Zoho crm clonecông việc

I'm seeking an expert in Zoho Creator to help with the development and integration. Key Responsibilities: - Event Creation: I'm looking to have a ticketing system integrated into the event creation process. This should allow for easy, seamless ticket sales and registration. - Attendance Registration: Attendees should be able to register for the event through an online form. This form should capture key details and contact information. - Payment Integration: The system should facilitate ticket purchases by integrating Credit/Debit Cards and PayPal or other options too. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designi...

I'm on the lookout for a proficient Zoho Creator specialist to assist me in developing an efficient event management system with integrated payment options. Key requirements include: - Assistance in creating event templates for 1-5 different types of events. - Setting up customized attendance registration forms with Zoho Creator. - Integrating secure and user-friendly credit/debit/online payment systems. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designing registration forms. Looking forward to discussing the project further with you.

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key inf...accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's workflow will be...

I am looking for an expert developer to create an e-learning platform that emulates the design and functionality of the OutSchool website, with a dynamic and vibrant aesthetic. Website: Example of page and features: Key Features Required: - User registration and login functionality. - Advanced course browsing and search functionality. - Facilitates enrollment in courses. - Scheduling capabilities similar to Calendly, integrated with Zoom or Google Meet. The platform will be designed specifically for private 1 on 1 chess lessons. Thus, a comprehension of chess and its nuances would be beneficial in this role, however, it is not necessary. An emphasis on an intuitive and engaging user experience is essential. With bright and energizing colors inspiring the platform's design. Idea...

This is the reference site http...seamless and secure Stripe payment gateway integration. - Marketing Features: Key marketing features include Email Marketing, SEO Optimization, and integration with ERP and CRM systems. - SEO Optimization: The site must be built with a strong SEO foundation, ensuring high visibility on search engines. - ERP & CRM Integration: Robust integration of these tools is a must for this project. Skills and experience: - Proficiency in eCommerce platforms and payment gateway integrations, specifically Stripe. - Strong understanding of digital marketing practices, including Email Marketing and SEO. - Prior experience with ERP and CRM systems integration is a big plus. - A portfolio demonstrating successful eCommerce and SEO-optimized sites w...

I am seeking an experienced Squarespace-Zapier-Mailchimp expert to integrate various features. 1. Squarespace Integration: You will be tasked with synchronizing Forms, E-commerce products, and CRM with Zapier and Mailchimp. 2. Mailchimp Integration: The integration should incorporate custom fields such as address and company details from Squarespace forms. 3. E-Commerce Data Integration: The integration of e-commerce product data to Zapier is solely for Mailchimp use. Ideal applicants will have experience in Squarespace integrations, Mailchimp, and Zapier. Familiarity with CRM systems would be a huge plus.

Busco un desarrollador que pueda crear un sitio web cuya principal característica es que cuenta con un funnel page en el que (de acuerdo al target de cliente) al finalizar el registro , el usuario podrá ver una serie de ofertas personalizadas para el. Este funnel page, además de contar con distintos pasos, estará conectado con CRM de cliente via API. Por lo que ideal si sabes de implementación via API. Debido a que capto usuarios, necesito recomendaciones de buenos sistemas para la base de datos que construiré, acepto recomendaciones.

Notes------- stay away timepass and without knowledge increase budget I am seeking a skilled freelancer to develop a comprehensive matrimonial CRM system with integrated WhatsApp communication and backend integration. The CRM should streamline lead management, communication, and data synchronization between the website backend and CRM platform. Here are the key features required: 1. Customizable pipelines for lead management and sales process tracking. 2. Dedicated hotline feature for direct communication with call logs. 3. Negative client management system to track and resolve complaints. 4. Lost client management system to capture feedback for improvement. 5. Profile sending tracking to monitor the distribution of user profiles. 6. Last interaction reminders and f...

