Customer Relationship Management Freelance Jobs

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141 projects published for past 72 hours.
Job Title Budget
Cold Email Campaign & Marketing Automation Specialist with Zoho CRM
12 - 35 USD / hr
28 minutes ago
Client Rank - Excellent

Payment method verified
$40'691 total spent
70 hires , 15 active
120 jobs posted
58% hire rate, 3 open job
29.79 /hr avg hourly rate paid
743 hours
4.97 of 44 reviews
Registered at: 23/02/2016
BE Belgium
Excellent
Required Connects: 16
We are seeking a skilled professional to develop and implement cold email strategies and marketing automation using Zoho CRM. The ideal candidate will have experience in crafting compelling cold emails, optimizing email sequences, and utilizing Zoho CRM to streamline the process. Your expertise will help us increase engagement and conversion rates effectively. Knowledge of analytics to track performance and adjust strategies will be essential. If you have a proven track record of successful email campaigns, we want to hear from you!
Skills: Email Marketing, Lead Generation, Customer Relationship Management, Email Campaign Setup, Marketing Automation
Hourly rate: 12 - 35 USD
28 minutes ago
  • Sales & Marketing, Digital Marketing
Odoo 17 Community Setup & Customization
750 - 1,500 USD 33 minutes ago
Client Rank - Risky

Payment method not verified
1 open job
no reviews
Registered at: 27/02/2021
US United States
Risky
I'm looking for an expert in Odoo 17 Community version to set up a white-labeled instance for my business. The primary focus is on using the system for a variety of operational needs, specifically:

- Comprehensive integration of all Odoo modules, including but not limited to Inventory management, Customer relationship management, E-commerce operations, Accounting, Project Management, and Sales.

A key requirement is to completely remove any Enterprise functions from this setup.

Ideal skills and experience for the job include:

- Extensive knowledge and practical experience with Odoo 17 Community version
- Proficiency in system customization and white labelling
- Strong understanding of various business operation modules within Odoo
- Ability to deliver a fully functional, enterprise-free system

Please note, I don't have any specific customizations in mind at this stage, but I am open to your suggestions on potential custom workflows, user roles or reports that could enhance our use of the system. Your expertise in this area will be highly valued.

The system should be set up on an on-premise hosting environment. The setup should include custom roles that align specifically with our unique workflows and business operations. Please include graphical charts in the reporting formats. The project should be completed within 3-4 weeks.

Skills: Python, Software Architecture, ERP, MySQL, Odoo
Fixed budget: 750 - 1,500 USD
33 minutes ago
  • Websites, IT & Software, Business, Accounting, Human Resources & Legal, Python, Software Architecture, MySQL, Odoo, ERP
API Integration Specialist - Firefish CRM to Salesforce
not specified 1 hour ago
Client Rank - Medium

Payment method verified
1 jobs posted
1 open job
no reviews
Registered at: 06/11/2023
GB United Kingdom
Medium
Required Connects: 11
We are seeking an experienced API Integration Specialist to develop an integration that facilitates the transfer of lead data from Firefish CRM to Salesforce. Your expertise will ensure a seamless flow of information between these platforms, enhancing our lead management process. The ideal candidate should have a strong background in API development and integration, as well as familiarity with both Firefish CRM and Salesforce. If you are detail-oriented and capable of delivering high-quality work under tight deadlines, we would love to hear from you!

Please find our project brief attached for more information.
Skills: Salesforce CRM, Customer Relationship Management, Salesforce App Development, API, API Development
Budget: not specified
1 hour ago
  • IT & Networking, DevOps & Solution Architecture
Dutch speaking SDR/Cold Caller Needed for new B2B Product Promotion to Tree Nurseries
not specified 2 hours ago
Client Rank - Good

Payment method verified
$4'420 total spent
4 hires , 3 active
3 jobs posted
100% hire rate, 4 open job
13.65 /hr avg hourly rate paid
369 hours
5.00 of 1 reviews
Registered at: 24/02/2024
BE Belgium
Good
Required Connects: 15
We are seeking a motivated individual to conduct cold calls to tree nurseries to promote our new B2B product. The ideal candidate will have experience in sales or telemarketing and be able to effectively communicate our product's benefits to potential clients. Your role will involve identifying key decision-makers and nurturing leads through persuasive conversations. If you're passionate about sales and have a knack for building relationships, we'd love to hear from you!

We have a list of target Tree Nurseries available that would need to be contacted and be informed of our product.
The goal is to convince the tree nursery to be onboarded on our new platform. For this they only need to provide us an excel list of their available plants. Our application team will setup their account.
We are happy to provide the first year license for free to the potential customers on top of the free onboarding service.

