Zoho crm macros trabalhos

I am in search of a mid-level accounting professional who can take on the tasks of bookkeeping, financial reporting, and payroll management for my organisation. The ideal candidate will: - Have previous experience in a similar role - Be efficient in using Tally Zoho - Be reliable and have an eye for detail This role involves managing all accounting transactions, preparing budget forecasts, managing balance sheets, and processing invoices. A proficiency in Tally Zoho is absolutely essential, as this is the accounting software we use. If you have the relevant skills and experience, I would love to hear from you.

I require a talented web developer/designer to craft a unique and eye-catching company/portfolio website using Zoho sites. The core purpose of this website is to comprehensively showcase our services and our prowess in the industry, raising our credibility and attracting potential clients. Key Features: - An 'About Us' page detailing our story, mission, vision, and values. - Comprehensive and compelling service or product descriptions detailing the features, benefits, and value propositions of our offerings. - A Testimonials section wherein we can feature client feedback and endorsements to enhance our credibility. Ideal Skills and Experience: - Proficiency in designing and developing using Zohosites. - Strong understanding and implementation of a creative and unique ...

...seeking a CRM developer to create a robust booking system catered specifically for agency staffing businesses. This system should allow our clients to book our agency staff with minimal user input, ensuring efficiency and ease of use. The clients can see the qualifications of the staff when booking. Key features must include: - Calendar Integration: The CRM should neatly align with a calendar system for seamless scheduling - Email Reminders: Automated prompts that remind clients of their appointments, reinforcing our commitment to punctuality and dedication. - Real-time Staff Visibility: Clients should be able to view agency staff qualifications directly, helping them make informed decisions while booking. Ideal candidates for this project should have significant experie...

I'm seeking a professional who can develop a macro recorder specifically for Windows operating system. This tool should be capable of automating the following tasks: - Data entry - Keyboard commands - Mouse movements It’s crucial that the recorder comes with an intuitive user interface allowing recording and managing macros with ease. Individuals who apply should have a deep understanding of Windows operating system, software development, and designing user-friendly interfaces. Prior experience in building macro recorders or similar automation tools will be a definite advantage. I expect ongoing support from you to ensure the tool's optimal performance. Let's simplify the workflow together!

...to build a basic chatbot for our website, with a particular focus on integrating it with our CRM Zendesk system. The website is with api's to be done here in the document : Requirements: - Development of a basic chatbot dealing with queries and commands using the API's from - Integration of the chatbot with our existing CRM system Zendesk - The chatbot should seamlessly handle customer interactions, redirecting them as necessary based on their queries. Ideal Skills and Experience: - Experience in developing simple chatbots - Proficiency in Zendesk or similar CRM systems - Strong understanding of web-based platforms - Excellent problem-solving skills and

Nous recherchons un professionnel compétent pour transférer nos données de notre CRM Sellsy à Pipedrive et reconfigurer tous nos pipelines de la même manière. Il faudra simplement réimporter les contacts, les descriptions des fiches, les commentaires et les tâches.. Cette tâche nécessite surtout une connaissance de Pipedrive et non de Sellsy. Compétences nécessaires : Migration de données Pipedrive

I need help on Zapier and DocuSign integrations. The core task is to finalize the workflow which includes the primary action of sending populated DocuSign envelopes effectively. The specific requirements are: - Mapping of Specific Fields: Sender's name, Recipient's name along with 11 additional fields. Respective field names from the CRM as well as the DocuSign document are readily available for integration. - Document Sending: The established workflow should ensure a successful send-out of one specific document. - Capturing and Utilizing SignLink URL: After sending the document envelope, the signnow URL needs to be captured. This URL is to be used to copy into a text message. i need it done today.

...business. The app will offer functionalities similar to MoeGo, allowing for point-of-sale transactions, customer relationship management (CRM), and self-service appointment scheduling. The application should be accessible on iOS, Android, and web browsers. Target Users: Pet groomers (employees) Business owners/managers Customers Features: Point-of-Sale (POS) System: Process in-person and online payments (consider integration with payment gateways) Manage service packages and pricing Issue receipts and manage invoices Dashboard for real-time sales tracking and reporting (revenue by location, service popularity, etc.) Customer Relationship Management (CRM): Create and manage customer profiles Store pet information (species, breed, notes, etc.) Track customer history (pa...

