Perfex Crm jobs

...present our opportunity (script and talking points provided), and record the outcome in a shared tracker. • Secure permission for a follow-up meeting or gather any immediate feedback. I will supply the pitch materials, a CRM template, and guidance on investor profiles. You will update the tracker daily so I can see progress in real time. Strong spoken English and comfort making professional calls are essential; previous experience speaking with investors, executives, or high-net-worth individuals is a plus. Deliverables (to mark the project complete): • Spreadsheet or CRM export with verified investor details and call outcomes. • Call log with date, time, contact name, and next-step notes. • Brief summary highlighting key insights or object...

...through clear, step-by-step fixes, and log everything in our cloud CRM (Zendesk / Freshdesk or a similar tool you already know). When a situation needs deeper escalation, you’ll prepare concise ticket notes so our Tier-2 team can jump in without duplicating effort. Key expectations • Confident, friendly voice on the line—native-level English is a must. • Solid troubleshooting mindset; you’re comfortable with remote-desktop tools, basic networking concepts, and common OS problems. • Accurate record-keeping after each call so our metrics, SLAs, and knowledge base stay healthy. • Availability during US business hours with a stable internet connection and a noise-free workspace. Deliverables – Daily call log exported from the ...

...polished, and unmistakably professional, with a custom design that is unique to our brand. Every screen—mobile, tablet, and desktop—should load lightning-fast, remain fully responsive, and follow current SEO best practices so we start ranking from day one. Functionally, the site needs three core conversion tools built in from the outset: • a prominent contact form that routes inquiries to our CRM, • live-chat support so visitors can speak with us in real time, and • an easy newsletter sign-up that feeds directly into our email-marketing list. I’ll also need a secure, well-structured backend (WordPress, Webflow, or a comparably intuitive CMS) with a clean dashboard where my team can manage content without touching code. Performance optimizat...

...Water Damage Assistance” form * Contact forms connected to our company email * Google Maps integration * Social media links * Testimonials section * Certifications and insurance section * Basic local SEO for Orlando and Central Florida * Google Analytics setup * Basic security and spam protection * Easy for our team to update after completion We would also like the website prepared for a future CRM integration, such as HubSpot, and capable of tracking leads submitted through the website. Ideal Freelancer: * Experienced with WordPress and Elementor Pro * Experience designing websites for janitorial, restoration, construction, or facility service companies * Strong understanding of lead-generation websites * Able to write or improve professional English website content * F...

...details about course structures, schedules and fees, then guide interested students step-by-step through the application process. When a prospect meets our eligibility criteria, you’ll nudge them toward a firm commitment and record the outcome along with basic call notes and follow-up dates in a simple tracker (Google Sheets or similar). Because the conversations follow an established script and CRM workflow, I’m open to someone with entry-level experience—as long as you’re friendly, organized and willing to learn quickly. Training on our programs, tone and admission policies is provided on day one; after that you should feel confident handling calls independently and hitting weekly conversion targets. Deliverables • Daily log of calls, social-med...

... successful conversions, and the value of the deals. There is no fixed earning guarantee. ## Training Selected candidates will receive structured training covering: * Cold calling fundamentals * AX Media and our services * Calling script * Communication and confidence * How to start a conversation * Qualification and appointment booking * Objection handling * Follow-up process * Lead sheet / CRM updates * Professional calling behaviour The initial training period will be used to understand your communication, consistency, and ability to follow the process. ## Skills We Look For There are no specific educational qualifications required. You should have: * Clear communication skills * Basic Hindi/Hinglish communication ability * Basic understanding of English * Confidence w...

We are looking for an experienced B2B Lead Generation / Market Research Freelancer to conduct a one-time research project for our company, AI-3SIXTY. Our company provides AI-first operations, automation and transformation services to U.S. mid-market companies, with expertise across Sales Operations/RevOps, CRM, Finance & Accounting, Supply Chain, Warehouse Operations, AI automation and process transformation. We need a qualified list of 50 potential U.S. companies that could be strong prospects for our services. For each company, please provide: • Company name and website • Industry and company size/revenue range • Why the company is a potential fit for our services • Key decision-maker's name and designation • LinkedIn profile • Business em...