I require a skilled part-time Filipino virtual assistant, primarily for email and social media management. The ideal applicant should be adept at: - Efficiently handling and organizin...part-time Filipino virtual assistant, primarily for email and social media management. The ideal applicant should be adept at: - Efficiently handling and organizing various social media correspondences - Effectively managing different social media platforms Familiarity with social media management tools is needed. Excellent communication skills are also important for this role. Familiarity with CRM software and email marketing platforms would be an advantage, but is not a requirement. We wish you can be working part time work, if you are a part time mother, household wife, student, etc. are the b...

I'm seeking a talented and experienced logo designer to craft a minimalist yet engaging logo for my SaaS CRM platform, Nexync. Key Requirements: - The logo should be mainly blue in color, reflecting a professional and tech-savvy aesthetic. - It needs to be minimalist in style, avoiding overly intricate or complex designs. - The logo should be versatile, suitable for use across different mediums, including our website, print materials, and mobile app. - Don't use logo generating softwares - Logo might show growth, success , syncing team for business - Logo must be readable for both light and dark mode Skills and Experience: - Proven experience in designing logos, particularly for tech-related companies or SaaS products. - A keen eye for minimalist design, understanding h...

I'm in the process of building a recruitment agency in the social care sector, located in Nottinghamshire. To help with this, I need a team of professional telephone o...of customer outreach. Key Responsibilities: - Cold calling potential customers in the Nottinghamshire area - Gathering customer information effectively and accurately - Scheduling appointments with interested parties Ideal Skills and Experience: - Proven experience in telephone-based roles, particularly in cold calling and customer service - Excellent communication skills - Proficiency in using CRM software for managing customer interactions - Experience with appointment scheduling software The ideal candidate will be a loyal and honest person, as they will be the face of our agency in these initial custome...

I need an expert in web development, specifically for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline...for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline. Understanding of service industry dynamics and consumer behaviour online will be a significant plus. A brief rundown of the need; - increase and develop further our website for presenting, operating and selling services - Implement functionality, CRM and booking systems to online golf travel offers to customers Experience with similar projects will add credibility to your proposal. Ensure you provide examples of such previously developed...

As an experienced tech B2B sales executive, you'll be focusing on generating leads and closing deals. Key Responsibilities: - Conducting market research to identify potential customers for Cloud, ERP/CRM and IT services - Generating leads through various channels. - Developing and maintaining a pipeline of prospects. - Working closely with the team to close deals. - Building and managing customer relationships and ensuring customer satisfaction. Skills and Experience: - Proven experience in B2B sales for Cloud, ERP/CRM and IT services - Strong understanding of the sales process. - Excellent communication and negotiation skills. - Ability to work towards targets and deadlines. - Preferably a mid-level professional with a track record of successful lead generation and de...

...Dashboards: Übersichten über Ticketvolumen, Bearbeitungszeiten, Lösungsquoten etc. zur Leistungsbewertung und Ressourcenplanung - Vorbereitung für PowerBI • Wissensdatenbank/Selbsthilfe-Optionen: Integration einer Wissensdatenbank zur Reduzierung der Ticketanzahl durch Selbsthilfe der Nutzer. • Integration in bestehende Systeme: Möglichkeit, das Ticket-System mit anderen Systemen (z.B. E-Mail, CRM, ERP) zu verbinden, um einen reibungslosen Informationsfluss zu gewährleisten - Ticket melden im PowerBI, Raumbuchungssystem und Servicedesk zb.... Zusätzliche Überlegungen • Benutzerfreundlichkeit: Eine intuitive und leicht zu bedienende Benutzeroberfläche. • Zugriffssteuerung: Rollenbasierte Zugriffssteuerung, um sic...

I need a skilled developer who can integrate Screenconnect. We have a React+Node app having Zoho integrated in it. We want to replace zoho functionality with screenconnect. Our requirement will be : - First user will click on Remote button - Second user will get a link of screenconnect having dynamic session id within the link - Both user will connect remotely Key requirements: - Strong knowledge of Screenconnect and its features. - Strong knowledge of ReactJs + NodeJs - Ensure the integration is seamless and fully functional on Windows, Mac, and Linux.

