Crm software documentationprojekty

In moving forward with my business, my knowledge on Xero accounting software is at an intermediate level. I'm open to learning from a professional who can help me elevate my understanding particularly in Invoice Management. This one-on-one training session should cover best practices, tips, and crucial functions for efficient use of the Invoice Management feature in Xero. I'm looking to deepen my understanding of how to operate this system effectively, in order to streamline my operations and financial reporting. Freelancers interested in bidding for this project should have: - Extensive experience with the Xero Accounting Software - Proven expertise in training others to use the Invoice Management function - Strong communication skills, with an ability to explain...

...Change PDF page size IMPORTANT: Do not use any underlying technology which requires AGPL-3.0 license or any other license which asks for fees for commercial use. Platform Support: - The Flutter package should be able to work seamlessly across both iOS and Android platforms. Exhaustive documentation will be required for the package. Example flutter package (for reference only): Payments will be done in phases after completion of each feature and it's related documentation. I do not want any server hosting for this package. What I mean is that I want on device capabilities for the features. Also if any code is used from anywhere, make sure that it comes under apache or mit license. I have provided a reference package. I would want the freelancer to use

...create a CAD software primarily focused on 3D modeling, compatible with Windows OS. Key Features: - Primarily 3D Modeling: The software should excel in 3D modeling capabilities, providing robust tools and functionalities for creating and editing 3D designs. - Compatibility: The software should be specifically designed to run seamlessly on Windows operating system, ensuring optimal performance and user experience. - File Format Support: The software should support importing and exporting of DWG files, for compatibility with AutoCAD files. Ideal Skills and Experience: - Proficient in C++: Extensive experience in C++ development, with a strong understanding of software architecture and design patterns. - CAD Software Development:...

We're looking for someone to quickly test our simple software product.

I am seeking an experienced Dynamics CRM 365 developer with Virtual Entity expirence. I have got few virtual entity tables link to Azure SQL database. One table has got 1:M relationship with another. In my form, I am trying to populate custom view in lookup field of this virtual entity lookup. I tried it in two different ways but it doesn't work. Method 1: I created fetchXML and link two tables, I get the result but issue is records don't filter in query. I tried this method with advance find as well, and again records don't filter according to criteria for virtual entity. in Advance find, if I try to select the columns from second table then I get error. Methos 2: I tried to create Fetch XML query and use addCustomView method. This method works if filter criter...

I am in need of an expert in antivirus software development to comprehensively develop an antivirus program specifically tailored to operate on Windows. Specific Features: • Real-time scanning: The antivirus software should continuously check on the system files to detect/deal with threats promptly. • Firewall Features: An inclusive firewall feature aimed at facilitating additional system protection. Ideal Skills/Experience: • Extensive experience in antivirus application development, specifically for Windows OS. - Expertise in Windows Kernel Driver Development. - Proficiency in high-level programming with C++/C/C#/Qt, Java, and Python. - Developing apps in C/C++/C#/Qt - In-depth knowledge of low-level operations with X86/ARM Assembly Language....

The purpose of this project is to create a detailed, technical drawing using SolidWorks 2022. The emphasis of the project is documentation of plastic parts, both on a macro and micro-level. Key Requirements: - Able to generate technical drawings that include overall dimensions, shapes, specific features, and tolerances of plastic parts. - SolidWorks 2022 ONLY!! - Extensive experience and understanding in documentation of manufacturing processes and components - Expertise in rendering intricate details of plastic parts - Must be able to abide by all requirements for precision-driven, technical documentation - Detailed and clear communication The ideal candidate will have a background in mechanical engineering or a related field, as well as experience in creating de...

...creating processes for error resolution. Performance Tuning: * Optimize data conversion and ETL processes for performance and scalability. * Identify and address bottlenecks in data conversion workflows. Data Quality Assurance: * Conduct data quality assessments to ensure accuracy and completeness. * Implement data validation and quality checks to identify and rectify anomalies. Documentation: * Create documentation for data conversion processes, including data dictionaries, flowcharts, and technical specifications. Testing and Validation: * Plan and execute data conversion testing, including unit testing, integration testing, and user acceptance testing. Data Security: * Implement data security measures to protect sensitive and confidential information. * Ensure complianc...

