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    2,000 migration crm vers jobs found, pricing in GBP

    ...background in graphic design. The primary goal of this project is to enhance the document management capabilities of our SharePoint system. Key Requirements: - Extensive experience working with SharePoint - Proven background in graphic design - Ability to understand and implement specific design requirements Ideal Skills: - Proficiency in SharePoint customization - Strong command of SharePoint migration best practices - Capability to develop and deliver SharePoint training sessions Your role will involve: - Customizing our SharePoint system to improve document management - Using your graphic design skills to create visually appealing, user-friendly interfaces - Implementing specific design requirements to meet our project goals Your success in this project will be determine...

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    I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

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    I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

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    I'm looking for a skilled professional who can help us migrate our existing static website to a new CMS platform, such as Squarespace, or Wix. Key Requirements: - The existing website was built using Adobe Muse. Experience with creating website backups and transitioning static sites to CMS is needed...have: - Easy content update capabilities - Customisable templates - SEO tools to optimise our site for search engines The current website has 20 pages, so experience with handling medium-sized websites is essential. Additionally, familiarity with the aforementioned CMS platforms is preferred. A portfolio showcasing similar migration projects would be highly appreciated. Please bid with your proposed platform and a rough timeline of how long you expect the migration...

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    I have a business website that I need migrated to a new hosting service. Key Requirements: - The site is a business website with multiple pages - The site is not built on a CMS or framework, so web dev knowledge is a must Ideal Skills and Experience: - Proficiency in web development - Experience with website migration - Strong understanding of hosting servers and configuration - Ability to troubleshoot and solve problems as they arise. Backup already done

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    ...custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it ...

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    ...for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and cur...

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    I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sales pro...

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    I'm in need of a diligent data entry specialist for my remote position. - Your main responsibility will be to input and maintain data in our custom CRM or database software. The average workload will consist of 100 to 500 entries per day. The job is part-time, offering flexible hours and the convenience of working from home. Ideal candidates should have: - Excellent typing skills - Strong attention to detail - Proficiency in data entry software, particularly in a CRM or database context - Good time-management skills Your expertise in data entry will help us keep our records up to date and running smoothly. Your dedication and precision are key to ensuring we maintain high data quality standards.

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    I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this proj...Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is...

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    ...trustworthy online worker. I helped many startups, entrepreneurs, and business owners achieve their business goals in the past. I am an excellent communicator with sublime linguistic skills, and attention to detail is my key skill. Ill follow your instruction for the letter and get back to you with fantastic results. Here are the services I offer: Data Entry Data Mining Excel Data Entry CRM Data Entry Data Scraping Copy Paste Work Data Conversion Shopify Product Listing WordPress Data Entry PDF to Excel or Word JPEG to Excel or Word Typing in Excel or Word E-commerce Products Listing Web Research and Web Scraping Please read the reviews from my previous clients where they speak about my professionalism, quality, and work ethic - Im confident you will find me...

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    ...enhance the site's lead generation capabilities for our boat rentals while showcasing our fleet with prices. Key Elements: - **Website Redesign**: The current website requires a modern, user-friendly and responsive design update. This will involve revamping the visual presentation, layout, and overall user experience. - **CMS Migration**: The site needs to be moved from its current setup to the WordPress CMS. Proficiency in WordPress and experience with data migration is crucial. - **Photo Gallery Integration**: Each boat listing should have a photo gallery with multiple images to give users a comprehensive view of our fleet. This will likely involve integrating a gallery plugin. - **Booking System Integration**: We already have an in-house developed booking sy...

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    I am seeking a detail-oriented professional to assist with migrating text content from document files to a new system. Key Requirements: - Copying and pasting text from document files to the designated platform - Ensuring every piece of content is accurately transferred Ideal Skills: - Proficiency in data entry and content migration - High attention to detail to prevent errors - Experience with handling sensitive information securely

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    ...- Train the AI models for optimal performance in handling calls, scheduling appointments, processing payments, and writing personalized emails. - Test and troubleshoot any technical issues to ensure smooth operation. - Provide ongoing support and guidance to clients on using our AI solutions effectively. Bonus Points: - Experience with machine learning (ML) concepts - Familiarity with specific CRM or appointment scheduling software - A background in customer service or sales Long-Term Partnership: - As well as out current clients, we're committed to building strong relationships with our partners. This is a fantastic opportunity for a long-term partnership with potential for growth within our company. Virtual Call: - All applicants must be prepared to participate in a vir...

