CRM stands for Customer Relationship Management. It is a suite of integrated programmes and applications that makes it easier for businesses to manage and track their customer interactions. A CRM Developer is a professional who knows the ins and outs of this field and assists businesses in making the most of their customer relationships.

A CRM Developer can help a business in many ways-from creating custom modules to integrating Rest API interfaces between different applications, software, and systems. This professional can also build data entry teams, create email campaigns, design forms, and help businesses choose the right type of CRM or marketing automation system for them.

Here's some projects that our expert CRM Developer made real:

  • Automation tools that increase efficiency
  • Data collection and analysis to better understand customers
  • API integration to facilitate communication between systems
  • Customized forms to optimize customer service process
  • Email campaigns with personalized messages
  • Automatically scheduling calendar events and much more!

At Freelancer.com, you can find a professional capable of guiding your business throughout the whole process of implementing a CRM system—from conceptualizing it, to adapting it to your own specific needs, to actually putting it into motion. Our experienced CRM developers are up for any challenge. Invite them to join your project today!

From 105,488 reviews, clients rate our CRM Developers 4.86 out of 5 stars.
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    53 jobs found, pricing in USD

    I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.

    $490 (Avg Bid)
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    I'm looking for a seasoned professional who can assist in developing and executing sales strategies and managing the sales team virtually. Key requirements: - Sales Strategies & Planning: - Conducting thorough market research and analysis to identify opportunities and risks. - Competitor analysis to develop strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strateg...

    $6 / hr (Avg Bid)
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    I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integrations and setups will be an added advantage.

    $7 - $13 / hr
    Sealed
    $7 - $13 / hr
    43 bids

    I'm looking for a skilled developer who can create an Outlook extension with integrations to vTiger CRM. The main features the extension should have include: - CRM Integration: The extension should seamlessly integrate with vTiger CRM for maximum efficiency - Contact Synchronization: It should be able to synchronize contacts between Outlook and vTiger CRM - Lead Generation: The extension should support lead generation functionalities with vTiger CRM - Email Tracking: Ability to track emails in Outlook that are related to data in vTiger CRM The ideal candidate for this project should have: - Experience in developing Outlook extensions - Proficiency with vTiger CRM - Strong background in CRM integrations - Excellent understanding of lead generation processes - Familiarity with email ...

    $18 - $150
    Sealed NDA
    $18 - $150
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    As part of an ongoing cold email outreach projet, I am looking to effectively move information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead statut to Airtable There is around 3K leads. Ideal freelancers will possess a solid understanding of cold outreach, sales funnel and CRM. Campaigns are in French.

    $16 / hr (Avg Bid)
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    Salesforce Support 6 days left
    VERIFIED

    We're seeking a highly skilled and experienced Salesforce freelancer to join our team and provide up to 12 hours a week of exceptional support for a variety of Salesforce Clouds, including: Sales Cloud Service Cloud Financial Services Cloud Experience Cloud Responsibilities: Manage and resolve incoming Salesforce support tickets with a focus on efficiency and accuracy. Diagnose issues across various Salesforce Clouds and recommend solutions. Leverage your expertise in Lightning Web Components (LWC), Flows, and Automation tools to streamline processes and improve functionality. Collaborate closely with internal teams to ensure seamless ticket resolution and customer satisfaction. Maintain a comprehensive understanding of Salesforce best practices and stay up-to-date on the latest fea...

    $15 / hr (Avg Bid)
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    Get Bonzo CRM Integration 5 days left
    VERIFIED

    I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our project.

    $11 (Avg Bid)
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    I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.

    $288 (Avg Bid)
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    I am looking for a skilled developer to create a user-friendly desktop application interface that integrates a machine learning model. The primary goal of this application will be to evaluate student applications in real-time. Key Features: - Real-time evaluation feedback: The application should provide instant feedback on student applications, based on the integrated machine learning model. - User authentication: The application should include a secure user authentication system to ensure only authorized users can access and use it. - Data visualization: The application should have data visualization capabilities to help users understand the evaluation process and results better. Integration: - The application will need to integrate with existing systems or databases. The specifics of ...

    $1140 (Avg Bid)
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    **Job Description:** **Title:** Development and Implementation of an Outgoing Predictive Dialer System **Description:** We are seeking an experienced freelancer to develop and implement a robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneou...

    $1665 (Avg Bid)
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    I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization and efficiency improvements - Strong proble...

