Zoho crm työt
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...
I run a young software studio and need a results-driven closer who is happy to work purely on commission. Your mission is simple: bring in new clients, lead discovery calls, negotiate terms, and walk them through to a signed contract. I will supply case studie...qualified meetings, run demos or discussions, prepare proposals (I can help with the technical sections), and close. Every time a client releases the first milestone you receive an agreed-upon percentage of that payment, with no cap on earnings. Success benchmarks • At least 3-4 qualified client calls per month • First project closed within one month • All lead and deal data entered in our shared CRM If you have prior experience selling software services and love performance-based rewards, let’...
I have Odoo 19 Community version installed on my own server, which I use as CRM. I'm looking for someone to help me customize email templates, and add What's App capability. My main developer is busy. So I need a 2nd developer who will have more time for me.
...our back office organised while making sure every incoming call is handled courteously. English speaking is a must. Core responsibilities • Data entry into our cloud-based CRM and Google Sheets • Scheduling client appointments and maintaining calendars inside Google Workspace • Monitoring and tidying the shared inbox, drafting or sending responses when appropriate • Answering inbound calls during business hours, giving clear answers to general enquiries and recording messages for anything you can’t resolve on the spot Familiarity with Google Workspace (Gmail, Calendar, Sheets) and everyday use of a modern CRM is essential, as you’ll spend most of your day inside those tools. You should also feel comfortable switching between tasks...
...Como Setter de Citas, serás el primer punto de contacto con nuestros potenciales clientes. Tu principal objetivo será calificar leads y agendar citas de alta calidad para nuestro equipo de coaching. Buscamos a alguien con excelentes habilidades de comunicación y una fuerte motivación para alcanzar y superar los objetivos. Responsabilidades • Gestión de CRM: Mantener actualizada la base de datos de clientes y prospectos en nuestro sistema CRM. • Agendamiento de Citas: Contactar a los leads asignados para calificar su interés y agendar citas para sesiones de estrategia con nuestros coaches. • Seguimiento de Leads: Realizar un seguimiento sistemático y profesional de los leads a través de diferentes ca...
I need assistance setting up accounting in Odoo 19 for my manufacturing business. Key requirements include: - Setting up General Ledger and Cost Accounting - Integrating with CRM and Inventory Management systems Ideal Skills and Experience: - Proficiency in Odoo 19, specifically in accounting modules - Experience in integrating Odoo with CRM and Inventory systems - Background in manufacturing accounting Would prefer in person in the Phoenix az area attractive daily rate at least a few days work Needed immediately Please provide relevant experience in your bids. Thank you!
...Platform that covers both customer-facing and back-office processes. On the CRM side, the solution must capture every contact, automate the sales pipeline from lead to closed deal, and provide a smooth service console so support tickets never fall through the cracks. For ERP, I want real-time inventory visibility, clean financial ledgers with multi-entity reporting, and straightforward HR workflows covering onboarding, leave, and performance reviews—all surfaced inside the same Dataverse environment. Preferred stack: Power Apps model-driven apps, Dynamics 365 components where licensing allows, Power Automate for orchestration, and Power BI for dashboards. Key deliverables • Model-driven app(s) that deliver the three CRM modules: Contact management, Sa...
I run a young software studio and need a results-driven closer who is happy to work purely on commission. Your mission is simple: bring in new clients, lead discovery calls, negotiate terms, and walk them through to a signed contract. I will supply case studie...qualified meetings, run demos or discussions, prepare proposals (I can help with the technical sections), and close. Every time a client releases the first milestone you receive an agreed-upon percentage of that payment, with no cap on earnings. Success benchmarks • At least 3-4 qualified client calls per month • First project closed within one month • All lead and deal data entered in our shared CRM If you have prior experience selling software services and love performance-based rewards, let’...
...need a bespoke CRM that keeps every stage of my real-estate leads organised while directly tying into the marketing campaigns that feed those leads. The build must cover three core functions from day one: • robust lead tracking so I always know source, status and next action; • automated email follow-ups triggered by lead behaviour or timeline; • clear, at-a-glance reporting and analytics so I can see which ads and agents are converting. The system has to talk natively to both Google Ads and Facebook Ads—pulling campaign data in and, ideally, pushing conversion events back out—so I can view performance without jumping between dashboards. Two user roles will run the daily workflow: Admin (full control) and Agent (restricted to their own leads and ...
