Optimize CRM Projects with Vollna's Tools

I’m a licensed Realtor seeking an experienced Lofty CRM specialist to configure my existing account. I already have my sales process, messaging, and Calendly, and I need implementation, not sales coaching or generic scripts. Scope includes organizing Realtor.com, sphere of influence, referrals, and future Instagram/TikTok leads; building a buyer pipeline from New Lead through Consultation, Pre-Approval, Active Buyer, Under Contract, Closed, and Nurture; configuring automated text/email follow-ups, old-lead reactivation, nurture, and call reminders; integrating Calendly and buyer questionnaire; creating a “TIANA - TODAY” view; setting up appointment-setter call tracking and notes; and reviewing existing website and lead capture. No campaigns go live without my approval. Test everything with sample leads first. Deliverables include a functional CRM, tested workflows, recorded 60-minute Zoom training, and one-page daily SOP. I must independently complete a test lead workflow. Budget: $400 fixed. Timeline: 5–7 days. Milestones: $100 setup, $200 build and testing, $100 training and handoff. To apply, start with “LOFTY BUILD” and provide proof of previous Lofty builds and how you handle automation pauses and daily tasks.

We're Hiring: Client Experience & Operations Specialist
Remote | Philippines Preferred | Part Time
$8–$10 USD/hour | Approximately 10 Hours/Week to Start

We're a growing online education and coaching business looking for an experienced, proactive and highly detail-oriented Client Experience & Operations Specialist to support our community, client experience and internal operations.

This isn't a general admin role.

We're looking for someone who already understands online business systems, takes ownership of their responsibilities and can be trusted to manage important details accurately without constant supervision.

You'll be working across multiple platforms, communicating directly with community members and helping ensure our systems and processes run smoothly.
What You'll Be Responsible For
1. Job Board Research & Management
Research and identify 5+ legitimate remote job opportunities each weekday.
Verify company legitimacy, job requirements and direct application links.
Create accurate, consistently formatted job postings.
Keep listings current and free from duplicates or expired opportunities.
Complete quality checks before publishing.
2. Facebook Community Management
Review membership requests and manage approvals.
Welcome new members and follow established onboarding workflows.
Monitor and respond to posts and comments.
Engage with members in warm, professional and natural English.
Identify questions, concerns or potential leads requiring escalation.
Maintain community standards and manage spam.
3. Client Experience & Payment Tracking
Maintain accurate client records, enrolment information and trackers.
Update CRM records and internal client experience systems.
Manage designated payment tracking spreadsheets.
Cross check information and flag discrepancies or missing details.
Support recurring onboarding and client experience workflows.
4. General Operations
Maintain Google Sheets, Docs and Drive files.
Update SOPs and internal documentation.
Complete research, data entry and operational quality checks.
Identify inefficiencies and proactively suggest improvements.
Required Experience
Hands-on experience with the following platforms is essential:

HeyClients and/or GoHighLevel (GHL) – CRM and client management.
Skool – Online learning and community platforms.
Meta/Facebook – Facebook Group management and community engagement.
Google Workspace – Particularly Sheets, Docs and Drive.

You must also have:

Excellent written English and the ability to communicate professionally with community members.
Exceptional attention to detail and a strong commitment to accuracy.
Experience supporting online businesses, communities or client operations.
The ability to work independently, solve problems and take ownership of tasks.
Strong organisational skills and confidence managing multiple systems.
A proactive approach to communication and identifying issues.

Experience using AI tools to improve efficiency is a bonus but accuracy and independent judgement must always come first.

Our biggest non-negotiables are accuracy, ownership, communication and genuine platform experience.
Position Details
Location: Remote - Philippines based applicants preferred.
Type: Part time independent contractor.
Hours: Approximately 10 hours per week to start, with recurring weekday responsibilities.
Rate: $8-$10 USD/hour, depending on experience.
Growth: Potential for additional responsibilities and hours over time.
How to Apply
We're looking for someone who can demonstrate their experience and attention to detail.

Please submit the following:

1. Brief Introduction
Tell us about who you are, your relevant experience, including specific tasks you've completed in HeyClients/GHL, Skool, Facebook Groups and Google Workspace.

2. Loom Video (1-2 Minutes)
Introduce yourself (we want to know YOU, not just your profession) please also share an example of a time you independently caught an error, solved a problem or improved a process.

3. Practical Research Task
Find one currently open remote VA, EA, admin or operations role with an established business. Include the company name, job title, direct application link and a brief explanation of how you verified it's legitimate and accepting applications.

4. Subject Line
Include the phrase “Details Matter” in your application subject line.

Applications missing any of these four components will not be considered.

We're looking for someone who takes pride in doing things properly, communicates confidently and can be trusted to keep important operations running smoothly.

If that sounds like you, we'd love to hear from you!

The Interfaith Center for Sustainable Development (ICSD) seeks a skilled AI Automation Specialist to design, develop, and implement AI agents that streamline organizational operations, improve efficiency, and strengthen fundraising, communications, and outreach. The role will focus on integrating AI-powered workflows with Salesforce, Constant Contact, Gmail, and Canva to automate tasks such as donor and contact management, personalized email outreach, fundraising follow-ups, campaign creation, data synchronization, reporting, and content development. Responsibilities include identifying opportunities for automation, building and testing AI agents, establishing secure connections between platforms, troubleshooting integrations, and training staff to use these tools effectively. The ideal candidate will have experience with AI agents, API integrations, workflow automation platforms and CRM and email marketing systems, with an emphasis on creating reliable, cost-effective, and user-friendly solutions that increase ICSD's impact while reducing administrative workload.

