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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:
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!
Dari 138,788 ulasan, klien menilai CRM Developers kami 4.9 dari 5 bintang.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:
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!
Dari 138,788 ulasan, klien menilai CRM Developers kami 4.9 dari 5 bintang.Saya ingin membangun sebuah sistem manajemen pelanggan berorientasi bisnis yang memudahkan saya memantau, mencatat, dan menindaklanjuti seluruh interaksi dengan klien dalam satu tempat terpusat. Gambaran singkat Saat ini data pelanggan tersebar di spreadsheet, email, dan catatan manual sehingga proses follow-up lambat dan laporan penjualan sulit dibuat. Saya membutuhkan solusi terpadu—baik berbasis web maupun aplikasi ringan—yang memungkinkan tim sales dan layanan pelanggan bekerja efisien. Fungsi inti yang saya butuhkan • Dashboard ringkas menampilkan ringkasan pipeline, status tiket, dan metrik penjualan harian. • Modul kontak pelanggan lengkap (profil, riwayat interaksi, unggah dokumen, dan tag/segmen). • Fitur pencatatan aktivitas otomatis (email,...
I run a marketing agency that serves the healthcare space and I want to make better use of Apollo.io. I need someone who can jump in right away and handle three linked tasks: • Lead generation: Build a clean prospect list of medical-spa owners—whether they’re physicians, entrepreneurs, or clinic managers—using Apollo’s filters and enrichment tools. • Email campaign setup: Create a simple outbound sequence in (subject lines, body copy, scheduling rules, basic personalization) so I can start outreach as soon as the contacts are approved. • Data analysis: After the first send, pull the campaign reports and give me a short insight deck or summary on open, click, and reply performance so I know what to tweak next. Everything should stay inside so I...
We are seeking a dynamic and empathetic Part-Time Career Counsellor & Sales Specialist freelancers. This role is perfectly suited for a motivated individual looking for a flexible, work-from-home opportunity in the evenings. You will be the crucial human link between our cutting-edge AI technology and the students who need it most, using detailed AI-generated insights to guide final-year students and recent graduates towards transformative upskilling programs. Key Responsibilities: - Consultative Counselling & Needs Analysis: Review and analyze the AI-assessment reports, and lead scores provided for each student (B.Com., BBA, B.Sc., BA, and MBA backgrounds). - Personalized Outreach: Initiate outbound calls to assigned leads, establishing a rappo...
Ho bisogno di una persona che gestisca in modo accurato la mia casella di posta, risponda ai clienti in italiano e aggiorni i dati nel nostro CRM. Cerco qualcuno che: • si senta a proprio agio con Google Workspace e con un normale sistema CRM; • abbia voglia di imparare, sia preciso e mantenga la riservatezza; • sappia scrivere in un italiano chiaro e cortese. Il lavoro parte con un periodo di prova a compenso ridotto: mi serve valutare puntualità, cura dei dettagli e capacità di apprendere le procedure. Se la collaborazione funziona, potremo ampliare le mansioni e rivedere il compenso. Attività tipiche: – smistamento e risposta alle email secondo linee guida predefinite; – supporto clienti via email o chat, mantenendo toni pro...
Create a complete automation flow inside ClickUp connecting the form, DocuSign, onboarding, and published apartments. When a client fills the form, it should: Check if the owner already exists (by email). If new → create Owner + Apartment tasks and link them. If existing → create only the Apartment task and link to the Owner. Depending on the form answer, send one of two DocuSign contracts automatically (Gestion Totale or Sous-location). Each apartment gets its own contract, prefilled with all client and property data. When the contract is signed, the system should: Move the apartment to the Onboarding phase. Trigger an Onboarding checklist automatically. Create or update the client in the Clients list (CRM). When the Onboarding tasks are completed, the apartment moves...
