1、建立客户派单CRM系统，通过CRM系统录入后的客户，派单后进入到公海池。（提前预埋出接口，方便用户注册，前期我们用CRM系统帮用户注册） 2、软件接到订单后，进行派单逻辑，正常派单逻辑库：录入的要灵活（有数据源回传的地方的按钮都要做出来），可以随时抽调我们软件内部的数据，最终得到一个分值会进行优先派单，其次派单，最后派单，拒绝派单。 3、工作结果反馈（图片、视频、文本），并提交推送至二级审核，二级审核确认无问题则提交给用户查看。 4、流单后，公海池随意抢单 5、客户提示前面的排队人数显示。 6、用户的评分体系。 开发原则： 1.功能模块化 2.可扩展性 3.参数化 4.用户界面友好 5.条件逻辑 开发用java或PHP，后期能长期合作者最佳,整体开发类型有对标。欢迎找我拿详细需求
多供应商多用户AI名片智能CRM企业营销管理系统，开发需求 前端包含：数字名片、发现（视频、社区、店铺街、直播）、人脉圈（人脉市集、供需共享、智能招聘中心）、AI多供应商商城、AI企业官网 后端包含：智能CRM管理、chatGTP智能客服管理、AI营销互动管理、名片后台管理、AI智能营销管理、企业管理 用户端包含：微信小程序、企业微信小程序、钉钉、抖音
现有的CRM系统是使用HTML+PHP方式开发，前台主要框架angular.js，后台主要框架是Propel、slim等。 要做一些页面的修改和工单流程的修改。
嗨，希望你做得好！ 我们正在寻找一位亲自动手的SAP专业人士，他们可以在6月的第一周在我们的大连办事处工作，以满足紧急任务。我们愿意就费率进行讨论。以下是简要的技能要求 - 至少10年的SAP功能/技术实践经验，包括实施/配置，推广和支持项目。 优秀的书面和口头普通话沟通技巧。 了解当前的趋势，特别是在SAP领域。 业务流程分析技巧 在全球IT支持和实施环境中工作的经验。
公司长期招聘财务岗位的自由职业者，根据实际工作需求可兼职也可全职 熟练掌握SAP 或 Oracle等国内外知名ERP系统，以及国内的税务相关系统 工作性质和环境以外资企业为主，合规及管理流程规范 希望有兴趣的应聘者与我们创建合作 需求岗位： & 总账会计 & 应收账款往来会计 & 应付账款往来会计 Supervisor & 税务专员 & 出纳
我需要ERP软件供应商如Microsoft Dynamics，SAP Business One，Netsuite，Acumatica，Epicor和Infor在中国的所有合作伙伴的excel报告。 我需要excel报告包含以下信息： - 公司名 - 地址 - 网址 - 与其合作的供应商（每个竞争对手的单独列）。 一些公司可能与多个供应商合作 - 每个供应商的合作层级或级别。 - 姓名，电子邮件地址和Linkedin公司首席执行官/创始人/董事总经理从每个合作伙伴。 我只是一个名字。
我需要ERP软件供应商如Microsoft Dynamics，SAP Business One，Netsuite，Acumatica，Epicor和Infor在中国的所有合作伙伴的excel报告。 我需要excel报告包含以下信息： - 公司名 - 地址 - 网址 - 与其合作的供应商（每个竞争对手的单独列）。 一些公司可能与多个供应商合作 - 每个供应商的合作层级或级别。 - 姓名，电子邮件地址和Linkedin公司首席执行官/创始人/董事总经理从每个合作伙伴。 我只是一个名字。
网站用途：旅游行业网站，提供线路查询预订、酒店预订、伴游信息查询等服务。 开发语言：php 旅游网站+付费系统+CMS 网站所需功能： 用户注册 生成用户账号 支持社交网站(Facebook/Twitter)登录 在线支付 用户发表评论及反馈 用户可填写表格 用户论坛 多语言 全站搜索 用户博客/空间 购物车，订单管理，后台管理系统，会员中心，店铺，订单管理 ，客户管理（CRM），售后跟踪、搜索引擎优化（SEO）
