Phone apps for managing projects
I am the CEO of a non-profit organization and I'm needing someone to learn the Bloomerange CRM Donor database and to follow up and nurture my donors on a weekly and monthly basis. Follow up by newsletters, phone calls, reports on how we spent their donations, send birthday cards, etc. This process is to make our donors know we appreciate their partnering with us to accomplish our mission. Please view the video to see what we do and how important following up with our donors is to our organization.
I need help identifying, setting up and inputting customer data into a CRM System, and allows basic business contracts to be e-signed. I need a system that can log emails and phone conversations at a low cost per month.
EarnNBurn CRM solutions (hereby referred as ENB) is looking for Marketing and Sales representatives who can assist in sales and marketing of their suite of CRM applications. The list of CRM Applications include - Loyalty Management System - Billing or Point of Sale System - E-commerce website hosting platform Please be mindful that it will be B2B sales and marketing and potential sales target would be businesses who could benefit from the above list of CRM applications. Businesses use ENB provided platforms on monthly. quarterly or yearly subscription basis, and hence the payment or monetary reward will be awarded based on number of licenses for each application sold to potential businesses. The sales member can earn no less than 10% on the yearly subscription charged by ENB to the veri...
** Freelancer must be located in US/CA/AU/UK or a developed country in EU. If you are located in India, Bangladesh or the Philippines please do not reply. * Experience working with Konnektive's API is required. Here is a link to their API doc: Job description: I am looking for someone with experience working with the CRM Konnektive. The task is installing their billing and member management API on my site:
Unsere Kunden jeden Tag aufs Neue glücklich zu machen ist unser Antrieb! Deswegen arbeitet das Springlane Customer Happiness Team, bestehend aus über 30 Agenten täglich daran, alle Kundenwünsche zu erfüllen. Bereits seit über zwei Jahren arbeiten wir mit Freshworks (Freshdesk) und können so bereits jetzt einen hohen Leistungsstandard garantieren, dennoch möchten wir uns ständig verbessern! Wir suchen einen qualifizierten, motivierten und erfahrenen Freshworks Consultant / Freshdesk Consultant (m/w/d), der zusammen mit uns, unsere Prozesse und Arbeitsweise analysiert. Ziel der Beratung ist die Optimierung und somit optimale, effiziente und vollumfängliche Nutzung der Software. Wir möchten prüfen, ob wir die Möglichkeite...
I need CRM software like Zoho. Need to manage leads, follow-ups, deals, closures etc. Please send me your portfolio link and I will share flow diagram to right candidate.
Nous souhaitons mettre en place une solution SSO afin de gérer l'authentification de nos adhérents à nos sites. Nos adhérents seront dans notre crm, . la solution SSO devra utiliser api de notre crm pour créer des accès à un utilisateur en fonction de sont statut dans notre crm. L'adhérent pourra alors se connecter à nos différents sites internet.
We are looking for a friendly sales focused VA to assist our business with creating excellent sales pitches, meeting new provider partners, and fostering good relationships with these partners to maintain future business. Looking for a charismatic and skilled sales consultant to approach potential partners and inform them of our app. To be successful as a sales consultant you must have excellent communication skills, meet goals/objectives while remaining polite and helpful to clients. Sales Consultant Responsibilities: Reach out to potential clients to inform them about our app. Create compelling sales pitches. Build and maintain relationships with partners . Generates new leads by engaging with potential partners . Uses the Internet to push app signups to a given target market. Finds n...
Hi All, I need help understanding this feature. Zoho are hard to deal with and are very slow to respond. I need to better understand the bots option and which one is best for my company I need to create the bots and build a guide for the office team Thanks
Need a GoHighlevel Expert to work with us on an ongoing basis. ✓✓ Building any type of funnel and snapshot ✓✓ Automating Prospecting ✓✓ Automating Onboarding Processes ✓✓ Fully Automate Digital Agency Services ✓✓ Fully Automate Any Business Processes ✓✓ Setting up campaign ✓✓ Setting up Sales Pipeline ✓✓ Setting up Triggers ✓✓ Creating Forms and Surveys ✓✓ Export / Import Contacts ✓✓ Tagging ✓✓ Setting Up Templates ✓✓ Setting up Calendars and appointments ✓✓ Facebook lead ads integration ✓✓ Setting up Mailgun, SMTP, Different Email serivces and Twilio ✓✓ Setting Up Custom Fields and Values ✓✓ Connecting Custom Domain ✓✓ Call tracking ✓✓ Setting Up Reporting ✓✓ Creating, Importing and Exporting Snapshots ✓✓ Building landing pages, ✓✓ Developing websites ✓✓ Developing membership sites ✓✓ ...
