ERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
Modify and Enhance Existing Laravel PHP Rental Software
I already have a Laravel Software to manage tenants. I want to add more features to it. Here is the software demo link- http://demo.smartwebinfotech.site/smart-tenant-saas/ I want to add Lead Management System Rental Reminders Tenant Dashboard Compliant Management & More.
8 hours ago46 proposalsRemoteSetting up a custom Zap to link Pipedrive with Asana
I'd like to create a custom Zap that does the below - takes information from Pipedrive (including custom fields) - then adds a task (with named sub-tasks - ideally with descriptions within these sub-tasks) - this will be added to an Asana project into a particular section within thi Currently, I can't seem to get the sub-tasks working or figure out how to get the custom fields, which is why I am looking to outsource this part. Depending on how the project goes we may have a need for further custom zaps to be set-up
20 hours ago9 proposalsRemoteopportunity
Cyber security
I need to SECURE a company laptop for engineers who work remotely. This laptop needs to have all SECURITY for the company in order the engineer potentially not be able to copy the companies new software via any source including USB or online drives such as OneDrive, Google Drive, dropbox et cetera Also the data on the Github should not be possible to take to another source or duplicate Please propose what technology and mechanisms use. If you are in London can bring the laptop and if you are outside London you need to do it via Team Viewer/remotely Please give a quote. Thank you
2 days ago4 proposalsRemoteopportunity
Transactional Emails via Brevo/Zapier
We would like a transaction email to be sent to a client upon their case being reviewed by our team. A task such as 'Case Review' would be completed on our CRM - following this, we would like a transactional email to be sent out to the client, which will continue to be sent every 48/72 hours (or up to 10 emails) until the client uploads the information we need into a gravity form that we provide. The gravity form asks for the clients email address, which can then be used to stop the automation of further emails. We use for current flow/automations CapsuleCRM Zapier Brevo It would be great to get this done as soon as possible - therefore price and timescale is needed.
3 days ago24 proposalsRemoteCRM and APP development project
What we have currently? We have Microsoft Power App Dynamics CRM solution as our main database for customer interactions. We also have a linked Microsoft Web Core Application which is known as a planner tool which interacts with our Microsoft Dynamics CRM. The planner tool works with 1 part of our Dynamics solution which jobs that are self-delivered. We need someone with comprehensive experience with these systems to support with ongoing development.
7 days ago35 proposalsRemoteWeekly Reporting Specialist for Monday.com CRM
We are looking for a skilled freelancer to create weekly reports for our Monday.com CRM system. Our team of 20+ professionals uses Monday.com to manage sales and leads, and we need detailed reports on their weekly activities and performance. Responsibilities: • Generate detailed weekly reports from Monday.com CRM, summarizing the activities and performance of 20+ team members. Track and report on key metrics including: • Number of call backs made • Sales completed • Changes made to each lead • Ensure reports are itemized and provide clear insights into individual and team performance. • Deliver reports in an email format to the directors of the business every Monday. • Ensure accuracy and timeliness of the reports. • Collaborate with team members if necessary to gather complete and accurate data. Requirements: • Expert with Monday.com CRM. • Strong attention to detail and accuracy. • Excellent data analysis and reporting skills. • Strong communication skills, particularly in email format. • Experience in a similar reporting role.
7 days ago19 proposalsRemoteQAD MFG PRO Programmer
I seek a highly skilled QAD MFG PRO programmer with extensive experience developing business applications and maintaining the .NET version environment. The ideal candidate will possess a deep understanding of QAD's architecture and capabilities. This intermittent work involves creating solutions to streamline operations and improve workflow efficiencies. Past projects include developing an inventory management module to optimize production planning and building an order tracking system to enhance customer service. The programmer should be well-versed in QAD's development tools like MFG/PRO IDE, SQL Server. Responsibilities writing code, testing, debugging, and documenting. The ability to troubleshoot complex issues independently and find innovative solutions is important. Experience working with multinational clients and handling varied timelines and priorities is preferred. This is a flexible role where the selected programmer will work remotely on an as-needed basis. The goal is to leverage your expertise to help changing business needs through customized QAD solutions. If you have a proven track record of delivering high-quality work on schedule, please indicate your hourly rate and availability. I look forward to reviewing your qualifications and experience.