I'm seeking a skilled marketer or company with a proven track record in product marketing. The goal for this project is twofold: 1. Increase Customer Acquisition: You should have significant experience and success in strategies that attract and convert potential customers. 2. Enhance Brand Awareness: I want our CRM product to be a recognisable name within the industry. Experience in brand building and establishing a strong market presence is paramount. In their application, freelancers/companies should include relevant examples of their past work, particularly highlighting instances where they successfully achieved similar goals....

Note budget of the project not more 30$ desktop app that synthesizes mouse, keyboard and buttons/fields recogniti...synthesizes mouse, keyboard and buttons/fields recognition to record and produce instructional macro teachings. The tool synthesizes macro learning which are then exportable and shared with users who possess the same software, running the macros and voice on their devices. Aims: - Automate tasks on user's devices - Share recorded macros with others - Playback recorded macros on different devices Mode of Presentation: - Step-by-step tutorials and guides Ideal Skills: Developer should possess: - Expertise in desktop software development - Knowledge of macros, mouse, and keyboard recording - Voice recognition capabilities - Experience in ...

Note budget of the project not more 30$ Needing an innovative solution that synthesizes mouse, keyboard and buttons/...synthesizes mouse, keyboard and buttons/fields recognition to record and produce instructional macro teachings. The tool synthesizes macro learning which are then exportable and shared with users who possess the same software, running the macros and voice on their devices. Aims: - Automate tasks on user's devices - Share recorded macros with others - Playback recorded macros on different devices Mode of Presentation: - Step-by-step tutorials and guides Ideal Skills: Developer should possess: - Expertise in desktop software development - Knowledge of macros, mouse, and keyboard recording - Voice recognition capabilities - Experience in ...

I am seeking a skilled web developer to construct a multifunctional website dedicated to ...cards, trading cards, and collectible cards. - Ecommerce Functionality: The platform must also facilitate the buying and selling of these cards with detailed listings, including card images, descriptions, conditions, and pricing. - Payment Gateway Integration: A secure and reliable payment gateway that supports transactions for both the purchase of cards and the grading services offered is crucial. -CRM to upload graded card detailed report. Ideal Skills and Experience: The perfect freelancer for this project will have a strong background in ecommerce site design and development, payment gateway integration, and database management. Familiarity with collectible card transactions would be adv...

I'm looking for an experienced web developer who can significantly improve the loading time and overall performance of my website which is built on ADM Gerencia CRM. The professional ideally should have: - Proficiency in CRM website optimization - A strong understanding of ADM Gerencia CRM - Experience in improving website speed and performance - Adjust the basics for SEO The goal of this project is to ensure a swift and seamless user experience on my website. Optimizing the loading speed and enhancing the overall performance are critical parameters. I look forward to seeing your proven track records in similar projects.

I'm seeking assistance to establish our Zoho CRM, with emphasis on: - Customizing fields and modules - Importing existing data - Integrating with other platforms; specifically project management software and Outlook - Implementing templates - Providing on-going training and support, particularly in lead and sales pipeline management The ideal candidate will have extensive experience with Zoho CRM, from customization to integration. Familiarity with project management software and Microsoft Outlook is a must, as is the ability to train staff in efficient use of the system. A proven track record in lead and sales pipeline management is beneficial.

I have an existing Google Sheets sheet. The macro on this sheet is only work when the button is pressed or manually executed. I want to run this macro with a checkbox.

I'm in need of an intermediate-level D365 CRM trainer who can deliver effective training to around 21-30 of our team members. The training focus should be particularly on the Sales and Marketing Module of D365 CRM. Your responsibilities will include: - Facilitating interactive sessions to impart skills and knowledge about the D365 CRM with focus on Sales and Marketing Module - Tailoring content to match the learning pace and understanding of the trainees - Turning complex concepts into easy-to-understand training material Ideal candidate should have: - Proven experience as a D365 CRM trainer - Strong understanding of the Sales and Marketing Modules within the platform - Excellent communication and presentation skills - Training can be provided in perso...

