CRM Jobs

I’m rolling out Zoho ERP across my manufacturing unit in Ghaziabad and need an implementation partner who has already tamed the platform in a factory-floor environment. The immediate focus is on two modules: • Inventory Management – specifically deep Warehouse Management and full manufacturing workflows so we can trace raw material inward, WIP, and finished-goods movement without manual spreadsheets. • Accounting & Finance – a clean deployment plus structured import of all historic ledgers, vouchers, and opening balances. Our books are in Tally right now, so mapping, cleansing, and uploading that data will be part of the job. I’ll handle day-to-day operational inputs; you’ll own the technical setup, configuration, data migration, and user ...

I'm talking about you have a actual house your own private estate you must have this or be able to help obtain it so we can work on premises this is speaking about a actual home A new, home-based spiritual enterprise is taking shape and the first milestone is to turn a private residence—yours—into its operational hub. The work centres on sensitive “heaven-and-hell” case management, so every activity must respect strict confidentiality and a disciplined, documented process. The immediate need is to map and implement end-to-end workflow for: • secure collection and storage of personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I alrea...

super prof in LinkedIn sales navigator Objective - Increase visibility and generate B2B leads (travel agencies, event planners, concierges, luxury hotels) through organic LinkedIn + Sales Navigator outreach, and convert partnerships/bookings. Timeline (90 days) - Days 0–7: Profile audit & optimization; set up tracking/CRM. - Days 8–30: Launch content cadence + first Sales Navigator outreach (50–100 leads). - Days 31–60: Optimize messaging, expand outreach, nurture leads. - Days 61–90: Scale outreach, secure partnerships/meetings, report. Profile & Page Optimization (complete within 7 days) - Headline: keyword-rich (e.g., “Luxury Chauffeur & Limousine Services | Corporate & VIP Transfers | Italy”). - About: 3 short paragraphs &md...

We are seeking an expert developer to integrate an ACH payment processor into our CRM system using the provided SOAP API. The ideal candidate will have extensive experience with SOAP APIs and a strong understanding of payment processing systems. You will be responsible for ensuring a seamless integration that allows for secure transactions and user-friendly functionality. Key Requirements: - Strong experience with SOAP API integration - Understanding of ACH payment processing and NACHA standards - Experience with JavaScript/Node.js - Knowledge of RESTful API development - Attention to detail and adherence to industry standards - Proven track record in similar payment integration projects This is a full-time hourly position. If you have relevant experience, we encourage you to apply.

I'm looking for an experienced Zoho One specialist to help deploy Zoho CRM, Zoho Books, and Zoho Projects. The main focus of this deployment is to enhance our sales and support ticket management capabilities. Key Requirements: - Setup and configuration of Zoho CRM with a focus on: - Lead and contact management - Pipeline management - Reporting and analytics - Integration of Zoho Books and Zoho Projects to streamline our financial and project management processes. Ideal Skills and Experience: - Proven experience with Zoho One deployment - In-depth knowledge of Zoho CRM, especially in sales management features - Familiarity with Zoho Books and Zoho Projects - Strong analytical skills for setting up reporting and dashboards Please provide examples of similar projects completed a...

I operate in the Sales industry and rely on Infloww for real-time customer conversations. The biggest pain point my visitors report is long response times, so I need someone who can be online during agreed hours, pick up chats within seconds, and guide shoppers toward the best products while preserving our friendly brand voice. You’ll handle every stage of the chat journey: greeting new visitors, answering product or policy questions, suggesting relevant add-ons, and documenting each interaction inside Infloww so our CRM stays clean. When an issue can’t be resolved on the spot, you’ll tag it for follow-up or escalate it to the right team member. Success for this role means: • First response time consistently under 30 seconds • Accurate, concise notes for eve...

Project Title: Customer Service Representative (Remote) – Telemedicine (Phone + Email Support) Project Description: We are hiring a remote Customer Service Representative for a fast-growing telemedicine company. We need a candidate who is a confident, clear English speaker with minimal accent and has proven customer service experience handling both phone calls and emails. This role is essential to ensuring patients/customers receive timely, empathetic, and accurate support. Key Responsibilities: Respond to customer inquiries via email promptly and professionally. Handle inbound and outbound calls, resolving issues related to orders, account management, and general questions. Communicate fluently in English with a clear and empathetic tone (Spanish is a plus). Escalate complex case...

