CRM Jobs

58 were found based on your criteria

  • Fixed-Price – Est. Budget: $4,000.00 Posted
    Hi there, See all project details (including a video that will make it easier to understand the project's aim) here https://drive.google.com/folderview?id=0B7BOw0jhHayIRkg4MDdlUXd5cU0&usp=sharing Offers will be accepted only with providing the following: 1. The name of the software (or softwares) you offer to use that answers the full specifications below. 2. If there are any functions that can not be provided. 3. The experience you have with similar projects 4. Cost of development ...
  • 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 ...
  • Fixed-Price – Est. Budget: $500.00 Posted
    1. Setup Custom Object, Data Migration 2. Develop Algorithm to Find Matches -> Automatically use fields from the case, to identify characteristics -> Identify potential good fits (using business rules/ logic) -> Visual-force page, or similar - to add media partners -> Button, to attach to Case & Integrate.com -- Part A) ACCOUNTS/ CUSTOMER TYPES FOR MEDIA PARTNERS New custom object - Partners, or similar Currently in Accounts, Customer Type BIS -> Customer/ Client SID -> Media Partner One Time Import/ Export - Data Migration TBD Part B) QUICK RUN ...
  • Fixed-Price – Est. Budget: $250.00 Posted
    Phase 1: Setup for Case Management - Customizing Fields - Customizing Case Page Layouts - Creating Email Templates - Defining Assignment Rules - Setting Up Auto-Response Rules - Setting Case Escalation Rules - Capturing Cases from Your Website - Capturing Cases from Customer Emails - Customizing the Case Sharing Model - Setting Up Case Teams Expected Delivery Date: March 2015
  • Fixed-Price – Est. Budget: $500.00 Posted
    We are looking for a SuiteCRM 7 programmer that can integrate DocuSign for digital signatures into the CRM interface. We would like the ability to pick a client and be able to automatically populate fields in contract(s) with client data from the CRM, then convert it to PDF and email it to the client for their digital signature using DocuSign. We would also like the CRM to log and request the status changes of the envelopes from DocuSign to ...
  • 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
  • Fixed-Price – Est. Budget: $700.00 Posted
    SuiteCRM / Sugar CRM expert needed to build CRM. I will pay hourly for the work. -Add special fields to create lead -Create Admin overall the CRM -Create Verifier role log-ins -Create Management Groups role for log-in -Create Sales Rep role for log-in -Create billing module -Create material module with word doc, .wav files etc
  • 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 ...
  • Fixed-Price – Est. Budget: $30.00 Posted
    We are a new company and need a complete CRM to be built. I have the content to input approx 2000 companies. Each company will have 3-4 points of contact With sub catagory of employees direct marketing recording Wanting the following metrics Intuitive and easy to use and grasp Solution must be flexible to later stage addons such as cloud, mobile Evaluation tools with reporting and analysis with notes based on company and company contact Multi channel personalised marketing with ...
  • Fixed-Price – Est. Budget: $20.00 Posted
    SugarCRM community When importing new leads, we need it to check for duplicates based on "phone number". Here is what we found that may provide a solution... http://techs.studyhorror.com/sugarcrm-custom-field-duplicate-checking-import-i-102 http://developer.sugarcrm.com/2011/11/08/whats-new-in-sugar-6-3-import-duplicate-fields-checking/
loading