Integrar el boton de WhatsApp a CRM Zoho

I have a pressing project involving my Wordpress Fluent Forms and my CRM, which happens to be Vin Solutions. I need to send leads from these fluent forms in the ADF format directly to my CRM, but I'm having trouble making this I need someone who can do this work now and who has experience posting XML ADF format leads into a CRM

offers form building and CRM with no code. When we discuss, you would indicate what the possibilities are, and I would provide you with a basic flow. You indicate the estimated time to put ittogether. Needed within Formaloo logic: - Advanced logic question flow - Scheduling a meeting right in the platform using Calendly or similar. - Pipeline - Email automatically sent - Chatbot?

I'm looking for a Laravel expert to customize and enhance my CRM project. Changes section 1. Project milestone 2. Task management 3. Employee Points 4. Checklist of a task Check the project links:

...a channel for post-purchase inquiries and support. Required Skills: - Proficiency in ManyChat platform with a strong portfolio of previous work. - Experience in integrating e-commerce functionalities within chatbots. - Excellent copywriting skills that match our compassionate and respectful tone. - Knowledge of lead capture and nurturing strategies within chatbots. - Ability to integrate with CRM systems for seamless information flow. Communication & Work Style: - We value clear, timely, and respectful communication. Regular updates and openness to feedback are essential. - Independent work ethic with a commitment to deadlines, paired with the ability to collaborate with our team for inputs and clarifications. - We prefer an agile approach, with milestones for key phases ...

I am looking for a well-rounded CRM solution for my small tour company. The software should be designed to manage customer contacts, bookings, and provide sales analytics. - **Customer Contact Management**: At present, our contact information is stored in Excel spreadsheets and in paper files. The CRM should provide an easy way to transition this data and manage it efficiently. Experience with contact database management is crucial. - **Booking Management**: Our bookings are currently managed via spreadsheets. The CRM should allow for an effective booking management system. Prior experience with integrating booking modules would be advantageous. - **Sales Analytics**: Accurate sales analytics is a key part of what I expect from the CRM. Freelancers who cou...

I am in need of proficient assistance to integrate Zendesk CRM with my existing systems, specifically through API and email. Your main tasks will encompass: - Setting up the default features of Zendesk CRM in absence of specific feature preferences. - Performing API integration for seamless interoperability with our current systems. - Establishing an effective email integration to enhance communication efficiency between the CRM and our other systems. Please note that ideal candidates will have: - Proficiency in Zendesk CRM - Capability in API and email integration - Strong problem-solving skills Furthermore, while not mandatory in this application, showcasing your past work and experience, as well as presenting a detailed project proposal, will be advantageo...

I'm looking to create an engaging Instagram carousel ad specifically designed to generate leads for my CRM software: The ad should highlight the value that it brings to business owners and Insurance Agents. Key requirements: - Excellent command of Instagram Ad guidelines - Experience in creating CRM-focused adverts - Outstanding graphic design skills - Ability to create compelling content that resonates with Business owners and Insurance Agents. I have attached a Word document with the text for the first carousel in the ad There will be four more cards in the carousel ad, and the winner of the contest will be expected to deliver the other four cards too. I will expect a Canva link so that we have access to the file after the handover. Thank you!

I'm looking for a talented animator with expertis...of this project is to create a series of animations that clearly explain the key functionalities of a CRM (Customer Relationship Management) system to the general public. Key Features to Highlight in Animations: - Tracking and managing customer information - Contact management and segmentation - Pipeline and opportunity management Your animations should be simple enough for anyone to understand, even with no prior knowledge of CRM systems, yet detailed enough to thoroughly explain the key functionalities. Skills and Experience: - Proven experience creating dynamic 2D cartoon-style animations - Ability to communicate complex information in a simple, engaging manner - Familiarity with CRM systems would be adva...

...my business. - Data Collection – The website should be able to capture core contact data, importantly, the client's Email, Name, Contact number, and Address. - Location-based Lead Distribution – Once the leads are captured, they must be distributed to businesses within the client's area, so an integration with a mapping or geographical information system is needed. Ideal Skills: - Expertise in CRM system integration - Proficiency in data management (database handling, data capturing) - Previous experience in creating lead-generation websites. In brief, the resulting website should be an intuitive, high-performing platform that will collect and distribute leads efficiently....

