Best crm for small financial services firm työt

Need to translate from Finnish to English. Please bid only native bidders who can start now. No agencies or firm and not allow any google or machine translation. Budget: $3/ each page Deadline: Asap

Logo for company named MARS IT Services Pvt Ltd.

Xibo CMS - developer / consultant for custom Widget needed We are looking for a freelancer with experience in the Xibo CMS platform configuration and Widget/Module development, for a Digital Signage product. In order to complete this assignment you would be need to be familiar with the following technologies: * PHP, JavaScript, CSS, * Amazon Web Services (existing CodeBuild & CodeDeploy and EC2 environment) * Linux (Ubuntu) * C++ basics (Not absolutely necessary, but might come handy) * Docker In addition of allowing you to use modern development tools, you have the opportunity to witness Digital Signage business from up close. DS is a natural evolution of traditional advertising business, which enables delivery of digital content exactly where the tar...

Konsultointipuolen yrittäjä hakee osa-aikaista assaria 15-20 tunniksi viikossa. Mieluusti työ tehdään kello kymmenen ja kuuden välillä. Tehtävänäsi on liidien generointi, tapaamisten sopiminen (chatissa) ja follow up. Päävastuut: -Identifioi hyvät liidit LinkedInistä jotka osuu meidän kriteereihin. -Laita niille kustomoituja viestejä LinkedInissä, sähköpostia jne. -Pidä meidän CRM ajan tasalla ja laita follow-upit ajallaan. -Träckää myyntiin ja liidien generointiin liittyviä numeroita. Vaadimme hakijoilta: -Sujuva suomenkielen kirjoitus. -Vakaa netti jossa Skype pelaa hyvin. -Detailorientoitunut ihminen joka pystyy keskittymään kyll...

Suunnittele logo Autokorjaamoyrittäjä, yrityksen nimi DBL-R Services Oy.

Minulla on edelliseen projektiimme liittyvää jatkuvaa työtä 'Design high quality vector logo for healthcare/beauty firm'

CRM, reseller, finance, etc

attached doc

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...house) 3. Car Workshop 4. Hairdresser (for women) 5. Bussines Consultant 6. Accounting Office 7. Personal Trainer 8. Tutoring 9. Beautician 10. Law firm Additional requirements: Ideal candidates for this project would possess: - Profound experience in graphic design and AI tools - A strong portfolio demonstrating previous work that is realistic and detailed - Excellent attention to detail and the ability to create a high volume of graphics - The capability to work efficiently while maintaining quality - Solid understanding of the intended use for these graphics in web development This project is pivotal for our website development service and we are looking for someone who can deliver exceptional

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO ...

Hello, I want to change the color of a shirt from green to white on a profile photo

I'm in need of a dummy web application that will solely serve as a demo platform, basically only html and css Key Features: - Display of dummy financial data: The dashboard should showcase dummy financial transactions in an organized manner. Ideal Skills and Experience: - Web Development - UX/UI Design Please note: This is a mock-up demo. The web application does not need to have any actual functionality, just the simulated display of financial transactions. I just need to make to show the demo to my supervisor, so basically just make the image I give into HTML and css so it can look the same

I invested few lakhs to acquire a 1.02% stake in an SPV. Despite the overall sale price appreciation over five years...observe irregularities (which will enable me to engage in a more informed dialogue with the SPV team). Key responsibilities: - Focus is primarily on the review of financial statements - Identify any signs of financial fraud - Deliver a comprehensive report of your findings Ideal candidates for this project should have: - Proven experience in forensic accounting - Comprehensive understanding of financial statements - Ability to detect signs of financial fraud - Excellent report-writing skills - High attention to detail If you have a track record of conducting successful forensic audits and are confident in your ability to identify fi...

I require a seasoned website designer who can envision and construct a functional, streamlined logistics website targeting business clientele. Key Requirements: - The website should be centered on providing informational content specifically about my logistics services. - Primarily, it has to appeal to a business-oriented audience, who are seeking practical and efficient logistics solutions. Ideal Skills and Experience: - Experienced in creating professional, information-centric websites - Knowledgeable about the logistics industry - Proven record of designing websites that cater to a business audience - Ability to prioritize functionality and user experience in design.

I am in search of an experienced professional to craft a concise and engaging company profile for my business. The profile should be in a Word document format and should be between 1-5 pages in length. I specifically want to highlight the following: - Company History: A succinct yet informative overview of our journey, achievements, and milestones. - Products/Services: Detailed descriptions of our offerings, emphasizing their unique features and value propositions. The ideal freelancer for this job should have a good grasp of business language and a proven track record of creating effective company profiles. Excellent writing and Word formatting skills are also essential. Previous experience in my industry will be an added advantage.

