Freelancing crm implementationspráce

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...

I'm looking for a qualified professional to assist with the migration of our Hubspot data...relationships and custom fields are accurately mapped and migrated, as well as deals process flows, as required to accommodate the Hubspot data. It's important that the migration process is seamless and all data remains intact during the transition. Ideal Skills and Experience: - Proven experience with data migration between CRM systems, specifically from Hubspot to Microsoft Dynamics 365 Sales. - Strong understanding of custom fields and data relationships within CRM systems. Please be ready to provide examples of similar projects you've completed in the past, as well as a detailed plan on how you intend to execute this data migration. Start you proposals with I HAV...

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.

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...

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...

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.

Busco un desarrollador que pueda crear un sitio web cuya principal característica es que cuenta con un funnel page en el que (de acuerdo al target de cliente) al finalizar el registro , el usuario podrá ver una serie de ofertas personalizadas para el. Este funnel page, además de contar con distintos pasos, estará conectado con CRM de cliente via API. Por lo que ideal si sabes de implementación via API. Debido a que capto usuarios, necesito recomendaciones de buenos sistemas para la base de datos que construiré, acepto recomendaciones.

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...

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...

I'm seeking a talented and experienced logo designer to craft a minimalist yet engaging logo for my SaaS CRM platform, Nexync. Key Requirements: - The logo should be mainly blue in color, reflecting a professional and tech-savvy aesthetic. - It needs to be minimalist in style, avoiding overly intricate or complex designs. - The logo should be versatile, suitable for use across different mediums, including our website, print materials, and mobile app. - Don't use logo generating softwares - Logo might show growth, success , syncing team for business - Logo must be readable for both light and dark mode Skills and Experience: - Proven experience in designing logos, particularly for tech-related companies or SaaS products. - A keen eye for minimalist design, understanding h...

I need an expert in web development, specifically for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline...for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline. Understanding of service industry dynamics and consumer behaviour online will be a significant plus. A brief rundown of the need; - increase and develop further our website for presenting, operating and selling services - Implement functionality, CRM and booking systems to online golf travel offers to customers Experience with similar projects will add credibility to your proposal. Ensure you provide examples of such previously developed...

...Dashboards: Übersichten über Ticketvolumen, Bearbeitungszeiten, Lösungsquoten etc. zur Leistungsbewertung und Ressourcenplanung - Vorbereitung für PowerBI • Wissensdatenbank/Selbsthilfe-Optionen: Integration einer Wissensdatenbank zur Reduzierung der Ticketanzahl durch Selbsthilfe der Nutzer. • Integration in bestehende Systeme: Möglichkeit, das Ticket-System mit anderen Systemen (z.B. E-Mail, CRM, ERP) zu verbinden, um einen reibungslosen Informationsfluss zu gewährleisten - Ticket melden im PowerBI, Raumbuchungssystem und Servicedesk zb.... Zusätzliche Überlegungen • Benutzerfreundlichkeit: Eine intuitive und leicht zu bedienende Benutzeroberfläche. • Zugriffssteuerung: Rollenbasierte Zugriffssteuerung, um sic...

...soon. Currently, they have a website build in webflow, but as you now know I am building their new website in wordpress. I am using a theme which I am editing along to their wishes. Rick uploads a property (or lets call it a house) on Pararius CRM Office. Pararius is one of the biggest real estate websites in The Netherlands. Currently, when he uploads the properties on Pararius, the properties are also directly created on his current website. This should be the same function as for the new wordpress website. So when Rick uploads a property on Pararius CRM Office, it should also be posted on the new website. This should be listed in the way as it is currently shown on (ask for link) , so with a product card on the overview page and a detail page per property with the dyn...