Buscamos un especialista en Kommo CRM para automatizar el embudo de marketing de una empresa de venta de software bajo la modalidad SaaS. Configuración avanzada de Kommo CRM (obligatorio experiencia en este CRM en específico) hispanohablante. Nota: Es obligatorio tener experiencia en Kommo CRM y en los siguientes procesos: - Conexión con formularios de Facebook Ads. - Automatización de campañas de WhatsApp. - Creación de embudo de ventas desde Facebook Ads hasta una landing page optimizada con píxel de Facebook, y desde allí, dirigir al botón de WhatsApp, donde el CRM Kommo se encargará de atender y activar campañas de nutrición con videos adjuntos. - Automatizar en Ko...

Buongiorno a tutti, finalmente ci siamo, bisogna realizzare alcune personalizzazioni per un CRM realizzato con Perfex CRM. Le richieste sono queste: 1) Collegare vari dati tra le varie sezioni. In allegato un excel esplicativo dove vedere quali dati sono da mostrare in altre sezioni del CRM. (Integrazioni ) 2) All'interno delle sezioni di vendita (proposte, preventivi, fatture), in compiti e Clienti creare un'interfaccia di filtraggio dei dati, simile a come è già stato fatto per Leads (vedi ) 3) Collegare ad ogni utente un account microsoft di outlook dove sincronizzare il calendario. L'obiettivo è quello di poter creare dei compiti su Perfex e mostrarli anche sul proprio calendario di Outlook. Per ogni utente (circa 10 al momento) ...

I'm in need of an adept web developer to create...project revolves around setting up an investment portal paired with essential back office features. The website will be responsible for handling informational data about investments. A crucial component of this web application will also include a comprehensive back office software with CRM (Customer Relationship Management) and Accounting & Finance features. Key skills that will be valuable for this project are: - Web development & Design - e-Commerce development for informational sites - Experience in building CRM systems - Proficiency in creating Accounting and Finance tools Please bid with sample projects that align closely to these requirements. Your proven technical expertise will be the driving compon...

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I am looking for an experienced bookkeeper to help with various aspects of my accounting tasks....of my accounting tasks. Here's what I need: - General ledger maintenance: You'll keep my general ledger up-to-date with all transactions and adjustments. - Accounts payable and receivable management: I need someone to monitor all outgoing payments and money owed to us. - Financial statement preparation: You will be responsible for preparing all necessary financial statements. I currently use Zoho for my bookkeeping, so proficiency in this software is crucial for the role. While there aren't any specific categories or accounts I'd like you to track, having a broad understanding of all aspects of bookkeeping, including income, expenses, assets, liabilities and equit...

...WordPress developer with solid capabilities in API development. The goal is to create seamless synchronization between my WordPress website and build an api to connect my cms that will sync with my HubSpot CRM. Essential tasks in the project will include: - The integration of WordPress with HubSpot via the use of API calls. - Development of processes for fetching and updating data from HubSpot CRM and displaying it on the WordPress CMS. The ideal candidate will have: - Experience in WordPress elaboration. - Significant expertise in API development and integration. - Prior knowledge of HubSpot CRM. - A deep understanding of both data retrieval and submission to external sources. Please include examples of your past work where you've performed similar integra...

I am on the lookout for an expertise possessing skills in Zapier and DocuSign integrations. The core task is to finalize the workflow which includes the primary action of sending populated DocuSign envelopes effectively. The specific requirements are: - Mapping of Specific Fields: Sender's name, Recipient's name along with 11 additional fields. Respective field names from the CRM as well as the DocuSign document are readily available for integration. - Document Sending: The established workflow should ensure a successful send-out of one specific document. - Capturing and Utilizing SignLink URL: After sending the document envelope, the signnow URL needs to be captured. This URL is to be used to copy into a text message. The perfect candidate for this job would have exten...

I am in need of a proficient expert to set up my Microsoft Dynamics Business Central Online system for my business. Your role will focus on establishing systems for Financial Management, alongside Sales and CRM. We are a logistics company in freight forwarding Key responsibilities will include: - Designing and implementing a robust Financial Management system - Ensuring smooth integrations for Sales and CRM Management - eventually we need the software connect to payroll, tms and wms system Ideal candidates should have: - Proven experience in setting up Microsoft Dynamics Business Central Online - General understanding of financial management, sales, and service operations - Excellent analytical and problem-solving skills Looking forward to receiving your p...

