Microsoft Dynamics Crm Projects

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)

I need information off of websites and sheets for CRM set up

We require meticulous consolidation of legacy event and membership data for CRM ingestion. Extract detailed event and attendee records from Eventbrite into a structured spreadsheet, ensuring each event and participant is logged. Cleanse and harmonize historical event CSVs and membership exports, map fields consistently to a master template, resolve duplicates and formatting issues, and deliver a validated, CRM-ready master spreadsheet with clear field mappings and data integrity checks.

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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.

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.

Technical Funnel & CRM Systems Specialist (GoHighLevel - GHL)

GoHighLevel (GHL) expert required — specialising in funnels, automation systems, deliverability, and CRM optimisation. We work with individuals navigating complex emotional and psychological challenges. Many appear high-functioning on the outside, yet are struggling beneath the surface. Because of this, clarity, consistency, and trust in our communication is critical. When our systems work properly, clients feel supported, informed, and safe — receiving the right message at the right time so they can move forward with confidence. When they don’t, messages are missed, trust is reduced, and the client experience is compromised. We hold this area of our business to a high standard of care and precision. Where We Are Now As we scale, we are refining and rebuilding our technical ecosystem to match the standard our clients deserve. This includes: Strengthening email deliverability and reliability Improving membership communication flows Optimising funnel journeys for clarity and consistency Ensuring systems are structured, compliant, and scalable We prioritise structured, reputation-safe systems that protect deliverability and build long-term trust. What We Need Now This is not a VA role. This is a systems-critical position within a growing, premium, neuroscience-based business. We are looking for a trusted specialist to: Audit current systems with an expert lens Stabilise and refine existing systems Optimise performance and user journeys Maintain system integrity Support future scale, automation, and AI integration Why This Role Matters This role ensures: The right people receive the right support Communication is clear, consistent, and timely Our systems reflect the quality of our work We are building a high-trust, high-performance environment where communication is part of the care we provide. Responsibilities Phase 1: Audit & Stabilisation Audit GHL setup (funnels, workflows, automations) Support email system stability (domains, SMTP, reputation) Identify deliverability risks Optimise membership communication flows Phase 2: Optimisation Improve funnel performance and journeys Ensure clean, compliant automation systems Align systems for consistency Phase 3: Ongoing Support Provide part-time technical support Troubleshoot proactively Document actions and improvements Phase 4: Build & Scale Support AI agents (Apex, Lindy or similar) Assist funnel expansion (incl. licensing model) Improve tracking (Meta / Google / GHL) Required Expertise (Non-Negotiable) Advanced GoHighLevel (GHL) experience Funnel building and automation systems Email deliverability (DNS, SMTP, warming, reputation) WhatsApp CRM integration Tracking (Meta / Google / attribution basics) Highly Desirable Healthcare / coaching / regulated industry experience Compliance-aware marketing understanding Membership platforms in GHL AI automation tools Systems thinking mindset How You Work Calm, structured, and methodical Reliable and trustworthy Proactive and solution-focused Clear communicator (excellent English) Efficient, no over-complication Working Setup Part-time ongoing Initial 2-week paid trial UK / GMT timezone (or close) This Role Is Not Suitable If… You prioritise volume over strategy You cannot explain email deliverability and reputation You lack deep GHL expertise You need constant direction You do not document or communicate clearly We are looking for someone who values precision, structure, and long-term system integrity. Application Requirement (Mandatory) Include a 2-minute video covering: Your GHL experience (specific examples) Your approach to deliverability A system or funnel you’ve built or fixed Why you’re the right fit **Applications without video will not be reviewed. Final Note We are building a high-integrity system that supports real transformation. We take our work, and our systems — seriously. If you are a true specialist who values precision, structure, and long-term thinking, we would like to hear from you.

