Sugarcrm crmproiecte

Quero construir um CRM de captação de clientes e geraçaõ de LEADS, preciso de pelo menos 5 das primeiras telas, estou enviando um exemplo de CRM que considero de sucesso, as imagens seguem em anexo

...relationship management (CRM) tool, Pipedrive. The task requires updating 120 leads with specific information and setting appointments based on email responses. Key Responsibilities: * Updating each lead's status and recording recent interactions. This information is critical to understanding each lead's status and prior involvement, which forms the foundation for future engagements. * Handling email responses. Appointments should be set based on inquiries about our products/services, request for more information, or appointment confirmations. Your attention to these critical emails will help streamline my appointment scheduling and minimize delays. The ideal freelancer for this task should have a background in sales and lead management. Previous experience with ...

...travel backend CRM system that will streamline my daily operations, providing an all-in-between solution. Primarily, it should include: - Customer Relationship Management: To manage and improve client relations. - Booking Management: For seamless handling of bookings. - Invoicing and Payment Tracking: To ensure accurate and reliable handling of financial transactions. In addition to these main functionalities, I require third-party integrations to enhance our work process better: - Google Maps: For a more efficient booking and travel arrangement process. - Travel APIs: To access a broader range of booking options and services. - Email Marketing Software: For improved marketing and communication strategies. Moreover, for effective internal organization, the travel backend C...

...products or services, features, and benefits to effectively communicate their value to potential clients. 5. Appointment Scheduling: Schedule appointments for our sales team based on the availability and preferences of both parties. 6. Lead Management: Keep accurate and detailed records of all interactions with prospects, including contact information, conversations, and appointment details in our CRM system. 7. Follow-Up: Conduct follow-up calls and emails to nurture leads and convert them into scheduled appointments. 8. Goal Achievement: Meet or exceed monthly and quarterly appointment-setting targets to contribute to the company's overall sales goals. 9. Feedback: Provide valuable feedback to the sales and marketing teams regarding prospect responses, objections, and...

I'm seeking an expert in Copper CRM to assist in setting up the system with a focus on sales management. This job requires understanding my unique needs, as I will be the primary user. Essential functions I need to track are: - Lead generation - Prospect tracking - Deal management Skills required for this project include a deep understanding of Copper CRM, sales management strategies, and technical skills to manage and customize the CRM. Previous experience in CRM setup for individual users will be an asset.

I am seeking a profici...proficient WHM SQL PHP developer with expertise in creating browser-based database management solutions. The work will require deep understanding of: - Database management: The core requirement is to develop an efficient database management system for handling our customer data. - Customer data focus: The project is specifically aligned towards managing customer data, hence any expertise in CRM systems would be a real advantage. - Customer registration: A key feature of the project will be to develop a customer registration system. A developer with a background in WHM SQL PHP, Customer Data Management, and Customer Registration Systems will be perfectly suited to meet this project's needs. Yours should be a solution that is efficient, user-friend...

We are seeking a skilled and experienced Full-Stack Developer or Team of Developers to join our team and assist us in building an email sending CRM. This application will consist of various modules with specific functionalities, including a Contacts CRM Module, Segmentation Module, Campaign Scheduling Module, Stats Module, and MTA/ESP Connections Module. Responsibilities: - Develop and maintain the Contacts CRM Module to store email contacts and associated fields, accessible via API. - Implement the Segmentation Module, allowing users to create segments based on previous activity and user-defined criteria. - Enable users to include and exclude segments based on specific conditions using logical operators. - Build the Campaign Scheduling Module to provide campaign distr...

...minimalist website that seamlessly integrates with GoHighLevel CRM. The key features that I want the website to have include: - Contact form: I would like a secure and user-friendly contact form that visitors can use to send inquiries. - Integration with GoHighLevel CRM: Such integration would allow for real-time updates, efficient lead management, and improved customer relationship handling. - Online booking system: An intuitive and easy-to-use booking system for users to make appointments or reservations. The primary aim of this website is to generate leads. As such, it needs to be developed with lead generation, optimization, and conversion tactics in mind. Preferably, the developer should have experience working with GoHighLevel CRM and building websites fo...