**Relevant Skills:**
- Cold Calling
- Sales Communication
- Lead Generation
- Customer Relationship Management
- B2B Marketing

Native speakers preferred. Would be great if you know one of the following languages as wel:
- Spanish
- German
- Italian
- French
- English

This is a short term assignment that would start as from January.
We would like to be able to rely on your services after this as well.
Skills: Cold Calling, Sales, Business Development, sdr, Outbound Sales
Budget: not specified
2 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
French speaking SDR/Cold Caller Needed for new B2B Product Promotion to Tree Nurseries
not specified 2 hours ago
Client Rank - Good

Payment method verified
$4'420 total spent
4 hires , 3 active
3 jobs posted
100% hire rate, 4 open job
13.65 /hr avg hourly rate paid
369 hours
5.00 of 1 reviews
Registered at: 24/02/2024
BE Belgium
Good
Required Connects: 15
We are seeking a motivated individual to conduct cold calls to tree nurseries to promote our new B2B product. The ideal candidate will have experience in sales or telemarketing and be able to effectively communicate our product's benefits to potential clients. Your role will involve identifying key decision-makers and nurturing leads through persuasive conversations. If you're passionate about sales and have a knack for building relationships, we'd love to hear from you!

We have a list of target Tree Nurseries available that would need to be contacted and be informed of our product.
The goal is to convince the tree nursery to be onboarded on our new platform. For this they only need to provide us an excel list of their available plants. Our application team will setup their account.
We are happy to provide the first year license for free to the potential customers on top of the free onboarding service.

**Relevant Skills:**
- Cold Calling
- Sales Communication
- Lead Generation
- Customer Relationship Management
- B2B Marketing

Native speakers preferred. Would be great if you know one of the following languages as wel:
- Spanish
- German
- Italian
- Dutch
- English

This is a short term assignment that would start as from January.
We would like to be able to rely on your services after this as well.
Skills: Cold Calling, Sales, Business Development, sdr, Outbound Sales
Budget: not specified
2 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
German speaking SDR/Cold Caller Needed for new B2B Product Promotion to Tree Nurseries
not specified 2 hours ago
Client Rank - Good

Payment method verified
$4'420 total spent
4 hires , 3 active
3 jobs posted
100% hire rate, 4 open job
13.65 /hr avg hourly rate paid
369 hours
5.00 of 1 reviews
Registered at: 24/02/2024
BE Belgium
Good
Required Connects: 15
We are seeking a motivated individual to conduct cold calls to tree nurseries to promote our new B2B product. The ideal candidate will have experience in sales or telemarketing and be able to effectively communicate our product's benefits to potential clients. Your role will involve identifying key decision-makers and nurturing leads through persuasive conversations. If you're passionate about sales and have a knack for building relationships, we'd love to hear from you!

We have a list of target Tree Nurseries available that would need to be contacted and be informed of our product.
The goal is to convince the tree nursery to be onboarded on our new platform. For this they only need to provide us an excel list of their available plants. Our application team will setup their account.
We are happy to provide the first year license for free to the potential customers on top of the free onboarding service.

**Relevant Skills:**
- Cold Calling
- Sales Communication
- Lead Generation
- Customer Relationship Management
- B2B Marketing

Native speakers preferred. Would be great if you know one of the following languages as wel:
- Spanish
- French
- Italian
- Dutch
- English

This is a short term assignment that would start as from January.
We would like to be able to rely on your services after this as well.
Skills: Cold Calling, Sales, Business Development, sdr, Outbound Sales
Budget: not specified
2 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
Italian speaking SDR/Cold Caller Needed for new B2B Product Promotion to Tree Nurseries
not specified 2 hours ago
Client Rank - Good

Payment method verified
$4'420 total spent
4 hires , 3 active
3 jobs posted
100% hire rate, 4 open job
13.65 /hr avg hourly rate paid
369 hours
5.00 of 1 reviews
Registered at: 24/02/2024
BE Belgium
Good
Required Connects: 15
We are seeking a motivated individual to conduct cold calls to tree nurseries to promote our new B2B product. The ideal candidate will have experience in sales or telemarketing and be able to effectively communicate our product's benefits to potential clients. Your role will involve identifying key decision-makers and nurturing leads through persuasive conversations. If you're passionate about sales and have a knack for building relationships, we'd love to hear from you!

We have a list of target Tree Nurseries available that would need to be contacted and be informed of our product.
The goal is to convince the tree nursery to be onboarded on our new platform. For this they only need to provide us an excel list of their available plants. Our application team will setup their account.
We are happy to provide the first year license for free to the potential customers on top of the free onboarding service.

**Relevant Skills:**
- Cold Calling
- Sales Communication
- Lead Generation
- Customer Relationship Management
- B2B Marketing

Native speakers preferred. Would be great if you know one of the following languages as wel:
- Spanish
- French
- German
- Dutch

This is a short term assignment that would start as from January.
We would like to be able to rely on your services after this as well.
Skills: Cold Calling, Sales, Business Development, sdr, Outbound Sales
Budget: not specified
2 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
Active Campaign CRM Help
not specified 2 hours ago
Client Rank - Excellent

Payment method verified
$274'479 total spent
88 hires , 21 active
138 jobs posted
64% hire rate, 3 open job
12.41 /hr avg hourly rate paid
16083 hours
4.75 of 54 reviews
Registered at: 03/03/2016
US United States
Excellent
Required Connects: 10
Only freelancers located in the U.S. may apply.
In need of support setting up active campaign CRM for a sales pipeline, with automated emails and other features.

