Zoho crmKazi
I'm in search of a Laravel Developer, with no ...requirements such as user authentication, database integration, and payment gateway integration. The purpose of the project is currently undisclosed but could range from an e-commerce website to a CRM system. Therefore, flexibility and a broad skill set in Laravel development are essential. The desired UI design style is also not specified so a well-rounded experience in different designs, including minimalist, modern, or elegant, is necessary. Ideal skills and experience: - Proficient in Laravel development - Able to adapt to varying project requirements - Experience in e-commerce websites and CRM systems - Versatile in UI design (minimalist, modern, elegant) Total Developer Required: 3 Weekly: 40 hrs Budget: 200 per hr...
I need a type of CRM, I have laid out task details in doc attached. Ideal Skills & Experience: - Extensive experience with Laravel - Familiarity with backend development, database management, and API integration - Proven record of completed projects Application Requirements: Freelancers should include a detailed breakdown of their experience in their application. Highlight your experience and skills directly related to Laravel and the aforementioned tasks. Proven experience is key, make sure this shines through in your application. Looking forward to your bid.
...in place to manage customer relationships effectively. - Customer Relationship Management (CRM): The MVP needs to be equipped with efficient CRM capabilities. This includes data collection, customer communication, and other essential functions to maintain a strong business-client relationship. - Understanding of Small to Medium Business: It's crucial that the MVP is tailored to meet the needs of small to medium business owners. Knowledge of the target audience and their requirements is key. Ideal Skills: - Proficiency in MVP development: You should have a strong background in creating MVPs for business validation purposes. - Customer Relationship Management (CRM) expertise: Experience in developing CRM systems or modules will be highly beneficial. - Kno...
I'm seeking a proficient Power BI expert who can help me create and configure a comprehensive daily dashboard and insightful reports. Key Requirements: - Data Sources: Excel spreadsheets, CRM systems, BigCommerce, Google Adwords, and Google Sheets - Metrics to Track: Sales revenue, Website traffic, Customer acquisition cost, Inventory levels, and Gross Margin - Update Frequency: Daily Ideal Skills and Experience: - Proficient in Power BI; capable of integrating various data sources seamlessly - Experience in creating dashboards and reports for Sales, Marketing, and Inventory data - Strong knowledge of ETL processes and data visualization techniques - Ability to automate data refresh on a daily basis Your deliverable will be a fully functional and automated Power BI dashboard...
...their appointments, and Customer Relationship Management (CRM). It should be able to: Appointment Management: - Enable calendar-based appointments - Offer an efficient online booking system - Automate reminders for appointments Patient Records Management: - Manage patient demographics succinctly - Maintain detailed medical histories of every patient - Allow the creation and tracking of treatment plans -Allow to sign digital documents and save into patient CRM Functionality: Provide complete CRM functionality for seamless patient communication, enhancing the overall patient experience. Ideally, candidates should hold previous experience creating similar management systems, with a strong knowledge base in patient database protocols, CRM solutions and ap...
I'm seeking an Odoo developer to improve our super market operations through the enhancement of the sales and customer management module. - Automating sales processes and improving customer relationship management are key goals of this project. - The specific functionalities I'm looking for in enhancing cu...relationship management are key goals of this project. - The specific functionalities I'm looking for in enhancing customer relationship management include: - Managing delivery and tracking payments. - Tracking orders. Ideal skills and experience for this job would include a strong background in Odoo development, particularly in the areas of sales and customer management. Experience in implementing CRM systems, customer segmentation, and loyalty program ma...
...search of a skilled web developer to help me update an open source CRM. The primary focus areas for this project will be improving the user interface and developing custom functionalities. Key Responsibilities: - Enhancing the user interface to make it more intuitive and user-friendly. - Developing new, custom functionalities that align with our business needs. Ideal Skills and Experience: - Proven track record of working with open source CRMs. - Strong understanding of web development and design principles. - Proficiency in implementing user interface improvements. - Experience in developing custom functionalities. - Excellent communication skills to understand and deliver on our requirements. Summary: I have an open source CRM and want to remove some modules and creat...
I need a type of CRM, I have laid out task details in doc attached. Ideal Skills & Experience: - Extensive experience with Laravel - Familiarity with backend development, database management, and API integration - Proven record of completed projects Application Requirements: Freelancers should include a detailed breakdown of their experience in their application. Highlight your experience and skills directly related to Laravel and the aforementioned tasks. Proven experience is key, make sure this shines through in your application. Looking forward to your bid.
