CRM Jobs

I'm in need of a skilled freelancer to optimize my existing email automation sequences in Klaviyo, plus any other programs recommended. We require a sales, email automation process set up for our larger wholesale enquiries/customers, plus we need to audit, and implement our retail email flows within Klaviyo. Key Deliverables: - Review and potentially revise the existing email automations to align with the goal of improving customer retention. - Suggest strategies to enhance the current email sequences and implement where necessary. - Implementation of new best practices to ensure the highest open and click-through rates. - implement strategies for our wholesale/sales email automation (potentially outside of Klaviyo). Skills and Experience: - Proven experience in work...

I have a client who requires help with with set up and training is using their Pipedrive CRM. I am estimating about 6 hours work or it could be more.

As an insurance agency covering both personal and commercial lines, I'm seeking a proficient data analyst to focus on auto insurance. The project requires both trend and policy analysis with a particular emphasis on premium analysis and coverage analysis. I'd also like to include a marketing component. Ideal candidates must have: - Proficiency in analyzing insurance data - Knowledge of both trend and policy analysis - Experience with premium and coverage analysis - Ability to decipher data for marketing strategies - Experience with Applied Epic is a plus Attention to detail is critical as the insights drawn from this project will be instrumental in the formation of future business strategies.

I'm looking to embed an amortization Calculator within our Accounts Module in Zoho CRM. We would like it to function exactly like this example. We would like the results of the calculator, including the amortization schedule, to be added to feild/tables within the account module of zoho Crm. Can anyone help? We are zoho one subscribers.

Urgently required an experienced Power Platform Developer with a primary focus on Power Automate and has knowledge in both sales and marketing modules of Dynamics 365. Key Responsibilities: - Implement workflow automation within Power Automate. - In-depth engagement with Microsoft Dynamics CRM. Ideal Candidate: - Extensive experience with Power Automate and Dynamics 365 - Proven mastery in CRM, specifically Microsoft Dynamics - Excellent in both sales and marketing modules of Dynamics 365

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He also links my CRM to the cTrader trading platform. He also has experience in linking with the liquidity provider. He previously worked on these projects and has projects related to Forex and trading. We will develop our system through Laravel and PHP

I'm in need of a bulk email sender to help with my email marketing campaigns. The main goal of this tool will be to effectively reach and engage my audience through email. Key Project Details: - The main goal of this tool will be to effectively reach and engage my audience through email, primarily for marketing campaigns. - I require this tool to integrate seamlessly with my current CRM software, enabling me to access and manage my contact lists with ease. - The ability to import email lists from a file is highly desired. - While I haven't specified a preference for list management, I'm open to suggestions and best practices. - It's important that the tool is user-friendly and provides insight into the performance of my campaigns. Ideal Freelancer: - Prior experien...

On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personalizing emails based on customer data...

I'm seeking an experienced virtual assistant to manage my Airbnb account on a weekly basis. As a potential assistant, your tasks will include: - Messaging guests promptly and professionally. - Efficiently managing bookings and reservations. - Handling various online inquiries with the utmost courtesy. You should be familiar with the following platforms: - Airbnb host tools, for seamless property management. - Customer Relationship Management (CRM) systems, to enable effective communication and provide top-tier customer service. - Office productivity software, to ensure smooth operation and organization. Experience in these areas is highly preferred as it will lead to a smoother operation and improved guest satisfaction. If you are organized, communicative, and well-ver...

I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: I require the professional to integrate the system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales fun...

!!!Must have skills!!! Salesforce Partner Relationship Management experience References, similar projects We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (I could do t...

As a business owner, I'm seeking a Tally developer to assist with a project that involves customization and integration. Key Responsibilities: - Customizing Tally to integrate with our CRM system. - Ensuring smooth synchronization of customer data between Tally and the CRM. Ideal Skills and Experience: - Proficiency in Tally customization and integration. - Proven experience with CRM integrations, especially syncing customer data. - Strong understanding of financial and sales reporting. - Past experience in enhancing customer relationship management through system integration. Your role is pivotal in ensuring that our customer data is up-to-date and correctly reflected in both our CRM and Tally. The successful candidate will play a crucial role in automating our systems and enhan...

