ERP/CRM Development Projects

Integration Specialist for Self Storage SaaS with HubSpot

Summary We are seeking an experienced integration specialist to connect our self storage specific SaaS system with HubSpot. The ideal candidate will have a strong background in API integrations and a deep understanding of CRM systems. We will handle the data imports from head office. We require the most support with connecting the 2 systems in order to achieve contact synchronization, unit availability synchronization, order creation in the SaaS from HubSpot deals . If you have a proven track record in SaaS integrations and are familiar with self storage or CRM systems, we want to hear from you! Objective Integrate HubSpot with the operational storage management platform to support sales and storage operations. We are adopting a dedicated operational platform for managing storage units and tenancies across its sites. The business already uses HubSpot for sales, marketing and customer relationship management. An integration is required so that: Sales enquiries, quoting and deal management remain in HubSpot Unit management and tenancy operations are handled in the operational platform Both systems maintain consistent visibility of customers and unit status Brief 1. Objectives a. Maintain HubSpot as the sales platform Sales teams continue to manage enquiries, quotes, deals and the pipeline within HubSpot. b. Use the operational platform for storage management The operational platform will handle unit inventory, allocation of units, tenancy lifecycle and occupancy status. c. Synchronise core data between systems Both platforms should stay aligned on customer records, unit inventory, unit availability and occupancy status. d. Automate order creation When a deal reaches a defined stage in HubSpot: i. a customer record should exist in the operational platform ii. an order should be created in the operational platform iii. the order ID should be stored in HubSpot e. Provide operational visibility in HubSpot Sales and customer service staff should be able to see which units a customer occupies, unit availability and operational status directly within HubSpot. 2. Functional Requirements a. Contact Synchronization i. Create customers in the operational platform from HubSpot contacts ii. Update customer information iii. Store the customer ID in HubSpot Email will likely act as the primary matching key. b. Unit Types HubSpot should contain a representation of unit types including size, location, pricing and metadata to support quoting and deal creation. c. Storage Unit Visibility HubSpot should display unit identifiers, availability, occupancy status and associated unit type. Units remain controlled in the operational platform and read-only in HubSpot. d. Deal to Order Process When a deal reaches a defined pipeline stage in HubSpot: i. Confirm or create the customer in the operational platform ii. Create an order in the operational platform using the selected unit type iii. Store the order ID on the HubSpot deal e. Operational Updates Changes in the operational platform should update HubSpot including order creation, tenancy creation, move-in confirmation and occupancy changes. 3. Technical Context The initial concept uses HubSpot workflows, webhooks and API connections between HubSpot and the operational platform. However, we are open to recommendations on the most appropriate integration architecture. 4. Project Timeline Expected delivery timeframe: approximately 2–3 months including testing and validation. 5. What We Are Requesting We are seeking proposals covering: Recommended integration approach Estimated implementation timeline Project cost estimate Ongoing maintenance requirements (if any)

opportunityurgent

Reformatting and cleaning data from an old CRM

I have several excel spreadsheets with excessive data which need cleaning and updating then putting into a workable format

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Odoo expert

We are seeking an Odoo expert to assist with daily operations and tasks within our Odoo environment. The ideal candidate will have a strong understanding of Odoo modules and workflows, providing support in troubleshooting and optimizing our processes. You will collaborate with our team to ensure seamless operations and help implement best practices. If you are detail-oriented, proactive, and possess excellent problem-solving skills, we want to hear from you! Hours: 9am - 5pm Monday - Friday UK time (holidays available) Most important to us: Ambition to succeed Understand the business Complete jobs (no half done so we keep going back to same issue) Test correctly

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Pipe drvie CRM set up

Seeking an experienced Pipedrive specialist to configure a robust CRM tailored to my business. Responsibilities include customizing pipelines, stages, fields, and workflows; importing and deduplicating contacts; setting up automation, email integration, and activity/task templates; creating insightful reports and dashboards; and training materials or brief walkthrough. Ideal candidate has proven Pipedrive implementations, strong data hygiene practices, and excellent communication to deliver a polished, scalable CRM solution.

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VoIP & CRM Integration Consultant (Short-Term Advice Only)

What I Need: I have a custom CRM system (called Ilumino) and I want help choosing the best VoIP system (e.g., JustCall, Aircall, Zoom Phone, etc.). I only need unbiased advice, not development work. Your Role: Help me understand which VoIP app fits my CRM best Review API options Tell me the pros/cons of each system for my setup Help me prepare questions for my Ilumino developers Skills You Should Have: Experience with VoIP apps + CRM integrations Good understanding of APIs and webhooks Able to explain things simply Experience with custom CRM integrations is a big plus Project Length: 1–3 hours of consultancy only.

