Crm set up

We need somebody who can get our Monday CRM working just the way we need it. · * Project Management* Asana* Trello* Airtable* CRM Development* CRM Automation.* Salesforce CRM.* Project Management Support.* ClickUp.* Notion* Crm SoftwareDigital Project ManagementBusiness Process A ...

A small business needs help setting up Monday CRM + Automations. The task involves setting up a lead management system, calls, SMS, and emails. · Set up lead management system. · Set up calls. · Set up SMS. · Set up emails. · ...

We are looking for a reliable Zoho CRM specialist to help us with basic setup work for new client instances on an ongoing basis. · Zoho CRM setup and configuration. · Custom modules, fields and layouts · Web-to-lead/contact or Zoho Forms to CRM · ...

I need a steady flow of qualified appointments booked directly with commercial real-estate property owners. · You'll be working a targeted list of property owners that I supply. · ...

+We are looking for a skilled CRM specialist to fully set up and optimize our CRM system. · ++Set up CRM (Leads, Contacts, Deals, Accounts) · Build a clean and scalable sales pipeline · Create automations for follow-ups and status updates · Integrate tools where necessary (Zapier ...

Hello I need a simple crm setup to track outreach for business acquisitions. · This is not a sales funnel marketing crm or automation build. · It's a clean call log + follow-up tracker for two partners. · Hands-on experience with · Comfortable cleaning/importing Excel data · Fas ...

We are a · CPA firm and have a new law firm client. they use Meruscase software to track time. We need to link the invoicing from Meruscase so that it exports to quickbooks online. · Software Configuration Management · QuickBooks Online · ...

We are looking for a skilled freelancer to assist us in doing two separate integrations: Limited Salesforce QuickBooks custom object integration and a separate PandaDoc Salesforce integration. · ...

I'm looking for someone who's genuinely good with Notion to help me clean up my workspace, build a simple CRM, and create a couple of useful dashboards. · This is a small, practical setup (not a huge system), but I'd love to work with someone who understands how to design Notion ...

I'm looking for an experienced GoHighLevel expert to fully set up my business inside GoHighLevel from the ground up. · This is not a basic setup. · ...

We are looking for a Zoho CRM expert to review and improve our current setup. · Map a clear sales and service process in Zoho (Leads → Deals → After‑sales), then lock it in with stages and required fields so reps can't skip steps. · ...

A GoHighLevel specialist is needed to set up a professional webinar page in an account. · ...

We are looking for a long term partner that can design basic yet appealing quality snapshots for our clients on an outsourced basis. · ...

+Job summary · We need to move to salesforce from close CRM. We have a doc outlining all the reasons why we can share alongside our use case. · ++Ability to have sub accounts · Ability to record cold calls · Ability to tag the outcome of a dial with custom outcomes (eg call conne ...

I am looking for a Ghlp expert to set up my lead generation crm automation workflows. · Proven experience with Ghlp portfolio or case studies required · Experience integrating Meta Lead Ads & landing pages · ...

We need a complete end-to-end setup of Zoho One, with special focus on: · CRM with Job & Lead Tracking · ...

I need help setting up a CRM system for real estate deal tracking. · ...

Create a clean, structured way to manage leads and customers with HubSpot-based system for 7-day trial pipeline and automated email follow-ups. · ...

We're a business that's new to email marketing, · and we want to connect with our customers effectively. · We use HubSpot as our CRM, · and we need a specialist who can:Design and implement email sequences directly within or integrated with HubSpot. · Provide strategic guidance o ...

Mailing automation system developer to set up automated mailing funnels and calls with dynamic setup and execution of requests for contacts using various tools.Develop a system for setting up automated mailing funnels and calls. · The number of contacts will be over 1M+, executin ...