ERP/CRM Development Projects

Lofty- CRM SET UP

Implement Lofty CRM: organize client database, configure segments and custom fields, and establish efficient workflows. Configure automated drip campaigns with tailored schedules, conditional triggers and multi-channel actions. Create tags, task automation, and lead scoring to streamline nurturing and conversion. Provide documentation of setup, logic and campaign sequences to ensure maintainability and scalability of the CRM environment.

Technical Funnel & CRM Systems Specialist (GoHighLevel - GHL)

GoHighLevel (GHL) expert required — specialising in funnels, automation systems, deliverability, and CRM optimisation. We work with individuals navigating complex emotional and psychological challenges. Many appear high-functioning on the outside, yet are struggling beneath the surface. Because of this, clarity, consistency, and trust in our communication is critical. When our systems work properly, clients feel supported, informed, and safe — receiving the right message at the right time so they can move forward with confidence. When they don’t, messages are missed, trust is reduced, and the client experience is compromised. We hold this area of our business to a high standard of care and precision. Where We Are Now As we scale, we are refining and rebuilding our technical ecosystem to match the standard our clients deserve. This includes: Strengthening email deliverability and reliability Improving membership communication flows Optimising funnel journeys for clarity and consistency Ensuring systems are structured, compliant, and scalable We prioritise structured, reputation-safe systems that protect deliverability and build long-term trust. What We Need Now This is not a VA role. This is a systems-critical position within a growing, premium, neuroscience-based business. We are looking for a trusted specialist to: Audit current systems with an expert lens Stabilise and refine existing systems Optimise performance and user journeys Maintain system integrity Support future scale, automation, and AI integration Why This Role Matters This role ensures: The right people receive the right support Communication is clear, consistent, and timely Our systems reflect the quality of our work We are building a high-trust, high-performance environment where communication is part of the care we provide. Responsibilities Phase 1: Audit & Stabilisation Audit GHL setup (funnels, workflows, automations) Support email system stability (domains, SMTP, reputation) Identify deliverability risks Optimise membership communication flows Phase 2: Optimisation Improve funnel performance and journeys Ensure clean, compliant automation systems Align systems for consistency Phase 3: Ongoing Support Provide part-time technical support Troubleshoot proactively Document actions and improvements Phase 4: Build & Scale Support AI agents (Apex, Lindy or similar) Assist funnel expansion (incl. licensing model) Improve tracking (Meta / Google / GHL) Required Expertise (Non-Negotiable) Advanced GoHighLevel (GHL) experience Funnel building and automation systems Email deliverability (DNS, SMTP, warming, reputation) WhatsApp CRM integration Tracking (Meta / Google / attribution basics) Highly Desirable Healthcare / coaching / regulated industry experience Compliance-aware marketing understanding Membership platforms in GHL AI automation tools Systems thinking mindset How You Work Calm, structured, and methodical Reliable and trustworthy Proactive and solution-focused Clear communicator (excellent English) Efficient, no over-complication Working Setup Part-time ongoing Initial 2-week paid trial UK / GMT timezone (or close) This Role Is Not Suitable If… You prioritise volume over strategy You cannot explain email deliverability and reputation You lack deep GHL expertise You need constant direction You do not document or communicate clearly We are looking for someone who values precision, structure, and long-term system integrity. Application Requirement (Mandatory) Include a 2-minute video covering: Your GHL experience (specific examples) Your approach to deliverability A system or funnel you’ve built or fixed Why you’re the right fit **Applications without video will not be reviewed. Final Note We are building a high-integrity system that supports real transformation. We take our work, and our systems — seriously. If you are a true specialist who values precision, structure, and long-term thinking, we would like to hear from you.

Zoho Creator Developer Needed – Healthcare App

We are a small startup healthcare service looking for a reliable and cost-effective Zoho Creator freelancer to develop a simple custom operational application integrated with our existing WordPress website. The application is intended for internal healthcare workflow management and field staff operations. We prefer a clean, practical, mobile-friendly, and scalable solution suitable for a growing service-based organization. Requirements: • Experience in Zoho Creator • Experience integrating with WordPress • Mobile-friendly workflow development • Simple dashboard & reporting experience • Good communication and long-term support availability Preference: • /Healthcare/service industry workflow experience is an advantage • Cost-effective startup-friendly developers preferred Please share: • Similar projects completed • Portfolio/demo links • Approximate timeline • Estimated budget We are looking for practical and user-friendly solutions rather than complex enterprise systems.

