ABOUT THE PROJECT I’m building a premium concierge matchmaking service that connects people through a thoughtful, human-curated process. This isn’t a swipe-based app or a subscription platform. It’s a carefully designed member experience where real people are matched by hand and meet in person. I’m looking for a developer who wants to build something meaningful from the ground up. The product is entirely digital but deeply human, and the person building it should care about both of those things. The project has a well-defined scope, a detailed brief, and a founder who has done the strategic and operational thinking upfront so you’re not figuring out requirements as you go. This is a founder-budgeted project, not a corporate one. I’m looking for someone who uses every tool available to work efficiently and deliver a production-ready build at a price that reflects a smart, modern development workflow rather than traditional hourly rates on a blank canvas. If you’ve developed a system for using AI coding tools intelligently as part of your process, I want to hear about it. WHAT YOU’LL BUILD A custom web application handling the full member journey from first click to post-meetup follow-through. The core components: Marketing site with clean, branded design (style guide and brand assets provided) Member application flow covering account creation, email verification, terms acceptance, payment collection, identity verification, intake survey, and confirmation screens Stripe Payments integration for two separate fee collections at different points in the member journey Stripe Identity integration for government ID scan and liveness verification, which is a safety feature core to the product Twilio integration for phone OTP verification and outbound SMS communications throughout the member journey Member database storing intake responses, verification status, match pairings, and journey history Admin dashboard for the founder to manage members, view pipeline status, track match confirmations, and receive operational notifications when key events occur Automated logic for time-sensitive business rules including a 48-hour confirmation window with conditional branching and a 7-day rematch guarantee with automatic Stripe refund trigger Resume flow for members who drop off mid-application Referral program integration Post-meetup feedback survey with conditional contact exchange logic and safety flag escalation to the founder THE TECH I’m looking for a Node.js developer who is comfortable working across the full stack. Beyond that I don’t prescribe the approach. If you have a preferred framework, database, or architecture that fits this scope and lets you work efficiently, make the case for it in your proposal. I’m open to AI-assisted development workflows. If you’ve trained or refined how you use AI coding tools and know how to validate, own, and implement the output at a production level, that’s a genuine asset on a project like this. What I care about is that you bring real expertise to every decision the AI can’t make for you, including security, data handling, edge cases, and the integrations that require deep API knowledge. Smart use of available tools is part of how we get to a founder-friendly budget without cutting corners on quality. WHAT I’M LOOKING FOR Solid full stack experience with Node.js. This is a production application handling payments and biometric identity data, not a first project. Demonstrated experience with Stripe API integrations. Stripe Identity experience specifically is a strong plus and worth calling out in your proposal. Experience with Twilio or comparable SMS and verification APIs. Comfort building member-facing web applications with authentication, gated content, and user-specific flows. A security-conscious mindset. You understand that handling government ID scans, liveness data, and payment information carries real responsibility and you build accordingly. Clear communication skills. You’ll be working directly with a non-technical founder and explaining what you’ve built in plain language is part of the job. Ability to document your work thoroughly. Loom walkthroughs and written technical documentation are required deliverables, not optional extras. A modern, efficient approach to development. Whether that means AI tooling, well-chosen frameworks, reusable components, or a workflow you’ve refined over time, I want someone who works smart and can speak honestly to how they arrive at their pricing. ENGAGEMENT STRUCTURE Initial build: fixed price project. Please provide your estimate based on the scope above. I have a realistic founder budget and I’m not looking for the lowest bid. I’m looking for someone who builds things that work reliably, takes pride in the craft, and uses a smart efficient workflow to make the numbers work for both of us. Ongoing retainer: after launch I’d like to keep you on a light monthly retainer for maintenance, monitoring, and occasional additions as the business grows. Scope and rate to be discussed before project close. CODE OWNERSHIP All code, design, and intellectual property produced during this engagement transfers fully and exclusively to me upon payment. You retain no ownership, licensing rights, or claim to any part of the codebase, design assets, or documentation produced for this project. This is non-negotiable and will be reflected in our written contract before work begins.

We are seeking a skilled freelancer to integrate CRM and other platforms into our Elation EMR system. The ideal candidate will have experience with CRM systems and be able to ensure seamless integration with our existing EMR setup. This project requires attention to detail and the ability to troubleshoot any issues that may arise during the integration process.