...with industry best practices and regulatory requirements. - Design a user-friendly interface that enables seamless navigation, account management, and transaction tracking for users of all experience levels. - Integrate with external APIs and services for real-time exchange rate data, liquidity provision, and transaction processing to optimize platform functionality. - Provide comprehensive documentation and support resources for users, including tutorials, FAQs, and troubleshooting guides. **Key Requirements:** - Proven experience in developing cryptocurrency platforms or similar financial systems, with a focus on Bitcoin (BTC) transactions. - Expertise in relevant programming languages, frameworks, and technologies, such as blockchain development, cryptography, and secure web ...

...equipo de marketing para implementar estrategias efectivas de generación de leads y aumentar la visibilidad de la marca. Requisitos: -Habilidades excepcionales de comunicación verbal y escrita. -Capacidad para trabajar de forma autónoma y gestionar eficazmente tu tiempo. -Orientación a resultados y capacidad para alcanzar y superar objetivos de ventas. -Conocimientos básicos de herramientas de CRM y otras tecnologías de ventas. Beneficios: -Oportunidad de trabajar de forma remota, ofreciendo flexibilidad y autonomía. -Comisiones atractivas y bonos por cumplimiento de objetivos. -Entorno de trabajo colaborativo y dinámico. -Posibilidad de crecimiento profesional dentro de la empresa. Si estás buscando una emociona...

I need a creative and engaging video that showcases the core features of my productivity-focused Google Chrome extension. Key Details: - This video should be styled as a TikTok ad - The video should be highly visual a...extract leads from Google Maps related to businesses for cold-calling in SMMA (Social Media Marketing Agency) Ideal Candidate: - Prior experience creating TikTok ads or other social media marketing content - Strong understanding of video creation, especially for software products - Ability to creatively and effectively showcase key features of a Chrome extension in a short, engaging format - Familiarity with SMMA and lead generation would be a plus Please include samples of your previous work, especially if you've created videos for software products ...

This is a Python-based project involving LinkedIn connections parsing using a cookie file. The target is to uncover and analyze mutual connections between my personal friend's list and a CRM file. Important Aspects: - The script needs to efficiently extract the full profile details of LinkedIn connections, including their names, job titles, locations, and industries. The data about any mutual connections between my friends and my existing client database is distinctly relevant. - I also need the parser to generate records of connections between my LinkedIn friends and contacts in my CRM. - I would require the output to be well-organized and easy to navigate. It should be exportable and storable both as a CSV file and an Excel spreadsheet. Ideal Skills and Experience: ...

Visanet Account with Full Setup Assistance for Personal and Business Use - I am looking for a freelancer who can help me set up a Visanet...freelancer who can help me set up a Visanet account for both personal and business use. - The primary use of the account will be to make and receive payments. - I need full assistance with the setup process, including all aspects of account setup. - The ideal freelancer should have experience in setting up Visanet accounts and be familiar with the process. - Knowledge of the requirements and documentation needed for account setup is important. - Attention to detail and the ability to handle the entire setup process efficiently is necessary. - Strong communication skills are also desired to ensure smooth collaboration and timely completion of th...

Avem nevoie de un sistem foarte bine integrat de tip CRM ce trebuie sa contina urmatoarele: Introducere clienti Oferte - acestea sa se trimita automat prin mail si sms (integrare prin API sms la providerul nostru), acceptarea acesteia online Proforme si facturare - la fel trimsie prin sms si mail, plata online prin netopia (api detinut) Contracte - pe acelasi mod, se genereaza contractul in baza unui template apoi se trimite prin sms si mail, pe sms contine un link de la serverul nostru si il poate semna electronic Procese verbale Portal clienti - acces pentru clienti sa poata vedea programari, contractele semnate, facturi, adaugare de tiket, etc Ca exemplu este crm de la mefi OBLIGATORIU DIN ROMANIA, SE LUCREAZA DOAR CU ROMANI

...such as following favorite creators, liking, and bookmarking content for easy access. 5. Technical and Architectural Requirements: - User Interface (UI) design to be simple and intuitive, reflecting modern media service layouts. - Comprehensive planning for application hosting on GCP or AWS, with detailed environment setups including development, staging, and production. - Complete technical documentation required, covering the app development lifecycle, deployment strategies, and user guidance. 6. Additional Considerations: - Provide detailed financial estimates for app and website development, alongside anticipated operational costs. - Include storage and processing projections for multimedia content, considering scalability and data management efficiencies. - Specify qualifi...

