CRM Jobs

Estamos buscando un telemarketer proactivo, orientado a ventas y con experiencia, para contactar a gerentes de Recursos Humanos / Depto de IT de hoteles en México y presentar nuestra aplicación especializada en capacitación de idiomas para la industria hotelera. Nosotros proporcionamos la base de datos de contactos y el script de ventas, por lo que el enfoque principal será realizar llamadas, generar interés y agendar demostraciones o cerrar ventas. Horario inicial: 3 días por semana Martes, miércoles y jueves 2 horas por día 9:00 am – 11:00 am (hora de México) Responsabilidades: Realizar llamadas telefónicas a gerentes de Recursos Humanos en hoteles Presentar brevemente nuestra aplicación de capaci...

Necesito a alguien que se encargue de la prospección telefónica y canales digitales en el sector Salud. El objetivo es sencillo y muy concreto: generar citas cualificadas con médicos especialistas y médicos recién egresados interesados en nuestros servicios. Qué espero de tu trabajo • Investigar y construir bases de datos actualizadas de contactos médicos. • Realizar llamadas en frío y seguimiento por correo o WhatsApp, según corresponda. • Presentar brevemente nuestra oferta y confirmar interés hasta agendar la reunión en mi calendario. • Registrar cada interacción en un reporte sencillo (nombre, especialidad, resultado y próxima acción). Requisitos clave • Experien...

Busco un closer de ventas para: 1. Gestión y Cierre de Reuniones Comerciales: Realizar llamadas y videoconferencias con leads asignados, diagnosticar necesidades operativas, y ejecutar demostraciones en vivo de agentes de IA y oferta web. 2. Presentación de Propuestas Comerciales: Elaborar propuestas económicas personalizadas, manejar objeciones y negociar hasta el cierre. 3. Seguimiento y Pipeline de Ventas: Actualizar el CRM, realizar seguimiento a propuestas en negociación, y reportar métricas semanales (llamadas, demos, propuestas enviadas y cierres). 4. Prospectación Activa: Ampliar el pipeline mediante contactos en frío y explotación de la base provista por la empresa. Habilidades requeridas: Ventas y Negociación (experie...

Busco un closer con experiencia en ventas high ticket que se encargue de mis llamadas de claridad y cierre a los prospectos que llegan a mi programa de acompañamiento post-divorcio. Mi objetivo principal es convertir a más interesados en clientes activos, por lo que necesito a alguien que domine técnicas de venta consultiva, manejo de objeciones y seguimiento estratégico. Durante cada conversación quiero que destaques tres pilares de mi método: • Proceso de recuperación emocional • Asistencia legal complementaria • Recomendaciones personalizadas para la nueva etapa de vida Antes de empezar te entregaré documentos detallados sobre la oferta, testimonios, estructura de precios y guiones base; espero que los re...

### Especialista Senior en GoHighLevel (GHL) – CRM, Automatizaciones y Optimización de Ventas Buscamos un/a **freelancer senior especializado/a en GoHighLevel** para hacerse cargo de nuestro CRM actual, auditarlo, mejorarlo y administrarlo de forma continua. Actualmente tenemos GoHighLevel implementado y funcionando. Nuestro funnel principal parte de nuestras redes sociales: los usuarios muestran interés, entran en una automatización, pasan al equipo de setters y finalmente compran o no nuestro programa. Queremos dar un salto importante en la gestión del CRM y convertir GHL en una herramienta mucho más potente para todo nuestro proceso comercial. ### Objetivos del proyecto * Auditar y optimizar la estructura actual de GoHighLevel. * Mejorar las...

Buscamos Setter + Closer B2B freelance para Atlas Solutions IA, empresa española especializada en soluciones de inteligencia artificial y automatización para clínicas. La misión principal será realizar llamadas telefónicas en frío a clínicas de España, contactar con propietarios, gerentes o responsables y generar oportunidades comerciales. El candidato deberá ser capaz de: Realizar prospección telefónica B2B en frío de forma diaria. Contactar directamente con decisores. Detectar necesidades y cualificar oportunidades. Gestionar objeciones. Concertar demos. Realizar seguimiento. Se valorará especialmente que pueda realizar también la demo y cerrar la venta. Nosotros proporcionamos: b...