**Candidate must be proficient with Active Campaign and avail during 8am-5pm EST hours to assist our new employee with any questions, and help us setup an efficient setup. **
Skills: ActiveCampaign, Customer Relationship Management, Email Campaign Setup
Budget: not specified
2 hours ago
  • Sales & Marketing, Digital Marketing
Appointment Setting and Lead Generation
not specified 2 hours ago
Client Rank - Medium

Payment method verified
$110 total spent
1 hires , 1 active
2 jobs posted
50% hire rate, 2 open job
10.00 /hr avg hourly rate paid
10 hours
5.00 of 1 reviews
Registered at: 24/07/2024
US United States
Medium
Required Connects: 13
We are seeking a fluent English speaker who can effectively call and qualify incoming leads for our clients. The main responsibility will be to set appointments and manage follow-up processes. The ideal candidate should have excellent communication skills and be comfortable talking on the phone. This role requires attention to detail and the ability to quickly understand customer needs. The successful candidate will also have strong organizational skills and the ability to prioritize tasks. This is a great opportunity to join a dynamic team and make a significant impact in a growing company.

Relevant Skills:
- Fluent English
- Excellent communication skills
- Appointment setting
- Lead qualification
- Follow-up management
- Attention to detail
- Organizational skills
- Prioritization
Skills: Data Entry, Market Research, Appointment Setting, Email Marketing, Lead Generation, Telemarketing, Recruiting, Business Consulting, Customer Relationship Management, Hospitality, Cold Calling, Online Chat Support, Customer Service
Budget: not specified
2 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
Virtual Assistant
3 - 4 USD / hr
2 hours ago
Client Rank - Good

Payment method verified
$6'306 total spent
4 hires , 2 active
5 jobs posted
80% hire rate, 1 open job
4.26 /hr avg hourly rate paid
1439 hours
5.00 of 1 reviews
Registered at: 22/03/2019
US United States
Good
Required Connects: 15
We are seeking a reliable and efficient virtual assistant to assist with various administrative tasks. The ideal candidate should possess the following skills and qualifications:

Data Entry:
Proficiency in using Google Sheets or similar spreadsheet software.
Accurate and fast typing skills.
Attention to detail to ensure precise copy and paste of training links.

Email Management:
Familiarity with email platforms such as Gmail or Outlook.
Ability to organize and categorize emails effectively.
Understanding of confidentiality and discretion when handling sensitive information.

Transcription:
Excellent listening skills and the ability to transcribe audio accurately.
Proficiency in typing and grammar.
Familiarity with transcription software or tools is a plus.

Press Release Submission:
Familiarity with local news stations, bloggers, and podcasters relevant to our industry.
Strong written communication skills.
Ability to follow submission guidelines and adapt press releases to target specific audiences.

Lead Tracking Spreadsheet Creation:
Proficiency in using spreadsheet software like Excel or Google Sheets.
Knowledge of formulas and functions to track and calculate data.
Understanding of lead tracking and sales conversion concepts.

Sales Conversion Tracking from Inspections:
Proficiency in using spreadsheet software to track and analyze data.
Understanding of sales conversion metrics and calculations.
Attention to detail to ensure accurate recording of data.

Daily Sales Updates:
Strong organizational skills to track and update sales data on a daily basis.
Proficiency in using spreadsheet software.
Ability to work with sales representatives to gather and verify information.

General Data Entry in CRM Software:
Familiarity with CRM software (Customer Relationship Management).
Accurate and efficient data entry skills.
Attention to detail to maintain the integrity of the CRM database.

If you are a dedicated virtual assistant with the necessary skills and qualifications, we would love to hear from you. Please submit your application, highlighting your relevant experience and providing any samples or references, if available.

Note: Please ensure that your application includes your hourly rate and availability for the mentioned tasks.

