Crm punët

Pershendetje Ardit, keni eksperience me Suite crm apo Vtiger crm? kam nevoje pernje konfigurim ne lidhje me crm dhe asterisk

...manage the platform. - Tenant: Interface for payments and maintenance requests. - Employee: Task management, scheduling, and payment collection. Key Features: - CRM Component: Manage resident relationships and interactions. - Automations: Set up for payment reminders, maintenance request processing, and tenant onboarding. - Task Management: For employees to track and manage their duties. - Scheduling: Employee scheduling to ensure smooth operations. - Payment Collection: Secure and efficient payment processing for tenants. Ideal Skills and Experience: - Proven experience in developing web-based management software. - Strong knowledge in CRM integration and automation. - Familiarity with task management and scheduling tools. - Strong security protocols for payment process...

...personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I already handle outreach and content; what’s missing is a robust back-office system that can live inside a functioning home. Expect to: • analyse the physical space and recommend layout for desks, files and equipment • choose digital tools (CRM, encrypted storage, task boards) and weave them into one seamless flow • document every step so new team members can be onboarded instantly Acceptance criteria – A visual workflow diagram covering inquiry to case resolution – A written SOP that any volunteer can follow without supervision – A launch checklist ...

...Kixie as Dialer System to automate the process of contacting the distressed homeowners and will be responsible that the 4 pillars check (Motivation, Condition, Timeline, and Price) has passed. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads. Acquisition Manager will have the responsibility of who can take the warm leads that the Lead Manager will add to the Podio CRM and the Acquisition Manager will negotiate with the warm leads into signing a contract and update the Podio CRM so that the team can manually view the qualified leads. All positions will be paid in full each month a salary of $10,000.00 and be given a base salary of $2,500.00 after the few months on the job. Everyone will get paid ...

...messaging to match finance-industry buying cycles, and build a repeatable process that keeps the pipeline full. From day one we will set clear weekly KPIs, align the CRM to those metrics, and create dashboards that make performance transparent. I expect you to design outreach cadences that resonate with finance decision-makers, coach the existing reps on objection handling specific to regulatory concerns, and establish a forecasting rhythm the executive team can trust. Deliverables • A 90-day action plan with milestones • Documented lead-generation and qualification playbooks tailored to finance prospects • Updated CRM workflows and reports showing pipeline movement • End-of-engagement summary highlighting lift in SQLs and closed-won revenue If...

I am migrating to the Zoho Ecosystem and need all setups tailored to my specific needs. I am a US-based compliance training company. The Zoho applications I need help with include: - Zoho One and CRM - 2 Way SMS and Voice - Flow and Creator - Trainer Central - Books - Full Integration between all Apps Additionally, I will need SCORM courses converted to Trainer Central Format. I can look to a different Expert for the Course Migration if necessary. Ideal skills and experience: - Proven expertise in Zoho One, CRM, and complete integration of multiple Zoho apps. - Familiarity with Trainer Central and Zoho Books. - Experience in SCORM course conversion. - Strong project management skills to ensure a seamless setup. Please provide a portfolio showcasing similar projects.

I need an experienced professional who can take full ownership of bringing new franchisees into our network ac...franchisees into our network across India. Your sole focus will be recruitment; training, ongoing support, and performance monitoring are handled by other teams. My preferred channel is face-to-face engagement relevant to our sector. You will identify and convert qualified prospects into signed franchisees. Deliverables I will measure you on: • On-site lead capture reports and follow-up funnels in our CRM. • A minimum number of executed franchise agreements each quarter, agreed upon before kickoff. If you have a proven track record of franchise sales in India, strong event networking skills, and the ability to close deals on the ground, I’m ready to...

...professional opening, gauge the owner's interest in selling, and set a qualified appointment for our acquisitions team. You are NOT negotiating or closing deals — just screening and scheduling. We provide: A curated list of leads with property details and distress indicators Call scripts and talking points (with room for natural conversation) Dialer access with local presence caller ID Call recording and CRM logging Requirements: MUST be based in the United States (non-negotiable) Professional, articulate phone presence — you'll be speaking with property owners, attorneys, and brokers Experience in B2B cold calling, real estate, or commercial sales strongly preferred Comfortable discussing sensitive financial situations (tax liens, foreclosures) with tact ...

