Free crm for wordpressproiecte

To grow my business, I need a specialized VTIGER 7.0 professional who can tailor CRM software according to our unique requirements. Key Features Required: - Contact Management: Our client database interface needs to be a hybrid model. Along with basic details such as name, email, and phone, certain additional fields specified by us need to be included. - Sales Pipeline Tracking: We need an efficient mechanism to monitor and manage our sales cycle. - Cashflow and Payment Plan Tracking: Our financial transactions require clear visibility for careful budget planning and revenue forecasting. - Creating payment plan with automated payment reminders. Ideal freelancer for the job would have extensive VTIGER 7.0 expertise and a proven record of customizing it to fit the bu...

Solicito un Trafficker para segmentar, medir y plantear publicidad para ventas de propiedades, con experiencia. Las campañas se colocarán en las siguientes plataformas; instagram, facebook, youtube, tiktok y google ads. ● Editor de Videos ● Programador que pueda automatizar procesos digitales usando proyectos como zapier, además sepa usar el crm HighLevel y poder configurarlo. También poder saber configurar herramientas del CRM HighLevel como inteligencia artificial

...campaigns - Proficient in lead generation strategies & conversion techniques - Knowledgeable about best practices for maximizing open and response rates - Adept in tailoring marketing messages for different industry sectors Responsibilities: - Create tailored email templates for service promotion - Optimally position the marketing services to resonate with diverse business sizes - Include effective calls-to-action for lead capturing - Align email content with brand voice and lead generation goals Requirements: - Proven portfolio in successful email campaigns for lead generation - Excellent written communication and copywriting skills - Familiarity with email marketing tools & CRM platforms - Strategic mindset in crafting effective emai...

I'm on the lookout for a seasoned professional to provide a ready-to-use CRM system that enhances our data automation. Here's what I need: - Integrated contact management system to keep client details organized and accessible. - A robust sales pipeline management feature that allows clear visualization of sales stages and potential revenue. - Seamless email integration enabling us to connect directly with clients through the platform. While I have no specific preference for the programming language or the framework, it's crucial the solution is reliable and well-supported. The user interface should be straightforward, embodying a simple and minimalistic design for ease of use. The ideal candidate will have: - A proven track record in implement...

I need a Make (formerly Integromat) expert to link T...purchase is made. - Create or update a contact in GHL, capturing purchase details. - Automate follow-up actions in GHL, such as adding the contact to a tailored campaign. Skills and Experience: - Proficiency in Make (Integromat) scenario creation and troubleshooting. - Experience with Thrive Cart and GHL (previously known as GoHighLevel) integrations. - Keen understanding of e-commerce workflows and CRM management. - Capable of secure data handling and privacy practices. The perfect freelancer will have a proven track record of creating seamless integrations that automate client acquisitions and follow-ups, increasing efficiency and customer satisfaction. If you can streamline my sales process with finesse, I am keen to work...

I'm seeking knowledgeable Laravel developers to enhance my existing CRM with a new module. This task will involve: - Crafting a feature that permits client selection and captures transaction details along with client information such as name, email, phone number and address. - Saving this data in a relevant database table. - Generating a custom PDF report. This report should include detailed client and transaction information. Ideal candidates for this task will have strong Laravel experience and have prior exposure to CRM systems, database management, and report generation skills. Familiarity with creating custom PDF layouts will also be beneficial.

I'm searching for a professional skilled in developing an easy-to-use CRM system as well as a landing page funnel builder. Some potential functionalities I'm considering are: - Lead Tracking - Sales Pipeline Management - Contact Management - And more

I'm seeking a proficient developer to build a customised CRM using the Vuexy template.

