Customer Relationship Management Freelance Jobs

We are seeking a highly motivated lead generation specialist and appointment setter to support our CRM platform initiatives. The ideal candidate will possess excellent communication skills and experience in generating leads and setting appointments effectively. Your role will involve identifying potential clients, reaching out via email and phone, and scheduling appointments for our sales team. Attention to detail and organizational skills are essential. If you have experience with CRM tools and a proactive approach, we would love to hear from you!

Skills: Customer Relationship Management, Lead Generation, Data Entry, Scheduling, Cold Calling

We are seeking an experienced Odoo ERP specialist to assist with the implementation and customization of our Odoo system. The ideal candidate will have a solid understanding of Odoo modules and the ability to tailor the software to meet our specific business needs. Responsibilities include system configuration, data migration, and user training. If you have a passion for optimizing ERP systems and have a proven track record with Odoo, we would love to hear from you.

Skills: Odoo, Python, Customer Relationship Management, Odoo Development, ERP Software

Help with getting leads for my training and online training business!

Skills: Lead Generation, Lead Generation Strategy, Data Entry, Lead Generation Analysis, Business Proposal Writing, Upwork, Sales Writing, Content Writing, Business Analysis, Business Development, Proposal Writing, Bidding, Sales Development, Customer Relationship Management, Sales Leads

We are seeking an experienced developer to create a comprehensive CRM platform for our gutter company. The project includes the development of a user-friendly website, along with iOS and Android applications to enhance our customer engagement and streamline our operations. The ideal candidate will have a strong background in CRM solutions and mobile app development. Your expertise will help us build a robust system to manage customer relationships and improve service delivery.

Skills: Customer Relationship Management, Web Development, PHP, JavaScript, WordPress

We are seeking a skilled developer to create a comprehensive CRM platform tailored for our gutter business. This project requires the development of a full CRM solution that includes mobile applications for both iOS and Android, as well as a responsive website. The ideal candidate will have experience in CRM systems, mobile app development, and web design to deliver a seamless user experience. If you have the knowledge and creativity to build an efficient and user-friendly CRM, we would love to hear from you!

Skills: Customer Relationship Management, Lead Generation, Web Development, WordPress, Data Entry

Subject: Seeking Freelancer for ERP System Development/Customization

Dear Freelancers,

I hope you're doing well. I am currently looking for a skilled freelancer or team to assist with developing or customizing an ERP system for my business, System Orbit. The project involves creating a robust and scalable solution to manage various aspects of operations, including inventory, HR, accounting, customer relations, and real-time reporting.

Project Details:

Scope: Custom development or customization of an ERP system to streamline business operations, including inventory management, human resources, accounting, and real-time reporting.

Users: Approximately 1200 active users, with around 800 varying users.

Key Features: Multi-user access, inventory tracking, real-time reporting, HR management, accounting, customer relationship management, and integration of scalable, secure modules.


What I Am Looking For:

Experience in developing ERP systems or similar business solutions.

Strong technical expertise in [e.g., Python, JavaScript, database management].

Ability to work on both front-end and back-end development.

Knowledge of system scalability, security, and multi-user environments.


Please include in your response:

1. A brief overview of your relevant experience and past projects.


2. Your proposed approach to the project.


3. An estimate of time and cost required for completion (please provide your timeline).



If you have any questions or need more information, please feel free to reach out to me directly at +967 771666448. I look forward to hearing from you and exploring the possibility of working together!

Best regards,
Zakarya Al-Sanani
System Orbit
+967 771666448

Skills: PHP, Python, Software Architecture, MySQL, Software Development

I am seeking an experienced freelancer to assist in modifying the Deal Card properties within my HubSpot CRM. The ideal candidate will have a solid understanding of HubSpot's functionalities and be able to customize the Deal Card to better suit our business needs. This includes adjusting fields, adding new properties, and ensuring the layout is intuitive for our team. If you have a proven track record of working with HubSpot CRM and can deliver high-quality modifications, please apply.

