I am looking for an experienced developer to work on modifying the existing module of Perfex CRM and developing a new missive app from scratch. The core of this project revolves around enhancing user experience through interface customization, adding innovative features, and ensuring seamless integration with other systems for the CRM module. Simultaneously, the missive app we're envisioning should include functionalities such as real-time messaging, push notifications, and file sharing capabilities to facilitate better communication within our system. **What I Need:** - **Perfex CRM Module Modification:** - Customization of the user interface to improve usability. - Addition of new features that will be detailed further upon project commencement. - Integr...
I'm in need of an experienced Zoho Creator developer to create a custom application dedicated to streamlining my business operations through process automation. My main objective is to enhance efficiency, reduce manual tasks, and ensure workflows are seamlessly automated, leading to a smoother business process. Ideal Skills and Experience: - Proficiency in Zoho Creator with a strong portfolio of custom applications. - Experience in automating business processes within Zoho Creator. - Knowledge in integrating Zoho Creator with other Zoho applications, especially CRM and Books, is a plus. - Strong understanding of data management principles, ensuring secure yet accessible data storage. - Ability to communicate effectively to understand requirem...
Hi I am trying to install Perfex on Siteground. I am stuch on this page. Please help fix this by connecting remotely. Thanks
...software developer to create a CRM system tailored to our specific needs. Our team is set to grow, and we require a system that supports Windows and caters to 11-50 users efficiently. We are looking for a blend of functionality that includes customer data management, sales automation, and integrated marketing tools to streamline our operations and boost productivity. The ideal candidate should have a robust background in: - Developing CRM systems compatible with Windows. - Integrating functionalities such as customer data management, sales automation, and marketing tools. - Creating scalable solutions that can comfortably support a team size of 11-50 users without compromising on performance or speed. Skills and experience in software development, particularly with CR...
...seeking a tutor who can take skills to the next level, focusing especially on formulas and functions, and data analysis and visualization techniques. *********** the project need you to take a Online Class of 10-15 people All the Students are from Pharma sector and are working on Senior manager Level They are more interested in managing their Sales Data rather than any sort of coding in VB or Macros etc The schdule of Class is every saturday 5-7 PM IST for the next 5-7 weeks My budget is 100-1200 per class ************ People who are confident in English and Hindi with MS excel , Should contact me While I already have a good grasp on Excel, I need to further hone my skills to apply more complex formulas and functions, and carry out sophisticated data analysis and visual...
I require a professionally-developed CRM system with key components being customer contact management, sales pipeline tracking, and task & activity management. The solution should possess detailed record-keeping capabilities such as: - Tracking contact information - Recording purchase history - Logging communication history - Managing sales data - Handling payments - Monitoring leads - Managing goods on approval These features need to be designed in a user-friendly manner with absolute ease of navigation. The CRM will not be integrated with any existing software or platforms, and should instead operate as new web based solution which should be responsive. Ideal candidates for this project are those experienced in CRM development with a strong understanding of...
...named "FitTrack," will empower users to track their workouts, monitor their nutrition, and view workout animations to ensure correct exercise form. **Essential Features:** - **Workout Tracking**: Ability to log various types of exercises and track progress over time. - **Nutrition Tracking**: Users should be able to record their daily food intake, view nutritional information, and track their macros to meet dietary goals. - **Workout Animations**: High-quality, easy-to-follow exercise animations to guide users on proper form and technique, enhancing their workout experience and safety. **Ideal Skills and Experience:** - Proficient in Android app development with a solid portfolio of published apps. - Experience with health and fitness applications is highly regarded. ...
Como principales funciones, la capacidad de realizar tareas administrativas que demandan tiempo, armar búsquedas automáticamente con datos del usuario, confeccionar ACM con todas las propiedades cargadas, solapas para acceder a bases de datos de la gente con seguimiento a cada cliente (operaciones hechas documentación personal y propietaria búsquedas e información personal), generación de pop by y Tokens automáticos para fechas festivas con diferentes estilos y firmas del agente, recordatorio de contacto con el cliente con una frecuencia determinada, calendario con tasks y compromisos con alertas, calculadora de plazos e indexaciones, confección de contratos ingresando campos obligatorios. Respecto al perfil del agente tips para aumen...