I'm currently seek...lobby - Bonus and Promotions Management: Implement bonus and promotional offers effectively. Back-Office: - CRM: Must have a robust Customer Relationship Management system in place. - Reporting and Analytics: For tracking and assessing platform performance. - Affiliate Management: Should include features for managing affiliates, including bonus management and casino game management. As for Casino Game Providers: There's no immediate requirement to integrate specific providers, but your platform should be designed in a way that allows me to easily add any provider in the future. Ideal Skills: Previous iGaming software development, experience with CMS and PAM, capability in CRM & analytical reporting. Previous experience integrating multi...

Kindly note, this project is undefined given no specific details were pr...However, if you're a .NET expert, we'll need you to: - Implement user authentication, data storage and retrieval, reporting and analytics. - Work on a project that could be anything from an e-commerce website to a CRM system, inventory management system, or all three. - The target audience could be anyone from individual consumers to businesses and government organizations. Skills and experience needed: - Strong .NET development skills - Experience in user authentication and data management - Strong understanding of reporting and analytics - Experience in e-commerce website, CRM system, and inventory management system development - Broad understanding of various target audiences. Looking...

I am looking for a skilled, experienced developer to integrate the Pixxi CRM API into my WordPress site. The focus of the development project will be on syncing real estate property data. Key functionalities needed include: • Real Estate Property Data Synchronization: The API should be capable of harmonizing real estate property data across the API interface and the WordPress website. This will require intimate use of Pixxi CRM API's data structures and endpoints. Ideal candidates will have a solid background in API integration, notably Pixxi CRM and WordPress. Familiarity with the real estate sector and property data synchronization is highly desired. Your expertise should allow you to thoroughly understand the scope of the project and execute the develo...

I'm in need of an experienced freelancer who can help to optimize and establish a more efficient email delivery system for me. I currently send emails through Google and CRM. I need a solution, as I believe there is a way to streamline this process but I'm unsure how to go about this. The ideal candidate should have: - Experience with various email delivery services and platforms - In-depth knowledge of Google's email delivery options, specifically Gmail - Ability to provide simple solutions that can be easily understood and implemented - Good communication skills to explain technical terms in a simple manner Your role would be to assess the current system, recommend an efficient replacement based on my needs and set it up. I am especially interested in email marke...

Înregistrează-te sau Conectează-te pentru a vedea detaliile.

I'm seeking a HubSpot CMS expert to integrate our internally developed APIs into ou...- Systems to communicate efficiently. For this task, a freelancer will need experience with API integration, particularly with CRM systems and HubSpot CMS. It will be beneficial if you're familiar with Google Maps API, Stripe API, and Mailchimp API as they are integral to our operations and may need tweaking in the future. Your understanding of API functionality and the ability to troubleshoot any integration issues quickly will prove fundamental to the role. We anticipate potential challenges but trust you'll navigate them professionally. Skills you'll need: - Proficient in HubSpot CMS - Strong understanding of API integration - Prior experience with CRM systems ...

We are looking for a Senior Quality Analyst with min 6+ of experience, for fullti...hours in a day over fixed schedules. Title: Senior Quality Analyst Job Type: Fulltime Timings : 10:30 am-07.30pm IST Hybrid(Pune) Key Skills: Minimum 4 years of experience designing, executing and automating test cases using Selenium with C#. Minimum 3 years of experience using manual testing system management tools. Experience on web testing Good to have experience of testing MS Dynamics CRM. Good to have SAP and API testing knowledge. Good to have experience with SAP Sales and Distribution processes Good to have Playwright knowledge. Have worked in Agile and Scrum project. Experience with collaboration tools like JIRA and Confluence Familiarity with sales terminology related to healthc...