Skills: HubSpot, Customer Relationship Management, CRM Software, Data Entry, Marketing Automation

We are seeking a highly skilled Lead Generation Specialist to help us expand our business in merchant credit card processing. As a Lead Generation Specialist, you will be responsible for generating high-quality leads by implementing effective strategies and techniques. You will need to have a strong understanding of the merchant credit card processing industry and be able to identify potential clients who would benefit from our services. Key responsibilities include researching and identifying target markets, creating compelling marketing campaigns, and nurturing leads to conversion. The ideal candidate will have excellent communication and negotiation skills, as well as a proven track record in lead generation.

Skills required:

- Lead generation
- Sales and marketing
- Knowledge of merchant credit card processing
- Communication and negotiation

This is a medium-sized project that will last for 1 to 3 months. We are looking for an intermediate level expert with experience in lead generation in the merchant credit card processing industry.

Skills: Data Entry, Customer Relationship Management, Lead Generation, List Building, Cold Calling

Needs to hire 2 Freelancers
We are looking for a Client Onboarding Specialist experienced in CRM systems and contact list migration, particularly for local businesses. This role is crucial for ensuring a seamless transition to our platform, helping clients fully leverage our services.

Key Responsibilities:

Data Migration: Manage the transfer of client contact information from various CRM systems, ensuring accuracy and integrity.

Client Onboarding: Provide a personalized onboarding experience that includes setting clear expectations, transferring contact lists from client CRMs to our system, connecting GMB and social media accounts for seamless marketing, explaining relevant platform features, discussing customization options, addressing questions, and outlining the next steps.

Training and Support: Receive comprehensive training from our team to familiarize yourself with our platform's features and functionalities, enabling you to provide exceptional support to clients.

Ongoing Assistance: Offer continuous support and address client inquiries to ensure sustained satisfaction and optimal platform utilization.

Requirements:

Language Proficiency: Native English speaker with exceptional communication skills.

Technical Expertise: Proven experience with CRM systems, contact list migration, Zapier and Zoom; strong aptitude for technology.

Availability: Must be available during U.S. time zones to accommodate client schedules.

Interpersonal Skills: Ability to build rapport with clients and understand their unique business needs.
Compensation:

Starting Rate: $10/$15 per hour.

Potential for pay increases after a 2-month trial period, along with performance-based commissions and additional benefits. High performers may also advance to a Customer Success role.

If you are a proactive, tech-savvy professional with a passion for client success, we encourage you to apply.

Skills: CRM Software, Customer Relationship Management, customer onboarding specialist, onboarding call

Overview:
We are looking for a skilled professional to design and implement an automated workflow for a process involving client outreach, content coordination, and tracking. The ideal candidate will streamline and optimize this multi-step process to reduce manual tasks and improve efficiency.

Key Responsibilities:

Process Automation:
Develop and deploy an automation system to handle outreach, client onboarding, and communication tracking.
Automate project information collection using Google Forms, with data seamlessly integrated into Google Spreadsheets and a CRM system.

Content Management Integration:
Implement a system to automatically populate a content calendar with project details and deadlines (Ideally Google tools)
Facilitate smooth tracking of content integrations for reporting and client follow-up.

Tracking and Reporting:
Build a tracking solution for key milestones
Ensure visibility into the workflow for team members and clients.


Requirements:
Proven experience with workflow automation tools (e.g., Make, Zapier, Hubspot, ClickUp or similar).
Expertise in Google Workspace tools (Forms, Calendar, Spreadsheets).
Ability to design and advise for scalable, automated systems for complex processes.
Strong organizational skills and attention to detail.

Nice-to-Have:
Familiarity with Telegram integrations and YouTube API.
Experience in content coordination or related fields.
Knowledge of reporting and dashboard tools for tracking KPIs.

Key Objectives:
Automate outreach and information collection to minimize manual intervention.
Create a user-friendly content calendar integrated with the workflow.
Enable tracking and reporting of deliverables to support team goals.

If you enjoy building efficient systems and optimizing processes, this role offers a great opportunity to make an impact.

Skills: Project Workflows, Automation, Customer Relationship Management, Zapier

Job Description: Property Marketing and Prospect Management Coordinator

Key Responsibilities:

Property Marketing and Listings:

Update HUD FMR 2025 Pricing for all properties based on zip code and bedroom count.

