Sugar crm crm invoicepráce
Dobrý den Radoslave, jsme digitální agentura z Prahy a hledáme pro dlouhodobou spolupráci remote programátora v PHP + Codeigniteru a zaujalo mě, že už v tomto frameworku máte zkušenosti. Pracujeme na dlouhodobých projektech v rámci digitální transformace firem - tzn. vyvíjíme na míru interní systémy ERP, CRM, webové aplikace apod. Rád se s Vámi pobavím více do detailů a představím Vám možnosti spolupráce. Můžete mě kontaktovat tady, případně na telefonu +420604271039. Budu se těšit, Blažek
Potřebujeme nastavit API mezi Raynet CRM + webový formulář.. Možnost dlouhodobé spolupráce v podobných oblastech.. Zajímá nás také automatizace procesů pomocí scriptů apod.
Hledáme vývojáře na plný úvazek na 3+ roky pro vývoj CRM na míru v jazyce Java, GUI extJS, DB Oracle. Ideálně v lokalitě Praha/Brno/Znojmo (CZE resident preferred, fluent czech language is a must).
Krátkodobá a dlouhodobá půjčovna elektromobilů: - Datábáze vozidel (současná evidence v excelu) - Databáze zákazníků (CRM) - Automatizované vytváření dokumentace: smluv, předávacích protokolů, fakturace, pojistných smluv a jejich následné zálohování. Současně používáme Excel a Word. Cíl je mít centrální přehled a systematičtější postup. Ideálně i jako cloudové řešení.
Potrebuji pomoci a vyberem a integraci CRM reseni pro obchodni team, celkem cca 50 obchodniku a 100 zamestnancu.
Aplikace na vytvareni automatizovanych dokumentu pro Salesforce - Diky ktere budou uzivatele schopni jednim kliknutim vygenerovat dokument ze Salesforce (faktura, smlouva, marketingova brozura atd…) - Ktera bude native na Salesforce, ale pozdeji bude schopna pridat i ruzne dalsi systemy - software na elektronicke podpisy, ostatni CRM atd.) - uvitam navrhy reseni jak toto provest Jak by to melo fungovat (hlavni funkce): - Vytvorim a nahraji sablony (word, excel, powerpoint nebo text dokument) do te appky na Salesforce. Tento template ma takzvane merge policka. Tj. kod, kterym si zakaznik bude moci vytvorit libovolny template a dat tam vzdy to policko ze Salesforce, ktere potrebuje, aby se mu ukazalo na finalnim -dokumentu - Zde jsem schopen spravovat ruzne sablony, rozhodno...
...do středně velké organizace. Aktuálně připravujeme spuštění druhé velké kampaně a několik dalších projektů, pro které hledáme webdesignery a webové vývojáře. Hledáme hned několik lidí s různými kompetencemi. Konkrétně nám můžete pomoci s některým z následujících projektů: Spolupráce na vývoji CRM řešení na bázi CiviCRM (PHP, SQL – pod dohledem CRM profesionála) Kompletní přestavba hlavního webu organizace (webdesign, nasazení na WordPress s přizpůsobením dle potřeby, napojení na CRM) Dvě kampaňové microsites (we...
...jsme z nuly narostli do středně velké organizace. V roce 2018 spustíme druhou velkou kampaň. Protože tahle bude ještě náročnější než ta první, musíme zainvestovat i do infrastruktury. Zbavit se excelových tabulek a přejít na pořádné CRM. Hledáme člověka, který tuhle výzvu vezme pevně do svých rukou a celý tenhle projekt potáhne. Síla OBRAZu je v mobilizaci desetitisíců lidí – microsites, mailingy, individuální fundraising, remarketing, automatické procesy… tohle všechno si říká o pořádné CRM a s tohle všechno je součástí téhle v&yac...
Jedná se o úpravu na míru Open Source produktu Dolibarr ERP and CRM () pro potřeby střední firmy
Potřebuji upravit .dll knihovnu, která byla na onpremise crm. Nyní ji potřebuji na online crm.
