Suger crm addons workflowKazi

...Framework. Content Development: Write a detailed guide that encompasses business strategies, marketing tactics, and sales techniques related to cloud adoption. This needs to be deep and detailed. Framework Parsing: Break down the framework into a structured, easy-to-follow product/playbook. Ideal Candidate: Technical Writing Expertise: Proven experience in technical writing, particularly in workflow and processes. Cloud Engineering Proficiency: Strong understanding of cloud engineering, with a focus on Azure and the Microsoft Cloud Adoption Framework. Communication Skills: Excellent writing and communication skills, with the ability to convey complex concepts clearly. Design Skills: Experience with graphic design and layout tools is a plus. Deliverables: A comprehens...

I'm in need of a Verilog expert proficient with Quartus Prime Toolchain. Key Requirements: - Professional with Verilog: Need someone experienced in designing digital circuits and implementing sp...Requirements: - Professional with Verilog: Need someone experienced in designing digital circuits and implementing specific functionalities using Verilog. - Proficiency with Quartus Prime: Familiarity with the Quartus Prime Toolchain is a must. I need to design, simulate, implement and test a digital circuit using the Quartus Prime toolchain as per the specifications I will provide and demonstrate the workflow when using the Verilog HDL to construct a design for a physical Field Programmable Gate Array (FPGA) target. Please apply if you have the required expertise. No teams or co...

I'm seeking a telemarketing professional to assist me in generating quality sales leads for my commercial building cleaning services. Key Responsibilities: - Conducting outbound calls to businesses within the commercial building cleaning services se...effectively communicating the value of our services - Qualifying leads and setting up appointments for our sales team Ideal Skills and Experience: - Proven experience in telemarketing and lead generation, particularly in the B2B space - Excellent communication and negotiation skills - Familiarity with the commercial cleaning industry would be an advantage - Ability to work towards targets and manage a CRM sales pipeline This project is vital for our business growth and I'm looking for a dedicated professional to assist i...

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...

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.

As the main user of a system integrated with Google Sheets and Zapier, I'm currently grappling with some performance issues. Concretely, there's a challenge with incorrect data output from our automated data and workflow program. I'm seeking an expert to: • Conduct a thorough audit and maintenance of our data-entry automation and workflows • Identify the root cause of the inconsistent output, and provide tailored solutions • Enhance the reliability of the system overall to prevent any future issues. Presenting a solid proficiency in Google Sheets, Zapier, and workflow optimization, your skills will indeed come in handy for the successful troubleshooting, rectification and enhancement of the system. Efficiency and a keen eye to detail will prove...

...sophisticated website with E-commerce functionality. Key Requirements: 1. Wix online course setup 2. Membership site setup on Wix 3. Wix full website creation 4. Course Landing page design 5. Membership restriction page 6. Course upload 7. Course thumbnails design 8. Section and step setup properly 9. Course booking 10. Wix sales funnel 11. Check out page customization 12. Email design, email series, workflow, and automation 13. Setup public, Private, and secret course 14. Form, survey, Quiz, Poll, and Questionnaire 15. Design 4 Badge for each Course to assign to student base on the course they attend 16. Wix course drip 17. Payment Gateway integration 18. Domain integration Please Note: - Content and Imagery: I will be providing all the content and imagery for the website. ...

...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 remain pending. - Payment Tracking: Expert in ...

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 for a skilled 1C developer who can assist with a comprehensive set of tasks related to my 1C:Enterprise 8.2 v system. Main Tasks: * Customizing the existing software * Developing new modules * Integration of the 1C with other systems Indu...in this sector will be advantageous. Ideal Experience and Skills: * Extensive knowledge and understanding of 1C:Enterprise 8.2 * Proven experience in customizing and upgrading 1C:Enterprise software * Prior experience in creating and launching new modules * Ability to successfully integrate 1C with other systems, ensuring seamless transition and function. * Knowledge of the specific needs and workflow of the retail and wholesale industry. Please share your portfolio of previous work highlighting relevant experience and out...

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 ...

...experience in creating promotional content - Understanding of adult audience preferences and visual aesthetics - Ability to deliver high-quality work within a specified timeframe If you have a portfolio that showcases your previous 3D promotional videos, that would be an additional asset. I'm looking to hire someone who can deliver exceptional quality and drive the promotional message effectively. Workflow: In the video, we need wall with maybe 20 lockers like in an office. All lockers have a number and a qr code. That is also a small green or red light visible with 5 mm diameter (available or occupied) The user open the app in the phone and scans the q r code Of an available locker with a green light. He Press the bottom lock in the app, Opens The door put a bag insi...

I am looking for a capable freelancer to assist me in the administration of my project, specifically focusing on project scheduling and coordination. Key Responsibilities: - Efficiently schedule project tasks, ensuring timelines are kept. - Coordinate with various team members and stakeholders to ensure smooth workflow. Ideal Skills: - Strong organizational and time management skills. - Proficiency in project management and coordination. - Excellent communication and interpersonal capabilities.

