Optimize CRM Projects with Vollna's Tools

We are seeking a skilled professional to assist with the integration of HubSpot and Facebook to ensure seamless lead generation. Your expertise will help us effectively capture and manage leads coming from our Facebook campaigns. The ideal candidate should have experience in setting up and troubleshooting integrations, as well as a strong understanding of both platforms. If you have a proven track record in this area and can work efficiently, we would love to hear from you!

Skills: HubSpot, Lead Generation, Facebook, Customer Relationship Management

Finalize Employee Manual based on a prepared draft. To be supplied by Manning. I would like to complete this document by the end of May.

Manning, APC, established in 1985, is an architectural, interior design and planning firm with offices in Dallas, New Orleans, Washington, DC. Our market sectors include, aviation, transit, K-12, Higher Education, Cultural, Civic, Corporate, Healthcare, and Hospitality. https://www.manning.xyz/

Skills: Resume Screening, Recruiting, LinkedIn Recruiting, Candidate Interviewing, HR & Business Services, Government & Public Sector, Business Process Automation, Human Resources Consulting, HR & Recruiting Software, Human Resource Information System Implementation, Sourcing, Applicant Tracking Systems, Organizational Development, Resume Writing, Customer Relationship Management

We are looking for a skilled freelancer to create daily lead lists for a Cold SMS outreach campaign focusing on auto detailers who specialize in ceramic coatings and paint protection film (PPF). The ideal candidate should have experience in lead generation and organizing lists using google sheets. Your role will involve researching and compiling accurate contact information to target potential clients effectively. Strong attention to detail and the ability to deliver high-quality lists daily are essential.

Skills: Lead Generation, List Building, Customer Relationship Management, Communications, Outbound Sales

Job Title: HubSpot Lifecycle Specialist

Job Description:

We are currently seeking a skilled and experienced HubSpot Lifecycle Specialist for a project. The ideal candidate will possess in-depth knowledge of HubSpot's lifecycle stages and properties and have a proven track record of creating and implementing effective lifecycle strategies.

Assist us in Architecting
- Lead scoring models to identify and prioritize high-quality leads
- Create personalized email workflows to engage and nurture leads throughout their lifecycle
- Setting up Analyzation tools for our campaign performance metrics to evaluate the effectiveness of lifecycle strategies and make data-driven improvements

Required Skills:
- Proficiency in HubSpot Marketing Hub, including a deep understanding of its features and functionalities
- Strong analytical skills to interpret data and make informed decisions
- Experience with marketing automation and lead nurturing techniques
- In-depth knowledge of HubSpot's lifecycle stages and properties
- Ability to create and optimize email workflows to maximize engagement and conversions
- Familiarity with CRM integration and data management in HubSpot

This is a medium-sized project that is expected to last for a duration of 1 to 3 months. We are seeking an intermediate-level HubSpot expert who can contribute their skills and expertise to help us achieve our marketing and sales objectives.

Skills: HubSpot, Marketing Automation, Customer Relationship Management, A/B Testing, AI Chatbot, Email Marketing, Data Segmentation

** This is an Onsite Role for up to 5 years, required to be on W2-Hourly in Tallahassee, Florida.

Please send us your rate and willingness to move to Tallahassee, Florida.

We seek an experienced Salesforce Developer/Administrator to support the Florida State Department's Enterprise Grants System.

Required Tasks to be performed:

•Handle all basic administrative functions including user account maintenance, reports anddashboards, workflows, and other routine tasks.
•Review and adjust system settings for proper visibility and security.
•Manage sandboxes.
•Manage deployments using Gearset.
•Perform administrative tasks such as user provisioning, page layouts, flows, maintenance orcreation of custom objects, custom fields, validations, workflows, e-mail template, data-loads, etc.
•Maintain an excellent quality standard for projects delivered to customers.
•Support training to new and existing employees on how to use system functionality.
•Assist in duplicate and dirty data management, as well as, cleaning up unused fields, reports, anddashboards.
•Proactively gather feedback from users. Manage system changes without interruption to the user.

Required Knowledge, Skills & Abilities (KSAs):

•Certified Salesforce Administrator
•Has knowledge of Salesforce and object-oriented approaches in designing, coding, testing anddebugging programs
•Proven ability to analyze, design, and optimize business processes via technology and integration
•Strong functional understanding of object-oriented databases and systems
•Sound analytical skills with the ability to successfully troubleshoot and problem solve
•Ability to develop requirements for applications based on user input and needs.
•Ability to learn quickly, contribute to a team effort and work on multiple, time-critical projectssimultaneously
•Logical, process-oriented thinker with a natural sense of urgency
•Strong problem solving, priority setting, multi-tasking, analytical and collaboration skills
•Ability to assist in the development of Lightning Web Components.

