Bullhorn rest API를 이용하여 필요한 엔티니의 데이타를 읽어와 MS CRM의 데이타베이스에 입력가능한 프레임워크 개발 .
조선해양시운전및 엔지니어링 전문회사 대형해운회사와 협업해서 세계적인 선박관리회사를 만들고 당사가 보유한 Floating dock를 활용하여 한국내에서 수리선사업을 같이해보자는 제안서를 만들려고 함. 제안할 대상은 대규모선단을 보유한 해운회사와 중견 조선소를 보유한 조선회사임
Tengo una tienda con un CRM "" y me gustaría tomar los datos de los leads, optimizar la ruta y subirla en una app así los cadetes puedan seguir una ruta de entrega
I'm seeking a Laravel Livewire developer who has experience working with the Ultimate POS script. The primary task involves adding a ledger report feature to the existing system. This report should include specifics on debit and credit transactions. Key Requirements: - Prior experience with the Ultimate POS script - Proficiency in Laravel Livewire - Strong understanding of accounting principles The Ledger Report: - The ledger report should have a user-friendly interface and should be able to filter transactions based on specific criteria. - Transactions should be classified as either debit or credit, which should be reflected in the report. Deliverables: - A functional ledger report integrated into the Ultimate POS script with the ability to classify transactions as either d...
...me develop a database. This database will essentially serve as an accounting tool for food. It's crucial for me to keep track of various aspects of my food-related transactions, including purchases, sales, and expenses. I require a professional who can translate these needs into a well-structured database. Key requirements include: - Data on food purchases, sales, and expenses should be efficiently stored and easily accessible - The database should be designed to facilitate clear accounting procedures - The system should be user-friendly and reliable, making it easy for me to input data and generate reports as needed Ideal skills and experience for this project are: - Proficient in database design, particularly for accounting purposes - Strong attention to d...
I'm looking to create a comprehensive web-based accounting software with essential features that will allow me to manage my finances, track inventory, generate GST reports, and handle billing. This software should also support up to 5 users. Key Features Needed: - Financial Management: The software should offer robust financial management functionalities to help me track and manage my finances effectively. - Inventory Management: A sophisticated inventory management system is required which involves product categorization, stock monitoring, and purchase order tracking. - GST Reporting: The software should have the capability to generate accurate GST reports in compliance with the relevant regulations. - Billing Features: I would require the software to support invoicing, payme...
I'm in need of expertise in Appfolio to assist in reconciling the cash accounts of my Wells Fargo and Crew Banks. Over the last 22 months, six of my bank accounts have not been properly checked or balanced out. Skills and Experience: - Strong familiarity with cash reconciliation processes - Proficiency in using Appfolio's accounting software - Experience with Wells Fargo's banking systems Job Responsibilities: - Reconciling six bank accounts from June 2022 to the present - Detecting and resolving discrepancies in the accounts - Reporting on the reconciliation status and any potential issues. This task requires precision and keen attention to detail. Knowledge and experience in financial auditing will be considered an edge.
I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehen...in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.
Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.
I am looking for a NetSuite consultant proficient in the field of Finance and Accounting. As my business has already implemented NetSuite, I need a specialist who could help me: - Resolve existing implementation issues - Offer general advice for optimization The ideal freelancer for this job should have an in-depth understanding of the NetSuite platform, specifically in financial modules. Expertise in troubleshooting and providing practical solutions are highly essential. Past experience with complex financial reporting would be a significant advantage. I'm eager to collaborate with someone who can help make the most out of our NetSuite system.
...strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strategy development, planning, and execution. - A strong background in sales team management. - Proficiency in CRM software, spreadsheets, and project management tools. - Excellent research and analytical skills. Please share your relevant experience and how you would approach this project. ---------------------...
I need a skilled ERPnext developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating systems smoothly and efficiently. - Urgency: Able to work quickly...
I already hired one person for this position but work is increasing so I am looking for a second one. A plus if you can do video editing or graphic design. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: Social media Content editing or creating CRM management Email marketing Writing an ebook Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over. Attention to detail. Common sense. This job will part-time as a test peri...
