Vtiger Crm Developer Projects
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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.
2 days ago12 proposalsRemoteopportunity
CRM enrichment project
We need to build (and continually develop) a prospect list of ACTIVE/VALIDATED email addresses, for specific (marketing/sales) roles within our target companies. We need to find a partner who can deliver a certain number (200-400) names/email addresses per week. (We will agree a weekly rate.) We propose to supply company names/domain names - and you will locate contacts, with validated email addresses (using an appropriate validation tool) to ensure we're not impacting our email delivery. (You don't need to send emails - we do this via HubSpot and other platforms.)
4 hours ago16 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.
2 days ago12 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.
15 days ago24 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
13 days ago16 proposalsRemoteopportunityurgent
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.
a day ago72 proposalsRemoteExpires in 28opportunity
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.
3 days ago11 proposalsRemoteWebsite development
We're seeking a talented web developer to modernize our existing website. Our current site served us well, but we recognize the need to refresh its design, enhance functionality, and optimize performance to meet the evolving needs of our users. As such, we're looking for a freelancer who can breathe new life into our online presence and deliver a seamless, user-friendly experience.
2 days ago45 proposalsRemoteAudio App Development
Requirements: Designed in Flutter for Android and IOS Lightweight Simple minimalistic slick design Both, light and dark appearance List of sounds (audio files which I will provide) Audio files downloaded so it works without internet Audio files will repeat/play continously until set time or unlimited All sounds mush have same level of decibel Ability to set favorite sound to the top of the screen for quick access
5 hours ago17 proposalsRemoteopportunity
Expert Ruby on Rails Developer Needed for Project Development
We are seeking a highly skilled Ruby on Rails developer to lead the development of our new marketplace platform in sharetribe GO. The ideal candidate will have extensive experience with Sharetribe Go, including both front-end and back-end development, to help us build a fully functional marketplace from scratch. Project Overview: We aim to create a user-friendly, efficient, and scalable marketplace platform using Sharetribe Go. We will provide the HTML design templates for the front end. Your primary responsibility will be to integrate these templates with Sharetribe, ensuring a seamless and visually appealing user interface. Furthermore, you will configure and customize the Sharetribe backend to meet our specific business requirements, ensuring that all Sharetribe functionalities are perfectly implemented and operational. Key Responsibilities: Full integration of provided HTML design templates with Sharetribe Go, ensuring the front end is responsive and compatible across all devices and browsers. Configuration and customization of the Sharetribe backend, including but not limited to user registration, product listings, search functionality, payment processing, and user feedback systems. Ensure the platform is scalable, with efficient code that allows for easy future modifications and additions. Implement security measures to protect user data and transactions. Provide technical support and maintenance post-launch, including troubleshooting and adding new features as required. Requirements: Proven experience with Sharetribe Go development, including both front-end and back-end tasks. Strong knowledge of HTML, CSS, JavaScript, and Ruby on Rails. Experience in integrating HTML/CSS templates with Ruby on Rails applications. Ability to work independently, manage time effectively, and deliver projects on deadline. Excellent problem-solving skills and attention to detail. Good communication skills, as you will be required to provide regular updates and feedback. Project Timeline: We are looking to get this project up and running as soon as possible. Please provide an estimated timeline for the completion of the project along with your application. If you are passionate about creating high-quality, impactful work and have the skills required for this project, we would love to hear from you. Please apply with your portfolio showcasing previous Sharetribe projects, a brief introduction about yourself, and your proposed approach to this project.
2 days ago26 proposalsRemoteProperty Development
We need someone based in Durham, UK to view a property and give us an assessment of the property, any repairs needed and cost thereof. Lastly the rental and resale potential of the property.
6 days ago7 proposalsRemoteBlockchain Developer needed
I have one project that needs completed. If you are expert on blockchain field, please contact me. We will check the project together and complete. Thank you
a day ago21 proposalsRemoteXero - data developer
Hello, our company is looking for a Xero Accredited Developer who could help us connect our custom Access database (called Switchboard) to Xero so we can use it for one click invoicing. We currently have it set up with Sage but we are in a process of moving our accounting to Xero. Please get in touch is you could help. Many thanks, Jana Auton
a day ago6 proposalsRemoteCorporate Website Development
I need a talented developer to create a corporate website for our company. This should be a compact and interactive site comprising of less than 5 pages. The main features that need to be incorporated are: - An online contact form: To facilitate easy communication for potential clients or inquiries. - An 'About Us' page: To provide information about the business including mission, vision, and team details. - Service/Product listings: A detailed section showcasing our range of products or services. Proven experience in corporate website development will be ideal for this job. Good knowledge of designing user-friendly layouts and seamless navigation is highly preferred.
2 days ago32 proposalsRemoteopportunity
React Native Developer
I am looking for React Native Developer (Russian Speaking) Figma: https://www.figma.com/file/yX9NDg4QiX3S1BXIpZ1lNN/PulsAI?type=design&node-id=0-1&mode=design&t=APvoKxLg160mPrL7-0 Figma login nicolas.perez0727@gmail.com pass: King@123456789
2 days ago10 proposalsRemoteShopify developer needed
We are looking for an experienced Shopify developer for pajamas online shop development. There will be about 20 products on the website. Technical requirement for the website will be provided. Design that we are looking for is going to be similar to this website https://bmadame.com/. This is not only one-time opportunity, we are also looking for someone who can provide constant website support if needed and work with us on other projects. Please send your own quotes.
4 days ago67 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.
a month ago24 proposalsRemoteAssistente administrativo
Suggested Project Description Option 1: We are seeking a bilingual administrative assistant to support our growing sales and client services team. The ideal candidate will be fluent in both English and Portuguese with at least three years of experience in a customer-facing role. Primary responsibilities will include managing incoming enquiries via phone and email, scheduling appointments, processing orders, updating client records in our CRM system, preparing reports and correspondence, and providing general admin support to the sales and account management teams. Strong organizational skills and attention to detail are essential as you will be the first point of contact for our clients. As an ambassador of our brand, exceptional customer service skills and the ability to build relationships are a must. Experience with sales processes, order management systems and CRM software is preferred. The successful applicant will have solid computer skills including proficiency in Google Workspace/MS Office suite and experience working in a fast-paced environment. This is a full-time role working from our office Monday through Friday between 10:00 am to 7:00 pm. The starting salary for this position is $600 per week. We offer a collaborative work environment and opportunities for professional development. If your background and qualifications match what we require for this key position on our team, we welcome you to submit your application and portfolio for consideration. We look forward to reviewing your submission.
a day ago3 proposalsRemoteUnreal engine developer wanted
we require the services of an UNREAL developer in order to act as a level designer DO NOT respond if the rate is not to your liking ,if you do not have RELEVANT PAST WORK or if you do speak english for more details a short chat will clarify everything
6 hours ago6 proposalsRemoteREACT NATIVE DEVELOPER
I need a react native developer who's good in payment integration
6 days ago20 proposalsRemote