13 days ago12 proposalsRemoteopportunity
Zoho One integrations and changes required
Hello! I am looking for some one that has experience working with the full suite of Zoho apps to create a number of links / changes to the apps to streamline and cut make on admin work for the users. please see attached link to my google drive which contains a file with short videos of the requirements I need. I want to know firstly if its possible to achieve, how it would be achieved and a price for the change or integration. I DO NOT want any subscription or retainer based costings I want to be able to send a project to you, you tell me a price for the that project and we work on a case by case basis. Obviously, if you are good and we work well together, you will be my go-to guy for other changes in the system going forward. https://drive.google.com/drive/folders/1twgFRFjXqbRVhtJIyRDsLg51wkkj045q?usp=sharing
14 days ago16 proposalsRemoteopportunity
Funraisin API connection to Dynamics 365 CRM
We are seeking a skilled freelancer to establish a seamless connection between our new fundraising platform, Funraisin, and Dynamics 365 CRM (HIVE). Funraisin will provide an endpoint, and our objective is to ensure that the data generated from this endpoint is accurately mapped and transmitted to the appropriate fields within HIVE. To facilitate this connection, we have provided a link to the Funraisin support hub, which offers comprehensive guidance on the required endpoint setup. This link can be found here: [https://support.funraisin.co/blog/connecting-to-your-funraisin-api]. We are looking for a freelancer with experience in integrating APIs and data systems, specifically with Dynamics 365 CRM. The freelancer should possess a deep understanding of API protocols, data mapping, and troubleshooting to ensure a smooth and reliable connection between Funraisin and HIVE. The project scope includes the following tasks: - Consult with Funraisin support to understand the specific requirements and guidelines for connecting to their API. - Configure the necessary settings and permissions within Dynamics 365 CRM to establish the connection with Funraisin. - Develop and implement the data mapping between Funraisin and HIVE, ensuring that all relevant fields are properly synchronized. - Conduct rigorous testing to verify the accuracy and reliability of the data transfer. - Provide comprehensive documentation and support materials to facilitate future maintenance and updates. We anticipate a timely and successful completion of this project, and we are open to discussing any additional requirements or preferences you may have. If you are a skilled freelancer with a passion for API integration and data management, we would love to hear from you. Please submit your proposal, including your relevant experience, qualifications, and a breakdown of your approach to the project, for consideration.
14 days ago14 proposalsRemoteCMR Development
We are seeking a skilled freelancer to enhance our existing CMR system, which is built on Microsoft Dynamics. The project involves improving the system's functionality and user interface to ensure seamless data management and reporting. Additionally, we require the development of an APP or similar platform that our employees can use to conduct their weekly vehicle inspections. The freelancer should have a strong understanding of Microsoft Dynamics and mobile app development, with experience in creating user-friendly interfaces and integrating complex systems. The project requires a collaborative approach, with regular communication and feedback to ensure the desired outcomes are achieved. A sample vehicle inspection document has been provided for reference. If you are interested in this project and have the required skills and expertise, please submit register your interest. We look forward to collaborating with a talented freelancer to improve our CMR system and enhance our operations. Please note we can provide a full specification of the areas of development for our CRM. Budget has not been set as yet.
19 days ago18 proposalsRemoteFix CRM setup and add more pipelines
Fix Pipedrive and Facebook leads ad form connection Check automation scenarios on Make.com and create new scenarios such as Gmail ai drafts in email Make new pipeline in pipedrive to track my violin ads from facebook if possible Connect facebook violin ad account with pipedrive and reconnect to the Seasons art class account Automatically Reply to Instagram Reel Comments with Manychats
20 days ago12 proposalsRemoteopportunity
Shopify - Xero
A freelancer is sought to develop an integration between Shopify and Xero accounting software. The project aims to link draft orders placed in an online store with corresponding customer invoices in Xero. Once payment is confirmed in Xero, the integration will trigger the order status in Shopify to update to "live", allowing fulfilment to proceed. The developer will be responsible for configuring API connections between the platforms and scripting the automated workflow. Experience with Shopify and Xero APIs as well as proficiency in languages like PHP, Python or JavaScript is essential. Respondents should clearly demonstrate their technical qualifications for seamlessly linking e-commerce and accounting systems through programmatic order updates.
