Fixed Price: Not Sure
| Posted: 1h, 4m ago | Ends: 14d, 22h |
I am a solo practicing attorney. I would like to start using Insightly CRM in conjunction office 365 and need someone to help me set this up, including setting up customer and project types, workflows and templates. The ideal prospect would have experience with Insightly and other CRM applications. This is really to make me more efficient and to allow me to delegate tasks to virtual assistants. Please ask additional questions if you need to clarify the job.
Category: Other IT & Programming
Fixed Price: Not Sure
| Posted: 3h, 41m ago | Ends: 29d, 20h |
THE PROBLEM: We have a great new client that is a startup business so obviously money is an issue until he is up and his business can begin. He absolutely needed an affordable CRM working that could grow as his business grows. The last bidder claimed to be a Sugar/Suite CRM pro. He set up Suite CRM here [obscured] -crm.com/ and agreed to have the initial set up done within 3-4 weeks so we awarded him the bid. After weeks of delays he was running seriously behind schedule but it looked good and he told us all work was done just needed a few tweaks and promised all would be working perfectly within a week if we released payment. So we paid him believing client could start business in the next week or two. Unfortunately although the developer did set up everything (taking another 2 months!) Dashboard, phones email, reports, and shared calendar are there?Now he tells us he cannot get it to work. Client really needs this working because he paid them in good faith but just took his mone...
Category: Technical Support
Hourly Rate: $15 - $20 / hr
| Duration: 1-3 months
| Posted: 15h, 10m ago | Ends: 14d, 8h |
I'm a commercial lines focused WI MN & MI agent wanting to focus my energy towards selling. Paperwork and forms are slowing my progress and I would like to find someone who doesn't require training that is looking for part-time support-related work. Duties include filling out the usual Acord forms, and various other forms that are required to process and find the best quotes available for any given client. Because much of my business is E&S, many of the carriers have their own forms along with the standard ones. Seeking additional carriers for new types of risks. Working with our SugarCRM based CRM system that is a work in progress. If system changes/updates/improvements are problematic, this won't be a good fit. I attempt to make improvements and efficiency gains in our CRM on an almost daily basis. Gaining input in how to make it better/more efficient is a top priority. Other requirements include following up with clients for other (already or nearly sold) products inclu...
Category: Virtual Assistant
Preferred Location: United States