I am in need of a professional to assist me with getting a form notarized stating that as a non-US resident, I am not liable to pay US federal taxes for my Delaware-based company. Key responsibilities include: - Ensuring that the provided form is correctly notarized and signed off - Familiarity with the tax laws and requirements for non-US residents in relation to Delaware-based companies This is a one-off task with no additional services needed. The ideal candidate should have prior experience with notarizing similar forms and thorough knowledge of US tax laws, particularly as they apply to non-US residents.

...unlimited revision. The purpose of this newsletter is to promote our products and services to both our existing and potential customers. Hence, the design needs to be customer-focused and conversion-oriented. Key responsibilities include: - Craft a professional, visually appealing and on-brand newsletter design that supports our products and services - Implement a clear and compelling call-to-action to drive engagement and conversions - Ensure that the design is mobile responsive and compatible with multiple email clients Ideal Skills & Experience: - Proficiency in Mailchimp and email design best practices - Strong graphic design skills and a keen eye for detail - Previous experience in creating engaging newsletters for a similar audience - Un...

I need a skilled video editor to work on a 1-minute corporate video for my company. Key Requirements: - The video is a promotional piece. The goal is to advertise our services and attract potential clients. - You will need to use your creativity and editing skills to make the video engaging, professional and visually appealing. - The length of the video is 1 minute. It should be engaging right from the start and maintain viewer interest throughout. The ideal freelancer for this project will have experience in corporate video editing and an understanding of advertising. Creativity and a keen eye for detail are essential. A portfolio showcasing previous relevant work will be highly valued.

I'm looking to establish a seamless, efficient synchronization bridge between Nextcloud and Dropbox. Key Requirements: - Ma...Master Source: Dropbox - Synchronization: I am open to both real-time or scheduled syncing, the preference being whichever is more efficient. - File Types: I want all file types to be synchronized between the two storage services. Ideal Skills and Experience: - Proficiency in both Nextcloud and Dropbox is essential. - Experience in setting up and maintaining synchronization systems between different cloud services. - Strong understanding of file systems and synchronization methodologies. - Ability to provide insights and advice on the most efficient syncing strategy for my needs. Please include examples of similar projects you've...

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DO YOU WANT TO BE HIRED FAST? SEND A DRAFT TO PM, I'll review it and if I like the work it's yours. Check out the websites and then think about how you could combine all these services into one website, basically that's what I want. The main objective of the project is to develop a website where we combine the features and services of and in one website. DO for this I need a figure so that the developer can follow the design. We will offer both features of the mentioned sites on a single website so we need to combine them in an ingenious way, so I need a designer to create a figma file or similar so that the developer can use it as a guide. we must combine it in ingenious ways. . I need an expert in saas projects Please share your previous related ...

...integrating relational databases and APIs from web services is crucial. - Data Consolidation: You should be able to create a cohesive, consolidated dataset from these different sources applying appropriate design principles. - Medium-sized project: The data needing integration and consolidation is between 1GB and 10GB, so experience handling medium-sized data sets is ideal. Your main aim will be to ensure that the data warehouse is efficient and can handle the needs of our data integration and consolidation. Experience in similar projects is essential. You will be working with roughly 5 databases, some direct access, some via API (including basic XML feed in 1 instance). We do not have expectations on the total timeframes (may be up to 3 weeks for 2-3 days per week) as th...

I'm seeking a lead generation expert with exper...clients within the specified industries - Initiating contact with decision-makers through phone calls to introduce our services - Qualifying leads and setting appointments for our sales team - Building and maintaining a database of potential clients The ideal candidate should have: - Proven experience in B2B lead generation, specifically within the pharmaceutical, chemical, healthcare, API & nutraceutical sectors - Excellent communication and interpersonal skills for phone-based outreach - A proactive and results-driven approach to generating new business opportunities - The ability to work independently and as part of a team to achieve lead generation targets Experience with CRM systems and email mark...

we have made a scan for a wordpress site and there are some elements that are taking more time to load that it should, thus slowing down the website and loosing google ranking. The item with the highest content playback 15,750 ms Remove resources that block playback You can save 2850ms Stream images in modern formats You can save 2,205 KiB Minimizes main thread processing 2.7s Encode images efficiently You can save 1,577 KiB Reduce unused CSS content You can save 63 KiB Size images correctly You can save 118 KiB Those are the results from scanning that should be fixed. Small project, bid should be final bid. No bid increase possible after placing bid !