Hours and availability: 7am - 4pm Arizona Time (Pacific Standard Time)
Skills: Virtual Assistance, Data Entry, Email Communication, ChatGPT, Payroll Accounting, English, Gmail, Problem Solving
Hourly rate: 3 - 4 USD
2 hours ago
  • Admin Support, Data Entry & Transcription Services
Revenue Growth Specialist for Omnichannel CRM and Call Center Startup
1,000 USD 2 hours ago
Client Rank - Good

Payment method verified
$1'422 total spent
12 hires , 10 active
43 jobs posted
28% hire rate, 15 open job
5.99 /hr avg hourly rate paid
190 hours
4.04 of 2 reviews
Registered at: 21/08/2022
VN Vietnam
Good
Required Connects: 10
We are an innovative omnichannel CRM, call center, and AI startup seeking a revenue growth specialist to drive sales and enhance our client acquisition strategy.
www.antbuddy.com

The ideal candidate will leverage their expertise in digital marketing, sales analytics, and customer relationship management to develop and implement effective growth strategies. Your primary focus will be on identifying new market opportunities and optimizing our sales processes to maximize revenue. If you have a passion for startups and a knack for building relationships, we want to hear from you!
Skills: Sales, Lead Generation, Cold Calling
Fixed budget: 1,000 USD
2 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
Call Outreach for Real Estate Business
3.5 - 5.5 USD / hr
2 hours ago
Client Rank - Medium

Payment method verified
1 open job
US United States
Medium
Required Connects: 9
We are seeking one or possibly two virtual assistants to conduct outreach for our real estate business. You will help us by calling existing contacts in our CRM in an effort to qualify and schedule a follow up appointment with our deal team. If you have experience making a high volume of calls and are curious to gain more knowledge in real estate then this could be a fulfilling opportunity for you. Please respect our time and only apply if you align with the above statement and can commit.
Skills: Cold Calling, Scheduling, Data Entry, Phone Communication, Customer Relationship Management
Hourly rate: 3.5 - 5.5 USD
2 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
Odoo Integration Specialist Needed
10 - 15 USD / hr
3 hours ago
Client Rank - Risky

Payment method not verified
1 open job
UA Ukraine
Risky
Required Connects: 9
We are seeking an experienced Odoo integration specialist to streamline and enhance our business operations. The ideal candidate will have a strong background in integrating Odoo with various third-party applications, ensuring seamless data flow and operational efficiency. Your role will involve analyzing our current systems, developing integration solutions, and providing ongoing support as needed. If you have a proven track record in Odoo integration and can deliver effective solutions in a timely manner, we want to hear from you!
Skills: Odoo, Python, Odoo Development, Customer Relationship Management, JavaScript
Hourly rate: 10 - 15 USD
3 hours ago
  • Web, Mobile & Software Dev, Web Development
Full Stack Upwork Bidder Needed
5 - 10 USD / hr
3 hours ago
Client Rank - Medium

Payment method verified
3 jobs posted
67% hire rate, 2 open job
no reviews
Registered at: 14/10/2024
AU Australia
Medium
Required Connects: 14
We are seeking a skilled full stack Upwork bidder to help us secure freelance projects effectively. The ideal candidate should have experience in writing compelling proposals, understanding client needs, and demonstrating the value of our services. You will be responsible for bidding on relevant jobs, following up on leads, and collaborating with our team to ensure successful project acquisition. If you have a proven track record in winning bids and a good grasp of full stack development, we want to hear from you!
Skills: Customer Relationship Management, Web Development, WordPress, Web Design, JavaScript
Hourly rate: 5 - 10 USD
3 hours ago
  • Web, Mobile & Software Dev, Web Development
Lead Generation Specialist Using Apollo.io
9 - 10 USD / hr
4 hours ago
Client Rank - Medium

Payment method verified
$549 total spent
4 hires , 2 active
1 jobs posted
100% hire rate, 1 open job
9.50 /hr avg hourly rate paid
46 hours
5.00 of 1 reviews
Registered at: 09/10/2024
CA Canada
Medium
Required Connects: 15
We are seeking a skilled Lead Generation Specialist to help us identify and generate high-quality leads using Apollo.io. The ideal candidate should have a proven track record in leveraging Apollo.io to source prospects effectively. You will be responsible for setting up lead criteria, conducting searches, and managing pipelines. Your role will be crucial in expanding our client base and driving sales growth. If you have a keen eye for detail and experience with lead generation tools, we would love to hear from you.
Skills: Lead Generation, Data Scraping, Customer Relationship Management, Prospect List, List Building
Hourly rate: 9 - 10 USD
4 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
Salesforce and SAP Integration Specialist
not specified 4 hours ago
Client Rank - Excellent

Payment method verified
$21'035 total spent
86 hires , 3 active
99 jobs posted
87% hire rate, 3 open job
21.15 /hr avg hourly rate paid
101 hours
4.74 of 62 reviews
Registered at: 08/09/2015
SA Saudi Arabia
Excellent
Required Connects: 16
We are seeking a skilled professional to integrate Salesforce and SAP at the sales order level. The ideal candidate will be responsible for ensuring seamless data flow between both platforms, enhancing our sales operations, and improving overall efficiency. You should have a strong understanding of both CRM and ERP systems, with a proven track record of successful integrations. If you are detail-oriented and possess excellent problem-solving skills, we would love to hear from you!
Skills: SAP, Salesforce CRM, Customer Relationship Management, Dell Boomi, Java
Budget: not specified
4 hours ago
  • IT & Networking, DevOps & Solution Architecture
ERP Business Development Manager – Microsoft Dynamics
25 - 35 USD / hr
4 hours ago
Client Rank - Medium

Payment method verified
5 jobs posted
2 open job
no reviews
Registered at: 28/12/2020
US United States
Medium
Required Connects: 11
Job Overview:

We are seeking a dynamic ERP Business Development Manager to join our team, focusing on expanding our Microsoft Dynamics practice. This role is ideal for a driven professional with a proven track record in ERP solutions sales and a deep understanding of Microsoft Dynamics products. The successful candidate will be instrumental in driving our growth strategy by identifying new business opportunities and building long-lasting relationships with clients.

