Crm project template punët
Pershendetje Ardit, keni eksperience me Suite crm apo Vtiger crm? kam nevoje pernje konfigurim ne lidhje me crm dhe asterisk
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...Microsoft Word Form document (tables filling 2 pages) that I'd like converted into a webpage form that users can interact with. The form will be used to enter essential information to properties by our data entry operators. This will be one (1) html page only, no backend development necessary (php receiving the form optional, see below). „Nice Admin“-Template must be used: Project Requirements: - Convert Microsoft Word Document (2 pages) to Web Form: Transform the content and layout of the Word document into a web-based form. - Responsive Design: Ensure the form is fully responsive and looks great on all devices (desktop, tablet, and mobile). - Form Fields: Create all necessary form fields as outlined in the Word document, including
I'm looking for help with a professional writing for a business loan application forms to fill in and ...the question and write a user-friendly loan application form for high success rate. - there are 2 forms to fill in 1- Business plan template 2- cash flow template, they are in Microsoft excell file, once filled in just save and return to me so it is ready for the application upload. Ideal freelancer will have: - Proven experience in English literature - Strong understanding of business planning and growth. The application form is an essential part of the loan application process, with few questions which asks how the business growth and planning , once is written I can review for the final outcome. ,If you have the right skills to deliver this project...
...and build rapport over the phone. Understanding Client Needs: You'll have a knack for uncovering a client's vision and translating that into actionable website goals. Selling Solutions: You'll present our web design packages with confidence, highlighting the value we bring to their business. Closing the Deal: You'll guide clients through the sales process, securing their commitment to a website project. We offer: Uncapped Earning Potential: Earn a generous commission of $200-$500 for every website you sell. There's no limit to your income, so the more you hustle, the more you get rewarded! How is your pay calculated? Once You have the ball rolling, If you make 100-200 calls a day and get have very low success rate at around 2 interested business owner p...
...Gym's Name - Gym's Website Ideal candidates for this job are experienced data miners and researchers. Having a good understanding of the Fitness industry would be beneficial. Strong attention to detail is paramount, ensuring accuracy in data collection and entry. Additionally, demonstrating respect for privacy laws and guidelines, including GDPR, is essential. Experience with spreadsheets and CRM systems would be advantageous. Gyms must be privately owned only, non franchise. Offer Personal Training. Boutique Exclude: Category - Fitness Equipment Category - Community Health Centres & Services Category - Community Health Centres Category - Fitness Instructor Courses Mentions of - Gov Mentions of - Council Mentions of - Leisure Centre Mentions of - Aquatic Centre...
...integrate a Dental CRM software and Voiceflow. Here's what I need: - Integration with Dental CRM: I want the patient data in the CRM to be synchronized with the chatbot we're building. - Integration with Voiceflow (chatbot builder): This part is slightly more complex. I need an integration that allows for booking and managing appointments, authorisation, as well as the ability to retrieve or create patient profiles. The goal is to build a chatbot that visitors to the website can interact with to book, reschedule, or cancel appointments. Automated messages to confirm changes will also be needed either through SMS or email. Ideal candidates will have experience in API integration, especially with CRM and chatbot builders like Voiceflow or Botpre...
I'm in need of a professional who can create a CRM system that's specifically aimed at automating our sales process. Furthermore, this system should be integrated with various marketing management features as detailed below. To ensure seamless operations, the CRM system should be able to integrate with a third-party app via API. Key responsibilities include: - Building a CRM system that focuses primarily on sales process automation - Ensuring the CRM system is well integrated with Email marketing, Social media campaign management, and SMS marketing - Seamless integration with a third-party app through an API Ideal skills and experience: - Proficient in CRM development, with a particular focus on automation - Strong background in Email market...
As part of an ongoing cold email outreach projet, I am looking to effectively move information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead sta...information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead statut to Airtable There is around 3K leads. Ideal freelancers will possess a solid understanding of cold outreach, sales funnel and ...
