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Redtail System Overhaul and Optimization

$25-50 USD / hour

Cerrado
Publicado hace 15 días

$25-50 USD / hour

I am in need of someone knowledgeable in Redtail CRM to enhance its functionality and streamline its operation. Within this project, you will: - Clean up outdated contacts and rid the system of duplicate data - Add organization to our file attachments - Implement strategic workflows These functions will span across three areas: - Contact Management - Task Management - Document Management Furthermore, as a core part of this process, I would like to add and enhance certain features. These include: - The design and implementation of custom fields - Integration with other tools to assist in smooth operation - Set up automated notifications to improve communication and reminders Ideal candidates for this project will be experienced in Redtail CRM, knowledgeable in system integration and automation, and have a keen eye for data organization and housekeeping.
ID del proyecto: 38055085

Información sobre el proyecto

25 propuestas
Proyecto remoto
Activo hace 8 días

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25 freelancers están ofertando un promedio de $36 USD /hora por este trabajo
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Dear Tim C.,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Project Management, CRM and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details or let's appoint time for Zoom meeting to meet and discuss your project in details.    Best regards, Sales department Tangram Canada Inc.   
$35 USD en 5 días
4,7 (17 comentarios)
6,1
6,1
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Hello there! As a seasoned IT professional with over 18 years of experience, my diverse skill set spans across various development areas including web, mobile app and software development. I am proficient in a wide range of programming languages such as C#, C++, JavaScript and more, which is particularly relevant for optimizing systems like Redtail CRM. In addition, my proficiency in CRM and project management would be vital in enhancing not just the technical aspects but also streamlining your workflows across contact, task and document management. Notably in sync with the job description, I have deep knowledge of system integration and automation, something that could be foundational for your seamless operations following the optimization. Be it setting up automated notifications or integrating with other tools to enhance efficiency, rest assured that I have the know-how to optimize your Redtail system to its fullest potential. Over the years, I have completed numerous intricate projects showcasing my attention to detail, data organization prowess and an unwavering commitment to client satisfaction. Through leveraging my proven capability and range of skills - which include managing large databases and developing custom solutions - I'm confident in my ability to overhaul your Redtail system effectively. Let's work together for a more enhanced and streamlined future for your business!
$38 USD en 40 días
3,8 (2 comentarios)
6,5
6,5
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I have read and understood all your project details "Redtail System Overhaul and Optimization" and I feel my self the best candidate to complete this project with 100 percent accuracy. I am Faisal Mahmood, I have more than 10 Years of experience in crafting tailored solutions for success, including; Business Plans, Pitch Decks, Feasibility Reports, Resumes, Cover Letters, and LinkedIn profiles. Over the past ten years, I have consistently delivered exceptional results, helping clients navigate the competitive landscape with precision and finesse. With a proven track record spanning ten years, I bring a wealth of experience to every project, ensuring not just quality but a profound understanding of evolving industry dynamics. My approach is rooted in precision, innovation, and a relentless pursuit of perfection, setting a standard that goes beyond expectations. I am damn sure that you will love my services, try me once at least. I am anxiously waiting for your messages.
$25 USD en 1 día
4,9 (24 comentarios)
4,3
4,3
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Hello Tim C., I m an Architect/Civil Engineer/BIM/CAD Expert and will offer you the Best Discount. You can pay me a reasonable price + Good Review only. I want to review your Redtail System Overhaul and Optimization plans/sketches,/ideas and work with you. I know you have many proposals to look through, to make this quick. Please get in touch with me to discuss this project in more detail. My first priority is that my client will be satisfied with my work. I am an expert in these softwares, ✔ ArchiCAD ✔ Autodesk Revit ✔ Autodesk AutoCAD ✔. Autodesk 3ds max ✔ Sketch Up✔ Autodesk Navisworks Manage✔ Estimation ✔ HAPE ✔ ETAP✔ Tekla If you assign me your task, I will carry out your project with the best quality. Please come over chat and discuss your requirement in a detailed way. Thanks Fayyaz and Team
$40 USD en 7 días
5,0 (1 comentario)
3,6
3,6
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Greetings Tim, Can you provide more details about the specific custom fields you would like to add to your Redtail CRM? What other tools and software applications do you use in your business that you would like to integrate with your CRM? Do you have any preferences or requirements for the format and content of the automated notifications? Are there any security or compliance considerations that need to be addressed in the customization and integration process? I can help you to enhance the functionality and streamline the operation of your Redtail CRM. I will develop a comprehensive plan to enhance the functionality and streamline the operation of your Redtail CRM. Throughout the implementation process, I will work closely with your team to ensure that the changes align with your business objectives and meet your expectations. I am committed to helping you complete the project successfully and am open to discussing the budget in further detail once we have aligned on the scope of work. Let's work together to enhance the functionality and efficiency of your Redtail CRM and drive your business forward. Looking forward to the opportunity to collaborate and make a positive impact on your operations. Please feel free to reach me out for further discussion and finalize the project. Bid amount is not fixed! Thank You, Muhammad Abrar Portfolio will be shared via chat.