N8n developer

Experienced n8n developer required for approximately 2 days of support to repair an integration between an e-commerce platform and an ERP system.

opportunity

NetSuite / SuiteCommerce Development

We are seeking a SuiteCommerce expert with proven experience integrating custom scripts (SuiteScripts) in SuiteCommerce that integrates seamlessly with NetSuite 2026.1 release. Once we review your portfolio and see samples of some written scripts and their purpose well defined, we will discuss potential next-steps on a project.

opportunityurgent

LEAD FLOW OR LEAD MANAGEMENT SYSTEM

Hi, I require a lead management / CRM system to manage and optimise our sales leads workflow. To save time this should be a ready existing platform that you already have and can customise extensively to our requirements. The platform once customised and ready should be on my server with no third party links or ongoing fees etc The most critical requirement is that the system must support 8x8 internet telephone integration (for direct calling from within the CRM) as well as WhatsApp messaging integration, so that assigned sales agents can make calls, send WhatsApp follow-ups, and manage communication directly from the platform without leaving the system. Based on the attached examples, I require a modern, clean, dashboard-style CRM with the following features and functions: Core Lead Management Features Centralised lead database Add / edit / delete leads Assign leads manually to specific agents Automated lead allocation (optional) Lead ownership tracking Lead notes / internal comments Lead history / activity timeline Search and filter functionality Bulk import of leads via CSV / Excel Export functionality Duplicate lead detection Lead Pipeline / Sales Funnel Management A visual Kanban-style pipeline similar to the examples, with drag-and-drop movement between stages. Custom lead stages such as: New Contacted Qualified Proposal Sent Negotiation Follow-up Closed Won Closed Lost Each lead should display: Company / lead name Contact person Phone number WhatsApp availability Lead source Deal value Lead temperature (Hot / Warm / Cold) Assigned agent Status Last contact date Next follow-up date Calling Integration (Critical Requirement) Must integrate with 8x8 internet telephone so agents can: Click-to-call directly from the CRM Receive inbound calls Call logging Call duration tracking Call recording access (if supported) Missed call tracking Call notes Call outcome tagging Agent call statistics Number masking / routing if available WhatsApp Integration (Critical Requirement) Direct WhatsApp messaging from within the system. Required functionality: One-to-one WhatsApp conversations Message templates Quick replies Follow-up reminders WhatsApp chat history linked to each lead Ability to send documents / media Agent assignment for WhatsApp chats Delivery / read status (if supported) WhatsApp Business API compatibility Follow-Up / Reminder Management Dedicated reminders dashboard similar to the examples: Set follow-up reminders Time/date-based reminders Agent notifications Overdue reminders Reminder completion tracking Callback scheduling Daily follow-up queue Agent Management Multi-user agent access with role permissions. Roles may include: Super Admin Sales Manager Sales Agent Read-only / reporting user Per-agent management: Assigned leads Activity logs Call stats WhatsApp stats Conversion performance Revenue performance Daily / weekly productivity Targets / KPI Tracking This is important. Need agent performance dashboards showing: Sales targets Revenue targets Lead conversion % Calls made Calls answered WhatsApp messages sent Follow-ups completed Deals closed Value closed Monthly performance Leaderboard ranking Agent comparison reports Visual analytics similar to the screenshots: Revenue charts Conversion charts Source breakdown Lead stage breakdown Agent leaderboard Monthly performance reports Dashboard Executive dashboard with: Total leads Active leads Closed deals Total revenue Conversion rate Hot leads Follow-ups due today Agent rankings Recent activity feed Communication Features Internal notes between team members Tagging / mentions Communication logs SMS option (optional) Email integration (optional) Lead Capture / Source Tracking Track lead source such as: WhatsApp Website forms Facebook Ads Google Ads Cold calling Referrals LinkedIn Manual entry CSV import Optional API / webhook integrations for automatic lead capture. Forms / Lead Creation Lead creation form should include: Company name Contact person Phone / WhatsApp Email Deal value Stage Temperature Assigned agent Source Notes Follow-up date Custom fields Reporting Advanced reporting required: Agent reports Revenue reports Conversion reports Lead source ROI Missed follow-up reports Call performance reports Exportable PDF / Excel reports Technical Preferences Please specify: Whether your solution is existing Technology stack Security measures Backup system API availability Integration limitations UI / UX The system should have: Modern light professional interface such as white and grey Fast responsive dashboard Desktop-first, but mobile-friendly Clean navigation High usability for call centre teams Proposal Requirements Please provide: Whether this is custom-built or based on an existing CRM Relevant previous examples / demo access The fastest turnaround and lowest quote gets the job Best Regards, Adam