    $37 (Avg Bid)
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    Currently, I'm using Fluent as my email service provider and need a professional to automate our newsletter and welcome emails. We're a small company with less than 1000 subscribers, looking to improve engagement. Desired Skills: • Fluent CRM proficiency • Email marketing expertise • Experience with automation of newsletters and welcome emails Responsibilities: • Setting up automation for newsletter and welcome emails • Training our team on how to maintain and update these automated systems Only serious freelancers with solid references are encouraged to bid. Please include evidence of similar projects undertaken in your proposal.

    $31 / hr (Avg Bid)
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    I am on the hunt for an operations manager with a major focus in blockchain. Ideally, you will be able to help in: 1. Managing our supply chain effectively, 2. Coordinating team efforts, and most importantly, 3. Optimizing our processes. An additional plus if you have experience in the finance sector, as we intend to apply blockchain technology in this field. The main task will be integrating Web3 technology into our existing website to further enhance its operational efficiency. The perfect candidate would be someone who has a solid understanding of decentralized applications, Web3 technology, and prior experience in overseeing operational processes. Your skillset and expertise will be highly valuable in guiding our team to deliver the best results in a dynamic and fast-paced environme...

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    I'm in need of a talented Salesforce developer based in Hyderabad who can provide offline support for custom application development. This project requires your physical presence in Hyderabad, so remote support is not an option. Ideal Skills and Experience: - Proven experience with Salesforce development, particularly in custom application development. - Strong understanding of Salesforce CRM and its various functionalities. - Excellent problem-solving skills. - Strong communication skills, as you'll be required to provide in-person support.

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    I'm looking for an experienced Salesforce expert who can help me with resolving Salesforce tickets (cases) involving varied aspects of Salesforce. Key Responsibilities: - Assistance in Data Migration: I need a professional who can aid in moving data seamlessly within Salesforce. - Workflow Automation: I require help in setting up and fine-tuning workflow automation on my Salesforce platform. - Customization of Fields: Expertise in customizing fields to suit my business requirements is a must. - In-Depth Understanding: I need assistance with Apex, admin topics, Einstein Analytics, LWC, and Aura – so a comprehensive understanding of these areas is crucial. - Specific Features: The ideal applicant should be adept at Apex development, Salesforce administration, Einstein Analytics, ...

    $559 (Avg Bid)
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    I'm in need of a skilled Zoho expert to help me with the following tasks within Zoho CRM, Zoho Books, and Zoho Inventory, as well as integrations with Xero, QuickBooks, and Shopify. Key tasks include: - Data management and organization: Assist in setting up efficient data management structures within Zoho CRM, Zoho Books, and Zoho Inventory to help streamline our operations and enhance our understanding of client interactions. - Reporting and analytics: Create custom reports and set up analytical tools to help us better understand our business performance, customer interactions, and inventory management in Zoho. - Integration with other platforms: As we operate on Xero, QuickBooks, and Shopify for various financial and e-commerce functions, we require seamless integration with t...

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    CRM Expert 4 days left
    VERIFIED

    I need an experienced CRM expert to develop a customer relationship management system tailored for my business needs. Key Functionalities: - Contact Management: In-depth contact organization, segmentation, and efficient communication tracking. - Lead Tracking: Robust lead capture, tracking, and conversion analysis. - Sales Forecasting: Accurate prediction of sales trends and opportunities based on the CRM data. User Base: - The CRM system will be used by 1-50 users, so it should be user-friendly, scalable, and efficient. Integration: - It's imperative that the CRM can seamlessly integrate with other systems, particularly: - Email Platforms: For streamlined communication and lead nurturing. - Social Media: To enhance customer engagement and acquisition. - Accounting Software:...

    $415 (Avg Bid)
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    I have an need for setting up Zoho Inventory with a specific focus on segregating inventory based on brands and categories. This is a straightforward task but I need it done swiftly. Key Requirements: - Basic Zoho Inventory Setup: I need a freelancer who is proficient in setting up Zoho Inventory. The system should accurately reflect the inventory I have and allow for easy tracking and management. - Brand Segregation: The primary focus of this project is to segregate the inventory based on brands. This means I need to be able to easily identify different brands and their respective inventory. - Keeping track of inventory Going in and out. Ideal Experience and Skills: - Zoho Inventory Proficiency: The freelancer should have prior experience in setting up and configuring Zoho Inventory. - ...

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    I am in search of a reliable and experienced administrative support specialist who can assist me with data entry and scheduling/appointment management. Key Responsibilities: - Help with data entry tasks on a weekly basis. The volume is estimated to be less than 50 entries, so efficiency and accuracy are crucial. - Manage my schedule and appointments effectively using Google Calendar and Microsoft Outlook. You'll need to coordinate with me to ensure everything runs smoothly. Ideal Skills and Experience: - Proficient in data entry and scheduling management. - Prior experience with Google Calendar and Microsoft Outlook. - Organized, detail-oriented, and able to work independently. - Good communication skills and the ability to be responsive. If you're confident you can handle the...