I am creating a student enrolment management system for learning purpose and need guidance of someone who knows about salesforce and have made something like it earlier. It's a very basic project, no experience required, It might not required more than 2 hours of time. If you know about object creation, tabs, profile management, tab and field security, you are welcome to apply for this project.

We are looking for an Odoo professional to customize dashboards for our bakery. We are currently using the Sales, manufactoring Inventory, and Purchase modules. We need someone with strong Odoo skills, who can create dashboards that can help us understand our sales, stock, and purchase dynamics in an easy and clear way. Ideal Skills: - Deep understanding of Odoo module customization - Strong experience with Business Intelligence tools - Similar experience in the food industry or bakeries is a plus You will be working with a small team of less than 5 users. We invite individuals who possess a genuine passion for problem-solving and who are dedicated to exceeding expectations to bid.

I am aiming to build a custom CRM specifically tailored for immigration lawyers dealing with student cases, leveraging open-source, white-label CRM technologies. Here are the key functionalities I am looking for: - Contact management - Task management - Email integration - Custom report generation For this project, your expertise in open-source CRM software would be invaluable. A good understanding of the needs of legal practitioners, particularly immigration lawyers, will contribute to the success of this project as well. You will also have to be skilful in modifying and customising open-source platforms to meet specific needs. In the end, what I want to have is a CRM system user-friendly enough for immigration lawyers that can also be adapted for other legal needs.

I'm seeking a proficient freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It means t...

I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: I require the professional to integrate the system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales fun...

I'm seeking a comprehensive CRM/HRM solution for my Immigration Consultancy Firm. The system should cater to client, document, and employee management. Preferred location of freelancer / software house is LAHORE. Key Features: - **Client Management**: The system should have a robust client management module. It should help us track client interactions, monitor case progress, and manage client information securely. - **Document Management**: The CRM/HRM system must enable us to store and manage client documents efficiently. This includes the ability to upload, categorize, and retrieve documents easily. - **Employee Management**: The platform should support the management of 11-50 employees. Features should include attendance tracking, performance evaluations, and perhaps even task...

**Project Overview:** We're looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email creation using the custom domain. - Ensure proper domain verification and configu...

We are seeking an experienced developer to integrate OpenAI GPT into our existing database system (Zoho CRM) to enable natural language queries for investor searches. Users on our website will describe their company and transaction details, and the GPT will summarize and request additional information. Based on this, the GPT will score investors using a customizable algorithm and provide a CSV list of the top 100 matches. Users interested in further details must sign an NDA and fee agreement via an automated system, with their information and preferences automatically transferred to our CRM database. Key Project Details: User Interaction on Company Website: Users will describe their company and transaction details on our website using natural language queries. The GPT will generate a su...

Estoy buscando un desarrollador de software capacitado que pueda crear un programa MLS inmobiliario con CRM integrado para los agentes inmobiliarios de mi empresa. Es un programa de uso interno, es decir, sólo será utilizado por nuestros agentes inmobiliarios para consultar el inventario de propiedades disponibles y enviarla a los clientes interesados por medio de un link que lleva a una ficha técnica de la propiedad con fotos , video y características. Características clave: - Gestión de propiedades: el programa debería poder gestionar eficientemente un número de propiedades entre 100 y 1000 que podrán ser cargadas, editadas, eliminadas, etc... por el agente inmobiliario desde la app. - Búsqueda avanzada de propiedad...

I have to create a CRM in which I extract PDF files via soap

** If your English level is not fluent, please do not bid ** I'm in need of an experienced React developer, proficient in user authentication, data visualization, and responsive design, to craft a CRM application. Key requirements: - User Authentication: Create a secure login system to ensure the safety of our customer's data. - Data Visualization: Implement interactive graphs and charts to help us analyze customer interactions and make informed decisions. - Responsive Design: Ensure the application is user-friendly and functional across all devices. In addition, the CRM must integrate seamlessly with a customer support ticket system, allowing us to manage client inquiries efficiently. Your expertise in React and CRM development will be essential to the successful completio...