I run a small web-design agency and want to test a focused LinkedIn direct-message campaign to book new client calls. I’m interested only in Direct DM outreach; email blasts or cold calls are off the table for this pilot. What I need from you • Research and compile a list of about 20 decision makers who are likely to need a website redesign or a brand-new build. I don’t yet have target profiles or industries, so you’ll identify them for me. • Craft a concise, personalised message sequence for LinkedIn that clearly positions our agency’s value. • Send the messages from my account (Sales Navigator, Apollo, Hunter, or your preferred research tools are fine) and follow up until you secure replies. • Book at least two qualified discovery call...
I’m ready to streamline our customer conversations and social outreach in one place, and I need an expert who can set up a full workflow around the WhatsApp Business API. Here’s what I’m aiming for: • WhatsApp chatbot – Automated responses for FAQs and common service queries – Secure user authentication so returning customers are instantly recognised – Ongoing data collection and analysis to feed our CRM and reporting dashboards • Lead management – Lead scoring that updates in real-time as prospects interact with the bot or our social channels – Automatic follow-up reminders so nothing slips through the cracks – A clean pipeline view that tracks each prospect from first touch to closing • S...
Create a complete automation flow inside ClickUp connecting the form, DocuSign, onboarding, and published apartments. When a client fills the form, it should: Check if the owner already exists (by email). If new → create Owner + Apartment tasks and link them. If existing → create only the Apartment task and link to the Owner. Depending on the form answer, send one of two DocuSign contracts automatically (Gestion Totale or Sous-location). Each apartment gets its own contract, prefilled with all client + property data. When the contract is signed, the system should: Move the apartment to the Onboarding phase. Trigger an Onboarding checklist automatically. Create or update the client in the Clients list (CRM). When the Onboarding tasks are completed, the apartment moves a...
I need a reliable sales associate to help me boost enrollments for my online courses. Your main responsibility will be customer support—answering pre-sale questions, guiding prospects through the checkout process, and making sure every potential learner feels confident about signing up. Day-to-day, you’ll: • Respond to inquiries via email, live chat, and social media DMs. • Track conversations in our CRM (HubSpot or a similar platform). • Follow up with warm leads who requested more information. • Collect common questions and feedback to help me refine sales pages and FAQs. Strong written English, a personable tone, and basic familiarity with online-learning platforms (Thinkific, Teachable, Kajabi, etc.) are essential. If you already use help-desk to...
I’m looking for a skilled team that can craft an integrated ERP ecosystem to make our poultry trading operation completely paperless and fully transparent, from farm gate to final payment. Scope in a nutshell • Sales & Collection Apps – Android, built for field staff with Tamil/English labels. Must work offline, sync when connectivity returns, let users scan QR codes on crates, and attach quick voice-note updates on each visit. Geo-tag every transaction so head office can trace routes. • Customer App – Android and responsive Web front end so retailers can place daily orders, review live ledger balances, and pay instantly through UPI deep links. • Web ERP – Browser-based admin portal that shows live sales, purchase, stock, and collection dashboard...
Job Title: Transport Brokerage Operations Manager Reporting To: Owner / CEO About Us: TopStar Ventures LLC is an auto-transport brokerage specializing in vehicle shipping logistics. We connect vehicle owners (individuals, dealerships, and auctions) with carriers nationwide, ensuring safe, timely, and compliant transport. Role Overview: The Operations Manager will oversee the brokerage team, manage carrier and shipper relationships, ensure compliance and operational efficiency, and drive continuous improvement in our processes. This person is the key link between the owner, brokerage staff, carriers, and customers. Key Responsibilities: Supervise and coordinate brokerage staff: brokers, dispatchers, and customer service reps. Develop and enforce standard operating procedures for quoti...
Busco agentes comerciales autónomos especializados en el sector de la construcción para cubrir Andalucía, Levante, Madrid y la zona norte de la península. El objetivo es impulsar la venta de materiales de construcción entre distribuidores ya establecidos y captar nuevas cuentas. Necesito profesionales freelance que: • Conozcan el mercado local y cuenten con una cartera de contactos entre almacenes o distribuidores de materiales. • Sepan presentar nuestro catálogo, negociar condiciones y cerrar acuerdos de suministro. • Puedan reportar visitas y resultados de forma clara (CRM, Excel o similar). Entrego formación sobre las líneas de producto, argumentario de venta y material promocional. Valoraré exp...
