Search Results for: CRM Software

We need help with a project for our sales team. We are hiring three college interns for the summer and need assistance setting up Microsoft Dynamics 365 Sales, including Teams phone lines. Please let us know how long this project will take and what you can offer us. As a startup wealth management firm, we need to complete this as soon as possible.

Job Type: Hourly

Sales Leads Microsoft Dynamics 365 Microsoft Dynamics CRM Microsoft Power BI Microsoft Excel CRM Software Data Entry Power Query Microsoft Power Automate Microsoft PowerApps API Integration Microsoft Dynamics ERP Microsoft Azure Automated Wor

• 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 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

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

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

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

We are seeking a skilled freelancer to manage data migration and provide detailed customization for our new medical marketing CRM. The ideal candidate should have experience in CRM systems, especially within the healthcare sector, and be capable of ensuring a seamless transition of data while tailoring features to meet our specific needs. Your attention to detail and understanding of marketing str...

Job Type: Hourly

Data Entry Customer Relationship Management CRM Software Zoho CRM