Crm Jobs

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Hourly - Entry Level ($) - Est. Time: 1 to 3 months, 30+ hrs/week - Posted
We have a custom CRM that connects to an VOIP system, The CRM is used by Phone agents. This needs a big upgrade! ... This needs a big upgrade! The new CRM will be a web app and needs to be VERY USER FRIENDLY, look at http://close.io/ to get an idea of the standard I want. ... The new CRM will be a web app and needs to be VERY USER FRIENDLY, look at http://close.io/ to get an idea of the standard I want. You MUST have experience building custom CRM systems and integrating into 3rd party software. The project is for delivery of project and ongoing maintenance.
Skills: CRM PHP
Fixed-Price - Intermediate ($$) - Est. Budget: $20 - Posted
I have many websites that I like to run in the coming days It will be so clear order that I need you to install theme + child theme + customization Also in some time I will ask you to make some adjustment to existing website and some time, I was planning to do website and I have the idea but I don't know which theme or tools can do it for me. in general. all my task will be short to the point. so I need to have a long work relations so you will do the task. and the other task will be waiting for you. This is a fivver level or work. BUT with exctra customization and with a long and stable long work relations
Skills: CRM Dropbox API PHP Project management
Fixed Price Budget - Expert ($$$) - $500 to $1,000 - Posted
I have few managers and there are salesman under me. I am looking for someone who can do me a sales crm. I need to monitor the customers details, where they come from and track my salesman closing rate.
Skills: CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $600 - Posted
We are looking for Vtiger developers with UI customization experience. Kindly provide screenshots of systems developed for application. Using the following theme http://themeforest.net/item/pleasure-material-design-responsive-admin-panel/10579013 and one of the marketplace apps from here: https://marketplace.vtiger.com/app/listings
Skills: CRM PHP vtiger Development
Fixed-Price - Intermediate ($$) - Est. Budget: $500 - Posted
Without going deep in a pocket for the development cost, I need a one shop solution for the following business record management and someone who can set it up. Business Type: Plaintiff Financing--- in exchange for the security interest on the proceeds from the injury case settlement, the injured plaintiff request a lender to provide an advance loan that should be eventually repaid with an interest from the settlement of the injury lawsuit. The interest on the loans to the customer is a deferred interest, and due on the repayment and fluctuates depending on the actual duration of the loan at repayment. Company: Eventually three partners, two of which (45%/45% shareholders) are passive partners that are funding both the advances that are made plus the operating cost of the company. Third partner is a minority shareholder acting as a head of operations/ new business developer. For his new business development services the third partner (10% shareholder) is entitled to earn the commissions that equal to 10% of any advance that was made via his channels, 5% at origination and 5% when loan is repaid. At the beginning the business is not expected to generate many advances and two passive partners agreed to advance a certain salary to the third partner that will draw against his commission earnings. Passive partners will charge the entity 15% annual interest on all the money that they invest into the company whether these are loans made or operating expenses (including third partner’s salary). Company intends to originate 2 to 5 loans daily funded by the passive partners. Interest to the passive partners must accrue on per-diem basis from the date of finding of each advance. On daily basis the balance sheet must be pulled and it must show the components of the loan portfolio where passive partners’ money is utilized. Sheet must include the loan number, the loan amount, the funding date, the interest accrued as of that date, the commission that might be due at repayment. Also, loans are being repaid chaotically without a specific due date, and the proceeds received for any specific loan must first be applied against the outstanding accrued but unpaid interest on the entire portfolio and whenever the repayment schedule catches up with all of the outstanding unpaid interest it must start getting applied against the loan that had the earliest funding date. Despite certain loans being factually paid-off sooner, on the overall portfolio records it may be satisfied later; however the salesman’s exit commission must be paid on a factual satisfaction date. If the proceeds from the satisfaction of loans catch up as quickly as reaching the loans that are technically unpaid but the loan is the oldest on the books, then the proceeds must be applied against the principal of that technically open balance loan, and from being a liability owed to investors it must be converted into company’s asset. Upon eventual repayment of this loan that became company’s asset the proceeds may be split by shareholders. The loan origination includes a review of certain loan documents, and the solutions must provide an ability to scan such docs and electronically store them within a specific loan’s profile. Electronic loan profile must include an ability to add further notes. Obviously the solution must be a cloud based. Data entry by the staff, and modification by the admins. Practically it needs to be a hybrid of an accounting, loan servicing, investor relations servicing and record management platforms. I’m guessing the Salesforce may have something like this, but I need an expert to quote me for either modifying existing solutions to suit or possibly creating something that would work for my needs. Hope I explained the objective clearly, if not please ask the questions. Project will require an ongoing support upon setup, please include it in your quote.
Skills: CRM Account Management Accounting Accounts Payable Management
Hourly - Expert ($$$) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
Looking for an experienced Exact Target Developer. Will be working with our in-house team to create 1) Data Extensions 2)SQL Query Interactions 3)Automations. Looking to clean up our in-house ET Programs and Migrate to Automation. Improve the way we set up suppression and prioritize email sends. On going Ad-Hoc projects possible. Looking for real expertise and bona fide experience.
Skills: CRM ExactTarget SQL
Hourly - Expert ($$$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
Multiple SugarCRM Reports needed for a client. Ongoing work creating and running reports from SugarCRM. Must be available in for work or consultation in PST working hours 9 am to 5 pm Pacific Standard Time.
Skills: SugarCRM Development
Fixed-Price - Intermediate ($$) - Est. Budget: $150 - Posted
We are looking to hire full time or part time sales associates. Our business provides credit card processing services to businesses across the country. We allow them to accept credit cards with equipment ranging from credit card terminals to point of sale systems. Sales associates are given an up front bonus of $150.00 per deal closed and will receive monthly residual income off of each account(average is $20/month/per account). Anyone can excel at this business with the necessary passion and dedication.
  • Number of freelancers needed: 5
Skills: CRM Call Handling Cold calling Lead generation
Fixed Price Budget - Intermediate ($$) - $5 to $5,000 - Posted
Looking for a developer to create a module loadable package for installation in a SugarCRM application that will use the GoToWebinar API to perform the following: - Get scheduled Webinars and create records in SugarCRM (in a custom module) - Get list of registrants and all registration information and create records in SugarCRM (in a custom module) - Update registrant records in SugarCRM when certain actions take place: --- Unsubscribe --- Changes from Registrant -> Attendee --- Cancellation of registration SugarCRM API Docs: https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.6/API/Web_Services/REST/ GoToWebinar API Docs: https://developer.citrixonline.com/gotowebinar-api-overview https://developer.citrixonline.com/content/gotowebinar-api-reference
Skills: SugarCRM Development API Development MySQL Programming PHP
Hourly - Entry Level ($) - Est. Time: More than 6 months, Less than 10 hrs/week - Posted
I need someone to help me with ActiveCampaign. Mostly setting up automations, building emails (from existing templates). If you've worked with Zapier before also this is a big advantage. Here's the job: I'll give you a sketch or flow diagram of the automation or the email layout I need you to build and I need someone who can create this in ActiveCampaign for me. Please only apply if you've used ActiveCampaign in the past. Good English is a must. Someone who gets it right first time is also who we are looking for. This will be a long-term assignment for the right person. When applying, please tell me about your experience using AC. Thanks Skye
Skills: CRM Administrative Support Automation Marketing Automation