My AI receptionist agency streamlines appointment booking and customer support for small, service-based businesses. To keep our growth on track, I need a sales specialist who can combine cold emailing with confident cold calling to dental clinics, pet clinics, and beauty salons in our target regions. Your daily routine revolves around building qualified pipelines, handling objections with ease, and closing interested owners on a short discovery call. Proven success in both cold outreach and selling AI-related services is essential; excellent communication and the resilience to handle rejections set the foundation for everything else. If you also bring strong negotiation skills, that will only boost results. Deliverables I track each week: • A defined list of new prospects contacted ...
I have a steady flow of fresh, highly targeted leads—mainly new business owners and general contractors in Texas, Florida, and Georgia—who still don’t have a professional website. Your job is simple: pick up the phone, pitch our custom web design packages, and either set an appointment for me or close the deal yourself. Because all leads, data, and suggested talking points are supplied, I’m looking for someone with extensive cold-calling experience who can jump straight into daily production. You set your own hours as long as you consistently hit good call quota a day and keep accurate notes on every conversation. Deliverables – Place 100–150 outbound calls per day to the provided list – Follow the supplied pitch, adapt to objections, and k...
General customer questions come into my inbox every day and I need a dependable professional who can take full ownership of answering them quickly and accurately. All inquiries are non-technical—typical topics include product details, order status, simple troubleshooting links, and basic policy clarifications. Every interaction happens by email only; no live chat or phone coverage is required. Here’s how the workflow looks: • Access the shared support mailbox during standard U.S. business hours, draft clear, friendly replies that match our brand voice, and send within the agreed response window. • Flag or forward anything that turns out to be billing, account, or technical so it reaches the right internal team without delay. • Keep short notes in our CRM (...
$3-5/hour + Performance Incentives Remote | Full-Time | Night Shift (US Hours) About Us We are — one of the fastest-growing AI marketing startups backed by global investors like Lightspeed, B Capital, and SIG. We help B2B manufacturing companies in the U.S. grow their online presence through AI-powered websites and SEO. --- About the Role We're hiring smart, energetic, and articulate Cold Callers / SDRs who can book appointments with decision-makers (owners, sales heads, marketing leads) of U.S. manufacturing companies. Your mission? Spark meaningful conversations, qualify interest, and schedule discovery calls with our Account Executives. --- What You'll Do * Make 150-200 outbound calls daily to U.S.-based B2B leads * Book 2 meetings every day * Follow a proven co...
I need a clean, fully-functioning installation of Perfex CRM with the core features switched on and ready for daily use. The priority is to have Customer Management, Invoice Management and Project Management configured so I can start adding real data right away. Here’s what I’m expecting: • Fresh install on my VPS or shared hosting (cPanel access available). • Company details, email templates and basic branding inserted. • Customer, invoice and project modules activated, tested and confirmed working end-to-end—including sample clients, sample invoices and a walkthrough of the project dashboard. • User roles/permissions adjusted so my small team can collaborate safely. • Short hand-off session (video or concise doc) explaining where to add...
I need an experienced Zoho developer to take my current use of Zoho Books, Zoho CRM, and Zoho Creator to the next level. Zoho Books is the immediate priority, but the workflows you build must flow seamlessly into CRM and Creator so that data moves once and is visible everywhere. Scope • Map my existing accounting and sales processes, highlight bottlenecks, and turn them into a detailed automation plan. • Configure Zoho Books for hassle-free invoicing, payment reconciliation, and audit-ready records. • Build or refine APIs so Books, CRM, and Creator stay perfectly in sync with no manual exports. • Design dashboards and reports that combine financial, sales, and operational metrics in one place. • Deliver a functional prototype inside a sandbox, get feedba...
