Crm testerงาน

...custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it ...

...for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and cur...

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sales pro...

I'm in need of a diligent data entry specialist for my remote position. - Your main responsibility will be to input and maintain data in our custom CRM or database software. The average workload will consist of 100 to 500 entries per day. The job is part-time, offering flexible hours and the convenience of working from home. Ideal candidates should have: - Excellent typing skills - Strong attention to detail - Proficiency in data entry software, particularly in a CRM or database context - Good time-management skills Your expertise in data entry will help us keep our records up to date and running smoothly. Your dedication and precision are key to ensuring we maintain high data quality standards.

I am in need of a skilled manual tester to ensure the quality and functionality of my automobile website. Your responsibilities will include creating and executing test cases, and documenting any issues encountered during the testing process. Key Responsibilities: - Creating comprehensive test cases to cover all necessary aspects of the website - Executing these test cases efficiently - Thoroughly documenting any issues found during the testing process Browser & Device Compatibility: You will be required to test the automobile website on the Chrome and Safari browsers. Please ensure that the website is fully functional and visually appealing on these platforms. Ideal Skills and Experience: - Prior experience in manual testing, especially in the domain of e-commerce or automob...

I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi an...Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to th...

I'm looking for a skilled ethical hacker who can evaluate the security of a website, specifically focusing on a public Wi-Fi network. Key Requirements: - Identify any vulnerabilities in the system - Conduct a thorough test on the website's security protocols - Provide a detailed report of any weaknesses found Please note that this project requires you to have permission from the administrator of the public Wi-Fi network in question. Your ethical hacking certification and previous experience will be valuable assets in this project.

...trustworthy online worker. I helped many startups, entrepreneurs, and business owners achieve their business goals in the past. I am an excellent communicator with sublime linguistic skills, and attention to detail is my key skill. Ill follow your instruction for the letter and get back to you with fantastic results. Here are the services I offer: Data Entry Data Mining Excel Data Entry CRM Data Entry Data Scraping Copy Paste Work Data Conversion Shopify Product Listing WordPress Data Entry PDF to Excel or Word JPEG to Excel or Word Typing in Excel or Word E-commerce Products Listing Web Research and Web Scraping Please read the reviews from my previous clients where they speak about my professionalism, quality, and work ethic - Im confident you will find me...

Behöver få till de sista tekniska bitarna på denna mobil App innan vi låter en grupp testköra den. Har flera kunder som är intresserade men vill vara helt klar med slutgiltig produkt och tester innan marknadsföringen. Är du den person som får tekniken slutgiltigt på plats får du vara med på resan och erbjuds del i företaget.

...- Train the AI models for optimal performance in handling calls, scheduling appointments, processing payments, and writing personalized emails. - Test and troubleshoot any technical issues to ensure smooth operation. - Provide ongoing support and guidance to clients on using our AI solutions effectively. Bonus Points: - Experience with machine learning (ML) concepts - Familiarity with specific CRM or appointment scheduling software - A background in customer service or sales Long-Term Partnership: - As well as out current clients, we're committed to building strong relationships with our partners. This is a fantastic opportunity for a long-term partnership with potential for growth within our company. Virtual Call: - All applicants must be prepared to participate in a vir...

I am seeking a skilled developer to customize our existing Worksuite CRM and develop a companion mobile app for both IOS and Android. Key Customization Features: - User Interface Redesign: The interface needs a fresh look. This includes a color scheme update, font style change, and layout modification. Please provide examples of similar projects you have completed and detail your experience with Worksuite and mobile app development.

I'm in need of a professional mobile tester to ensure my app runs smoothly and user-friendly across all devices. Key Responsibilities: - Perform functional testing on both Android and iOS operating systems - Execute usability testing on smartphones, ensuring a seamless user experience Skills and Experience: - Proven experience in mobile app testing is a must - Good knowledge of both Android and iOS platforms - Prior experience with usability and functional testing - Attention to detail and ability to identify issues - Experience with testing on smartphones This is a fantastic opportunity for a detail-oriented tester to be a cornerstone in the quality assurance phase of our project. Your expertise will be essential in guaranteeing the app's success, so please mak...

This pr...and registration - Push notifications - In-app messaging - Instant task and task status updates - Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency in developing across both iOS and Android platforms is critical. Experience with user notification systems, in-app messaging, and financial reporting functionality is ...