Responsibilities:

Market Analysis and Strategy Development:
Conduct detailed market research to identify new business opportunities and understand industry trends.Develop and implement a comprehensive growth strategy focused on Microsoft Dynamics implementations and support services.

Client Acquisition and Relationship Management:
Identify potential clients and develop strategies to cultivate partnerships.
Manage the entire sales cycle from prospecting to closing deals, ensuring a smooth transition to the implementation team.
Maintain and expand relationships with existing clients, ensuring their satisfaction and continuous engagement.

Collaboration and Coordination:
Work closely with the marketing team to create targeted campaigns and promotional materials.
Collaborate with the technical team to ensure the solutions proposed meet client needs and are deliverable within proposed timelines and budgets.
Provide feedback from clients to product development teams to help shape future offerings.

Performance Metrics and Reporting:
Track and report on sales targets, pipeline, and overall business growth metrics.
Analyze performance data to continually refine and improve strategy and operations.


Qualifications:

Bachelor’s degree in Business, Marketing, IT, or a related field.
Minimum of 5 years' experience in sales or business development, specifically with ERP systems, preferably Microsoft Dynamics.
Strong understanding of Microsoft Dynamics products and the ERP market landscape.
Excellent communication, negotiation, and interpersonal skills.
Proven ability to manage complex sales cycles with a track record of successful revenue generation.
Strategic thinker with a strong analytical mindset.


What We Offer:

Competitive salary with performance-based bonuses.
Opportunities for professional growth and advancement.
A collaborative and innovative work environment.
Comprehensive benefits package including health, vision, and dental insurance, plus a 401(k) plan.

How to Apply:

Interested candidates should submit their resume along with a cover letter outlining their specific experience and how they plan to contribute to the growth of our Microsoft Dynamics practice.

https://x.com/erplockco

https://www.erplock.co/
Skills: Microsoft Dynamics 365, Microsoft Dynamics ERP, Customer Relationship Management, Microsoft Dynamics CRM, Microsoft Dynamics Development, Enterprise Resource Planning
Hourly rate: 25 - 35 USD
4 hours ago
  • Sales & Marketing, Lead Generation & Telemarketing
Integración interfase holded - hubspot
100 USD 5 hours ago
Client Rank - Medium

Payment method verified
1 open job
ES Spain
Medium
Required Connects: 6
Estoy buscando un profesional con experiencia en la integración de Holded y HubSpot. El objetivo principal es crear una interfaz para clientes que garantice la sincronización diaria de la información de contactos entre Holded y HubSpot. Los campos deseados para la interfaz han sido claramente definidos. No necesitamos un consultor, solo alguien que sepa hacer la interfase, ya que la parte de consultoria de definición ya se ha hecho.

Habilidades y experiencia ideales:

- Dominio de HubSpot y Holded
- Experiencia previa en sincronización de datos
- Capacidad para crear interfaces para clientes
- Atención al detalle y capacidad para seguir requisitos específicos de los campos
- Habilidad para garantizar sincronizaciones diarias de datos
Skills: HubSpot, holded, Customer Relationship Management, API, API Integration
Fixed budget: 100 USD
5 hours ago
  • Sales & Marketing, Digital Marketing
Zappychat
not specified 5 hours ago
Client Rank - Medium

Payment method verified
$552 total spent
4 hires , 2 active
4 jobs posted
100% hire rate, 2 open job
34.99 /hr avg hourly rate paid
9 hours
5.00 of 1 reviews
Registered at: 02/09/2020
US United States
Medium
Required Connects: 10
I need expert help with Zappychat and go high level.
Skills: Chatbot, HighLevel, Marketing Automation, Automated Workflow, Email Automation, CRM Automation, Automation, Chatbot Development, ChatGPT, Email Marketing, Project Workflows, Zapier, Sales Funnel, Customer Relationship Management, Email Campaign Setup
Budget: not specified
5 hours ago
  • Sales & Marketing, Digital Marketing
Zoho CRM plus customization
1,000 USD 5 hours ago
Client Rank - Risky

Payment method not verified
1 open job
IN India
Risky
Required Connects: 9
i am looking for support for customizing our ZOHO CRM plus modules such as CRM, Projects modules urgently to start with,