I need a CRM system that is less complicated than the one at , but with a few additional features. The system should be compatible with both web and mobile. Key Features: - Contact Management: The system should allow me to easily manage and store contact information. - Task and Activity Tracking: It should help me track tasks and activities related to each contact. - Email Integration: I want to be able to send and receive emails within the CRM. - Google Calendar Integration: It should have the ability to sync with Google Calendar. LinkedIn Integration: - I need the system to integrate with LinkedIn, specifically to fetch public profile data of people I am connected with on LinkedIn. Ideal Skills: - Experience in CRM development - Proficiency in integrating APIs, e...

...- AI: I am also interested in leveraging AI technologies to optimize the performance of my digital marketing efforts. Experience with AI tools and strategies will be a huge plus. Ideal Skills and Experience: - Proven track record in website development, with a focus on e-commerce and digital marketing functionality - Deep understanding of SEO best practices and a history of successful SEO implementations - Extensive experience in social media marketing, with a strong portfolio of past campaigns - Proficiency in email marketing tools and strategies, including segmentation, automation, and performance tracking - Familiarity with AI technologies and their application in digital marketing If you have the skills and experience necessary to help me launch my new enterprise and build ...

Dedicated and focused Project Management Specialist with over 6.5 years of experience excelling at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Flexible, detail-oriented and adaptive team player with expertise in Project Management & Operation, stakeholder management, and process improvements. Project Details :- 1. Project Overview: Developed and maintained project planning and scheduling, budgets, resource plans and status reports 2. Risk Management: Conducted risk management activities such as identification, quantification, response planning and monitoring of risks 3. Stakeholder Management: Facilitated meetings with stakeholders to review progress against plan and resolve issues and concerns 4. Process Improvement: Identifie...

...WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and layout updates - Custom field and workflow creation - Third-party application in...

I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.

...developer to assist me with a project involving an abandon form solution that integrates with Zoho CRM. Key points: - The primary task is to integrate the abandon form solution with Zoho CRM - Specific requirements include abandoned form tracking, email notifications, and CRM record creation - Troubleshooting and fixing issues may be required - This project may also involve some work on CRM, including form to CRM integration and creating a fillable PDF form template from CRM data Ideal skills and experience: - Strong Zoho development experience, with a proven track record of successful CRM integrations - Proficient in developing abandon form solutions - Experience in working with form to CRM integration and creating fillable PDF...

...server. In order to be considered for this project the freelancer shall submit, in detail their proposed solution, including how they would deliver it, what they would require in order to get it done, data safety protocol, secure development, timeline, budget, ongoing/maintenance cost, training on system, rework/bug fixes. -Modules: I require the following modules to be incorporated: Sales and CRM, Accounting and Finance, Inventory and Warehouse Management, Project, Timesheets, Social Marketing, Customer portal, Documents, and Contracts -Design: I envision a clean and modern UI design for the community. The interface should be user-friendly, intuitive, and visually pleasing. -Customer Portal Integration: The customer portal must be smoothly integrated with the main website. ...

I'm in need of a professional website developer to create a website that will primarily serve as a platform to showcase my products and services. The site will consist of less than 10 pages. Key Points: - The main purpose of this website is to display and describe my products and services in an engaging and user-friendly manner. - I do not require integration with any CRM tools. - The site will have less than 10 pages, which is relatively simple in comparison to larger websites. Essential Skills: - Proficiency in web development - Experience in creating websites focused on showcasing products and services - Strong understanding of user experience and interface design This project is a great opportunity for a web developer looking to build a sleek and functional business ...

I'm in need of a skilled developer who can create a cryptocurrency exchange platform. The main objective is to facilitate the exchange of cryptocurrencies, with a primary focus on Bitcoin. Key Features: - User...the primary payment method. Ideal skills and experience: - Proficient in Stackerblitz coding for a seamless development process. - Prior experience in developing cryptocurrency exchanges or similar platforms is highly desirable. - Strong understanding of PayPal integration and payment gateway development. - Familiarity with user wallet management, real-time trading charts, and security implementations in online platforms. Please provide examples of your previous work in this field when applying. Looking forward to working with a professional who can bring this p...