I need QuickBooks Online feeding Zoho Analytics continuously so that every sale, expense, supplier balance, customer balance and project-level profitability figure appears in my Zoho workspaces the moment it is entered in QBO. Scope • Build or configure an integration that listens to QBO in real time (webhooks/API) and pushes the data into Zoho Analytics through its Data Upload or in-built connector endpoints. • Map fields for the five data sets mentioned above, preserving historical records and incremental updates without duplicates. • Set up error handling and simple logging so I can trace failed uploads, if any. • Provide a short hand-off document (or quick Loom walkthrough) showing how to restart or adjust the sync if I change a field ...
Automated Re...cash flow criteria. - Automatically format and publish daily posts to Facebook and WhatsApp groups. - Integrate a CRM system to capture inbound leads. - Provide documentation for system management. Read more References - Provide similar projects you have completed. - List tools you recommend for this system. Additional information I want to create a streamlined system for investors to access and engage with cash-flowing property deals. The system should function seamlessly across my social media platforms to generate leads. I'm looking for suggestions on tools and advice based on your experience with similar projects. Read more Automation Type Data syncing, Lead generation, CRM workflows, Social media posting ntegration Points Social Media Platforms Facebo...
...poder de decisión o influencia (Compras / Ingeniería / Producción). Cada cita debe incluir nombre de la empresa, contacto, cargo, email, teléfono y confirmación de agenda. Alcance Prospección B2B mediante email, LinkedIn y/o llamadas. Uso de CRM o herramienta de seguimiento ( o similar). Reporte breve al finalizar con resultados y datos de cada prospecto. Presupuesto total del proyecto USD 2,000 (Entrega: 8 citas calificadas y confirmadas con prospectos relevantes.) Requisitos Experiencia previa en generación de citas B2B. Conocimiento de CRM (Apollo, HubSpot, Pipedrive, etc.). Inglés intermedio o avanzado. Excelente comunicación escrita y seguimiento. Importante Este proyecto no es de marketing digital...
...program that also pays the business a monthly commission. The primary focus is salons and spas, bars, liquor stores, and grocery stores, but you’ll also come across laundromats, hotels, pharmacies and other high-traffic venues that fit our model—feel free to pursue them when it makes sense. You’ll be provided with new business listings to call, a brief pitch, qualifying questions, and a simple CRM submission form to capture each prospects contact name, business name, best phone number, address and email. I expect you to work from your own calling setup (soft-phone or VoIP is fine) and to update the lead submission sheet in real time so I can follow up immediately after your shift. A successful day means consistent activity, clear records, and a steady flow of ...
...purchase or subscription. If you have proven tactics in social media, email, or paid ads I am open to suggestions, but my current priority is a personalised, one-to-one onboarding approach. To keep us aligned, here is what I expect you to deliver: • A steady weekly quota of qualified B2C leads, complete with contact details, interest notes, and next-step status • Clean records maintained in my CRM (or a spreadsheet if you prefer while we ramp up) • A concise end-of-week report summarising outreach numbers, conversion ratios, and any insights that could improve the process If you are proactive, comfortable speaking directly with consumers, and can demonstrate recent success in a similar lead-gen role, I’d love to hear how you would tackle this brief a...
Our organisation is moving its day-to-day operations onto and I need a partner who can architect the entire workspace from scratch. The first milestone is a volunteer-management system that captures sign-ups, matches people to shifts or projects, and then drives timely email and SMS updates. I am platform-agnostic for the messaging layer—Mailchimp, Sendinblue, Twilio or another option—so long as the integration is clean, reliable and easy for non-technical staff to maintain. Once the volunteer flow is live, the same account will expand to: • Donor management with digital giving integration and real-time tracking • Project management boards for multiple construction jobs, including task dependencies and budget visibility • Homeowner assistance check-ins, ac...