**Project Title:** Full Stripe–HubSpot Subscription Synchronization (API, Webhooks, Custom Objects) --- **Project Description:** I need a developer to build a **complete two-way synchronization** between **Stripe Subscriptions** and **HubSpot** using APIs, webhooks, and custom objects. The goal is to ensure that any subscription-related event in Stripe (creation, renewal, cancellation, payment failure, etc.) is automatically and accurately reflected in HubSpot — and that key HubSpot updates (e.g. customer or deal changes) are also synced back to Stripe where relevant. This integration must use **Stripe and HubSpot APIs directly**, not third-party connectors like Zapier or Make. --- **Key Requirements:** 1. **Stripe → HubSpot:** * Sync subscription lifecycle even...
I need an experienced outbound caller to fill my clients' calendars with qualified sales meetings for marketing agencies. You’ll be targeting prospects in multiple industries—technology, health & wellness, finance, or any other sector where our services are a fit—so an adaptable pitch and strong discovery skills are essential. Your day-to-day work will revolve around phone calls only; no email or social media outreach is required. We will provide a list of companies and tell you the desired contacts job title. We will give you access to our preferred CRM. You will make the calls, qualify each prospect, and lock in a time on our client's calendar for a 30-minute sales meeting. Deliverables I expect: • 100% phone-sourced appointments that meet the quali...
I need an internal FileMaker Pro/Server solution on PC for comprehensive client management. Key requirements include: - Centralized data for clients, contacts, quotes, subscriptions, tasks, documents, and emails. - Automated organization of tasks and documents. - Partial synchronization with Bexio. - Guaranteed local security. Ideal skills and experience: - Expertise in FileMaker Pro/Server. - Strong automation skills. - Familiarity with Bexio integration. - Data security knowledge. Looking forward to your bids!
I run a rapidly growing vehicle-transport brokerage and need a skilled remote Broker Agent to own the full shipment cycle under my authority and brand. Your primary focus is sales-driven: prospecting fresh shipper leads, quoting competitive rates, and locking in each order. Once the load is secured, you’ll post it on Central Dispatch and record every detail in our CRM, then match it with a vetted carrier and manage the move through delivery. Because customer service and sales are the heart of this role, I’m counting on you to turn first-time callers into loyal, repeat clients while providing clear, courteous updates to carriers, customers, and dispatchers. Accuracy matters as much as hustle; rate confirmations, BOLs, carrier packets, and invoices all need to be uploaded prompt...
Core Services Needed: Growth & Performance Marketing - Develop and execute growth-oriented strategies to drive newsletter signups, lead generation, and event registration - Leverage AI tools like ChatGPT for campaign copy, blog content, and automations - Identify and implement organic and paid growth tactics (e.g., SEO, LinkedIn Ads, Meta, Google) Website Support - Support in optimizing landing pages for conversion (content + UX insights) - Provide light website maintenance or liaise with our devs when needed - Assist with SEO structure and performance tracking Social Media & Newsletter - Plan and execute regular social media content and community engagement - Manage and optimize newsletter campaigns (Mailchimp or equivalent) - Align storytelling across platforms (LinkedIn, Insta...
Our pipeline of small-business prospects is growing faster than we can convert them, so the focus now shifts to efficient, decisive closing. All leads are B2B and arrive warm—typically after a discovery call or demo—so conversations begin at the decision-making stage. The task • Pick up the thread from the last touchpoint, address final objections, and guide prospects to signature and payment. • Log every interaction and outcome inside HubSpot (or your own CRM and export) so I can keep visibility on deal health. • Provide a concise weekly summary of closed revenue, pending deals, and any bottlenecks that need escalation. Success is measured purely by closed deals and clear reporting; commissions, bonuses, or milestone payouts can be structured around that ...
Description: We are establishing a modern real estate brokerage in Dubai and are seeking an experienced Zoho CRM and Zoho One consultant to build our complete operational system. The ideal candidate will have proven experience setting up Zoho for service-based or real estate businesses and be able to design a scalable platform that supports our agent onboarding, sales, finance, HR, and communication functions. This role includes full setup and configuration of Zoho CRM for lead and deal management, automated workflows, task management, and communication funnels. It will also cover building internal processes for agent onboarding, document handling, and performance monitoring. In addition, you will be responsible for configuring Zoho People, Zoho Books or equivalent modules for commission ...
