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featuredopportunityurgent
LEAD FLOW OR LEAD MANAGEMENT SYSTEM
Hi, I require a lead management / CRM system to manage and optimise our sales leads workflow. To save time this should be a ready existing platform that you already have and can customise extensively to our requirements. The platform once customised and ready should be on my server with no third party links or ongoing fees etc The most critical requirement is that the system must support 8x8 internet telephone integration (for direct calling from within the CRM) as well as WhatsApp messaging integration, so that assigned sales agents can make calls, send WhatsApp follow-ups, and manage communication directly from the platform without leaving the system. Based on the attached examples, I require a modern, clean, dashboard-style CRM with the following features and functions: Core Lead Management Features Centralised lead database Add / edit / delete leads Assign leads manually to specific agents Automated lead allocation (optional) Lead ownership tracking Lead notes / internal comments Lead history / activity timeline Search and filter functionality Bulk import of leads via CSV / Excel Export functionality Duplicate lead detection Lead Pipeline / Sales Funnel Management A visual Kanban-style pipeline similar to the examples, with drag-and-drop movement between stages. Custom lead stages such as: New Contacted Qualified Proposal Sent Negotiation Follow-up Closed Won Closed Lost Each lead should display: Company / lead name Contact person Phone number WhatsApp availability Lead source Deal value Lead temperature (Hot / Warm / Cold) Assigned agent Status Last contact date Next follow-up date Calling Integration (Critical Requirement) Must integrate with 8x8 internet telephone so agents can: Click-to-call directly from the CRM Receive inbound calls Call logging Call duration tracking Call recording access (if supported) Missed call tracking Call notes Call outcome tagging Agent call statistics Number masking / routing if available WhatsApp Integration (Critical Requirement) Direct WhatsApp messaging from within the system. Required functionality: One-to-one WhatsApp conversations Message templates Quick replies Follow-up reminders WhatsApp chat history linked to each lead Ability to send documents / media Agent assignment for WhatsApp chats Delivery / read status (if supported) WhatsApp Business API compatibility Follow-Up / Reminder Management Dedicated reminders dashboard similar to the examples: Set follow-up reminders Time/date-based reminders Agent notifications Overdue reminders Reminder completion tracking Callback scheduling Daily follow-up queue Agent Management Multi-user agent access with role permissions. Roles may include: Super Admin Sales Manager Sales Agent Read-only / reporting user Per-agent management: Assigned leads Activity logs Call stats WhatsApp stats Conversion performance Revenue performance Daily / weekly productivity Targets / KPI Tracking This is important. Need agent performance dashboards showing: Sales targets Revenue targets Lead conversion % Calls made Calls answered WhatsApp messages sent Follow-ups completed Deals closed Value closed Monthly performance Leaderboard ranking Agent comparison reports Visual analytics similar to the screenshots: Revenue charts Conversion charts Source breakdown Lead stage breakdown Agent leaderboard Monthly performance reports Dashboard Executive dashboard with: Total leads Active leads Closed deals Total revenue Conversion rate Hot leads Follow-ups due today Agent rankings Recent activity feed Communication Features Internal notes between team members Tagging / mentions Communication logs SMS option (optional) Email integration (optional) Lead Capture / Source Tracking Track lead source such as: WhatsApp Website forms Facebook Ads Google Ads Cold calling Referrals LinkedIn Manual entry CSV import Optional API / webhook integrations for automatic lead capture. Forms / Lead Creation Lead creation form should include: Company name Contact person Phone / WhatsApp Email Deal value Stage Temperature Assigned agent Source Notes Follow-up date Custom fields Reporting Advanced reporting required: Agent reports Revenue reports Conversion reports Lead source ROI Missed follow-up reports Call performance reports Exportable PDF / Excel reports Technical Preferences Please specify: Whether your solution is existing Technology stack Security measures Backup system API availability Integration limitations UI / UX The system should have: Modern light professional interface such as white and grey Fast responsive dashboard Desktop-first, but mobile-friendly Clean navigation High usability for call centre teams Proposal Requirements Please provide: Whether this is custom-built or based on an existing CRM Relevant previous examples / demo access The fastest turnaround and lowest quote gets the job Best Regards, Adam
