examples of GoHighLevel websites or funnels you have built. Experience Level: Expert

Email Automation Specialist for Marketing Funnels & Campaigns

I am looking for an experienced email automation specialist to build and optimize automated email campaigns that improve customer engagement and conversions. The project includes: • Creating email workflows and customer journeys • Setting up welcome sequences, follow-ups, and nurture campaigns • Improving email templates and segmentation • Connecting email platforms with websites and CRMs • Tracking performance and optimizing results Requirements: • Experience with tools like Mailchimp, Klaviyo, ActiveCampaign, HubSpot, or similar • Strong understanding of email funnels and automation strategy • Proven experience improving email campaign performance Please share examples of previous email automation projects and results achieved. Experience Level: Expert Duration: 1–3 months (potential ongoing work)

Business Development Executive

TBMC seeks a proactive Business Development Executive to expand our UK and European client base across Real Estate, Property Management, Hospitality, F&B and E‑commerce. Responsibilities include identifying high‑value prospects, executing targeted outbound outreach via LinkedIn, email and calls, cultivating relationships with founders and decision‑makers, and booking qualified meetings for leadership. Maintain CRM integrity, manage a robust sales pipeline and uncover strategic partnerships. Ideal candidates bring proven B2B lead generation experience, excellent communication, CRM and outbound tool proficiency, and a results‑driven mindset to scale a fast‑growing agency.

Short-term rental sales specialist

Short-term rental sales specialist needed for a UK serviced accommodation company. This active sales role converts enquiries into bookings, sources properties, negotiates with hosts, manages CRM and pipeline, and handles booking administration. Must have proven short-term rental experience, exceptional spoken and written English, strong sales skills, high energy, technical proficiency with spreadsheets and CRMs, and reliable UK-hours availability.

urgent

Integrate Hubspot With Jobber, Zapier, and Google Adwords

We're looking for an experienced marketing automation specialist to build an end-to-end lead tracking and reporting system for a service business. Our website runs on WordPress, our CRM will be HubSpot, and our field service management software is Jobber. We want to accurately track marketing ROI from Google Ads (and eventually other marketing channels) all the way through to booked jobs. Project Scope We need someone with proven experience implementing integrations between: HubSpot Jobber Zapier Google Ads WordPress The ideal candidate has completed similar projects for home service businesses and understands both CRM automation and marketing attribution. Responsibilities Configure HubSpot as the primary marketing CRM. Build automation workflows between HubSpot, Jobber, and Zapier. Capture website leads and automatically create customers/jobs in Jobber. Ensure lead source and campaign attribution are preserved throughout the workflow. Configure Google Ads conversion tracking and offline conversion reporting where appropriate. Set up accurate lifecycle stages and lead tracking in HubSpot. Create custom HubSpot dashboards showing: Leads by source Cost per lead Conversion rates Pipeline metrics Marketing ROI Verify that Google Ads conversions match actual qualified leads rather than simple form submissions. Test the complete workflow from ad click to Jobber customer creation. Required Experience Please apply only if you have hands-on experience with: HubSpot CRM HubSpot Workflows HubSpot Reporting & Dashboards Google Ads Conversion Tracking Google Ads Goals / Conversions Zapier Jobber API or Zapier integration WordPress forms (Gravity Forms, WPForms, Contact Form 7, etc.) UTM tracking and marketing attribution Nice to Have Experience with service businesses (pool companies, HVAC, plumbing, roofing, landscaping, etc.) HubSpot certifications Experience importing offline conversions back into Google Ads Knowledge of GA4 attribution and event tracking To Apply Please include: Examples of similar HubSpot + Jobber or HubSpot + field service automation projects. A brief explanation of how you would preserve marketing attribution from Google Ads through Jobber. Which HubSpot dashboards you would recommend for measuring marketing ROI. Your estimated timeline for completing this project. Your hourly rate. We're looking for someone who can become our go-to HubSpot automation specialist for future projects as well.