I'm looking for an experienced Salesforce consultant to assist with the implementation of a new Salesforce account. Key Project Requirements: - Implement a CRM system that is tailored to our business needs - Include features such as Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting - Create a user-friendly system that enables easy adoption and effective usage by our team Ideal Skills: - Proven experience in Salesforce implementation, specifically in the CRM context - Deep understanding of CRM principles and best practices - Ability to tailor Salesforce features to align with Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting Please respond with your relevant experience and approac...
Logo, 2 fonts, 3 colours Winning entry will be asked to join the team for on-going design work Company Name: Anytime CPQ What we do: Turn your website into a deal creating quote sending sales rep that never sleeps. Anytime CPQ uses standard HubSpot forms to gather all the information you need about your prospects and generates a deal and quote in HubSpot CRM in real time. Your prospects will go from filling out a form, to selecting products and services, to viewing quotes in minutes rather than days. Here's what I'm looking for: • Inventive designers with prior experience in creating brand identities • Understanding of color psychology while also open to color recommendations • Deliver a logo and a comprehensive style guide that translates into a...
In need of an expert to install Odoo 17 on my Ubuntu VPS hosted with Vultr. The key tasks for this job include: - Setup and configure Odoo 17 - Ensure that the key modules; Sales and CRM are pre-installed Ideal Skills & Experience: - Profound experience with Odoo installation - Familiarity with Ubuntu operating system - System administration - Experience with VPS hosting particularly with Vultr. Please, your proposals should indicate your experience with these systems and any similar projects you've handled in the past. Looking forward to working with you.
...using various tools. The common core should be as follows: Upon clicking the appropriate button in CRM, a survey should be created, which we can then provide to the trainees to fill out after the training. The survey should include individual training attributes transferred from CRM entities - such as the training name, training date, and trainer's name. Other fields like training rating will be constant for each survey. The survey link should be generated and displayed in CRM, and there should also be an option to send it to the email address of the trainer conducting the training. A QR code should be generated for the survey link. Survey results should be saved to a separate table in CRM, which will contain information about the training, the trainer,...
I'm in urgent need of an expert who can fix the UTM tracking issue on my Zoho form. The form is embedded on my Wix website and the tracking code is fired using GTM. Key Requirements: - The UTM parameters are not being tracked as they should. I need you to address this specifically. - I want the UTM parameters to be stored along with the form submission data. This is critical for my marketing analytics and segmentation purposes. - These stored UTM parameters should be visible within Zoho Forms' submission records. This will enable me to effectively track and analyze the data. Ideal Skills and Experience: - Proficiency in Zoho Forms is a must. You should be able to navigate and manipulate the system effectively. - Extensive experience in UTM tracking and Goo...
I'm looking for a SuiteCRM developer who can help me with the following aspects of my CRM system: - Customization of existing modules: I need the current modules in SuiteCRM to be tailored to my specific business needs. - Integration with QuickBooks: I aim to synchronize customer data between SuiteCRM and QuickBooks. This involves setting up a mechanism for seamless data transfer and ensuring data consistency between the two systems. The ideal candidate for this project should have experience in SuiteCRM development, proficient in PHP and MySQL, and have prior experience in integrating this CRM system with QuickBooks. A strong understanding of CRM systems and finance software is also desirable. Please apply if you believe you have the necessary skills and exp...
I'm in need of a skilled accounting professional who can seamlessly handle a variety of accounting tasks for me on a dail...analysis, and tax preparation. Key Responsibilities: - Timely and accurate bookkeeping: Keeping track of all financial transactions. - Perform financial analysis: Analyzing financial data and creating financial models to support decision-making. - Tax preparation: Preparing and filing tax forms in a timely and accurate manner. Ideal Skills and Experience: - Proficient in Excel, Tally Prime, and Zoho Books. - Strong understanding of bookkeeping, financial analysis, and tax preparation. - Prior experience with daily accounting tasks. - Excellent attention to detail and organizational skills. - Strong communication skills and ability to work efficiently an...
...Responsibilities: -Lead Generation: Identify potential customers using Shopify for their websites who may benefit from our services. Target businesses that require website revamps or ongoing maintenance/support. -Sales Conversion: Initiate contact via calls or emails to potential leads. Convert leads into paying customers by effectively communicating the value of our services. -CRM & Lead Management: Set up and manage a CRM system to track leads, calls, and follow-ups. Ensure timely follow-up with leads to nurture relationships and close sales. -Cold Calling: Conduct cold calls to prospective clients to introduce our services and generate interest. -Inbound Lead Management: Respond to leads received through our website, Instagram, and social media channels. Engage ...