보다 자세한 내용을 확인하시려면, 회원 가입 또는 로그인 절차가 필요합니다.
I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integrations and setups will be an added advantage.
Preparing financial statements for the year 2023 typically involves gathering data from various sources such as income statements, balance sheets, and cash flow statements. This data is then organized, analyzed, and compiled into the appropriate financial statement formats following accounting principles and standards. Additionally, any necessary adjustments or reconciliations are made to ensure accuracy and compliance with regulatory requirements.
I'm in need of a professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our onboarding process - Improve our lead generation process Key Tasks: - Develop and implement a strategy for CRM integration between HubSpot and Sheets - Optimise the use of HubSpot features with Sheets integration The ideal person for this task should have proven experience with HubSpot, excellent understanding of CRM systems, and an ability to streamline processes for optimal efficiency. Capability to troubleshoot and resolve any issues that may arise during the transition period is crucial.
...searching for a senior-level accountant to manage a range of accounting tasks for my business. Key responsibilities include: - Expertise in bookkeeping, tax preparation and financial statement analysis - Handling all the accounting aspects with precision and accuracy - Providing regular financial updates and reports - Ensuring all the accounting practices are in line with the latest regulations Ideal candidates should have: - Proven track record in senior accounting roles - Extensive experience in bookkeeping, tax preparation, and financial statement analysis - Ability to communicate effectively through email - Strong organizational and analytical skills - Up-to-date knowledge of accounting laws and regulations - Professional accounting certi...
I'm looking for a skilled developer who can create an Outlook extension with integrations to vTiger CRM. The main features the extension should have include: - CRM Integration: The extension should seamlessly integrate with vTiger CRM for maximum efficiency - Contact Synchronization: It should be able to synchronize contacts between Outlook and vTiger CRM - Lead Generation: The extension should support lead generation functionalities with vTiger CRM - Email Tracking: Ability to track emails in Outlook that are related to data in vTiger CRM The ideal candidate for this project should have: - Experience in developing Outlook extensions - Proficiency with vTiger CRM - Strong background in CRM integrations - Excellent understandin...
I'm looking for a skilled developer to help us in creating a seamless connection between Wufoo (form builder) and our CRM Hirehop, using their respective APIs. Ideal Skills and Experience: - Proficient in working with APIs - Solid experience in integrations between Wufoo and CRMs - Skilled in real-time data synchronization - Familiar with creating triggers for data transfer Key Deliverables: - Set up a real-time synchronization process between Wufoo and Hirehop - Ensure that only 'Order Details' data is transferred - Create a trigger for data transfer upon form submission on Wufoo Prior to responding please take a look at the HireHop API documentation here:
...specific page. The collected data should be simultaneously sent to GoHighLevel (GHL) CRM for automated text and phone call follow-ups, as well as to an Excel sheet for manual review and further action. Key requirements: - Pixel Integration: Develop and implement a pixel solution that captures lead data. - Real-Time Collection: Ensure the system collects data instantly when a lead lands on the specified page. - GoHighLevel (GHL) Integration: Connect the system to GHL for automated text and phone call follow-ups. - Excel Integration: Enable the system to send collected lead data to an Excel sheet via email. Ideal skills and experience: - Proficiency in WordPress and pixel integration. - Experience with CRM systems, particularly GoHighLevel (GHL). - Knowledge of data handli...
I'm looking for a design professional skilled in creating memorable logos to craft a modern yet simple logo for my accounting business. This logo should be an excellent representation of the key aspects of my business. - Colors: Predominantly use blue and white. Feel free to incorporate additional colors only if they blend well and look professional. The blue from the website is hex #087E8B The while from the website is #F7F7F9 - Style: The logo should have a modern look, steering away from traditional designs. The text on our website for headings is 'Nimbus Sans Extended' & the text is 'NEUE HAAS UNICA - Optional Symbolism: You could incorporate an upwards arrow or graph as a key element in the design to depict growth and progress. This element should b...
