Microsoft Dynamics Crm Projects

Zoho CRM Setup and configuration

We seek a CRM consultant to design and implement a Zoho CRM system tailored for my growing business. My business is a mortgage and insurance providers. We do not need very detailed version. We need to be able to add leads, followup leads, leads to client conversion, add properties and link them to clients, get reminders when remortgages are due..... The ideal candidate will have extensive knowledge of all core Zoho CRM modules including contacts, accounts, pipelines, and reports. They should be able to build customized automatic workflows, design engaging sales dashboards, and configure email and notifications templates. Please provide examples from past projects demonstrating your capabilities of designing and deploying full-featured CRM solutions for SMBs.

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Support with GSuite vs Microsoft 365

This project involves providing support and advice for setting up a new laptop desktop email and filing system while migrating from a Mac to Windows PC laptop. The client currently uses a Mac with their personal email linked to their company Gmail account accessed via the desktop mail app. However, the mail system has been archiving emails without notice. All files are currently stored in Google Drive. The goal is to establish a new system on the Windows laptop that allows centralized access to all emails, calendars and files both online and offline if needed. Options to consider include continuing with GSuite and syncing mail/calendars to Outlook or migrating completely to Microsoft 365. The work would involve assessing the current Google Drive/Gmail setup, evaluating the Microsoft 365 alternative, migrating files as needed, setting up the preferred email/calendar solution on the new laptop, configuring offline access and testing functionality. Considerable care will be taken to ensure a smooth migration that maintains all relevant email history, contacts and files. The client will be consulted to better understand their specific needs and preferences. A project timeline outlining key tasks and estimated timeframes will be developed and agreed upon. The aim is to have the new Windows laptop fully configured with a reliable and user-friendly desktop email/filing system integrating with their current online accounts and files.

CRM Sales Pipeline

I am looking for someone with experience in the creation of sales pipelines to both funnel prospects into customers and then to increase customer lifetime value and encourage reviews and referrals - from leads generated from the website (automatically) and other sources (possibly manually), plus also for bought-in databases that are sent out to "suspects" (What I like to think of as pre-prospects). We have not yet chosen the software solution for this client but I am looking for someone who knows how to use the normal ones used by SMEs and startups such as Zoho, ActiveCampaign and Mailchimp. I don't really know which are the best ones to use, but I do know that I dislike Hubspot and that Salesforce is expensive. Your hands on knowledge of various CRM platforms in the marketplace would be invaluable. You can work remotely from anywhere in the world but have to work UK days/times, so it is obvious that preference will be given to those working in the UK or a similar timezone. Content will be supplied as will assets but advice on how often to send at what stage in the lifecycle would be helpful. I want this to be automated and to grow with time. Knowledge of how to use the systems and/or AI to deliver optimal evolution on an ongoing basis would be interesting to hear about. I want to find a native English speaker who is happy to join Zoom video meetings with me, my team and the client as and when required. The work is likely to be ad hoc to begin with but could grow from there. Thanks for your interest in this project, and I look forward to hearing from you. Thanks, Steve PS I much prefer non-AI generated responses....

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Simplify and Rebuild ZOHO CRM for Basic Client Engagement

I’m looking for a UK-based ZOHO CRM specialist to help me strip back my current CRM setup to a much simpler version, focused solely on engaging and nurturing new clients. This is a very straightforward project — I do not need complex automation or multi-stage sales pipelines at this stage. I just want a clean, usable CRM setup for basic outreach and tracking, with the following features: Immediate Requirements: Strip back existing ZOHO CRM setup to the absolute basics Rebuild with a focus on: Email integration (with Outlook) Basic email broadcast functionality Clean data entry/view (I will supply the data – not a large volume) Basic process flows for new client engagement Near-Future Additions (Not for this phase but worth bearing in mind): WhatsApp integration LinkedIn integration VoIP integration Working Style: All work to be done on a screen-sharing basis via Microsoft Teams I want to observe and understand the steps being taken so I can manage and scale the CRM as it evolves This is a quick, simple job for the right person, and could lead to further development work down the line as we layer in more functionality. Thanks

Looking for a HubSpot EXPERT CMS/ CRM

I have a start-up business. We plan to use Hub Spot for CRM and sales lead management and customer sign-ups. Email marketing and business whatsapp Will have sales team to have their own login and add leads in the HubSpot CRM as well If you are fully versed with HubSpot and have experience to handle it then I like to hear from you. This is a one time set up requirement and training provided with 3 separate post set up sessions

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Importing CRM data from FreshSales into Monday

I need a freelancer who is able to work with data exported from FreshSales CRM (Account, Contacts, Notes, Tasks) and is able to import that data and set-up correctly in Monday CRM. To be considered, please state examples of your work on both FreshSales CRM and Monday CRM.