We are an IT software company.
Skills: Zoho CRM, Customer Relationship Management, Zoho Analytics, Zoho Projects, zoho crm plus, zoho crm customization
Fixed budget: 1,000 USD
5 hours ago
  • Web, Mobile & Software Dev, Web Development
Pipedrive CRM Workflow and Automation Expert Needed
10 - 20 USD / hr
6 hours ago
Client Rank - Risky

Payment method verified
$392 total spent
3 hires , 3 active
6 jobs posted
50% hire rate, 3 open job
10.00 /hr avg hourly rate paid
53 hours
3.20 of 1 reviews
Registered at: 23/11/2024
CA Canada
Risky
Required Connects: 13
We are seeking a highly skilled female expert in Pipedrive CRM to assist us in implementing and optimizing workflows and automations. The ideal candidate will have extensive experience in utilizing Pipedrive's features to streamline processes, improve efficiency, and enhance our sales pipeline. Your expertise will be essential in identifying key areas for automation and ensuring a smooth implementation. If you have a proven track record of transforming CRM processes, we want to hear from you!

Please note: Our company’s first commitment is to hire women of African descent as part of our commitment to empowering African women and creating a nurturing, inclusive workspace.

However other applicants will still be reviewed.
Skills: Pipedrive, Customer Relationship Management, Automation, Zapier, Salesforce CRM
Hourly rate: 10 - 20 USD
6 hours ago
  • Sales & Marketing, Digital Marketing
Evaluate, Implement, and Maintain Unified CRM Solution
200 USD 6 hours ago
Client Rank - Excellent

Payment method verified
$64'822 total spent
32 hires , 8 active
23 jobs posted
100% hire rate, 1 open job
13.02 /hr avg hourly rate paid
2562 hours
5.00 of 17 reviews
Registered at: 31/12/2019
GB United Kingdom
Excellent
Required Connects: 10
We aim to consolidate our use of HubSpot and Keap into a single CRM system. Ideally, the CRM should be self-hosted and open-source, with robust API support for integrations. The chosen system must replicate or replace the following features:

### Features from HubSpot

- **Contact, Deal, and Company Management**: Ability to create and link records.
- **Sales Pipelines and Stages**: Support for tracking deals through defined workflows.
- **Email Management**: Templates, sequences, tracking, and Gmail integration for automatic contact addition.
- **Call Management**: Logging and tracking of calls.
- **Tasks and Notes**: Linked to deals or contacts.
- **Webchat**: Embedded live chat functionality.

### Features from Keap

- **Automations**: Triggered email sequences based on tags, with conditions like skipping weekends.
- **Email Broadcasts**: Bulk email campaigns.
- **Forms**: Embedded forms for trial registration and blog subscriptions.

### Integration Needs

- **API Support**: The system must support robust APIs to enable Zapier or direct integration for workflows.
- **Current Zapier Workflows**:
- Automatically create a deal or contact in the CRM when a trial account is created.
- Sync contacts between systems (this will be obsolete with a single CRM).

### Preferences

- Open-source and self-hosted CRM solutions are preferred.
- Workarounds for missing features (e.g., using external tools for webchat or calling) must integrate seamlessly with the CRM.

We currently have over 50K contacts in Hubspot (30K in Keap), 40K+ companies, and 25K+ deals

**Professional Search**

We are looking for a professional to help us evaluate alternatives and recommend the most suitable option. If we decide to proceed, this same person will be offered the opportunity to set up and maintain the unified CRM system over time.
Skills: Customer Relationship Management
Fixed budget: 200 USD
6 hours ago
  • IT & Networking, DevOps & Solution Architecture
Lead Full-Stack Software Developer & Technical Project Manager
5 - 25 USD / hr
7 hours ago
Client Rank - Medium

Payment method verified
1 open job
no reviews
Registered at: 10/08/2024
US United States
Medium
Required Connects: 14
Technical Skills Needed
- Ability to Use AI Tools: Proficiency in ChatGPT (or similar AI tools) for coding assistance is mandatory.
- Microsoft .NET:
- 2+ years in .NET with C#, ASP.NET, or VB.NET.
- Create .NET DLL libraries.
- Knowledge of Windows Forms or WPF/UWP.
- Interact with USB and serial ports.
- Command-line and PowerShell scripting.
- Understand Windows tasks, logs, and services.
- PHP or ASP.NET for Web Development:
- Experience with frameworks like CodeIgniter or Laravel.
- Strong HTML, CSS, and JavaScript (e.g., jQuery, Vue).
- Microsoft SQL Server:
- 2+ years of experience.
- Manage TSQL, tables, views, and stored procedures.
- Use SQL Server Profiler.
- Website Management:
- Maintain static websites (e.g., WordPress).
- Networking Skills:
- Understand TCP/IP concepts.
- Microsoft Power BI:
- Data connection and import.
- Chart and report creation.
- Testing and Documentation:
- Strong skills in unit and integration testing.
- Image Manipulation:
- Experience with image processing.

