Looking for someone to assist with framework and optimization of processes in Monday CRM. The task involves setting up frameworks and processes, indicating a need for organizational skills. Experience with CRM systems, specifically Monday CRM, is essential.

About Us We are building a high-volume virtual recruiting system for a rapidly growing insurance organization. Our goal is to create a streamlined, automated recruiting process that takes candidates from initial outreach through interview scheduling, pre-licensing, onboarding, and long-term nurturing. We already have our technology stack selected. We are looking for an expert who has experience implementing and optimizing recruiting CRM systems—not someone learning these platforms for the first time. Our Current Tech Stack HubSpot (CRM) Instantly (Email Outreach) EZ Texting (SMS) Cal.com (Interview Scheduling) Beehiiv (Newsletter) Zapier and/or Make (Automation, if needed) Our Recruiting Workflow Our recruiting process is straightforward: Import warm and cold candidate CSVs into HubSpot. Manage every candidate inside HubSpot as the single source of truth. Send outreach through: Email (Instantly) SMS (EZ Texting) LinkedIn (handled manually when applicable) Candidates schedule interviews through Cal.com. Automated email and SMS reminders are sent before the interview. Recruiters conduct the interview. Candidates are moved into one of two paths: Pre-Licensing Pipeline Long-Term Newsletter Nurture Candidates who are not ready immediately continue receiving weekly educational content and webinar invitations through Beehiiv until they decide to move forward. What We Need We are looking for someone who has experience building recruiting or sales automation systems and can help us: Configure HubSpot specifically for recruiting Build clean recruiting pipelines Create automation workflows Connect HubSpot with Instantly Connect HubSpot with EZ Texting Connect HubSpot with Cal.com Connect HubSpot with Beehiiv Configure automatic pipeline updates Build recruiter task automation Create dashboards and reporting Keep HubSpot clean, organized, and easy for recruiters to use Requirements Strong HubSpot CRM experience Experience building recruiting or hiring pipelines Experience with workflow automation Experience integrating multiple SaaS platforms Experience with Instantly Experience with EZ Texting (or similar SMS platforms) Experience with Cal.com or comparable scheduling platforms Experience with Zapier and/or Make Excellent understanding of CRM architecture and automation best practices Bonus Experience Recruiting CRM implementations Insurance recruiting High-volume recruiting operations Marketing automation HubSpot Operations Hub API integrations What Success Looks Like The final system should allow recruiters to manage the entire recruiting process from HubSpot while all communication and scheduling happen automatically through the connected platforms. Recruiters should spend their time talking to candidates—not manually updating systems. If you have built similar recruiting automation systems before, please include examples of your work, the platforms you used, and explain your role in the implementation.

We are looking for a professional, reliable, detail-oriented and communicative expert in CRM/AMS (association management systems), preferably with GrowthZone or similar experience. We have already done a lot of the data work on this transition from Higher Logic to GrowthZone, but need additional assistance. - Managing the GZ transition project and communicating updates to our client - Developing and executing member communication timelines - Hosting a user test group for leadership to test platform setup - Streamlining chapter communications & reports through GrowthZone - Overall GZ setup and Info Hub setup (settings, chapter leader user type, member application, email templates, new member campaigns and process) - Post-import data cleanup and additions - Suggesting improvements to GZ setup - Facilitating the financial integration - Answering questions from client stakeholders and stakeholder groups - Launching GrowthZone to our client's membership and answering questions - If needed, facilitating a town hall meeting to answer member questions and introduce the platform This could lead to additional work for other clients in the future.

Needing help configuring and optimizing Zoho CRM, with the leads, Contacts, and Deals modules. Some work with automations, cadences, Canvas designs, etc.

We are a growing real estate team seeking an experienced CRM and automation consultant to audit, optimize, and streamline our lead generation and conversion systems. Our goal is to build a scalable, well-documented process that increases conversations, appointments, and closed transactions while creating a better experience for both our agents and our clients. Current Technology Stack Follow Up Boss (CRM) Fello Sierra Interactive (Website & Lead Generation) Zapier Email & SMS Automation Database Approximately 25,000 contacts Buyer leads Seller leads Past clients Homeowners Sphere of influence Internet leads Current Challenges While we have several systems in place, we believe we're only utilizing a fraction of their capabilities. We currently receive: Home valuation requests through Fello Home buyer leads through our Sierra Interactive website Internet leads that flow into Follow Up Boss Although leads are consistently entering our CRM, we want to improve how those leads are nurtured, segmented, routed, and converted into real conversations, appointments, listings, and buyer clients. We're looking for someone who can evaluate our entire workflow—not just individual automations—and recommend the most efficient way for these systems to work together. Project Scope We're looking for someone to: CRM & Workflow Audit Review our existing Follow Up Boss setup Review our Fello implementation Review Sierra Interactive lead flow Evaluate how Zapier is currently being used (or should be used) Identify bottlenecks, redundancies, and missed opportunities Automation & Drip Campaigns Create or improve automated campaigns for: Buyer leads Seller leads Home valuation requests Homeowners Past clients Long-term nurture Sphere of influence New internet leads Cold leads Re-engagement campaigns Lead Routing & Conversion Help us improve: Lead routing Lead assignment Smart Lists Tags Action Plans Agent follow-up workflows Seller conversion Buyer conversion Long-term nurture strategy Sierra Interactive Optimization Our website generates buyer leads through Sierra Interactive. We'd like someone to review: Current buyer workflows Website lead routing Buyer nurture campaigns Behavioral automations Lead conversion strategy Website-to-CRM workflow Missed opportunities within the buyer journey Fello Optimization We currently generate homeowner valuation requests through Fello. We're looking to improve: Seller nurture campaigns Homeowner drip campaigns Equity-based outreach Home anniversary campaigns Long-term homeowner engagement Conversion from valuation request to listing appointment System Integration Help us determine: Which platform should own each automation Best practices for integrating Follow Up Boss, Fello, Sierra Interactive, and Zapier Where workflows can be simplified Opportunities to reduce manual work Recommendations for future scalability Reporting & Accountability Recommend reporting that helps leadership measure: Lead response time Conversion rates Agent follow-up Appointment rates Listing opportunities Buyer opportunities ROI by lead source Automation performance Deliverables By the end of the project, we'd like to have: A complete audit of our current systems Optimized workflows Recommended CRM structure Automated drip campaigns Improved lead routing Clearly documented workflows SOPs for future maintenance Automation map/flowchart Recommendations for continued optimization Ideal Experience We're looking for someone with proven experience working with: Follow Up Boss Fello Sierra Interactive Zapier Real estate CRMs Large real estate teams Lead conversion Marketing automation CRM architecture Sales operations Bonus if you've helped brokerages or teams increase listing appointments and buyer conversions through automation and CRM optimization.