I'm looking for an experienced developer to create an interface between our laboratory management application and our laboratory automation system, specifically System A. This project aims to streamline our workflow by: - Automatically retrieving test results from System A. - Saving these results directly into our management software. The ideal candidate will possess proficiency in middleware development or previous experience integrating disparate systems, preferably in a lab setting. Here are the specific tasks: - Develop an API or similar interface for System A to communicate with our lab management software. - Ensure that the retrieved test results are accurately pulled from System A. - Format the retrieved data into JSON before it's saved into our management so...

...Integrations**: Require your support in: * Data integration: Ensuring 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 ...

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 4) gitlab 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

I'm seeking to build a comprehensive Pension Fund Administrative Management System tailored for my fund with 500 members. The system should incorporate the following key features and functionalities: - Workflow Tracking: The system should be capable of monitoring and managing internal workflows, ensuring tasks are assigned to specific users, with set deadlines and progress tracking. - Contribution Tracking: The system should accurately record and manage the contributions made by each member. - Investment Tracking: The system should include a functionality that tracks the investments made by the fund. In addition to the above, the system should have a Loan Management Module that allows the fund to offer loans to its members. The Loan Management Module should include: - Online...

Vanakkam Editing Enthusiastic, I hope this message finds you well. I'm reaching out because I'm in search of a talented YouTube editor based in Bangalore for a Tamil cooking channel who knows Tamil language both read and write. Here's a b...read and write. Here's a brief overview of what I'm looking for: Experience in editing cooking videos, particularly Tamil cuisine. Proficiency in latest video editing software and AI tools. Ability to add subtitles in both Tamil and English. Creativity in enhancing video quality and engagement. If this opportunity interests you, I'd love to discuss further details, including compensation and workflow. Feel free to reach out if you have any questions or if you'd like to see samples of our content. Looking f...

I'm in search of a talented copywriter to help me develop the content for my website. The tone I'm aiming for is quirky and fun. Key Responsibilities: - Creating engaging and original website copy - Ensuring all content is in line with the quirky and fun tone of voice Requirements: - Proven experience in writing website copy - Portfolio of work showcasing your ability to write in a quir...website copy - Ensuring all content is in line with the quirky and fun tone of voice Requirements: - Proven experience in writing website copy - Portfolio of work showcasing your ability to write in a quirky and fun tone - Ability to deliver high-quality work in a timely manner The project has no strict deadline, but I am seeking someone who can commit to regular communication and a consist...

Hello, We are F12Design, a platform where customers and designers come together and collaborate on graphic design projects. We would like to build an interactive dashboard to make the workflow simple and effective. Here are a few things on our mind: Languages - (Please free to suggest your own) Backend - PHP, jQuery, and SQL Frontend - HTML, CSS, and JavaScript For Real-time Demo/Example - Please sign up for and check their dashboard ########################################################## Social Login/Create account (Separate customer and Designer Login) ########################################################### Customer Dashboard Order Handling -------------- Past Orders Order Requirements (Quiz* and additional comments) Order Updates Order Delivery Date Order Tracking

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 a...team collaboration. 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 set...

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 seeking a skilled and knowledgeable freelancer who is proficient in building Minecraft mod addons. My project requires a uniquely tailored addon that augments the Superhero Mod Palladium in Minecraft. Key Features: • Hero Customization: The addon needs to accommodate custom made superheroes with a variety of abilities. This will call for a substantial understanding of crafting unique mechanisms in Minecraft mods. • Minecraft Skindex Integration: The appearance of the customized superheroes needs to be streamlined with Minecraft Skindex. Proficiency in working with Minecraft Skindex for armor customization is crucial. • Suit Builder and Injection Maker: Game alteration capability to include a suit builder and injection maker is desired. These features will he...

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 seeking a talented data scientist specializing in ship engine assembly to ...line. - **Reliability**: Assess the reliability of our ship engine assembly. Process Insights: - **Workflow Optimization:** Provide insights and recommendations on how we can optimize our workflow for better efficiency and productivity. - Collect datasets for llmRAG and embedding vector database - You should choose the models for llms and RAG and frameworks Ideal Skills: - Proven experience in data science, particularly in the manufacturing industry with a focus on ship engine assembly. - Proficient in analyzing and interpreting efficiency, performance, and reliability metrics. - Excellent at providing actionable insights for process optimization. - Understanding of ship engine assembly ...

I am seeking a developer experienced in Apache NiFi to create a workflow pipeline. This will involve converting and integrating data into MySQL. Key Requirements: - Proficiency in Apache NiFi: You must have a solid understanding of the platform to develop efficient and reliable data conversion workflows. - MySQL Integration: Experience in integrating data with MySQL is essential. - Data Conversion: You will be responsible for converting the data - previous experience in this area is highly desirable. Please note the following: - The type and source of data to be converted is not yet defined. - The triggering mechanism and frequency of workflow runs are also pending. Ideal Skills: - Proficient in Apache NiFi - Strong MySQL Integration skills - Previous experience in data co...