...Experience: You have a proven track record of success in a sales environment. Goal-Oriented & Self-Motivated: You thrive in a results-driven environment and set ambitious goals. Communication Master: You can build rapport, clearly articulate value, and confidently close deals. Objection Slayer: You can effectively handle objections and navigate challenges. Tech-Savvy: You're proficient in using CRM software, marketing automation platforms, and data analytics tools to manage client campaigns and track performance. Unleash Your Earning Potential: Uncapped Commission Structure: Earn what you're worth! Our 20% commission on sales lets you directly control your income. Work-From-Anywhere Freedom: Design your ideal work schedule (M-F). W...
I'm in need of setting up a gohighlevel CRM system for my online life coaching business. The key features I'm looking to include in the setup are lead management, sales pipeline tracking, and email automation. **Requirements:** Create GoHighLevel account. Complete Gohighlevel Client Onboarding Sales funnel setup Landing page creation Automation and workflows SMS and email template design and automation Pipeline configuration ChatGPT integration Custom domain setup Payment integration Membership area setup Media buying for lead generation website in GHL Automate lead nurturing through follow-up campaigns via voicemail, calls, SMS, emails, and Facebook Messenger. Implement appointment scheduling features. Integration of calling software Configure key performance indicators...
As a Business Development Executive, I'm looking to expand our client base in the technology sector, specifically targeting the Asian market. Key Responsibilities: - Research an...Skills: - Proven working experience in business development, particularly in the technology sector. - Demonstrable track record of expanding client base and achieving sales targets. - Experience in working with international clients, particularly in the Asian market. - Excellent communication and negotiation skills. - Ability to prioritize, multitask, and manage time effectively. - Familiarity with CRM software and the latest sales and marketing tools. If you have a strong background in business development and a successful track record in the technology sector, particularly in Asia, I would love to...
I am in need of a CRM system that can serve a substantial user base. The main functionalities that I am looking for are: - Contact Management: I need a system where I can input, update and manage all my customer and lead contacts. This should be well-organized and easy to use. - Sales Pipeline Tracking: It's important for me to have visibility over my sales pipeline. I want to be able to track where each lead is in the sales process, as well as the overall performance of my sales team. - Customer Support Ticketing: I need a system that can effectively manage customer support tickets. These should be easily raised, tracked, and resolved, all within the CRM environment. The system should be accessible from both desktop/laptop and mobile/tablet devices. The expected user ...
I'm looking to develop a Comprehensive CRM system that caters to the needs of multiple users (in the thousands) and is able to integrate with other existing software and platforms. Key features of this CRM system include: - Advanced Contact Management: The CRM should be able to manage a large database of contacts efficiently. - Sales Pipeline Tracking: It should be able to monitor and manage our sales pipeline effectively. - Customer Support Ticketing: The system should provide a platform for managing and resolving customer support tickets. The ideal freelancer for this job would have: - Prior experience developing comprehensive CRM systems, ideally for large user bases. - Proficiency in integrating different software and platforms. - Strong un...
...information for the interview. 1. Are you a team player or an individual worker? 2. Past projects involving React and TypeScript. 3. Link to your GitHub profile. 4. Have you used Figma before? # Project Overview ## Objective This job involves repairing the presentation of an existing website, the main job is to correct existing page errors and exceptions. ## Task ### Issue 1 : [UI Update] Improve UX for CRM User Directory Quick Navigation - Please check the attachment image --- ### Issue 2 : [UI Update] Change Ctrl+S / Cmd+S Behavior in Article and Bulletin Edit Pages to Call Patch API - Please check the attachment image ### Deadline - Within 16HR after accepting the job. - Late submissions will not be considered. ### Budget - **Fixed Rate:** USD 50 for this project. - It is ...
I'm looking for a freelancer who can set up an integration between Home Depot Pro Referral leads and Workiz CRM. Here's what I need: - The leads should be automatically entered into Workiz CRM. This will save time and ensure we don't miss any potential opportunities. - For each lead, I need to capture both contact details and project details. This will help us tailor our follow-up and communication strategies to each lead. - Standard fields in Workiz CRM are sufficient for this project. I don't need any custom fields or special information included in the lead's profile. The ideal freelancer for this project will have experience with both Home Depot Pro Referral and Workiz CRM. It's crucial that the integration is seamless and acc...