... successful conversions, and the value of the deals. There is no fixed earning guarantee. ## Training Selected candidates will receive structured training covering: * Cold calling fundamentals * AX Media and our services * Calling script * Communication and confidence * How to start a conversation * Qualification and appointment booking * Objection handling * Follow-up process * Lead sheet / CRM updates * Professional calling behaviour The initial training period will be used to understand your communication, consistency, and ability to follow the process. ## Skills We Look For There are no specific educational qualifications required. You should have: * Clear communication skills * Basic Hindi/Hinglish communication ability * Basic understanding of English * Confidence w...

...generation, and client acquisition. About Us We are Golyne Solutions, a technology and digital services company offering solutions for businesses of different sizes. Our two main offerings are: 1. Golyne CRM A cloud-based CRM platform designed to help businesses manage their customers, leads, sales, and day-to-day business processes more efficiently. Website: 2. Digital & IT Services Through our agency, we provide services including: Website Development Web Application Development Mobile App Development Digital Marketing SEO Social Media Marketing Software Development CRM Solutions Custom Business Solutions And other technology/digital services What You Will Do Your primary responsibility will be to find potential customers, approach them, understand the...

I’m launching a new startup and need a full-stack developer who can deliver a business website built completely from scratch—no pre-made templates. The site must be clean, fast, and responsive across desktop and mobile. Core requirements • CRM integration focused on customer data management. I need every visitor’s details captured automatically so I can view, segment, and update records from a single dashboard. If you prefer a platform such as HubSpot, Zoho, or a custom Laravel/PHP solution, let me know why and how you’ll configure it. • Real-time communication via live chat. Users should click a floating widget, start a conversation instantly, and continue the thread even if they leave and return. Drift, , Intercom, or a custom WebSocket imple...

...business and I’m ready to bring on a dependable Virtual Assistant for a long-term collaboration. Your core focus will be organizing client data. Day to day, that means gathering information from emails or shared folders, structuring it logically, and keeping everything easy to find. I currently lean on computer support solutions for this work, though if you’re comfortable with spreadsheets or a light CRM I’m happy to adapt. Beyond data organization, you’ll occasionally help with general administrative tasks—simple research, light business writing, and routine inbox maintenance. Nothing is overly technical; basic computer literacy, clear written communication, and attention to detail are what really matter. If you’re reliable, proactive, and e...

...contact form. A key requirement is native integration with a CRM system so every enquiry or contact-form submission feeds straight into the pipeline with the right tags and source tracking. I’m not planning to take payments online at this stage, and I don’t need any email-marketing automation yet—so the focus stays on a smooth content experience and solid lead capture. Suggested tech such as WordPress, Webflow or a lightweight headless CMS is fine as long as the final build is easy for non-technical staff to update. Good page-load speed, mobile-first layout, and basic on-page SEO must be baked in from day one. Deliverables • Fully designed and developed academy website (home, courses, resources, about, contact). • CRM system integra...

I need a single, fully-integrated CRM platform that lets one person run my entire law firm with AI handling every routine and data-heavy task. From the first touchpoint with a prospect right through to closing the matter—and then on to HR, accounts, compliance, and ongoing client care—I want the system to think, draft, remind, route and report without constant human supervision. Key functions the agents must own • Lead generation and qualification, including outreach sequencing via our email system. • AI-assisted legal drafting that pulls data from our document-management repository and populates templates automatically. • Human-resources workflows such as candidate screening, onboarding checklists and performance reminders. • Any remaining...

...maintainable code The purpose of this assessment is only to evaluate: Technical ability Development speed Code quality Ability to follow requirements Testing discipline Communication It is not a commercial product, will not be delivered to a client and will not be resold or used for profit. The assessment should remain intentionally small and simple. Typical future projects Projects may include: CRM systems Client and vehicle management Quotations Work orders Inventory Appointments Dashboards Internal management systems Business process automation These will generally be practical internal tools for small businesses rather than huge enterprise applications. When applying, please answer How many years of C# / ASP.NET Core experience do you have? Are you comfortable working mainly ...

...seconds. Clear, polished communication is therefore critical. Understanding our value proposition, capabilities and solving their problem is the key to success! Key deliverables • Minimum weekly quota of qualified introductions achieved via LinkedIn, phone and/or email • Confirmed dates for on-site visits and/or viewing video overview with decision makers • Brief activity report submitted via CRM immediately upon contact made, responses, and next steps • Ongoing contact and follow-up may be required to affirm corporate relationship build Acceptance criteria A deliverable is considered complete when the executive personally agrees to a site visit (virtual or in-person) and the appointment is entered on our shared calendar which include personal conta...

