ERP/CRM Development Projects

Momence Expert

I am looking for someone experienced in managing the Momence CRM product. We have Momence set up for our clinic and studio and it works well. As we launch new products and services I am looking for an ad hoc service to set up the products and rules on Momence and collaborate with our web guy to link the Momence booking and payment system with our web site. This will probably be 1 or 2 projects a month or 1 or 2 hours each.

I need Bottle CRM installed onto Digital Ocean Droplet.

I need Bottle CRM installed and configured on a DigitalOcean Droplet. The project should include deployment of the latest stable version, configuration of the server and database, setup of the required domain/SSL certificate, and confirmation that the CRM is fully operational and accessible securely via the web.

Power Platform - Training + Development Required

Seeking expert Power Platform training and hands-on development support. Require personalized instruction in Power Apps, Power Automate, Power BI, and Dataverse, plus assistance building and refining solutions. Engagement may be short-term and recurrent based on evolving training needs. Looking for a patient, experienced trainer-developer who can deliver practical examples, clear explanations, and mentor best practices to accelerate proficiency and cultivate reusable components. Professionalism, strong communication, and demonstrable Power Platform experience are essential. Knowledge of Azure and Microsoft are essential i.e AZ directory. Do you have a license where we can do walkthroughs? How can you help me?

Websites, Booking, Payments & Email Automation – 2 Projects

I am seeking an experienced web developer and automation specialist for two business websites that I own or am authorised to develop. Project 1 – SoundPulse: Design and build a simple, non-WordPress, API-ready website. It must include service information, a booking system allowing clients to purchase and schedule a three-session package, secure payments, intake and consent forms, CRM integration, customer tagging and automated booking and follow-up emails. Project 2 – The Octave of Learning: Create a one-page sales and checkout page within an existing authorised WordPress website. Configure payment for our own digital and physical products, customer information collection, purchase-confirmation emails, digital file delivery and instructions for accessing our own educational app. Please advise on WooCommerce or a suitable alternative. Both projects require GDPR-compliant forms and email processes, testing, documentation, training and handover. The developer should first recommend the platforms, booking system, payment provider and CRM, with all setup and ongoing costs clearly explained. This project involves development and integration solely within websites, products and business accounts that we own or are authorised to manage. It does not involve posting listings on third-party websites, circumventing account procedures, generating reviews, spam or breaching another platform’s policies. Please provide relevant portfolio examples, your proposed approach, estimated timeframe and separate fixed-price estimates for each project.

