Crm quote reportspráce

I need a skilled WordPress developer to help me integrate my WordPress instance with Casafari CRM (i have their api docs and also the authorization. This is an urgent requirement so please only apply if you're available to start immediately. Key tasks include: - Extracting lead details from a WordPress post - Ensuring all relevant data (such as name, email, etc.) are seamlessly integrated into Casafari CRM Ideal skills: - Proficiency in Wordpress development - Strong understanding of APIs and data integration - Ability to work efficiently under tight deadlines Please only apply if you're confident in your ability to deliver a high-quality integration within a short time frame.

Buenas tardes, Requerimos una persona que sepa administrar la plataforma Zoho (CRM) y que nos ayude adecuar procesos comerciales, ejecución y administrativos

I'm in need of a Virtual Assistant to assist with product research tasks. Your main responsibility will be to carry out in-depth market research on a variety of product categories. Key Responsibilities: - Conducting thorough market research on different types of products - Assisting in identifying trends and potential opportunities - Providing detailed reports on product analysis Ideal Candidate: - Proficient in product research, especially in the e-commerce industry - Strong analytical and critical thinking skills - Experience with various product categories, including electronics, beauty, personal care, and home appliances - Excellent communication and reporting skills - Ability to deliver high-quality work within deadlines If you're a detail-oriented and proactive in...

...keep track of my inventory levels, manage stock, and generate inventory reports. - **Sales Tracking:** One of the key functionalities I seek is the ability to log and track sales. This should include details like date of sale, item sold, quantity, and pricing. - **Customer Management:** The system should enable me to manage my customer base. This includes keeping records of customer orders, contact information, and any other useful data. - **Profit and Loss:** The application should provide insights into my business performance by calculating profits and losses based on inventory, sales, and other financial data. - **Accounts:** I expect it to have the capability to create, manage and generate various financial reports related to the transactions and accounts. Ideally, th...

I have a Word document that requires a few tasks to make it more professional and accessible. - **Photo Conversion**: The photos within the document need to be converted into both tables and text. This is to ensure the information is clear and easy to understand for the reader. There are a total of X photos that would need ...**Formatting**: The document should be formatted in a standard business format. This means that the layout, fonts, and styles should be consistent and professional throughout the document. I am looking for a freelancer who has: - Proficiency in Word and Excel - Translation experience, preferable with a business background - Strong attention to detail - Excellent communication skills Please provide a quote and an estimated time for completing this project. ...

I'm in need of an efficient, digital solution to streamline our insurance quoting processes as our current method is manual. Key Features: - Quote Comparison: An element that allows for easy comparison of different quotes for the customer's selected coverage. Access: I am open to ideas for the program's accessibility. It could be a web-based platform, a desktop application, or even an Excel program. The primary goal is to transition from manual quoting to a more efficient, digital process. Ideal Freelancer: - Experience: A strong background in insurance software development and a proven track record in creating similar programs. - Innovative: Capable of suggesting and implementing creative solutions for an optimal quoting experience. - Detail-Oriented: Attentive ...

...agency’s message template. I will then take over the conversation once someone is interested. - Email management- Staying on top of my inbox and keeping communication lines open. - Creating job postings- Tailoring these to specific roles and requirements is key. - Using Google Sheets and Docs- Not just using, but really knowing your way around these platforms. You'll need to manage data, create reports, and handle documentation. I need someone with an advanced skill level with Google Sheets and Docs. - Communicating with influencers- You'll be sending DMs to certain influencers on Instagram following our agency’s message template. - Balancing Schedule- Creating a manageable routine and ensure all tasks are completed timely. Experience with Notion and M...

I need an experienced appointment setter for my health and lifestyle fitness challenge and webinars. - Purpose: Your key role will be to schedule appointments - Quantity: I am aiming to set 21 to 30 appointments per week. I need someone who can handle this volume starting immediately (first webinar is Tue 4/16, Wed 4/17 and Thu 4/18) - Industry: Yo...and expected than simply sending them the Zoom link to enroll and hope they do. Lastly, 150 leads received emails inviting them to the webinar on 4/11/24. All leads are former attendees of various bridal shows throughout New Jersey and may or may not have been recently married so invite their spouse, their maid of honor, their mom to attend webinar and join the fitness challenge with them. HubSpot CRM experience preferred but not...