I'm in need of a web-based multi SKU inventory software that primarily focuses on real-time inventory tracking. This software will be utilized by our warehouse staff to ensure products are correctly logged and easily retrievable. Key Fea...Tracking: The primary function of the system is to keep a close eye on the stock levels. - User-Friendly Interface: The software should be intuitive and easy to use for our warehouse staff. Integration: The system should have the capability to integrate with our accounting software. This is essential for keeping our financial records accurate and up-to-date. Ideal Skills and Experience: - Proven experience in developing inventory management software. - Familiarity with real-time inventory tracking. - Ability to integrate software with a...
Jsme malá, ale rychle rostoucí výrobní firma, která má pro monitorování procesu výroby svou interní aplikace napsanou v C# Core. Jelikož nám "odchází" náš vývojář, hledáme za něj náhradu. Jedná se o dlouhodobou spolupráci v trošku nepravidelném rytmu. Je to tedy vhodná pozice jako výplňovka ke své práci. Koho hledáme: - seniornějšího vývojáře s pílí ...trošku nepravidelném rytmu. Je to tedy vhodná pozice jako výplňovka ke své práci. Koho hledáme: - seniornějšího vývojá...
I'm in need of an experienced SEO specialist who can help me improve search engine rankings for my truck parts and accounting websites. Specifically, I'm seeking someone who can assist me with backlink building. The main goal of this project is to increase the websites' visibility on search engines, so it's important that the links are relevant and of high quality. Since my target market is local, it would be ideal if the backlinks could be sourced from local websites. Key Skills/Experience required: - Proven track record in SEO and backlink building - Understanding of SEO principles for different industries - Prior experience in local SEO would be a plus. I'm looking for someone who can work independently and provide regular updates on the progress...
...Gym's Name - Gym's Website Ideal candidates for this job are experienced data miners and researchers. Having a good understanding of the Fitness industry would be beneficial. Strong attention to detail is paramount, ensuring accuracy in data collection and entry. Additionally, demonstrating respect for privacy laws and guidelines, including GDPR, is essential. Experience with spreadsheets and CRM systems would be advantageous. Gyms must be privately owned only, non franchise. Offer Personal Training. Boutique Exclude: Category - Fitness Equipment Category - Community Health Centres & Services Category - Community Health Centres Category - Fitness Instructor Courses Mentions of - Gov Mentions of - Council Mentions of - Leisure Centre Mentions of - Aquatic Centre...
...set up a Cyclecloud cluster with four partitions to begin with; these will come in pairs. One partition will be high priority (aimed at running uninterruptible workloads) and the second will be low priority (spot), both using the same VM SKU. In the first instance, I would like to use HB120v2 for the two CPU partitions and the A100 GPU for the two GPU partitions. I would also like to have SLURM accounting set up within the cluster i.e. not using the MySQL service on Azure. Lastly I would like the cluster to have Prometheus/Graphana monitoring capability so that individual users can monitor job statistics. Eventually, we would like users to also be able to interact with the cluster via VS Code and Jupyter. Delivery : within 1 week -- please only bid if you have done this before. ...
...integrate a Dental CRM software and Voiceflow. Here's what I need: - Integration with Dental CRM: I want the patient data in the CRM to be synchronized with the chatbot we're building. - Integration with Voiceflow (chatbot builder): This part is slightly more complex. I need an integration that allows for booking and managing appointments, authorisation, as well as the ability to retrieve or create patient profiles. The goal is to build a chatbot that visitors to the website can interact with to book, reschedule, or cancel appointments. Automated messages to confirm changes will also be needed either through SMS or email. Ideal candidates will have experience in API integration, especially with CRM and chatbot builders like Voiceflow or Botpre...
I'm in need of a professional who can create a CRM system that's specifically aimed at automating our sales process. Furthermore, this system should be integrated with various marketing management features as detailed below. To ensure seamless operations, the CRM system should be able to integrate with a third-party app via API. Key responsibilities include: - Building a CRM system that focuses primarily on sales process automation - Ensuring the CRM system is well integrated with Email marketing, Social media campaign management, and SMS marketing - Seamless integration with a third-party app through an API Ideal skills and experience: - Proficient in CRM development, with a particular focus on automation - Strong background in Email market...
