CRM Jobs

a marketing agency who takes care of end to end process of lead generation to retargeting to conversion - by all means - using CRM, IVR Calling, Whatsapp API and Meta ads in the field of ed tech

I need a hands-on business development manager whose primary mission is to fill the top of our sales funnel. The immediate focus is lead generation across the Technology and Healthcare sectors, identifying decision-makers and nurturing them until they are ready for our sales team. The reach must go well beyond our local area; I want fresh, qualified prospects from both national and international markets so we can keep multiple geographies in play at once. While Technology and Healthcare are the priority, showing me you can adapt your prospecting playbook to additional verticals later—Finance, for example—will be a plus. You will be responsible for: • Building and maintaining targeted prospect lists with complete contact data. • Crafting outreach sequences (e...

I am ready to add a full-time, on-roll Sales Representative to the BharatPe team to accelerate our presence in the local market. Your core mission will be twofold: consistently generate high-quality merchant leads and keep me informed with fresh, data-backed market intelligence so we stay ahead of competitors and regulatory changes. Day-to-day you will: • Scout and qualify new merchants in the area, capturing contact details, transaction volumes, and pain points. • Conduct structured market research—pricing audits, competitor product comparisons, and consumer trend spotting—and translate findings into concise weekly summaries. • Feed both streams of information into our CRM, ensuring the pipeline and insight dashboards stay accurate and actionable. Success ...

Cerco un freelance esperto di HubSpot CRM per un breve percorso di affiancamento operativo. Lavoro nel settore eventi corporate e sto utilizzando HubSpot per sviluppare e gestire il new business della mia agenzia. Non mi interessa un corso teorico né una formazione standard: cerco una persona che, lavorando direttamente sul mio account (online o a Milano), mi aiuti a ottimizzare la configurazione e ad acquisire autonomia sugli aspetti che utilizzo quotidianamente. In particolare vorrei lavorare su: • organizzazione e pulizia del database contatti • segmentazione per settore merceologico • pipeline commerciale • task e follow-up • liste dinamiche • dashboard e report essenziali • integrazione del lavoro commerciale con LinkedIn L'idea è ...

I run a jewellery business that needs a single, unified system to streamline inventory, billing, CRM and reporting across gold, silver and diamond lines. I’m looking for an experienced developer or team that can deliver both a browser-based interface (mobile responsive) and a lightweight desktop client, giving my staff the flexibility to work from the sales counter, back office or on the move. Core scope • Inventory Management for precious metals and stones • Stock Inward & Outward with barcode generation / scanning • Sales Billing compliant with Indian GST • Purchase & Vendor Management • Customer Management with basic CRM features • Repair / Job-work tracking • Role-based user permissions • Real-time dashboards, print...

I need an Android app for transportation accounting, staff, and business management. The app should integrate with CRM and payroll systems. Key Features: - Accounting Management: Track expenses, revenues, and generate financial reports. - Staff Management: Monitor employee schedules, performance, and payroll. - Business Management: Oversee operations, logistics, and resource allocation. Ideal Skills and Experience: - Proficient in Android app development. - Experience with accounting and management software. - Familiarity with CRM and payroll system integrations. - Strong UI/UX design skills for a user-friendly interface. Looking forward to your proposals!

I run a web development agency that specialises in Custom Website Development and end-to-end Business Web Solutions for the e-commerce sector. I’m ready to expand our reach on an international scale and I’d like a driven commission-based partner to help me do it. Your role is simple but crucial: find, qualify, and close e-commerce businesses that need a fresh, high-performing website or a tailored web application. You can work any region or time zone you like as long as the leads are genuine and decision-ready. What you’ll handle • Prospecting: research brands, scrape or purchase lists, work LinkedIn, cold email, cold call—whatever channels you know best. • Qualification: confirm budget, project scope, and timeline fit. • Pitch & follow-up...