...soon. Currently, they have a website build in webflow, but as you now know I am building their new website in wordpress. I am using a theme which I am editing along to their wishes. Rick uploads a property (or lets call it a house) on Pararius CRM Office. Pararius is one of the biggest real estate websites in The Netherlands. Currently, when he uploads the properties on Pararius, the properties are also directly created on his current website. This should be the same function as for the new wordpress website. So when Rick uploads a property on Pararius CRM Office, it should also be posted on the new website. This should be listed in the way as it is currently shown on (ask for link) , so with a product card on the overview page and a detail page per property with the dyn...

I need a CRM system that is less complicated than the one at , but with a few additional features. The system should be compatible with both web and mobile. Key Features: - Contact Management: The system should allow me to easily manage and store contact information. - Task and Activity Tracking: It should help me track tasks and activities related to each contact. - Email Integration: I want to be able to send and receive emails within the CRM. - Google Calendar Integration: It should have the ability to sync with Google Calendar. LinkedIn Integration: - I need the system to integrate with LinkedIn, specifically to fetch public profile data of people I am connected with on LinkedIn. Ideal Skills: - Experience in CRM development - Proficiency in integrating APIs, e...

...WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and layout updates - Custom field and workflow creation ...

I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.

DO NOT BID UNLESS YOU ARE BASE...of the individual Key Responsibilities: - Book keeping, reconcilliation of payments & invoices - Assisting with keeping track of repairs using Zoho Desk - Handle customer support inquiries via Email, Phone, and Live chat --Respond directly to basic queries --Forward on relevant information to our local staff - Execute order management tasks The ideal candidate should have: - Excellent written and verbal communication skills - Data management and excel skills are critical - Ability to manage multiple tasks simultaneously - Familiarity with various customer support and order management tools - Available for 4-8 hours per day. - Experience with Zoho one - Understanding of laptop parts or experience in the laptop repair industry Please qu...

I'm in need of a detail-orient...of the individual Key Responsibilities: - Book keeping, reconcilliation of payments & invoices - Assisting with keeping track of repairs using Zoho Desk - Handle customer support inquiries via Email, Phone, and Live chat --Respond directly to basic queries --Forward on relevant information to our local staff - Execute order management tasks The ideal candidate should have: - Excellent written and verbal communication skills - Data management and excel skills are critical - Ability to manage multiple tasks simultaneously - Familiarity with various customer support and order management tools - Available for 4-8 hours per day. - Experience with Zoho one - Understanding of laptop parts or experience in the laptop repair industry Plea...

I am looking for a Zoho developer to assist me with a project involving an abandon form solution that integrates with Zoho CRM. Key points: - The primary task is to integrate the abandon form solution with Zoho CRM - Specific requirements include abandoned form tracking, email notifications, and CRM record creation - Troubleshooting and fixing issues may be required - This project may also involve some work on CRM, including form to CRM integration and creating a fillable PDF form template from CRM data Ideal skills and experience: - Strong Zoho development experience, with a proven track record of successful CRM integrations - Proficient in developing abandon form solutions - Experience in working with form to...

...server. In order to be considered for this project the freelancer shall submit, in detail their proposed solution, including how they would deliver it, what they would require in order to get it done, data safety protocol, secure development, timeline, budget, ongoing/maintenance cost, training on system, rework/bug fixes. -Modules: I require the following modules to be incorporated: Sales and CRM, Accounting and Finance, Inventory and Warehouse Management, Project, Timesheets, Social Marketing, Customer portal, Documents, and Contracts -Design: I envision a clean and modern UI design for the community. The interface should be user-friendly, intuitive, and visually pleasing. -Customer Portal Integration: The customer portal must be smoothly integrated with the main website. ...

