ERP/CRM Development Projects
Looking for freelance ERP/CRM Development jobs and project work? PeoplePerHour has you covered.
QAD 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.
3 days ago10 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
4 days ago15 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.
4 days ago13 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.
9 days ago17 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
10 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.
13 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.
19 days 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.
19 days ago21 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.
22 days ago15 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.
23 days ago19 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
a month ago73 proposalsRemote
Past Projects
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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
DotNET ERP Specialist for Dev Env Troubleshooting in Module
We are seeking a highly skilled DotNET expert with extensive experience in ERP systems to troubleshoot and resolve a specific issue in our development environment. The problem is confined to 'Module A' of our DotNET-based ERP setup, where we encounter a recurring 'Path not found' error when attempting to load the module. The successful candidate will have a deep understanding of DotNET and ERP systems, as well as a proven track record of resolving similar issues. They will be able to analyze the code, identify the root cause of the problem, and implement effective solutions to ensure the smooth functioning of 'Module A.' The project duration is estimated to be three weeks, and the budget is set at $5,000. We expect the candidate to work remotely and provide regular updates on their progress. If you are a skilled DotNET expert with a passion for ERP systems and a strong track record of problem-solving, we encourage you to apply for this project.
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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
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".
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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
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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.
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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.