Revise listing captions and remarks for vacant properties; forward updates to Seamus for approval before posting.

Realtor and Local Representation Coordination:

Identify and recommend new realtors or local representation in Birmingham, Akron, and Louisville.

Submit all selections to Seamus for final approval.

Prospect Management and Compliance:

Ensure all acceptable prospects have Housing Authority vouchers matching the bedroom count of the property while adhering to Fair Housing regulations.

Verify that prospects meet income eligibility, ensuring rental assistance is maintained.

Conduct follow-ups with prospects weekly, biweekly, and monthly after initial contact.

Estimate and Invoice Approvals:

Obtain approval from Dustin for all estimates (minimum of three per work order or renovation plan).

Secure written approval from Dustin for invoices requiring payment before submission to Sondra (text or email confirmation is acceptable).

Skills and Qualifications:

Strong organizational and communication skills.

Familiarity with HUD FMR pricing and Fair Housing regulations.

Ability to coordinate with multiple stakeholders, including realtors, prospects, and internal team members.

Attention to detail in financial approvals and compliance processes.

Skills: Administrative Support, Customer Relationship Management, Executive Support, Appointment Scheduling, Receptionist Skills, Property Management, Invoicing, System Administration, Vendor Management

We are seeking an experienced Zoho CRM expert to help us enhance our sales management systems and processes. Please see job description attached.

Skills: Customer Relationship Management, Zoho CRM, CRM Software, Lead Generation, Dashboard creation

We are seeking an experienced Dynamics 365 expert to assist in setting up Dynamics 365 Human Resources for our business account. The ideal candidate will have a strong background in configuring and customizing Dynamics 365 to meet HR needs, ensuring a seamless implementation. If you have a proven track record of successfully managing Dynamics 365 HR projects and can provide clear guidance throughout the setup process, we would love to hear from you. Familiarity with user training and support is a plus.

Skills: Microsoft Dynamics CRM, Customer Relationship Management, Microsoft Dynamics 365, Microsoft Excel, Microsoft Dynamics Development

We are seeking an expert in HubSpot and Asana integrations to streamline our Deals pipeline using make.com. The project would start as soon as possible, today/over the weekend, and review would take place on Monday. The ideal candidate will have a deep understanding of both platforms and extensive experience with integrations. Your task will be to ensure a seamless connection between HubSpot and Asana, optimizing workflow efficiency and data management. If you're skilled in automation and can deliver a flawless integration, we want to hear from you! The bulk will be to provide perspective, vision, and expertise to map our fields, and company information so it can be seen on Asana as well.

Skills: HubSpot, API, Zapier, Asana, Data Entry, Customer Relationship Management, Make.com

We are seeking a skilled lead generation expert who specializes in the automotive industry, specifically for car dealerships. The ideal candidate will have a proven track record in generating high-quality leads and will be able to create effective strategies tailored to our dealership's needs. Your expertise will be crucial in driving sales and enhancing our customer outreach. If you have experience in digital marketing, customer relationship management, and data analysis within this sector, we invite you to apply and help us achieve our business goals.

Skills: Lead Generation, List Building, Prospect List, Data Entry, Market Research

Hello,
We are looking for someone to help us find an set up a contact center platform. We are looking at amazon Connect, Zendesk, Intercom and Google CCAI.
Thank you

Skills: Customer Relationship Management

We need an experienced professional to assist with migrating and integrating Google Contacts into our Zoho CRM system. The ideal candidate will manage and execute the import process, ensuring that all contact details are accurately transferred and structured. This project may require data cleaning and validation to ensure consistency and usability within Zoho. If you have experience with CRM systems and data migration, we would love to hear from you!

Skills: Zoho CRM, Customer Relationship Management, Zoho Creator, Lead Generation, API

We are seeking a highly motivated lead generation specialist and appointment setter to support our CRM platform initiatives. The ideal candidate will possess excellent communication skills and experience in generating leads and setting appointments effectively. Your role will involve identifying potential clients, reaching out via email and phone, and scheduling appointments for our sales team. Attention to detail and organizational skills are essential. If you have experience with CRM tools and a proactive approach, we would love to hear from you!