Extract data from multiple PDF file and combine it into Excel so that it can be uploaded to ZOHO CRM

...expertise in Zoho CRM to assist in setting up and customizing a new CRM system for my small but growing team. Here's what I'm looking for: - **CRM Setup**: Create a Zoho CRM account and ensure it's fully functional for a team of less than 5. - **Customization**: Tailor fields and modules to fit our business processes and workflow requirements. - **Software Integration**: Seamlessly integrate Zoho CRM with our existing software ecosystem to ensure smooth data flow and efficient operation. **Essential Skills and Experience:** - Proven expertise in Zoho CRM setup and customization - Strong experience with CRM integrations - Excellent communication and problem-solving skills - Attention to detail, especia...

I'm seeking a skilled lead generation specialist to help me obtain high-value clients interested in real estate within my local area. Here's what I expect: - Target Area: F...Focus strictly on the local market to find prospective clients. - Communication: Use a blend of Email, Phone Calls, and Social Media to engage with leads effectively. - Lead Quality: Prioritize leads that are ready to buy shortly, based on their buying timeline. Ideal Candidate: - Proven track record in real estate lead generation - Proficient in digital marketing and using CRM tools - Excellent communication skills for follow-up - Knowledgeable in local real estate trends Your expertise will be crucial in helping me connect with at least five high-value clients per month. Let's boost m...

Job Description: We are seeking a talented freelance developer to create a custom plugin for our partner websites, enabling the seamless integration of finance options into their product listings. The plugin aims to enhance the user experience by providing a finance estimator and a streamlined process for users to inquire about financing options. Key Responsibilities: 1. Plugin Development: • Develop a plugin that integrates seamlessly with partner websites. • Implement a finance estimator on product listing pages for assets such as cars, watches, etc. 2. User-Friendly Finance Estimator: • Design an intuitive interface near the product price for users to view estimated per week repayments. • Ensure accuracy and real-time calculations based ...

This WordPress plugin is designed to streamline the creation and management of real estate exposés on a website. It allows staff to input property details through a backend interface, which then automatically generates a professionally designed exposé. The exposé’s design will be aligned with the existing website to ensure brand consistency. A key feature of the plugin is the integration of artificial intelligence (AI), enabling the automatic creation of property descriptions from input data. These descriptions can be generated in multiple languages, including German, English, and Spanish, catering to a diverse audience. Moreover, the plugin includes a property value estimation feature that automatically analyzes potential property value development and ...

...project include: - Building relationships with new small business clients - Devising strategies for market penetration and sales growth - Managing the end-to-end sales process - Providing after-sales support and feedback collection Ideal Skills: - Proven sales track record in auto/machinery parts - Excellent communication and negotiation abilities - Strong networking skills with small businesses - Ability to meet sales targets and KPIs Experience: - Prior direct sales experience in relevant industries - Familiarity with CRM and sales reporting tools The right freelancer will be someone with a competitive edge, a deep understanding of the auto and machinery parts industries, and a strong passion for driving business growth. please visit our website to brief ou...

...seeking a creative professional video editore to create a 15 second video ad alongwith human voiceover for my online store of gluten-free flours. Here's a breakdown of what I need: - **Video Editing**: Crafting engaging and colorful video ads that will resonate with our target audience, ensuring they stick to the healthy and nutritions theme. - **Social Media Marketing**: A strategy and implementation plan for sharing the images and videos on Facebook and Instagram to maximize visibility and engagement. **Ideal Skills and Experience**: - Proven Video editing proficiency - Social media marketing experience, particularly with Facebook and Instagram campaigns - A portfolio that demonstrates a knack for colorful and attention-grabbing content - An underst...

...company that offers a complete ERP and Accounting solution built 100% natively on Salesforce. We help our clients automate their business processes and manage their entire business using one real-time, all-inclusive ERP & CRM software solution. You can read more about the company here: We value long-term relationships with our customers and have been working with some of them for over ten years. The same goes with our employees, who usually stay with us for many years. Our team is mostly located in the US....