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    I am seeking a skilled developer to customize our existing Worksuite CRM and develop a companion mobile app for both IOS and Android. Key Customization Features: - User Interface Redesign: The interface needs a fresh look. This includes a color scheme update, font style change, and layout modification. Please provide examples of similar projects you have completed and detail your experience with Worksuite and mobile app development.

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    I'm in need of a competent WordPress developer with experience in migrating CMS systems, ideally from Infoglue to Wordpress. The main reason for this transition is to leverage WordPress's vast collection of plugins and themes, as well as to enhance the site's SEO, social media integration, and security. Key requirements include: - A successful history of migrating CMS systems, ideally from Infoglue to WordPress - Strong understanding of WordPress plugins and themes - Proven experience with SEO optimization, social media integration, and security enhancement plugins - Ability to maintain or enhance the current design - A focus on user experience and content management If you're confident in your ability to handle this project in a timely and professional manner, please...

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    I am in immediate need of a web technician specialist proficient in WordPress and Elementor. The task at hand involves duplicati...migrating it to a new hosting provider that offers better reliability. Key Tasks: - Copy and duplicate an existing website in Spanish. - Migrate the duplicated website to a new hosting provider. - Ensure no content or design changes during the migration process. Ideal Skills and Experience: - Advanced proficiency in WordPress and Elementor. - A proven track record in website migration tasks. - Strong familiarity with hosting providers and their setups. - Excellent attention to detail to ensure that no design or content changes occur during the migration. - The ability to work quickly and efficiently, as the task is urgent and needs to be ...

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    Hi, As discussed i have understood the requirement for powerap...with sharepoint list as backend database. The mutiple roles will be implemented using sharepoint group our master sharepoint list have all approvers level/department wise. Cost : 7000 Rs My Profile: -- 13+ years of experience with with different SP versions -SP Online/2019/2016/2013/2010 -- 3+ years of experience with power platform Power automate, PowerApps. -- worked for Sharepoint migration from on-premise to online using sharegate and microsoft tool. -- worked with power automate desktop for scraping data and excel automation. -- Worked with Nintex Forms and flows -- Experience with SPFx, ReactJS, JavaScript, jQuery, Typescript, REST Apis, Webhooks etc. Looking forward for your response. Regards, Chan...

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    This pr...and registration - Push notifications - In-app messaging - Instant task and task status updates - Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency in developing across both iOS and Android platforms is critical. Experience with user notification systems, in-app messaging, and financial reporting functionality is ...

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    I'm looking for a Salesforce CPQ Developer to assist with a variety of functionalities. Experience in Development, Visualforce Pages, Lightning Web Components, and Administration Strong understanding of CRM processes and functionality Experience with customization and enhancements Knowledge of Salesforce CPQ and CPQ configuration Experience with Salesforce integration and data migration Strong analytical and problem-solving skills Excellent written and verbal communication skills certifications are a plus Bachelor's degree in Computer Science, Information Technology, or related field Are you enthusiastic to accept new challenges and delivering a high performance , scalable solutions in Salesforce CPQ and meet below

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    I’m currently seeking an experienced developer for the creation of a CRM Application based on WordPress and PHP. This comprehensive CRM system will focus mainly on the following aspects: - Contact Management: Easy setup for adding new contacts, updating existing contacts, and generally ensuring robust record-keeping for clients. - Sales Pipeline Tracking: This feature will aid in tracking the progress of deals, identifying slow points, and pushing for efficient sales funnel management. - Customer Support Ticketing: A well-organized dashboard for support tickets, helping in prompt and effective resolution of customer issues. While the main features are outlined, I’m open to discussing additional functionalities that might enhance the system’s effectiveness....