I need my customer conversations from WhatsApp Business, RingCentral voice/SMS, and traditional email to flow into a single Zoho CRM workspace. Once everything sits in Zoho, I want an AI layer that can automatically handle common interactions so my team only steps in when a human touch is truly required. Scope of work • Connect WhatsApp Business, RingCentral, and my email domain to Zoho CRM so every new message or call is logged against the correct contact. • Build AI-driven automated responses inside Zoho (using Zoho’s native Zia tools or a third-party NLP engine if you prefer) that can: – Answer routine customer inquiries in real time – Send timely follow-ups when a lead goes quiet – Offer appointment slots and confirm bo...

I'm seeking an experienced Odoo ERP consultant to help design and optimize my ERP blueprint. My goal is to streamline processes across various functions. Key Modules: - Sales - Inventory - HR - Dynamic Reports & Analysis - CRM - Maintenance - SOP Areas of Focus: - Workflow Optimization - Customization Options - Integration of a Buying Module with Odoo 18 Ideal Skills & Experience: - Proven expertise in Odoo ERP implementation - Strong knowledge of the specified modules - Experience in workflow optimization and customization - Familiarity with Odoo 18 and integration of additional modules Your guidance will be crucial in ensuring that I set up a robust and efficient Odoo ERP system tailored to my business needs.

...begins with mapping the ecosystem, short-listing organisations whose platforms, IP, or distribution channels create genuine win–wins, then moving those conversations through to signed MOUs or partnership agreements. I will supply an overview of our solutions, value propositions, and initial target personas. From there, you will: • Build and maintain a qualified partner pipeline inside our HubSpot CRM, complete with decision-makers, next actions, and probability ratings. • Conduct outreach, pitch alignment calls, and negotiate commercial terms that satisfy both parties. • Deliver a concise weekly report summarising progress, obstacles, and next-week objectives. • Present at least three high-potential alliance proposals—complete with projecte...

This campaign focuses on direct phone sales of our consulting ...objections in real time, and keep conversation notes concise in the shared CRM zoho. • Achieve daily and weekly sales targets that we will set together at the start of the project. • Deliver end-of-day call reports so we can track progress and refine messaging quickly. Acceptance criteria • Minimum agreed-upon call volume reached each day. • Conversion rate (sale or booked meeting) meets or exceeds the target we establish before dialing starts. • CRM entries are complete, accurate, and time-stamped for every conversation. All call data, scripts, and closing templates will be supplied. If you already work with VOIP or predictive-dialer tools, feel free to keep using them&mdash...

... Engage with gatekeepers confidently to reach decision-makers. Offer free platform upgrades or trials that showcase top-tier online business solutions. Follow a structured script to handle objections and schedule email follow-ups. Capture lead information and provide feedback to management. Compensation & Tools: Base pay: $2/hour Commission: $150–$500 per closed deal Provided dialer and CRM to manage calls and leads Apply only if you accept this salary structure What We’re Looking For: Strong verbal communication skills and confident phone presence Experience in B2B sales or telemarketing preferred Ability to follow a script while keeping a natural, personable tone Persistence and creativity in navigating gatekeepers to reach business owners Goal-or...

I’m building a straightforward, conversion-focused website to sell my products and services. The layout can stay clean and minimal—no heavy custom features—yet every contact point must feed directly into Zoho CRM so I can trigger email campaigns the moment a visitor submits a form or starts checkout. Beyond the core pages (home, product/service, about, contact, checkout), I need: • Seamless Zoho CRM integration: each enquiry, sign-up or purchase automatically recorded as a lead and added to the correct email campaign list. • Google Analytics installed through GA-4 with enhanced e-commerce and event tracking, so I can measure traffic sources, conversions and campaign performance. • Mobile-responsive design, fast loading, and basic on-p...

...all values (names, phone numbers, email addresses, addresses, etc.) are formatted uniformly. Accuracy is critical, so I will be checking for duplicates and incomplete fields. You are free to rely on functions such as VLOOKUP/XLOOKUP, Power Query, or pivot tools—whatever speeds up the process without compromising quality. When you finish, I expect one tidy .xlsx file ready for import into our CRM plus a short note outlining any assumptions, data issues you encountered, and how you resolved them. If this sounds straightforward to you and you have a track record doing similar Excel-based data entry projects, let’s get started today....