opportunity

Zoho CRM Professional Implementation Specialist

ZOHO OUTREACH We are looking for an experienced Zoho CRM specialist to configure a clean, scalable CRM for an international B2B recruitment sourcing business. CRM is already selected,with Zoho CRM Professional as the intended plan. We manage international B2B databases of recruitment agencies, manpower agencies, workforce/candidate suppliers, direct employers and clients. Outreach channels include Phone, WhatsApp, LinkedIn and Email, with Telegram/Facebook occasionally. Initially, the Founder and Main Assistant will use Zoho directly. External callers/freelancers should work through one bilingual English/Russian Google Sheets template without Zoho licences. MVP Configure mainly native Zoho CRM: Accounts/Companies, Contacts, Activities/Tasks, permanent Company IDs, Outreach Pipeline, Qualification, Account Manager, ownership fields, communication history, follow-ups, basic views/dashboard and migration from Excel/Google Sheets. Every Company needs a permanent unique ID such as VP-000001, VP-000002. IDs must be sequential, never changed, independent of Company Name/Country/Role and used as the matching key between Google Sheets and Zoho. Operators must not create IDs manually. GOOGLE SHEETS → ZOHO When an operator records an outreach activity, automation must find the Company by ID, create a separate Activity, preserve previous history, update summary fields, create a Follow-up Task when required and return Synced or Error/Needs Review. Activities must never overwrite previous Activities. Use one bilingual Google Sheets structure, one field mapping and one workflow. Preferred tools: Zoho Flow and/or Make, with minimal custom coding. CRM STRUCTURE Accounts = Companies; Contacts = people within Companies; Activities/Tasks = communication history and follow-ups. One Company may have multiple Contacts. Company Role: Supplier / Client / Both. Company Category: Recruitment Agency / Manpower Agency / Direct Employer / Workforce Supplier / Other. Pipeline: New; Outreach in Progress; Response Received; Qualification in Progress; Qualification Completed; Closed—No Response; Closed—Not Interested; Closed—Not Suitable. Qualification Result: Pending / Qualified / Not Suitable. Account Manager, Current Owner, Relationship Source and Contacted By must remain separate. Account Manager manages the relationship; Current Owner handles current responsibility; Relationship Source records who established the relationship; Contacted By records who performed a specific Activity. LINKEDIN & OWNERSHIP Support Company LinkedIn, Contact LinkedIn, LinkedIn Connection Status, First LinkedIn Outreach Date and Last LinkedIn Interaction Date. Employee reassignment must not change historical Activities, Notes, Relationship Source or Contacted By. ACTIVITIES Every communication attempt must be a separate Activity. Channels: Phone, WhatsApp, LinkedIn, Email, Telegram, Facebook, Instagram and Other. Preserve complete history while allowing Last Contact Date, Last Channel and Last Result to show the latest interaction. PILOT Before full migration, test 30–50 real Companies. Test different countries/types, multiple Contacts, Phone/WhatsApp/LinkedIn/Email Activities, multiple Activities per Company, follow-ups, qualification, invalid IDs and duplicate prevention. Full migration starts only after Founder approval. SECURITY The Zoho organisation remains owned by us. Founder remains Super Admin. Specialist receives a separate temporary account. Passwords must never be shared and critical automation must remain under company control. OUT OF SCOPE AI, ATS/Zoho Recruit, candidate workflow, telephony, transcription, call-centre software, WhatsApp Business API, automatic LinkedIn scraping/messaging and heavy custom development are not part of the MVP. DELIVERABLES Configured Zoho CRM; Company/Contact/Activity structure; permanent IDs; Pipeline/Qualification; ownership fields; LinkedIn fields; bilingual Google Sheets template; Sheets→Zoho automation; Sync Status/Error handling; follow-up automation; 30–50 Company pilot; full migration after approval; basic views; field mapping; automation documentation; short SOP video; confirmation of the recommended Zoho plan. PROPOSAL Please answer: 1) How many Zoho CRM implementations have you completed? 2) What experience do you have with Zoho CRM Professional? 3) Have you built Google Sheets→Zoho automation? 4) Zoho Flow, Make or both? 5) How will you preserve Activity history? 6) How will you prevent duplicates? 7) How will you implement permanent Company IDs? 8) How will you separate Current Owner, Relationship Source, Account Manager and Contacted By? 9) Can this MVP be built without heavy custom development? 10) Is Professional sufficient? If not, explain why. 11) Provide 1–3 relevant examples, fixed price and timeline. Please start your proposal with ZOHO OUTREACH.

Installation et configuration Jasmin SMS Gateway

Nous sommes un établissement bancaire (Afrique, zone CEMAC/UEMOA) travaillant sur une plateforme de routage SMS mutualisée basée sur Jasmin SMS Gateway (open source). Contexte actuel : environnement Docker fonctionnel, un connecteur SMPP opérationnel avec un fournisseur SMS réel, panel web de gestion configuré, historique des messages automatisé. Besoins : - Intégration d'un second fournisseur SMS (SMPP et/ou HTTP) - Mise en place du Least Cost Routing (LCR) et failover automatique - Audit de sécurité et recommandations de haute disponibilité avant mise en production - Contrat de maintenance continue (curative, préventive, évolutive) après livraison Exigence importante : le consultant doit pouvoir travailler entièrement en français (écrit et oral). Mission urgente, démarrage souhaité rapidement. Merci de nous transmettre votre approche technique et un devis détaillé.

CRM - Go High Level sub account with an agent:

Looking to be get a Go High Level sub account with an agent: Requirements: 1. An agent who is based in the UK or US 2. A list of up to 5,000 contacts 3. Unlimited automation 4. Easy transfer of data from an existing account Willing to have an interview on a live camera call. Will not consider someone who cannot appear on Live camera Additional note a. We do not use the CRM that much as we have a small list and the highest number of e-mails that we will send each time is about 500. Should not be more than 5,000 e-mails in one month b. Plan Features: Confirm which features and automation limits are included in your SaaS tier package. c. Fees: Willing to offer up to $20 per month d. Billing & Ownership: We’d like to know if our data and sub-account can be migrated or exported if we decide to switch providers later in the relationship e. Need to know any extra money that may be payable each month f. If the about requirements cannot be met, what are your terms? g. Support Access: Do we get direct support from the you – the agency owner – or if we rely entirely on direct access to GHL support Willing to have an interview on a live camera call. Will not consider someone who cannot appear on Live camera

Vtiger 7.1 to 8.4 Upgrade

I need someone who can upgrade my vTiger from 7.1 to 8.4 It should include all backups before beginning.

