Phoenix - Your AI AssistantERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
ATS Setup & Customization (Jobs, Pipeline, Resume Parsing)
We are looking for a freelancer who can provide or customize an ATS (Applicant Tracking System) for our recruitment process. “We prefer freelancers who already have a ready ATS or have implemented ATS earlier. Custom build from scratch is not required.”
IT Operations Manager-Monthly Contract -1000GBP
Company: FinSafe Limited Mission: At FinSafe Limited, we are committed to protecting individuals from scams and fraudulent activities, ensuring a secure and efficient financial environment. Key Responsibilities: Oversee the onboarding and management of HubSpot CRM. Integrate HubSpot CRM with JustCall Dialer and other platforms such as Zapier and LMS systems. Implement and manage remote software tracking systems like Teramind and Hubstaff. Design and optimize automation workflows to streamline company operations. Collaborate with various departments to ensure smooth integration and functionality across all platforms. Monitor and report on system performance and make data-driven improvements. Requirements: Proven experience with HubSpot CRM and its integrations. Familiarity with JustCall Dialer, Zapier, LMS systems, and remote tracking tools like Teramind and Hubstaff. Strong understanding of automation workflows and process optimization. Excellent project management and collaboration skills. Ability to work independently and remotely. What We Offer: Dynamic and collaborative work environment. Opportunities for professional growth and development. Competitive salary and benefits.
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Technical GoHighLevel (GHL) Consultant
I am looking for a high-level GoHighLevel Specialist to act as a technical sounding board and consultant. This is not a fixed-build project; I am looking for a long-term, "on-call" relationship for ad-hoc advice and logic reviews. The Role: I need someone who understands the "under the hood" mechanics of GHL—not just how to build a form, but how to architect complex, scalable automation. Typical tasks will include: • Workflow Audits: Reviewing and validating logic/architecture before "Go Live." • Troubleshooting: Identifying why a specific trigger or "Go To" step isn't firing as expected. • Best Practices: Advising on snapshot management, custom values vs. custom fields, and API/Zapier integrations. • Technical Q&A: Quick answers on If/Else branching, wait steps, and contact loops. • Mini-Implementation: Occasional small builds or fixes when I’m at capacity. Engagement Style: • Pay-per-use: Hourly or per mini-task. • Response Time: Ability to provide concise, actionable guidance within 24 hours. • Communication: Clear, professional English is a must. How to Apply: Please start your proposal with the word "LOGIC" so I know you’ve read this. Briefly describe the most complex GHL workflow you have built and your typical availability for quick turnarounds.
CRM Automation Specialist (Ad-hoc Contractor)
We're a consultancy in the payments space. We're a remote, dynamic team and rely heavily on HubSpot, automation, and clean process to scale. ⸻ The Role We’re looking for a hands-on CRM Automation Specialist to own, build, and maintain our revenue systems. This is a fractional contractor role, ideal for someone who enjoys fixing real-world operational problems, improving automation, and making data reliable. You will work closely with the founder to translate business workflows into clean, scalable CRM and automation logic. ⸻ Key Responsibilities CRM & Pipeline Architecture • Maintain and optimise HubSpot deal pipelines • Ensure lifecycle stages, deal stages, and ownership rules are consistent and enforced • Improve lead → deal → live customer flow across providers Automation & Integrations • Build and maintain Zapier automations (HubSpot ↔ forms ↔ tasks ↔ follow-ups) • Debug failed or looping automations • Improve reliability, logging, and error handling Data Quality & Reporting • Ensure reports reflect reality (lead to live, conversion rates, SLA tracking) • Reduce manual checks and edge-case failures • Support KPI dashboards for sales & operations Process Translation • Convert real-world workflows into CRM logic (not theory) • Suggest improvements where systems are fragile or unclear • Document automations and logic clearly ⸻ What We’re Looking For Must-Have • Strong HubSpot experience (We currently use starter packages with zapier workflows) • Deep Zapier knowledge (filters, paths, error handling, sequencing) • Experience supporting sales or ops teams (not just marketing) • Comfortable working with imperfect data and evolving processes • Clear communicator — can explain why something works or breaks • Based in UK, Europe or within 2 hrs of BST Nice-to-Have • Experience in payments, SaaS, or services businesses • Familiarity with lead rotation, SLA tracking, and sales workflows • Comfort working directly with founders ⸻ Working Style & Contract • Fractional: approx. 5–15 hours per month • Ad-hoc tasks + ongoing system ownership • Fully remote • Contractor / freelance arrangement ⸻ How We Measure Success • Reduction in automation errors • Fewer manual fixes required by the founder • Cleaner reporting and faster decision-making • Sales team trust in CRM data To Apply, please include: • A short note on your relevant experience • Examples of similar automations you’ve built (brief description or screenshots) • Your availability and pro rata/hourly rate
Project Opportunity: LinkedIn Referral Program
Are you a Binance user or using any other trading app? Great! We have a new opportunity you might be interested in. We’re running a project that helps connect verified LinkedIn account owners with businesses that need brand visibility and outreach support. Your role is simple: Refer people who are willing to participate by allowing the use of their LinkedIn profile under agreed terms. Basic Requirements • LinkedIn account must be at least 3 years old • Minimum 500+ connections • Profile should be active and in good standing • Account owner must give full consent Benefits • Monthly compensation for approved accounts • Referral rewards for each successful signup • Payments available via Binance or other trading apps If you or someone you know meets these requirements, this project could be a great opportunity. Interested? Get in touch with us to learn more and join the project.
