Sugar crm send invoice jobs

Primary tasks: Initially this is all to be done on a new Linux STAGING ONLY server. 1) Linux staging server setup -> deploy our existing project to a new VPS using gitlab 2) Woocommerce -> continue long term development work on our existing custom plugin. Transfer the existing production woocommerce to this staging server. 3) ongoing long term development of our CRM app Other components of our stack which are a HUGE ADDED BENEFIT if you can work on them -> .NET ASP, WEB API + MS SQL DETAILS HERE -> PRIORITY IS TO HAVE A DEVELOPER ON OUR TEAM (LONG TERM) THAT CAN FOR NOW ALSO WORK WEEKENDS AS WE HAVE SEVERAL EMERGENCIES TO FINISH URGENTLY. Someone who can efficiently manage Linux VPS and efficiently use GITLAB is critical. Initially we need part

...my PHP-based CRM. The key aspects of this project include: - Chatbot for Customer Support: The primary function of this chatbot will be to handle customer inquiries and provide advanced problem-solving support. - Integration with PHP CRM: The chatbot needs to seamlessly integrate with my current CRM system. - GPT AI: The preferred technology for the chatbot is GPT-based AI. - Customization: I would like the chatbot to be fully customizable and easy to program for future updates and modifications. Ideal Skills: - Proficient in PHP, GPT AI, and CRM integrations - Experience in developing advanced chatbots for customer support - Ability to create customizable and easy to program solutions - Strong communication skills to understand and implement my requi...

...software engineer who is proficient in Odoo and Python to help me build a robust CRM system. The project calls for a quick turnaround - I need it to be completed ASAP. Key Features: - Sales Pipeline Management: The system should help me track my sales process from lead generation to conversion. - Customer Interaction Tracking: I want to record all interactions with my customers, including emails, calls, and meetings. - Integrated Email Marketing: The CRM should have seamless integration with my email marketing tools so I can easily communicate with my customers. - Scheduling: I need the system to have scheduling capabilities to help me manage my time effectively. Primary Goals: - Improve Customer Satisfaction: The CRM should help me provide better service to my cl...

I am looking for a skil... Key Requirements: - Configuration of ClickUp for task management - Set up of collaboration tools to enhance team communication and efficiency - Integration with Email and Calendar for seamless workflow - Integration with our CRM software for better customer management - Linking with our file storage services for easy access to relevant documents Ideal Skills: - Proven experience in setting up ClickUp for small teams - Strong understanding of task management and team collaboration tools - Familiarity with Email and Calendar integration - Previous experience with CRM software integration - Knowledge of linking file storage services This is a crucial project for us, and we are looking for a freelancer who can deliver a well-rounded ClickUp setup that...

I am seeking an experienced professional who can streamline my cus...relationship management system and take my LinkedIn marketing efforts into the next level. The ideal freelancer for this project should be: • Highly experienced with Bullhorn/Mail chimp CRM platform. • Proven track record in devising and implementing LinkedIn marketing strategies. • Proficient in integrating Bullhorn/Mailchimp CRM with LinkedIn and Lusha. Key Tasks: • Integrate Bullhorn/Mailchimp CRM with LinkedIn and Lusha. • Develop and execute compelling LinkedIn marketing strategies. • Regularly update and maintain the integrated system. This is a significant project that requires a deep understanding of CRM and LinkedIn marketing strategies. If ...

I am looking for an experienced accountant to assist with our monthly bill amount. We want experience accountant to help with calculating and dividing up our yearly invoice into 12 months. The yearly amount is there but we want a skilled accountant who can divide the amount up to 12 months with each month amount figure being different from the other. For example, dividing $100,000 by 12 months but each month has a different amount but the the total of 100k is still the same. Ideal Skills: - Proven experience in accounting - Knowledge of relevant accounting software - Strong attention to detail - Effective communication and reporting skills

I'm in need of a Big Commerce developer to work on my website. I am looking for the following: - Customizable templates: I need to be able to make minor tweaks to existing templates. - Custom API integrations: Specifically, I need to integrate Payment and CRM APIs. The ideal candidate for this project will have experience in Big Commerce development and customization, as well as expertise in integrating API's, particularly Payment and CRM services. A good understanding of e-commerce best practices is also essential. Kindly provide examples of similar projects you've worked on. Long term project but low price. If you agree it, please bid!!!