...month you will telephone a list of prospects and existing clients—always other CPA firms—and hold brief, professional conversations aimed at one clear goal: gathering honest feedback on how our current services are performing for them. No travel is required; everything happens by phone at a pace that suits both you and the firms’ schedules. Typical flow • Review the call list I supply in our CRM or a shared spreadsheet. • Reach out, connect with the partner or manager, and have a collegial discussion focused on service satisfaction. • Capture key points, concerns, and any praise, then send me a concise call note so I can follow up internally. What makes this role enjoyable is the respect you will receive from talking accountant-to...

I have a collection of records coming in through online forms that now need to be keyed into our master spreadsheet by hand. Each entry contains roughly 10-15 fields (names, contact details, reference numbers and short notes). Accuracy is critical because the file feeds directly into our CRM, so even a small typo can cause issues downstream. Here is what you will do for me: • Open the shared link to each submitted form. • Copy the information exactly as shown into the matching columns of the Google Sheets template I provide. • Double-check that every required field is filled, flagging any missing or unclear data in the “Comments” column before moving on. • Save your progress at the end of each session so I can monitor completion in real time. Accept...

Sto avviando un progetto di intelligenza artificiale pensato per gestire e ottimizzare i processi di marketing e vendite. Cerco una figura capace di: • Analizzare i dati esistenti (CRM, campagne, fatturato) per individuare pattern rilevanti. • Automatizzare attività ripetitive, come l’invio mirato di e-mail o la profilazione dei lead. • Generare insight in tempo reale che guidino le decisioni commerciali. • Fornire previsioni sull’andamento delle vendite e sull’efficacia delle iniziative di marketing. Mi interessa una soluzione funzionante end-to-end: dal reperimento e pulizia dei dati alla messa in produzione del modello, con dashboard di reportistica chiara e documentazione di utilizzo. Preferisco tecnologie consolidate (Python,...

I run a business that’s ready to scale and I want an experienced Meta Ads specialist to take over my Instagram campaigns with one clear objective: generate quality leads. I already know the audience I want—people whose interests and...including pixel events and conversion tracking • Compelling ad copy and visuals tailored to the interest-based segments we outline together • Ongoing optimisation of bids, audiences, and placements to drive the lowest possible cost per lead • Weekly performance reports with actionable insights and next-step recommendations Success for me means a steady stream of verified leads flowing into my CRM at a sustainable cost, backed by transparent data. If you’ve done this before on Instagram and can show proven resul...

...e-commerce. I’m platform-agnostic—Shopify, WooCommerce or Magento can all work; we’ll choose the one that best fits the project once goals and data flows are mapped out. AI is a must-have, not a nice-to-have. The build should include: • Chatbots that handle common customer queries and hand off smoothly to human support • API-driven features so the site can talk to external services (think inventory, CRM, personalisation) • Automations that reduce manual workload—order routing, email triggers, basic analytics reporting Core expectations • Mobile-first layouts that still look sharp on desktop • Page speed scores that keep shoppers engaged • End-to-end deployment to my preferred hosting or cloud provider • Ligh...

...procesos, metodologías y sistemas de Chili Entregar siempre en plazo (absolutamente innegociable) Requisitos Español fluido o nativo Inglés avanzado (oral y escrito) Residencia en São Paulo o Panama City (preferido) Más de 3 años gestionando cuentas de performance Experiencia comprobada en: Estrategias de retención Remarketing avanzado Tracking, tagging y atribución Integraciones con CRM Optimización continua basada en datos Reporting enfocado en objetivos reales Perfil Ideal Buscamos a alguien que sea: Extremadamente organizado/a Orientado/a a procesos Altamente responsable Meticuloso/a con los detalles Excelente comunicador/a Obsesionado/a con cumplir deadlines Enfocado/a en relaciones de largo...

...media presence with auto-generated posts, simple scheduling and performance tracking. • Proactively search for suitable prospects, initiate outreach, nurture conversations and, where possible, close the deal or book in-person meetings for me to attend. If you’ve worked with tools such as OpenAI, LangChain, Zapier, GPT-powered chat flows or similar stacks and can wire them up to standard email, CRM and social platforms, that’s ideal. Clean, well-documented code and a quick hand-off are important; I want to own and easily extend whatever we build. Deliverables will be accepted when: 1. The website loads on my Hostinger domain with valid SSL. 2. The AI agent can be triggered via a simple web or CLI dashboard and demonstrably completes the three tasks above, ...