I have project and need to implement and customize Perfex CRM. Please send me 2 your past working and links. Please bid if you are expert for Perfex CRM and Codeigniter with my budget. I will ask technical questions. Don't bid wordpress and laravel developer. Also you have to update every 4 hrs. Budget: 250-300USD. Deadline: 4-5 days. Milestone : 2 phases Thanks.
I want to make integration vtiger invoices with ZAKAH and Dakhal in KSA to be electronic invoice I have all the SDK documentation to built the integration it is already attached
Using vtiger and PHPlist (bulk emails are sent via a PHPlist plugin, but only when a campaign is created in VT). Emails show sent in Vtiger but contacts are not getting the emails. Single emails get sent by VT but mass are not getting thru (use VT list view to send out to max 100 contacts, if more then it is piped thru the PHPList). Mass emails via VT or PHPList are not going thru (as mentioned single emails are getting thru). Site is a live site hosted on a shared server (cpanel) .. prefer to work via teamviewer and cannot share login info.
We are using Podio as our CRM We need you to help us do some modifications here and there, this is a long-term project if you'll do a good job. About you: - You have good English - You have good communication skills - You are very experienced with Podio and globiflow - You are a fast worker - *You have 3-5 hours a day availability* - very important! If you think you're up for the job, let me know why and give examples of your recent jobs, preferably in the real estate area
Llamar a clientes desde una plataforma llamada Salesforce para tratar de incentivar a adquirir o comprar segun la promoción terrenos al norte de houston tx. Tratar de conseguir citas diarias para que vayan a ver y comprar los terrenos. Asistirme en algunas situaciones como registrar a un nuevo prospecto entre otras cosas.. el cargo es por producción sin embargo ofrezco $40 semanales fijo mas un incentivo de $30 por cada cliente de cita que vaya y compre.. a medida que aumente la producción en el tiempo se ajusta los incentivos. Tener una computadora y buena conexión a internet [Removed by Freelancer.com]
New idea about CRM that putting people together and create business model Please choose from open source CRM Please explain in details how you will choose CRM and integrate these features 1- USER CREATE A COMPLETE PROFILE - NAME - Full introduction (Will supply the format) - Business or service Headline - Personality test and match up (API) 2- INTRODUCE BUSINESS IDEA OR SERVICE - or business for sale (need to copy this calculator ) into the CRM - SERIES OF QUESTIONS REGARDING THE BUSINESS IDEA OR SERVICE - ASKING FOR A SERVICE OR MONEY (Will provide the format) - Profit and Loss Statement (API) - - PROFIT SHARE OR PARTNERSHIP (Will provide the format) - Keywords generation SEO tools (API) 3- Applicant ask user to invitation 4- NDA agreement signed ()&firstPage=true ...
Atendimento ao cliente, elaboração de propostas e orçamentos, atualização de CRM. Planejamento, Produção e organização de eventos corporativos de pequeno e médio porte. Participação em reuniões de brainstorm e auxílio na concepção de conceitos criativos, acompanhamento, alinhamento de cliente e criação. Negociação com fornecedores, contratação, coordenação e treinamento de equipes.
Need and php experienced developer who has experience with Dolibarr who can integrate/interface with an external app (SDK available) to covert the dolibarr invoice to json file that will get digitally signed and a copy sent to tax authority and a copy to the customer. B2B cloud platform.