在现有的主流微分销商城系统上做二次开发，针对客户管理、实体店铺、自媒体功能模块的开发，以及前端ui的视觉和交互的重构。 需要团队来完成，包括ui视觉、ui交互、小型进销存和商城的api对接、实体店铺佣金和调货的程序开发、自媒体功能与主流sns的api对接。
食品盒存储管理 (IOS & Android) 1. 首次安装及打开APPS会要求用户注册或登入. 1.1. 用我司CRM API 2. APPS布局 2.1. APPS上面有主TOOLBAR(Home icon, Apps name, Search icon) 2.2. APPS主题Storage icon, Chart icon, Buying task icon, Setting icon 2.3. APPS左侧有滑出食物种类菜单 2.3.1. 大约2/7屏幕宽度, 颜色方块显示 2.3.2. 方块中上行大字显示该种类已存数量 2.3.3. 方块中下行小字显示该种类名称 2.3.4. 可自定颜色及增加食物种类 2.4. Storage 2.4.1. 左面食物种类菜单自动出现 2.4.2. 扫描我司食物盒上QRCODE(‘FS’+18位流水号)及扫描外购回来食物上BARCODE. 2.4.3. 用我司的API可查食物盒大小及颜色. 2.4.4. 用UPC API查出食物名称及细节. 如找不到就提示要用户输入. 2.4.5. 区块显示食物盒颜色大小及食物名称 2.4.6. 用户自己输入EXPIRE DAY. 2.4.7. 用户把该区块拖拉到左面的种类方块存入该种类. (该种类已存数量加1) 2.4.8. 单按种类方块可显示该种类存入名称, 日期及过期日等明细 2.4.9. 点明细可修改/删除, 或加入Buying Task 2.5. Chart 2.5.1. BarChart及PieChart图显示已存食物种类分布 (可选按年, 月, 全期) 2.6. Buying Task (购买任务） 2.6.1. 从2.4.9.加入 2.6.2. 显示要购买东西清单(名称及checkbo...
食品盒存储管理 (IOS & Android) 1. 首次安装及打开APPS会要求用户注册或登入. 1.1. 用我司CRM API 2. APPS布局 2.1. APPS上面有主TOOLBAR(Home icon, Apps name, Search icon) 2.2. APPS主题Storage icon, Chart icon, Buying task icon, Setting icon 2.3. APPS左侧有滑出食物种类菜单 2.3.1. 大约2/7屏幕宽度, 颜色方块显示 2.3.2. 方块中上行大字显示该种类已存数量 2.3.3. 方块中下行小字显示该种类名称 2.3.4. 可自定颜色及增加食物种类 2.4. Storage 2.4.1. 左面食物种类菜单自动出现 2.4.2. 扫描我司食物盒上QRCODE(‘FS’+18位流水号)及扫描外购回来食物上BARCODE. 2.4.3. 用我司的API可查食物盒大小及颜色. 2.4.4. 用UPC API查出食物名称及细节. 如找不到就提示要用户输入. 2.4.5. 区块显示食物盒颜色大小及食物名称 2.4.6. 用户自己输入EXPIRE DAY. 2.4.7. 用户把该区块拖拉到左面的种类方块存入该种类. (该种类已存数量加1) 2.4.8. 单按种类方块可显示该种类存入名称, 日期及过期日等明细 2.4.9. 点明细可修改/删除, 或加入Buying Task 2.5. Chart 2.5.1. BarChart及PieChart图显示已存食物种类分布 (可选按年, 月, 全期) 2.6. Buying Task (购买任务） 2.6.1. 从2.4.9.加入 2.6.2. 显示要购买东西清单(名称及checkbo...
