I’m looking for a Salesforce admin/consultant to help with a nonprofit CRM cleanup and workflow setup. I need help with Contact field cleanup, page layout cleanup, creating a handful of custom fields, mapping a Google Sheet donor/member meeting tracker into Salesforce, setting up a simple import/update process, and building a few reports. This is mostly admin/configuration work in Salesforce Lightning, not a large development project. My goal is to get one clean, practical process working first and then build from there.

We are looking for an experienced Close.io CRM Specialist to help our team optimize and fully utilize Close CRM. Responsibilities: - Guide and train our team on best practices for using Close.io - Review and improve our current CRM setup and workflows - Build and maintain custom reports and dashboards - Create and document CRM processes and SOPs - Recommend automations and workflow improvements - Provide ongoing support and troubleshooting as needed Requirements: - Strong hands-on experience with Close.io CRM - Experience setting up sales pipelines, automations, and reporting - Ability to create meaningful KPI and performance reports - Strong communication and training skills

We are a 5-person sales team at a custom manufacturing company. We need Microsoft 365 email add-ons and Easy Flow created, CRM cleanup, and pipeline setup.

Requirements: Must be a US Citizen Must be able to work on 1099 as a Contractor Nature of job: Full time / Hourly Nature of work: remote/ flexible working hours Position : Salesforce Administrator & Developer Experience Required 2+ Years of Salesforce Experience 1+ Year of Salesforce Development Experience Experience working on Sales Cloud and/or Service Cloud projects Job Summary We are looking for a Salesforce Developer  & Administrator  with 2+ years of hands-on experience supporting and enhancing Salesforce CRM solutions. The candidate will be responsible for Salesforce administration, configuration, basic development, automation, user support, and system enhancements. The role requires collaboration with business stakeholders and senior Salesforce team members to deliver scalable solutions. Key Responsibilities: Salesforce Administration Manage Salesforce users, roles, profiles, permission sets, and sharing settings. Configure custom objects, fields, page layouts, record types, and Lightning pages. Create and maintain validation rules, workflows, approval processes, and Flows. Perform data imports, exports, updates, and cleansing activities. Develop reports, dashboards, and custom report types. Troubleshoot user issues and provide day-to-day Salesforce support. Salesforce Development Develop and maintain Apex Classes and Apex Triggers. Create and enhance Lightning Web Components (LWC). Write SOQL and SOSL queries. Assist in developing custom Salesforce solutions and enhancements. Support integration development using REST APIs. Participate in code reviews and deployment activities. Automation & Process Improvement Build and maintain Salesforce Flows. Implement business process automation using declarative tools. Analyze existing processes and recommend improvements. Testing & Deployment Perform unit testing and support User Acceptance Testing (UAT). Assist with deployments using Change Sets or DevOps tools. Support production releases and post-deployment validation. Documentation Create technical and functional documentation. Document configurations, customizations, and development work. Maintain release notes and deployment documentation. Required Skills: Salesforce Administration User Management Profiles and Permission Sets Reports & Dashboards Validation Rules Record Types Page Layouts Flow Builder Approval Processes Data Loader Salesforce Development Apex Classes Apex Triggers SOQL SOSL Lightning Web Components (LWC) Basic REST API Integrations Salesforce Data Model Technical Skills Understanding of Object-Oriented Programming concepts Basic knowledge of Git/version control Knowledge of Agile/Scrum methodologies Strong problem-solving and troubleshooting skills Preferred Skills Experience with Salesforce CPQ Experience with Salesforce integrations Knowledge of deployment tools Experience in telecom, CRM, or customer service domains Familiarity with DevOps practices Educational Qualification Bachelor's degree in Computer Science, Information Technology, Software Engineering, or related field. Certifications (Preferred) Salesforce Certified Administrator Salesforce Platform Developer I

