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Crm System

Budget: Open Published: Last month Bids: 15
Create a simple CRM system.

Category: IT & Programming
Subcategory: Web Development
What's the project's scope?: Create a new custom site
Is this a project or a position?: A project
I currently have: I have specifications
Experience in this type of project: Yes (I have managed this kind of project before)
Required availability: As needed
Roles needed: Developer
API Integrations: Others (Other APIs)
Skills required:
CRM Apex
Published by: Javier P. Last reply: 29 days ago Puerto Rico

Insurance crm

Budget: Open Published: Last month Bids: 8
Design, program a CRM insurance platform to use in the Panamanian Insurance market. We also want to have an iOS app to use in iPhone and iPad.

Category: IT & Programming
Subcategory: Web Design
What's the project's scope?: Create a new custom design
Specific need: Other
Is this a project or a position?: A project
I currently have: I have specifications
Experience in this type of project: No (I haven't managed this kind of project before)
Required availability: As needed
API Integrations: Social media (Facebook, Twitter, etc), Payment Processor (Paypal, Stripe, etc), Cloud Storage (Dropbox, Google Drive, etc), Others (Other APIs)
Skills required:
CRM Insurance iOS iPad iPhone FileMaker
Published by: Ricardo F. Last reply: 4 days ago United States

Processing Assistant

Budget: Open Published: 2 months ago Bids: 6
The Processing Assistant's role is to facilitate operations involving credit card processing for our e-commerce brands. The Processing Assistant is responsible for overseeing all credit card processing related functions from inception (setting up new credit card processing accounts) through operation (monitoring credit card processing and ensuring smooth operations). Ad hoc tasks and reporting shall be assigned by the COO and CEO as needed. The Processing Assistant will work with our CRMs and in-house systems and reporting to complete his/her duties. Training on all systems and processes will be provided. Attention to detail and maintaining a strict calendar of events throughout the month and year is critical for this role.

This position reports to the CEO and COO and will work with the Quality Control Manager and Marketing Assistant from time to time on projects. Hours for this position will be 10AM - 6PM EST M-F.

Duties:
• Complete bank applications
• Proof websites prior to submitting merchant account applications
• Oversee the boarding of new merchant accounts and test those accounts
• Integrate merchant accounts with our CRM
• Work with web development team to ensure that details on our websites are correct (customer service numbers, terms, etc)
• Optimize merchant processing using our CRM and in-house systems
• Oversee PCI & other regulatory compliance
• Interface with merchant accounts, banks, and other partners
• Perform ad hoc reporting and analytical review as directed
• Monitor reserve account balances
• Oversee PCI & other regulatory compliance
• Provide effective and timely communication to team members
• Maintaining several in-house systems to optimize credit card processing
• Keep a calendar of important filing dates for our companies and ensure that filings are made on time
https://docs.google.com/forms/d/1cmM8K3qji2PvPUHgg8L_d7dioTGADx94cvnQKhM6QsQ/viewform

Category: Finance & Management
Is this a project or a position?: A project
Required availability: As needed
Skills required:
CRM Customer Service Marketing Web Development
Published by: Distan. Armenia

Bitrix Crm Experto

Budget: Open Published: 5 months ago Bids: 1
implementacion del CRM de BITRIX24, utilizando su API para conectarlo con los programas que actualmente utiliza la empresa,

Category: IT & Programming
Subcategory: Web Development
Is this a project or a position?: A project
I currently have: I have specifications
Experience in this type of project: Yes (I have managed this kind of project before)
Required availability: As needed
Roles needed: Developer
API Integrations: Others (Other APIs)
Skills required:
Web Development JavaScript PHP CRM API
Published by: Jorge C. Last reply: 3 months ago Mexico
Payment method: Verified

Affiliate Management Tracking System

Budget: Open Published: 2 years ago Project duration: 3 - 4 months Bids: 3
Building an affiliate management tracking system for continuity marketers and a continuity CRM
Skilled on Microsoft stack .NET MVC4
The project is in an inception phase an we don't have a detailed requirements. The Devoloper will be part of the Application and Architecture Design.
Skills required:
CRM .NET SQL Server Management Software Testing
Published by: Julio G. T. Last reply: 2 years ago Argentina
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