Sap Crm Projects
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featuredopportunityurgent
Custom UX/UI Design for a bespoke CRM
We are looking for a skilled designer to help us with a custom UX/UI for our bespoke CRM. We are very much taking inspiration from Apples simplistic and easy to use theme and have a very specific criteria. We are looking for someone with exceptional attention to detail as well as a passion for creating beautiful UX/UI designs. To prove this please start your proposal with upodcrm. This CRM although simplistic will be very design heavy and we are trying to make a system with a ton of user first features inviting and easy to use. You will need to be available over the phone and be able to work solely on this until completion. The budget set is for phase one of the design, there is likely to be 2-3 phases.
Perfex CRM Custom Module Development
I'm looking for a skilled developer to create a module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need: Overview Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals. Features - Contact Loans - View All Contact Loans - Add New Loan - Bulk Repayments - Bulk Import Loans - Calculator - Settings - Reports Reports: - Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field - Repayments: This report shows the repayment made between the start date and end date - Arrears: This report lists all loans in arrears - Disbursement Report: Returns all loans disbursed within a certain time period with their amounts and basic information - Loan Account Statement: Generates Individual Loan Account Statement - Expected Repayments: This report shows the expected repayments vs actual repayments within the specified time period - Awaiting Disbursement: This report lists loans with awaiting disbursement status - Pending Approval: This report lists loans with pending approval status - Rescheduled Contact Loans: This report lists loans with rescheduled status - Written off Contact Loans: This report lists loans with written-off status Ideal Skills: - Experience with Perfex CRM. - Strong in PHP development, - Excellent understanding of CRM systems. Your proven experience in these areas would be a major plus. We're seeking high quality, professional work - please only apply if you're confident you can deliver this.
a day ago10 proposalsRemotePower BI Support
Reporting to the Technology Manager, and in collaboration with IT, the BUMs and a team of PowerBI analysts, you will be responsible for: - Follow up on the enhancement and creation of the current company reports, from modeling to the creation of measures in DAX and requested charts. - Improve the connection of PowerBI with different sources (Hubspot, SAP B1, Bizneo, among others), analyzing the information that feeds the different reports. - Analysis of other analyzable business data such as KPI's of solutions or specific areas to create new dashboards, helping to improve the vision to Management for strategic decision making. - Improvement projects of existing reports.
4 hours ago7 proposalsRemoteopportunity
LinkedIn Sales Navigator Expert (Client Acquisition Focus)
I'm looking to improve my skills in LinkedIn Sales Navigator and CRM to boost my client acquisition efforts. I'm familiar with Sales Navigator but want to become more proficient in: • Advanced Search Strategies: Finding the ideal audience for lead generation. • Effective Lead Management: Saving, organising, and nurturing leads efficiently. • Social Listening: Utilising Sales Alerts and features to identify potential clients based on specific criteria (job changes, new content, etc.). • CRM Integration: Streamlining communication and data management with my CRM system. What I Need: • A Sales Navigator & CRM expert to assess my current skills and create a personalised training program focused on the areas mentioned above. • Clear communication and a flexible schedule. • Experience in helping others achieve similar goals with Sales Navigator and CRM. • Understanding of how to leverage these tools for client acquisition. Proposal Requirements: • Outline your hourly or project rate. • Estimate the time commitment for training. • Explain your approach to tailoring a program to my specific needs. I'm eager to learn and improve my skills to reach my client acquisition goals. Let's connect! P.S. I'm a fast learner and highly motivated to take my skills to the next level.
