How to create crm websiteงาน
...relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, and lead management - Strong communication skills t...
...Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will...
I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.
...skilled sales and client service specialist to assist in improving our lead generation and customer relationship management processes. Currently, we generate leads through cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to ...
I'm seeking an experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website i...
I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.
I am seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workflow automation is key for this project.
I'm in need of a competent virtual assistant for my growing mobile car wash business to help systematize my leads' pool. Your main responsibility will be to sort through different leads that come via phone call,text,email. screening out those who've explicitly stated they dont have the budget in our services. these leads are all warm and already interested in our business we just need them to book our services, and for you follow up until they book. In addition to this, you'll be tasked with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting thro...
I am seeking a seasoned salesperson with a strong background in CRM software, particularly those that are used for customer service functions. Your main responsibilities will be selling our CRM software to large corporations. Requirements: - Extensive experience in CRM software sales. - Deep understanding of customer service-oriented CRM tools. - Proven record of selling software to large corporations. Those who can demonstrate a solid track record of high value sales within this specific arena will be highly considered. This role requires an assertive, professional, and dynamic individual who is driven by beating sales targets. Your passion for customer service technology should shine through and inspire potential clients.
I'm seeking a skilled freelancer to analyze data provided. I can provide an excel file which will have -Customer -Invoice Number -Date -Product Details -Quantity -Unit Price -Purchase Amount I have this data for last two years in monthly files. We want to observe the trends in sales, most selling product, most profitable product, least profitable product etc. We want to see the customers trends and see which customers are buying less and vice versa. Please recommend technology we are open to feedback. Along with this i will like another separate file for another user who will look after the Customer Service and sales side of the business. I would like this second file to extract selective data from the master file and propmt the user to...
Create 3 videos for Rosemira Organics Skincare line meant for showcasing on TikTok. Website rosemira.com. If you need source images or products to use we can talk : ) Woman-owned business. Price negotiable! Need a model displaying the effectiveness of our organic skincare. There are products available for women and men. These are products for moisturizing dry skin, calming rosacea, sensitive skin, eczema, sun protection, wrinkle prevention, anti-aging, lip balms for dry lips, collagen healing aloe vera.
I'm looking for a Zoho ex...streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving skills Your assistance will significantly help me to better manage inventory, streamli...
I'm looking for a skilled CRM developer who can make some strategic adjustments to our CRM system. The goal is to enhance the platform with new features, optimize existing ones, and refine the user interface. Key Tasks: - Add new features: The new functionalities we're looking to introduce revolve around advanced reporting and analytics, and task automation. - Improve existing features: Your expertise in CRM development will be pivotal in refining the current features to make them more efficient and user-friendly. - Customization of user interface: A customized user interface is essential for a better user experience. The ideal candidate should have: - Proven experience in CRM development - Proficiency in integrating third...
I'm looking for a developer who can replicate a person based on gpt. The functions I want are as follows. Development environment: Python 1. When I put in a YouTube link, I create a gpt model that has the person's personality, tone, and knowledge. 2. The model made in No. 1 and the app that can chat using gpt api (this is already made with flutter). What I want is to develop No. 1 into Python. If I have to use llm other than gpt, it doesn't matter if I can just get an answer with api. If I can't completely replicate a person with YouTube link alone, I welcome anyone who has other options. The key is to create a chatbot that has the way a particular person speaks, personality, and knowledge. An example is caryn ai on the market.
For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for det...
...developer to build a website for , a company specializing in property and business loans overseas. The website should support multiple languages and feature a multi-currency loan calculator, secure loan application processing, and user account management. Objectives: Develop a clean, professional-looking website using WordPress. Include key functionalities such as a loan calculator, multi-language support, secure application forms, and customer login areas. Required Features: Multi-currency loan calculator Secure application processing User registration and management Responsive design for all devices SEO-friendly structure Skills Required: Proficient in WordPress, PHP, HTML, CSS, and JavaScript Experience with financial services websites is a plus Abilit...
I'm in need of a CV expert who can assist in both the formatting and design, as well as content improvement of a completely new CV from scratch. This new CV should be specifically tailored to highlight my skills and experience for management roles. Key aspects I am looking for are: - A clear, professional layout that meets standard formatting expectations for management roles. - Strong, compelling content that effectively showcases my achievements and capabilities. Content should be powerful yet succinct. - Solid understanding of what hiring managers in the management sector are looking for in potential candidates. In an ideal world, the freelancer should have strong experience in developing CVs for clients targeting management roles. A proven track record in creating succe...