...so every conversation flows straight into my Zoho CRM. The goal is simple: once you are done, I want to open any contact or lead record and immediately see the full thread of emails and WhatsApp messages exchanged with that person, ready for follow-up or automation. Here is what must happen: • Connect my Outlook mailbox to the Zoho CRM email module, complete authentication, and verify that incoming + outgoing messages are being logged against the correct records without duplication. • Enable WhatsApp inside Zoho CRM (using the officially supported channel, e.g. Facebook Business API/Twilio or the native Zoho partner route), map the number, and make sure messages appear in the timeline exactly the way emails do. • Swit...
I’m reorganising my equipment-maintenance and rental company and need ClickUp configured as a stop-gap CRM and workflow manager while the full 120-page master system is being built. I would like to have an expert work with me online and I provide immediate feedback to remove the delays of waiting on my responses. In ClickUp I want spaces, folders and views that let my team: • run day-to-day task management, • track every piece of equipment (status, service dates, rental history), • manage client details and interactions. I do intend to hook this workspace into the other tools we already rely on, so please map out and implement integrations for: • our accounting software, • communication tools, • inventory management package. D...
...book product demos. • Articulate business value to department heads and C-level stakeholders, tailoring ROI stories to each vertical. • Negotiate pricing and contract terms that satisfy both client objectives and our revenue targets. • Keep every touchpoint logged and forecasted inside a modern CRM (Salesforce, HubSpot, or similar), delivering clean weekly reports. Key qualities I absolutely need: • Excellent communication skills • Strong negotiation skills • Practical experience with CRM software Success will be measured by the consistency of your pipeline reports, accuracy of forecasting, and attainment of the monthly revenue targets we set together. If you thrive in fast iterations, enjoy autonomy, and can start reaching out...
...book product demos. • Articulate business value to department heads and C-level stakeholders, tailoring ROI stories to each vertical. • Negotiate pricing and contract terms that satisfy both client objectives and our revenue targets. • Keep every touchpoint logged and forecasted inside a modern CRM (Salesforce, HubSpot, or similar), delivering clean weekly reports. Key qualities I absolutely need: • Excellent communication skills • Strong negotiation skills • Practical experience with CRM software Success will be measured by the consistency of your pipeline reports, accuracy of forecasting, and attainment of the monthly revenue targets we set together. If you thrive in fast iterations, enjoy autonomy, and can start reaching out...
We need a seasoned Power BI developer who can take full ownership of dashboards refinement while tying everything back to our Dynamics CRM records. You should already be comfortable tweaking entities, fields, and views in Dynamics so the visual layer in Power BI always reflects clean, meaningful data. Automated hand-offs between systems matter just as much: I rely on Power Automate and power platform. Here is how we will work together: You must work Monday–Friday during the European evening window - e.g 8:30 PM – 12:30 AM Indian standard time - these core working hours. Communication will be on Teams, and we will ask you to sign an Indian NDA that uses Aadhaar-based verification before any access credentials are shared. When you reply, please include answer each qu...
I need a CRM system that can effectively manage lead tracking, sales funnel management, and provide comprehensive reporting and analytics. The CRM should seamlessly integrate with Google Sheets. Key Requirements: - Lead Tracking: Monitor and manage potential sales leads. - Sales Funnel Management: Visualize and control the stages of the sales process. - Reporting and Analytics: Generate insights on sales performance and forecasts. - Integration with Google Sheets: Sync data effortlessly. Ideal Skills and Experience: - Experience in developing or customizing CRMs. - Strong understanding of sales processes and funnel dynamics. - Proficiency in reporting tools and data analysis. - Familiarity with Google Sheets integration. I need this done ASAP. Looking forward to your exper...
...presence across Kerala and I need a few dependable work-from-home professionals to handle daily customer-support calls and the related data collection that follows each conversation. Here’s what the assignment looks like: • You will receive incoming and follow-up customer-support calls routed to you through our VoIP platform. All calls are in Malayalam, with concise English notes entered into our CRM after each interaction. • After every call, update the ticket status and capture key details (caller issue, resolution provided, and any follow-up needed) in the spreadsheet template I provide. Accuracy here is critical, as these records feed our internal analytics. • At the close of each shift, email me the completed sheet and a brief voice note summarisin...