Preferred Knowledge, Skills & Abilities (KSAs):

•Ability to perform backend data integration such as HTTP, Web Services
•Ability to implement Conga Composer Document Generation Solutions
•Certification as a Salesforce Platform Developer
•Proficient in SOQL, SOSL, Visualforce/APEX, Unit Test Development, JSON and XML
•Development experience with Sales Cloud, as well as Community Cloud and SSO

Skills: Salesforce CRM, Salesforce App Development, Salesforce Sales Cloud, Salesforce Lightning, Customer Relationship Management

We are looking for a skilled Zoho CRM specialist to develop custom functions tailored to our business needs. The ideal candidate will have a strong understanding of Zoho's CRM capabilities and be able to create efficient workflows that enhance our customer relationship management processes. Your expertise will help streamline our operations and improve our client engagement strategies. If you have experience with Zoho CRM functions and can deliver innovative solutions, we'd love to hear from you!

Skills: Zoho CRM, Zoho Creator, Customer Relationship Management, PHP, API

We are seeking skilled developers with expertise in Zoho Creator, Zoho Flow, Zapier, Make.com, Python, and AI chatbots. The ideal candidate will have a strong background in integrating automation tools and creating efficient workflows to enhance our business processes. You should be able to troubleshoot and optimize existing systems while also developing new solutions tailored to our needs. If you have a passion for automation and a desire to work on innovative projects, we want to hear from you!

Skills: Zoho Creator, Zoho CRM, Automation, API, Customer Relationship Management

We are seeking an experienced developer with a strong background in n8n, ClickUp, and HubSpot to assist with automations, API integrations, and custom code actions. The ideal candidate will be adept at creating efficient workflows and integrating various platforms to streamline processes. If you have a proven track record of enhancing productivity through automation and have the technical skills to deliver custom solutions, we want to hear from you!

Skills: HubSpot, Web Development, HTML, JavaScript, Customer Relationship Management

We are seeking an experienced developer to create a subscription-based CRM tailored for credit repair companies. The platform must include a user-friendly client portal that allows clients to manage their information and access services. Additionally, we require seamless API integration for external tools and the incorporation of AI features to enhance the user experience. The ideal candidate will have a strong background in CRM development and a keen understanding of the needs of the credit repair industry.

Skills: API, Customer Relationship Management, JavaScript, API Integration, WordPress

💡 About Aivana
Aivana is a next-generation AI gateway and orchestration platform that simplifies and personalizes how individuals and small teams access the power of AI. We’re less than three months away from our planned MVP launch and looking for a Customer Experience Lead to champion user satisfaction, build our support foundation, and shape how Aivana engages and supports its earliest users.

🎯 The Mission
As our Customer Experience Lead, your job is to design and deliver a world-class support and engagement journey—from onboarding to help docs to AI-enhanced customer service. You’ll work closely with our founder, designers, and developers to ensure every user feels confident, supported, and empowered through Aivana.

🔑 What You’ll Lead and Own
💬 Support Enablement & Help Center
Build and maintain our Help Center (e.g., FAQs, guides, workflow tutorials)

Draft clear, non-technical content to support diverse user types

Lead the evaluation and onboarding of CX tools (e.g., chat, knowledge base, helpdesk, AI support layers)

Set up and manage email + chat-based support, including tagging, triage, and escalation workflows

🧠 Automated & AI-Enhanced Support
Collaborate with product/AI teams to:

Integrate support docs into LLM-powered chat or search tools

Design AI workflows that improve internal support efficiency (e.g., summarizing feedback, routing tickets)

Build a bridge between AivanaAI (the product) and support channels

📊 User Feedback & Insight Tracking
Monitor support trends and capture frequent questions or confusion points

Structure and relay feedback to product, design, and content teams

Help define and track core CX metrics (response times, CSAT, retention drivers)

Contribute to continuous improvement of onboarding, workflow discoverability, and trust-building

🌱 Onboarding & Community Nurture
Support new users with onboarding emails, tutorials, or 1:1 walkthroughs

Moderate a small user community (Slack, Discord, or Notion)

Contribute short-form content (e.g., Loom videos, “Getting Started” guides)

🛠 You’re a Great Fit If You:

Have experience standing up help systems and evaluating tools that scale customer support

Love working cross-functionally and collaborating with product and engineering

Understand how to work with help automation tools

🧭 What Success Looks:
✅ Help Center live with evolving, high-quality content

✅ AI-enhanced support assistant set up and improving with usage

✅ Clear and established process to triage and resolve customer issues quickly

✅ Actionable feedback loop in place between users and product team

✅ Tooling and systems aligned to scale with growing user base

Skills: Lead Generation, Customer Relationship Management, Web Development, Marketing Strategy

I am seeking an expert in Weweb.io to develop an AI SAAS platform.

