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    2,000 zoho crm help manual jobs found, pricing in USD

    I have working telegram bot that send message in plain form. I need it working with HTML message better formatting

    $27 (Avg Bid)
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    Looking for someone to build our website for a new CRM launch. Im looking for someone to do the content for our website. Interactive contect with the crms features.

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    ...requiring manual restarts every 10 minutes. I would appreciate assistance in investigating and resolving this. While I have personally reviewed the server logs, I have not been able to identify any specific error messages that may be causing this issue. Your task will be to conduct a comprehensive review of the problem, deducing the underlying issues from the server logs, even if no specific errors have been identified. Ideal Skills: - Expert knowledge of Ubuntu 22.04 - Robust experience in managing VPS servers - Troubleshooting and problem-solving skills in identifying and fixing software glitches - Capability to work independently and make critical decisions during the investigation. The overall goal is server stability, preventing future crashes and avoiding need for ...

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    ...portfolio to demonstrate expertise in WordPress and responsive design. - Proven expertise with WordPress and familiarity with BeTheme. - Highly proficient in CSS, with a keen eye for detail in visual design. - Experience managing WordPress child themes and working with the Revolution Slider. - Capability to integrate and manage multiple plugins ensuring seamless functionality. - Previous experience with Zoho integrations and contact forms is highly desirable. - Knowledge of SEO best practices is a plus. Expectations: - No on-the-job learning; applicants should be well-versed and experienced in the listed technologies. - Efficient management of time and tasks, with a proactive approach to project handling. - Excellent problem-solving skills and the ability to adapt quickly to ne...

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    I have a client who requires help with with set up and training is using their Pipedrive CRM. I am estimating about 6 hours work or it could be more.

    CRM
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    I'm in search of a developer experienced in designing mobile apps on the Wix platform. Project details: - The app should include features such as user registration and login, in-app messaging, and payment gateway integration. - The platform is intended for the general public, so it must be user-friendly and intuitive. - I'm seeking a minimalistic and clean design that is simple yet eye-catching. Skills and Experience: - Expert knowledge in Wix mobile app development - Experience in integrating a payment gateway into a mobile app - Proven track record in creating user-friendly apps - A keen eye for clean, minimalistic design Please note, my budget for this project is $3000. Only those with relevant knowledge and experience should apply. Let's create an app that stands ...

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    I am seeking an experienced programmer for an API integration project between Close CRM and Grafana. Here're more details about the requirements: We can either use a JSON integration directly into Grafana or use a 3rd party tool like to fix it. Action Items / Visualisations to create: 1. Have a target for a segment (eg: x% of sales in segment) 2. Map out per rep 3. Need to evaluate Conversion rate for each step 4. Need to evaluate Conversion rate for Total Funnel (Lead to sale) 5. Need to evaluate Conversion rate for some sub steps (eg, Bill to Sale) - enables you to focus the team on key stages 6. In addition to company wide funnel, need to benchmark each BDM on the funnel stages 7. Understand where BDM's are strong and weak

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    ...system will track motion within the trailer using PIR sensor. Using the information above, the system will automatically turn on the lights of the camper when the ambient light is low and there is detected motion. The camper's lights are standard 12DC lights (not LEDs). When there is no motion for 5 minutes or the ambient light reaches a given threshold, the lights will turn off. There must be a manual way to turn on/off the lights without turning the system off. This will be done with button inputs to the microcontroller, that the user can push and the system will turn and keep the lights on/off accordingly regardless of the status of the sensors. Display the status of the system on the ST7735 LCD screen. Ambient lighting must be in lux and not voltage levels. Ideal Ski...

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    ...algorithm that will execute trades according to a set of custom rules I've established. Key requirements and expectations for this project include: - The algorithm needs to be developed in Python - Trades should execute on Interactive Brokers and plot custom rules on TradingView. - Custom rules are provided by the client and not based on common indicators like Moving Average Crossover or RSI. - No manual intervention required; trades solely based on custom rules. - Experience in optimizing entry and exit orders for large orders or low liquidity scenarios required. - Trading signals, such as support and resistance lines and entry/exit markers, to be plotted on TradingView. - Alerts to be sent via email/message when orders are placed or exited. - Day trading Option pair trad...

