ERP/CRM Development Projects

opportunity

Zoho one set up and task automation

We require an experienced Zoho One specialist to configure and customize the platform for a property management firm. Responsibilities include tailoring relevant apps, designing authorization roles, creating workflows and automations for lead generation, rent collection, maintenance management, compliance reminders, and tenant communications. Integrate messaging channels such as WhatsApp and Facebook, optimize processes for efficiency, and deliver comprehensive setup and documentation to ensure smooth operation and scalable automation.

opportunity

Club Management Platform Development

We need to setup a v4 iteration for our club management platform, which helps clubs with bookings, scheduling and payment management. V4 of our existing platform will be an improvement to user functionality, an update on UI and some new features around mass editing, updating of views and column management.

opportunity

Need white label client portal (Noloco) set up with Google

We are a UK-based HR, Health & Safety and Data consultancy moving from Basecamp to a Google Workspace-based system, and we are looking for support to set up a clean, client-facing portal using Noloco. We do not need bespoke development—this is a no-code setup using Noloco connected to Google Sheets and Google Drive. The aim is to create a simple, scalable “client dashboard” (we call this our “Hive”) where each client can log in and view their documents, actions, and overall status. We need the following set up: * A structured backend using Google Sheets (Client Master, Audit/Policy Tracker, and Action Tracker) * Integration of those sheets into Noloco * A client-facing dashboard showing: * Overview of their “Hive” (services/policies status) Messaging * Key actions and deadlines * Links to documents stored in Google Drive * Clean, simple navigation and permissions so each client only sees their own data * Basic branding applied (we will provide wording and structure) We are not looking for anything overly complex at this stage—just a solid, well-structured foundation that we can build on internally. Ideally, we’re looking for someone who: * Has experience with Noloco (or similar no-code tools) * Understands client portals / dashboards (I am not looking for custom development, we don't have a budget) * Can keep things simple, practical and user-friendly Please let me know if this is something you can support with, along with an indication of timescale and cost. Many thanks, Lisa

opportunity

Design a Salesforce Flow

I need an individual who can design a Salesforce Flow which will make a global action called "create service kit", add to the stock of this product item in a location, and adjusting the stock for all the product items that are required to make this service kit. This would preferably open a screen-flow for the user so they can choose the machine name and service kit year, which will then inform the flow for which service kit to generate. There will be 12 types of service kits in total, each using a varied number of parts. I am attaching a copy of all the parts required based on each service kit. All items already have their own Product Item record, with related lookup Product. It is essential this is completed within 2 weeks as we will need it deployed by the end of the month.

Tradify Integration Test Task

Thank you again for your time so far and your patience as we had many candidates to shortlist. As part of our selection process, we’d like to offer you a small paid task to better understand your approach to API integrations. Task fee: £30 Deadline: By 12:00 noon (UK time) the day after you accept this task This is designed to be a small task, please keep your solution as simple and pragmatic as possible. ⸻ Task Overview We’d like you to outline how you would implement an automation where: • A job status changes in Tradify • The corresponding opportunity stage is updated in our CRM (GoHighLevel) ⸻ Part 1: Approach (Key Section) Please explain how you would approach building this integration. In particular: • How would you detect when a job status changes in Tradify? • How would you map Tradify job statuses to CRM pipeline stages? • How would you identify and update the correct record in the CRM? • How would you handle: • Failed API requests • Missing or unmatched records • Duplicate updates ⸻ Part 2: Practical Task Given the following sample payload: { "job_id": 12345, "status": "Completed", "customer_name": "John Smith" } Please: • Write a short script or pseudocode that: • Receives this data • Maps the status "Completed" → "Finished" (example CRM stage) • Outputs the transformed data OR prepares it for sending to a CRM API You may use any language or format you prefer. ⸻ Part 3: Tools & Stack If you were to build this fully, what tools or tech stack would you use, and why? (For example: custom API integration, middleware tools, automation platforms, etc.) ⸻ Time Tracking Please include: • The time you started the task • The time you completed the task • Total time spent ⸻ Optional (Recommended) If possible, please include a short video (2–5 minutes) walking us through your approach and solution. This helps us better understand your thinking. ⸻ Submission Please send your response in a format that’s easiest for you (document, PDF, or message), along with any code snippets and optional video link. ⸻ We’re primarily interested in your thinking and approach, rather than a perfect or fully built solution.