MICROSOFT PUBLISHER DESIGNER

This colour poster should summarise the main points of the Report / Compulsory Appendices and would serve as a high-level briefing document for use with potential clients. Remember that the Poster must be based on graphics and figures like process flows, not blocks of text.Size and Format – the size is A1, and the poster must be prepared in Microsoft Publisher form.

Stripe & HighLevel CRM Integration Expert

Job Title: Stripe & HighLevel CRM Integration Expert Description: I’m looking for a skilled freelancer who is experienced in integrating Stripe with GoHighLevel (HighLevel CRM). I currently have a list of products associated with my Spotify presence (e.g. merch, digital content, or music-related offers), and I’d like to route all purchases through Stripe and ensure every transaction is properly tracked and accounted for inside HighLevel CRM. Responsibilities: Connect and configure Stripe with HighLevel Set up products/offers in Stripe and/or HighLevel as needed Ensure purchase data is correctly captured in HighLevel (contacts, tagging, workflows, etc.) Troubleshoot and optimize any part of the payment or CRM flow Advise on best practices for managing purchases from external sources like Spotify Ideal Candidate Has: Proven experience with Stripe and HighLevel integrations Familiarity with digital product sales or merch (bonus if you've worked with Spotify-related products) Strong understanding of CRM automation and workflows Ability to work independently and provide clear documentation or handoff To Apply: Please include examples of past work where you've connected Stripe to HighLevel or similar platforms. If you’ve worked with product links from Spotify or other third-party platforms, let me know!

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Настройка агента в Microsoft Copilot Studio

Добрый день! Нужна настройка агента Microsoft Copilot Studio для автоматизации совещаний в Teams. (подробное ТЗ в файле во вложении). В компании у всех сотрудников доступ к Microsoft 365, у меня дополнительно к Copilot.

Account Creation Tool

I need Automated Account Creation Tool with Dynamic Device ID and IP Rotation. Could you help me with it? Regards

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Create CRM application

Create CRM application using ReactJS on FE, Java Springboot on backend as separate microservice, Postgres db and MS Azure for confidential appliation

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Database Design for our CRM

We require an experienced database designer to help optimize the backend architecture of our customer relationship management system. The current database which powers our Node.js based CRM platform is in need of restructuring to support scalability goals. The ideal candidate will have extensive experience designing relational databases using MySQL along with deep knowledge of database normalization techniques. As our systems see continuing growth, a redesigned schema is needed to accommodate more data and users efficiently. Some key objectives of this project include improving query performance, reducing data redundancies, enabling facets for advanced searching and reporting. The new model should follow best practices for security, integrity and maintainability. Applicants should detail their experience with comparable projects, outlining approaches taken to solve related challenges. Portfolios highlighting SQL design skills are encouraged. We welcome proposals from freelancers comfortable navigating both backend infrastructure as well as front-end CRM features.

Lead Generation & Business Development Specialist from India

We are seeking a results-driven Business Development & Lead Generation Specialist with expertise in email marketing and a proven track record of selling services in Microsoft Technology products. The ideal candidate will have strong experience targeting North American clients and generating leads for solutions such as Azure, Power Platform, SharePoint, and Office 365. Key Responsibilities: Lead Generation: Identify and qualify potential clients in North America through research, email outreach, and networking. Email Marketing: Create and execute targeted email campaigns to generate leads and nurture prospects. Business Development: Develop and maintain relationships with prospective clients, understanding their needs and offering tailored solutions. Pipeline Management: Track and manage leads through the sales pipeline using CRM tools, ensuring consistent follow-ups and engagement. Service Selling: Effectively communicate the value of Microsoft Technology services, including Azure, Power Platform, SharePoint, and Office 365, to potential clients. Market Research: Stay updated on industry trends, competitor activities, and client needs to refine sales strategies. Requirements: Proven experience in lead generation and business development, specifically in selling IT services. Strong understanding of Microsoft Technologies (Azure, Power Platform, SharePoint, Office 365). Expertise in email marketing tools and strategies. Excellent communication and interpersonal skills. Self-motivated and goal-oriented, with a track record of meeting or exceeding targets. Experience working with North American clients is a must. Preferred Skills: Familiarity with Azure, Power Platform, and CRM tools for pipeline management. Knowledge of IT service delivery processes. Strong analytical and problem-solving skills. Compensation: Competitive (based on experience and performance). If you have the skills and experience to drive business growth in the Microsoft Technology space, we would love to hear from you!

