Search Results for: CRM

We are seeking a skilled freelance data analyst to assist us in analyzing exported CRM data to uncover trends by customer account. The ideal candidate will help us transform raw data into actionable insights that drive our business forward. You should possess a strong analytical mindset and be proficient in data visualization tools and statistical analysis. If you have experience in CRM data analy...

Job Type: Hourly

Data Analysis Data Mining Data Entry Data Visualization Microsoft Excel

We are in the process of acquiring a routine service-based business that currently manages operations using FileMaker. We’re seeking an experienced freelancer to extract all relevant data and prepare it for migration into a modern CRM platform such as Jobber, ServiceTitan, or BuildOps. The business operates with three main modules: Bids (quoting and proposals) Work Orders (scheduled and completed ...

Job Type: Hourly

Data Migration Data Scraping CRM Software Claris FileMaker Database Microsoft Excel

We are looking for an expert Virtual Assistant who is proficient in Zoho CRM Plus and has experience in real estate wholesaling, disposition, and due diligence. The ideal candidate will support our team in managing leads, conducting property analysis, and ensuring seamless communication with clients. Strong organizational skills and attention to detail are essential for this role. If you are passi...

Job Type: Hourly

Data Entry Customer Relationship Management Communications Zoho CRM

One hour of Salesforce CRM help. Sync contacts with iPhone and otherf GUI mods

Job Type: Hourly: $85.00 - $125.00

Salesforce CRM

We are seeking an experienced Executive Assistant with a strong background in the Construction Management industry. The ideal candidate will be adept at managing schedules, coordinating meetings, and handling correspondence. You will play a crucial role in supporting executives and ensuring seamless office operations. Familiarity with construction terminology and project management software is a p...

Job Type: Hourly: $25.00 - $30.00

Communications Administrative Support Project Scheduling Proposal Writing Report Writing Microsoft Excel Scheduling Email Communication Executive Support Salesforce CRM Procore CMiC Project Management

About the Role: We're looking for a detail-oriented, analytical, and organized team member to help us gather and organize data from multiple platforms including Podio, CallRail, smrtPhone, and others. Your main goal will be to create clear, accurate Excel spreadsheet scorecards that help us better understand and act on our data. Key Responsibilities: Scrape, extract, and organize data from Podio, ...

Job Type: Hourly: $10.00 - $20.00

Data Entry Administrative Support Microsoft Excel CRM Software Google Docs

We are seeking a detail-oriented data entry specialist to assist with updating records in our classical music industry-specific CRM, Overture. Your primary responsibilities will include correcting existing records as identified by us, and sourcing updated contact information to ensure our database is accurate and up-to-date. Familiarity with CRM platforms is essential, knowledge of the Western cla...

Job Type: Hourly

Data Entry CRM Software Accuracy Verification Microsoft Excel Administrative Support

Seeking an experienced super-user in Emma Email Marketing and Livestorm with expertise using Salesforce integration to provide one-on-one training. Topics will include: -Ensuring integrations stay up and running -Maintaining consistent user and contact data across programs -Creating reports with integrated data sources -General Salesforce data maintenance and reporting -Troubleshoot issues and off...

Job Type: Hourly: $40.00 - $62.00

Data Entry Salesforce CRM Email Marketing Email Campaign Setup Campaign Monitor

Looking for Insurance Admin or Ops Staff to Walk Us Through Day-to-Day Manual Tasks Description: We’re building automation tools for the insurance industry and are looking to speak with people who actually perform the manual, repetitive tasks involved in daily operations. This is not a strategy or consulting role — we’re looking for someone who has firsthand experience entering data, handling form...

Job Type: Hourly: $25.00 - $100.00

Data Cleaning Data Entry ERP Software Accuracy Verification CRM Software Medical Records Software Microsoft Excel Error Detection

Scoop Dogg is a fast-growing local pet waste removal brand. We’re looking for a sharp, reliable virtual assistant to help us manage our CRM (Sweep&Go), assist with customer communication, and keep our leads and follow-ups organized. This is an ongoing, part-time role with flexible hours and opportunity to grow.

Job Type: Hourly: $12.00 - $18.00

Data Entry Customer Service Email Communication Administrative Support Communications Virtual Assistance CRM Software