I am personally based in Germany since 2002, and my company offering full-stack AI solutions and Web Development services. We have a complete in-house team ready to deliver, and we are now looking for an experienced B2B Lead Generation Specialist to help us scale our client acquisition. Please Note: This is a commission/percentage-based role. You will earn a percentage from every deal that closes from your leads. No fixed salary. About Our Services: AI Services: AI consulting & strategy Machine learning & model development AI automation & workflow integration Chatbot & NLP solutions Computer vision & data intelligence And more across the full AI spectrum Web Development Services: Custom coding & web applications WordPress development Shopify & eCommerce solu...

Estou em busca de um Sales Development Representative que assuma a prospecção ativa da minha empresa. O objetivo é gerar leads B2C voltados a profissionais estabelecidos — executivos, gestores e autônomos que tenham poder de compra e decisão. O que preciso que você faça: • Mapear canais eficazes (LinkedIn, e-mail outbound, grupos online, eventos) e definir a cadência de contato. • Construir e manter uma lista de contatos qualificados contendo nome, cargo, empresa, e-mail e telefone verificado. • Realizar o primeiro alcance consultivo, identificar necessidades e classificar o nível de interesse. • Registrar todas as interações no meu CRM (uso HubSpot, mas aceito sugestão de ...

The project centres on building an AI-powered customer-relationship-management platform where data analytics integration shapes every decision. Advanced personalisation remains a key theme, yet the first milestone is a robust analytics layer able to ingest multi-channel customer data, surface predictive insights in real time, and feed them back into the CRM for automated, highly targeted experiences. To guarantee a product users love, the plan also calls for continuous A/B testing and structured user-feedback analysis. Results from each experiment will loop straight into the design backlog so that UX refinements happen quickly and are always evidence-based. Key deliverables • Analytics engine connected to the CRM database and external data sources, producing actionable dashboa...

Chatter de Ventas en Plataformas Creadoras de Contenido Azul (Remoto) Empresa: Amethyst Sobre la oportunidad En Amethyst estamos buscando un(a) Chatter de Ventas con experiencia comprobable en plataformas de suscripción para creadores de contenido digital. La persona seleccionada será responsable de gestionar conversaciones estratégicas con usuarios, fortalecer relaciones con clientes, identificar oportunidades comerciales y contribuir al crecimiento de una creadora posicionada dentro del Top 1% de su categoría. Buscamos profesionales con una sólida orientación a resultados, excelentes habilidades de comunicación escrita y experiencia en ventas conversacionales, fidelización de clientes y monetización digital. Compensaci&...

Title: B2B Lead Generation and Email Marketing for Agro Commodity Trading Company We are a Singapore-based agro commodity trading company specializing in spices, spice powders, dehydrated vegetables, fruit powders, fruit pulps, and seafood products. We are looking for an experienced freelancer or agency to support our global B2B lead generation and outreach activities. Scope of Work: * Identify qualified importers, distributors, wholesalers, food manufacturers, and private-label brands worldwide * Build targeted prospect lists with verified contact details * Research decision-makers such as Procurement Managers, Purchasing Managers, Import Managers, and Sourcing Directors * Set up and manage cold email campaigns * Create personalized outreach messages and follow-up sequences * Conduct ...

Busco a una persona que pueda encargarse de la atención al cliente en español de forma 100 % remota. Tu misión será responder consultas por correo, chat y, cuando sea necesario, por teléfono, manteniendo un tono cordial y resolutivo. Qué necesito de ti: • Dominio nativo de español escrito y hablado. • Buena conexión a internet y auriculares con micrófono. • Capacidad para registrar cada interacción en nuestro CRM y entregar un breve informe diario de incidencias. El horario es flexible dentro de un rango previamente pactado; lo importante es ofrecer respuestas rápidas dentro del SLA acordado y mantener altos niveles de satisfacción del cliente. Si cuentas con experiencia previa ...

I'm looking for an experienced automation specialist to build a comprehensive client onboarding workflow in Wealthbox. Key automation tasks include: - Document collection and verification - Client information entry Essential integrations with: - CRM systems - Email platforms - Document storage services Ideal skills: - Wealthbox expertise - Automation tools proficiency - Experience with CRM and email platforms integration - Strong organizational skills Please provide examples of similar work done and your approach.

