Interaction Crm Projects
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opportunity
CRM enrichment project
We need to build (and continually develop) a prospect list of ACTIVE/VALIDATED email addresses, for specific (marketing/sales) roles within our target companies. We need to find a partner who can deliver a certain number (200-400) names/email addresses per week. (We will agree a weekly rate.) We propose to supply company names/domain names - and you will locate contacts, with validated email addresses (using an appropriate validation tool) to ensure we're not impacting our email delivery. (You don't need to send emails - we do this via HubSpot and other platforms.)
4 hours ago16 proposalsRemoteCustomer Service Rep: Client Interaction & Workflow Optimization
I'm hiring a freelance customer service representative to join my team. Responsibilities include managing client communications, booking meetings, optimizing workflows, and ensuring high-quality service delivery to achieve business objectives. Responsibilities: - Respond to client messages and calls promptly and professionally - Schedule and coordinate online meetings efficiently - Streamline workflow processes to enhance productivity - Deliver exceptional service to clients to meet organizational goals Requirements: - Excellent written and verbal communication skills - Strong organizational and multitasking abilities - Proficiency in communication tools and software - Problem-solving skills and attention to detail - Previous experience in customer service or related roles preferred I'm offering a competitive rate of $21 per hour for this freelance position.
3 days ago24 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.
2 days ago12 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.
a day ago72 proposalsRemoteExpires in 28opportunity
LinkedIn Sales Navigator Expert (Client Acquisition Focus)
I'm looking to improve my skills in LinkedIn Sales Navigator and CRM to boost my client acquisition efforts. I'm familiar with Sales Navigator but want to become more proficient in: • Advanced Search Strategies: Finding the ideal audience for lead generation. • Effective Lead Management: Saving, organising, and nurturing leads efficiently. • Social Listening: Utilising Sales Alerts and features to identify potential clients based on specific criteria (job changes, new content, etc.). • CRM Integration: Streamlining communication and data management with my CRM system. What I Need: • A Sales Navigator & CRM expert to assess my current skills and create a personalised training program focused on the areas mentioned above. • Clear communication and a flexible schedule. • Experience in helping others achieve similar goals with Sales Navigator and CRM. • Understanding of how to leverage these tools for client acquisition. Proposal Requirements: • Outline your hourly or project rate. • Estimate the time commitment for training. • Explain your approach to tailoring a program to my specific needs. I'm eager to learn and improve my skills to reach my client acquisition goals. Let's connect! P.S. I'm a fast learner and highly motivated to take my skills to the next level.
3 days ago11 proposalsRemoteMS Dynamics 365 Online CRM : Custom Entity Development
I am developing a custom entity to handle contracts within our business (80% complete in Sandbox). I require assistance with some of the set up of some of the relationships between the main entity, it's sub entities an core CRM entities including Accounts, Contacts and Addresses. Also some assistance in nuancing the approval workflow. Looking for an experienced CRM developer to work collaboratively with me to complete the project. I estimate 3-5 days spread over the month of May in half day slots.
2 days ago12 proposalsRemoteopportunity
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
13 days ago16 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.
15 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.
a month 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.
8 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.
22 days ago18 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
7 days ago21 proposalsRemoteopportunity
Children's Book on Internal Health Development
Description: We are seeking a talented and creative illustrator to collaborate on a captivating children's book targeting readers aged 9-12 years old. This book aims to explore the concept of internal health development through the lens of eight sacred postures, depicted through the engaging interaction between two main characters: an Eagle and a Monkey. Overview: The narrative revolves around the transformative journey of the Monkey, who becomes the student of the wise and powerful Eagle. Through their conversations and interactions, the Monkey learns invaluable lessons about stillness, internal power, and the ability of the spirit to soar. Each of the eight sacred postures represents a key aspect of this journey towards inner harmony and vitality. Illustration Requirements: We look forward to receiving your submissions and collaborating with a talented illustrator to create a transformative and visually captivating book that inspires young readers on their journey to inner well-being and growth.
a day ago30 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.
a month ago22 proposalsRemoteAssistente administrativo
Suggested Project Description Option 1: We are seeking a bilingual administrative assistant to support our growing sales and client services team. The ideal candidate will be fluent in both English and Portuguese with at least three years of experience in a customer-facing role. Primary responsibilities will include managing incoming enquiries via phone and email, scheduling appointments, processing orders, updating client records in our CRM system, preparing reports and correspondence, and providing general admin support to the sales and account management teams. Strong organizational skills and attention to detail are essential as you will be the first point of contact for our clients. As an ambassador of our brand, exceptional customer service skills and the ability to build relationships are a must. Experience with sales processes, order management systems and CRM software is preferred. The successful applicant will have solid computer skills including proficiency in Google Workspace/MS Office suite and experience working in a fast-paced environment. This is a full-time role working from our office Monday through Friday between 10:00 am to 7:00 pm. The starting salary for this position is $600 per week. We offer a collaborative work environment and opportunities for professional development. If your background and qualifications match what we require for this key position on our team, we welcome you to submit your application and portfolio for consideration. We look forward to reviewing your submission.
a day ago3 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.
20 days ago15 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).
14 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.
9 days ago45 proposalsRemoteExpires in 21opportunity
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
a month ago42 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.
13 days ago16 proposalsRemote