I’m looking for an experienced B2B/B2C cold caller to work aged home and auto insurance leads for my agency. This is not a lead generation role—I provide the leads, Ricochet dialer access, script, quote sheet, and workflow. The goal is to create real quote opportunities, not just book appointments. The caller should gather as much quote information as possible, live transfer interested prospects when available, and schedule a callback or appointment when needed. This will start at about 16 hours per week with a 30-day test. If results are strong, I’m open to increasing hours and pay. Central Time availability is preferred.

ERP software typically consists of multiple enterprise software modules that are individually purchased, based on what best meets the specific needs and technical capabilities of the organization. Each ERP module is focused on one area of processes in the business.

There are at least 8 basic modules found in an ERP system:

Human Resource
Inventory
Sales & Marketing
Purchase
Finance & Accounting
Customer Relationship Management(CRM)
Engineering/ Production
Supply Chain Management (SCM)
Prepare a 2-page report, not including the cover page and the References page, using APA style. Use appropriate headings for each of the points you cover in your report.

You will research ERP systems, addressing the following points:
Introduction
Define what we mean by an ERP system.
Describe two advantages and two disadvantages of ERP systems.
Choose one module from the list of 8 modules above.
Describe this module in detail.
Explain how this module integrates into the entire ERP system.
Provide an example of a business that could benefit from the use of this module in an ERP system.
Explain how that business benefits from that module.
Conclusion
Describe why ERP is important to any organization or business.

Skills: Research, Report Writing, Research Writing, Business Analysis, SAP, ERP, Documentation, Business Consulting

Email Marketing Setup, Contact List Management & Automated Campaigns for Real Estate Agent

We are looking for an experienced email marketing specialist to help one of our real estate agents properly set up and launch an ongoing email marketing campaign.

Our agent recently joined iad Real Estate from Compass and has an existing database of 10,000+ email contacts, including past clients, previous leads, prospects, and other contacts she has accumulated over the years.

She previously used Compass's CRM and email marketing tools and would like to establish a similar system that allows her to stay in touch with her database through professional, automated email campaigns.

What We Need Help With

- **Platform Selection & Setup:** Recommend the best email marketing platform for her needs. We currently use Follow Up Boss as our brokerage CRM, but we're open to a separate platform for this project.
- **Database Import & Organization:** Help import, clean, verify, and segment her 10,000+ contacts so they can be managed effectively.
- **Email Deliverability:** Properly configure the email sending infrastructure, including domain authentication, SPF, DKIM, DMARC, and appropriate sending reputation safeguards.
- **Email Campaign Creation:** Help create professional, real estate-focused email templates and automated campaigns for past clients, buyers, sellers, and prospects.
- **Automation & Follow-Up:** Set up ongoing email sequences so she can consistently market to her database without having to manually send individual emails.
- **Compliance & Permission-Based Marketing:** Evaluate the different categories of contacts in her database and help us determine which contacts can appropriately receive marketing emails. Some contacts may not have explicitly opted in, so we want to ensure that we follow applicable regulations, respect email platform policies, and avoid practices that could be considered spam.
- **Training:** Provide basic training so our agent can manage her email campaigns independently once everything is established.

About Us

We are iad Real Estate, part of an international real estate company with more than 21,000 agents across eight countries. We are growing our U.S. operations and looking for reliable professionals who can help our agents develop their businesses.

What We're Looking For

We noticed that you have experience working with real estate professionals and brokerages, which is particularly appealing to us.

We're looking for someone who can take the lead on the technical setup, communicate clearly, make recommendations, and help our agent understand how to use the system effectively.

We also recognize that you specialize in high-volume email marketing and cold outreach. However, our priority is establishing a professional, compliant, and sustainable email marketing system, rather than simply sending the largest possible volume of emails.

We want someone who understands the difference between permission-based marketing and unsolicited bulk emailing and can help us determine the appropriate approach for each segment of her database.

Ideally, this would be an initial setup project with the possibility of additional assistance as needed.

### Before Moving Forward, We'd Love to Know:

1. Have you worked with real estate agents who have large existing contact databases?

2. Which email marketing platform would you recommend for this type of project, and why?

3. How would you approach a database containing a mixture of past clients, previous leads, and contacts who may not have explicitly opted in to marketing emails? What steps would you take to ensure that campaigns are compliant, protect our sending reputation, and avoid unsolicited bulk marketing?

4. How would you recommend cleaning, verifying, and segmenting the database before launching any campaigns?

5. What steps would you take to protect our agent's email domain and prevent deliverability problems that could affect her normal business email?

6. Approximately how many hours would you estimate for the initial setup, including database organization, platform configuration, automation, and the first email campaign?

7. Could you provide a fixed-price proposal for the initial setup? We understand your hourly rate is $12, but we would prefer to establish a clearly defined project scope, deliverables, estimated timeline, and total cost before getting started.

8. Would you be available to provide training once the system is established, along with occasional support if needed?

### Our Goal

We want to help our agent establish a professional, reliable, and sustainable email marketing system that she can continue using long-term.

We're looking for someone who can recommend the right approach, handle the technical implementation, and make the process straightforward for our agent.

If this initial project is successful, there may also be opportunities to assist other iad Real Estate agents with similar marketing needs.

We'd love to hear your recommendations, proposed approach, and estimated project cost.

**About Us**

We're a newly established software development agency with a team of skilled international developers. Since English isn't the first language of our developers, we're looking for someone who can bridge the communication gap between our technical team and English-speaking clients.

We need a confident communicator who has hands-on software development experience, understands technical discussions, and can professionally represent our agency in client meetings.

**Responsibilities**
- Participate in client calls, video meetings, and project discussions.
- Communicate confidently and professionally with English-speaking clients.
- Explain technical concepts, development progress, and project updates clearly.
- Gather client requirements and communicate them accurately to our developers.
- Handle client questions, follow-ups, and meeting coordination.
- Help maintain smooth communication between clients and our development team.

