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California CRM Developers Avatar

California CRM Developers

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
South Lake Tahoe, United States

Automation and Workflow Expert Specializing in CRM Building with Pipedrive, Hubspot and Asana. Our ENTIRE team is US Based. Foundational Builds, Training, Zapier and Intergromat Zaps and Automation Scenarios How are you organizing your leads? How are you collecting emails? Are you using Text(SMS) Alerts? Are you using data and trends to make decisions? How are you keeping engaged with past/present/future customers? Lets Talk! Its FREE to brainstorm a plan with me! We are EXPERTS at: Pipedrive, CRM, Zapier, SalesForce, Hubspot, Zoho, Active Campaign, Integromat, MailChimp, Constant Contact, Infusionsoft, Asana, AirTable, Kajabi, Facebook Chat Bots (manychats), LinkedIn Integrations, API App, Integration, KPI's, Quickbooks, Automated Drip Email Campaigns, Google & Microsoft Ads, Web Analytics, And Many Many More

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Pipedrive
HubSpot
Mailchimp
Customer Relationship Management
Wix
Zapier
Make.com
Hourly rate $85.00 - $85.00
Agency size 2-10 workers
Member since May 16, 2021
Softica Avatar

Softica

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Tallinn, Estonia

We are a team of IT experts solving any types of digital transformation needs. We specialise in business processes automation, optimisation and information security. We help to adopt and implement various SaaS services and solutions to help your organisation achieve maximum efficiency. We are always ready to help your business stay at the cutting edge of digital trends with the most flexible and agile solutions.

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Pipedrive
API
Customer Relationship Management
Knack
Google
PandaDoc
Zapier
Hourly rate $45.00 - $45.00
Agency size 2-10 workers
Member since Apr 14, 2021
Vsarv Avatar

Vsarv

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Gurgaon, India

VSARV comprises of a team of dynamic professionals who possess various specializations. Typically, there are a number of verticals related to sales and marketing that we specialize in & provide other businesses such as yours solutions. Some of the specializations and solutions that we commonly provide are web development, marketing based on results or ROI marketing solutions, programing and software development work, app development work and a lot more.

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MySQL
Digital Marketing
CodeIgniter
Vue.js
Ecommerce Website Development
Customer Relationship Management
PHP
Hourly rate $20.00 - $20.00
Minimum project size $1K+
Agency size 51-200 workers
Member since Mar 30, 2021
Appsquadz Software Private Limited Avatar

Appsquadz Software Private Limited

Rating is 3.9 out of 5.
3.9/5  (2 jobs)
Noida, India

App Development, AI, Cloud & Digital Marketing | AWS Partner We build and scale mobile apps that perform, convert, and grow with your business. At AppSquadz, we help startups, enterprises, and government organizations build, fix, scale, and grow digital products that are secure, intuitive, and future-ready. What we typically help our clients with : * End-to-end mobile app development (Android, iOS, cross-platform) * Improving performance, stability, and UX of existing applications * Integrating AI features such as chatbots, OCR, and intelligent automation * Scaling applications for high traffic and enterprise-grade usage * Digital marketing support to improve app visibility, user acquisition, and engagement Our practical, result-driven approach : * Understand your business goals, users, and growth plans * Audit or validate the idea and define a clear product roadmap * Build with scalability, security, and best practices in mind * Continuously optimize the product post-launch for performance and growth Why clients choose AppSquadz : * Proven delivery across India, the USA, the Middle East, and Australia * Experience with enterprise and government projects * Focus on long-term partnerships, not just one-time development If you’re looking for a technology and growth partner, not just a development vendor, let’s connect.

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Over-the-Top Media
Digital Marketing
Media & Entertainment
iOS Development
Graphic Design
Customer Relationship Management
Elearning
Hourly rate $15.00 - $15.00
Minimum project size None
Agency size 51-200 workers
Member since Feb 18, 2021
Port Group Avatar

Port Group

Rating is 4.3 out of 5.
4.3/5  (2 jobs)
Raleigh, United States

The Port Group provides outsourced business development and sales support services for B2B companies. We help clients like you improve their business by providing better results, improved agility and cost efficiency. - Lead research - Account Planning / Lead scoring - Outbound campaign creation - Content creation - Outbound campaign execution - Digital advertising - Existing lead handling (follow ups, nurturing, etc) - Inbound lead handling (calls, email, chat) - Customer engagement (welcome emails, calls, outreach, etc) - Retention services (renewals, etc) - Process consulting - Technology consulting