I'm looking for a Salesforce CPQ Developer to assist with a variety of functionalities. Experience in Development, Visualforce Pages, Lightning Web Components, and Administration Strong understanding of CRM processes and functionality Experience with customization and enhancements Knowledge of Salesforce CPQ and CPQ configuration Experience with Salesforce integration and data migration Strong analytical and problem-solving skills Excellent written and verbal communication skills certifications are a plus Bachelor's degree in Computer Science, Information Technology, or related field Are you enthusiastic to accept new challenges and delivering a high performance , scalable solutions in Salesforce CPQ and meet below

I’m currently seeking an experienced developer for the creation of a CRM Application based on WordPress and PHP. This comprehensive CRM system will focus mainly on the following aspects: - Contact Management: Easy setup for adding new contacts, updating existing contacts, and generally ensuring robust record-keeping for clients. - Sales Pipeline Tracking: This feature will aid in tracking the progress of deals, identifying slow points, and pushing for efficient sales funnel management. - Customer Support Ticketing: A well-organized dashboard for support tickets, helping in prompt and effective resolution of customer issues. While the main features are outlined, I’m open to discussing additional functionalities that might enhance the system’s effectiveness....

...serve as a centralized hub for tracking sales data, generating custom reports, and integrating with our existing CRM and PayRoll management software. The main features I need include real-time sales data updates during business hours, customizable executive reports, and seamless integration with our CRM system. We have an open API so that you can investigate what data is available. Key requirements: - Developing an API Salesboard tool with a user-friendly interface and robust functionalities. - Ensuring real-time updates on sales data during business hours in 20 minute intervals - Implementing a feature that allows for customizable reports. - Required integration with our CRM system. - Ability to manually enter some non-sales data or if possible, import from P...

...and making offers. The more people you talk to and make offers to, the closer you get to a deal. We have the right systems and processes in place for you to be successful; all you have to do is follow them consistently. Success in this role requires action, persistence, and a daily commitment to showing up ready to work. Key Responsibilities: - Running SMS or voicemail campaigns to homeowners ( crm will do mass sms for you) -Qualifying interested leads and gathering necessary information and Speaking with homeowners to assess their interest in selling -Making offers on properties -Following up with leads to move them through the acquisition process - Continuing education in real estate (provided) -Meeting daily and weekly KPI targets Requirements: - Previous experience i...

I'm expanding my technology business and I need a dedicated...setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortable with the daily call volume and have the ...

I'm seeking a virtual assistant to handle less than 10 incoming leads per day for my lawn mowing business. Key Responsibilities: - Respond to leads through Email, Phone calls, and Social media. - Request photos and a description of the job from the leads. - Add lead information and pictures to our CRM system. Ideal Candidate: - Prior experience in customer service or lead handling. - Knowledge of CRM systems. - Excellent communication skills. - Attention to detail and organization. - Ability to work independently and efficiently. This is a crucial role in my business, so I'm looking for someone who is reliable and can maintain a consistent response time to these leads.

I need a professional to help me with the setup of my Google Ads account and integrate it seamlessly into my GHL platform. I'm looking to generate leads to grow my Sales Consultancy business and need someone with expertise in this area. Key requirements: - Setting ...will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales Consultancy. - GHL Integration Expertise: Proven experience in integrating Google Ads with GHL or other CRM platforms would be highly advantageous. Please provide details of your previous experience with similar projec...

As a small organization, we are delving into Odoo and seek exp...operations. - Customization and Module Development: Adapting Odoo to fit our unique business requirements. Not just basics, we need significant customization, especially within modules tailored for CRM, Accounting & Finance, Point of Sale, and Inventory. - Training and Documentation: Our team is fairly new to this, hence we count on your descriptive training sessions and comprehensive documentation to bolster our in-house competencies. Your affinity with small-sized teams and hands-on experience in extensive Odoo development and customization will make you the perfect addition. Familiarity with CRM, Accounting & Finance, Point of Sale, and Inventory modules is a must. Join us to make our Odoo journey ha...

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I'm looking for a dedicated appointment setter to help me with setting sales appointments over the phone. Key Responsibilities: - Making outbound Cold Calls to potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal...potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal Skills: - Strong communication and interpersonal skills. - Previous experience in outbound calling, preferably in a sales setting. - Ability to gather and record detailed information accurately. - Familiarity with CRM software or appointment scheduling t...

...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales p...