**Mandatory Requirements**

- **Fluent spoken English:** Excellent verbal communication skills, with the ability to speak naturally, confidently, and professionally during client meetings.
- **Proven client-facing experience:** Previous experience communicating directly with clients through calls, video meetings, or technical discussions.
- **Hands-on software development experience:** At least entry-level practical experience in software development is required. You should have worked on actual development projects, even if they were small or junior-level assignments.
- Basic familiarity with web development, mobile applications, APIs, databases, and common development workflows.
- Ability to understand technical requirements and discuss them clearly with both developers and nontechnical clients.
- Strong interpersonal skills, reliability, and professionalism.

**Important:** We're not looking for a senior developer. However, **actual software development experience is mandatory. Theoretical knowledge alone is not sufficient.**

**Mandatory Loom Video – Required for All Applicants**

Every applicant **must submit a 2–3 minute Loom video** demonstrating their spoken English fluency and previous client-facing experience.

In your video, please:

1. Introduce yourself naturally and professionally in English.
2. Explain your previous experience communicating directly with clients, particularly during calls or video meetings.
3. Share a specific example of a client interaction you've handled.
4. Briefly describe your hands-on software development experience, including a project you've worked on and your technical responsibilities.

Please speak naturally rather than reading from a script. We want to evaluate your English fluency, communication confidence, client-facing skills, and basic technical background.

**Applications without a 2–3 minute Loom video will not be considered.**

Include your Loom video link directly in your Upwork proposal. Please do not include personal contact information in your recording.

**Who We're Looking For**

An individual with three essential qualifications:

- Fluent, confident English communication skills.
- Real experience interacting directly with clients.
- Practical, entry-level software development experience.

If you meet all three requirements and can confidently serve as the communication bridge between our clients and development team, we'd like to hear from you.

Need help mapping fields and integrating Active Campaign with Salesforce to ensure smooth data flow and usage. The work includes reviewing current setup, identifying field mapping requirements, configuring the integration, and verifying that data syncs correctly between the two systems. Experience with Salesforce and Active Campaign is important, along with the ability to troubleshoot issues and support a reliable integration process.

Hi, I’m a solo real estate agent with one part-time assistant. I’ve used Follow Up Boss for about 2 years and the setup is pretty solid.
Leads come in from Zillow, referrals I add by hand, and my IDX website, which is connected to Follow Up Boss. Every lead has a source tag. I use Smart Lists for buyers, sellers, and past clients. My stages are Lead, Active, Under Contract, Closed, and Sphere. I have custom fields for closing date, home purchase price, and birthday. I also have email templates for check-ins and a couple of Action Plans for new buyers. I also tried Lofty before and still have some old contacts there. I manage a few rental properties too, and those are in Appfolio, so I’m comfortable with CRM tools in general.
What I don’t have is anything running for my past clients. Once a deal closes, I move them to “Closed” and then I forget about them. I’m losing referrals and repeat business because of it.
What I need built:
When a lead moves to “Closed,” the system starts a Past Client Action Plan, A “thank you” email 3 days after closing, A check-in text at 30 days, A “home anniversary” email every year, based on the closing date field, A task for me to call at 6 months and at 12 months, A tag “Past-Client-Nurture” added to the lead automatically, Old Lofty contacts who already closed moved into Follow Up Boss with the right stage and closing date
I’ll give you the email and text wording, or you can suggest a short draft for each one. I only need the system built and tested.
What I’m looking for:
I need a real estate CRM and IDX website expert who has built Action Plans in Follow Up Boss that run off a date field, like a closing date or a home anniversary. If you’ve done this before, tell me how you set it up. I also want someone who has worked with real estate agents or teams, because you’ll understand why past clients matter for referrals and repeat business. Experience with Lofty and Appfolio is a plus, and so is knowing how IDX website leads flow into a CRM. Before you hand it over, I expect you to test it with a sample contact and show me a screenshot or short video of each step firing, so I can see it work. When you’re done, explain in plain words how it all works, so I can change the email or text wording later without breaking anything.
To apply: Start your proposal with one past Follow Up Boss project you’ve done, in a line or two. Then tell me how you would handle the yearly anniversary email in Follow Up Boss. This helps me skip the copy-and-paste proposals.
Key skills
Real Estate CRM
Follow Up Boss
IDX Website
Lofty
Appfolio
CRM Automation
Email Automation
Workflow Automation

We need a focused configuration update for a Zoho CRM fax workflow using the Faxage API.

Set up one conditional cover-sheet rule and verify that the workflow can send a fax successfully through the API. Please keep the implementation limited to this specific configuration and provide a brief summary of the completed setup.

The conditional rule should handle missing or invalid cover-sheet values appropriately. Please test the workflow using an authorised test recipient or test environment where available, and confirm the API response and fax delivery status where supported.

Required Skills

- Zoho CRM
- API Integration
- Faxage API
- Deluge

Interview Questions

1. Which Zoho CRM field or condition would you use to select the cover sheet, and what happens when that value is missing?

2. How would you structure the Deluge request so the conditional cover-sheet choice reaches Faxage in the correct API parameter?

3. What would you check first if Zoho reports success but Faxage does not send the fax?

4. How would you test both sides of the rule without changing unrelated CRM workflows?

Work Arrangement: Remote, Latin America, Independent Contractor
Schedule: Flexible (20 hrs/week, primarily weekdays)
Rate: $15/hr- $20/hr, depending on experience
Language: English C1+
Travel: Ability to travel to the US is preferred, but not required

About the Role

A high-end financial coaching business serving physicians is seeking a mature, emotionally intelligent Client Experience & Growth Manager.
This role combines high-touch client care with relationship-based sales. You will make clients feel seen, understood, and personally supported by learning their goals, remembering important details, recognizing milestones, and creating thoughtful touchpoints throughout their experience.
You will also identify when clients are ready for additional support and guide them toward the right program, product, or service. Success will be measured partly by upgrades and sales results.
This is not a hard-sales role. You will act as a trusted guide, helping clients choose the right next step without pressure or aggressive sales tactics.