I need an off-the-shelf Travel CRM that is already running in production and can be demonstrated right away. My core requirements are built-in lead management, automated follow-ups, AI-powered itinerary creation, quotation generation, customer communication tools (email, SMS, WhatsApp or similar), inquiry automation and full booking management from proposal to final confirmation. Please note: • I am only considering mature, ready-to-deploy solutions—no custom builds from scratch. • You must have implemented the same system for other travel agencies and be comfortable walking me through a live demo. • Previous hands-on experience in the travel sector is essential so you can advise on best-practice workflow configurations. Deliverables: 1. Live demo showcasing ever...

I'm talking about you have a actual house your own private estate you must have this or be able to help obtain it so we can work on premises this is speaking about a actual home A new, home-based spiritual enterprise is taking shape and the first milestone is to turn a private residence—yours—into its operational hub. The work centres on sensitive “heaven-and-hell” case management, so every activity must respect strict confidentiality and a disciplined, documented process. The immediate need is to map and implement end-to-end workflow for: • secure collection and storage of personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I alrea...

JOB POSTING Operations & Client Support Assistant (Remoto – LATAM) Consultoría de Marcas / Propiedad Intelectual Sobre la empresa Somos una empresa de consultoría especializada en propiedad intelectual y marcas, enfocada en acompañar a emprendedores y empresas del mercado hispano en la protección y gestión de sus marcas en EE. UU . Trabajamos de forma remota, estructurada y con un fuerte enfoque en procesos, seguimiento y experiencia del cliente. Buscamos una persona organizada, responsable y orientada al detalle, que nos apoye en la operación diaria y el seguimiento de clientes y trámites de marcas. Objetivo del puesto Asegurar que los procesos operativos de marcas fluyan correctamente, que los clientes reciban seg...

Je lance une campagne de prospection téléphonique auprès d'entreprises afin de promouvoir nos solutions SaaS. Votre mission est simple : décrocher le téléphone, convaincre les décideurs et générer un flux régulier de rendez-vous qualifiés. Je cherche un profil qui excelle déjà dans ce domaine, habitué à dialoguer avec des interlocuteurs C-level et à transformer des appels froids en opportunités tangibles. Objectif : entre 100 et 200 appels par jour. Concrètement, je fournis les scripts de base, la proposition de valeur détaillée ainsi qu'un accès à notre CRM pour suivre vos actions. De votre côté, j'attends ...

I am looking for a large-scale list build of 200,000 – 500,000 fresh, “scratch” office leads sourced from both LinkedIn and ZohoMail data. The contacts must be based in North America and work in the Finance sector. I specifically need decision-makers and key accounting staff—AP, AR, Controllers, Bookkeepers, Senior Accountants, and CFOs—with verified, ready-to-email addresses. You may pull from LinkedIn Sales Navigator, Zoho CRM, Apollo, Seamless or your own proprietary tools, but every record has to be recently validated so bounce rates stay minimal. Firmographics such as company name, city/state, and employee size should match what LinkedIn shows; no scraped junk or outdated lists, please. Deliverables (single CSV or XLSX): • Full name • Job ti...

I need a GoHighLevel specialist to implement a true multi-site data model using Custom Objects + Associations. This is specifically for Real Estate / Body Corporate / multi-property clients, where: One customer/contact must link to multiple Properties/Sites Each Property/Site must link to multiple Site Contacts (tenant, property manager, billing contact) Adding a new property must NOT create a duplicate customer/contact This project is ONLY for the multi-site / custom objects / associations part (not general GHL cleanup). Non-negotiable: NDA-safe proof BEFORE engagement Before I award any milestone or grant access, you must provide NDA-safe Loom or NDA-safe screenshots showing this working inside GoHighLevel: Settings → Custom Objects list page Properties/Sites custom object ...

I need a results-driven B2B sales partner who can open doors for InstaRoom, our modular, inflatable 10 × 10 room solution. The immediate focus is the Events & Exhibitions space, zeroing in on Exhibition Organizers across North America. Your core mission is to put our product in front of decision-makers, secure qualified meetings, and drive signed purchase orders. I’m offering a straightforward, fixed-commission structure on every closed deal; once the terms are agreed, you keep full ownership of your pipeline and earnings. What you’ll deliver • A list of verifiable, North-American exhibition organizers that have expressed interest in inflatable or modular booth solutions • Scheduled calls or demos with the right stakeholders (procurement, operations,...