Key Responsibilities:
- WhatsApp Integration and AI Chatbot
- CRM (Customer Relationship Management)
- AI-Powered Advertising
- Financial Management
- Schedule and Task Management
- Legal Document Support

Requirements:
- Mastery of Weweb.io
- Extensive experience in AI SAAS platform development
- Previous projects demonstrating your skills and expertise
- The platform or site that you have developed using Weweb.io
Please do not bid if you lack experience or are not an expert.

Skills: CRM, Chatbot, API Integration, Google Ads, SaaS

Overview:
We’re a fast-growing live event technology company seeking a freelance developer to build and deploy a Custom GPT-powered fan support chatbot. The chatbot will live on our website (hosted in Webflow), reference help center content, and escalate unresolved inquiries into HubSpot as support tickets.

Key Responsibilities:
• Build and configure a Custom GPT chatbot using OpenAI’s GPT Builder
• Implement HubSpot ticket creation via API as an Action
• Add fallback and escalation logic when queries cannot be resolved
• Ground GPT responses with Webflow-hosted help center content (sitemap or ingestion)
• Add internal fallback instructions to prevent hallucinations
• Ensure chatbot is embeddable and functions seamlessly within a Webflow site
• Provide documentation or a Loom walkthrough for team handoff

Tech Stack & Tools:
• OpenAI Custom GPT
• HubSpot CRM (ticketing API)
• Webflow
• Optional: Light JavaScript or Intercom experience

Ideal Candidate:
• Experience deploying Custom GPTs or GPT Actions
• Proficient in REST API integrations (especially HubSpot)
• Familiar with embedding AI widgets into Webflow or similar platforms
• Understands customer support, automation flows, and escalation logic
• Strong communicator and team collaborator

Deliverables:
• Fully functional GPT-powered chatbot
• HubSpot escalation flow via API
• Grounded article referencing and accurate fallback responses
• Embedded chatbot on Webflow site
• Clear documentation and implementation notes

Timeline:
• Start: ASAP
• Duration: 2 weeks

To Apply:
Please include:
• Relevant experience with GPTs, HubSpot, or chatbot integrations
• Your availability and timeline estimate
• Any initial thoughts, questions, or suggestions

Skills: HubSpot, API, Web Development, API Integration, Customer Relationship Management, ChatGPT, ChatGPT API Integration, Prompt Engineering

I need all pipedrive users, contacts, opportunities, notes, companies from PipeDrive to HighLevel. Looking for someone who has a firm grip on the shortcomings of gohighlevel and adding contacts, notes, connecting them to opportunities ect... From pipedrive the contacts, notes and opportunities are different downloads but synced by user ID or contact ID. HighLevel does not allow you to import user ids and they must be created once imported to highlevel.

Skills: HighLevel, Customer Relationship Management

Job Title:
Google Sheets CRM & Notion Integration Buildout for Solar Consultant
Full Tracking System for Appointments, Projects, Door Knocking & Operations

Overview:
I’m a full-time solar consultant partnered with Blue Raven Solar. I’ve already built the core of my CRM system in Excel and am now hiring a builder to rebuild it entirely in Google Sheets, expand it with new tabs, and integrate it into a connected Notion dashboard.
This system will be the full backend for running my solar consulting operation—from door knocking to install completion and commission tracking. It must be technically airtight, mobile-friendly, and designed for daily use in both the field and at a desk.
The only resource I will provide is my Excel file, which contains the original CRM structure, columns, and some formulas. Everything else you need is fully outlined below.

Final Deliverables:
You will deliver a fully functional Google Sheets CRM system with:
Appointments & CRM Tracker
FDC Project Tracker
Door Knocking Tracker
Summary Dashboards in each tab
All dropdowns, filters, logic, formulas, and formatting
Locked cells/structure where appropriate
A connected Notion workspace that mirrors or references the Google Sheets CRM for live operational visibility
All systems must be tested with mock data to ensure full logic and functionality

Provided Resource:
One Excel spreadsheet containing the current CRM tracker and sales logic.
No other resources or data will be provided. Your build will be based fully on the specs in this job description and the reference file.

Part 1 – Google Sheets CRM (Appointments Tracker)
Rebuild my Excel tracker into a fully structured Google Sheets CRM that can handle all solar sales tracking. This must be cleanly formatted, scalable, and built for mobile and desktop use.
Required Columns (Each row = one appointment or project):
Project Name
Lead Date
Appointment Date
FDC Date
Completion Date
Lead Source
Dropdown: Sales Dev Lead, Setter Gen, Self Gen, Referral, Website
Appointment Outcome
Dropdown: Booked, No Book, 2 Touch, Booked/Cancelled, FDC, Cancelled, Low TSRF
Finance Type
Dropdown with sub-options:
Cash
EnFin-10-3.99%, EnFin-15-4.99%, EnFin-25-6.99%
Mosaic-10-3.99%, Mosaic-25-6.99%
GoodLeap-25-4.99%
Skeps-25-8.99%
System Size (kW)
Panel Type
Dropdown: REC450AA Pure-RX, SIL-440 QD, Q.PEAK DUO ML-G10+, etc.
Battery Type
Dropdown: Enphase 5p, 10p, 15p, 20p
Ground Mount
Dropdown: Yes / No
Non-Standard Work
Dropdown: Electrical, Tree Removal, Reroofing, Trenching
Incentives Applied
Multi-select Dropdown: ITC, ETO, SWR
Notes & Follow-Up Details (free text)
FDC Commission Paid
Install Commission Paid
Total Commission (auto-calculated = FDC + Install)