...conversations into signed purchase orders. Your day-to-day revolves around final negotiations: confirming specs, handling objections, agreeing on Incoterms, and pushing the deal across the finish line. I take care of lead generation, logistics, and after-sales support, so you can focus on what you do best—closing. Key deliverables • A measurable pipeline of closed orders, reported weekly • Basic CRM updates so I can track progress and schedule fulfilment • Quick hand-over of any technical or after-sale questions that surface once the contract is signed If you already sell heavy machinery, production lines, or industrial components, you will feel right at home with our catalog. Multilingual skills, familiarity with export compliance, and existing rela...

...learn—so messaging and creative will have to flex by age bracket while still feeling like one cohesive brand story. Content mix Blog posts for authority, short videos for quick engagement, and eye-catching infographics for easy sharing will form the core of the programme. Everything should be optimised for each platform’s best practices and tied to clear calls-to-action that route prospects into our CRM. Scope & key deliverables • Channel strategy that details positioning and ad-set structure for Facebook, Instagram, and LinkedIn • Editorial calendar mapping blog posts, videos, and infographics to each audience segment • Creation (or direction) of all creative assets, including copy, thumbnails, and captions • Paid and organic distr...

...reliable automated workflows using **n8n, Make, Zapier, AI agents, APIs, webhooks, CRMs, and AI models. Responsibilities: * Build and maintain advanced automation workflows using n8n, , and Zapier * Develop AI agents and AI-powered workflows using OpenAI, Claude, Gemini, or similar LLMs * Integrate third-party platforms through REST APIs, webhooks, OAuth, JSON, and API authentication * Build CRM automation for lead capture, qualification, follow-ups, pipeline management, and reporting * Create AI-powered chatbots, WhatsApp automations, and customer-support workflows * Work with Voice AI platforms and conversational AI when required * Connect automation systems with Google Workspace, Airtable, Notion, Slack, CRMs, databases, and other SaaS platforms * Debug existing workflows and...

I need an expert to customize Zoho CRM for effective client communication and management of our prospective order pipeline. Key Requirements: - Customize records for: - Contacts - Meetings - Formal communications - Promotional events - Streamline client communication logs: - Client contacts - Meetings - Formal communications Ideal Skills & Experience: - Proficiency in Zoho CRM customization - Strong understanding of client relationship management tools - Experience in automating and organizing client communication records - Ability to tailor the CRM to fit specific business needs Please provide examples of previous Zoho CRM customization projects.

...TypeScript * WOW Dashboard template * Existing REST APIs The existing functionality and APIs should be preserved. ### Ideal Freelancer We are looking for someone with strong experience in: * SaaS dashboard design * Admin panels * ERP UI/UX * React applications * Modern web application design * UI/UX audits * Design systems and reusable components Experience with **ERP, School Management Systems, CRM or similar business applications** will be an advantage. ### Important **Please do not immediately quote only for changing the sidebar.** We want you to first **review the complete admin panel**, understand the product, identify the design/UX gaps, and then provide your recommendation and quotation. In your proposal, please share: * 2–3 examples of modern admin panels/...

...you’ll handle • Research and add fresh German-language business leads to the pipeline • Execute high-volume cold-calling and LinkedIn outreach with a clear, value-driven pitch • Manage the entire sales process, from first touch through contract signature and hand-off to onboarding • Keep concise notes in our CRM so we can both track deal progress and lifetime value What I’ll supply • Initial product training, sales scripts and objection-handling material • Access to our CRM plus any required call software • Warm inbound leads when available, though success ultimately relies on your proactive outreach Success looks like weekly pipeline updates and a steady flow of closed deals that activate and renew. If you...

...implement and manage marketing automation solutions for our growing business. This is an ideal opportunity to showcase your expertise in marketing automation platforms and strategies. Scope of Work Set up and configure marketing automation tools/platforms Design and optimise automated email campaigns Implement lead nurturing workflows Create customer journey automations Integration with existing CRM/business tools Performance tracking and optimization Documentation and training (if applicable) What We're Looking For: 1. Proven experience with marketing automation platforms (HubSpot, Marketo, ActiveCampaign, Mailchimp, etc.) 2. Strong understanding of email marketing and customer workflows 3. Ability to work independently with minimal supervision 4. Excellent communication ...