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    I'm looking for a proficient software developer to create a web-based Customer Relationship Management system specifically for travel agents. This CRM should mainly focus on: - Customer Database Management: A structured way to store client information, preferences, and previous interactions for easy access. - Travel Itinerary Planning: A feature that allows effective scheduling, detailing all aspects of travel plans such as locations, accommodations, transportation etc. - Booking Management: This needs clear ways to manage and track bookings, cancellations, or changes. Ideally, you have experience in developing web-based CRM systems, and you understand the needs and workflows of travel agents. Any previous work in the travel industry or specifically with travel ag...

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    I'm in need of a skilled iOS developer who can craft a utility application centered around camera functions. Here are my specific requirements: 1. Diverse Filters: I want my app to provide an array of filter options to give users the flexibility to be creative with their photography. 2. Manual Controls: The app should give users manual control over exposure, focus, and other camera settings. 3. Video Recording: Beyond photo-capture capabilities, the software must also offer video recording. Ideally, I'm looking for someone who's experienced in working with iOS platform and has a strong knowledge of camera functions. If you've previously developed camera-based apps, that would be an additional plus. Please reach out if you are experienced in build...

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    I need help fixing issues with sending promotional emails through our CRM, ModernHealer.io. I'm looking for a freelancer to optimize our existing CRM for promotional email delivery. The main issues I need your help with are: - Ensuring emails are correctly sent and not marked as spam - Improving email delivery rates - Assisting in segmenting our existing database for more effective promotional emails Ideal skills and experience include: - Proficiency in or similar CRM systems - Proven track record of improving email delivery rates - Experience in segmenting audiences for better email targeting - Strong understanding of email marketing best practices and anti-spam regulations.

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    I need help fixing issues with sending promotional emails through our CRM, ModernHealer.io. I'm looking for a freelancer to optimize our existing CRM for promotional email delivery. The main issues I need your help with are: - Ensuring emails are correctly sent and not marked as spam - Improving email delivery rates - Assisting in segmenting our existing database for more effective promotional emails Ideal skills and experience include: - Proficiency in or similar CRM systems - Proven track record of improving email delivery rates - Experience in segmenting audiences for better email targeting - Strong understanding of email marketing best practices and anti-spam regulations.

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    I'm looking for a skilled professional to assist me with various customer support, operati...prepared to manage customer inquiries through phone calls, email, and live chat. - Managing Customer Databases: This project requires proficiency in maintaining databases across various platforms including CRM systems, Excel spreadsheets, and online database platforms. - Analyzing Customer Feedback: An ideal candidate will have experience in analyzing customer feedback to help our services grow. The ideal freelancer for this project should possess: - Proven experience in customer support and management - Excellent communication and interpersonal skills - Proficiency in using various CRM systems, Excel, and online database platforms - Familiarity with analyzing customer ...

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    We need 3 additional Senior Developers over the next couple of months for full time / long term work. Ideally an Indian developer (where rest of team is based), who is able to work standard IST office hours. These are team working roles, daily stand up call, ongoing calls/communication throughout the day. Salary is 88,000/month INR. These are also customer facing roles. MUST be 100% relible and genuine. Most of our projects are large and technically complex, we need developers who can handle large/comple projects ands deliver correctly ontime. We have a 2-3 stage interview process for these roles.

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    ...preferably in a Computer Science related discipline. - 7+ years of work experience in software development, or with 4+ years experience in testing. - Very strong knowledge of software QA methodologies. - Extensive experience in writing clear, concise and comprehensive test plans and test cases. - In depth understanding of cross-browser, cross-platform and cross-device support. - Knowledge of both manual and automated testing. - Knowledge of variety of tools used in testing. IE API testing tools. - Good eye and attention for UI, usability and copy issues. - Ability to adapt and understand different business domains. - Experience working with large scaled projects with complex feature set and with 100+ screens. - Experience for estimating projects quality assurance eff...