I'm in need of a professional website developer to create a website that will primarily serve as a platform to showcase my products and services. The site will consist of less than 10 pages. Key Points: - The main purpose of this website is to display and describe my products and services in an engaging and user-friendly manner. - I do not require integration with any CRM tools. - The site will have less than 10 pages, which is relatively simple in comparison to larger websites. Essential Skills: - Proficiency in web development - Experience in creating websites focused on showcasing products and services - Strong understanding of user experience and interface design This project is a great opportunity for a web developer looking to build a sleek and functional business ...

...notifications * User Management * Integrate with Azure Active Directory for user authentication and authorization * Manage user roles and permissions Cloud Component: Prep Material Service * Prep Material Generation * Generate prep material for calendar events and appointments * Use Azure Cognitive Services for NLP and machine learning * Integration * Integrate with Dynamics CRM, Power BI, and SharePoint * Retrieve relevant data and insights * Prep Material Delivery * Deliver prep material to users * Use Azure Storage or Microsoft SQL Server for storage Cloud Component: Notification Service * Notification Processing * Process notifications for calendar events and appointments * Extract relevant information (e.g., attendees, location, time) ...

...software could be designed primarily for use on the web or an app - The main purpose of the software is allow customers to each have there own portal where jobs can be viewed and any proceed or comments will be sent via email Ideal Skills: - Prior experience developing process automation software. - Proficiency in web development. This program will be very similar to how estimates work in Zoho books but Zoho books is a full bookkeeping software. I'm just needing the portal part for job estimates. It's like a repair management software but the only actions needed are for myself and customers to be notified and the options to comment, proceed or decline. So an example would be i add a customer to the software including their email address. They get notified and ...

We are in search of a proficient E...90-days. Their set of responsibilities will include, but is not limited to: - Providing comprehensive administrative support - Effectively managing emails and scheduling tasks - Handling phone calls and professionally dealing with inquiries - Working during business USA business hours (can be any time zone) Proficiency across a broad range of common office tools, virtual meeting software and CRM platforms will be viewed favorably. While no specific industry knowledge is required, general adaptability and the ability to learn on-the-fly will be crucial. Flexibility, strong operational skills, and excellent communication form the ideal skill set for this role. We will provide adequate training and are looking for someone hungry to succeed in ...

...(100$) con buenas habilidades sociales y con buena actitud, busco un setter confiable que sea eficiente a largo plazo, pero primero debemos comprobar su rendimiento. Nos enfocamos en los nichos de consultorias, coaching y info productos, la prospección en frio es atraves de Instagram y si es posible también por LinkedIn. Requisitos: •Experiencia previa como appoiment setter •Experiencia en uso de CRM y actualizaciones precisas del día trabajado. •Experiencia para cualificar leads y generar oportunidades de venta. •Excelentes habilidades de comunicación y presentación •Organizado y capas de gestionar múltiples tareas •Orientado a resultados y capaz de cumplir con objetivos establecidos •Experienc...

I'm looking for a skilled developer to help us in creating a seamless connection between Wufoo (form builder) and our CRM Hirehop, using their respective APIs. Ideal Skills and Experience: - Proficient in working with APIs, particularly Wufoo and Hirehop - Solid experience in integrations between Wufoo and CRMs - Skilled in real-time data synchronization - Familiar with creating triggers for data transfer Key Deliverables: - Set up a real-time synchronization process between Wufoo and Hirehop - Ensure that only 'Order Details' data is transferred - Create a trigger for data transfer upon form submission on Wufoo This project is crucial for our workflow efficiency, so the successful candidate will need to demonstrate both their technical skills and ability to deliv...

