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    2,000 crm workflow jobs found, pricing in GBP

    I need a skilled ERPnext developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating systems smoothly and efficiently. - Urgency: Able to work quickly...

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    ...custom database website that primarily serves as a customer relationship management (CRM) tool. In addition to the standard CRM functionalities, I'm looking for the following: - Expertise in complex Java and YAML scripting - Ability to create custom database scripts - Proficiency in API integration for seamless data transfer and communication - Prior experience in designing and implementing CRM front-end and back-end relations The most crucial aspect of this project for me is the user interface design and experience. I want a website that not only functions efficiently, but also looks and feels intuitive for users. I'm looking for someone who: - Is an advanced-level developer - Has a strong background in CRM development - Can demonstrate a port...

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    I'm on the lookout for an expert who is incredibly adept and experienced in Microsoft SharePoint and particularly MS Viva suites. The need is to improvise and en...be required to include and set up some essential collaborative tools like document sharing, team calendars, and discussion boards to ease out internal communication and coordination. Moreover, a fundamental task would be to automate workflows to increase operational efficiency. The ideal candidate would be someone equipped with a scrupulous understanding of MS SharePoint, a knack to understand workflow design, automation, and proficient in using tools for document sharing, handling team calendars, and discussion boards. Your task would be to streamline all these operations to create an efficient and collaborative wo...

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    ...system stability. o Test the application across different browsers and devices to ensure compatibility. o Also need a mobile application for iOS and android 6. Deployment o Deploy the dashboard on a web server. o Ensure secure access and backup mechanisms. 7. Maintenance and Support o Provide documentation and training for users. o Offer ongoing support and updates as needed. Example Workflow 1. User Login: Secure login for accessing the dashboard. 2. Dashboard Home: Overview of key metrics and quick links to detailed reports. 3. Sales Reports: o Select date range (daily, monthly, annual). o View graphical representation of sales data. o Export reports to PDF or Excel. 4. Collection Reports: o Select date range (daily, monthly, annual). o View graphical repr...

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    I'm looking for an expert in 123FormBuilder to assist with the maintenance and upkeep of our complex travel request form. This form is integral to our business processes, and as such, we need someone who can manage and update it efficiently and effectively. Key Responsibilities: - **Approval Workflow Expertise**: We require a professional who is adept at setting up and managing multi-step approval workflows, with up to 3 levels. The ability to understand and implement these workflows will be crucial to the success of the project. - **Form Field Management**: Our form is dynamic and may need adjusting from time to time. The ideal candidate should be able to easily add or remove form fields as needed, without compromising the overall structure and functionality of the form. - ...

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    ...symbols and labels are consistent. - Add insulation specs and piping labels as necessary. You might see notes like "2" CS" or "1/4" SS". You need to create proper piping specs and labels. CS, SS, and PVC are piping materials. - We do NOT expect you to simply copy the exact symbols and layout of the PFD. We expect you to interpret the PFD and put everything in proper format and style for P&IDs. Workflow: 1. Use HYSYS simulation software to verify the specifications of the pipes (double jackets) and pumps provided. 2. Upload the P&ID in DWG format as it is completed, not at the last minute. 3. We expect the P&ID and HYSYS simulation results to be completed within 5 days. 4. We will review and mark up the drawing and return it to you for re...

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    I need a professional to set up an automated workflow system using Zapier for my WordPress site. The system should: - Allow me to easily upload PDF documents for conversion - Automatically create AI optimized SEO article based on the document text - Categorize the extracted content into predefined sections - Generate a structured post on my WordPress site based on the categorized content. Ideal Skills: - Proficient in Zapier and WordPress - Experience in creating automated workflows - Knowledgeable in data extraction and categorization techniques

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    I need an experienced Excel programmer to automate repetitive tasks and create custom VBA macros for my project. This assignment requires basic level tasks, so extensive experience in complex macros isn't necessary. Here is what I expect: - Automation of several repetitive tasks to streamline workflow and increase productivity - Creation of custom VBA macros from scratch Ideal Candidate: - Extensive experience with Excel automation and VBA macros - Ability to comprehend and successfully complete basic level assignments - High attention to detail and accuracy Please include your Excel automation and VBA macros experiences in your application. I look forward to working with you on this project.