I'm in need of a skilled developer who can integrate Stripe payment into our current CRM system, which has an open API. The main function of the integration will be to track payments. Key Responsibilities: - Integrate Stripe payment system into our CRM - Ensure seamless payment tracking functionality - Testing the integration to ensure it's functioning correctly - Provide documentation on how to use the integration Ideal Skills and Experience: - Proficient in using Stripe APIs - Experienced in integrating payment systems into existing systems - Familiar with CRM systems and how they interact with external APIs - Strong problem-solving skills and attention to detail If you possess these skills and have prior experience in similar projects, I'd love to ...
...aesthetic should be simple yet captivating, mainly focusing on blue, white, and black palettes. Watermarked images are encouraged. Posts will be focused heavily on photos. I have attached some examples below as well as our company name and graphic to possibly be included on posts. We would like to have an overall theme for every post. Key Elements: - Despite the user not selecting any specific template designs, your creative acumen to propose a diverse mix of templates is welcome. - The templates should effectively communicate our company's values and mission, depict the benefits of our products and services, and provide industry insights and education. - Keep in mind that these templates need to cater to a varied audience; general public, industry professionals, and potent...
I'm in need of someone to assist me with my job search, primarily by reaching out to recruiters and hirin...available if job is secured** discussed during interview - Track job applications and other information via google spreadsheet template I created Ideal Candidate: - Proficient in resume writing, LinkedIn profile enhancement, and cover letter customization. - Familiarity with job search strategies and recruitment processes. - Excellent communication skills, particularly in writing compelling and professional messages. - Previous experience in job search assistance and recruiter outreach will be highly valued. - Proactive and self-driven personality, with the ability to work independently towards achieving set goals. Please let me know if you can assist me with this p...
...Vtiger CRM para unirse a nuestro equipo. El candidato ideal deberá tener amplia experiencia en la implementación, configuración y personalización de Vtiger CRM para satisfacer las necesidades de nuestros clientes. Será responsable de colaborar en el diseño, desarrollo e implementación de soluciones basadas en Vtiger CRM, así como de brindar soporte técnico y capacitación a los usuarios. Responsabilidades: - Implementar, configurar y personalizar Vtiger CRM según las necesidades de los clientes. - Colaborar en el diseño y desarrollo de soluciones basadas en Vtiger CRM. - Brindar soporte técnico a los usuarios y resolver incidencias. - Realizar capacitaciones sobr...
...simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tracking and Reimbursement: Record transportation details (departure, arrival, quantity of commodities) for each shipment. Calculate reimbursement amounts based on sales and freight costs. Automated reconciliation ensures accurate financial records. Automated Reporting System: Generate real-time reports on: Freight expenses Commodity...
Necessito que seja criada uma aplicação em angular. Não terá backend e sim apenas a construção do template em html. Já existe uma aplicação no ar, quero uma copia dessa aplicação em angular. A primeira tela segue em anexo e as demais passo após fechar.
I need a modern logo and business card design template for my business "Peak Point Branding". - I prefer the colors blue, green, and white for both the logo and the business card. I like light shades of these colors. - The style and theme of the design should be modern. - The target audience for my business are professionals. Ideal Skills and Experience: - Graphic Design: You should have experience in designing modern, professional logos and business cards. - Understanding of Color Psychology: Knowledge of how different colors can influence the audience is a plus. - Branding Experience: Experience designing for professional target audiences will be highly valued. Please make sure to provide a portfolio of your design work, particularly any previous examples of modern...
...business. Key Deliverables: - Brand colors and fonts - Logo design concept - Logo Variations (dark, light, transparent background, etc) - Favicon - Typography **Scope of Work:** - The design should be elegant and sophisticated, reflecting the premium nature of my brand. - The kit will be used across various platforms, including the website and social media pages. - We have the basic design template for the main logo, and will attach the file - We also need one additional image created that will be the front label of our product named "Goddesses Nectar" The ideal candidate should have: - Proven experience in branding and logo design, preferably within the sophisticated style - Strong understanding of color theory and typography - Ability to work with brand guidelin...
I'm in need of a talented and experienced email template designer who can create a series of 6-10 templates for me. These templates will be used for a variety of purposes, including marketing campaigns, transactional notifications, and newsletters. Key requirements include: - Designing a total of 6-10 email templates - Creating templates that are visually appealing and on-brand - Ensuring the templates are responsive and compatible with Campaign Monitor - Incorporating elements that drive engagement, such as clear call-to-action buttons and concise yet impactful content Ideal candidates should have: - Demonstrable experience in designing email templates - A strong portfolio of past work, preferably including templates for marketing, transactional, and newsletter purposes - P...