Personal Skills
- Communication:
- Clear English skills.
- Available during U.S. hours (6 PM to 8 PM CST).
- Education:
- High school diploma required; college degree preferred.
- Problem Solving:
- Strong analytical and teamwork skills.
- On-Site Work:
- In-office work preferred; periodic presence in Cavite required.
- Legal Agreements:
- Must sign NDA and Non-Compete Agreement.

Commitment and Expectations
- Long-Term Involvement:
- 10+ years of commitment.
- Responsible for software support and new features.
- Exclusivity:
- Sole career focus required.
- Work Hours:
- Flexible hours with U.S. availability.

Future Projects
- Web Utilities:
- Hosted on LAN with Powerlink and SQL Server.
- Range from simple to complex applications.
- Desktop Applications:
- Maintain MSSQL tables and custom tools.
- Work order and inventory management.
- Phone Applications:
- Web-based tools for managing orders and audits.
- Power BI:
- Data visualization and paginated reports.
- Enhancements to Powerlink:
- Integrations with Monday.com, ShipStation, and more.
- E-Commerce:
- Platform with Hollander Interchange and enhanced features.

Onboarding Plan
- Initial Training:
- Shadow workflows and systems.
- First Projects:
- Begin with smaller utilities.
- Evaluation:
- Regular reviews during the first 6 months.

Evaluation Metrics
- Deliverables:
- Timely project completion.
- Communication:
- Effective collaboration.
- Code Quality:
- High standards and thorough testing.
- Feedback:
- Positive user and team feedback.
Skills: JavaScript, Web Development, PHP, HTML, Customer Relationship Management, .NET Framework, Microsoft Power BI, Microsoft Visual Studio, Windows Forms, Windows 11 Administration
Hourly rate: 5 - 25 USD
7 hours ago
  • Web, Mobile & Software Dev, Ecommerce Development
Experienced Odoo Developer/Functional Consultant for WhatsApp Business Integration
30 USD 7 hours ago
Client Rank - Excellent

Payment method verified
$15'242 total spent
12 hires , 4 active
7 jobs posted
100% hire rate, 1 open job
11.49 /hr avg hourly rate paid
67 hours
5.00 of 7 reviews
Registered at: 29/01/2023
SE Sweden
Excellent
Required Connects: 8
We are looking for a highly skilled and experienced Odoo Developer or Functional Consultant to quickly integrate WhatsApp Business API with our existing Odoo system for our call center. This is a one-time project, and we need someone with proven expertise to complete the integration efficiently and effectively, without ongoing commitment.

Key Responsibilities:

WhatsApp Business API Integration: Set up and configure the WhatsApp Business platform to integrate with Odoo, ensuring smooth communication between Odoo and WhatsApp.

Configuration of Odoo WhatsApp Module: Implement and configure the Odoo WhatsApp module to manage customer interactions, including incoming and outgoing messages, chat history, and automated message flows.

Call Center Communication Optimization: Tailor the integration to improve call center operations, enabling features such as automated replies, real-time chat, message templates, and message tracking.

Customization: Provide any necessary customizations to meet our specific business needs or enhance functionality.
Testing and Troubleshooting: Ensure thorough testing of the integration, resolve any technical issues, and make adjustments as needed.

Documentation and Knowledge Transfer: Provide clear documentation of the setup and process. Brief the team on how to use the system efficiently post-integration.

Required Skills and Experience:
Proven experience with Odoo development and customization, particularly integrating third-party APIs.
In-depth experience with WhatsApp Business API integration.
Familiarity with Odoo WhatsApp module and similar communication tools.
Strong troubleshooting, problem-solving, and debugging skills.
Ability to work independently and deliver within tight deadlines.
Excellent communication and documentation skills.
Skills: Odoo, Python, Odoo Development, Customer Relationship Management, Odoo Administration
Fixed budget: 30 USD
7 hours ago
  • IT & Networking, ERP/CRM Software
Dolibar Module
not specified 8 hours ago
Client Rank - Medium

Payment method verified
$56 total spent
1 hires , 1 active
1 jobs posted
100% hire rate, 2 open job
no reviews
Registered at: 02/11/2024
BJ Benin
Medium
Required Connects: 11
I would like to create a dolibarr module for invoice standardization following the recommendations contained in these documents. You can translate documents which unfortunately are only in French.
Skills: Desktop Application, Customer Relationship Management, Mobile App, Mautic, Enterprise Resource Planning, PHP, Machine Learning, Big Data
Budget: not specified
8 hours ago
  • Web, Mobile & Software Dev, Web Development
Dolibarr module
not specified 8 hours ago
Client Rank - Medium

