Optimize CRM Projects with Vollna's Tools

I have already integrated the API., to the site . i want to set segmentation, i guess this has to be done based on language as the site is multilanguage. but not too sure, so i guess setup proper segmentation. then proper campaign based on some interaction on dataset. and a general broadcast sequence.
those are my data set. Basically need somebody that knows the setup properly, and can connect to my account and set some automation.

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Skills: Email Automation, Customer Relationship Management, Email Marketing, Automation

We’re seeking a Salesforce expert to execute several immediate tasks for our public relations agency as we streamline and upgrade our lead management and marketing automation systems.

Scope of Work:

1) Eliminate JotForm Lead Capture:

Fully retire JotForm as a lead capture tool.

Set up Salesforce's Web-to-Lead form, styled to match our website.

Embed the new form seamlessly into our site and test for accuracy and lead routing.

2) Set Up Drip Email Marketing in Salesforce depending on lead status:

Build and automate drip email sequences for new leads.

Use Salesforce tools (Marketing Cloud or Pardot, or native automation if preferred) to trigger based on lead capture.

Assist with email template creation (we’ll provide copy if needed).

3) -Migrate about 25 Leads from JotForm into Salesforce:

-Ensure field mapping and segmentation are preserved during import.

Requirements:

Proven Salesforce implementation and automation experience.

Strong understanding of lead flows, web form setup, and email marketing.

Ability to work quickly and meet fast turnaround timelines.

Strong communication and organizational skills.

Timeline:
Immediate start. Tasks need to be completed within the next 3–5 business days.

If you’re confident in your Salesforce skills and can start immediately, we’d love to hear from you. Please include examples of similar projects you’ve completed.

Skills: Salesforce CRM, WordPress, Salesforce App Development, Salesforce Lightning, Web Development, Salesforce Sales Cloud, Customer Relationship Management

We are seeking a skilled Airtable developer to create a lightweight CRM specifically designed for tracking dispensary sales. The CRM should facilitate efficient data management and reporting while being user-friendly for our team. The project has a deadline of May 1st, so timely delivery is essential. If you have experience building custom Airtable solutions and can help optimize our sales tracking process, we would love to hear from you!

Description:
Honey Pot Treats is seeking a skilled freelancer to build a custom sales CRM in Airtable to manage dispensary orders and client relationships. The CRM should be user-friendly, automated, and integrated with Google Forms for incoming sales inquiries and PDF uploads (e.g. license documents, purchase orders).

We're a NY-based cannabis processor and looking to streamline our internal tracking as we scale.

Scope of Work:

Set up Airtable base with key tables (Contacts, Companies, Deals, Interactions, Uploads)

Design a Google Form that feeds into Airtable

Ensure Google Form can handle PDF uploads

Create automations for:

New lead notifications

Task creation for follow-ups

Status change triggers

Build useful views and filters (e.g., deals by stage, upcoming follow-ups)

Optional: Create a simple Airtable Interface for non-technical users

Requirements:

Proven experience building CRMs in Airtable

Strong knowledge of Airtable-Google Forms integrations (Zapier or native API)

Able to deliver by May 1st, 2025

Clear communication and documentation

Budget:
$250 flat rate

To Apply:
Please share:

Examples of similar Airtable builds

A brief outline of how you'd approach this

Your availability this month

Skills: Airtable, Customer Relationship Management, Data Entry, Microsoft Excel, Lead Generation, Google Forms

Job Title: Account Manager (Digital Marketing Agency)
Company: Create Studios
Location: Remote (Must be available 9am–5pm EST)
Type: Part-time – 20 hours/week (Potential to grow into 40 hours/week)

Overview

Create Studios is a boutique digital marketing agency based in Jacksonville, Florida. Since 2005, we’ve built lasting client relationships by delivering beautifully designed websites, data-driven campaigns, and clear marketing results.
We’re now looking for an Account Manager to take ownership of key client relationships, drive strategic direction, and collaborate closely with our Project Managers to ensure that tasks flow efficiently and clients stay happy.
This role is ideal for someone highly organized, strategic, and proactive—who enjoys leading meetings, coordinating actions, and seeing marketing plans come to life through a reliable system.

What You’ll Do

Lead client meetings and serve as the main point of contact for your assigned accounts.
Prepare and send meeting agendas at least 48 hours before each meeting.
Immediately assign tasks after meetings using ClickUp (within 1 business day).
Check in with clients and internal teams proactively before bi-weekly or monthly meetings.
Translate high-level goals into clear next steps and support the Project Manager in setting deadlines.
Collaborate with the PM to ensure tasks move smoothly and nothing gets stuck.
Monitor the project lifecycle, reviewing final deliverables before sending them to clients.
Flag issues, delays, or unclear information early—communicate with clients and internal teams.
Help improve workflows and ensure the client experience remains excellent at every step.