Dobrý den, založila jsem si e-shop a nyní ho propaguji a vytvářím databázi leadů. Potřebuji poradit a najít vhodné CRM a rozesílač e-mailů, kde potřebuji nastavit iniciaci a pravidla pro rozesílání mailů.
Jedná se o jednoduchou mobilní CRM aplikaci. Aplikace je určená pro obchodní zástupce a měla by obsahovat základní údaje. Přehled osobních údajů s možností aktualizace, přehled transakcí, možnost objednat dárek. Aplikace musí fungovat na Android i Iphone.
Business development v oblasti CRM, vlastní zavedené řešení mezinárodní společnosti včetně produkčního centra (full servis / mix / self-servis) se zaměřením na emailing. (Další oblasti outsourcingu k diskuzi.) Základní business case (analýza trhu / příležitostí včetně nacenění výše budegetu/příležitosti), oslovení potencionálních zákazníků a vedení projektu do fáze finálního odsouhlasení zakázek.
Před rokem jsme nasadili do společnosti CRM Sugar Comunity. Po dobu plnění databáze obsahem, jsme přicházeli na věci, které bychom potřebovali v CRM upravit. Sháním proto někoho, kdo má za sebou prokazatelnou zkušenost se zaváděním tohoto softwaru v několika společnostech. Umí aplikaci upravit a dokáže poradit, zda některé práce neděláme v CRM zbytečně komplikovaně.
ACCOUNT MANAGER / IDEA MAKER Jste komunikativní a kreativní osobnost? Toužíte se realizovat v marketingu? Pak hledáme právě Vás! Co by bylo náplní Vaší práce? Akvizice nových ...výhodou Znalost anglického jazyka – aktivně Motivaci vlastního rozvoje v oboru online marketingu (offline výhodou) Co nabízíme? Kreativní práci na zajímavých zákázkách, seberealizaci a rozvoj Školení v produktech a v oboru Kolektiv s týmovým a inovativním duchem Dlouhodobou spolupráci a budoucnost v perspektivní společnosti Fixní + provizní složka ohodnocen&ia...
Kao što smo dogovorili u privitku vam šaljem printscreenove gde su ...printscreenove gde su naznačene promene koje želimo u toj fazi promeniti odnosno doraditi. Pored toga treba naštimati formate fontova, datuma, vremena, valuta na evropske znači naše formate a ne na američke. Imamo i za instalirati 5 pluginova odnosno scripta ( radi se o samostalnim izrađenim plugonovima odnosno skriptovima) koji se samo instaliraju: 1. 2. 3. 4. 5 Molim za ponudu št opre. Pozdrav
Dobrý den, hledám šikovného programátora k dlouhodobé spolupráci na větším projektu - kompletní systém pro realitní kancelář. Posílám odkaz ke stažení základního popisu funkcí spolu s náhledy. Prosím o reakci, zda je takový projekt pro Vás zajímavý a případně Vaši předběžnou cenovou nabídku. Jedná se mi o dlouhodobou spolupráci - na tento základ už mám vymyšleno spoustu doplňkových modulů a funkcí, které se budou postupně přidávat. Prosím v případě zájmu o zaslání Vašich referencí. D...
Dobrý den, hledám šikovného programátora k dlouhodobé spolupráci na větším projektu - kompletní systém pro realitní kancelář. Posílám odkaz ke stažení základního popisu funkcí spolu s náhledy. Prosím o reakci, zda je takový projekt pro Vás zajímavý a případně Vaši předběžnou cenovou nabídku. Jedná se mi o dlouhodobou spolupráci - na tento základ už mám vymyšleno spoustu doplňkových modulů a funkcí, které se budou postupně přidávat. Prosím v případě zájmu o zaslání Vašich referencí. D...
French-speaking candidates only! My organization is currently leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zoho One and ERP...
