Dynamics 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.
5 hours ago12 proposalsRemoteCompressor valve dynamic analysis
Require to develop an excel program that can provide correct information on valve opening and closing events based on compressor geometry and pressures/temperatures.
7 days ago13 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
8 days ago71 proposalsRemoteopportunity
Dynamic Graphic Designer Needed foe ebook guide
I am looking for a talented graphic designer to create the " Social Media ebook." This guide will be an essential resource for users looking to master social media influence and should be visually striking and easy to navigate. i need a designer who can blend vivid colours, compelling imagery, and clear layouts to make each page pop. Design Requirements: * Bold and Vibrant Colours: Use a colourful palette to make each page stand out while maintaining harmony throughout the guide. * Clear, Legible Typography: Select fonts that are not only stylish but also easy to read at various sizes. * Engaging Layouts with Bullet Points: Organise content using bullet points for clarity and ease of reading. Layouts should be dynamic yet straightforward to guide the reader naturally through the material. * Integrative Visuals: Incorporate relevant, high-quality images and infographics that complement and enhance the textual content, making key points easily understandable at a glance. * Consistent Style: Ensure all design elements are cohesive across the entire guide, reflecting the theme and purpose of the content. Deliverables: * Roughly 175 page PDF guide designed to be visually engaging and reader-friendly. * Initial design concepts followed by up to rounds of revisions based on feedback. * Final design in PDF format along with original source files for future modifications. Application Instructions: Include a link to your online portfolio, especially highlighting any previous work with digital guides or visually rich publications. Provide a cost estimate for the complete project, including all deliverables. Thanks Sam
9 days ago38 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 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.
13 days ago77 proposalsRemoteExpires in 16opportunity
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 ago84 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.
11 hours ago8 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.
4 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.
11 hours ago19 proposalsRemoteComplete Front-End Redesign and Development with SvelteKit
Detailed Description: We are seeking an experienced front-end designer and developer to overhaul a sophisticated web application. The goal is to create a modern, responsive user interface using SvelteKit as the framework and Flowbite ([login to view URL]). The project will include the complete development of the application's pages, with the exception of a specific viewer component. Technical Specifications: Technology: Use of SvelteKit for a single-page application (SPA). API: Integration with generic APIs for dynamic data loading. Fake Content: Use of fake data for demonstration purposes (e.g., JSONPlaceholder). Design and Development Deliverables: Design proposals for each main page of the application, excluding the viewer. Complete development in SvelteKit for all relevant pages. Interactive mockups demonstrating interaction with dynamic data. Complete source code, optimized for production. Evaluation Criteria: Creativity and aesthetic appeal of the design. Performance and optimization of the code. Clarity in the integration of APIs. Adherence to best UX/UI practices.
4 days ago11 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 proposalsRemoteANGULAR AND MEAN STACK SENIOR LEVEL POSITION
We are currently seeking experienced individuals for Angular and Mean Stack Senior Level Positions. As part of our dynamic team, you will play a crucial role in developing innovative solutions and pushing the boundaries of technology. If you have a passion for Angular and Mean Stack development and are eager to work on cutting-edge projects, we want to hear from you. https://docs.google.com/document/d/19eMIOafboWqWJSFOm3WcboGZNnLWZ_GoGBEql7hPYk0/edit
7 days ago44 proposalsRemoteMarketing Specialist: Fueling Engagement & Driving Growth
Are you enthusiastic about devising impactful marketing strategies that propel business expansion? We're on the lookout for an adept freelance Marketing Specialist to integrate into our team, contributing significantly to bolstering our brand visibility and fostering audience engagement. Responsibilities: - Innovate and execute dynamic marketing campaigns across diverse platforms to captivate and retain our target demographic. - Conduct in-depth analysis of market dynamics and consumer behavior to pinpoint strategic avenues for marketing initiatives and product positioning. - Collaborate seamlessly with internal stakeholders to ensure uniformity in messaging and brand identity across all marketing channels. - Continuously monitor and evaluate the performance metrics of marketing endeavors, fine-tuning strategies for optimal results and ROI. - Remain at the forefront of industry trends and best practices, consistently refining and elevating our marketing approaches. This freelance position offers a competitive compensation of $20 per hour. If you possess a creative flair, an unwavering dedication to marketing, and a relentless pursuit of excellence in driving outcomes, we eagerly await your application! Join us in steering the trajectory of our brand and propelling business success through strategic marketing endeavors.
5 days ago16 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.
6 days ago52 proposalsRemoteExpires in 24opportunity
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
3 days ago15 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.
20 days ago12 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
19 days ago19 proposalsRemoteClassic E-commerce Web Developer Needed
? *Looking for a talented freelance web developer to join our project!* ? Are you passionate about creating interactive and dynamic websites and configurator software ? We're seeking a skilled web developer to help bring our vision to life. ? *Key skills required:* - Proficiency in HTML, CSS, and JavaScript - Experience with front-end frameworks such as React or Vue.js or [login to view URL] - Strong understanding of web development best practices - Ability to implement complex interactive features - Familiarity with back-end technologies such as Node.js or Django is a plus ? *Highlight: Experience with animation and video generation from photos or images is highly desirable and product configurator* If you're passionate about web development and have the skills to bring our project to life as a freelance web developer, we'd love to hear from you!
an hour ago14 proposalsRemoteDesign for Editable PowerPoint Pitch Deck
A well-designed pitch deck is sought to promote a company to potential investors. The project requires crafting an editable PowerPoint template leveraging a provided logo and content. The professional presentation should exhibit a modern, clean aesthetic balancing textual and visual elements for maximum clarity and engagement. Specifically, dynamically formatted slides incorporating relevant graphics, charts, diagrams and photographs need be developed. The final product must be visually appealing while maintaining professionalism. It is imperative the template allows for effortless future customization across common PowerPoint platforms to adapt to evolving needs. Ultimately, an eye-catching yet straightforward presentation is sought to positively represent the company and effectively communicate its message to investors.
2 days ago42 proposalsRemote