Requirements

2+ years of experience in account management or client-facing roles in a digital agency.
Comfortable leading meetings and working in a fast-paced, remote team.
Highly organized, detail-oriented, and proactive.
Experience using ClickUp or similar task management tools.
Strong communication skills in English (verbal and written).
Available to work between 9am–5pm US EST.
Camera and mic ready for team calls (Google Meet).
Familiarity with websites, SEO, ads, or social media projects is a big plus.


Bonus Points For

Bilingual (English/Spanish).
Familiarity with tools like Slack, WordPress, Google Suite, SEMrush, etc.
Experience working with creative teams (designers, devs, content writers).


To Apply

Start your message with the answer to this math question: 15 + 2
Include a short paragraph about your client communication style and why you’re a great fit for this role.
We’re excited to hear from you!

Skills: Client Management, Customer Relationship Management, English, Key Account Management, Account Management

Location: Remote / Flexible

Type: Long-Term Contract / Full-Time

About Us:

We are a growing solar energy company dedicated to providing innovative and sustainable energy solutions. As part of our expansion, we are seeking a talented and experienced programmer to help develop and integrate essential systems that streamline our operations, improve customer management, and enhance our overall efficiency.

Job Description:

We are looking for a skilled programmer with extensive experience in developing and integrating CRM systems, particularly within the solar industry. The ideal candidate will have a strong background in programming stacker applications, integrating QuickBooks, Google Calendar, and RingCentral, and creating seamless bridges between various platforms like GoHighLevel.

This is a long-term opportunity, with the scope of work evolving based on your expertise, skills, and project success. You will work closely with our team to customize, implement, and optimize our systems for maximum efficiency.

Responsibilities:

Develop and customize a stacker platform tailored for solar company needs.
Integrate QuickBooks accounting software with our CRM and other systems.
Sync and manage Google Calendar integrations for scheduling and project management.
Program and optimize RingCentral integration within GoHighLevel or related platforms.
Build and maintain bridges between different systems (GoHighLevel, RingCentral, QuickBooks, Google Calendar, etc.).
Collaborate with our team to understand requirements and deliver scalable, maintainable solutions.
Provide ongoing support, troubleshooting, and updates as needed.

Qualifications:

Proven experience with programming stacker applications or similar CRM platforms, especially for solar or renewable energy companies.
Extensive experience with QuickBooks API integration.
Strong knowledge of Google Calendar API and integrations.
Hands-on experience with RingCentral API and integrations within CRM platforms like GoHighLevel.
Familiarity with bridging multiple platforms and APIs to create unified workflows.
Knowledge of solar industry-specific CRM requirements is a plus.
Excellent problem-solving skills and attention to detail.
Ability to work independently and communicate effectively.
Previous experience with long-term projects preferred.

Preferred Skills:

Experience with GoHighLevel platform customization and API.
Knowledge of other CRM systems used in the solar industry.
Strong understanding of automation workflows and API integrations.
Experience working with remote teams and clients.

What We Offer:

Long-term collaboration with potential for growth.
Competitive compensation based on experience and skill level.
Flexible working hours and remote work environment.
Opportunity to shape and improve solar industry processes with innovative solutions.

How to Apply:

Please send your resume, portfolio, or examples of relevant work (especially related to solar CRM or integrations) to [your email]. Include a brief cover letter explaining your experience with similar projects and why you’re a good fit for this long-term role.

We look forward to collaborating with a dedicated professional who can help us streamline our operations and contribute to a sustainable future!

Skills: CRM Development, Customer Relationship Management, Web Development

We are seeking a skilled professional to help us build and optimize our Lofty CRM system, focusing on creating effective automation workflows. The ideal candidate should have experience in CRM development, automation tools, and process optimization. You will work closely with our team to understand our requirements and implement solutions that streamline our operations and enhance efficiency. If you have a passion for improving customer relationship management through automation, we'd love to hear from you!

Skills: Customer Relationship Management, Automation, Salesforce CRM, Zapier, Lead Generation

I'm in need of a proficient system designer with comprehensive knowledge of Agentforce architecture to help craft a Customer Relationship Management (CRM) system.

Key Responsibilities:
- Design a robust and scalable CRM system using Agentforce architecture.
- Ensure the system has essential features like lead management, sales automation, and customer support management.
- Optimize the system design for performance and reliability.