...main job is to correct existing page errors and exceptions. ## Task ### Issue 1 : [BUG] Implement Non-hyperlinked, Bold Breadcrumb for the Last Item - Please check the attachment image ### Issue 2 : [BUG] Incorrect filePathType value in payload for image uploads in Article comments - Please check the attachment image ### Issue 3 : [BUG] Fix Email Sending Bug and Remove Unnecessary API Call in CRM User SES Tab - Please check the attachment image ### Deadline - Within 16HR after accepting the job. - Late submissions will not be considered. ### Budget - **Fixed Rate:** USD 60 for this project. - It is estimated that a junior engineer will need 4 hours to complete, while a senior engineer can complete it in 2 hours. - **Payment Release:** Upon satisfactory review by our UI and F...
Looking for an accurate, experienced estimator. Who will be able to • Analyze potential projects data, monitor, and review project documentation packages • Review and assess drawings and specifications. • Identify potential trades that accommodate the Company’s requirements by researching drawings, blueprints, and related documents.
Project Title: Development of a Comprehensive CRM and Ticketing System Overview: We are seeking to develop a robust Customer Relationship Management (CRM) system tailored specifically for managing our clients, tickets, subscriptions, and payments. This system will also include features for both client and administrative interactions, detailed tracking, and integration with external payment systems. The project can be developed in phases to ensure each component is effectively implemented and meets our standards. Development may utilize traditional coding approaches or be accomplished through low-code/no-code platforms such as Bubble, depending on the solution that best fits the project needs. Objectives: Client Management: To effectively manage client data including contact ...
...outbound calls to large enterprise prospects - Call and propose the services - Update CRM and follow up actions - Hit the agreed targets and KPIs - Join for daily updates, use company email and phone system for client engagement - Sign NDA with company and represent the company. This is a long term opportunity with standard hourly rate and commission as well. - Engaging with decision-makers to schedule appointments with our sales team Ideal Candidate: - Proven experience in telesales, specifically in IT services or related fields - Strong understanding of the technology and consulting industry - Exceptional communication and negotiation skills - Ability to generate high-quality leads - Proficiency in CRM software for lead tracking and management This role requires someon...
I am currently seeking a knowledgeable, results-driven telesales representative for my e...established business. Your primary focus will be on cold calling potential customers to bolster relationships and generate new leads. Essential Skills and Experience: - Native proficiency or near native in English - Proven experience in telesales - Excellent communication and negotiation skills - Ability to handle sales rejection - Capable of meeting or exceeding sales goals - Strong knowledge in CRM tools and Microsoft Office In this role, you should demonstrate initiative, be persuasive, and able to generate interest in our product or service. We are looking forward towards an energetic professional who will be generating sales to meet our business goals. High value product and great c...
I'm in need of a proficient Android app developer who specializes in creating applications for agency business professionals. The main function of the app is to provide a dependable platform for information sharing within the agency. Though no specific features were requested, the ideal candidate...creating applications for agency business professionals. The main function of the app is to provide a dependable platform for information sharing within the agency. Though no specific features were requested, the ideal candidate may propose additional functionalities that could be beneficial. A competent developer who maintains a solid understanding of B2B interactions and can suggest ideas related to CRM integration, task management and document sharing would be the preferred fit fo...
...need a skilled cold caller to help schedule appointments with potential clients. Key Responsibilities: - Cold calling small businesses and startups in the software industry to promote our services and schedule appointments - Utilizing CRM software, Lead generation tools, and Email marketing software to track progress and manage leads - Setting up appointments with potential clients who have shown interest in our services The ideal candidate should have: - Proven experience in cold calling, preferably in the B2B software industry - Proficiency in using CRM software, Lead generation tools, and Email marketing software - Excellent communication skills and the ability to pitch our services effectively - Prior experience in appointment setting is a plus **** - The projec...
... Social Media Management, Website Creation and funnel generation as well as optimization. Our main focus is to: - Increase your ROI - Drive sales - Incresase your revenue baseline - Enhance brand visibility in the digital marketplace - Drive website traffic - Boost your customer conversion rates Some of the things you will have acces to when working with us, include: - Access to our custom CRM platform to handle all of your marketing informartion in one spot - Scalable digital ads to generate quality leads - Effective social media content creation - Landing page and website design - Custom tailored pamphlet designs MBG Marketing puts an emphasis and importance on their clients. Ensuring that if they aren't satisfied with the work provided, they will not have to pay. Co...