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    ...of a list featuring more than 500 companies. In the details you collect for each organization, I'd like to see the following: - Company Name - Contact Person Name - Contact Person Email. The ideal candidate for this task would be someone who is proficient in data mining and possesses broad knowledge of Oracle EBS customers in the manufacturing, retail, automotive industry. Prior experience in CRM database creation would be an added advantage. It's essential that all information gathered adheres to privacy and data protection laws, ensuring a legally compliant list. So, a freelancer with a keen understanding of these laws would be highly preferred. Accuracy of data is of top importance, therefore meticulous cross-checking is needed for each entry. I'm looking...

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    I'm looking to embed an amortization Calculator within our Accounts Module in Zoho CRM. We would like it to function exactly like this example. We would like the results of the calculator, including the amortization schedule, to be added to feild/tables within the account module of zoho Crm. Can anyone help? We are zoho one subscribers.

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    ...in lead generation, setting up appointments, subsequent follow-up within the process control automation industry. - Industry: Process Control Automation & subsidiaries - Task: Appointment Setting - Type: Lead Generation & follow up Your primary task will be finding, connecting with potential clients within this specific industry. You shall have to find the clients data & then update it in our CRM as you identify potential persons. We shall provide some training & mock sessions. We shall take care of all the technical items, conduct the meeting and we shall encourage you to attend the meeting also, if OK. Eventually we may have you focus on a specific wing of this industry. Ideal Skills: - Strong communication and negotiation skills - Understanding of the proce...

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    Urgently required an experienced Power Platform Developer with a primary focus on Power Automate and has knowledge in both sales and marketing modules of Dynamics 365. Key Responsibilities: - Implement workflow automation within Power Automate. - In-depth engagement with Microsoft Dynamics CRM. Ideal Candidate: - Extensive experience with Power Automate and Dynamics 365 - Proven mastery in CRM, specifically Microsoft Dynamics - Excellent in both sales and marketing modules of Dynamics 365

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    We need versatile staff to work from home, covering the roles of data entry, customer service, and content writing. We are open to entry-level applicants, so this is your chance to utilize and develop your skills in a multi...from home, covering the roles of data entry, customer service, and content writing. We are open to entry-level applicants, so this is your chance to utilize and develop your skills in a multi-faceted role. - Must be proficient in data entry tasks - Expected to provide excellent customer service - Should be able to create engaging content You should also be familiar with: - Microsoft Office, - CRM software, - Cloud storage services This job offers an excellent opportunity to enhance your skills while working from home. Please join our passionate team to grow...

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    I'm looking to hire someone who can create an Excel VBA workbook to seamlessly integrate with my Zoho Desk setup. This workbook should be specifically engineered to perform the following: - Retrieve the required information from Zoho Desk tickets upon pressing a button inside Excel. Specifically, I need someone skilled in Excel VBA programming and API integration work to: - Design a user-friendly interface in the workbook where one can press a button to initiate the retrieval of ticket information. You should be able to retrieve the latest ticket, and then have two more buttons to go to next & previous tickets. - Implement secure API connections to Zoho Desk to enable the retrieval of ticket information usuing oauth. The fields I need are: Subject Account ...

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    I did a Android app with MIT appinventor that i need to convert to iOs. The app has only 3 screen (the 1st with logo, second is the programm, and the last is the user manual), just need to communicate with the Bluetooth (a BLE 4.0) to send a simple string to a Arduino board. The app is really easy, i attached a screenshot of the main page. - The Bluetooth button (when click) will show a list of all available BLE. - The red "Non connecte" will go in green and "Connecte" when connected, and when click will disconnect the Bluetooth. - The 1st ok button (at "Reset réglage d'usine") will send a string by bluetooth to put all value at factory. - The slider select a value between 0 and 100. - The button ok bellow the slider ("Envoyer le r&eacu...

