Phoenix - Your AI AssistantERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
ERP/CRM Developer for Logistics Management System Upgrade
I am seeking an experienced ERP/CRM developer to enhance and optimize a logistics management platform. The platform currently includes features such as user management, expense tracking, order processing, invoicing, and reporting. The goal is to improve functionality, streamline workflows, and ensure seamless integration across modules.
Records and Document Management System (RDMS)
Terms of Reference (ToR) for the Design, Development, and Deployment of an Integrated Records and Document Management System (RDMS) for Tilime Foundation 1. Background and Context Tilime Foundation recognizes the critical importance of efficient records and document management for enhancing operational efficiency, ensuring legal compliance, protecting institutional memory, and supporting transparent governance. Currently, records management practices are partly manual, resulting in operational inefficiencies and compliance risks. In response, the Foundation seeks to develop a fit-for-purpose, standards-compliant, highly integrated, and secure Records and Document Management System (RDMS) capable of managing the full lifecycle of physical and electronic records, including structured and unstructured data. The system must ensure end-to-end records lifecycle management, meeting rigorous international standards such as Metadata, ISO 15489, DoD 5015.2, and applicable national information governance policies.
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Experienced Odoo Developer Needed to Improve Existing E-commerce
Hello, I am looking for an experienced and genuinely skilled Odoo developer to help enhance an e-commerce website that is already live. The goals include: Improving the overall fluidity and modernity of the site Solving specific technical issues Optimizing user experience Creating a secure and restricted extranet space dedicated to professional users This project is for a company specializing in the health and wellness sector. Please indicate: Your relevant experience with Odoo (including specific modules or projects) Examples of similar work you have completed Your availability Your proposed budget (fixed price or hourly rate) The collaboration could lead to ongoing work if everything goes well. Thank you and I look forward to hearing from you!
Zoho CRM Setup and configuration
We seek a CRM consultant to design and implement a Zoho CRM system tailored for my growing business. My business is a mortgage and insurance providers. We do not need very detailed version. We need to be able to add leads, followup leads, leads to client conversion, add properties and link them to clients, get reminders when remortgages are due..... The ideal candidate will have extensive knowledge of all core Zoho CRM modules including contacts, accounts, pipelines, and reports. They should be able to build customized automatic workflows, design engaging sales dashboards, and configure email and notifications templates. Please provide examples from past projects demonstrating your capabilities of designing and deploying full-featured CRM solutions for SMBs.
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Importing CRM data from FreshSales into Monday
I need a freelancer who is able to work with data exported from FreshSales CRM (Account, Contacts, Notes, Tasks) and is able to import that data and set-up correctly in Monday CRM. To be considered, please state examples of your work on both FreshSales CRM and Monday CRM.
Salesforce,Non Profit Cloud ,Docusign , Repiorts and Dashboards
I need help completing few tasks 1. Overcoming Docusing connection Errors 2. Enabling reports and Dashboards for non profit cloud
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Build AI-Powered Lead Generation & Outreach System
I'm looking for an AI-savvy freelancer to build a semi-automated outbound sales system for my company. The system should source targeted leads (e.g. office/transport/logistics managers in South East England), personalize cold emails using AI, and integrate with Pipedrive CRM for sending and tracking outreach. Ideally, the setup will run continuously with minimal input from me, using tools like Clay, Zapier, and OpenAI. Experience with Clay, Pipedrive, GPT-based tools, and lead generation is essential. I’m looking for someone who can both build and document the system. Please share relevant examples or a quick outline of how you’d approach the project. *place holder price
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Zapier: Sync SigParser to Google Contacts and Bexio
Zapier Expert Needed: Sync SigParser Contacts to Google Contacts and Bexio We are a small but growing solar accessory supplier based in Switzerland. We're looking to automate our contact management flow using Zapier, SigParser, Google Contacts, and Bexio. We need someone to set up a robust and reliable automation that reads newly identified contacts from SigParser, adds/updates them in Google Contacts, and creates the corresponding contact in Bexio (with organization and person split correctly as well as type of contact). The automation should be able to handle multiple contacts at once and should be able to handle any changes or updates to the contact information in SigParser or Google Contacts as well as Bexio. The automation should also be able to handle any errors that may occur during the process and should provide clear error messages to the user. We are looking for someone with experience in Zapier, SigParser, Google Contacts, and Bexio who can work quickly and efficiently to set up the automation. Please provide us with your quote for the project and your availability to start working on it.
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Настройка агента в Microsoft Copilot Studio
Добрый день! Нужна настройка агента Microsoft Copilot Studio для автоматизации совещаний в Teams. (подробное ТЗ в файле во вложении). В компании у всех сотрудников доступ к Microsoft 365, у меня дополнительно к Copilot.