I am seeking a Business Development Manager who can help scale my startup in the technology industry. Key Responsibilities: - Focus on scaling operations and processes: I need someone who can take a deep dive into my curre...Specifically with startups: Experience in the startup environment is critical, as this person will need to understand the unique challenges and opportunities that come with scaling a new business. Ideal Skills: - Strong analytical and problem-solving skills. - Excellent communication and interpersonal abilities. - Proven experience in business development, particularly in the technology industry. - CRM experience is a plus, definitely needed I am looking for a proactive, results-driven individual who can work closely with me to help take my business to the n...

I'm looking for an experienced Zoho developer to help with my Zoho CRM data analytics and dashboards. Key Responsibilities: - Develop a Zoho Analytics dashboard incorporating Sales performance tracking, Lead conversion analysis, and Customer segmentation. - Integrate Google Analytics Data and Google Adwords Data into the dashboard. - Create visual representations of the data using Bar charts, Line graphs, and Pie charts. Ideal Skills: - Previous experience working with Zoho Analytics and Zoho CRM. - Proficiency in integrating third-party data, specifically Google Analytics and Google Adwords. - Strong visualization skills, with expertise in Bar charts, Line graphs, and Pie charts. This project is crucial for me to understand my business performance, so attention to d...

As a business with a custom CRM solution currently facing some difficulties with Hubspot, I'm interested on bringing in a seasoned and strategic freelancer for the task. Key Challenges: - Custom forms: clients details aren't saving correctly. If they are a repeating guest who have filled out this form in the past, their forms are coming up blank. - Email Database: Our email marketing campaigns are currently not as efficient due having no tags Your main tasks will include: - Rectifying form issue: providing a solution for why the clients cannot submit a form and why their details arent showing up. - Email database: upload our database into hubspot and create tags (location, birthdays, type of event, type of package they have previously booked in for) Our Goals: - Custo...

I need a logo for my CRM software named Hourglass CGS. I'd like the logo to be minimalistic in style, primarily using the colors blue and green or the color combo of black and gold. Key Requirements: - Design a minimalistic logo - Incorporate an hourglass and gears into the design - Use a color palette of primarily blue and green - It should be usable as both a logo and an icon Ideal skills/experience: - Proven experience in logo design - Proficiency in minimalistic design - Ability to work with a specific color palette - Previous work with software logos is a plus Please include a link to your portfolio showcasing similar work when bidding.

...than 20 hours a week to help me with various tasks. The ideal candidate should be proficient in Microsoft Office Suite and CRM software. Key Responsibilities: - Email Management: You'll be responsible for sorting, responding to, and organizing my emails. - Calendar Management: You'll be in charge of arranging meetings, appointments, and keeping my schedule up to date. - Data Entry: You'll assist in inputting and managing data. - Phone Calls: You'll also be expected to handle incoming calls and messages professionally. The successful candidate will have excellent communication skills and be able to work independently. Experience with Microsoft Office Suite and CRM software is a must. Being proactive, detail-oriented, and able to prioritize tasks is ...

I'm in need of a diligent and reliable virtual assistant to assist me with a range of t...input. - Email Management: You'll be responsible for managing my email inbox. This includes reading, responding, and flagging important messages for my attention. - Appointment Scheduling: The role will also involve coordinating my schedule and setting up appointments. To excel in this role, you should have experience with: - Microsoft Office Suite, including Word, Excel, and PowerPoint. - CRM Software: Knowledge of Customer Relationship Management software will be a huge advantage. I'm looking for someone who can be available on an on-call basis for this role, as tasks may come up sporadically. Your punctuality, attention to detail and excellent communication skills are c...

As we aim to streamline our Sales and Marketing operations, I'm seeking a seasoned freelancer with strong expertise in Odoo setup, specifically for CRM, Sales and Email Marketing modules. If you are adept at setting up these Odoo modules, I invite you to bid on this project. Key Responsibilities: - Configuring CRM, Sales, and Email Marketing modules in Odoo - Providing guidance on whether any specific customizations or configurations are needed Ideal Skills: - Extensive experience in Odoo setup - Strong understanding of CRM, Sales, and Email Marketing modules - Able to provide clear and concise guidance Our primary users will be our Sales and Marketing teams, so experience in setting up Odoo for these specific teams is desirable. Your job will be to ensure...