...exude a sense of trustworthiness, reliability and seriousness. - I envision the design to be simple and clean. The graphics need to be easily comprehensible and not overly intricate, while still maintaining a professional look. - Copy has been written and is attached to provide context. - Our website is: - Our platform for email distribution is Freshsales (sales automation and CRM). - Platform provides 169 templates that can be chosen or they can be custom designed. Ideal Skills: - Proficiency in graphic design, with a keen eye for aesthetics and attention to detail. - Experience in creating email campaigns and an understanding of the particular design needs for this medium. - Strong knowledge of HTML and CSS, to ensure the graphics can be properly integrated into the email
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I am in need of an experienced Bubble developer to create a customized CRM system specifically tailored for financial services and their freelancers. This system should be able to: - Track leads: The application should have a robust lead tracking system in place, allowing us to monitor and manage leads effectively. - Manage deals: Deal management is a crucial part of our business. The CRM system needs to support this feature to ensure smooth deal handling. - Provide performance metrics: It's important for us to evaluate the performance of our team. This CRM system should include tools to generate and present performance metrics. Additional features requested for this CRM system include: - Email integration: Seamless integration with email services to s...
...system for my invoicing processes. Requirements: - Configure the system to enable the creation of goods and service invoices in USD. - Implement moderate customization to the invoice templates, focusing on layout changes and adding custom fields. - Import all of my product information from an Excel sheet. This includes product names and their respective cost prices (which are in INR). - Enable and Teach me to Use Odd's OCR feature to fetch pdf data from invoice to transfer it to software Ideal Candidate: - Proficient in working with Odoo Books and setting up invoicing processes. - Experience with customizing invoice templates within Odoo. - Skilled in data import from Excel sheets to Odoo. I look forward to working with a professional who can deliver the...
I'm looking for an expert to create a web-based CRM database aimed at efficiently storing and managing information. The data I intend to keep include: - Customer contact details - Sales history - Communication logs - Course details - Course Refresher notifications This project also requires the creation of functionalities to: - Add new contacts - Update existing contact information - Track sales performance Ideal freelancers should have substantial experience in CRM database development, with knowledge of implementing web-based solutions. Familiarity with training or course-based entities would be a bonus. Your expertise ought to allow seamless additions, updates, and performance tracking of stored information. Demonstrable success in similar projects will be advanta...
Buscamos una persona española que ayude a limpiar los datos de un CRM nuevo, subir datos de excel, validarlos o buscar nuevos con herramientas de Marketing.
In search of a professional with expertise in managing multiple aspects of a small business (1-10 employees). Requirement includes the following key areas: - Inventory Management: Highly skilled in inventory strategy, maintaining accuracy, and ensuring timely order fulfilment. - Customer Relationship Management (CRM): Proficiency in the management of all aspects of customer relationships, with the aim of improving business relationships, assisting in customer retention, and driving sales growth. - Project Management: Capabilities in managing projects, tracking progress, and ensuring smooth workflow in our small team set-up. - Billing and Accounting: Knowledge on maintaining a clean ledger, managing bills, conducting proper accounting, pushing follow-ups, and ensuring no dues re...
I'm seeking a Zoho expert to set up and configure Zoho One for my organization. We currently do not u... We currently do not use any specific software or tools that need to be integrated with Zoho One. The main objective is to implement Zoho One for less than 10 users. Key Responsibilities: - Customize Zoho One to meet our business needs - Implement CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Provide necessary training to less than 10 team members on the use of Zoho One. Ideal Skills and Experience: - Extensive experience with Zoho One implementation and customization. - Proficiency in CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Ability to train small groups ef...
I'm looking to hire a seasoned software developer to create a software for my financial recovery business. Understanding of finance and debt recovery processes is definitely a plus. Key Features: - *...financial status of every client. - **Contact Details**: Capacity to register each client's contact information. - **Recovery History**: Capability of logging each client's financial recovery history to keep track of progress. Proficiency in backend programming and database management is required. Knowledge of frontend web design would be beneficial for UI development. A good understanding of CRM systems, payment tracking mechanisms and audit trails, while not immediately required, would be valuable for potential future scaling of the software. Looking forward to ...
...based on Odoo ERP. This project involves extensive customization and integration of various features primarily tailored for a multi-branch business model. The system must be able to handle multiple branch warehouses, with each customer being assigned to a specific branch based on their location. Key Requirements: - Integration of Point of Sale (POS), Accounting, Customer Relationship Management (CRM), Inventory Management and Purchases features from Odoo ERP. - Implementation of a system that assigns customers to a branch based on their location. This should be done automatically based on IP, and also allow customers to manually select their preferred branch. - Seamless user interface that enables easy navigation for customers across the website. - Implementation of multiple war...