My Zoho CRM instance is live and in daily use, yet several structural gaps are starting to slow the team down. The biggest pain point is forecasting and analytics, reports don’t align with reality and the pipeline totals keep shifting. On top of that, dynamic fields in a handful of email templates refuse to populate, and data is drifting between modules. Data fluidity across entire CRM is crucial and is a big struggle were having. I need a Zoho specialist to review the current configuration and leave me with a clean, scalable system. The core items you will tackle include: • Standardizing data across modules ‑ Customer information ‑ Sales pipeline details ‑ Activity logs • Repairing email templates so every dynamic field pulls th...
...the demo (I’ll provide access and marketing collateral), and convert them to one of our recurring subscription plans. • Every successful sign-up is tracked in our partner portal, letting us both monitor performance in real time. • Commissions are paid immediately after the first invoice clears; the structure is generous and scales with volume. Ideal familiarity: SaaS B2B selling, CRM tools like HubSpot or Zoho, and basic knowledge of ERP terminology so you can answer first-level questions without waiting on me. If you already have a network in manufacturing, wholesale, or services, that’s a strong advantage—we’ve seen the quickest uptake there. Deliverables I’ll review: 1. Weekly report of leads approached, demos booked, and de...
...prove your results and your per-conversion fee will rise. What You’ll Do - Research each prospect (website, social channels, recent news) so calls feel personal, not spammy. - Call & qualify: identify the decision-maker, gauge interest, handle basic objections. - Book a discovery meeting directly into my calendar (Calendly link provided after hire). - Log every touchpoint in our simple Google Sheet CRM (call outcome, next step, notes). - Follow up via email/LinkedIn where appropriate (no bulk blasts). What I'll Provide - 600-800 targeted UK and US leads/month (company name, phone, email, niche etc.). - Discovery-call script, objection-handling sheet, and Calendly access. What You Bring - Confident, articulate phone presence in English. - Basic SEO / digital-mark...
...verified warm leads daily (decision-maker name, direct number, best call-back time, and expressed interest level). • End-of-day summary highlighting hot prospects or issues encountered. Fluency in Malayalam is essential because many owners prefer discussing finances in their mother tongue. Prior experience selling financial services over the phone is strongly preferred; familiarity with CRM tools such as Zoho CRM or HubSpot will make the workflow smoother. This assignment starts as a one-month contract and can extend long-term if the lead quality is solid. Let me know your earliest start date and any relevant success metrics from past telecalling campaigns in Kerala....
... • Data entry – enter candidate and employer information into our database with total accuracy, double-checking for errors before you hit save. Tools you should already feel comfortable with include Google Workspace or Microsoft Office for docs and scheduling, along with a basic CRM or help-desk dashboard for calls, tickets, and chat. Fast typing, clear English, and a calm phone manner are essential. Deliverables I expect 1. Daily calendar and inbox report showing items handled, pending, or escalated. 2. CRM records updated in real time with zero duplication or missing fields. 3. Customer interactions logged and closed within the same business day, unless flagged for follow-up. If you enjoy juggling varied tasks, speak confidently on the phone, and care...
...dans l’horaire du vendeur Tâche demandés ; - Ajouter des gens qui correspond à notre avatar client - Engager des conversations sur les réseaux sociaux (Facebook, instagram et Linked) avec des leads chaud et froid. - Connecter avec les potentiels clients - Faire un suivi avec les leads chaud - Planifier une rencontre à l’agenda et proposer de les aider lors d’un appel de vente. - Organisé le CRM (High level) Compétences - Capacité de communication -Résilience et désir de se dépasser - Aime la performance - Sait utiliser Chat GPT , peut apprendre Go high level. Page facebook avec 6000 Abonnées et instagram avec 2500 Abonnées. Script fourni Liste de tâches...
We're looking ...Familiarity with the 3D printing or maker community • Experience with helpdesk tools (Zendesk, Freshdesk, Gorgias, etc.) • Experience with CRM tools (HubSpot, Pipedrive, etc.) • B2B sales experience alongside B2C support • Multi-language skills --- HOW WE WORK • Remote, flexible hours • Clear communication, ownership mindset • Customer-first mentality — every interaction matters • Long-term relationship with the right person --- TO APPLY 1. Your background in customer service, success, and/or sales 2. Examples of how you've improved customer satisfaction or driven revenue growth 3. Your experience with e-commerce customer journeys 4. Tools you've worked with (helpdesk, CRM, etc.) 5. Fee structure ...