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Lead Generation
Customer Relationship Management
Cold Calling
Customer Acquisition
Customer Engagement
Customer Satisfaction
Email Marketing
Hourly rate $50.00 - $100.00
Minimum project size None
Agency size 2-10 workers
Member since Jan 27, 2021
Noctua Systems Avatar

Noctua Systems

Rating is 0 out of 5.
(2 jobs)
Port Townsend, United States

A well designed eCommerce technology suite should be easy to use, eliminate unnecessary tasks, and provide value to your company. Our goal in client engagements is to provide value quickly and improve the quality of life for all users of your tech stack. I founded Noctua Systems as a Business Technology Solutions Architect with a decade of experience designing and building holistic business technology solutions for enterprise level companies. My primary expertise is with Gorgias & Klaviyo. My responsibilities integrating and administering over a hundred other Saas systems has informed my holistic knowledge of business technology. I was Groupon's Customer Service System Administrator during its time as the fastest growing company in history, eventually rising to be the right hand to an SVP who created Amazon Prime. I redesigned the Groupon's end to end data flow, retooling our Zendesk, Salesforce, and Reporting Systems. I moved on to become an Implementation Analyst at the leading SAP HR consulting firm, designing and building holistic technology stacks for enterprise level clients before finally striking out on my own. Now I run a team whose members are experts in developing support systems, analytics, and email marketing. We can design and build tech stacks for your company from the ground up, or explore your current processes and technical infrastructure in order to automate processes, maximize productivity and employee/customer satisfaction. Our systems are built with scalability and accurate data in mind, ensuring your software provides a meaningful feedback loop which provides value to the rest of your business. We meet, discuss your needs, gather requirements, then provide a bullet list of tasks you can choose to have us tackle. Here are some examples of the type of work we do: - build and integrate your systems with other support related software (Gorgias, & Klaviyo buildouts, data analysis systems, etc.) - create process documentation and training materials for the above systems - create macros (pre-canned responses) for common issues - create automations to reduce busywork and address easily resolved issues - create self help knowledge bases directed internally, to clients, or to customers - map out your end to end data flows from lead generation, sales, to post sale customer service, to provide robust business analytics and a meaningful feedback loop highlighting process improvement opportunities - create and optimize operation processes Our overarching philosophy is that our company should add value quickly and pay for itself. Our goal is to be the best at setting our clients up to reach the next level. Please reach out to schedule a call if you are interested in our services.

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Marketing Data Analytics
Software Integration
Customer Relationship Management
Dashboard
Zendesk
Freshdesk
Salesforce
Hourly rate $200.00 - $200.00
Agency size 2-10 workers
Member since Jan 22, 2021
Bs Code Solution Avatar

Bs Code Solution

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Jaipur, India

We provide Data extracting/data scraping services- ~~Data Extracting ~~Data scraping ~~Data Cleaning ~~Excel ~~Lead Generation and more.. thank you :)

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Web Development
Facebook Ads Manager
Lead Generation
Customer Relationship Management
Ecommerce Website
Google Ads
Facebook Advertising
Hourly rate $5.00 - $5.00
Minimum project size None
Member since Dec 8, 2020
Zeefi Corporate Consultants Avatar

Zeefi Corporate Consultants

Rating is 0 out of 5.
(2 jobs)
Islamabad, Pakistan

Hey there, We are a small freelance agency that provides services like Accounting Consultancy, Filing of tax returns for the US, Canada & Pakistan, Preparation of financial statements, and ensuring compliance with International Financial Reporting Standards (IFRS) including experience of specialized reporting requirements under the local laws International Standards on Auditing (ISAs) and other legal frameworks. We also provide other services from our Zeefi outsourcing department that help your business grow and stand out differently. We have web developers working in the field for the past 10 years and they are qualified and we have always made our clients happy. We also provide SEO (Search Engine Optimization) and SMM (Social Media Marketing). Feel Free to contact us we always feel happy to work with people and help them in every step of their business.