...with their Email Markerketing back-end included. THis is avaiable for the lead-capture function. 3: We want to follow the principles of Conversion Centered Design ( see ) Key Tasks: - Design a visually appealing, user-friendly landing page. - Implement a form to collect email addresses effectively. - Ensure compatibility across various browsers and devices. - Set up FaceBook, X, TikTok, Instagram etc and link to landing page - allow export to XL spreadsheet (not CSV) Ideal Skills: - Proven experience in landing page design. - Strong understanding of UX/UI principles. - Expertise in responsive web design. - Basic knowledge of GDPR compliance for data collection. - No need for CRM integration know-how. I'm eager to work with a dynamic freelancer

I'm seeking a virtual assistant with a flair for sales development to focus exclusively on the technology sector. Your role will be pivotal in expanding my business's reach by identifying potential clients and curating a pipeline of opportunities for our products and services. Here's what I need from you: - Lead Generation: Efficiently generate high-quality leads within the tech industry. - Prospect Qualification: Use keen judgment to qualify these prospects, ensuring they meet our criteria. - Market Savviness: Understand the tech market to tailor your approach effectively. - Email Skills: Communicate persuasively and professionally. Ideal Skill Set: - Strong background in sales development or lead generation. - Proven experience with the technology market. -...

I'm seeking an Informatica professional focused on application integration to effectivel...integration to effectively merge disparate systems, ensuring seamless operations and data consistency. While the project's urgency is flexible, adeptness in the following areas is essential: - Deep understanding of Informatica for Application Integration. - Proven experience integrating complex systems. - Capability to develop and manage data workflows. - Knowledge in integrating unspecified applications, with preference for CRM or ERP systems. Ideal candidates will possess: - Advanced Informatica proficiency. - Robust problem-solving skills. - Effective communication abilities for technical guidance. Looking forward to contributions that can drive my project...

I am in need of a h... Key responsibilities include: - Handling incoming calls and emails from customers - Efficiently scheduling appointments using appointment scheduling software - Effectively managing customer inquiries and complaints to ensure customer satisfaction - Filing and updating customer information using CRM software and an email management tool The ideal candidate would have advanced level experience in customer service, specifically in a receptionist and appointment setting role. Familiarity with CRM software, email management tool, and appointment scheduling software is a must. Strong interpersonal skills, organization, and an ability to prioritize tasks efficiently are also desirable attributes. A commitment to excellent customer service and professional g...

I'm seeking a skilled professional to design and develop an effective landing page focused on lead generation. Here's what I need: - Clear, persuasive landing page design to capture visitor interest - Form to collect emails and specific inquiry details for targeted follow-up - Integration with our current CRM system to seamlessly track and manage leads Ideal Skills: - Proven experience in creating high-conversion landing pages - Strong understanding of lead generation strategies - Proficiency in CRM integration - Adept at responsive design for optimal mobile and desktop viewing - Knowledge of A/B testing to optimize page performance

I require a skilled freelancer to conduct cold calls aimed at scheduling appointments with high-level executives in the business-...C-level decision-makers. Ideal Candidate Traits: - Exceptional communication skills - Experience in B2B sales environment - Expertise in reaching C-level executives - Proficient in appointment setting Key Responsibilities: - Contact businesses to reach C-level executives - Pitch our service/product succinctly - Schedule appointments for further discussion Success in this project will be measured by the number of qualified appointments set. Familiarity with CRM software and sales funnel management would be advantageous. To apply, please provide proof of your experience in similar projects and your approach to securing these high-level corpor...

I am looking for a skilled developer to build a custom CRM tool that will cater to my business needs. The main focus of the tool should be on customer communication tracking. I would like the tool to have the ability to track all customer interactions and communication channels, including email, chat, and social media. In terms of platform, I prefer a custom-built solution that will be tailored to my specific requirements. The tool should have a user-friendly interface and be scalable to accommodate future growth. Hello there, We are looking for a client management website where we will need admin panel, Client panel and subscriber panel. This total includes (more might be added) Admin Dashboard a.) A graph kinda thing showing number of clients/subscription/active/i...