I’m looking for a confident, English-speaking sales caller based in South Africa (or able to work similar hours) to drive direct product sales into the UK market. My focus is strictly B2B and centred on finance-sector businesses, so you should feel at home talking to CFOs, finance managers, and procurement teams. What you’ll do • Place outbound calls to a list of pre-qualified UK finance companies. • Present our product’s value proposition clearly and persuasively, handling objections on the spot. • Move prospects through the full cycle—from first contact to signed order—using our cloud CRM (HubSpot). • Keep concise call notes and update deal stages in real time. • Provide a daily summary of calls, conversions, and next ste...
Job Title: Odoo Developer (Full Time) Location: Remote Experience Required: 4+ Years Employment Type: Full-Time About is an EdTech and CareerTech company building a unified platform that empowers colleges, students, and professionals to bridge skill gaps and prepare for global careers. We are developing our own custom Odoo CRM ecosystem to manage Sales, Marketing, HR, Accounts, Branding, Admissions, and Analytics Dashboards — all tightly integrated with AI and automation. Role Overview We are looking for an experienced Odoo Developer who can design, develop, implement, and maintain our custom CRM on Odoo Community Edition. You’ll work closely with our Product and Tech teams to translate business requirements (defined in our PRD) into fully functional Odoo modules &md...
We are looking for an experienced Google Drive / Google Workspace Expert who can plan, structure, and automate our entire data workflow across multiple departments and teams. You will work with our leadership team and department heads to create Google Forms, Sheets, Templates, Data Pipelines, Dashboards, Access Controls, and Automated Report Flows, based on predefined operational structures. Scope of Work / Responsibilities: Set up a well-organized Google Drive folder structure for multiple departments. Create multi-role access levels (Admin / Manager / Team Leader / Executive / Remote / Office Staff / Freelancer / Agent). Build Google Forms for different workflows (e.g., Task Allocation, Daily Work Report, Lead Intake, Project Update, Sales Pipeline, etc.) Create Google Sheets with ...
Title: Real Estate Lead Manager + Administrative Assistant (Pakistan/Egypt/India) About Us Exat Homes is a U.S. real estate investment company buying houses from homeowners using cash, seller financing, subject-to, and novation. We need a full-time Lead Manager + VA to own our lead pipeline and daily operations. Location & Schedule Based in: Pakistan, Egypt, or India (strongly preferred) Hours: 9am–6pm EST, Monday–Friday (your evening) Type: Full-time, long-term Main Responsibilities Monitor GoHighLevel-based CRM (Creative REI Reply) for new leads and replies Respond to inbound leads fast, make 10–20 warm calls/day Qualify sellers, handle basic objections, schedule appointments via Calendly Move leads through stages and tag FSBO / Expired / Off-Market / Hot ...
Platinum Commercial currently manages operations using multiple separate tools — Reonomy, CoStar, DocuSign, and cloud drives — and relies heavily on manual processes for property research, valuation, communication, and reporting. This project will build a fully custom CRM platform designed specifically for commercial real-estate brokerage workflows, featuring: ● Direct integration with Reonomy and CoStar for property and ownership data. ● A built-in AI automation layer for summarization, outreach generation, and KPI insights (cheaper and faster than external LLMs). ● Integrated DocuSign for digital contract management. ● Secure cloud storage for files and signed agreements. Problem Statement Agents currently waste hours each week switching between apps, re-entering data, and ma...
Busco profesionales freelance con sólida experiencia en ventas B2B para posicionar nuestra oferta de tecnología dentro del mercado de pequeñas y medianas empresas. Qué necesito de ti: • Prospección y contacto directo con decisores en Pymes. • Presentación clara de la propuesta de valor y demostración remota del producto. • Gestión completa del ciclo de venta hasta el cierre y firma. • Reporte semanal de avances y resultados. Requisitos indispensables: • Experiencia comprobable en ventas B2B. • Habilidad para traducir beneficios técnicos a un lenguaje comprensible para clientes no especializados. • Trabajo autónomo, enfoque en objetivos y excelente organización...