I'm looking for a freelancer who can take the annual billing data from my personal business and create a professional, neat invoice from it. Key Details: - Final Format: The final invoice should be in PDF format. - Summary: I'd like the invoice to include a summary of the total income generated over the year. The summary should be kept simple and straightforward with a total sum, without the need for categorization or a monthly breakdown. Ideal Skills: - Strong attention to detail: The invoice should be well laid out and error-free. - Graphic Design: Experience in adding logos and making documents look professional is a plus. - Familiarity with accounting and invoicing: Some knowledge of these areas will be beneficial for understanding the context...

...costs to respective projects for accurate job costing. • Compliance Monitoring: Ensure compliance with employment and tax laws. 4. Accounts Receivable (A/R) Year-To-Date Tracker Facilitates tracking of bids, invoicing, and estimates to manage cash flows and customer interactions effectively. Features: • Bidding Tracker: Manage and track all job bids, including status and related documents. • Invoice Management: Automated tracking of invoices, payment statuses, and related customer communications. • Estimate Storage: Organize and store all project estimates in a searchable database. • Work Order Management: Link work orders to projects, estimates, and invoices for streamlined tracking. Platform-wide Features • Cloud-Based Accessibility: Secure, scala...

I am in need of an English-speaking customer service representative who is proficient in user communication via phone and live chat. Your key responsibilities will include: - Processing customer orders - Managing payments The ideal candidate should be highly skilled in CRM software. Previous experience in a similar role is appreciated. Outstanding problem-solving skills alongside a customer-first approach is a must. Your communication skills, both verbal and written, will contribute to the overall customer experience and reflect our brand image. Your focus will be to assist our customers in a friendly, respectful, and timely manner. Apply if you think this aligns with your skill set.

...Experience with Smart contract integration, Decentralized storage, and Tokenization of assets. - Ability to implement Generative AI and integrate with ChatGPT 4.0. - Proficiency in Third-Party Integrations like CRM, Lead Generation, Social Media, and Slack. - Previous experience with Android and iOS integration will be beneficial. The marketplace should be designed with the following features: - Smart contract integration - Decentralized storage - Tokenization of assets - User-friendly transactions - Implement Generative AI - ChatGPT 4.0 integration - Third-Party Integration like CRM/Lead Generation - Social Media Integration - Slack Integration - Android and iOS integration The target audience for this project is broad and includes: - Individual consumers - Businesses -...

...running website. My current goal is to increase leads, and I believe using HubSpot can help me achieve that. I'm specifically interested in implementing the CRM & Sales Hub, and Marketing Hub features. Key aspects of the project include: - Consultation: I'm looking for a HubSpot expert who can provide me with a comprehensive consultation on how to best set up HubSpot for my real estate business. - Strategy: I need the freelancer to help me develop and implement effective strategies on how to make the best use of HubSpot to significantly increase my leads. - Features Implementation: I want the freelancer to help me set up and implement the CRM & Sales Hub, and Marketing Hub features of HubSpot. Ideal skills and experience: - Proven experience and experti...

I'm seeking a skilled developer capable of building an automated drip sequence in Word Press/Fluent CRM. The primary function will be to trigger actions for sending emails. Your responsibilities will entail: - Designing and developing an email focused automated drip sequence. - Ensuring the sequence can handle a frequent and varying email sending schedule. Ideal candidates should have: - Profound expertise in creating automated drip sequences. - A strong background in email-based marketing automation. - Knowledge in managing and operating complex email sending mechanisms. Your ability to provide a solution allowing for future enhancements or changes will be highly considered. Proven prior experience is a must.

Moda windows and doors Thailand need a comprehensive tool that can draft and manage quotations, invoices, and tax receipts. The ideal candidate should be able to: - Develop a user-friendly Android app with the primary functionality of creating quotations, generating invoices, and issuing tax receipts. - Include features such as data storage, enabling the app to keep track of past transactions. - Implement a PDF generation feature to allow for easy sharing and printing of documents. - Incorporate customer management functionalities, making it easy to access and edit customer details. - Calculate the cost per square meter accurately for windows and doors. The tool has to be versatile and compatible with different platforms to enhance its usability.

