Zoho Crm Projects
Looking for freelance Zoho Crm jobs and project work? PeoplePerHour has you covered.
Transfer emails sytem from office365 to zoho
hi there i have ownership of a domain which used to be on zoho and is now on office365. i need to get this transferred back to zoho and ensure the emails are working again.
7 days ago31 proposalsRemoteopportunity
Simple ERP/CRM system for Aesthetic Clinics
Hi, looking to develop a simple, quick-deployed, ERP/CRM system to record clients, invoices and treatments for our clinics of aesthetic medicine. We would like to start with basic functionalities and add more over time, ongoing. That's also why we like Retool or similar software. I attach a draft E-R model and basic user cases. Thanks, Edo
5 days ago71 proposalsRemoteI need my Zoho account optimised
I have a paid Zoho account with many fields, I need it stripped right back to the free account, so all the fields that have a small amount of Txt on to be placed in a notes section all as one. Thanks!
24 days ago18 proposalsRemotePerfex 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.
11 days ago15 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.
10 days ago78 proposalsRemoteExpires in 20opportunity
Wordpress developer
We have a bespoke built CRM system that requires work to be completed, we have a video and email of all the information required and was wondering whether someone would look at this as a one of for us. We need someone that is a specialist in wordpress as this is a bespoke system with alot of detail.
5 days ago79 proposalsRemoteopportunity
Transactional Emails via Brevo/Zapier
We would like a transaction email to be sent to a client upon their case being reviewed by our team. A task such as 'Case Review' would be completed on our CRM - following this, we would like a transactional email to be sent out to the client, which will continue to be sent every 48/72 hours until the client uploads the information we need into a gravity form that we provide. The gravity form asks for the clients email address, which can then be used to stop the automation of further emails. We use for current flow/automations CapsuleCRM Zapier Brevo It would be great to get this done as soon as possible - therefore price and timescale is needed.
16 hours 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.
24 days ago24 proposalsRemoteopportunityurgent
Landing Page/ Blog Page Elements For A CMS
We have a CRM and sales tool. imbedded in this tool is a CMS that will build landing pages, blog pages and emails. We are have a range of designs in the spec doc attached below that we need created, these are for the Landing pages and Blog pages. So we know you have read the post properly please quote upodcms at the top of your proposal. Please read the spec doc and price accordingly, we would like the designs done in figma and need all elements to work independently and we are expecting modern, clean and timeless designs very much using the most up to date layouts and formats. The quote is a guesstimate so please quote to have the work done to the highest standard. Please ensure you quote shows samples of your work.
3 days ago51 proposalsRemoteExpires in 27opportunity
Business Development Manager
we are looking for a business development professional. This is to generate leads and winning new business for the company. Essential requirements. - Strong communication skills - Ability to work independently and as part of a team - strong knowledge of sales and marketing principles - Experience in sales, marketing, or business development - Proficiency in CRM software and Microsoft Office suite or something similar - A proactive and results-oriented attitude - Experience in creating new clients for software products and services would be preferred. Tasks @-Email marketing campaigns @-Using the telephone/email/Zoom etc for any client management @-Using Social media for leads generation and recording
3 hours ago8 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.
17 days ago12 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
16 days ago20 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.
10 days ago7 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.
a month ago16 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).
23 days ago5 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.
18 days ago45 proposalsRemoteExpires in 12Lead Generation Partners
Job summary / objective: eyeora XR is looking for the right candidate to provide sales and marketing support in building a pipeline of leads to meet business plans, quotas and company objectives. Responsible for designing awareness/ad campaigns and generating leads through phone calls, social media and emails. Responsibilities & duties: • Research, track, maintain and update leads • Make outgoing calls to develop new business • Contact prospects to qualify leads • Direct email marketing to key clients and prospects • Research and maintain lead generation database • Conduct customer research • Conduct client or market surveys to obtain information about potential leads • Participate in the preparation of proposals and / or sales presentations • Provide accurate and timely information to management • Develop a strong knowledge of the company’s products and services in order to facilitate the sales process Skills / attributes required: • Excellent English communication (verbal and written) • Experience with cold calling • Experience with research and maintaining databases • Proficient in MS Office including Word, Excel, and Outlook • Experience in using CRM • Strong project and time management skills • Experience working with Western companies (preferred) Qualifications / experience required: • Bachelor’s degree in Marketing or Business Administration • 1-2-year(s) experience in Lead Generation
4 days ago15 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
22 days ago9 proposalsRemoteopportunity
Full-Time 8:30am-4:30pm Recruitment Resourcer
As a Recruitment Resourcer, you will be responsible for finding teachers and teaching assistants who are interested in working in schools in central London, UK. You will need to be confident building relationships with potential candidates by phone, using social media and job boards to find candidates, and consistently using our candidate CRM system to maintain records. In this full-time contract role, you will have the option to take UK school holiday periods off. Your hours will be 8:30am to 4:30pm remotely, allowing you to work from the comfort of your own home in South Africa. This role is Full-time and pays 207,000 RAN Annually or 17,250 monthly. To be successful in this role, you will need to be confident using social media and job boards to find candidates. You will also need to be able to communicate effectively with candidates from all over the world, including the UK, Australia, South Africa, New Zealand, USA, Canada, and Europe, among many other places. We are looking for someone who is passionate about education and recruitment, with a bubbly and enthusiastic personality. You will need to be a self-starter who is able to work independently and remotely. If you have previous experience in recruitment, sales, customer contact centres or a related field, excellent communication and interpersonal skills, and strong organizational and time management skills, then we want to hear from you. Knowledge of primary school education and the UK education system is a plus but not required. Join our team as a Recruitment Resourcer and help us find the best teachers and teaching assistants for schools in central London, UK. Apply now and make a difference in the lives of children. Requirements Interpersonal Skills: Exceptional communication to engage candidates and school staff positively. Outreach Experience: Proven ability in candidate outreach via social media and platforms like Reed and Indeed. Bubbly Personality: Vibrant and friendly demeanour to create a positive impression. Compliance Knowledge: Understanding or willingness to learn of UK education sector regulations for candidate compliance. Database Management: Proficiency in securely managing recruitment or customer databases. Attention to Detail: Ability to thoroughly review candidate applications for suitability and create their profiles and marketing assets to a high standard. Problem-Solving: Quick resolution of recruitment challenges. Adaptability: Flexibility to meet evolving recruitment needs. Team Collaboration: Willingness to work collaboratively and remotely with recruitment and school teams. Passion for Education: Genuine enthusiasm for contributing positively to the school community. Benefits Opportunity for Travel: The agency offers the possibility to travel to the UK, providing a unique chance to experience different regions and cultures while supporting primary school recruitment efforts. Flexible Work Arrangements: Resourcers have the option to take school holidays off or reduce their working hours during these periods, allowing for a better work-life balance and accommodating personal commitments. Self-Employment Option: Resourcers can choose to work on a self-employed basis, providing greater autonomy and control over their schedule and workload. This option may appeal to individuals seeking flexibility and independence in their work. Professional Development: The agency prioritizes professional development opportunities, offering training and support to enhance resourcers' skills and knowledge in recruitment, compliance, and education sector practices, fostering career growth and advancement.
2 days ago11 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.
14 days ago26 proposalsRemote