Small US-based business (aerial agricultural services + equipment sales). We're standing up Odoo Online and need an experienced, Odoo-certified freelancer to handle the initial CRM + Sales foundation only — a clean, one-time setup. We will own day-to-day use and add further modules ourselves later. This is a tightly scoped fixed-price job, not a full ERP implementation. What's in scope (the deliverables) Database setup — Configure a new Odoo Online database with the CRM and Sales apps. Confirm correct users, timezone, currency, and company info. Contact / company import — We will provide a spreadsheet of contacts and companies needing to be cleaned to match Odoo contact import format. Map fields correctly and import. Spot-check a sample of records after import to verify accuracy. We will provide master contact list export from QuickBooks. Sales pipeline build — Configure pipeline stages to match the process we provide (roughly: New Lead → Contacted → Quoted → Won/Lost). Set up lead source tracking so web, email, SMS, and phone leads are distinguishable in reporting. Inbound lead capture — Wire up automatic lead creation from: Website form submissions → Odoo CRM A forwarded email address / alias → Odoo CRM (Phone and SMS leads will be logged manually or via a method you recommend — advise in your proposal.) Microsoft 365 connection — Connect Outlook/M365 email and calendar sync so logged activity and emails flow correctly. Handoff — A short (15–30 min) screen-share walkthrough of what was built and a one-page written summary of the configuration, so we can run and extend it ourselves. Explicitly OUT of scope To keep this fixed and affordable, the following are not part of this job and should not be quoted: Inventory, Accounting/Invoicing, Field Service, Sign, or any module beyond CRM and Sales Custom module development or Odoo Studio customization Ongoing support retainers or maintenance Data cleaning (we provide clean import-ready data) Marketing automation / mass email campaigns We may hire separately for additional modules later, but this engagement is the CRM + Sales foundation only. Requirements Odoo certification or demonstrable CRM + Sales implementation experience (please link relevant past work or reviews) Experience with Odoo Online (SaaS), not just self-hosted Experience wiring web/email inbound lead capture Clear written English and responsive communication How to submit your proposal Please include: A fixed price for the scope above (preferred over hourly). Estimated timeline to completion. Your recommendation for capturing phone/SMS leads into Odoo. Two or three examples of similar Odoo CRM setups you've delivered. Any clarifying questions about our process. Proposals that re-quote a full multi-module implementation will not be considered. We want a clean foundation, fast.

I’m looking for an experienced CRM specialist to set up a complete CRM for my moving company, JumpStart Moving. I need someone who can build the CRM from scratch, create a lead-to-booking sales pipeline, track lead sources (Google, referrals, Moving Help, Thumbtack, etc.), build custom KPI dashboards, automate follow-up emails and text messages, organize customer information and move history, generate reports for revenue, conversion rates, cancellations, repeat customers, and profitability, and integrate with QuickBooks and other tools if possible. Experience with service businesses or moving companies is a plus. Please include your hourly rate, your estimated hours to complete the project, examples of similar CRM systems you’ve built, and how you would set up KPIs and automations for a growing moving company.

We are building a next-generation workflow automation platform that combines deterministic business rules, artificial intelligence, document intelligence, and human review workflows into a single operating system. This is not a traditional CRM project. Our vision is to develop a doctrine-driven platform where business rules serve as the system authority, AI serves as an analytical and drafting layer, and human reviewers serve as the final compliance checkpoint. We are seeking an experienced engineer or engineering partner who can help architect and build the platform from the ground up. Project Objectives The platform will: • Ingest and analyze large volumes of structured and unstructured documents • Extract data from reports, PDFs, and supporting documentation • Apply rule-based workflow logic • Generate AI-assisted recommendations and draft outputs • Maintain complete audit trails and workflow transparency • Route work through human review checkpoints • Support future deployment of local AI infrastructure for privacy and performance Core Architecture The system will be built around four primary layers: 1. Rules Engine * Deterministic business logic * Workflow orchestration * State management * Trigger and escalation logic * Audit tracking 2. AI Layer * Document analysis * Classification * Pattern detection * Summarization * Draft generation * Structured outputs 3. Local Processing Layer * OCR * Document parsing * Data extraction * Vector search * Local inference capabilities * Privacy-first processing 4. Human Review Layer * Quality assurance * Workflow approvals * Compliance review * Exception handling Initial Development Priorities Phase 1 • User authentication • Client record management • Document upload system • OCR and document extraction • Workflow engine • Rule-based status management • Review dashboard Phase 2 • AI-powered document analysis • Automated classification • Recommendation engine • Draft generation workflows • Response parsing Phase 3 • Local AI infrastructure • Vector database integration • Knowledge retrieval system • Multi-agent workflow orchestration • Advanced automation Desired Technical Experience Required • React / Next.js • Node.js, Python, or similar backend framework • PostgreSQL or equivalent relational database • REST APIs • Cloud infrastructure (AWS, Azure, or GCP) • Workflow automation systems • Document processing pipelines Preferred • OpenAI APIs • Anthropic APIs • Retrieval-Augmented Generation (RAG) • LangGraph, LangChain, or similar frameworks • Vector databases • OCR technologies • AI agent architectures • NVIDIA AI ecosystem • Local model deployment What We Are Looking For We are not looking for someone who simply builds forms and dashboards. We are looking for a builder who understands how to combine: • Rules engines • Artificial intelligence • Workflow automation • Human review systems • Scalable software architecture The ideal candidate enjoys solving complex business process problems and translating expert decision-making into software systems. Engagement Structure Open to: • Fractional CTO • Lead Architect • Senior Full-Stack Engineer • AI Systems Engineer • Development Agency • Long-term strategic technology partner To Apply Please provide: • Relevant project examples • Experience building workflow automation platforms • Experience with AI-powered applications • Technology stack recommendations • Estimated availability • Preferred engagement structure