Data Engineer(Salesforce CRM)

We are looking for an experienced Data Engineer to help clean, standardize, and structure large volumes of real estate and regulatory compliance data. This role focuses on transforming messy, inconsistent datasets into a reliable and scalable data foundation that supports reporting, compliance tracking, and future automation. You will work closely with our business and technical teams to understand data logic, resolve inconsistencies, and design a clean, structured data environment. Responsibilities -Review and analyze existing datasets (leases, units, tenants, occupancy, rent, compliance) -Identify inconsistencies, duplicates, and missing or conflicting records -Standardize naming conventions, unique IDs, and relationships -Clean and transform data from spreadsheets, CSVs, and system exports -Build master datasets for properties, units, tenants, and leases -Develop repeatable data-cleaning workflows or pipelines -Implement data validation and quality checks -Create documentation (data dictionary, mappings, business rules) -Generate exception reports for data issues requiring review Required Skills -Strong experience with SQL and Python -Experience with ETL / data transformation workflows -Solid understanding of data modeling and relational databases -Experience cleaning messy, multi-source datasets -Strong knowledge of data validation and data quality practices -Ability to work independently and communicate clearly

90-sec Dynamic & Continuous 2D Flat Vector Animation for FinTech

we are looking for an expert 2D Animator / Motion Graphics Designer to create a highly dynamic, 90-second explainer video for "ShadowTrading.io", a US Stock Market social trading application (Please note: We are a social trading app/tool, not a brokerage or trading platform). Visual Style & Motion (Crucial): Art Style: Modern 2D Flat Vector Design (Corporate/Tech vibe). The Flow: The animation MUST be dynamic and continuous. No hard cuts between scenes. I am looking for a seamless, flowing journey where the camera pans, zooms, and elements morph smoothly from one concept to the next. Color Palette: A "Dark Mode" Tech vibe – Solid Charcoal Black (for backgrounds), Safety Orange (for the main hero/highlights), Slate Grey, and Pure White. Scope of Work & Deliverables (What YOU will provide): Full 90-second 2D animation based on my script. Professional Male Voiceover (American English, dynamic, authoritative yet friendly). Background music (Deep House / Ambient Tech) and Sound Effects (SFX). A custom Logo Animation (Outro) at the very end of the video. Final high-quality video optimized for our Website and YouTube. What I will provide: The complete 6-scene script and visual flow instructions. High-resolution Logo files. Project Terms: This is a Fixed Price project for the final, completed video. The price must include revisions as needed until we are fully satisfied with the result. Future Work: We have several more explainer videos in the pipeline that we will need in the future if we are happy with this first project. To apply: > Please start your proposal with the word "SHADOW" so I know you read this. You MUST include links to previous 2D Flat animations you've done that feature CONTINUOUS, SEAMLESS transitions (morphing/fluid camera movement). Do not apply if you only do simple slide-to-slide presentations.

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Customisable Letting Form

We are looking for a talented developer to create a customisable online letting form for our tenants. The form should be editable to suit different properties and generate automated responses based on the tenants' answers. Additionally, the completed forms should seamlessly integrate with our CRM system, Vebra Alto. Key Requirements: Customisable questionnaire for different properties Automated responses generated based on tenant inputs Easy integration of completed forms into Vebra Alto Ability to edit the questionnaire as needed We welcome proposals from developers with experience in form automation, CRM integrations, and the property letting sector. Here is a link to an example form on our website. https://www.skestateagents.co.uk/tenant-qualification/?v=34578299&a=Tadcaster%20Road,%20Sheffield

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Form production which can be via a microsoft app or similar

We are a construction company based in the UK. I would like to design the following form types under one system/software: Induction form for when first entering a construction site Signing forms for daily contractors to use when they turn up and leave each site, these to record per site and also have a main data base of the records. site audit forms Snagging forms If possible all the above to work off the same application. And have a management level so as key personal can update, then middle management can request data/records, with site staff being able to set up and manage at a local level. I would like a facility that i can add additional forms onto. also i would like to produce dash boards that show Financial KIPs in the office. We record most of these currently onto excel, but i want to have a visual update that can is easy to integrate and update. If possible with live information or by requesting data and updating

Remote Sales Agent Needed (UK – North) Confident & Experienced

We are looking for a confident and experienced Sales Agent to support the growth of our UK-based platform, ProFinder UK. ProFinder UK connects homeowners with trusted, verified local tradespeople, helping trades businesses gain visibility and generate genuine local enquiries. This is a remote role, ideally suited to someone based in the North of England who understands the local market and is comfortable speaking with tradespeople. The Role: Contacting tradespeople via phone and messaging Introducing and explaining the ProFinder UK platform Converting leads into new members Managing and updating leads using a simple CRM system Requirements: Proven track record in sales Confident communicator, especially over the phone Self-motivated and able to work independently Comfortable using basic systems/CRM software Professional and reliable approach We are looking for someone who is driven, consistent, and able to represent the business confidently. If this sounds like you, please get in touch with details of your experience and previous results.