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Connecting phone system (horizonunlimited.co.uk) to GoHighLevel
We have GoHighLevel as our CRM system. It's pretty well set up with WhatsApp and Email templates. Some automation and Pipelines Unfortunately, we have a reasonably priced phone system that works for us - it's https://horizonunlimited.co.uk/, but as far as I can see, it's not connectable to Go High Level. We are happy with the system for our limited use, because it's a good value for what we get. I would like to show the Customer Connections in GoHighLevel so we can track conversations 1. The calls in and out - the date, time and length of call in GHL Conversations 2. The call recordings stored against the Customer in GHL, both on incoming and outgoing calls I'm looking for a synching process to automatically export the call records from Horizon and upload them into GHL. Either scheduled overnight or on demand
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Go High Level Full Stack Implementor
We're preparing to launch my best-selling book on June 25. Our brand blends strategic business acumen with astrology and soul-driven leadership for high-performing CEOs and entrepreneurs. This is a major visibility and revenue opportunity. We’re transitioning out of a poorly configured GoHighLevel setup and are looking for a HighLevel implementor who is equal parts strategic, technical, and meticulous—someone who can execute with high standards and strong segmentation logic across multiple offers. ✦ Scope of Work You’ll be responsible for: − Migrating our HighLevel account from the current agency into a clean new setup − Creating the full quiz-to-offer funnel with ISS-based segmentation and 6-email automations per Signature − Building event flows for a June 25 live activation (registration, reminders, replay, post-event sales) − Ensuring email + SMS deliverability with domain authentication − Integrating our WordPress website, calendar, and Star Strategy Center − Optimizing tagging, custom fields, pipelines, and snapshot delivery − Assisting with future scalability (licensing, agency model) post-launch ✦ You Are: • A GoHighLevel power user (2+ years preferred) • Strategically minded—you understand funnels, buyer journeys, and automation logic • Comfortable managing quiz segmentation, tagging, and conditionals • Familiar with email marketing, SMS timing, and CRM best practices • Detail-oriented: You document well, test thoroughly, and don’t drop threads • A clean communicator and excellent at managing timelines ✦ Tools We Use: • GoHighLevel (must-have) • WordPress (GeneratePress) • Google Workspace, Canva • Voxer or Loom for async feedback ✦ Timeline: • Start: ASAP (ideally by May 1) • Duration: 2–3 month initial engagement • Potential for longer-term projects post-launch ✦ Budget: Please share your hourly/project-based rate and estimated hours/week availability Note: South African applicants encouraged to apply due to exchange rate alignment.
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Need help with the creation of a customised sharepoint portal
Need help with the creation of a customised sharepoint portal, so that clients can log in to a branded sharepoint portal and download their documents that we have prepared for them. There are approx 50 clients so we are OK with duplicating the site for each client.
Looking For A Zoho One Expert
We're Hiring: Zoho One Implementation & Training Expert (Remote, UK Hours) We're a fast-growing company in the process of migrating to Zoho One, and we're looking for an experienced Zoho Trainer & Implementation Specialist to guide our team through setup, onboarding, and smooth day-to-day usage. 4x hours per week (online office attendance) between 10:00 - 18:00 BST, available at least 4x days per week.
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Simplify and Rebuild ZOHO CRM for Basic Client Engagement
I’m looking for a UK-based ZOHO CRM specialist to help me strip back my current CRM setup to a much simpler version, focused solely on engaging and nurturing new clients. This is a very straightforward project — I do not need complex automation or multi-stage sales pipelines at this stage. I just want a clean, usable CRM setup for basic outreach and tracking, with the following features: Immediate Requirements: Strip back existing ZOHO CRM setup to the absolute basics Rebuild with a focus on: Email integration (with Outlook) Basic email broadcast functionality Clean data entry/view (I will supply the data – not a large volume) Basic process flows for new client engagement Near-Future Additions (Not for this phase but worth bearing in mind): WhatsApp integration LinkedIn integration VoIP integration Working Style: All work to be done on a screen-sharing basis via Microsoft Teams I want to observe and understand the steps being taken so I can manage and scale the CRM as it evolves This is a quick, simple job for the right person, and could lead to further development work down the line as we layer in more functionality. Thanks
Automation Specialist for Youth Activity Centers Projects
Are you the A player we're looking for? If you thrive on making a real impact and love enhancing and automating business processes, we'd love to connect! We're a growing Automation Agency looking for a proactive, detail-oriented Automation Specialist familiar with Zapier or Make and CRM systems like HubSpot, ActiveCampaign or Go High Level. This role is ideal for someone who enjoys applying their skills to real-world business processes and wants to grow in a dynamic industry. Our projects focus on automating core business processes for Youth Activity Centers—such as dance, music, and acting schools—by integrating their tech stack and maximizing its potential. This involves: 1) Auditing the client's class management software to understand how to connect it to the rest of the tech stack. 2) Setting up CRM systems to keep everything organized and efficient. 3) Implementing a tracking system to monitor key metrics and improve decision-making. 4) Using Zapier to integrate tools and streamline the processes. Our goal is to reduce clients' manual tasks so they can focus on what they love most: engaging with kids. What You'll Do: -Follow provided frameworks and support the team during implementation. -Offer insights on how to enhance processes. -Develop and implement automation solutions. -Train the client’s team on new systems. -Collaborate with our team to brainstorm innovative solutions and share knowledge. What We Offer: -Training and Frameworks: You’ll receive all the necessary resources and training to excel in your role. -Impactful Projects: As a small agency, your work directly contributes to our clients’ success and growth. -Growth Opportunities: We’re looking for exceptional people to grow with us. If we’re a good fit, there’s potential for long-term collaboration. About You: -You're excited about the growing field of automation and hate inefficiency. -You love making processes more efficient and are passionate about technology. -You enjoy seeing the tangible results of your work in clients' businesses. -Enthusiastic about activities like music, dance, or sports. -Based in Europe, to ensure smooth team coordination. -Familiar with Zapier and HubSpot/ActiveCampaign. Ready to make a difference and grow in the Automation industry? Apply now! Start your cover letter with the word “polipo” and tell us why you're passionate about automation. Share a project you enjoyed and explain why you think you're a great fit for our team. See you!!
