We want to setup our Sales, service CRM on We also want to create an MIS to send to clients via
I would like to get a sales order from sage cloud50 into excel in a customised format. The end goal is getting the sales orders into monday.com. I can manage the import into via excel but the way sage exports to excel is not compatible at all and we waste hours adjusting it manually.
I have a finance and property business in Sydney which does loans Australia wide for individual and businesses and I need an organised administrator/secretary to be able to complete loan applications, loan submissions and follow up clients for documents to support their loan applications. Someone who has processed loans in Australia would be preferred. Good English language is essential. Booking abilities with Xero is desirable. Also some social media marketing and possibly web design would be helpful. Someone from Asia is preferable for Timezone compatibility- Philippines, Malaysia, Indonesia.