Zoho crm jobs
Hi, we're looking for someone experienced with ** and WATI** to implement WhatsApp automation for our travel business client. Our funnel uses a landing page, GoHighLevel (CRM), and for call bookings. **We will handle the landing page, CRM setup, lead data updates, and booking integration ourselves.** We need your help specifically with the WhatsApp automation: 1. **Initial Message:** Automatically send the trip itinerary via WhatsApp as soon as a prospect submits their contact details. 2. **Follow-up Sequence:** Send two scheduled WhatsApp follow-ups to prospects who haven't booked a call. 3. **Call Confirmation & Reminder:** Send an immediate confirmation when someone books through , followed by a reminder before their call. 4. **Human Handover:** If a pros...
...on fast follow-up, product knowledge, and a reassuring tone that removes any final hesitation about funding the account. I will supply: • A lead list with name, number, opt-in confirmation, and time zone • A step-by-step account-creation link plus deposit instructions • CRM login for tracking call notes, SMS history, and conversion status You will: • Call and text every lead promptly during optimal hours • Walk them through sign-up, answer basic wagering questions, and secure the first deposit • Update the CRM in real time so I can monitor progress Key acceptance criteria: 1. Accurate, time-stamped call/SMS logs for every assigned lead 2. A clear yes/no deposit status recorded for each prospect 3. A short end-of-day summary outl...
...existing applications. Its primary purpose is to optimize lead conversion through personalized and empathetic interactions. Key Requirements: - Develop a functional AI Voice Agent capable of effective communication. - Ensure multi-language support to cater to a diverse audience. - Implement a custom voice personality to align with brand identity. - Enable integration with third-party applications and CRM systems. Expected Agent Features: - Ability to transfer calls to human agents when necessary. - Maintain a professional yet personable tone. - Provide insights and analytics on interactions. AI Agent Prompt: You are an AI lead engagement specialist with expertise in professional communication and relationship building. Guidelines: 1) Begin with personalized introductions referenc...
...sales-related task. The priority is customer relationship management, not broad lead gen or complicated funnels, so the setup should center on task management that keeps our sales activities moving without anything slipping through the cracks. Here’s what I’m looking for: • Clean initial configuration of GoHighLevel with the right custom fields, pipelines, and calendars needed for a sales-driven CRM. • Automated task creation tied to key events—new lead enters a pipeline stage, appointment booked, deal moved forward, etc.—so my reps instantly see what they must do next. • Streamlined views that show each rep only their own tasks, deadlines, and follow-ups in one dashboard. • Notification logic (email, in-app, SMS) to make sure a sales ...
I run a small B2B company that sells to farmers and produce distributors and I’m ready to tighten up our sales and marketing pipeline. I already rely on Shopify for orders and Zapier for light automation, but everything still ends up scattered. I need a single Airtable base that functions as a proper CRM and speaks smoothly with Shopify through Zapier. Here’s what I want this Airtable build to do: • Act as our central CRM hub, with dedicated tables and views for Contact Management, Lead Tracking, and Task Management. • Store rich Personal Information on every prospect or customer alongside their full Purchase History pulled straight from Shopify. • Trigger automated workflows in Zapier—new Shopify orders should populate or update the rig...
...Development - UI/UX & Website Design - AI Development & AI Automation - Business Process Automation - Blockchain Development - Crypto / Web3 Development - Web Applications / SaaS - Digital Marketing - SEO & Website Optimization - Business / Corporate Websites - Portfolio & Personal Websites - Existing Website Redesign / Modernization - API & Third-Party Integrations - Payment Gateway / Booking / CRM Integrations Required Lead Distribution I want a combination of Indian and international prospects. India — approximately 40% Focus on businesses from: - Mumbai - Navi Mumbai - Thane - Pune - Bangalore - Hyderabad - Delhi NCR - Ahmedabad - Chennai - Kolkata - Other high-potential Indian markets International — approximately 60% Priority markets: USA UAE...