...based on invoice data and analysis reports. Key Responsibilities: - Creating advanced, highly-customized customer reports using Sisense Dashboards - Leveraging Blox coding to enhance the reports with advanced analytics - Ensuring the integration of invoice data and analysis reports into the reports - Implementing appropriate visualizations and data representations for optimal understanding - Ensuring the reports are user-friendly and easily navigable. The ideal candidate should have: - Proficiency in Sisense Dashboard designing, with a strong command over Blox coding. - Prior experience in creating customized, data-rich reports. - Strong analytics skills to implement and understand advanced analytics. - Experience with integrating data from different sources, especially...
I'm seeking an experienced Senior Tech...seamless data exchange between the two systems. * Workflow automation: Developing and implementing automated workflows for various business processes. - **Vendor Invoice Creation**: The vendor invoice creation process should include: * Auto-population of vendor details: Ensure vendor information is correctly filled in. Ideal Skills and Experience: - Strong background in Microsoft Dynamics 365 F&O, particularly in Financial and Supply Chain Management modules. - Proven experience in developing and implementing integration solutions using Power Platform, including data integration and workflow automation. - Familiarity with vendor invoice creation processes and best practices. Please provide relevant examples of y...
Primary tasks: Initially this is all to be done on a new Linux STAGING ONLY server. 1) Linux staging server setup -> deploy our existing project to a new VPS using gitlab 2) Woocommerce -> continue long term development work on our existing custom plugin. Transfer the existing production woocommerce to this staging server. 3) ongoing long term development of our CRM app Other components of our stack which are a HUGE ADDED BENEFIT if you can work on them -> .NET ASP, WEB API + MS SQL DETAILS HERE -> PRIORITY IS TO HAVE A DEVELOPER ON OUR TEAM (LONG TERM) THAT CAN FOR NOW ALSO WORK WEEKENDS AS WE HAVE SEVERAL EMERGENCIES TO FINISH URGENTLY. Someone who can efficiently manage Linux VPS and efficiently use GITLAB is critical. Initially we need part
I am looking for a skilled developer who can create an advanced chatbot for my PHP-based CRM. The key aspects of this project include: - Chatbot for Customer Support: The primary function of this chatbot will be to handle customer inquiries and provide advanced problem-solving support. - Integration with PHP CRM: The chatbot needs to seamlessly integrate with my current CRM system. - GPT AI: The preferred technology for the chatbot is GPT-based AI. - Customization: I would like the chatbot to be fully customizable and easy to program for future updates and modifications. Ideal Skills: - Proficient in PHP, GPT AI, and CRM integrations - Experience in developing advanced chatbots for customer support - Ability to create customizable and easy to program solu...
...software engineer who is proficient in Odoo and Python to help me build a robust CRM system. The project calls for a quick turnaround - I need it to be completed ASAP. Key Features: - Sales Pipeline Management: The system should help me track my sales process from lead generation to conversion. - Customer Interaction Tracking: I want to record all interactions with my customers, including emails, calls, and meetings. - Integrated Email Marketing: The CRM should have seamless integration with my email marketing tools so I can easily communicate with my customers. - Scheduling: I need the system to have scheduling capabilities to help me manage my time effectively. Primary Goals: - Improve Customer Satisfaction: The CRM should help me provide better service to my cl...
I am looking for a skil... Key Requirements: - Configuration of ClickUp for task management - Set up of collaboration tools to enhance team communication and efficiency - Integration with Email and Calendar for seamless workflow - Integration with our CRM software for better customer management - Linking with our file storage services for easy access to relevant documents Ideal Skills: - Proven experience in setting up ClickUp for small teams - Strong understanding of task management and team collaboration tools - Familiarity with Email and Calendar integration - Previous experience with CRM software integration - Knowledge of linking file storage services This is a crucial project for us, and we are looking for a freelancer who can deliver a well-rounded ClickUp setup that...