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Account Reconciliation
Bookkeeping
Customer Relationship Management
Financial Accounting
Intuit QuickBooks
Accounting Software
Accounts Payable Management
Hourly rate $8.00 - $20.00
Minimum project size $100K+
Agency size 2-10 workers
Member since May 16, 2020
VirtuAssist Avatar

VirtuAssist

Rating is 2.9 out of 5.
2.9/5  (2 jobs)
Montego Bay, Jamaica

Our objectives have led us to specialize increasingly in Customer Service, Sales, Appointment Setting, Email Management, Administrative Support, Web Research, Key Contact Database Creation, Website Creation via Wix and Weebly, Sales and Marketing, Lead Qualifying, Lead Generation, LiveChat Operation and CRM Management. We have 16+ years of working experience in the above fields which has left us confident in providing great service and satisfaction to whom we are employed. We are certified in all our listed skilled areas, we are extremely organized and carry ourselves with great integrity. English is our native language, we have strong written and verbal communication skills, we are very goal-oriented and hard workers. We are a very driven, professional, disciplined, and efficient group of freelancers who always strive for excellence. We are flexible and versatile and open to learning new technologies and processes as they arise. Over the past 16 years, we have used many different CRMs, Communication Softwares and VOIP systems such as Salesforce, Hubspot, SugarCRM, Zoho, Zendesk, Salesforce, Salesloft, RingCentral, FreshSales, OnepageCRM, Trello, LiveChat, Slack, Meet.me, Google Hangout, Spreadsheets, Google sheets, Google Drive, Dropbox and more. For finding current leads and their contact details we use Company’s websites, LinkedIn premium, Social Media Profiles, Lead411, ZoomInfo, Data.com, Mattermark, The Linkedin Lead411 Chrome Extension, Anymail Finder, Snov.io and hunter.io. Google, Yellow pages, Yelp, Cold calling among other great mediums are also used depending on the types of data we are generating.

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Business Card
Web Design
Lead Generation
Customer Relationship Management
Database Administration
Cold Calling
Wix
Hourly rate $10.00 - $55.00
Minimum project size None
Agency size 2-10 workers
Member since May 2, 2020
i22 Technologies Avatar

i22 Technologies

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Gurgaon, India

i22 has built a reputation as one of the world’s top providers of CMS and highly customized web based applications, including customer facing and eCommerce solutions. We can boast a substantial capacity to create and implement Cloud & remote hosting applications, website and mobile apps(Native & Hybrid) as well. More recently, we have been gaining recognition as one of the premier consultants and integration partners for IoT applications. Few of our specialties include: CMS Websites, Responsive Web based applications, Custom CRM and ERP systems, Inventory Management, E-commerce platforms, Online Learning Portals, Learning Management systems (LMS) Responsive Websites, Mobile Apps (Android and iOS - Native & React Native) IoT Apps and Solution

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CRM Software
Vue.js
Ecommerce Website Development
Customer Relationship Management
PHP
React Native
ERP Software
Hourly rate $40.00 - $40.00
Minimum project size $1K+
Agency size 11-50 workers
Member since Feb 5, 2020
NTx Ventures Avatar

NTx Ventures

Rating is 3.7 out of 5.
3.7/5  (2 jobs)
Plymouth, United States

NTx is a business consulting firm focused on finding the most effective resources for a given task. With an ever growing network of proven tools, NTx utilizes technical, creative, and human resources to create simple, beautiful, hybrid solutions to business challenges. Time and money are considered precious resources never to be wasted at NTx. Highly effective resources available to your business or project include: Lead Gen Cold Calling Technical Consulting Software Development Inside & Outside Sales Business Processes Creative & Design Marketing SEO Operations Finance Data Security

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Lead Generation
Graphic Design
Online Sales Management
Customer Relationship Management
CSS
Direct Sales
Pre-Sales
Hourly rate $20.00 - $69.00
Agency size 2-10 workers
Member since Jan 31, 2020
Sellution Inc. Avatar

Sellution Inc.

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Los Angeles, United States

We work with Startups and SMBs that want to gain traction, grow and scale their business. If you feel frustrated or stuck trying to figure out the missing formulas, structure and technology to book more meetings and close more deals. Sellution is a Sales Acceleration Platform that helps B2B SaaS and Online Service Companies Grow & Scale ARR to $10M+ using automation and ai. WHAT ARE THE BENEFITS OF SELLUTION ✅ Save Valuable Time ✅ Increase Productivity ✅ Book More Meetings/Demos ✅ Close More Deals and more... If you want to grow your business you're going to need to put in place a winning sales process and use the power of automation and artificial intelligence. Let me show you the new way to grow a business in today's digital world. ABOUT ME I am an entrepreneur with a passion for helping other entrepreneurs build the business of their dreams! 👉 B2B Software Entrepreneur 👉 B2B Sales, Marketing, Ecommerce & Customer Experience Expert 👉 Business Consultant 👉 Public Speaker - 2019 District 1 Qualified Speaker of the Year. HERE'S YOUR NEXT STEPS Book a one on one discovery call with me focused on growing your business. I'll show you a strategy on how we can help you fill your calendar with red-hot prospects. Professional Skills Product Development | User Experience (UX) Design | Product Analytics | Team Development | Market and Pricing Analysis | Strategic Planning | Product Development | Product Roadmap | Portfolio Strategy | Business Development | SaaS | Agile Development | Marketplace Platforms Domain Knowledge CRM | Sales Automation | Marketing Automation | Leadership Style & Abilities | Creating High-Performance Sales Teams | Startups | Raising Capital | Mentoring & Coaching | Strategic Planning & Implementation | Enterprise Software | Small Business Software

