CRM set up

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. ...

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 · ...

Hello Upwork - I need a simple CRM setup to track outreach for business acquisitions. · This is not a sales funnel, marketing CRM, or automation build. · It's a clean call log + follow-up tracker for two partners. · ...

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 · ...

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

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. · ...

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. · ...

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 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 ...

I am looking for a GoHighLevel expert to set up my lead generation, CRM and automation workflows for my digital marketing ecosystem. · Contract duration of 1 to 3 months. · ...

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 ...

I'm looking for an experienced CRM / automation specialist to set up a streamlined HubSpot-based system for my business. · Create a clean, structured way to manage leads and customers, · with a 7-day trial pipeline and automated email follow-ups, · including a clear offer at the ...

I'm a real estate investor currently tracking deals and contacts in Excel. · ...

Mailing automation system developer required for setting up automated mailing funnels and calls. · ...

A licensed psychologist seeks a CRM automation specialist to configure LeadSquared as a HIPAA-compliant CRM integrated with their EHR system. · ...