ERP/CRM Development Projects

opportunity

Zoho CRM integration with zoho books and WhatsApp

I need integrate all my channels in the zohoCRM whatsapp e-commerce integration abandoned cart notifications social media instagram and Facebook emails create a pipeline with all the sales steps create a chatbot to the clients CRM training for the team

Lead generation / contact list calling

I'm hoping you can provide me with an estimated cost for the below brief: docket www.docketfm.co.uk - background for calling THE JOB 600-700 contacts I'll give you a spreadsheet of FM and maintenance companies, already cleaned up. Company name, what they do, website, phone number and the director's name. You work down it and ring them Record the outcome against each one on the sheet as you go: demo booked, wants to proceed, call back, not interested, wrong number, no answer. If they already use a system, note which one. If they say no, note whether it was timing or they're happy where they are. Anything they tell you about how they run their jobs now is worth writing down even when the answer is no. WHAT WE ARE docket is a CAFM system, the software an FM or maintenance company runs its jobs on. Reactive jobs and planned maintenance in one place, engineers working off a phone, contractors and clients with their own logins, certificates and compliance paperwork filed automatically as jobs get completed. It's live and in use. I built it and I run it. Before that I spent seven years running a national facilities helpdesk, so it's built by someone who used these systems rather than someone who sold them. THE NUMBERS £35 per person per month, everything included. No tiers, no modules to add on. Subcontractors and clients get logins free, so they only pay for their own staff. Five people is £175 a month, ten is £350. No setup fee, no onboarding fee, nothing to pay to move their data across. First 60 days free from the day they go live. Walk away inside that and they owe nothing. The 12 month term starts after, and only if they carry on. WHO WE WANT Independent FM and maintenance companies, mostly three to ten people. The ones worth your time: Companies still running jobs off a spreadsheet, a shared inbox and their phone. That's most of the list. Companies that have just started up or just gone independent. Companies that have merged and ended up with two systems. Not worth your time: anyone happy with a CAFM they already pay for, you'll here names consistently in these conversations such as joblogic, maintain x, expansivefm etc. WHAT COUNTS AS A RESULT Either a booked call with me, twenty minutes on Teams at a time they pick, or a yes on the call. If they want it, take their name, email and company and I'll send the agreement the same day. You're not signing anyone up or taking payment details. A FEW THINGS TO AVOID Don't name any customer or suggest there are lots of them. Don't call the 60 days a trial, it isn't one. Don't name SFG20 or any other partner. There's a contract that stops us. Don't name my day job employer. My background is "a national facilities helpdesk". If they ask whether it does something and you don't know, say you'll find out. A wrong answer costs us the deal. Don't ring anything marked CTPS on the sheet. Anything you're unsure of, just ring me. Joe

Lead Salesforce Developer / Architect — Sales Cloud and CPQ

We’re looking for an experienced Salesforce specialist to lead the design and delivery of scalable solutions across Sales Cloud and CPQ. You’ll work with business stakeholders and engineers to turn requirements into technical plans, build key features, and guide the quality of the implementation. What you’ll do Design, develop, and deploy Salesforce and CPQ solutions. Translate business requirements into technical specifications and delivery plans. Build and review Apex classes, triggers, and Lightning Web Components (LWC), with attention to performance and security. Set coding, testing, and architecture standards; improve CI/CD and automated testing. Guide and mentor Salesforce engineers, manage technical debt, and help plan work with technical and business leaders. Explain technical decisions clearly to stakeholders and support incident resolution when needed. What we’re looking for 5+ years of Salesforce development experience, including hands-on CPQ work. Strong experience with Apex, LWC, Salesforce configuration, security, and administration. Experience with APIs, JSON, Git, and Agile delivery. Ability to lead technical decisions, review code, and communicate clearly.

Dash board Project

Seeking an experienced dashboard developer to design and implement an intuitive, visually compelling dashboard for our project. Responsibilities include data integration, responsive layout, interactive visualizations, performance optimization, and user-friendly navigation. Preferred skills: dashboard frameworks (e.g., Tableau, Power BI, Looker, or custom web-based D3/React solutions), strong data modeling, API integration, and clear documentation. Deliverables: fully functional dashboard, source files, deployment guidance, and brief training notes. Timely delivery and attention to detail required.

Hubspot Configuration

My Business Consulting company uses Hubspot but we don't feel it was ever configured fully to our company and we don't feel we're getting the maximum benefit from the system, nor do we feel we fully understand how to use the system to its full extent. We're looking for a Hubspot expert who can configure the system to our company, maximise the potential benefit we derive from the system and teach us so we are more confident in using Hubspot.

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.

opportunity

GoHighLevel Expert Needed – Reusable Growth Engine & Snapshot

# GoHighLevel Expert Needed – Build Reusable Growth Engine & Snapshot I’m looking for an experienced **GoHighLevel (GHL) specialist** to build a reusable **marketing and lead-conversion Growth Engine** for my agency. The goal is to build the system once as a **Master Snapshot** and deploy it across future client sub-accounts with minimal client-specific configuration. ## Core Customer Journey Traffic / Ads → Landing Page → Lead Capture → Qualification → Email/SMS Nurture → Appointment → Pipeline → Follow-up → Conversion → Review / Reactivation ## Scope The solution should include: * Landing page/funnel and lead capture form * CRM pipeline and opportunity stages * Custom fields, tags and lead-source tracking * Email/SMS automation * Appointment calendar, confirmations and reminders * No-response and lead-nurture workflows * Pipeline-stage automation * Lost-lead/reactivation workflow * Review/reputation workflow * Basic lead/conversion dashboard * Facebook/Instagram, Google, website and webhook integration readiness * Reusable **Master HighLevel Snapshot** The solution should use native HighLevel functionality wherever practical and be designed for **reusability, scalability and easy client onboarding**. ## Deliverables 1. Working Growth Engine 2. Master GHL Snapshot 3. Test client sub-account deployed from the Snapshot 4. End-to-end testing 5. Simple configuration/onboarding guide 6. Recorded walkthrough and handover ## Suggested Milestones **Milestone 1 – 20%: Architecture & Design** Agree customer journey, pipeline, workflows, custom fields/tags and Snapshot architecture before building. **Milestone 2 – 50%: Build** Complete funnel, CRM, workflows, calendars, automation and dashboard. **Milestone 3 – 30%: Snapshot, Testing & Handover** Create Master Snapshot, deploy it to a fresh test sub-account, demonstrate the end-to-end journey, fix defects and provide documentation/walkthrough. Final payment should follow successful test deployment from the Snapshot. ## Screening Questions Please answer these when applying: 1. How many HighLevel agency/sub-account implementations have you completed? 2. Have you created reusable GHL Snapshots? Please provide an example. 3. How would you separate **Master Snapshot configuration** from **client-specific configuration**? 4. What parts of this solution cannot be transferred through a Snapshot? 5. How would you test that a newly deployed client sub-account works correctly? 6. What third-party services or additional HighLevel costs would you expect? 7. Please provide your **fixed price and estimated delivery time**. Please include examples/screenshots or a short video of similar GHL automation work you have completed. Start your proposal with **“GROWTH ENGINE”** so I know you have read the requirements. I’m looking for someone who understands **HighLevel architecture and reusable automation systems**, not simply someone who can configure a basic CRM.

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