I run an industrial brokerage team, and we’ve built a custom CRM that includes our full property database, ownership, capital contacts, and deal pipeline. At this point, the system is functional but there are structural and workflow issues — particularly around relationships between contacts, ownership entities, capital sources, and properties — and I’m looking for someone with CRE CRM architecture experience to review it and help improve it. Specifically, I’m looking for someone who can look at it from a commercial real estate perspective and recommend how it should be structured and optimized based on real-world brokerage and investment workflows. Based on your background, it seemed like you might be a good person to speak with. Would you be open to a bri...

I run a small events-and-operations team and I’m looking for a reliable virtual assistant who can take full ownership of our data entry backlog. The work is strictly database management: migrating contact lists from spreadsheets, cleaning and de-duplicating existing records, tagging entries with the correct event or client codes, and keeping our online CRM up to date so the rest of the team can plan each event without scrambling for accurate numbers. You’ll log in to our web-based database and, using the import tools and validation rules already in place, enter or update approximately 300–400 records a week. Consistent formatting, zero duplicates, and correctly linked relational fields are essential; I’ll spot-check your first batch to confirm everything lines up b...

I’m looking for reliable help keeping our HubSpot portal clean, current, and accurate. The work is 100 % data entry inside the CRM—no spreadsheets, databases, or other tools—so you should already feel comfortable navigating HubSpot’s contact, company, and deal records. Your primary responsibility will be to take raw lead information I supply (usually in CSV or through shared notes), enter it into HubSpot, and immediately update any existing records that need correcting. Accuracy is critical: names, email addresses, custom property values, and lifecycle stages all have to be entered exactly as provided so our automations continue to fire correctly. Turnaround times are short, often same-day for small batches, and I’ll review each submission inside HubSpot. I&...

Project Description: We are seeking a highly technical GoHighLevel (GHL) Specialist based in Latin America to manage platform architecture and complex automations for a US-based Healthtech startup. This is a full-time, long-term collaboration. You will not be an "assistant," but the technical lead for our CRM infrastructure. THIS IS ONLY FOR PEOPLE WHO LIVES IN LATIN AMERICA. Key Responsibilities: Snapshot Management: Building, deploying, and optimizing GHL Snapshots for scalability. Automation: Developing complex workflows with if/else logic, custom values, and custom fields. GHL Builder: Designing high-converting landing pages and funnels. Integration: Managing A2P messaging, email sequences, and 3rd party tool integrations. Requirements: Location: Must be based in Latin A...

I need a detail-oriented lead-generation specialist who can identify well-qualified leads. LEAD GENERATION Alongside the RFQ flow, you will perform focused market and competitor research in the oil-and-gas, energy and wider industrial sectors. Your goals are to: • Identify procurement managers and technical buyers (no generic “info@” addresses). • Verify emails before they land in the workbook. • Record outreach status so the sheet stays clean and actionable. Provide a weekly report of verified and qualified leads. RFQ MANAGEMENT • Check the dedicated RFQ inbox throughout the workday, immediately logging every new request into our tracker. • Assign the correct internal reference number to each request, send a short but professional acknowl...

I need both Twilio and GoHighLevel fully configured so my software company can finally manage customer relationships from a single, automated hub. Twilio will handle all outbound and inbound communication—SMS, voice calls, and email notifications—while GoHighLevel becomes the front-end CRM that tracks every touchpoint. Here’s what has to happen: • Connect existing Twilio and GoHighLevel accounts, authenticate numbers and senders, and confirm deliverability for SMS, voice, and email. • Turn on the core CRM modules inside GoHighLevel, set up custom pipelines that reflect our sales and support stages, and import a small starter list for testing. • Build automated workflows that trigger from form fills, deal stage changes, or support requests, routing mes...

