ERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
featuredopportunitypre-fundedurgent
Webflow to Shopify rewrite with CMS/Ecoms of existing website
We are currently in the process of migrating a website from Webflow to Shopify. Using Udesly, we've already converted the website to Shopify. The front-end of the website has been smoothly transitioned, but we've encountered several issues that require the expertise of an experienced Shopify developer to resolve. Here are the problems: 1. The front-end is well migrated, but the connection to the theme editor is not correct. As a result, we are unable to edit content from the backend of the website. Therefore, the front-end requires to be properly linked to the theme editor. 2. Not all Webflow collections and existing functionalities were correctly migrated during the transfer. In summary, everything should be editable from the theme editor. This is how the website currently looks on the Webflow environment: https://www.evitavonni.com/. We need the website to be rewritten in Shopify to exactly match the current site but with CMS in shopify and ecommerce functionality. Before proceeding, we'd like to schedule a meeting with you to discuss the necessary tasks and hear your expertise on how you would approach this.
Looking for a CRM consultant
Description: We are seeking a highly skilled CRM consultant to join our team and collaborate on the development of workflow recommendations for our rapidly expanding company. Our goal is to create an efficient platform creating powerful marketing automation workflows, and integrating our CRM to supercharge our sales and marketing efforts. Key Features • Client Portal: Easy-to-access, customizable dashboard with activity updates and essential tools for communication, collaboration and branding. • Onboarding Automation: Streamlined forms, welcome packages, contracts, and payments. • Online Scheduler: Calendar integration for appointment management. • Surveys: Immediate and follow-up surveys for client feedback. • Funnel Building: Lead generation processes for client acquisition. • Email and SMS Marketing: Automated campaigns for client engagement. • Social Media Management: Brand visibility and client interactions. Responsibilities The consultant will: 1. Detail the optimal client workflow with a flow chart. 2. Articulate how each workflow phase will be impacted and automated. 3. Discuss the scalability of the solution for future long-term growth. If you are a skilled CRM consultant with a passion for driving efficiency and growth, we encourage you to apply for this exciting opportunity.
5 days ago16 proposalsRemoteopportunity
Netsuite - Development
We use Netsuite now for our CRM and need some help with setting up the below list in the system. • Integrate website leads into NetSuite ( with allocation permission remaining with the Sales Manager) our website is on a Shopify platform. • Manual entry of leads received from a direct call. • Visibility of the lead/deal journey • Ability to highlight hot jobs for the month over a certain $$ value. • Reporting matrix ( Spend less time reconciling spreadsheets and more time strategizing) • Set up templates for standard proposals, so that the sales team can add items out of the system and send out of the system.
5 days ago20 proposalsRemoteSuitecrm 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.
8 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.
9 days ago18 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
13 days ago73 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
17 days ago18 proposalsRemote
Past Projects
opportunity
Google Sheets & Excel Consolidation
Looking for a Google Sheets and Excel Expert who can help consolidate different existing spreadsheets for workflow and project management in the construction industry. Would like to consolidate onto Google Sheets so that the system can be easy to manage and scale. Currently projects management data include quotes, bills of lading, purchase orders, time sheets. There are different users involved with the workflow that include the foreman, shipper and bookkeeper. Would like to build a process to automatically generate weekly reports by job and globally. This can turn into a long term collaboration towards building a workflow and project management system that can be expanded using Google Sheets. Alternative recommendations are welcomed.
Salesforce Customization for Clinical Laboratory
The company I work at Precision Health Solutions (www.precision-healthsolutions.com) is in need of customization support for our Salesforce account. We have unique needs for reporting and tracking as well as account management and we also want the mobile experience to be better for our sales team to easily keep up with the CRM while visiting clients on the road. Not really sure what options are out there, but I am interested in exploring freelancers that can help or organization customize the CRM. I listed this as an hourly rate. Please let me know how long a customization would potentially take.
opportunity
Human Resources Management Tool
Dear all, I would need to develop a recruitment tool which will allow me to manage a recruitment cycle, from budget approval, interview processes, testing, hiring and overall budget and cost control. Here are some few development areas we would need to consider 1. The tool must be able to manage employees (benefits, payroll, travels, taxes, leaves, allowances etc.) 2. The tool must be able to post job advertisements on different platforms i.e. social media, LinkedIn and others for candidate attraction. 3. The tool must include a section for E-Learning, meaning that the testing part must allow data collection, must provide the possibility to upload content for learning purposes and from there conduct tests. monitor progress, provide scoring, and completion certificates. We must be able to use this section as a planner for training that could take place outside of the tool keeping a view on budget consumption. 4. The tool must be able to manage an entire recruitment cycle, from receiving and storing applications, sorting them out with prequalifying criteria's (screening questions, assessments), following up on interviews, prepare offers, generate contracts and finally manage the new employee (points1-3). Incumbents will be prepopulated. 5. Tool must allow multilingual use 6. We will be working on the website to allow presentation of my services and candidates to browse through jobs and apply. Should you be able to assist please reach out and let's make it happen - I am flexible on the ways of collaborating and time for development.
opportunity
Packing Slip app for windows
Hi i m looking to get an app build for windows for creating packing slips. Save/Email where it will open outlook with attached and prefilled email based on bill to info.