Selamat siang . Saya ingin membuat CRM untuk yang akan digunakan untuk tracking penjualan paket wisata . Dengan Style Kanban dan mempunyai Kalender View. Bisa menyimpan kontak dan bisa digunakan untuk multi department.. Bisa menugaskan tugas antar orang. Bisa membuat project dan bisa menggabungkan beberapa kontak dalam 1 project. Silahkan jika ingin bertanya . Saya terbuka untuk zoom meeting .

I am seeking a developer to create an online database/sales tracking/CRM system from an existing Access database Key Features: - online access. - mirror the look and ease of use of existing access database. - import existing data in new database

For our organization's continued growth, we are moving towards streamlining operations, enhancing customer service, an...systems. This step is important in achieving our above goals. - Required Functionalities: The necessary functionalities needed from MS Dynamics Field Service include work order management, resource scheduling, and inventory management. - Current Systems: Our existing infrastructure includes a CRM and ERP system which will be part of the integration process. The ideal candidate for this task would be experienced in system integrations, particularly with MS Dynamics Field Service and familiar with CRM and ERP systems. The ability to work efficaciously to improve operational streamline, enhance the customer service experience, and augment resource effici...

I have a Wordpress plugin called Sales Agents B2B and I'm looking for a skilled Wordpress developer to make 4 small customizations to it. The customizations required are as follows: - Adding new function...Showing the assigned sales agent in the list view of users - Modifying existing features: - Ensuring sales agent visibility in the list view of users The ideal candidate should have experience in: - Expertise in Wordpress plugin development - Understanding of user roles and permissions - Proficiency in PHP and MySQL for plugin customization - Previous experience in CRM system integration would be a plus Please only apply if you have relevant experience and can deliver quality work within a reasonable timeframe. I'm looking forward to hearing from you.

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key inf...accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's workflow will be...

I am looking for a skilled and reliable tester who possesses 20 Irish Google Play accounts to help me test my app and facilitate its approval for production on the Google Play Store. This is a critical step for my app's launch, and I need someone who can perform the task efficiently and accurately. Requirements: -Must have 20 active Irish Google Play accounts. -Ability to test the app thoroughly on each account. -Provide feedback on any issues or bugs encountered during the testing phase. -Ensure the app is approved and ready for production on all 20 accounts. -Available to start immediately and complete the task as soon as possible. Responsibilities: -Download and install the app on each of the 20 Google Play accounts. -Perform thorough testing to identify any bugs or issues...

This is the reference site http...seamless and secure Stripe payment gateway integration. - Marketing Features: Key marketing features include Email Marketing, SEO Optimization, and integration with ERP and CRM systems. - SEO Optimization: The site must be built with a strong SEO foundation, ensuring high visibility on search engines. - ERP & CRM Integration: Robust integration of these tools is a must for this project. Skills and experience: - Proficiency in eCommerce platforms and payment gateway integrations, specifically Stripe. - Strong understanding of digital marketing practices, including Email Marketing and SEO. - Prior experience with ERP and CRM systems integration is a big plus. - A portfolio demonstrating successful eCommerce and SEO-optimized sites w...

I am seeking an experienced Squarespace-Zapier-Mailchimp expert to integrate various features. 1. Squarespace Integration: You will be tasked with synchronizing Forms, E-commerce products, and CRM with Zapier and Mailchimp. 2. Mailchimp Integration: The integration should incorporate custom fields such as address and company details from Squarespace forms. 3. E-Commerce Data Integration: The integration of e-commerce product data to Zapier is solely for Mailchimp use. Ideal applicants will have experience in Squarespace integrations, Mailchimp, and Zapier. Familiarity with CRM systems would be a huge plus.

Busco un desarrollador que pueda crear un sitio web cuya principal característica es que cuenta con un funnel page en el que (de acuerdo al target de cliente) al finalizar el registro , el usuario podrá ver una serie de ofertas personalizadas para el. Este funnel page, además de contar con distintos pasos, estará conectado con CRM de cliente via API. Por lo que ideal si sabes de implementación via API. Debido a que capto usuarios, necesito recomendaciones de buenos sistemas para la base de datos que construiré, acepto recomendaciones.