I need a results-oriented partner who can keep a steady flow of qualified startup founders heading toward our app-development agency. Your earnings will be 100 % commission on every deal that closes, so the more traction you create, the more you make. Here is our website Primary channels are already set: • LinkedIn and Instagram for social-media outreach and conversation nurturing • Targeted email sequences to warm lists or freshly scraped contacts • Evergreen SEO and content assets (blog posts, guest articles, landing pages) that pull inquisitive founders into our funnel Acceptance criteria for a “qualified lead”: 1. Founder or decision-maker at a startup (not service providers, students, or hobbyists) 2. Has an identified product idea and time...

We are looking for an experienced content writer in the beauty / nutrition / wellness space to enhance and expand subscription programs for the Simon Ourian M.D. brand. The scope includes improving educational e-books and CRM pathways (step-by-step habit building, practical daily tips, clearly explained scientific knowledge). Required knowledge: skin biology, metabolism, and behavior change mechanisms. All content must be written in English. This is not blog writing. The work is structured content designed to support real transformation. There is potential for long-term collaboration. Context Our subscriptions integrate: High-end skin care Targeted dietary supplementation Metabolic education and digestive support Habit-building frameworks Educational pathways managed via CRM Th...

I run a growing operation that lives inside MySiteOps, and I need a proactive virtual assistant who can keep our back-office organised while I stay focused on clients. Key Responsibilities • Manage email inbox and respond to enquiries • Update MySiteOps CRM daily • Prepare proposals and quotes • Send outreach emails and follow ups • Schedule site visits • Maintain digital documents and templates • Track KPIs and weekly activity Each day you will jump into the shared inbox, triage new messages, and draft or send courteous replies so nothing lingers unanswered. Immediately afterwards, any new leads, notes or status changes must be logged in MySiteOps so our pipeline always reflects real-time activity. Beyond the daily housekeeping, I will rely on you to ...

I need a full Environment, Health & Safety management application built in Zoho Creator as soon as possible. The solution must cover incident reporting, audit & inspection management, and compliance tracking in a single, streamlined workspace. Key deliverables Create a comprehensive EHS (Environment, Health & Safety) Management Application for an organization. The application must be web and mobile friendly, role-based, and workflow-driven. User Roles: Super Admin – Full access to all modules, edit/delete rights, dashboard analytics, user control. Admin / EHS Manager – Can create audits, templates, incidents, training, assign actions, manage documents, and generate reports. Auditor / Safety Officer – Can conduct audits, fill checklists, submit inciden...

I need an expert who can build and launch a complete outbound cold-email engine for lead generation, then wire every step of it into my GoHighLevel CRM so new contacts, replies, and engagement data flow straight into my pipelines without a hitch. Here’s the big picture: you’ll source or validate data, warm the sending domain, write persuasive multi-step sequences, configure the sending tool of your choice, and set up tracking so I can see open, click, and reply rates right inside GoHighLevel. The campaign must speak to both B2B and B2C prospects, segmenting messages and offers accordingly while staying compliant with CAN-SPAM and best-practice deliverability standards. Acceptance criteria • Domain fully warmed and authenticated (SPF, DKIM, DMARC). • Minimum of...

I run a restoration company and need a dependable hand to keep sales-related admin tight and timely. The core of the role is twofold: • Data entry – each new lead or closed job must be captured quickly and accurately. You’ll enter customer contact details alongside sales figures such as quoted price, approved amount, and closing date into our CRM and a simple spreadsheet we use for weekly reporting. • Customer follow-up – once a job is quoted, I call to confirm scope and next steps, but I need you to handle the routine check-ins by phone. That means a brief, friendly call a few days after each quote to note questions, gauge interest, and schedule me for any technical discussions when required. I can provide call scripts, an online phone system, and login c...

Für den deutschsprachigen Roll-out unseres 3D-Druck-Experten-Service rufen wir Dentallabore an und bieten ihnen ein 10–15-minütiges, kostenfreies Expertengespräch mit unserem In-House-Spezialisten an. Genau hier kommst du ins Spiel: Du übernimmst die Erstkontakte, vereinbarst die Termine und hältst jeden Schritt sauber in Pipedrive fest. Warum du perfekt passt: • Du arbeitest bereits mit Pipedrive – das ist auch unsere CRM-Basis. • Deine 3–5 Jahre im B2B-Cold-Calling haben dich routiniert, souverän und ergebnisorientiert gemacht. • Erfahrung im Dentalumfeld erleichtert dir das Fachvokabular und das Gespür für die Entscheider. So läuft das Projekt ab – Wir starten mit 50 qualifizierten Anrufen. &nd...

