ERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
Suitecrm for realestate
We are looking for a Suitecrm expert to implement and customize Suitecrm for our real estate business. The project includes the following tasks: 1. Implementation of Suitecrm with the required modules and features for real estate management, including lead generation, property listings, customer relationship management, and reporting. 2. Customization of Suitecrm to meet our specific business needs, including custom fields, workflows, and reports. 3. Integration with other third-party applications such as email marketing platforms, accounting software, and property listing websites. 4. Training our staff on how to use Suitecrm and provide ongoing support and maintenance. The ideal candidate should have extensive experience with Suitecrm implementation and customization, as well as a strong understanding of real estate management processes. They should be able to work independently and as part of a team, and have excellent communication and problem-solving skills. If you are a Suitecrm expert and are interested in this project, please submit your proposal with a detailed breakdown of the tasks you will perform, your estimated timeline, and your pricing. We look forward to hearing from you.
3 days ago14 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.
3 days ago17 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
Gohighlevel Automation - Estate Agents Lead follow up
Good Evening, I need a Gohighlevel or similar automated workflow for my estate agents business, the work flow requires email parser, email & sms, conversational AI, appointment scheduling, calls and voicemails. I would like the buyer to be able to select a date / time to view a property then the system texts the owner (vendor) of the property to see if that time suits, if it does and they agree then the system confirms the appointment between the buyer and seller, if the seller cannot do that time it prompts them to suggest another time and sends back to the buyer, who hopefully will then agree. once agreed then the viewing is confirmed, if it still is not agreed then it prompts a call to our estate agency to mediate and organise the viewing appointment manually like we currently do. I am happy to do a zoom / discovery call to explain the steps and triggers Thanks Will
12 days ago18 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 proposalsRemoteopportunity
Sharepoint, Teams Expert
ood Morning I urgently need live help with understanding and working with sharepoint, Azure AD, Teams. We have moved our server into a site on Sharepoint and trying to share and use access rights to link with teams and sharepoint and one drive, but i have used access rights to allow a folder to be seen by a group and its just not appearing any where on the user im using. i have one site and then all folders in the site with a few documents at top level, i have given full access to everyone for 2 folders, i have then linked sharepoint of the site to Teams, however nothing is showing in teams. and if you open in new window it opens the whole server but i have added access rights. we also have setup teams to do this but both ways are not working. has to be live help now with an expert. RECENT UPDATE, I HAVE NOW WORKED OUT HOW TO REMOVE PARENT PERMISSION AND INHERENT AND HAVE REMOVED ALL ACCESS OTHER THAN OWNERS I CAN NOW ADD PER USER, NOT GROUP. NOT SURE IF POSSIBLE BUT USER BUT THE TAB FOR SHAREPOINT IS NOT LOADING IN TEAMS WITH THE DATA, BUT IF YOU RIGHT CLICK AND OPEN IN NEW WINDOW, IT OPENS SHAREPOINT AND DATA IS CORRECT THERE, ANY IDEAS?
a month ago12 proposalsRemote
Past Projects
Microsoft Dynamics 365 F&O finance Functional consultant
Required Skills/Experience: Should have 8+ years of Experience 5+ years of MS Dynamics 365 Finance & Operations experience 5+ years of Business Analysis, consolidating requirements, and Documentation 5+ years’ experience in customizing and configuring Dynamics 365 Finance & Operations 5+ years’ experience with extending D365 1+ years architecting solutions 1+ years of data migration experience (into D365 F&O) 1+ years reporting in D365 F&O Excellent interpersonal, facilitation, oral, and written communication skills. Strong analytical and problem-solving skills Intermediate to advanced use of office automation tools including MS Word, Excel, PowerPoint, Vision and Project.
Communication between prestashop and danea easyfatt (ERP)
This project involves establishing bidirectional interoperability between a PrestaShop e-commerce platform and a Danea Easyfatt enterprise resource planning (ERP) system for product inventory synchronization. The goal is to streamline updating of key product metadata like pricing, stock levels and availability status between the two disparate systems on a continuous basis. While an existing module facilitates integration for the ERP's management functions, it does not adequately support products with multiple configurable attributes. As the client's catalog comprises over sixty distinct attributes across all offerings, a more sophisticated integration solution is needed to ensure accurate reflections of complete product records between the digital storefront and back-end order fulfillment applications. An experienced developer well-versed in APIs is sought to design and implement a custom integration utilizing the interface protocols of both systems. This will allow synchronized updates of multi-dimensional product datasets to optimize inventory management and prevent inconsistencies between the client's online shopping presence and internal order processing workflows.
Pipedrive CRM Setup + Sales Funnels
We are seeking an experienced CRM Pipedrive Manager to set up the tool and create a few sales tunnels for our Architecture practice. The ideal candidate should have a strong understanding of Pipedrive and its capabilities, as well as experience with setting up and managing sales funnels. Responsibilities: - Set up Pipedrive with all necessary configurations, including custom fields, pipelines, and tags. - Create and manage sales funnels to automate the sales process and increase conversion rates. - Train team members on how to use Pipedrive and manage their sales funnels. - Analyze data and track performance to optimize sales funnels and improve overall sales performance. - Collaborate with other team members to identify new sales opportunities and develop targeted marketing campaigns. Requirements: - 3+ years of experience with Pipedrive. - Strong understanding of sales funnels and their implementation in CRM systems. - Experience with setting up and managing custom fields and pipelines. - Excellent communication and interpersonal skills. - Ability to work independently and as part of a team. - Strong analytical and problem-solving skills. If you are a highly motivated and experienced CRM Pipedrive Manager, we would love to hear from you. Please submit your resume and a cover letter outlining your qualifications and experience for consideration.
