CRM Jobs

We need to customize and operationalize Zoho One apps. This is basic customization and set-up per the required processes

I would like to talk to an individual or a company who can provide white label technical support to my clients. This includes resolving issues with Microsoft Dynamics 365 and Power BI and building additional relationships and dashboard upon request. Please only apply if you are proficient with Dynamics 365 (development and support) and Power BI. I would like to work with a person or a company on...

Lead Management, Team Management, Contacts (Import & Edit), Dialer Mobile App, Email Marketing (Template), Attendance, Add Remove User, Assign Project to manager. *Please check document and images for reference

I have created a student grade report in Excel. I have about 150 students who need their individual student grade report. I have all the gradebook data entered into Excel along with the student grade report. The area I need help in is to have a macro of some kind fill out this Excel tab (student grade report), 150 times. I then want those 150 reports to be converted into a PDF and saved on my ...

I need someone to help me setup 2 simple reports within Zoho Analytics, I have already imported the data: 1. Lead Generation broken down by date range / tag / lead owner 2. Conversion rate broken down by date range / tag / lead owner

CRM System and able to connect with Whatsapp : need as importent : - CRM can manage all customers and there history - Whatsapp connect to it - whatsapp can log in to more than 1 agaent in same time

I am a sales coach who works for small business owners in the B2B space. I am looking for someone to manage my CRM and cold call prospects.

Necesito un sencillo crm para una tienda en la cual quiero tener en mi base de datos: -mis clientes -los productos que le he vendido a cada cliente -las gestiones/iteraciones que ha tenido cada cliente con nosotros (solicitud de información, queja sobre un servicio, etc) Las 4-5 tablas que serían necesarias con sus respectivos campos ya las tengo definidas (tabla interesados, tabla c...

Hello, I'm looking to get a Salesforce architect on retainer. We develop/operate a product that integrates with Salesforce, and occasionally we have some low-level questions or issues that we'd love to discuss with an experienced architect. What we'd be looking for is to have someone available to respond to an occasional email or jump on a call to talk through things we're seei...

I have a basic Invision Community setup. I need to rearrange some of the elements, and add a Chatbox, and learn how to upload content. I need someone who will guide me to make these changes so that I know how to modify the site on my own in the future. I've listed this as a one time project, but if it goes well will ask for further development work as the site becomes active. All I need...

Only expertise on Health cloud

I need ZOHO CRM expert, more than 5 years of experience. Along with that You should know Angular 5 or more. You have to work in existing project. Not for freshers and don’t forget to share the sample of your work. Otherwise your bid will not be considered.

perfex crm product wise discount customization in sales transaction

Hello. We are looking to extract our CRM data. Currently there is 'no export' feature. I will need a quick and efficient solution in extracting all of data in a clean format. Do you want the job?

Hi, I hope you are doing well! I am developing a Saas (Software as a Service ) Products Like Zoho, Salesforce, and few software products for restaurants as well. I am looking for a marketing expert who can help me in making digital marketing strategies for my products. For more details, I want to schedule a zoom meeting.

I need someone who is very confident with a great experience in Mule-3 and integration with Salesforce,Workday, Sisence and other relational databases. [accedi per visualizzare l'URL] will work as a support to a developer in a project. [accedi per visualizzare l'URL] must be available atleast 4hr/day. 3. The working hours is in USA time zone.

I am looking for a NetSuit expert who can lead team for implementing NetSuit instance. Need more than 8 years of experience with the ERP module, the CRM module, the Order to Cash Module, Procurement module, Fixed Assets module, etc.

Our Dynamics CRM is 2016 on-prem we got an error when trying access the CRM using IFD. also adfs service is refused to start furthermore, I noticed that there was a security issue with high traffic in the servers that may be the cause of the problem.

leads invoice lead assign to agent student login document upload bulk import and export creative dashboard university login by country call reminder option for agents role permission

We are a group of companies that operates in various different industry. We currently use Zoho people for HR and as a centralized approval system for such things as payments approvals and Purchase approvals. Our finance team also uses Zoho Books for each division under the group. I am looking for a Zoho Developer to integrate our systems and automate workflow to our requirement between Zoho Peo...

We are looking for an experienced developer on an ongoing basis who can help with various development items and more complex customizations, workflows and reporting within Microsoft Dynamics 365/CRM. Experience setting up and integrating with Microsoft Dynamics 365/CRM is a big plus with examples of past projects ideal. Please note that this is going to be an on going project - lot's of work...

Preference given to Educators/students provided students are engaged ( Project requirements include but are not limited to Website Works with QuickBooks Works as CRM Customers can build their own quotes Customers can pay online as well as schedule online Customers can make products elections online witch get submitted to the supplier Customers and vendors can upload products description and pric...

we would like to implement help desk system / ticketing system Zoho desk/ fresh desk/ bitrix / zen desk or other in our [accedi per visualizzare l'URL] majority of our tickets (about ten tickets daily are coming from phone calls). 6 agents and admin at the beginning. System should have following features: 1. ability to use polish numbers for calls and sms 2. creating tickets from calls, emai...