Job Title: Dynamics CRM Developer Location: Remote Duration: 12+ Months Start Date: ASAP Required Skills - At least 10+ years of total IT experience with 5+ years of configuring and Administering and / or Developing in Dynamics 365 systems. - Strong in Dynamics CRM Developer with experience in Dynamics 365 Systems, C#, .NET framework - Experience working with Agile methodologies and working in an Agile team. - Strong business analysis and problem-solving skills and proven ability to identify and recommend solutions to issues, concerns, and challenges - Knowledge of modern development practices and the development lifecycle with experience using Scrum, Kanban, Lean or other agile methodologies - Current knowledge of Retail industry and technology trends

We currently use an Excel spreadsheet for an analysis. We would like to incorporate this into our Hubspot CRM. We would like to plug in the paramaters from "Input" tab on the attached spreadsheet. We would then like to the the customer a quote based on the data from "Input" tab. The quote does not need to look like "Pricing" tab, but needs to show something similar.

CRM for Life Insurance - Advanced Features 1. Client Information Management: • Centralized Profile: Detailed client profiles with personal information, policy history, communication preferences, and interaction notes. • Policy Management: Full-cycle policy handling, including quote creation, policy checks, renewals, and real-time updates. • Cross-Selling Opportunities: System prompts for potential cross-selling and upselling based on client profiles. 2. Lead Management and Generation: • Sales Funnel: Comprehensive lead tracking from initial contact to policy conversion with automated lead scoring. • Lead Prioritization: Automated lead scoring to prioritize high-value prospects. • Unlimited Funnels: Scalable funnel creation for efficient lead management...

We are in need of a Laravel expert who can complete sever functions of our CRM ****Jobs page *The keywords box doesn’t really work. In my previous system we could look for any job even if we only remembered one small data point. this search is not searching properly. *What does the export box do? I think it supposed to export this job data to report, or pdf? please make so. *The 5 boxes when clicked should take you to the list of the data indicated *Trashed jobs don’t work. *Clients, providers, location and location names. Each of these is a different data point. We could have a client need services in a different location that is not his office. *There should be a be 2 separate boxes for Location. Location Name and Location Address Location address should be done w...

...necesitamos que la hoja N1° sea un tablero que nos sirva para resumir y poder ver de forma más comoda todos los datos del equipo. Esto principalmente porque requerimos presentarlo a nuestros clientes. ya que será una tabla de Excel que usaremos para las ventas de nuestros clientes y nuestro equipo de ventas. En total requerimos de un archivo que cuente con 1 primera hoja (el tablero) 4 hojas iguales (el CRM que deberá completar cada vendedor) y 1 hoja de configuración en el caso de que sea necesario. La idea es que el tablero tome todos los datos de las 4 hojas que serán completadas por los vendedores Tres videos que muestran tableros profesionales (similar a lo que necesitamos) y esto fue lo que nos pudimos imaginar

We seek a skilled ...has worked on integration projects into various applications to assist us with our integration project - parsing documents and forms data to and fro other applications. - Types of applications we are looking to exchange data with: - Electronic Medical Records - Customer Relationship Systems (CRM) - Point of Sale (POS) - Zapier and similar apps - Skills and Experience Needed: - Proven experience in API integration. - Strong understanding of healthcare software. - Proficiency in POS, CRM and ERP software linkage. - Excellent problem-solving. In essence, the ideal candidate should have a track record of integrating complex APIs. This initial step will be to do the first integrations (we will agree on this) and discuss a plan to expedite c...

I require an experienced developer to upgrade my existing API app written in PHP, that adds new information into our PSA/CRM/Ticket system with four new functions. These notably include the ability to: 1. Create Clients/lookup: This function needs to be built to collect and store vital client information, such as Name, Email, Phone number, Address, and notes. There are existing API connections to complete this. 2. Make a Ticket: With this, tickets are expected to be created effectively capturing crucial data like the Ticket Title and Description. This will only be seen by a call center agent; this will ask the agent a set of questions to set up the ticket as needed. 3. Book an Appointment: After the agent makes the ticket in step 2, they need to then be taken to an appointment p...