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    I need someone to review my self-help book, providing an honest critique from a reader's perspective. Your review should specifically focus on the book's usefulness: - Evaluate how useful the content is for someone seeking self-help. - Provide constructive feedback on the relevance of the information provided. - Suggest improvements on how the advice can be better implemented. Ideal Skills: - Experience in book reviewing, particularly in the self-help genre. - Excellent analytical skills, able to dissect content and provide valuable insights. - Ability to deliver honest, constructive feedback. Your perspective will help me understand the reader's point of view and improve future editions of the book. BUDGET : MAX 15 EUR. NUMBER OF WORDS YOU...

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    I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding of sal...

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    The museum is an old olive mill from 1860 with a stone horse-driven mill and a manual press. I want the logo to have an icon representing something related to the horse-driven mill or the press, to be minimalistic, and the shades should be in the color of olive oil.

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    I'm seeking for expert help to solve an issue with locating missing land. Specifically, I require: - Legal advice pertaining to national jurisdiction - Locating the absent land - Establishing a connection with the Prime Minister Office / Chief Minister Office Ideal candidates for this project should provide: - Detailed project proposals including possible solutions or strategies - Evidence of their proficiency in legal issues around land - A proven record of making high-level connections, preferably government related The issue is centered at a national level, so understanding of broad legal jurisdiction will be particularly advantageous.

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    He also links my CRM to the cTrader trading platform. He also has experience in linking with the liquidity provider. He previously worked on these projects and has projects related to Forex and trading. We will develop our system through Laravel and PHP

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    I'm in need of a bulk email sender to help with my email marketing campaigns. The main goal of this tool will be to effectively reach and engage my audience through email. Key Project Details: - The main goal of this tool will be to effectively reach and engage my audience through email, primarily for marketing campaigns. - I require this tool to integrate seamlessly with my current CRM software, enabling me to access and manage my contact lists with ease. - The ability to import email lists from a file is highly desired. - While I haven't specified a preference for list management, I'm open to suggestions and best practices. - It's important that the tool is user-friendly and provides insight into the performance of my campaigns. Ideal Freelancer: - ...

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    The museum is an old olive mill from 1860 with a stone horse-driven mill and a manual press. I want the logo to have an icon representing something related to the horse-driven mill or the press, to be minimalistic, and the shades should be in the color of olive oil.

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    I'm looking for a skilled de...preferably with TCPDF experience, who can customize the PDF template on my Perfex CRM. I need you to: - Change the fonts and colors on the cover, header, and footer sections. - Incorporate logos and images I will provide into the design. - Rearrange the sections for a smoother, easily readable print layout. I want this new PDF template to stay consistent with my existing branding. As such, you'll need to emphasise and incorporate: - My company's distinctive color scheme. - Our unique logo and theme. - The specific font styles that we've been using in the company. Your understanding of branding consistency, creativity, and attention to details will be critical for this task. Previous work on Perfex CRM or similar platfo...

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    On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - ...

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    I'm looking for a freelancer with excellent attention to detail and proficiency in Microsoft Excel and Word. As part of this project, you will be required to manually enter data from Excel files into a Word document. Key Requirements: - Strong Microsoft Excel and Word skills - Proven experience in accurate, manual data entry - Ability to work with robust data sets Deliverables: A Word document with the data accurately entered from the provided Excel files. Your ability to deliver clean, accurately transcribed data is essential for the success of this job. Attention to detail is paramount. I look forward to working with detailed and skilled freelancers.

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    If someone is looking for the capacity to enter between 300 and 1000 products, you can use a CSV archive or a manual form. If you propose a catalogue, the objective is to increase the price of each product by 35%, regardless of the initial cost. Also, you need to find quality images for each product and adjust them to a resolution of 500x500 pixels. Similarity, you should add videos for some products. The remuneration offered is 10 Dominican pesos for each combined product. The type of exchange can be consulted to obtain the equivalence on other days. It is important to note that the 35% increase is applied to the purchase price, which means that the selling price will be 35% higher than the original price. Please ensure you explain this point clearly."

