Crm project template jobs

I'm in need of someone to send invoices to my clients via email. The invoices must contain the following details: - Client name and contact information. - An itemized list of products/services. - Payment terms and due dates. I don't have any specific format or template in mind, so you'll have the creative freedom to design the invoice layout as you wish. Ideal candidates for this job should be detail-oriented, have good communication skills, and be reliable in sending the invoices on time. Previous experience with invoicing or basic accounting would be a valuable asset.

In my invoice i need to add this two lines with CI price and CI price * Qty = CI TOTAL, also i need to make a Doc template called CI Invoice.

About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 ex...-Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquired about any of our services and set them if they are qualified and interested. -Updating all generated leads and/or appointments into CRM. -Providing EOD report for all activities. Required Skills: - Excellent communication skills. - Experience in using social media for cold outreach is a plus. - English and Arabic&nbs...

I urgentl...must utilise a different template that I will provide. - Producing first draft answers to new/additional questions on the new business case(s). Due to the urgency of the project, completion of all 4 additional business plans as well as the first draft answers for new questions must be done within a week. Desired Skills: - Exceptional writing and drafting abilities - Proven record of creating effective law firm partner business plans - Ability to work under pressure and meet strict deadlines Note: This project does not require a market analysis, competitive analysis, or SWOT analysis as the client opted to skip this requirement. Your focus will be strictly on drafting effective and articulate business plans using provided templates. Example business...

Need this 4 page document to be in word. As it is very important that each side (as there is an English side and a Spanish side) is part of table, as I need each side not to interact with the other (meaning that if I put text on one it does not affect the other side), I include a word "template" so its clear

Hi, This project is for a refresh of the front page of Strom Ltd's A4 brochure. Once we have a front page design we like, we will have our whole range of literature and brochures refreshed and redesigned in the chosen new style. The whole refresh of all our printed material will be a separate project in the coming weeks and months. The new design should be modern and minimalist in nature, and incorporate shades of blues, turquoise, greens, and possibly a subtle hint of yellow. The primary focus should be our products and services, and our company strapline is "No Gas No Problem". Here's what we're looking for: - Four different conceptual designs to choose from. JPEGs for proofing, and PSD files also please. - A clean, minimalist design aest...

...capabilities and user experiences. Key modules for development: - A paid add-on SaaS for additional storage space and staffs. Looking forward to a pricing structure of $5 per GB and $2 per staff. - AI characteristics to all modules whereby the system can learn and adapt over time. the AI will help companies and clients to assist with quote and invoice generation, project management, task management, ticket management, template building, requirement building. - Document management module equipped with AI capabilities. This module should allow for collaboration, offer templates, and require approval with an activity log. - A signature module that supports e-signing of documents with a timestamp. - GDPR module to enable sensitive data encryption both in the system and ...

I'm looking for a detail-oriented freelancer to generate website analysis reports, using Google Docs, ChatGPT, and other tools. I have the template to give you and a the process outlined. I have a demo video to send you that shows the process. I'm looking to pay $4 per report. It should be possible to complete one in about 20-30 minutes after you get used to the process. I have about 20 analyses that need doing right now. After those I can provide about 5 per day to start and plan to scale up to about 20 per day after a couple of months.

Develop and Implement ZOHO CRM

I'm looking for an Excel expert who can create an automated template for a financial renewal analysis dashboard. The dashboard should include basic descriptive statistics functions such as mean, median, mode, standard deviation, correlation, and regression. Key Requirements: - The dashboard needs to focus on the renewal status of our products/services. - It should be able to track the renewal status by product/service type. - The dashboard should be able to automatically update renewal statuses. Ideal Skills and Experience: - Proficiency in Excel and its advanced functions. - Experience in creating automated dashboards. - Understanding of financial data analysis, particularly in the context of renewals. - Strong communication skills to understand our specific needs and provid...