Fix SuiteCRM does not save email settings problem. Maintain & Deliver a detailed report of all files touch, modified, created and placed on our servers. This will be verified in detail. Any variation of freelancer report and findings by our engineers will be considered a breach of this contract. Simply keep a contemporaneous report and there should be no problem. RFI's will be made verbal...

Busy Business Law firm seeking assistance with setting up Dubsado Workflows, client portal and overall documents within the firm. A systems professional needed to ensure all of the back end systems are functioning correctly! Want to make improvements to enhance client and team experience.

We need to create a Vendor Database Management Application on Zoho. Along with database storage, it should provide feature of advance search option, reporting, analytics and rating mechanism.

I have an up and running website on Zoho commerce now I want to migrate to storehippo integrated with zoho inventory.

Hi Adelaide Kitchens and Bathrooms is seeking an experienced CRM person. Expectations 1- Select the best CRM system to assist with the complete management of business from lead generation through production and final completion. 2- Develop easy to use quotation system on access data base. 3- Develop easy weekly reports. Only experienced and highly skilled need to apply.

The project would involve Basic Setup of CRM apart from User administration setup, Master Migration, Workflows setting (around 30) & Customisation if required

I need a freelancer with experience in WhatsApp integration. I Attach a document.

Hi I want to develop a module for perfex crm which connect with zapier API

Require custom apps developed

Translate bitrix24 crm from english to italian (PHP). The freelancer must know the management system and know how to translate all the texts into Italian.

Necesitamos programar la integración entre la aplicación de help desk OsTicket en su versión Open Source con nuestro CRM propio, desarrollado con MySQL. Esta integración está orientada a lograr la sincronización de los clientes que se conectan en el help desk con la base de datos del CRM. Es decir que se mantengan los mismos usuarios y password entre amba...

We need a web based sales order processing system, where we can initiate a Sales Order and track the multiple deliveries related to the sales order, until it is closed. We should be able to upload QC Reports (Excel files) for the each delivery. Customer should be able to track their orders by logging in to their account.

I am using Vtiger CRM and I want some customization in my CRM, I wanted to add some menu. Please contact me for detailed discussion

Preluare date prin SQL din CRM -Salesforce, Talkative prin acces API. Creare interfata de prelucare si interpretare a datelor conform cerintelor ce vor fi comunicate ulterior.(partial din fieiserul atasat) Experienta in interpretarea datelor ar fi un avantaj.

We are a small team in Germany that recently started working with Salesforce. We now need support in customizing and setting up the system according to our needs, uploading contact information etc.

We are looking to work with an experienced developer on an ongoing basis who can help with various housekeeping items and more complicated customizations & workflows within ZOHO Projects/CRM. We are starting to create email workflows through Zoho Campaigns so having experience setting up sequences that pull emails from ZOHO CRM is a big plus.

Hello Freelancers, We are looking for Sugar CRM expert for 6 months contract. The candicate must have minimum 3years of experience. Thanks, Ashok

Soy economista y hemos encontrado plataformas donde la gente puede obtener altas rentabilidades por sus aportaciones. Necesitamos personas que puedan ofrecer este servicio por internet o teléfono. La remuneración del vendedor será a comisión.

I want to create a portal for my clients e shop and a porta for social marketing

I need someone, who can help me with preparing standard professional ERP Order Management documents for my company. The documents should cover ERP order management in all aspects, as well as Salesforce Sales order process training.

Looking for a freelancer who can spend minimum 5hrs a day. Please apply for this project only if you meet our below job description Job Description: Minimum 5+ years of development and design experience in the [accedi per visualizzare l'URL] platform. • Strong knowledge and Hand-on development using [accedi per visualizzare l'URL] developer toolkit including Apex - Controllers, an...

I need to do an analysis for a CRM case study; • Situation Analysis (background to the issue) • Objectives (Statement of issue to be addressed) • Options to Address Objectives (list all options the company could undertake, including status quo – do nothing different) • Evaluation of Options (provide detailed evaluation, calculations 'customer life-time value and othe...

Support for Salesforce Applications in Classic - Visualforce & Apex

Hey there, we are using salesforce and we want to make all export shipping documents (invoicing, Proforma Invoice, Packing Details, Tax invoice, labels) in salesforce. Coding is already done, documents already prepared. We are looking for a salesforce developer who can create some more export shipping documents based on merged orders and partial orders in salesforce. Please Contact if you are int...

Set up of Dolibarr ERP CRM, billing template, offer template parts and consummables, offer intervention, stock inventory and so on for a small company in Switzerland

Vendor Invoice Portal 1. Import from Excel PO No, Vendor Code , Vendor Name ,... 2. Invoice Submission - Search P O Order ( Display Imported data ), select delivery doc numbers, enter invoice number, date ,attach file, amount etc 3. Assessment / Observations screen - Assess the invoice submitted by observer and give feedback whether the invoice is accepted or rejected 4. Vendor Invoice Approva...

Vendor Invoice Portal 1. Import from Excel PO No, Vendor Code , Vendor Name ,... 2. Invoice Submission - Search P O Order ( Display Imported data ), select delivery doc numbers, enter invoice number, date ,attach file, amount etc 3. Assessment / Observations screen - Assess the invoice sumitted by observer and give feedback whether the invoice is accepted or rejected 4. Vendor Invoice Approval...