...an AI model. • Intelligent classification of the request so the system understands the intent, sentiment, and urgency. • Automatic drafting and sending of the full reply, matching our brand voice and support policies. • A confidence threshold/flag to route uncertain cases back to a human agent. • Logging of every interaction for audit and future training improvements, ideally inside our CRM. Acceptance criteria: 1. At least 90 % of routine support questions are handled end-to-end by the AI with a customer satisfaction score equal to or better than our current human baseline. 2. Deployment runs on our cloud environment (Azure or AWS—whichever you recommend) with clear documentation so my team can maintain it. 3. A short hand-over session ...
...support is the core area I want to automate, and email management is by far the most repetitive task on my plate. Here’s the flow I picture: you audit the current inbox, map the typical conversation paths, then design and deploy an AI-driven system that classifies, routes, and replies to common enquiries without losing the personal touch my brand is known for. Think smart triage, automatic tagging, CRM syncing, and templated GPT-powered answers that still read human. Preferred stack is flexible—Zapier, Make, Gmail or Outlook APIs, OpenAI, Pinecone, Freshdesk/Intercom webhooks, or a lightweight Python microservice—whatever delivers reliable, low-maintenance results. Please factor in fallback rules, human-in-the-loop escalation, and clear analytics so I can ...
We are looking for an experienced AI Automation Developer to build an automated workflow for our business. The project will involve connecting AI, n8n, APIs, and third-party tools to automate repetitive tasks and improve our workflow. Requirements: Strong experience with n8n OpenAI / ChatGPT API integration AI agents and automation workflows API & webhook integrations CRM or database integration Experience with business process automation Please share 2–3 relevant AI automation or n8n projects you have completed. Also include your estimated timeline and best quote. Start your proposal with “AI Automation” so we know you have read the requirements.
GoHighLevel CRM & Automation Specialist Needed I’m looking for an experienced GoHighLevel CRM, Automation & Marketing Specialist to help organize and fully utilize my existing GHL account, website, and client database. I already have: - Existing GHL account and website with multiple features - Current and past client data - Existing leads and contacts - Real estate business with residential & commercial clients - Ideas for generating more business - Existing funnels/automations that need review and improvement What I Need I need someone who can look at the entire system and connect the dots, including: - Audit and organize my GHL account - Clean, segment and structure existing contacts - Build useful CRM pipelines and workflows - Automate lead f...
I’m looking for reliable support to keep my customer records accurate and up-to-date. All information arrives through online forms; your job is to take that data and enter it into our spreadsheet and CRM exactly as received, double-checking each field for spelling, correct formatting, and duplicates. Here’s what I need from you: • Daily extraction of new submissions from the web form dashboard • Precise entry of names, contact details, and any notes into the provided Google Sheet and HubSpot CRM • Quick flagging of incomplete or suspicious entries so I can follow up • A brief end-of-day summary confirming how many records were processed and any issues encountered Consistency and confidentiality are essential. Familiarity with Google She...
I have a vetted list of small-business contacts that need a quick, professional Hindi-language call. The goal is s...decision-maker’s details, and log interest level plus any follow-up actions required. • Submit a daily call log and keep the lead sheet fully updated so I can track progress in real time. A successful delivery means I receive clean, accurate data for each business called—contact name, direct number, email (when possible), and a brief note on next steps. If you already work with dialer tools or a CRM, great; otherwise, a simple phone and spreadsheet will do. Fluency in Hindi and clear communication skills are essential, prior B2B tele-sales experience is highly preferred. I’m ready to start as soon as you are and can clarify any details befor...