Merhabalar, Geliştirdiğim yapay zeka destekli omnichannel (çok kanallı) otonom CRM ve mesajlaşma sistemi Fidex AI için, bu sistemi kendi müşteri ağına veya yerel işletmelere pazarlayabilecek satış ortakları (affiliate) arıyorum. Sistem Ne Yapar? İşletmelerin WhatsApp, Instagram ve LinkedIn hesaplarını yöneten; 7/24 yapay zeka ile otomatik müşteri karşılayan, fiyat veren ve sipariş alan gelişmiş bir otonom bottur. (Önemli Teknik Detay: Piyasada satılan, sürekli çöken ve numara banlatan basit tarayıcı tabanlı botlardan değildir. Doğrudan protokol tabanlı (socket mimarisi) çalıştığı için son derece stabil ve kurumsaldır.) Fırsat ve Kazanç Planı: Çevrenizdeki, portföyünüzdeki veya sosyal medyadan ...

Necesito vendedores con experiencia B2B capaces de posicionar y cerrar ventas para mi plataforma de software de inteligencia artificial enfocada en empresas de manufactura. Qué ofrezco • Una solución innovadora de IA, con éxito en España, que optimiza procesos, habilita mantenimiento predictivo y mejora la gestión de calidad dentro de planta. • Material comercial, casos de uso y acceso a ingenieros de preventa para responder preguntas técnicas. Lo que espero de ti • Identificar y calificar prospectos en el sector manufacturero. • Concertar y conducir demostraciones remotas o presenciales. • Acompañar la negociación hasta el cierre y coordinar la firma del contrato. • Entregar reportes se...

I have a contact list of 100 small-business owners who could benefit from a new or redesigned website. You’ll be ringing each of them, following the sales script I supply, with one clear objective: secure a time in my calendar for a follow-up consultation. Everything you need to get started—dial list, script, booking link, and a simple call-tracking sheet—will be in a shared Google Drive folder as soon as we kick off. Your role is to deliver the pitch naturally, handle basic objections, and note the outcome of every call so I can see at a glance who booked, who asked for a call-back, and who declined. I’m happy to slot you into my existing Google Calendar, Calendly, or another tool you prefer for scheduling. A soft sell approach works best with these prospects: ...

I have several PDF files that contain plain text customer information which I need organised in Excel so I can later import it into our CRM system and run data-analysis reports. Your task is to capture every text field accurately, place it in the correct column structure I will provide, and return a clean .xlsx file that is ready for one-click upload to the CRM. Because this is strictly data entry for a CRM system, precision is essential—spelling, dates and numeric fields must match the source PDFs exactly. Once the spreadsheet is complete I will perform pivot-table analysis, so consistent formatting (no hidden spaces, uniform date formats) is critical. Deliverables: • One Excel sheet per PDF, combined into a master workbook • Columns mapped exactly to the template I su...

I run an offshore accounting firm. Your core mission is simple: Find Leads & close sales for services: * Bookkeeping & Accounting (QuickBooks, Xero, Excel-based systems) * Bank & Credit Card Reconciliations * Accounts Payable & Receivable Management * Financial Statements Preparation * Payroll Processing Support * Year-end Accounting * Tax Filings You’ll find the lead, pick up the conversation, handle objections with confidence, and translate interest into long-term contracts. I’m looking for someone who is: • Comfortable selling to small- and mid-sized businesses nationwide. • Experienced with consultative B2B sales in professional services, ideally finance or accounting.

I want to streamline my sales-and-marketing pipeline so I capture more qualified leads with less manual effort. Right now the hand-offs between outreach, follow-up, and conversion are patchy, and I’m sure I’m leaving revenue on the table. Here’s what I’m looking for: • Map my current lead-generation steps and pinpoint bottlenecks or drop-off points. • Recommend practical fixes—automation, CRM tweaks, sharper landing-page flows, or smarter email sequences—that shorten response time and boost conversion. • Set up or configure any chosen tools (for example HubSpot, Mailchimp, Zapier, Google Sheets) and show me how to track key metrics. • Deliver a concise playbook outlining the new workflow, KPIs to watch, and next steps for scaling. I...