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    I'm in need of an expert to develop a vendor registration system for my company. This system will automate the entire registration process for vendors interested in doing business with us. Key Features: - Simplified Vendor Onboarding: The system should allow vendors to quickly provide necessary information. - Document Submission: Vendors should be able to upload business registration documents directly onto the platform. - Verification: The system should be able to verify the submitted documents and inform the vendor of their approval status. Data Collection: - The system needs to capture vendor information including their company name, contact details, and specific business registration documents. Registration Details: - Company Name: The system will require vendors to provide th...

    $683 (Avg Bid)
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    I'm looking for a freelancer who can develop a comprehensive tool for our company. This tool will serve as a CRM, a project management tool, and an employee productivity tracker. Key Features: - **Task Management:** I need a robust task management system with features like to-do lists, task assignments, priority levels, and notifications on deadlines. - **Lead Management:** The lead management functionality should include lead capture, lead qualification, lead tracking, and department-wise segregation. - **Employee Productivity Tracking:** The tool should be able to track productivity across various dimensions such as employees, locations, departments, and cost centers. This should include payroll management, attendance management as well as screen capturing of employees to monitor ...

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    I need a robust and efficient platform that will help in managing incubator operations effectively. This online portal shoule cater not only for startups but also for incubator staff, investors, and our research partners. The following features are essential: - User management: This will facilitate management of all users in the system including startups, staff, investors, and research partners. - Project tracking: It should enable us to track and monitor all incubator projects. - Resource allocation: Feature to allocate and monitor resources for all included startups is crucial. - Recruitment and selection of businesses: Swipe in potential incubatees, and streamline their onboarding. - Performance tracking: Monitor and assess the development of startups enlisted. - Meetings admini...

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    I'm looking for a skilled individual to set up a GoHighLevel a comprehensive CRM system . The ideal candidate will be able to set up the following key features: - Contact management: Ensure that all contact information is properly organized and easily accessible. - Sales pipeline tracking: Implement a robust system for tracking and managing sales pipelines. - Email marketing integration: Set up seamless integration with our email marketing platform for targeted and effective campaigns. This project is for a small team of 1-10 users, so the setup must be efficient and user-friendly. Expertise in GoHighLevel and CRM setup is a must. Looking forward to your proposals.

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    I'm seeking a Salesforce expert who can help me with my Salesforce RLM project. - Convert product and bundles from CPQ to RLM Ideal skills: - Proficiency in Salesforce CRM - Experience in Salesforce RLM is a plus - Strong understanding of lead management best practices Please share your relevant experience and how you can help me achieve my goals through this integration.

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    Sync/send contact data and mapped custom fields between CRM and proposal tool to improve accuracy and reduce manual data entry and double handling. Share events. Apps: Go High Level , Pylon Observer REST API & Webhooks available

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    French-speaking candidates only! My organization is currently leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zoho One and ERP integr...

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    I am in need of an experienced Bubble developer to create a customized CRM system specifically tailored for financial services and their freelancers. This system should be able to: - Track leads: The application should have a robust lead tracking system in place, allowing us to monitor and manage leads effectively. - Manage deals: Deal management is a crucial part of our business. The CRM system needs to support this feature to ensure smooth deal handling. - Provide performance metrics: It's important for us to evaluate the performance of our team. This CRM system should include tools to generate and present performance metrics. Additional features requested for this CRM system include: - Email integration: Seamless integration with email services to streamline communication and ...

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    I'm seeking an experienced freelancer with strong attention to detail to perform data entry into my database. The data to be entered is text-based and extracted from various sources which may have distinct formats. Below are specifics about the job: - Handling Text Data: The job will entail entering a variety of text data into the designated database. - Format Diversity: The data comes from diverse sources, so it does not adhere to a specific format. The ideal candidate must be adaptable in handling different data formats. - Correcting Discrepancies: The freelancer will need to spot and correct discrepancies or inconsistencies within the data sources. Accuracy and keenness to details will be crucial. Ideal Skills: - Proficient in data entry - Strong attention to detail - Good p...

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    I'm in need of a diligent and reliable virtual assistant to assist me with a range of tasks. Here's an overview of the key responsibilities and requirements: - Data Entry: The ideal candidate will be comfortable handling medium volume data entry tasks. This may include various forms of data manipulation, collection, and input. - Email Management: You'll be responsible for managing my email inbox. This includes reading, responding, and flagging important messages for my attention. - Appointment Scheduling: The role will also involve coordinating my schedule and setting up appointments. To excel in this role, you should have experience with: - Microsoft Office Suite, including Word, Excel, and PowerPoint. - CRM Software: Knowledge of Customer Relationship Management soft...