featuredopportunityurgent
Temporary Manager For Summer Camp (Preston, July-August 2026)
Description: We are preparing a large-scale summer camp with over 350 attendees, based at a temporary site near Preston (PR3 area). We’re seeking a highly organised and self-motivated Camp Manager to help coordinate the setup and oversee logistics leading up to and during the camp. Key Responsibilities: • Assist with planning and coordination in the lead-up to the camp • Source and organise equipment hire and kitchen setup • Liaise with suppliers and manage deliveries • Oversee day-to-day camp logistics on site • Ensure smooth operations with minimal oversight Schedule & Time Commitment: • Start Immediately – estimated 20 hours/week during prep stage • From 21 July to 10 Aug (camp dates) – around 5 hours/day on site • Some flexibility required around camp dates Requirements: • Experience in event, logistics, or camp management • Excellent organisation and communication skills • Self-starter with the ability to work independently • Must be UK-based and able to travel to Salisbury area • A DBS check may be required Payment: • Fixed fee (please propose your total rate)
opportunity
Tidy the server from X-ransom attack
Hello, Our Wordpress website was attacked by x-ransom. We have a backup of the WP and the database dump. We have detected some corrupted files there but it seems that there are still some left that were not detected. It has to be tidy after the attack. It’s an internet shop with uploads files of around 100GB. It’s stored on a private hosting in LV. What is done do far: 1. Update WordPress Version 2. Use z’d updateSecure WP-Admin Login Credentials 3. Set Up Safelist and Blocklist for the Admin Page 4. Use Trusted WordPress Themes 5. Install SSL Certificate 6. Remove Unused WordPress Plugins and Themes 1. Enable Two-Factor Authentication for WP-Admin 2. Back Up WordPress 3. Limit Login Attempts 4. Change the WordPress Login Page URL 5. Log Idle Users Out Automatically 6. Monitor User Activity 7. Check for Malware - found several none-Wordpress specious files and plugins. Deleted them. 1. Disable PHP Error Reporting 3. Turn File Editing Off 4. Restrict Access Using the .htaccess File 5. Change the Default WordPress Database Prefix - not done 6. Disable XML-RPC 7. Hide the WordPress Version 8. Block Hotlinking - not done 9. Manage File Permissions not done After making the list, we received another x-ransome attack. I suspect he has a server level access not only wp level. If you apply, you need to be a server security and a Wordpress specialist. Please, quote for the job.
2 years ago28 proposalsRemoteReview CV and cover letter for Mental Health clinician role
I want to apply for a Mental Health clinician role and I have an up-to-date CV and cover letter, I would like someone to review it to see if it can be improved and to check the grammar. Also, for the role, I have 2 short questions that would like someone to review the answers to.
5 years ago217 proposalsRemoteIncrease organic reach to my website https://maidenventures.co/
Hi, We are looking for help with three specific tasks increase traffic to www.maidenventures.co design update a general website optimisation to increase the speed When anyone in Sydney type the following words I would like the website to come up Technology in construction Energy saving Solar loans Building energy audits Electricity savings Gas Savings Utility bills
5 years ago57 proposalsRemoteSmall Letter Translated from English to Portuguese
I need a native translation of 295 words translated from English to Brazilian Portuguese , written by a man to a women. Quick turnaround required Many thanks Max
5 years ago969 proposalsRemoteopportunity
Pattern maker and seamstress for athleisure wear
I am looking for a pattern maker who can create a sweatshirt pattern (I've got some rough ideas of having a slightly more curved and oversized sleeve), as well as a seamstress who can sew together the pattern pieces once they have been printed and dyed. (If you are both a pattern cutter and seamstress that would be amazing.) I need the final sweatshirts (5 in total) to be of high quality as I will be showing them at my postgrad degree show, my website and possibly to an independent boutique. Looking for a quick turnaround for both patterning and sewing. Many thanks Funmi
5 years ago35 proposalsRemoteLogo for my brownie business
I need a logo for my brownie business Nothing cheesy or old fashioned
5 years ago408 proposalsRemote