Search Results for: CRM

• Set up and manage CRM workflows on Monday.com • Maintain clean, up-to-date customer data • Build automations with Make to boost efficiency • Customize boards, dashboards, and templates • Create reports to track performance and trends • Train team members and troubleshoot issues • Collaborate across sales, marketing, and support • Stay current and suggest improvements

Job Type: Hourly: $20.00 - $35.00

CRM Software

Schedule and confirm annual termite reinspections with existing customers. • Review customer reports in ServSuite to identify follow-up or upsell opportunities. • Manage and update my daily calendar with inspection appointments. • Reach out to leads (email/text/phone) to set appointments or gather interest. • Keep organized notes on outreach, appointments, and customer responses. Experience with C...

Job Type: Hourly: $8.00 - $30.00

Phone Communication Lead Generation Cold Calling Email Communication Data Entry Google Calendar SuiteCRM CRM Software Appointment Scheduling

We are a small franchise organization looking for an experienced Zoho Desk specialist to set up a customer service ticket system for us. We need to support two different groups — our customers and our franchise owners — and handle incoming communications from multiple channels. **Scope of Work:** - Set up Zoho Desk from scratch for a small business/franchise model - Create and configure two depart...

Job Type: Fixed price

Remote IT Management Zoho Books Business Analysis Zoho Creator Business Process Automation Zoho Sprints Zoho Desk Technology Management Solutions SIMS Zoho Projects Zoho Analytics Project Management Business Process Management Zoho CRM Automa

Seeking expert in Salesforce to advise on next steps for successful Salesforce integration and plan for team buy-in while completing in-progress process flows. This contractor would create a project plan to recommend next steps based on the current state of Salesforce environment, in order to meet specified business goals. We will kickoff with a discovery phase, engaging with key stakeholder to un...

Job Type: Hourly: $70.00 - $95.00

Implementation Salesforce CRM Project Management

Virtual Assistant – Client Communication & Scheduling (US Hours) We’re a small but growing service-based business looking for a warm, dependable, and detail-oriented **Virtual Assistant** to join our team. This role is ideal for someone who communicates clearly, is comfortable on the phone, and enjoys helping people—especially during times when they may be stressed about health and home concerns. ...

Job Type: Hourly: $20.00 - $30.00

Administrative Support Phone Communication Scheduling Virtual Assistance Email Communication Communications Customer Service

Job Title: Systems Integration & Marketing/Sales Contractor Location: Remote (with potential for occasional meetings based on time zone compatibility) Contract Type: Short-Term Contract (with potential for extension) Industry: Travel & Tourism We are a Colorado based boutique tour operator seeking a skilled contractor to streamline our technology stack by integrating Salesforce with our bo...

Job Type: Hourly: $75.00 - $100.00

Implementation Salesforce Business with 10-99 Employees Business with 1-9 Employees Business with 100-999 Employees Business with 1000+ Employees Salesforce CRM Customer Relationship Management

We have recently launched Netsuite at the beginning of February and are currently running all of our financials through the software. We are looking for help with custom fields, reports, and technical error corrections.

Job Type: Hourly: $45.00 - $45.00

Implementation Business with 10-99 Employees Business with 1-9 Employees Oracle NetSuite Salesforce CRM Hospitality & Tourism Finance & Accounting Travel & Hospitality

We recently migrated our SQL Server for Dynamics to a new domain / VM. Post migration we are having permissions issues with the databases and dynamics application. We need someone who is experienced in Dynamics and SQL server for this and ongoing support.

Job Type: Hourly: $50.00 - $180.00

SQL Microsoft SQL Server SQL Server Integration Services Microsoft SQL Server Administration Microsoft Dynamics CRM Windows Server Microsoft Dynamics ERP

I am seeking a skilled professional to manage my Site Ground website and KEAP CRM. The ideal candidate will be responsible for ensuring the website runs smoothly, performing regular updates, and optimizing performance. Additionally, experience with KEAP CRM is crucial for managing customer relationships, automating tasks, and streamlining communications. If you have a strong background in website ...

Job Type: Hourly: $15.00 - $35.00

Data Entry Web Development Customer Relationship Management WordPress PHP

We are a picture framing company in business for over 40 years. We have certain processes and software in place but we need a re-engineering of our rev ops to reimagine a better functioning businsss and customer experience. We are looking to create our tech stack and manage the main aspects including a CRM, ERP, and Customer Portal Looking for someone to take a broad look and assess

Job Type: Hourly: $50.00 - $110.00

CRM Software ERP Software Customer Experience Manufacturing