...• Building and shipping product — you code, not just delegate • Custom-built e-commerce platform (currently built with Lovable) • Front-end, back-end, integrations, automations • Rapid prototyping — vibe coding mindset, leveraging AI tools to move fast Architecture & Infrastructure • Designing scalable architecture that grows with the business • Third-party integrations (payment, shipping, ERP, CRM, analytics) • Performance, security, and reliability • Version control, CI/CD, and engineering best practices AI & Automation • Building AI-powered features (product recommendations, search, chatbots, dynamic pricing) • Agentic AI solutions — autonomous workflows, AI agents, multi-step automation • Autom...
...ChatPion funcionando, porém preciso levá-lo a outro nível. Estou aberto a duas vias: aprimorar diretamente o ChatPion ou, caso seja tecnicamente mais simples, desenvolver um novo chatbot do zero para minhas páginas do Facebook. O que é indispensável • Envio de mensagens em massa sem limites artificiais, inclusive para várias páginas simultâneas. • Integração com outras plataformas (APIs externas, CRM, e-commerce ou o que for necessário). • Respostas automáticas mais inteligentes, capazes de entender variações de texto e entregar conteúdo personalizado. Além disso, quero um painel central onde eu consiga disparar campanhas, alterar configura&...
...integrations, automations • Front-end and back-end development as needed • Rapid prototyping and shipping of new features • Vibe coding mindset — leveraging AI tools (Lovable, Cursor, Claude, etc.) to move fast Tech Architecture & Infrastructure • Audit current tech stack and recommend improvements • Scalable architecture decisions as the platform grows • Third-party integrations (payment, shipping, ERP, CRM, analytics) • Performance optimization — site speed, uptime, reliability • Security best practices and implementation AI & Automation • Identifying opportunities to automate operations with AI • Implementing AI-powered features (product recommendations, search, chatbots, dynamic pricing) • Building a...
Project Title: Pharma Telesales Experts ...Deals" (e.g., the 15+1 or 35+3 box schemes). CRM Management: Log all interactions and update lead status daily. Ideal Candidate Profile: Experience: Minimum 2 years in Pharmaceutical Sales (Telesales preferred). Knowledge of molecules like Cefixime, Pantoprazole, and Aceclofenac is a strong plus. Language: Fluent in Hindi and English (Regional languages like Bengali, Telugu, or Marathi are a bonus). Skillset: Strong objection handling. You must be able to explain the "Direct-to-Customer" benefit clearly. Deliverables & KPI: Daily minimum connected calls: 50+ Daily minimum productive calls (Orders/Leads): No Targets. The commission is provided on the total value of the sales (More sale= More Commission) Reporting: D...
...deliver, the more you earn. Consistency will open the door to a long-term collaboration as my needs are ongoing. What the work looks like • Identify and research suitable healthcare provider businesses. • Capture accurate decision-maker details (name, role, email, phone, website, location). • Verify every record to keep bounce rates low. • Deliver leads in a clean, well-formatted spreadsheet or CRM-ready file. I handle data editing and online research in-house when required, but if you enjoy those tasks too, there is room to expand your scope later. If you’ve generated healthcare or wellness leads before, tell me about your approach, tools, average conversion rates, and a recent sample (with sensitive data hidden). Otherwise, outline how you plan to s...
...personalised outreach, and booking discovery calls that I can step into. While client relationship management and full sales cycles may follow later, the immediate mandate is pure lead generation. Preferred methods and tools: LinkedIn Sales Navigator, HubSpot (or a comparable CRM), plus any enrichment platforms you already trust. Experience with IT service providers, SaaS vendors, system integrators, or product-based tech giants is a big plus because these are exactly the companies we aim to serve. Deliverables • Weekly spreadsheet or CRM export of fresh, enterprise-level IT leads with verified contact details • Brief notes on outreach status and next actions • A minimum agreed number of booked intro meetings per month Acceptance Criteria • Lea...
