Search Results for: CRM Software

Hubspot consulting including workflows, dashboards, and overall rework so it’s focused on the home building industry.

Job Type: Hourly

Marketing Automation Marketing Operations & Workflow WordPress Customer Relationship Management HighLevel Automation Problem Solving Business Operations Process Optimization SaaS System Automation Marketing Automation Strategy CRM Software

We're looking for someone to join our onboarding team, to give a product demo to customers and help them sign up for our product. Experience using CRM systems, clear communication, and ability to understand the product and perform a smooth demo is critical.

Job Type: Hourly

Email Management Calendar Management Scheduling CRM Software Customer Service Travel Planning Microsoft Office Staff Orientation & Onboarding Materials HR & Business Services Google Workspace Administrative Support Personal Training Ses

We are currently seeking a PROACTIVE, CUSTOMER CENTRIC-Customer Success Representative and solutions architect to join our team. As a leading digital publishing SaaS platform, our goal is to provide exceptional customer service and ensure the success and satisfaction of our clients. In this role, you will be responsible for managing and nurturing relationships with clients, ensuring their needs ar...

Job Type: Hourly: $25.00 - $30.00

Client Management Customer Relationship Management Communication Etiquette Email Communication Customer Satisfaction Email Support Customer Service CRM Software Phone Communication

We are seeking a skilled CRM Automation Specialist (developer or automation consultant) to design and implement an efficient intake-to-client workflow and pipeline.. The project involves coordinating website functionalities to ensure seamless client onboarding. The ideal candidate will have experience in CRM platforms, automation tools, and website integration.and design/creation. You will be resp...

Job Type: Fixed price

Customer Relationship Management CRM Software Salesforce CRM Pipedrive Zoho CRM

Zoho CRM Expert Needed to Finalize Payment Tracking System for Leases and Loans (Including Automation) Description: We are seeking an experienced Zoho CRM consultant to review and finalize a custom-built CRM system designed to track payments related to lease and loan agreements. The foundational modules and lookup relationships have been created. We now need a professional to properly structure ca...

Job Type: Hourly

Automated Workflow System Configuration Object-Relational Mapping Zoho CRM Web Development CRM Software Customer Relationship Management Automation Zoho Creator

Schedule and confirm annual termite reinspections with existing customers. • Review customer reports in ServSuite to identify follow-up or upsell opportunities. • Manage and update my daily calendar with inspection appointments. • Reach out to leads (email/text/phone) to set appointments or gather interest. • Keep organized notes on outreach, appointments, and customer responses. Experience with C...

Job Type: Hourly: $8.00 - $30.00

Phone Communication Lead Generation Cold Calling Email Communication Data Entry Google Calendar SuiteCRM CRM Software Appointment Scheduling

We have multiple training guides that are older - would like to utilize Notion as a breathing document that we can update easy as our processes change a lot with new laws. So you would take existing documents and pull the information into a training template and then improve upon the information using new technology. We have a template we'd like it to look like but with our processes. Some researc...

Job Type: Hourly

Sales & Marketing Google Workspace Administration Notion Training & Development Templates Customer Service Customer Care Customer Experience Performance Management Writing Operations Management Software CRM Software Sales Staff Recrui

Remote | Full-Time | Foundational Role with Career Growth About the Schmuckle Agency At the Schmuckle Agency, we believe in combining compassion with efficiency. Founded by Tyler Schmuckle, a 15-year veteran of the Medicare insurance world, our agency brings a friendly, personal touch to the complex world of senior health coverage. We primarily serve seniors across Southern California—many of whom...

Job Type: Hourly: $30.00 - $50.00

Customer Support Time Management Customer Service Communications CRM Software

ob Description: We are a fast-growing integrative wellness clinic seeking a skilled automation expert to help us streamline CRM workflows using ActiveCampaign and Zapier. We are looking for someone who can support us with projects such as:

Job Type: Hourly

Zapier ActiveCampaign CRM Software Automation Marketing Automation Lead Generation

Are you experienced with Pipedrive CRM? I'm seeking a knowledgeable professional to guide me through the features and functionalities of Pipedrive. After a few months of using the system, I find myself needing expert support to maximize its potential. Your assistance will help streamline my processes and improve my overall experience with the CRM. Let's work together to ensure I get the most out o...

Job Type: Hourly: $15.00 - $45.00

Administrative Support Customer Relationship Management Data Entry CRM Software Email Communication