Skills: Customer Relationship Management, Lead Generation, Data Entry, Scheduling, Cold Calling

We are an innovative omnichannel CRM, call center, and AI startup seeking a revenue growth specialist to drive sales and enhance our client acquisition strategy.
www.antbuddy.com

The ideal candidate will leverage their expertise in digital marketing, sales analytics, and customer relationship management to develop and implement effective growth strategies. Your primary focus will be on identifying new market opportunities and optimizing our sales processes to maximize revenue. If you have a passion for startups and a knack for building relationships, we want to hear from you!

Skills: Sales, Lead Generation, Cold Calling

**Job Description: Virtual Marketing Assistant**

We are currently seeking a dedicated and detail-oriented Virtual Marketing Assistant to provide support to our marketing team in various capacities. The ideal candidate will play a crucial role in managing social media accounts, conducting comprehensive market research, and coordinating marketing campaigns. Exceptional organizational skills and the ability to work autonomously are essential for success in this role.

**Key Responsibilities:**

**Digital Marketing Campaigns:**

- Conduct thorough market and competitor research to optimize marketing campaigns.
- Create and schedule engaging social media content, including graphics, posts, and videos.
- Monitor, analyze, and report on social media metrics to assess campaign performance.

**Lead Capture and Nurturing:**

- Design and manage high-converting landing pages and marketing funnels.
- Develop and implement email marketing campaigns and automated nurture sequences.
- Segment and analyze email lists to enhance engagement and conversion rates.

**Customer Relationship Management:**

- Build and manage online communities, such as Facebook groups, to engage effectively with potential and current customers.
- Develop pre- and post-sales email sequences to enrich the customer journey.
- Oversee consult scheduling and customer onboarding processes to ensure a seamless experience.

**Content Development:**

- Draft compelling marketing copy for emails, blogs, and lead magnets utilizing AI tools.
- Design templates for promotional materials, including eBooks and PDFs.
- Format and distribute newsletters and promotional content to target audiences.

**Client Engagement and Retention:**

- Create and administer client feedback surveys and manage referral/testimonial programs.
- Design and implement upselling and cross-selling email campaigns to drive additional sales.

If you possess a passion for marketing and have familiarity with digital marketing tools, we encourage you to apply. We look forward to hearing from qualified candidates who are eager to contribute to our team's success.

Skills: Social Media Marketing, Virtual Assistance, Data Entry, Email Communication

We are in commercial real estate sales with a focus on investment grade properties. We are just setting up RealNex as our CRM system and we want to hire someone that can manage it and work on it daily or weekly as needed. Looking for high level experienced in commercial real estate and CRM and if you have past experience with RealNex that is great!

This would be long term and ongoing work but most likely not full time work.

Skills: Data Entry, Lead Generation, Customer Relationship Management, Email Communication, Administrative Support, Customer Service, Sales

Company: Patriot Plots
Position: Appointment Setter
Location: Remote
Job Type: ~20 Hours/Week

Patriot Plots specializes in the acquisition and development of vacant land across the country. Our mission is to transform underutilized properties into valuable assets that benefit communities and stakeholders alike. We are seeking a dedicated and detail-oriented Appointment Setter to join our small but mighty team.

The Appointment Setter will play a crucial role in our land acquisition process by making initial contact with potential sellers, gathering pertinent property information, and setting appointments for further discussions with our owners. This role requires excellent communication skills, attention to detail, and the ability to build rapport with potential sellers.