HR Consulting

We require an experienced HR consultant to support us with a safeguarding (LADO) meeting. This includes advising on appropriate responses, ensuring compliance with UK safeguarding procedures, and optionally attending the meeting via Microsoft Teams meeting is for 1hr30 mins

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Property Hive & Rex Crm (PROPERTY HIVE EXPERIENCE ONLY0

Please do not apply if you don't have good experience of using Property Hive Hi all - we are changing CRM very soon and need help with the import feed and getting a faster upload speed from upload to our website - its so slow atm (hours) and is so fast to other portals - want to change a few things on the search results and enquiry forms etc - maybe integrate into rex crm which I know is doable I just don't quite have the time atm. I'm quite techy and done our whole website on my own so can be of good assistance in knowing stuff etc Please do not apply if you dont have good experience with property hive as it can be a pain I am also open to replacing the property import/feed etc all together and taking away proeprty hiove as it is also a fortune

Recreate PDF CV into Editable Word Document

I’m looking for a freelancer to recreate my existing CV (currently only available as a PDF) into a fully editable Microsoft Word document. The CV was originally created using an online design tool, but I no longer have access to edit it without paying a subscription. I would like the document to be accurately reproduced so that I can update and tailor it for future job applications. What I need: - Convert my PDF CV into an editable Word (.docx) document - Match the original layout, formatting, fonts, and overall design as closely as possible - Ensure the document is clean, well-structured, and easy to edit - Maintain a professional and consistent appearance throughout End result: A polished, fully editable Word version of my CV that looks nearly identical to the original PDF. Important: Attention to detail is key. I’m looking for someone who can closely replicate the design rather than just copy the text. I will provide the PDF file upon project acceptance. Ideal skills: - Strong Microsoft Word formatting skills - Document design / layout experience - Good eye for detail and visual consistency

Sales Admin Staff for CRM Systems

2 people who have experience of working through any system preferably a CRM system to: Check Sales Leads are automated via CRM system. Follow up those that are not Ensure to re-target any with invalid or no response or error messages Follow up directly with those who have not booked Cleanup Data and ensure each next month is optimized to achieve maximum conversions.

Apollo io

We require some support in setting up Apollo io, we would like to link to email, set up email, link to our CRM which is Salesforce, build email list and set up email campaigns.

WooCommerce Competition System (POS + CRM + Multi-Winner Draw)

Scope of Work Unify all entry sources (online purchases, manual/event entries, bonus entries) into a single central system Ensure all calculations (progress bar, remaining tickets, odds) are based on total entries including bonuses Enforce fixed ticket cap per event across both online and manual/admin entries Maintain a single source of truth for entry records, availability, and draw eligibility Rework existing draw system into a controlled multi-winner process Support drawing multiple winners from the same shared entry pool (entries remain in place) Enable re-draw / replace winner before finalising Allow assignment of winner positions (1st, 2nd, 3rd, etc.) Implement staged flow: draw → review → confirm → complete Disable auto-publish and provide manual control for publishing winners Build a mobile-friendly event admin panel for fast usage during live events Allow user search or creation within the panel Enable bundle selection + bonus entry additions Auto-calculate total entries and allow submission in a single flow (no reloads) Ensure manual entries are recorded, auditable, and included in draw pool Extend WooCommerce bundle logic to include bonus/free entries Display total entries consistently across frontend, checkout, and emails Implement manual/event entry system (non-checkout based) for speed Ensure all manual entries still sync with total entry count and ticket availability Set up FluentCRM as central email system Trigger emails for both WooCommerce purchases and admin-added entries Include user tagging (online, event, bonus, etc.) Replace existing custom PHP email logic Create QR-based capture page (name + email) for event use Store users in CRM and integrate into event flow Add editable “Official Partners” section on homepage (logo grid/carousel with links) Ensure system is optimised for speed and reliability, especially during live events Provide basic documentation/instructions for admin usage Include: Relevant experience Approach Timeline Fixed price