...note them in our CRM, and hand them off. • I’ll supply the lead lists and a proven call flow. If you have your own style that fits the brief, great; if not, you can follow mine word-for-word. Tools & workflow We work with a cloud dialer (Mojo or similar), Google Workspace, and HubSpot CRM. Please be comfortable jumping between those quickly and keeping concise notes after each conversation. Ideal experience Previous phone sales or appointment-setting work is a major plus, especially in SaaS or digital services. Clear spoken English, resilience after rejections, and reliable daily availability are must-haves. Deliverables 1. Minimum of 100 outbound dials per day 2. At least 3 qualified appointments booked daily 3. Accurate call notes and status...
...Salesforce B2B Commerce Cloud and B2C Commerce Cloud (SFCC) Build scalable, high-performing storefronts Develop custom components, controllers, pipelines, cartridges, and integrations Implement business logic using Apex, JavaScript, and Salesforce APIs Configure and customize Salesforce Experience Cloud for B2B portals Integrate Salesforce Commerce with external systems (ERP, OMS, Payment, CRM, etc.) Ensure performance, scalability, and platform best practices Debug, optimize, and maintain existing implementations Required Experience 2+ years hands-on experience with: Salesforce B2C Commerce Cloud (SFCC) Salesforce B2B Commerce Strong understanding of: eCommerce architecture Order management systems Platform architecture and best practices Experience building: Cu...
...subscriber, tingkat keterlibatan, dan penjualan yang dihasilkan, disertai rekomendasi perbaikan. Saya membuka diri pada ide kreatif Anda—apakah ingin menggunakan promo berbayar, kolaborasi, atau taktik organik sepenuhnya—selama tetap terukur dan relevan dengan brand. Pastikan Anda sudah berpengalaman mengelola Telegram untuk tujuan penjualan, paham tools pendukung (Telegram Bot, Google Sheets, atau CRM setara), serta siap berkomunikasi secara proaktif....
...strict compliance, hardened security, and zero-data-loss migration. What You’ll Do Provision production & staging servers in Quebec Harden Ubuntu (firewall, Fail2ban, SSH, auto security updates) Deploy Odoo 18 Enterprise with Nginx, SSL/TLS, secure headers Configure PostgreSQL (encryption, tuning) Migrate database, filestore, and ~13 modules from Ensure full functionality across Accounting, CRM, HR, Sales, Inventory, Website, Manufacturing, etc. Implement encrypted daily backups (30-day retention) Provide DR and technical documentation Support testing and final production cutover Experience working in environments aligned with: Law 25 PIPEDA PCI DSS Skills Required Strong Odoo Enterprise deployment experience Python + PostgreSQL Linux / DevOps Nginx & SSL Pro...
...dispatcher with a background in home services (household and commercial appliance repair, HVAC) Strong English is required. ⸻ Responsibilities • Answer inbound calls and book service appointments • Dispatch technicians efficiently and manage daily schedules • Communicate clearly with customers and technicians • Confirm, reschedule, and follow up on jobs • Update job details in the dispatch/CRM system ⸻ Requirements • Proven dispatch experience in home services • Excellent spoken and written English • Strong organization and multitasking skills • Comfortable handling live scheduling and customer calls • Reliable internet and availability during work hours ⸻ Nice to Have • Appliance repair experience • F...
I’m expanding an existing Laravel-based CRM that shares data with our WordPress marketing site, and I’m looking for a developer who can jump straight into feature work written in clean, modern PHP. Here’s what I need tackled first: • User management - Implement role-based access control so permissions can be adjusted from an admin panel. - Add editable profile pages that draw from our current users table without breaking WordPress log-ins. • Sales tracking - Build a visual sales pipeline view (stages drag-and-drop). - Generate performance analytics that show conversion rates and average deal size. - Integrate lead management: capture, assign, and move leads through the pipeline. • Customer support - A lightweight ticket or...
I’m reorganising my equipment-maintenance and rental company and need ClickUp configured as a stop-gap CRM and workflow manager while the full 120-page master system is being built. I would like to have an expert work with me online and I provide immediate feedback to remove the delays of waiting on my responses. In ClickUp I want spaces, folders and views that let my team: • run day-to-day task management, • track every piece of equipment (status, service dates, rental history), • manage client details and interactions. I do intend to hook this workspace into the other tools we already rely on, so please map out and implement integrations for: • our accounting software, • communication tools, • inventory management package. D...