...notifications * User Management * Integrate with Azure Active Directory for user authentication and authorization * Manage user roles and permissions Cloud Component: Prep Material Service * Prep Material Generation * Generate prep material for calendar events and appointments * Use Azure Cognitive Services for NLP and machine learning * Integration * Integrate with Dynamics CRM, Power BI, and SharePoint * Retrieve relevant data and insights * Prep Material Delivery * Deliver prep material to users * Use Azure Storage or Microsoft SQL Server for storage Cloud Component: Notification Service * Notification Processing * Process notifications for calendar events and appointments * Extract relevant information (e.g., attendees, location, time) ...

We are in search of a proficient E...90-days. Their set of responsibilities will include, but is not limited to: - Providing comprehensive administrative support - Effectively managing emails and scheduling tasks - Handling phone calls and professionally dealing with inquiries - Working during business USA business hours (can be any time zone) Proficiency across a broad range of common office tools, virtual meeting software and CRM platforms will be viewed favorably. While no specific industry knowledge is required, general adaptability and the ability to learn on-the-fly will be crucial. Flexibility, strong operational skills, and excellent communication form the ideal skill set for this role. We will provide adequate training and are looking for someone hungry to succeed in ...

I am in the process of launching a new freelancing website and I am seeking a skilled graphic designer to create a unique and professional logo that embodies the essence of my platform. My vision for the logo is minimalistic, hence I prefer a design that is clean, simple, and modern. Additionally, I would like the color scheme to be cool tones, mainly focusing on blues and greens. The ideal logo should be versatile and suitable for multiple applications. It should be able to be used on business cards and print materials, as well as across all digital platforms such as social media and email signatures. Skills and Experience: - Proven experience in logo design, especially in minimalistic styles - Strong understanding of color theory and the ability to work within a specified color...

...(100$) con buenas habilidades sociales y con buena actitud, busco un setter confiable que sea eficiente a largo plazo, pero primero debemos comprobar su rendimiento. Nos enfocamos en los nichos de consultorias, coaching y info productos, la prospección en frio es atraves de Instagram y si es posible también por LinkedIn. Requisitos: •Experiencia previa como appoiment setter •Experiencia en uso de CRM y actualizaciones precisas del día trabajado. •Experiencia para cualificar leads y generar oportunidades de venta. •Excelentes habilidades de comunicación y presentación •Organizado y capas de gestionar múltiples tareas •Orientado a resultados y capaz de cumplir con objetivos establecidos •Experienc...

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, particularly Wufoo and Hirehop - 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 This project is crucial for our workflow efficiency, so the successful candidate will need to demonstrate both their technical skills and ability to deliv...

It is necessary make some simple changes to a project management application made in Laravel. The change are: Please answer only if have experiences in project management software. And show my the url of similar job made because I don't asign the job without see the real competences

I'm looking for a skilled developer to create a comprehensive management platform for a restaurant and cafe. Some of the modules required but not limited to the followings: - [ ] Ecommerce - [ ] CRM an Loyalty System - [ ] VOIP ans SMS integration - [ ] Marketing campaign design - [ ] Mobile & Online Ordering - [ ] POS - [ ] product add-ons when taking orders - [ ] barcode scanners and mobile printers - [ ] customised print designs per store - [ ] multi-tenant - [ ] Table Service, reservation, pr-eorder, pre-payment - [ ] Delivery, In-Store pickup, integration to other delivery platforms - [ ] Staff Management, time sheets - [ ] Digital Menu Management, View the menu on mobile and make order and payment - [ ] Reporting & Analytics - [ ] Kitchen Managem...

I'm in need of a proficient Python developer experienced in web development, data analysis and automation scripts. The goal of this project is to develop a SaaS platform dedicated to Customer Relationship Management (CRM). The primary feature of the platform is a system that generates recommendations. Knowledge in contact management, sales forecasting, and email tracking are bonuses, though not strictly necessary. Efficiency, strong communication skills and experience in the SaaS domain is vital. The perfect fit would be someone who has previously worked on similar CRM projects.