We're a Zoho consulting and implementation firm looking for an experienced Zoho developer to join our team on an ongoing contract basis. You'd be working alongside our project manager and existing developers on client engagements across multiple Zoho products. What you'll be doing: We need someone who can pick up scoped tasks and deliver clean, well-documented work across a range of Zoho products. Typical work includes: - Writing and debugging Deluge custom functions (CRM workflow functions, standalone functions, scheduled functions, widget-triggered functions) - Building and maintaining Zoho Creator applications, including custom forms, reports, workflows, and Deluge scripting within Creator - CRM configuration: Blueprint design, layouts, validation rules, assignment rules, client scripts (ZDK), and related list customization - Zoho Desk setup and customization including ticket workflows, email routing, and automation - Cross-product integrations using invokeurl, connections, and API calls between CRM, Creator, Inventory, Books, Desk, FSM, and Campaigns - COQL queries for CRM data retrieval -Building CRM widgets (SDK-based, hosted externally or via Creator) - WorkDrive API integration for folder management and file operations - Data import/cleanup and migration support What we're looking for: - Solid hands-on experience with Zoho CRM, Creator, and Deluge scripting (not just admin-level configuration) - Comfort working from detailed task descriptions with screen recordings and timestamps (we use Loom and Fathom for async communication) - Ability to work independently from a task brief without needing hand-holding - Familiarity with Zoho's quirks: pagination patterns, connection limitations, API rate limits, etc. - Clean code habits and willingness to follow established naming conventions and patterns - U.S.-based (required) Nice to have: - Experience with Zoho FSM, Inventory, or Books - Familiarity with Zoho Campaigns and marketing automation - Comfort with JavaScript for CRM client scripts and widget development - Experience integrating Zoho with third-party systems (payroll platforms, external APIs) How we work: - Tasks are managed in Zoho Projects with structured HTML descriptions, Loom links, and clear acceptance criteria - Communication is async-first (Cliq, Loom) with occasional calls as needed - Note: In your proposal start with a definition of a Woggle knot - Work is billed hourly; volume varies by active client load but expect steady ongoing work If you've done real implementation work in Zoho (not just watched tutorials) and can show examples, we'd like to hear from you. Please include a brief summary of your Zoho experience and which products you've worked with most.

