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.
4 hours ago5 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.
4 hours ago9 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.
13 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
11 days ago16 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.
13 hours 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.
11 hours ago37 proposalsRemoteOctopus CRM
I need someone to set up my octopus CRM on LinkedIn and automate connection requests and help building my funnel.
a month ago14 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.
4 days ago5 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.
5 hours ago14 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
11 hours ago8 proposalsRemoteopportunity
I need 2 App Developement
Hello, I need 2 x Multi Vendor Marketplace Development Service that is suitable with these themes https://codecanyon.net/item/salonsphere-ui-template-book-a-salon-service-app-in-flutter-3x-android-ios-ui-app-template/46353998 https://codecanyon.net/item/serve-anything-trusted-home-service-provider-and-customer-app-2-in-1-flutter-template/37848781 Both app will be multivendor. Hair Salons and Beauty Salons will register for their services and Clients will register to get these services. https://codecanyon.net/item/salonsphere-ui-template-book-a-salon-service-app-in-flutter-3x-android-ios-ui-app-template/46353998 same for https://codecanyon.net/item/serve-anything-trusted-home-service-provider-and-customer-app-2-in-1-flutter-template/37848781 Service providers and clients registering. My budget is 500 usd for these 2 Apps with integrated wordpress-coocommerce sites.
a day ago24 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.
2 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.
24 days ago24 proposalsRemoteREACT NATIVE DEVELOPER
I need a react native developer who's good in payment integration
4 days ago20 proposalsRemoteopportunity
Bot development to fill web pages
Project Objectives Automate Data Entry: Develop a bot capable of automating the process of entering client data into online application forms. Compatibility: Ensure the bot is compatible with multiple web browsers and websites. Security and Compliance: Adhere to stringent data protection standards to safeguard client information. User Interface: Create a simple and intuitive interface for users to initiate and manage the automation process. Error Handling: Implement robust error detection and correction mechanisms to handle inconsistencies in web forms. Reporting: Generate logs and reports of each lodgment process for record-keeping and auditing purposes. Scope of Work Requirement Analysis: Understand the specific needs and challenges associated with automating application submissions. Design and Development: Design the architecture of the bot, focusing on scalability, security, and ease of use. Integration: Ensure seamless integration with our existing case management system. Testing: Conduct comprehensive testing, including unit, integration, and user acceptance testing (UAT), to ensure reliability and effectiveness. Deployment: Assist with the deployment of the bot in a live environment. Training and Documentation: Provide training to our staff and comprehensive documentation on the bot's functionality and maintenance. Support and Maintenance: Offer ongoing support and updates to adapt to changes in application processes and web page designs.
5 days ago25 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.
6 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.
20 days ago18 proposalsRemoteOn-Going Web Developer with SEO Knowledge
Hi, I am Mahmudul Hasan Jami, and I am working on Optimised Marketing as SEO consultant. We are an Australian-based, Digital Marketing agency. Currently, we are seeking a Web Developer with Knowledge of SEO. It will be a on going work. You must have deep knowledge of Wix, Shopify, Wordpress, Magento, Jumla, etc. If you don't have enough experience, please don't apply, we value your time. Let discuss rest of the details in a short meeting. Thank you
11 hours ago9 proposalsRemoteopportunity
Software and mobile app development
I need a software and mobile app developer. Software customized according to my needs and mobile app will have to be customized. I need a developer who knows the main programming languages and has possibly already developed both customized software and mobile apps, preferably with his own portfolio of projects. Excellent ability to create custom graphics.
a day ago52 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
5 days ago22 proposalsRemote