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Create CRM application
Create CRM application using ReactJS on FE, Java Springboot on backend as separate microservice, Postgres db and MS Azure for confidential appliation
Past Projects
Simple API integration for Make.com
We are looking for a freelancer with verifiable experience using Make.com to help us create the following within a simple workflow: 1) Scheduled API poll to call to collect any new orders made through a third-party platform that we use: https://breww.com/api/schema/elements/ 2) Module to calculate the date of the last order, total number of orders, the average order value and the total order value. (We can use a module to add these orders to a secure Google Sheet in order to calculate the metrics above, if required.) (After your work, we will then finally send those metrics into our CRM to update existing custom fields for those customers. We already have a module that can do this, so no API integration required for this step - it is a step we can handle ourselves.) This is a fixed price project with a predefined budget. Please do not apply if you have no portfolios or reviews, or no evidence of experience with Make.com Please do not apply using ChatGPT - we can recognise that very easily! We are happy to wait for the right person, as we are looking for someone to support our agency with ongoing automation projects.
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BREVO / TELECRM Integration
I am looking for someone who has already done an integration between TeleCRM and Brevo mail system. I need to be able to send email campaigns by extracting data / leads from TeleCRM towards Brevo. TeleCRM will push the data towards Brevo once Brevo has been setup. I pay only once the full implementation has been done and it is up and running. I am looking for someone with Python experience, as I don't want to use Zapier to manage the integration segmentation using Flask. TeleCRM Video available to explain how the CRM is structured. See the last conversation I had with Brevo: Thanks for reaching out about this! To go into detail on each point, please see below: 1- Yes this is possible with Brevo API. You can access our developer documentation here: https://developers.brevo.com/ 2- This would need to be set up through a third party, such as Zapier but is possible. Brevo automatically records unsubscribed but to push it over would need a third party. 3- This can be done via segmentation, more information is available here:nhttps://help.brevo.com/hc/en-us/articles/11482358925458-Segment-your-contacts-using-a-segment-template 4 &5 - This can also be achieved through automations. (https://help.brevo.com/hc/en-us/articles/208775609-Introduction-to-Marketing-Automation) 6- Yes, more information can be found with webhooks: (https://help.brevo.com/hc/en-us/articles/360007666479-Create-webhooks-to-receive-real-time-updates-about-your-emails-and-contacts) 7 - While we do have a spam checker, it is not to be used as a cleaning service and is instead used to help prevent fraudulent and spam emails on the platform. We suggest ensuring that your database is clean before sending a campaign. 8 - While this is possible, you would need to self-manage this. It will go through one SMTP port, but you can make several keys for multiple. 9- Finally, yes, all of this can be done in the Brevo editor! I would also like to clarify that Brevo is a self-service platform. So while we are always happy to help with questions, all of this will need to be set up on the user side. I hope this helps!
Update form so that its compatable with mobile/ tablet devices.
I seek an experienced web developer to optimize an existing web form for compatibility across mobile and tablet devices. Currently, the form fails to render and function properly when accessed on smartphones or tablets. User experience suffers as critical fields and buttons appear misaligned or are difficult to interact with depending on the device size and orientation. The ideal candidate will thoroughly review the current form's code and structure, identify areas of non-responsiveness or poor UX, and implement the necessary changes to achieve a responsive design. Form fields, buttons and other interactive elements must dynamically resize and reposition based on screen dimensions to provide an intuitive interface on any device. Additional validations or conditional logic in the form may need refinement to ensure user input and submitted data remains valid regardless of device. Testing across a wide range of mobile devices and platforms will be crucial to eliminate rendering issues and bugs before deployment. User testing would help evaluate how intuitive the redesigned interface feels for touch-based interactions. The finished product should optimize visibility and usability of the form on any smartphone, tablet or mobile platform to improve completion rates and meet business needs. Qualified applicants ideally have proven experience designing and developing responsive web forms using HTML, CSS and JavaScript.
Landing Page
Looking for someone who is familiar with ACT CRM who can create a landing page using their Marketing automation tools and template designer to create a landing page page form that will integrate with the CRM