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We are looking for experienced Frontend developer

Seeking an accomplished Frontend Developer to craft responsive, high-performance web interfaces. Must possess expert knowledge of HTML5, CSS3, JavaScript (ES6+), and modern frameworks such as React, Vue, or Angular. Responsibilities include implementing pixel-perfect designs, optimizing load times, ensuring cross-browser compatibility, and collaborating with designers and backend engineers. Strong problem-solving skills, attention to detail, and familiarity with state management, testing, and build tooling are essential. Prior project portfolio required.

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Multi‑Page Employee Onboarding Form – Zoho Forms

We are looking for an experienced Zoho Forms expert to design and build a professional, multi‑page employee onboarding form that captures all essential new‑starter information in a clear, structured, and automated format. The final solution should be easy for new employees to complete and efficient for our internal teams to process. Our aim is to digitize and streamline employee onboarding using Zoho Forms, leveraging features such as conditional logic, structured data capture, automated notifications, and secure submission workflows. (Zoho Forms supports conditional fields, data capture, and workflow triggers for onboarding processes.

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Zoho CRM Developer Needed – Improve Zoho Vendo API Integration

Summary We are looking for an experienced Zoho CRM developer with strong Deluge and API integration experience to help refine and extend an existing Zoho CRM and Paradigm Vendo integration. This is not a greenfield project. The core API integration has already been successfully implemented and tested. We need a developer who can review the existing Deluge code, refine workflow behavior, and implement Phase 2 enhancements without rebuilding the integration. The existing Deluge function and API communication are already implemented and working in production. The current system successfully creates Vendo appointments and stores the returned Vendo appointment ID inside Zoho CRM. ⸻ CURRENT SYSTEM (PHASE 1 COMPLETE) Zoho CRM currently creates Vendo sales appointments directly from a Contact record. A custom button in Zoho runs a Deluge function that: • Collects Contact and address data • Normalizes phone numbers and state abbreviations • Sends a payload to the Vendo API Endpoint currently used: POST /v2/appointment Example response from Vendo: Appointment ID returned from Vendo The returned appointment ID is stored in Zoho CRM in the custom field: Vendo_Appt_ID Duplicate protection has already been implemented so the system will not create multiple Vendo appointments for the same contact. We have also successfully tested the Vendo deeplink endpoint which returns a launch URL for the appointment. This URL launches the exact appointment directly inside the Vendo application. ⸻ PHASE 2 OBJECTIVES Phase 2 focuses on improving usability, workflow safety, and user interface behavior inside Zoho CRM. ⸻ 1. Relaunch Existing Vendo Appointment When a contact already has a Vendo appointment ID stored, we want a Relaunch Vendo button that: • Calls the Vendo deeplink endpoint using the stored appointment ID • Retrieves the returned deeplink URL • Opens the exact Vendo appointment for the CRM user Note: Zoho Deluge functions run server side, so the developer must implement the correct method to open the returned URL for the CRM user. ⸻ 2. Canvas Interface Logic We are using Zoho CRM Canvas for the contact interface. Phase 2 will include improving the Canvas layout to support a structured sales cockpit style interface for agents during remote discovery calls. This includes: • Conditional button visibility based on Vendo_Appt_ID • Clean layout for discovery fields and property information • Quick property research launch buttons based on the confirmed address Examples of research links may include: • Zillow • Realtor • Street View • County Auditor These links should dynamically use the address fields stored in the CRM record. The goal is to provide agents with fast property context while speaking with customers. ⸻ 3. Reset and Refresh Workflow Sometimes intake data changes after the appointment has been created. We need a safe workflow action called Reset Vendo Link. This action should: • Clear the stored Vendo_Appt_ID • Allow the user to recreate the appointment if needed The existing duplicate protection must remain intact. ⸻ 4. Code Review and Cleanup Review the current Deluge integration and ensure: • Clean structure • Proper error handling • Maintainable logic • Documentation of the integration behavior The goal is to keep the integration stable, understandable, and easy to extend. ⸻ REQUIRED SKILLS • Zoho CRM • Deluge scripting • REST API integrations • Zoho Canvas • Debugging and improving existing code ⸻ NICE TO HAVE • Zoho Widgets or Client Scripts • Webhook or event based integrations • Experience integrating external SaaS platforms with Zoho ⸻ IMPORTANT The appointment creation integration is already working. We are specifically looking for a developer who is comfortable reviewing and extending existing working code rather than rebuilding the integration from scratch. Phase 2 focuses only on improving the sales interface and existing integration. Production workflow automation will be addressed in a later phase. This prevents candidates from quoting production systems in the estimate. ⸻ WHEN APPLYING PLEASE INCLUDE 1. Your experience with Zoho CRM and Deluge 2. An example of an external API integration you have built using Zoho 3. Your estimated hours to complete the Phase 2 tasks described above