Plays a crucial role in the design, development, configuration, integration, and support of the Dynamics 365 ecosystem, which includes Customer Engagement (CE), Power Platform, Portal, and related systems. Instrumental in the ongoing rollout of Dynamics 365 and subsequent development projects. Collaborate with Product Managers, Developers, Testers, Business Owners, Business Systems Support, and external vendors within the Scaled Agile Framework (SAFe). Work closely with agile teams to develop, configure, integrate, and document all technical components of the CRM solution. Provide training and development for existing IT staff, sharing your technical expertise and best practices related to Dynamics 365 CE. Develop solutions that address the people, process, and technology needs of the organization, and to translate business challenges into process/technical solutions. Essential Functions • Lead the design, development, configuration and integration of Dynamics 365 mapping business requirements and processes to solutions. • Accountable for understanding business requirements and developing solutions that align with those requirements. • Learn and adopt artificial intelligence to enhance business capabilities and team efficiency. • Proficient in Plug-In development, Portal development along with Power Platform (Dataverse, flows and PowerApps) • Administer and maintain the Dynamics 365 solution in production. • Manage user roles and permissions. • Ensure application components are in compliance with the enterprise and solution architecture and apply best practices. • Follow change control procedures and manage the deployment from development to test to production. • Collaborate with IT colleagues, business subject matter experts and outside vendors on end user issues and new application functionality. • Adhere to Scaled Agile Framework (SAFe) agile implementation methodology, including participation in PI planning, daily standups and documenting work in AzureDevOps. • Complete technical design deliverables and documentation. • Provide post-production technical support to end users. • The ability to envision and document solution architecture and application designs • Adhere to organizational policies and values. Required Experience • Technical, development and administration experience with Microsoft Dynamics Customer Engagement (CE) (e.g., Sales and Marketing), including configuration and customization experience. • Experience working with JavaScript, C#, .NET, ASP, HTML, CSS, and database platforms including SQL Server • Familiarity with source code management concepts using Azure DevOps. • Experience with Dynamics creating plug-ins, custom workflow activities, XAML workflows, web services, and the use of the Dynamics 365 SDK. • Experience and/or knowledge of Dynamics 365 and the O365 platform as it pertains to feature sets that integrate with Dynamics solutions, including SharePoint, MS Office, Azure Logic Apps, and Web API Integration. • Familiarity with and experience working with Azure or similar cloud services. • Familiar with creating dashboards and reports using Power BI. • Understanding of the common data model and security model and mechanisms to extend and build new data relationships. • Must be a dynamic and self-starting individual with strong interpersonal skills who is able to work independently or in a team environment with minimal guidance and direction. • Must be able to effectively prioritize and assign work to meet deadlines. • Must commit to continuous learning by developing new skills to keep abreast of industry trends and state of the art technology. • Must demonstrate excellent written, verbal, and presentation skills to effectively communicate with both technical and non-technical users at all levels of an organization across a variety of stakeholder groups. • Minimum ten years of experience working in a technical / development capacity. • Minimum five years of experience working with Dynamics 365 / CRM. • Bachelor’s degree in Computer Science, Information Technology, Engineering, or a related field. • Candidates located in the Washington, DC metro area or Chicago are preferred.

GoHighLevel Solutions Architect | CRM Optimization, Automations & System Design We are looking for an experienced GoHighLevel expert to help refine and expand an existing multi-account CRM ecosystem. The foundation has already been built. We're looking for someone who can think strategically, recommend best practices, and execute high-quality work while keeping the system clean, scalable, and easy to maintain. Current Tech Stack GoHighLevel BookingKoala Zapier SweetProcess Google Drive Stripe QuickBooks OpenPhone / Quo Project Scope We're looking for assistance with: Refining GoHighLevel account architecture Organizing and optimizing custom fields Standardizing tags and naming conventions Building and improving pipelines Creating forms and funnels Designing workflow automations Optimizing integrations between BookingKoala and GoHighLevel Improving customer, lead, and recruiting workflows Recommending best practices for long-term scalability Documenting systems and processes as needed Our Philosophy We believe simple systems scale. We're not looking for someone who creates unnecessary complexity. Every field, automation, tag, and workflow should have a clear business purpose. We're looking for someone who can help us build a CRM that our team will actually enjoy using. Ideal Candidate You should have strong experience with: GoHighLevel Workflow Automations Pipelines & Opportunities Forms & Funnels Custom Fields Zapier CRM Architecture Process Documentation Experience with Booking Koala is a significant advantage but is not required.