BUSCAMOS CAPTADORES DE LEADS / SETTERS COMERCIALES Somos una empresa especializada en la comercialización de terrenos rústicos en Chiclana de la Frontera y estamos ampliando nuestro equipo comercial. Buscamos personas con experiencia en atención al cliente, ventas, captación de leads, setting de citas o gestión comercial, capaces de mantener conversaciones de calidad y convertir consultas en visitas efectivas. Funciones principales: • Gestionar consultas entrantes de potenciales clientes. • Responder mensajes a través de WhatsApp, Facebook Marketplace, Wallapop, Milanuncios y otras plataformas. • Resolver dudas de los interesados de forma profesional. • Cualificar prospectos y detectar compradores potenciales. • Realiza...

You will be working from our Rohini Sector 2, Delhi office, handling both B2B and B2C outreach by phone and online calling tools. I’ll provide qualified lead lists, basic scripts, and the CRM login; you turn those contacts into live demos, follow-up appointments, or closed orders depending on the product cycle. Salary is fixed and paid on time, with performance-based perks layered on top. Because we serve both businesses and individual consumers, adaptability is key. One hour you may be pitching a small retailer, the next you could be guiding a homeowner through a purchase decision, so please be comfortable switching tone and value propositions on the fly. When you apply, focus on your direct calling experience—how many daily dials you’ve handled, conversion rates you&r...

I need an expert to set up Zoho People for my organization. The modules we need help with are: - Employee Management - Attendance & Leave Management - Performance Management - LMS You should have: - Proven experience with Zoho People - Strong understanding of HR processes - Ability to customize setup based on organizational needs Also, we might need help with importing employee data, depending on your assessment. Ideal Skills: - Zoho People setup and customization - HR management systems expertise - Data migration experience Looking forward to your bids!

We need a Dubsado expert to assist with building brochures for our wedding clients. We already have the brochures built in PDF that we send as links to our clients, but we want to integrate everything into Dubsado. Additionally, we need help streamlining client workflows across multiple channels and ensuring our clients can access their portal to track their wedding planning progress. Key areas include: - Lead Capture Forms: Design and set up - Questionnaires and Proposals: Create and configure - Client Portal Customization: Tailor to my brand Ideal Skills and Experience: - Proven Dubsado expertise - Strong background in forms, workflows, and client portals - Attention to detail and design

I have a portfolio of residential projects spread across Noida and Greater Noida and I now want a steady stream of genuinely interested buyers. Your task is to find, screen, and connect prospects with me, using phone calls as the primary touchpoint. Here is what I need from you: • Verified contact details for each prospect (name, mobile, basic buying intent). • A short note on how the conversation went, including budget range, preferred location and expected purchase timeline. • Leads delivered in an easy-to-read sheet or CRM export so I can follow up immediately. Please send a detailed project proposal outlining: – Your strategy for sourcing local home-seekers. – How you will qualify them over the phone. – The volume of leads you can real...

Part‑Time Bookkeeping & Admin Support (Odoo Experience Required) About CGS – Southern CGS Ltd Southern CGS is a small, specialised business based in the UK, supplying and distributing technical gas regulators and related equipment. As a one‑person operation handling sales, customer relationships, and day‑to‑day operations, I’m looking for reliable support to keep the administrative and accounting side of the business running smoothly. Website: Role Overview I’m looking for an experienced, detail‑oriented freelancer to manage ongoing bookkeeping and administrative tasks using Odoo. This is a long‑term, part‑time role (approx. 4–6 hours per week) supporting invoicing, accounts maintenance, and general admin. You will also liaise directly with my accountant to...

I’m ready to bring a results-driven Business Development Executive onto our real-estate team. Your main mission is to open new doors for us, then guide prospects smoothly toward signed deals. Day-to-day you will: • Generate a steady flow of qualified leads through LinkedIn, cold outreach, referrals, and any creative channel you know • Run concise market research to spot emerging property trends and competitor moves • Join me on client calls or site meetings, translating early interest into lasting relationships and revenue Our in-house CRM, Excel tracking sheets, and the usual real-estate listing portals will be at your disposal, so you should already feel comfortable with these tools or similar ones. Performance will be reviewed weekly against lead volume, co...