We are looking for someone who can help us find genuine businesses that are actually looking for software development, not just a list of random leads. We develop websites, mobile applications, custom ERP/CRM systems, business management software and other full-stack applications. Your job will be to: Find businesses/startups that may currently need a website, mobile app, ERP, CRM, inventory/order management system or custom software. Identify and contact the owner, founder, director or actual decision maker. Talk to them and understand whether they have a current software requirement. Explain briefly that we can develop a custom solution for their requirement. Do not send us a contact just because they have a business. Only forward the prospect to us when they have shown ...

...and desktop). • SEO-ready structure: proper schema, clean permalinks, meta tags, and XML sitemap. • Simple back-end options so I can add or tweak service pages without touching code. Key deliverables 1. Wireframes & mock-ups signed off before development. 2. Complete WordPress build, pages mirroring competitor’s flow but branded for Vibecode. 3. Service inquiry form integrated with my CRM/email automation. 4. Blog section ready for future content (initial posts not required). 5. Security hardening, daily backup schedule, and staging environment. 6. Launch support and a short hand-off video walkthrough. Acceptance criteria • All major browsers and devices tested. • No console errors or 404s. • User can submit the custom se...

I need a fresh, fully responsive interface for my in-house CRM. The job covers both the visual direction and the actual front-end build, so you’ll be sketching the screens as well as writing the HTML5, CSS3 and any light JavaScript required to bring them to life. The system already works on the back-end; what’s missing is a dynamic, intuitive user experience that feels modern on desktop, tablet and mobile. I’m open on style as long as the end result is clean, uncluttered and easy for staff to navigate. Performance matters: lean markup, reusable components and fast-loading assets are a must. Deliverables • High-fidelity mock-ups for each CRM screen (figma, sketch or XD) • Responsive HTML/CSS (Bootstrap, Tailwind or hand-rolled—your call, a...

...You'll design tasks that need multi-step research, data extraction and real professional judgment, then set the criteria for scoring them. Full-time for the duration of the contract. What you'll do Complex prompt creation Write detailed scenario prompts rooted in real sales workflows: account research and prospect qualification, pipeline review and forecasting, quote and proposal construction, CRM hygiene and deal-stage auditing, territory planning, and post-call follow-up sequencing. Some briefs run through QuickBooks, covering estimates, invoicing and customer records. AI model testing Run your prompts in the platform to surface failure modes, hallucination triggers and reasoning gaps. Escalate the complexity as you go. Rubric and checklist authoring Write objecti...

...quote close rates, talk confidently about proven calling scripts, and point to clear wins in past campaigns. Beyond personal numbers, I also need someone who can step up as a small-team leader—coaching newer agents on tone, pacing, and objection handling, setting shared targets, and keeping morale high when the phone lines get tough. If you have experience refining call scripts, tracking KPIs in a CRM such as HubSpot or Salesforce, and running quick huddles to review yesterday’s metrics, you’ll feel right at home here. Please highlight your relevant experience: the industries you’ve sold into, the size of teams you’ve led (if any), and the average monthly growth or quotas you achieved. Attach any brief success stories that show how your solution-or...

...put it in their hands. Scope of work • Work qualified leads I provide (you are free to add your own). • Run discovery, deliver a live demo, address objections, and close the annual license. • Log every touchpoint in the shared CRM and hand closed accounts back to me for onboarding. Commission starts at 33% of all deals closed (Ranging from $1000 - $2500) Acceptance criteria • 5 new paid accounts in the first 30 days. • Each customer must be a U.S.-based small business that fits the government-contractor profile. • All activity documented in the CRM on the same day it occurs. If you have closed B2B SaaS deals for small government contractors before, know your way around , GSA schedules, or FAR requirements, you will ramp up quic...

Python AI CRM Automation MVP — API Integration & AI Workflow I am building an AI-powered CRM automation system for a business and are looking for a strong Python developer to help develop the initial technical MVP. The system will connect a CRM/API with a Python backend and an AI layer to automate selected customer and lead-management workflows. This is intended to become a longer-term project, but we want to begin with a focused technical milestone before expanding the scope. The proper developer will help with: * Python backend development * CRM API integration * REST API development * Database design and queries * CRM data retrieval and updating * AI/LLM API integration * Structured data processing * Automation workflow implementation * E...