Gestion de leads, campañas automatizadas de whatsapp y email marketing. Generación de plantillas HTML para email y landing pages con IA (chatgpt) Html Builder para edición de plantillas Creación de plantillas de mensajes de whatsapp con api de meta whatsapp. Calendarización de envíos. Automatización de mensajes de whatsapp Calendario de correos y whatsapps. Embudo de ventas (creación de landings, listas de contacto) Seguimiento de leads (envío de email personalizado o whatsapp) Cambio de status de los leads Configuración de Agentes Virtuales con whatsapp. Almacenamiento de archivos en Azure Storage Ya existe una base de modulos y código en github
As a tax accounting firm, we need a modern and minimalist brochure/front page template created on Canva. This design will be a vital part of our client communications, underlining our commitment to transparency and professional service. Key Features: - The template needs to have individual fields for 'Client Name', 'Financial Summary', and 'Tax Advice Tips' & a 'performance graph'. - The design should embody a modern and minimalist aesthetic, reflecting our firm's expertise and reliable standing. - We would want the content creator to assist in creating the content. Then we would want generic fields or a pivot table to input data that then flows to the brochure/template. So that each client receives a personalis...
I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenera...personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already o...
I'm in need of a developer in United States who has experience working with the 'Get ...in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellen...
...cartoonish art style. - Each card template should include: - A designated area for a character portrait. This should be distinct and easily distinguishable from the other elements on the card. - A section to display the character's stats. These stats should be prominent and easily readable. This area should only need space for 2 numbers. - An area for the character's abilities. This text section should be carefully designed to make the abilities stand out. Ideal candidates should have experience in: - Designing for trading card games, preferably in the fantasy genre. - Proficiency in cartoonish art styles. - Creating visually distinct and easily readable card layouts. I'm looking for someone who can bring a fresh, creative perspective to this project...
I have less than 100 pages of handwritten medical notes that I need transcribed into a custom template. This project is urgent, and I require the completed transcription in less than a week. Please read this entire ad before replying. NOT FOR AUTOMATED - hand transcribing job. Key Requirements: - Transcription of less than 100 pages of handwritten medical notes and computer printouts. - Custom template formatting (specific layout or structure) - Urgent turnaround time of less than a week Ideal Skills and Experience: - Experience in medical transcription to ensure accuracy and understanding of terminology - Proficiency in creating and working with custom templates - Ability to work under pressure and meet tight deadlines So that I know you are a real person and rea...
I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.
We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. Responsibilities: Collaborate with our CRM team to understand our current processes and requirements. Conduct thorough research and gather necessary information. Write detailed, step-by-step instructions and guidelines for various CRM processes. Ensure documentation is easy to understand and follow for both new and experienced users. Organize and structure the content logically for efficient reference. Maintain con...
...focus of this project is to take a normal CV / Resume and format it into our company format. It's quite a simple process, populated some fields, removing personal details and then coping the rest of the text into our format. We would want to be able for the AI to use the template we create and it check it each time to make sure we havent updated anything. We would drop the resume / CV into one folder then it would be added to another folder formatted. Ideal Skills and Experience: - Strong background in AI and Machine Learning - Experience in NLP and chatbot development - Proficiency in creating customizable sections for user-friendly interfaces - Understanding of how to analyze user's skills for personalized output Key Deliverables: - Implementation of an au...
I'm in need of a skilled developer who can create a chatbot SaaS platform. ...easily adaptable and integrable for both educational institutions and businesses. - AI-powered Chatbot: The chatbot should be equipped with AI capabilities to facilitate efficient and effective customer service. - Integration Capabilities: The chatbot should seamlessly integrate with CRM software for customer management and live chat support. Ideal Skills: - Proficiency in chatbot development, particularly SaaS platforms. - Expertise in AI and machine learning to deliver an AI-powered chatbot. - Experience with CRM software and live chat support integration. Your input will be crucial in creating an impactful solution for enhancing customer support. Please include your relevant experience and...
