Interaction 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.
12 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 proposalsRemoteSpecialist needed to improve Core Web Vitals (INP)
I own a website which is running Litespeed server, with the Litespeed cache plug, redis object caching. I have all the usually parts of the cache plugin activated. Ie, JS & CSS minify, JD deferred etc. Im getting really fast mobile and desktop speeds. However, the mobile test is failing Google Core Web Vitals on the INP Interaction to Next Paint (INP), only. It passed on desktop. I need somebody with experience in Interaction to Next Paint (INP) optimisation for Google Core Web vitals. Please only apply if you have experience with this metric and can analyse what script or action is causing this delay on mobile devices. I have attached a screenshot of my recent score.
24 days ago15 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 26opportunity
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 proposalsRemoteWeb app Wireframes Design for Product Integration
I am seeking a proficient designer to transform sketches into Adobe XD wireframes for a website. The primary goal of the website is to fully integrate with a specific product. Key Responsibilities: - Translate provided sketches into Adobe XD wireframes - Incorporate design principles that prioritize user experience - Ensure the final design is not only visually appealing but also functional, prioritizing the product integration Ideal Skills and Experience: - Strong proficiency in Adobe XD - Demonstrable background in Web Design, specifically wireframe development - Extensive knowledge and experience in UI/UX Design - Practical hands-on experience in designing for products that require complete website integration - An eye for detail and understanding of responsive web design. Objective: To ensure seamless integration of the website with the product, enhancing user navigability and interaction. I am looking for someone who can expertly carry out this mandate, creating intuitive, stand out website wireframes.
7 days ago15 proposalsRemoteGovernment Portal Development Partnership
I'm seeking an established software company for a long-term partnership to develop a government portal focused on e-governance services. Key Responsibilities: - Build, test, and launch a dynamic, user-friendly government portal that serves as a hub for e-governance services. - Incorporate intuitive features to ensure seamless interaction for end-users. Desired Skills and Experience: - Proven experience in government portal development - Evidence of prior work is essential - Extensive knowledge in an array of programming languages. You should make a recommendation on what you believe is best for the project, based on your expertise. - Excellent problem-solving skills and creative thinking. - Strong communication skills with the ability to explain complex technical information easily. Our collaboration goal is to create a reliable and effective platform for e-governance services. I look forward to seeing your proof of work and learning more about your team's expertise.
11 days ago26 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 proposalsRemoteI need a designer
I seek an experienced visual designer to craft the user interface and experience for a new mobile application. The application will enable users to book appointments with local businesses through an intuitive onboarding process and easy-to-navigate dashboard. Your skills in interaction design, prototyping and visual design will be leveraged to create intuitive app screens, seamless workflows and aesthetically pleasing branding. Key deliverables will include high-fidelity mockups demonstrating the app's core functionality and key screens such as login, signup, appointment scheduling, profile management and payments. You will synthesize user research findings to optimize tasks and create an engaging yet simple UI. Prototyping tools like Figma or Sketch will be used to produce interactive previews for feedback prior to development. Branding guidelines, style tiles and component libraries should also be developed to ensure visual consistency across the app. This is an exciting opportunity to design an application from concept to launch. Applicants should have 3+ years experience designing mobile applications with demonstrable case studies. Proficiency with common design and prototyping tools is essential. The candidate must have excellent communication skills and be able to work collaboratively with stakeholders to refine designs based on feedback. This contract role will last 4-6 weeks with payment issued in bi-weekly installments upon acceptance of deliverables. Please provide relevant work samples and testimonials from previous clients in your proposal if
a day ago17 proposalsRemoteopportunity
Sales of digital marketing services B2B clients in the USA
We are looking for a professional who can effectively sell digital marketing services and attract new clients. The ideal candidate should be well-versed in various digital marketing strategies and techniques and be able to communicate the value of our services to potential clients. Responsibilities include identifying potential clients, presenting our services in a compelling manner and closing deals. sales experience. Order of interaction: Work are broken down and linked to Key Performance Indicators (KPIs): - Number of potential clients attracted within 10 days. Min/Max [insert target number] - CRO – increase the percentage of visitors who complete the desired action (Payment/Contract) within 10 days. Min/Max [insert target percentage] - Collecting a lead database within 10 days. Min/Max [insert target number] . - Conversion rate: maintaining the conversion rate from leads to deals closed within 10 days. Min/Max [insert target percentage] - Customer Acquisition Cost (CAC): A division of the marketing and sales costs incurred to acquire a customer over a 10-day period. Min/Max [insert target percentage] - Return on Investment (ROI) is the ratio of income to the total cost/effort within 10 days. Min/Max [insert target percentage] We value your time and ours, so we'd love it if you answered our questions clearly and uncluttered! If you have any questions or require further information, do not hesitate to contact us. We look forward to your response!
2 days ago12 proposalsRemote