Our day-to-day operations already sit inside Zoho, yet two core areas still slow the team down. Zoho CRM I need the customer database cleaned up and structured so every contact, account, and deal line up correctly. Once the data is reliable, set up dashboards and reports that let the sales team monitor pipeline health, conversion ratios, and individual performance in real time. The goal is simple: easy data entry, zero duplicates, and clear sales-activity visibility from lead to close. Zoho Books On the finance side, the chart of accounts, bank feeds, and recurring journals all have to speak the same language as our CRM. Help me tighten overall financial management by configuring taxes, automation rules, and management reports that give an up-to-date view of cash flow, profitabilit...

I need an experienced Zoho Creator specialist to turn my outline into a complete order-and-inventory app inside Zoho One. The system must keep stock levels up-to-date in real time and push each new order through an automated workflow so manual spreadsheets disappear from the process. Core build requirements • Real-time inventory tracking across all warehouses and sales channels • Automated order processing that raises packing slips and invoices the moment an order is approved GST integration Invoices must calculate GST automatically, using the correct Indian rates and placing those values where Zoho Books expects them. No external spreadsheet workarounds. Workflow automation 1. Order approval chain: salesperson → manager → accounts (triggered by status chan...

We're seeking a highly motivated and results-driven Business Development Manager to drive our B2B sales growth. This is a commission-only role perfect for a self-starter who thrives on closing deals and building lasting client relationships. You'll have the autonomy to shape our sales strategy while earning competitive commissions on every successful deal. Your Mission As our BDM, you'll be the driving force behind our revenue growth, responsible for the complete sales cycle from prospecting to payment collection. Lead Generation & Prospecting Research and identify high-potential B2B clients needing AWS, DevOps, and IT consultation services Generate qualified leads through cold calling, email campaigns, networking, and LinkedIn outreach Build and maintain a robust sales ...

I need a freelance recruiter who is comfortable getting on the phone, engaging cold or warm candidates, and confirming whether they are open to speak with my business directly. Your goal on each call is simple: spark their interest, secure permission for a follow-up call from our team, and capture the best number and time for that conversation. I am not asking for a deep screening on work history, availability, or salary at this stage—just a concise, friendly introduction and a hand-off. Once the candidate agrees, note their preferred callback window and any quick observations that might help my internal recruiter pick up the thread. Deliverables for every successful contact: • Candidate’s full name and best phone number • Confirmed time slot for our follow-...

Role: AI Product Integration Specialist Overview We are seeking a forward-thinking professional with strong expertise in AI integration and product lifecycle management. The ideal candidate will lead the implementation of AI-driven solutions to enhance efficiency, streamline workflows, and improve overall digital experience across our CRM, operations, and internal tools. Key Responsibilities AI Integration & Innovation • Identify opportunities to integrate AI tools and automation (e.g., ChatGPT, Zapier AI, Copilot, or custom APIs) across business processes. • Implement AI-based solutions to optimize workflows, improve data accuracy, and enhance team productivity. • Research and pilot emerging AI technologies relevant to CRM, marketing, and operations. • Drive a cul...

Our overseas-education consultancy has outgrown spreadsheets and email folders; everything now needs to live in Monday.com. I want a complete workspace built from the ground up that mirrors our student journey from the very first enquiry to the moment they fly out. • Intake form The form must flow straight into a master board and capture personal details, educational background and application preferences. Status and owner columns should populate automatically so the right counsellor is alerted as soon as a lead arrives. • Outlook document sync Incoming attachments—application forms, transcripts and certificates, passport and visa copies—need to land beside the correct student item without manual drag-and-drop. If the connection requires ’s native Outlook ...

I need to ramp up lead generation in the technology sector and keep the momentum going with targeted outreach. Your core focus will be building clean, verified prospect lists and engaging them through well-structured email sequences and concise cold-call touchpoints that open conversations, not just fill spreadsheets. What success looks like for me: • A weekly delivery of fresh, ICP-matched tech prospects—decision makers with accurate contact details. • Three-step email cadences that feel personal, avoid spam triggers, and aim for measurable open- and reply-rates. • Short, persuasive cold-call scripts plus call logs that capture objections, next steps, and follow-up dates. You’re free to work with tools you trust—LinkedIn Sales Navigator, Hunter, Apollo, ...