Tradify Integration Test Task

Thank you again for your time so far and your patience as we had many candidates to shortlist. As part of our selection process, we’d like to offer you a small paid task to better understand your approach to API integrations. Task fee: £30 Deadline: By 12:00 noon (UK time) the day after you accept this task This is designed to be a small task, please keep your solution as simple and pragmatic as possible. ⸻ Task Overview We’d like you to outline how you would implement an automation where: • A job status changes in Tradify • The corresponding opportunity stage is updated in our CRM (GoHighLevel) ⸻ Part 1: Approach (Key Section) Please explain how you would approach building this integration. In particular: • How would you detect when a job status changes in Tradify? • How would you map Tradify job statuses to CRM pipeline stages? • How would you identify and update the correct record in the CRM? • How would you handle: • Failed API requests • Missing or unmatched records • Duplicate updates ⸻ Part 2: Practical Task Given the following sample payload: { "job_id": 12345, "status": "Completed", "customer_name": "John Smith" } Please: • Write a short script or pseudocode that: • Receives this data • Maps the status "Completed" → "Finished" (example CRM stage) • Outputs the transformed data OR prepares it for sending to a CRM API You may use any language or format you prefer. ⸻ Part 3: Tools & Stack If you were to build this fully, what tools or tech stack would you use, and why? (For example: custom API integration, middleware tools, automation platforms, etc.) ⸻ Time Tracking Please include: • The time you started the task • The time you completed the task • Total time spent ⸻ Optional (Recommended) If possible, please include a short video (2–5 minutes) walking us through your approach and solution. This helps us better understand your thinking. ⸻ Submission Please send your response in a format that’s easiest for you (document, PDF, or message), along with any code snippets and optional video link. ⸻ We’re primarily interested in your thinking and approach, rather than a perfect or fully built solution.

Set up my CRM

I updated this Project, as 3/4 of the advert did not post properly, all applicants are invited to re-apply! I run a UK-based consultancy working with ~150 news publisher clients (mid-size/small digital publishers). I help them set up and manage syndication agreements with ~10 news aggregation platforms, generating monthly revenue share. I’m looking for an experienced CRM specialist to fully set up and optimise my Pipedrive account from scratch. Current Situation CRM (Pipedrive) purchased but not set up ~150 clients stored across: Microsoft OneDrive (contracts & folders) Microsoft Outlook (all communication) Key business knowledge currently in my head (not systemised) Website contact form not integrated into CRM _______________________________________ What I Need Built 1. CRM Structure & Data Migration • Import all ~150 clients into Pipedrive • Attach relevant metadata: Platforms they are on (e.g. Platform X, Y, Z) Revenue status (earning / not earning) Contract details (from OneDrive) Clean, logical pipeline structure ________________________________________ 2. Tagging & Filtering System I need to be able to easily query: “All clients on Platform X and Y” “Clients NOT on Platform A & B” “Clients not earning revenue yet” 3. Email Integration • Full sync with Outlook • All past and future communications linked to contacts • Ability to track conversations easily 4. Task & Workflow Management • Convert emails into tasks automatically • Ensure no client requests are missed • Follow-up reminders and workflows ________________________________________ 5. Platform Relationship Tracking • Track interactions with platforms as well as clients • Example: If a publisher was pitched to a platform and rejected → logged Avoid re-pitching incorrectly in future 6. Lead Capture Integration Connect to CRM from website form. Automatically create leads in Pipedrive Engagement • 5–10 hours per week initially • Potential for ongoing work Requirements (Must Provide) 1. Evidence of similar work Screenshots, case studies, or portfolio (especially Pipedrive setups) 2. 2-minute video Walk through how you would approach: Structuring the CRM Migrating data Automations 3. Additional value Tell me what I haven’t thought about that could improve: Efficiency Revenue tracking Automation Bonus (Nice to Have) Experience working with: Media companies / publishers SaaS marketplaces or platform ecosystems Ability to redesign website (future project)