Ideal Candidate:
- Extensive experience with Agentforce architecture, particularly in system design.
- Proven track record in designing CRM systems.
- Deep understanding of lead management, sales automation, and customer support management functionalities.
- Excellent skills in performance optimization and data integration.

Please provide examples of relevant projects you've completed in the past.

Skills: Software Architecture, Salesforce.com, Artificial Intelligence

We're seeking a motivated Business Developer to help expand our client base in the insurance industry. Your main responsibility will be to reach out to insurance agencies and brokers, pitch our lead generation services, and close deals.

Ideal Candidate:
Proven experience in B2B sales, especially in the insurance industry
Familiar with life insurance or final expense lead generation
Licensed in insurance (a big plus, but not required)

Key Responsibilities:
Identify and reach out to independent insurance agents, agencies, and brokerages
Present and explain our lead generation service offerings
Manage outreach via email, LinkedIn, phone, and Zoom
Negotiate pricing, close deals, and onboard new clients

Skills: Sales, Lead Generation, Customer Relationship Management

We are seeking an experienced developer to assist in creating a custom CRM automation solution tailored to our business needs. The ideal candidate will have a strong background in CRM systems and automation tools. The role involves analyzing our current workflows, designing automation processes, and implementing them in our CRM platform. Strong communication skills are essential for collaborating with our team to ensure the automation meets our requirements. If you are passionate about optimizing workflows and enhancing CRM capabilities, we would love to hear from you!

Skills: Customer Relationship Management, JavaScript, PHP, API, Automation

CRM Integration & Sales Outreach Expert (Zoho, Sales Navigator, Gmail, PhantomBuster, Octopus)

Overview:

We’re seeking a highly skilled CRM integration and sales outreach expert to join our team on a contract basis. The ideal candidate will have hands-on experience integrating and automating outbound workflows across Zoho CRM, LinkedIn Sales Navigator, Gmail, PhantomBuster, and Octopus CRM. This role is essential in helping us target, engage, and track interactions with health plan executives, especially those involved in Medicare Advantage, CSNP, and PACE programs.

Key Responsibilities:

CRM Integration: Optimize and manage integrations between Zoho CRM, Gmail, PhantomBuster, Octopus CRM, and LinkedIn Sales Navigator to create a seamless outbound sales ecosystem.
Sales Workflow Automation: Build end-to-end automated outreach campaigns that personalize and sequence messages across platforms while syncing activities and responses back to Zoho CRM.
Email Enrichment & Personalization: Curate and enrich executive-level email lists (VPs, Directors, and C-Suite at health plans) with verified contact details and tailored outreach content.
Performance Tracking & Reporting: Set up dashboards and tagging in Zoho to monitor key performance metrics (open rate, response rate, booked meetings, etc.).
Lead Segmentation & Scoring: Implement custom lead scoring models based on behavior, title, and engagement level.
Compliance & Deliverability: Ensure deliverability best practices (domain health, spam compliance) are followed, especially within the healthcare industry context.

Preferred Qualifications:

Proven experience in Zoho CRM automation and integration.
Strong command of LinkedIn Sales Navigator, PhantomBuster, and Octopus CRM.
Expertise in B2B sales outreach campaigns—bonus points for experience targeting healthcare executives.
Familiarity with Gmail API and mail merge personalization tools.
Understanding of data privacy and email deliverability compliance standards.
Strong written communication and attention to detail for content personalization.
Ability to create SOPs, templates, and clear documentation for processes.

Deliverables (First Week):

Set up outbound sales funnel integrated with Zoho CRM and outreach tools.
Launch at least one enriched and tracked email/LinkedIn campaign targeting health plan executives.
Provide weekly reports on campaign metrics and optimization opportunities.
Recommend improvements for lead scoring, workflow design, and message sequencing.

Commitment:

40 hours/week initially, with potential for ongoing engagement based on performance.
Must be responsive and available for brief syncs during U.S. business hours.

Skills: Email Marketing, Lead Generation, Email Communication, Email Campaign Setup, Customer Relationship Management

We are seeking a skilled professional to assist in setting up Keragon workflows. The ideal candidate should have experience with workflow automation and be familiar with the Keragon platform. Your role will involve creating and optimizing workflows to enhance our operational efficiency. If you have a keen eye for detail and a knack for process improvement, we want to hear from you. Please provide examples of previous workflows you've set up and any relevant certifications in workflow management.

Skills: System Configuration, Microsoft Excel, Email Campaign Setup, Project Workflows, Customer Relationship Management

We are seeking a skilled freelancer to assist in setting up workflows in our Gohighlevel account. The ideal candidate will have hands-on experience with Gohighlevel and a strong understanding of workflow automation. Your primary task will involve creating efficient and effective workflows that streamline our processes. Attention to detail and a proactive approach to problem-solving are essential. If you are familiar with Gohighlevel's features and capabilities, we would love to hear from you!