I am in need of a talented CRM developer capable of designing a bespoke system for my education and migration consultancy. The CRM system will play a critical role in managing various interactions and streamlining our operations. Key features required in the CRM system are: - Management of leads - Task management - Integration with email In terms of design, the CRM system should have a modern and sleek look. It should also be user-friendly and allow for customization and flexibility in its layout. Information to be tracked and managed by the CRM includes: - Client contact details - History of interactions and communications - Sales and revenue data A developer with experience in education, migration consultancy, or related sectors would be ideal, t...

I require a skilled individual or team well-versed in WooCommerce design and coding to modify my current website, I need a website that provides a seamless shopping experience, and 100% custom designed. WEBSITE UPDATE AND OPT - CRM (email subscribers) and email-marketing integration. - Re-design of the current website ( menu, single product page, categories…) and mobile version. - Modify currencies, list of countries and shipping policy. - Add Create an account / log in - Size predictor and size chart - Re-organization of terms and conditions - Boost site speed as much as possible - Seamless checkout, add discount code option. - SEO positioning

Looking for a programmer to work on our SaaS application. We have two templates for various features that we want integrated into worksuite an HR product. Another is a Peer to Peer fundraising that we want to add Donor CRM for nonprofits. Other features include Online Donations, Events and Ticketing, Ecommerce, Volunteer Management, Analytics and Email marketing. We are looking for a programmer who has worked on a medium size to large application before.

... who has proficiency in German language. Your primary role will include making outbound calls to prospective clients, demonstrating products or services, persuading clients to purchase our offerings, and wrapping up calls by documenting customer responses within our CRM software. Key tasks: - Conducting outbound sales calls - Handling queries if a client calls back - Working diligently in our CRM software - Email correspondence with clients Must-have skills: - Proficient German-level speaking ability - Familiarity with CRM software - Excellent report generation capabilities - Solid email writing abilities You'll need to send follow-up emails to clients post-call, maintaining a customer-friendly tone. Also, you'll be expected to generate end-of-day re...

I am seeking a competent freelancer with experience in web ...chatbot. The objective is to expertly manage appointments through this platform. Key Features to Implement: - AI Chatbot: This advanced chatbot should be capable of scheduling, updating, and cancelling appointments. Experience in AI programming and conversational interfaces is highly important. - Systems Integration: The platform should integrate seamlessly with calendar apps, payment gateways, and CRM systems. If you have a strong background in API integration, this should be your kind of challenge. Ideal skills: - Web Development - AI Programming - API Integration Your ability to create a user-friendly, efficient, and intelligent system will be the cornerstone of this project's success. Looking forward to your ...

We're seeking Zoho Desk expertise for a multitude of functions. Specifically, we need assistance with: - Setting up Zoho Desk - Customizing ticket workflows - Managing customer support tickets - Adding new channels like email, phone and internal tickets integration Further, desired functionalities include: - Knowledge base for self-service - SLA management for timely ticket resolution - Automation of ticket routing and assignment The ideal freelancer should have thorough knowledge of Zoho Desk functionaries to assist us in setting up best practices as well. Your role will be pivotal in improving our customer support experience. Previous experience in similar roles will be advantageous.

As a rapidly growing business, we're seeking an experienced professional to bridge the gap between our Mailchimp and zapier platforms. Key tasks you'll be in charge of: - Developing and setting up smooth, real-time data syncing between Mailchimp and other platforms. - Automating workflows for contact updates, sales activities, and marketing campaigns through Zapier. The ideal candidate will be an expert in both Mailchimp and HubSpot, as well as well-versed in Zapier automation. Familiarity with real-time data syncing processes is a must. We're excited to partner with you on this vital project, ultimately improving our efficiency and customer management processes.

I need a proficient Laravel developer to build a comprehensive, modern, and sleek clien...Invoices: The software needs to be able to track and manage leads, create and send out proposals, create quotations, and generate invoices based on the time spent and tasks completed as logged within the system. Apart from the above also all the features that an Modern CRM includes. As for the user interface, I would like it to be modern and sleek. Note that I did not specify requirements for specific task management functions but would love your expertise on best practices. Ideal candidates should have previous experience creating CRM and project management software, a strong understanding of Laravel, and a great sense of modern UI design. Please show samples of similar jobs complet...