Company Overview: We specialize in providing innovative automation solutions for small businesses, including CRM, marketing automation, graphic design, and print solutions. Our goal is to streamline operations and drive growth with smart, reliable, and professional tools. Design Guidelines: Concept and Style: Modern and Professional: The logo should reflect a contemporary and professional look. Innovative and Smart: Emphasize the innovative and intelligent nature of our automation solutions. Fluidity and Flow: Incorporate elements that suggest smooth operations and efficiency. Color Palette: Primary colors: Consider using blues, greens, or grays to convey trust, innovation, and reliability. Accent colors: Orange or silver can be used as accent colors to add vibrancy and modernity...
Hi Faisal F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
...robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneously. - Integrate a basic CRM to manage and search client information efficiently. - Ensure the system can support a minimum of 10 representatives. - Provide the capability to...
I need to be able to create realistic tablecloth images on a table from flat images of the patterns. - Create a render template for realistic tablecloths which can be edited to change the pattern. - 2 shapes are required - rectangular and round - Ideally the table will be in a replaceable kitchen background environment - Finished image should be 4000x4000px allowing for zoom crops to be taken. - Example shape styles are attached
I need a skilled developer to help customize the Foodyman template for a variety of platforms. Key Details: - **Platforms**: The customization is needed for Android, iOS, and Web. The goal is to ensure a uniform, pleasant user experience across all these platforms. **Experience and Skills**: - **Proficiency with the Foodyman Template**: Experience with the Foodyman template will be a major asset, and A STRICT REQUIREMENT.
I'm in need of a skilled WordPress plugin developer who can create a Wo...in need of a skilled WordPress plugin developer who can create a WordPress plugin for me. The plugin will be used to integrate Gravity Forms with our custom SaaS CRM. Key Requirements: - Integration of Gravity Forms with a custom SaaS CRM: The plugin should seamlessly connect the data collected from Gravity Forms to our custom CRM system - Urgent Timeline: I need this project done ASAP, so I'm looking for someone who can commit to this timeline Ideal Skills and Experience: - Proven experience in WordPress plugin development - Strong knowledge in integrating WordPress with external systems - Familiarity with Gravity Forms and CRM systems. It's beneficial if you have...
We have a Figma design for a Shopify homepage that we need to turn into a Liquid template. If you're an expert in Shopify themes and web design please share your previous work so we can know if you're a good fit for us.
I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization and efficiency improvements -...
...pleasing site template for my SharePoint online platform. My site is ready, just need to create a template that can be available when I click new site in SharePoint admin centre Please see link below The primary features required for the template include: - Collaboration tools implementation: I would like the site template to have features that facilitate team collaboration such as chat functionality, task management, and calendar integration. - Branding: The template should reflect my brand identity by incorporating my logo and color scheme. In terms of site template preference, I would like the developer to create a template that can be used for both team and communication purposes. Ideal candidates for this project sh...
Currently, I'm using Fluent as my email service provider and need a professional to automate our newsletter and welcome emails. We're a small company with less than 1000 subscribers, looking to improve engagement. Desired Skills: • Fluent CRM proficiency • Email marketing expertise • Experience with automation of newsletters and welcome emails Responsibilities: • Setting up automation for newsletter and welcome emails • Training our team on how to maintain and update these automated systems Only serious freelancers with solid references are encouraged to bid. Please include evidence of similar projects undertaken in your proposal.
I'm in need of a skilled designer who can create a set of Notion templates, with a focus on project management. Key Customization Points: - **Fonts and Typography:** The templates should reflect both a professional and engaging aesthetic. - **Color Palette Customization:** A harmonious and visually appealing color scheme is essential. - **Layout and Structure Customization:** The templates should be organized and intuitive to navigate, making project management more efficient and less cluttered. The primary users of these templates will be for individuals and potentially teams within organizations. Ideal Skills and Experience: - Proven experience designing Notion templates, specifically for project management. - Strong eye for design and detail, able to crea...
I have an existing WordPress template which needs to be updated with a variety of new content. This includes text, images, and videos. Here are the specifics: - **Text Content:** The template will need 6-10 pages of new text content integrated. - **Images:** We have our own pictures and these need to be incorporated throughout the site. No stock images or custom graphics are required. - **Videos:** There are a few videos that need to be added to the site, which are ready to be uploaded. I require an experienced WordPress developer who can efficiently handle this content integration. The ideal candidate will also be able to ensure that the content is well integrated with the existing layout and design of the template. Previous work examples are appreciated.