...are on the lookout for a highly organized and proactive VPA to support our CEO and me in managing day-to-day operations, focusing on administrative tasks and document management. Application must include video message where a short presentation of you and your skills is highlighted. Your responsibilities will include: Calendar Management: Coordinate and manage schedules, appointments, and meetings. Email Correspondence: Handle and respond to emails on behalf of the CEO, ensuring timely and effective communication. Travel Arrangements: Organize travel plans, accommodation, and itineraries as needed. Document Management: Assist in the creation, formatting, and editing of agreements, working documents, and presentations. Zoho Platform Expertise: Proficient in using Zoho CRM,...

What is the primary goal of your website? Sell products online How many products are you looking to have listed on your Shopify site? Over 2000 Products Do you require any custom functionality or integrations for your Shopify site? Membership or subscription system, Custom product configurator, Integration with specific CRM/ERP

...customers and set appointments for a sales manager. You will help build our sales pipeline and will document the disposition of your calls and write call notes as needed. You will utilize the iService CRM system and other sales automation tools to track interactions and report on sales activities. Requirements: - Proven experience in appointment setting and business development, preferably in the software or technology sector. - Excellent command of the English language, with strong communication and presentation skills. - Ability to work during normal US business hours (Central Time Zone) from a home office. - A well-equipped home office setup, including a reliable internet connection, headset, and computer. - Proficient in using various software tools for sales ...

...sophisticated grain purchase management application designed primarily to manage suppliers and buyers effectively. Here's what I'm looking for: - **Core Functionality:** - Ability to store basic contact information for suppliers and buyers. - Facilitate purchasing transactions. - Maintain a functional interface for data entry and retrieval. - **User Roles:** - Development of multiple user roles with specific access levels. - Intuitive UI for role management. - **Desired Skills:** - Proficient in database management. - Experienced with user access control. - Strong background in application security. - **Experience:** - Previous work on supply chain or CRM systems is beneficial. - Familiarity with the agriculture or com...

...manage engaging content for my Facebook and Instagram pages, with the aim of generating leads. The ideal candidate will have extensive experience in creating social media campaigns targeted towards individual consumers. Additionally, you'll be responsible for matching these leads with a CRM system to streamline tracking, although I currently don't have an existing CRM system. Experience in implementing a new CRM system will therefore be highly beneficial. Key Responsibilities: - Build, plan and implement social media campaigns - Lead generation targeting individual consumers - Track leads via CRM (experience in CRM integration and implementation is a must) Desired Skills: - Experienced in Facebook and Instagram marketing - Pr...

...The idea is to offer a Software as a Service platform for a certain niche in the logistical market. The key of the platform we need to build, is to render a a service by giving visibility to the import and export process from the moment the product leaves the supplier port until it reaches its destination (in the port destination). From a commercial prespective, the main user will be the consignee company (for example, product importer). Therefore This solution must have certain fields in order to identify the different participants such as the "Consignee", "Customs agent","Freight Forwarder" and "Shipper" (can be air, land or sea). This participants are the ones that should be able to input data into the database. So as a resume ...

I'm seeking a proficient freelancer who sp...and Experience Required: - Strong communication and interpersonal skills - Proven track record in B2B sales, particularly within the technology industry - Ability to engage and persuade decision-makers - Proficient in lead generation and nurturing techniques - CRM software experience Key Responsibilities: - Contact a predefined list of technology businesses - Introduce our products/services fluently and convincingly - Qualify potential leads based on specific criteria - Document interactions and follow-up diligently I'm looking for someone who is not just a salesperson but a consultant who can represent our company's innovative spirit and technological prowess. If you have experience turning cold calls into warm l...