2 days ago11 proposalsRemoteMS Dynamics 365 Online CRM : Custom Entity Development
I am developing a custom entity to handle contracts within our business (80% complete in Sandbox). I require assistance with some of the set up of some of the relationships between the main entity, it's sub entities an core CRM entities including Accounts, Contacts and Addresses. Also some assistance in nuancing the approval workflow. Looking for an experienced CRM developer to work collaboratively with me to complete the project. I estimate 3-5 days spread over the month of May in half day slots.
a day ago11 proposalsRemoteopportunity
Getting completed Jotform into CRM using open API
Looking to get a completed jotform to feed into our CRM using APIs We need to get completed JOTFORM - https://form.jotform.com/212524713290449 Using https://api.jotform.com/docs/ into our CRM - https://developer-uat.vtopenview.com/ Interested in proposals from suitable freelancers
12 days ago16 proposalsRemoteopportunity
Developer Needed for CRM Integration Between Close and Reapit
We are a UK-based estate agency seeking an experienced developer to facilitate seamless integration between two Customer Relationship Management (CRM) systems we use: Close and Reapit. Our sales team utilizes Close CRM at the top of our sales funnel, while our fulfilment team employs Reapit for post-sale customer management and service fulfilment. The primary goal of this integration is to automate data flow between the two systems, ensuring data consistency and streamlining our sales and fulfilment processes. Detailed documentation for both CRMs’ APIs is available and will be essential for the integration development: Reapit Foundations: https://foundations-documentation.reapit.cloud/ Close CRM Developers: https://developer.close.com/ Example Key Integration Features: Opportunity Management: Automatically create a property and vendor record in Reapit when an opportunity is marked as won in Close. Synchronizing Notes: Ensure that contact notes added in either CRM are reflected in the other to maintain comprehensive records across platforms. Status Updates: Update the status of opportunities in Close in accordance with the property status changes in Reapit (e.g., from 'For Sale' to 'Sold Subject to Contract'). Automated Contact Synchronization: Sync new contacts between CRMs to ensure both systems have up-to-date customer information. Task and Activity Tracking: If a task or activity is marked as completed in one CRM, reflect this in the corresponding task or activity in the other CRM. Reporting and Alerts: Generate alerts for significant events or milestones reached in either CRM to ensure all team members are informed in real time. Requirements: Proven experience in CRM integration, especially with Close and Reapit. Strong understanding of RESTful API design and development. Ability to work with both CRMs’ documentation to develop a robust integration solution. Excellent problem-solving skills and attention to detail. Ability to communicate effectively in English and provide regular updates on project progress. Project Deliverables: A fully functional integration between Close and Reapit according to the described features. Documentation outlining the integration flow, setup instructions, and any maintenance guidelines. A brief training session for our team to understand how to manage and make the best use of the integration. Interested candidates, please submit your proposal including your experience with similar projects, your approach to this project, and an estimated timeline and budget. References or case studies of past work are highly appreciated.
14 days ago24 proposalsRemoteopportunity
CRM/Automation Expert Needed
We require a developer who specialised in the below platforms: Zapier Brevo CapsuleCRM Gravity Forms (form in question found at rebategateway.org/claim) We require numerous changes/automations to be built into our workflow. Gravity Form Change We would like to take out the ‘I know the details’ part of the form removed (I think there is a nested form behind it) – with the ‘Lenders List’ that comes up when ‘An insolvency Practitioner completed…..’ is selected. Forcing the client to provide us with who their lenders are. Unemployed/Retired/Self-Employed Email We need an email send via Brevo (this is already linked via API and is used in another automation. We need an email template sent to the client, should they be identified in the application form as Unemployed/Retired or Self-Employed. The email should have a 30 minute delay on it. We would like information to be pulled from Capsule to tailor a few pieces of information within the email to the client. P60 Documentation Request We currently manually send clients an email following their application should we need a copy of their P60 uploading to our website (a P60 is a tax document with their details that we require on). We would like to automate this, using a task being ticked off as the trigger and for the email (probably via Brevo) to continue being sent every 72 hours until they have provided their information (we beed an easy way to stop this email when we get the upload, so we are not annoying clients). It would be great if we could have 3 email types which get more and more urgent – with the final email continuing to be send weekly.