...Displayed • Lead Discovery & Prospecting • LinkedIn & Social Media Automation • WhatsApp Chatbot Automation • Inbound & Outbound Sales Automation • Lead Management Infrastructure • ERPNext Lead Management Setup • Business Workflow Automation • GTM Solutions • Staff Recruitment Services • Third-Party Payroll Services 3. Core Features Required • Lead capture forms • WhatsApp integration showcasw • CRM / ERPNext integration showcasw • Recruitment application form • Mobile responsive design • Fast loading and professional UI 4. Integrations Required • WhatsApp Business API show case • ERPNext case • case • Email automation show casw • Google Analytics 5. Delivera...

I need a sharp-minded analyst who can look at my current sales data, dissect our marketing strategy, and pinpoint exactly where untapped revenue is hiding. My top priority is increasing revenue, and I’m convinced the fi...segments. Translate those findings into a clear report that highlights profitable niches, buyer behaviors, and practical adjustments we can make to the existing sales funnel. I’m expecting data-backed recommendations I can hand straight to the team—complete with projected impact, suggested timelines, and any quick-win tactics you spot along the way. If you’re experienced in market intelligence tools, CRM analytics, and storytelling with numbers, your expertise will be put to good use. Let’s examine the numbers, refine the strategy, an...

... The system will serve as a unified platform for: Product Lifecycle Management (PLM&BOM) Product, Brand & Collection Intelligence (Collection & Drop Management, Style Performance Tracking, Sustainability & Compliance (increasingly important) Inventory & Warehouse Management (WMS) Order Management (OMS) B2b login (Retail management) Demand Forecasting & Replenishment Customer & Sales Management (CRM) Finance & Accounting Integration Omnichannel & Fulfillment Intelligence (Retail, DTC, B2B, Wholesale) Analytics, Dashboards & Reporting Product Catalog Management Digital Asset Management (DAM) Dashboards (Marketing, ecommerce, economics, role based dashboards, Product/inventory dashboards, retailers +++) Integrations More details here:

...communication and timely follow-ups, and almost all of that happens over the phone. Day to day you’ll be calling clients to confirm project status, answer quick questions, and schedule the next touch-point. After each conversation I’ll need a brief note logged in our shared CRM so I can see exactly where every account stands. At week’s end a concise summary of any pending issues or upcoming deadlines is enough for me to step in when needed. Deliverables • Phone follow-ups completed on schedule • Clear call notes entered in the CRM within the same day • Friday summary report highlighting open items and risks If you’re comfortable owning the client relationship on calls and can keep immaculate records, let’s talk&mdas...

...communication and timely follow-ups, and almost all of that happens over the phone. Day to day you’ll be calling clients to confirm project status, answer quick questions, and schedule the next touch-point. After each conversation I’ll need a brief note logged in our shared CRM so I can see exactly where every account stands. At week’s end a concise summary of any pending issues or upcoming deadlines is enough for me to step in when needed. Deliverables • Phone follow-ups completed on schedule • Clear call notes entered in the CRM within the same day • Friday summary report highlighting open items and risks If you’re comfortable owning the client relationship on calls and can keep immaculate records, let’s talk&mdas...

...a brief conversation next week to explore how we can support [Target Company]’s capital needs?" Approval Queue: The drafts must NOT be sent automatically. Instead, they need to be pushed into a "Drafts" folder of a dedicated Outlook email account (a look-alike domain to protect my primary inbox). Human Review: I will review the drafts in Outlook, make any final edits, and manually hit "Send." CRM Sync: Once sent from Outlook, the email and any subsequent replies must be automatically logged to the corresponding contact record in HubSpot (via BCC or API). Technical Preferences & Requirements: Stack: Open to solutions using Python, APIs (OpenAI, HubSpot, Microsoft Graph), Zapier, or Make.com. The final product must be reliable and repeatable....

...business-development professional who can step straight into an active pipeline and turn qualified enterprise prospects into signed, revenue-generating deals. The immediate objective is simple and measurable: increase sales volumes with large-scale clients in the Real Estate and Food & Beverage sectors. You will receive a steady flow of warm leads, detailed solution briefs, and full access to our CRM. From there I expect you to run discovery calls, handle objections, craft persuasive proposals, negotiate terms, and push opportunities through to close while documenting every stage of the process. Familiarity with enterprise-grade sales stacks (HubSpot, Salesforce, or similar), contract negotiation, and multi-stakeholder decision cycles is essential. Success will be judged by...

