Search Results for: CRM Software

We’re a ballet academy preparing to transition away from a white-labeled CRM platform we’ve used for the past few months. This platform is built on Go High Level, and we are now ready to create and manage our own independent Go High Level account. We’re seeking an experienced freelancer to: Set up a new Go High Level account Rebuild or transfer our existing automations, funnels, and workflows Ensu...

Job Type: Hourly: $70.00 - $85.00

CRM Software Lead Generation Communications

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

I am looking for an experienced freelancer to help build out my Mojo CRM. The ideal candidate will have a strong understanding of CRM systems and be able to customize features, integrate with other tools, and optimize workflows. You should be able to analyze my current setup and provide recommendations for improvements. This project requires attention to detail and the ability to work independentl...

Job Type: Fixed price

Customer Relationship Management CRM Software Salesforce CRM PHP WordPress

I’m the founder of a fast-growing RCM & medical billing company that was launched just four months ago. We are currently seeking a proactive freelancer to engage in cold calling for B2B lead generation within the medical billing and revenue cycle management (RCM) sector. This is a commission-based, fixed-price project focused on calling 100+ medical practices from a provided list. Your role will b...

Job Type: Hourly

Phone Communication Appointment Setting Lead Generation Strategy Telemarketing Cold Calling Scheduling Outbound Sales Communication Skills Data Entry Communication Etiquette CRM Software Sales Strategy Medical Billing Customer Service

We are seeking a skilled and experienced Zoho Projects Consultant to help our team. The ideal candidate will be responsible for enhancing our project management processes by implementing and automating various components within Zoho Projects. The consultant will work closely with our team to ensure seamless integration and optimal performance of the project management system. High Level Deliverabl...

Job Type: Hourly: $20.00 - $80.00

Task Automation Zoho CRM Automation CRM Software Zoho Projects

We are looking for someone that is well versed with Podio. We have various issues in our Podio at the moment and we need someone to come in to help us sort it all out and optimize. We also need someone who would be able to develop and optimize drip campaigns alongside working on the smaller projects within our Podio that we need help on. If you have any questions or would like to know more, please...

Job Type: Hourly

Podio API Automation CRM Software Zapier Drip Marketing Campaign Setup

Implement Clio CRM and transfer existing processes from Lawmatics and Practice Panther.

Job Type: Hourly: $70.00 - $85.00

Customer Relationship Management CRM Software

Hi, I have some current automations I am using on make.com and integrate them with MailParser and Follow Up Boss. Can you help me take a look at it and make sure that the data fields are being imported correctly so that I can make tailored marketing follow ups that are geared towards the selected fields that the clients that I work with are entering? Best,

Job Type: Hourly

API API Integration n8n Automation CRM Automation Make.com Scripts & Utilities JavaScript Tech & IT Heroku Automated Workflow REST API JSON AI Code Generator CRM Software

I currently have an automation in Podio that will update my smrtphone call logs in a corresponding app depending on what number is used. I have another app where I would like to repeat that call log automation as well.

Job Type: Fixed price

Podio GlobiFlow CRM Software

Salesforce - Lead and Contact List Loading; data entry

Job Type: Hourly: $35.00 - $39.00

CRM Software Data Entry Salesforce CRM