...karna. Important requirements - Multi-tenant SaaS architecture - Har merchant ka data isolated - Secure API keys - Authentication - Role-based access - Webhook security - Retry system - Call failure handling - Rate limits - Logs - Basic billing architecture - Admin panel - API documentation MVP mein abhi ye mat banana: - Real estate module - Healthcare module - Mobile app - Blockchain - Complex CRM - Advanced analytics - Custom AI model Pehle COD product working aur reliable chahiye. Mujhe development start karne se pehle ye 5 cheezein do: 1. Complete architecture 2. Exact third-party APIs/services 3. Monthly running cost estimate at 1,000 / 10,000 / 100,000 calls 4. Development timeline 5. Fixed MVP development cost Aur code modular/scalable hona chahiye taaki baad mein ...
...turnaround, and handle objections with clarity and confidence - Record every call, outcome, and next step in our CRM the same day so the pipeline stays current and commissions are paid on schedule - Meet or exceed a weekly closing target that we set together **What we're looking for** - Fluent, confident spoken English, since every conversation happens by voice - A proven record of closing over the phone, ideally in professional services, coaching, education, or other high-ticket offers - Recent results you can share, such as close rates, average deal sizes, or references - A consultative style built on listening, not pressure - Dependability with scheduled calls and consistent CRM habits - Bonus: experience with publishing, ghostwriting, or the coaching and consult...
We are looking for an experienced specialist to integrate Zoho CRM with Meta Ads and send lead-quality feedback back to Meta for better campaign optimization. Current Setup We currently use: - Meta Ads - Zoho LeadChain connected to Meta - Zoho CRM - Leads coming from: - Meta Instant Lead Forms - WhatsApp Ads / Click-to-WhatsApp Lead data is already being captured in Zoho successfully. What We Need We want to create a closed-loop feedback system between Zoho CRM and Meta. Our qualification logic is simple: Qualified Lead = A Lead that is converted into a Contact in Zoho CRM. When this happens, we want to send the appropriate conversion/qualified-lead event back to Meta so Meta can optimize campaigns toward hi...
...terminals work, the speed of settlement, and the savings we deliver. Every video needs a strong call-to-action that pushes viewers to a booking form or direct message so my sales team can follow up the same day. I’ll rely on you to handle the full funnel in TikTok Ads Manager: audience research, creative production, campaign set-up, daily optimisation, and tracking through to lead capture in our CRM GHL. Cost-per-lead will be the key metric, and I’ll need transparent reporting so we can scale what works and cut what doesn’t. Deliverables • A 4-week content calendar with at least eight original product-demo videos ready to post or promote. • Campaign build and launch, including custom audiences for UK mid-market businesses by sector. • Week...
...* Advance balance/adjustment The system should automatically calculate how much I owe each freelancer. 3. Client Revenue & Receivables I need a system to track: * Client name * Package * Package value * Start date * Renewal date * Invoice amount * Amount received * Payment date * Remaining balance * Overdue days * Next payment due date I currently use/plan to use invoicing software such as Zoho Invoice, so the accountant should understand how to integrate the accounting workflow with invoice/payment records. 4. Cash & Bank Management I want separate tracking for: * Bank transactions * Cash transactions * Business expenses * Owner withdrawals * Freelancer payments * Client receipts The system should allow reconciliation so I can understand exactly where the compa...
...in-person meeting, depending on what suits them best. You will be working from a fresh list of leads that I supply each week, and I will provide a simple script along with access to my preferred CRM so every interaction is logged. Clear, friendly communication is critical—you should sound confident on the phone and write concise confirmation messages that leave no room for confusion about dates, times, or locations. Deliverables I will use to gauge success: • A consistent number of booked consultation slots each week (we can agree on a target together) • Complete and accurate notes in the CRM for every lead contacted • Timely reminders sent to each prospect 24 hours before their appointment If you are organized, comfortable dialing new l...