创建网站 企业门户型网站 包含尽可能完备的功能点 JSP开发三层架构， 数据库使用mysql 应用服务器与数据库需要热备。 企业功能如CRM，EMAIL都需要考虑
有完整的产品需求文档和产品交互文档，以及全部前端psd文件，需要你这边使用apicloud开发（如果有更好的也可以，中国打开速度快）,同时通过JSON集成一个远程的CRM提供的会员数据。 app 部分功能和交互参考： ，有拖拽服务项目到清单功能和拖动调整预约日程管理两个技术细节。
在Wordpress The7模板基础下完成下述要求. 修改一些商城界面和功能. 需求详情: 按产品分类和目录美化产品介绍(约20件商品).(50%) 制作滑动方式拖动物品属性并且变化价格的功能与界面.(25%) 增加一个在线支持的模块.(10%) 增加一个CRM的模块.(15%) 如有兴趣请加 [Removed by Freelancer.com Admin]
修复现有的系统Bug，调整业务逻辑，开发新功能。 现有一个基于的CRM系统，存在部分Bug需要修复，个别功能调整以及新需求开发
...This bot will encompass key functionalities including automated responses, user data collection, and the facilitation of products or services sales. Key bot functionalities will include: - Responding to Frequently Asked Questions (FAQs). - Sending appointment reminders. - Advising on account statuses and dues paid. - Send chat to a operator - Receive info from Sugar Comunity Edition and Sap B1 and send to the customer The perfect candidate for this project will have: - Proven experience in chatbot development. - Deep understanding of WhatsApp API. - Experience with user data collection techniques. - An eye for detail and problem-solving skills. - Excellent communication skills. Please provide past work samples related to WhatsApp bot development in your b...
I need a professional to set up the WooCommerce Zapier plugin for me. The tasks include: - Configuring plugin settings - Creating Zapier workflows for automated tasks - Mapping data between Woocommerce and other apps - E...tasks - Mapping data between Woocommerce and other apps - Ensuring customer details remain in the database on my site In addition, I require assistance in transferring the WooCommerce account ownership on my site to a new WooCommerce account. Ideal Skills: - Proficient in Woocommerce and the Zapier plugin - Experience in setting up automation workflows - Familiarity with CRM and email marketing platforms such as HubSpot CRM, Salesforce, and Mailchimp - Skilled in account management and data migration Please bid if you're confident in completing th...
I'm in search of a proficient Sales development professional with a proven track record in Cold emailing and outbound campaigns. We are a remote bookkeeping firm targeting small business owners and CPA firms in the US We're looking for a superstar for Business Development and Linkedin outreach. You must be based in US. The job will consist of: - Reachin...generation. - Proficient in creating and managing outbound campaigns. - Proven track record in generating leads. - Deep understanding of B2B targeting. The ideal candidate should possess: - Strong communication and interpersonal skills. - A good understanding of Small Business landscape. - Ability to work autonomously to deadlines. - Strong analytical and problem-solving skills. - Familiarity with CRM software and le...
I'm looking to create a custom CRM platform that leverages NFC card technology, and an accompanying iOS app. Here's a breakdown of the project's key components: - **NFC Card Interface Features:** - Payment Processing: Users should be able to make purchases directly through the interface - Access Control: Secure access to certain information or features based on user roles - Loyalty Program Management: Implement a loyalty program to incentivize user engagement - User Portfolio: Users should be able to customize their interface with links, contact information, and product displays - **iOS App Development:** I need an iOS app to complement the NFC interface and provide a seamless user experience across different platforms. Ideal candidates for this p...
...a custom CRM system in Excel for my business. Key requirements: - Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales. - Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities. Additional details: - The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate. - No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM. Ideal skills and experience for this job would include: - Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data. - Previous experience in...
I want to set up an online shop on my website and have it connected to Fresha CRM, the system I currently use. This shop should have a sophisticated design that complements my brand image. Key Requirements: - Development of a product catalog with detailed descriptions and prices - Inclusion of a shopping cart and a seamless checkout experience - Integration of online ordering and payment functionalities - Payment gateway setup to accommodate credit card and bank transfer options - Customization to align with an elegant and sophisticated design style Ideal Skills and Experience: - Proficiency in e-commerce development and CRM integration - Strong portfolio of elegant and sophisticated web design projects - Previous experience with integrating payment gateways - Excellent un...