I am seeking an experienced professional who can streamline my cus...relationship management system and take my LinkedIn marketing efforts into the next level. The ideal freelancer for this project should be: • Highly experienced with Bullhorn/Mail chimp CRM platform. • Proven track record in devising and implementing LinkedIn marketing strategies. • Proficient in integrating Bullhorn/Mailchimp CRM with LinkedIn and Lusha. Key Tasks: • Integrate Bullhorn/Mailchimp CRM with LinkedIn and Lusha. • Develop and execute compelling LinkedIn marketing strategies. • Regularly update and maintain the integrated system. This is a significant project that requires a deep understanding of CRM and LinkedIn marketing strategies. If ...
I am looking for an experienced accountant to assist with our monthly bill amount. We want experience accountant to help with calculating and dividing up our yearly invoice into 12 months. The yearly amount is there but we want a skilled accountant who can divide the amount up to 12 months with each month amount figure being different from the other. For example, dividing $100,000 by 12 months but each month has a different amount but the the total of 100k is still the same. Ideal Skills: - Proven experience in accounting - Knowledge of relevant accounting software - Strong attention to detail - Effective communication and reporting skills
I'm in need of a Big Commerce developer to work on my website. I am looking for the following: - Customizable templates: I need to be able to make minor tweaks to existing templates. - Custom API integrations: Specifically, I need to integrate Payment and CRM APIs. The ideal candidate for this project will have experience in Big Commerce development and customization, as well as expertise in integrating API's, particularly Payment and CRM services. A good understanding of e-commerce best practices is also essential. Kindly provide examples of similar projects you've worked on. Long term project but low price. If you agree it, please bid!!!
I am seeking a Business Development Manager who can help scale my startup in the technology industry. Key Responsibilities: - Focus on scaling operations and processes: I need someone who can take a deep dive into my curre...Specifically with startups: Experience in the startup environment is critical, as this person will need to understand the unique challenges and opportunities that come with scaling a new business. Ideal Skills: - Strong analytical and problem-solving skills. - Excellent communication and interpersonal abilities. - Proven experience in business development, particularly in the technology industry. - CRM experience is a plus, definitely needed I am looking for a proactive, results-driven individual who can work closely with me to help take my business to the n...
I'm looking for an experienced Zoho developer to help with my Zoho CRM data analytics and dashboards. Key Responsibilities: - Develop a Zoho Analytics dashboard incorporating Sales performance tracking, Lead conversion analysis, and Customer segmentation. - Integrate Google Analytics Data and Google Adwords Data into the dashboard. - Create visual representations of the data using Bar charts, Line graphs, and Pie charts. Ideal Skills: - Previous experience working with Zoho Analytics and Zoho CRM. - Proficiency in integrating third-party data, specifically Google Analytics and Google Adwords. - Strong visualization skills, with expertise in Bar charts, Line graphs, and Pie charts. This project is crucial for me to understand my business performance, so attention to d...
As a business with a custom CRM solution currently facing some difficulties with Hubspot, I'm interested on bringing in a seasoned and strategic freelancer for the task. Key Challenges: - Custom forms: clients details aren't saving correctly. If they are a repeating guest who have filled out this form in the past, their forms are coming up blank. - Email Database: Our email marketing campaigns are currently not as efficient due having no tags Your main tasks will include: - Rectifying form issue: providing a solution for why the clients cannot submit a form and why their details arent showing up. - Email database: upload our database into hubspot and create tags (location, birthdays, type of event, type of package they have previously booked in for) Our Goals: - Custo...
I need a logo for my CRM software named Hourglass CGS. I'd like the logo to be minimalistic in style, primarily using the colors blue and green or the color combo of black and gold. Key Requirements: - Design a minimalistic logo - Incorporate an hourglass and gears into the design - Use a color palette of primarily blue and green - It should be usable as both a logo and an icon Ideal skills/experience: - Proven experience in logo design - Proficiency in minimalistic design - Ability to work with a specific color palette - Previous work with software logos is a plus Please include a link to your portfolio showcasing similar work when bidding.
