CRM Jobs

56 were found based on your criteria

  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    We are looking for assistance to set up Zoho People. The number of employees in the system would be 10.
  • Hourly – 1 to 3 months – 30+ hrs/week – Posted
    We are looking for someone to provide executive assistant services in a trial basis for the next month, and possibly more if we establish a good working relationship and mutual trust. The primary amount of work will be focused on managing a calendar and scheduling appointments in a CRM system. We would then connect you as an assistant with one of our clients in a longterm working relationship, providing staff meetings, one-on-one coaching, performance reviews, and professional development as part ...
  • Fixed-Price – Est. Budget: $500.00 Posted
    Export of all data (except Users) from Sugar CRM (MySQL), import into Odoo (PostgreSQL), preserving existing relationships. Relatively small Sugar CRM installation of c. 500 accounts, 600 contacts, 70 opportunities. Both Sugar CRM install and Odoo installation are hosted in AWS.
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    Looking for an experienced web researcher / data entry assistant to work on the following project. We have a database of professional contacts which includes first name, last name, company name, company phone number etc. We want to flesh this out with: * email address * direct phone number * office address * Linkedin profile and a few other details. You will be given access to the details that we have and then the task is to find as many of the additional details as ...
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    We are looking for an Insightly CRM expert to configure insightly for our: 1. service business in the construction industry with project management requirements, sub contractors, follow up services, job documentation and contracts. 2. ecommerce sales business We want you to review our requirements for the crm and then advise on the best way to configure and use to achieve our desired results. After reviewing your advice we want you to implement the suggested work. Please include the words - crm ...
  • Hourly – 3 to 6 months – 10-30 hrs/week – Posted
    We are a home services franchise currently using Zoho CRM system to track sales and manage customer relationships. We are looking for someone to design a similar system for us that would be hosted on our server and exclusive for our use - we would own the platform. CRM System will need the following sections: 1. An area to manage leads from our websites 2. An area to manage sales & support of Franchisees 3. An area top manage sale of Work ...
  • Hourly – 1 to 3 months – 10-30 hrs/week – Posted
    Here is a list of the types of things I would like to have a virtual assistant do: Expenses. I would text or email receipts with notes to fill out my expense spreadsheets. Meeting prep. Online research and prepare a "book" for sales meetings and/or trips. Send the printouts by section to my printer Enter PE firms and portfolio companies into Zoho - Monitor news agencies for any news about a PE client or portfolio company or acquisition. -Then update ...
  • Hourly – Less than 1 month – 10-30 hrs/week – Posted
    I want someone who has previous experience setting up Zapier to help me configure the following: - Zoho CRM -> Call Rail All NEW calls get placed as a LEAD on zoho. - Zoho CRM -> Docusign All documents get saved as attachments within the ACCOUNTS on zoho - Zoho CRM -> Freshbooks - Make new Client / Project in Freshbooks once job in WON in zoho
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