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    ...services to restaurant and hotel owners. Required services include: - Social media advertising: To broaden our reach and solidify our online presence, we need efficient campaigns on Instagram and LinkedIn. Experience in ad campaign management on these platforms is a must. - Extensive email marketing: Regular emails need to be dispatched to target audiences for promotional purposes. Experience in CRM email campaigns and analytics would be beneficial. The ideal candidate should have solid experience in the hospitality industry marketing, particularly in B2B interactions. Understanding of parking operations would be an added advantage. Proven track record and portfolio showcasing results achieved would be favored. Our aim is to make our parking services synonymous with restaurant...

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    I'm looking to develop a CRM software specifically tailored for my men's boutique. This software will help me manage and organize customer data and orders efficiently. Key Features: - Customer Management: The software should be able to store and manage customer's contact information, any relevant notes about them, and track where in the order pipeline they currently are. - Order Management: The software should have the capability to track each order from initiation through to delivery, generate invoices for orders, and provide updated delivery status information. Ideal Skills and Experience: - Proven experience in developing CRM software - Strong knowledge of customer and order management systems - Ability to develop a user-friendly and intuitive int...

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    ...appointments and provide necessary information • Update CRM system with relevant customer details and appointment schedules • Minimum 3 years of experience in solar industry cold calling required • Targeting customers in CA and FL for our no-cost solar program Requirements: • Fluency in English and Spanish with a clear accent • Proven experience in solar appointment setting through cold calling • Ability to work an 8-hour shift (Eastern Time) with consistent performance • Strong communication and persuasion skills • Proficiency in using calling software and CRM systems If you are a motivated individual with a passion for solar energy and a track record of successful cold calling, we want to hear from you! Apply now to join our tea...

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    ...Airbnb account on a weekly basis. As a potential assistant, your tasks will include: - Messaging guests promptly and professionally. - Efficiently managing bookings and reservations. - Handling various online inquiries with the utmost courtesy. You should be familiar with the following platforms: - Airbnb host tools, for seamless property management. - Customer Relationship Management (CRM) systems, to enable effective communication and provide top-tier customer service. - Office productivity software, to ensure smooth operation and organization. Experience in these areas is highly preferred as it will lead to a smoother operation and improved guest satisfaction. If you are organized, communicative, and well-versed with hospitality management, then you are the ide...

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    Hi there, I am currently working on a few projects. As a busy professional, I need someone who is capable of creating simple portfolio pages that showcase my projects. On another freelance site, I am having a hard time getting clients and I want you to work with me together to organize the current project files I have and get images of work done, a portfolio title and a description created for my other freelance profile to showcase all kinds of tasks I have done. I have completed over 61 projects and we need all of them organized and input in my g drive. Start date: Today Time: Now Availability: beginner level freelancer someone who is capable and free to get this done.

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    I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: ...incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a plus. The candidate should also be capable of ensuring ongoing process optimization and representing success...

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    I'm looking for an experienced SAP consultant to migrate my current manual accounts payable system to a new SAP one, with a strong focus on invoice processing. Skills and Experience: - Expert in SAP software - Experience in accounts payable systems - Excellent problem solver and systems thinker. Project details: - The system should offer automated data entry from scanned invoices. Therefore, proficiency with SAP data automation is vital. - The main objective is to streamline the invoice processing, which is the most crucial feature for this project. Hence, the candidate should demonstrate previous successes in similar projects. - An understanding of business processes to ensure seamless integration with our present workflow will be advantageous. - Ability to deliver the pro...

