CRM Jobs

35 were found based on your criteria

  • Fixed-Price – Est. Budget: $75.00 Posted
    I need to have have a contract (saved as a PDF on a Podio item), automatically sent to Lob.com for mailing. I'd like to work with someone who can confidently setup a script that would accept a webhook from Podio, download the attached contract, then send it off to lob.com This webhook would be triggered by updating a "Status" field on the Podio item (ie using a category field and having "Send Contract in Mail") as an ...
  • Fixed-Price – Est. Budget: $30.00 Posted
    I would like to add a subpanel called "Transactions" which is linked as Child to Contacts Module - which is Master. -For each Contact can have many Transactions. -TransactionsSubpanel Table/grid includes this fields: 1. Contact's name (is also a link to contacts form) 2. Date Created ( when record was created) 3. Created by (who created record) 4. Action (is a dropbox with a list of actions, search for ​​ Contact_Actions_list ​ in CRM dropbox area ) 5. Action Status (list of action ...
  • Fixed-Price – Est. Budget: $150.00 Posted
    We need somebody who knows Zoho CRM well, and knows the most efficient way to set it up from scratch. We are using Zoho as a trial in the development of a new Sales branch of the company. You get a clean slate. We need your advice on the best way to lay out our pages, our reports, everything! Currently, we have a large 10-tab spreadsheet holding all our potential leads. There are contact details in there, and also notes ...
  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    We are a real estate company. We buy and sell houses. We just begin using a zoho crm system. We need some help with customization. So that we may more seamlessly work property files back and forth between team members.
  • Fixed-Price – Est. Budget: $5.00 Posted
    Confirm each of the items listed below functioning properly - Add users - Email communication and notification - Issue tracking - Address book
  • Hourly – More than 6 months – 30+ hrs/week – Posted
    The candidate for this position will handle a multitude of office administrative, bookkeeping, secretarial, and receptionist related tasks for a virtual real estate and property management company in the Denver, CO metro area. This is a full time position. Tasks include, but are not limited to: -Answering incoming phone calls through a VoiP phone system -Routing calls to appropriate persons within our company -Assisting the managing broker with email inbox management -Accounts payable -Running background checks on tenant applicants through ...
  • Fixed-Price – Est. Budget: $20.00 Posted
    We are having issues getting funnels built. We have the team to produce all of the content needed, but we are in of need someone to hook everything up together and make it functional I would like integration for Ontraport to handle everything and Click Funnels to host the landing and upsell pages. My feeling is that we really need someone that can handle the technical implementation of this. I look for long term relationships - have done a freelancer and ...
  • Hourly – Less than 1 week – 30+ hrs/week – Posted
    1. When a new user signs up, a Contact needs to get created in Zoho CRM. Every Contact has a unique UUID that system assigns. Contact can either be Host or Guest or Both. No separate flag is needed. This is FYI. 2. When a user lists his property, a new Account must get created. Unique UUID assigned to each property. 3. When a user sends a booking request, a Lead must get generated. A Booking request has three main ...
  • Hourly – More than 6 months – 10-30 hrs/week – Posted
    VA Work opportunity: Quick overview: We have many VA's working for us now, however we are looking for a VA that specializes in calling our buyers list to sell our rent to own homes in the state of GA & WA. We also have homes that are rentals only. Part time need. We prefer to hire 2-4 long term sales VA. Both VA’s would need to work no more than 1-3 hrs a day. We have an operating switchboard ...
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