Cickup Expert to Help Set up CRM

We are looking for a CRM Expert to help us choose and set up a user-friendly and affordable CRM software. · ...

Setting up CRM and Automations · Small business needs help setting up Monday CRM + Automations Need to setup lead management system calls sms emails · ...

We need somebody who can get our Monday CRM working just the way we need it. · Tons of stuff we could do better if someone who actually knows this helps us tune it. ...

Hello, I would like to get an estimate of how much it would cost to set up a Zoho One CRM configuration for my company. We are an insurance agency, and I need each new lead or client to have the ability to select the type of policy they have with us: life insurance, health insura ...

We are looking for a reliable Zoho CRM specialist to help us with basic setup work for new client instances on an ongoing basis. · We are an Australian marketing and CRM implementation agency working mainly with B2B and agribusiness clients. · Strong practical experience with Zoh ...

Necesito un flujo constante de citas programadas directamente con propietarios comerciales. Las llamadas serán exclusivamente business-to-business; la única métrica importante para mí es cuántos tomadores de decisiones consigues en mi calendario cada semana. · ...

We are looking for a skilled CRM specialist to fully set up and optimize our CRM system. · Set up CRM (Leads, Contacts, Deals, Accounts) · Build a clean and scalable sales pipeline · Create automations for follow-ups and status updates · ...

We are using Zoho CRM and ERP, and we need to customize it to make it easier to use for our purpose, including: · - Create a customized module (i.e. Kiosk or Zoho Flow) to easily intake information in the CRM following our criteria. · - Create the workflows to categorize differen ...

Looking to implement a new CRM for a brand new company, with some unique workflow requirements. · We're an online magazine publishing company that has three distinct use cases for this CRM - as both a lead and sales pipeline/management tool, but also a project-based tracking tool ...

Email Funnel & Wix Automation Specialist (Remote) · I'm looking for someone who can set up and manage an email funnel inside Wix to help organize leads, automate follow-ups, and manage call bookings. · What I Need: · • Set up automated email sequences in Wix · • Connect Wix forms ...

We are a CPA firm and have a new law firm client who uses Meruscase software to track time. · Software Configuration Management · ...

We are looking for a skilled freelancer to assist us in doing two separate integrations: Limited Salesforce QuickBooks custom object integration and a separate PandaDoc Salesforce integration. · Salesforce CRM · Salesforce Lightning · ...

I'm looking for an experienced GoHighLevel expert to fully set up my business inside GoHighLevel from the ground up. This is not a basic setup. · ...

I'm looking for an experienced GoHighLevel specialist to quickly set up a professional webinar page in my GoHighLevel account. · ...

I'm looking for someone who's genuinely good with Notion to help me clean up my workspace, build a simple CRM, and create a couple of useful dashboards. · ...

We are looking for a Zoho CRM expert to review and improve our current setup. The ideal candidate will have experience with Zoho CRM and automation. · ...

We are seeking a motivated cold caller to help us schedule appointments and follow up with leads using our CRM system. The ideal candidate will have experience in cold calling, strong communication skills, and familiarity with CRM tools. Your role will involve reaching out to pot ...

We are looking for a long term partner that can design basic yet appealing quality snapshots for our clients on an outsourced basis. · Email Campaign Setup · CRM Software · ...

We need to move to salesforce from close CRM. · We need help setting it up to fit our needs. · Main requirements/ use cases:,Ability to have sub accountsAbility to record cold callsAbility to tag the outcome of a dial with custom outcomes (eg call connected, conversation, positiv ...

We need a complete end-to-end setup of Zoho One with special focus on: · CUSTOM SALES PIPELINE WITH STAGES FOR INCOMING LEADS ESTIMATES SENT JOBS WON LOST IN PRODUCTION COMPLETED INSTALLED WORKFLOW AUTOMATION TO SEND FOLLOW-UP REMINDERS FOR ESTIMATES AND DORMANT LEADS ABILITY TO ...