Busco a una persona que atienda chats y llamadas en español para ventas y soporte de productos de contenido para adultos. No necesito un perfil senior; alguien con nivel principiante pero con buena dicción, redacción clara y ganas de aprender puede encajar perfecto. Tu labor diaria será: • Responder consultas de clientes en tiempo real, guiándolos hasta concretar la venta o resolver dudas sobre los servicios. • Atender llamadas entrantes relacionadas con el mismo catálogo. • Cumplir metas de minutos hablados y chats gestionados; las evaluaré a nivel diario y mensual. • Registrar cada interacción en la plataforma que indiquemos (CRM o panel interno) con notas breves y precisas. Valoraré la puntualidad en lo...

I run a growing IT services firm and need help filling my sales team’s calendar with qualified prospects. Your role is to reach out by phone, pique interest in our managed-services and cloud solutions, and lock in a firm date and time for a discovery meeting with one of our account executives. I will supply a targeted lead list, a proven call outline, and CRM access so every interaction is tracked. You simply focus on dialing, engaging, and confirming the appointment—then entering the meeting details in the CRM so the hand-off is seamless. Deliverables I expect: • A weekly report exported from the CRM that shows total calls placed, conversations held, and meetings booked • Calendar invites created for each confirmed sales meeting, including prospect contact ...

I’m looking for an experienced AI Agent / Automation Developer to build an MVP for a cloud-based personal business operating system, primarily focused on Real Estate. The system will include: * Central CRM and management dashboard * Real estate properties, owners, clients, leads and deals * AI matching between property supply and buyer/tenant demand * WhatsApp Business integration and automated lead handling * AI follow-ups with human approval * Google Calendar, tasks and dynamic scheduling * Marketing, social media and content workflow * Digital products and order management * Finance, commissions and purchasing tracking * Market analytics and reporting * AI Executive Assistant for daily priorities and follow-ups Preferred experience: OpenAI API / AI Agents, n8n or Make, WhatsApp...

I run a boutique firm that delivers finance-focused consulting packages to small businesses. I need a seasoned B2B closer who is comfortable working on a commission-based structure with a small base retainer and can generate and manage qualified leads from first conversation to signed agreement. Here’s what the day-to-day looks like: Warm prospects arrive through your cold call outreach to small businesses with annual revenue between $500,000 and $5Million. Your success will depend on your ability to understand and communicate our business model of advisory and bookkeeping. Cold outreach experience is a must, and the immediate priority is engaging and converting leads you create. Compensation: - Base Retainer: $100-$300 per week (negotiable based on experience) - Commission: 20% of...

I’m looking for help managing the small but important stream of guest complaints we receive each week—typically no more than ten calls. Most issues involve service quality, facility shortcomings, or the occasional billing dispute, and I want every caller to feel heard and helped on the spot. Here’s what I need from you: • Take incoming phone calls during agreed-upon hours, using a warm, professional tone that aligns with our brand voice. • Diagnose whether the concern is service-, facility-, or billing-related and walk the guest through next steps. • Log each interaction in our shared spreadsheet or CRM (your suggestion welcome) and flag anything urgent. • Coordinate internally via email or chat with the relevant department so the promise you m...

I need Linked Helper fully configured on my personal LinkedIn profile so I can expand my network of industry peers and potential clients without tripping LinkedIn limits or sounding robotic. Here’s what I expect: • Clean installation or check-up of the latest Linked Helper version on my desktop (Mac / Windows). • Creation of one or more connection campaigns that search, filter, and queue the right prospects, then send personalised invites and gentle follow-ups geared toward professional relationship building. • Message templates that feel authentic and match my voice—no spam. • Sensible daily limits, safety delays, and withdrawal rules so my profile stays compliant. • A quick hand-off call or Loom video walking me through how to pause, edit...

I run a small but busy online floral shop and need a friendly voice to greet callers, answer their questions, take phone orders, and resolve any hiccups that arise with deliveries or returns. All conversations happen by phone, so a clear, warm tone and solid command of spoken English are essential. Here’s what the day-to-day looks like: you’ll log into our cloud phone system from home, pick up inbound calls, guide customers through bouquet choices, enter the order details into our web-based checkout form, and, when necessary, track packages or arrange a replacement. Most customers simply want reassurance that their flowers will arrive on time; the few who call with a complaint expect empathy and quick solutions. The role is entry-level, and I’m happy to train you on our...

