ERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
featuredopportunitypre-fundedurgent
Webflow to Shopify rewrite with CMS/Ecoms of existing website
We are currently in the process of migrating a website from Webflow to Shopify. Using Udesly, we've already converted the website to Shopify. The front-end of the website has been smoothly transitioned, but we've encountered several issues that require the expertise of an experienced Shopify developer to resolve. Here are the problems: 1. The front-end is well migrated, but the connection to the theme editor is not correct. As a result, we are unable to edit content from the backend of the website. Therefore, the front-end requires to be properly linked to the theme editor. 2. Not all Webflow collections and existing functionalities were correctly migrated during the transfer. In summary, everything should be editable from the theme editor. This is how the website currently looks on the Webflow environment: https://www.evitavonni.com/. We need the website to be rewritten in Shopify to exactly match the current site but with CMS in shopify and ecommerce functionality. Before proceeding, we'd like to schedule a meeting with you to discuss the necessary tasks and hear your expertise on how you would approach this.
featuredurgent
Technical Architecture Contributions
Damyant software looking to build a solution architecture documentation Project Description: Dive into a cutting-edge infrastructure project designed for businesses looking to optimize their API management and enhance system reliability. We specialize in configuring and managing complex network setups involving Azure Load Balancers and Windows Failover Clusters. Our project aims to streamline operations and boost performance by effectively segregating API traffic and enhancing client-server interactions. Key Services Offered: API Traffic Isolation: Implementing advanced load balancer configurations to ensure API traffic is efficiently managed, avoiding unnecessary routing through Reporting Services. Direct Connection Setup for Clients: Facilitating direct connections for Rapid OA and GUI clients to a single PASOE instance, bypassing the load balancer for optimized performance. Failover Cluster Management: Utilizing Windows failover cluster for a robust active/passive deployment of critical services, ensuring high availability and system resilience. Custom Configuration: Tailoring interface patterns and endpoint configurations to meet specific client needs, with detailed planning and iterative enhancements. Project Highlights: Aligning with the latest technological standards, including updates to OpenEdge v12.8.2. Collaborating closely with industry experts and integrating feedback to refine our solutions. Preparing detailed designs for Azure Load Balancer settings, including necessary protocols and port configurations. Ideal for: Businesses in need of high-level API management solutions and failover strategies that require minimal downtime and offer maximum efficiency. Outcome: By partnering with us, you gain access to specialized knowledge and a tailored approach to managing your IT infrastructure. Expect improved system reliability, streamlined API traffic, and enhanced overall performance, aligning with the latest industry standards. Next Steps: Ready to optimize your API management and ensure your systems are failproof? Contact us today on PeoplePerHour to discuss your project needs and how we can achieve outstanding results together.
Looking 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.
5 days ago17 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.
5 days ago20 proposalsRemoteSuitecrm 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.
8 days ago14 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 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.
8 days ago18 proposalsRemoteopportunity
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
13 days ago73 proposalsRemoteopportunity
Gohighlevel Automation - Estate Agents Lead follow up
Good Evening, I need a Gohighlevel or similar automated workflow for my estate agents business, the work flow requires email parser, email & sms, conversational AI, appointment scheduling, calls and voicemails. I would like the buyer to be able to select a date / time to view a property then the system texts the owner (vendor) of the property to see if that time suits, if it does and they agree then the system confirms the appointment between the buyer and seller, if the seller cannot do that time it prompts them to suggest another time and sends back to the buyer, who hopefully will then agree. once agreed then the viewing is confirmed, if it still is not agreed then it prompts a call to our estate agency to mediate and organise the viewing appointment manually like we currently do. I am happy to do a zoom / discovery call to explain the steps and triggers Thanks Will
17 days ago18 proposalsRemote
Past Projects
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.
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
Organising information for mass Salesforce upload
We currently keep a log of all our company events via spreadsheet, but now need to clean up our event information in order to upload into Salesforce. The Salesforce fields have been created, but the speadsheet information does not correctly align with the topics in the CRM. This will be a combination of data clean-up, some research elements and reviewing the information already captured and allocating to the right "section".