As part of an ongoing cold email outreach projet, I am looking to effectively move information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead sta...information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead statut to Airtable There is around 3K leads. Ideal freelancers will possess a solid understanding of cold outreach, sales funnel and ...
I'm in need of a skilled developer who can integrate Stripe payment into our current CRM system, which has an open API. The main function of the integration will be to track payments. Key Responsibilities: - Integrate Stripe payment system into our CRM - Ensure seamless payment tracking functionality - Testing the integration to ensure it's functioning correctly - Provide documentation on how to use the integration Ideal Skills and Experience: - Proficient in using Stripe APIs - Experienced in integrating payment systems into existing systems - Familiar with CRM systems and how they interact with external APIs - Strong problem-solving skills and attention to detail If you possess these skills and have prior experience in similar projects, I'd love to ...
...Vtiger CRM para unirse a nuestro equipo. El candidato ideal deberá tener amplia experiencia en la implementación, configuración y personalización de Vtiger CRM para satisfacer las necesidades de nuestros clientes. Será responsable de colaborar en el diseño, desarrollo e implementación de soluciones basadas en Vtiger CRM, así como de brindar soporte técnico y capacitación a los usuarios. Responsabilidades: - Implementar, configurar y personalizar Vtiger CRM según las necesidades de los clientes. - Colaborar en el diseño y desarrollo de soluciones basadas en Vtiger CRM. - Brindar soporte técnico a los usuarios y resolver incidencias. - Realizar capacitaciones sobr...
...transactions 4. prepare the accounting schedule (The “schedules”); A. Account Receivable, B. Account Payable, C. Payroll (Included MPF) D. Loan, E. Accrued expense. F. Amount due from/to G. Bank transaction. H. Fixed asset (with depreciation) 5. Prepare monthly financial statement (with the schedules Above) "Additional Scope" (I want you to do) 6. Using the accounting system "Odoo" for better recording process A. The Ideal scenario is keeping all the records at the Odoo. 7. Advise and enhance better workflow in accounting with our colleagues. 8. Translation from the Chinese to English from both. “Advance Scope” (I hope you to do) 9. Recording in manner of Managerial Accounting (costing schedule by projects) 10. Comm...
...our organization provides upfront funding for freight expenses. However, the existing process lacks a robust database system with simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tracking and Reimbursement: Record transportation details (departure, arrival, quantity of commodities) for each shipment. Calculate reimbursement amounts based on sales and freight costs. Automated...
I'm in need of a software that can handle all my accounting needs, as well as the management of employee-related tasks. Here are the specifics: - **Expense Tracking:** - Automatically import expenses from bank statements - Generate detailed expense reports - **Payroll Management:** - Calculate salary, deductions, and taxes for each employee - **HR Functionality:** - Manage employee profiles and contact information - Store and retrieve employee-related documents The ideal candidate should have extensive experience in developing accounting software, payroll systems, and HR management tools. The software should be comprehensive, yet user-friendly, with a focus on efficiency and accuracy. Prior experience in handling Arabic language requirements is a plus.
Gestion de leads, campañas automatizadas de whatsapp y email marketing. Generación de plantillas HTML para email y landing pages con IA (chatgpt) Html Builder para edición de plantillas Creación de plantillas de mensajes de whatsapp con api de meta whatsapp. Calendarización de envíos. Automatización de mensajes de whatsapp Calendario de correos y whatsapps. Embudo de ventas (creación de landings, listas de contacto) Seguimiento de leads (envío de email personalizado o whatsapp) Cambio de status de los leads Configuración de Agentes Virtuales con whatsapp. Almacenamiento de archivos en Azure Storage Ya existe una base de modulos y código en github
As a tax accounting firm, we need a modern and minimalist brochure/front page template created on Canva. This design will be a vital part of our client communications, underlining our commitment to transparency and professional service. Key Features: - The template needs to have individual fields for 'Client Name', 'Financial Summary', and 'Tax Advice Tips' & a 'performance graph'. - The design should embody a modern and minimalist aesthetic, reflecting our firm's expertise and reliable standing. - We would want the content creator to assist in creating the content. Then we would want generic fields or a pivot table to input data that then flows to the brochure/template. So that each client receives a personalised brochure. I...