I'm looking to automate the data entry process for order confirmations into my CRM system. I need to ensure that data accuracy is improved through this automation. Key Requirements: - Automate the process of inputting order confirmation emails into my CRM system - Ensure that the data is accurately captured - The system should reduce the need for manual data entry This project is ideal for someone with experience in CRM automation, data entry automation, and a good understanding of order confirmation processes. Skills and Experience: - Proficiency in CRM systems - Experience in data entry automation - Good understanding of order confirmation processes

Please only bid if you have build a system like this. as I want to see the demo. I am in need of an adept professional to develop an advanced facilities management solution. The solution should cater to the following requirements: - Asset tracking: The system should focus on tracking inventory effectively. - Maintenance sc...should support the scheduling of recurring tasks, provide status updates, and prioritize tasks efficiently. - Reporting system: The tool should have reporting capabilities that support informed decision making and insights. The perfect candidate for this job will demonstrate significant experience in creating systems that track assets and schedule maintenance tasks, as well as producing detailed reports based on tracked data. Knowledge in inventory management ...

I need a freelancer with expertise in installing SuiteCRM v. 7.10.4 on a Linux operating system. The aim of this project is to ensure a sophisticated and smoothly running CRM solution at the earliest. Specifically, here's what I'm looking for: - Speed: The project should be completed ASAP. Please only bid if you're able to deliver within a short time frame. - Expertise: You should have past experience installing SuiteCRM, particularly on Linux. We will: Set up SQL database Provide database username and password. Provide cPanel access The project is to install SuiteCRM v. 7.10.4 No modifications or importing of data is needed Set up one Admin account – we will provide a username and password When your installation is complete we will (within one business day...

Small business seeking a skilled Zoho CRM professional/trainer to independently handle initial set up of 5+ CRMs (up to 80 CRMs). [ Typical CRM = office of 2 brokers + 1 admin. Related offices/teams do exist. ] Each CRM needs to offer a "birds eye" view and efficient centralization of partner team data, activities/interactions, reminders, templates for standardized emails, trackers, etc..... *MUST be able to work independently & intuitively with provided Google Sheets CRM data >> translate similar functionality into Zoho CRM. *MUST be detail-oriented, intuitive, and goal-driven (a mix of self-directed + training new user on functions). > Limited "directions" to follow-.. instead = "intent/goals" to achie...

Dear Nathaniel, Thank you for your kind words and the opportunity to enhance your contest submission. I'm thrilled that you appreciate my work and am eager to continue contributing to your project. For the requested addition to the contest and to express my gratitude for your recognition, I'm happy to offer the following quote: Submission Enhancement: "I was paid for 1 of 20 awards!" - $10 Total: $10 Upon acceptance of this quote, I will proceed with the addition to the contest as per your request. Please feel free to let me know if you have any specific requirements or preferences for the design. I genuinely value our collaboration and look forward to further opportunities to contribute to your project. Best regards, Rahul

Hi Dan, As we agreed, please approve this quote. Thanks Mohsen

Create 3 black and white images in a style inspired by the book "This is Fine. Everyhting is Fine" based on the quote list submitted.

...applications, providing regular updates to management and stakeholders. Cultivate relationships with government officials, industry partners, and community organizations to support grant application efforts. Prepare reports and documentation as required for successful grant implementation and compliance. Requirements: Proven experience in successfully securing grant funding from Australian government departments, particularly in the areas of manufacturing, training, and indigenous initiatives. Excellent writing skills with the ability to craft compelling grant proposals and reports. Strong research abilities to identify relevant grant opportunities and stay informed about funding trends and priorities. Knowledge of project management principles and practices, including bu...