...and generate qualified leads. Responsibilities: • Cold calling international prospects (database will be provided) • Speaking with procurement/import/purchase teams • Introducing our company and product (kaolin) • Booking meetings or generating qualified inquiries • Sending follow-up emails to prospects • LinkedIn outreach and connection building • Maintaining daily reporting in Excel or CRM Target Markets: English-speaking countries such as USA, UK, UAE, Australia, Africa, and others. We Provide: • Verified contact database • Company profile • Product specifications • Email templates • LinkedIn accounts (if required) • Sales script guidance Requirements: • Fluent English (spoken and written)...

...Responsabilidades principales • Prospectar de manera outbound y generar tu propia cartera. • Vender diagnósticos estratégicos con tickets entre USD 1,800 y 2,100. • Perfilar rigurosamente a cada contacto para futuros programas grupales. • Gestionar tu pipeline dentro de nuestro CRM profesional. • Conducir y documentar procesos de cierre multillamada hasta la firma/pago. Lo que tendrás a tu favor • Productos validados y con alto nivel de transformación. • Materiales comerciales completos y capacitación inicial. • Acceso a CRM y soporte continuo. • Esquema de comisión escalable (sin sueldo base): – 10 % por cada venta inicial. – 15 % tras los primeros 10 ...

We are a U.S.-based multi-day international tour operator seeking an experienced Bitrix24 implementation specialist with proven travel/tour industry experience. We require a turnkey CRM setup tailored specifically to the tour sales and operations lifecycle, not a generic hotel CRM configuration. Scope includes: Custom tour-focused sales pipelines Workflow automation (inquiry → booking → payment milestones → pre-departure → alumni) Webhook integration from our booking platform (TourAmigo) into Bitrix24 Role & permission configuration Email automation sequences Reporting dashboards Integration with Google Workspace and social channels Connection to external task management system Staff training and post-launch support Important: Applicants mu...

I’m ready to retire our old GoldMine setup and have every piece of customer information living smoothly inside Zoho CRM. The move must include all contacts along with their names, phone numbers, email addresses, the notes and history attached to each record, plus every custom field we have built over the years. I’ll rely on you to: • Extract the selected data from GoldMine, map it accurately to Zoho’s structure (creating the same custom fields where needed), and import it without duplicates or data loss. • Preserve the relationships so that notes and historical interactions stay linked to the right contact. • Provide a brief mapping sheet and run a post-migration check with me to confirm everything landed in the right place. If you have a...

Markam içi...için Google Ajanda ile senkron, mevcut veya önerilecek bir CRM’e çift yönlü entegrasyon şart. Böylece müşteri etkileşimleri anında takvime düşecek, müşteri kaydı ve takip akışı otomatik ilerleyecek. Beklentilerim 1. Her kanal için doğal dil işleme tabanlı diyalog akışlarının tasarlanması 2. Randevu, takip ve kampanya senaryolarının ortak veri tabanında tutulması 3. Google Calendar ve seçilecek CRM ile güvenilir API bağlantısı 4. Klinik bazlı özelleştirme: dil, promosyon, hizmet seçenekleri 5. Kurulum sonrası test, dokümantasyon ve kısa bir eğitim oturumu Eğer çoklu platform entegrasyonlarında deneyimliysen ve AI destekli müşteri iletişimini uçtan ...

We are looking for a Virtual Assistant! We are a UK-based digital marketing agency looking for a dedicated team member to help us manage client communications. Responsibilities: Replying to messages on social media platforms. Managing CRM data and customer lists. Following scripts to ensure customer satisfaction. General administrative tasks. Requirements: Excellent written English (Casual/Conversational style). Must be available for the Night Shift (US Timezone). Fast internet connection and reliable PC/Laptop. Previous experience in customer support or appointment setting is a plus. How to Apply: (Please fill in the information via the link.) Please fill out this form:

We are looking for an experienced GoHighLevel specialist to build an advanced CRM and automation system for our dental clinic. The goal is to manage patient leads, appointments, follow ups, and retention through a structured automated workflow that improves daily clinic operations. Requirements Full GoHighLevel account architecture and optimization Advanced dental CRM pipeline with patient journey stages Lead tagging, segmentation, and patient categorization Multi calendar appointment booking system Automated confirmations and reminder sequences Missed appointment recovery automation Email and SMS nurture workflows for patients Reactivation campaigns for inactive patients Form and funnel setup for new patient acquisition Two way SMS communication hub for clinic staff Basic p...