opportunity

Zoho CRM expert

Good day, We are looking for a Zoho expert to assist us in some tasks we are trying to achieve in Zoho CRM: Task1: We are looking to integrate a new Warehouse management system called Helm WMS which is replacement our existing connection with Mintsoft. You can find the API connection details here: https://api.myhelm.app/ We would be looking to import customers, orders and shipment/tracking details from Helm into Zoho CRM. Task2: We are looking to integrate a support agent and sales agent through Zia, in order to draft and send replies to support tickets and work at relationship building with contacts/leads we have in the CRM. We have setup the Knowledge base in the Desk with articles. We would also like the agent to be able to provide tracking details from the Helm system above, subject to customer confirmation of order number and postcode or similar. Task3: We have a marketing schedule devised for the year, which includes email text content for sale days, special offers and holiday offers. We would like this setup to send to customers automatically who are on certain lists/tags and for new leads to be added to the journey. There are likely to be 3 separate journeys, one for trade customers, one for retail customers and one other. Task4: We have a telemarketer coming on board, they will be working through some leads we have imported. We have setup a process list for her to work through, we would like to verify we have set this up optimally to achieve the data we are looking to extract from the CRM. If you have experience with Zoho CRM, please share reviews of your work and a brief outline of the solution you would implement. Please let me know your timeframe and quote to complete the work, and your hourly rate for additional projects going forward.

opportunity

Zoho CRM to Companies House — XML Gateway Middleware Build

We are an accountancy practice (Optimise Accountants Ltd) that has already built a fully automated client confirmation workflow in Zoho CRM. When a client confirms their company details are correct, we need the CS01 Confirmation Statement to be filed automatically with Companies House via the XML Gateway eFiling service — with zero staff intervention. Phase 1 (client confirmation flow) is complete and live. We need Phase 2 only: a middleware layer that receives company data from Zoho CRM, constructs the CS01 XML payload, authenticates with Companies House XML Gateway, submits the filing, and writes the result (reference number, filed date, or error) back to the Zoho CRM record automatically. Full technical brief attached. Please read it before bidding. IMPORTANT: We will only consider bids from developers who have previously worked with the Companies House XML Gateway eFiling service specifically — not the Companies House REST API, and not general API developers. Please confirm this experience explicitly in your bid.

opportunity

Sales Dashboard for 6–8 Sales Reps with Comm Forecast, Analytics

I am looking for a freelancer to build a visual and user-friendly sales dashboard for a team of 6 to 8 sales representatives. The goal is to create an informative dashboard that allows each salesperson to access their own interface and analyze their performance in a clear and practical way. The dashboard should include, at minimum, the following features: • Individual view for each salesperson • Filtering and analysis by month, year, and fiscal year • Fiscal year comparison based on an accounting period from July to June • Year-over-year comparison • Top clients • Top clients by client type • Top-selling products • Department-based organization and reporting • Ability to select a client and view all related orders • Estimated next commission calculation based on formulas already defined • Clear visual presentation with charts and graphs • Maximum readability and usefulness for business decision-making Important notes: • I already have the commission calculation rules and logic • My current data and calculations are managed in Google Sheets, including scripts • I need a freelancer who can either build directly from Google Sheets data or propose the best tech stack compatible with it • The final solution must be reliable, easy to use, and easy to update What I expect from your proposal: • Your recommended technology stack for this project • Whether you would build it directly from Google Sheets, Google Apps Script, Looker Studio, Power BI, or another solution • The estimated delivery timeline • The main project phases • Examples of similar dashboards you have already built • How you would structure user access if each salesperson needs their own view