Each month I prepare a performance snapshot for 13 dealerships plus an overall group roll-up. I now want a single Excel workbook that draws fresh data from four places—CRM exports, my boss’s Google Sheet, a marketplace XLS from our reps, and an invoice file that lists VDP views—and transforms it into a clear one-month and three-month view. The finished workbook should open on a summary sheet that shows every store on its own row, followed by a group total. For each row we need all the KPIs we already track online: Cars Online, Leads, Leads per Car, the marketplace benchmark for that ratio, VDP Views, VDP Views per Car, its benchmark, Dealership Visits, Budget and Cost per Visit. Leads per Car, Dealership Visits and Cost per Visit must stand out visually because my...
We are looking for an experienced Zoho One specialist to help our team properly understand, configure and use Zoho for our business. We already have Zoho One and have started setting up the system. We now want an expert who can work with us practically — not simply explain Zoho features, but show our team how we should actually use Zoho day-to-day. What We Need Help With We would like support with: Zoho CRM setup and best practices Leads, contacts, companies and sales pipeline management Setting up pipelines for potential customers/exhibitors Tasks, reminders and follow-up systems Email integration and email tracking Zoho Campaigns / marketing automation Lead capture from our website and advertising campaigns Forms an...
...Create a reusable master design/template system (fonts, layout, colours, style, icons etc.) so future products can be added easily. Additional product designs will be done later separately. Important – Budget We want a professional but budget-friendly launch. Use existing hosting/domain and reliable free/lightweight solutions wherever possible. No unnecessary custom coding, expensive plugins, CRM, animations, automation or subscriptions. Paid plugins/themes/services only if genuinely necessary; disclose all one-time/recurring costs before use. Do not add unnecessary features just to increase cost. Final Handover All WordPress/admin access, website files, editable packaging source files and print-ready files must be handed over. Basic training/instructions preferred. ...
I have a small suite of LinkedIn campaigns alread...you: • Audit the existing account structure, targeting, and creatives to spot wasted spend and quick-win opportunities. • Refresh or rebuild campaigns so they speak directly to tech and healthcare buyers, refining audience segments, bid strategy, and ad formats as you go. • Set up airtight conversion tracking with the LinkedIn Insight Tag, ensure lead gen forms are flowing cleanly into our CRM, and implement A/B tests on copy, visuals, and CTAs. • Provide weekly performance snapshots and a concise end-of-month report with optimizations clearly explained and next-step recommendations. If you have a track record of squeezing more qualified B2B leads out of LinkedIn without ballooning spend, I’m re...
...spacious layout that lets the imagery sell the craftsmanship. Use neutral colours that complement wood and metal finishes. Technical notes • Mobile-responsive is a must. • Load times should stay light; please compress images appropriately. • No paywall, membership, or e-commerce functions required—just the lead form. • Connect the form to my business email; a simple spreadsheet or built-in CRM capture is fine. • Basic on-page SEO (titles, meta descriptions, alt tags) would be appreciated so we rank locally for “modular furniture”. Acceptance criteria 1. Site is delivered live on the chosen platform, with my custom domain attached. 2. All pages render correctly on desktop, tablet, and phone. 3. I receive a brief hand-off...
...reservation messages that keep their clients informed. You’ll shape the entire sales cycle: building a qualified lead list, crafting outreach sequences, running live demos, and negotiating contracts. Expect to work with me on messaging but have full ownership of day-to-day prospecting through channels such as LinkedIn, email, and industry forums while keeping everything tracked in your preferred CRM. Please show past work demonstrating successful B2B or SaaS sales—especially if you have placed booking or reservation systems with agencies before. Brief metrics, references, or screenshots that prove traction will help me understand your impact quickly. Deliverables (acceptance criteria) • Target list of 100+ relevant travel agencies with key contacts • ...