I'm keen on a professional who can assist me with setting up and optimizing Freshbooks for first-time use, especially in the areas of expenses tracking, subcontractors, clients and projects management. Also, to ensure that the system is fully interoperable with my invoi...Monthly cleanup and categorization of expenses to generate a detailed P&L report. Ideal Skills and Experience: - Extensive experience in setting up and optimizing Freshbooks for small businesses. - Proficiency in configuring systems for expenses tracking, subcontractor management, and client/project management. - Strong understanding of financial reporting, particularly in generating detailed P&L reports. - Excellent communication skills to advise on additional Freshbooks functionalities for enhanced ...

...applications, providing regular updates to management and stakeholders. Cultivate relationships with government officials, industry partners, and community organizations to support grant application efforts. Prepare reports and documentation as required for successful grant implementation and compliance. Requirements: Proven experience in successfully securing grant funding from Australian government departments, particularly in the areas of manufacturing, training, and indigenous initiatives. Excellent writing skills with the ability to craft compelling grant proposals and reports. Strong research abilities to identify relevant grant opportunities and stay informed about funding trends and priorities. Knowledge of project management principles and practices, including bu...

Creating an influential PowerPoint Infographic/Quote is my core goal. With a purpose to persuade potential clients, meticulous design is a necessity. Key deliverables: - Inclusion of graphs and charts to present facts, support arguments and reinforce the persuasive purpose. - Engaging and informative infographics to transform complex data into easily digestible portions. Requires exceptional PowerPoint proficiency, strong graphic design skills for graphs and charts, infographics, and strategic communication. The ideal freelancer should offer previous experience in creating persuasive presentations aimed at potential clients. I am providing a 3 page Presentation with various information already provided. We will want to add more data. I need some uniformity of colour. Mainly re...

Seeking a professional with extensive knowledge in ISO 27001 certification, with the ability to evaluate our data security management and risk assessment processes. Your goal will be to guide us through the certification process. Skills and Experience Needed: - Understanding of relevant ISO standards - Experience with data security management - Ability to perform risk assessment Project Details: - Our data security management and risk assessment processes are well-defined and documented. - We need certification in Data security management and Risk assessment and treatment. - Please note that at present there are no formal audit processes in place, you will need to implement these. Potential applicants should have a record of successful ISO 27001 certification projects and experience in...

I am in search of a diligent and proactive Operations & CRM Manager who can oversee daily operations and effectively manage customer relationships. By streamlining various processes, you will provide strong customer support and successfully lead management operations. The ideal candidate should have: - Mid-level experience in Operations and CRM management. - Proven track record in managing daily operations in a fast-paced environment. - Excellent aptitude for customer support and relationship management. - A knack for streamlining processes to increase efficiency and performance. - Strong data analysis skills and inventory management expertise. This position requires a keen eye for detail, an enthusiastic problem-solving attitude, and a determination to enhance customer...

I am seeking assistance in conducting an aggressive driving behavior analysis using SPSS. Being a Likert scale analysis, the project's primary focus is to comprehend the behavioral tendencies in aggressive ...analysis will mainly focus on aggressive driving behaviors, allowing a comprehensive understanding of underlying issues in self-reported accidents. Seeking Experts with: - Proficiency in SPSS software and data analysis. - Experience in conducting likert scale studies. - A background in behavioral psychology or similar would be beneficial. - Skills in interpreting data and providing clear, concise reports. This task requires a professional who is adept with likert scale analysis, SPSS, and has a good understanding of behavioral tendencies in driving scenarios for an accur...

I'm in need of an experienced lead generation specialist, specifically for B2B leads in the technology industry. Your role is majorly to help me expand my reach, globally. Key Responsibilities: - Develop and execute international B2B lead generation strategies - Identify new business opportunities within the tech sector - Provide weekly performance reports Skills and Experience: - Proven experience in lead generation, preferably in the technology sector - Strong understanding and experience with international B2B sales - Excellent communication and reporting skills The ideal candidate understands technology businesses and can efficiently turn this understanding into potential B2B partnerships. If you are ambitious, have a wealth of experience in international lead generatio...

