ERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
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Seeking Testers for Social Media App - iOS/Android Edition
I am seeking 3 testers from the USA, Canada, and UK for a social media app available on both iOS and Android platforms. About the App: The app is a free social media platform designed for property owners or investors. To participate in the testing process, candidates should either own properties themselves or obtain approval from property vendors. Requirements: 1.Testers can sign up for the app using usernames and are not required to disclose the real names of property vendors. 2.Upon sign-up, candidates should engage in social interactions within their neighborhoods to endorse a proposal on the app. This proposal could be for a property mega lot sale (collective sale) campaign or a petition for rezoning in the local community. 3.To qualify full amount payment, a tester must secure at least one endorsement from their neighborhood to support the proposed campaign or petition. 4.Candidates must create a proposal with valid data in accordance with the instructions provided on the app's YouTube channel. For guidance on how to create a campaign proposal, please refer to the "How to Create a Campaign Proposal?" video on the channel named "Crowdzoning." 5.Delivery Time:30 days;
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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
a day ago17 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
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
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?
18 days ago12 proposalsRemoteOdoo Custom Development
Our business uses Odoo online. We provide aged care services. We use subcontractors to perform the work. We are looking to increase the functionality of Odoo to manage these subcontractors. Some of the tasks needed include: - Vendor Portal: * Supplier self-registration (we currently use google form) * Sign Subcontractor agreement using Odoo Sign. * Supplier upload compliance documents with expiry date. We need to be notified when the documents are due to expire, as this is important. * Log Shift notes (currently Google Form) * Supplier upload invoices * Send new jobs to suppliers to see if they are interested/available. We have created Odoo forms on the website but we are not sure how to link them into Odoo to be useful. I will provide Google form and Odoo links directly to applicants. If our current licensing is not suitable for this then we are open to discuss what changes are needed. Kind regards
25 days ago16 proposalsRemoteWe are looking developer erpnext or odoo
Having plans to streamline our business processes, I'm in need of a proficient expert in ERPNext and Odoo. The professional should possess the following skills and experience: - We are interested in migrating to Odoo or erpnext open source and have several requirements: 1)We need to customize their database to suit our needs. 2)We are open to developing additional models as required. 3)We expect you to create APIs, or we can provide them for both push and pull functions. 4)Customizing reports according to our specifications is essential. 5)We will provide APIs with formulas for implementation either in the database or within the API 6 minimum experience 5 year itself for display purposes. If feasible, we are open to freelance or part-time arrangements. Please provide your expectations.
a month ago15 proposalsRemoteopportunity
Custom LMS Development for UK-Based Support Worker Agency
We are a UK-based company specializing in providing support workers to clients in the jobless sector. We are seeking an experienced web developer to design and develop a custom Learning Management System (LMS) from scratch tailored to our specific needs. The LMS should incorporate compliance checks, employee onboarding processes, and HR facilities seamlessly into its functionality. Key Features Required: 1. Custom Learning Paths: Ability to create tailored learning paths for different roles within our organization. 2. Compliance Checks: Automated compliance checks and reminders to ensure adherence to industry standards and regulations. 3. Employee Onboarding: Streamlined onboarding processes including document submissions, training modules, and induction materials. 4. HR Facilities: Features for managing employee records, performance evaluations, and leave requests. Additional Requirements: • User-friendly interface for both administrators and employees. • Integration capabilities with existing systems or APIs. • Mobile responsiveness for accessibility across devices. • Robust security measures to protect sensitive data.
a month ago32 proposalsRemoteCustomizing an Odoo module – “Customer Support”
This project involves customizing an existing Odoo module to track ticket progress visually. The module in question, "Customer Care", currently does not display each support ticket's stage of completion on the main overview dashboard. The goal is to configure an integer progress bar widget within certain views to continuously track where each ticket stands. Specifically, integer fields will need to be added to the relevant models to store Progress percentages for tickets. Then, custom templates must be designed for related views like the ticket list and form, embedding the new progress fields. Styling and valid values for the progress bar widgets also require definition. Testing across devices and access levels is important to ensure the customized views function smoothly for all users. Overall the objective is to provide agents and managers a clear at-a-glance indication of progress for every open ticket, helping optimize work throughput and priority management. A strong understanding of both the module's current data structures and capabilities of the studio app are essential. The solution should integrate cleanly and avoid breaking any existing functionality or workflows. Documentation of all changes will allow for easy maintenance going forward.
a month ago11 proposalsRemote
Past Projects
ERP CRM progrom development
I am looking for a skilled developer to create a desktop software for our ERP CRM program, with a focus on inventory management. Key Features: - Inventory management system to track and manage stock levels, orders, and deliveries - Integration with sales and lead management to streamline the sales process - Customer service and support functionalities to ensure prompt and efficient customer assistance Platform Preferences: - Desktop software: We require a solution that can be installed and accessed directly from desktop computers. and over the cloud Number of Users: - The ERP CRM program will be used by 11-50 users within our organization. Skills and Experience: - Strong knowledge and experience in developing desktop software with inventory management capabilities - Proficiency in ERP CRM systems and their integration with inventory management - Understanding of sales and lead management processes - Ability to create a user-friendly interface for efficient customer service and support If you have the skills and experience needed for this project, please submit your proposal. Motorhaus Garage, a distinguished player in the manufacturing of kit car kits featuring fiberglass and metal components, seeks proposals for the development and implementation of a comprehensive Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) system. Project Scope: As Motorhaus Garage expands its operations, the need for a tailored ERP/CRM system becomes paramount. The chosen system should seamlessly integrate and optimize various functions, including production, inventory management, financials, and customer relationship tracking. Key Requirements: The desired ERP/CRM system should cover a spectrum of functionalities, including product lifecycle management, materials resource planning, inventory and warehouse management, CNC machinery integration, quality control, production planning, order management, supplier relationship management, financial management, payroll, expenses, invoicing, chart of accounts, market planning, events, activations, engagements, partnerships, customer relationship management, business intelligence, reporting, compliance tracking, mobile accessibility, e-commerce integration, scalability, workflow automation, and user training and support. Proposal Submission: Interested ERP/CRM solution providers are invited to submit their proposals by [insert due date]. Proposals should detail system architecture, implementation timeline, user training, ongoing support, and cost estimates. Selection Process: Proposals will be assessed based on alignment with specific requirements, experience in the automotive manufacturing sector, and cost-effectiveness. Shortlisted candidates may be invited for presentations and discussions. Motorhaus Garage looks forward to engaging with a forward-thinking ERP/CRM provider to enhance operational efficiency and support continued growth.