Automation from Calendly to rex

Hello - I'm after someone to create an automation from calendly to Rex our crm that will upload the clients details into system and add their appointment into the diary if possible? Rex can be a bit tough so experience on this would be better - please let me know if you have direct experience in this crm oer not

HubSpot Complex Multi-Step Quotation Request Form

I am looking for an experienced HubSpot forms and automation specialist to build a professional, user-friendly multi-step Quote Request Form, configure the necessary automation and conditional logic, and embed and install the completed form on a WordPress web page. The purpose of the form is to collect enough technical and business information to help us match prospective customers with appropriate providers and coordinate quotations on their behalf. This is not a simple contact form. The form should use HubSpot's multi-step functionality, custom properties, conditional logic, and, where appropriate, automation. Project Overview The form will be used on a new product page on my website. The form must be professional and easy to complete while collecting meaningful information about the customer's colocation requirements. Required Form Structure I anticipate approximately 7 steps, with conditional logic used to ensure customers only see questions relevant to their requirements.

opportunity

HaloPSA Development - Ticketing Processes

We have a small helpdesk, and need assistance reviewing what we have set up with HaloPSA and utilising the Triage AI and anything else to help improve the flow of tickets we get logged. From assigning them, through to categorisation and what happens when tickets are closed. Its set up already and working, but tickets arrive and everything is manual. If the AI is able to detect things and respond with articles and support, that would be good as well. We only have a couple of engineers, so tickets are routed for website related work to one engineer, then everything else to another engineer for the moment. With an option of when one engineer is on leave, we need to change it to another.

opportunity

Build a customer ordering to order completion

We are looking for a quote to design and build a bespoke web-based internal intranet, CRM and order management system for TeamGrassroots. The key requirements are: 1. Customer / Club CRM – A central customer database containing club/company details, multiple contacts, notes, communication history, previous quotes, orders, invoices and documents. 2. Enquiry & Lead Management – Record new enquiries, assign them to staff, set follow-up dates and move opportunities through stages from initial enquiry to quote, won or lost. 3. Quotation System – Create professional branded quotes using products/SKUs, quantities, personalisation, discounts, VAT and delivery, with automatic calculations and the ability to convert an accepted quote directly into an order. 4. Order Management – Manage the complete order journey through configurable stages such as payment, artwork, approval, stock ordering, production, quality control, dispatch and completion. 5. Visual Order Dashboard – A simple Kanban-style dashboard showing all live orders and their current status, allowing staff and management to immediately see where every job sits and what requires attention. 6. Artwork & Document Management – Upload and store club badges, sponsor logos, kit mock-ups, print/embroidery proofs, invoices, purchase orders and other documents against the relevant customer/order, including artwork approval status. 7. Invoicing, Payments & Margins – Generate invoices, record payments and outstanding balances, store buying and selling prices and calculate estimated gross profit/margin on individual orders. 8. Product & Production Management – Maintain a central product/SKU database and create production jobs for embroidery, DTF printing, heat press, engraving, trophies etc., with deadlines, priorities and production statuses. 9. Staff Tasks, Permissions & Audit Trail – Individual staff logins with appropriate permissions, assigned tasks/follow-ups, staff dashboards and a complete audit trail showing who made changes and when. 10. Scalable Customer Portal & Integrations – The system should be designed so that a future customer-facing portal can allow customers to view/accept quotes, approve artwork, view order progress, download/pay invoices, track deliveries and reorder. We would also like the architecture to allow future integrations with accounting software, email, DPD, payment providers, our website/shop and supplier/stock systems. Key Requirement The priority is simplicity and usability. We don't want a complicated corporate CRM. We want one central system that allows our team to manage the complete journey: Enquiry → Quote → Order → Artwork → Payment → Stock → Production → Dispatch → Completion → Reorder At this stage, we would appreciate an indicative cost and timescale for design and development, together with any recommendations on whether the project should be delivered in phases.