I’m looking to spin up a straightforward CRM inside our Microsoft 365 environment using SharePoint Online, PowerApps and (where it makes sense) Power Automate. The core of the build is threefold: a Contact repository, a Sales pipeline tracker and a light Customer Support log. All data will be keyed in manually through clean, on-brand forms, so usability is a priority. Here’s what I need delivered within the next four weeks: • SharePoint list architecture that supports Contacts, Deals/Opportunities and Support Tickets without overlap • A responsive canvas app in PowerApps that lets staff add, edit and search records on desktop or mobile • Flow-driven notifications for task assignments, stage changes and simple SLA reminders • Basic dashboards or list ...
I need to retire RepairDesk and launch a single, cloud-based platform that runs every aspect of my electronics repair business. The end result should feel seamless to staff and customers alike, covering CRM, ticketing, POS, inventory and a full stack of integrations. Core scope • CRM – customer profiles and history are critical, and I want automated communications (SMS / email) plus basic lead-management tools built in. • Ticketing – issue tracking with real-time status updates, clear customer communication threads, priority rules, and the ability to assign or transfer tickets between technicians or branch locations. • POS & inventory – barcode scanning, parts stock levels, purchase orders and simple retail checkout in-store. • Integration...
We're looking for a seasoned Java developer with strong experience in Salesforce CRM, Java Spring, ERP, and Mobile device support. The project primarily focuses on the CRM modules and applications. You will be tasked with implementing features related to the CRM, contractor, mobile APP, and Sales Automation. Please write down the “Understand” text. Otherwise, your bidding will be neglected. If you have the necessary skills and experience, please submit your proposal along with relevant examples of your past work. Ideal Skills: - Proficient experience with CRM, especially Salesforce CRM. - Experiences on ERP programs. - Strong expertise in Java Spring. - Mobile device support on both Android and IOS. 1. Provide us your resume or CV. Your prior experience in developing s...
I’m looking for a seasoned HubSpot specialist to get my brand-new portal running smoothly from day one. The immediate focus is threefold: • Configure the CRM so contacts, companies, and deals are structured correctly and custom properties reflect my business model. • Build core marketing automation workflows—lead capture, nurturing, and simple scoring—so prospects flow seamlessly from form fill to sales hand-off. • Shape a clear sales pipeline with stages, deal views, and basic reporting my team can rely on from the first login. I’ll also need guidance on integrations. I know Meta Ads, Outlook, and WhatsApp must connect, but I’m still clarifying which additional tools should plug in. Your advice on what’s native, what needs middlewar...
Tengo dos empresas y recibo prospectos desde dos cuentas de Meta Ads diferentes. Necesito que conectes ambas fuentes a un solo portal de HubSpot, crees las propiedades necesarias para identificar de dónde llega cada lead y establezcas los flujos que aseguren un seguimiento automático y oportuno. Mi objetivo es gestionar leads y automatizaciones de marketing. Cada contacto debe recibir: • Un correo de seguimiento personalizado. • Un mensaje automático de WhatsApp que invite a continuar la conversación. Quiero, además, que el portal quede listo para enviar ofertas, facturas y cualquier otra comunicación desde los dos correos corporativos de cada empresa. Entrego acceso a las cuentas de Meta Ads, a los dominios de correo y a mi plan act...
I’m looking for an experienced Online Sales Manager to take full ownership of my e-commerce site’s revenue pipeline over the next month. Your focus will be threefold: • Lead generation – Audit the current sales funnel, set up on-site capture points, and drive qualified traffic that converts. • Customer relationship management – Build and maintain a streamlined CRM workflow so every lead is nurtured, segmented, and followed up on at the right moment. • Sales reporting & analysis – Deliver clear weekly dashboards and a final monthly report that highlights performance, bottlenecks, and actionable insights. The store is already live, so you’ll step straight into a working environment. I expect you to collaborate with our marketing an...
I run a bookkeeping and accounting practice and I’m ready to accelerate growth. I’m looking for an experienced business developer (minimum 3 years in a similar role) who understands the finance and accounting space and can focus on three core areas: • Sales & lead generation – Build and manage a prospect pipeline, schedule discovery calls, and convert qualified leads into paying clients. • Market research & analysis – Map our target segments, identify decision-makers, and spot new verticals or regions worth approaching. • Client relationship management – Nurture prospects through the sales cycle and maintain warm relationships after onboarding. Primary objective: increase our client base. What I expect from you: 1. A 60- to 90-day...