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Ionic Framework
ASP.NET Core
.NET Core
AngularJS
Customer Relationship Management
Xamarin
Shopify
Hourly rate $150.00 - $300.00
Minimum project size $1K+
Agency size 11-50 workers
Member since Dec 21, 2019
Vserve Ebusiness Avatar

Vserve Ebusiness

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Coimbatore, India

Vserve is one of the leading customer service, virtual assistant and E commerce solution provider. We help enterprises transform and grow in an ever-changing world of technology through sustainable solutions and strategies built on deep domain knowledge. Vserve has emerged as a company that delivers time and cost-effective solutions to its diverse client age globally. We have delighted our customers across the US, UK, Europe, Australia, and Asia-Pacific with a team of 350+ professionals

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Virtual Assistant
Digital Marketing
Customer Support
Customer Relationship Management
Hourly rate $6.00 - $6.00
Minimum project size None
Agency size 201-500 workers
Member since Dec 3, 2019
LengMeng Avatar

LengMeng

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Kiyiv, Ukraine

Take Your Brand, Website, or Application to a New Level... or Build Powerful Software! What We do: (The 4 quick bullet points) . For a list of technical skills see the service descriptions section! ◾ Consulting - We are not just Graphic Designers, Developers, and Marketers we help consult and give you feedback on your idea, business model, pitch deck, MVP requirements, product functionality, marketing idea, graphic design needs, go to market strategy, branding and more. ◾ Design - UX and UI research final visual design & prototyping. We’ve got you covered when it comes to design. ◾ Development - From Landing pages, custom development, Wordpress, Shopify, BigCommerce, membership sites, subscription sites, ecommerce, to full custom cloud applications including SaaS. We’ve got you covered. ◾ Maintenance - We don’t leave you when the product is done. 🚀 We Can Help Skyrocket Your Business with a High Performing Custom Website Design, So You Can… Magnetically attract clients and make a bigger impact Boost the ROI on your marketing & advertising dollar Attract more leads and ultimately make more profit. 🧲 We Drive Massive Amounts of Traffic to Your Website, So You Can… Increase your leads, sales and ultimately the return on your advertising spend and the profitability of your business in a cost-effective ROI focused manner 💻 We Build Incredibly User Friendly, Powerful, Software That People Love to Use, So You Can… Build cloud based SaaS solutions and bring high quality digital products to market. Or become more efficient in your sales, marketing, or work flow processes. Which of the following would you like help with? 🖼️ Custom Website Design Capture more leads, have a bigger impact and generate sales on autopilot. 💻 Custom Software Development Build powerful impactful software including SaaS, Cloud Apps, Mobile Apps & More. 📄 Custom Landing Page Attract more leads and convert more hard-to-get traffic into sales. 🎨️ Graphic Design Bring your vision to life with beautiful marketing collateral 📞 ✉️ 💬 Contact us and let's talk about how we can help you.

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iOS Development
AngularJS
Customer Relationship Management
PHP
Redux
Node.js
Android App Development
Hourly rate $29.00 - $29.00
Minimum project size None
Agency size 2-10 workers
Member since Nov 25, 2019
Midwest Infotech Pvt Ltd Avatar

Midwest Infotech Pvt Ltd

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Bangalore, India

Since its inception in 2010, Midwest Infotech has established itself as one of the leaders in providing quality Software Solutions and Services across a broad spectrum of Technologies worldwide to several industrial segments like Real-Estate, Transportation, Health Care, Asset Management, Logistic Management, Location based Solutions and many more. Headquartered in the Silicon Valley of India, Bangalore, and presence in Riyadh, Saudi Arabia, we are equipped with the state of the art development and communication facilities. At Midwest we believe That reliability and stability are the keys to successful project implementation and long term investment. Our modern office offers a professional working environment and a friendly atmosphere to foster innovation in work and growth. Our professionals are well qualified, experienced, and dedicated to efficient and on time delivery of quality products that meet our customers' highest standards. Our team includes highly experienced engineers, programmers, Word press developers UI/UX designers & Mobile App developers. Midwest Infotech provides regular opportunities for further training and development to its team in order to keep skills at par with technological developments to provide high value and cost-effective Mainstream IT Services.