Need to duplicate Perfex Staff member as role, and rename it as Agent. The idea is to have independent employee, who has all the same features as normal employee already in Perfex, but Agent needs to have a separate Login area. So basically originally Perfex has 2 users, Admin and Staff. We need 3rd, which is Agent. It has to work exactly the same as staff member. Needs to as separate module for Perfex. It needs to work with all other modules that Perfex offers. It need to be built on bootstrap5
I am looking for a candidate who has very good experience on Apex/LWC/Aura Developer. I will give one assignment to test your skills. If you clear that then I can pay you 7 USD for initial 10 hours. After that, Based on your skills, I can give you better rates. New Candidate on freelancer will be given Priority.
i work in cash on delivery i want crm to manage my team and my order like this CRM Translate the interface to understand the basics How long does it take * How much does it cost me financially
Hi, we are looking to develop a CRM which will be integrated with the payroll and accounting. If you have any experience and can show us the previous work you have developed then we would be interested to speak to you. Kindly send us the portfolio that is related to this project and we will contact you to discuss further. Thanks
hello, so we want someone who has worked or has done a booksy style app or web based system for bookings.. so please DO NOT auto bid or offer to work unless you have done work or know booksy and can act fast.
crm capable to capture lead from all social platform like mail. whatsapp facebook etc. multiple user with different rights. lead managment, quote management payments management. and payout distribution management. mis reports. policy/customer management. integration with whatsapp/sms/mail. marketing tools. auto workflow required.
Features needed: - Flight search widget for website. Pulling airport data from API. Data needed; takeoff airport, landing airport, date, passengers, name, email and phone. - Be able to pull website leads into CRM system. - Option to be able to contact customers and leads in CRM system via email, sms or phone. Have communications with customers organized in CRM. - Option to create professional quotes in CRM. Pulling data from lead form fill into the quote; takeoff airport, landing airport, date, passengers, name, email and phone. Responsive quote that can be open on mobile or desktop. - Option to send e-signature documents from CRM system. CRM keeps track of signatures, documents and communications. - Option to send payable invoice to customer from CRM system. Be able to track leads...
I have installed SuiteCRM I have installed WooCommerce I have a plugin that works, from but it doesn't as expected. this one. I need an expert that can use the open source SUITECRM. What is the flow that we are seeking When an order is placed > Create Contact (if it does not already exist), EMAIL Main field. > Create "custom conversion" called "Course bought". (either we rename Leads and contacts or we create new custom field in SuiteCRM) I need also passed the custom fields from the product in woocommerce (that the plugin does not do). I am also open to suggestions in order to fix this. I also need to link the "Course Bought" with the "contact"
We have 10 Salesforce licenses to handle our NGO data. We are looking for a specialist capable of implementing, configuring, and taking advantage of it. The first job is to implement it, then we want to hire the best one to work with us in the constant handling of the tool. Category: Digital Marketing and Sales Subcategory: Data Analytics Project size: Medium
I currently have a Filemaker solution that I would like to convert to a different format. Its based on online form management with a few features to control who can view, edit or delete forms. Also, their is an approval process, based on user role. A form creation component will be needed to add new form type and form fields in the future. Remote and on device signature capture will be required. Forms will be related to client's profile, this is not for marketing purposes. We are a small therapy office, so all forms will be related to a client's profile. When searching forms (multiple types of forms), results should appear in one list, NOT on separate tabs or something. System will require multiple search criteria (ex: Client Name, Date Range, Status, Author, Form Name, Service...
La idea cuenta de 2 partes: La primera es capturar información e integrarla con zoho crm. La segunda es entregarle a la persona que ingreso la información resultados. Estos resultados fueron calculados a través de la información que ingreso en la parte 1. Lo critico es poder asegurar la captura y gatillar el envio de datos a zoho crm y que no quede en ingresar los datos entregar el resultado pero que no se envié la información a zoho crm
I need a WhatsApp centric CRM where I can create multiple-agents accounts and use this tool as support and sales desk to communicate with users. Modules required: manager 2. Auto responders/ chatbot integrations 3. Invoice generators 4. Admin dashboard to create/monitor agents
We need technical support for Zoho Forms integration with Zoho CRM. We would like to be able to pre populate some fields with data from existing fields within the form where relevant so that a user doesn't have to input same information twice. We would like to be able to add an additional module into CRM so that form data can be captured on CRM and is searchable/reportable. We want to make sure our form is fully optimised and we are using all the available features to us.