Responsibilities Include-
Review and understand the list of warm leads to identify potential sellers who have shown some interest in selling their vacant land.
Make initial contact with leads through phone calls, introducing yourself and the purpose of your call.
Ask specific questions to gather detailed information about the property, including its location, size, zoning, current use, and any other relevant characteristics.
Confirm the ownership status and obtain information about any co-owners or other stakeholders involved in the property.
Determine the lead's level of interest in selling their land by asking about their motivations, timeline, and any conditions they might have for selling.
Discuss the lead’s price expectations and any flexibility they might have in terms of negotiations.
Build rapport and trust with the lead by actively listening to their needs and concerns, and providing relevant information about Patriot Plots and the acquisition process.
Schedule follow-up calls or meetings as necessary to keep the lead engaged and maintain the relationship.
Update the Customer Relationship Management (CRM) system or other databases with the information gathered during calls, including notes on the property details, seller motivations, and any follow-up actions required.
Track the status of each lead, categorizing them based on their level of interest and readiness to proceed with a sale.
Collaborate with the acquisitions team and other relevant departments to provide them with the information gathered and to strategize on the next steps for interested leads.
Prepare regular reports on the progress of calls, including the number of leads contacted, responses received, and the current status of potential deals.
Address any objections or concerns the leads might have about selling their property, providing clear and concise information to alleviate their doubts.
Supply leads with any additional information they request, such as details about the acquisition process, company credentials, or market trends.
If a lead shows strong interest, set up appointments for site evaluations, further discussions, or meetings with senior acquisition team members.
Ensure that all interactions and agreements are well-documented and communicated to the relevant parties within the organization.

Qualifications-
Proven experience in a customer service, telemarketing, or appointment setting role.
Excellent communication and interpersonal skills.
Strong organizational skills and attention to detail.
Ability to build rapport and trust with potential sellers.
Familiarity with CRM software and data entry.
Basic understanding of real estate transactions.
Prior experience in land sales, acquisitions or customer service is a plus.

Interested candidates should submit their resume and a cover letter detailing their relevant experience and interest in the position.

**Patriot Plots is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.**

Join our team and help us transform vacant land into valuable community assets!

Skills: Sales, Warm Leads, Real Estate Acquisition

We are seeking an experienced lead generation specialist to focus on the aesthetic clinics niche, specifically targeting services like liposuction and rhinoplasty. The ideal candidate will have a proven track record in generating high-quality leads for medical or cosmetic services. Your responsibilities will include identifying potential clients and crate a lead list with his or her linkedin url , personal email and web page.

This is for the spanish market - Mexico

Skills: Lead Generation, Prospect List, List Building, Market Research, Customer Relationship Management

We are seeking a skilled freelancer to set up GoHigh Level as our primary CRM. Your task will involve capturing leads from our Meta ads and nurturing them effectively to maximize conversions. The ideal candidate will have hands-on experience with GoHigh Level and a solid understanding of lead generation and nurturing strategies. This project requires attention to detail, strong communication skills, and the ability to work independently to ensure a seamless setup and integration.

Skills: Customer Relationship Management, Lead Generation, Email Marketing, Email Campaign Setup, Lead Nurturing

We are seeking a Twilio expert to develop an innovative WhatsApp solution tailored specifically for the real estate industry. This solution should enable seamless communication between agents and clients, streamline property inquiries, and enhance customer engagement. The ideal candidate will have experience in integrating Twilio APIs and a strong understanding of the real estate market. If you have a passion for creating impactful communication solutions, we want to hear from you!

Skills: Twilio API, PHP, API, JavaScript, Customer Relationship Management

I'm looking for a skilled professional who can help me build and nurture relationships with potential clients. Here's what the project involves:

- **Lead Generation:** Utilize our existing social media profiles and website to generate leads. Create engaging content that attracts potential customers and encourages them to interact with our brand.

- **Email Management:** Utilize our email marketing software to communicate with these leads. This will involve sending out regular emails to keep our leads engaged and interested in our products or services.

The primary goal of this project is to build strong, lasting relationships with our potential customers.

Ideal Freelancer:
- Experience in lead generation and customer relationship management
- Proficient with social media and website lead generation tactics
- Skilled in utilizing email marketing software effectively
- Excellent communication skills and a knack for creating engaging content

Skills: Lead Generation, Web Design

We are seeking an experienced Salesforce Sales Cloud consultant with over 5 years of expertise to assist with onboarding and transitioning our team to the Salesforce platform. The ideal candidate will have a thorough understanding of the Sales Cloud features and functionality, as well as experience in training and supporting users during the transition process. Your role will involve configuring the system, conducting training sessions, and providing ongoing support to ensure a smooth integration into our workflows.