I'm in need of a dedicated, full-time Virtual Assistant to help me with managing various tasks. The ideal candidate should be fluent in both English and Spanish, as they will be handling clients from both languages. Key Responsibilities: - Email Management: You will be responsible for handling my email correspondence, prioritizing emails, and responding to clients in a professional and timely manner. - Scheduling Appointments: You will help me in coordinating and scheduling meetings and appointments, ensuring my calendar is up-to-date and organized. - Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho appl...

I'm searching for a talented freelancer who wants to work with me on this amazing project for a longer period of time. Job Description: What is it for: Golden Meadow formerly known as Sunshine Profits has been established in the Gold and Silver Newsletter industry for over a decade. One of the things that we aim to do at as well as through and is connecting gold/silver investors and prospective gold/silver investors with dealers that might sell them physical bullion (either online or locally). Who do we look for? A flexible remote sales associate with excellent communication and negotiation skills, a customer-centric focus, self-motivation, adaptability, integrity, and collaborative abilities. A brief description of the job: Reach out to the bullion dealers (cold calling) and en...

Estoy buscando un desarrollador de software capacitado que pueda crear un programa MLS inmobiliario con CRM integrado para los agentes inmobiliarios de mi empresa. Es un programa de uso interno, es decir, sólo será utilizado por nuestros agentes inmobiliarios para consultar el inventario de propiedades disponibles y enviarla a los clientes interesados por medio de un link que lleva a una ficha técnica de la propiedad con fotos , video y características. Características clave: - Gestión de propiedades: el programa debería poder gestionar eficientemente un número de propiedades entre 100 y 1000 que podrán ser cargadas, editadas, eliminadas, etc... por el agente inmobiliario desde la app. - Búsqueda avanzada de propiedad...

I'm seeking a Salesforce Developer expert for a critical project. We are in the process of integrating Salesforce Sales Cloud with our ERP, Finnegans. **Project Details:** - The integration is already in development but needs completion. - We have detailed documentation outlining all the requirements for the integration. **Requirements for the Freelancer:** - Proficient in Salesforce Sales Cloud and Finnegans ERP. - Expertise in REST APIs, especially within the context of Salesforce. - Proven experience in completing complex integrations. - Ability to pick up from where the previous developer left off, address any challenges, and ensure a smooth and successful integration. **Current Status of the Project** We have developed Apex Classes and Integration triggers that allows: * Get...

Job Title: Cold Calling Specialist - Real Estate Investing Are you a self-motivated individual with a knack for hitting targets? Do you possess exceptional communication skills in English? If so, we have an exciting opportunity for you! Company Overview: At RocketHomez LLC, we're a dynamic real estate investing business with a passion for expanding our portfolio. We specialize in acquiring properties and creating value through strategic investments. As we continue to grow, we're seeking talented individuals to join our team and drive our success. Position: Cold Calling Specialist Responsibilities: Conduct outbound cold calls to homeowners to identify potential investment opportunities. Build rapport with homeowners and effectively communicate our value proposition. Set appoi...

I'm in need of a dedicated, full-time Virtual Assistant to help me with managing various tasks. The ideal candidate should be fluent in both English and Spanish, as they will be handling clients from both languages. Key Responsibilities: - Email Management: You will be responsible for handling my email correspondence, prioritizing emails, and responding to clients in a professional and timely manner. - Scheduling Appointments: You will help me in coordinating and scheduling meetings and appointments, ensuring my calendar is up-to-date and organized. - Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho appl...

As a business owner, I'm seeking an experienced Microsoft Dynamics CRM expert to help automate my company's finance and accounting processes within Business Central and improve our Order Entry system built within the CRM. Needs to be local to our business as we require you to be onsite. Specifically, the project will involve: 1. Automating Finance and Accounting: - The ideal freelancer for this job will have a deep understanding of Business Central's financial modules and automated accounting processes. 2. Order Entry Improvement: - Our current Order Entry system within CRM is poorly optimized and requires improving or rebuilding from the ground up. A strong background in CRM-based order management systems is essential. 3. CRM and Business Central Integra...