I am seeking a talented website developer to construct a formal, corporate-style ecommerce platform for my business. This high-quality site should be designed with the following features: - User registration and login capability - Product search a...the site, there would have to be membership levels, the site would sell merchandice and on-line coureses also charge for consultation on a timed basis. there would have to be upload and download capability for documents and images. it would be good if we could post to the social media account from the site. there would have to be a messaging system throughout the site (google workspace). Also a CRM as many messages to the site will be inbound leads. There can be other suggestions for development. scalablity, desktop, phone and tablet ...
I need a fully bilingual professional (I will interview in English) to do some tasks for my agency such as: PR Outreach Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Wordpress And others You must be a fast learner, attentive, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes. This job will start part-time as a test period, after that it will be full-time. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD Results bonus: 50 USD If your work complies with my quality requirements and you give more than asked, you’ll get performance and results bonuses each month. After a two-month...
...credit and sending payment reminders. - Finance Management: Tracking income and generating financial reports. - CRM: To maintain good relationships with our customers. - E-commerce Integration: Development of a functional e-commerce website and application. - POS: A point of sale system for store transactions. - WhatsApp Features: Integrating WhatsApp for customer communication. - Reminder and Offers: Sending reminders and offers to customers. - Mobile Application: Developing a mobile application for store management and billing. The ideal candidate should have experience in: - ERP system development. - E-commerce software development. - Creating mobile applications. - Working with CRM, Credit, and Finance Management systems. - Integrating WhatsApp features into applicati...
Pricing is flexible! I am looking for an experienced designer who can transform my traditional CV into a visually engaging and professional infographic. The primary aim of this project is to present my credentials in a unique and visually appealing way, making it stand out from the usual CVs. Key Requirements: - The target audience for this infographic is industry professionals. So, the design should be sleek, modern and suitable for a professional audience. - The infographic should cover my education, work experience, skills and achievements in a clear and concise manner. - It should also have a cover page with text and my project history, giving a comprehensive overview of my professional journey. - Outcome should be also available in PDF for easy submission and printing - It may be i...
...This system will need to be compatible with both Windows and Mac operating systems. Key Features: - Inventory Management: A robust tool to manage my stock of jewellery items, including tracking and updating inventory levels in real-time. - Sales and Order Management: A seamless system to handle the processing of orders and managing sales records effortlessly. - Customer Relationship Management (CRM): A centralized platform to store and manage customer information, with a focus on providing personalized and exceptional customer service. - POS & Credit Management: An integrated point of sale system that also incorporates credit management functionalities. - Finance Management: A module dedicated to tracking financial transactions, generating reports, and managing financial rec...
I am looking for a skilled freelancer to effectively integrate Zoho CRM and Zoho Campaigns to enhance the functionality of our sales team. **Key Responsibilities** - Successfully integrate Zoho CRM with Zoho Marketing Campaigns - Ensure all features are functional and optimized for our sales team - Troubleshoot any issues during the integration process **Application Requirements** - In your application, provide a detailed proposal outlining your method for this project. This should include your process and estimated timeline for completion. **Ideal Candidate** - Extensive experience with Zoho CRM and Zoho Marketing Campaigns (eblast, google ads, etc) required - Previous successful integrations of these software would be advantageous
...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...
We need a dedicated customer support telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires:...telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires: - A proven track record in customer support roles, ideally over the phone - Confidence and skill in handling all types of customer queries - Knowledge of CRM tools - Exceptional communication and problem-solving abilities - Experience with service-centric businesses...
...for a skilled content creator to develop a well-articulated white paper centered on SAP digital transformation in the technology sector. This paper should be designed as a compelling pitch for our potential customers. Specifics: - Thorough investigation and presentation of SAP digital transformation in the technology sphere. - Firm comprehension of the impact of SAP digital on operational efficiency, customer experience and profitability, with crisp elucidation in the white paper. - A project objective is crafting a robust marketing pitch for our potential clients, hence the white paper should be persuasive yet informative. Ideal Skills: - Extensive knowledge and experience in technology field, particularly SAP digital transformation. - Stellar research and...
