ERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
opportunity
CRM with POS, include marketing and communication tools,
I need a CRM with POS developed using free tools like google sheets/forms/app scripts... to suit my bespoke tailoring and clothing alterations business. this should include • marketing and communication tools • automated email/text messaging for following up on orders • order tracking. • system should allow multiple alterations on same garment with separate pricing and multiple of same garment type possible on same order. • detailed receipt for printing which includes all alterations booked in with detailed pricing. • include Admin, Staff serving, staff who did the work and staff who closed the order with dates. and Customer login, for order tracking and communication • weekly and or monthly order statements which includes all orders done by same staff member for staff members who did the work for performance tracking and bonus calculation/ automatic calculation • user-friendly interfaces • barcode creating/ on receipt. and anything else you find suitable for smooth operation Scheduling tools customer feed back order history my business is citytailors.co.uk, please look up and let me know if you can develop this in a timely manner.
3 days ago27 proposalsRemoteSalesforce Integrations
I need someone who is able to assist with some customisation on Salesforce, Improving Case Management, Outlook Integration, Improve overall customer journey and scheduling
7 days ago31 proposalsRemoteHubspot Expert Needed for B2B Website Intergration Project
We are a B2B agency looking for a Hubspot expert to assists us in an in depth integration of Hubspot for a startup business. We will be building out a website on the Hubspot platform utilizing various features for our client and need the expert to work along side our web development team to integrate all of the technical functions on the Hubspot side. This is a complex build and the candidate must have a high degree of experience with the Hubspot platform. Partner certification would be a plus but experience is non negotiable. Please apply with examples of previous work and put the word Hubspot at the top of your message to be shortlisted. We intend to conduct interviews for this role through December with a view to kick off in January. Thanks
10 days ago22 proposalsRemoteI need expert in python to team up with me for Creating ERP
I need an expert python programmer to team up with me for Creating ERP System - Most be good at pandas, Matplotlib, NumPy. - Most have knowledge with ERP, it will be good if you have created ERP before.
12 days ago25 proposalsRemoteopportunity
Create file for Epos till system from CSV files
The description provided is as follows: We are seeking a freelancer to create a file for an electronic till system by inputting product details from CSV files. Our business is a small retail establishment with multiple suppliers, requiring data transfer from various CSV files to the till system. We kindly request a comprehensive outline of the services offered and the associated costs. Please confirm in the quotation your process as well as lead times
13 days ago34 proposalsRemoteJob Opportunity: HubSpot Sales Optimisation Specialist
We’re looking for a HubSpot Sales Specialist to help us optimise the sales processes and maximise efficiency using HubSpot Sales Starter for one of our travel clients. This is a project-based role with potential for future collaboration. What We Need Help With: 1. Pipeline Automations • Setting up streamlined workflows to save time and reduce manual tasks. 2. Deal Price Automation • Integrating Jotform with HubSpot to automatically populate deal prices from form submissions. 3. Automatic Deal Closures • Configuring deals to close automatically when processed through our reservation or wholesale system. Specific Challenges: • Auto-Assigning Deal Owners We need a solution to auto-assign deal owners based on contact property updates, or a simple workaround to achieve this. • Deal Closure Automation & Reminders • Automating deal closures based on specific conditions. • Setting reminders for deal owners if a deal remains open too long or is past the “intended travel date” property. • Improved Reporting We’re looking for better visibility into our deal stages: • How long deals sit in each stage. • Conversion rates between stages. • Assistance with fixing our current reporting setup to provide actionable insights. What We’re Looking For: • Proven experience working with HubSpot Sales Starter • Expertise in automation, reporting, and workflow configuration. • Ability to integrate external tools like Jotform with HubSpot. • Strong problem-solving skills and attention to detail. If you’re a HubSpot expert who loves creating efficient systems, we’d love to hear from you! Please send your proposal for a price per hour, including relevant experience and examples of similar projects you’ve completed.
