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opportunity
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 proposalsRemoteEducation Admin support
We are a small team of Healthcare Professionals offering a 1-yr Certificate Programme in Psychedelic Practice. This is aimed at Healthcare Professionals worldwide. We will likely be expanding to offer other courses over the coming years(s) Website: https://www.psyedu.co.uk/ Our current Education Admin Lead is leaving in May. We need someone to work flexibly around 3-6 hrs a week (10-20hrs per month) doing basic administrative tasks for our Education Organisation. It will be very busy between June and September (more like 6hrs per week) then will calm down a bit at other times in the year. We are a small start-up in our second year, just beginning to settle into our rhythm and we now need reliable low-level input which will likely slowly increase in workload over the next 3-5yrs. Job Description Skills/knowledge: MUST HAVE: Excellent written and spoken English, Organisational Skills +++, Microsoft office, excellent written and spoken communication skills, an understanding of the course we offer or a willingness to learn about it DESIRABLE: some knowledge of healthcare and how psychedelic practice is starting to be used in healthcare Qualities: flexibility Experience: any role which demonstrates the capacities outlined below Hours: 10-20hrs per month, ideally 1-2hrs on Mon, Wed and Fri each week Job Description: Key Responsibilities: 1. Communication Management: o Serve as a primary point of contact for internal and external communications. o Handle incoming emails, and redirect them as appropriate. o Draft and distribute notices, tutorials, open events and announcements. 2. Administrative Support: o Assist in scheduling appointments, and meetings for management and staff. o Maintain and update company databases, records, and filing systems. o Prepare and distribute documents as required. o Liaising with different organisations 3. Documentation and Recordkeeping: o Ensure accuracy and completeness of documents, contracts, and agreements. o Maintain confidentiality of sensitive information and handle it with discretion. o Organize and archive records in accordance with company policies and regulatory requirements. 4. Team Collaboration: o Collaborate with colleagues and departments to support cross-functional projects and initiatives. o Provide administrative assistance to various teams as needed. o Foster a positive and cooperative work environment through effective communication and teamwork. o Attending meetings once every two weeks 5. Problem Solving and Decision Making: o Identify issues or challenges in administrative processes and propose solutions for improvement. o Prioritize tasks and manage time effectively to meet deadlines and goals. Qualifications and Skills: · Proven experience as an Administrator or similar role. · Proficiency in office software applications, including word processing, spreadsheets, and presentation software. · Strong organizational and multitasking skills with attention to detail. · Excellent verbal and written communication abilities. · Ability to work independently and collaboratively in a fast-paced environment. · Discretion and professionalism when handling confidential information. · Problem-solving and decision-making skills. · Flexibility and adaptability to changing priorities and tasks.
18 days ago41 proposalsRemote