We are seeking a highly motivated and results-driven Hourly + Commission-Based Account Manager to join our team. In this role, you will be responsible for selling our saas software to insurance agents. The product price point is SAAS/DIY: $97 mo Insurance Accelerator ($197) Leads and appointments are sent to you. You will need to reach out to some warm Faceb...Provide excellent customer service and support to clients. Requirements: At least 2 years of experience in sales, preferably in the saas or marketing services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong negotiation and closing skills. Ability to handle rejection and remain persistent in pursuing sales opportunities. Experience using CRM systems and other sa...

mình cần tuyển anh em kỹ sư bảo trì partime remote cho Microsoft SQL, AX, CRM. yêu cầu: Microsoft SQL: Hệ thống AX: CRM: Vai trò này yêu cầu bảo trì thường xuyên hàng tháng

...small business owner, I require an Excel expert who can assist in creating a custom-made Excel file specifically for quotation calculation purposes. This Excel file will primarily perform comparisons of quotation calculations derived from various vendor rate lists. The ideal candidate should possess the following skills and experience: • Expertise in Excel formula calculations, and knowledge of macros will be helpful. • Familiarity with business quotation calculations from various supplier rate lists. • A proven track record of creating tailor-made business tools using Excel. The role's responsibilities include: • Designing and constructing an Excel file suitable for executing complex quotation calculations reliably. • Implementing financial form...

I'm in search of a proficient and adaptable software developer who can handle a variety of programming languages. Even though I've skipped those details, your ability to work with Java, Python, C# or ot...with a wide range of programming languages - High degree of independent judgment - Able to solve complex problems Application: Kindly provide a detailed project proposal showcasing your comprehensive understanding of diverse programming languages. An understanding of the project's reach and the potential challenges that might come up would be greatly appreciated. This project could range from a CRM Software to Accounting or MIS- your versatility will be your strength. Your bid should demonstrate your wide skill set and provide confidence in your ability to tackle t...

...mechanisms. Given the nature of our project, it’s crucial to have a level of experience in these areas. Understanding the intricacies of these features is what will drive the success of our project. Though we have not specified it in the initial questions, potential compatibility with other systems or applications might be discussed during the project's execution. Therefore, prior experience with CRM systems, databases, and email servers could be an added advantage for successful completion of our project. When applying, please include your experience specifically in VoIP development, and any example work if available. This could be in the form of past project details, or any related experiences that you think deem you fit for this project. Looking forward to get...

I require a specialist with experience in Microsoft Dynamics CRM and Canva platform to automate the production of a specific document (based on a template). Your role includes: - Building a connection between Microsoft Dynamics CRM and Canva. - Enabling more than 10 text fields from our CRM to populate a Canva template accurately. - Ensuring the text fields capture specific data based on my preferences. - Implementing specific font and design formatting for these populated fields. - Must include images also from CRM - Must be managed through API and Microsoft Power Apps Experience with both Dynamics CRM and Canva required; knowledge in font formatting. Your work will contribute significantly to our workflow optimization. Your understanding of Canva desi...

I need someone with experience in amazon lambda and able to make an integration in 24 hours.. The workflow is the following: External app (a payment gateway) will send a webhook to a lambda function with a transaction data, and this transaction needs to be integrated with a CRM (I provide all the documentation of the API in the attached document)

Market Analysis: the current market of company 2. Strategy Proposal: Outline a multi-channel marketing campaign to launch the product, specifying channels and content strategy. 3. Implementation Plan: Create a timeline for the rollout of the marketing plan, including pre- launch, launch, and post-launch activities. Explain how these activities should be set up and managed via the CRM. 4. Expected Outcomes: Define KPIs and metrics to measure the success of the marketing strategy, including how we will measure impact on brand awareness, lead generation, and customer acquisition. Marketing Strategy Implementation 1Submission Requirements: Your analysis should be submitted in a PowerPoint presentation, with a maximum of 10 slides, accompanied by a single page executive summary in PDF