Our team relies on Odoo’s Sales, Inventory, and Accounting apps, and we’ve reached the point where the out-of-the-box setup no longer fits our workflow. I need an Odoo specialist who can: • Custom-tailor each of the three modules so screens, fields, and logic align with the way we actually sell, stock, and book revenue. • Integrate Odoo with our existing third-party tools (CRM, courier API, and a small in-house finance dashboard) so data flows seamlessly. REST and XML-RPC experience will be handy here. • Walk the core users through the revised environment, recording short how-to sessions so new staff can self-train later. Key acceptance criteria • All customisations survive standard Odoo upgrades. • End-to-end order flow (quote → i...

...that plugs cleanly into the existing stack and follows Odoo best-practice coding standards (Python, XML views, qWeb, ORM). Core scope • Quotation Management – streamlined quotation creation, versioning, and automatic status tracking. • Sales Reporting – dynamic dashboards and exportable reports that slice by product, salesperson, and period. • Customer Relationship Management – lightweight CRM touches tied directly to the new sales workflow so every interaction is logged and searchable. Acceptance criteria 1. Module installs through standard Apps interface with no core code overwrite. 2. All new models, views, menus, and security rules are contained in their own namespace. 3. Unit tests cover critical business logic; demo data provid...

...nurturing warm conversations until the prospect is ready to meet with our strategy team. I’ll supply an ideal-customer profile, value propositions, and access to our CRM. You’ll research prospects, craft personalized outreach, handle follow-ups, and lock in calendar slots that meet our criteria for decision-maker, budget, and need. Clear, timely notes in the CRM are essential so my team can step in seamlessly once the meeting is set. Deliverables that matter to me: • A minimum agreed-upon number of qualified appointments per week, booked directly onto our shared calendar • Up-to-date contact histories and tags in the CRM • Weekly summary report highlighting wins, challenges, and next steps I measure success by show-up r...

...conversion * How to build repeat customers * Whether reseller/affiliate partnerships make sense ⸻ Ideal Freelancer You should have experience in one or more of: * GSM/mobile-device industry * Android ecosystem * Digital marketing * International marketing * SEO * Google Ads * Meta Ads * Lead generation * Customer acquisition * Market research * Business development * E-commerce/service businesses * CRM/funnel optimization GSM industry knowledge is strongly preferred. I don’t want a generic SEO freelancer who only provides backlinks. I want someone who understands business + GSM market + customer psychology + marketing + conversion. ⸻ What I Expect Before Hiring Please provide a short preliminary strategy in your proposal answering: 1. Which 5 countries would you ...

...interest, coordinate a suitable time on my calendar, send confirmation details, and update my CRM so I always know the current status of each lead. No cold calling is involved—these are follow-ups meant solely to secure a firm date and time. Your day-to-day may include: • Reaching out by phone, email, or text (whatever the prospect prefers) • Handling minor reschedule requests and time-zone checks • Logging each interaction and the final appointment in HubSpot (or a similar platform) Turnaround: I’d like to have the full system running smoothly and all current prospects booked within a month. When you apply, focus on the experience you have with dedicated appointment setting, calendar coordination, and CRM updates. If you’ve handled ...

...enquiries that reach our line and outbound follow-up calls to warm leads I provide. Your main objective is to speak with prospects conversationally, capture key details, and lock in a convenient appointment on the shared calendar. You will receive a brief product overview, a simple call script, and access to the calendar so you can book confirmed time slots on my behalf. A spreadsheet or light CRM of your choice is fine for logging interactions; I only ask that every call outcome is recorded the same day so I can track progress. Deliverables • Daily call log with contact details and outcomes • Confirmed appointments, entered directly into the shared calendar • End-of-week summary highlighting common questions or objections Please have a quiet workspace...

Project Title:- Drupal Website Consolidation & Multi-Language Migration — Global B2B Manufacturer (21 sites → 1, 15 languages) Category:- Website Design / Web Development / CMS Development (Drupal) Skills / Tags:- Drupal, Drupal 10, PHP, Multilingual Website, Website Migration, WordPress to Drupal Migration, Pantheon, Salesforce Integration, CRM Integration, PIM Integration, SEO, 301 Redirects, WCAG Accessibility, HTML, CSS Project Type:- Fixed Price (milestone-based) Budget Do not enter a specific number in the public listing — select Freelancer.com's highest available budget bracket (or mark "Budget: to be discussed based on detailed brief") so bidders quote against the actual scope rather than anchoring to a number you post. Serious agencies...