Skills: Salesforce CRM, Salesforce Sales Cloud, Salesforce Lightning, Customer Relationship Management, Salesforce Marketing Cloud

Title: Sales and Lead Generation Expert for 3D Animation Services (Freelance/Part-Time)

Description:
We are a 3D animation services business providing high-quality 3D animation solutions to clients across various industries. We are looking for a skilled and experienced Sales and Lead Generation Expert to help us grow by identifying, engaging, and closing deals with potential clients.

Responsibilities:
Identify potential clients and industries that require 3D animation services (e.g., advertising agencies, gaming, architecture, education, etc.).

Develop and implement lead generation strategies, including cold emails, LinkedIn outreach, and networking.

Research and build a database of qualified leads.

Create personalized outreach messages and campaigns.

Engage with leads, conduct discovery calls, and present our 3D animation services effectively.

Negotiate terms and close deals with clients, ensuring smooth onboarding.

Manage and track leads, ensuring timely follow-ups and engagement.

Collaborate with us to refine the ideal client profile and target audience.

Provide insights and strategies to enhance our online presence and attract inbound leads.

Report weekly on lead generation progress, client engagements, and deal closures.

Requirements:

Proven experience in B2B lead generation and sales, preferably in the creative/design/animation industry.

Strong knowledge of LinkedIn outreach, email marketing.

Ability to engage with decision-makers, conduct client meetings, and close deals.

Excellent written and verbal communication skills.

Self-motivated and able to work independently with minimal supervision.

Strong negotiation skills and ability to manage client relationships.

Experience working with freelancers or small creative businesses is a plus.

Preferred Qualifications:

Familiarity with 3D animation, design, or creative industries.

A network of contacts in industries that commonly use 3D animation services.

Experience generating leads and closing deals from platforms like Upwork, Fiverr, and other freelance marketplaces.

Compensation:
This is a freelance/part-time role with flexible hours. Compensation will be provided on a lead conversion and deal closure basis, with potential bonuses for high-performing lead generators.

How to Apply:
Please send your resume, a brief cover letter outlining your experience in lead generation and sales, and examples of successful campaigns or deals you've closed. If applicable, include references or testimonials from previous clients.

Skills: Lead Generation, List Building, Market Research, Email Marketing, Customer Relationship Management, Communications

We are seeking a knowledgeable Marketo Consultant to enhance our current Marketo instance. The ideal candidate will have experience in optimizing workflows, improving lead scoring, and streamlining automation processes. You will work closely with our marketing team to identify areas for improvement and implement strategic changes that drive results. If you have a strong background in Marketo and a passion for digital marketing, we would love to hear from you!

Skills: Marketing Automation, Salesforce CRM, Marketo, Email Marketing, Customer Relationship Management

Job Description:
We are seeking a motivated and experienced Lead Generation Specialist based in India to help us generate high-quality leads through cold calling. Your role will involve identifying prospects in Texas who are interested in WordPress website development services and converting them into sales-qualified bookings.

This is an excellent opportunity for someone who has a proven track record of generating quality leads through telecalling, specifically for WordPress web development.

Responsibilities:

Lead Sourcing: Identify and source qualified leads for WordPress website development in Texas.
Cold Calling: Reach out to businesses, explain our offerings, and engage them effectively.
Appointment Setting: Convert conversations into sales-qualified bookings for follow-ups or closures by our team.
Reporting: Provide regular updates on progress, challenges, and results to ensure transparency.
Payment Details:

Fee: ₹3500 for a set number of high-quality leads (please specify how many quality leads you can generate within this budget).
Commission: Attractive commissions on successfully closed deals.
Requirements:

Proven experience in telecalling and lead generation.
Ability to convert cold leads into high-quality sales-qualified bookings.
Familiarity with lead generation tools and platforms is a plus.
Strong communication and persuasion skills.
Fluency in English.
Indian-based candidates only.
How to Apply:
If you’re confident in your ability to deliver high-quality leads, please provide the following in your application:

Number of Leads: Specify how many quality leads you can provide for ₹3500.
Process: Detail your approach to generating leads, including strategies or tools you use.
Past Experience: Share specific metrics or results from similar roles.
Availability: Let us know when you can start.
We are looking for results-driven individuals who can generate quality leads efficiently. If you can deliver quality leads for WordPress development, we'd love to hear from you!

Skills: Lead Generation, WordPress, Customer Relationship Management