I need a complete WhatsApp Business API setup that focuses on turning incoming contacts into qualified leads. All outbound messages will be promotional offers, and the sequence has to adapt automatically to each user’s engagement level—high‐engagers get richer offers and follow-ups, colder prospects receive gentler nudges. Here’s what the job breaks down to: • Connect and configure the WhatsApp Business API with my existing CRM so every new opt-in is captured instantly. • Build a simple yet flexible tagging or scoring logic that ranks contacts by how often they open, click, or reply. • Create message templates (text, image, or button) for the initial promo, follow-up, and re-engagement stages and submit them for Meta approval. • Set up an auto...

I run a small but busy web-design studio and want to scale without adding a salaried sales team. You would plug straight into that need, hunting for new clients, handling every step from first touch to signed proposal and cleared payment, and earning a flat 25 % of whatever you close. Our average site sells for €1,500–€2,000, so each win typically puts €375–€500 in your pocket, with no ceiling. Your edge has been cold calling medium-sized businesses, and that’s exactly the channel I want you to lean on. Feel free to mix in email, LinkedIn or networking if it helps, but the phone is where you already excel and where I see the quickest conversions. Once the client’s payment lands, my team and I take over all design, development and delivery. You ...

I'm seeking an experienced business developer to help increase our sales. Key Responsibilities: - Lead Generation: - Utilize email campaigns, social media outreach, and cold calling. Ideal Skills and Experience: - Proven track record in sales growth. - Expertise in lead generation across multiple channels. - Strong communication and negotiation skills. - Ability to develop and implement effective sales strategies. - Experience in CRM tools is a plus. Looking for someone who can hit the ground running and deliver measurable results.

I run a service center and I’m ready to streamline two key touch-points at once: inbound customer support calls and WhatsApp messaging. I am not working on CRM and ticketing system, so the solution must plug directly into both of those platforms—ideally through secure APIs or webhooks—so every interaction is logged automatically without any manual data entry. I only need straightforward rule-based flows: IVR menus for phone calls, and button- or keyword-driven replies on WhatsApp. Natural-language understanding is not required; speed, reliability, and clear routing rules are the priorities. Please propose the tech stack you’ll use (Twilio, 360dialog, Asterisk, Vonage, Dialogflow CX in “no-NLP” mode, or any other you prefer) along with the integrati...

I am looking for a professional and confident Telecaller to assist with business outreach and lead generation for my website development services. The main objective of this project is to contact potential businesses, introduce our services, identify businesses that may be interested, and provide qualified leads for further discussion. PROJECT SCOPE The selected freelancer will: • Contact businesses from a targeted lead list provided for the project. • Communicate professionally with business owners or relevant decision-makers. • Briefly introduce our website development services. • Identify potential interest and basic requirements. • Update the status of each contact, such as Interested, Not Interested, or Follow-up Required. • Share qualified and genuin...

We are looking for a Freelance Business Development Executive / B2B IT Sales Specialist to help us generate qualified leads and acquire clients for our software development company. About Us: NexTtGen Software Technologies develops custom software solutions for businesses, including ERP, CRM, HRMS, AI solutions, web applications, and other business automation software. What you will do: • Research and identify potential B2B clients who may need software solutions. • Find business owners, founders, directors, HR heads, IT managers, and other decision-makers. • Generate qualified leads using LinkedIn, Google, business directories, email, WhatsApp, cold calling, and other suitable channels. • Reach out to potential clients and introduce our software development services...

I need day-to-day help moving sales candidates through our hiring funnel. We recruit exclusively for Outside Sales roles, so every interaction you have will focus on evaluating a candidate’s fit for field selling positions. Here’s how the workflow looks: • Each morning you’ll log into our hiring CRM, review any new Sales applicants, and slot qualified people into a 15-minute Google Meet screening slot that matches their availability. • During the call you’ll follow the scripted screening questions I provide, probe when answers are vague, and type concise notes directly into the candidate’s CRM record. • Immediately after the interview you’ll update the status to “advance” or “decline,” then send the templated ...

I have a batch of online registration forms that must be completed accurately and on schedule. All information will be provided to you in spreadsheets; your job is simply to copy-paste each record into the correct web fields and submit. Accuracy is critical—no typos, transposed digits, or missing entries—because the data feeds straight into our CRM. I will supply step-by-step video instructions, log-in credentials, and a small test form so you can demonstrate your understanding before we move to the full set. Turnaround: I expect at least 500 forms processed per day, with a brief progress update every evening (forms completed, issues encountered). Work can begin immediately after the test submission is approved. Deliverable: confirmation screenshots (or export logs) pr...