I manage a fast-growing travel-and-lifestyle content page and I’m ready to monetize it more aggressively. I need an experienced Brand Partnerships Manager who can take full ownership of the pipeline—from identifying suitable travel and lifestyle brands to closing revenue-driving deals and overseeing each campaign until final reporting. Your day-to-day will include: • Prospecting and qualifying brands that align with our audience demographics and tone. • Crafting tailored outreach, negotiating deliverables and rates, and drafting agreements. • Coordinating assets, timelines, and live dates with both the brand and our internal content team. • Tracking performance metrics and providing post-campaign wrap-ups so we can prove ROI and retain the partner l...

Busco apoyo secretarial remoto para mi negocio de tecnología, enfocado específicamente en la atención telefónica diaria. Tu función principal será: • Recibir, filtrar y transferir llamadas entrantes. • Registrar cada interacción en nuestro CRM y dejar notas claras para el equipo. • Resolver dudas básicas o encaminar al interlocutor correcto con rapidez y amabilidad. Requisitos imprescindibles: • Experiencia previa en el sector salud; valoraré que conozcas la terminología y puedas empatizar con pacientes o profesionales sanitarios que nos contacten. • Excelente expresión verbal en español, tono profesional y capacidad para mantener la calma bajo presión. • Co...

We are looking for an experienced GoHighLevel (GHL) Certified Partner, automation specialist, or freelancer to help build and package multiple service offers into fully functional GHL Snapshots for our startup agency, please view link: Please review the offers and workflows shown on the website above for reference. What we are looking for: - Creation of complete GHL Snapshots for different service offers - Clean workflow architecture and organized automation setup - Pipelines, calendars, forms, automations, triggers, tags, opportunities, conversations, and reporting setup - SMS/email automation sequences - AI appointment booking and follow-up workflows - Contractor/service-business focused workflows preferred - White-label friendly setup - Mobile-friendly and scalable systems Importa...

Quiero dejar mi cuenta de Kommo funcionando al 100 %. Necesito que construyas un embudo de ventas completo — desde la prospección hasta el cierre — y que integres las automatizaciones necesarias para que el sistema haga el seguimiento de cada cliente potencial sin que yo deba intervenir. Esto es, en detalle, lo que espero recibir: • Un embudo de ventas con las tres etapas activas: Prospección, Calificación de leads y Cierre de ventas. • Reglas y triggers dentro de Kommo que detecten cada cambio de etapa y activen el flujo de seguimiento correspondiente. • Flujos de seguimiento de clientes potenciales (notificaciones internas, cambios de estado, recordatorios, etc.) totalmente probados y listos para usar. • Instrucciones breves ...

I want to run a short, very focused email campaign aimed at student-film casting directors based in Orange County, CA who work on comedy or family projects. The goal is three-fold: secure suitable acting roles, start real relationships with the directors, and make sure they remember my name and abilities for future work. What I need from you: • Build a clean, up-to-date list of Orange County student-film casting contacts who actively handle comedy or family material (name, production school or company, direct email). • Draft a single, reusable email template in a professional yet friendly tone. The body should contain only a concise personal introduction that you will polish for maximum impact—no reels or portfolio links at this stage so the note stays brief and gets re...

Go high level WhatsApp integration and sales automation processes

# SDR + Growth Hybrid (AI-Driven Startup Role) ## Overview We’re looking for a highly resourceful SDR + Growth Hybrid to build and run outbound lead generation systems using modern automation and AI tools. This role combines sales development, lead generation, and growth marketing into one end-to-end ownership position. You will be responsible for finding prospects, enriching lead data, running outbound campaigns, and driving qualified conversations for the business. --- ## Responsibilities ### Lead Generation & Research * Source high-quality leads using Google Maps, directories, and online databases * Identify target businesses based on industry, location, and fit * Build and maintain structured lead lists ### Data Enrichment * Find and verify business emails, websites,...