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Development of a cost effective CRM system

We seek an economical, scalable CRM to manage our expanding customer base. The system must store and organize contacts, enable categorization by product and spending levels, and support searchable filters. Include configurable alerts and prompts for timely actions, integration with a limited set of email templates for targeted outreach, and basic reporting on engagement and revenue. Emphasize usability, data security, and straightforward deployment with clear documentation for ongoing maintenance.

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Zoho CRM Enterprise Build – Sales OS (SMS & VoIP Integration)

Project Overview We are a UK-based renewables installation business seeking an experienced Zoho CRM specialist to implement a fully specified sales operating system. This is not a discovery project. We have complete technical documentation (83 pages across three controlled documents, full field matrix, validation logic, workflow pseudo-code, and process maps with IF/THEN permutations) ready for implementation. We are now looking for a capable implementation partner to build exactly what is specified. Scope – Phase 1 Users: 6 (Sales, Manager, Admin) Modules included: Leads Contacts Accounts (Household model) Sites (custom module) Deals (pipeline enforcement engine) Lead Gen Providers (custom module) Funding Schemes (custom module) Core functionality includes: Lead → Contact + Account + Deal conversion (single action) Stage-based mandatory field enforcement Blueprint-style pipeline control Hard and soft duplicate detection rules UK postcode validation and normalisation workflows SMS automated first-touch with logging and opt-out enforcement VoIP click-to-call with automatic call logging and outcome enforcement Stage duration alerts and quote expiry alerts Data migration from Excel with deduplication Role-based field visibility and permissions Operational dashboards for sales performance Full documentation will be provided to shortlisted candidates only. Integrations SMS: Twilio (preferred) or MessageBird VoIP: 3CX / Aircall / CloudTalk (final provider to be confirmed) You must be comfortable configuring: API authentication Webhooks Activity logging Opt-out enforcement Error handling logic What We Are Looking For Essential: Proven Zoho CRM implementation experience Strong knowledge of validation rules and workflow logic Experience configuring Blueprints and stage enforcement Experience with SMS and VoIP API integrations Experience with data migration and deduplication Desirable: UK GDPR awareness Experience building sales process enforcement systems Experience working from formal technical specifications Who Should NOT Apply × Generalist VAs who “know Zoho” without implementation portfolio × Anyone without SMS/VoIP integration experience × Copy-paste proposals without demonstrating understanding of structured builds × Agencies planning to outsource this to junior developers × Anyone expecting a vague brief or discovery-led engagement This is a defined implementation project. Zoho Version We are open to recommendations between Zoho CRM Professional and Enterprise. Please specify which edition you recommend and why, based on Blueprint, API, and automation requirements. Budget & Timeline Initial budget indication: £600 This is a starting figure for Phase 1 configuration. After reviewing the documentation, you may propose a revised fixed price aligned to scope. Indicative development schedule: 3–4 weeks for configuration and integration, subject to agreement. Please provide your realistic delivery timeline. How to Respond Please include: Summary of relevant Zoho CRM builds Confirmation you are comfortable working from detailed technical documentation Experience with SMS and VoIP API integrations Suggested Zoho edition (Professional or Enterprise) and rationale Estimated timeline Fixed price proposal Shortlisted candidates will receive the full specification package before final appointment.

Migrate from Odoo 16 to Odoo 18 cimmunity

i need to migrate an odo community version 16 database to an odoo 18 community database