WhatsApp CRM with Scheduling & Workflows I'm looking to create a WhatsApp CRM that incorporates a variety of features to improve our customer relations and team management. Key Features: - Scheduling Surveys: The system should support date availability checks, scheduling and booking confirmation via WhatsApp to our staff. Their responses should organise them into yes and no groups. This will help us automate repetitive tasks and sharing of information to groups of people. - CRM Management: I am an agent to film ans supply extras for background. This requires searching for certain character features of our staff. For example brown hair, 5"4 female. of male 6'2 blonde. I then send a availability check to work on certain dates and if they agree i send...
I am in immediate need of a proficient UI/UX designer to help out our current fresher designer. We are looking for someone with experience in CRM designs. To meet my demands: 1. **Deep experience and skills in UI/UX Designing** is needed - compound with a creative eye for design, and an understanding of user engagement preferences. 2. **Superb with Figma** - having solid knowledge in Figma will be an added requiredto create visually appealing interfaces. 3. **Problem-solving skills** - a knack for understanding bottlenecks and creating suitable design solutions for UI/UX problems. 4. At least 3 years of design experience required. 5. Fluency in English is required. We need someone that can work about 20 hours per week available at least bewteen 13-18 IST. We need someone that ca...
PLEASE STOP SUBMITTING PLACEHOLDERS AND CONTACT US FORM, READ THE INSTRUCTIONS. IF YOU ARE NOT ABLE TO UNDERSTAND THE REQUIREMENTS, JUST DON'T SUBMIT ANYTHING. Screenshots; Company info, services and playground are few sections of the form - this is the form we need Sample and Sample Form just sample of current contact us for as a reference to the colors and design, should be blue and white...same of the bot configuration form. The form is a single HTML file and should remain like that. You must keep it clean and modern, you can look at our website and the contact us form (see screenshots attached). If you will provide design we like and have the right skills, you will be awarded the project, access will be provided to finalize the design. This form will be used as an iFrame in ...
Odoo expert needed Key responsibilities: - Establishing an effective CRM system that is tailored to my retail business needs. - Implementing a robust POS system that can efficiently manage sales, track performance, and generate reports. - Designing an inventory management system that optimizes stock levels and tracks movement. - Creating a customer management system that facilitates targeted marketing and customer relationship building. The platform for all these systems should be on-premises. Hence, the ideal candidate should be proficient with setting up on-premises solutions. If you have experience in a similar retail setup and can provide references, it would be a plus. Please bid only if you have prior experience in setting up these systems in a retail environment.
More details: What level of customization would you like to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Busine...to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Business Which of the following authentication systems do you want to be implemented in your saas software? Email/password-based Modules that needs to be developed: Website Builder - Websites can be created in 1 click based on the type of the businesses 2. CRM - Where the users can keep a track of all the customers at 1 place. 3. Ai Assistant 4. AI Blog Builder Note: For more details go through the attached doc for full feature and functionality...
I'm looking for an experienced HR recruiter to overhaul and optimize my CV to ensure it seamlessly aligns with ATS, specifically SAP and Oracle systems. Your expertise will help me compose a CV that not just passes the ATS challenges, but also makes a compelling read for hiring managers. Requirements: - Demonstrated success enhancing CVs for HR individuals. - Know-how of SAP and Oracle ATS systems. - A knack for capturing and highlighting essential HR competencies. What you should focus on: - Human Resources experience. - Developing an engaging resume, compatible with ATS systems. Why you should apply: This is a great chance to apply your expertise in CV writing to help me level up my career. Show me your skills with real-life examples where your previous...
...communication and negotiation skills. - Ability to work independently and manage multiple tasks effectively. - Proven track record of meeting and exceeding sales targets. - Self-motivated and result-oriented. - Flexibility to work on a commission-based or freelance basis. **Preferred Qualifications:** - Bachelor's degree in Business Administration, Marketing, or related field. - Experience with CRM software for managing sales processes. - Knowledge of different sales techniques and strategies. - Ability to adapt to a fast-paced and dynamic work environment. **Benefits:** - Flexible work schedule. - Opportunity for unlimited earning potential based on sales performance. - Chance to work with a dynamic team and innovative software solutions. - Room for growth and advancement...