I'm looking for a skilled developer to create a module for Perfex CRM that manages specific person details. This job will require: - Capturing detailed contact information: This specifically includes name, email, phone number, along with other specifics, thereby requiring proficiency in handling large datasets. - Incorporating space for personal notes: These notes should be organized and presented in a timeline format, calling for experience in UI/UX design to ensure the module is user-friendly. This project requires knowledge and experience with Perfex CRM and programming skills to craft a fully functional, intuitive module. If you can deliver this, I'm ready for a partnership.
I'm ...expertise in MailWizz, ready to take on the challenge managing a full marketing process, solution and delivery HI, I am looking for a mailwizz / email marketing expert to join my team for ongoing projects. I have a mailwizz server set up and running already and want to start utilising in for 3 companies (all separate campaigns) Run mailwizz campaigns Clean and filter data Use hubspot as the crm data source Set up automation (automated emails to be sent several times per year to existing and lapsed clients) Help with all admin, smtp, making sure no blacklists, drip feeding etc Basically, I need someone who can take control of this and run it. It would be a bonus if you can also do the templates write marketing material and assist in those departments but this is...
We are a digital & e-Commerce agency specialised in all digital battlefield, including websites/eshops building, social media, ad placement, SEO, CRM, .email marketing. We are looking for talented individuals who can both dazzle with their graphic design skills and weave compelling website narratives & social media content, all while being fluent in Chinese. **Key Skills and Experience Required:** - **Graphic Design Prowess:** Your portfolio should showcase a wide range of styles and a keen eye for the aesthetic that captures and holds attention. - **Website Design Expertise:** A proven track record in designing user-friendly eshops/websites that not only look beautiful but convert visitors into loyal customers. - **Fluency in Chinese (Mandarin):** The ability t...
We are a digital & e-Commerce agency specialised in all digital battlefield, including websites/eshops building, social media, ad placement, SEO, CRM, .email marketing. We are looking for talented individuals who can both dazzle with their graphic design skills and weave compelling website narratives & social media content, all while being fluent in Chinese. **Key Skills and Experience Required:** - **Graphic Design Prowess:** Your portfolio should showcase a wide range of styles and a keen eye for the aesthetic that captures and holds attention. - **Website Design Expertise:** A proven track record in designing user-friendly eshops/websites that not only look beautiful but convert visitors into loyal customers. - **Fluency in Chinese (Mandarin):** The ability to communic...
I'm seeking a developer to create an enterprise web application focused on chemical and safety data management. - Key Features: This web app should include functionalities of CRM and Project Management, with a particular focus on managing chemical and safety records. - Ideal skills for this job would include: - Strong experience in enterprise software development - Familiarity with CRM and project management systems - Knowledge in chemical safety or similar field would be a plus Your main task will be translating my specific needs into a streamlined, user-friendly application. Proven experience in related projects is highly valued.
I am seeking an experienced C# developer to replicate an existing advanced-level Excel VBA project which is utilized for data analysis. The ideal candidate should be highly proficient in: - Working with complex calculations, dependencies, and macros in Excel VBA - Implementing these skills within a C# environment - Handling data importation from files and web scraping in C# The task at hand involves transferring the functionality of the Excel VBA project into a new C# application. This includes, but is not limited to: - Replication of all advanced-level functions, calculations and operations - Ensuring data can be imported from a file - Efficiently executing data analysis tasks This project requires an expert understanding of both Excel VBA and C#, and a keen attention to detai...