Experienced airtable developer/crm automation specialist

We are looking for an experienced Airtable developer / CRM automation specialist to build a custom CRM and operations system for our interior/window covering business. The system needs to centralize our sales pipeline, production planning, installations, team management, and financial overview into one streamlined platform. Main requirements: • Overview of all booked appointments including: • Date & time • Customer contact details • Address • Status • Assigned salesperson • Source platform (Calendly, Typeform, etc.) • Customer profile page with: • Contact details • Assigned salesperson • Quote/invoice amount • Curtain/order specifications • Order confirmation status • Production status • Installation status • Delivery/completion date • Integration with Moneybird for invoices/payments • Separate “Production” dashboard: • All orders currently in production • Production status and completion dates • Clickable customer profiles • Separate “Installation” dashboard: • Installation planning • Address overview • Budget/value per installation • Full sales funnel / pipeline overview: • Open quotations • Total quote value • Customers per sales phase • Pipeline tracking • Commission & channel reporting: • Revenue per channel (Kingdom Marketing, direct leads, etc.) • Monthly / quarterly / yearly reporting • Management dashboard: • Revenue • Expenses • Margins • Conversion ratios • Average order value • Sales performance per salesperson • Internal team/collaboration workspace: • Responsibilities per department and employee • Weekly planning and goals • Daily task checklists • Automatic notifications for unfinished tasks • Company vision/goals section • Internal team chat • Ability to tag colleagues and create internal to-do tasks linked to customer accounts Integrations: • Moneybird • Calendly • Typeform • Gmail integration (Phase 2) Phase 2: • Email automation workflows with templates and dynamic variables • Automated transactional emails (e.g. payment received → send personalized order confirmation) • WhatsApp Business automation: • Example: automatically send follow-up WhatsApp messages if no response to a quotation after 3 days Important: We value honesty, transparency, and clear communication very highly. We are looking for someone reliable who can work closely with us long-term and think proactively about improving workflows and automation. Required skills: • Airtable advanced setup • CRM architecture • Automation workflows • API integrations • Make.com / Zapier • Dashboard building • Experience with Moneybird integrations • Experience with communication automations (email/WhatsApp) • Strong UX and organizational thinking Bonus: • Experience with operational workflows • Experience with sales pipeline management • Experience building internal collaboration systems

Pigment Consultant

Hiring: Pigment Consultant Location: Fremont, CA / Remote (US) Duration: Part Time Looking for 7+ years experienced Pigment Consultant with strong hands-on ICM/SPM implementation experience. Must have expertise in Pigment, Anaplan, and Xactly along with EPM advisory background. Interested candidates, please share resume.

Daylite Expert Consultant – 1-Hour Q&A

We're a small team using Pipedrive as our main CRM and Daylite alongside it for project management, client relationships, and tasks. We're in the process of configuring our setup and have reached the point where we need to sit down with someone who really knows Daylite and can answer our questions on the spot. Our stack: Pipedrive · Daylite · Microsoft Exchange / Outlook · Apple Calendar · Macs · iPhones We're looking for a true Daylite expert - someone who has set it up for businesses, knows its strengths and limitations inside out, and can give us honest, direct answers during a one-hour video call. No preparation needed on your end, just expertise. What we're looking for: Deep hands-on Daylite experience, ideally with small teams Experience running Daylite alongside another CRM is a plus Able to think on their feet and give clear yes/no answers when needed Available on Zoom or Google Meet within the next 1–2 weeks Deliverable: One 60-minute video call. No report, no follow-up - just your time and knowledge. Budget: €50 fixed Please include a brief note on your Daylite experience when applying.