Phoenix - Your AI AssistantERP/CRM Development Projects
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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.
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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
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.
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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.
Past Projects
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.
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
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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.
Configure quotes on automatic from Website
Hello we are looking for someone who can helps us to make a connector between our WordPress website on elementor and axonaut our french crm. The support said us that's possible with thèses solutions As of now, Axonaut does not offer a WordPress/Elementor plugin or an iframe integration that would allow you to directly embed the Axonaut quote creation interface into an external site. However, an integration via the Axonaut API is a viable option. The approach would involve keeping your form or configurator on your WordPress/Elementor site and then transmitting the data to Axonaut to create the necessary records within the platform. You could also use an automation tool like Zapier, Make, or n8n, provided your form is capable of sending data to these services. The most suitable solution will therefore depend on the desired level of automation: simply capturing quote requests, creating leads or clients, or generating quotes in a more advanced way.
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Camera SDK development
Im looking for a software developer to build and develop a full camera SDK. I attached all details I'm building a mobile app (android, ios) and need the camera SDK to be integrated in. I don't want to develop a mobile app, only camera SDK This needs to be discussed so please tale the time and read through, you can ask questions for more clarifications Price to be discussed only bid if you're qualified
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Link Google ads conversions to Salesforce
We are currently using a small number of conversions on Google ads (website contact form submissions and phone number clicks primarily) and are wanting to link our CRM system with Google ads to provide qualified on and offline conversions back into Google to register as a conversion and use the data for the algorithm learning. The two conversions previously mentioned are set up as primary conversions and we’re wanting to link up and start utilising a Salesforce action initially as a secondary conversion. After a period of monitoring and data gathering switch this over to a primary conversion to allow google to start optimising for this Salesforce action within our google ads account. We therefore need an individual who is experienced in Google Data Manager and has previous expertise at integrating CRMs into Google Ads. The scope of the work should be: An initial consultation meeting where myself and the sales director can fully explain the goals and show the current Salesforce infrastructure Followed by an implementation where we make any necessary Salesforce tweaks required to map leads correctly whilst you ensure the data is being correctly grabbed and stored within the google ads side. Subsequent troubleshooting throughout a pilot study where we are only using this as secondary conversion until we are confident in data accuracy. We're attaching a proposed strategy for this period. Please reply with anything you feel is being overlooked or you will need from us to ensure this initial consultancy meeting is as in depth as possible.
Guest Post / Sponsored Placement on NerdWallet.com
I’m looking for a guest post or sponsored placement on NerdWallet.com. I saw that you previously worked with high-authority guest posting and outreach projects, so I’d like to check whether you currently have publishing access to NerdWallet.com. Could you please provide the following information: Your current price for one NerdWallet.com placement 2–3 recent live NerdWallet.com examples Whether a natural brand mention and website link are allowed Link attribute: dofollow, nofollow, or sponsored Estimated turnaround time Whether the article will remain permanently live Refund or replacement policy if the article is removed Whether we can provide our own article or your team needs to write it We are looking for a genuine placement directly on NerdWallet.com, not a syndicated copy, redirect, or another website. If you currently have access, please send me your latest price and recent examples. Thank you!
HaloPSA - Invoicing and Billing
We have all connections set up within Halo to pull in data from various systems and services, and then syncing to Xero for billing and invoicing. We are looking for someone experienced to set up some agreements and recurring billing for us please, pulling in the data and syncing it with the sources of NinjaRMM, software from Pax8, backup services and quantities from Dropsuite etc. Then initially sync them over in September to Xero, check they are all good and working. Then support us ongoing for billing and invoicing.
Migrate Microsoft Access Database to SharePoint and Power Apps
We are looking for a Microsoft 365 developer to migrate an existing Microsoft Access database into a secure cloud based system. The database is used by a small charity operating a toy and toddler equipment lending service for children aged 0 to 5. It currently manages: • Members and families • Toys, books and equipment • Unique item codes • Loans and returns • Small loan charges • Equipment issued through an outreach service The organisation already uses Microsoft 365 and SharePoint. Our preferred solution is: • SharePoint and Microsoft Lists for data storage • Power Apps for a simple staff interface • Power Automate for reminders and basic workflows The system will be used by two part time staff, an outreach worker and Trustees with appropriate read only access. The project should include: • Reviewing the current Access database • Recommending the best Microsoft setup • Migrating and cleaning the data • Building a simple Power App • Setting up permissions • Testing and handover Please include examples of similar work, your recommended approach, estimated cost, delivery timescale and any licensing requirements.