Responsibilities
Manage onboarding and ongoing client relationships
Learn each client’s goals, progress, needs, and preferences
Maintain detailed client notes and follow-up reminders
Create thoughtful, personalized client touchpoints
Monitor engagement and address concerns early
Ensure clients receive attentive and consistent support
Identify renewal, upgrade, and cross-sell opportunities
Guide clients toward the most appropriate next offer
Conduct relationship-based upsell conversations
Meet agreed sales, renewal, retention, and referral goals
Reconnect with inactive or former clients
Gather feedback and recommend client experience improvements
Qualifications
3-5 years in client success, account management, customer experience, or relationship-based sales
English proficiency at C1 level or higher
Experience with renewals, upselling, retention, reactivation, or account growth
High emotional intelligence, maturity, and discretion
Strong relationship-building and communication skills
Able to balance genuine client care with sales goals
Comfortable recommending premium services and guiding decisions
Excellent organization, attention to detail, and follow-through
Proactive and able to anticipate client needs
Able to work independently and bring ideas to the team
Experience with coaching, premium services, financial services, or physician clients preferred

Requirements (Equipment & Setup)
Laptop or desktop computer with at least an Intel i5 processor or equivalent.
Minimum 8GB RAM.
Reliable high-speed internet connection of at least 10 Mbps.
Backup internet connection.
Noise-canceling headset with a clear microphone.
Quiet, professional work environment.
Reliable power supply or backup power solution.

AI Developer — Whats@pp Outreach Agent, Partner Onboarding & CRM (GHL / n8n)
We're looking for an experienced AI automation developer to build a Whats@pp-first B2B outreach and relationship-building agent.

Company research → Personalised Whats@pp outreach → Two-way AI Whats@pp conversations → Partner & client qualification → GHL CRM update → Human handover on Whats@pp.

We want to build a network of 10-20k agencies, consultants and service providers who could become our partners in various methods. Therefore, we need a very NATURAL and HUMAN sounding agent (for the Singapore market) to have conversations with them -- to ask more about them, their businesses.. as it's almost impossible for me to have that many conversations.

1. Research & Outreach
- Research relevant companies and personalise outreach.
- Initiate Whats@pp conversations with those contacts.
- Manage replies and follow-ups naturally.

2. Human-Like AI Conversations
- Friendly, casual, contextual conversations, not robotic questionnaires.
- Learn about services, experience, capacity and partnership interests of those companies
- Identify opportunities for partnerships
- Remember context, handle questions and recognise collaboration signals.

3. CRM & Automation
- Integrate with our existing GoHighLevel (GHL).
- Save company profiles, conversations and partnership details.
- Track partner opportunities and potential client opportunities separately.
- Generate summaries, follow-up tasks and notifications.
- Allow seamless human takeover and opt-out handling.

Initial MVP
We want a working end-to-end system, not a prototype chatbot or extensive documentation.

Use the official Whats@pp Business API, with compliant outreach and approved templates where required.

Preferred Experience
Whats@pp Business API, GHL, n8n/Make, OpenAI/Claude, AI agents, webhooks and CRM integrations.

To Apply
Please share:
1. Similar conversational AI agents you've deployed (on Whats@pp).
2. Your recommended architecture.
3. How you'll make conversations feel natural and handle human takeover.

We value practical developers who can demonstrate working systems.

Excluded from cost:
- Ongoing API, WhatsApp messaging and hosting charges.

We are looking for someone with hands-on SimPro experience to help us configure, improve, and maintain our existing SimPro setup.

We already have access to higher-level SimPro consulting/training. We are specifically looking for someone who can take the recommendations from those sessions and actually implement the changes inside SimPro.

Responsibilities may include:

Configure and improve our existing SimPro setup
Assist with catalogs, pricing, customer assets, and cost centers
Improve service/job and quoting workflows
Configure job tags, change orders, forms, and templates
Assist with inventory/material workflows
Troubleshoot configuration issues
Test workflows after changes are made
Attend occasional SimPro training/consulting sessions with our team
Implement recommendations discussed during those sessions
Document changes and help our team understand the finalized process

Requirements:

Previous hands-on experience with SimPro is required
Experience configuring SimPro, not only using it as an end user
Comfortable working within an existing SimPro environment
Able to troubleshoot and implement workflow improvements
Good English communication skills
Able to work independently and provide clear updates

Experience with security systems, low-voltage, electrical, or other field-service businesses is a plus.

This will initially be part-time/project-based work, with the possibility of ongoing SimPro support if it is a good fit.

When applying, please include:

Your SimPro experience and how long you have worked with the platform
Examples of SimPro configuration or implementation work you have completed
The areas of SimPro you are most experienced with
Your availability
Your hourly rate

Please begin your proposal with the word “SIMPRO” so we know you have read the full job description.

I am looking for someone to setup Claude automations with wiza and instantly.

Some other automations in HubSpot and Claude to help automate tasks would also be helpful.

Hello

I'm looking for someone experienced with HubSpot CRM to help me organize my existing contacts and set up a simple sales pipeline for my small consulting business.

I've already created a HubSpot account and added some contacts, but everything is currently disorganized. I need someone who can help me structure the CRM so I can easily manage leads, track potential clients, and know who needs follow-up.

What I Need:

- Organize my existing HubSpot contacts into appropriate categories.
- Set up one basic sales pipeline with clear deal stages.
- Create a simple view to track leads that need follow-up.
- Configure one basic email notification if supported by my current HubSpot plan.
- Provide a brief explanation of how to use the setup.