Job Title: Technical Speciali... Customer Success Managers, and clients. o Flexibility in working arrangements: choose remote, in-office, or a hybrid setup. • Experience: o 3+ years in technical services, technical operations or similar role. o Previous experience working with ETL, data migrations and integration tools. o Experience working in a software or technology-focused company preferred. Nice to Have • Familiarity with CRM or customer support systems (e.g., Jira, Zendesk). • A passion for technology, innovation, and continuous learning. Work Environment We offer a flexible work environment where you can choose the setup that works best for you— whether fully remote, in-office, or hybrid. As part of a dynamic team, you will have access to innovative tools...
I need an Odoo professional to provide consultation and training for my beginner-level team. Modules: - Sales and CRM - Inventory and Manufacturing - Accounting and Finance Ideal skills and experience: - Expertise in all listed Odoo modules - Experience training beginners - Strong communication skills - Ability to customize training based on team needs Looking forward to your bids!
...nemovitosti – Stěhování do většího – Neúspěšný dosavadní prodej a časový tlak – Nespokojenost s dosavadním makléřem • Spustit a průběžně A/B testovat kampaně na obou platformách, vyhodnocovat výkon a škálovat úspěšné varianty. • Vytvořit jednoduchou, rychle načítanou landing page na našem WordPressu pro každou reklamní sadu včetně formuláře pro sběr leadů a základního napojení na e-mailing/CRM. • Pravidelně reportovat výsledky, optimalizovat rozpočty a navrhovat další vylepšení. Hledám partnera, který m&aacu...
...phone, email or LinkedIn, nurture interest, and hand over each prospect once they are ready for a discovery call with me. I already have messaging templates and a CRM in place; you are welcome to suggest improvements but should be comfortable jumping straight into daily outreach. Familiarity with common sales-enablement tools such as HubSpot, Salesforce, or similar will be an advantage. Deliverables • A steady flow of verified contacts that match my ideal customer profile in Technology and Healthcare • Scheduled discovery calls added directly to my calendar, with notes and qualification details captured in the CRM • Weekly summary report outlining volume of outreach, conversations held, and meetings booked Quality of leads and clarity of hand-off a...
...repetitive processes. The system should include a Retrieval-Augmented Generation (RAG) agent for internal knowledge management. Key deliverables include: 1. Multi-Agent Workflow Setup: Agents for data processing, reporting, notifications, and task management. 2. RAG Agent Prototype: Integrate AI-powered retrieval to answer queries and support decision-making. 3. Integration with existing tools (CRM, spreadsheets, email, or project management apps). 4. Comprehensive documentation on system architecture, agent behavior, and user guide. 5. Testing to ensure agents perform tasks reliably and report results effectively. The initial deployment and testable workflow should be delivered within 7–10 days. This is a high-priority project requiring expertise in AI & Machine Learn...
...nutrir y cerrar la venta. Responsabilidades Contactar y validar leads prefiltrados Calificación estratégica del prospecto Agendamiento de llamadas cuando corresponda Ejecución de llamadas de venta consultiva Gestión completa del proceso comercial (setter + closer) Seguimiento estructurado y manejo de objeciones Registro preciso y actualizado en CRM Cumplimiento de metas comerciales Competencias técnicas obligatorias Manejo ágil y profesional de CRM Capacidad de registrar información en tiempo real durante llamadas Uso fluido de Excel para seguimiento y control de métricas Gestión organizada de agenda con Google Calendar Dominio de Zoom para reuniones comerciales Habilidad para trabajar con múltiples ...
I need my sales, support and reporting workflows to run themselves from the moment a lead appears in our CRM right through to the weekly summary that lands in management’s inbox. n8n is already running on our server; what’s missing is a series of rock-solid workflows that tie everything together and eliminate the manual clicks still happening between the CRM, our project-management board and WhatsApp conversations with clients. Here’s what I’m aiming for: a new lead enters the CRM, the right salesperson is assigned automatically, an introductory WhatsApp message is sent, a follow-up task is opened in the project tool, and any future status changes cascade through the same chain without fail. The same level of automation should apply to customer...