...Search Engine: Implement a caching system to improve search speed for hotel availability. - Conditional Search Engine: Admin-configurable logic to optimize API usage by filtering based on criteria (e.g., only use local hotels for Iraq searches). Freelancer Requirements: - Strong experience in PHP (backend) and React (frontend) development. - Familiarity with multi-language and multi-currency implementations. - Expertise in integrating with APIs (hotel booking, flight booking, notification service). - Experience with payment gateway integrations using provided local APIs. - Understanding of caching and optimization techniques. - Excellent communication and ability to work remotely. - Commitment to delivering a high-quality, well-tested product. Version Control: The entire proj...

I'm in need of a skilled ERPNext Frappe developer who can effectively manage and customize modules such as Sales and CRM, Inventory Management, and Accounting and Finance. The ideal candidate should have extensive experience in modifying the functionality and interfaces of these modules to meet specific business requirements. Key Requirements: - Proficient in ERPNext and Frappe Framework - Prior experience in customizing ERPNext Sales and CRM, Inventory Management, and Accounting and Finance modules - Ability to perform functional modifications and user interface changes to fit the unique business processes The freelancer's primary task will be to make the necessary adjustments to optimize the system for my business, ensuring a seamless integration of the modu...

I'm in need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you're up for the task, I’d love to...

We are looking for a Looker Studio expert to help us develop a new dashboard feature. The ideal candidate will have experience connecting to backend systems via API and displaying data in Looker Studio dashboards. We'd like to start with a consultation to discuss our vision for the feature and determine if it's a good fit for both parties. Important note: Due to possible personal contact, we prefer only freelancers from Europe. Looker portfolio examples are necessary.

Hey Slamet, I'm hiring you to do the Website Translation, New TVG Tech Proposals Design, and CRM Page.

...Also, too many bids from countries I do not desire; Pakistan, Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping 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...

THE DESOURCE TRANSLATION OF WEBSITE. THIS KIND OF WEBSITE IS A KIND OF FREELANCING YOU WILL BE PAID WHEN YOU WORK AT THIS SITE FOR $30/HOUR, YOU CAN ONLY COPY PASTE OR TYPING IN THIS SITE. AND THIS WEBSITE IS ONE TOO HAS EXPERTISE IN BUILDING A GROUP TO GROW THE COMPANY

I am looking for a MailChimp expert who can help me with Email designs. The primary goal of the email campaign is to increase product sales through effective design, layout, and possibly call-to-action implementations. The frequency of the emails will be monthly. Ideal Skills and Experience: - Proficient in MailChimp - Proven experience in designing emails that lead to increased product sales - Understanding of email marketing best practices.

I'm looking for a professional web developer to create and set up a web portal to centralize the procurement process for a company. This...seperate entities under one brand, across 900 sites. Key Project Requirements: - Design and develop a fully functional transparent cloud database of stock lists across 900 manufacturing sites. - Seperate log-ins depending on User level, i.e Standard > Manager > Admin. - Incident reporting - Implement secure payment gateways for bank transfers and card payments - Integration of data with our CRM(Salesforce) Ideal Skills and Experience: - Proficiency in Website development - Experience in large scale projects - Knowledge of integrating payment gateways - Experience with Salesforce Please include samples of your previous e-commerce ...

I'm looking to integrate a real-time chat feature between our CRM (Bitrix24) and Omnichannel (Huggy) platforms. Key details include: - The integration must be comprehensive, i.e., there should be no missing features or functionalities on either platform during or after integration. - Real-time synchronization is crucial. This means that chat data should be immediately accessible and updated in both systems without delay. Ideal candidates for this job should have prior experience in real-time chat integration, especially with CRM and Omnichannel platforms. They should be able to deliver quality work that guarantees seamless communication without any glitches or delays in the chat feature. I appreciate developers who pay attention to details, as every aspect of this proj...