I'm seeking a skilled freelancer to create an engaging explainer video regarding my software. The primary purposes are to provide its introduction and explain its key features & benefits to our potential customers on a my given script. The ideal candidate for this project should possess: - Proficiency in animation or any suitable format for explainer videos with audio. - Previous experience in creating software or tech related explainer videos with audio. - Capacity to distill technical and complex software information into a user-friendly and easily digestible format. - Excellent storytelling skills for narrating the software benefits effectively. - Understanding of software marketing and how to appeal potential customers. The successful fre...

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As the project owner, I urgently require a skilled developer to help integrate my WhatsApp system with a cloud. The integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring t...integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring the following skills and experience to this project: - Familiarity and experience with WhatsApp and cloud integration - Strong knowledge in web-based platforms - Past experience in implementing the following functionalities: auto-responding to messages and CRM integration. This project is urgent, thus a quick turnaround time and reliability are key attributes I am looking for in a f...

I'm in need of a Zoho CRM expert to help me get started and make the most of this platform. I'm a beginner user and I have some specific goals in mind. Key Responsibilities: - Providing initial Zoho CRM training and guidance for a beginner. - Assisting with setting up and customizing the platform to align with my business needs. - Guiding and teaching me how to improve my sales process using the CRM. - Helping automate certain key business workflows through Zoho CRM. - Coaching on how to effectively manage customer relationships through the platform. The ideal candidate for this project would: - Have extensive experience using Zoho CRM. - Be an excellent and patient teacher, capable of explaining complex concepts in an easily understandable ma...

Sviluppo software online per la gestione di noleggio macchine edili con le caratteristiche descritte

...specific page of a web-based software intended for Medical Practices. The primary purpose of this mock-up is to run user interface testing. Your responsibilities would include: - Demonstrating a clear understanding of software development and UI designs. - Creating a detailed and interactive mock-up that resonates with the software developer community. - Ensuring the design is user-friendly and intuitive for software developers. Ideal skills and experience: • Proven experience in delivering software mock-ups. • Deep understanding of UI designs and usability testing. • Excellent knowledge in web-based software designs. • Familiarity with the software developer's working environment and usability requirements. ...

...right users for innovative software solutions? We want you on our team! We're on the hunt for a talented freelancer to help us find 100 beta testers for our revolutionary all-in-one business management software, UnitaskerPro. With features spanning project management, CRM, HRM, payroll, recruitment, asset management, purchase management, and finance management, UnitaskerPro is set to transform the way businesses operate. To check, please visit our website at As a freelancer, your responsibilities will include: 1. Identifying potential beta testers within our target market. 2. Reaching out to businesses and individuals who could benefit from UnitaskerPro's comprehensive suite of tools. 3. Generating interest and excitement about our software th...

Bonjour, Je recherche un professionnel pour faire la configuration du crm en créant un lien entre le formulaire d inscription de mon site au crm afin que je puisse recevoir toutes les informations dans le crm Merci

I require a proficient CAD designer to create a model for a compact fabric coating machine. This machine's main purpose is to augment the durability of fabric. Its unique features should include: - An adjustable setting mechanism to manipulate coat thickness - The capacity to handle fabric sizes above 2 meters Ideally, designers with experience in mechanical or industrial design, part...manipulate coat thickness - The capacity to handle fabric sizes above 2 meters Ideally, designers with experience in mechanical or industrial design, particularly in textile machinery, would be the best fit. They should understand the intricacies of fabric coating machinery including efficiency, maintenance, and user-friendliness. Deliverables will include a comprehensive CAD model and design doc...

...like React or Angular. Familiarity with CMS platforms like WordPress, Joomla, or Drupal. Strong design skills with an eye for aesthetics and usability. Excellent communication skills and ability to collaborate effectively with stakeholders. Portfolio showcasing relevant projects and achievements. Deliverables: Fully functional and visually appealing website meeting the project requirements. Documentation and training materials for content management and website maintenance. Ongoing support and maintenance as needed post-launch. Timeline: The project timeline is negotiable but should be realistic as this project will be pretty simple and straightforward. If you are a talented website developer with a passion for education and a track record of delivering high-quality projec...