I'm in need of a data entry specialist to assist in generating invoices from handwritten documents. The task does not require cross-checking or validation against other documents or systems. Key Responsibilities: - Transcribe handwritten data into our invoicing system to produce accurate invoices. - Ensure the entered data is error-free and matches the original documents. Ideal Skills and Experience: - Proficiency in data entry, particularly from handwritten sources. - Strong attention to detail to minimize errors. - Familiarity with invoicing systems is a plus but not mandatory.

I'm seeking a professional with proven experience in NetHunt CRM to help set up key workflows and make necessary updates. Key Requirements: - Setting up workflows for lead management, sales pipeline, and customer support. - Adding custom fields to the CRM, including text, number, and date fields. - Creating new fields for newsletters and drip campaigns. This project requires someone who is not only proficient in NetHunt CRM but also understands the specific needs of our business. Strong communication skills are a must, as we'll need to collaborate closely to ensure the CRM setup aligns with our objectives.

I'm in need of an expert in Twilio to create a custom contact center solution for my business. Key Requirements: -Automate whats app and other social media msg response -intergrate with CRM solution -other automation The ideal candidate should have: - Proven experience with Twilio development, specifically in the context of contact center solutions. - Strong communication skills and a willingness to understand my unique business requirements. - The ability to work on a flexible timeline and provide ongoing support and maintenance as needed. If you feel you can take on this challenging task and deliver a solution that perfectly aligns with my business requirements, please get in touch.

I'm in need of a Business Development Manager (BDM) who can help drive sales and business growth across various sectors. The ide...business opportunities by understanding market trends Key Objectives: - Increasing sales - Expanding client base - Building strategic partnerships Target Markets: - Local - National - International Skills & Experience: - Proven work experience as a Business Development Manager, Sales Executive or relevant role - Demonstrable track record of meeting and exceeding sales targets - Proficiency in CRM software and MS Office Suite - Excellent communication and negotiation skills - Ability to build rapport with clients - MBA or equivalent in Business Administration, Marketing or related field. **This is a commission-based position with unlimited e...

...CFO), IT Professionals - Geographical Focus: Europe The ideal candidate should have: - Strong experience in B2B lead generation, particularly in the technology sector. - Excellent communication and negotiation skills to interact with decision makers. - Profound understanding of the European market and its nuances. - Proven track record of delivering high-quality, verified leads. - Familiarity with CRM tools and other lead generation software. Your task will involve: - Conducting research to identify potential leads. - Engaging with decision makers and IT professionals to qualify these leads. - Providing detailed and accurate company information with each lead generated. - Ensuring the leads are geographically centered around Europe. I am looking for someone who can deliver qua...

...customization of existing modules to better suit the setup and starting business operations needs of Odoo. Particularly: - The principal focus is on having meetings to help us understand Odoo, setup to customize it to a particular workflow, help customizing the system with our workflow, Help Desk. Sales and CRM module, which needs modification. - Help making a customized Odoo Studio app that involves a form and integrating the submission of the data in that form to go to spreadsheets and also send that submission to a 3rd party website - Setup a series of team automated reminders and alerts that pertain to the status of a customer until customer is marked to be at a perticular stage in helpdesk - Setup helpdesk and make it work for our team - Integrate Odoo with 3CX ph...

...relationships with clients. Identify sales opportunities and convert prospects into clients. Meet and exceed established sales targets. Maintain accurate records of all sales activities and potential clients in the CRM. Collaborate with the marketing team to develop effective sales strategies. Requirements: Previous experience in sales, preferably in a commission-based role. Knowledge and passion for digital marketing. Excellent communication skills and ability to make cold calls. Ability to work independently and manage time efficiently. Results-oriented with a strong work ethic. Familiarity with CRM tools and Microsoft Office. Ability to adapt to a remote working environment. Benefits: Competitive commission structure with unlimited earning potential. Flexibility to ...