I need to add approval systems and restrict certain operations in Zoho Books. Ideal skills and experience: - Expertise in Zoho Books - Experience with automation and approval workflows - Familiarity with user permissions and operation restrictions

I have a curated list of B2B contacts and need every name on it to receive a crisp, on-brand email that spotlights our Software-as-a-Service platform. The copy is ready; what I require is disciplined execution: • Find the email Address for the business, send an email via the template and update the sheet • Schedule a single promotional email per contact, respecting normal business hours in their time zone. • Monitor sends for bounces and basic deliverability issues, then resend or correct when needed. • Forward any positive replies to me within the hour and supply a daily spreadsheet summary showing sends, opens, clicks and responses. Quality, not volume, is the priority. The contacts are decision-makers, so accuracy and a professional tone are non-negotiable. Whe...

We are looking for someone to assist with a simple task that can be completed by following clear instructions. The work is straightforward and does not require advanced technical skills. Attention to detail and timely completion are important. More details and instructions will be provided to the selected freelancer.

Looking for a Full-Service Development & Marketing Team to Partner With Long-Term I’m looking for an experienced **development/fulfillment team** to partner with my agency on a long-term basis. My agency is growing, and my current development team has reached capacity and is no longer able to take on new clients. Because of this, I’m looking for a **reliable team that can handle the fulfillment side from start to finish** while I focus on sales, client relationships, and growing the business. ### What I’m Looking For: I need a team that can provide a complete solution for our clients, including: **Paid Ad Management** – Setting up, managing, optimizing, and monitoring Meta/Facebook and potentially Google ad campaigns. **Ad Creatives** – Creating enga...

I need Zoho CRM to speak fluently with our in-house manufacturing and sales order system so that every quote, order and stock movement is tracked in one place. The core goal is to have clear flow of BOM, PO, Sales order and delivery Key functions the integration must cover: • Inventory management – sync item master data and live stock levels both ways. • Order tracking – push confirmed CRM deals straight into our manufacturing/sales order workflow and return status updates (in production, packed, shipped, etc.). • Sales reporting – surface fulfilled quantities and revenue back inside Zoho dashboards for accurate pipeline vs. actuals. Please outline: • Your proposed architecture and tools. • A timeline with milestones for development, ...

I’m looking for an experienced Business Development Manager who understands the investment side of the finance industry and can own the entire growth cycle from strategy through execution. Day-to-day you will research target segments, open doors to high-value prospects, nurture relationships, and convert them into committed investors or distribution partners. Solid command of market analysis techniques, persuasive pitch writing, and hands-on client acquisition are must-haves; the ability to structure and negotiate partnerships that strengthen our product offering is equally important. You should already be comfortable working with CRM platforms such as Salesforce or HubSpot, tracking your funnel with Excel or Google Sheets, and using LinkedIn Sales Navigator to uncover decision make...

For several years I have been growing a customised Pipedrive instance to track deals, contacts and activities. The database is now cluttered with legacy fields and sprawling drop-downs that make reporting painful and force the team to hunt for the right inputs. I want an experienced Pipedrive specialist to sit with me (remotely is fine), review the current setup and reshape it so every field, pick-list and automation serves a clear purpose. Here is what I need: • Audit the current pipeline, deal, person and organisation fields, then remove or merge anything we no longer use. • Rationalise the drop-down menus so reps see concise, intuitive options. • Configure mandatory fields at key stages to guarantee our data remains complete for reporting. • Preserve all histo...

I market a new line of tennis and pickleball vending machines and need steady, qualified placement meetings with sports-club decision makers. Your job is to pick up the phone, introduce the concept, handle initial objections, and lock in a specific date and time for me to present the machine on a phone call. You will be working exclusively in the sports-club space—country clubs, racquet clubs, and multi-court indoor facilities—because that is where the machines perform best. I can share an initial lead list and a short script, though I welcome your own phrasing if it converts better. Every call should be logged in my Google Sheet CRM with contact name, role, phone, email, result, and next action. Deliverables • Minimum 20 confirmed placement meetings per week, each with ...