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    I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehen...in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.

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    WHATSAPP CHATBOT 6 days left
    VERIFIED

    Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.

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    ...strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strategy development, planning, and execution. - A strong background in sales team management. - Proficiency in CRM software, spreadsheets, and project management tools. - Excellent research and analytical skills. Please share your relevant experience and how you would approach this project. ---------------------...

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    I already hired one person for this position but work is increasing so I am looking for a second one. A plus if you can do video editing or graphic design. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: Social media Content editing or creating CRM management Email marketing Writing an ebook 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 over. Attention to detail. Common sense. This job will part-time as a test peri...

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    I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integrations and setups will be an added advantage.

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    I'm in need of a professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our onboarding process - Improve our lead generation process Key Tasks: - Develop and implement a strategy for CRM integration between HubSpot and Sheets - Optimise the use of HubSpot features with Sheets integration The ideal person for this task should have proven experience with HubSpot, excellent understanding of CRM systems, and an ability to streamline processes for optimal efficiency. Capability to troubleshoot and resolve any issues that may arise during the transition period is crucial.

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    I'm looking for a skilled developer who can create an Outlook extension with integrations to vTiger CRM. The main features the extension should have include: - CRM Integration: The extension should seamlessly integrate with vTiger CRM for maximum efficiency - Contact Synchronization: It should be able to synchronize contacts between Outlook and vTiger CRM - Lead Generation: The extension should support lead generation functionalities with vTiger CRM - Email Tracking: Ability to track emails in Outlook that are related to data in vTiger CRM The ideal candidate for this project should have: - Experience in developing Outlook extensions - Proficiency with vTiger CRM - Strong background in CRM integrations - Excellent understandin...

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    Appimage Createion 6 days left
    VERIFIED

    We want to distribute our OpenGL-Based media server software via Linux. Appimage looks like a usable way to deploy on multiple distributions. We target solely x64 architectures. The software uses OpenGL, video capture, audio output and input and connects to IO devices via USB. We already have a working .deb workflow and it would be great if you could create an appimage workflow for us that we can introduce into our deployment.

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    ...Washrooms: Simple and elegant renovation for existing washrooms. Two washrooms allotted for customers and staff, each with interior partitions for privacy. 4. Recommendations: Emphasize cleanliness and organization throughout the salon. Incorporate ample natural light where possible. Utilize high-quality materials and finishes for durability and aesthetics. Ensure the layout promotes smooth workflow and customer comfort. By incorporating these elements into the salon design, we aim to create a welcoming and luxurious environment that meets the needs of both customers and staff....

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    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 - 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 Prior to responding please take a look at the HireHop API documentation here:

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    ...specific page. The collected data should be simultaneously sent to GoHighLevel (GHL) CRM for automated text and phone call follow-ups, as well as to an Excel sheet for manual review and further action. Key requirements: - Pixel Integration: Develop and implement a pixel solution that captures lead data. - Real-Time Collection: Ensure the system collects data instantly when a lead lands on the specified page. - GoHighLevel (GHL) Integration: Connect the system to GHL for automated text and phone call follow-ups. - Excel Integration: Enable the system to send collected lead data to an Excel sheet via email. Ideal skills and experience: - Proficiency in WordPress and pixel integration. - Experience with CRM systems, particularly GoHighLevel (GHL). - Knowledge of data handli...

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    ...Implementing user story management, sprint planning, task tracking, burndown charts, release management, and Kanban boards for SCRUM, Project Management, and KANBAN projects. - Ensuring that each project is tailored to the specific needs and workflows of my team. - Enhancing our project planning and tracking processes. I'm looking for a professional who can ensure that the integration of JIRA into our workflow is seamless, efficient, and user-friendly. The ultimate goal of this project is to improve our team's overall productivity and efficiency through enhanced project visibility, transparency, and collaboration. I appreciate candidates with solid experience in JIRA project configuration and a strong understanding of SCRUM, Project Management, and KANBAN methodologi...