Create LSTM model in python to predict price for six month in the future.
For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for det...
We are looking for someone to take a T-Shirt mockup from a supplier and make a Photoshop action the shirt transparent so it can be used in an online customiser with the background colour set. This should retain highlights and shadows, and work correctly to show the correct colour through when any colour is set as the background. You can see an example of how this should work in the attached files (we have original and completed files). Any queries please ask.
I'm in the market for an experienced frontend developer, particularly in and MUI. The main task at hand is to create a Minimum Viable Product (MVP) for our project. This MVP will consist of a few key features: - User Registration and Login: This is an essential component for our MVP, requiring a smooth and secure experience for our users. - Dashboard with Data Visualization: The MVP will include a dashboard feature that effectively visualizes data. - Integration with External APIs: The MVP will need to integrate with external APIs for several purposes: - Fetching Real-Time Data for Dashboards: The application should be able to update in real-time using data from external sources. - User Authentication and Management: Secure management of user data and...
We are looking for a talented copywriter to create catchy and engaging slogans for our social media advertising campaigns. As a copywriter, you will be responsible for developing creative and compelling content that captures our brand's voice and resonates with our target audience. Your slogans will be used across various social media platforms to promote our products and services. Responsibilities: - Brainstorm and develop unique slogans for social media advertising - Collaborate with the marketing team to understand brand guidelines and target audience - Conduct market research to identify trends and competitor strategies - Ensure slogans are concise, persuasive, and aligned with brand messaging - Revise and refine slogans based on fe...
...expected to own building the sales pipeline through inbound & outbound channels to support the revenue goals of the business. Services: HR Consulting & Advisory & ERP implementation Key Responsibilities: - Prospecting & Lead Generation: Conduct outbound & inbound prospecting activities such as cold calling, email campaigns, and social selling to identify and engage with potential customers. - Lead Qualification: Conduct thorough research to gather information about prospects and understand their pain points. - Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs to position Transitials’ services...
I'm seeking a ...creating an intuitive, user-friendly business management software that incorporates both customer relationship management (CRM) and robust detailing of accounting and finance features. Key Requirements: - Expertise in web development, specifically for business applications. - Awareness of CRM features and capabilities. - Proficiency in designing and integrating accounting and finance capabilities. - Excellent usability design skills to ensure the software is easy to navigate. This job requires a developer who has experience in crafting comparable software and a keen understanding of business management functions. The successful candidate will combine these skills to produce a software that enhances operational efficiency and suppo...
...Inventory Management, CRM, and Website Builder. The upshot of this project is aimed at: - Streamlining accounting processes: I expect stride in the management and oversight of financial operations. - Improving inventory management efficiency: I'm seeking enhanced visibility and control over stock levels and order fulfillment. - Enhancing customer relationship management: I need solutions to better manage and analyze customer interactions and data. - Creating a professional website: I require a robust online presence to represent my business professionally. Ideal candidates should possess prolific knowledge, and have substantial experience in Odoo. They should also be proficient in interacting with different modules and providing complete solut...
Tengo trabajo constante relacionado con proyectos anteriores '3D Designer to Create Realistic Statue from Photos'
...skilled freelancers who can assist me with a Business-to-Business (B2B) outbound sales calling project. The primary aim of this task is to generate sales leads and ultimately convert them into sales. Key Responsibilities: - Conducting outbound sales calls to businesses - Engaging potential clients in a professional and persuasive manner - Building and maintaining rapport with prospects - Identifying and qualifying sales leads - Following sales scripts and pitch guidelines Key Requirements: - Proven experience in outbound sales calling, especially in a B2B context - Strong communication and negotiation skills - Ability to handle objections and rejections tactfully - Persistence and resilience in a sales-driven environment - Familiarity with CRM softwa...
Video editing skill should be excellent and I want the ad a little creative
...requirements and conditions and once I start the trial, people are failing to perform. Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, w...
Create Webflow member stack and clean up Webflow pages. Must have access to freelancer workspace to gain access to the project. Looking for someone more skilled in the dev space with light UI designer experience. Hoping to integrate email reminders for members as well. Need light consulting on the process. If you know about this lets connect.