I’m ready to move several sister companies onto a single Odoo instance and need a specialist who can take the project from clean install to go-live. The scope covers configuration, light customisation, data migration and user training for these modules: • Sales • Inventory & 3PL logistics (Riders / Accomo / SIM / Motorbike tracking) • Accounting • Rental management • Vehicle / Fleet Maintenance • HR & Payroll Key objectives – Set up a true multi-company environment with separate charts of accounts, warehouses and permissions while keeping consolidated reporting. – Map and automate workflows for sales, purchasing, inventory moves, rider assignments and rental contracts. – Configure fleet maintenance schedules, c...

I want to boost direct sales of our lab-grade peptide range by engaging a results-driven sales agent who already understands the UK life-science distribution scene. Your mission is simple: identify the right peptide distributors, open doors, and turn conversations into purchase orders. You’ll be working the United Kingdom market exclusively and I’m after someone at a solid mid-level—experienced enough to plan a proper outreach campaign yet hands-on enough to pick up the phone, craft targeted emails, and negotiate terms without constant supervision. What I need from you: • A curated list of qualified UK peptide and life-science distributors with decision-maker contacts • Regular, concise pipeline reports so I always know which stage each prospect is in &bul...

Especialista Senior Freelance en Automatización Comercial, Growth e IA Somos VYA Consulting, una empresa B2B con operación en Latinoamérica. Buscamos un profesional freelance senior, hands-on y con fuerte orientación comercial, capaz de integrar automatización, CRM, marketing digital e inteligencia artificial y llevar los procesos efectivamente a producción. No buscamos solamente asesoría o recomendaciones. Buscamos a alguien que implemente. El objetivo inicial será transformar activos, contenidos y procesos comerciales que ya existen en VYA en un sistema integrado que genere y permita medir tráfico, leads, reuniones, oportunidades comerciales y conversiones. Esta es precisamente la definición de éxito estableci...

I am looking for a proactive email-based salesperson who can open conversations with small businesses across the UK, introduce our done-for-you website and SEO packages, and secure a slot for them to speak with our fulfilment team. You will be given clear value propositions, pricing, and an online calendar link; your job is to turn cold or lukewarm email prospects into qualified, show-up appointments. You will need to source or verify targeted small-business contacts, craft and personalise outreach emails, handle replies, overcome objections, and follow up until the prospect books a call. A light CRM (HubSpot or similar) is available, but if you prefer another tool just let me know—what matters is organised, trackable communication. Because the project is time-sensitive, I would li...

I need a reliable virtual receptionist who can handle overflow calls during regular Eastern Standard Time business hours and then keep the line open after hours and throughout the weekend. Every call will be in English and will involve either straightforward customer service inquiries or booking and adjusting appointments in our shared calendar. An intermediate-level background in phone support is ideal. You’ll greet callers with our company name, resolve basic questions from the FAQ script I’ll provide, schedule or reschedule appointments, and log each interaction in the CRM. Whenever an issue falls outside the script, just gather the details and forward the message to me by email or Slack. Expected deliverables • Calls answered within three rings at least 95 % of the t...

The project involves automating the retrieval, processing and integration of expert responses and PDF reports. Depending on the case, this information may be retrieved directly from automotive assessment portals or received by email, potentially as a PDF attachment. Current process A pro forma invoice is created and added to the relevant case on a portal. Twice a day, it is necessary to check whether a response or report is available, either directly on the assessment portal or potentially in an email inbox. When a report is available, the following steps must be completed: - open the relevant case; - open the PDF assessment report from the portal or email; - identify the amount approved by the expert; - compare it with the amount on the pro forma invoice; - download the report; - uplo...

I need an end-to-end automation that grabs each new inquiry coming from the A Place for Mom lead feed, fires a response call in under three seconds, and then immediately bridges the call to our sales line as soon as the prospect picks up. If the prospect doesn’t answer, the workflow must drop them into a follow-up sequence that alternates voice drops and SMS messages. Timing, content, and escalation steps should be easy for me to edit later, but the default cadence should feel personal and persistent without sounding robotic. Because I do not yet have a CRM, part of the project is selecting or deploying a lightweight system that will house every lead, show the full call/SMS history, and let my team update status or trigger manual outreach when needed. A web-based dashboard with b...