Payment method verified
$56 total spent
1 hires , 1 active
1 jobs posted
100% hire rate, 1 open job
no reviews
Registered at: 02/11/2024
BJ Benin
Medium
Required Connects: 11
I would like to create a dolibarr module for invoice standardization following the recommendations contained in these documents. You can translate documents which unfortunately are only in French.
Skills: Custom Content Management System, Vtiger, MySQL Programming, SuiteCRM, Customer Relationship Management, ERP Software, PHP
Budget: not specified
8 hours ago
  • Web, Mobile & Software Dev, Web Development
SuiteCRM Specialist Needed for Customization and Support
30 USD 8 hours ago
Client Rank - Excellent

Payment method verified
$788 total spent
21 hires
37 jobs posted
57% hire rate, 1 open job
5.00 of 17 reviews
Registered at: 11/12/2020
SE Sweden
Excellent
Required Connects: 10
We are looking for a skilled SuiteCRM specialist to assist us in customizing and optimizing our SuiteCRM instance. Your role will involve configuring modules, improving workflows, and providing support to our team. The ideal candidate should have a strong understanding of SuiteCRM functionalities and experience in troubleshooting common issues. If you're passionate about CRM solutions and have a knack for enhancing user experience, we would love to hear from you!
Skills: Customer Relationship Management, SuiteCRM, PHP, SugarCRM Development, JavaScript
Fixed budget: 30 USD
8 hours ago
  • Web, Mobile & Software Dev, Web Development
Customer success colleague to upload posts, invoice, manage our CRM, and communicate with customers
not specified 8 hours ago
Client Rank - Risky

Payment method not verified
1 open job
CH Switzerland
Risky
Required Connects: 7
Customer success role with WordPress posting, Stripe invoicing, and customer communication looking for detail-oriented colleagues open to working both weekdays and weekends

Overview: We are running a set of websites that accept guest posts and guest links. For this, we are looking for a detailed and readily available person to upload posts onto our WordPress website, interact with customers to process their post orders, invoice them via Stripe, and manage CRM entries in a Google Sheet. You will be part of a growing Team of global colleagues that manages our sites 24/7.

WordPress posting: Your first job will be to process guest posts for our websites that customers order. These posts follow a particular format described in our guidelines to set the post up correctly for SEO purposes. You will follow a straightforward set of well-documented instructions and need basic WordPress skills to do so (no coding required). There will be an average of 3-5 posts per day - sometimes there will be more and sometimes less.

Additional tasks - customer communication: In addition, you will be communicating with customers on their post orders. This typically happens in Google Groups, where we distribute the work in the Team and assign who is responsible for which task. We have templates you can use and other colleagues you can learn from. Going forward, this role can include negotiating pricing with new customers - if you are interested in this, we would very much welcome this.

Additional tasks - invoicing: Once you have published your guest post in WordPress, you will issue the customer an invoice via our Strip interface. This process is also well documented, requires no coding skills, and can be learned relatively easily if you are familiar with similar systems.

Quick turnaround: Our customers require quick turnaround of their posts within 24-36h. This means you should be available to process inquiries on weekend days as well. As the Team grows, we will be able to distribute this duty more and more.

Ideal candidate: The ideal candidate has experience in WordPress posting and potentially SEO, is excited to communicate with customers, and able to learn quickly with an international set of colleagues. We are growing our business, which means there are opportunities for you to grow along with us.

We are looking forward to hearing from you!
Skills: WordPress, SEO Content, Stripe, Google Sheets, Customer Service, Customer Relationship Management
Budget: not specified
8 hours ago
  • Customer Service, Customer Service & Tech Support
Hubspot Operations and SDR
not specified 8 hours ago
Client Rank - Excellent

Payment method verified
$7'901 total spent
124 hires , 7 active
112 jobs posted
100% hire rate, 1 open job
13.56 /hr avg hourly rate paid
12 hours
4.97 of 98 reviews
Registered at: 10/06/2018
IL Israel
Excellent
Required Connects: 15
Hubspot operations & SDR qualification. Full time. Based in Lod Israel. See attached description.
Skills: sdr, HubSpot, Lead Generation, Customer Relationship Management, Marketing Automation
Budget: not specified
8 hours ago
  • Sales & Marketing, Digital Marketing
Zapier, Make, CRM Setup Assistant
5 - 15 USD / hr
9 hours ago
Client Rank - Good

Payment method verified
$1'934 total spent
9 hires , 4 active
20 jobs posted
45% hire rate, 2 open job
7.88 /hr avg hourly rate paid
187 hours
4.33 of 10 reviews
Registered at: 11/07/2023
AE United Arab Emirates
Good
Required Connects: 15
Looking for an automation specialist to assist on various client projects. work scope is usually fixing and building zapier / make automations, integrating them with crm systems. low code/ no code programs. also sometimes few marketing funnels, but not a lot.

looking for someone to build long term cooperation with
Skills: Zapier, Customer Relationship Management, HubSpot, Pipedrive, WordPress, close.com, CRM Software
Hourly rate: 5 - 15 USD
9 hours ago
  • Sales & Marketing, Digital Marketing
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