Job Posting LaunchTec is a Denver-based digital agency focused on helping businesses grow their online presence and amplify sales through strategic digital initiatives. Our core services include Paid Digital Advertising (PPC), Website & Funnel Development, SEO, Social Media Marketing & Management. Established by an experienced Fortune 500 full-stack digital marketer, we bring expertise from working with notable clients like The New York Times, Christopher Nolan, Toby Keith, and ESPN. At LaunchTec, we pride ourselves on delivering measurable results while fostering a unique, personalized approach to each client's needs. Role Description: We are hiring an agency-experienced Business Development Representative who knows how to create opportunity, not wait for one to be provided. This role is perfect for someone who can identify the right companies, get in front of decision-makers, start the right conversations, and build a qualified pipeline through outbound efforts. You should know how to cold prospect, write outreach that doesn’t sound robotic, stay highly organized, and create real movement from the very first touch to qualified meetings. This is not a sit-back-and-wait role, and is not a position for someone who needs a fully built system handed to them. We want someone who can take ownership of prospecting, contribute and help create an outbound strategy, and help build a stronger business development engine over time. Key Responsibilities: Take full ownership of prospecting and generating new business for LaunchTec. Building and managing your own pipeline from first touch through qualified opportunity/meeting. Identifying, researching, engaging, and qualifying key decision-makers through personalized outreach. Scheduling qualified meetings that actually take place. Communicating LaunchTec’s services clearly in a way that aligns with each prospect’s business goals and challenges. Take initiative in developing prospecting strategy, messaging approaches, and repeatable systems for prospecting and deal creation. Required Qualifications: Proven previous agency experience in a BDR setting is required. Strong business development,lead generation, and outbound prospecting experience. Ability to self-generate opportunities and create a pipeline without relying on inbound leads. Strong communication skills and confidence in engaging decision-makers. Comfortable owning outreach activity, follow-up, and pipeline movement without oversight. Organized, disciplined, and capable of managing CRM tools, such as Pipedrive. Self-starter mentality who is unafraid of taking initiative, testing approaches, and thinking beyond a templated script. The ability to collaborate internally while independently driving activity and outcomes. Bachelor’s degree or equivalent work experience preferred. Compensation $40.00/hour base Uncapped commission on deals closed from your efforts $175 qualified meetings bonus for every qualified meeting that takes place This role will start as an contractor role. For the right person who can consistently create qualified opportunities, this could quickly turn into a full-time role, with significant room for growth and the chance to build out and lead our sales division.

AI Engineer (RAG & Agentic Workflows). *LLM RESPONSES AUTOMATICALLY AVOIDED* We have already launched a production generative AI product that utilizes a custom Retrieval-Augmented Generation (RAG) architecture. We are now expanding the platform to include CRM intelligence, workflow automation, and agentic AI capabilities. This is **not** a prompt engineering role. Seeking an engineer with deep experience building and deploying production AI systems that combine LLMs with multiple structured and unstructured data sources. You should be comfortable walking into an existing, complex codebase, understanding the current architecture, and improving it. Existing AI Architecture Our current AI architecture consists of: * OpenAI embeddings * Embeddings stored in MongoDB * MongoDB Atlas Vector Search for retrieval * Retrieval from both structured SQL data and unstructured document collections * Existing tool/function-calling architecture **Please do not apply if you have not previously built or maintained production RAG systems using embeddings and vector search.** Experience specifically with **OpenAI embeddings and MongoDB Atlas Vector Search** is highly preferred. CRM Intelligence Layer We are currently building a CRM platform and need the AI to reason over CRM records, including the other records are RAG currently retrieves. You will be responsible for designing and implementing the AI integration layer that enables the LLM to intelligently retrieve and reason over CRM data. This work includes: * Designing AI tools/functions that expose CRM data to the LLM. * Implementing backend tool handlers that retrieve CRM records. * Defining tool schemas and instructions so the AI knows when and how to retrieve CRM information. * Building secure retrieval mechanisms that enforce strict user and organization-level access controls. * Transforming raw CRM records into structured, AI-ready context. The AI will need to reason across: * CRM contacts and organizations * client profiles * Deals and opportunities * Projects * Tasks and reminders * Notes * Email history * SMS and WhatsApp communications * Call transcripts * Meeting summaries * Documents and contracts * Workflow history Agentic AI & Workflow Automation * Build proactive AI agents that generate alerts, recommendations, follow-ups, reports, and suggested next actions. * Design systems capable of reasoning across both structured and unstructured data sources. * Architect and implement multi-step and multi-agent workflows. * Develop workflow intelligence that assists users in completing real-world business tasks. Required Experience * Demonstrated experience building and deploying production AI systems used by real customers. * Experience working with embeddings, vector databases, and retrieval pipelines. * Experience implementing LLM tool/function-calling architectures. * Experience integrating AI systems with business systems such as CRMs, ERPs, or other operational databases. * Experience combining structured and unstructured data within AI applications. * Strong backend engineering and systems architecture experience. * Demonstrated ability to quickly understand and improve existing codebases. * Ability to independently own and deliver complex technical initiatives. Strongly Preferred * Experience with OpenAI embeddings. * Experience with MongoDB Atlas Vector Search. * Experience building agentic AI systems and workflow automation. * Experience designing long-term memory architectures. * Experience building multi-tenant SaaS applications with strict authorization requirements. * Experience implementing evaluation and monitoring pipelines for production AI systems. What We Value * High accountability and ownership. * Strong communication skills. * Product thinking and user empathy. * Ability to understand user workflows before writing code. * Pragmatism and sound engineering judgment. PLEASE DO NOT WASTE OUR TIME IF YOU NOT MEET THE REQUIREMENTS 