I need a professional website that aptly portrays my investment advisory services and showcases my portfolio. The website should cater to individual investors, small business owners, and high-net-worth individuals. Key Features: - Detailed and clear information about my advisory services: Candidates with experience in creating informative and engaging content relating to finance or investments will have an advantage. - An investment portfolio section: The ideal freelancer should demonstrate an ability to elegantly display financial data in an accessible manner. - A contact form: Allow visitors to submit inquiries directly through the site. - An investment calculator: This needs to be user-friendly and visually appealing, requiring both frontend and backend...

I need a Graphic Designer who can compellingly create a 1 page PowerPoint. This PowerPoint is designed to introduce potential business partners to the steps in delivering our services. Your task would entail creating a 1 page Slide based on 'Boxes' of text in a spreadsheet. It must be complete by 13:00 London Time today. The requirements are: - Create a one-page PowerPoint Slide - Tone must be Professional - The target audience is potential business partners - Slide must be completed by 13:00 London Time today - Include "qqq" in your response to show you've read and understand the project details - All parts of the slide must be editable in LibreOffice - Budget is USD 50.00 The spreadsheet will be sent to you before you bid. Ideally, ...

I'm looking for an Angular developer with intermediate level expertise. Your primary task will be frontend development of a responsive web design. Key Responsibilities: - Development of a single-page application - Integration with third-party services - Maintenance and bug fixes Ideal Skills and Experience: - Proficient in Angular and frontend development - Experience in creating efficient single-page applications - Knowledge of third-party integration - Strong UI/UX design skills - Proven track record in responsive web design Please provide previous work samples showcasing similar functionalities. Note that you will be expected to maintain the site after deployment, fixing any bugs that arise. Your efficiency and problem-solving skills are key in this role.

I am looking for a skilled person to create a professional company portfolio for our home automation touch switch board manufacturing company. The file should include the following features: - An About Us section which covers: - Our company history - Mission and vision - Our strengths - Service offerings - A Services section that highlights our key service: - Home automation touch switches The ideal freelancer for this project should be experienced in creating a sleek and functional portfolio. Knowledge of design principles and an understanding of the electronics or home automation industry would be a plus. Previous experience in developing a portfolio for manufacturing or technology companies will also be highly valued. Please share your po...

I'm in need of a skilled graphic designer for my business. Specifically, I require a logo design and website design. Key Elements: - **Logo Design:** The logo will be the cornerstone of my brand. It needs to be professional, memorable and align with my chosen color scheme. - **Website Design:** The primary purpose of the website will be to showcase my products/services. It should have a modern and user-friendly design that reflects my brand identity. Ideal Candidate: - Proficient in graphic design with a strong portfolio - Experience in creating logos and website designs - Understanding of branding and color psychology - Able to work closely with me to understand my vision and requirements Your role will be crucial in shaping the visual identity of my business. I...

I'm looking for a creative and experienced Wordpress developer to completely revamp my website's layout and structure, majorly focusing on homepage redesign and navigation improvements. Interactive features are key to the new design to promote user engagement. The Goals: - Amplify user engagement - Augment conversion rates The Features: - A detailed and easy-to-navigate services/products page The ideal freelancer for this project should possess strong skills and experience in web design, UX/UI, and Wordpress, with a portfolio of interactive and easy-to-navigate web projects. Strong SEO skills will also be highly valued. The freelancer should understand how to create a design that not only looks great but also drives user engagement and conversion.

...table. The data in question is financial in nature, and more specifically, the focus is on expenses. Here is what I require: - Just the expenses data extracted from the Excel file and made available for the creation of a pivot table. - You'll need to determine the format of the data in the Expenses column. Your skills and experience: - Advanced knowledge of Microsoft Excel, especially in working with different types of data. - Proven experience in handling financial data, specifically expenses. - Ability to interpret varying formats of data on Excel. - Good problem-solving abilities, given that the specific format of the data in the Expenses column wasn't provided. If interested, please provide a portfolio showcasing your past work relating to Excel a...

I need a freelancer who can conduct a quick stock market research based upon availability. I am looking for a potential talent that can develop an algorithm for me that can help us keep earning money in the stock market without losing any money. I want to make an automate notification based on financial news so that I can just simply buy it if I know the top price going to go up and sell it if I know the stock price goes down in the future. So then I can prevent such thing, loosing money, to happen to me again in the future. For example, if I ask you, why is this particular stock's price (7781.T) has significantly decreased today morning (16th March 2024) ? What is your proposal solution to prevent that from happening of what I should have done in the pas...