PROJECT TITLE: Build a Real Estate Lead Generation & Automation Ecosystem | Crear Ecosistema de Captación y Automatización Inmobiliaria OBJECTIVE | OBJETIVO Design and set up a complete real estate ecosystem that captures qualified leads organically (without ads) and converts them into booked appointments using automations, CRM, and strategic funnels in GoHighLevel (or Zoho, if proposed as an alternative). Crear y configurar un ecosistema inmobiliario completo que capture leads calificados de manera orgánica (sin anuncios) y los convierta en citas agendadas mediante automatizaciones, CRM y embudos estratégicos en GoHighLevel (o Zoho, si el experto lo recomienda). FINAL GOAL To create a self-sustaining ecosystem that captures, educates, and converts leads 24...
Summary: We’re seeking an experienced CRM Developer to help enhance, fix, and integrate multiple systems into our platform. The goal is to improve performance, add new integrations (SMS, email, VoIP, analytics), and ensure the CRM runs smoothly for our internal and client-facing teams. You’ll work closely with our team to deliver a secure, scalable, and user-friendly solution. Responsibilities: Audit and fix bugs or performance issues in the current CRM system. Enhance and modernize the UI/UX for a smoother and more responsive user experience. Build and implement integrations with third-party platforms, including: SMS and voice APIs (Twilio, Plivo, etc.) Email services (SendGrid, Mailgun, etc.) Reporting and analytics tools Webhooks and API connectors to external system...
I need a fluent Spanish-English caller who can live inside our power-dialing CRM and churn through 500–700 pre-qualified Texas numbers every day. The list contains prospects interested in both home and auto insurance; your job is to engage them, confirm interest, and live-transfer anyone who meets our basic criteria to the licensed agents on my Allstate team. You must arrive with solid telemarketing experience, a reliable wired Internet connection, your own computer and noise-canceling USB headset, and the energy to keep the camera on during quick Zoom huddles with the rest of the group. We’ll share scripts, rebuttal guides, daily performance dashboards, and a friendly atmosphere that keeps everyone motivated. Deliverables • Complete 500–700 outbound calls per...
I’m expanding our customer-focused operations and need energetic people who can start right away in several full-time roles. Open positions • Sales Representative • Customer Service Agent • Promotional Staff • Telecalling Associate • Data Entry Operator • Billing Executive What you’ll be doing – Engage prospects and existing clients by phone, chat, or in person, hitting daily contact and conversion targets. – Log every interaction accurately in our CRM and update spreadsheets or billing software without errors. – Coordinate with the marketing unit during product promotions, roadshows, and online campaigns. – Prepare invoices, reconcile payments, and keep records audit-ready. – Provide friendl...
Job Title: Functional & Technical Consultant (ERP, Finance, CRM, Marketing & Logistics Integration) Project Overview We are a fast-growing start-up building an integrated B2B commerce and supply-chain platform that connects food and beverage producers, buyers, and logistics partners. Our goal is to unify sales, fulfilment, marketing, finance, and reporting into a seamless, automated process. Odoo will serve as the central operational and financial hub, integrated with an external eCommerce storefront, CRM and marketing systems, and a logistics management platform. All business processes, data flows, and finance models are already documented in a detailed master functional specification. We are seeking an experienced consultant who can provide expert guidance and hands-on confi...
I’m expanding our customer-focused operations and need energetic people who can start right away in several full-time roles. Open positions • Sales Representative • Customer Service Agent • Promotional Staff • Telecalling Associate • Data Entry Operator • Billing Executive What you’ll be doing – Engage prospects and existing clients by phone, chat, or in person, hitting daily contact and conversion targets. – Log every interaction accurately in our CRM and update spreadsheets or billing software without errors. – Coordinate with the marketing unit during product promotions, roadshows, and online campaigns. – Prepare invoices, reconcile payments, and keep records audit-ready. – Provide friendl...