Small booking Script
To address the user's request for a PHP web-based application with three types of accounts, I'll outline the design and implementation steps for the project. This project will be a simple car cleaning service management system. Project Overview: 1. Database Design: • Tables: • Users (for all three account types) • Bookings • Services • Relationships: • Each user has a role (1st, 2nd, or 3rd account). • Bookings are associated with a user. • Services are linked to bookings. 2. User Authentication: • Implement a user authentication system for three account types using PHP sessions. 3. User Interface: • First Account (Booking): • Form to input car details, select a service, and provide the required completion date and time. • Backend validation to ensure all necessary information is provided. • Insert the booking into the database. • Automatically get time of the submission • Show estimate time required to complete the booking • Second Account (Manage and Complete): • Display a list of all bookings, sortable by priority. • Ability to mark bookings as completed. • Ability to add comments. • Third Account (Admin): • User management (add/remove accounts). • Manage Services: add, remove, edit • View the job list, history of completed jobs, and statistics. SERVICES: - Services needs to have: Name, Average Duration in hours 4. PHP Backend: • Use PHP to handle form submissions, database interactions, and user authentication. • Organize code into functions and classes for readability and maintainability. 5. Security Considerations: • Implement input validation and sanitization to prevent SQL injection and other security vulnerabilities. • Use prepared statements for database queries. 6. Styling: • Apply CSS for a clean and user-friendly and mobile friendly interface. Implementation: 1. Database Setup: • Set up a MySQL database with the necessary tables and relationships. 2. User Authentication: • Implement a PHP session-based authentication system. • Assign roles to users during registration. 3. User Interface: • Create HTML forms for each account type with appropriate input fields. • Use JavaScript for client-side validation. 4. Backend Logic: • Write PHP scripts to handle form submissions and interact with the database. • Implement sorting and completion marking logic for the second account. 5. Security: • Validate and sanitize user inputs. • Use prepared statements for database queries. 6. Styling: • Apply CSS for a responsive and visually appealing design. Thought Process and Innovations: • User Roles: Assigning roles to users allows for seamless differentiation between the three account types, ensuring that each user has access to the appropriate functionalities. • Prioritization: The ability to sort bookings by priority in the second account enhances the efficiency of managing tasks. • Dynamic Statistics: Implementing dynamic statistics in the admin panel provides insights into the system's performance. If you are interested - please send me an estimated time to finish the project. Thanks
opportunity
I need to build a bookkeeping and accounting CRM
Hi, I need to build a CRM for bookkeeping and managing users data and invoices, something like native teams and hit pay. No app at this stage Users sign up, get verified and start using the software. They can add their invoices and receipts, lodge their incomes and outcomes, enter and manage data. CRM includes invoice management where users can generate invoices and send payment requests and get paid Users can also send payment links to get paid Full document available upon discussion The software will be linked to 3rd party payment processor like authorize.net to process payments There are fees included in using the software, users sign up for a free trial then pay for every member, addons are available and admin takes a commission out of the withdrawls Please discuss for further assistance Price to be negotiated
Small booking Script
To address the user's request for a PHP web-based application with three types of accounts, I'll outline the design and implementation steps for the project. This project will be a simple car cleaning service management system. Project Overview: 1. Database Design: • Tables: • Users (for all three account types) • Bookings • Services • Relationships: • Each user has a role (1st, 2nd, or 3rd account). • Bookings are associated with a user. • Services are linked to bookings. 2. User Authentication: • Implement a user authentication system for three account types using PHP sessions. 3. User Interface: • First Account (Booking): • Form to input car details, select a service, and provide the required completion date and time. • Backend validation to ensure all necessary information is provided. • Insert the booking into the database. • Automatically get time of the submission • Show estimate time required to complete the booking • Second Account (Manage and Complete): • Display a list of all bookings, sortable by priority. • Ability to mark bookings as completed. • Ability to add comments. • Third Account (Admin): • User management (add/remove accounts). • Manage Services: add, remove, edit • View the job list, history of completed jobs, and statistics. SERVICES: - Services needs to have: Name, Average Duration in hours 4. PHP Backend: • Use PHP to handle form submissions, database interactions, and user authentication. • Organize code into functions and classes for readability and maintainability. 5. Security Considerations: • Implement input validation and sanitization to prevent SQL injection and other security vulnerabilities. • Use prepared statements for database queries. 6. Styling: • Apply CSS for a clean and user-friendly and mobile friendly interface. Implementation: 1. Database Setup: • Set up a MySQL database with the necessary tables and relationships. 2. User Authentication: • Implement a PHP session-based authentication system. • Assign roles to users during registration. 3. User Interface: • Create HTML forms for each account type with appropriate input fields. • Use JavaScript for client-side validation. 4. Backend Logic: • Write PHP scripts to handle form submissions and interact with the database. • Implement sorting and completion marking logic for the second account. 5. Security: • Validate and sanitize user inputs. • Use prepared statements for database queries. 6. Styling: • Apply CSS for a responsive and visually appealing design. Thought Process and Innovations: • User Roles: Assigning roles to users allows for seamless differentiation between the three account types, ensuring that each user has access to the appropriate functionalities. • Prioritization: The ability to sort bookings by priority in the second account enhances the efficiency of managing tasks. • Dynamic Statistics: Implementing dynamic statistics in the admin panel provides insights into the system's performance.