Requirements:

- Experience working with HubSpot CRM.
- Good understanding of contact management and sales pipelines.
- Ability to communicate clearly.
- Attention to detail.

Delivery Time: 1–2 days

Budget: $15

I'm not looking for anything too advanced right now, just a clean and functional CRM setup that will help me manage my leads more efficiently.

If everything goes well, I may need additional help with email automation and other HubSpot features in the future.

We are looking for an experienced sales professional to help grow our SAAS-based business by generating qualified leads and supporting outreach efforts. The ideal candidate has a strong track record in B2B SAAS sales and can identify target accounts, engage prospects, and help move opportunities through the sales pipeline. You should be comfortable working independently, communicating clearly, and contributing to consistent lead generation for our business.

Sales Business Developer & Project Manager

About the Role

We are looking for a proactive, results-driven Sales Business Developer & Project Manager to support our business growth and manage projects from planning to execution.

This is a hybrid role combining business development, outbound sales, client relationship management, negotiation, and project coordination.

We are looking for someone who can take ownership of activities, work independently, identify opportunities, communicate effectively with prospects and stakeholders, and ensure that projects are delivered on time and to a high standard.

Key Responsibilities

1. Business Development & Sales

Lead Generation & Research: Identify and research potential clients, companies, and business opportunities within our target markets.

Cold Calling & Outreach: Contact potential clients through cold calls and other outbound channels to initiate conversations and generate qualified opportunities.

Qualification: Assess prospects, understand their needs, and determine whether they are a good fit for our services.

Sales Negotiation: Manage commercial conversations, handle objections, negotiate terms, and move opportunities forward in the sales process.

Pipeline Management: Track leads, follow up consistently, and maintain accurate records of sales activities and opportunities.

Relationship Building: Develop and maintain strong relationships with prospects, clients, and business partners.

2. Project Management & Execution

Project Planning: Define project objectives, timelines, deliverables, and priorities.

Coordination: Manage tasks, coordinate team members and stakeholders, and ensure everyone is aligned on responsibilities and deadlines.

Execution & Follow-up: Monitor project progress, identify bottlenecks, and proactively resolve issues that could affect delivery.

Communication: Provide regular updates on project status, risks, priorities, and next steps.

Process Improvement: Identify opportunities to improve workflows, operational efficiency, and team productivity.

Accountability: Take ownership of assigned projects and ensure that agreed objectives and deliverables are achieved.

Requirements

Previous experience in business development, sales, cold calling, or commercial negotiation.

Experience managing projects, coordinating people, and overseeing multiple tasks simultaneously.

Excellent communication and interpersonal skills.

Strong organizational skills and attention to detail.

Ability to work independently, take initiative, and prioritize effectively.

A proactive, problem-solving mindset with a strong focus on results.

Comfortable working with CRM systems, project management tools, and productivity software.

Fluent English, both written and spoken.

What We Are Looking For

We are not looking for someone who simply completes assigned tasks. We want a person who takes ownership, thinks critically, and actively contributes to business growth.

The ideal candidate combines a sales-driven mindset with strong execution and organizational skills. They know how to open doors, build relationships, negotiate effectively, and turn plans into measurable results.

They should be comfortable switching between commercial activities and operational responsibilities while maintaining a high level of accountability.

How to Apply

Please include the following in your proposal:

A brief introduction outlining your relevant experience.

Examples of your experience with cold calling, business development, and sales negotiation.

Examples of projects you have managed, including your responsibilities and outcomes.

The tools and systems you have used for sales and project management.

We are looking for someone interested in building a long-term working relationship with the right fit.

We're a web development agency specializing in Shopify, WooCommerce, WordPress and React. We're looking for a lead generation specialist who can deliver direct, qualified leads, real prospects who are ready to talk to us about building, customizing, or maintaining their store or website.

We don't mind which channel you use to find them. What matters is the quality of the lead and that it fits what we do.

What we do

We handle custom and complex work across these platforms:

Shopify / Shopify Plus - custom stores (especially DTC brands), subscription stores, memberships, product configurators, bundles, checkout customization, apps, and migrations
WooCommerce / WordPress - custom and heavily customized sites, membership and subscription setups, plugins, and integrations
React / Next.js - MVPs, web apps, custom dashboards and front-ends, plus the full stack around it (Node, APIs, databases) and AI-based projects
Ongoing maintenance and long-term support for sites and stores in these platforms

What makes a good lead for us

The prospect needs Shopify, WooCommerce, WordPress or React work, a build, a customization, or ongoing maintenance
They have a real project and are serious about moving forward
They're a decision-maker, ready to have a conversation with us, not just a name on a list

What you'll do

Find and qualify prospects who match the work above
Confirm they have a genuine need and are open to talking
Hand them over to us ready for a call, with a short note on what they need

What we're looking for

Proven lead generation or appointment-setting experience, ideally for web or software development services
A clear method for finding and qualifying prospects, whatever channel you use
Good judgment on what makes a lead actually worth our time
Clear, professional English communication

When you apply, please tell us:

How you'd find and qualify leads that fit the work above
Any similar lead generation you've done, with results if you have them
The channels or approach you'd use

We're ready to start quickly and will discuss the setup and pay structure with you directly, so share how you prefer to work.

We need an experienced Zoho CRM specialist to complete one small, well-defined CRM task involving automation, integration, or customisation. Please apply with a brief summary of your relevant Zoho CRM experience and examples of similar work. The project will be completed as a fixed-price engagement.