**MUST BE FLUENT IN SPOKEN ENGLISH COMMUNICATION** I need a reliable caller to take full ownership of our entry-level Customer Service recruiting pipeline. You will reach out to every applicant, run a brief phone screen that zeroes in on their communication skills, and record notes in our ATS. Once a candidate meets the bar, you will lock in a calendar slot with the hiring manager, follow up on no-shows, and—when given the green light—extend the offer and walk the candidate through next steps. I’ll supply the call script, scoring rubric, and system log-ins; you bring a friendly, confident phone presence, flawless English, and the discipline to work through a queue quickly during U.K business hours. Familiarity with Excel or any ATS/CRM is a plus, as you’ll be upda...

I need support building a fresh, accurate pipeline of Business-to-Business leads in the technology sector, specifically targeting medium-sized companies. Your task is to research, identify, and verify decision-makers—typically in IT, product, or procurement—so I can reach out with confidence. I will share an ideal customer profile and any exclusion lists once we get started. From there, you will: • Source companies that fit the brief (tech industry, mid-market revenue or headcount). • Find direct contact details for key stakeholders (name, title, work email, LinkedIn). • Validate every email for deliverability and note verification status. • Deliver everything in a clean spreadsheet ready for import into my CRM. Accuracy is critical; bounced emails ...

I need a comprehensive walkthrough of Zoho CRM that starts with the essentials and quickly moves into the deeper automation capabilities and integrations. My goal is to feel comfortable navigating the system, building custom workflows, and connecting Zoho CRM with the other apps my business relies on. Alongside the training, I also want help getting the platform ready for day-to-day use. That means an initial configuration that matches my business processes, plus thoughtful customization of modules, fields, and layouts so the interface feels intuitive for my team from day one. (I’m not migrating historical data right now, so the focus can stay on a clean, future-proof setup.) Training format: live online sessions. I’m happy to schedule several interactive calls—screen...

I run an event-management firm that handles weddings from the first venue tour to final guest confirmation, and I’m ready to outsource the appointment-setting workload to a dedicated call-center partner. Your agents will ring venues, preferred vendors and invited guests on my behalf, lock in calendar slots, and enter every commitment directly into my CRM so my planning timeline never slips. Scope of work • Outbound calls to venues for available dates and walk-through appointments • Follow-up calls and emails with florists, caterers, photographers and other vendors to secure meeting times • Courtesy calls to guests for RSVP confirmation and seating-chart updates • Real-time data entry into my cloud CRM plus a brief end-of-day summary of bookings, pending c...

I run a small manufacturing company and we've begun transferring our operation into Odoo. We need some help. We only have about 13 products and a fairly simple layout of materials. The scope covers a clean installation of Community modules: Inventory, Manufacturing, Sales, Accounting, CRM, and Timesheets. The objective is straightforward: connect these areas so that a sales order can flow all the way through production, stock movements, invoicing, and time tracking without manual re-entry. I’ll supply access to current data exports you need; you’ll handle setup, basic workflows, and basic training so I can pick it up on day 1. Deliverables • Installed Odoo instance with the six modules activated and cross-linked • Core workflows automated from quotation ...

We are looking for a Freelance B2B Sales Executive to support the sales activities of our digital marketing agency. The ideal candidate should have experience in B2B sales, lead follow-up, appointment setting, and cold outreach. Responsibilities - Follow up with inbound leads through phone, email, and WhatsApp - Understand the prospect’s requirements and qualify the opportunity - Schedule meetings with qualified prospects - Conduct cold email and LinkedIn outreach - Find relevant prospects using Apollo and other lead-generation tools - Follow up on proposals and support the sales closure process - Update lead status and follow-up activities in the Hubspot CRM - Submit daily activity updates Requirements Previous experience in B2B sales or business development Experience in selling...

I need a fresh, verifiable list of U.S. commercial construction opportunities, each one paired with direct contact details for the Project Manager and the Owner or CEO. Phone numbers and email addresses must be current and accurate; bounced emails or disconnected lines will be rejected. Please source only active or soon-to-start projects (ground-up builds, fit-outs, major renovations—any commercial scope qualifies) and organise the data in a clean spreadsheet or CRM-ready CSV. Deliverables: • 100+ unique commercial project records • Separate columns for project name, city/state, brief project description, Project Manager name, PM email, PM phone, Owner/CEO name, Owner/CEO email, Owner/CEO phone Acceptance criteria: • Minimum 90 % contact accuracy on random sam...