I'm seeking expert assistance for automating my email tasks. I'm overwhelmed by daily emails and require a sophisticated system to manage my inbox efficiently. Here are my core requirements: - Develop an automation system that sorts, tags, and responds to emails. - If capable, integrate an existing CRM to streamline workflows. - Provide a solution that can adapt to varying email loads and content. - Train me on maintaining and adjusting the system post-setup. Ideal candidates will possess: - Proven experience with email automation tools (e.g., Mailchimp, Zapier). - Strong understanding of email protocols and filtering algorithms. - Ability to work with CRMs if necessary. - Great communication skills for training sessions. While I didn't specify a dea...

I'm seeking a freelancer with robust experience in setting up and managing a customer support call center dedicated to providing exceptional technical support. Here's what I'm looking for: - Proficiency in managing both inbound and outbound calls. - Proven success in delivering technical support over the phone. - Ability to train staff in customer service excellence. - Familiarity with call center technology and CRM tools. Ideal skills: - Call center management - Technical support training - Customer service expertise - Problem-solving skills - CRM software proficiency Experience required: - Proven track record with call center operations. - Extensive experience in customer support roles. - Knowledge in the technology related to our products/services...

READ .PDF FIRST. I am looking for a skilled developer with experience in the Codeigniter PHP framework to modify the Perfex CRM module. Specific requirements for this project include customizing existing features of the CRM module. I have a detailed requirement and specification document available, which will be provided to the selected developer. The expected timeline for these modifications is less than 2 weeks. Ideal skills and experience for this job include: - Proficiency in the Codeigniter PHP framework - Experience with customizing CRM modules - Strong attention to detail and ability to follow specifications accurately - Ability to deliver high-quality work within tight deadlines.

I'm looking for an experienced freelancer to integrate Facebook Pixel with my Salesforce CRM via Zapier. I want a setup that tracks conversions from my Facebook advertisements directly within Salesforce. Key tasks include: - Setting up Zapier to connect Facebook Pixel and Salesforce, ensuring accurate data flow. - Configuring the Facebook Pixel to track product purchases as conversions. - Adjusting Salesforce workflow to track changes in status that reflect conversion events. Ideal skills for this project: - Proficiency with Salesforce CRM and Facebook Pixel. - Extensive experience with Zapier integration. - Strong understanding of conversion tracking and sales funnels. - Ability to set up and test workflows to ensure accurate data tracking. I'm ai...

I'm in need of a skilled Vtiger developer to handle a couple of tasks on my platform. Primary Tasks: - Customize my Vtiger CRM to meet my unique business needs - Develop a unique Vtiger module focused on project management Design Expectations: I have specific design and branding requirements that need to be adhered to. Therefore, proficiency in UI/UX design will be a major advantage. Ideal Candidate: The ideal candidate will have extensive experience in Vtiger CRM customization and module development. They should also have a deep understanding of project management systems. It's essential that the developer is attentive to details, particularly branding specifics as per the design requirement.

I'm in need of a CRM expert to create a system that will revolutionize the way my team manages our contacts, leads, and tasks. Here's what I'm looking for: - **Contact Management:** A streamlined process to maintain all contact details efficiently. - **Lead Tracking:** Capabilities to track and manage potential customers through the sales funnel. - **Task Management:** A feature for setting tasks, reminders, and follow-ups for team members. Additionally, the system should seamlessly integrate with: - Google Sheets for data synchronization. - Gmail for direct email communications within the CRM. - Razorpay for processing payments and tracking transactions. The CRM will be used by my team of about 10 to 50 user...

...skilled individual with a proven track record in both B2B and B2C lead generation. - Proficiency in targeting multiple industries, including healthcare, finance, manufacturing, and retail. - Capacity to initiate conversations, identify decision-makers, and generate interest in our offerings. Ideal Candidate Attributes: - Robust experience in cold calling and lead conversion. - Familiarity with CRM tools and maintaining lead databases. - Excellent communication skills, fluent in English, additional languages a plus. - Strong understanding of healthcare, finance, manufacturing, or retail sectors. Please include your experience specifically related to these sectors in your application. I'm excited to collaborate with someone who can bring significant growth to our sales wil...