I am looking for an experienced Full Stack Developer to review, improve, optimize, and enhance an enterprise-grade ISP Customer Relationship Management (CRM) and ticketing platform. SuperLink ISP CRM is designed to manage ISP operations from a centralized platform, including customers, sites, network connections, tickets, billing, payments, credentials, quotations, and operational workflows. The existing application is already developed using a modern PERN + TypeScript architecture, and I am looking for professional-level improvements, bug fixing, feature enhancement, UI/UX refinement, security improvements, and production optimization. ### Project Objectives The main objective is to make the platform more polished, reliable, scalable, secure, and production-ready for rea...

The assignment centers on turning interest in a B2B technology product into signed contracts....contracts. Expect to work the full cycle: sourcing and nurturing prospects through targeted email campaigns, sparking conversations via cold calls, and keeping momentum alive on social media before moving each opportunity to the finish line. Deliverables must include: • A minimum agreed-upon number of closed deals per month • Weekly pipeline and activity summary pulled from your preferred CRM or spreadsheet • Continuous feedback on campaign performance so messaging can be refined quickly Success is measured strictly by closed revenue, not just meetings booked. All outreach assets, lead lists, and product training materials are provided on day one so you can conc...

...Commission-only B2B sales arrangements are common on freelance marketplaces, including examples offering 15%+ of collected project value. Who We’re Looking For We want someone who is: * Hungry for sales * Good at communication * Confident approaching businesses * Comfortable with cold outreach * Good at negotiation * Strong in English * Comfortable using Instagram/LinkedIn/WhatsApp * Able to maintain a CRM/lead sheet * Able to follow up repeatedly * Interested in fashion, beauty, entertainment or advertising Existing relationships with brands, agencies, production houses, hotels or marketing companies are a major advantage. NOT Suitable For We are not looking for someone whose main skill is posting Instagram content. We need someone who can say: “Give me the ...

Our team relies on a fully custom-built CMS & CRM written in JavaScript/Node.js. It underpins everything from project and retainer tracking to sales pipelines, and it already talks to Gmail, Google Docs, and ChatGPT to automate daily workflows. I need a reliable technical partner who can step in whenever our in-house developer is unavailable, keep an eye on system health, and roll out small-to-mid-size enhancements we queue up. Think of it as light “on-call” coverage mixed with incremental feature work rather than a full-time rebuild. Core expectations • Proactively monitor the application, troubleshoot outages or performance drops, and deploy fixes with minimal downtime. • Ship new features or integrations on request—these could range from ad...

I run a growi...spot. You’ll be reaching out to small businesses, so a friendly, consultative tone is essential. What I’ll hand over: a short positioning brief about our agency, a starter script, and a list of prospects. You’re welcome to tweak the script as you see fit; I value natural conversation over rigid wording. What I’m looking for from you: • Daily calls to the provided list • Accurate notes in the CRM after each conversation • A minimum number of qualified appointments agreed before we start (we can finalise the target together) Fluent spoken English and prior cold-calling experience are must-haves. If you can show past success booking appointments in the digital or web-services space, even better. Sound like a good match?...

GoHighLevel CRM Setup, Automation & Lead Management GHL account and CRM setup Sales funnel and landing page creation Workflow & automation setup Lead capture and follow-up automation Email & SMS campaigns Pipeline and opportunity management Appointment booking automation CRM integrations Snapshot setup and customization Ongoing GHL support and optimization

I need a single expert who can design the architecture and then personally build an all-in-one platform that merges CRM, VoIP calling, and—most importantly—robust sales automation. Scope • CRM backbone: clean customer data structures, intuitive contact views, role-based permissions, import/export tools, and real-time search. • VoIP module: in-app softphone, call logging, recordings, click-to-dial, and number provisioning with a reliable SIP provider of your choice. • Sales automation (top priority): – Lead scoring and management that updates in real time. – Automated email campaigns triggered by behavior or pipeline stage, delivered through Mailchimp. – Visual sales pipeline tracking with drag-and-drop stages, pe...