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    I am seeking an experienced Unifier consultant to streamline our project management system and provide strategic guidance on process optimization. Key Tasks: - Conduct a thorough process review and analysis to identify inefficiencies and areas for improvement. - Implement workflow optimization strategies that enhance project efficiency and reduce time-to-completion. - Integrate multiple systems to ensure seamless data flow and accurate project tracking. Challenges: - Inefficient communication between teams: The current system hampers cross-functional collaboration and slows down project progress. - Manual data entry and duplication: We're struggling with data accuracy issues due to manual entry and duplication. - Lack of automation: The absence of automation is a bottleneck...

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    ...Gym's Name - Gym's Website Ideal candidates for this job are experienced data miners and researchers. Having a good understanding of the Fitness industry would be beneficial. Strong attention to detail is paramount, ensuring accuracy in data collection and entry. Additionally, demonstrating respect for privacy laws and guidelines, including GDPR, is essential. Experience with spreadsheets and CRM systems would be advantageous. Gyms must be privately owned only, non franchise. Offer Personal Training. Boutique Exclude: Category - Fitness Equipment Category - Community Health Centres & Services Category - Community Health Centres Category - Fitness Instructor Courses Mentions of - Gov Mentions of - Council Mentions of - Leisure Centre Mentions of - Aquatic Centre...

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    ...integrate a Dental CRM software and Voiceflow. Here's what I need: - Integration with Dental CRM: I want the patient data in the CRM to be synchronized with the chatbot we're building. - Integration with Voiceflow (chatbot builder): This part is slightly more complex. I need an integration that allows for booking and managing appointments, authorisation, as well as the ability to retrieve or create patient profiles. The goal is to build a chatbot that visitors to the website can interact with to book, reschedule, or cancel appointments. Automated messages to confirm changes will also be needed either through SMS or email. Ideal candidates will have experience in API integration, especially with CRM and chatbot builders like Voiceflow or Botpre...

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    I'm in need of a Power Automate expert who can create a workflow system for me. This project involves getting tasks from rows in Excel and mapping them to individual tasks on a Planner board. Ideally, each row in Excel would correspond to a separate task on the Planner board. Skills & Experience: - Mastery in Power Automate - Solid experience with workflow creation - Strong knowledge in data management - Familiarity with Excel and Planner integration - Ability to deliver tasks promptly and accurately Your job is to ensure a seamless process of data management, with all tasks neatly organized and displayed on the Planner board. With your help, task automation will come to life, enhancing my productivity level.

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    I'm in need of a professional who can create a CRM system that's specifically aimed at automating our sales process. Furthermore, this system should be integrated with various marketing management features as detailed below. To ensure seamless operations, the CRM system should be able to integrate with a third-party app via API. Key responsibilities include: - Building a CRM system that focuses primarily on sales process automation - Ensuring the CRM system is well integrated with Email marketing, Social media campaign management, and SMS marketing - Seamless integration with a third-party app through an API Ideal skills and experience: - Proficient in CRM development, with a particular focus on automation - Strong background in Email market...

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    As part of an ongoing cold email outreach projet, I am looking to effectively move information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead sta...information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead statut to Airtable There is around 3K leads. Ideal freelancers will possess a solid understanding of cold outreach, sales funnel and ...

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    Please read all the photos before deciding whether to do it or not...personal e-commerce website. The main focus of this project is to enhance the user experience and streamline workflow by enabling: - Automatic synchronization of background variant products to tabpress and size guides. - Dynamic change of product attributes such as SKU, weight, length, width, and height based on selected variants on the product page. - Customization of product selection and display. The ideal candidate for this project should have: - Proficiency in WordPress development and plugin creation. - Experience with e-commerce and product management. - Ability to implement automatic synchronization of product variants. - Skilled in enhancing user experience and streamlining workflow. - Strong comm...