I'm in need of a high-quality and highly functional chatbot that can be easily integrated into various w...responses and the language used by the bot • Simple implementation on other websites through a short code The platform or framework upon which the chatbot is built is not a major concern. However, it should support: • Integration with CRM platforms • API integration for optimal functionality • Social media integration for outreach and data collection The ideal candidate for this project is someone with extensive experience in creating and deploying chatbots, an adept understanding of various programming languages, and a history of successful integrations with CRM and social media platforms. A strong understanding of user interface and user expe...

...creating cross-platform integration through Zapier. - Setting up and managing Webhooks across all desired platforms. In addition to these tasks, an integral part of your role will be integrating the workflows with my existing CRM system, email marketing platform, and project management tool. By doing so, you will enhance productivity, streamline our workflow and reduce the number of manual tasks, significantly improving overall efficiency. As an ideal candidate, you should have substantial experience in setting up complex automated systems, deep understanding of CRM platforms, email marketing platforms, and project management tools, and proficiency in working with Gravity Forms, Zapier, and Webhooks. I anticipate that your expertise will lead to an improved automation s...

...ventas y marketing para desarrollar estrategias de divulgación específicas. Mantener registros precisos y actualizados en el sistema CRM. Cumplir y superar los objetivos de ventas mensuales y trimestrales. Calificaciones: Licenciatura en Ingeniería Industrial, Gestión de Operaciones, Negocios o afines. Tienen experiencia en ventas o desarrollo de negocios, preferiblemente en la industria de consultoría. Pasión por los conceptos y metodologías de la ingeniería industrial y la gestión de operaciones. Excelente comunicación y habilidades interpersonales. Capacidad para trabajar de forma independiente y gestionar eficientemente el tiempo. Familiaridad con software CRM y procesos de ventas. Dominio de idioma...

Ya contamos con esa version instalada pero deseamos personalizacion de los modulos siguentes en open educat: Es importante mencionar que tenemos educat en un servidor y odoo erp en otro servidor , ya configurados pero deseamos personalizacion OpenEduCat Admission OpenEduCat Classroom OpenEduCat Attendance OpenEduCat Ass...version instalada pero deseamos personalizacion de los modulos siguentes en open educat: Es importante mencionar que tenemos educat en un servidor y odoo erp en otro servidor , ya configurados pero deseamos personalizacion OpenEduCat Admission OpenEduCat Classroom OpenEduCat Attendance OpenEduCat Assignment OpenEduCat Exam OpenEduCat Facility OpenEduCat Fees OpenEduCat Parent OpenEduCat Timetable CRM Proyecto Gestión de facturas Constructor del sitio web T...

...using Dynamics CRM 365, we're seeking an experienced developer to take our CRM to the next level by integrating Artificial Intelligence specifically ChatGPT-4, or similar technology. We're keen on utilizing the power of AI for dynamic content generation using various fields from our CRM such as business type, location, etc. Key Aspects of the Project: - Integration of AI with Dynamics CRM 365 - Use of AI for dynamic content generation Essential skills for this project include: - In-depth knowledge and experience in Dynamics CRM 365 - Strong experience with AI technologies, particularly ChatGPT-4 or comparable - Experience with Microsoft Platform Apps - Experience or understanding of content generation through AI Your task is to create a r...

I am in need of a power dialer that can seamlessly integrate with my Highlevel CRM and voip API. Preferred CRM Platform: Highlevel CRM Specific Features Required: - Automated Dialing - Call recording - Webscript - Agent Reporting - Seeing who is calling VOIP API Requirements: - Open to suggestions Ideal Skills and Experience: - Proficiency in developing power dialers - Experience in integrating with Highlevel CRM and voip APIs - Strong understanding of automation and call management - Knowledge of real-time analytics and call recording capabilities Please provide examples of previous work and any relevant experience in your proposal.