... Google Ads, Facebook Ads, and other marketing initiatives using GoHighLevel CRM and other tools. Lead generation: Utilize Clay Lead Generator, , and other lead generation tools to identify and nurture potential clients. Project management: Utilize ClickUp to plan, track, and execute projects, ensuring timely delivery and effective communication with clients. Client communication: Manage client relationships, answer questions, address concerns, and ensure projects are delivered to their satisfaction. WordPress development: Manage WordPress projects, including website creation, updates, and plugin development or customization. Tech stack management: Oversee our tech stack, including GoHighLevel CRM, ClickUp, Clay, Twilio, Air AI, , Google Ads, Facebook Ads, and other

I'm in need of a skilled CRM Developer to create a custom CRM system with a variety of functionalities and stringent data security measures. Key Functionalities Needed: - Contact Management: The CRM should be able to store and manage client information, including their contact details. - Sales Pipeline Tracking: It should track and monitor the stages of our sales process, helping us identify areas for improvement and potential bottlenecks. - Customer Support Ticketing: The system should provide a platform for our customer support team to manage and resolve client issues efficiently. - Job Sheet Tracking: I also require functionality to track repair/service jobs for various items like phones, PCs, cars, bikes, ACs, etc. Platform and Device Support: - The CRM...

I am seeking a skilled software developer to create a rental system CRM application with specific functionalities. Key Features Required: - Customer Management: The application should be capable of managing customer details, their rental history, and other related information. - Inventory Tracking: An efficient inventory tracking system should be in place to monitor the available and rented items in real-time. - Rental Scheduling: The ability to schedule rentals, track them, and send reminders to customers is crucial for this project. Platform Compatibility: The software should be compatible with various platforms including Windows, MacOS, iOS, and Android. Essential Functionalities: - User Authentication: The system should validate the users based on their login credenti...

...develop a desktop CRM application, mainly focusing on sales tracking, but also incorporating key features for the sales team, customer support, and management. Key Features: - **Sales Tracking**: The primary feature of the CRM, allowing tracking of sales progress, goals, and performance. - **Contact Management**: Necessary for the sales team, enabling efficient management of customers and leads. - **Task Management**: Crucial for organizing sales activities and customer follow-ups. - **Accessibility for Multiple Users**: The system should be designed to accommodate different user roles, with tailored access and functionality for sales, support, and management teams. Ideal Skills & Experience: - Proficiency in desktop application development - A strong background in ...

I'm looking for someone experienced with Smart Sheet to create a comprehensive guideline for building and using a workflow around invoice processing. Key Points: - The workflow should incorporate an automated approval process. - I need a detailed guide on how to use this workflow effectively. Given that the number of invoices isn't specified, the workflow should ideally be scalable to handle a variety of invoice types. Ideal Skills and Experience: - Proficiency with Smart Sheet is crucial. - Experience in creating and managing workflows, particularly around invoice processing. - Strong documentation and instructional writing skills to create a clear and thorough guideline.

I need someone well-versed in Zoho CRM and Magento2 to assist me with creating and publishing API endpoints. Key Requirements: - Experience in creating API endpoints in Zoho CRM and Magento2. - Proficiency in publishing these endpoints. The Job: - The primary tasks will revolve around developing API endpoints. - This will involve working with Zoho CRM and Magento2. Data Access: - The endpoints are intended to give access to order and product data. Ideal Candidate: - You should have previous experience with similar integrations. - Knowledge of Zoho CRM and Magento2 is crucial. Please include any relevant samples of your previous work when applying.

As a business in the heavy machinery industry, I'm seeking a skilled digital marketer to ma...primary objective of this campaign is to acquire leads from international customers. Key Project Details: - **Objective**: The main goal is to generate leads. - **Target Audience**: The campaign is intended for international customers. - **Industry**: Heavy Machinery -**Duration**: 5 Month Create campaign reports, weekly & monthly or when needed the camaign shall be incorporated within hubspot crm Ideal Skills and Experience: - Proven experience in lead generation through digital marketing, specifically with a focus on international audience. - High level of Expertise in developing and optimizing Google Ads campaigns. - Familiarity with the heavy machinery industry is a plus,...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

I'm seeking a lead generation expert with experience in the pharmaceutical, chemical, healthcare, API and nutraceutical industries. The primary goal of the project is to generate new business opportunities through phone-based outreach. Key Responsibilities: - Conducting market research to identify potential clients within the spec...Proven experience in B2B lead generation, specifically within the pharmaceutical, chemical, healthcare, API & nutraceutical sectors - Excellent communication and interpersonal skills for phone-based outreach - A proactive and results-driven approach to generating new business opportunities - The ability to work independently and as part of a team to achieve lead generation targets Experience with CRM systems and email marketing tools would be ...