I am in search of an experienced s...years of sales experience, with at least 1 year focused on the household goods sector. - Familiarity with the water industry's regulatory environment and market trends. - Experience in working directly with retail managers and buyers. - Robust understanding of consumer demographics and buying behaviors within the household market segment. - Proficiency in sales and customer relationship management (CRM) software. Ideal candidates will demonstrate a passion for sustainability and innovation in the water industry, coupled with exceptional interpersonal skills to foster and maintain productive retail relationships. Your contributions will be pivotal in expanding our footprint in the household market segment, driving both revenue growth and bra...
I'm in need of a highly skilled Vue.js developer who can create a simplified customer relationship management (CRM) system from scratch tailored specifically for car workshops. The ideal candidate should have a strong foundation of Vue.js and a solid understanding of CRM systems. Key Responsibilities: - Construct a CRM system from scratch utilizing Vue.js - Implement an invoice management feature Necessary Skills: - Proficient in Vue.js - Experience in developing CRM systems - Familiarity with customer databases and invoice management This is an exciting opportunity for a Vue.js developer to showcase their proficiencies and make a significant impact on an indispensable tool for car workshops. If you think you could thrive in this project, challenge your...
I need to implement a control of vacations and pending hours (hours bag) in perfex crm. I attach a pdf with all the specifications. Don't waste time sending proposals for work hours. Fixed price and completion date. It has to be an installable module, it cannot work like the Perfex in question. An advance could be given if necessary.
...email marketing, direct calls, and social media outreach. - *Strategic Thinking:* Ability to devise and execute sales strategies that align with our brand. - *Communication Skills:* Exceptional interpersonal and negotiation skills. - *Tech-Savvy:* Adept at using CRM software, social media platforms, and email marketing tools. **Responsibilities:** - Reach out to potential clients through email, social media, and direct calls. - Understand customer needs and pitch our products effectively. - Track and report sales performance using our CRM tools. - Work closely with our marketing team to align sales strategies. **What We Offer:** - A competitive commission structure. - Flexible working hours. - Support from our marketing team for targeted campaigns. Freelancers or team...
... you will play a critical role in driving the company's growth revenue by implementing effective sales strategies and delivering exceptional customer service. Your role is to be proactive, results-oriented, and have a passion for building strong client relationships. Qualifications: Bachelor's degree. (Preferred Business, Marketing, IT or a related field). Proficient in using CRM software such as HubSpot, or ZOHO CRM Proficient in Microsoft Office Tools Proven experience as a Sales Executive or in a similar sales role. Demonstrated success in achieving and exceeding sales targets. Excellent communication and interpersonal skills. Fluent English Speaker is a must. Well versed in Internet services, VOIP telecommunications and web services such as hosting, ...
...generation job listings in the USA. - Record detailed information of each listing, specifically the Company name, Contact email, and Job title. - Utilize the gathered information to email a customized template that introduces our company, outlines our services, and provides our contact information. **Ideal Skills and Experience:** - Proficiency in data mining and web research. - Experience with CRM and data entry. - Strong attention to detail for accurate information gathering. - Excellent written communication skills for effective email pitches. - Familiarity with Indeed and other job listing platforms is a plus. **Objective:** The ultimate aim is to reach out to potential clients through a structured and convincing email pitch, leveraging the data compiled from Indeed to show...
We're looking for someone who can configure our email campaign software to our CRM via either a webhook or API. We use Reachinbox, which is very similiar to and and have yet to decide on the CRM but are going with either Nutshell CRM or Pipedrive. Please note that Reachinbox is not configured with Zapier yet.
...project: **Key Requirements:** - **Installation and Configuration:** Install Odoo Enterprise Edition 17 on a Linux server. Ensure the system is set up for lifetime use without issues. - **CRM Integration:** Seamlessly integrate the system with CRM software. Experience with popular CRM platforms is essential. - **Customization:** Ability to make minor adjustments to ensure the system fits our specific operational requirements. **Ideal Skills:** - Proficiency in Linux operating systems. - Extensive experience installing, configuring, and customizing Odoo, particularly the Enterprise edition. - Knowledge of CRM software integration with Odoo. **What Applicants Should Include in Their Proposal:** - **Detailed Project Proposals:** Outline how you plan to a...