We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Auto...be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experience: - Proficient in process automation and design, with prior experience in sales process automation - Adept at form customization, with a keen eye for design and layout. - Familiarity with implementing reminder systems in business processes. - Past experience with Zoho CRM...

I am looking to hire a skilled PHP developer to create a custom CRM system, based on an existing one I have. Essentially, this is a task that involves removing certain features such as email integration, sales forecasting, and social media integration. While the new CRM system doesn't need to include all the functions of the original, the ones I cannot do without are: - Contact Management - Sales Tracking Unfortunately, I was unable to specify further details for inclusion in the CRM. Therefore, prospective developers should be flexible and ready for modifications during the project. Given the urgency of this project, I expect it to be completed within a month. Therefore, candidates with a fast response rate and proven ability to meet deadlines will be given p...

I'm looking for a skilled freelancer who is proficient in setting up Azure Speech Services for my application. The primary objectives of this project are to configure A...Services and implementing text highlighting functionality. The freelancer should have prior experience with Azure Speech Services and be able to demonstrate successful implementations of similar projects. Please note that we are looking for freelancers who can complete the project within the specified timeline. Bids from freelancers unable to meet this requirement will not be considered. If you have the necessary skills and experience to complete this project, please submit your bid along with relevant portfolio examples demonstrating your expertise in Azure Speech Services integration and text highlighting ...

I'm in need of a skilled developer to create a web application for influencers. This application will serve as a platform for influencers to offer their services to companies for advertising and commission-based marketing. It will also include a comprehensive customer relationship management system, data storage, and reporting functionalities. The application will also feature financial management capabilities, payment methods, and invoicing. The successful freelancer for this project should ideally have: - Proven experience in web application development, particularly in the influencer marketing field. - Strong knowledge of customer relationship management and data storage/reporting. - A solid understanding of finance management within software. - Proficiency in integrating payment ...

I'm in need of a Flutter developer to build an app that will serve as a communication and data sharing platform between doctors and patients. The app should also include a subscription payment feature. Key Features: - Real-time messag...share their medical history, test results and prescription information securely with the doctor. Payment Gateway: - The app should support credit card and PayPal payments for patients to send a payable subscription to their doctors. Ideal Skills and Experience: - Proficiency in Flutter and Dart for cross-platform app development. - Experience with real-time messaging and secure file sharing implementations. - Knowledge of integrating and working with payment gateways. - Understanding of medical data handling and patient privacy regulations w...

...Management will be considered an advantage, although candidates with little or no professional experience are also encouraged to apply. TASKS -The candidate must speak fluency in the Brazilian language and be willing and able to work at the beginning in a shift pattern (6 hours), covering working hours between 09:00 and 00:00. -The candidate must be able to contact (chat and call through our CRM) new users (supplied by the company), explain the site's functionality, help them get all the available bonuses, and make their first deposit. - The candidate must be responsible for managing client accounts, ensuring their needs are properly addressed and solutions are promptly provided. -The candidate must be able to effectively communicate with clients and resolve is...

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks ledger as normal?

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's adv...and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platforms. - Excellent communicat...

I'm looking for a comprehensive guide or mentorship to launch my full-time freelancing career. As I'm uncertain about my specific interests, the guidance should encompass various skills or services a freelancer can offer. Key deliverables should include: - An overview of profitable freelancing opportunities - Strategic planning to align freelancing goals with lifestyle choice - Essential skills required for successful freelancing - How to build and promote a powerful portfolio - Tips to win bids and client management advice Experience in freelancing field and tutoring is highly appreciated. Ability to provide practical insights and proven strategies will be a huge plus.

...development, centered around improving my workflow and data comprehension. Key Tasks: - Setting up MS Outlook for effective email management. - Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skills in website development and design. - Familiarity with Google Form creation. - Understanding of email campaign analytics. - Experience in performing sentiment analysis in...