Finalizar CRM AppSheet y Sheets

Tengo un CRM construido en AppSheet vinculado a Google Sheets que quedó a medio camino y hoy requiere cambios significativos para quedar listo para producción. Estado actual • Funciona de manera básica, pero varias pantallas y flujos presentan inconsistencias. • Las automatizaciones no ejecutan todas las reglas de negocio previstas. • La integración con las hojas de cálculo pierde datos en algunos casos. Alcance de este encargo 1. Interfaz de usuario – Contarás con un diseño claro que define pantallas, navegación y estilos. Solo necesitas plasmarlo fielmente dentro de AppSheet, optimizando para desktop y móvil. 2. Automatización de procesos – Revisar y rehacer bots, acciones y workflows para que cada lead, oportunidad y cierre de venta siga su ciclo sin intervención manual. 3. Integración de datos – Asegurar el mapeo correcto entre AppSheet y Google Sheets, evitando duplicados y manteniendo históricos. – Documentar las tablas, columnas y relaciones clave para futuras modificaciones. Entregables esperados • AppSheet app actualizada siguiendo el diseño aprobado. • Workflows y bots funcionando y testeados. • Google Sheets saneadas y estructuradas. • Breve guía de uso y cambios realizados. Busco a alguien con experiencia demostrable en AppSheet, manejo avanzado de Google Sheets y buenas prácticas de automatización. Valoraré propuestas que incluyan tiempos estimados y ejemplos de proyectos similares.

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Custom Contractor Management System (Replace Tradify)

Project Name: Custom Contractor Management System (Replace Tradify) Project Type: Full custom web + mobile application Overview: We are building a full contractor management system to manage engineers, subcontractors, jobs, timesheets, invoicing, GPS tracking, and reporting. The system must be scalable (currently 9 engineers, future 500+), secure, GDPR-compliant, and integrate with Sage first and Xero later. We need a freelancer (or small team) to develop both backend + frontend, mobile apps, and database according to detailed specifications. ⸻ 1️⃣ Key Features / Requirements A) Web Dashboard (Managers/Admins/Accountants) • Job management (create, assign, track status, attach files/photos) • Subcontractor management (assign jobs, track jobs, generate POs, track invoices) • Client invoice management (create, track, integrate with Sage) • Reports: Timesheets, material usage, profit analysis • Engineer live map / GPS tracking overview • Alerts: overdue invoices, missing photos, incomplete jobs • Role-based access: Admins, Managers, Accountants, Field Supervisors B) Mobile App (Engineers) • Job list (assigned / in progress) • GPS tracking (real-time + periodic, check-in/out) • Job report form: • Time on site (auto/manual) • Travel time • Materials used • Parking / fees • Findings & recommendations • Tick-box checklists • Photos (before/during/after) • Submit reports to web dashboard • Timesheet tracking + weekly summary C) Subcontractor Module • Assign jobs to subcontractors • Track job status • Generate Purchase Orders (POs) • Track subcontractor invoices (manual + CSV/XLSX upload) • Automatic reminders for due / overdue invoices • Exportable / Sage integration D) Invoicing Module • Quote → Job → Invoice workflow • Retainers / deposits • Recurring invoices • PDF export • Sage integration first → Xero later E) File Upload / Import • CSV/XLSX upload for subcontractor invoices • Validate fields, duplicates, missing info • Track manual vs file-uploaded invoices F) Reporting • Job summary, material usage, profit analysis • Timesheets & payroll export • Engineer GPS history / route playback ⸻ 2️⃣ Technical Requirements • Backend: Node.js + NestJS • Web Frontend: React + TypeScript • Mobile App: React Native (iOS + Android) • Database: PostgreSQL • Realtime cache / GPS: Redis • Hosting: AWS + Docker + CI/CD • Accounting integration: Sage first, Xero later • Notifications: Push + Email • GDPR-compliant storage and encryption ⸻ 3️⃣ Deliverables • Fully functional web dashboard • Mobile apps for engineers (iOS + Android) • Subcontractor management module (web + optional mobile) • Invoicing module with Sage integration • Timesheet + GPS tracking module • Database schema & API endpoints • File upload / import functionality • Deployment scripts (AWS / Docker / CI/CD) • Documentation (user manual + API documentation) ⸻ 4️⃣ Project Phases / Milestones Phase 1 – MVP: • Engineer mobile app (GPS + job reports + timesheets) • Web dashboard (job management + reporting) • Subcontractor module (manual + file upload invoices + POs) • Invoicing (Sage integration) Phase 2 – Optional: • Advanced reporting / analytics • Xero integration • Material stock & procurement • Client portal Phase 3 – Optional / Future: • SaaS multi-company version • AI-assisted job report summary • Fleet & asset tracking ⸻ 5️⃣ Requirements from Freelancer • Experience with Node.js, React, React Native, PostgreSQL, AWS • Experience building CRM / ERP / field service apps • Ability to design scalable architecture • Experience with API integration (Sage/Xero) • Ability to handle file uploads, CSV/XLSX imports, and validation • Strong English communication and documentation skills • Deliver code in phases/milestones • Provide full technical documentation + deployment scripts