...should ask about location, plot size, budget, purpose and buying timeline. Automatically classify leads as Hot/Warm/Cold. Hot leads should be transferred to our sales team or callback created. AI should handle inbound calls and answer common property questions. Appointment/site-visit booking with Google Calendar. Automatic WhatsApp follow-up and appointment confirmation. Meta Lead Ads integration. CRM/dashboard with lead details, call recording, transcript, AI summary and status. Sales-team notifications. Scalable and cost-efficient architecture. Preferred technologies: Vapi/Retell, Exotel/Twilio, OpenAI/Gemini, WhatsApp Business API, Meta API, Node.js/Python, React. Important: Please apply only if you have previously built AI voice calling/telephony systems. Share 2–3 ex...
I run a roofing service called Roof Reset and need a reliable virtual assistant who can keep our HubSpot CRM perfectly up-to-date. Your main focus will be data entry and ongoing record maintenance—adding new contacts as they come in, cleaning up existing records, updating deal or ticket details, and making sure every note, call log, or email is captured under the right account. Because we already rely on HubSpot, you should be comfortable with its contact import tools, pipeline views, and basic report snapshots so I can quickly see where each lead stands. A smaller but important part of the role is watching over our current advertising accounts. I don’t need full campaign builds; I simply want someone who can log in, check spend and performance metrics, flag anything un...
...conversations into signed contracts. What you’ll be doing • Identify and qualify target companies that value employee wellbeing • Book discovery calls or demos with key stakeholders • Present the mental-health-focused plan clearly, handling objections and tailoring value propositions to each prospect • Drive the deal through proposal, negotiation and close, logging every step in my existing CRM and delivering concise weekly reports Success will be measured by the volume of qualified meetings set and the revenue closed within agreed timelines. If you have a proven track record selling HR, SaaS or employee-benefits solutions—and the hunter mentality to match—let’s talk about how quickly you can get this mental-health program...
Client communication sits at the heart of my day-to-day operations, and I need an experienced assistant who can keep it running smoothly inside our CRM (Salesforce). Your work will revolve around three core activities: • Managing client emails – monitor the shared inbox, draft clear responses, tag conversations correctly in Salesforce, and ensure no message sits unanswered for more than one business day. • Preparing and sending quotes – use the existing quote templates inside the CRM, pull the right price lines, double-check totals, and send professional, error-free proposals. • Scheduling appointments – coordinate calendars, book calls or onsite meetings through the CRM’s scheduling tool, and confirm details back to the client. Su...
My CRM needs daily, accurate data entry so every new roofing lead is logged, tagged, and funnel-ready without me double-checking. I’ll grant you full access to the platform (Roof Reset is built on GoHighLevel) along with clear field-by-field instructions; the expectation is zero duplicates and clean, searchable records at the end of each shift. Once the database stays current, the next priority is paid promotion on Instagram. Assets, copy, and broad targeting ideas are ready; what I need is careful ad-set creation, budget allocation, A/B creative testing, and ongoing optimisation inside Ads Manager to keep cost-per-lead low. Weekly insights on reach, clicks, and booked calls should feed straight back into the CRM so I can trace revenue to spend in real time. Deliverab...
...client meetings. - Coordinate with our technical/pre-sales team for proposals and solution discussions. - Follow up with prospects and support negotiations. - Drive opportunities from lead generation to client/project closure. - Build and maintain long-term client relationships. Our IT Services & Solutions include: - SAP & ERP Solutions - SAP AMS & Application Support - IT Consulting & Outsourcing - CRM Solutions - AI & Data Analytics - Workforce Management Solutions - Software & Enterprise Applications - Custom IT Solutions Ideal Candidate: - Minimum 3–4 years of genuine IT Sales / IT Business Development experience. - Strong B2B client acquisition experience. - Experience selling IT services/software/technology solutions. - Good communication, nego...
I need a reliable virtual assistant to get my Salesforce instance back into shape and keep it running smoothly. The day-to-day revolves around meticulous data entry, discipl...feeds directly into our marketing, I’ll also lean on you for light ad-related support, such as pulling weekly spend and lead reports or preparing assets so campaigns launch on time. The heavier lift, however, is the CRM reset and ongoing maintenance. Deliverables • A cleansed, consistently formatted Salesforce database • A lead pipeline that automatically routes and flags follow-ups • Weekly status summary covering data hygiene, new leads processed, and any ad metrics gathered If you’re organised, comfortable in Salesforce, and can keep information flowing between the ...