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    I am in need of an English-speaking customer service representative who is proficient in user communication via phone and live chat. Your key responsibilities will include: - Processing customer orders - Managing payments The ideal candidate should be highly skilled in CRM software. Previous experience in a similar role is appreciated. Outstanding problem-solving skills alongside a customer-first approach is a must. Your communication skills, both verbal and written, will contribute to the overall customer experience and reflect our brand image. Your focus will be to assist our customers in a friendly, respectful, and timely manner. Apply if you think this aligns with your skill set.

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    I am looking for an experienced Developer to build a customer support call system for me. Key requirements include: - Inbound Call Transfer: The system should be able to facilitate seamless live call transfer between agents, to ensure our customers receive timely, effective support. - Salesforce Integration: The system needs to be integrated with Salesforce, to provide our agents with the necessary customer data and insights for each call. Experience in building similar call systems, particularly with Salesforce integration, is highly preferred. Please share relevant portfolio items when applying.

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    I'm seeking a professional with proven experience in NetHunt CRM to help set up key workflows and make necessary updates. Key Requirements: - Setting up workflows for lead management, sales pipeline, and customer support. - Adding custom fields to the CRM, including text, number, and date fields. - Creating new fields for newsletters and drip campaigns. This project requires someone who is not only proficient in NetHunt CRM but also understands the specific needs of our business. Strong communication skills are a must, as we'll need to collaborate closely to ensure the CRM setup aligns with our objectives.

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    I'm in need of an expert in Twilio to create a custom contact center solution for my business. Key Requirements: -Automate whats app and other social media msg response -intergrate with CRM solution -other automation The ideal candidate should have: - Proven experience with Twilio development, specifically in the context of contact center solutions. - Strong communication skills and a willingness to understand my unique business requirements. - The ability to work on a flexible timeline and provide ongoing support and maintenance as needed. If you feel you can take on this challenging task and deliver a solution that perfectly aligns with my business requirements, please get in touch.

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    I'm currently seeking a competent Odoo Developer for a one-month project, who should be available at a rate of $5 per hour. The task at hand specifically involves the customization of existing modules to better suit the setup and starting business operations needs of Odoo. Particularly: - The principal focus is on having meetings to help us understand Odoo, setup to customize it to a particular workflow, help customizing the system with our workflow, Help Desk. Sales and CRM module, which needs modification. - Help making a customized Odoo Studio app that involves a form and integrating the submission of the data in that form to go to spreadsheets and also send that submission to a 3rd party website - Setup a series of team automated reminders and alerts that pertain to the status...

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    I am looking for a Salesforce expert who can help me with integrating Salesforce and QuickBooks Desktop. No third party application. Only using java client application on the local machine where the QB is installed. Client will communicate with Salesforce and QB Web connector. Requirements: - Must have experience with Salesforce and QuickBooks Desktop integration - Proficient in data syncing between Salesforce and QuickBooks Desktop - Familiar with basic customization of standard fields for data syncing Skills and Experience: - Strong knowledge of Salesforce and QuickBooks Desktop - Experience in data syncing between Salesforce and QuickBooks Desktop - Familiarity with basic customization of standard fields Please provide examples of previous Salesforce and QuickBooks Desktop integratio...

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    I'm in need of a skilled CRM Developer to create a custom CRM system with a variety of functionalities and stringent data security measures. Key Functionalities Needed: - Contact Management: The CRM should be able to store and manage client information, including their contact details. - Sales Pipeline Tracking: It should track and monitor the stages of our sales process, helping us identify areas for improvement and potential bottlenecks. - Customer Support Ticketing: The system should provide a platform for our customer support team to manage and resolve client issues efficiently. - Job Sheet Tracking: I also require functionality to track repair/service jobs for various items like phones, PCs, cars, bikes, ACs, etc. Platform and Device Support: - The CRM should be accessible thro...

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    I'm seeking a Zoho Desk specialist to set up my Zoho Desk account. My primary objective is to streamline and optimize our support operations. Key requirements: - Setting up Zoho Desk - Configuring Automation & Workflows - No ongoing support and maintenance required, just the initial setup Ideal skills and experience: - Proficiency in Zoho Desk - Experience with configuring Automation & Workflows - Strong understanding of customer support operations If you think you can help me achieve my goals, please get in touch with your relevant experience and a brief outline of your approach.