I'm in need of an intermediate level automated meeting minutes solution on Excel 2016. This project requires expertise in Excel and VBA and knowledge of data categorization. Key requirements include: - **Template Generation**: The tool should be able to generate a meeting minutes template automatically. - **Categorization**: Information in the meeting minutes should be categorized by attendee. Date Task owners Points discussed New Ideas generation' related System Process People Technology others Ideal skill set for this project includes: - Proficiency in Excel, particularly Excel 2016 - Experience in VBA/Macros for Excel - Previous work with data categorization and template generation Looking for someone who can deliver a robust, user-fri...

HI Hasib, I will need to get your help to design a framework and template for our Observata whitepapers. I would like them to have their look and feel as the datasheet designs you made prevously. I will send a whitepaper for you to start working with. I have hired a marketing manager, his name is Rasmus, and he will be using my account to start communicating with you. We will need to have that finalised be the end of next week.

As a thriving dance studio, I am in need of a website that succinctly provides potential customers with information about our studio's history, our instructors' profiles, and the facilities we provide. The main objective is to make visitors understand what we are offering in a clear, engaging way. Ideal Skills: - Experience in web design for similar businesses...The main objective is to make visitors understand what we are offering in a clear, engaging way. Ideal Skills: - Experience in web design for similar businesses - Ability to create an intuitive user-interface - Capable of cleanly integrating text and photos for historical, personnel, and facilities information I am able to upload photos and my information to each page. I just need the basic template set for ...

I need a creative email template designer who is proficient in designing for Outlook, with a focus on responsive design. Key Requirements: - Proficiency in creating email templates for Outlook. - Experience with responsive email design. - Strong understanding of email marketing best practices. - Ability to design a visually appealing, engaging and professional template that aligns with the marketing requirements. Ideal candidates will have a strong portfolio showcasing their previous email template designs, particularly those tailored for Outlook and responsive layouts.

1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If ...automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns,...

I'm in immediate need of an experienced designer who can create a proficient and eye-catching email template in Klaviyo. Here are the details: Ideal skills and experience for the job: - Knowledge and experience using the Klaviyo platform for designing email templates - Familiarity with various email client requirements to ensure compatibility - Strong communication to update progress and make any adjustments swiftly Please attach any similar email template projects you have worked on in your proposal. I look forward to working with you.

I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...

I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...

...experience in updating customer, product, and supplier details in D365. - System Integration: You will be connecting D365 with other systems, with a particular emphasis on CRM, ERP, and e-commerce platforms. Ideal Skills: - Proficiency in D365: Experience with Dynamics 365 is crucial for this project, as you'll be working within this system extensively. - API Development: Proven expertise in developing API endpoints is a must. - Systems Integration: Previous experience integrating systems, particularly with CRM, ERP, and e-commerce platforms, will be highly beneficial. - Attention to Detail: Given the nature of this project, a keen eye for detail is essential to ensure the smooth and accurate updating of master files across systems. If you have the n...

Hello, We are looking for a Creative Designer to reproduce 3 kit of editable resume (CV) + cover letter templates. It’s to say 3 resume and 3 cover letter in Word an...Requirements : • Resume in A4 (3 colors variations): Word (.docx) and iWork Pages (Mac OS) • Cover Letter in A4 and US Letter size (3 colors variations) : Word (.docx) • Totally Print Ready • Easy to edit • Only Free Fonts Used • 300DPI, CMYK Color You would need to sign a contract stating we are the original owner of the designs and permission to use the work for commercial purposes, including sale of template. We will need an invoice from you for the regularization of the payment. Please submit links to portfolio or resume samples. If we are happy with your job, we will ask y...

...templates should carry a professional and sleek look, reflecting our brand's serious and polished side. The project specifics are: * Professional and sleek branding: The templates need to exude a sense of professionalism and sophistication. * Key elements: Each template must incorporate our logo and our social media links etc. Please remember, the focus should remain on sleek minimalism, even while adding these elements. * Layout Variation: Each of the five Mailchimp templates needs to be unique in terms of layout. Differences in template layout will allow us flexibility and variety in our email campaigns. Ideal candidates for this project have a solid background in email template designs, Mariella in Mailchimp, and have a keen eye for detail...