Required Summary Logic & Calculations:
Monthly Summary Dashboard
Appointment outcomes: Booked, No Book, 2 Touch, FDC, Cancelled, Low TSRF
Monthly totals and conversion percentages
Lifetime Dashboard
Same metrics as monthly, cumulative view
Color-coded tags by outcome
Finance Breakdown
Cash vs each finance partner
Sub-category tracking (e.g., Mosaic-10-3.99%)
Incentive Usage Summary
Number of projects using ITC, ETO, SWR
Lead Source Summary
Count and % by lead source
Filterable by custom date ranges
Commission Summary
Totals by FDC, Install, and combined
Filterable by appointment or FDC date

Formatting & Functionality Requirements:
Clean layout with desktop and mobile usability
All dropdowns managed in a separate Data Tables tab
Color-coded tags for appointment outcomes
Freeze top row, bold header row, alternating row color formatting
Formulas and structure must be locked to prevent accidental changes
Visual cues for missing data (e.g., conditional formatting if key fields are blank)

Part 2 – FDC Project Tracker (Within Same Google Sheet)
This tab will auto-pull rows from the CRM tab once an appointment is marked as “FDC.” It tracks all active solar projects after Final Design Completion.
Required Fields:
Project Name
FDC Date
System Size
Panel Type
Battery Type
Finance Type
Incentives Applied
Ground Mount
Current Stage
Dropdown: Installation Prep, Installation, Inspection, Energization, Project Energized

Required Logic:
Project count by each install stage
Filterable by stage and FDC date
Automatically sync with CRM once “FDC” is selected
Archive/completed section for finished installs
Visual summary view (e.g., counts of projects per stage)

Part 3 – Door Knocking Tracker (Mobile-Optimized Tab)
This tab must be mobile-friendly, designed for fast data entry in the field, and connected to the CRM logic to avoid manual re-entry of qualified leads.
Required Fields (Each row = one knock):
Date Knocked
Time Knocked
Address
Homeowner Name
Phone Number
Appointment Set
Dropdown: Yes / No
Appointment Time (if Yes)
Utility Bill Received
Dropdown: Yes / No
Status
Dropdown: Not Home, Not Interested, Interested – No Appointment, Appointment Set, Follow-Up Needed
Lead Source (auto-tag as “D2D Knock” or selectable)
Notes (objections, pets, follow-up reminders, etc.)

Door Knocking Summary Dashboard (Same tab or separate):
Total Knocks Today + Lifetime
Appointments Set (same-day vs. future)
Utility Bills Collected
% Conversion Rate (Knocks to Appointments)

Formatting & Logic Requirements:
Dropdowns only — no free text in categorical fields
Color-coded rows by status (green = set, gray = not home, red = not interested)
Frozen header row for mobile scrolling
Large tap zones and easy input field sizing
Appointment rows should auto-populate into the CRM tab upon setting

Part 4 – Notion Dashboard Integration
Build a Notion HQ dashboard that either:
Mirrors key CRM and tracker data
Or, links directly to the Google Sheets tabs using synced views or embedded elements
This dashboard will act as my control panel to manage everything from one place.
Must Include:
Live CRM summary: appointments, outcomes, FDCs, installs
Commission Log: track monthly/annual income
Referral Tracker:
Referrer Name
Type: Blue Raven Referral vs. Alex Personal
Status
Bonus Paid
Notes
SOP Library:
Solar consultation flow
Final design review checklist
Referral flow
Objection handling
Commission entry
Utility bill and appointment SOPs
Asset Library:
Utility bills
Proposals
Final designs
Canva pitch decks
Email & text templates
Weekly/Monthly Metrics Dashboard
Placeholder database for future setters, closers, or VAs

Nice to Have (Optional):
Notion2Sheets sync (live updates from Google Sheets to Notion)
Kanban or Calendar views
Homepage with all core dashboards and filters
QR code campaign tracking (for future use)

Testing & Final Review Requirements:
Before submitting:
Use mock data across all tabs
Test all filters, dropdowns, and summary logic
Confirm mobile responsiveness on phone
Lock formulas and formatting
Ensure zero double entry between tabs (especially Door Knocking → CRM)