I am looking for a skilled PHP/Wordpress developer who can create a custom quoting system for my site. Job description: - I have currently set up a website with several quoting calculator pages. - For each page I would like to have a submit button that saves the quote to a PDF and stores it on the server. Then the user of the website can visit other pages to create seperate quotes and as such create separate PDFs. - Then there will be a 'checkout' page that the user visits, enters some small details and clicks a submit button that combines all the PDFs into one and emails it to a chosen email address. All PDFs can then be deleted from the website. Ideal Skills and Experience: - Proficiency in Wordpress development - PHP coding skills with experience creating PDFs from ...

I require a professional and experienced architect with a knack for ph...to make the rendering engaging and visually appealing We are participating in a series of architectural competitions and would need to find a service that can accompany us for the development of 10 renderings per project. We are currently thinking of participating with 4 projects but we decide the final number based on the estimates we receive. I would therefore ask if it possible to receive a quote for the development of 10 views for a single project (taking into consideration that we may have to develop more together with you if necessary). Attached you can find renderings produced by us to help you understand the architectural complex. The project concerns a school complex, the model is in Revit and we can ...

...Ads SEA. The ideal candidate should be able to devise an effective strategy for a successful campaign, regardless of the main goal, since this was not decided yet. Key responsibilities and skills: - Tailor Google shopping ads to suit all types of audiences: local, national, and international customers - Constantly test and optimize ads for maximum efficiency - Provide periodic updates and reports on campaign performance Successful applicants should ideally provide: - A detailed project proposal - Comprehensive evidence of past work - A demonstration of related experience Ultimately, this role requires expertise in Google shopping ads SEA, strong analytical skills, and a keen understanding of e-commerce industry. The perfect candidate will be one that is able to drive exce...

Hi Camilo, How are you?! I just had another baby - now 4 months old! Wondering if you could possibly send me a quote for making two different versions of the Booby Moon cover? Using the same image as last time with Mum and toddler hugging under moon, but with different coloured backgrounds. (not the dark blue from 1st book or light blue from the 2nd book) One of the covers would also have bubbles added. Forgot to ask you to do this last time. Looking forward to working with you again!

...always with camera on. So we can become real colleagues. We need: - Good English understandment of text reading by developers - Quick assistance on spot during the day, also short quick support issues on websites - Maintenance of 100+ websites - Direct screen sharing when asked by solving issues - Good developer prices and monthly lists of hours and billing - Billing is each month Also clear reports of the linkbuilding work is required. If you make us an offer please keep it as short as possible for we need to think wisely on who to reply. 

 Thanks in advance. Kind regards, Tristan Studio NewMedia Rotterdam Holland...

I need a WordPress designer who can solve two specific issues. I need someone who knows how to use Elementor, Houzez Theme and CRM (with XML format) automatic imports. I require assistance with integrating specific functionalities: · Including a customized search page that allows users to filter by categories and provides advanced search options. · Implementing a customized template for automatic uploaded properties with a CRM (template is already designed). Key Requirements: - Strong experience in crafting business websites on WordPress - Proficiency in implementing a custom search page functionality - Expertise in strategizing advanced search options and category-based filtration - Elementor and Houzez Templates The ideal candidate will understand how to...

I need an experienced Zoho CRM developer to integrate specific functionalities in the platform. These include: - Customer segmentation: based on purchasing behavior, geographic location and feedback - Sales forecasting: to predict and plan the sales strategy - Email marketing: to reach out to our customer base effectively Your proficiency in Zoho CRM is key in this task as well as understanding how to utilize customer data effectively. If you have the necessary skills and experience, we’d love to hear from you.

I'm in need of expertise in Power BI for effective visualization and reporting of my operational data, with the aim of enhancing my understanding and decision making. Tasks to be accomplished: - Configure data visualization tools in Power BI - Build reports from the operational data Ideal freelancer qualifications: - Rich experience in Power BI and data visualization - Background in operational data analysis - Strong understanding in converting complex data into easy-to-understand reports - Detail-oriented and meticulous in report generation Please, be informed that the third question concerning customer data insights was skipped intentionally because the project centers mainly around operational data. When applying, provide samples of data visualiz...