Measurement Solutions is in the VERY BEGINING stages of review options for either recreating our current website from scratch using a different plateform OR completely reformating our current website in Magento 2.4.6 We have been on this current website plateforn for about 6 years now and have had numerious developer touching it and now we are running ...developer touching it and now we are running into errors. there are 3 keys factors to this project. 1.) we want to use the products that are currently entered into the website - we do not want to re-enter anything 2.) our current catalog count is about 6000 SKU's which we want to grow to over 50,000 SKU's so the website MUST handle this 3.) we use ZOHO for our ERP system so the new/revamped website must drop orders...
...seeking an expert who specializes in setting up automation workflows and managing CRM data effectively. My main objectives are: - Improving lead nurturing and conversion - Efficiently streamlining the sales processes - Better enhancing customer segmentation In order to achieve these goals, I require a freelancer with the savvy to optimize certain areas of our CRM system. Specifically, you'll need to: - Oversee and optimally track lead information - Maintain accurate and updated customer contact details - Properly manage data regarding sales pipeline stages Ideal professionals for this role would have robust experience in creating and managing HubSpot automation workflows and have demonstrated skills in CRM data management. Familiarity with segmentation and...
...need: - **CRM:** Essential for lead tracking and management, customer support and service, and marketing automation. - **Sales:** A streamlined process for managing the sales pipeline, quotations, and orders. - **Accounting:** Comprehensive financial management including invoicing, payments, and reporting. - **HRMS:** Employee management, payroll, leaves, and attendance. - **Project:** End-to-end project management capabilities. - **Appointments:** Scheduling and management of appointments and meetings. **Ideal Skills and Experience:** - Proven track record of successful Odoo ERP implementations, particularly with the Community version customized to include 'Enterprise-like' modules. - Expertise in configuring and customizing the specific modules listed above, with a...
...Process accounts payable and receivable transactions - Reconcile bank statements and credit card transactions - Prepare financial reports for management review - Assist with budgeting and forecasting activities - Coordinate with external accountants for tax filings - Provide administrative support including answering customer calls, booking meetings, and managing supplier relationships - Manage the CRM platform to ensure accurate customer data and effective communication **Requirements:** - Proven experience as a bookkeeper or similar role - Proficiency in accounting software (e.g., QuickBooks, Xero) - Strong understanding of financial principles and regulations - Excellent organizational skills and attention to detail - Ability to multitask and prioritize tasks effectively - St...
Looking For a UI Design in Adobe XD/Figma For a School Management Software. The Existing Ui is shared here & the Application can be accessed here: Check the Live Demo Here: We need to redesign the Entire Software UI.(Only Admin Part, Not the Front Website.) New UI Expectation...
I'm seeking a detail-oriented freelancer with expertise in quality assurance, bug fixing, data entry, and admin tasks specifically tailored for CRM and E-commerce platforms. My project involves refining the functionality of our applications to enhance user experience and streamline admin operations. **Core Requirements:** - **Bug Fixing:** Address user interface and functionality bugs, as well as performance issues that negatively impact user experience. It's crucial to identify, diagnose, and resolve these problems efficiently. - **Testing:** Conduct thorough testing of several key features: - **User Registration:** Ensure a seamless registration process for new users. - **Shopping Cart Functionality:** Verify that the shopping cart operates smoothly, allowing u...
...Gmail. My requirements are specific but straightforward: - **Setup and Configuration**: Implement 1-5 business email addresses under Gmail to unify my team's communication. - **Integration Needs**: - Seamlessly integrate with our existing Customer Relationship Management (CRM) system. - Ensure compatibility and integration with our project management tools for streamlined workflows. **Ideal Skills and Experience**: - Proficiency with Gmail business setups. - Experience integrating email systems with various CRM platforms. - Expertise in integrating project management tools with email services. - Strong communication skills to understand my specific needs and implement them efficiently. I believe clear, efficient communication channels are the backbone of any ...