...profile. Key actions and deliverables • Source and pitch new B2B prospects, converting them into paying customers • Run discovery calls and on-site or virtual meetings to map each client’s exact requirements • Coordinate internally so service delivery is seamless and deadlines stay intact • Own follow-ups, upsell opportunities and yearly renewals, maintaining accurate activity notes in our CRM Compensation • Earn 5 % on every first-time sale you close • Earn 8 % when that same client renews or extends • A monthly stipend of ₹2 k–₹10 k is available; the more revenue you generate and retain, the higher your total pay packet climbs This is an ongoing, performance-driven partnership. Deliver consistent deal flow and ...
...Home, About/Centre Story, Learning Approach, Programs, Team, FAQs, Contact and Tour/Enquiry * “Request a Tour” and “Send an Enquiry” forms * CRM setup to manage parent enquiries, tour requests, follow-up status and notes * Basic automated email follow-up * Local SEO setup * AEO/AI search optimisation * Google Business Profile optimisation * Google Search Console setup * Fast loading, secure and easy for us to update ourselves * Full admin/ownership access at completion Preferred style: warm, premium, natural and family-focused, using olive/green, beige and neutral tones. Please include in your bid: 1. Total fixed price 2. Platform you recommend 3. CRM you recommend and any ongoing costs 4. Estimated completion time 5. Number of revisions included...
I need a confident phone pro who can introduce our new, sustainably raised seaf...behind our coastal operation. Once interest is piqued, you’ll outline basic ordering tiers and pricing so the prospect knows exactly where they stand in line and what the opening order could look like. All calls must be logged with contact details, call outcome, and any objections or follow-up tasks so I can nurture the relationship after the waitlist grows. If you already work with a lightweight CRM or a structured spreadsheet, even better—just keep the data clear and exportable. I’ll supply a short product brief, a suggested script, and a list of target establishments. From there, bring your energy, rapport-building skills, and proven cold-calling technique to turn curiosity into ...
...both English and Spanish. You do not need perfect English, but you must be able to communicate effectively with management and understand accounting-related instructions in English. Preferred Experience Preference will be given to applicants with experience in: * Property management accounting * Real estate accounting * Short-term rental accounting * Airbnb * VRBO * * QuickBooks * Zoho Books * Property management software * Owner statements * Multi-property financial reporting The Person We Want We are not looking for someone who only enters transactions. We want someone who can look at the numbers and recognize when something does not make sense. For example, if: * An expense is assigned to the wrong property * Income is missing * A bank account does not reconcile * An...
I’m building an early-stage SaaS startup and n...video (Canva, Adobe Express, or your preferred tools are fine as long as the output feels on-brand). • Execution: scheduling through Meta Business Suite, daily comment/DM follow-ups, and smart hashtag or collab choices to widen reach. • Measurement: simple dashboards or exported reports that show impressions, saves, CTR to our landing page, and, most important, how many leads actually hit the CRM each week. I’m open to experiments—story polls, giveaways, or even influencer partnerships later—but the immediate focus is high-intent traffic driven by compelling promotional content. If you’ve previously scaled an account from awareness to acquisition and can commit roughly 10–15 hours a...
...Server) to Deltek Vantagepoint (cloud-based). The company is located in Tigard, Oregon but everyone involved is fully comfortable with someone working remotely using OpenConnect VPN. I am a friend to the company (not an employee) who is helping them find someone to complete this project. The upgrade and migration portions of this project can happen in any order. They have Flex licensing with 5 CRM licenses and 5 Resource Planning licenses. They have some secondary training/education needs because there is no longer significant application expertise among their staff. For example, they need to know how the security is configured in their current security roles and they need to know details on how to create new security roles. They need to know about differences between Visi...