I need someone to enter 500 purchase invoices into an Excel spreadsheet. I will provide a template for the format. The invoices will be sent to you as digital files through a cloud service, which you'll use to input the basic details like date, vendor, and amount. Ideal Skills and Experience: - Proficiency in Excel for accurate data entry - Experience in processing financial documents - Attention to detail to ensure data accuracy - Ability to handle sensitive financial information with confidentiality - Familiarity with using cloud services for file management Please let me know your experience with similar projects and how you plan to ensure the quality and efficiency of the data entry process.
Develop an WhatsApp bot to sell to our clients, based in IA chat and voice like Twillo, with Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER CALLS DETECT FROM AND Customer or not. 3 Hello Mr (name of the client) , how are you? 4. Hello, we have verified that you are not yet our Client 5 . What do you intend. 6. Speak to Our Commercial Department: Technical department Another subjects. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.
We are converting our website from this... To this, using this template... We will provide all the assets and graphics. This template is a simple html bootstrap. We do NOT want it converted to Wordpress,
We are seeking an experienced website des...based on a PHP platform. - File delivery HTML based on Bootsrap template. Ideal skills for this project include: - Proficiency in website design with a strong portfolio showcasing similar projects - Excellent understanding of user experience and interface design - Experience in e-commerce website development, particularly with payment gateway integration - Knowledge of SEO best practices to ensure high visibility for our target audience. Proposal Submission: Important note: Before the project is handed over to you and discussed, Please submit an initial design concept or a sample idea that reflects your vision for the website along with your proposal. This will help us evaluate your understanding and approach towards t...
I'm looking for a highly skilled developer to construct a well-integrated business portal for me, which includes website and apps for both Android and iOS. The portal should be able to efficiently enhance productivity and streamline business processes. Crucial components to be developed include: - Customer Relationship Management (CRM) with key features such as contact management, sales forecasting, and lead management. - Enterprise Resource Planning (ERP) with essential functions such as inventory management, order management, and supply chain management. - Financial and taxation modules. - Human resources and marketing modules. - Service and productivity modules. An ideal person for this job should have: - Proven experience in creating and managing business portals with ...
My company is looking for a versatile and experienced team to handle an array of tasks related to our WordPress website, social media, and lead generation. The ideal te...Website:** - Designing and creating web pages - Adding and managing content - Optimizing website performance - **Social Media and Digital Media:** - Posting videos and content on Instagram, Facebook, LinkedIn, and Ticktok - Engaging with the audience - Implementing effective strategies for lead generation - **CRM Management:** - Proficient in Odoo CRM - Maintenance and regular updates - **IT Matters:** - Handling all IT-related matters for our business The project needs to be completed on an ASAP basis. The team we're looking for should be able to deliver high-quality work p...
...instance of the OWASP WebGoat running in AWS that is internet facing. To be successful the deployment must be: * Entirely automated using CloudFormation and bash scripts. * The landing page must be a public page protected with a username/password authentication block, this should rely upon CloudFront to perform authentication. The username and password should be configurable in the CloudFormation template. The landing page can be simple HTML that displays the username input, password input and login button. * A user friendly domain name should be configured via Route53 that is configurable in CloudFormation. The domain name can be provided if required. Obviously a AWS TLS1.3 PKI certificate is also required. * Behind the landing page is WebGoat running as Docker container. The ...
I'm seeking a creative and talented gra...seeking a creative and talented graphic designer to craft a modern logo that reflects my brand. Key Project Details: - Design Style: Modern - Usage: Primarily online (websites, social media) and occasionally in print (business cards, flyers) - Color Preferences: Bright and vibrant Ideal Skills and Experience: - Proficiency in modern logo design - Strong understanding of online and print design principles - Ability to work with bright and vibrant color schemes - Past experience with creating logos that are versatile across multiple mediums Please include a link to your logo design portfolio in your proposal. Looking forward to seeing your unique and innovative ideas! logo is for an CRM Application called Digital Glide ( websi...