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    Need Help of a Researcher 6 days left
    VERIFIED

    Proofreading and editing of 7+ thousand words. I can pay up to $70 - $90 with some bonus for great work. Be available for a short test Please answer the following questions in your bid: => What is your recent academic qualification? => Have you every published your own research article in any Scopus indexed journal? This is a fixed budget project - not an hourly paid gig

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    I'm in search of a skilled professional who can cater to my specific needs regarding Customer Relationship Management (CRM), Digital Marketing and Search Engine Optimization (SEO). Key tasks include: - Implementing effective lead management strategies within a CRM context to enhance customer database and sales pipeline tracking. - Engaging in social media advertising to broaden outreach and gain a competitive edge in the digital landscape. Prior experience with similar assignments is a must. - Undertaking keyword optimization to improve our website's search engine rankings. The potential candidate should possess a strong understanding of CRM processes, digital marketing dynamics, and SEO strategies. Substantial experience with keyword optimization and lead...

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    VS CRM Expansion in Africa 6 days left
    VERIFIED

    ...promoting and expanding our VS CRM solutions across several African countries. Our primary focus is on Nigeria, South Africa, Kenya, and many more. Visit before bidding. Key Goals: - Developing partnerships: We're looking to forge alliances with local IT companies and propel our marketing forward. We believe aligning with businesses having specialized knowledge could provide mutual growth opportunities. Ideal Candidate Skills and Experience: - Experiences in IT company partnerships - Brilliant networking skills across African markets, particularly in Nigeria, Kenya, and South Africa - Strong background in promotional strategies and CRM marketing - Previous experience with VS CRM would be an added advantage. The ideal freelancer will help us bui...

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    ...developer with PHP and CodeIgniter experience to maintain and expand our CRM system. And Create employee email system Key Tasks: - **User Management**: Enhance and optimize existing user management functionalities. - **Reporting and Analytics**: Develop and integrate more advanced reporting and analytics features, primarily to monitor employee performance. - **Task Management**: Improve the task management system. - **Rostering**: Implement a system to allow for rostering functionality. Invoices: implement system to allow invoices Design Requirements: - I am looking for a **Professional and Corporate** design for the CRM. Ideal Qualifications: - Proven experience with **PHP and CodeIgniter**. - Previous work on **CRM systems** or complex web applications. - Str...

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    Hi there, I am currently working on a few projects. As a busy professional, I need someone who is capable of creating simple portfolio pages that showcase my projects. On another freelance site, I am having a hard time getting clients and I want you to work with me together to organize the current project files I have and get images of work done, a portfolio title and a description created for my other freelance profile to showcase all kinds of tasks I have done. I have completed over 61 projects and we need all of them organized and input in my g drive. Payment: 4 AUD Start date: Today Time: Now Availability: beginner level freelancer someone who is capable and free to get this done.

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    ...management (CRM) project. This task encompasses various aspects including: - CRM Development: Despite a missing specific feature request, it is assumed basic aspects of CRM will be needed i.e., sales tracking, task management, and customer management. - Image Editing Feature: This includes incorporating basic tools for image resizing and cropping into the CRM tool. - Bug Fixing: There have been some technical issues detected with the CRM, particularly relative to user interface problems and functionality hitches; I would love these resolved in due time. Given the significance and the somewhat extensive nature of the project, it is heavily required that the freelancer possesses a high level of expertise and experience with Laravel and PHP frameworks...

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    ...piece of information. Key Responsibilities: - Researching and collecting information on the CEO, senior management, and email addresses of around 80 councils. - Ensuring the accuracy and relevancy of the data collected. - Organizing the data neatly into a spreadsheet, in a format suitable for subsequent upload to a CRM tool like Pipedrive. Ideal Skills and Experience: - Experience in data research and entry. - Proficiency in using Excel or Google Sheets. - Familiarity with CRM tools, particularly Pipedrive, is a plus. - Attention to detail and the ability to maintain data accuracy. - Clear communication to provide updates on the progress of the research. I'm looking for someone reliable and efficient who can complete this task accurately and in a timely manner. Pl...

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