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Bitrix24 Co Pilot
Bitrix24 Cloud — CoPilot / AI setup and CRM optimisation We run Bitrix24 Cloud on the Enterprise plan. Our CRM is already live and in daily use — this is not a fresh implementation. We want someone to switch on and properly configure the AI (CoPilot) features so they actually save our team time, and to tidy up the automation around them. **Scope of work** 1. Audit our current setup and confirm which CoPilot features our plan includes, and whether we should move tiers to get the rest. 2. Configure CoPilot in CRM: chat/conversation summaries and auto-fill of CRM fields from customer conversations. 3. Set up call handling — transcription, speech analytics, and comparison against sales scripts. We do currently use Bitrix24 telephony; our provider is 3cx. 4. Set up CoPilot in Tasks and Feed where it's useful. 5. Review our existing automation rules and triggers, fix anything broken, and add automations where CoPilot output can feed the next step. 6. Write short internal documentation and run one training session recorded for our team. What we need from you - Demonstrable Bitrix24 experience — please link 2–3 comparable projects and say what you built - Confirmation you can work within our access limits (see below) - An estimate broken down by the items above, plus your hourly rate for follow-up work - Your availability and expected turnaround
React / Next.js Front End Developer — Remote
We're building the new web version of our product and are looking for an experienced front-end developer to lead and support the rollout. You'll work primarily in React and Next.js, building the interfaces our customers use every day. The frontend integrates with a SQL Server database via a C# API — you won't be modifying the API or database directly, but you'll need to understand relational data and work comfortably against existing APIs. WHAT YOU'LL DO - Build and maintain UI features in React / Next.js - Consume and integrate with an existing C# REST API - Translate designs and requirements into performant, accessible, responsive interfaces - Write clean, maintainable, well-tested code and participate in code review - Collaborate with the wider team (and any backend/API developers) to flag issues, edge cases, or data needs WHAT WE'RE LOOKING FOR - 3-5+ years of professional front-end development experience - Strong hands-on experience with React and Next.js (App Router / SSR / routing/data fetching patterns) - Solid JavaScript fundamentals; TypeScript experience strongly preferred - Strong HTML5 and modern CSS skills - Comfortable working with relational databases conceptually (you won't write SQL day-to-day, but should understand schemas, joins, and how data is structured) - Experience consuming REST APIs built by another team (ideally including .NET/C# APIs, but not essential) - Good communication skills — able to work async/remote and flag blockers early NICE TO HAVE - Experience with a component library/design system - Automated testing experience (Jest, React Testing Library, Playwright/Cypress) - Familiarity with CI/CD and Git-based workflows - Experience in construction, CRM, or B2B SaaS products LOGISTICS - Fully remote HOW TO APPLY When you apply, lead with relevant experience; tell me how you've shipped React or Next.js apps that tracked complex regional data and how you kept performance sharp. Links to repos or live products speak louder than a polished proposal.
Oracle Integration Cloud (OIC) Consultant
We're looking for an Oracle Integration Cloud Consultant who can own enterprise integration work end to end — discovery, architecture, implementation, migration, and production support. This isn't a "follow the ticket" role: you'll independently design and build production-grade OIC integrations connecting Oracle applications with ecommerce, ERP, CRM, finance, and supply chain platforms. If you know OIC 3 inside and out and want variety across projects and industries, this is built for that. What You'll Do - Design and build integrations using Oracle Integration Cloud, including Oracle and third-party adapter configuration - Develop scheduled, event-driven, batch, and API-based integrations - Create data mappings, transformations, validations, and orchestration workflows - Integrate Oracle applications with ecommerce, ERP, CRM, finance, and supply chain platforms - Implement error handling, retries, monitoring, logging, and alerting - Define data contracts and technical documentation - Troubleshoot integration and connectivity issues across environments - Support deployments across development, testing, and production - Evaluate integration architectures, platform costs, and alternative approaches - Collaborate directly with application, infrastructure, and business teams What You Bring - Strong hands-on experience with Oracle Integration Cloud, preferably OIC 3 - Experience building and deploying production-grade integration flows - Experience with at least one Oracle enterprise application (JD Edwards, Oracle ERP Cloud, E-Business Suite, PeopleSoft, or Siebel) - Strong knowledge of REST, SOAP, JSON, XML, webhooks, authentication, and data mapping - Experience with scheduled, event-driven, synchronous, and asynchronous integration patterns - Experience with error handling, monitoring, troubleshooting, and operational support - Familiarity with Oracle Cloud Infrastructure - Strong communication, documentation, and independent problem-solving skills