Busco apoyo secretarial remoto para mi negocio de tecnología, enfocado específicamente en la atención telefónica diaria. Tu función principal será: • Recibir, filtrar y transferir llamadas entrantes. • Registrar cada interacción en nuestro CRM y dejar notas claras para el equipo. • Resolver dudas básicas o encaminar al interlocutor correcto con rapidez y amabilidad. Requisitos imprescindibles: • Experiencia previa en el sector salud; valoraré que conozcas la terminología y puedas empatizar con pacientes o profesionales sanitarios que nos contacten. • Excelente expresión verbal en español, tono profesional y capacidad para mantener la calma bajo presión. • Co...

I run a growing residential and commercial cleaning company and I’m looking for a small, reliable team of bilingual (Spanish / English) call-center agents who can become the front line for our customers. Your primary responsibilities will be: • Handle inbound customer inquiries—questions about services, prices, and availability—in fluent Spanish and English. • Schedule, confirm, and update cleaning appointments directly in our calendar or any simple scheduling tool you prefer. 2 dollars a hour Tools & workflow I don’t require any specific CRM or scheduling software at this stage. If you already use one that works smoothly, I’m happy to integrate with it. If you have recommendations, I’m just as open to hearing them, and we can decide t...

Olá, Estamos a recrutar freelancers para contacto telefónico (outbound) para o nosso negócio automóvel. Procuramos falantes nativos de português; inglês básico também é obrigatório. Experiência no setor automóvel é uma mais-valia, mas não é necessária. Importante: funcionamos como grossista a vender a stands automóveis — por isso é estritamente B2B. Sem chamadas a particulares; contactaria apenas stands/revendedores. A tarefa: enviamos um email a um stand e, cerca de 10 minutos depois, liga-lhes para confirmar se o receberam, fazer uma breve apresentação e dar seguimento. Simples, simpático e profissional. Para encontrarmos a pess...

CRM, Email Marketing & Growth Strategy Support for Telfar Telfar is a U.S. fashion brand known for its distinctive identity and community-driven culture. Website: We are currently expanding our presence in the Italy and are seeking an experienced agency or consulting partner with expertise in: • CRM Strategy & Management • Email Marketing • Marketing Automation • Customer Retention & Loyalty Programs • Customer Lifecycle Marketing • Growth Strategy & Performance Marketing The selected partner will help us improve customer engagement, optimize lifecycle marketing initiatives, strengthen customer retention, and support long-term growth through data-driven strategies and customer insights. Preferred qualifications: • Proven experience...

DISCIPLINE: Outbound Phone Sales, B2B Lead Generation, CRM Pipeline Architecture, & Account Acquisition COMPANY: Custom Luxury Home Design LOCATION: Springfield, Missouri / Virtual Hybrid About Us Custom Luxury Home Design is an elite American residential design firm delivering classic-contemporary home plans with timeless style and uncompromised structural integrity across the United States. We believe outstanding architectural design is a powerful business advantage. As we scale our business model, we are shifting away from passive sales funnels to aggressively capture market share through targeted, relationship-driven outbound outreach. Our goal is to deploy an elite hunter who can leverage AI automation to scale outbound targeting, allowing our design team to focus entirely on c...

Easehub Solution is hiring energetic and target-driven candidates for the role of B2B Telemarketing & Appointment Setting Executive for our US process. The candidate will be responsible for outbound calling, lead generation, appointment scheduling, and handling US business clients professionally. • Make outbound calls to US business clients • Generate qualified B2B leads • Schedule appointments for sales teams • Maintain daily calling reports and CRM updates • Achieve daily/weekly performance targets • Handle client objections professionally

I have a list of leads drawn from a variety of sectors—everything from retail showrooms to healthcare clinics and finance firms. Each contact has had specific pain points identified that an AI Chatbot would aleviate .So basically these businesses need AI Chatbots, but don’t even have a Chatbot on their website yet. I need a confident closer who can turn that curiosity into subscriptions to one of our AI chatbot packages. Your conversations should centre on the benefits my platform reliably delivers: smoother, 24/7 customer service (our core objective), immediate cost savings through automation, higher sales conversion, and the peace of mind that no lead gets lost in the shuffle. I’ll equip you with product demos, case studies, a concise pitch deck, and full CRM access so...