I need a skilled graphic designer to create a logo and PowerPoint template for my anchoring profile. The project is time-sensitive, so I'm looking for someone who can deliver quality work quickly. Key deliverables: - Logo design: I need a unique and eye-catching logo that represents my brand and can be used across all marketing materials. - PowerPoint template: I need a professional and visually appealing PPT template that I can use for my presentations. Ideally, you should have: - A strong portfolio of logo and PowerPoint template designs. - Experience in brand identity design and marketing materials. - The ability to work under tight deadlines without compromising on quality.

...talented and experienced web developer who can tackle a multifaceted project. Your primary tasks will include: - Implementing a robust URL shortening logic that enhances user experience and allows for easy sharing on social media. While the specific functionalities for this feature are not yet determined, I need you to propose and implement industry standard features that will make our URLs effective and user-friendly. - Creating a webpage that adheres to the best SEO practices. The webpage should include essential features such as meta tags and heading tags to optimize our search engine visibility. Your goal is to improve our ranking and online presence through the webpage. - Design and implementation of an OGP markup template and a custom teaser component. This requir...

...ensure compatibility across all devices and platforms. Visitors should easily find the information they need and be encouraged to take the desired actions, such as contacting us for more information or requesting a quote. Integration of Contact Channels: Contact information, including email, phone, and possibly live chat support, should be readily accessible throughout the website. Integration with CRM systems or lead capture forms may also be required to effectively manage inquiries and leads. Compliance and Security: The website should adhere to best practices for web development, including compliance with relevant regulations such as GDPR. Security measures should be implemented to safeguard user data and maintain the integrity of the site. Deliverables: Fully functional and ...

Hi Nida, I have another small job that I would love your help with. It is just a matter of adding and styling a small table in the word template that you previously created for me. I will send you an example of the styling we want and the table content.

I need a professional to create a modern and clean HTML template for my newsletters. The structure is quite simple, as the template only requires a single section. The key job requirement includes experience and expertise in HTML email templates. Having a sense of clean and modern design will be greatly appreciated. As your primary task is creating a template that effectively communicates my messages to our subscribers, your ability to create engaging and well-organized content is crucial.

Converting invoice template from pdf to hostbill

I require an Odoo expert to automate tasks within my business. This involves: - Sales and CRM: A seamless system that streamlines sales and communication with our customer base - WhatsApp Integration: An impressive system that sends and reacts to WhatsApp messages automatically - Email Automation: An efficient system that allows automatic replies, scheduled sending, and manages email campaigns This project demands a good understanding of Odoo and automation techniques, knowledge of WhatsApp and email systems, and a knack for simplifying complex workflows. The objective is to improve efficiency, communication, and customer interaction within the company. Upon customer sign-up, the system would trigger a series of communications via WhatsApp, SMS, and Email throughout their ...

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Looking to improve Honeybook CRM workflow

I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding of sal...

Most Interesting and Challenging Work ------------------------------------------------ We need to create a webpage as document template builder so that user of the web application can design a template of certificate by dragging and dropping components and altering the styles in every aspect like - changing text style, background color and images, page size, water mark. That template will be saved and used for generating certificate of multiple person by changing data only. User don't know coding - everything should be user friendly to design the template. To provide more clarity and to set detail expectation - live demo will be shown. Developer should be very strong technical to build with quality and user friendly.

I'm looking for a skilled freelancer to craft a versatile Project Template with Task Management features. In addition, I need a Work Order Template made that can integrate with D-tools for easy part number and work detail import. Key Requirements: - A Project Template with robust Task Management capabilities. - A Work Order Template that allows for moderate customization. - Direct integration with D-tools to import part numbers and work details. It's crucial that both templates are user-friendly and straightforward to understand and use. The Work Order Template especially must be set up to work seamlessly with D-tools, ensuring a smooth import process for the necessary data. Ideal Skills: - Experience in creating project...