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Healthcare AI Safety and Governance Software Platform
We are seeking a software development company to design and build a healthcare AI safety and governance platform intended for use by hospitals and health systems. The platform will support risk management, oversight, and regulatory documentation for AI systems used in patient care. It will not provide clinical decision support or automated clinical decisions. Core capabilities will include: • A registry of AI systems used within a healthcare organization • Structured pre-deployment safety and equity assessments • Post-deployment monitoring for performance degradation and use outside approved scope • Incident and override logging with full audit trails • Governance workflows and exportable, audit-ready documentation The system must be deterministic, auditable, and explainable, with strong access control and traceability. Any AI components, if used, should be limited to documentation or reporting support. This is a regulated, safety-critical software project. Experience with healthcare, medical, or compliance-driven systems is strongly preferred.
HRMS Installation Only – Ready System & Source Code Required
We need a fully functional HRMS (Human Resource Management System). The freelancer must already have a ready-made HRMS application with full source code. This project does NOT involve building HRMS from scratch. Requirements: Freelancer must already have a working HRMS source code/application. Install and configure the HRMS on our company server. Ensure the system is fully operational and tested. The system should include standard HRMS features such as role-based access, attendance & payroll management, admin dashboards, and secure authentication. Budget: ₹4,000 (fixed)
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SuiteCRM - New Install, Design Revamp and Customisation
Overview: We’re looking for an experienced SuiteCRM developer/designer to help us customise a new SuiteCRM 8.9 installation for our sales team. The goal is to create a modern, user-friendly CRM interface that matches our visual designs and delivers a smooth, efficient experience similar to Monday.com and Zoho CRM. Key Objectives: • Install SuiteCRM 8.9 on our web server (latest version). • Build a custom SuiteCRM theme (no prebuilt themes) to match our provided designs. • Streamline the sales process: intuitive in-line edits, pop-up windows, quick lead management that matches the visual styling of Monday.com and Zoho CRM. • Develop and refine multiple modules • Integrate with Google Calendar (2-way), email sync, and lead enrichment APIs (Hunter.io, Apollo, Snov.io, etc.). • Implement duplicate lead checking, user-level access controls, and responsive UI adjustments. • Deliver clean, well-documented, and scalable code. What We Provide: • New SuiteCRM 8.9 installation with full admin & FTP access. • Design files (Design Layouts.pdf) and data structure spreadsheets for fields required in each module. • Example plugins, required fields, and all project assets. Budget: EUR 750.00 Timeline: 3 weeks from project start Deliverable: A fully functional, visually polished SuiteCRM system and theme matching our provided layouts. If you have SuiteCRM 8.x experience, strong frontend/UI skills, and an eye for clean UX design, we’d love to hear from you. After expressing interest, you’ll receive the full detailed brief and assets. English speaking is required — shortlisted candidates will be invited for a short video call to discuss the project before selection.