...expertise in eCommerce, CRM, and Web Design. Our VC-funded startup is rapidly growing and pushing the boundaries of innovation in the digital domain. We value diversity and creativity in our international team and are excited to welcome a skilled Front-End Web Developer to contribute to our ambitious projects. Locations: Melbourne, Australia Bangalore, India New York, USA Role Overview We are looking for a talented and experienced Full-Time Front-End Web Developer who is passionate about creating cutting-edge web applications. This role is ideal for someone who excels in a fast-paced environment and is keen on developing user-centric, high-performance web solutions. Key Responsibilities Develop and optimize front-end interfaces for our eCommerce platforms and CRM system...

...expertise in eCommerce, CRM, and Web Design. Our VC-funded startup is rapidly growing and pushing the boundaries of innovation in the digital domain. We value diversity and creativity in our international team and are excited to welcome a skilled Front-End Web Developer to contribute to our ambitious projects. Locations: Melbourne, Australia Bangalore, India New York, USA Role Overview We are looking for a talented and experienced Full-Time Front-End Web Developer who is passionate about creating cutting-edge web applications. This role is ideal for someone who excels in a fast-paced environment and is keen on developing user-centric, high-performance web solutions. Key Responsibilities Develop and optimize front-end interfaces for our eCommerce platforms and CRM system...

Currently, I'm using Zoho CRM for my business operations. However, I'm keen to transition to Sangam CRM and seeking a professional to facilitate the switch. The Sangam CRM implementation should primarily cater to a small team of 1-10 users. It must include: - Marketing Automation Tools: The platform should have the capability to automate repetitive marketing tasks, tracking user behaviors, tailoring messages to user's specific interests, etc. - Sales Analytics: The system should provide detailed insights into sales statistics, enabling us to make informed sales strategies based on reliable data. Ideal candidates will have extensive experience in CRM implementation, specifically Sangam CRM, and a thorough understanding of marketing autom...

I'm seeking a highly proficient HubSpot expert. As part of this project, I'm looking for strategic assistance with the...Automation Setup • Deep understanding of creating workflows and setting actions Moreover, I will be using pre-existing email templates for my campaigns. That means, I need someone who can efficiently integrate those templates into the HubSpot environment. Successful completion of this project will require: • Mastery in HubSpot Email Marketing Tools • Experience in Customer Relationship Management (CRM) Integration • Familiarity with lead scoring and tracking Please note, the ability to work with pre-existing email templates is crucial. I'm aiming to automate my marketing process smoothly and effectively. Your extensive experi...

I need a specialized CRM designed and built for the business of buying and selling cars. This software should be accessible both via a web browser and a mobile app to give us total flexibility. Key Features Needed: • Inventory Management: The CRM should allow us to efficiently keep track of all the vehicles in our inventory. • Customer Database: It must include tools for managing our customer contact information, purchase history, and communication history. • Sales Tracking: It should include capabilities to monitor sales activities, and provide reports to optimize our strategies. • Margin VAT: Some feature to calculate Margin VAT is also beneficial. Roles and Permissions: - The system should allow for an Admin role that provides complete access to all ...

I am in need of an ERPNext developer with a strong background in Python and experience with customization and integration. Specifically, the project involves: - Customization of workflows - Integration with third-party applications, particularly Customer Relationship Management (CRM) software - Migrating data from our existing system into the new ERPNext system You should have a solid understanding of these processes and have a portfolio showcasing previous work of a similar nature. Demonstrating your experience in these areas in your application will be crucial for success. The ideal candidate will be capable of creating a system that is intuitive, secure, and efficient. Apply now if you believe you possess the necessary skills and experience for this job.

I need assistance with setting up Experlogix on our Microsoft Dynamics 365 CRM platform. The focus will be on improving the quoting process and optimizing product configuration within our organization. It's critical that the freelancer has: - Profound knowledge and experience in configuring Experlogix CPQ within Microsoft Dynamics 365. - Understands best practices for using Experlogix to streamline quoting and product configuration. - An ability to work independently and anticipate potential challenges or roadblocks. Note: We don't require integration with any other software at this stage, just a focus on the Experlogix set-up within Dynamics 365.