It is necessary make some simple changes to a project management application made in Laravel. The change are: Please answer only if have experiences in project management software. And show my the url of similar job made because I don't asign the job without see the real competences

I'm looking for a skilled developer to create a comprehensive management platform for a restaurant and cafe. Some of the modules required but not limited to the followings: - [ ] Ecommerce - [ ] CRM an Loyalty System - [ ] VOIP ans SMS integration - [ ] Marketing campaign design - [ ] Mobile & Online Ordering - [ ] POS - [ ] product add-ons when taking orders - [ ] barcode scanners and mobile printers - [ ] customised print designs per store - [ ] multi-tenant - [ ] Table Service, reservation, pr-eorder, pre-payment - [ ] Delivery, In-Store pickup, integration to other delivery platforms - [ ] Staff Management, time sheets - [ ] Digital Menu Management, View the menu on mobile and make order and payment - [ ] Reporting & Analytics - [ ] Kitchen Managem...

I'm in need of a proficient Python developer experienced in web development, data analysis and automation scripts. The goal of this project is to develop a SaaS platform dedicated to Customer Relationship Management (CRM). The primary feature of the platform is a system that generates recommendations. Knowledge in contact management, sales forecasting, and email tracking are bonuses, though not strictly necessary. Efficiency, strong communication skills and experience in the SaaS domain is vital. The perfect fit would be someone who has previously worked on similar CRM projects.

Agencia de viajes de Valencia, España, busca teleoperador/a de habla hispana, localizado/a en España necesariamente y mejor en la provincia de Valencia. Se valora conocimientos de geografía de España y turismo. Conocimientos de telemarketing, usuario de CRM y valorable gestión Redes Sociales. Trabajo a distancia. Jornada flexible parcial por horas, sobre todo mañanas (hora de Madrid). Proporcionamos medios técnicos y formación. Pago por horas, bonus por objetivos. web:

I'm in need of a skilled ERPNext Frappe developer who can effectively manage and customize modules such as Sales and CRM, Inventory Management, and Accounting and Finance. The ideal candidate should have extensive experience in modifying the functionality and interfaces of these modules to meet specific business requirements. Key Requirements: - Proficient in ERPNext and Frappe Framework - Prior experience in customizing ERPNext Sales and CRM, Inventory Management, and Accounting and Finance modules - Ability to perform functional modifications and user interface changes to fit the unique business processes The freelancer's primary task will be to make the necessary adjustments to optimize the system for my business, ensuring a seamless integration of the modu...

I'm in need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you're up for the task, I’d love to...

We are looking for a Looker Studio expert to help us develop a new dashboard feature. The ideal candidate will have experience connecting to backend systems via API and displaying data in Looker Studio dashboards. We'd like to start with a consultation to discuss our vision for the feature and determine if it's a good fit for both parties. Important note: Due to possible personal contact, we prefer only freelancers from Europe. Looker portfolio examples are necessary.

Hey Slamet, I'm hiring you to do the Website Translation, New TVG Tech Proposals Design, and CRM Page.

...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and...

I'm looking for a professional web developer to create and set up a web portal to centralize the procurement process for a company. This...seperate entities under one brand, across 900 sites. Key Project Requirements: - Design and develop a fully functional transparent cloud database of stock lists across 900 manufacturing sites. - Seperate log-ins depending on User level, i.e Standard > Manager > Admin. - Incident reporting - Implement secure payment gateways for bank transfers and card payments - Integration of data with our CRM(Salesforce) Ideal Skills and Experience: - Proficiency in Website development - Experience in large scale projects - Knowledge of integrating payment gateways - Experience with Salesforce Please include samples of your previous e-commerce ...

I'm looking to integrate a real-time chat feature between our CRM (Bitrix24) and Omnichannel (Huggy) platforms. Key details include: - The integration must be comprehensive, i.e., there should be no missing features or functionalities on either platform during or after integration. - Real-time synchronization is crucial. This means that chat data should be immediately accessible and updated in both systems without delay. Ideal candidates for this job should have prior experience in real-time chat integration, especially with CRM and Omnichannel platforms. They should be able to deliver quality work that guarantees seamless communication without any glitches or delays in the chat feature. I appreciate developers who pay attention to details, as every aspect of this proj...