To develop a new CRM system for a start-up
We are a dynamic startup specializing in copper recycling, committed to maximizing value from used electrical copper wires. Our streamlined business model involves acquiring wires at competitive rates, processing them to extract copper from plastic, and selling the refined copper at premium prices. While we boast an established supplier network, our primary focus now is to expand our clientele, emphasizing the acquisition of new customers. To facilitate our aggressive growth strategy, we need a robust software solution that not only tracks and manages sales with new clients but also identifies and secures potential customers. We're looking for a CRM (Customer Relationship Management) system tailored precisely to our business needs, prioritizing sales generation and client acquisition. Responsibilities: - Establish a customized Zoho CRM account tailored to our venture's unique requirements. - Customize the CRM to align with the early-stage operations of our business. - Implement features aimed at expanding our client base while maintaining organized operations. - Enable efficient client follow-up and effective deal closures. - Prioritize the discovery and acquisition of new clients through the CRM system. Skills Required: - Proficiency in CRM development tools and technologies. - Experience in creating customizable and intuitive user interfaces. - Strong problem-solving skills and the ability to translate business requirements into technical solutions. - Proven track record in developing secure and scalable software applications. We're looking for a dedicated professional who can bring fresh ideas to the table and is passionate about crafting a CRM system that empowers our startup's growth.! If you possess the expertise and experience in Zoho CRM, especially in leveraging the SALES INBOX application, we'd love to hear from you.
Go High Level Expert (Remote Work)
Job Type: One-Time Project (Potential for Future Projects) Position Overview: As a Go High Level Expert, you will play a pivotal role in streamlining our business operations through the implementation of advanced automations, custom coding solutions for design optimization, and A2P (Application-to-Person) verifications. This is a one-time project with the potential for future collaborations based on successful project delivery. Qualifications: Priority: Excellent english communication and collaboration skills. Proven experience as a Go High Level Expert with a strong focus on automations and custom coding. Proficiency in A2P verifications and related technologies. Solid understanding of design principles and the ability to implement custom coding for visual optimization. Strong problem-solving skills and the ability to work independently.
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Excel CRM programme - debugging & new forms
Excel debugging required plus: - existing manufacturing gantt chart to also be loaded on dashboard page - debugging of all user/data entry forms - create windows install .exe file to download programme - ensure no error messages show and file does not 'stop' if any user errors - Adjust and debug code to allow printing (pdf) of - sewing sheet, Order breakdown, SO, PO, BOM & Delivery note - Adjust and debug code to allow printing (pdf) of Design Sheet and saving copy to folder in One drive - create code to email customers/contacts direct from programme (adding attachments, ie. Design Sheet etc)
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Sales Emails Reporting - Hubspot SME
Hi We use Hubspot to send an array of emails to many different companies, they change in type and also we target different companies, geographies and levels of seniority. We are looking for a report that can help us work out, which targets are responding best to which types of emails - can you help with this please? Charlie
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Hubspot Reporting SME
I need a reporting expert with great experience working with Hubspot. We send a variety of sales emailed to various companies, often changing geography, level of seniority or company type - and we want a report that gives us insights to what has been successful.
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Looking for a skilled developer to create an ERP/CRM system
We are looking for a skilled developer to create an ERP/CRM system with a focus on customer support. The ideal candidate should have experience with Salesforce and be able to integrate the system with our existing software. Key functionalities needed include: - Customer support features to manage and track customer inquiries and issues - Integration with existing software to ensure seamless communication and data sharing between systems Experience with Salesforce and knowledge of integrating ERP/CRM systems with existing software is crucial for the successful completion of this project.
Zoho CRM Expert
I need a high level developer who can help me in Zoho CRM project. It should be integrated with FramePoint API for some business functionalities. Feel free to dive me. Thanks. Sander.
Need a Sales Force expert
Hi, I am looking for a sales force expert to do the attached task. Please share your proposal with timeline and quote. Thanks Deepak
opportunityurgent
Hire students to UK
I want Wordpress website which my customers can create an account and upload pdf documents and both customers and admin receive notifications and I can give access to other third party to selected accounts to the third party,
Salesforce developer
We are a garden rooms company (www.smartspaces.c.uk) and have a new website. We need the forms to be integrated into Salesforce so new leads come in with the all the information on the forms. The fields already exist in salesforce to link with. There are 4 forms to integrate. We also want a welcome email to go out once a new lead is submitted. We will want other ongoing work, but this is the priority We want someone who is Salesforce Dev Certified
SAP Business One to WooCommerce
*** Please read before you bid, we require someone to Sync our on Premis SAP Business One with WooCommerce. Without reading do not bid as this is important for us.