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    I need someone to migrate all my product data from Magento to Woocommerce, including customer data and passwords. The new Woocommerce site should have a fresh, new design and not replicate the current Magento site. It would be great if you have experience with both Magento and Woocommerce. Key responsibilities include: - Transferring all product data f...replicate the current Magento site. It would be great if you have experience with both Magento and Woocommerce. Key responsibilities include: - Transferring all product data from Magento to Woocommerce - Migrating customer data, including passwords - Designing a new look for the Woocommerce site Skills and experience required: - Proficiency in Magento and Woocommerce - Experience with data migration - Design skills to create ...

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    I'm currently using EPiServer for my website and I'm looking to migrate to a new CMS, preferably WordPress or Drupal. I've chosen these platforms as they're open-source, which means I can easily customize and maintain my website without any licensing cost. Key Requirements: - I need a CMS that has an easy-to-use interface; a platform that doesn't require extensive coding knowledge would be ideal. - It's important that the new CMS has a large developer community, as this ensures longevity and support for the platform. - An extensive plugin library is a big plus as it allows me to easily add additional functionality to my website without having to build it from scratch. - Just need a 100% clone of the website, which includes design, content and metadata. Skil...

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    I urgently require an experienced...expert to perform an upgrade of our large (more than 10GB) Gitlab installation from version 7.9 to the latest version. Key Requirements: - Ensure successful migration with no data loss. - Anticipate any potential issues that might arise due to the jump in versions, and propose mitigations - Test and ensure existing functionality continues to work after the upgrade Ideal Freelancer: - Will have extensive experience with Gitlab, specifically with version upgrades - Should hold good problem-solving abilities and foresight to handle unexpected issues - Have handled large-scale projects with sizable repositories and ensured smooth migration Please provide examples of similar migrations you've conducted in the past to prove your abilit...

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    As an experienced Dynamics AX to Dynamics 365 F&O Migration Specialist, I'm looking for a professional who can help us upgrade our current Dynamics AX system to Dynamics 365 Finance and Operations. The project involves: - Evaluating our current Dynamics AX system and preparing a comprehensive migration plan to Dynamics 365 F&O. - Executing the migration with minimal disruptions to our daily operations. - Ensuring all data, configurations, and customizations are successfully transferred to the new system. - Providing post-migration support and troubleshooting as required. The ideal candidate for this project should have: - Extensive experience with Dynamics AX and Dynamics 365 F&O migrations. - In-depth knowledge of the functionalities, data st...

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    ...extensive experience with the NinjaTrader platform software. This is a fully remote position with a flexible schedule, but the candidate must be available until 3 pm New York time. ????????????????: ✅Develop fully automated strategies, indicators, and innovative software solutions using the NinjaTrader platform ✅Oversee the implementation and migration to GitLab ✅Develop and maintain back-testable signal indicators and server-based setups ✅Lead software migration projects to other platforms like TradingView and TradeStation ✅Perform quality assurance on all products, including webapps (internal/external), indicators, and strategies ✅Test software reported as non-functional by clients or support, and document errors and issues for the team ✅Test new and existing software r...

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    ...serve as a centralized hub for tracking sales data, generating custom reports, and integrating with our existing CRM and PayRoll management software. The main features I need include real-time sales data updates during business hours, customizable executive reports, and seamless integration with our CRM system. We have an open API so that you can investigate what data is available. Key requirements: - Developing an API Salesboard tool with a user-friendly interface and robust functionalities. - Ensuring real-time updates on sales data during business hours in 20 minute intervals - Implementing a feature that allows for customizable reports. - Required integration with our CRM system. - Ability to manually enter some non-sales data or if possible, import from P...

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    ...and making offers. The more people you talk to and make offers to, the closer you get to a deal. We have the right systems and processes in place for you to be successful; all you have to do is follow them consistently. Success in this role requires action, persistence, and a daily commitment to showing up ready to work. Key Responsibilities: - Running SMS or voicemail campaigns to homeowners ( crm will do mass sms for you) -Qualifying interested leads and gathering necessary information and Speaking with homeowners to assess their interest in selling -Making offers on properties -Following up with leads to move them through the acquisition process - Continuing education in real estate (provided) -Meeting daily and weekly KPI targets Requirements: - Previous experience i...