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iOS Development
.NET Framework
Customer Relationship Management
Xamarin
HTML5
Google Ads
Facebook Advertising
Hourly rate $12.00 - $12.00
Minimum project size $1K+
Agency size 11-50 workers
Member since Mar 5, 2019
Oceanfront Consulting Avatar

Oceanfront Consulting

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Miami Beach, United States

Oceanfront Consulting is a Boutique One-Stop Shop for Blockchain, IT Consulting, Web & Mobile Applications. We have rich experience in developing blockchain-based solutions, including advanced Cryptocurrency Exchange, NFT Marketplace, Blockchain-based games, Crypto wallets, IDO/IEO/STO Consulting, and Smart Contracts. We have both blockchain and legal experts to help with every step fo the way! We can provide a unique delivery models from Partnership, MVP delivery, to outsourcing a single developer to a whole team. We would love to partner with you to build out your future ambitions.

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Technical Support
Network Monitoring
Customer Relationship Management
Penetration Testing
Oracle PLSQL
Cloud Computing
Project Management
Hourly rate $80.00 - $80.00
Member since Sep 10, 2018
TwentyEight, Inc Avatar

TwentyEight, Inc

Rating is 5.0 out of 5.
5.0/5  (2 jobs)
Virginia Beach, United States

TwentyEight, Inc offers a solid team of administrate leaders. We specialize in being a well-rounded assistant to your companies needs. Our Agency has 10+ highly qualified members, with backgrounds ranging from MBA, published copywriter, and a bookkeeper. TwentyEight, Inc offers a hands-off approach for the busy professional or company. TwentyEight's manger will take care of your day-to-day interactions and ensure that your needs are effectively and efficiently being met.

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HubSpot
Bookkeeping
Copywriting
Customer Relationship Management
Researcher
Data Entry
Debt Collection
Hourly rate $75.00 - $75.00
Member since Jul 30, 2018
xCodo Avatar

xCodo

Rating is 4.8 out of 5.
4.8/5  (2 jobs)
Colombo, Sri Lanka

We are a boutique development agency with a passionate team of developers and engineers with skills and experience in developing web, mobile, desktop and IoT applications. We exited to work with and affordable by all sizes of businesses. With our past experiences in working with some of the worlds leading organizations we always deliver the enterprise quality to all our projects. Technology scope and strengths of our past projects and applications include WordPress, e-Commerce, Java, Laravel, Cloud ERP, Android, iOS, Supply Chain Automation, IoT, RFID, GPS, Barcode, and embedded systems.

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Web Development
iOS Development
RFID
Customer Relationship Management
Moodle
PHP
Enterprise Resource Planning
Hourly rate $60.00 - $60.00
Agency size 11-50 workers
Member since Jul 19, 2018
HB Makarios Solutions Avatar

HB Makarios Solutions

Rating is 0 out of 5.
(2 jobs)
Moyock, United States

HB Makarios Solutions provides the following for all types of organizations (From Startup to Fully Functioning ) Core HR Managed Applications Support– This includes payroll, benefits administration, on-boarding, compliance management, and maintenance of employee data Talent management – This is the collective term for the process of recruiting, developing and retaining employees. Talent management suites consist of distinct yet integrated modules for recruitment, performance management, compensation management, learning and succession planning. Workforce management – This includes the set of functions for deploying employees with the necessary skills to particular regions, departments or projects. It includes time and attendance management, workforce planning, labor scheduling and budgeting. Service delivery - This includes HR help desks, intranet portals, employee self-service and manager self-service. Property Management- Virtual Property Management system support and remote administrative support HB Makarios Solutions has agents that has the expertise for the following 4 basic categories: Inbound – We TAKE the calls for you; Outbound – We MAKE the calls for you; Automated (Electronic) – We AUTOMATE processes for you and Business Process Outsourcing (BPO) – You DELEGATE the business process to us. HB Makarios Solutions (a team of 4) will engage with our clients by first on-boarding a customer and then driving adoption (value). Each client will be assigned a dedicated resource that drive the first initial relationship and ensure check points are in place that will drive the process from beginning to end. Each client will have their own Dedicated Consultant that will ensure a successful delivery of their products and/or services that HB Makarios Solutions will be supporting. Our team becomes an extension of the client's team and their will be seamless approaches to humanize the process. We will provide timely, personal responses to customer questions and a “win-win” approach for our clients and their employees. Our business will be an extension of the clients we support. Customers will never know that they are working with an outsourced agency. Our goal is to make outsourcing easy for our clients.