...implement Odoo CRM for my business. I have chosen Odoo CRM 14 as my preferred version. My main goal with this setup is to enhance our customer management strategy, improve our sales pipeline tracking, and integrate email functionalities directly within the CRM for a streamlined workflow. Required Functionalities: - **Customer Management**: Efficiently manage customer data and interactions. - **Sales Pipeline Tracking**: Visualize and manage sales processes. - **Email Integration**: Incorporate email communications within the CRM to centralize conversations with customers. Customization Requirements: - **Custom Fields**: I need additional fields added to customer profiles and sales data to tailor the CRM to our specific business needs. Ideal Skills a...
I require a professionally-developed CRM system with key components being customer contact management, sales pipeline tracking, and task & activity management. The solution should possess detailed record-keeping capabilities such as: - Tracking contact information - Recording purchase history - Logging communication history - Managing sales data - Handling payments - Monitoring leads - Managing goods on approval These features need to be designed in a user-friendly manner with absolute ease of navigation. The CRM will not be integrated with any existing software or platforms, and should instead operate as new web based solution which should be responsive. Ideal candidates for this project are those experienced in CRM development with a strong understanding of...
We need help testing a HubSpot App. The test consists of: 1) Installing the app. 2) App setup (I'll share a tutorial and/or can guide you in a call/chat). 3) Adding the app to an automation workflow in Hubspot. The steps to complete this should take about 30 minutes. The automation workflow can be anything that triggers our app. For example, a web form, changes in the CRM, etc. This will at the same time trigger an event in our app, which will help us test it. The app needs to be active for at least 30 days. After that, you can uninstall it if you wish. The goals are: 1) Test the installation and setup process following the documentation. 2) We need 5 install app to complete the review process from HubSpot. 3) With your feedback, let us know if we are missing somethin...
Comment out menu options in the code for possible future use. More details: Which menu features would you like to remove or hide? Timesheets, Support, Tickets, Contracts, Subscriptions and Stripe. Also all Payment Gateways from Settings. SMS from settings, E-Sign from settings, from settin...Gateways from Settings. SMS from settings, E-Sign from settings, from settings, Localization Keep only English languages. Announcements from utilities, Ticket pipe log from utilities, KB articles from reports, Modules from Setup. Contracts from setup email templates, Subscriptions from setup email templates, Help from Setup. Everything that is connected to the list above and appears in CRM. What information should successful freelancers include in their application? Experience
I am seeking a knowledgeable developer to create an open-source CRM system for my healthcare and beauty business. I need a web-based system that can efficiently handle customer management, product inventory, sales reporting, and service management. Ideal Skills and Experience: - Proficient in open-source CRM development - Experience in healthcare and beauty industry systems - Knowledge in web-based platform CRM Key Features: - Customer Management: The system should be capable of managing customer data efficiently. - Product Inventory Management: Capability to manage both services as well as products in terms of availability, pricing, and specifications. - Sales Reporting: Must be able to generate accurate and comprehensive sales reports. Critical Operations: - Appoi...
...relationships with clients. Here's what I expect from an ideal candidate: **Responsibilities:** - Generate new leads primarily through targeted cold calling and innovative social media advertising strategies. - Develop and maintain client relationships, ensuring high satisfaction and repeat business. **Skills and Experience:** - Proven track record in real estate sales, with a focus on lead generation and CRM. - Excellent communication skills, capable of engaging potential clients effectively. - Strong understanding of social media platforms and cold calling techniques specific to the real estate industry. - Ability to work independently, set goals and achieve them. **What I Offer:** - The chance to work on significant commercial and residential real estate projects. - An...
I'm looking for a ded...Provide accurate, valid, and complete information by using the right methods/tools. - Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. **Requirements:** - Proven customer support experience or experience as a Client Service Representative. - Strong phone contact handling skills and active listening. - Familiarity with CRM systems and practices. - Excellent communication and presentation skills. - Ability to multitask, prioritize, and manage time effectively. Experience in live chat support is preferred, but extensive training will be provided for the right candidate. This role demands a high level of dedication and flexibility as our live chat service operates across vari...