I own a mobile car detailing business serving the Seattle / Puget Sound area, and I am looking for an experienced appointment setter who can generate clients and book confirmed appointments directly into my calendar. This is a performance-based position. I will pay $40 per job completed (payment is made after I successfully complete the detailing appointment). ⸻ What I Need: I want someone who can: • Find qualified clients in the Seattle / Puget Sound area • Target homeowners and higher-income neighborhoods • Contact potential customers (phone, messaging, or outreach methods you recommend) • Clearly explain that this is a mobile car detailing service where I travel to the client’s home • Clearly explain pricing upfront • Set realistic expectations f...

Looking for Lead Managers, Acquisition Managers, Dispositions Managers, and Transaction Coordinators. The Lead Manager will have the responsibility of organic outreach and manual prospecting for distressed homeowners. Lead Manager will use provided tool PropTracer for Skip Tracing addresses for phone numbers. Lead Manager will use provided tool Kixie to automate the process of contacting the distressed homeowners and will be responsible that the 4 pillars check (Motivation, Condition, Timeline, and Price) has passed. Once Lead Manager finds a "hot" lead on Kixie, they will schedule a Zoom call for a deeper discovery or a virtual property walkthrough using Fathom. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads...

We are a charity needing to move a small database from HubSpot into our brand-new Salesforce Nonprofit Success Pack. That includes contacts and organisations, all interaction history and notes, plus the activity logs and tasks that give us a complete picture of each relationship. In parallel I have several Excel sheets that hold member and partner details; those spreadsheets also need to be brought into Salesforce so we have a single source of truth. Once the data is in place, I’d like you to configure the NFP environment so we can clearly work with four stakeholder categories—Members, Partners, Supporters and Government—and launch basic automated email campaigns straight from Salesforce. I’m deliberately keeping the first phase light, so best-practice field mappin...

Looking for a Monday CRM platform freelancer to help adjust dashboards based on images. Details shared during collaboration.

Create one instance of CRM Software in HTML and using Ruby Rails. Import data from CSV file into predetermined fields

Looking for Lead Managers, Acquisition Managers, Dispositions Managers, and Transaction Coordinators. The Lead Manager will have the responsibility of organic outreach and manual prospecting for distressed homeowners. Lead Manager will use provided tool for Skip Tracing addresses for phone numbers. Lead Manager will use provided tool Kixie to automate the process of contacting the distressed homeowners and will be responsible that the 4 pillars check (Motivation, Condition, Timeline, and Price) has passed. Once Lead Manager finds a "hot" lead on Kixie, they will schedule a Zoom call for a deeper discovery or a virtual property walkthrough using Fathom. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads. The Acqu...

I need a female customer service representative to join me in the office and become the first friendly voice our clients hear. Your main responsibility will be to answer incoming calls, respond to walk-in enquiries, and record every interaction accurately in our CRM so nothing slips through the cracks. Fluency in Punjabi, Hindi, and English is non-negotiable; most of our customers switch between these languages freely, so you must feel equally comfortable speaking and writing in all three. Strong, confident communication skills matter more than any formal certification, and if you can keep conversations clear and courteous while taking concise notes on the computer, you already have the foundation I’m after. Day-to-day you will: • Handle phone calls, emails, and front-desk que...

I’m rolling out SuiteCRM and need an experienced hand to get it production-ready. The platform is already provisioned on my server; what’s missing is the fine-tuning that turns a fresh install into a workflow my team can rely on. Here’s what I need you to tackle: • Customise key modules so they reflect our exact terminology and sales stages. • Polish the user interface—layouts, subpanels, dashlets—so everyday tasks take fewer clicks. • Build or refine workflow automation that routes leads, triggers follow-ups, and keeps data clean. • Migrate existing customer and sales data from our legacy system into SuiteCRM, preserving relationships, notes, and attachments. Acceptance criteria • All customised modules display the requir...