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Microsoft Power Platform Specialist – Op Workf & Automation Syst

No time wasters PLS, if you don't have the skills, don't waste time. Please see attached: We are seeking an experienced Microsoft Power Platform specialist to design and implement a structured operational workflow automation system for a growing product-based business. This is not a simple task automation project. We require a scalable system architecture built inside Microsoft 365 that unifies: WooCommerce e-commerce orders Email-based quotation-to-order workflow Pre-dispatch inspection controls (paperless) Digital proof of delivery (tablet-based with GPS/photo/timestamp) Payment status controls (prepaid and credit accounts) Bank transaction monitoring VAT visibility dashboard (read-only integration with accounting system) Future-ready production traceability structure The objective is to create a unified Order Control System with structured data architecture that can later integrate with manufacturing/ERP systems. Technical Environment Microsoft 365 (SharePoint, Lists, Power Automate, Teams) WooCommerce (WordPress) Sage Accounting Standard Bank (South Africa) All development must occur within our Microsoft tenant. We retain full ownership of all flows, data, and credentials. What We Are Looking For The ideal candidate must have: Strong Microsoft Power Platform experience Experience integrating WooCommerce via API/webhooks Understanding of accounting workflows (VAT, credit control, reconciliation logic) Experience designing structured, scalable systems (ERP-aware thinking) Ability to document system architecture clearly This role requires structured thinking and business process understanding — not just flow building. Deliverables Unified Order Control Board WooCommerce integration Inspection workflow (mandatory gate before dispatch) Digital POD system Payment and credit control logic Bank monitoring alerts VAT visibility dashboard Full documentation 30-day post-deployment support Proposal Requirements Please include: Relevant project examples Estimated timeline Detailed cost breakdown High-level architecture explanation Confirmation development will occur inside our Microsoft tenant Description of how you would design the system for future ERP/manufacturing integration

CRM System build

I need a developer who is experienced in Laravel to complete models within an existing CRM structure. Examples are building data fields within the software that all the data to be prepopulated into standard forms. Need database libraries to be built that can be accessed through other parts of the software. Dashboard reporting, document storage, contact tools etc. The software is to be used by lawyers to be able to process claims efficiently. We want to be able to integrate AI into the software to read data and produce reports from the data sourced. I can send a full presentation with all the elements that need to be produced if required

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GoHighLevel Automation Expert Needed – Full Sales Pipeline Build

We’re looking for an experienced GoHighLevel (GHL) automation specialist to build a complete end-to-end sales pipeline and workflow system inside our GHL sub-account. This is a structured build (no external tools required). Scope of Work You will: -Create a single unified sales pipeline (13 defined stages provided) -Build automated workflows for: -Lead intake + round robin assignment -Task creation at each key stage -Session booking confirmations + reminders (email & SMS) -No-show recovery -Demo send automation (email + SMS) -Demo tracking logic: inbound call to dedicated demo number must only count as “tested” if call duration > 30 seconds -Demo reminder sequence that stops immediately once tested -Post-session follow-up -Closed Won onboarding workflow Clean stop logic is essential. No automation overlap.

Go HIgh Level CRM - Setup and workflows

Hi, I'm looking for help to setup our go high level CRM account : Basic - customer/company matching association Workflow automations - pipeline and retention/segmentation setups Please reach out if you have experience working with Go High Level and share some examples of workflows you worked on. Thank you

Go High Level Expert

I need a Go High Level expert for a per hour basis to help develop the system for many things but the automation and AI is key. One example is we have 100 customers loaded and we need each of them to click or agree through a funnel or web page one of 3 options which be their new membership. we need individually emails to go to them with their current independent package which we have the detail to.

Need help with CRM choice & set-up

I used to use Salesforce, but today, it seems far too complex... Can you help me set-up a simple database sytem / CRM that simply allows me to add companies, add contacts, record all communication and allows me to set open activities.... I just spent 3 failed hours and I'm considering jumping off a bridge! Please Help!

Pandadoc to Quickbooks Integration

Looking for a PandaDoc/QBO expert to help us fasttrack setting up proposals to convert to QBO invoice... Step 1. Setup Pandadoc proposals to create QBO Invoice after acceptance (using native integration) Step 2. Accomodate partial invoicing i.e invoice 40% section A, invoice 100% section B etc The goal is to make it easy to generate proposal, get signed and invoiced for payment easily and quickly.