We're a Salesforce product company with three finished products, and we're looking for a sales professional or lead-generation partner who knows the Salesforce ecosystem. You'll bring in qualified leads and close deals. **This is a commission-based role, with terms discussed directly.**

What you'll be selling:

1. OrgLens: Field Usage Analyzer
A Salesforce app that shows every place a field is used in seconds, for standard and custom fields. It works with Sales Cloud, Service Cloud, CPQ, Revenue Cloud and installed managed packages. For CPQ it checks price rules, price actions, lookup queries, product rules, QCP code, twin fields and quote templates, which Salesforce's native "Where is this used?" doesn't cover.
*Buyers: Salesforce admins, architects, CPQ/RevOps teams, consulting partners.*

2. Audit Trail for Salesforce
A complete, tamper-proof audit and history-tracking solution. It captures every record and field change, shows who or what made it (user, Flow, Apex or integration), and stores evidence with SHA-256 hashing and WORM storage. It supports SOX, GDPR, HIPAA, ISO 27001, SOC 2 and PCI DSS, and offers alerts, investigations, point-in-time views and SIEM integrations. It has 67 features across 8 areas.
*Buyers: compliance, security, IT and Salesforce admins in regulated industries (finance, healthcare, SaaS).*

3. Hunter Copilot: Slack + Salesforce AI Assistant
An AI assistant that lets sales reps, managers and support agents work in Salesforce from Slack using plain English (English, Hindi, Hinglish). They can query data, create and update records, convert leads, build CPQ quotes, generate orders, run workflows, send emails and submit approvals. Data stays inside the customer's Salesforce org.
*Buyers: sales leaders, RevOps and support managers in Slack-first teams.*

Who we're looking for:
- Proven experience selling Salesforce apps, AppExchange products, consulting services or SaaS to Salesforce customers
- Existing network among Salesforce admins, architects, CPQ consultants, SIs or RevOps leaders (a big plus)
- Strong B2B outreach skills (LinkedIn, email, communities, partnerships)
- Clear English communication and the ability to run discovery calls and demos
- Self-driven and comfortable with a commission-based model

What you'll do:
- Identify and reach out to companies using Salesforce (especially CPQ, Revenue Cloud, Sales/Service Cloud)
- Generate qualified leads and book demos
- Optionally take deals through to close
- Share regular pipeline updates with us

What we provide:
- Product demos, sales decks, feature guides and case-style examples
- Technical support for demos and customer questions
- Clear lead tracking and fast follow-up from our team

Compensation:
- Commission-based with no cap on earnings
- Commission is a share of every deal you bring in or close, and the structure will be discussed with shortlisted candidates
- Flexible models available (per-lead, per-close, or recurring) depending on your experience and the deals you bring
- Top performers and long-term partners get preferential terms

To apply, please include:
1. Your experience selling to Salesforce customers (products, deal sizes, results)
2. Which of the three products you'd lead with, and why
3. How you'd find your first 10 qualified leads in 30 days

Please mention "OrgLens" in your first line so we know you read this.

Hi!

We are Vitura Farms, a Tbilisi-based company that exports fresh fruits and vegetables from Georgia. We are looking for outsourced support with export documentation: customs declarations, invoices, packing lists, certificates, and other paperwork for our shipments.

If this is within your expertise, we would be glad to discuss the details and how we could work together.

Looking forward to hearing from you.

I’m looking for a creative, reliable and experienced Social Media VA to help manage Instagram content for my wellness and fitness businesses.

I need someone who understands aesthetic, engaging and high-quality Instagram Reels that feel natural, authentic and professional — not overly edited or AI-generated.

Job Responsibilities

* Create and edit Instagram Reels using photos and videos I provide.
* Consistently upload and schedule Reels and Instagram Stories.
* Create engaging captions, hooks and calls to action.
* Suggest trending audio, content ideas and Reel concepts.
* Maintain a consistent, clean and aesthetic brand style.
* Repurpose existing content into multiple Reels.
* Research Instagram trends relevant to women’s fitness, wellness, beauty and recovery.
* Help grow our Instagram audience, increase engagement and attract potential clients.
* Organise a weekly content calendar to ensure consistent posting.

What I’m Looking For

* Proven experience creating Instagram Reels.
* Strong skills in CapCut, Canva or similar editing software.
* An eye for minimalist, luxury wellness branding.
* Understanding of Instagram trends and organic growth.
* Excellent communication and attention to detail.
* Ability to work independently and consistently meet deadlines.

Ideal Candidate

Someone creative and proactive who can take my raw content and turn it into beautiful, engaging Reels without needing constant direction.

This is an ongoing role, with the opportunity for long-term work as our businesses grow.

Please send examples of Instagram Reels you’ve created, your hourly rate or monthly package, and your availability.

I’m looking for help building an automation system to manage customer lead follow-up so potential clients stay engaged while I focus on other work. The goal is to create a reliable process that keeps leads moving forward without being ignored. I need someone who can design the workflow, set up the automation, and make sure it runs smoothly over time. If you have experience creating follow-up systems that improve response rates and reduce missed opportunities, I’d love to hear how you would approach this project.

I need a small automation that takes leads from a web form, uses AI to rate each lead as Hot, Warm, or Cold, saves the result to a Google Sheet, and sends me a short summary email. The work includes building a FastAPI endpoint for form submissions, creating an n8n workflow that sends leads to an LLM for scoring, handling unexpected AI responses with retries or default ratings, and setting up email notifications. Deliverables include the FastAPI code, the n8n workflow as an exported JSON file, and a short setup guide with credentials and how to update the qualification criteria. Please include one relevant workflow example and confirm your timeline.

Title: Fractional CRM Operator — PatientNow (Medical/Aesthetic Practice), HIPAA/BAA required

Description:
We're a dermatology practice (medical + cosmetic) seeking an experienced, part-time CRM operator to run our PatientNow platform on an ongoing basis (~3–5 hrs/week to start, flexible).