As a Mobile Repair business owner, I need a more streamlined and efficient tool for handling our operations. There are specific Odoo customizations that I am looking for right now to enhance our functionality: 1. **Custom Features:** - Inventory Management: I need a solid system that can accurately track all our mobile parts inventory. - Customer Relationship Management: A well-integrated CRM is vital to manage our customer interactions and data throughout. - Repairing Tickets: We require an automated ticketing system to track all repairs accurately. - Point of Sale: An efficient POS is necessary to speed up our checkout process. - Employee Referral: This will help incentivize our employees to bring in more referrals. - Custom Reports: We need a repo...

...from spreadsheets into a CRM database This will need to be done from my home, or office for the first week, for basic subject matter training, to ensure accuracy and adherence to brief and then can be done remotely. Here's what I need from you: - **Data Transcription**: Accurately transfer data from spreadsheet format into a CRM (database). - **Spreadsheet Proficiency**: basic familiarity with Excel or similar software. - **Attention to Detail**: Keen eye to ensure data is entered without errors. - **Confidential Handling**: Maintain confidentiality of the information provided. _**Privacy**. Handle all personal data in accordance with the Privacy Act -** Information sourcing**. Data may be needed to be cross checked against 1,2 or 3 web bas...

SaaS web application. With a smart search engine that records your searches QR system With the location based feature, it shows nearby offers and coupons With a responsive design and compatible with search engines In-house advertising system with Google Adsens ads Support...compatible with search engines In-house advertising system with Google Adsens ads Supports two languages: Arabic and English (with RTL feature) Supports store registration with a store control panel Coupon and voucher generator Integration (API) with Google Analytics, Facebook Pixel, marketing text messaging and verification system Complete CRM system with technical support Integration (API) with Google Maps in order to extract and export data A system for creating pages and forms Internal com...

...Shopify, chosen for its user-friendliness and customization options. - Crafting an engaging landing page as the central hub for our marketing campaigns, aiming to drive and convert traffic. - Seamless integration with necessary payment gateways—ensuring a variety of payment options for customer convenience. - Incorporation of advanced inventory tracking systems to maintain real-time stock visibility. - Integration with a robust Customer Relationship Management (CRM) system to nurture leads and maintain customer relationships. Ideal candidate should have: - Proven track record of building successful Shopify stores. - Experience with payment and inventory management integration. - Knowledge of CRM systems and best practices. - Expertise in CRO (...

We are looking for a skilled and experienced sales representative to join our team and help us schedule appointments through cold calls and cold reach. Our target audience is business owners who require digital marketing services. Responsibilities: - Make 100 calls per day. - Conducting cold calls and reaching out to potential clients in the sales industry. - Using direct selling techniques to effectively communicate our products/services and generate interest. - Building rapport and relationships with potential clients to schedule appointments. - Following up with leads and ensuring a smooth transition to the appointment schedule. - Track the updates in our CRM system - Follow up with the leads until they sign the contract with us for our services. Requirements: - S...

...específicamente para ERP/CRM en la nube. El pago se realizará por oportunidad que tenga una calificación positiva en la puntuación BANT (presupuesto, autoridad, necesidad y tiempo). • Industrias: Los clientes potenciales ideales son las empresas de los sectores de manufactura, servicios profesionales, construcción, comercio minorista (retail), farmacia, hospitales, hoteles y restaurantes. • Demografía: Es importante un enfoque nacional: todas las empresas deben estar ubicadas dentro de Mexico. • Tamaño de la empresa: Enfoque en empresas pequeñas y medianas; las grandes corporaciones no son mi enfoque actualmente. • Territorio objetivo: Empresas con ingresos mayores a 1 millón de dólares, y...