We are a growing pharmaceutical/biologics company seeking an experienced Salesforce consultant to customize and optimize our Salesforce org for our pharmaceutical sales representatives. **Key Requirements:** Prior experience implementing or supporting Salesforce for a **pharmaceutical rep / pharmaceutical sales organization** (this is mandatory) Strong understanding of pharmaceutical sales processes, including: - Prospecting and lead management - Account and contact management (HCPs, institutions, KOLs) - Opportunity and sales pipeline tracking - Product tracking and sample management - Call reporting and activity tracking - Territory management and alignment - Custom reports and dashboards for sales performance - Business development and relationship management workflows We need someone who can help design efficient, user-friendly processes that support field sales reps while maintaining compliance and visibility for management. If you have hands-on experience with Salesforce in the pharmaceutical or life sciences industry, please reply with: A summary of your relevant pharmaceutical Salesforce projects, your availability, and a rough estimate of hours or project scope.

Project Brief: Benefits Broker CRM — Production Deployment Overview I am a benefits insurance broker looking to bring a fully functional React prototype CRM into production. The frontend is complete and working. I need a developer to wire it to a real database (Supabase), add user authentication, deploy it to Vercel, and ensure data persists between sessions. This is not a design or build-from-scratch project. The rough UI and business logic already exist. This is a backend integration and deployment project. What Already Exists A complete single-file React application (App.jsx) built with: React 18 (functional components, hooks) Tailwind CSS for styling Vite as the build tool Current Features (all working in the prototype) Sales pipeline view and Client view with toggle Dashboard with revenue breakdowns by opportunity rating, segment, and sales lead Filterable, sortable employer/prospect table with CSV export Full employer detail records including: Opportunity rating, medical enrolled segment, estimated revenue Headquarters address fields Plan anniversary and medical funding type Current update/notes field Contacts panel (add/view contacts per employer) Business details (EIN, SIC code, org type) Benefit Plans table with: Renewal period date picker (start and end date, displays as e.g. 7/1/26 – 6/30/27) Policy number, enrolled count, estimated premium, compensation structure Duplicate, archive, and delete actions per plan row Archived plans nested below active plans Client Workflows section with: Renewal workflow (milestone checklist with auto-calculated dates driven by plan renewal date, target date picker per milestone, custom item builder, plan year archive) Compliance checklist (7 standard items + buttons to generate POP and ERISA Wrap Plan documents via AI API) Communications tracker (last contact, next touchpoint, preferred channel, notes) What Needs to Be Built 1. Supabase Database Setup Create the following tables in Supabase (schema guidance provided): employers — core employer/prospect records contacts — contacts linked to each employer benefit_plans — active benefit plans per employer archived_plans — archived benefit plans per employer renewal_workflow — milestone completion state and custom items per employer compliance_checklist — checklist state per employer communications — communication log per employer Enable Row Level Security (RLS) so users can only read/write their own data. 2. Supabase Auth Add a login/signup page (email + password is fine to start) Protect all routes so unauthenticated users are redirected to login Associate all data with the logged-in user's ID 3. Wire the Frontend to Supabase Replace all useState with initial hardcoded data with real Supabase reads/writes: Load employer list from Supabase on mount Save changes to employer fields in real time (or on blur) Persist benefit plans, contacts, and workflow state to Supabase 4. Vercel Deployment Deploy the Vite/React app to Vercel Connect to a GitHub repo for CI/CD (auto-deploy on push) Set up environment variables for Supabase URL and anon key Configure a custom domain if provided (domain will be purchased separately) 5. Basic Multi-User Support The CRM is used by a small team (3–5 people). Each person should be able to: Log in with their own account See all shared employer records (shared data model, not per-user isolation) Have their own login credentials Tech Stack LayerTechnologyFrontendReact 18, Vite, Tailwind CSSBackend / DBSupabase (Postgres + Auth)HostingVercelVersion controlGitHub What I Will Provide The complete working App.jsx source file Access to my Supabase project (already created) Access to my Vercel account (already created) Access to my GitHub account (already created) Availability for questions via message What I Am NOT Looking For A complete redesign of the UI A mobile app Complex enterprise features (SSO, audit logs, etc.) An ongoing retainer (though open to discussing support) Deliverables Supabase schema fully set up with RLS policies Auth (login/signup) working in the app All employer data reading from and writing to Supabase in real time App deployed and live on Vercel at a working URL GitHub repo set up with auto-deploy on push to main Brief handoff notes explaining how to add users and make future updates Timeline Looking to have this live within 3–4 weeks of project start. Budget Open to fixed-price bids. Estimated scope is 20–35 hours. Please provide your hourly rate and a fixed-price estimate for the full scope above. About the Business Independent benefits insurance brokerage serving small and mid-size employer groups in Massachusetts. This CRM tracks our sales pipeline (prospects) and client base, manages benefit plan data, and supports renewal workflows and compliance tracking. How to Apply Please include in your proposal: 1–2 examples of React + Supabase projects you have shipped Your approach to wiring an existing React prototype to Supabase (brief overview) Fixed-price estimate and timeline Any clarifying questions you have about scope