What you'd own:

• Build and maintain lead-capture fields and tags — including a cosmetic-interest field our clinical staff can log in one click
• Set up and manage follow-up automations (email/SMS) for cosmetic consult requests
• Build and maintain audiences/segments by service (Botox, laser, etc.) for outreach
• Configure lead-source and conversion tracking so we can see what's working
• Monthly reporting and ongoing optimization

Requirements:

• Hands-on experience administering PatientNow, or a comparable medical/aesthetic CRM/EMR (Aesthetix, Nextech, Boulevard, or med-spa GoHighLevel)
• Solid marketing-automation experience (nurture sequences, segmentation, reporting)
• HIPAA familiarity and willingness to sign a BAA — you'll have least-privilege access to a system containing patient data
• Clear, async communicator; works well with our office manager
• US-based strongly preferred

Nice to have: dermatology or med-spa experience; Google/Meta conversion-tracking familiarity.

Screening questions:

1. Have you administered PatientNow specifically? If not, which medical/aesthetic CRMs have you run hands-on, and for how long?
2. Describe one lead-capture + follow-up automation you built end to end, and the result it drove.
3. Can you sign a BAA and work within least-privilege PHI access? Have you done this before?
4. Hours/week you can commit, and your rate?
5. Are you US-based? Which time zone?

www.IncentiScore.ai

I’m a realtor in Indiana who has developed a SaaS software designed to help real estate professionals streamline their workflow and improve client communication. I’m looking for support to help sell the product to realtors and real estate teams. The right freelancer should be able to reach out to potential clients, present the software’s value, and help turn interest into sales. Experience working with real estate professionals or B2B sales is a plus.

# XLR8 CRM Developer / Consultant – Contract Opportunity (XLR8 Experience Mandatory)

**IMPORTANT: APPLY ONLY IF YOU HAVE DIRECT, HANDS-ON EXPERIENCE WITH CONCENTER SERVICES' XLR8 CRM.**

**If you have not personally worked on XLR8 CRM implementations, configurations, customizations, or migrations, please do not apply. General Salesforce experience alone does not qualify.**

## About the Opportunity

We are a US-based Salesforce consulting firm expanding our specialized consulting capacity to support upcoming client engagements.

We are seeking an experienced **XLR8 CRM Developer / Technical Consultant** to complement our established Salesforce delivery team on a contract basis.

## Mandatory Qualifications

- Demonstrated hands-on experience with **Concenter Services' XLR8 CRM**.
- Direct involvement in at least one XLR8 implementation, customization, integration, or data migration.
- Working knowledge of XLR8's data model, configuration, and Salesforce platform dependencies.
- Ability to independently advise on XLR8-specific technical requirements and collaborate with an existing Salesforce team.

**We are NOT looking for general Salesforce developers without XLR8 experience.**

## Engagement Details

- Remote, contract-based.
- Flexible hours based on project requirements.
- Potential for continued collaboration.
- Open to qualified consultants worldwide.

## Mandatory Screening Questions

1. Have you personally worked on Concenter Services' XLR8 CRM? **Yes or No.**
2. Describe the specific XLR8 projects you worked on, your responsibilities, and the work you personally performed.
3. Have you migrated data from Salesforce into XLR8 CRM? If yes, describe your experience.
4. What is your availability and hourly rate?

## Application Requirements

**Applications that do not clearly demonstrate direct XLR8 CRM experience will not be considered.**

Please do not apply based solely on Salesforce certifications, Financial Services Cloud experience, or general CRM migration expertise.

We are specifically hiring for **XLR8 product knowledge**, not general Salesforce development skills.

Follow Up Boss + GoHighLevel

Project-Based Contractor

We are looking for a highly detail-oriented, process-driven CRM specialist who genuinely cares about helping clients build better businesses.

This is **not** a clock-punching role.

We need someone who can understand how a client actually operates, follow a process, improve it where needed, and implement a proven, clean, reliable CRM system.

You should be comfortable working independently and taking ownership of the outcome, not waiting for step-by-step instructions... although training and support will be provided.

## What You’ll Do

- Build and implement a customized CRM systems around each client's real business process
- Configure Follow Up Boss and / or GoHighLevel
- Install pipelines, stages, fields, workflows, automations and follow-up systems
- Identify gaps and recommend process improvements
- Test your work thoroughly before delivery
- Document systems so clients and future administrators can understand them
- Think about the experience of the business owner, team and end customer

## What We’re Looking For

You must have strong hands-on experience with:

- **Follow Up Boss**
- **GoHighLevel**

You should also be someone who:

- naturally thinks in processes and systems
- pays close attention to details
- works well independently
- takes ownership instead of waiting for tasks
- communicates problems early
- genuinely cares whether the client succeeds
- takes pride in doing excellent work
- believes “technically working” is not the same as “done”

This is a **project-based contractor position**, not hourly work.

Qualified candidates will complete a **paid Follow Up Boss test project** before being assigned client projects.

## How to Apply

To show that you read this entire post, your response must begin with:

**PROCESS FIRST**

Then send us a short video answering these questions:

1. What experience do you have specifically setting up and administering **Follow Up Boss**?
2. What is the most advanced or meaningful FUB system you have personally built?
3. What experience do you have with **GoHighLevel**?
4. Why is this role interesting to you?
5. When you begin a new CRM implementation, what is your strategy for understanding the client's business and successfully setting up the CRM?
6. How do you test your work before telling a client a CRM implementation is complete?
7. Tell us about a time you saw a better solution than what a client originally asked for. What did you do?

Please include any examples, screenshots, walk-throughs or descriptions of CRM systems you have personally built.

We care about technical ability.

But we care just as much about **how you think, how you work, and whether you care about the outcome.**

Manager of Customer and Provider Success

Role Overview: We are looking for a savvy Manager of Customer and Provider Success to help us expand our telepsychiatry staffing company. We provide critical mental health coverage to underserved populations, and we need someone who enjoys managing relationships across both customers and providers. This role will start part-time and grow into a full-time position.