Experience with REX only

Hi everyone - I'm looking for someone that has experience with Rex to help set up email and letter templates etc

opportunity

Build a Custom Management “Work Hub” for Construction Business

To ensure you are not a bot and have actually read this brief, please include the following in your proposal. If these are missing, your proposal will be declined immediately without review. The "Keyword": Start the first line of your proposal with the words "DAMPROOFING HUB UK". Location Confirmation: Confirm that you are physically based in the UK and available for UK-time-zone communication. The "AI-Free" Guarantee: We are looking for a developer who writes clean, custom code or utilizes professional-grade low-code platforms (like Caspio, Knack, or Bubble) to save us time and money—not someone using AI to generate buggy code they don't understand. Briefly state your tech stack of choice for this. Proof of Work: Provide a link or screenshots of a Job Management or Field Service system you have built previously. Generic portfolio links will be ignored. The Xero Question: Briefly explain one challenge you’ve previously overcome when integrating a custom system with Xero. Note to Chancers: We are looking for a long-term technical partner, not a one-off freelancer. We have a strict vetting process. If you do not have the specific experience requested, please save your credits. I have attached a list of the works required - our website address is www.lancasterdampproofing.co.uk We also would need ongoing support - how would you be able to help with this?

Build a Custom work Hub for construction business

APPLICATION INSTRUCTIONS (READ CAREFULLY) To ensure you are not a bot and have actually read this brief, please include the following in your proposal. If these are missing, your proposal will be declined immediately without review. The "Keyword": Start the first line of your proposal with the words "DAMPROOFING HUB UK". Location Confirmation: Confirm that you are physically based in the UK and available for UK-time-zone communication. The "AI-Free" Guarantee: We are looking for a developer who writes clean, custom code or utilises professional-grade low-code platforms (like Caspio, Knack, or Bubble) to save us time and money not someone using AI to generate buggy code they don't understand. Briefly state your tech stack of choice for this. Proof of Work: Provide a link or screenshots of a Job Management or Field Service system you have built previously. Generic portfolio links will be ignored. The Xero Question: Briefly explain one challenge you’ve previously overcome when integrating a custom system with Xero. Note to Chancers: We are looking for a long-term technical partner, not a one-off freelancer. We have a strict vetting process. If you do not have the specific experience requested, please save your credits.

opportunity

API & Automation Specialist Needed

We are looking for an experienced API and automation specialist with strong expertise in Zapier and/or Make.com to help design and implement integrations across our internal systems. The ideal candidate will not only assist with the technical setup, but will also provide expert guidance on best practices, helping us decide whether Zapier or Make.com is the better platform for our needs. Scope of Work: • Review our current systems and integration requirements • Advise on whether Zapier or Make.com would be the most suitable solution • Design the integration architecture between our platforms • Build and configure the automations/workflows • Connect multiple platforms via APIs and webhooks where required • Ensure reliability, error handling, and proper data flow between systems • Provide documentation or walkthrough of the final setup Potential Systems to Integrate (examples): • GHL • Accounting software • Job management tools • Form submissions / lead capture systems • Internal spreadsheets or databases • Email or notification systems What We’re Looking For: • Strong experience with Zapier and/or Make.com • Solid understanding of APIs, webhooks, and data mapping • Ability to recommend efficient automation architecture • Experience integrating multiple SaaS platforms • Clear communication and ability to explain technical concepts Nice to Have: • Experience working with service-based businesses • Experience integrating GHL, accounting tools, or booking systems Project Type: Initial setup with potential for ongoing automation and integration work as our systems evolve. Please include examples of previous automation/integration projects you have built using Zapier or Make.com

CRM management

We are looking for a reliable individual to look after and manage our purpose built CRM system, promptly fixing time-sensitive issues when they arise and to make changes to the CRM and OMS for our growing publishing business.