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    I'm in need of a skilled developer who can integrate Stripe payment into our current CRM system, which has an open API. The main function of the integration will be to track payments. Key Responsibilities: - Integrate Stripe payment system into our CRM - Ensure seamless payment tracking functionality - Testing the integration to ensure it's functioning correctly - Provide documentation on how to use the integration Ideal Skills and Experience: - Proficient in using Stripe APIs - Experienced in integrating payment systems into existing systems - Familiar with CRM systems and how they interact with external APIs - Strong problem-solving skills and attention to detail If you possess these skills and have prior experience in similar projects, I'd love to ...

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    We are seeking an experienced Shopify developer to create a custom tracking system for our Shopify store. This system will manage and update the status of our workflow and must be capable of sending notifications via email or text. Additionally, we are looking to integrate this system with Klaviyo for enhanced notification capabilities. Key Features Needed: Status Tracking: Ability to update and track the following statuses: Checked in in Queue Work In-Progress Waiting on Customer Waiting for Parts Complete Ready for Pick-up Notifications: Send automated notifications via email or text. Potential integration with Klaviyo for advanced notification options. Requirements: Proven experience in developing Shopify applications or integrations. Strong understanding of Shopify's A...

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    I am looking to automate certain repetitive tasks that are currently performed in Excel using Power Automate. - Main Objective: The chief goal of this project is to automate data comparison tasks. This will greatly improve productivity and minimize errors that may come with manual comparison. - Ideal Experience: The ideal freelancer for this task should have extensive exper...Experience: The ideal freelancer for this task should have extensive experience in Excel and Power Automate and should have successfully completed similar jobs in the past. A strong understanding of data comparison techniques and working with excel spreadsheets will be highly beneficial. - Skill Set: Key skills required include Excel, Power Automate, and a good understanding of data processing and workflow a...

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    As the client, I'm seeking to hire a Golang programmer, who is capable of creating a software tool - specifically a workflow automation tool. The proficient candidate should have expertise in: - Developing innovative features for software tools - Efficient debugging of existing Golang code - Enhancing software performance through optimization While I haven't specified explicit tasks, the successful freelancer should be skilled and experienced in these areas. Your role, should you choose to bid, is to help bring a Golang-driven workflow automation tool to life.

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    ... C. Payroll (Included MPF) D. Loan, E. Accrued expense. F. Amount due from/to G. Bank transaction. H. Fixed asset (with depreciation) 5. Prepare monthly financial statement (with the schedules Above) "Additional Scope" (I want you to do) 6. Using the accounting system "Odoo" for better recording process A. The Ideal scenario is keeping all the records at the Odoo. 7. Advise and enhance better workflow in accounting with our colleagues. 8. Translation from the Chinese to English from both. “Advance Scope” (I hope you to do) 9. Recording in manner of Managerial Accounting (costing schedule by projects) 10. Communication with clients or vendors regarding accounting matters 11. Assisting the external Auditor, tax representative, and valuation 12. Analy...

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    ...simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tracking and Reimbursement: Record transportation details (departure, arrival, quantity of commodities) for each shipment. Calculate reimbursement amounts based on sales and freight costs. Automated reconciliation ensures accurate financial records. Automated Reporting System: Generate real-time reports on: Freight expenses Commodity...

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    I am seeking a cutting-edge Geographic Information Systems (GIS) Specialist/Subject Matter Expert skilled in Arc GIS Pro and Online products and experience with workflow integrations and other Esri service offerings. Show off your advanced skills and experience in Arc GIS Online to provide a sophisticated mapping solution that can support real-time updates and customizable layers on these interactive maps that support workflows that update plotted objects visually. Key Responsibilities: - Generate interactive maps making use of appropriate data sources using Arc GIS Pro, Imagery Analyst Extension, Site Scene, Workflow Manager and other ESRI products to support the project outcome. - Conceptualize and establish raster layers while leveraging specific benefit-oriented...

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    Custom Video AI App for Web 5 days left
    VERIFIED

    I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenera...personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already o...

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    Get Bonzo CRM Integration 5 days left
    VERIFIED

    I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our project.

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    I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.