Scope: - Fill up the consent form - Complete the research (Web, Phone,App) Qualifications: - Indonesian - Proper Documentation (ID, Passport, etc) - Phone & Laptop Time : 1 Hour PM kalau minat!

...seeking a talented developer to create a software that can interact with Interactive Brokers and TastyTrade for index based options trading. This project will require strong skills in both Python and Java, as well as a deep understanding of trading algorithms and experience with real-time data streaming. The software should be capable of the following: - Real-time data streaming: The software will need to retrieve and process real-time market data for accurate decision making. - Order placement: The software will need to execute buy and sell orders based on pre-defined algorithms. - Technical indicators: The software should be able to use popular technical indicators to inform its trading decisions. Your experience in algorithmic trading software...

...Python, to assist me in developing deep learning algorithms for a specific project. Key Responsibilities: * Step 1: Regenerate exact same graphs as shown in the PDF using the same dataset. * Step 2: Apply various ML + DL algorithms for future prediction and obtain better results in terms of accuracy, precision, F1-score, RMSE, ME, MAE, RMSE, MAPE, etc., than already applied models. * Step 3: Documentation of the work, along with a discussion to validate the model's usage and justify it as scientific research paper. Ideal Skills & Experience: * Proficiency in the Python programming language. * Prior experience in machine learning and deep learning algorithms. * Proficient in LaTeX for writing journal research papers. * Anyone with past experience as a research assistant...

I am in need of an experienced R programming freelancer with strong skills in statistical analysis and simulations. The project involves developing and optimizing simulations and calculating probabilities for different theoretical scenarios. Tasks Include: Writing, debugging, and optimizing R scripts to perform simulations and analyze data. Producing clear documentation of the methodologies, code, and results. Ensuring accuracy and efficiency in all computations and simulations. This project requires a focus on R programming and data analysis without the need for creating extensive reports or presentations. The final deliverables will be well-commented R scripts and concise summaries of findings. Skills Required: Proficient in R programming Experienced in statistical analysis an...

...supporting existing integrations, SOA Architecture and Celigo platform with Salesforce with client stakeholders Responsible for establishing best practices in services development, integration of applications and govern detailed designs and documentation. Must be available daily for meetings and understand/write in English with effective communication to handle direct customer interaction on chat. Qualifications • 4+ years of relevant Consulting or Industry Experience • Experience providing end-to-end integration solutions development for enterprise software or hosted high-tech services • 4+ years’ experience working with the Celigo and Salesforce • 4+ years’ experience working with Netsuite ERP platform (must) and very proficient to supp...

...This project requires high technical competence in web design, social media management, automation, and CRM integration. Success in this role could lead to an ongoing relationship, contingent upon your performance and compatibility with our project goals. We also need the candidate to be able to Create a Logo and Branding for the company that will fit our concept. We are looking for someone creative and a true visionary. Must be fluent in conversational English. **Key Website Features:** - **Credit Repair Cloud Integration**: The website must integrate seamlessly with Credit Repair Cloud, using Zapier for automation. - **CRM Integration**: Ability to synchronize with our current CRM system, Active Campaign, though I am open to recommendations for alterna...

As a Vietnamese business owner, I'm searching for a skilled team or company experienced in CRM development. The CRM needs to include: - Customer Management: Efficient tracking and managing of customer information and interactions. - Sales and Lead Tracking: A system to follow and nurture vital sales leads. - Reporting and Analytics: Particular attention on Sales reports and Customer performance reports is required. These should provide in-depth insights into our company's operations and customer relations. - HRM: An integrated Human Resources module for simplified internal management. - Financial and Accounting: Seamless recording and tracking of all financial transactions and accounting essentials. - Utilities: These may vary so the system should be built with sca...

I'm in need of a software that can help create rain effect videos from a small number of images. The primary purpose of this video software will be to create brand promotion content. Key requirements: - The software should be able to generate realistic rain effect videos from images. - The output should be high-quality and suitable for promotional purposes. - It needs to be user-friendly and easy to operate as I have a tight deadline. The ideal candidate for this project should have experience in video editing, software development, and have an understanding of visual effects. A quick turnaround time is highly preferred as I need this project completed ASAP.