23 days ago43 proposalsRemoteLooking for a CRM consultant
Description: We are seeking a highly skilled CRM consultant to join our team and collaborate on the development of workflow recommendations for our rapidly expanding company. Our goal is to create an efficient platform creating powerful marketing automation workflows, and integrating our CRM to supercharge our sales and marketing efforts. Key Features • Client Portal: Easy-to-access, customizable dashboard with activity updates and essential tools for communication, collaboration and branding. • Onboarding Automation: Streamlined forms, welcome packages, contracts, and payments. • Online Scheduler: Calendar integration for appointment management. • Surveys: Immediate and follow-up surveys for client feedback. • Funnel Building: Lead generation processes for client acquisition. • Email and SMS Marketing: Automated campaigns for client engagement. • Social Media Management: Brand visibility and client interactions. Responsibilities The consultant will: 1. Detail the optimal client workflow with a flow chart. 2. Articulate how each workflow phase will be impacted and automated. 3. Discuss the scalability of the solution for future long-term growth. If you are a skilled CRM consultant with a passion for driving efficiency and growth, we encourage you to apply for this exciting opportunity.
a month ago18 proposalsRemoteopportunity
Netsuite - Development
We use Netsuite now for our CRM and need some help with setting up the below list in the system. • Integrate website leads into NetSuite ( with allocation permission remaining with the Sales Manager) our website is on a Shopify platform. • Manual entry of leads received from a direct call. • Visibility of the lead/deal journey • Ability to highlight hot jobs for the month over a certain $$ value. • Reporting matrix ( Spend less time reconciling spreadsheets and more time strategizing) • Set up templates for standard proposals, so that the sales team can add items out of the system and send out of the system.
a month ago21 proposalsRemote
Past Projects
Need a .net app which can upload files using user's one drive
We have a web application written on Net Core, and we have to upload files using a logged-in user's one drive (SSO Authentication exists) to the web by letting him choose a file to upload. If you have done this before, please submit a proposal. PLEASE JUST DON'T COPY FROM CHAT GPT.
opportunity
Remote Managment - Bitrix
We need to arrange for training and appoint a manager to ensure that the staff comprehends the Bitrix CRM and sales functionalities, including the ability to effectively follow up on sales leads, manage them, and organize the entire organization. This training and managerial oversight will be required for a duration of one month.
Suitecrm for realestate
We are looking for a Suitecrm expert to implement and customize Suitecrm for our real estate business. The project includes the following tasks: 1. Implementation of Suitecrm with the required modules and features for real estate management, including lead generation, property listings, customer relationship management, and reporting. 2. Customization of Suitecrm to meet our specific business needs, including custom fields, workflows, and reports. 3. Integration with other third-party applications such as email marketing platforms, accounting software, and property listing websites. 4. Training our staff on how to use Suitecrm and provide ongoing support and maintenance. The ideal candidate should have extensive experience with Suitecrm implementation and customization, as well as a strong understanding of real estate management processes. They should be able to work independently and as part of a team, and have excellent communication and problem-solving skills. If you are a Suitecrm expert and are interested in this project, please submit your proposal with a detailed breakdown of the tasks you will perform, your estimated timeline, and your pricing. We look forward to hearing from you.
opportunity
Transactional Emails via Brevo/Zapier
We would like a transaction email to be sent to a client upon their case being reviewed by our team. A task such as 'Case Review' would be completed on our CRM - following this, we would like a transactional email to be sent out to the client, which will continue to be sent every 48/72 hours until the client uploads the information we need into a gravity form that we provide. The gravity form asks for the clients email address, which can then be used to stop the automation of further emails. We use for current flow/automations CapsuleCRM Zapier Brevo It would be great to get this done as soon as possible - therefore price and timescale is needed.
Build a flow to update customer when a case is changed
In Salesforce we need someone to build a flow to update primary contact on an account when ever a case is changed
opportunity
Simple ERP/CRM system for Aesthetic Clinics
Hi, looking to develop a simple, quick-deployed, ERP/CRM system to record clients, invoices and treatments for our clinics of aesthetic medicine. We would like to start with basic functionalities and add more over time, ongoing. That's also why we like Retool or similar software. I attach a draft E-R model and basic user cases. Thanks, Edo