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    We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. Responsibilities: Collaborate with our CRM team to understand our current processes and requirements. Conduct thorough research and gather necessary information. Write detailed, step-by-step instructions and guidelines for various CRM processes. Ensure documentation is easy to understand and follow for both new and experienced users. Organize and structure the content logically for efficient reference. Maintain con...

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    I'm in need of a skilled developer who can create a chatbot SaaS platform. ...easily adaptable and integrable for both educational institutions and businesses. - AI-powered Chatbot: The chatbot should be equipped with AI capabilities to facilitate efficient and effective customer service. - Integration Capabilities: The chatbot should seamlessly integrate with CRM software for customer management and live chat support. Ideal Skills: - Proficiency in chatbot development, particularly SaaS platforms. - Expertise in AI and machine learning to deliver an AI-powered chatbot. - Experience with CRM software and live chat support integration. Your input will be crucial in creating an impactful solution for enhancing customer support. Please include your relevant experience and...

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    Company Overview: We specialize in providing innovative automation solutions for small businesses, including CRM, marketing automation, graphic design, and print solutions. Our goal is to streamline operations and drive growth with smart, reliable, and professional tools. Design Guidelines: Concept and Style: Modern and Professional: The logo should reflect a contemporary and professional look. Innovative and Smart: Emphasize the innovative and intelligent nature of our automation solutions. Fluidity and Flow: Incorporate elements that suggest smooth operations and efficiency. Color Palette: Primary colors: Consider using blues, greens, or grays to convey trust, innovation, and reliability. Accent colors: Orange or silver can be used as accent colors to add vibrancy and modernity...

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    Hi Faisal F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

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    ...robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneously. - Integrate a basic CRM to manage and search client information efficiently. - Ensure the system can support a minimum of 10 representatives. - Provide the capability to...

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    ...Required Skills and Experience: - Proficient in using modern video editing software, preferably Premier Pro (Adobe suite) - Excellent understanding of animations and dynamic effects - Previous experience of editing for e-learning platforms would be advantageous - Stringent attention to detail with the ability to meet tight deadlines. I currently edit my own YouTube videos so I am very aware of the workflow. This project needs someone who can go beyond mere cutting and stitching of footage. If you have the skills and creativity to make learning fun and engaging through your edits, I'd love to hear from you. All candidates that make it through the initial selection process will be asked to edit a short video (~5 min) based on footage I supply. This will be UNPAID but will...

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    I'm in need of a skilled WordPress plugin developer who can create a Wo...in need of a skilled WordPress plugin developer who can create a WordPress plugin for me. The plugin will be used to integrate Gravity Forms with our custom SaaS CRM. Key Requirements: - Integration of Gravity Forms with a custom SaaS CRM: The plugin should seamlessly connect the data collected from Gravity Forms to our custom CRM system - Urgent Timeline: I need this project done ASAP, so I'm looking for someone who can commit to this timeline Ideal Skills and Experience: - Proven experience in WordPress plugin development - Strong knowledge in integrating WordPress with external systems - Familiarity with Gravity Forms and CRM systems. It's beneficial if you have worked...

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    I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization and efficiency improvements -...

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    Currently, I'm using Fluent as my email service provider and need a professional to automate our newsletter and welcome emails. We're a small company with less than 1000 subscribers, looking to improve engagement. Desired Skills: • Fluent CRM proficiency • Email marketing expertise • Experience with automation of newsletters and welcome emails Responsibilities: • Setting up automation for newsletter and welcome emails • Training our team on how to maintain and update these automated systems Only serious freelancers with solid references are encouraged to bid. Please include evidence of similar projects undertaken in your proposal.

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    Develop WhasApp Bot 5 days left
    VERIFIED

    Develop an WhatsApp bot to sell to our clients, based in IA chat and voice like Twillo, with Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER CALLS DETECT FROM AND Customer or not. 3 Hello Mr (name of the client) , how are you? 4. Hello, we have verified that you are not yet our Client 5 . What do you intend. 6. Speak to Our Commercial Department: Technical department Another subjects. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.

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