...targeting, ad design, and budget optimization. - CRM and Funnel System: Capable of creating and implementing a comprehensive CRM system along with a funnel system. The provider should be able to manage leads effectively and increase customer conversions. - Emailing & Appointment Scheduling: Experienced in setting up and managing email campaigns and online appointment scheduling. The provider should be able to design engaging email content and optimize scheduling for user convenience. - Payment Processing: Skilled in setting up secure and user-friendly payment processing systems. Familiarity with various payment gateways and compliance standards is crucial. - SEO: Proficient in search engine optimization techniques. The provider should be able to im...
...requirements and conditions and once I start the trial, people are failing to perform. Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, w...
We are in need of a skilled freelancer experienced in Method CRM to help optimize its usage for our business. Key aspects of the project include: - Customization: Tailoring the system to suit our specific business requirements, including the automation of certain processes and the addition of specific fields. - Integration: Ensuring seamless integration of our existing systems with Method CRM. This may include email marketing platforms or other software we utilize. We're looking for someone who's proficient in Method CRM and has a proven track record of customizing and integrating similar systems for businesses. Your understanding of CRM best practices and ability to adapt systems to meet unique business needs will be hi...
I have Excel sheet in the are all products add...word file in which I will add that specific category and you have to take out the data from sheet and create the image in Photoshop. I will also give you product images with it's specific name. You have to only remove background and add text and image according to the data. The person must have latest Photoshop and have to create one sample image. You have to leave the space also for the main video and have to choose a shape or space according to the data Here are the links to sample: My budget is Rs.50 per image. There are 10-11 images which you have to create and I need it by today. This will be regular work per week to create 10-1...
I want a individual, to tell me how feasible it is, to copy this extension, We take inspiration from this extension and get something similar up, in the shopify app store, of course you need to ensure it is not a dumb copy, to avoid copyrights, make some tweaks etc In your proposal I expected, to have a plan included, how long it will take, any suggestions, and if you have done something similar before, if you have created extensions, share the link. Please include Hello world to the top of proposal.
I want a individual, to tell me how feasible it is, to copy this extension, We take inspiration from this extension and get something similar up, in the shopify app store, of course you need to ensure it is not a dumb copy, to avoid copyrights, make some tweaks etc In your proposal I expected, to have a plan included, how long it will take, any suggestions, and if you have done something similar before, if you have created extensions, share the link. Please include Hello world to the top of proposal.
We are developing a cutting-edge, modular, and cloud-based CRM and ERP system designed specifically for startups and small to medium-sized enterprises (SMEs). This all-in-one solution will streamline essential business functions, including finance management, sales management, marketing management, human resources management, inventory and supply chain management, project management, and tech support management. Key Features: 1. Modular architecture: Users can customize the system by selecting the modules they require, enabling easy scalability and cost-efficiency. 2. Seamless integrations: The system will integrate with popular business tools and platforms, ensuring a seamless workflow and data synchronization. 3. Intuitive interface: The user-friendly interface and respon...
I run an ecomm store and I'd like to include a "Cost Per Wear" section on each product page so that the user can understand the product cost for various wears. Ex: a $100 item Cost per wear: 3: wears: $33 15 wears: $6.66 50 wears: $2 The price could be a sliding scale and would need to adjust automatically based on the product price. See the photo attached to better illustrate the vision.
Logo Brief: Urban Social House Overview: We are seeking a logo design for "Urban Social House," a small bites, heavy hors d'oeuvres, charcuterie boards restaurant, and craft cocktail lounge located in a renovated historical house in a revitalized downtown setting. The establishment features an open-concept contemporary design and caters to an upscale clientele. Design Requirements: The logo should include both a word mark ("Urban Social House") and a monogram emblem utilizing the initials "USH" which can stand alone for various marketing purposes. The primary signage will be a hanging di-bond sign with a raised logo, so the design should be suitable for this application. (see attached) Colors should complement the style and ambiance of the busin...
...consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis. If you are proficient in ZOHO...
...of a skilled app developer to create a bespoke CRM mobile software that's user-friendly and appealing. This app will allow users to send/receive messages, add notes, and monitor progress of their cases or services. Key Features Include: - Real-time messaging: Let users engage with each other instantly. - File attachment: Incorporating a feature to allow file sharing. - Push notifications: To keep users updated. Moreover, the application will include a Subscription Services feature for monthly recurring payments. Lastly, it will need a Referral Tracking feature. The tracking should be capable of determining the source of each referral. The ultimate developer for this project will possess strong experience in IOS and Android app developm...