Python // Odoo ERP + CRM for small carwrapping business_
First of all, we are a carwrapping company in Barcelona, Spain. Everything here goes in Spanish so the final product will have to be in Spanish (not south-american Spanish). -----> Daremos preferencia a un programador local, en o cerca de Barcelona ciudad para poder hacer visitas con ejemplos visuales etc. We need a custom ODOO model (ERP+CRM) for a small business, specifically a carwrapping and signage company in Barcelona, Spain. We need a system to automate the processes with the cars and clients, history per client and vehicle (or other object like shop, restaurant, helicopter, yacht... anything we may have wrapped with vinyl). This includes the documents to be signed digitally on a tablet by the client when the car is dropped off for example, specifications to what exactly is going to be wrapped and what not, other options like which vinyl is used etc. It's quite a complete kind of business, with not really a standard product but customized services, which makes it more elaborate than just a car parts shop for example. We'd like to include pictures and videos with the client or car files to see the works done on each car, and connect communications like Gmail and whatsapp business. I will include 2 real-life documents (in spanish) and a video of actual work recently done. Feel free to ask for more info, but please present a tangible proposal, a demo already built by you for a similar type of company.
pre-funded
Pipedrive and or Monday.com Set Up + Automation
Hello, We are currently in the need of a CRM. We have 2 current available programms that we are considering: a) Monday.com b) Pipedrive Given that they need extensive set up, I am looking to recruit a proffesional that has extensive knowledge of either Pipedrive or Monday.com in order to set it up so that we can can utilise the software from the get go without loosing time figuring it out. I will provide a list of our steps, tasks that require automation etc, a full overview of all required set up/ operating systems. Just to be clear, I do not need the same freelancer to set up both, I would rather have a freelancer that specialises in either Monday.com or Pipedrive. I would like this project completed asap.
Prop Firm Technology and Forex Brokerage CRM
We are in search of an experienced team with a proven track record in prop firm technology programming to seamlessly integrate advanced prop firm technology and a comprehensive CRM system into our Forex brokerage operations. The project requires a high level of customization, along with flawless data synchronization, ensuring a secure and efficient trading environment. It is essential that you demonstrate your prior experience in prop firm technology programming and provide tangible examples of your work in this field. Furthermore, you must utilize both MetaTrader 5 and cTrader APIs. Please note that further details regarding the exact project specifications will be provided in the complete proposal. We understand that the project's intricacies may require a more comprehensive briefing, and we will ensure that you receive all the necessary information to submit a thorough proposal. Kindly share your qualifications and present examples of your past projects within this specific domain to help us assess your suitability for this project.
opportunityurgent
Salon Customer CRM
Thank you everybody for your proposals we will go through them next week and get back to you Regards John Hi, Sorry if this ends up in the wrong category as I wasn't sure what it falls under. We have a small Salon that has just completed its first year trading and rents space to hairdressers and beauty technicians, we are looking for a small bespoke app or website, with the main priorities and uses if possible being; Branded page /site /app showing spaces available and booked for owner and contractors (owner only to also use for historical reporting and accounting). Automated telephone receptionist integration if possible where calls are taken to our own virtual switchboard that we can edit and control and then messages sent to the relevant contractors listed. Not to be used as automated booking for clients yet but possibly in the future. not sure how the girls would access it or what platform it should be on, there might be something out there that already has all these functions but some of them are a bit overwhelming and expensive, we are open to ideas and would like to work with you to develop it as the business grows. hope this makes sense to somebody Regards John
Hubspot Guidance, Assistance, Support, Help
We are a small team of three, and have utilised the use of HUBSPOT CRM. Over the last 12 months we have built up a reasonable but detailed database and need some regular help with the following :- ** Extracting Data ** Producing Regular Mailshots ** Database Improvement ** Funnel Improvement ** Data Sync So this will be to work regular ideally with a UK Only based Hubspot CRM Specialist who can provide support and work to help up improve our data to make it work better for a better return
Power BI - (1) Balance Sheet
1) Balance Sheet - similar to what you have produced on the P&L (I need to go and map the NL codes first)
opportunity
Scanners advice TC21 Plus Zebra help implement with system
Hello, We have some barcode scanners on need of setting up with our all in one ERP system, due to being extremely busy be very helpful if someone could give us help setting up via email. https://www.thebarcodewarehouse.co.uk/shop/zebra/mobile-computers/tc21/ Link is above of what we have. Best offer gets it. Please only apply if you can help. thanks, Adam