System Setup Expectations:
This system should:
Act as my daily operational backend
Be usable from both mobile and desktop
Require no ongoing developer or builder support
Be fully scalable as I add more appointments, clients, or teammates
Prevent data duplication and unnecessary manual work
Be clean, clear, fast, and professional-looking

Skills: Google Sheets, Data Analysis, Dashboard, Data Analysis Consultation, Business Intelligence, Customer Relationship Management, Notion

We are seeking a skilled freelancer to automate our production management system by integrating a CRM with an SMS solution. The ideal candidate will develop a system that facilitates scheduling and bid requests for subcontractors, as well as providing timely updates to our customers. This project requires strong technical expertise and experience in CRM and SMS integration to enhance our operational efficiency. Our CRM currently is "RoofLink" and do not have an SMS system, although, RoofLink does offer this

Skills: Customer Relationship Management, Zapier, API, PHP, Automation

We are seeking a motivated sales representative to promote and sell Microsoft software products to businesses in our region. The ideal candidate should have experience in software sales and a strong understanding of Microsoft solutions. Your role will involve identifying potential clients, conducting product demonstrations, and closing sales. Successful candidates will have excellent communication skills and the ability to work independently while achieving sales targets.

Skills: Email Communication, Sales, Customer Service, Data Entry, Customer Relationship Management

Position Overview:
Seeking a skilled HubSpot Account Strategist with a strong background in MLS (Multiple Listing Service) and real estate operations.

Key Responsibilities:
- HubSpot Management
- Develop automated workflows, email campaigns, and CRM integrations specific to MLS/realty needs.
- Utilize knowledge of MLS systems and real estate processes to tailor marketing strategies.
- Collaborate with the client to understand their unique real estate goals and challenges.
- Provide guidance on leveraging MLS data for marketing campaigns.

Skills: Real Estate, HubSpot, Marketing Strategy, Customer Relationship Management, Sales

CRM & Field Service Implementation for My Beer Guy

1. Business Overview
My Beer Guy specializes in providing professional beer line cleaning services for bars, restaurants, and other establishments that serve draft beer. Our services ensure that beer lines remain clean, safe, and in compliance with industry standards, helping businesses maintain the quality of their beer and improve customer satisfaction.
With a growing customer base and an expanding team of technicians, My Beer Guy requires a robust Customer Relationship Management (CRM) and Field Service Management (FSM) platform to streamline operations, improve scheduling efficiency, optimize technician workflows, and enhance overall business performance.

2. Business Vision & Goals
The company aims to go paperless and improve service management by leveraging technology to:
✔️ Automate scheduling and dispatching of technicians.
✔️ Track technician performance, availability, and payroll.
✔️ Optimize route planning for efficiency.
✔️ Enhance customer communication and invoicing.
✔️ Maintain comprehensive reports and analytics.

3. Major Business Requirements

3.1 Customer & Account Management
● Ability to create and manage different markets, including accounts for bars, restaurants, and other service locations.
● Capture key details for each account, such as:
○ Contact information
○ Service history
○ Preferred service days and time slots
○ Billing preferences
○ Notes on special requirements
● Ensure customer categorization based on location, contract type, and service frequency.

3.2 Service Appointment Scheduling & Management
● Technician Scheduling:
○ Assign service appointments to technicians based on availability, location, and skills.
○ Allow scheduling coordinators to create weekly plans for technicians.
○ Optimize appointment allocation to minimize travel time and maximize efficiency.

● Recurring Appointments:
○ Set up automated recurring appointments for accounts that require service every 1-4 weeks.
○ System should auto-assign technicians based on preferred time slots for each account. Also have manual ability.
○ Allow flexible modifications for changes in service frequency.

● Rescheduling & Cancellations:
○ Allow customers or the admin team to request rescheduling or cancellation of appointments.
○ Provide notifications for changes to technicians and customers.

● Mobile App for Technicians:
○ Enable technicians to view and manage their daily schedules on their mobile devices.
○ Capture service details such as cleaning type, equipment used, and issues noted.
○ Technicians should be able to upload photos and notes from the service location.
○ Ability to start an appointment only when they are near the service location (geo-fencing).

● Route Optimization & Preferred Appointment Times:
○ Optimize schedules based on travel efficiency.
○ Ensure customers are serviced during their preferred time slots.

● Signature:
○ Ability to get a signature from the customer once the service is done, currently this is managed on paper but we want to eliminate paper.

3.3 Technician Management
● Maintain technician records including:
○ Availability & working hours
○ Attendance tracking
○ Leaves & time off requests
○ Certifications & skills tracking
○ Performance tracking based on completed jobs
● Provide technicians with the ability to request schedule changes and leaves via the mobile app.
● Ability to assign jobs based on technician skills & availability.

3.4 Invoicing & Payment Management
● Automated invoice generation after service completion.
● Ability to send invoices via email to customers.
● Support for partial payments, discounts, and promotions.
● Automated payment reminders for overdue invoices.
● Integration with payment gateways for online transactions.