opportunity
Create Program/App for Workflow and WhatsApp Customers
We are a pet cremation business and would like to be able to create a workflow program/app - We would like to enter customer and pet details in a program (Would be an advantage if this can export details to Sage Cloud but not essential) - We would like to add a job for a collection driver - Once the collection driver has collected they will mark the job as complete - This will then trigger an automated message 2 Hours after job completion (preferably WhatsApp) to the client It will be a global message but needs the ability to personalise some fields from the original customer & pet details - The fields to change would be the Pet Name, Customer Name, and if the Pet was a He or She - 24 Hours later or possibly at 8am the following morning another message is to be sent to the same client/job advising them they can reserve their reunite slot using our online booking system - Once the Reunite has been completed we will mark it as complete and this will trigger another message say 2 hours later asking for a review - Would be perfect if we can have the program/app able to add further requests later if we need to To help understand how the business operates this is the basic proceedure and we need the ability to automate the messaging task as this is very time consuming 1- Customer rings us to advise pet has passed away and if we can collect 2- We Create a job and send a collection driver to customer 3- Once collected driver rings office to advise of any special requirements and that the collection is completed 4- Approx 2 Hours later We send a Whatsapp or SMS message to the customer to let them know that their pet has been made comfortable 5- Within 36 Hours we contact the customer to let them know we can reunite them with their Pet 6- Once reunited we message the customer to ask for a Google or Facebook Review Please ask if you need any further infomation or clarification
opportunity
Dev req to Complete Dynamic Calendar Feature with vis.js
I am seeking an experienced developer to finalize the integration of a dynamic calendar feature into an existing web-based employee training management application. This feature should provide a monthly view, displaying completed events such as trainings, meetings, and feedback for each employee. It should also indicate the week number for each week, allow filtering by time period and event type, and dynamically reflect any changes in employee status, updating to show past events accurately. The application is developed using procedural PHP, MySQL, jQuery, and Bootstrap, and this new feature needs to be implemented following the MVC architecture utilizing OOP in PHP. Current Progress: MVC structure is already implemented in the project. Database connections are established, and PHP classes have been set up. vis.js has been integrated with an initial example configured. Initial attempts have been made to display a list of employees from the database on the page, but this is not completed. Requirements: Complete Employee List Display: Fetch and display the list of employees on the calendar from the database. Events Display and vis.js Customization: Fetch and display past trainings, team meetings, and feedback events on the timeline, corresponding to each listed employee. Customize event display in vis.js with distinct colors for each type of event: Blue background with a centered 'M' for Meetings. Green background with a centered 'S' for Schulungen (Trainings). Orange background with a centered 'B' for Bewertung (Feedback). Event Filters and Date Picker Implementation: Implement checkboxes to filter the timeline display by event type. Integrate a "Month and Year only" date picker to allow users to select which month and year to view. Real-Time Updates: Ensure the calendar updates dynamically when new employees are added or existing employees leave the company. Automatic Event Update Logic for Calendar Feature: Implement an automatic update mechanism that ensures past events are dynamically displayed in the timeline. Deadline: I need this completed within a maximum of 4 days. Tools and Technologies: MVC, OOP PHP, MySQL, PDO, vis.js, JavaScript, fetch API, HTML, CSS, Bootstrap.
Odoo Cloud Development
I want to set some rules for Odoo *CLOUD* version. e.g. to not allow negative QOH of products. Need somebody to help with this using automation rules and other queries during implementation.
opportunity
Developer Needed for CRM Integration Between Close and Reapit
We are a UK-based estate agency seeking an experienced developer to facilitate seamless integration between two Customer Relationship Management (CRM) systems we use: Close and Reapit. Our sales team utilizes Close CRM at the top of our sales funnel, while our fulfilment team employs Reapit for post-sale customer management and service fulfilment. The primary goal of this integration is to automate data flow between the two systems, ensuring data consistency and streamlining our sales and fulfilment processes. Detailed documentation for both CRMs’ APIs is available and will be essential for the integration development: Reapit Foundations: https://foundations-documentation.reapit.cloud/ Close CRM Developers: https://developer.close.com/ Example Key Integration Features: Opportunity Management: Automatically create a property and vendor record in Reapit when an opportunity is marked as won in Close. Synchronizing Notes: Ensure that contact notes added in either CRM are reflected in the other to maintain comprehensive records across platforms. Status Updates: Update the status of opportunities in Close in accordance with the property status changes in Reapit (e.g., from 'For Sale' to 'Sold Subject to Contract'). Automated Contact Synchronization: Sync new contacts between CRMs to ensure both systems have up-to-date customer information. Task and Activity Tracking: If a task or activity is marked as completed in one CRM, reflect this in the corresponding task or activity in the other CRM. Reporting and Alerts: Generate alerts for significant events or milestones reached in either CRM to ensure all team members are informed in real time. Requirements: Proven experience in CRM integration, especially with Close and Reapit. Strong understanding of RESTful API design and development. Ability to work with both CRMs’ documentation to develop a robust integration solution. Excellent problem-solving skills and attention to detail. Ability to communicate effectively in English and provide regular updates on project progress. Project Deliverables: A fully functional integration between Close and Reapit according to the described features. Documentation outlining the integration flow, setup instructions, and any maintenance guidelines. A brief training session for our team to understand how to manage and make the best use of the integration. Interested candidates, please submit your proposal including your experience with similar projects, your approach to this project, and an estimated timeline and budget. References or case studies of past work are highly appreciated.