I'm seeking a professional who can help me to integrate vapi and gohighlevel. Freelancer who has already experience will be easy to do this. If I confirm, then I will release immediately.

Develop and Implement ZOHO CRM

I am looking to generate an Inventory Forecast Report like how much quantity of which Items needs to be ordered for the expected requirement of next 3 months, based on the following data from ZohoBooks: 1. Item-wise Sales quantity trend for the last 6 months. 2. Expected Delivery Date (EDD) of the Purchase Orders booked in ZohoBooks with Status as "Issued" 3. Item-wise Accounting Stock in hand as on date in the ZohoBooks

I require an Odoo expert to automate tasks within my business. This involves: - Sales and CRM: A seamless system that streamlines sales and communication with our customer base - WhatsApp Integration: An impressive system that sends and reacts to WhatsApp messages automatically - Email Automation: An efficient system that allows automatic replies, scheduled sending, and manages email campaigns This project demands a good understanding of Odoo and automation techniques, knowledge of WhatsApp and email systems, and a knack for simplifying complex workflows. The objective is to improve efficiency, communication, and customer interaction within the company. Upon customer sign-up, the system would trigger a series of communications via WhatsApp, SMS, and Email throughout their subscription p...

Looking to improve Honeybook CRM workflow

Necesito implantar el soft de gestión ERP-CRM-MRP llamado Dolibarr. Me dedico a la fabricación de componentes para ciclismo de mediana y alta gama, y quiero usar este software para la gestión de mi negocio. Desde la ayuda en la selección y decisión de instalación en un servidor tipo SAAS, hasta la carga de datos, configuración y puesta en marcha. Trabajo en equipo, ya que hay que ir filtrando y definiendo la información que va a generar la base de datos. El resultado debe ser el software instalado y corriendo correctamente para acceder desde cualquier ordenador con acceso a internet. Se deben generar unos 3 o 4 usuarios solamente, con distintas funciones: producción, ventas, administración, contable.

I'm in search of a talented developer to create a web-based CRM system for my business. Here's what I need: - The CRM system should be accessible through a web browser. - Its primary function will be sales tracking. I want a solution that will help me monitor and manage sales effectively. I envision the CRM system to perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM system should trac...

I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for contact management, deal tracking, and email marketing. This is essential for our brokerage operations. - **Team Size**: The setup should cater to a team of 1-5 members. The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems and ensuring smooth in...

1. Introducción: El presente proyecto tiene como objetivo principal desarrollar un sistema integral de ERP & CRM utilizando la plataforma Odoo para optimizar los procesos comerciales, administrativos y de atención al cliente de [nombre de tu empresa], proveedor de servicios de Internet (ISP) en Ecuador. 2. Funcionalidades del ERP: Ventas: Implementación de un módulo de ventas que permita gestionar el proceso completo de ventas, desde la captación de clientes hasta la generación de órdenes de venta y seguimiento de pagos. Facturación: Desarrollo de funcionalidades para la generación automática de facturas conforme a la regulación ecuatoriana de impuestos, incluyendo la gestión de retenciones y notas d...

I'm looking for an expert in email and WhatsApp marketing automation, particularly in the Italian language. Key Responsibilities: - Designing and setting up automated email sequences with high open rates - Creating engaging email campaigns tailored for both existing and potential customers - Designing and implementing visually appealing email templates Additional Details: - Target Audience: Both existing and potential customers - Frequency of messages: Weekly Ideal Skills: - Proficiency in Italian language - Proven experience in email and WhatsApp marketing automation - Excellent design skills for email templates - Strong understanding of customer segmentation and targeting - Ability to conceptualize and implement highly effective automated email sequences - Excellent communicati...

About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 existing clients and 400 prospective clients. We are looking for bilingual speakers: Arabic and English for social media/ LinkedIn outreach. Your tasks include: -Screening existing Facebook and Instagram users by sending DMs using your accounts to check if they are interested in a certain boat by providing our boats database. -Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquir...