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    I need someone well-versed in Zoho CRM and Magento2 to assist me with creating and publishing API endpoints. Key Requirements: - Experience in creating API endpoints in Zoho CRM and Magento2. - Proficiency in publishing these endpoints. The Job: - The primary tasks will revolve around developing API endpoints. - This will involve working with Zoho CRM and Magento2. Data Access: - The endpoints are intended to give access to order and product data. Ideal Candidate: - You should have previous experience with similar integrations. - Knowledge of Zoho CRM and Magento2 is crucial. Please include any relevant samples of your previous work when applying.

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    I'm looking for a proficient developer to create an automated document verification system focused on improving the document management process of educational or related institutions. The system needs to handle verification processes for transcripts, certificates, and IDs. Key Features: - Real-time Verification: It is imperative that the system can verify documents immediately upon submission. - Secure Storage: Verified documents should be stored securely, ensuring confidentiality and data protection. - User-friendly Interface: The system should have an intuitive and simple-to-use design to allow effective handling of documents. Integration: - The system should be capable of API integration for seamless incorporation into existing structures. Ideally, the developer should have a s...

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    I'm seeking an expert in GHL to help with a project involving the platform. The specific tasks and the main goal of the project are not detailed, as the user did not provide this information. However, the ideal freelancer for this job should be experienced and proficient with the GHL platform and have the following qualifications: - Proficiency in setting up online payment systems - Experience in customizing GHL platform - Troubleshooting and bug fixing skills - Ability to implement new features on the GHL platform Please share your relevant experience with the platform and let me know how you can support my project.

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

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

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

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    Zoho Mail Filter to WorkDrive 18 hours left
    VERIFIED

    I need a Zoho expert to help me set up a system where emails that match certain keywords in the subject are copied to a specific WorkDrive folder. Ideal Skills and Experience: - Proficiency in Zoho Mail - Experience in email filtering - Knowledge of WorkDrive system Please note that I want the emails to be copied, not moved, to the WorkDrive folder. I need both incoming and outgoing emails to follow the same method. I work in an office with 15 others and we get new cases meaning new filters frequently, so I'd like a method to be able to update their filters without needing them to redownload anything, sort of like a central hub from my computer. If there is any way for that to be done, I'd like to know the method.

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    I'm looking for a dedicated professional who can assist me with appointment setting. My business is diverse, incorporating Cryotherapy, Accupuncture, Auto Detailing and Real Estate. Key Requirements: - Set 10-20 appointments per day. - Must use phone calls as the primary method for setting appointments. Skills and Experience: - Proven experience in appointment setting, ideally within multiple industries. - Excellent phone manner and communication skills. - Ability to manage and track appointments efficiently. - Understanding of the Cryotherapy, Accupuncture, Auto Detailing, and Real Estate industries would be a big plus. Please note that this job is for setting appointments only, no sales involved.

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    As a business, we're seeking a skilled Salesforce Developer who specializes in the customization of workflow processes. The potential candidate should have experience in: - Tailoring existing Salesforce modules - Creating new Salesforce modules - Integrating Salesforce with other systems We have a particular focus on sales processes. Therefore, it's vital the developer can innovate and automate our sales flow processes. This task includes, but is not limited to: - Lead generation and tracking - Sales pipeline management - Sales forecasting Expertise in these areas will significantly streamline our operations and enhance our sales processes. Looking forward to meeting highly experienced and professional Salesforce developers for this project.

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    I need a Zoho Creator expert for my project to increase efficiency, streamline data management and improve collaboration in my team. The main features required include: - Building data entry forms: This will allow for standardized and organized input of data. - Workflow automation: To streamline the operations and reduce the manual workload. - Report generation: For quick and easy access to the information when required. There are no third-party applications integration needed for this project. Ideal freelancers for this task have a strong background in Zoho Creator and understand workflows. A proven track record of creating efficient systems will be a significant advantage.

    $105 (Avg Bid)
    $105 Avg Bid
    10 bids

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

    $11 / hr (Avg Bid)
    $11 / hr Avg Bid
    14 bids

    I need a professional to help me with the setup of my Google Ads account and integrate it seamlessly into my GHL platform. I'm looking to generate leads to grow my Sales Consultancy business and need someone with expertise in this area. Key requirements: - Setting up Google Ads account: As I've already created the account, this job entails optimizing it for maximum lead generation. - GHL integration: Ensuring that the ads are integrated effectively with my GHL platform is crucial. This will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales...

    $100 (Avg Bid)
    $100 Avg Bid
    27 bids
    Zoho integration 32 day left

    I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.

    $221 (Avg Bid)
    $221 Avg Bid
    54 bids

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