My Zoho CRM account needs a complete makeover so it mirrors the way we actually sell and service clients. I want it to feel like a natural extension of our workflow, not a generic template. Here is what has to happen: • Custom fields and modules that match our pipeline, product lines, and support checkpoints • Workflow automation for lead assignment, follow-up reminders, stage changes, and any other repetitive tasks we can take off the team’s plate • Custom reports and dashboards that give management the high-level KPIs they need while letting individual reps track their own numbers • Accurate, clean data migration—contacts, companies, deals, notes, and historical activities—from our spreadsheets and legacy CRM into the new structure with zero ...
My team already subscribes to Zoho CRM, Zoho Books, and Zoho Projects, but we are only scratching the surface of what the platform can do. I need an experienced Zoho specialist who can jump in, review our current configuration, and turn the entire suite into a streamlined, integrated workspace. Key focus areas • Zoho CRM – We need some integrations fixed up. • Zoho Books – While we have the basics running, the accounting side still feels disjointed from CRM and Projects. I need the ledgers, invoices, and expenses to reflect project progress automatically. • Zoho Projects – Tasks, timesheets, and milestones should sync seamlessly with both CRM and Books so project data tells a consistent story across all three apps. Also, we need it to be spiced up a bi...
Chef(fe) de projets Microsoft Dynamics 365 CRM Contexte du poste Dans le cadre des projets de build et de déploiement de l’écosystème CRM, nous recherchons un(e) Chef(fe) de projet Microsoft Dynamics 365 CRM chargé(e) de piloter la mise en œuvre, la maintenance et l’amélioration continue de la plateforme Dynamics 365 (Sales, Customer Insights, Marketing, Service…). Le poste s’inscrit au sein de la Direction Transformation Digitale / IT, en lien étroit avec les équipes métiers (Ventes, Marketing, Service Client, Finance, Data…). Missions principales 1. Pilotage de projet(s) • Définir et suivre la feuille de route CRM (planning, budget, livrables, risques, dépendances). • A...
I need 200,000 fresh, U.S.–based executive email leads delivered within 24 hours. Each contact must hold one of these titles: Project Manager, Project Accountant, Global Project Manager, Property Accountant, Chief Contracting Officer, Corporate Lawyer, or Patent Attorney. Industry is flexible; location must be inside the United States. Please pull the data from reputable platforms such as ZoomInfo or PitchBook and make sure every address is fully verified—no scraped or outdated lists. I’ll spot-check the file with NeverBounce before releasing payment, so bounce-free accuracy is essential. Send the final list as a clean spreadsheet (CSV or Excel both work) that includes at minimum: first name, last name, title, company, industry, company size, phone, email, city, sta...
We are looking for an experienced Google Drive / Google Workspace Expert who can plan, structure, and automate our entire data workflow across multiple departments and teams. You will work with our leadership team and department heads to create Google Forms, Sheets, Templates, Data Pipelines, Dashboards, Access Controls, and Automated Report Flows, based on predefined operational structures. Scope of Work / Responsibilities: Set up a well-organized Google Drive folder structure for multiple departments. Create multi-role access levels (Admin / Manager / Team Leader / Executive / Remote / Office Staff / Freelancer / Agent). Build Google Forms for different workflows (e.g., Task Allocation, Daily Work Report, Lead Intake, Project Update, Sales Pipeline, etc.) Create Google Sheets with ...
I’m looking for an experienced Zoho accountant who can eliminate the duplicate entries and incorrect accounting records I’m seeing when orders flow from Zoho Commerce into Books and Inventory. My immediate goal is error-free data, so I need you to: • Map and activate native sync between Commerce, Books, and Inventory inside my Zoho One account. • Automate billing and invoicing so each order creates the correct invoice without manual touch-ups. • Test the workflow end-to-end, confirm stock levels stay accurate, and demonstrate that no duplicates appear in the ledger. • Provide a brief hand-off note outlining the key settings you adjusted, so I can keep the system healthy. If you’ve tackled similar Commerce-to-Books integrations before, especia...
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