I’m looking for somebody with experience customizing the Boomtown CRM lead platform for various lead types. I want it to primarily be built for my Real Estate business. The ideal candidate will have a strong understanding of CRM systems and lead management processes. The goal is to enhance the platform's functionality to better manage and track real estate leads effectively. I prefer someone who has specific experience with BOOMTOWN CRM. Although my posting makes a referenvce to ZOHO I am not using ZOHO in anyway and I have no idea why it mentions it. I also want to use a program like RANKGPT to create 30 blog posts a month I can use or customize for my website homebymaier.com I also post real estate and mortgage videos on the site and I do the back end work for SEOetc myself on the wordpress site that BOOMTOWN provides me. I was using RANKGPT and it was awesome for blog posts but they were supposed to create citation for me on the mortgage and real estate aspects of my business to increase AI searchability, but they failed to even start that part of the contract so when I complained they cancelled my contract and refunded my money. I have been usine writesonic for blogs and bright local for citations but write sonice requires too much input for me and i want a system I can use thats more autopilot for blogs. you can see what I mean on my website, the first 20 blogs were rankgpt thats it for now....................

About Us We're a U.S.-based B2B technology services company (low-voltage / network infrastructure integrator — Wi-Fi, structured cabling, AV, DAS, managed services). We're scaling and need to formalize our sales commission system in HubSpot Enterprise. Important: The architecture is already fully designed. We have a 40-page developer-grade build specification (v3.1) ready to hand off after contract signing + NDA. You're executing against a spec, not designing one. If you prefer greenfield architecture work, this isn't the right gig. What's Being Built A three-object commission tracking system: 1. Deal (existing) — sales-side commission setup at quote stage 2. Project (existing) — execution-side tracking 3. Commission Record (new custom object) — individual commission events with associations to both Deal and Project Concrete Scope - ~48 new properties across the three objects (15 on Deal, ~33 on Project, 21 on the new Commission Record object) - 8 new HubSpot workflows (1 existing workflow stays untouched — you'll extend, not modify) - 5 calculated properties with specific formulas defined in the spec - A bidirectional sync pattern (Project execution data mirrors back to Deal as read-only fields) - 16 reports across 4 role-based dashboards (Sales Rep, Finance/Owner, Quote Accuracy, Sales Engineer) - 7 written test scenarios with expected outcomes Workflows Include - Lock commission baseline at Closed-Won (Deal → Project sync) - Mirror-back execution data (Project → Deal) - Commission Record creation at invoice events (with native Deal Splits handling — Operations Hub Custom Code required) - Variance check + branching at final invoice - Quote Review resolution (4 outcome branches) - Scheduled annual ARR renewal workflow - SE technical close spiff workflow - Clawback workflow for unpaid invoices Must-Have Experience - HubSpot Enterprise — Sales Hub + Operations Hub. Do not apply if you have not worked in Enterprise tier with custom objects. - Custom Object creation and configuration — properties, associations (primary/secondary), pipelines, field-level permissions - HubSpot Workflows with branching logic, scheduled triggers, multi-object enrollment, re-enrollment configuration - Operations Hub Custom Code Actions (JavaScript) — needed to iterate native Deal Splits and create N commission records per split. This is non-negotiable. - HubSpot Calculated Properties including handling nested conditional logic limitations - HubSpot Reports & Dashboards — custom report builder, multi-object reports - Native HubSpot Deal Splits feature Nice-to-Have - QuickBooks Online + HubSpot integration experience (Phase 2 work, August 2026 — separate contract if mutual fit) - Sales operations or commission accounting domain knowledge - B2B services industry context What We Provide - Full 40-page build specification post-contract (covers property inventory, workflow specs with triggers/filters/actions/branches, pipeline-specific logic for 5 delivery pipelines, calculated property formulas, 7 test scenarios, phased implementation sequence) - Existing foundation: 21 commission-related Deal properties already built and validated - Super Admin HubSpot access for the build - Direct access to operator (single decision-maker, no committee) — questions answered within 24 hours - Pre-validated technical decisions on 8 open architecture items Communication Expectations - Daily async standup (teams or email — your preference) - Weekly 30-minute video demo to operator - Architectural questions logged in shared doc