We have an existing custom CRM platform. We need to add new features based on our requirements document. For each feature, we will evaluate whether to build custom functionality or use an off-the-shelf solution. The goal: Minimize custom development cost by leveraging existing tools where possible, building only what is unique to our business. Scope of Work We need the following features added to our existing CRM: 1. Client & Project Management Single client record with multiple projects attached B2B future clients hub with custom fields (firm type, employees, HQ location, areas served, services, current provider, media links) Full sorting and filtering on all fields 2. Lead & Assignment Management Automatic lead assignment based on project size, builder type...

I have a clear goal: launch an AI-driven WhatsApp agent built entirely in n8n that can chat naturally with customers, qualify leads, answer product questions, recommend items, follow up, and trigger sales automations without human intervention. Here’s the environment I envision • n8n will act as the orchestration layer. Your flows should pull in an NLP engine of your choice through n8n’s HTTP or pre-built OpenAI / Dialogflow nodes so intent detection and response generation happen seamlessly. • The agent must cover three core use-cases from day one—customer handling, lead qualification, and product queries—while remaining easy to expand into follow-ups and revenue tracking later. • I’m not yet certain whether our WhatsApp Business API i...

I need a registered nurse with a flair for face-to-face marketing to champion our new gynaecology product across hospitals in Bangalore and the wider Karnataka region. Your main mission is to walk into each facility, secure time with the relevant clinicians and nursing teams, and run clear, confidence-building product demonstrations that highlight exactly how the device is used in day-to-day practice. Because usage instructions are the core message, you should be comfortable translating clinical terminology into simple, actionable steps while still answering more technical questions from obstetricians, gynaecologists, and peri-operative staff. A background in women’s health or OT nursing will make those conversations smoother, but any strong clinical experience paired with solid c...

We are looking for an experienced B2B Sales Executive / Cold Caller from India or Pakistan who can independently generate leads, cold call potential clients, and close deals in the USA market. This is NOT an appointment setter position. We need a complete sales professional who can manage the sales process from finding new prospects to successfully closing deals. Key Responsibilities Generate your own leads through web research, web scraping, LinkedIn, company websites, and other relevant sources Find new potential clients and decision-makers in the USA market Build targeted prospect lists Cold call potential clients Communicate with business owners and decision-makers Present our services professionally Follow up with interested prospects Handle objections and negotiations Convert prosp...

I am looking for an experienced Telecaller or Business Development Executive to help generate qualified leads for my website development business. I provide professional website design and development services for businesses such as restaurants, clinics, local businesses, startups, service providers, and other companies that need a new website or want to improve their existing online presence. Scope of Work: The selected freelancer will be responsible for: Researching and identifying businesses that may require website development services. Finding publicly available business contact details. Contacting potential clients through professional phone calls. Introducing our website development services in a clear and professional manner. Understanding whether the business is interested in ...

Tôi đóng vai trò trung gian trong việc kết nối sản phẩm công nghệ đến thị trường nhưng hiện tại đang gặp khó khăn trong việc tìm kiếm nguồn khách hàng tiềm năng. Vì vậy, tôi muốn tìm một người có kinh nghiệm vượt trội trong việc xây dựng mạng lưới và khai thác khách hàng mới. Nhiệm vụ bao gồm: - Tìm kiếm và tiếp cận khách hàng mục tiêu, cả cá nhân lẫn doanh nghiệp. - Giới thiệu các giải pháp/sản phẩm phù hợp với nhu cầu của khách hàng. - Sử dụng các công cụ CRM như Salesforce hoặc HubSpot để quản lý dữ liệu khách hàng. - Duy trì mối quan hệ v&agra...

Project Brief: Lead Generation and Outreach Client: Ignite Legal Ops (ILO) Project type: Ongoing part-time engagement (not a one-time build) Website: Background Ignite Legal Ops is a legal operations and paralegal support company serving US law firms, paralegal service companies, and LDAs. Practice areas: probate, estate planning, guardianships, conservatorships, civil litigation. This is a separate engagement from the CRM/automation build, this brief covers the person who runs outreach, not the tooling. Objective Consistent, qualified outreach to US attorneys and firms in our practice areas, generating inbound interest that feeds into our CRM pipeline. In Scope Outreach to US attorneys via LinkedIn (connection requests, follow-up messages) Research and outreach through state bar d...