17 days ago19 proposalsRemoteopportunity
EPOS Software
Hello, I am currently searching for EPOS software specifically designed for restaurants. The software should include the following features: - Order management (taking and canceling orders) - Table assignment functionality - Support for takeout orders - Comprehensive CRM with detailed reporting - Full compatibility and configuration with printers - Readiness for use on terminals, tablets, and phones (Windows operating system) - A customizable menu with image support The solution must be robust, fully installed, and configured. It needs to be a complete one of one software developed from scratch with no bugs/ fixes Happy Bidding!
19 days ago52 proposalsRemoteCustom excel spreadsheets linked to Sage 50 accounts package
Need someone that has experience compiling spreadsheets using queries and connections to Sage 50 accounts.
19 days ago20 proposalsRemoteopportunity
Set up of CRM system and backlink strategy
We are looking for Assistance with the set up of CRM system and backlink strategy for our online fashion marketplace. The ideal candidate should have experience in the fashion industry and be able to work with us, to ensure that the CRM and backlink are set up correctly and efficiently. Responsibilities: Set up a CRM system to manage customer interactions and sales. Set up backlink & strategy to improve our website's visibility in search engines. Work with us to identify relevant backlink opportunities. Implement the CRM system and backlink strategy. Monitor and analyse the performance of the CRM and backlink. Requirements: . Experience in the fashion industry. . Strong knowledge of CRM systems and backlink strategies. If you are interested in this project,send us a brief description of your experience in the industry. We will review your application and schedule a discussion if we believe you are a good fit for the project.
19 days ago26 proposalsRemoteERP module with unlimited users
Description: We are seeking a skilled web developer to design and implement an integrated enterprise resource planning (ERP) module. This comprehensive system should encompass human resource management, asset tracking, document uploads and version control, and a helpdesk interface for processing customer support tickets. Key requirements include user authentication for restricted access, role-based permissions to delineate staff abilities, and reporting capabilities to analyze organizational performance. The back-end infrastructure must utilize a relational database to centrally store and relate entity records. On the front-end, administrators require an intuitive interface consolidated across divisions yet granularly tailored per role. Data integrity, scalability for potential growth, and compliance with web standards are also of high priority. Applicants demonstrated proficiency designing database-driven applications, preferably with prior work experience integrating ERP solutions into CMS frameworks. Qualified developers ideally come with case studies highlighting modular design patterns, SQL optimization tactics, and usability testing methodologies. We seek a diligent partner to launch this strategic initiative on schedule and on budget. Continues support should be provided on yearly basis.
19 days ago29 proposalsRemote- 20 days ago16 proposalsRemote
opportunity
POS / ERP/ CRM
This project seeks the development of a comprehensive business management software solution tailored for small and medium enterprises. The deliverable would include a fully-featured Point of Sale and ERP/CRM application compatible with both Android and Windows operating systems. Alongside the functional software, the source code and underlying database structure must also be provided. Key aspects of the application include a robust mobile POS front-end for processing sales both online and offline. Core functionality on the POS side revolves around inventory, sales, and customer management. Products must be easily added, organized, and assigned multiple attributes like prices, units of measure, and expiration dates. Scanning of barcodes should streamline the checkout process. Comprehensive inventory tools allow for adjustments, counting, valuations, and blocking of expired items from purchase. Sales data captured at the POS level Populates integrated modules for tracking customers, invoices, delivery notes, and quotes. Credit limits can be set and debt statements printed to manage customer accounts receivable. Digital and print formats are required for receipts and documentation. Real-time performance dashboards give managers visibility into metrics like daily revenue and stock levels across branches on mobile devices. Beyond POS, the ERP component needs to holistically support the business operations. Modules for accounting, reporting, HR, and vendor/creditor management bring finance and procurement into a single platform.