We're looking for an experienced Salesforce Administrator to help design and build a membership operations solution that supports multiple teams. An ideal candidate is someone who can think beyond configuration and help design the right solution. Candidates should be comfortable discussing Salesforce solutions they have personally designed and implemented, including architecture decisions, tradeoffs, and business outcomes. What You'll Be Doing - Design and build a scalable Salesforce data model - Create custom objects, relationships, page layouts, and Lightning apps - Build automations using Salesforce Flow - Create reports and dashboards for operational teams - Improve user experience by reducing clicks and simplifying workflows - Help define best practices for long-term scalability Required Experience - Advanced Salesforce Flow experience - Strong Salesforce data architecture and data modeling experience - Experience structuring Salesforce environments from the ground up, including custom objects and relationships - Experience working with large datasets and complex business processes - Strong UI/UX mindset and experience building custom Lightning experiences - Hands-on experience with Workbench, Data Loader, VS Code, Salesforce CLI, and deployments - Ability to write and troubleshoot SOQL - Ability to translate business requirements into practical Salesforce solutions Nice to Have: - Apex and Lightning Web Components - Membership, subscription, or customer success experience - Experience working with integrated systems where Salesforce is not the system of record

Zoho CRM Canvas Designer Needed (UI/UX Focus) We're looking for an experienced **Zoho CRM Canvas designer** to redesign and modernize our Zoho CRM interface. This is primarily a **design and user experience project**, not a CRM implementation project. Our CRM is already operational—we want someone who can transform it into a clean, intuitive, and visually appealing workspace using Zoho Canvas. Project Scope * Redesign Zoho CRM using Canvas * Create modern, professional layouts for key CRM modules * Improve usability and workflow efficiency * Organize information for quick scanning and data entry * Apply consistent branding, colors, spacing, and typography * Optimize layouts for desktop and mobile where appropriate * Collaborate on revisions based on feedback Modules to Design Examples include: * Leads * Accounts * Contacts * Deals * Custom Modules Requirements * Proven experience designing **Zoho CRM Canvas** layouts * Strong UI/UX design skills * Experience with Zoho CRM Enterprise or Zoho One * Ability to create clean, modern business interfaces * Excellent communication and attention to detail Preferred Qualifications * Experience with custom modules * Familiarity with Deluge scripting (not required) * Experience improving CRM workflows * Graphic design or product design background To Apply Please include: 1. Screenshots or videos of Zoho Canvas projects you've designed. 2. A brief description of your experience with Zoho CRM Canvas. 3. Your hourly rate or fixed-price estimate. 4. Your availability and expected timeline. **Important:** Applications without examples of actual Zoho Canvas work will not be considered. Project Goal Our objective is to create a CRM experience that feels modern, clean, and easy to use—similar to the usability and visual quality of platforms like HubSpot or Salesforce Lightning—while leveraging the flexibility of Zoho Canvas. This may lead to additional Zoho CRM customization and ongoing design work for the right freelancer.