Hi There, Here's the SOW for the development, please go through it to evaluate the total time for this project. It would be great is you can share some project from your past experience. Let me know if you have any questions. -Thanks

Soy un desarrollador de software fullstack que está en busca de un diseñador gráfico / web que pueda darme algunas propuestas de combinaciones de colores, logotipo y tipografía para una aplicación web. Ejemplos de colores deseados: La idea del software se basa en un CRM para ventas y atención a clientes automatizada con inteligencia artificial mediante mensajes de WhatsApp.

...Responsibilities: - Building relationships with clients. - Identifying emerging tech businesses and recognizing opportunities for partnerships. - Conducting thorough market research to evaluate the viability of business leads. Essential Skills: - Exceptional communication skills: An ability to effectively convey our value proposition and create mutually beneficial business deals. - Proficiency in CRM software would be beneficial. This role will suit an ambitious and strategic thinker with a solid background in business development, preferably within recruitment for technology companies. The role is for someone to deliver new business back to us immediately. So opportunities where companies have said they are interested in using our agency. You need to be proactive. We offer a...

...focusing on call tracking and analysis but encompassing other elements such as: - Customer Relationship Management (CRM) features including contact and lead management, and email integration. - Comprehensive Field Service Management (FSM). - Conversion tracking from various sources like Meta and Google Ads. Specifically, for the call tracking and analysis feature, I require call recording and playback capabilities alongside detailed call analytics and reporting. Additionally, the software should be capable of executing smart dispatches, scheduling, invoice management, and payment tracking. Ideal skills for this project would include extensive experience in CRM and FSM software development, familiarity with call tracking and analysis. A working knowledge of AI w...

I'm seeking an Software developer, Odoo expert with a deep understanding of the CRM, Event, Digital Marketing, and Website modules. A successful freelancer will be able to optimize and implement various features within these modules. For the CRM module, I need: - Lead management - Contact management - Opportunity tracking - Sales pipeline management - Customer support ticketing Regarding the Event module, the selected freelancer must be confident managing: - Event registration - Ticketing - Event promotion - Speaker management - Agenda management This requires a professional with previous experience in these specific Odoo modules, who knows how to adjust and make the most of all its functionalities.

...same name, it is controlled through the status of the recordset or document. The status is also tracked on the recordset if it has also been transferred to another table or the next step in the process or another document. In addition to operational tables, we also have tables that are essentially code lists, which are also shown in the diagram below: - MEDIA GROUPS - ADVERTISERS CRM - DELIVERY DEADLINES...

I am looking for a skilled PHP, HTML and JS developer who can provide expert assistance in back-end development. Your main responsibilities include: - He has experience in Bitrix24 CRM - Enhance our back-end functionality - Seamless integration with already selected third-party services Ideal candidates will have the ability to work with transactional data, as it is the primary type of data we will focus on. Superior skills in PHP, HTML, and Javascript are required, along with extensive experience working with back-end technologies and third-party services. A deep understanding of data analytics, especially transactional data, is also preferred. Note: It will be accessed via AnyDesk

...aplicación para nuestras licencias, asegurando una navegación intuitiva, un diseño atractivo y una experiencia de usuario fluida. Además, necesitamos asegurar una conexión fluida e inmediata entre otros sistemas: - Ticket Tailor: página de eventos en donde los licenciatarios publican sus eventos mensualmente y desde la cual tomamos la información para publicarla en sus páginas de ciudad. - HubSpot: CRM donde alojamos la información de nuestros licenciatarios activos, y que tiene la información en vivo sobre las nuevas licencias otorgadas. - Redes Sociales: del licenciatario donde mostremos sus eventos pasados y algunas de sus experiencias anteriores. - Typeform: plataforma de formularios en donde recolectamos...