I'm seeking a developer to create a comprehensive rental booking system on top of a saas crm that already exists for our dumpster services. The platform should cater to both residential and commercial clients. Key Features: Check out the attached file for complete requirements: High Level Features • Custom Website & Booking Module • Work Order Management • Estimates and Invoices • Bin tracking with map view • Scheduling Routing & Dispatching • Real Time Billing & Invoicing • Reporting & Dashboards • Mobile App (Driver, Dispatcher, Contractor) • Inventory management (Bin #s, Bin Chip RFID) • Driver and Truck Management • Comprehensive Configuration o Custom Fees: Custom fees per city, per customer, pe...
THIRD time posting this, it seems people do not read the requirements and conditions. I need a fully bilingual professional (I will interview in English) to do some tasks for my agency, such as: PR Outreach Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress And others You must be a fast learner, attentive, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes. This job will start part-time as a test period, after that it will be full-time. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD Results bonus: 50 USD If your work complies with my quality requirements and you give mo...
I want a software, written in php Laravel, VUE3, using Vuexy Dashboard Template that I will provide to freelancer. Tempalte version: I can provide hosting environment for development. We will create a MVP at first, to test and try the concept. Many thing will be configured directly in database through phpmyadmin. The short description of the project: A database management system with dynamic columns. Users will have access to advanced table plugin where they can see and edit values. details in attached document
As a client, I'm seeking a skilled Laravel developer to enhance a CRM system and integrate it with a new application. The project involves the following key components: - CRM Enhancements: The desired improvements to the CRM include adding new features such as reporting, product management, rental, booking, and other configurations. The successful candidate should be familiar with Laravel and well-versed in CRM development. - Website Integration: I require the integration of the CRM with our website. Specifically, an inventory management system needs to be included. This will ensure seamless synchronization between the online platform and our CRM, thus ensuring efficient business operations. - User Experience: While developing the new featu...
I currently use ERP Bling and am looking for a freelancer who can help me create integrations for product registration. Main integration points: - The integration must include fields for ‘Name’, ‘Description’, ‘SKU’, ‘Price’, ‘Ac...include fields for ‘Name’, ‘Description’, ‘SKU’, ‘Price’, ‘Acquisition cost’, ‘measures’, ‘NCM’ and ‘categories’. - Data must be transferred effectively and accurately from Excel to ERP. Ideal Skills and Experience: - Proven experience in ERP systems, particularly with Bling. - Strong understanding of the product registration process. - Familiarity with e-commerce platforms, accounting software and CRM sys...
Necesito un freelance experto en NetSuite, para que nos ayude en sacarle el máximo rendimiento al software en términos de contabilización, CRM clientes y gestión de proyectos
I'm looking for a skilled developer to create a module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need: Overview Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals. Features - Contact Loans - View All Contact Loans - Add New Loan - Bulk Repayments - Bulk Import Loans - Calculator - Settings - Reports Reports: - Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field - Repayments: Th...
I'm looking for a professional who's well-versed in Bitrix to assist me I am currently using Bitrix CRM forms. When someone submits the form it creates a deal. - perfect However I have just realised that if they use submit the form again it changes the deal already in the system rather than creating a new deal. I need someone to write me step by step instructions on how to change this so that each time someone submits a form it creates a new deal rather than overriding the current deal. I am using the Free version of Bitrix. I am not interested in giving anyone access to my account to make changes themselves. I need to learn how to do this. . The main aim of the form is to streamline the creation and tracking of deals within the system. Key Requirements: - The form...
Hi, I want to redesign UI of our existing CRM. We want to make it similar to a reference CRM design. We don't have Figma UI design. We want to directly start front end resign and development work. CRM in Symfony PHP. DEMO: Reference CRM demo Timeline : 1 Month
I'm seeking a professional to quickly setup Zoho CRM for my existing business. The CRM should include: - Customer Management: Keep track of our customer interactions and manage our customer data effectively. - Sales Force Automation: Efficiently manage our sales cycle and keep the team updated with real-time information. - Marketing Automation: Implement a system to streamline and measure marketing tasks and workflows to enhance operational efficiency. This project needs to be completed as soon as possible. Ideally, the freelancer should have extensive experience setting up CRMs particularly Zoho for businesses. Skills in marketing automation and sales force automation will be highly valued. The perfect candidate understands the importance of customer ma...