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    I'm expanding my technology business and I need a dedicated...setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortable with the daily call volume and have the ...

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    I have a HR web app with an applicant tracking system (ATS) that I'd like to have moved. The app needs to be relocated to a new website/hosting service. Key Tasks: - Edit source code - Transfer my current HR web app and its features to a new hosting service. - Ensure that the applicant tracking system (ATS) remains fully functional post-migration. - Conduct thorough quality assurance checks to ensure that all features are working as expected. Required Skills: - Proficient in web application relocation. - Prior experience working with HR web apps and applicant tracking systems would be a plus.

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    I'm seeking a virtual assistant to handle less than 10 incoming leads per day for my lawn mowing business. Key Responsibilities: - Respond to leads through Email, Phone calls, and Social media. - Request photos and a description of the job from the leads. - Add lead information and pictures to our CRM system. Ideal Candidate: - Prior experience in customer service or lead handling. - Knowledge of CRM systems. - Excellent communication skills. - Attention to detail and organization. - Ability to work independently and efficiently. This is a crucial role in my business, so I'm looking for someone who is reliable and can maintain a consistent response time to these leads.

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    I need a professional to help me with the setup of my Google Ads account and integrate it seamlessly into my GHL platform. I'm looking to generate leads to grow my Sales Consultancy business and need someone with expertise in this area. Key requirements: - Setting ...will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales Consultancy. - GHL Integration Expertise: Proven experience in integrating Google Ads with GHL or other CRM platforms would be highly advantageous. Please provide details of your previous experience with similar projec...

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    ... implementing, and remedying complex technology solutions in one or more of the following “subject matter expert” areas: Cloud Technology: Provides project design + implementation tasks and high-level troubleshooting for public, private, and hybrid cloud infrastructure, including Azure, AWS, Microsoft365, with a strong focus on migrations. Exchange/Messaging: Provides design, implementation, migration, and high-level troubleshooting services for Microsoft Exchange and messaging systems, including Microsoft365. Windows Servers: Provides project design + implementation, and high-level troubleshooting for infrastructure, including Windows Server (2019, 2016, 2012 R2, 2012, 2008 R2, 2003) and virtualization environments on both Hyper-V and vSphere, in addition to Citrix ...

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    As a small organization, we are delving into Odoo and seek exp...operations. - Customization and Module Development: Adapting Odoo to fit our unique business requirements. Not just basics, we need significant customization, especially within modules tailored for CRM, Accounting & Finance, Point of Sale, and Inventory. - Training and Documentation: Our team is fairly new to this, hence we count on your descriptive training sessions and comprehensive documentation to bolster our in-house competencies. Your affinity with small-sized teams and hands-on experience in extensive Odoo development and customization will make you the perfect addition. Familiarity with CRM, Accounting & Finance, Point of Sale, and Inventory modules is a must. Join us to make our Odoo journey ha...

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    ...1.6 site to version 8.1. Key Requirements: - Keep the same design/theme after the migration. - No custom modules or plugins, just the standard PrestaShop features. - The migration should be smooth and without any loss of data or functionality. Ideal Skills: - Proficiency in PrestaShop and experience with version upgrades. - Strong understanding of eCommerce platforms and online store management. - Attention to detail to ensure a seamless migration process. I am not looking to add any new features or change the design of the site at this stage. On the contrary, the new PrestaShop site will be set in Catalog Mode, hence no need to configure any payment methods. The primary goal is a successful migration to the latest PrestaShop version with no disruption t...

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    I am looking for a skilled professional who can help me migrate my existing WordPress website to Kajabi. The following details are crucial: - The current website is on WordPress, and I need it to be fully replicated on Kajabi. Total of 5 website pages and 5 product pages. - There are some e-commerce functionalities that are currently implemented on my WordPress site that I need to be successfully transferred to Kajabi. This includes enabling me to sell 5 products. The ideal candidate for this job will have: - In-depth experience with both WordPress and Kajabi - A strong understanding of e-commerce functionality and payment gateways - Ability to ensure a smooth transition with no downtime - Capability to deliver a seamless user experience on the new platform This is a time-sensitive pr...