We need few customizations done for Perfex CRM and Custom Module Development for Perfex CRM. If you have experience in creating custom modules or customizing core of Perfex CRM, then you'll easily understand requirements. I have a detailed list of features I need developed, I'll share that document with those who are shortlisted for this project. You must mention "Dell" in the proposal in order to be noticed. Here is a brief for List of Features. 1. Invoice Currency Conversion using API and storing conversion rate in the database with date 2. Storing invoice value in base currency that is calculated based on conversion rate in the database so the total revenue is correct. 3. Invoice Custom Field Behavior changing, width of dropdown, cu...

I'm looking for a capable .NET developer to create a WebAPI using the Visual Studio template "WebApi Net core (Minimal api)". It needs to have Authentication and Authorization in place, using the X-API-Key. Key Requirements: - Authentication and Authorization: You need to enable X-API-Key based authentication and authorization for this WebAPI. - Data Model: The WebAPI will manage a simple 'City' table, performing basic CRUD operations. Expectations: - The X-API-Key should be hardcoded in the application. - The WebAPI should be developed using .NET 8.0 and the Visual Studio template "WebApi Net core (Minimal api)". - Data access should be implemented using EFCore. - Authorization should be handled through middleware. Ideal Skills and E...

...a proficient business analyst tasked with requirement gathering and analysis of my CRM systems. The key objectives of the role include identifying customer preferences and analyzing market trends through detailed data collection. Potential candidates must have demonstrated experience in the following areas: - Solid understanding and hands-on experience with CRM systems - Proficient in requirement gathering and analysis - Excellent data gathering and interrogation skills - Able to provide insights into market trends - Must offer strategic recommendations on process improvements. Applicants with a knack for turning data findings into actionable insights would be favored. An in-depth understanding of CRM Systems, market trend analysis, and customer preference ide...

Are you a talented app developer with expertise in Bubble and CRM integration? We're looking for someone like you to join our team on a freelance basis and help us bring our vision to life! Project Overview: We're seeking a skilled developer to design and develop an app using Bubble that seamlessly integrates with our CRM system. The app will streamline our processes, improve efficiency, and enhance user experience by providing a user-friendly interface for managing contacts and data. Key Responsibilities: Collaborate with our team to understand our CRM system and business requirements Design and develop a user-friendly app using Bubble that integrates seamlessly with our CRM Implement features for managing contacts, data entry, and reportin...

I'm seeking a skilled MEAN Stack developer to improve our existing web application. Your tasks will involve multiple areas including: - Modifying existing features for better functionality - Reworking the user interface - Enhancing performance - Refactoring and remediation activities The developer should be proficient in using Git and Azure DevOps, Zoho services (subscriptions, CRM), Firebase and have previous experience with Azure resources. A working knowledge of Agile or Scrum methodologies, unit testing and code coverage is also required. It's important that you have proven experience with both the front and back-end of web development, as this is a full-stack position. While it's not required for this job, experience with e-commerce functionality, social netwo...

I'm seeking an expert data analyst specializing in financial data analysis for real estate development projects. The focus will be on the financial aspects of our upcoming construction project, specifically concerning future projections for the next 10 years. Candidates should be competent in: - Creating custom excel/ google sheet template - Forecasting Capital Expenditure - Predicting Cash Flow - Delivering revenue Projections Your role will involve analyzing, interpreting, and providing insights on these aspects. Proficiency in financial modeling and forecasting is a must. Knowledge about the construction sector will be highly regarded, and prior experience in real estate development is a bonus. To make informed decisions, we're relying on accurate and in-dep...

...search of a talented developer to create a web-based CRM system for my business. Here's what I need: - The CRM system should be accessible through a web browser. - Its primary function will be sales tracking. I want a solution that will help me monitor and manage sales effectively. I envision the CRM system to perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM...

I am looking for a highly skilled professional who is proficient in coda.io. Th...proficient in coda.io. The right candidate will assist me with: - Creating 1-5 templates tailored to my business needs - Designing intuitive dashboards to streamline data visualization - Implementing moderate complexity automation processes This role demands a high level of attention to detail and a deep understanding of 's capabilities. Ideally, you will also demonstrate prior experience in template creation, dashboard design, and automation within similar platforms. Proficiency in understanding business requirements and crafting solutions that enhance operational efficiency is vital for this position. Get in touch if you harness these skills and are ready for a moderate level of technical com...