Skills: Email Campaign Setup, WordPress, Web Development, Email Marketing, Customer Relationship Management

We are seeking a skilled professional to seamlessly integrate various CRMs including KW Command, Follow Up Boss, Sissu, Activly, and Mojo Dialer. The role involves utilizing Zapier to set up automations and workflows that streamline our processes. Ideal candidates should have a strong understanding of CRM systems, automation tools, and how to optimize workflows for efficiency. If you have experience in CRM integration and automation, we would love to hear from you!

Skills: Customer Relationship Management, Automation, Zapier, API, Salesforce CRM

Full-Time Remote Sales Representative (Egypt-Based Only)
Company: Local Reach Solutions
Location: Remote (Egypt)
Position Type: Full-Time
Compensation: Base Salary + Commission

About Us:
Local Reach Solutions is a fast-growing U.S.-based digital marketing agency that helps local businesses increase their visibility, credibility, and customer base online. We specialize in services that improve Google rankings, manage online reputation, and drive real-world results for small business clients across various industries.

What You’ll Be Selling:
You’ll offer simple, high-converting monthly service packages designed to help small business owners dominate their local markets. These include reputation management, SEO (search engine optimization), directory optimization, and performance tracking. Full training and sales materials are provided.

Your Role Includes:
• Calling, messaging, and following up with U.S.-based small business owners
• Using a proven sales script and system (we’ll train you)
• Managing leads and deals through our CRM (GoHighLevel)
• Setting or closing discovery calls as needed
• Meeting sales targets to qualify for weekly and monthly bonuses

What We’re Looking For:
• Strong spoken and written English
• Sales experience (bonus if in marketing or digital services)
• Full-time availability (40 hours/week)
• Reliable internet, computer, and a quiet work environment
• Self-driven, honest, and eager to grow long-term with our company

Compensation & Perks:
• Base Salary: $500/month (paid bi-weekly via Wise)
• Commission per sale (paid on every closed deal)
• Additional bonuses for bundling services or hitting weekly targets

How to Apply:
Send a 60-second video introducing yourself. Include:
• Your name and where you’re located
• Your sales background
• Why you want to join the Local Reach Solutions team

Skills: Appointment Setting, Email Marketing, Sales, Lead Generation, Cold Calling, Customer Relationship Management, Digital Marketing, B2B Marketing

ClickAway is a trusted technology product and service provider serving consumers and small businesses in Silicon Valley and the Monterey Bay area. We are looking for a skilled Software Developer to maintain and enhance our custom-built CRM system, which serves as our Point-of-Sale (POS) system, inventory management, lead generation, and integrates with third-party platforms such as RingCentral, QuickBooks, merchant services, and more.

Responsibilities:
- Maintain, optimize, and develop new features for our in-house CRM system.
- Ensure seamless integration with third-party platforms including RingCentral, QuickBooks, merchant services, and others.
- Troubleshoot and resolve system issues to minimize downtime.
- Collaborate with internal teams to enhance system functionality based on business needs.
- Ensure system security and data integrity.

Requirements:
- Proven experience in software development with CRM, POS, or similar business management systems.
- Proficiency in relevant programming languages and frameworks (e.g., PHP, Python, JavaScript, SQL, or similar).
- Experience with API integrations for third-party platforms (e.g., RingCentral, QuickBooks, merchant services).
- Strong problem-solving and debugging skills.
- Ability to work during California business hours.

Preferred Qualifications:
- Experience in retail, service-based industries, or inventory management systems.
- Familiarity with cloud-based infrastructure and security best practices.
- If you're a highly skilled developer looking for a long-term role in a fast-paced business environment, we'd love to hear from you!

Skills: WordPress, PHP, API, Customer Relationship Management, API Integration, Web Development

Hey there, Zoho Wizard!
Are you the go-to person for all things Zoho? Do you dream in workflows, automations, and custom fields? If helping businesses streamline their processes using the Zoho ecosystem lights you up – we want to meet you.

We’re a fast-growing CRM & ERP consulting firm, and we’re on the hunt for a US-based Zoho Consultant who’s ready to jump into exciting projects, solve real business problems, and make a big impact.

What You’ll Be Doing
You’ll work directly with our awesome clients, acting as their trusted advisor and technical expert. Your mission: transform messy, manual processes into clean, automated workflows using Zoho’s powerful suite of tools.

