Search Results for: CRM Software

Looking for Insurance Admin or Ops Staff to Walk Us Through Day-to-Day Manual Tasks Description: We’re building automation tools for the insurance industry and are looking to speak with people who actually perform the manual, repetitive tasks involved in daily operations. This is not a strategy or consulting role — we’re looking for someone who has firsthand experience entering data, handling form...

Job Type: Hourly: $25.00 - $100.00

ERP Software Accuracy Verification CRM Software Medical Records Software Microsoft Excel Data Cleaning Error Detection Data Entry

Scoop Dogg is a fast-growing local pet waste removal brand. We’re looking for a sharp, reliable virtual assistant to help us manage our CRM (Sweep&Go), assist with customer communication, and keep our leads and follow-ups organized. This is an ongoing, part-time role with flexible hours and opportunity to grow.

Job Type: Hourly: $12.00 - $18.00

Customer Service Administrative Support Data Entry Email Communication Communications Virtual Assistance CRM Software

CRM for licensed Cannabis delivery service . Need to be able to track inventory , sales , transactional data and develop customer profiles . Would like to implement a reward system for frequent customers and would like to see KPIs

Job Type: Fixed price

Automation Marketing Automation Zapier API CRM Software Customer Retention Customer Relationship Management

Hi, I have some current automations I am using on make.com and integrate them with MailParser and Follow Up Boss. Can you help me take a look at it and make sure that the data fields are being imported correctly so that I can make tailored marketing follow ups that are geared towards the selected fields that the clients that I work with are entering? Best,

Job Type: Hourly

Automation CRM Automation Automated Workflow API API Integration n8n Make.com Scripts & Utilities JavaScript Tech & IT Heroku REST API JSON AI Code Generator CRM Software

Candidates must submit a PDF version of his/her resume. Enters and updates data into digital systems with speed and accuracy, working independently and remotely while ensuring data integrity and confidentiality. Use of Microsoft Excel, word or Google sheet

Job Type: Hourly: $15.00 - $25.00

Product Listings Accuracy Verification Proofreading Online Research Microsoft Office Microsoft Word Roboflow CRM Software CVAT ERP Software Medical Records Software Company Research Computer Skills Typing Batch Proof Reports Error Detection

We are seeking an experienced developer to create a comprehensive CRM system tailored for our Life Insurance / Life Settlement brokerage. The system should include case management and underwriting processes, incorporating pre-designed tasks and a dynamic status dashboard. for real-time updates. Additionally, it must facilitate teamwork and Stand be integrated with M365 (or similar) for efficient f...

Job Type: Fixed price

Tech & IT CRM Software Salesforce CRM Service Management Software Microsoft Dynamics 365

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

Our digital marketing firm is seeking a qualified sales professional to manage our presence on the Vendasta Marketplace. The initial phase of this project will involve approximately 10 hours per week to learn the Vendasta platform and the specific products we intend to promote and sell within their marketplace. During or after this discovery period, the ideal candidate will propose a commission st...

Job Type: Hourly: $35.00 - $50.00

B2C Marketing B2B Marketing HubSpot Sales Relationship Management Lead Generation Cold Calling CRM Software

Applicants must submit his/her resume. - Entering customer and account data from source documents. - Data Entry and Data Managing on the system (Excel). - Transfers information from paper formats into computer files using keyboards, data recorders, or optical scanners. - Performs high-volume data entry using word processing, spreadsheet, database, or other computer software. - Collate, organize, a...

Job Type: Hourly: $20.00 - $30.00

Product Listings Copy & Paste Communications Email Communication Company Research Computer Skills Online Research Typing Proofreading Microsoft Office Microsoft Word Roboflow CRM Software ERP Software CVAT Medical Records Software Docu

Candidates must submit a PDF copy of their resume while applying. Handling data entry tasks, updating internal databases, supporting day-to-day administrative operations, and assisting with report preparation. The ideal candidate is detail-oriented, efficient, and comfortable using common office software such as Google Sheet or Microsoft Word.

Job Type: Hourly: $20.00 - $30.00

Copy & Paste Product Listings Online Research Typing Computer Skills Communications Company Research Proofreading Microsoft Office Microsoft Word CRM Software CVAT ERP Software Medical Records Software Roboflow Batch Proof Reports List