...looking for a skilled developer to create a user-friendly platform that will serve as a comprehensive search tool for dormitories. This platform will cater to both students and dormitory managers. Key Features: - User registration and login system - Detailed search functionality for finding specific dormatories - Comparisons between dormitories, based on user-specific parameters like price, location, user reviews and extras like Wi-Fi availability, breakfast and other services - Information display in a grid view format - Dormitory Profiles: Information provided in these profiles should cover Location, Pricing, Availability, Facilities, Reviews, and Ratings. - Search Mechanism: Users should be able to search for dormitories by Location, Price Range, a...

I'm looking for a freelancer to build a microfinance project. The goal of this project is to facilitate small loans to entrepreneurs and track loan repayments. Readymade Micro finance project for WestBengal base. The ideal candidate should have experience in developing financial management systems. Clear understanding of microfinance principles is a plus. Looking for a freelancer who can deliver a user-friendly, secure, and reliable platform.

...professional corporate PowerPoint presentation, with an objective of introducing my company to potential clients. This slideshow should primarily focus on my company’s products and services, demonstrating our competencies and capabilities effectively. Key Requirements: - Deep understanding of PowerPoint design, and good eye for attention-grabbing visuals - Ability to translate corporate and product information into engaging content - Experience in creating corporate PowerPoint presentations is a major plus Specific Elements: - The presentation should showcase our capabilities, the products or services we excel in. - While not necessary, a designer who can incorporate well-crafted infographics would be ideal. Looking forward to collaboratively creating...

15% commission bonus + flat rate I am looking for experienced cold callers who can effectively set appointments for my web development business. Your main task will be to reach out to potential clients, presenting them with our unique selling propositions. Responsibilities will include: - Appointment setting. Your main goal is to turn potential clients into confirmed appointments. - Developing your own pitch. While I want you to understand my business thoroughly, I do encourage creativity. I believe a personal approach works better in cold calling so feel free to develop your own effective pitch. - Emphasizing our strong points. Our web development service stands out for its competitive pricing and proactive customer support. Your pitch should revolve around thes...

I'm in need of a skilled graphic designer to create a sleek and professional company profile in Arabic language. The profile should be visually appealing and informative. Key Requirements: - Proficiency in Arabic: F...potential clients and investors through creative design and presentation. - Efficient & Detail-Oriented: The profile will be 6-10 pages long, so it's important that you are able to manage the content across multiple pages without losing the reader's interest. The profile should serve as a key tool for our business, showcasing our services and attracting potential clients and investors. If you have experience in Arabic design and marketing, please reach out. Thank you. The ability to search online for the required photos by the copyw...

I'm looking for a talented developer to create a visual flow builder specifically for WhatsApp Business API. The chatbot should have automated responses, user data collection and CRM system integration. I am also open for integrating any Opensource projects or any relevant suggestions Key requirements: - Design and implement a visual flow builder for WhatsApp Business API - Develop the chatbot with Node.js - Implement automated responses and user data collection features - Integrate the chatbot with CRM systems for seamless user data management - Ensure the chatbot is user-friendly and intuitive to use on the WhatsApp platform. Ideal skills: - Proficiency with Node.js and a solid understanding of JavaScript - Experience in building...

I am in need of a skilled freelancer with expansive knowledge in tax filing and planning, financial statement preparation, audit and assurance services, winding company procedures, and addressing private limited pending compliances. Ideally, you should have vast experience in handling financial matters for small businesses. Your application should include: - Detailed project proposal: Kindly break down how you plan to provide the services I require. Highlight your approach, the steps you will take, and the tools and methodologies you will employ to ensure everything is done professionally and up to standard. Skills and Experience: - Certified Accountants and Company Secretaries: Given the complexity of the work, it's crucial that you hav...

...specifically for a children's tableware business targeting preschoolers (3-5 years). The main goal of this business plan is to guide my business operations strategically. Key aspects that should be incorporated in the plan include: - Comprehensive Market Research: Specifically tailored to the local community markets as these are the primary target markets. - Competitive Analysis: A detailed evaluation of the current and potential competition within the preschooler's tableware industry in local community markets. - Marketing Strategy: Developing an effective and robust marketing strategy that appeals to this particular demographic. - Financial Projections: Accurate and detailed financial projections to chart the path for sustainable growth and pro...