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SAP SuccessFactors
Disaster Recovery
Data Analysis
Technical Support
Human Resource Management
Customer Relationship Management
Human Resource Information System Implementation
Hourly rate $85.00 - $85.00
Member since Jun 8, 2018
BusiFlows Avatar

BusiFlows

Rating is 0 out of 5.
(1 jobs)
Lagos, Nigeria
Rising Talent

Streamline Your Workflow. Maximize Your Growth. At BusiFlow, we specialize in helping businesses of all sizes—from ambitious startups to established enterprises—get the most out of their CRM investment. As certified monday.com experts with over 3 years of hands-on experience, our small but focused team delivers tailored solutions that align with your unique business goals. What We Do: 👉 CRM Consultation & Strategy 👉 Full Implementation on monday.com 👉 Custom Integrations & Automations 👉 Data Migration & System Optimization 👉 Team Training & Documentation 👉 Ongoing Support & Maintenance We work across diverse industries—from fintech to real estate—bringing a detail-oriented approach to every project. While we handle the small details, we're always focused on the big picture: helping you build efficient, scalable systems that support your growth. Why Choose BusiFlow? ✅ Deep expertise in monday.com ✅ Professional, tech-savvy, and collaborative ✅ Results-driven approach ✅ Clear communication and reliable support Partner with BusiFlow to turn complex CRM challenges into simple, powerful workflows.

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Digital Project Management
Business Process Automation
Communications
Team Management
Customer Relationship Management
Project Scheduling
Time Management
Hourly rate $16.00 - $50.00
Minimum project size None
Agency size 2-10 workers
Member since May 2, 2025

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Frequently asked questions

What does CRM stand for?

CRM stands for customer relationship management. CRM can be used to refer to the tools, technologies, and approaches used in managing those relationships, but it’s most often used to refer to the technology that helps businesses to acquire, develop, and retain customers.

What are examples of CRM?

While there are many CRM software options available, certain CRM tools have become more popular because of their ease of use and capabilities:
  • Salesforce
  • Apptivo
  • Zendesk
  • Freshsales
  • Microsoft Dynamics 365
  • Insightly
  • Pipedrive
  • Oracle
  • Hubspot CRM

What is a CRM agency?

A CRM agency supports businesses with expert insight into CRM selection, implementation, and management. CRM agencies are staffed by data experts, and they work very closely with businesses to help the business get the most value out of its CRM. These agencies typically sign contacts with businesses for extended periods of time, and they provide support on an ongoing basis, even after a business has implemented its CRM solution.

What CRM companies do?

A CRM company often works in multiple project stages:
  • Selection: A CRM company will interview a business and discuss the challenges that a CRM needs to solve. The company will learn about the business’ structure and how it plans to use the CRM. Then, the company will recommend one or more CRM platforms that are a good fit.
  • Implementation: A CRM company will handle the implementation of the CRM. This process often involves transferring the business’ data over into the CRM, training employees in how to use the platform, and establishing systems to channel new leads into the CRM.
  • Management: CRMs need to be effectively maintained and managed, and a CRM agency may remain available to perform that work. The agency may be available to troubleshoot issues and help ensure the CRM continues to operate well.

What is the best CRM for a marketing agency?

The best CRM for digital marketing agencies depends on the agency’s size, challenges, and budget. Functionality is key, and a CRM will need to be able to manage multiple marketing campaigns. Other features like workflow automation and the available project management tools can help a marketing team save time and be more effective.
It’s also important to consider your business’ marketing strategy and needs when it comes to elements like landing pages, social media management, email marketing, and lead scoring. There’s no CRM that’s the best for a marketing agency; rather, the CRM that fits your agency’s needs best will be the right choice.

What are the benefits of CRM?

A CRM offers businesses many benefits:
  • Centralized database with real-time updates keeps support and sales team members connected
  • Detailed information makes it easier to close deals
  • Dashboard with notifications supports the sales process
  • Email tracking and phone call summaries for detailed recordkeeping and sales pipeline tracking
  • System allows for improved customer support for a better customer experience
  • Marketing automation saves your team time for greater profitability
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