opportunity
Sharepoint, Teams Expert
ood Morning I urgently need live help with understanding and working with sharepoint, Azure AD, Teams. We have moved our server into a site on Sharepoint and trying to share and use access rights to link with teams and sharepoint and one drive, but i have used access rights to allow a folder to be seen by a group and its just not appearing any where on the user im using. i have one site and then all folders in the site with a few documents at top level, i have given full access to everyone for 2 folders, i have then linked sharepoint of the site to Teams, however nothing is showing in teams. and if you open in new window it opens the whole server but i have added access rights. we also have setup teams to do this but both ways are not working. has to be live help now with an expert. RECENT UPDATE, I HAVE NOW WORKED OUT HOW TO REMOVE PARENT PERMISSION AND INHERENT AND HAVE REMOVED ALL ACCESS OTHER THAN OWNERS I CAN NOW ADD PER USER, NOT GROUP. NOT SURE IF POSSIBLE BUT USER BUT THE TAB FOR SHAREPOINT IS NOT LOADING IN TEAMS WITH THE DATA, BUT IF YOU RIGHT CLICK AND OPEN IN NEW WINDOW, IT OPENS SHAREPOINT AND DATA IS CORRECT THERE, ANY IDEAS?
Creating new fields in Salesforce
I am setting up a new instance of Salesforce and need some help in creating fields within products and opportunities to calculate gross profit. Is this something that you can help with? As we set things up I'm sure there will be other things we need help with so would be good to have a long term partner for Salesforce, this is the first one though and very important to us. Thanks Mark
Shopify: Page Error: "There Was A Problem With Our Checkout"
i need someone good on shopify to solve the following issue (see the attachement) in Shopify Page Error: "There Was A Problem With Our Checkout"
urgent
Power automate
We need your help to create a process where a: - Microsoft form is submitted with up to one image - Power automate turns that form response into plain text email which then goes to a specific email address or email addresses with an image if that has been included in the form response.
Odoo Custom Development
Our business uses Odoo online. We provide aged care services. We use subcontractors to perform the work. We are looking to increase the functionality of Odoo to manage these subcontractors. Some of the tasks needed include: - Vendor Portal: * Supplier self-registration (we currently use google form) * Sign Subcontractor agreement using Odoo Sign. * Supplier upload compliance documents with expiry date. We need to be notified when the documents are due to expire, as this is important. * Log Shift notes (currently Google Form) * Supplier upload invoices * Send new jobs to suppliers to see if they are interested/available. We have created Odoo forms on the website but we are not sure how to link them into Odoo to be useful. I will provide Google form and Odoo links directly to applicants. If our current licensing is not suitable for this then we are open to discuss what changes are needed. Kind regards
We are looking developer erpnext or odoo
Having plans to streamline our business processes, I'm in need of a proficient expert in ERPNext and Odoo. The professional should possess the following skills and experience: - We are interested in migrating to Odoo or erpnext open source and have several requirements: 1)We need to customize their database to suit our needs. 2)We are open to developing additional models as required. 3)We expect you to create APIs, or we can provide them for both push and pull functions. 4)Customizing reports according to our specifications is essential. 5)We will provide APIs with formulas for implementation either in the database or within the API 6 minimum experience 5 year itself for display purposes. If feasible, we are open to freelance or part-time arrangements. Please provide your expectations.
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Custom LMS Development for UK-Based Support Worker Agency
We are a UK-based company specializing in providing support workers to clients in the jobless sector. We are seeking an experienced web developer to design and develop a custom Learning Management System (LMS) from scratch tailored to our specific needs. The LMS should incorporate compliance checks, employee onboarding processes, and HR facilities seamlessly into its functionality. Key Features Required: 1. Custom Learning Paths: Ability to create tailored learning paths for different roles within our organization. 2. Compliance Checks: Automated compliance checks and reminders to ensure adherence to industry standards and regulations. 3. Employee Onboarding: Streamlined onboarding processes including document submissions, training modules, and induction materials. 4. HR Facilities: Features for managing employee records, performance evaluations, and leave requests. Additional Requirements: • User-friendly interface for both administrators and employees. • Integration capabilities with existing systems or APIs. • Mobile responsiveness for accessibility across devices. • Robust security measures to protect sensitive data.