🔧 Your day-to-day might include:

Designing smart Zoho solutions based on client needs

Building and customizing Zoho CRM, Books, Projects, Desk, Creator, and more

Writing Deluge scripts to automate the boring stuff

Integrating Zoho with tools like QuickBooks, Google Workspace, or custom APIs

Training users and making them love Zoho as much as you do

Creating documentation that even non-techies can understand

Staying on top of Zoho’s latest features and sharing best practices

You’re a Fit If You…
✅ Know Zoho One like the back of your hand
✅ Have a solid grip on Deluge scripting and API integrations
✅ Can talk to clients and explain tech in plain English
✅ Love solving problems and getting things DONE
✅ Are a self-starter who thrives in remote work culture
✅ Are based in the United States and authorized to work

Bonus points if you’ve worked in consulting, SaaS, or helped businesses transition from spreadsheets to systems.

What’s In It for You?
✨ 100% Remote & Flexible Work
💡 Meaningful projects that challenge and inspire
📈 Growth opportunities in a scaling company
🤝 A team that actually collaborates and has your back

Ready to Join the Team?
Send us your resume, a few lines about your Zoho experience, and any project examples or success stories you’re proud of. We can't wait to see what you bring to the table.

Skills: Zoho CRM, Zoho Creator, Customer Relationship Management, Lead Generation

We're seeking a talented developer to assist in creating a video-driven application designed specifically for real estate buyers. This application will enhance the buying process through engaging video content and seamless user experience. Ideal candidates should have experience in app development, UI/UX design, and video integration. If you’re passionate about real estate technology and have a track record of delivering high-quality applications, we want to hear from you!

Skills: Lead Generation, Marketing Strategy, Graphic Design, Content Writing, Customer Relationship Management

We’re a fast-growing company that helps new and existing business owners secure the funding they need to grow and scale. We're on the hunt for a driven, reliable, and goal-oriented Appointment Setter who can do outbound and inbound DMs to join our team and be the first point of contact for potential clients.

What You'll Be Doing:
-Reaching out to leads via my social media DMs and Skool
-Qualifying potential clients and setting appointments for our funding advisors
-Following scripts while bringing a warm, conversational tone
-Using CRM tools to track leads and follow-up
-Collaborating with our sales and onboarding teams to ensure smooth handoffs

What We're Looking For:
-Experience in sales or setting appointments, preferably in business funding or credit repair
- Has experience in using Skool and Instagram DMs
-Strong communication skills—both written and verbal
-Comfortable with cold outreach and follow-ups
-Ability to work independently and hit daily/weekly KPIs
-Tech-savvy with familiarity in CRMs and outreach tools
-Passion for helping entrepreneurs and small business owners succeed

Skills: Outbound Sales, Lead Generation, Customer Relationship Management, Scheduling, Communications, Customer Service, Sales

Hello!

I'm loooking for help with finding business emails and phone numbers for a list of prospects. I would also like help sanitizing this list to delete firms such as KPMG, Deloitte, PwC, Price Water House Coopers, EY, Ernst & Young, H&R Block, HR Block, Block Advisors, BDO, JP Morgan.

Brandon M.

Skills: Data Mining, Lead Generation, List Building, HubSpot, Customer Relationship Management, Data Migration, Email Marketing, Data Cleaning, Prospect List, Social Media Lead Generation, Market Research, LinkedIn Lead Generation, Search Engine

HubSpot CRM Specialist

About The Firm:
We’re a digital marketing agency laser-focused on raising capital for private equity firms in the high-stakes world of real estate. Our dedicated team spans the United States and the Philippines, all working together to be the go-to marketing powerhouse for real estate visionaries on the hunt for major nationwide acquisitions.

About the Role:
GenRevv is seeking a detail-oriented, tech-savvy HubSpot CRM Specialist. This individual will be responsible not only for setting up and maintaining HubSpot automations but also for orchestrating a variety of other technical workflows and integrations. If you’re adept at using tools such as Make (Integromat), Zapier, Python scripts, Google Apps Script, and Excel to build and optimize data processes and workflows, we want to hear from you!
Key Responsibilities

HubSpot Automation & Workflows
-Architect and implement complex HubSpot workflows, sequences, and email campaigns with absolute precision and consistency across multiple client brand guidelines.
-Adapt existing automations based on client feedback or evolving requirements, ensuring minimal downtime and maximum efficiency.

Systems Integration & Scripting
-Build and maintain integrations using Make (Integromat) and Zapier to streamline data flow between HubSpot and external applications.
-Develop and maintain low-code or Python scripts to handle custom logic, data transformations, and automation tasks.
-Utilize Google Apps Script for advanced reporting, data manipulation, and process automation within the Google Workspace ecosystem.