Notes------- stay away timepass and without knowledge increase budget I am seeking a skilled freelancer to develop a comprehensive matrimonial CRM system with integrated WhatsApp communication and backend integration. The CRM should streamline lead management, communication, and data synchronization between the website backend and CRM platform. Here are the key features required: 1. Customizable pipelines for lead management and sales process tracking. 2. Dedicated hotline feature for direct communication with call logs. 3. Negative client management system to track and resolve complaints. 4. Lost client management system to capture feedback for improvement. 5. Profile sending tracking to monitor the distribution of user profiles. 6. Last interaction reminders and f...

I require a skilled part-time Filipino virtual assistant, primarily for email and social media management. The ideal applicant should be adept at: - Efficiently handling and organizin...part-time Filipino virtual assistant, primarily for email and social media management. The ideal applicant should be adept at: - Efficiently handling and organizing various social media correspondences - Effectively managing different social media platforms Familiarity with social media management tools is needed. Excellent communication skills are also important for this role. Familiarity with CRM software and email marketing platforms would be an advantage, but is not a requirement. We wish you can be working part time work, if you are a part time mother, household wife, student, etc. are the b...

I'm in search of a skilled automation tester who has ample experience with Java. My project involves developing a new module that requires comprehensive functional testing. Use Frame work is POM Key Responsibilities: - Implement, design, and create functional test automation frameworks with Java - Thoroughly perform functional testing on new modules Ideal Skills and Experience: - Proficient in Java - Extensive experience in functional testing - Familiarity with Selenium Preference will be given to those who can demonstrate specific experience with using Selenium for automation testing in Java. Remember, quality is crucial. I'm not looking for rushed testing, but a methodical and precise approach. Get in touch. link of implementation :

I'm seeking a talented and experienced logo designer to craft a minimalist yet engaging logo for my SaaS CRM platform, Nexync. Key Requirements: - The logo should be mainly blue in color, reflecting a professional and tech-savvy aesthetic. - It needs to be minimalist in style, avoiding overly intricate or complex designs. - The logo should be versatile, suitable for use across different mediums, including our website, print materials, and mobile app. - Don't use logo generating softwares - Logo might show growth, success , syncing team for business - Logo must be readable for both light and dark mode Skills and Experience: - Proven experience in designing logos, particularly for tech-related companies or SaaS products. - A keen eye for minimalist design, understanding h...

I'm in the process of building a recruitment agency in the social care sector, located in Nottinghamshire. To help with this, I need a team of professional telephone o...of customer outreach. Key Responsibilities: - Cold calling potential customers in the Nottinghamshire area - Gathering customer information effectively and accurately - Scheduling appointments with interested parties Ideal Skills and Experience: - Proven experience in telephone-based roles, particularly in cold calling and customer service - Excellent communication skills - Proficiency in using CRM software for managing customer interactions - Experience with appointment scheduling software The ideal candidate will be a loyal and honest person, as they will be the face of our agency in these initial custome...

I need an expert in web development, specifically for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline...for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline. Understanding of service industry dynamics and consumer behaviour online will be a significant plus. A brief rundown of the need; - increase and develop further our website for presenting, operating and selling services - Implement functionality, CRM and booking systems to online golf travel offers to customers Experience with similar projects will add credibility to your proposal. Ensure you provide examples of such previously developed...

Job Description: Cypress Automation Tester (5 to 7 Years) Position Overview: We are seeking a skilled and experienced Cypress Automation Tester to join our team. As a Cypress Automation Tester, you will be responsible for designing, developing, and maintaining automated test scripts using the Cypress testing framework. You will collaborate closely with the development and QA teams to ensure the delivery of high-quality software products. Responsibilities: 1. Design and develop robust and efficient automated test scripts using Cypress for web-based applications. 2. Collaborate with cross-functional teams to understand requirements, user stories, and acceptance criteria. 3. Create and execute test plans, test cases, and test scripts to verify software application func...

As an experienced tech B2B sales executive, you'll be focusing on generating leads and closing deals. Key Responsibilities: - Conducting market research to identify potential customers for Cloud, ERP/CRM and IT services - Generating leads through various channels. - Developing and maintaining a pipeline of prospects. - Working closely with the team to close deals. - Building and managing customer relationships and ensuring customer satisfaction. Skills and Experience: - Proven experience in B2B sales for Cloud, ERP/CRM and IT services - Strong understanding of the sales process. - Excellent communication and negotiation skills. - Ability to work towards targets and deadlines. - Preferably a mid-level professional with a track record of successful lead generation and de...