I’m rolling out SuiteCRM and need an experienced hand to get it production-ready. The platform is already provisioned on my server; what’s missing is the fine-tuning that turns a fresh install into a workflow my team can rely on. Here’s what I need you to tackle: • Customise key modules so they reflect our exact terminology and sales stages. • Polish the user interface—layouts, subpanels, dashlets—so everyday tasks take fewer clicks. • Build or refine workflow automation that routes leads, triggers follow-ups, and keeps data clean. • Migrate existing customer and sales data from our legacy system into SuiteCRM, preserving relationships, notes, and attachments. Acceptance criteria • All customised modules display the requir...

I need help sourcing a fresh list of potential clients strictly through online research. You’ll scour reputable web sources—think LinkedIn, company sites, and relevant search results—to locate businesses that match the parameters I’ll share once we start. What I’m looking for: • A spreadsheet with company name, key decision-maker, role/title, email (or best available contact route), phone (if public), and a brief note on why each lead is a good fit • Clean, verified data ready for immediate outreach • A short summary of the search approach you used so I can replicate or scale it later Accuracy and relevance matter more than volume, so quality checks before delivery are essential. If you’ve done similar prospect research, especially w...

I need a complete sales pipeline built inside GoHighLevel for an Australian-based mortgage brokerage. The goal is to take fresh leads from first contact right through to booked consultation calls, with as much automation as possible so my team can focus on closing. Here is what the finished system must do: • Capture new web and paid-ad leads directly into GoHighLevel. • Trigger an immediate SMS and voicemail drop, then staggered email and SMS follow-ups until the prospect responds. • Score each lead in real time based on engagement, loan size, and timeframe so hot prospects surface automatically. • Offer a self-serve calendar link that syncs to our diaries, locking in phone or Zoom appointments without back-and-forth. • Hand qualified opportunities across...

I need help driving local businesses to create listings on My focus is strictly on brick-and-mortar operators in the surrounding suburbs, and finding the strategy that will work best for them. Here’s what I’m after: • Online campaigns, informative videos, campaigns • A concise, persuasive sales pitch I can deliver in person. The pitch must explain the value of being found by nearby customers, highlight our no-cost listing model, and address common objections (time, effort, perceived complexity). • A quick training session—video call or recorded walkthrough—so I can practise the pitch until it feels natural and confident in real conversations. • Light guidance on tracking results (simple spreadsheet or CRM setup) so I know exactly how ...

I'm talking about you have a actual house your own private estate you must have this or be able to help obtain it so we can work on premises this is speaking about a actual home A new, home-based spiritual enterprise is taking shape and the first milestone is to turn a private residence—yours—into its operational hub. The work centres on sensitive “heaven-and-hell” case management, so every activity must respect strict confidentiality and a disciplined, documented process. The immediate need is to map and implement end-to-end workflow for: • secure collection and storage of personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 ...

I run a restoration company and need a dependable hand to keep sales-related admin tight and timely. The core of the role is twofold: • Data entry – each new lead or closed job must be captured quickly and accurately. You’ll enter customer contact details alongside sales figures such as quoted price, approved amount, and closing date into our CRM and a simple spreadsheet we use for weekly reporting. • Customer follow-up – once a job is quoted, I call to confirm scope and next steps, but I need you to handle the routine check-ins by phone. That means a brief, friendly call a few days after each quote to note questions, gauge interest, and schedule me for any technical discussions when required. I can provide call scripts, an online phone system, and login c...

I'm talking about you have a actual house your own private estate you must have this or be able to help obtain it so we can work on premises this is speaking about a actual home A new, home-based spiritual enterprise is taking shape and the first milestone is to turn a private residence—yours—into its operational hub. The work centres on sensitive “heaven-and-hell” case management, so every activity must respect strict confidentiality and a disciplined, documented process. The immediate need is to map and implement end-to-end workflow for: • secure collection and storage of personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 ...

Description: I need an experienced GoHighLevel (GHL) specialist to clean up and configure our GHL account so it is stable, consistent, and ready for a future VPS-hosted middleware integration with ServiceM8 and Gmail. This project is GHL configuration only (no VPS middleware build in this job). Scope / Deliverables Contact schema cleanup (critical) Remove/avoid conflicting phone fields (mobile/phone/landline handling must be clean) Business vs residential naming: support Customer/Company Name properly (not forced into first/last) Address handling: ensure Service Address and Billing Address are separate and never overwrite incorrectly Multi-site / Properties model (required) Implement or fix Custom Objects for multi-site (e.g., Properties/Sites) Associations: Contact ↔ Propert...