Looking for talented freelancers to create some awesome UI/UX animations and logo animations of some of our projects, similar to this: Please quote for 1 animation - and supply samples of previous similar work. MAKE SURE YOU QUOTE IS ACCURATE. WE AILL NOT BE NEGOTIATING

...email or phone, depending on the respondent's preference. Responsibilities: As the chosen freelancer, your responsibilities will include: Identifying and reaching out to potential survey participants based on the provided criteria. Administering the survey in a professional and courteous manner, ensuring accuracy and completeness of responses. Compiling survey data and providing detailed reports to our team within the agreed-upon timeline. Requirements: To be considered for this opportunity, you should possess: Demonstrated experience in conducting surveys via email or phone, preferably in the industrial automation sector. Strong communication and interpersonal skills to engage with survey participants effectively. Attention to detail and ability to gather and anal...

...professionally. Improving customer service experience, create engaged customers and facilitate organic growth ● Manage large amounts of incoming queries through multiple channels (voice, in-app, email) ● Taking ownership of customers issues and following problems through to resolution ● Keep accurate records and document customer service actions and discussions ● Analyze statistics and compile accurate reports ● Follow communication procedures, guidelines and policies ● Take the extra mile to engage customers Skills and Experience Required: ● Experience in providing customer service support, preferably in the financial services industry (min 2 years) ● Excellent knowledge of management methods and techniques ● Proficiency in English ● Ability to work 9-7 pm Indian Standard Time...

Project Summary: We are seeking an experienced CRM and affiliate marketing integration expert to design and implement a robust solution for tracking deals and managing a multi-level affiliate program. - The integration must seamlessly track deals generated via submission links, provide affiliates clear commission visibility, and handle multi-level affiliate hierarchies. - The chosen CRM needs to comfortably handle a database with several million contacts. Key Requirements: - CRM Expertise: Demonstrated experience with large-scale CRM implementations and integrations. - - - Familiarity with CRMs suitable for multi-million contact databases is essential. - Affiliate Marketing Integration: Extensive knowledge of affiliate marketing platforms, deal ...

"Daily CCTV monitoring of 5 cameras ". My budget is $30 - 250USD. Here are some items I want in the quote: $30 daily for 12 hours 9pm-9am.

...web application for me. This isn't your run-of-the-mill project; it's a complex one with numerous features. Key Functionalities Required: • User registration and authentication system - I want a secure process where users can register and authenticate themselves before using the application. • Data visualization and reporting - There's a need for functional modules that can produce interactive reports and perform dynamic data visualization. • Integration with APIs - The application must have the flexibility to integrate with multiple APIs for additional functionalities. Ideal Skills and Experience: • Extensive experience building complex Laravel-based web applications • Strong understanding of data visualization techniques and software &...

I'm seeking an experienced CRM software developer to create a customized solution for my company. Key Features: - Customer Contact Management: The software should facilitate effective organization and tracking of our customer contacts. - Email Marketing Capabilities: Integration with our email marketing efforts, allowing us to streamline and automate our campaigns. - Sales Tracking and Reporting: Robust tools for monitoring sales activities and generating comprehensive reports. Additionally, successful applicants should have the following: - Experience in CRM software development, ideally with a portfolio of past projects to showcase. - A comprehensive understanding of the needs of customer service representatives, as this will be the primary user group of the ...

...Development of CRM including auto emails to clients on different stages, Developing funnel system Setting up an integrated booking and scheduling system to allow clients to conveniently book and manage their sessions. implementing a live video call system for delivering coaching sessions. Build and maintain a user-friendly website. email marketing system Set up of landing page Help us start pre-designed video templates in Haygen for YouTube and social media. system of creating and sending newsletters to our mailing list. Develop digital marketing strategies (social media campaigns, webinars, workshops, blog,). Generate leads through targeted ads and lead magnets. Set up and manage affiliate programs. Please also suggest what im missing. Experience: Proven experience in CR...