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...

...integrated seamlessly into our existing Salesforce platform. - Workflow automation: Our goal is to streamline as many of our business processes as possible. Your role will be to identify areas that can be automated and implement these changes effectively. - Integration with other systems: This is a critical part of the project as we rely on multiple systems across our organisation. You will need to have experience integrating Salesforce with other platforms in order to ensure consistent data flow and functionality. Ideal Skills and Experience: - Proven experience working with Salesforce Enterprise edition - Strong understanding of Salesforce customisation, including the creation of custom objects and fields - Extensive experience with workflow automation within Salesforce...

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...

I need assistance to effectively integrate a post form into my project. The form should be skillfully designed to send data to a MySQL database, and to handle CRUD operations. Key Requirements: - Collaborate with me to understand the form's workflow and user interaction. - Skillfully implement the form to effectively send user data to a MySQL database. - Ensure the form is able to perform Create, Read, Update and Delete operations, where necessary. Ideal Skills: - Proficiency in form implementation. - Strong experience with MySQL databases. - Good understanding of web project workflows. Your bid should demonstrate your understanding of the requirements and provide a clear strategy for how you intend to approach this project.

As we ai...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 the setup aligns with their workflow, potentially considerin...

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.

I'm seeking an experienced consultant adept at various aspects of personal automation. These include: - Task management: Your expertise should cover automation of task scheduling, prioritization and reminders. - Financial management: I require automation for my finances, specifically tracking my budget and investments. - File Workflow and project management automation. - Setting up all digital systems to be reflective and assisting to having a second brain with at all times. Specifically i am looking for someone with a real skill and passion and experience in setting up digital automation to make life productivity 10X If you have prior experience in these domains, please apply. The ideal candidate is one who excels in streamlining processes to simplify life.

...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 -...

I'm in need of a skilled freelancer to set up a Smartsheet for my team. Our primary aim is to leverage real-time collaboration features to enhance our workflow. Key Requirements: - Incorporate task management: Ensure the sheet is structured for managing tasks, deadlines, and priorities effectively. - Enable collaboration and sharing: Set up the sheet to allow seamless sharing and collaboration among less than 10 users. Prioritize privacy and permission settings. - Reporting and analytics: Integrate necessary reporting and analytics tools to help us track progress, performance, and efficiency. Skills and Experience: - Proficient in Smartsheet: Should have prior experience in setting up Smartsheets for teams and projects. - Real-time Collaboration: Understands how to leverage S...

I'm seeking an Airtable expert to assist me with a number of tasks, including data entry and organization, building custom workflows, and creating advanced formulas. Ideal candidates should have: - Previous experience working with Airtable, including data entry and organization, workflow creation, and complex formula design - A strong understanding of how to make the most of the tool, including its integrations and automations Please note that while my exact requirements in terms of the number of tables and views in my Airtable base, as well as specific integrations I need, have not been stated, I expect the freelancer to be able to adapt to my needs and work in an agile manner.

...running website. My current goal is to increase leads, and I believe using HubSpot can help me achieve that. I'm specifically interested in implementing the CRM & Sales Hub, and Marketing Hub features. Key aspects of the project include: - Consultation: I'm looking for a HubSpot expert who can provide me with a comprehensive consultation on how to best set up HubSpot for my real estate business. - Strategy: I need the freelancer to help me develop and implement effective strategies on how to make the best use of HubSpot to significantly increase my leads. - Features Implementation: I want the freelancer to help me set up and implement the CRM & Sales Hub, and Marketing Hub features of HubSpot. Ideal skills and experience: - Proven experience and experti...

I'm seeking a skilled developer capable of building an automated drip sequence in Word Press/Fluent CRM. The primary function will be to trigger actions for sending emails. Your responsibilities will entail: - Designing and developing an email focused automated drip sequence. - Ensuring the sequence can handle a frequent and varying email sending schedule. Ideal candidates should have: - Profound expertise in creating automated drip sequences. - A strong background in email-based marketing automation. - Knowledge in managing and operating complex email sending mechanisms. Your ability to provide a solution allowing for future enhancements or changes will be highly considered. Proven prior experience is a must.

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I'm seeking a professional with proven experience in NetHunt CRM to help set up key workflows and make necessary updates. Key Requirements: - Setting up workflows for lead management, sales pipeline, and customer support. - Adding custom fields to the CRM, including text, number, and date fields. - Creating new fields for newsletters and drip campaigns. This project requires someone who is not only proficient in NetHunt CRM but also understands the specific needs of our business. Strong communication skills are a must, as we'll need to collaborate closely to ensure the CRM setup aligns with our objectives.