...than 20 hours a week to help me with various tasks. The ideal candidate should be proficient in Microsoft Office Suite and CRM software. Key Responsibilities: - Email Management: You'll be responsible for sorting, responding to, and organizing my emails. - Calendar Management: You'll be in charge of arranging meetings, appointments, and keeping my schedule up to date. - Data Entry: You'll assist in inputting and managing data. - Phone Calls: You'll also be expected to handle incoming calls and messages professionally. The successful candidate will have excellent communication skills and be able to work independently. Experience with Microsoft Office Suite and CRM software is a must. Being proactive, detail-oriented, and able to prioritize tasks is ...
I'm in need of a diligent and reliable virtual assistant to assist me with a range of t...input. - Email Management: You'll be responsible for managing my email inbox. This includes reading, responding, and flagging important messages for my attention. - Appointment Scheduling: The role will also involve coordinating my schedule and setting up appointments. To excel in this role, you should have experience with: - Microsoft Office Suite, including Word, Excel, and PowerPoint. - CRM Software: Knowledge of Customer Relationship Management software will be a huge advantage. I'm looking for someone who can be available on an on-call basis for this role, as tasks may come up sporadically. Your punctuality, attention to detail and excellent communication skills are c...
As we aim to streamline our Sales and Marketing operations, I'm seeking a seasoned freelancer with strong expertise in Odoo setup, specifically for CRM, Sales and Email Marketing modules. If you are adept at setting up these Odoo modules, I invite you to bid on this project. Key Responsibilities: - Configuring CRM, Sales, and Email Marketing modules in Odoo - Providing guidance on whether any specific customizations or configurations are needed Ideal Skills: - Extensive experience in Odoo setup - Strong understanding of CRM, Sales, and Email Marketing modules - Able to provide clear and concise guidance Our primary users will be our Sales and Marketing teams, so experience in setting up Odoo for these specific teams is desirable. Your job will be to ensure...
I'm looking for a freelancer who can take the annual billing data from my personal business and create a professional, neat invoice from it. Key Details: - Final Format: The final invoice should be in PDF format. - Summary: I'd like the invoice to include a summary of the total income generated over the year. The summary should be kept simple and straightforward with a total sum, without the need for categorization or a monthly breakdown. Ideal Skills: - Strong attention to detail: The invoice should be well laid out and error-free. - Graphic Design: Experience in adding logos and making documents look professional is a plus. - Familiarity with accounting and invoicing: Some knowledge of these areas will be beneficial for understanding the context...
...costs to respective projects for accurate job costing. • Compliance Monitoring: Ensure compliance with employment and tax laws. 4. Accounts Receivable (A/R) Year-To-Date Tracker Facilitates tracking of bids, invoicing, and estimates to manage cash flows and customer interactions effectively. Features: • Bidding Tracker: Manage and track all job bids, including status and related documents. • Invoice Management: Automated tracking of invoices, payment statuses, and related customer communications. • Estimate Storage: Organize and store all project estimates in a searchable database. • Work Order Management: Link work orders to projects, estimates, and invoices for streamlined tracking. Platform-wide Features • Cloud-Based Accessibility: Secure, scala...
I am in need of an English-speaking customer service representative who is proficient in user communication via phone and live chat. Your key responsibilities will include: - Processing customer orders - Managing payments The ideal candidate should be highly skilled in CRM software. Previous experience in a similar role is appreciated. Outstanding problem-solving skills alongside a customer-first approach is a must. Your communication skills, both verbal and written, will contribute to the overall customer experience and reflect our brand image. Your focus will be to assist our customers in a friendly, respectful, and timely manner. Apply if you think this aligns with your skill set.
...Experience with Smart contract integration, Decentralized storage, and Tokenization of assets. - Ability to implement Generative AI and integrate with ChatGPT 4.0. - Proficiency in Third-Party Integrations like CRM, Lead Generation, Social Media, and Slack. - Previous experience with Android and iOS integration will be beneficial. The marketplace should be designed with the following features: - Smart contract integration - Decentralized storage - Tokenization of assets - User-friendly transactions - Implement Generative AI - ChatGPT 4.0 integration - Third-Party Integration like CRM/Lead Generation - Social Media Integration - Slack Integration - Android and iOS integration The target audience for this project is broad and includes: - Individual consumers - Businesses -...