As a critical operational leader, you will serve as the definitive owner of both the client facility experience and the clinical provider lifecycle. Operating with equal dedication to both sides of the healthcare marketplace, you will own the post-sale customer journey—driving seamless onboarding, high satisfaction, and long-term retention for healthcare facilities—while simultaneously managing the end-to-end provider network from aggressive recruitment and strategic placement to ongoing engagement. This leader acts as the primary relationship manager and chief problem-solver, conducting frequent meetings with both facility stakeholders and clinical providers to ensure mutual success and high-quality patient care.


Broad Responsibilities
- Strategic Planning: Collaborate closely with the leadership team to define and execute the company's vision regarding post-sale customer experience and comprehensive provider network management.

- Dual-Stakeholder Ownership: Serve as the definitive point of contact and primary relationship owner for both client facility leadership and our network of clinical providers.

- Regular Engagement Cadence: Conduct frequent, structured meetings with both customers and providers to assess satisfaction, troubleshoot operational challenges, and proactively identify areas for improvement.

-Operational Management: Oversee daily operations across customer success and provider relations to ensure efficient execution of account onboarding and provider placement initiatives.

- Data & Business Analytics: Continually use data and metrics to assess customer health scores, successful placement match rates, provider engagement, and retention metrics to identify opportunities for operational sustainability.

- Reporting: Generate comprehensive reports detailing customer account status, provider recruitment pipelines, placement success rates, and dual-sided retention metrics for the executive leadership team.


Technology
- Technology Management: Leverage existing CRM, applicant tracking systems (ATS), and communication tools to optimize both customer account management and full-cycle provider operations.
- Technology Implementation: Identify gaps in how we currently track customer health, provider pipelines, and placement logistics, and steward operationally feasible, high-yield solutions to address these gaps.
- Technology Cost-effectiveness: Review current and anticipated technologies to maximize effectiveness. Work with Executive leadership to continuously improve the cost-effectiveness of these systems.


Leadership & Performance
- Team Leadership: Build, lead, and assess a high-performing remote team of account managers and provider recruiters/liaisons. Ensure alignment with company goals, create performance monitoring systems, and complete regular performance reviews.

- Recruitment Support: Help in the creation of suitable job descriptions, targeted hiring adverts, and tailored interview processes for internal team members and the external providers joining the network.

- Compliance Collaboration: Collaborate closely with the Human Resources and Credentialing departments to ensure all provider recruitment, contracting, and employment practices comply with relevant federal and state laws.


Relationship Management & Issue Resolution
- Customer Relationship Management: Own the customer journey post-sale. Lead the onboarding process for new facilities, conduct regular Quarterly Business Reviews (QBRs), and act as the primary escalation point to ensure exceptional service delivery and long-term customer retention.

- Provider Recruitment: Lead the proactive sourcing and recruitment process. Actively identify qualified candidates, conduct interviews, negotiate contracts, and ensure a seamless handoff for credentialing.

- Strategic Provider Placement: Act as the critical bridge between supply and demand. Match recruited providers with the appropriate client facilities based on clinical needs, cultural fit, and availability, ensuring a smooth transition into their designated assignments.

- Provider Relationship & Retention: Own the provider experience post-placement. Conduct regular 1:1 check-ins with active providers, proactively address assignment pain points, and foster a strong sense of community and loyalty to minimize network turnover.

- Bilateral Issue Resolution: Take absolute ownership of conflict resolution and issue management for both customers and providers. Serve as a core mediator to investigate and resolve concerns, working across clinical, operational, and technical departments to ensure swift, equitable solutions that protect both the client relationship and provider satisfaction.


Processes & Systems
- Placement & Match Workflows: Build, document, and continuously refine the standard operating procedures (SOPs) for pairing providers with facility needs to create a highly scalable placement pipeline.

- Process Optimization: Collaborate with leadership to implement improved, seamless onboarding processes for both client facilities and placed providers.

- Continuous Improvement: Review and implement systems within the success and recruitment operations, seeking to incrementally improve response times, time-to-hire, placement speed, and overall engagement metrics.

- Redundancy & Reliability: Create backup systems with redundancy to shield customer accounts and provider networks from adverse circumstances or staffing shortages.
Data Security & Regulatory Safeguards: Maintain privacy and security of key confidential corporate, health-related, and provider credentialing data. Ensure safeguards are followed to guarantee compliance with all applicable federal and state rules.


Billing & Compensation Coordination
- Lifecycle Alignment: Oversee the success team's role in the administrative lifecycle, ensuring patient/client registration and provider coding are accurate to prevent downstream billing or compensation issues.

- Metric Analysis: Analyze customer-specific utilization metrics and provider placement rates, implementing operational improvements to ensure accurate invoicing and provider payouts.

- Policy Development: Assist in developing and maintaining policies and procedures that bridge the gap between customer/provider satisfaction, placement efficiency, and accurate financial operations.

We’re a family travel brand seeking a certified Salesforce developer with strong Next.js/Vercel experience. You’ll build on our existing Salesforce, Stripe, and customer portal setup by making Salesforce the single source of truth, launching a help centre, and delivering a full self-serve customer portal by March 2027. This is an ongoing role of 30 hours/week for 6+ months, starting in early November with a paid trial project. We’re looking for someone proactive, strategic, and comfortable working in a small team with a focus on scalability. Absolute bonus if you have experience building and deploying agents with success.

Please see the attachment for the full JD. This is a long-term project being part of a growing company and global teammates!

I need help setting up an AI customer service representative to answer calls and integrate with my CRM, Housecall Pro. The system should handle incoming calls, respond naturally, and sync call details with the CRM. I’m looking for someone who can configure the setup, test the flow, and ensure reliable performance. Experience with AI call systems and CRM integration is important for this project.