Data Analysis & Reporting
-Gather and structure complex datasets from various sources (HubSpot, Excel, Google Sheets, etc.) for deeper insights.
-Design dashboards and generate real-time reports that highlight key performance indicators (KPIs), presenting actionable insights to stakeholders.
-Conduct quality assurance (QA) checks to ensure data integrity and accurate reporting.

Technical Troubleshooting & Support
-Act as the first line of technical support for automation, scripting, and integrations, swiftly diagnosing and resolving issues.
-Perform ongoing maintenance, updates, and improvements to all existing automations and scripts.
-Collaborate cross-functionally with marketing, sales, and client teams to handle any technical roadblocks.

Workflow Optimization & Quality Assurance
-Evaluate existing processes to identify opportunities for automation and increased efficiency.
-Rigorously test workflows, scripts, and automations to ensure reliability, scalability, and security.
Implement best practices for process documentation, version control, and continuous improvement.

Security & Confidentiality
-Uphold the highest standards of security and confidentiality to ensure sensitive client data is protected at all times.
-Monitor integrations for compliance and promptly address potential vulnerabilities.

Qualifications

-Technical Expertise: Minimum of 2 years’ experience working with HubSpot. Hands-on experience with Python, Make (Integromat), Zapier, Google Apps Script, and low-code platforms.
-Data Analysis & Reporting: Proficient in Excel, Google Sheets, and other data visualization or BI tools. Able to manipulate and interpret complex datasets to glean actionable insights.
-Automation & Workflow: Proven track record of designing, building, and troubleshooting complex marketing and sales automations across multiple platforms.
-Problem Solving: Strong analytical and troubleshooting skills, with a knack for diagnosing and resolving technical issues quickly.
-Collaboration: Excellent communication and interpersonal skills, with the ability to seamlessly collaborate with both technical and non-technical teams.
-Time Zone Availability: Must overlap at least 2 hours with Eastern Standard Time for real-time collaboration.
-Team Player: Willingness to share knowledge, document processes, and contribute to an environment of continuous learning.

If you’re passionate about using technology to create seamless marketing operations and enjoy tackling complex workflow challenges head-on, GenRevv wants you on our team!

Apply now and help us revolutionize real estate marketing with cutting-edge automation and data-driven insights.

Skills: Zapier, CRM Automation, Email Automation, Omnichannel Automation, A/B Testing, Campaign Management, Marketing Operations & Workflow, Marketing Automation Audit, ActiveCampaign, HubSpot, Marketing Automation, Data Analysis, Google Apps Script, Google Sheets, Google Sheets Automation, CRM Software, Customer Relationship Management, Marketing Campaign Setup & Implementation, Data Entry

We are seeking a certified Zoho specialist to help us optimize our business processes using Zoho's suite of applications. The ideal candidate will have a deep understanding of Zoho CRM, Zoho Projects, and other Zoho tools to streamline our operations and improve data management. You will work closely with our team to assess our current setup and provide tailored solutions. If you're passionate about enhancing productivity through Zoho, we want to hear from you!

Skills: Zoho CRM, Lead Generation, Customer Relationship Management, Zoho Creator, Accounting

Job Overview:
We are seeking a talented and results-driven Lead Generation and Funnel Building Specialist to help us attract and convert prospects into scheduled client meetings. The ideal candidate will have experience in B2B lead generation, funnel strategy, and outreach campaigns with a special focus on the real estate property management industry. You will play a key role in driving our growth by identifying potential clients, building high-converting funnels, and generating qualified leads that lead to discovery calls or demos.

Key Responsibilities:

Research and identify ideal prospects, with an emphasis on companies in the real estate property management sector.

Build and manage automated lead generation funnels, including landing pages, email sequences, and CRM workflows.

Launch outreach campaigns across platforms like LinkedIn, email, and lead databases to schedule qualified meetings.

Analyze lead behavior and optimize funnel performance for conversion and scheduling success.

Generate weekly reports on funnel metrics, lead quality, and booked meetings.

Collaborate with the marketing and sales team to align lead generation efforts with our service offerings and target industries.


Ideal Candidate Should Have:

Proven experience in lead generation and sales funnel creation for B2B service providers.

Experience targeting industries like real estate property management, construction, hospitality, or healthcare is a big plus.

Familiarity with CRM and marketing automation tools like HubSpot, GoHighLevel, ActiveCampaign, or similar.

Solid copywriting skills for email sequences and landing page optimization.

Ability to deliver scheduled meetings with decision-makers, not just leads or email opens.

Strong communication skills and a self-driven, accountable work ethic.


Preferred Experience:

Previous experience working with accounting, finance, or outsourcing firms.