25 days ago24 proposalsRemoteopportunity
Drawing and Quoting System
I am looking for a system similar to CAD that is fast to plot a glass balustrade and calculate the parts needed and cost. Software that we can transfer the detail from when we have measured a deck and then plot the balustrade onto it including the stairs, being able draw stairs step by step. the System will them plot the balustrade with the rules created. We have 8 Systems that includes various colours of glass and various colours of metal. We are able to provide the CAD blocks of the individual components . Below is a link to a system we currently use and would like to improve on what this offers and include a CRM and Stock Control also. https://smartglazier.com/balustrade/ Below is another example of what I'm looking for. https://lightningcad.com/dpq/railings We also have a need for this within 1 month. If you can build this quoting system, CRM and Stock Control please submit your cost and timescale.
7 days ago11 proposalsRemoteOutound Sales Assistant VA with CRM Experience
As we grow, I need an outbound sales virtual assistant who can handle: - Making outbound calls - Inserting data in our CRM While outbound calls are a significant portion of this role, updating our CRM is equally important. I need someone who is able to document and track progress regarding potential leads. The ideal candidate is someone who is comfortable making cold calls, has experience in lead generation and appointment setting. They should be experienced in using CRM tools. The specific CRM tool we use has been left blank as that is less important to us than the assistant's proficiency in handling and updating CRM tools in general. This is a permanent WFH.
21 days ago18 proposalsRemoteopportunity
Database Module for .NET application
I have a running application currently working and the data exchange part is by using APIs for Oracle and saving some data locally. Now will by moving to SAP S/4HANA with its own set of APIs, as well as the local data would be organized and saved into Postgresql databases. I need to create a database module that would seamlessly integrate with the application and perform the data exchange related tasks with the multiple databases. The application is .NET desktop windows application. POSTGRESQL Databases are with network access on linux. SAP S/4HANA database is cloud based, with its API provided and has minimal data exchange.
16 days ago16 proposalsRemoteCreating a website within an already existing framework
We are seeking a Web Designer to create a more professional and styled website within an existing CRM system for our female-based social sports league. The main objective of this is to work within the current limitations of the programme and enhance the website styling to make it consistent and create a brand pack for posting on Facebook and Instagram. Work within the current CRM system to enhance the website styling and consistency while adhering to brand guidelines. Develop a brand pack to be used across all social media platforms, including Facebook and Instagram. Create and design website pages, graphics, and templates to ensure a professional look and feel. Optimize website layout and design for improved user experience and accessibility. Ensure that the website is responsive and mobile-friendly. Manage the design process from conception to launch
6 days ago21 proposalsRemoteCreate Simple Status Selection Module for Rise CRM
I am looking for a very simple plugin to be created for Rise CRM. Currently on Rise CRM they only allow ticket status of New, Open and Closed. Looking for module where you can add custom ticket statuses. Ideally with option to set settings ie When Staff Responds to Ticket Set Status to ... (Custom Option) When Customer Responds set order status to.... (Custom Response) To help understand I have attached a couple of screen shots... My understanding is Rise CRM uses very similar code to Perfex CRM.
25 days ago21 proposalsRemoteAppointment Setter UK
We are looking for an appointment setters for B2B projects we are currently working on for UK based companies. The role is an outbound calling, remote role where we supply the CRM and telephone system. You must be located within the UK and you must have previous experience as an appointment setter or BDM. This is a full time role Monday to Friday.
19 days ago15 proposalsRemoteLooking for an Outbound Sales VA
Outbound Sales Virtual Assistant Position (WFH - Part Time): Responsibilities include: - Making outbound calls - Entering data into the CRM - Utilizing provided dialer and leads - Maintaining a close to American accent and fluency in English. Please submit a resume along with a sample voice recording (use vocaroo and share the link with me) interacting with an imaginary customer (you may use your scripts with your former job if you still remember it).
13 days ago3 proposalsRemoteopportunityurgent
20 High converting Blog / Landing page designs.
We need 20 Blog / conversion templates made for our CRM. These templates need to be universally useful and work with multiple colour schemes so they are easily adaptable to our clients colour pallets. These are clean designs and clear designs the only thing that will be changing on them for each client will be the colour scheme, imagery and content. These pages are designed specifically for conversion we are not looking for standard boring blog pages, our aim is to turn readers into customers. Each page should allow around 1000-1500 words and needs to be extremely well balanced. They need to make sure they are not word heavy. There will be a mixture focus on services and products. Please start your proposal with UPODBLOG. All being well there will be a lot more future work.