3.5 Payroll & Compensation Management
● Auto-generate payroll reports based on completed service appointments.
● Ability to track overtime, bonuses, and deductions.
● Integration with third-party payroll processing platforms if required.

3.6 Reporting & Analytics

● Customer Reports:
○ Track how often each account is serviced (weekly, monthly, quarterly, annually).
○ Identify accounts that are due for service but have not scheduled.

● Technician Performance Reports:
○ Number of jobs assigned vs. completed.
○ Average time spent per job.
○ Customer feedback ratings (if applicable).

● Financial Reports:
○ Total revenue generated per location.
○ Outstanding invoices and pending payments.

● Operational Efficiency Reports:
○ Travel time optimization analysis.
○ Service completion rate per technician.

3.7 Paperless Digital Transformation
● Digital work order management for service completion.
● Eliminate physical invoices & service records by shifting to an online system.
● Store all customer interactions, service details, and invoices digitally for easy access.
● Mobile app for field technicians to handle all service tasks digitally.

4. Additional Features to Consider
📌 Customer Portal – Allow customers to book, modify, and track appointments.
📌 Loyalty & Subscription Plans – Provide membership benefits for long-term customers.
📌 AI-powered Scheduling Optimization – Use AI to recommend the best technician for each job. 📌 Automated Feedback Collection – Send post-service surveys for continuous improvement.

Please send a quotation and timeline for this project.

Skills: Business Applications Development, Software Integration, CRM Development, Customer Relationship Management, FieldPower Field Service Management

We are seeking an experienced professional to create automated workflows in Dynamics 365 Sales using Power Automate. The ideal candidate should have a strong background in both Dynamics 365 and Power Automate, with proven experience in integrating systems and enhancing CRM functionalities. Your role will involve analyzing our current processes and implementing efficient automation solutions to improve our sales operations. If you are proactive, detail-oriented, and have a passion for optimizing workflows, we would love to hear from you.

Skills: Microsoft Power Automate, Customer Relationship Management, Microsoft Dynamics CRM, Microsoft Dynamics 365, Microsoft Dynamics Development

We are seeking a skilled professional to help us establish a robust LinkedIn system geared towards raising capital for our real estate ventures. This role will involve setting up a comprehensive strategy and creating a polished, professional LinkedIn profile that resonates with potential investors. Your expertise will be critical in developing a system that we can utilize in-house for ongoing capital-raising efforts. If you have experience with LinkedIn marketing and real estate fundraising, we want to hear from you!

Skills: Microsoft Excel, Lead Generation, Customer Relationship Management, Data Entry

Looking for a Virtual Assistant with experience in real estate wholesaling to help with lead generation, cold calling, skip tracing, lead management, follow-ups, and appointment setting. Must be organized, independent, and have strong communication skills. Fluency in English is required. This role will start part-time with the potential to become full-time based on performance. Wanting to find the right person for long term employment. Potential to earn performance bonuses when deals close. If interested, send a message with your experience and a short voice recording introducing yourself!

Skills: Real Estate, Cold Calling, Outbound Sales, Lead Generation, Customer Relationship Management

Job Description: Appointment Setter for Direct to Consumer Fitness Company

We are excited to announce an opportunity for talented and motivated appointment setters to join our dynamic team at a leading direct to consumer fitness company.

As a vital member of our organization, your primary role will involve engaging with our outbound customer list using the Vicidial platform, efficiently submitting their forms, and effectively scheduling calls to connect potential clients with our fitness solutions.

In this position, you will play a crucial role in driving our business forward by establishing and nurturing relationships with prospective customers.

Your day-to-day responsibilities will include reaching out to potential clients, communicating the benefits of our fitness offerings, and understanding their needs to facilitate a seamless transition to our services. You will also be responsible for maintaining accurate records in our customer relationship management (CRM) system, ensuring that all interactions are logged and followed up on promptly.

A genuine passion for fitness and a commitment to promoting a healthy lifestyle are essential for success in this role.

We are looking for individuals who possess excellent communication skills, both verbal and written, enabling you to articulate our brand's value proposition clearly and persuasively. Your ability to listen actively and empathize with potential clients will be key in addressing their concerns and guiding them toward making an informed decision.

In addition to your strong communication skills, we seek candidates who are driven, organized, and highly detail-oriented. Experience in appointment setting or a similar role is highly desirable, as you will be expected to manage multiple tasks and prioritize effectively to meet deadlines. Familiarity with sales techniques, customer engagement strategies, and the use of CRM systems will be advantageous.

At our company, we value teamwork and collaboration, and you will have the opportunity to work alongside a passionate group of individuals who share your enthusiasm for fitness and wellness. We offer a supportive and motivating work environment, along with opportunities for professional growth and development.