SOFTWARE REQUIREMENT DOCUMENT Marriage Lawn Booking & Management Android App, CRM & Website for Multiple venues/lawn Project Objective An Android application for Marriage Lawn booking and event management. The app covers, multi venues and locations, calendar-based booking, payment tracking, customer management, role-based access for Admin and Manager, dashboards, PDF generation, and exportable reports. User Roles & Permissions Admin Manager Full access to all modules Add new bookings Add, Edit, Delete Booking Edit existing bookings Approve Booking Cancellations Update payment details Approve Booking Deletions Update customer details Create, Edit, Delete Manager accounts View calendar and booking list Access complete financial ...

I need a reliable professional who can take the front-line phone load for my business—well over 50 calls every day—and keep the experience warm, clear, and efficient. Calls come in for everything from product availability to basic troubleshooting, so you’ll be expected to greet, gather details, resolve what you can on the spot, and escalate only when absolutely necessary. Alongside the phones, I also receive a steady flow of general-information emails. When you’re not on a call, you’ll reply to those messages using our brand voice and a set of ready-made response templates; if something falls outside those templates, you’ll flag it for me. Key deliverables: • Answer and document every incoming call in our cloud VoIP system and log concise no...

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I receive a steady flow of online order forms and need each one processed promptly so our customer database stays accurate and up-to-date. Your role is simple but crucial: pull every piece of customer information—name, address, phone, email, anything the form provides—then enter it into the spreadsheet/CRM I’ll share with you. Speed matters, but precision matters more. Every entry must match the form exactly; typos or skipped fields slow down shipping and support. I’ll provide: • secure access to the live order queue • the template (Excel or Google Sheets, your choice) with column headings already set up • quick onboarding on our formatting conventions and data-privacy steps I’ll measure success by: • 99% or better accuracy on...

I'm looking for a Salesforce expert specializing in Sales Cloud. I have three objects I am trying to report on. Parent Object: Accounts Child Object: Opportunities Child Object: Contacts. Contacts and Opportunities are not linked. At least many of the accounts have opportunities and contacts associated and not all opportunities have any contacts associted with them. What I need is a report where I can filter through opportunities by certain requirements, then pull certain account information into that report, then pull all contact information associated with that account. I use SF professional edition. I need this report ASAP. I think it may require a "Flow" but I imagine there may be some other ways to solve this. I expect someone who knows what they are doing can bui...

I need a confident caller who can pick up the phone and turn interest into sales for my line of everyday consumer goods. The campaign is strictly sales-oriented—no lead qualification or appointment setting—so every call should move straight to closing the deal. You’ll be speaking directly with end consumers, so an upbeat tone and the ability to explain product benefits in clear, relatable language are essential. Here’s how I picture the workflow • You’ll work from a contact list I supply (or help refine it if you spot quick wins). • We’ll align on a concise script; I’m open to your tweaks as long as the close remains the focus. • Calls, follow-ups, and outcomes are logged in my lightweight CRM; you can import your own favorite...

If the prospect of bringing in new accounts excites you and you spot potential in selling industry-leading recruitment services, let's connect!

I'm seeking an experienced web developer to create a modern and sleek website for my real estate company. The primary purpose of this site is client relationship management. Key Requirements: - Modern and sleek design - Robust client relationship management features Ideal Skills and Experience: - Proven experience in developing CRM websites - Strong design skills for a modern aesthetic - Proficiency in web development technologies - Experience in the real estate sector is a plus Please provide your portfolio and relevant experience.

I need an energetic seller who can open doors and seal them shut. The sole objective is lead generation for our technology-sector software solutions, then taking every qualified prospect all the way to a signed agreement. Here’s the flow I have in mind: you research and identify decision-makers, craft a short, punchy pitch around our platform’s value, initiate contact by phone, email, LinkedIn or live demo, handle objections with a consultative approach, and secure the close. I’ll provide detailed product training, target-customer profiles, marketing assets, and full CRM access so every touchpoint is tracked. Key deliverables • A weekly pipeline report showing new leads, stage progress, and wins • Recorded or logged pitch sessions for spot-checking quality...