...Dashboards: Übersichten über Ticketvolumen, Bearbeitungszeiten, Lösungsquoten etc. zur Leistungsbewertung und Ressourcenplanung - Vorbereitung für PowerBI • Wissensdatenbank/Selbsthilfe-Optionen: Integration einer Wissensdatenbank zur Reduzierung der Ticketanzahl durch Selbsthilfe der Nutzer. • Integration in bestehende Systeme: Möglichkeit, das Ticket-System mit anderen Systemen (z.B. E-Mail, CRM, ERP) zu verbinden, um einen reibungslosen Informationsfluss zu gewährleisten - Ticket melden im PowerBI, Raumbuchungssystem und Servicedesk zb.... Zusätzliche Überlegungen • Benutzerfreundlichkeit: Eine intuitive und leicht zu bedienende Benutzeroberfläche. • Zugriffssteuerung: Rollenbasierte Zugriffssteuerung, um sic...

...soon. Currently, they have a website build in webflow, but as you now know I am building their new website in wordpress. I am using a theme which I am editing along to their wishes. Rick uploads a property (or lets call it a house) on Pararius CRM Office. Pararius is one of the biggest real estate websites in The Netherlands. Currently, when he uploads the properties on Pararius, the properties are also directly created on his current website. This should be the same function as for the new wordpress website. So when Rick uploads a property on Pararius CRM Office, it should also be posted on the new website. This should be listed in the way as it is currently shown on (ask for link) , so with a product card on the overview page and a detail page per property with the dyn...

...need a CRM system that is less complicated than the one at , but with a few additional features. The system should be compatible with both web and mobile. I want it to be built in , the no-code tool. Key Features: - Contact Management: The system should allow me to easily manage and store contact information. - Task and Activity Tracking: It should help me track tasks and activities related to each contact. - Email Integration: I want to be able to send and receive emails within the CRM. - Google Calendar Integration: It should have the ability to sync with Google Calendar. LinkedIn Integration: - I need the system to integrate with LinkedIn, specifically to fetch public profile data of people I am connected with on LinkedIn. Ideal Skills: - Experience in CRM d...

...WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and layout updates - Custom field and workflow creation - Third-party application in...

I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.

...developer to assist me with a project involving an abandon form solution that integrates with Zoho CRM. Key points: - The primary task is to integrate the abandon form solution with Zoho CRM - Specific requirements include abandoned form tracking, email notifications, and CRM record creation - Troubleshooting and fixing issues may be required - This project may also involve some work on CRM, including form to CRM integration and creating a fillable PDF form template from CRM data Ideal skills and experience: - Strong Zoho development experience, with a proven track record of successful CRM integrations - Proficient in developing abandon form solutions - Experience in working with form to CRM integration and creating fillable PDF...

...server. In order to be considered for this project the freelancer shall submit, in detail their proposed solution, including how they would deliver it, what they would require in order to get it done, data safety protocol, secure development, timeline, budget, ongoing/maintenance cost, training on system, rework/bug fixes. -Modules: I require the following modules to be incorporated: Sales and CRM, Accounting and Finance, Inventory and Warehouse Management, Project, Timesheets, Social Marketing, Customer portal, Documents, and Contracts -Design: I envision a clean and modern UI design for the community. The interface should be user-friendly, intuitive, and visually pleasing. -Customer Portal Integration: The customer portal must be smoothly integrated with the main website. ...

I'm in need of a professional website developer to create a website that will primarily serve as a platform to showcase my products and services. The site will consist of less than 10 pages. Key Points: - The main purpose of this website is to display and describe my products and services in an engaging and user-friendly manner. - I do not require integration with any CRM tools. - The site will have less than 10 pages, which is relatively simple in comparison to larger websites. Essential Skills: - Proficiency in web development - Experience in creating websites focused on showcasing products and services - Strong understanding of user experience and interface design This project is a great opportunity for a web developer looking to build a sleek and functional business ...

...notifications * User Management * Integrate with Azure Active Directory for user authentication and authorization * Manage user roles and permissions Cloud Component: Prep Material Service * Prep Material Generation * Generate prep material for calendar events and appointments * Use Azure Cognitive Services for NLP and machine learning * Integration * Integrate with Dynamics CRM, Power BI, and SharePoint * Retrieve relevant data and insights * Prep Material Delivery * Deliver prep material to users * Use Azure Storage or Microsoft SQL Server for storage Cloud Component: Notification Service * Notification Processing * Process notifications for calendar events and appointments * Extract relevant information (e.g., attendees, location, time) ...