I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenera...personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already o...
I'm in need of an experienced professional who can assist with financial statements preparation using Tally accounting software. Key Responsibilities: - Preparation of Balance Sheet, Profit and Loss Statement, and Cash Flow Statement Ideal Skills: - Proficient in Tally software - Experience in financial statements preparation - Attention to detail and accuracy in work - Knowledge of accounting principles and practices This role is vital to ensure the accuracy and validity of our financial data. Please only apply if you have demonstrable experience with Tally accounting software and financial statements preparation.
I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our project.
I'm looking for a skilled individual to handle our company's billing clerical tasks. The main responsibilities for this position will include: - Invoicing & Payments: You will be responsible for generating and sending out invoices for us. This r...these platforms is essential. - Customer Communication: You will also be communicating with our clients regarding billing and payment issues. Clear and effective communication skills are crucial for maintaining good relationships with our customers. On average, we generate between 50-100 invoices per month, so the ideal candidate will have experience managing a similar volume. Experience in the accounting field and familiarity with invoicing software are must-haves. A keen eye for detail and exceptional organizational skill...
I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.
We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. Responsibilities: Collaborate with our CRM team to understand our current processes and requirements. Conduct thorough research and gather necessary information. Write detailed, step-by-step instructions and guidelines for various CRM processes. Ensure documentation is easy to understand and follow for both new and experienced users. Organize and structure the content logically for efficient reference. Maintain con...
I'm in need of a skilled developer who can create a chatbot SaaS platform. ...easily adaptable and integrable for both educational institutions and businesses. - AI-powered Chatbot: The chatbot should be equipped with AI capabilities to facilitate efficient and effective customer service. - Integration Capabilities: The chatbot should seamlessly integrate with CRM software for customer management and live chat support. Ideal Skills: - Proficiency in chatbot development, particularly SaaS platforms. - Expertise in AI and machine learning to deliver an AI-powered chatbot. - Experience with CRM software and live chat support integration. Your input will be crucial in creating an impactful solution for enhancing customer support. Please include your relevant experience and...
Company Overview: We specialize in providing innovative automation solutions for small businesses, including CRM, marketing automation, graphic design, and print solutions. Our goal is to streamline operations and drive growth with smart, reliable, and professional tools. Design Guidelines: Concept and Style: Modern and Professional: The logo should reflect a contemporary and professional look. Innovative and Smart: Emphasize the innovative and intelligent nature of our automation solutions. Fluidity and Flow: Incorporate elements that suggest smooth operations and efficiency. Color Palette: Primary colors: Consider using blues, greens, or grays to convey trust, innovation, and reliability. Accent colors: Orange or silver can be used as accent colors to add vibrancy and modernity...
Hi Faisal F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
Hello! I read your project details and want to work for you. I can easily do your job because I am Accounting and Excel expert person. I am enthusiastic and passionate about this work. If you want to hire me please accept my proposal. Thank you! Anjali dore
...robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneously. - Integrate a basic CRM to manage and search client information efficiently. - Ensure the system can support a minimum of 10 representatives. - Provide the capability to...
I'm in need of a skilled WordPress plugin developer who can create a Wo...in need of a skilled WordPress plugin developer who can create a WordPress plugin for me. The plugin will be used to integrate Gravity Forms with our custom SaaS CRM. Key Requirements: - Integration of Gravity Forms with a custom SaaS CRM: The plugin should seamlessly connect the data collected from Gravity Forms to our custom CRM system - Urgent Timeline: I need this project done ASAP, so I'm looking for someone who can commit to this timeline Ideal Skills and Experience: - Proven experience in WordPress plugin development - Strong knowledge in integrating WordPress with external systems - Familiarity with Gravity Forms and CRM systems. It's beneficial if you have worked...
I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization and efficiency improvements -...