Project Description: We are seeking an experienced and React.js developer to join our web development project. The main goal is to integrate APIs into a pre-existing template and add specific functionalities for a multi-company business management system. The system must be capable of managing multiple companies under a single platform, allowing administrators to easily switch between companies. MAX BUDGET: $ 400 USD Responsibilities: API Integration: Connect the frontend template with our API. Implement the necessary endpoints for the required functionalities. Validate the data received from the API and manage errors efficiently. UI/UX Functionalities Implementation: Implement language and theme changes in the user interface; the template already in...

I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm lookin...operations. - **Team Size**: The setup should cater to a team of 1-5 members. The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems and ensuring smooth integration with other platforms. Your expertise will help us streamline our operations and enhance our efficiency. A good communicator and problem-sol...

...JavaScript developer who can help me enhance a template I'm working on. Specifically, I need someone who can update the template to work with the latest JavaScript libraries - and Key objectives: - Update the template to work with the provided JavaScript libraries - Implement the necessary changes for the desired functionality. Ideal candidates for this project should be proficient in: - JavaScript - Web development - Knowledge of the provided libraries is a plus Attached are all the files you will need to test the old working template and to update to the newest libraries. Instructions: 1. The "" video snippet shows a working template using the old "" and

We are looking for a Zoho consultant with expertise in building applications using Zoho Creator. Should understand Zoho CRM functionalities. Please apply only if you have worked with Zoho Creator applications before. The project is to build a few custom functionalities using the Zoho Creator application.

I'm looking for an email marketer with a knack for clear, professional design. The purpose of my campaign is to drive awareness of my products and services amongst a B2B contacts list. Your expertise will enhance communication with potential clients in a professional and clean layout. Key Requirements: • Develop a professional and clean email template. • Creatively promote our products/services specifically catered to B2B contacts. • Experience in B2B email marketing highly preferred. • Proven ability to deliver an effective email marketing strategy. Excited to work together and build a campaign that will propel my services to new heights!

Please send me your Dashboard visual - if you already did the same for other clients - ...data. Key Responsibilities: - Design and configure a Zoho dashboard that tracks and analyzes our revenue, expenses, and any patterns in our sales and customer relationships. Ideal Skills: - Zoho dashboard configuration - Zoho analytics - Data Visualization - Financial Accounting knowledge - Understanding of CRM data The ideal freelancer for this project should hold considerable experience in creating business analytics solutions with Zoho. A keen understanding of financial data, CRM analytics, and excellency in data visualization is paramount. Please note, my interest lies in daily data analysis. If you're confident in your ability to meet these requirements, I eagerly l...

I'm seeking a proficient Flutter app developer to assist in the customization of an existing template-based multi-vendor food delivery app. The primary tasks will involve refining the user interface and tailoring the menu categories and options to meet our specific needs. Key Responsibilities: - Implementing UI modifications: We require a fresh color scheme and branding throughout the app, as well as font and typography adjustments to enhance overall aesthetics and user experience. - Customizing menu categories: Your role will involve modifying existing menu categories and options to align with our unique requirements. Ideal Skills and Experience: - Proven experience in Flutter app development, with a portfolio showcasing similar projects. - Proficiency in UI/UX design, parti...

...specific needs. The project has already been partially started, providing a solid baseline for you to work from. The theme and changes includes a backend CRM that also requires custom work. We aim for completion within a week and will only consider candidates who can commit to this timeframe. Payment will be made in one milestone upon successful and timely completion. Due to previous negative experiences, we are firm on this payment structure. We will provide reference websites and detailed explanations, so there's no need to create anything from scratch; your task will be to implement existing elements and/or replicate things that you receive. Requirements: - Proficiency in Wordpress development - Experience with custom coding - Commitment to completing the p...