I'm...individual clients. - Clearly communicate the benefits of our services. - Provide detailed pricing information. - Persuade individuals to purchase our services through effective sales pitches. **Ideal Skills and Experience:** - Strong verbal communication and persuasion skills. - Proven sales experience, especially in services. - Ability to tailor sales strategy to individual clients. - Experience with CRM tools for tracking calls and sales. - Patience and persistence in dealing with various client types. Your goal will be to increase our client base and revenue by selling our services through direct telephone communication with potential individual clients. If you're passionate about sales and have a track record of turning prospects into delighted customers, we w...
...platform, especially in setting up and managing bulk email campaigns. - Skill in customizing HubSpot email templates to suit specific promotional goals. - Understanding of best practices in email marketing to optimize engagement and conversion rates. - Ability to analyze and report on the campaign's performance, with insights on improving future campaigns. **Ideal Skills:** - Proficiency in HubSpot CRM and Email Marketing tools. - Creative and strategic thinking for effective email design and content. - Knowledge of analytics to track email performance. - Excellent communication skills for clear and effective collaboration. This project is a fantastic opportunity for freelancers who excel in digital marketing and are looking to showcase their expertise in email campaign ma...
I'm looking for an Excel expert who can help me create a dynamic and automated Excel test. This project is ideal for those who are not only proficient in Excel's formulas, functions, and data analysis capabilities but also have a solid grasp of Visual Basic for Applications (VBA) to implement macros and automate processes. Requirements: - Proficiency in Excel functionalities, including complex formulas and functions. - Experience in developing and implementing macros for automation. - Strong knowledge and comfort in using Visual Basic for Applications (VBA) within Excel. - Ability to create dynamic and automated tests within Excel to facilitate specific objectives. - Innovative thinker with the ability to suggest improvements or efficient methods to achieve the pr...
As a small company based in Singapore with an annual revenue of more than $500,000, I require an expert in bookkeeping and financial statement preparation. Key Tasks: - Bookkeeping - Preparation of financial statements Ideal Experience and Skills: - Proficiency in Zoho accounting software - Familiarity with the financial and taxation laws of Singapore - Experience with high revenue companies Looking for an organized, attentive individual who can provide timely, accurate accounting records. Familiarity with my specific software is a must. Invoice management skills will also be needed. Strong understanding of corporate finances is highly favoured.
...freelancer who is proficient with Bitrix24 Rest API, specifically focusing on CRM integration to elevate our customer service. The ideal candidate will harness the CRM functionalities of Bitrix24 to craft a seamless and efficient customer service experience, aligning with our mission to provide outstanding support. **Key Requirements:** - **Expertise in Bitrix24 CRM:** Deep understanding of how to leverage Bitrix24 for CRM integration. - **Focus on Customer Service:** Ability to utilize CRM integration to improve our customer service capabilities. - **Problem-Solving Skills:** Skilled in identifying challenges and providing innovative solutions within the Bitrix24 platform. **Desirable Skills:** - Experience in CRM system integration and cus...
I am in need of a versatile and dynamic customer se...valid, and complete information by using the right methods/tools. - Follow communication procedures, guidelines, and policies to maintain consistency in service. Ideal Skills and Experience: - Proven customer support experience, especially in retail. - Strong phone handling skills and active listening abilities. - Excellent written and verbal communication skills in English. - Familiarity with CRM systems and practices. - Ability to multitask, prioritize, and manage time effectively. I am looking for someone who not only meets these requirements but is also eager to grow with our team and provide exceptional service to our customers. If you have a passion for helping others and a knack for solving problems, I would love to hear...