I would like to design a new logo for our cosmetic dental practice, named Doncaster Hill Dental. I want it to be fresh and modern, possibly in a copper color tone. We specialize in cosmetic, aesthetic, and implant dentistry, so perhaps those words could be included in the design. Alternatively, the initials ‘DHD’ could be used. I’m open to suggestions. Please include a quote and examples of your designs.

I'm in need of a comprehensive cryptocurrency price prediction analysis, specifically focusing on Bitcoin. The analysis will be based on historical data spanning the last 5 years. Key deliverables: - The final report should be in word doc form...data spanning the last 5 years. Key deliverables: - The final report should be in word doc format. - The analysis should be detailed, including the employment of charts and graphs. - In python language used as programming language Ideal Skills for this project: - Strong background in data analysis and research. - Experience in cryptocurrency market analysis. - Proficiency in creating detailed reports with charts and graphs. If you're confident in your abilities to deliver an insightful, data-driven prediction analysis, I'...

Need help with MVP for mobile app and the creation of an admin portal. The mobile app will create meetings and allow users to send/accept meeting invites. This work will need to be done...app will create meetings and allow users to send/accept meeting invites. This work will need to be done in React Native so I get Android and iOS. I have sketched out the look and functionality of the app in the attached pdf file. The app name, app logo and app icon will be given after project is awarded. Please plan to use shades of blue and white Please provide price and delivery time with quote. PAYMENT TERMS: Total will be paid over 3 milestones - deposit, testing and final acceptance Note: Freelancer will be asked to sign freelancer.com's standard IP Transfer Agreement as part ...

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We need a proficient ERPNext developer or implementation specialist to help with integration and utilization of different modules including Sales, Inventory, Purchasing, CRM, BoM, and the Healthcare Module. We would like to integrate with Zenoti, our current platform. Zenoti currently recommend NetSuite but the implementation would require multiple third-party tools and vendors with significant cost. The project requires immediate attention and is desired for deployment within next month. We are looking for an ongoing relationship to continue support or development needs as the business grows. Ideal Skills: - Comprehensive knowledge of ERPNext and its modules - Previous experience with ERP integration and implementations as well as subject matter expertise to help recommend tool...

Hi Shelley, here is a quote of 2 story power and communication plans.

I'm looking for an experienced TikTok content creator to help me raise awareness about a botched surgery I had in Turkey. The videos should be informative and factual, and aim to achieve the following objectives: - Expose the firm responsible: Utilize my X-rays and medical reports to shed light on the malpractice that occurred at the clinic in Turkey. - Seeking Compensation: I want to spread the word about my experience in order to put pressure on the clinic to compensate me for the botched surgery. - Preventing Future Incidents: By sharing my story, I hope to prevent others from going through a similar traumatic experience and potentially save them from making the same mistake I did. The ideal freelancer for this project should have: - Proven experience and success in creatin...

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Project is to develop a specific module / function in a Caspio Bridge based Learning Management System for an existing SaaS startup which provides digital transformation for basic supplementary after-school education settings. Further details to follow.

I'm seeking an experienced SEO specialist to help improve the ranking of my website. While it's...may hinder the site's visibility and user experience. Ideal Candidate: - Proven experience in SEO optimization with a successful track record of improving website rankings. - Proficiency in on-page, off-page, and technical SEO strategies. - Strong analytical skills to understand keyword research and implement suitable strategies. - Excellent communication skills to provide regular updates and reports on the progress of the project. - Experience in the client's industry or a similar one is a plus. I have specific keywords in mind that I believe are essential for the website. If you're ready to take on this project and help my website reach its full potential, p...

I'm looking for a skilled developer to help me add a custom volume calculator to my website. The calculator should be similar to the ones found on and It will primarily be used for calculating soil and mulch volumes. Key Featur...particularly front-end development - Experience working with e-commerce websites or similar platforms where custom calculators are common - Strong understanding of user experience and interface design - Attention to detail and the ability to accurately implement the functionality requested - Familiarity with SEO best practices, as the calculator will be a key feature on the website Please provide a quote for this project along with any relevant examples of your work.