If you are ready to take on this exciting challenge and contribute to our mission of helping individuals achieve their fitness goals, we want to hear from you! Join us in making a positive impact on people's lives while advancing your career in the fitness industry. Apply today and be a part of our journey towards success!

Skills: Cold Calling, Lead Generation, Sales, Scheduling

We are seeking a detail-oriented professional to coordinate the implementation of our marketing and CRM services. You will work closely with me to develop a visual plan using Whimsical, ensuring all aspects of the project are organized and clearly communicated. Your role will involve liaising with stakeholders, defining project milestones, and tracking progress to ensure successful implementation. Strong organizational skills and prior experience in marketing and CRM are essential for this role.

Skills: Customer Relationship Management, Lead Generation, Email Marketing, Administrative Support, CRM Software, Marketing Automation, Sales Funnel Implementation, Marketing Operations & Workflow

An experienced skilled commission based sales representative that is able to reach out to businesses in the health and fitness industry and retailers to sell our products.

Skills: Pipedrive, Outbound Sales, Sales Management, Marketing, Sales, Cold Calling, Live Consultation, Data Science Consultation, Consultation Session, CRM Software, SaaS Development, SaaS, Appointment Setting, Appointment Scheduling, Customer Relationship Management

We are looking for a skilled freelance consultant to assist us with automating our Monday.com CRM. The successful candidate will be responsible for implementing automated workflows and processes to streamline our CRM operations. This will involve identifying areas of inefficiency and developing solutions to automate repetitive tasks. The ideal candidate will have experience with Monday.com and a strong understanding of CRM best practices. Additionally, they should possess excellent problem-solving skills and a proven track record in CRM automation projects. The ability to work independently and collaboratively with our team is crucial for this role.

Skills: Customer Relationship Management, Automation, Zapier, Administrative Support, Project Management

We are seeking an experienced CRM specialist to help us set up Growably (reskinned Go High Level CRM) from the ground up. The ideal candidate will have a strong understanding of CRM systems and will assist in creating an efficient setup that includes automations tailored to our business needs. Your expertise will be crucial in maximizing our use of Growably to streamline processes and enhance customer relationships.

Skills: Customer Relationship Management, Automation, CRM Software, Marketing Automation, Salesforce CRM

🌍 Ready to join the ultimate decision-making dream team? Hop aboard the Rocketship!

At Finder, we’re all about helping people find better deals. Whether it’s to save money, make money, or snag sweet rewards, we’re here to make sure people are getting the best possible deal. But that’s not all – we’re also on a mission to inject some excitement into the daily grind!

With offices in Sydney, Toronto, New York, London, and Wroclaw, we've built a dynamic community of over 290 curious minds. But we're not your typical corporate clan. Diverse thinkers united by our core purpose to make money easy, we have a shared passion for turning the norm on its head.

If you're itching to shake things up, develop your expertise, and be part of a crew that values creativity, drive, and a good dose of quirkiness, then you might just be the missing piece to our puzzle. So why wait? Join us and let's navigate this wild world of decisions together! 🚀🌟

About the role
As a CRM Executive at Finder you will play a key role in the execution of customer relationship management strategies to elevate customer engagement/retention and business performance. Your main tasks involve hands-on analysis of customer data, utilizing CRM/CEP tools for the implementation of relevant, timely and personalised marketing campaigns (across email, card, push and sms), and collaborating in cross-functional teams to deliver on commercial KPIs.

The ideal candidate will showcase a strong analytical mindset, excellent communication skills, and a demonstrated understanding of CRM/CEP software (e.g Braze). Your impact will be driven by your ability to effectively liaise with other teams, employ a customer-centric mindset and leverage data-driven insights to maximize the effectiveness of CRM marketing campaigns.

Responsibilities
- Execute email blast strategy: this includes, but is not limited to, niche sends, sponsored solus emails, newsletters and competitions.
- Support non-email communications: Launch non-email campaigns (card, push and sms) as required to hit KPI metrics and performance goals.
- Support on automation optimisation: this includes A/B testing content in existing automated communication flows as required.
- Campaign performance: Review, record and analyse the performance of CRM campaigns executed by yourself and the wider team to identify new potential opportunities.
- Collaborate with key stakeholders: Work with the CRM, Client Services, Publishing and Editorial teams to execute an email marketing strategy that supports Finder’s business goals.
- Process development: Assist and help in implementing future developments of CRM processes.