...realizar las siguientes actividades: - Llamadas a clientes potenciales. (Asignamos telefonia IP). - Atención a prospectos calificados. - Realizar BRIF de Eventos. - Presentación de Propuestas Comerciales. - Atención y seguimiento de Propuestas. - Conseguir cita de Venta. OFRECEMOS: - Salario Base Mensual: $200 USD - COMISIONES por resultados. Trabajar desde Casa. - Acceso a plataformas como: CRM, Telefonía IP, WhatsApp, entre otras. INDISPENSABLE: - Sexo Femenino. - Facilidad de Palabra. - Habilidades de Ventas. - Conocimientos en Mercadotecnia, Publicidad, Comunicación, Relaciones Publicas, Ventas o Afín. - Equipo de computo con camara en buenas condiciones. - Disponibilidad de Horario: Lunes a Viernes de 9:00 a 2:00 pm y de 4:00 a 7...

I'm in need of a professional who can help me in verifying the evidence I have, and serving subpoenas to three individuals for a potential defamation lawsuit. - **Service of Subpoenas**: I will provide you with the current addresses and contact information of the three individuals. You...evidence to support my defamation claim, albeit it's based on witness testimonies. I need your expertise in helping me understand if this evidence is sufficient, and what other types of evidence might be needed for a strong case. Ideal candidate for this project should have: - Strong experience in legal procedures, especially in defamation cases. - Proficiency in evidence verification and legal documentation. - Excellent communication skills to guide me through what's needed to ens...

I'm looking to build a Mobile App for home repair service technicians to help them with their daily tasks. Key Features: -...Android platforms. - The primary feature of the app would be to allow technicians to document the work they've completed and hours spent on the call. - The main focus regarding documentation should be on the completed repairs. The app should have a user-friendly interface that allows technicians to effectively log and track their repair work. Ideal Qualifications: - Prior experience in developing similar apps for tracking and reporting. - Strong proficiency in both iOS and Android platforms. - Understanding of user experience to ensure the app is intuitive for technicians to use. - Experience with in-app documentation and reporting features ...

...has gone MIA. The application manages Mobile SIM Card ordering and ongoing support. The system is integrated with Zoho WorkDrive, Zoho CRM and Zoho Desk presently, however the Zoho Desk integration for the submission and updating of support requests seems to have some errors. The application is integrated to our soft switch to provide a testing function which I will go into more detail about with the successful freelancer. This has currently been tested through API integration to Enswitch, however needs finishing. We need further integration to our carrier/s through API for ordering, updating and cancelling of services. I have attached some documentation from the commencement of the project which will now need updating. I also have multiple other projects that requi...

iOS developer for an alarm type application, must be able to work autonomously. I will provide the concept and some wireframes, the expectation is you will design and UI and workflow which fits the use cases I need. You must have a good understanding of how App store subscriptions work (), as we will need to implement that. do NOT apply if you are unfamiliar, you will be wasting your time I will not contact you outside of Freelancer, if you ask for it, I will find someone else. The app will be required to create several types of alarms with optional snooze, some metrics need ot be gathered. the alarm screen may need to display an image, do NOT apply if you are unfamiliar with

I currently use Notion as my CRM platform and I'm looking for a skilled developer who can integrate Twilio or OpenPhone into my Notion account. This integration will enable me to make calls, send SMS, and receive calls and SMS notifications directly from within Notion. Dummy data for my CRM can be found Below for your use in Development. Feel free to suggest improvements. Dummy Data: Key Functionalities: - Making calls: The integration should allow me to make calls directly from within Notion, eliminating the need for a separate phone application. - Sending SMS: In addition to calls, I need to be able to send SMS to my contacts directly from Notion. - Receiving calls and SMS

...require a Zoho One professional to help me with the implementation and customization of several key applications. - Primarily, I need assistance with Zoho CRM. The focus here will be on sales automation to enhance our overall sales process. - Additionally, I require support with Zoho Books. I aim to make the most of the financial management capabilities this application offers to streamline our business finances. - Lastly, I'd like to maximize the use of Zoho Analytics to help us gain better insights and make data-driven decisions. The ideal candidate for this project should have: - Proven experience in implementing and customizing Zoho One CRM, Zoho Books, and Zoho Analytics. - A strong understanding of sales automation, financial management, and data analysis....