24 days ago45 proposalsRemote
Past Projects
SaaS Accounting web application
The SaaS Accounting web application, T, is a comprehensive solution designed to streamline financial management for businesses of all sizes. With its intuitive interface and powerful features, T enables users to efficiently manage their finances, track expenses, generate reports, and make informed decisions. One of the key features of T is its user-friendly interface. It is designed to be accessible to users of all technical levels, making it easy to navigate and use. The application's dashboard provides a clear overview of financial performance, with customizable charts and graphs that allow users to track their progress over time. T also offers a range of accounting features, including invoicing, billing, and payroll. Users can create and send invoices, track payments, and generate reports on income and expenses. The application's payroll feature allows users to manage employee payroll, including calculating taxes, deductions, and benefits. In addition to its accounting features, T also offers a range of business management tools. These tools include project management, inventory management, and customer relationship management (CRM). Users can track project progress, manage inventory levels, and communicate with customers and suppliers. T is designed to be highly secure, with robust encryption and security measures in place to protect user data. The application also offers a range of backup and recovery options, ensuring that users' data is always safe and accessible. T is available on a subscription basis, with pricing starting at $99 per month. Users can access the application from any device, including desktop, laptop, and mobile, and can access their data from anywhere in the world. T has been designed with the needs of small businesses in mind. It is easy to set up and use, and it offers a range of features that can help businesses save time and money. The application's customer support team is available 24/7 to assist users with any questions or issues they may have. In conclusion, the SaaS Accounting web application, T, is a comprehensive solution designed to streamline financial management for businesses of all sizes. With its intuitive interface, powerful features, and robust security measures, T enables users to efficiently manage their finances, track expenses, generate reports, and make informed decisions. Whether you are a small business owner or a financial professional, T is the perfect solution for your needs.
opportunity
Odoo V17/V18: Setup of access rights and creation of own app
1) I would like to use a running Odoo Community installation (version 17 or 18) for a group of users with very limited access rights, so that they cannot see or use the mail and contact applications, and only have read-only access to the project application (only see the list of projects) and a custom application to be created (see task 2). This limitation should be realised by using the Odoo permissions and/or by customising the menus, and by using a suitable structure (probably a group) to easily assign these settings to each new user created. 2) Within the Odoo Community installation (version 17 or 18) an own application should be developed/integrated. This application should access (read and write back) a certain part of the user-specific database content, but should be a web application coded in Python based on the Holoviz/Panel framework. Such a simple web application is already available and would be provided (alternatively a sample Holoviz/Panel based application could be used), so the task is to integrate such a Holoviz/Panel web application into the odoo system. The first task, which should be quite limited, could also be separated from the second task, especially if the second task needs more clarification before it can be offered with a fixed price budget. But the request for the second task will follow, and probably more tasks, so you are encouraged to offer your services, especially if you have not only some knowledge of odoo, but also experience with Python programming and preferably also with Holoviz Panel and/or Bokeh based applications.
I need a NetSuite expert to create custom reports
I need a netsuite expert to create some custom reports. We have the ability to see customer spend etc by financial yr by default but need to see data by calendar yr - I need somerone to create reports that show this. Also could do with some way of having netsuite data visualised because it's hard to present data visually in NS currently.
