Search Results for: CRM Software

We are in the process of acquiring a routine service-based business that currently manages operations using FileMaker. We’re seeking an experienced freelancer to extract all relevant data and prepare it for migration into a modern CRM platform such as Jobber, ServiceTitan, or BuildOps. The business operates with three main modules: Bids (quoting and proposals) Work Orders (scheduled and completed ...

Job Type: Hourly

Data Migration Data Scraping CRM Software Claris FileMaker Database Microsoft Excel

About the Role: We're looking for a detail-oriented, analytical, and organized team member to help us gather and organize data from multiple platforms including Podio, CallRail, smrtPhone, and others. Your main goal will be to create clear, accurate Excel spreadsheet scorecards that help us better understand and act on our data. Key Responsibilities: Scrape, extract, and organize data from Podio, ...

Job Type: Hourly: $10.00 - $20.00

Data Entry Administrative Support Microsoft Excel CRM Software Google Docs

Looking for an expert to help me today or tomorrow with setting up Google Spreadsheet, including formulas, different access rights for various users, etc.

Job Type: Hourly: $50.00 - $115.00

Data Management Microsoft Excel Google Spreadsheets API Bookkeeping CRM Software

We are seeking a detail-oriented Data Entry Specialist to assist with transferring content from an existing website to a new WordPress platform. The ideal candidate will have experience with WordPress and be comfortable working with various types of data, including text, images, and links. You will be responsible for ensuring accuracy and consistency throughout the process. If you have a keen eye ...

Job Type: Fixed price

WordPress Data Entry Accuracy Verification Administrative Support CRM Software

Looking to have Leap CRM customized with Zaps for multiple lead sources. Also we have some very specific asks for the reporting built outs, dashboard and tracking. Construction /Roofing company.

Job Type: Hourly: $30.00 - $65.00

Zapier CRM Automation Customer Relationship Management CRM Software API CRM Development

Hi, We are a small eldercare firm that takes care of clients in their homes and in our adult day care facility. We use HubSpot now but are looking to expand our use and integrate it into our business processes. In the beginning, we are looking for someone to: 1. Gather our requirements to run the entire sales process on HubSpot for our multi-division organization. Hopefully, this requirements gath...

Job Type: Hourly

Customer Relationship Management HubSpot Zapier CRM Development CRM Software Software Integration

Project Overview: Zoho CRM Customization for TBC Development We are looking for a contractor to assist in customizing and optimizing our Zoho CRM setup to better track and manage leads across Real Estate, Accommodations, and Memberships. Our goal is to create a unified Leads Module that streamlines data collection, segmentation, and automation. Key Objectives: Develop a unified Leads Module to tra...

Job Type: Hourly: $65.00 - $93.00

Marketing Automation Marketing Campaign Setup & Implementation Zoho CRM CRM Software Email Communication Lead Generation

We're an ABA company, we provide Applied Behavior Analysis services to clients in home. We're currently receiving our digital marketing leads through ClickUp. Would like to learn more about clickup and try to integrate the rest of our company operations into clickup.

Job Type: Hourly

ClickUp CRM Software

Hi there! We have a client on hubspot (we do their email marketing) and we are trying to figure out reporting. They don't have enterprise so we are trying to build a report that showcases revenue from emails without having to upgrade to get the revenue attribution plan. Do you think you could help with the below? Then apply please! I need reports on: - how much email marketing for campaigns are at...

Job Type: Hourly: $25.00 - $100.00

HubSpot CRM Software Data Analysis Campaign Reporting

Description: We’re looking for a skilled automotive marketing content creator to help us build a strategic library of dealership marketing initiatives and messaging for use in outbound marketing campaigns. The ideal candidate has hands-on experience with marketing platforms or vendors in the dealership space and understands both the strategy and execution behind effective dealership marketing. We ...

Job Type: Hourly: $20.00 - $50.00

Copywriting Automotive English Content Writing Marketing Strategy CRM Software