...proficient software developer to build a comprehensive, cloud-based logistics and Supply Chain Management (SCM) software. Key Requirements: - Inventory Management: Create a system that seamlessly manages stock levels, keeping track of product volumes across different locations. - Order Tracking: Design a function that enables swift and accurate tracking of orders from inception to client delivery. - Warehouse Management: Implement an effective way to supervises goods in and out of the warehouse. - SaaS Logistics/SCM Capabilities: Develop the software to be cloud-based (SaaS) making it easily accessible and efficient for managers, staff, and clients. The ideal candidate will have sound knowledge and experience in SaaS product development and show proficiency i...

I'm in need of a skilled developer to create payment plugins for my own payment gateway GabbiPay (documentation: ) compatible with Woocommerce, Magento, and OpenCart. The plugins should have advanced functionality and ensure secure payment processing.

I'm seeking a software developer with expertise in HTML, AI, and email platform integration. The project involves creating an online software that includes: - Drag-and-drop HTML editor - User-friendly interface - Ability to export emails to any sending platform - Customizable templates, Pre-designed blocks, and image hosting capabilities Necessary Skills: - Advanced comprehension of HTML and AI - Experience with software development and UI design - Proficiency in various email platforms (Mailchimp, Constant Contact, gmail, hubspot, outlook) The final product should seamlessly integrate with the aforementioned email sending platforms. Moreover, the email builder should allow for logo integration, custom color schemes, and font customization. Your commitment to ...

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We are in need of a skilled developer who has experience with both react js or angular as well as Flutter. The ideal candidate will be able to handle specific tasks for the project as well as provide ongoing support. The timeline for this project is less than a month. Skills and Expe...well as provide ongoing support. The timeline for this project is less than a month. Skills and Experience: - Strong proficiency in React.js and - Experience with Flutter - Ability to handle specific tasks and provide ongoing support - Time management skills to meet the project deadline 1 great knowledge react js or angular and flutter 2 experience minimum 3 year 3 done any Erp and crm software 4 we can pay per hour 3 or 5 usd in a month200 to400 hours in a month 5 good knowledge Api i...

We're looking for someone to quickly test our simple software product.

I'm looking for a skilled C++ software developer to create a software on a esp32 which talks to a nrf24 module. The Software parts can be taken from the Github directory: I need only the functionality which can be seen on the pictures in the code. All the web and network stuff can be ignored.

...background in biotechnology. This role is critical in bridging scientific research and analysis with scalable software solutions, aimed at launching innovative biotech products. We require a dynamic individual with product lifecycle experience, preferably from conception to market release. Key Responsibilities: Product Strategy Formulation: Develop and define the product vision and roadmap in sync with our strategic goals. You will work with various stakeholders. Requirements Management: In collaboration, gather and prioritize product and customer requirements to ensure our team delivers software that meets market needs. Technical Documentation: Generate clear and comprehensive documentation and user stories to guide the development process. Stakehol...

...in the surrounding area. We will follow all legal and regulatory guidelines necessary for this condition. Regarding noise, 85 dB(A) must be considered at 30m from the vent stack as it is a region relatively close to the highway and occupied areas outside the terminal. These documents must be prepared by a professional Process Engineer with previous experience in the same sector. All final documentation must be generated in the Brazilian Portuguese version....

I am in search of a proficient Zoho Canva specialist who can assist me in graphic design and template creation. The design style should be minimalistic and clean, aligning with my company's branding. Key Tasks: - Designing custom templat...aligning with my company's branding. Key Tasks: - Designing custom templates on Zoho Canva - Ensuring a consistent style throughout templates - Focus on minimalist and clean graphic design These templates are intended exclusively for internal systems documentation. It would be beneficial if you have previous experience designing templates for software documentation or internal resources. Ideal Skills: - Prior experience with Zoho Canva - Proficient in graphic design - Experience with minimalistic design styles - Adept a...