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3d motion grapic explainer vid (dynamic not static slides)

Please don’t send an AI-generated response stating you can do it. I want a real-world, detailed response after you've reviewed the video. If you just say "I can do it" without specifics, I won't respond. I'm looking for a video specialist, ideally an agency, but I will also consider giving the work to a highly experienced individual, who can create a 1 min 40 seconds. animated explainer video for my saas product with the same feel as the examples below. Here are a few videos I like: https://www.youtube.com/watch?v=vgQ6ZgjiJMM https://www.youtube.com/watch?v=lhG6p7xtkPE https://www.youtube.com/watch?v=aAvDI1qae-U https://www.youtube.com/watch?v=xNUx-rMGvvw Additionally, I really like the style of Google Gemini—very interactive and not just static images. I love the depth and vibrancy in their work: https://www.youtube.com/watch?v=4Leardp_AGc https://www.youtube.com/watch?v=_fuimO6ErKI I’m not looking for someone who just uses templates, as that results in a flat look. The video needs to have depth, color, and real visual impact. I’ve already provided the voiceover, music and a basic story board so the focus is on building the video around that. Please provide a direct link to a video that closely matches the examples above. If you don't have a similar video in your portfolio, I won’t be considering your application. Do not send your full portfolio—only the specific video that aligns with the examples I’ve shared. Only those with a relevant video will be contacted, and I will only respond if you provide the link. I receive too many responses from people claiming they can do it, but then only submitting stock images or templates.

CRM Module Implementation – UI & Controller (x2)

Develop two user interfaces and two corresponding controllers for our custom CRM system using Vue.js (frontend), Node.js (backend), and MySQL (database). Each UI will support full CRUD operations, filters, and validation. Ensure proper API integration, error handling, and secure data access based on user permissions. UIs must be responsive and align with existing design components. Controllers should follow RESTful standards and connect to MySQL using our current ORM or query builder.

Dance brochure and poster

AGX Dance is Hiring a Designer! We’re on the hunt for a creative designer to craft a bold, eye-catching brochure and poster for our latest dance package. If you’ve got a flair for dynamic, high-energy visuals and can turn things around fast—we’d love to work with you! Send your portfolio and rates Let’s create something amazing together!

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Sales person for an accountancy practice

We are seeking a dynamic and experienced sales professional to join our team and lead our company to the next level by finding customers in the UK. This is a long-term relationship and ultimately a partnership for the right person. Responsibilities: Identify and research potential customers in the UK market. Develop and execute effective sales strategies to attract new clients. Build and maintain strong relationships with existing clients. Negotiate and close deals with customers. Provide excellent customer service and support. Collaborate with the team to achieve sales targets and goals. Requirements: Proven experience in finding customers for an accounting practice. Strong sales skills and ability to build relationships. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Proficiency in Microsoft Office and CRM software. Experience in the accounting industry is a plus. If you are a motivated and results-driven sales professional with a passion for finding customers, we would like to hear from you. Please send your proposals explaining clearly your past experience in finding customers for an accounting practice. Do not send hourly rates or fix amounts for the project as if agreed the pay-out will be on a percentage of revenue generated from the end customer. Please when sending your proposals write the word Accounting on top of your proposal.

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Basic Laravel CRM Project

We need a basic Laravel CRM system built based on HMTL pages already completed. In short we have built all the front end pages in HTML and just need a php programmer to turn it into a working system. Assuming Laravel would be the best option but open to suggestions. I can provide link and a word doc with basic scope.

Someone to connect our Meta pixel to landing pages in our CRM

We've migrated to a new CRM system and need someone to help us connect our Meta pixel to our landing pages and track events

Convert work sheet

Hi, I would like to convert my worksheet into a Word document, and I need it formatted in a specific way. Here are the details: 1. Voice Writing Functionality: I want to be able to use the voice-to-text feature in Microsoft Word to dictate my writing. 2. Text in Boxes: When I dictate, I want the words or letters to appear within their respective boxes on the worksheet, without pushing down the content or altering the layout. The text should remain inside the designated boxes.