...both implementations of new features and customized solutions. My focus is on robusting the integration of Inventory Management and CRM with my existing Odoo setup. Here's what I require from a freelancer: - Extensive experience with Odoo, specifically with versions 15 or later. - Proven track record of successful Inventory Management and CRM module integrations. - Capability to implement new functionalities while customizing existing ones to fit my business processes. - Ability to provide strategic input on system optimization and module deployment. Ideal skills: - Proficiency in Python and Odoo development. - Understanding of business processes related to CRM and inventory. - Great problem-solving skills and a detail-oriented approach to implementation. -...

I'm seeking a skilled sales professional who can effectively handle outbound calls for my service-based business with the primary goal of increasing sales. Below are the details of what I'm looking for: - **Call Handling**: Confidently making calls to potential clients. - **Sales Strategy**: Develop and execute a strategy that leads to successful sales conversions. - **CRM Usage**: Utilize customer relationship management tools to track leads and customer interactions. - **Performance Tracking**: Keep records of sales achievements and provide regular reports. **Skills and Experience Needed**: - Excellent communication and persuasive skills. - Proven sales experience, particularly with service-based offerings. - Ability to work independently and meet sales ...

...and email marketing, with the primary goal of securing appointments for our dedicated closing team. The successful candidate will play a key role in driving our sales process, earning a competitive base salary, and receiving commission for each successfully scheduled appointment. Key Responsibilities: 1. Conduct outbound cold calls and implement effective email marketing strategies to generate interest in our products/services. 2. Engage prospects in a professional and persuasive manner to secure commitment to an appointment for a phone call with our closing team. 3. Follow provided scripts while demonstrating adaptability in communication to effectively respond to various prospect inquiries. 4. Schedule appointments for the closing team based on prospect av...

Poszukuję osoby która połączy system CRM z Subiektem GT. Synchronizacja danych w zakresie klienci, baza towarowa, zamówienia, etc... System CRM - autorski, na urządzenia mobile Android. W przypadku zainteresowania ofertą udzielę wszelkich niezbędnych informacji.

Sto cercando un libero professionista con una profonda esperienza in Zoho CRM che mi aiuti con: - Adattamento delle funzionalità predefinite per adattarle ai miei processi aziendali. - Impostazione dell'automazione avanzata per semplificare i flussi di lavoro. Le competenze ideali dovrebbero includere: - Conoscenza approfondita delle funzionalità di Zoho CRM. - Esperienza nella creazione di campi personalizzati, layout e automazione del flusso di lavoro. - Capacità di sviluppare soluzioni intuitive che ottimizzano l'efficienza del CRM. Sequenza temporale: - Scadenza flessibile, focalizzata sulla qualità e precisione e collaborazione continuativa

I'm looking for an Odoo ERP expert to implement a hierarchy management system specific to my company's sales team. We need hierarchy management ( Regional Access ) in Odoo 16 Enterprise Contact : user should be able to see only the contacts of his region only, normally region is district in our case , but in Odoo there is no field like district, and again there is hierarchy Sales person will see the contact of his region, manager can see the contact of 2-3 sales person region , that way User should be able to see the data of his region only , it can be put like this Field Officer should be able to see the data of hi city only , District Manager should be able to see data of his district only, State manager should be able to see the data of his state only, and country ma...

I'm looking for a specialized Salesforce developer to elevate our company's use of Salesforce by focusing on two main areas: automating data management and enhancing our CRM capabilities. Below are the specific requirements: - **Automation Goals:** - Develop systems to automate data entry and management tasks. - **CRM Enhancement Goals:** - Improve our customer support and service automation. - Deliver custom relationship insights and analytics for better decision-making. Ideal candidate should possess the following: - **Skills and Experience:** - Proficient in implementing Salesforce SAML SSO and OIDC SSO. - Experienced with JitHandler integrations. - Solid understanding and use of oAuth within Salesforce. - Strong background ...