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Posted at one week ago
Stop Podio system (Leads App) from creating duplicate leads. When the same lead contacts us more then once the system should update the existing lead and not create a duplicated lead. We use Podio, globiflow, and Callrail. Must have experience with Podio and Globiflow
Apply On This JobPosted at 2 weeks ago
I am looking for someone to help customize free version of Insightly CRM for Real Estate and Taxes & Financial Services. This would include creating activity sets, work-flows, pipelines, email templates. If I cant that, I am also interested in a excel based crm created to use for my officewith similar features. We can discuss th...read more
Apply On This JobPosted at 2 weeks ago
looking for someone who can help bring all of the current softwares we use (Mindbody Online, UpShot, NeonCRM, RegOnline event management software) to one place. We are a busy nonprofit with a lot of moving parts and have discovered that the softwares we are currently using are not helping us with efficiency and growth. So many t...read more
Apply On This JobPosted at 3 weeks ago
Looking to switch my job management from MS Access to Odoo Community Edition but can't quite get the configuration finalized correctly. Some workflow I do isn't matching up with what is available with Odoo. I am also looking for branding adjustments (adding my logo where appropriate and removing Odoo logos and remnants as the...read more
Apply On This JobPosted at 4 weeks ago
Looking for some one who can configure Management software in accordance with company's requirement.Needs one who can explain the feature and their usage.Must have a complete knowledge of CRM, Telephony , reports etc
Apply On This JobPosted at one month ago
I have set the job price at $50 but I am willing to negotiate on the price if you're good with Podio. Let me know what you would charge for this type of job.I am looking to build out a workspace on Podio that includes the following features:- texting through Twilio (outing & incoming)- Sending emails from my email, receiving the...read more
Apply On This JobPosted at one month ago
Develop clean instance of vtiger so it allows for creating new job posting for remote employeeswith automatic selection of those who meets criteria. Criteria: 1. service type2. expertise3. source language4. target language 5. RatingVtiger instance will have installed Workflow Designer (from Redoo-networks).Please deliver the ide...read more
Apply On This JobPosted at one month ago
We have inlisted Pipedrive as our CRM and we are loving all the features but aware that we may not be using all of them and maybe not using some correctly. We are looking for a pipeline expert to help us properly setup or CRM to create an automated sales system.
Apply On This JobPosted at one month ago
-->Salesforce Sales Cloud - Multipicklist-Select additional box implementation-->Salesforce Developer
Apply On This JobPosted at one month ago
We are using continuity CRM with that needs to be API integrated into go daddy web builder that is using html/css coding to run the site.
Apply On This JobPosted at one month ago
Knowledge & Experience5+ years of experience implementing, configuring or administering Salesforce.com2+ years designing and maintaining complex user roles, security, profiles, and workflows rules.2+ years using data loading tools.2+ years creating reports and dashboards.2+ years experience with Lightning upgrades/migrations fro...read more
Apply On This JobPosted at 2 months ago
Set up crm system. (Currently using Prosperworks, must have feature (1) gmail automatic integration to pool emails coming from a contact to different team members (2) automatic data gathering (3) field customisation up to 20-25 fields)- 1 We need consultancy to understand if we can do cost efficiency moving to another crm who ma...read more
Apply On This JobPosted at 2 months ago
Hi there! We have a client that would like to integrate their WordPress site with Salesforce to reduce manual work needed to keep the 2 systems in sync. Right now they are manually moving information between the 2 systems. We would like someone to work ideally with CF7 forms, and connect them to the Salesforce API. (But if you t...read more
Apply On This JobPosted at 2 months ago
We have an existing ZOHO+ Account (CRM, Social, Project) set up for our Real Estate Sales & Real Estate Development company, but it is not complete and I believe it can be better set up. We need help determining best use in order to shorten data entry time and maximize the usage. Apps/Modules need to share information between ea...read more
Apply On This JobPosted at 2 months ago
We have switched CRMs over the last few years and we are looking to go to a tool that is more comprehensive and can fit our growing needs. We would like to move to Zoho CRM and the Zoho Suite of tools to execute this. Before we do this, we want to be clear that the CRM will fit our needs and that we can effectively use it. Right...read more
Apply On This JobPosted at 2 months ago
I need a few things done, cost is important to keep low. If you can help me I can keep the money flowing. I will share some document with complete requirements with shortlisted candidates.
Apply On This JobPosted at 2 months ago
Want soneone with experience with email management Advanced KnowledgeSending out campaignsCampaign analysisExperience with Mailchimp, SendGrid or other similar servicesAbility to grow listsEasy to work withWork with CRM, spreadsheets etc.Tell us about your experienceWork with white hat techniquesWork with compliance
Apply On This JobPosted at 3 months ago
Intergrations with zoho and google zoho tech support and tracking leads The option of working together more often
Apply On This JobPosted at 3 months ago
Stop Podio system (Leads App) from creating duplicate leads. When the same lead contacts us more then once the system should update the existing lead and not create a duplicated lead. We use Podio, globiflow, and Callrail. Must have experience with Podio and Globiflow
Apply On This JobPosted at 3 months ago
We need to audit the CRM set up for a client.Currently, the client is not happy with the setup and issues like data inaccuracy and gaps prevail
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