Desired Experience and Skills
- At least 1 year of experience in email execution, including campaign setup and deployment
- Experience with CRM/CEP software (e.g., Braze, Amplitude) is a significant advantage
- Intermediate HTML/CSS skills, with proficiency in email templating and formatting languages (e.g., Liquid logic) for dynamic content creation
- Hands-on experience with audience segmentation for targeted marketing campaigns
- Strong proficiency in Microsoft Excel or Google Sheets for data analysis and management
- Test & learn mindset, eager to experiment and optimise
- Continuous development and improvement of your business and technical skills.
- Ability to manage marketing operational projects with a focus on efficiency and impact
- Proactive, enterprising, and results-driven attitude
- Passion for our mission and a drive to achieve excellence
- Ownership of your responsibilities and outcomes
- Professional attention to detail and ability to meet deadlines consistently
- Competitive yet collaborative spirit, supporting company goals
- High-energy, enthusiastic, adaptable, ethical, and can-do approach to work

Application process:
If this sounds like the kind of opportunity you've been looking for, select the 'Apply Now' button below to submit your cover letter and resume. Use your cover letter to introduce us to you; we want to know who you are, what you've worked on and why you think you'd be a great addition to the Finder team.

Finder is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, gender identity or expression, sexual orientation, age, marital or disability status.

Skills: Campaign Setup, CRM Software, Customer Relationship Management, Email Communication, HTML, CSS

I am recruiting a talent to teach me how to use CRM Pipedrive and can help me upload database, manually add leads, organize leads, understand how to connect LinkedIn, and other system to create a useful CRM for my consulting organization.

This person need sot be available to meet via Zoom to teach me in a 1 on 1 bases 2 to 3 times a week for 1 hour each time, for approximate 2-4 weeks.

If you also can help me set up and connect Canva Social media great.

Skills: Lead Management Automation, Lead Generation, Pipedrive, Customer Relationship Management, Data Entry, Email Marketing

Job Title: CPQ BSA

Location: Remote
Job Type: Contract

Job Description:

We are seeking a skilled CPQ Business Analyst with expertise in Quote-to-Cash, Service Contracts, and Entitlements within Salesforce (SFDC) and NetSuite (NS). The ideal candidate will have prior experience in CPQ Cloud and a strong understanding of the Opportunity-to-Invoice process.

Key Responsibilities:
- Work directly with business stakeholders to gather and analyze requirements.
- Translate business needs into technical specifications for development teams.
- Facilitate user testing, including planning and execution.
- Develop user stories and acceptance criteria aligned with business needs.
- Lead Agile modeling sessions, sprint demos, and backlog grooming sessions.
- Manage customer relationships, day-to-day interactions, and escalations.
- Develop business case documents, process diagrams, and use cases.
- Perform gap analysis and root cause analysis to improve business processes.
- Collaborate with cross-functional teams to identify dependencies and drive solutions.
- Ensure compliance with SOX, business controls, and IT general controls.

Required Skills & Qualifications:

- Strong knowledge of Quote-to-Cash, Service Contracts, and Entitlements in SFDC and NS.
- Prior experience with CPQ Cloud (mandatory for CPQ BAs).
- Good functional knowledge of the SFDC system and Opportunity-to-Invoice process.
- Self-starter with strong organizational skills and attention to detail.
- Excellent communication skills with the ability to work in a fast-paced environment.
- Ability to engage with global and regional stakeholders, development teams, and architects.
- Strong problem-solving skills and a willingness to learn new technologies.

Skills: Salesforce, NetSuite Development, Salesforce CPQ, Communication Skills, Business Analysis, Customer Relationship Management, Business Modeling

We are looking for a Salesforce Developer to assist with a one-time task, which includes:

✅ Integrating Salesforce with PandaDoc
✅ Generating and managing report data
✅ API integrations
✅ Basic Salesforce updates and customizations
✅ Must be comfortable using Monday.com for task management

Requirements:

Must be available to communicate during US business hours

Set schedule required

Availability for development and QA testing phone calls

If you're ready to take on a quick task and help us improve our processes, we’d love to work with you!

Skills: Salesforce CRM, Salesforce Lightning, JavaScript, Customer Relationship Management, Visualforce

Job Title:
ServiceM8 + Systems Implementer – Funnel & Admin Setup for Boiler Installations

Job Description:
I run a plumbing and heating business and I’m building a repeatable sales and admin system for boiler installations.

I’m looking for a systems expert who is confident working with ServiceM8, basic CRM and funnel setup, and can support me in building this over the coming days.

You’ll help implement:
• Online enquiry forms for boiler leads
• ServiceM8 job templates and quote forms
• Email/SMS follow-up automations
• Quote templates with price options
• Funnel steps and customer journey touchpoints
• Basic admin setup: Xero, DEXT, file organisation

Ideal experience:
• ServiceM8 setup (job templates, forms, automations)
• CRM systems / automation tools (Zapier, Google Forms, etc.)
• Trades or home service businesses
• Xero and DEXT

We’ll collaborate closely and communicate frequently through Upwork and any integrated tools available. If we’re a good fit, there may be future projects.

Please respond with:
• Examples of similar work
• Your ServiceM8 experience
• Your hourly rate
• Include the word “Gorilla” so I know you read this

Skills: Marketing Operations & Workflow, Lead Generation, Customer Relationship Management, Project Management, Administrative Support