Here’s the revised version including that you’re a mortgage company: Job Title: Salesforce CRM Integration & Automation Specialist Job Overview: We are a mortgage company seeking an experienced Salesforce expert to fully integrate, optimize, and automate our CRM system. Our goal is to make Salesforce the central hub for all lead flow, loan tracking, communication, and automation across our business. Scope of Work: Integrate Salesforce with LendingPad (our Loan Origination System) for two-way data syncing, including automated loan status updates and transferring key service provider data into Salesforce contacts. Migrate 300–400 existing leads from Shape Software into Salesforce. Confirm and optimize Nextiva phone integration for click-to-dial functiona...

...everything you do should push our sales numbers upward. You will collaborate with me on strategy, but you will own the day-to-day execution: researching target accounts, crafting concise value-driven pitches, booking meetings, and converting opportunities into recurring revenue. A proven track record of scaling sales pipelines for tech products or services is essential, and familiarity with common CRM and sales-enablement tools (HubSpot, Salesforce, LinkedIn Sales Navigator, ZoomInfo, etc.) will let you hit the ground running. Success here is simple but demanding—sustained month-over-month sales growth. If you thrive on measurable targets and have the discipline to build relationships that stick, I’m ready to work with you....

I want my QuickBooks Online account to run on autopilot through scenarios. Each week the following must happen without manual effort: • Invoicing – pull new billable items from our CRM, generate and send branded invoices from QuickBooks. • Expense tracking – sweep the linked payment gateway, tag incoming charges to the right categories in QuickBooks, and attach any available receipts. • Report generation – compile a summary P&L and cash-flow snapshot, then email the PDF to me and push a copy back to the CRM for the team. The CRM and the payment gateway are already connected to , so you can focus on mapping data fields, setting filters, and building error-handling in the scenarios. Clear, commented documentation of each module...

...inbound/outbound routing for SMS and calls, perform full send/receive testing. 4. Complete Meta/Facebook integration: Connect Facebook Page (including Messenger chats and Lead Ads) to GoHighLevel for automatic lead syncing into contacts, chat workflows, and full conversation handling. 5. Set up email reply/forward routing (custom domain addresses forwarding replies into GHL inbox/conversations for seamless CRM). Also include basic inbound email lead capture & parsing (auto-extract name, contact info, message details from incoming emails such as inquiries or vendor updates, then create/update contacts in GHL – via native features, webhook, or simple Zapier/Pabbly if required). 6. Basic Nextdoor integration: Set up outbound webhook or automated posting from GHL workflo...

I run a CRM that was built entirely on Bubble and now needs a focused round of improvements. My immediate priority is the payment system: I want a one time subscription option configured end-to-end, keeping the door open for monthly, quarterly or annual plans and a free-trial mechanic that I can switch on later. This includes product setup, workflow tweaks, invoicing logic and whatever Stripe or Braintree hooks are required inside Bubble. In parallel, every task created in the CRM has to appear automatically in Google Calendar for the assigned user. I already have a Google account ready; what I need from you is the full OAuth handshake, event-creation workflow and a way to keep edits in sync both ways so users always see the latest due date. Finally, a handful of buttons an...

...múltiples canales (WhatsApp, Instagram, Messenger, correo electrónico, chat web, etc.) para ventas, marketing y soporte. Este rol es ideal para alguien con fuerte enfoque en desarrollo técnico, API, automatizaciones y escalabilidad de soluciones basadas en Respond.io. Responsabilidades Integración y Desarrollo Desarrollar integraciones con APIs de para conectar con otros sistemas (CRM, automatizaciones, webhooks). Implementar flujos automáticos y acciones a través de la API de Respond.io. Colaborar en el diseño y ejecución de soluciones técnicas que mejoren procesos de mensajes, leads y datos. Automatización de Workflows Crear y mantener workflows avanzados para procesos comerciales y de atención...

