Search Results for: CRM Software

We will provide you with an Excel file exported from Orbis using the Free View. Your task will be to complete the dataset using your Orbis access, specifically by adding the beneficial ownership information. We will also share a sample output Excel file so you can see exactly which data points we need extracted.

Job Type: Hourly

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CRM Specialist — Part-Time / Contractor We're seeking a Go HighLevel (GHL) CRM Specialist to join our growing team on a part-time or contractor basis. If you're passionate about building high-converting funnels and streamlining CRM workflows, this role is a great opportunity to contribute to a high-performing, fast-paced digital agency. We're looking for someone who is self-driven, detail-oriented...

Job Type: Hourly: $3.00 - $10.00

CRM Automation Customer Relationship Management CRM Software Automation

I am looking for an experienced freelancer to help build out my Mojo CRM. The ideal candidate will have a strong understanding of CRM systems and be able to customize features, integrate with other tools, and optimize workflows. You should be able to analyze my current setup and provide recommendations for improvements. This project requires attention to detail and the ability to work independentl...

Job Type: Fixed price

Customer Relationship Management CRM Software Salesforce CRM PHP WordPress

Freelance Opportunity: Organize and Sort Contact Data for Offline Upload to AWS Open-Source CRM Description: We are looking for a skilled freelancer to help with organizing and sorting locally hosted contact data for upload to an AWS Open-Source CRM platform. The task involves working with a variety of file formats, including PDFs, Word documents, and other types, to ensure that names, addresses, ...

Job Type: Hourly: $9.00 - $15.00

Company Research Accuracy Verification CRM Software Data Entry Microsoft Excel

I am seeking an experienced professional to conduct a comprehensive audit of my Follow-Up Boss CRM system. The goal is to identify areas for improvement, streamline processes, and enhance overall functionality. Your insights will help me leverage the system more effectively for better client management. If you have a strong background in CRM systems and data analysis, I would love to hear from you...

Job Type: Hourly: $10.00 - $35.00

CRM Software Customer Relationship Management Salesforce CRM WordPress PHP

LOCATION: Catalyst Creative, Farringdon CONTRACT TYPE: Freelance START DATE: ASAP COMMITMENT: Part-time, flexible working (estimated x2 - 3x days per week) ABOUT THE ROLE We're looking for a skilled and proactive Freelance CRM Specialist to manage the end-to-end delivery of email campaigns for Catalyst’s client - Affinity Water - from build and QA through to deployment and performance reporting. Y...

Job Type: Hourly: $40.00 - $62.00

Email Marketing Email Campaign Setup Customer Relationship Management Campaign Management CRM Software Email Communication

Description: We’re a small, U.S.-based mobile mechanic business in need of a reliable freelance bookkeeper to help us get caught up on our 2024 financial records and provide ongoing bookkeeping support into 2025. This is a part-time, remote, freelance position with flexible hours. --- Responsibilities: Catch up and clean up books for 2024 Reconcile bank and credit card accounts Categorize transact...

Job Type: Hourly

Business Management Accounting Intuit QuickBooks Customer Relationship Management Bookkeeping Economics Relationship Management Microsoft Office Budget Proposal CRM Software Accounting Basics System Administration Management Accounting Manage

We are seeking a full-time expert to assist with complex workflow setups on Make.com. The ideal candidate will have experience integrating various CRM endpoints and designing efficient workflows tailored to our business needs. You will be responsible for analyzing current processes, identifying automation opportunities, and implementing seamless solutions that enhance productivity. If you have a s...

Job Type: Hourly: $25.00 - $47.00

CRM Software Make.com CRM Automation

I need an automation that triggers every time an estimate is created in zoho books. I need it to create a folder in Zoho Workdrive, with the estimate number and customer name, and then I need to fetch the items in the estimate, find the custom field attachment within every item in that estimate a upload them to the workdrive folder through an invokeURL command for the pdf file. In practical terms,...

Job Type: Hourly

CRM Software ERP Software Zoho CRM Zoho Books Zoho Analytics Zoho Creator Zoho Desk Zoho PageSense Zoho Projects Zoho Recruit Zoho Platform Zoho Sprints Zoho Survey Client Management Finance & Accounting

As a Data Entry Clerk, you will provide document review and data entry support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Primary Job Duties Providing production services to client operations by performing administrative tasks such as data-entry, document processing and scanning Receiving do...

Job Type: Hourly: $15.00 - $20.00

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