Knowledge of how to identify pain points for businesses outsourcing accounting services.

Ability to personalize campaigns based on specific software experience (e.g., Yardi, AppFolio, QuickBooks, etc.) if applicable.


What We’re Looking For:

Someone who can not only generate leads but convert them into real opportunities.

A strategic thinker who understands B2B funnels and real estate client personas.

Results-oriented – success is defined by booked discovery calls with qualified prospects.


To Apply:
Please submit:

Your relevant experience and case studies if available.

Tools you use for lead generation and funnel building.

A brief plan or strategy on how you would get us client meetings in the real estate property management niche.


Ongoing Opportunity:
This is a long-term position for the right candidate who can deliver consistent results. Monthly retainers and performance-based bonuses may be offered based on KPIs.

Skills: Sales & Marketing, Lead Nurturing, Appointment Setting, Finance & Accounting, Real Estate, Lead Generation, Data Scraping, Customer Relationship Management, Client Management

I am looking for an Apollo CRM specialist to assist with system configuration and setup for a few hours. After that, I will need user training focusing on sequences and usability. Finally, I require assistance with setting up automations within Apollo CRM.

Ideal Skills and Experience:
- Extensive experience and expertise in Apollo CRM
- Proven track record in system configuration and setup
- Strong training and teaching skills
- Experience in setting up CRM automations
- Knowledge in sequences and usability within Apollo CRM

The candidate must be located in the Philippines.

Skills: Customer Relationship Management, Email Campaign Setup, Email Marketing, Web Development, Lead Generation

We are seeking a HubSpot CRM expert to facilitate the successful implementation of a CRM system for our startup. The ideal candidate will possess extensive knowledge of HubSpot's functionalities and best practices. Your role will include configuring the CRM, migrating data, and training our team to efficiently utilize the software. If you have a proven track record of implementing HubSpot CRM in a startup environment, we would love to hear from you!

Skills: HubSpot, Customer Relationship Management, Lead Generation, Marketing Automation, CRM Software

We are seeking a dynamic appointment setter and high ticket sales closer to join our team. The ideal candidate will have a proven track record in generating leads and closing high-value sales. You will be responsible for setting appointments with potential clients, understanding their needs, and effectively presenting our services. Strong communication skills and a results-driven mindset are essential. If you are passionate about sales and enjoy building strong relationships, we want to hear from you!

**Relevant Skills:**
- Appointment Setting
- High Ticket Sales
- Customer Relationship Management (CRM)
- Excellent Communication Skills
- Negotiation Skills

**Key Responsibilities:**
Appointment Setter:
- Engage with leads via phone, email, and social media to schedule appointments.
- Qualify leads and determine their readiness for a sales conversation.
- Maintain and manage a detailed lead pipeline, ensuring timely follow-ups.
- Use CRM software to track appointments, interactions, and outcomes.
High Ticket Closer:
- Lead sales calls and presentations, identifying the needs of the prospect.
- Close high-value deals by addressing objections and demonstrating the value of our services.
- Build rapport with prospects, turning them into long-term clients.
- Achieve monthly sales targets and drive revenue growth.
- Continuously refine your sales techniques to improve conversion rates.

Skills: Sales, Cold Calling, Outbound Sales, Scheduling

Description:

I'm a high-performing realtor looking for a skilled landing page designer/developer who specializes in Leadpages and understands how to build effective, modern lead capture funnels tailored for real estate.

I need multiple landing pages created that are:

Built in Leadpages (non-negotiable)

Designed to drive seller and buyer leads

Include embedded video content (intro videos, property walk-throughs, etc.)

Visually dynamic and different – no generic templates

Integrated seamlessly with Follow Up Boss (experience with FUB is a must)

Projects will include pages such as:

“What’s My Home Worth?” seller lead page

Home value offer pages

Trending local real estate topics (i.e. Prop 19, tax savings, downsizing tips, etc.)

Buyer guides and relocation offers

You’ll work alongside me to ensure the messaging and visuals reflect my brand, Southern California lifestyle, and market expertise.

Ideal Candidate Has:

Proven experience designing high-converting Leadpages

Knowledge of embedding and optimizing video content

Follow Up Boss integration experience (forms, tagging, automation)

Creative vision with attention to branding and modern web design

Understanding of real estate funnels and calls-to-action

To Apply: Please include:

Examples of real estate or similar landing pages you've created in Leadpages

A quick overview of how you would structure a “What’s My Home Worth” page

Confirmation of your experience integrating with Follow Up Boss

This could turn into a long-term working relationship with ongoing landing page and marketing projects.

Let’s build something that stands out.