...need help with a few tasks related to my WordPress site. - Customizing the Jetpack CRM plugin: I need assistance in making the plugin more tailored to my specific requirements. - Transactions duplication: I am looking for an expert who can duplicate the 'Transactions' section of the CRM. This new section should be identical to the original in terms of functionality, but with a different name - "serial numbers". - Client portal enhancement: I want to add an extra tab to the client portal. This tab should contain the newly created "serial numbers" section. Ideal Skills and Experience: - Proficiency in WordPress and experience working with the Jetpack CRM plugin - Strong understanding of WooCommerce and CRM systems - Custom deve...
I'm looking for a versatile web developer to craft a robust, user-friendly website for my business. The primary objective is to enhance the customer experience through a streamlined product life cycle management and CRM system. Key Features: - Seamless Customer Registration and Login: A simple, secure, and efficient method for customers to sign up and log in. - Intuitive Product Catalog and Description: A well-organized and informative product catalog that displays detailed descriptions to help customers make informed purchase decisions. - Comprehensive Order Tracking and History: A user-friendly interface that allows customers to easily track their orders and view their order history. Design Preferences: - Minimalistic and Clean: I aim for a design that is clean, clutter-fre...
...interactions and progress in our CRM system. -Provide regular updates on outreach activities and progress to the management team. -Continuously learn about our industry, products, and competitors to enhance sales pitches and approaches. Requirements:- -We prioritize hiring Indian candidates for this job position. -Proven experience in sales, business development, or a related field. -Strong communication and interpersonal skills, with the ability to build rapport quickly. -Excellent negotiation and persuasion abilities. -Self-motivated and results-oriented, with a proactive approach to achieving targets. -Ability to work independently and manage time effectively in a remote setting. -Proficiency in both written and spoken German and English. -Familiarity with CRM softwa...
I'm seeking a skilled developer to help me deploy ChatGpt model for Customer Support Automation. Key specifics include: - Application Audience: The target audience for this app is primarily businesses. It's crucial that the developer understands this specific user base and can ensure the app is tailored to their needs. - Primary Fun...even sentiment analysis. The ideal candidate should have experience in developing and implementing such functionalities. - Deployment: The ultimate goal is to get this app up and running, so deployment knowledge is essential. Experience in deploying ChatGpt-based Model In summary, I'm looking for a developer who is not only proficient in ChatGpt but also understands the business landscape and CRM systems, and has a proven track recor...
As a part of our website's live chat feature, I'm s...Salesiq widget specifically for the chat interface - Implementing the capability to receive and update data in the chat interface using form controller - Integration with Zoho CRM and Zoho Creator Ideal Skills and Experience: - Proficiency in Zoho Salesiq and Zoho Creator - Strong experience in widget development for chat interfaces - Familiarity with Zoho CRM and its integration methodologies - Ability to handle data transfer and update processes within the chat interface Your role will be crucial in ensuring that our live chat function is not only seamlessly integrated into our website but also synchronized with our Zoho CRM and Creator systems. If you have the experience and skills required for this p...
I'm in need of a lead generation expert, specifically someone with a background in the digital agency industry. Your main objective will be to increase our customer's website traffic, generate more qualified leads, and ultimately boost our sales conversions. Leads will go to our Ai-MS. Ai-Marketing System - we heavily rely on GHL's CRM for workflow & funnels. Knowledge of GHL is not required, but very beneficial to the candidate. Key Responsibilities: - Utilize your expertise in PPC and META to deliver high-quality leads for our clients - Implement strategies that are in compliance with HIPAA standards for our Tele-Health & Clinic Wellness centers. Ideal Skills and Experience: - Proven track record in lead generation, preferably within the digital agenc...
Seeking a skilled professional who can help finish up the set-up of Zoho CRM for my organization. We are using Zoho CRM to manage the patients who want to seek second medical opinion from expert doctors in India . This is the ideal workflow that we want to implement 1. Patient submits basic information like name, email, and location via Zoho Forms 2. The information is saved to Zoho CRM 3. The Patient is sent an invite to the portal 4. The patient sets up their account. The patient can view their treatment progress and edit their details. For the treatment progress, it needs to look like a timeline or steps that display this user journey. Something like this: 5. The patient is given an option to book a call. They must submit