[FOR HIRE] Sales Closer for SaaS Roofing CRM | Remote | US Hours

We're a small SaaS team building a lead generation and CRM platform for roofing contractors across the US. We're looking for a part-time sales closer to join us as our pipeline grows. What the role involves: Leads are fully pre-qualified they've already expressed interest and booked a call via Calendly. Your job is to show up, present one of our two packages (Base or Pro), handle objections, and close. You log the outcome in GoHighLevel afterward. Call volume is communicated in advance each week. Compensation: • First 3 months: 20% commission per closed deal (~$80 on Base, ~$100 on Pro). • From month 4: $300/month retainer + performance bonus (details at offer stage). This is a side income opportunity, not a full-time role. Who we're looking for: • Native English speaker. • Some B2B sales experience: you don't need to be a top closer, but you should know how a sales conversation works. • Comfortable talking to small business owners. • Available during US business hours (ET), at least part of the day. To apply, DM with: 1. A short intro and your sales background. 2. An objection you've handled on a call and how you dealt with it. 3. Your availability in ET hours. Shortlisted candidates will be invited to a brief role-play call before any offer is made.

DIRECT MARKETING

Seeking an experienced direct UK marketing and sales calls specialist to craft and execute targeted outbound campaigns that convert leads into customers. Responsibilities include developing persuasive call scripts, segmenting audiences, conducting high-volume outreach, qualifying prospects, handling objections, and closing sales. Candidate must deliver measurable KPIs, maintain CRM records, provide performance reports, and optimize strategies for higher conversion rates. Proven track record in B2B or B2C telemarketing required.

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Database development for property portfolio

Seeking an experienced developer to build a CRM for a property portfolio focused on compliance and document storage. Key features: a secure Document Vault supporting drag-and-drop PDFs (EICR, EPC, Gas Safety, Deposit records); an AI Date Scraper that extracts expiry dates from uploaded documents automatically; a Multi-Owner Toggle to assign properties to Owner A or Owner B for filtering and MTD reporting; and individualized dashboards for each occupier/tenant summarizing tenancy details and maintenance issues.

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WordPress / WooCommerce Development (SEO-critical + CRM)

We are looking for an experienced WordPress/WooCommerce developer to build a new website on a staging environment, based on an existing website with strong SEO performance. This is not a simple website build. The main challenge is: - preserving SEO rankings - correctly integrating a custom CRM plugin - ensuring a smooth migration and launch ______ Project context The business rents out party and decoration items. ± 2,000 products ± 40 categories Products can belong to multiple categories Clear structure, filtering and scalability are essential ______ Project Scope - Build a new WordPress/WooCommerce website on a staging environment - Use an existing theme (no need to design from scratch) - Integrate a custom-built plugin that connects a CRM with WordPress - Structure products and data based on CRM input - Prepare full migration to live environment ______ Key Functional Requirement (Important) - This is not a traditional webshop. - There is no payment / checkout process - Products are added to a quote request (cart as quotation) - Guests can submit their selected products as an inquiry/request - The “cart” functions as a quotation request system So: - No payment gateways needed - No transactional checkout ____ Key Requirements (Critical) 1. CRM Plugin Integration - Products and data must be automatically retrieved from the custom plugin - Ensure correct mapping between CRM data and WooCommerce products - Products must support multiple category assignments - Stability and performance are crucial 2. SEO Preservation (Highest Priority) This project will fail if SEO rankings drop. You must ensure: - Existing URL structure is preserved (or properly redirected) - All 301 redirects are correctly implemented - Metadata, headings, and internal linking are maintained - XML sitemap and robots.txt are correctly configured - No indexation issues during staging/live transition ______ Process & Collaboration This is a long-term, iterative project: Build → test → feedback → improve (multiple rounds) - Close communication required - You must be comfortable working in structured feedback cycles ______ Launch & Aftercare The freelancer is also responsible for: - Supporting the go-live - Monitoring the website after launch Fixing any issues related to: - SEO drops - Broken links - Plugin/data sync issues - Performance ______ We will only consider serious candidates. Please include: - Your approach - How would you handle SEO-safe migrations? - How do you ensure rankings are preserved? - Experience - Examples of similar projects are a big plus (WordPress + WooCommerce + migrations) - Experience with custom plugins / API / CRM integrations ______ Technical approach - How you handle staging → live deployment - How you test data integrity and SEO Risk management - What are the biggest risks in this project? - How do you prevent them? ______ Important Notes - Budget is fixed. - This is not a quick build: quality and stability matter more than speed! - Communication must be clear and structured - We are looking for a long-term collaboration partner. Also for maintenance in future