I desire skilled freelance help to get up and running with a robust CRM system—I currently have no CRM in place and am starting from scratch. My priority is to install a system that expertly handles Contact & Deal Management, Email Marketing & Automation, and Customer Support & Service. The CRM must cater to a small team, with 1-10 users needing access. **Key Requirements:** - **Expertise in CRM**: Strong knowledge in either Hubspot or Zoho CRM to recommend the best fit based on my needs. - **Installation and Customization**: Capable of setting up the CRM, including customized settings for our specific requirements for contact, deal management, email marketing, and customer support. - **Email Marketing & Automation**...
...tailor our Zoho CRM system to improve its functionality. The successful freelancer will have a deep understanding of Zoho CRM and will be tasked to streamline: - Lead Management - Contact Management - Sales Pipeline Tracking This Zoho CRM system will be used by a team of 11 to 50 users, hence a major part of this project will focus on setting user permissions and access levels, ensuring an efficient flow of information and tasks among all our users. You'll be expected to: - Setup and configure vital features - Develop efficient sales funnels - Create an effective contact management system It's important that you have vast experience in this field and understand the needs of a business our size. If you also bring knowledge of potent...
Excel Interactive Dashboard for CRM For each and every customer , the following data to be changed - Company Info (Logo, Name, Volume) - Country on the map - Product Version & FPs - Devices Versions - Opportunity Scope, Status, Win Probability, Pricing - Technology running - Team (Account Manager/Presales/TPM)
I'm seeking an experienced web developer or team to craft a ...leads actively through effective call-to-actions (CTAs) **Design Directions:** - Cohesive aesthetic across all pages - Unique elements on each page to maintain user interest - Reflect brand identity consistently **Technical Expectations:** - Responsive design across devices **CRM Integration:** - Seamless integration with our existing CRM - Contact form submissions directly linked to CRM for immediate follow-up **Preferred Skills:** - Proficiency in web development frameworks - Strong design portfolio - Expertise in CRM integration - Demonstrable SEO knowledge I look forward to collaborating on creating these powerful customer touchpoints. Skills Required. ***Note: Please put your exact ...
I require a CRM system adept in managing my pressure washing business. I have specific criteria that I am looking for in this CRM: 1. **Core Functionalities** - **Customer Database Management** for ease of access and efficient data retrieval. - **Cold Calling Integration** to streamline and optimize our marketing strategy. - **Task Management** to organize, track, and monitor workforce efficiency. 2. **Appointment Management** - I prefer both **Online and Manual Appointment Scheduling** procedures to cater all kinds of client preferences. 3. **Payment Processing** - Payment should be feasible at clients' premises after job completion. Ideal applicants for this project will have experience in CRM development with a keen understanding of the feat...
I'm looking for a talented developer or team to build a lead management system tailored to the needs of my business. The ideal candidate should have robust experience in CRM software development, with a keen eye for detail and a knack for building user-friendly interfaces. **Core Features Required:** - **Contact Management:** The system should efficiently store basic contact information of all leads. Beyond simple storage, it must track all communication history with each lead, providing a comprehensive view of our interactions. Additionally, I need functionality to segment contacts based on various criteria, allowing for targeted communication and marketing efforts. - **Lead Tracking:** A dynamic lead tracking feature is crucial. It should offer real-time updates on the sta...
...termine full-time. La risorsa si occuperà di: 1. Gestire le richieste in arrivo da parte di potenziali clienti 2. Programmare appuntamenti per introdurre il servizio, qualificare le richieste e vendere il servizio 3. Coordinare, organizzare e monitorare le comunicazioni con clienti esistenti e potenziali 4. Assicurare follow-up, promemoria e conferme 5. Tracciare e registrare le operazioni nel CRM 6. Offrire assistenza ricorrente 7. Inviare report giornaliero con il riepilogo delle opportunità. Requisiti: esperienza pregressa nel ruolo, attitudine al lavoro per obiettivi, forte orientamento ai risultati, visione a lungo termine e spiccate capacità relazionali e comunicative. Preferenziale la conoscenza della lingua Inglese. ATTENZIONE: Ricerca indirizzata ...