...experienced in .NET Core and Umbraco to make modifications to an existing Umbraco project. The main focus will be on changing the CSS and the Free Trial form, which needs to be integrated with a CRM system. Key Requirements: - Proficiency in .NET Core and Umbraco - Skilled in CSS customization - Experience with CRM integrations - Understanding of user authentication in Umbraco The main tasks include: - CSS changes to improve the overall look and feel of the site - Customizing the Free Trial form, particularly: • Layout and design adjustments • Integration with a CRM system for effective lead management Your expertise in Umbraco components, particularly in navigation menus, contact forms, and image carousels, will be benef...
We are looking for a talented copywriter to create catchy and engaging slogans for our social media advertising campaigns. As a copywriter, you will be responsible for developing creative and compelling content that captures our brand's voice and resonates with our target audience. Your slogans will be used across various social media platforms to promote our products and services. Responsibilities: - Brainstorm and develop unique slogans for social media advertising - Collaborate with the marketing team to understand brand guidelines and target audience - Conduct market research to identify trends and competitor strategies - Ensure slogans are concise, persuasive, and aligned with brand messaging - Revise and refine slogans based on fe...
...skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. The freelancer needs to create content and make changes according to the agency's () requirements in the different tabs and menus of the CRM system. The freelancer will also need to update the same content in the actual CRM system. Additionally, the freelancer must send a complete file containing all the content created for the project separately, including demo proposa...
I'm in need of a professional to help populate my BIGIN CRM with contact information from an Excel file. The task will involve: - Transferring data from Columns A, B, C of my Excel file to BIGIN CRM. - Achieving appropriate data segregation based on geographic location within the CRM. This task will require a keen attention to detail and strong experience in and BIGIN CRM and integrate emails to Outlook. A solid understanding and experience in data segregation & bIGIN PLATFORM is also key for successful delivery of this project. The aim is to streamline my contacts for easier management. Your keen knowledge of geography and ability to dissect contact data is highly needed.
I'm in need of a skilled video editor to create engaging Facebook ads out of raw footage that we provide. Each ad should be approximately 15-30 seconds long and should have a fast-paced, energetic style social media reels style. Key Responsibilities: - Edit raw video materials into 15-30 second Facebook ads - Ensure the ad has a fast-paced, energetic style - Incorporate a voice-over into the video, captions... -creativity Ideal Skills and Experience: - Proven experience in video editing for social media platforms - Proficient in creating videos with a fast-paced, energetic style - Ability to include a voice-over in the video, captions, animations... - Creative mindset and strong attention to detail If you are a video editor with a keen eye for creating h...
...industry, seeking a highly capable Virtual Assistant to support my diverse range of tasks, including managing communications, project schedules, and extensive online research. This role is ideal for individuals who are familiar with the tech industry and are proficient in using advanced digital tools. Key Responsibilities: Email and Communication Management: You will be responsible for managing my email inbox, ensuring that all communications are responded to promptly and that key messages are organized and accessible. Experience in professional communication management is highly valued. Calendar and Schedule Management: The assistant will need to maintain and manage my calendar meticulously, scheduling meetings, reminders, and deadlines to ensure smooth o...
...industry, seeking a highly capable Virtual Assistant to support my diverse range of tasks, including managing communications, project schedules, and extensive online research. This role is ideal for individuals who are familiar with the tech industry and are proficient in using advanced digital tools. Key Responsibilities: Email and Communication Management: You will be responsible for managing my email inbox, ensuring that all communications are responded to promptly and that key messages are organized and accessible. Experience in professional communication management is highly valued. Calendar and Schedule Management: The assistant will need to maintain and manage my calendar meticulously, scheduling meetings, reminders, and deadlines to ensure smooth o...
If you are bidding on this project you will need to register at and watch our presentation so that you can understand the full scope of our project. Inside the presentation there is an animated segment on our marketing video that you must pay special attention to. Please mention the name of the main character in the explainer video so I know you watched it. Bids that failure to register and mention the character’s name will receive no reply. I am looking to build an automotive marketplace app that will have a range of features to make it user-friendly for both buyers and sellers. Key Features: - User registration and login, Search functionality, Listing creation and management - 24-7 Ai agents support, API integrations from multiple servi...