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    1and1 did it to me again. A maintanance migration on their end lead to my websites (About 5 Wordpress and 2 php script sites) going down. I get some database errors and then on a few, I get dns errors. I feel like it might me the cache and cdn's just catching up with it. Key Issues: Seeing these errors on diff sites Error Message: "Error establishing a database connection" Error Message: "DNS_PROBE_FINISHED_NXDOMAIN" Plesk Access Issues: Inability to log in to the Plesk control panel Observations: Timing of Errors: The server was operational until 12:08 PM- (that was my last email received) server migration completed at 7:39 AM. - so thats a few hours after migration the server was working fine. Current Server State: The server is accessib...

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    Sales Appointment Setter 2 days left
    VERIFIED

    I'm looking for a dedicated appointment setter to help me with setting sales appointments over the phone. Key Responsibilities: - Making outbound Cold Calls to potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal...potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal Skills: - Strong communication and interpersonal skills. - Previous experience in outbound calling, preferably in a sales setting. - Ability to gather and record detailed information accurately. - Familiarity with CRM software or appointment scheduling t...

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    ...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales p...

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    I specifically require an AWS expert to handle a data migration task for me. The data in question originates from another cloud provider and needs to be securely transferred into my AWS S3 storage.

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    I am seeking a developer to create an online database/sales tracking/CRM system from an existing Access database Key Features: - online access. - mirror the look and ease of use of existing access database. - import existing data in new database

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    I have an existing website that requires an overhaul. I'm looking to change the domain name and revamp the design and functionality of the site. Key Requirement...website a modern and professional look. - Enhance the functionality: I want to add a contact form like with earlier site for users to reach out easily and perhaps add social media sharing buttons to improve the site's visibility and user engagement. The ideal freelancer for this project: - Should have experience in website development with a keen eye for design - Familiarity with domain name migration - Proficient in implementing contact forms and integrating social media sharing buttons If you are confident in your ability to deliver a revamped, user-friendly website with the stated features, I look forward ...

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    For our organization's continued growth, we are moving towards streamlining operations, enhancing customer service, an...systems. This step is important in achieving our above goals. - Required Functionalities: The necessary functionalities needed from MS Dynamics Field Service include work order management, resource scheduling, and inventory management. - Current Systems: Our existing infrastructure includes a CRM and ERP system which will be part of the integration process. The ideal candidate for this task would be experienced in system integrations, particularly with MS Dynamics Field Service and familiar with CRM and ERP systems. The ability to work efficaciously to improve operational streamline, enhance the customer service experience, and augment resource effici...

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    I have a Wordpress plugin called Sales Agents B2B and I'm looking for a skilled Wordpress developer to make 4 small customizations to it. The customizations required are as follows: - Adding new function...Showing the assigned sales agent in the list view of users - Modifying existing features: - Ensuring sales agent visibility in the list view of users The ideal candidate should have experience in: - Expertise in Wordpress plugin development - Understanding of user roles and permissions - Proficiency in PHP and MySQL for plugin customization - Previous experience in CRM system integration would be a plus Please only apply if you have relevant experience and can deliver quality work within a reasonable timeframe. I'm looking forward to hearing from you.

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    I'm in need of an experienced Shopify developer to assist in the creation of a new e-commerce site, particularly focusing on a subscription-based model. The site will be a transfer from our current WordPress site, so the successful candidate will need expertise in site migration and ensuring all current content and features are accurately transferred and implemented. Key requirements for the project also include: - Shopping Cart Integration: Prior experience in developing and integrating shopping cart functionality on Shopify is a must. - Subscription Functionality: The site will cater primarily to young adult audiences and thus a seamless, intuitive subscription process is crucial. - Content Transfer: The existing WordPress content, including products, pages, and media, will ...

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    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...

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    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...

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    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.

    £670 (Avg Bid)
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    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...

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    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...

    £892 (Avg Bid)
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