...webinar landing page * Set up the ₹199 webinar registration and payment flow * Build thank-you / confirmation pages * Set up Meta/Facebook & Instagram ad campaigns * Create/write ad copy and suggest creatives/hooks * Set up tracking: Meta Pixel, Google Analytics, conversion events, etc. * Set up WhatsApp/email webinar reminders and follow-up sequences * Integrate payment gateway, webinar platform, CRM and required automation tools * Build the ₹9,999 course sales/checkout funnel * Set up abandoned-registration / follow-up automation where applicable * Test the complete funnel end-to-end before launch * Provide recommendations to improve webinar registration and course conversion rates Existing Assets I already have: * The webinar concept and positioning * Webinar pricing an...

Ps:- what I want is not a software or any development service. Need development partner who can find companies interested in building SaaS products and business software. We are looking for opportunities involving: • SaaS platforms • B2B software • ERP / CRM systems • Business management platforms • AI and automation • Industry-specific software • Web and mobile applications • Enterprise software Your job is to identify businesses that have a real software requirement, contact them, qualify the opportunity, and bring the potential client to us. We are particularly interested in larger projects and long-term SaaS development contracts. Commission only. No fixed salary. You will earn a percentage from the revenue generated by clients you ...

I'm seeking a skilled developer to create a CRM tailored for my e-commerce business, with a strong focus on marketing automation. Key Requirements: - Marketing Automation: Primarily for email campaigns and WhatsApp. - Email Campaign Features: - Email Template Builder: Create customizable templates. - Automated Follow-ups: Set up triggers for automatic responses. - Analytics and Reporting: Track campaign performance. Ideal Skills and Experience: - Expertise in CRM development. - Strong background in marketing automation tools. - Proficiency in analytics and reporting. - Experience with email and WhatsApp integration. I look forward to your proposals!

CRM Cold Email Campaign Specialist Required – Business Magazine We are a business magazine and media platform looking for an experienced Cold Email Outreach / CRM Specialist to manage our email campaigns. We will provide the prospect data, CRM access, target audience, feature details, and required information. Your primary responsibility will be to manage and execute the cold email campaigns through our CRM. Responsibilities: Run cold email campaigns through our CRM Upload/manage provided prospect data Create and schedule professional email campaigns Write and optimize email templates when required Create 5–6 follow-up sequences Personalize emails using the prospect’s name, company, designation, industry, etc. Avoid spam-triggering la...

...the dialer • Database management – Set up an automated backup and verified recovery routine – Optimise tables, indexes and queries for faster list loading and real-time reporting – Migrate legacy data from previous installs without breaking current campaigns • API integration – Build or refactor the REST/SOAP hooks that push leads, dispositions and agent status to our external CRM – Document the endpoints so in-house developers can extend them later Acceptance will be based on: 1. Zero critical errors in the ViciDial logs for 72 hours after changes go live 2. Average dialer load below 1.0 during peak hours 3. Successful test restores from backup and validated data migration 4. API endpoints returning expected JS...

...week The role may later expand to five days per week depending on lead and consultation volume. We would like the selected consultant to begin as soon as possible. Ideal Candidate Preference will be given to candidates with experience in one or more of the following: U.S. law firm intake Legal services sales Telephone sales Lead conversion Client consultations Professional services sales CRM or lead management Outbound calling Customer relationship management Excellent spoken English is required. You should be able to sound professional, confident, empathetic, and persuasive while remaining within approved intake procedures. Engagement Structure The selected candidate will work as an independent contractor through Correct Contracts LLC and will be assigned to sup...

I currently collect enquiries from Meta, my website, Instagram, Email, LinkedIn and Facebook. All of them need to flow straight into my PRISM CRM without anyone touching a spreadsheet. The moment a fresh record lands in PRISM, I’d like an automatic WhatsApp message to go out so we can identify potential clients quickly. Here is the workflow I want built and documented: 1. Capture & routing • Pull every new lead from each source (Meta forms, web contact form, Instagram DM / Ads, Email parser, LinkedIn, Facebook) through webhooks or approved connectors. • Map every captured field to the correct tables in PRISM, creating the contact if it does not yet exist and updating it if it does. 2. WhatsApp engagement • As soon as a lead is created, tr...