...- Scenario C caller abandons on a call then later books via the website or another call * Zenbooker is the source of truth for bookings across all channels * When Zenbooker sends a job created webhook regardless of origin, the middleware updates the matching FluentCRM contact to Booked and applies service type tags * Service tags should be permanent so we build purchase history over time CRM segmentation requirement: We want segmentation by service type. - Permanent service tags to apply on every booking * WM Service: TV Mounting * WM Service: Fireplace Mounting * WM Service: Soundbar Install * WM Service: Wire Concealment * WM Service: Power Add On * WM Service: Media Wall * WM Service: Accent Wall * WM Service: Other - Lifecycle tags that can change o...

Chcę uruchomić w mojej mikro firmie prosty, lecz dobrze skonfigurowany CRM oparty na Odoo. System ma wspierać trzy główne obszary działalności: • zarządzanie potencjalnymi klientami, • zarządzanie sprzedażą, • bieżącą obsługę klienta. Nie planuję żadnych integracji z zewnętrznymi narzędziami księgowymi czy e-commerce, więc zależy mi przede wszystkim na poprawnej konfiguracji standardowych modułów Odoo oraz na podstawowym przeszkoleniu zespołu – to nasze pierwsze podejście do tego rozwiązania. Oczekuję: 1. Instalacji i wstępnej konfiguracji Odoo (on-premise lub w chmurze – doradzisz najlepszą opcję). 2. Ustawienia lejka sprzedaży, etapów leadów oraz prostych automatyzacji (np. przypomnienia follow-up, powia...

Buy a readymade CRM Telecom Software consist of order management system, which goes through phase of order creation -> resource -> provisioning -> billing -> completed Have put not put actual amount of software. Need with Sales force and Spring boot

...Follow-Up & Appointment Booking Project Description: I am a busy Realtor looking for a reliable and professional Virtual Assistant to help manage and follow up with incoming leads from my CRM. I receive a high volume of real estate inquiries and need someone who can confidently handle outbound calls, nurture leads, and book qualified appointments directly into my calendar. Responsibilities: Call new and existing leads from my CRM Follow up consistently with warm and cold leads Qualify buyers and sellers based on basic criteria Book appointments for property showings or consultations Update CRM notes after each interaction Maintain organized tracking of conversations and follow-ups Respond to basic SMS or WhatsApp messages if required Requirements: E...

...nutrir y cerrar la venta. Responsabilidades Contactar y validar leads prefiltrados Calificación estratégica del prospecto Agendamiento de llamadas cuando corresponda Ejecución de llamadas de venta consultiva Gestión completa del proceso comercial (setter + closer) Seguimiento estructurado y manejo de objeciones Registro preciso y actualizado en CRM Cumplimiento de metas comerciales Competencias técnicas obligatorias Manejo ágil y profesional de CRM Capacidad de registrar información en tiempo real durante llamadas Uso fluido de Excel para seguimiento y control de métricas Gestión organizada de agenda con Google Calendar Dominio de Zoom para reuniones comerciales Habilidad para trabajar con múltiples ...

Eu possuo um agente do GPT que filtra meus clientes, pedindo nome, número de viajantes, datas, idades e destino. Quero criar um segundo agente GPT (um agente de turismo) que recebe desse primeiro agente, faz a cotação da viagem pela API do meu fornecedor de turismo, traz a cotação em formato de texto e envia ao cliente, utilize as respostas rápidas do Fredy (plataforma para whatsapp com CRM onde recebemos as mensagens do whatsapp e respondemos os clientes) para envio de textos, áudios e imagens e vídeos para compor o orçamento e convencê-lo da compra. Após isso quero que faça follow up e atendimento até que o cliente queira contratar ou desista da compra. Quero ainda que ao decidir, ele pe&cced...

I need a live, end-to-end lead-generation funnel built in ManyChat. Cold visitors should ...the landing/email-capture step, and hook the whole thing to my email service so new subscribers arrive in my list instantly. After building, run test leads through, fix any snags, and then hand over clear notes so I can refine messaging later. Deliverables • Fully scripted ManyChat flow (welcome → qualification → email capture) • Branded landing/email-capture page linked to the flow • Email/CRM integration and real-time notifications • End-to-end testing with proof screenshots • Quick handover guide or video walkthrough All assets, integrations, and tracking must be live and functional before sign-off. Access details and brand guidelines will b...