We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (I could do this via WordPress by my own) 2. we check the request in an “admin area” and distribute the anonymized lead the ano...

Create an experience cloud site. Create one dynamic reusable search component in site it should be visible to the the user A but should be hidden to the user B. If we will get 50000 records how to optimize solutions .

**Job Overview:** We are seeking a highly motivated and skilled Music Industry Outreach Specialist to join our team on a freelance basis. This role is perfect for someone passionate about the music industry and experienced in digital marketing and outreach. You will be responsible for identifying, researching, and contacting music industry professionals, including A&R managers, music producers, and artist managers, to submit demo tracks and promote emerging artists. This position offers flexible hours with a focus on results and performance. **Responsibilities:** - **Contact Identification and Research:** - Utilize various online tools and databases to research and compile a list of key music industry professionals, such as A&R executives, playlist curators, music managers, and...

I require a proficient expert to fully configure my "High Level" CRM tailored to real estate industry needs. Here's what I need: * Sales Funnel Creation: I need all three types, namely: a lead generation funnel, a lead nurturing funnel, and a conversion funnel. * Email and Text Follow-ups: Welcome emails, follow-up reminders, and drip campaigns need to be automatically triggered. * CRM Customization: Make sure the CRM integrates seamlessly with my existing website, efficiently manages contacts, and tracks and analyzes leads. Being intimately familiar with "High Level" CRM, particularly its application within the real estate sector is paramount to deliver this project successfully.

I'm seeking a Zoho CRM expert who can help with sales automation. - Implement Lead Scoring and Distribution: I need a professional who can assist in setting up a lead scoring system to help prioritize and distribute leads effectively. - Improve Sales Pipeline Management: A crucial aspect of this project is to enhance our sales pipeline management. The ideal candidate should have extensive experience in setting up pipelines, stages, and automating tasks within Zoho CRM. To qualify for this project, you must have a proven track record in Zoho CRM implementation and specifically in sales automation. Your expertise will be instrumental in helping us streamline our sales process and enhance our overall efficiency. Prior experience in lead scoring and distribution is a must.

I'm currently looking for a highly skilled freelancer with comprehensive knowledge in Zoho CRM, marketing automation, Zoho One and integration with third-party applications. The main tasks to be performed are: - Configuring a tailormade CRM workflow that fits our business needs. - Setting up advanced email marketing automation. - Integration with external third-party applications. - Overall setup of Zoho products. The ideal candidate will have a previous history of setting up Zoho software. We aim to launch this project in the next week, so promptness and reliability are essential. Proactive suggestions for improvements based on your knowledge and experience are also welcome. Join us in taking our CRM to the next level! Skills in Deluge is Zoho's online scripting language woul...

I'm seeking an experienced professional with a minimum of 3 years in the digital marketing field to assist in closing sales for SEO, PPC, and social media marketing services, primarily targeted towards small and medium businesses. DASHCLICKS EXPEREINCE A HUGE PLUS! GENEROUS BONUSES AND COMMISSIONS! Key Responsibilities: - Conducting sales consultations with potential clients, explaining the benefits of our digital marketing services. - Building and maintaining relationships with clients, keeping them updated on progress and ensuring their satisfaction. Communication: - I prefer communication to be primarily via email, with occasional video calls for more in-depth discussions. Ideal Candidate: - Must have a proven track record of at least 3 years in digital marketing services sales...

I am in need of someone knowledgeable in Redtail CRM to enhance its functionality and streamline its operation. Within this project, you will: - Clean up outdated contacts and rid the system of duplicate data - Add organization to our file attachments - Implement strategic workflows These functions will span across three areas: - Contact Management - Task Management - Document Management Furthermore, as a core part of this process, I would like to add and enhance certain features. These include: - The design and implementation of custom fields - Integration with other tools to assist in smooth operation - Set up automated notifications to improve communication and reminders Ideal candidates for this project will be experienced in Redtail CRM, knowledgeable in system integration and au...