...fluent English calls and emails to keep jobs moving. You’ll speak directly with homeowners, subcontractors, suppliers, and council officers, log each touchpoint in our CRM, then flag any issues in the project management board so the site team always has up-to-date information. Toolset We live in email and phone systems, track relationships in CRM software, and organise tasks in project management platforms such as Trello, Asana, or Buildertrend. If you have used any comparable tools, you’ll be up to speed in no time. Success for me looks like: • All contracts, reports, and invoices dispatched on or before their due date • CRM notes clear enough that anyone can pick up the next call with full context • Project boards reflecting re...
...outgrown the hours I can personally dedicate to it, so I need dependable help across three areas: 1. Administrative backbone • Email management – triage, flag, draft replies and keep my inbox at “inbox-zero” by day’s end. • Scheduling & calendar – coordinate internal and client meetings, send reminders, and resolve clashes without prompting. • Data entry – update spreadsheets and our CRM accurately, maintaining tidy, searchable records. 2. Social presence Facebook and Instagram both need consistent posting, comment moderation, basic graphic upload, and weekly performance snapshots. I already have a content calendar; execution, light copy tweaks, and community engagement are what’s missing. 3. Cust...
...businesses and individual consumers, introduce our SaaS products, qualify interest, and pass warm leads back to the engineers for demo scheduling. Because this is a brand-new function for us, I’ll rely on you to refine the call script with me, track each interaction in our CRM, and share feedback that helps us tighten the pitch. There’s no hard deadline; I’m more interested in building a sustainable, long-term rhythm than rushing results. Deliverables I expect per week: • Updated call log exported from the CRM • Brief summary of objections heard and suggested improvements • List of qualified leads with contact details and conversation notes If you are comfortable driving the entire cold-calling process—from greeting ...
I need my GoHighLevel account configured so it runs hands-free marketing while giving me a clear view of every lead. The priority is marketing automation, especially through SMS and social media campaigns. Here’s what I want in place: • Robust contact management that keeps prospects and customers organised without manual data entry. • A sales pipeline that tracks each deal from first touch to closed-won, complete with stage-based automation. • Campaign workflows that automatically send the right SMS at the right moment and post to my connected social channels on schedule. You’re free to suggest proven templates or best-practice sequences, but everything must live inside GoHighLevel so I can manage it from one dashboard. I’ll give you branding as...
... Here’s what I’m looking for: • A concise campaign strategy outlining audience segments, value propositions, and timing. • A sequence of persuasive, conversion-oriented email templates (welcome, follow-up, cart-abandonment, and re-engagement). • Subject-line and content variations for A/B testing, with clear hypotheses. • Recommendations on list hygiene, deliverability best practices, and CRM or ESP setup (e.g., Mailchimp, Klaviyo, HubSpot—whichever you prefer). • A simple performance-tracking framework so I can monitor open rates, click-throughs, and revenue attribution once the campaign is live. Keep the copy on-brand, punchy, and sales-driven without sounding spammy. I’ll provide current brand guidelines, product detail...
I need a clean, verified databas...medium-sized company operating in and around Albany, NY(50 miles radius zip 12065) that falls into the Retail, Healthcare, Technology sectors. For each company I’m after three key pieces of information: a working email address, a direct phone number, and the primary contact’s name. To keep things simple on my end, please deliver the finished data as a single CSV or Excel file ready for import into a CRM. I’ll spot-check for accuracy, so only include records you’re confident in and eliminate any duplicates. If you use automated scraping tools, be sure to supplement them with manual verification so bounced emails and dead phone lines are kept to a minimum. Turnaround time is flexible for quality, but let me know your realis...