I'm looking for a skilled presentation designer to create a visually engaging company presentation. The goal of this presentation is to attract new clients to our business. Key Aspects to Highlight: - Products and services: The presentation should clearly and creatively showcase our range of products and services. - Company history and background: A concise but compelling overview of our company's history and background is needed. - Team and expertise: The presentation must exhibit our team's expertise and experience in a way that captivates the audience. I prefer a design that is heavy on visuals, images, and graphics. The overall look should be modern, professional, and engaging. Ideal Skills: - Excellent presentation design skills - Graphic design...

...Business Model Financial Status & Plan 
-Milestones with Timelines 
 
-Vision for the future of the company Given the current stage of my project, which is already launched, it's important that the freelancer understands the need to present a compelling narrative around the existing traction, revenue generation, and scalability potential. The financial forecast associated with this pitch deck only needs to provide a basic overview. I am not looking for a detailed month-by-month breakdown, but rather a clear and concise summary that investors can quickly grasp. The ideal candidate for this job would have: - Prior experience with creating suc...

...need of a franchise or licensing agreement expert to assist in creating a partnership or collaboration agreement for my business. Key Elements: - Define Roles and Responsibilities: It's crucial for the agreement to explicitly outline the functions and expectations of each party involved in our partnership. - Revenue Sharing & Financial Arrangements: The agreement should clearly state how profits will be shared and what the financial arrangements will entail. - Termination & Exit Strategies: Having a clear exit strategy is necessary for any business agreement. The document should cover the terms of termination and the process for exiting the partnership. This job would be ideal for someone who has experience with: - Draftin...

...Uploading an existing Android app to Google Play Console: The developer must be able to guide through the process, ensuring that the app is uploaded correctly and isn't rejected. - Managing app releases: The selected freelancer should be able to handle the release process on Google Play Console, including managing updates and implementing best practices to ensure a smooth release. Specific Permissions: - The app requires access to: - Location Services - Camera - Storage The ideal candidate should have a strong background in Android app development, and should possess the following skills and experiences: - Proven experience in uploading apps to Google Play Console without rejections - Prior experience managing app releases and updates - Expertise in Android d...

...a large scope. This role includes voiceover services, editing, SEO writing, and thumbnail creation. - **Voiceover**: I require friendly and conversational voiceovers for my videos, which are often more than 10 minutes long. Ideally, you should have experience in long-form voiceovers with samples to share. - **Video Editing**: Preference will be given to freelancers experienced in crafting documentary-style edits. Efficiency and attention to detail are key. - **SEO Writing and Thumbnail Creation**: Alongside video production, I require assistance in writing SEO-friendly content and generating engaging thumbnails to maximize views. Experienced freelancers, particularly those who have worked on similar YouTube channels, are favored. Passion for producing top-quali...

I'm seeking a proficient SEO professional to significantly improve the search engine rankings of my website. I want a comprehensive focus on multiple sections of the website including the homepage, blog sections, and our product/services pages. - Expected Deliverables: 1. Thorough SEO optimization for homepage 2. Comprehensive improvement for blog section’s SEO 3. Effective SEO strategy for product/services pages The ideal contractor should have proven skills in SEO strategies, familiarity with ranking improvement, and a keen eye for detail. A professional with experience in working with similar sites would be preferred. I'm expecting the project to be richly completed within a month. Send over your bid if you're able...

I'm looking for a talented designer to create an illustrative poster for our company, which specializes in removing snakes from homes and businesses. The poster will primarily be displayed in physical locations, so it needs to be eye-catching, informative, and visually engaging. Key Information: - Company name and logo - Services offered (snake removal) - Contact information - Photos (of snakes and/or successful removals) The poster should have the logo and phone number at the top - 0418633474 Caution - Snakes Have Been Found In This Area. In case of snake sighting: *Call snake catcher and discuss next steps * Attempt to continually watch the snake * Try not to scare the snake so it doesn't attempt to hide. *Alert all staff of the situation. * If a bite oc...

I need a certified lawyer to notarize an incumbency certificate from a company in the British Virgin Islands. The notarization involves printing and certifying the true copy with your name, certification, ...lawyer to notarize an incumbency certificate from a company in the British Virgin Islands. The notarization involves printing and certifying the true copy with your name, certification, and date. Key Requirements: - Notary services for an incumbency certificate - Capable of printing and certifying the true copy - Name, certification, and date insertion Important Information: - Specific deadline for this task - No additional legal services required Please note that the original documents are still with me, and I will provide them to you through the most c...