Senior WordPress + SuiteCRM Developer (Ongoing Maintenance & Emergency Support) Overview We are looking for a highly experienced WordPress and SuiteCRM developer to provide ongoing maintenance, troubleshooting, and technical support for an existing business website and CRM ecosystem. This is not a new website build. Our platform relies on WordPress, SuiteCRM, payment processing, API integrations, automation workflows, and customer communications. We need someone who can quickly diagnose issues, implement fixes, perform updates, and help ensure our systems remain stable and operational. The ideal candidate is proactive, responsive, and comfortable working with complex integrations between WordPress, SuiteCRM, Stripe, email systems, and third-party APIs. Responsibilities * Troubleshoot website and CRM issues as they arise * Fix payment processing problems (Stripe and other payment integrations) * Resolve email delivery issues and CRM automation failures * Diagnose and repair API integration problems * Maintain and troubleshoot SuiteCRM workflows, automations, and integrations * Perform WordPress, SuiteCRM, plugin, and system updates safely * Identify potential issues before they impact customers * Monitor site performance and functionality * Maintain backups and recovery procedures * Assist with landing pages, forms, and website enhancements when needed * Coordinate with existing developers and vendors when necessary Technical Requirements Must have experience with: * WordPress * SuiteCRM * WooCommerce * Stripe integrations * API development and troubleshooting * Webhooks * CRM integrations * DNS management * Email deliverability * SMTP configuration * Cloudflare * PHP * JavaScript * MySQL * Website security and performance optimization Ideal Candidate We are looking for someone who: * Responds quickly when critical issues occur * Has experience supporting business-critical websites and CRM systems * Can explain problems and solutions clearly * Is comfortable working independently * Can identify root causes rather than applying temporary fixes * Is available for ongoing long-term support * Understands how customer onboarding, payments, emails, and CRM workflows connect together Important Our business relies heavily on our website and CRM infrastructure for client onboarding, payment processing, compliance services, and customer communications. If a payment gateway stops working, an API breaks, SuiteCRM workflows fail, emails stop sending, or a critical function fails, we need someone who can respond quickly and help resolve the issue. To Apply, Please Include: 1. Examples of WordPress + SuiteCRM projects you have worked on 2. Examples of payment processing or Stripe issues you have resolved 3. Examples of API integrations you have built or maintained 4. Your typical response time for urgent issues 5. Your availability and time zone 6. Whether you offer ongoing maintenance retainers 7. Any experience supporting live production websites with active customers Applications that do not include the requested information may not be considered.

Pronto Connects is transforming Zoho One into the company's Enterprise Operating System (EOS). The objective is to unify Sales, Operations, Finance, Customer Success, Product Management, Partner Management, and Compliance into a single, scalable platform. This engagement begins with immediate operational improvements while a comprehensive EOS blueprint is developed in parallel.

GoHighLevel & JobNimbus Automation Specialist We are a roofing company looking for an experienced GoHighLevel automation expert to help build and optimize our existing GoHighLevel account. Current Software * GoHighLevel * JobNimbus * Modernize (lead source) * CallRail (currently evaluating whether to keep) * Google Workspace Project Overview We already have GoHighLevel set up with funnels and workflows. This is not a new GoHighLevel implementation. We need someone to build and optimize automations that connect our lead sources, GoHighLevel, and JobNimbus. Desired Workflow * Modernize sends new leads into GoHighLevel. * GoHighLevel handles initial communication (SMS, phone, email, follow-up, automation, pipeline management). * Once an appointment is scheduled, the contact is created or updated in JobNimbus. * JobNimbus becomes the primary system for inspections, sales, and production. * Status changes in JobNimbus (Sold, Lost, Inspection Completed, etc.) automatically update the contact in GoHighLevel. * Certain statuses should trigger long-term follow-up campaigns inside GoHighLevel. Additional Goals * Review our current GoHighLevel setup and recommend improvements. * Build email and SMS drip campaigns. * Help determine whether we should continue using CallRail or consolidate phone functionality into GoHighLevel. * Configure APIs, webhooks, or Make.com integrations as needed. * Ensure contacts stay synchronized without creating duplicates. Required Experience Please only apply if you have experience with: * GoHighLevel * CRM automation * APIs and webhooks * Make.com and/or Zapier * SMS and email automation * Two-way CRM integrations Bonus: Experience with JobNimbus or home service businesses (roofing, HVAC, plumbing, solar, etc.). When applying, please describe a similar GoHighLevel integration or automation project you’ve completed and explain how you approached it. We’re looking for someone we can continue working with as we expand our automations over time.