Leads to ZOHO
I need someone to automate leads from the website and meta into Zoho CRM
Elastic Expert Wanted
Hi, I need an elastic expert to look at my current setup and advise changes. Regards Simon
opportunitypre-funded
HR system
The HR system will be designed to cater to the specific needs of a construction company that also recruits tradesmen from overseas. It will include features such as employee management, payroll processing, time and attendance tracking, benefits administration, and compliance with local labour laws and regulations. The system will be user-friendly and accessible from any device, allowing employees to access their information and manage their benefits on the go. It will also provide with real-time insights into employee performance and productivity, enabling them to make informed decisions about staffing and resource allocation. The system will be scalable and customisable, allowing the company to grow and adapt as its needs change. Additionally, it will integrate with other systems and software used by the company, such as accounting and project management software, to ensure seamless data flow and reduce manual errors. The project will be completed in phases, with the initial phase focusing on employee management, visa sponsorships and payroll processing. Subsequent phases will include time and attendance tracking, benefits administration, and compliance with local labour laws and regulations. Eventually, the system will allow other companies to subscribe for HR services
An Innovative, AI-Driven Recruitment CRM
Project Brief for Freelancers: Development of An Innovative, AI-Driven Recruitment CRM Overview a cutting-edge CRM designed to revolutionise recruitment through intelligent automation, gamified user experiences, and a visually vibrant interface. This project is an opportunity for developers to work on a scalable platform aimed at transforming recruitment efficiency and engagement. Project Goals Engaging and Vibrant UI/UX: Create a CRM that’s visually appealing with cheerful colours, playful fonts, and high-quality graphics. Integrated Training Modules: Develop an embedded e-learning platform for easy access to training materials. Efficient, Compliant Onboarding Process: Implement workflows for document submission, background checks, and compliance, including safeguard checking integration to streamline security checks (e.g., DBS in the UK). Re-engagement Tools for Inactive Staff: Set up segmentation tools and automated messaging for reactivating potential candidates. Integrated Communication Channels: Embed SMS, email functionalities, and a mobile app for real-time communication. This should centralise all communications within the CRM to avoid scattered messaging. Interactive and Gamified Timesheets: Create a gamified timesheet submission experience. Automated Marketing & Lead Generation: Develop AI-driven tools for automated marketing and lead generation. AI-Powered Job Matching: Build a custom matching algorithm based on candidates' skills, preferences, and specific attributes, providing a bespoke matching advantage. Compliance Management: Compliance tracking for certifications and legal requirements, freeing up administrative time. Automated Invoicing and Xero Integration: Streamline financial transactions and invoicing, reducing manual errors. Gamified Performance Metrics: Add game-like elements to track and celebrate achievements. Personalised Avatars and Rewards System: Enable staff to create avatars and earn rewards, fostering engagement and motivation. Group and Individual Competitions: Design leaderboards and competition features to foster healthy competition and teamwork. Interactive Dashboard with Feedback: Build a dashboard that shows real-time progress, rewards, and achievements in an intuitive, engaging way. Client Rewards Programme: Implement a points-based rewards system where clients can earn and redeem points for bookings or engagements. VoIP Integration: Integrate a VoIP system for one-click calls, call tracking, and conversation logging, centralising communication within the CRM (potential providers include RingCentral, Twilio, or 3CX). Recruitment-Specific Functionalities To ensure that the CRM is fully tailored to recruitment needs, please integrate the following: Candidate Management: Develop features to track candidates through each stage of the recruitment process (e.g., sourcing, interview, placement). AI-Powered Job Matching: Explain that matching is based on specific candidate skills and preferences for a tailored experience. Safeguard Checking Integration: Integrate background and safeguard checking tools (e.g., DBS checks) as part of compliance tracking. Re-Engagement and Talent Pooling: Enable segmentation of inactive or dormant candidate data, with automated notifications for reactivation. Onboarding Automation: Detail the automated steps required in the onboarding workflow, such as background checks, compliance, and digital document submission. Integrated Communication Channels: Ensure that the CRM includes centralised SMS, email, and VoIP functionalities for efficient candidate and client communication. Client-Specific Features: Include tailored tools for clients, such as a points-based rewards system and one-click booking capabilities. Developer Requirements Proven experience with CRM development, ideally with recruitment or gamified platforms. Familiarity with AI/automation tools, LMS systems, and data security practices. Ability to integrate UK-specific compliance requirements and handle data protection with secure architecture. IP and Code Ownership Ownership of the source code and IP will remain with the client to allow for future scalability and potential resale.
Monday.com Automation Setup & Training
Monday.com Automation Setup & Training, Project goal To effectively set up and automate stages in monday.com for a mortgage broker, enabling efficient update communication with clients, realtors, and lawyers. Scope of work - Set up tailored stages in monday.com for mortgage processing. - Automate the stages to send update emails upon movement to a new stage. - Guide and train on setting up and automating stages within the platform.