Skills: Landing Page, Lead Generation, Customer Relationship Management, Leadpages

Job Description:
Hi, I’m Niki — a board-certified nurse coach, energy healer, and creator of Burnout to Brilliance, a trauma-informed burnout recovery program for women who are ready to reclaim their energy, clarity, and joy.

I’m looking for someone to take the lead in managing the marketing and sales for this program. You’ll be responsible for attracting the right audience, guiding them through our funnel, nurturing leads, and helping them make the decision to join.

Your Role:
This is not a task-by-task VA job — I’m looking for a partner to manage:

Marketing strategy & content calendar

Reels, posts, email sequences, and lead magnets

Lead generation

Via Facebook, Instagram, organic outreach, or simple paid ads

Funnel & nurture management

You’ll help guide leads from my quiz and webinar to enrollment

Client enrollment

DM conversations, follow-up emails, or sales page guidance

Bonus if you’re familiar with:

Trauma-informed communication

Facebook Groups, Flowi, meta.

About the Program:
Burnout to Brilliance is a 12-week online program for women who are emotionally and energetically drained. I integrate nervous system regulation, somatic healing, EFT, and mindset work. The current Founder’s Round price is $249 but the original price is from $999-1997, and the offer is evergreen (no live launch needed).

Pay Structure:
Hourly: $11–$18/hr (10–15 hrs/week to start)

Commission: $50–$75 per sale
You’ll be responsible for helping the program grow sustainably. The more people you enroll, the more you earn.

Ideal for Someone Who:
Has experience managing marketing + enrollment for coaches or healers

Can work independently and bring creative strategy + follow-through

Genuinely cares about helping women heal, not just hitting numbers

Is open to being part of something meaningful long-term

To Apply:
Please send:

A short intro about your experience with marketing & client enrollment

What kind of wellness, healing, or coaching programs you’ve worked on

Why this program or mission speaks to you

Your hourly rate + confirmation you’re open to commission-per-sale

Let’s co-create impact and income — together.

Skills: Email Marketing, Appointment Setting, Lead Generation, Social Media Marketing, Client Management, Sales, Marketing Strategy, Virtual Assistance, Facebook Marketing, Customer Relationship Management

We are seeking an experienced professional to set up our Go High Level account to begin with and manage it effectively to start generating high-quality leads. The ideal candidate MUST HAVE experience and have a strong understanding of lead generation strategies and the Go High Level platform. You will be responsible for creating workflows, automating processes, and ensuring our account is optimized for performance.
The ideal candidate must demonstrate a high level of confidentiality and integrity, ensuring all business information, client data, and internal processes are handled with the utmost discretion.

Skills: Email Marketing, Retail & Consumer Goods, Manufacturing & Construction, Sales & Marketing, Salesforce CRM, HubSpot, Appointment Setting, Lead Generation Analysis, Lead Generation, Sales, Outbound Sales, Communications, Data Entry, Social Media Marketing, Customer Relationship Management

I am seeking an experienced freelancer to assist in the development of a simple CRM project. The ideal candidate will not only provide hands-on support but also offer guidance throughout the process. This project involves defining requirements, setting up the CRM system, and ensuring it meets the needs of our business. If you have a strong background in CRM systems and project management, we want to hear from you!

Skills: Customer Relationship Management, Python, Project Management, JavaScript, Web Development

Needing help transferring customer contact information, documents, and photos between CRM tools. We are looking to move approximately 500 records from AccuLynx and RoofLink into JobNimbus.

Skills: Administrative Support, Data Entry, CRM Software, Customer Relationship Management, Email Communication, Customer Service, Virtual Assistance, Communications

Skills & Experience Needed:
Mature lead generation or data-mining experience
Knowledge of Facebook Ad Library and Google My Business research
Good web‑research skills to facilitate contact information verification
Excel skills (data validation) and CSV export knowledge
Strong attention to detail and accuracy focus with data
Excellent written communication skills in English
Timeline:
For each qualifying car detailing business, gather:
Owner's Full Name

Business Name

Owner's Cell Phone Number

Business Phone Number

Facebook Business Page URL

Business Website URL

Owner's Personal Email Address (e.g., Gmail, Outlook)

Business Email Address (e.g., info@, contact@)

Deliverables

Excel Spreadsheet (.xlsx)

One per business

Cleanly labeled columns aligned with data points above

CSV File (.csv) same structure

Your proposed rate for the full project.
Your availability and approximated turnaround time
Thank you for your effort to deal with a diligent expert who is able to give excellent, usable leads. Get in touch if you have queries!

Skills: Lead Generation, Data Entry, Data Scraping, Market Research, Customer Relationship Management