I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...

We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Automation of the Sales Process**: automate few steps in our sales process (lead > client proposal > active client > lost client > ongoing engagements. - **Reminder System**: The reminders are crucial in ensuring that our sales team stays on track. The reminders should be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experi...

I am looking to hire a skilled PHP developer to create a custom CRM system, based on an existing one I have. Essentially, this is a task that involves removing certain features such as email integration, sales forecasting, and social media integration. While the new CRM system doesn't need to include all the functions of the original, the ones I cannot do without are: - Contact Management - Sales Tracking Unfortunately, I was unable to specify further details for inclusion in the CRM. Therefore, prospective developers should be flexible and ready for modifications during the project. Given the urgency of this project, I expect it to be completed within a month. Therefore, candidates with a fast response rate and proven ability to meet deadlines will be given p...

I'm in need of a skilled developer to create a web application for influencers. This application will serve as a platform for influencers to offer their services to companies for advertising and commission-based marketing. It will also include a comprehensive customer relationship management system, data storage, and reporting functionalities. The application will also feature financial management capabilities, payment methods, and invoicing. The successful freelancer for this project should ideally have: - Proven experience in web application development, particularly in the influencer marketing field. - Strong knowledge of customer relationship management and data storage/reporting. - A solid understanding of finance management within software. - Proficiency in integrating payment ...

...design, and demonstrate ability to adapt visual style to a multi-category general store - Be flexible and open to collaborative discussions on design Critical to this project is the seamless integration of essential third-party tools for successful functionality of the store. These integrations include: - Email marketing software - Inventory management software - Customer relationship management (CRM) software If you possess the above skills and have previous experience with these integrations, please place your bid. Thanks! — — — — — UPDATES: We pre-purchased Spocket, DSers, and Zendrop. We want to use a pre-built theme so we can manage everything ourselves. We like the Enterprise theme, but we're open to suggestions...

...Management will be considered an advantage, although candidates with little or no professional experience are also encouraged to apply. TASKS -The candidate must speak fluency in the Brazilian language and be willing and able to work at the beginning in a shift pattern (6 hours), covering working hours between 09:00 and 00:00. -The candidate must be able to contact (chat and call through our CRM) new users (supplied by the company), explain the site's functionality, help them get all the available bonuses, and make their first deposit. - The candidate must be responsible for managing client accounts, ensuring their needs are properly addressed and solutions are promptly provided. -The candidate must be able to effectively communicate with clients and resolve is...

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks ledger as normal?

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's adv...and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platforms. - Excellent communicat...

...looking for a Sales Executive who can excel in closing deals with businesses. The ideal candidate will have a strong track record of generating leads and converting them into sales, particularly within the B2B space. Responsibilities: # Engage in Zoom/Google Meet calls with interested leads. # Develop and maintain relationships with new and existing clients to explore new opportunities. # Utilize CRM software to track client interactions and sales progress. # Meet and exceed sales targets by closing deals and upselling to existing clients. The ideal candidate should have: - Proven experience in B2B sales, ideally within the marketing industry. - A solid understanding of various marketing strategies and the ability to leverage them effectively to drive sales. - Exceptional neg...

...development and services business, focusing on web development, mobile app development, and CRM implementation. I've provided services in the healthcare, finance, and retail sectors in the past. I'm looking for a sales expert who can assist me in expanding my client base and improving my operational efficiency. The main goal of this project is to increase efficiency in the sales process and overall business operations. Key skills and experiences needed for this job include: - Proven sales experience, ideally in the IT/software sector - Knowledge of healthcare, finance, and retail industries would be a plus - Ability to understand and communicate the benefits of web development, mobile app development, and CRM implementation to potential clients - Strong negotia...