I’m rolling out a new MDM campaign aimed squarely at B2B decision-makers and need someone who already knows how to keep a qualified-lead pi...the primary outreach channel • A track record of translating conversations into booked meetings, not just collected contacts • Solid communication skills, reliability, and a target-driven mindset Day-to-day you’ll research and identify prospects, reach out by phone, probe for fit, and schedule meetings directly into my calendar. I’ll share detailed ICP criteria, call scripts, and access to our CRM once we start. Performance metrics will focus on number of qualified conversations and meetings secured. If you thrive on hitting numbers and can quickly demonstrate forward momentum, let’s talk and see if there&...
We are looking for an experienced developer or small development team to build a custom operating system and CRM for a real estate/property management business. The platform will support: - Short-term rentals - Long-term rentals - Property sales - Property management - Owners and clients - Guests and tenants - Vendors and cleaners - Maintenance - Leads and sales - Property onboarding - Client/vendor/team onboarding - Documents and contracts - Tasks, workflows, reporting, and dashboards We are open to using existing platforms, frameworks, APIs, and third-party tools where appropriate, but the final system should be customized around our operations. Key integrations may include: - Hostaway - PriceLabs - Airbnb / VRBO - Gmail / Google Drive / Google Calendar - Slack - Dialpad - Qui...
...captures our customers’ interactions, purchases, and demographics, and I need a clear, well-documented analysis that turns those raw numbers into actionable insights. Your task is to explore the customer data, surface the key patterns, and explain what they mean for marketing, retention, and product decisions. The scope includes: • Cleaning and preparing the raw files (likely CSV exports from our CRM) • Running descriptive and exploratory analyses to uncover trends, anomalies, and correlations • Producing a concise written summary that highlights the most impactful findings and recommended next steps • Creating intuitive visualizations—feel free to suggest the best format, whether that ends up being charts, a compact dashboard, or anothe...
...Angular, Node.js, and PHP. Custom Business Software: CRM, ERP, LMS, SaaS platforms, and admin dashboards. E-commerce Solutions: Shopify stores and custom e-commerce platforms. AI-Powered Applications: AI integrations, intelligent applications, chatbots, and workflow automation. Cloud & DevOps Services: AWS infrastructure, deployment, hosting, server management, CI/CD, and cost optimization. Website Development & Revamps: Business websites, WordPress, CMS, and responsive web design. API Development & Integrations: REST APIs, third-party integrations, payment gateways, and business system integrations. Maintenance & Technical Support: Bug fixes, performance optimization, upgrades, and ongoing application support. Automation Solutions: n8n workflows, CRM autom...
Need a part time 25 hours per week - Virtual Real Estate Assistant who will do cold calling and manage my CRM. The budget for the position is CAD 400 per month plus commission on top of the base rate for qualified clients and conversions
...delivering basic lead-management functions, but the current codebase needs to be reinforced so it can handle higher traffic, stricter security standards, and faster feature roll-outs. I want an experienced developer to dive into the existing repository, identify weak spots, refactor for stability, and leave the platform in a state where new functionality—such as lead-scoring logic, email automation, or CRM hooks—can be layered on with confidence. Here is what success looks like for me: • A concise technical audit that spells out pain points in architecture, security, and performance. • Refactored, well-documented code pushed to the main branch with unit and integration tests covering critical paths. • A deployment guide that allows my team to recr...
...development services. I provide the leads, and you handle the calling, follow-ups, and closing. Your responsibilities Cold call the prospects/leads I provide Manage all leads and track the full workflow inside a CRM (you must keep it updated) Call upcoming clients and follow up at the scheduled meeting times Handle objections, build rapport, and move prospects toward a meeting or sale Close leads and convert them into paying clients Requirements Proven experience in cold calling / outbound sales Strong spoken English and a confident, persuasive communication style Experience working with a CRM Reliable, disciplined, and able to work independently Prior experience selling services (web/IT/digital marketing) is a plus Compensation 10% commission on every deal you close $1,00...