As an emerging real estate developer, I'm looking for a talented web developer for creating a robust, fully functional website. This site should ideally integrate CRM functionalities. The key features we require are as follows: 1. Property listings: Providing a comprehensive and easily navigable list of our real estate properties available 2. Virtual tours: Engaging potential customers with a fully immersive experience of the property. 3. Mortgage calculator: An integrated tool for calculating mortgage and related costs, beneficial to both sales personnel and customers. Our sales and site management CRM functionalities should include: 1. Lead management: Capabilities to effectively track and manage potential leads. 2. Client database: A well-organized and secure databa...
...Layouts: I require the addition of custom fields and layouts to tailor the CRM system to my business needs. This will involve understanding my data management requirements and configuring EspoCRM to accommodate these. - Workflow Automation: I want to streamline and automate business processes within the CRM. You should be proficient in setting up workflow automation, ensuring seamless operations and optimizing our efficiency. - Integration with Email Marketing and Customer Support Systems: An important aspect of this project is integrating the CRM with an email marketing platform and a customer support software. The chosen freelancer should have solid experience in integrating software systems and a good understanding of CRM-email marketing synergy. - Emai...
I require assistance with entering invoice numbers and entries from my account stat...with entering invoice numbers and entries from my account statement, which is in PDF format, into my accounting software, Zoho. It's yet to be determined if the process will be manual or automated. The freelancer for this project should: - Have experience in data entry, ideally with accounting data. - Be familiar with Zoho accounting software. - Have expertise in processing and extracting information from PDFs. - Demonstrate problem-solving skills to identify the most efficient method for transferring the data, whether it's manual input or utilizing an automated solution. The key objective is accurate and efficient data transfer, ensuring all information in Zoho a...
...can customize a few key aspects of ESPO CRM. - **User Interface:** I aim to revamp the layout and navigation, ensuring a user-friendly experience. This also involves creating customizable widgets and dashboards which suit our workflow. - **Reports and Analytics:** I'm looking for enhancements in this area. This includes improving the analytics and integrating workflows and automation within the CRM. Ideal candidates for this project should have: - Proven experience in customizing ESPO CRM - Proficiency in UI/UX design - Strong background in analytics and workflow automation - Excellent communication skills to understand and translate business requirements into CRM customizations. Understanding our company's workflow and ensuring t...
...starting a new enterprise and require a swift, efficient freelancer to craft a unique website specifically designed for webinars. This project will utilize ; your understanding of this platform will be crucial. Here's what I'm looking for: - Expertise in building websites within ClickFunnels.com. - Profound knowledge in integrating the ClickFunnels CRM platform into the site. - Capacity to load leads into the CRM and organize the sending of invites from the database. - Superior design skills as I have a specific design in mind for this project. Please share your ClickFunnels portfolio and any similar projects you've completed. This will help me assess your abilities and understand how you can bring my vision to life. Brief
I'm in need of an experienced Perfex CRM expert who can utilize the SAAS module to create a 2-level company structure. Here is the breakdown of the requirements: - Utilize Perfex CRM's SAAS module efficiently - Create a 2-level company structure with parent and child companies - Enable the Admin to create a parent company, which can in turn create its own child companies - Ensure the child company has login capabilities to manage its own customers The ideal freelancer should be proficient in: - Perfex CRM - SAAS module implementation - Company hierarchy management - User management - Past experience in similar projects I'm particularly interested in detailed project proposals that demonstrate your understanding of the scope and your approach to delivering a ...
...data on a virtual server without requiring sensitive data protection or GDPR compliance, as per your specifications. User Interface: Develop an intuitive and responsive interface that minimizes the learning curve and enhances user engagement, accessible from various devices including desktops and tablets. No ERP Integration Required: The system will operate independently of any existing ERP or CRM systems, focusing solely on the functionalities required for order management as described. Detailed Integration of Excel File Data Excel File Structure and Key Data Points: Integrate customer identifiers, weekly scheduling, product details including article numbers, descriptions, units, and standard quantities, pricing, discounts, and promotional offers from the "example weekly...
I'm looking for a seasoned Dynamics CRM developer who is also proficient in Power BI. The project entails several key aspects: - Dynamics CRM Customization: The ideal candidate should be able to customize entities and fields according to our business needs within Dynamics 365. - Workflow Automation: I need someone who can set up automation in Dynamics CRM to streamline our processes. - Integration with External Systems: The expert should be experienced in integrating Dynamics CRM with external systems. Moreover, I am also in need of Power BI expertise for the development of specific types of reports and dashboards: - Customer Insights: The freelancer should be able to create detailed reports that provide a comprehensive view of customer data. - Operation...