...Business API. The chatbot should have automated responses, user data collection and CRM system integration. I am also open for integrating any Opensource projects or any relevant suggestions Key requirements: - Design and implement a visual flow builder for WhatsApp Business API - Develop the chatbot with Node.js - Implement automated responses and user data collection features - Integrate the chatbot with CRM systems for seamless user data management - Ensure the chatbot is user-friendly and intuitive to use on the WhatsApp platform. Ideal skills: - Proficiency with Node.js and a solid understanding of JavaScript - Experience in building chatbots, specifically for WhatsApp Business API - Prior experience with CRM system integration - Excellent problem-solving ...

I am seeking an experienced Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a spe...

I'm looking for a skilled developer who can create a seamless integration of PayPal and Stripe as payment gateways on my WordPress website. Key Requirements: - Creation of Invoice & Payment Plugins: I need both the invoice and payment plugins to be designed and implemented on my WordPress site. - Integration of PayPal and Stripe: The two main payment gateways I'm looking to include are PayPal and Stripe. These need to be cleanly and efficiently linked to the respective invoices and payment process. The ideal freelancer for this job would possess: - Proficiency in WordPress: Extensive experience in working with WordPress and creating custom plugins. - Payment Gateway Integration: A good understanding of PayPal and Stripe integration and how to create a seamles...

I'm in need of a professional who can edit a PDF invoice with specific features.

I'm seeking an experienced Prestashop module developer who can swiftly design a custom module for me. The module must allow for managing pdf invoice templates. Key Features for the Module: - Display invoice number and date - Present an itemized list of products/services - Indicate the total amount - Show correct payment details The job requires in-depth knowledge of Prestashop and familiarity with coding for invoice generation. A history of developing similar modules will be a strong advantage. The project needs to be completed ASAP. The ideal freelancer should be responsible, have excellent communication skills, and be able to deliver the project promptly. Please submit your bid including your relevant experience and how you plan to accomplish this pro...

I'm in urgent need of a skilled content writer who possesses strong proficiencies in Microsoft Excel. The primary task will involve generating written mater...proficiencies in Microsoft Excel. The primary task will involve generating written material for my organization, with an additional responsibility requiring accurate invoice creation. Your responsibilities in detail: - Generate compelling content that aligns with my organization's goals and objectives. - You would also be responsible for creating invoices using Microsoft Excel. Ideal qualifications and skills: - A strong grasp of the English language with excellent writing skills. - Prior experience with content writing and invoice creation. - Expert understanding of Microsoft Excel, particularly when it pe...

I need a custom custom GPT model in OpenAI called "GPT-Invoices". The objective of this project is to enable the GPT model to analyze invoices stored in a OneDrive folder and answer various queries related to these invoices. Once this functionality is implemented, I want to integrate it with Excel to call the GPT model directly from Excel cells and receive responses in the same cells. Project Requirements: GPT-Invoices Setup: The custom GPT "GPT-Invoices" should be able to analyze invoices stored in a OneDrive folder. The OneDrive folder will have subfolders for each month containing our company’s purchasing and selling invoices. The GPT should be capable of answering questions related to these invoices. For example: "Sum all subtotals of invoices in folde...

I have a Google document with incomplete data that needs to be corrected. The data includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are require...

I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generation f...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

...hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging important messages. Draft, proofread, and send emails on behalf of the CEO. Organize an...

I have a task that requires an individual who is proficient in manual data input, particularly into spreadsheets, with a keen eye for detail. Key responsibilities will include: - Performing detailed line-item revie...proficient in manual data input, particularly into spreadsheets, with a keen eye for detail. Key responsibilities will include: - Performing detailed line-item reviews on invoices coming into my business. - Accurately inputting the costs from these invoices into an existing budget, which is formatted on a spreadsheet. Ideal skills for this project would be: - Strong attention to detail for invoice review. - Familiarity with spreadsheets and manual data entry. Prior experience in finance administration or a similar role would be beneficial. Roughly 500 Documents ...

I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...