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Microsoft Dynamics 365 Finance Setup and Config
We are seeking a Finance Data Migration Consultant with a strong understanding of core accounting principles and bookkeeping to set up our Microsoft Dynamics 365 Finance environment. The project involves migrating 18 months of historical data from Sage 50 and configuring specific workflows for Accounts Payable and Employee Expenses. All current historical data relates to our UK entity but we will in due course be operating accounts for UAE and Global as well which needs to be factored into the setup of Dynamics setup. Key Responsibilities 1. Historical Data Migration - Scope: Import approximately 18 months of historical records, primarily focusing on transactional data and payroll journal summaries. - Source Data: We will provide the historical data in 3 Excel files (already exported from Sage 50). You will aid in loading this data into Dynamics 365 Finance, ensuring proper dating and categorization of all opening balances and transactions. - Reconciliation: Perform comprehensive, auditable reconciliation checks between the final Sage 50 reports and the imported Dynamics 365 balances to guarantee zero data loss and absolute accuracy post-migration. 2. Functional Setup Context: We are a largely remote business and therefore require automation of entries into the ledgers in the first instance, and the ability to track invoices or expenses through an approval process – confirming the expense as a valid business expense for services received or goods received, from the correct counterparty and for the correct amount. This needs to be done within the “system” with approvals “signatures” noted electronically within approval limits. - Accounts Payable (Invoice Management): We require a simple, lightweight approach to handle invoices for services subscribed to or products purchased. - Email Ingestion: Setup must include a workflow where invoices sent to a specific company email address are ingested/handled within Dynamics 365. - Employee Approval & Audit: We need a way for employees to either enter items (for expected invoices) or approve invoices that have come in. This must include a simple audit process to track exactly who entered or approved the expense. - Employee Expenses: Configure the Expense Management module (or appropriate workflow) to allow team members to easily upload and submit expense claims for approval Each of these categories can be served by an add-in or configuration of the stand Prerequisites - Proven experience with Microsoft Dynamics 365 Finance implementation and data migration. - Strong knowledge of Sage 50 structures to understand the source data. - Ability to configure email-to-invoice workflows (via standard D365 features, OCR, or Power Automate). Timeline - We are able to have a call to go over the requirements/deliverables if required. - Please provide an outline of your proposal to fulfil the requirements outlined above and an estimated timeline for the full process (Migration + AP/Expense Setup). e.g., 1-4 Days, 1 week.
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Commercial software for Accounting UK
Looking for Developers to Build an HMRC-Compliant Accounting Platform I’m looking for a developer or team to build an online accounting and tax platform similar to Capium/Sage/Apari Software/BaseTax Limited /Blueprint Labs/ BTCSoftware by Bright/CalCal Ltd fully compliant with *HMRC requirements* (Making Tax Digital). Platform Goals: * Enable businesses and accountants to submit VAT, Income Tax, and payroll data digitally. * Support secure digital record-keeping-with audit trails. * Direct API submission to HMRC (MTD-compliant). * Role-based accounts (admin, accountant, client). * Cloud-based document management and dashboards. * Automated calculations for VAT, payroll, and tax returns. * Scalable, secure, GDPR-compliant web application (mobile-friendly optional). Technical Requirements: * Integration with HMRC APIs(sandbox testing first). * OAuth 2.0 authentication for users. * Complete audit logs and secure data handling. * Optional: notifications, reporting, and analytics. What I’m Looking For: * Experience with tax/accounting software or HMRC API integration * Ability to deliver an *MVP first*, then scale. * Portfolio of similar projects. * Suggested tech stack, timeline, and cost estimate. Think Capium + HMRC MTD compliance but modern, user-friendly, and scalable.
I need an expert on CRM custom developpement
Hi i need an expert on Laravel or symphony to create a tool for quotations on our site Stack: PHP / Laravel Objective: Create a system to generate quotes accessible via a secure, unique public URL (without user login), similar to DG-Server tool https://sourceforge.net/projects/dg-server/. We have a competitor using this solution to purpose Quote generation on his website. We have ask to gemini pro and they simulate this technical purpose
Past Projects
Fixing Errors in the Repair Workshop Module of Perfex CRM
I’m looking for a developer with hands-on experience in Perfex CRM to resolve two issues within the Workshop (Repair) module. Please apply only if you have prior experience working with Perfex CRM. The issues are as follows: The system returns a “Page Not Found” error and crashes when attempting to create an invoice. The Technician page fails to load properly.
GoHighLevel Workflow Design – Sequential Multi-Student Logic