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Salesforce Pardot Email Automation
I seek an experienced Salesforce consultant well-versed in Pardot configuration and email automation best practices. The selected freelancer will build out Account Engagement programs, skillfully manage user permissions and permission sets, craft dynamic automation workflows utilizing lists and sales funnels across TOFU, MOFU and BOFU user journeys. Tracking and analytics implementation will be prioritized to provide insights into email performance. DNS entries must be verified for proper email delivery and the consultant should proficiently integrate third-party applications via Connected Campaigns to facilitate campaign attribution. As our existing MarTech stack includes the Anthropic Einstein application, the freelancer is expected to leverage its capabilities during Pardot configuration. Process documentation outlining recommended procedures, permission guidelines and campaign frameworks implemented will be provided. A solid understanding of marketing automation, permissions management and connected technology onboarding is required to successfully realize this project's objectives. Engagement studio / journets / segmentation / dynamic list / support in setting and developing robust analytics ASSET Management Campaign management and personalised content: Create and stage all marketing assets including modular email / newsletter templates, forms and form handers, landing pages, social media. The team must be well versed to leverage social media tools such as LinkedIn and instagram to enhance our marketing efforts. Many thanks
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Zoho One - CRM / Campaigns and Marketing Automation
Brief for ZOHO One - CRM / Campaigns and Marketing Automation • 3 x Email Marketing templates – inline with our website layout and branding • Set up of email campaigns to 3 segmented groups from our CRM • Support on delivery of first email campaign and feeding into CRM leads • Creation of PDF for downloading on social media to feed into marketing automation
Custom CRM Requiring New Functions - Turnover time 24 hours
Our company, Ultimate Sync Access, requires enhancements to our custom-built CRM system that empowers membership access for our clientele. The existing solution provides a solid foundation, however further functionality is needed to optimize processes and take advantage of emerging opportunities. Specifically, we seek a skilled developer to review requirements documented in our project briefing and implement new features within a compressed 24-hour timeframe. The additions cover areas like profile management, personalized notifications, and reporting tools. Quality execution is critical as the updates must integrate seamlessly into the current platform. The right candidate will have extensive experience customizing leading CRM platforms according to detailed specifications. We value precision, speedy turnarounds, and exemplary communication throughout this urgent initiative. If you possess the proven technical and client services skills for a project of this scope, within tight deadlines, please review the attached requirements overview. We welcome proposals from independent contractors able to start work immediately. Our team is ready to provide thorough onboarding and assistance to ensure success. Let's work together to enhance customer relationships through innovative features that drive real business impact.
Custom CRM Platform Needs Edits / Management
Ultimate Sync Access has recently rebranded and built a custom CRM members platform. There are a few revisions and additions we would like to make, also will require someone who has excellent attention to detail, has a good vision for what a project should include, also aware of security measures. We currently require the following edits as soon as possible. Ideally with a 24 hour deadline. https://docs.google.com/document/d/1Y4LWSMci7GWsNUdBV5BsdawqAqDTk1-VS0ZtSw9Euf8/edit?usp=sharing
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I need some forms created in Joblogic
Hi I need some input forms created in Joblogic. User must have prior knowledge of Joblogic. Chris
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Zoho CRM Enhancement
We are seeking a freelancer to assist us with enhancing our Zoho CRM system. Specifically, we are looking for improvements in appointment management and customer communication. Our current appointment management system is inadequate, and we need a more efficient and user-friendly solution. We are interested in exploring options such as scheduling software or integrating Zoho CRM with a calendar app. In addition to appointment management, we also need to improve our communication with customers regarding upcoming installation appointments. We want to find a way to send automated reminders and updates to keep customers informed and up-to-date. We are open to suggestions and recommendations on how to enhance our Zoho CRM system. We are looking for a freelancer who has experience with Zoho CRM and can provide us with practical solutions that meet our needs. If you are interested in this project, please provide us with your proposal, including a breakdown of the costs and timeline for completion. We would also appreciate it if you could provide us with some examples of your previous work or references that we can contact. Thank you for your interest in this project, and we look forward to hearing from you soon.
Zoho Email Templates
Hi We need 5 emails created which automatically take emails from our forms, enters them into our database and emails them * straight away * after 3 days * after 7 days * after 14 days * after 28 days * then monthly It will need to exclude anyone automatically who becomes a client. You will need to design each template. Thanks
urgent
I need to design & implement a salesforce CRM system
We don't have a CRM at the moment but need to implement urgently. i would like to use sales force. at the moment there are no integrations needed but i would like to plan the system to future proof it from the beginning.
MS 356 - MS Form for Holidays, Approval and input into Outlook
In essence just hand hold / help us to do the below in a live session. 1) MS Form for HOLIDAYS 2) Approval of FORM 3) INPUT dates into OUTLOOK. https://powerusers.microsoft.com/t5/Building-Flows/Holiday-MS-Forms-to-Approval-Add-to-Outlook-Calendar/td-p/1200939
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Workflow Automation / CRM
We need someone to build workflow automation / CRM in Hubspot (preferably a certified partner) to allow us to track applications from start to finish as well as track salespeople and suppliers etc We want to work with someone who is based preferably in Scotland and will take calls not communicate via email Depending on what quotes we receive we may interview, to allow us to get the correct partner as we have other projects that need to be completed
Odoo setup and ongoing support
My business recently setup an Odoo Online subscription. We need assistance with: - Ensuring settings are correct - Linking our business emails to Odoo - Ongoing assistance as we use the system more (e.g. email templates