I'm in need of a capable and experienced developer to synchronize Bullhorn CRM with Zoom Phone. My primary goal is to ensure seamless synchronization of contact details and call notes between these two platforms. Key Requirements: - Dynamic integration of Bullhorn CRM with Zoom Phone while maintaining data integrity - Successful synchronization of my CRM's contact details with Zoom Phone - Inclusion of call notes from Zoom Phone into the corresponding contacts on Bullhorn CRM Ideal Skills and Expertise: - Strong experience with Bullhorn CRM and Zoom Phone integration - Excellent problem-solving skills and keen attention to detail - Proven track record of similar CRM and VoIP integration projects Application Information: Interested freelancers...

We are seeking an expert in vTiger CRM for an upgrade from version 6.5 to version 8.0. The targeted system mainly utilizes Sales, Marketing, and Support modules, among others. A key point to note is that the tool is not heavily customized, and we aim to maintain the existing functionalities as they are post-upgrade, without any new feature additions or significant changes. Ideal skills and experience for this project include: - Extensive experience in working with vTiger CRM, specifically in upgrading between major versions. - Familiarity with PDFMaker and other modules in use. - Moving comments about organization and contacts are important. - Ability to perform the upgrade without introducing new features or making significant changes to the tool. Might be needed late...

In this exciting project, I am seeking an adept developer to design a CRM system with specific functionalities tailored according to my requirements. Both a web-based and mobile platform are in demand, making accessibility a cinch whether in-office or on-the-go. Features to include in the system: - Contact Management: Efficient organization and management of our database is essential. - Call Logging: System should keep track of all inbound and outbound calls for transparency and accountability. - Call Result Management: System that user able to enter result of call like connected or not or other information For an ideal user experience, the CRM system should have a user-friendly interface. It needs to be easy to navigate for all levels of technical skill among our team. Th...

I'm seeking a capable developer to help with the integration of Zoho Sales CRM and the Indian Post Label Generation API. This will focus on two key functionalities: 1. Package Tracking: The ability to effectively track each package, from the moment it's shipped to delivery. Your experience with Zoho and API integrations will be crucial here. 2. Label Generation: Smooth operation in creating and managing India Post shipping labels directly from the CRM and save that in zoho crm as a document More specifically, I want the system to retrieve and display the following information about each package: - Package status: From the time it's sent out for delivery to the moment it reaches the destination. - Package location: I'd like to know the exact locat...

I'm looking for a professional who has knowledge and/or already works with Worksuite CRM. I need to make some changes, improve some functions and add some new functions. If possible, you know how to create an IOS and Android APP, as I will need to create a new one or modify an existing one, I haven't made a decision yet. Most of the work will be hiding or deleting fields with functions that won't work for me.

Hi, I am looking for someone who can help with my client projects. Someone who can setup email campaigns and can also perform CRM audits and check the tagging, set up integrations, and provide recommendations for setup of the client's CRM workflows and email marketing campaigns. 3 - 5 years experience preferred 10 - 30 hours per week. - Set up and maintain email marketing automation workflows and campaigns. - Use HTML if needed for integrations, etc. - Audience segmentation for targeted campaigns - Troubleshoot and resolve any technical issues related to email delivery and automation. Use Zapier to integrate marketing platforms and tools like Calendly, etc. Programs good to know: HubSpot Zoho Klaviyo GoHighLevel MailChimp ETC.. Very easy work for someone with prior ex...

I'm looking for an experienced Zoho developer to help me set up and customize my travel CRM agency. Here's what I need help with: - Implementing automation workflows: I need a workflow that can manage bookings, customer profiles, and integration with various travel providers seamlessly. - Customizing CRM forms: The forms need to be tailored to the travel industry, capturing all the essential information for each booking and customer. - System Integration: This includes basic integration with other platforms and systems we already use. What sets this project apart is the level of integration needed with our travel providers. I'm aiming for full integration. That means real-time availability and pricing. It's not just about searching and displaying option...