I need a workflow design (diagram first, implementation second) for a GoHighLevel automation. PLEASE READ CAREFULLY This job is not just to click together a workflow. You must first design and explain the logic clearly before any implementation. Core requirement A single Form Submitted trigger can include data for up to three students: • Student 1 • Student 2 • Student 3 Each student has: • Programme Selection (dropdown: Mini / Elite / Black Belt / Adults) The workflow must: • Process students sequentially, not as sibling branches • Correctly identify which programme each student selected • Continue from Student 1 → Student 2 → Student 3 • End only once, after all students are processed VERY IMPORTANT – design constraint I do not want a solution that simply uses “Go To” everywhere as a shortcut. I want: • A clear sequential design • Explicit explanation of how branches rejoin the main flow • Minimal and intentional use of “Go To” only where unavoidable • A design that is readable, maintainable, and scalable What you must deliver (Step 1 – BEFORE building anything) 1. A simple diagram or flowchart (can be hand-drawn, Figma, Miro, Lucidchart, or even annotated screenshot) that shows: o Form trigger o Student 1 programme branching o Rejoin point o Student 2 programme branching o Rejoin point o Student 3 programme branching o Final END 2. A short written explanation of: o Why this structure works in GoHighLevel o How execution continues after each student o Where (if anywhere) “Go To” is used and why Step 2 (only after diagram approval) • Build the workflow in your own GoHighLevel account • Provide a screen recording of the final build Account access • You must have your own active GoHighLevel account • I will not provide access to mine • I will not create sub-accounts • I will not upgrade plans for this task
GoHighLevel Workflow Demo – Sequential If/Else
I need a GoHighLevel workflow pattern built and demonstrated. IMPORTANT – PLEASE READ CAREFULLY You must already have your own active GoHighLevel account (Agency or sub-account). If you do not currently have access to GoHighLevel, please do not apply. I will not provide access to my GoHighLevel account, create a sub-account, or upgrade a plan for this task. What you need to do • Build the workflow in your own GoHighLevel test/sub-account • Provide a screen recording showing the full workflow build step-by-step • Explain the logic clearly so I can recreate it exactly in my account Workflow requirements Trigger • Form Submitted (filtered to one form) Logic • Condition Block 1: Programme Selection (Student 1) → is not empty • Condition Block 2 (below it): Programme Selection Student 2 → is not empty • Condition Block 3 (below it): Programme Selection Student 3 → is not empty Critical requirements • Each student must be handled in separate sequential Condition blocks • NO sibling student branches • NO END nodes after Student 1 or Student 2 • ONLY one END node at the very bottom The workflow must allow multiple students to be processed from a single form submission. Deliverables 1. Screen recording showing: Trigger setup Each sequential Condition block Removal of default END nodes Final working structure 2. Short explanation of: Why this structure works in GoHighLevel Why sibling branches do not work 3. (Optional) Screenshot of execution logs showing Student 1 and Student 2 both evaluated
GoHighLevel Workflow – Sequential If/Else
I need a GoHighLevel workflow pattern created and demonstrated. Important: I do NOT want to grant access to my GoHighLevel account. You must: Build the workflow in your own GHL test/sub-account Provide a screen recording showing the workflow built step-by-step Explain the logic clearly so I can recreate it exactly in my account What the workflow must do Trigger: Form Submitted Filtered to one specific form (name not important for demo) Logic required: Condition 1: If Programme Selection (Student 1) is NOT empty → process Student 1 Condition 2 (below it): If Programme Selection Student 2 is NOT empty → process Student 2 Condition 3 (below it): If Programme Selection Student 3 is NOT empty → process Student 3 ❗ Key requirement: These must be separate, sequential Condition blocks NO sibling student branches NO END nodes after Student 1 or Student 2 Only one END node at the very bottom of the workflow This is to ensure multiple students can be processed from one form submission. Deliverables Screen recording (video) showing: Trigger setup Each Condition block Removal of END nodes Final sequential layout Short verbal or written explanation of: Why this structure works in GHL (Optional but preferred) Screenshot of execution logs showing: Student 1 and Student 2 both evaluated from one submission
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GoHighLevel Expert Needed (CRM, Automations & Pipelines)
I am looking for an experienced GoHighLevel (GHL) specialist to build a sales & marketing CRM system for a B2B business. This is an implementation role, not strategy or copywriting. What you’ll be doing -Build and configure a full GoHighLevel setup -Sales pipelines, automations, calendars, dashboards -Opener → Closer handover logic -Email automations (copy provided, must remain editable) -Marketing attribution and KPI tracking A full, detailed system brief will be provided after initial contact. What we’re looking for -Proven, hands-on GoHighLevel experience -Strong with automations, pipelines, and reporting -Able to follow a clear specification and build cleanly -Comfortable delivering Loom walkthroughs on handover To apply Please send: -Your GoHighLevel experience -1–2 examples of GHL systems you’ve built -Your availability and timeline Please only apply if you actively build in GoHighLevel.
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Monday.com Help
We are seeking an experienced professional to assist with the initial setup of Monday.com for our small construction company. The platform will be utilized by four sales staff to efficiently track new inquiries, quotes sent, follow-ups, and client decisions regarding project progression. The setup should facilitate easy management, enabling visibility into the number of quotes dispatched and the overall sales pipeline. Additionally, we require the capability to transfer successful deals into a separate board for streamlined job management. A comprehensive, step-by-step guide on optimizing the platform's use is also needed. We want to use from tomorrow so a prompt assistance is appreciated. Likely ongoing work with any queries we have moving forward with it.
Zoho Analytics and Zoho Recruit
Hello I am looking for a Zoho expert who can help me build a dashboard in Zoho Analytics using data from Zoho Recruit. It may require the building of flows or logic in Zoho Recruit to then be used in the dashboard. Would welcome a call with anyone with Zoho Recruit and Zoho Analytics experience with the capability to programme codes as well.
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Time clock Upgrade in Kissflow and Integration with Jobtread.
Please see the attached scope of work.
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Setting up a zoho crm system from scratch
I need someone who can help me setting up a zoho CRM system.