8 days ago44 proposalsRemoteExpires in 22opportunity
UX Designer for Simple CRM / Calendar Web Based Application
Hello, We have built a simple CRM system which, at its heart is a calendar based planning tool. We are looking for a decent designer to tidy this up for us in order that it functions a little better. I can give the designer access to the WIP system as a starting point. *place holder price
a month ago42 proposalsRemoteZapier Expert Needed
We require some amendments to our Zapier Flow as soon as possible. The changes surround transactions emails sent via Brevo. We require our Zap flow amending to be able to sent a different transactional email, based on answers within the gravity form (which acts as the flow trigger). i.e, if a client is Employed - they receive Version 1 of the transactional email (which is a confirmation email). If they client is unemployed they receive version 2 of the transactional email. We have looked into using a filter, however this does not allow for conditional logic based on answers within the gravity form. We also have a 'add task' zap, which creates a task in our CRM based on answers within the Gravity Form - this is set by using a filter Zap, and would need to continue to filter and set a task if applicable regardless of the above transactional email flow change. This needs be done as soon as possible - therefore, we need a freelancer who is adept and dealing with: Zapier Brevo CapsuleCRM
13 days ago9 proposalsRemoteopportunity
Sales exectutive
The successful applicant must have 3+ years of related sales or business development experience. They should demonstrate a proven track record of exceeding sales targets through acquiring new logo accounts. Strong communication and presentation abilities are essential to effectively engage with C-level contacts. Additionally, the candidate must be highly organized with the ability to manage multiple projects simultaneously. Proficiency with CRM systems is preferred. This is an excellent opportunity to take ownership of a key growth initiative and play a vital role in expanding our client base. The company offers a supportive environment and competitive compensation package including commissions. Interested and qualified professionals should submit their resume for consideration.
21 days ago13 proposalsRemoteopportunity
Integrate website sign up forms with Mailchimp and Monday.com
We are a small new company and have decided on Mailchimp (MC) as our email campaign platform and Monday.com as our CRM. We also have two websites - a main site, and a second one for training, which also has the facility for participants to create a login and pay online for courses. We envisage data being added to MC and Monday.com in three ways: 1. Manually, when we are in contact with an individual contact (probably directly into Monday.com) 2. Manually upload a csv file from Typeform, where we have invited individuals to register for a standalone workshop, or asked individuals to provide more information relating to a project we are working on. Some of the fields may be too niche for capturing in MC or Monday.com but the form will still include basic contact details, and the relevant GDPR questions. 3. THE MAIN REASON FOR THIS PROJECT REQUEST: We also want to embed sign up forms into our two websites, and for all the contact/preferences data we collect, to be automatically feed back to MC and Monday.com. These sign up forms should include the standard contact fields, plus some other fields relating to interests and engagement (in the form of both single down drop selection and multi-selection drop down fields). Please note no matter which of the above options is used, we still want all data collected to end up in both platforms by way of a 2-way API to ensure both platforms are always in sync. We also need to include the necessary GDPR questions in those embedded sign up forms, and for that data to be captured and visible in both MC and Monday.com. Obviously MC will then manage ongoing GDPR with opt-out, unsubscribe etc. Keeping Monday.com updated with changes as they come through, for reference purposes. At the moment we have separate basic stand alone sign up forms in both our websites. These are not fit for purposes as they can only collect limited data and there is currently no integration with MC or Monday.com. We have made a start by creating one of these embedded sign up forms in MC (the one to go into the training website) but we need with the following: a) embed this form into our training website b) create a second sign up form in MC so that we can embed a slightly different form in our main website c) make sure MC and Monday.com are set up ready to receive the data from both of these forms d) correctly capture the GDPR component in MC so that our processes remain compliant moving forward e) create the necessary APIs to ensure the ongoing data collection/GDPR process is automatically synced between both platforms. And finally, if we could also find a way to embed the data captured via Typeform (option 2 above) instead of doing this manually, this would be an added bonus.
4 days ago26 proposalsRemote