$39 USD en 45 días
5,0 (1 comentario)
2,8
2,8
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As a seasoned data analyst with a diverse set of technical skills, I am confident in my ability to perform an exceptional overhaul and optimization of your Redtail CRM system. My extensive background in SQL and Power Query has trained me to not only clean up outdated contacts and rid the system of duplicate data but also to efficiently organize and manage large volumes of information. You can be assured that I will bring a high level of precision and attention to detail to the task management and document management aspects of your project. In addition to my data management skill set, I possess a strong knack for turning raw information into actionable insights using tools like Power BI. This expertise will enable me to design and implement strategic workflows within your Redtail system, along with setting up necessary automations such as custom notifications for improved communication. Furthermore, I have considerable experience in system integration and automation, which aligns well with your desire for enhanced functionalities through integrating Redtail with other tools. Whether it's web, mobile or even game development, my understanding of programming languages such as JavaScript, Python, TypeScript, Node.js etc., can come in handy when fine-tuning specific features. Together, we can optimize your Redtail CRM to maximize its potential for driving growth and efficiency across your organization.
$25 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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Hello Tim C., I've reviewed your project description, and I have a clear understanding of what you're seeking. We are an expert team which have many years of experience on Project Management, CRM Would you like to connect via chat to delve deeper into the discussion? Regards
$50 USD en 7 días
0,0 (0 comentarios)
0,0
0,0
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With more than 8 years of experience as a Google Certified Professional, I am confident in my ability to optimize and enhance your Redtail CRM system. My expertise in SEO, PPC, SEM, and SMM has provided me with a unique skill set that is valuable not only for driving organic traffic to websites but also for improving overall system functionality and automation. Cleaning up outdated contacts, eliminating duplicate data, and organizing file attachments are some of the important tasks requiring meticulous attention to detail that I can handle with ease. Moreover, my familiarity with system integration and automation ensures that any tools we add or enhance as part of this overhaul will be seamlessly integrated into the existing structure. Lastly, a key element of this project is establishing and streamlining notifications and communication workflows. As someone who has managed hundreds of ad campaigns simultaneously, I know how crucial timely and effective communication is. Thus, trust me to set up automated notifications that are tailored to your specific needs – helping you stay on top of tasks and enabling smoother operations throughout your entire organization. As a Google Certified Professional, my commitment to efficient data management and organization aligns perfectly with what you're looking for in an ideal candidate for this project.
$25 USD en 20 días
0,0 (0 comentarios)
0,0
0,0
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My extensive 15-year background in financial management, operational strategy, and process improvement incorporates the very skills required for your Redtail CRM project. Not only am I an expert in data cleanliness and system organization, but I also have a meticulous eye for detail, adding value to areas such as contact management, task management, and document administration. This will guarantee that outdated data is eliminated and your files are tailored for quick retrieval. Furthermore, my fluency in system integration and automation will allow for the seamless incorporation of Redtail into your existing tools, maximizing its potential. I am a quick learner who can easily grasp the ins and outs of any software system; this ensures that I can incorporate or modify the workflows in accordance with your needs. Lastly, my proficiency in designing custom fields and implementing automated notifications is a direct match to your feature requests. With me on board, you can rest assured that these key aspects of tailoring Redtail to suit your unique business needs will be skillfully accomplished. Let's chat further about how I can optimize your Redtail CRM while maintaining a strong focus on improving communication, operational efficiency, and overall productivity!
$25 USD en 20 días
0,0 (0 comentarios)
0,0
0,0
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As a seasoned developer with over a decade of experience, I’m thoroughly familiar with your project's needs. Having worked extensively with Redtail CRM, I'm no stranger to the system and understand its capabilities well. My knowledge gives me an edge in not only streamlining your operations but also designing and implementing custom fields that will cater to your specific requirements. With customer relationship management systems, efficient data handling is crucial. My proficiency in data organization ensures that your contacts are cleaned up, duplicates are eradicated, and your filing system is organized impeccably. Additionally, my experience integrating systems with other tools promises you a seamless operation while automated notifications will improve communication and serve as effective reminders. Choosing the right professional for your project is critical. Not only do my backend skills align perfectly with your needs, but my frontend expertise will also ensure that any visible changes or system upgrades are aesthetically appealing and user-friendly. I am ready and able to assist 24/7 to make sure you are completely satisfied with the outcome of this project. Let’s work together towards achieving optimal functionality within your Redtail CRM system!
$25 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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With several years of experience in CRM software development, I, Raju from GlobalGeek Infotech, can deliver impactful outcomes on your Redtail System Overhaul and Optimization project. We've successfully designed and implemented efficient CRM systems for our clients across various industries. Our deep knowledge of the Redtail CRM platform combined with our expertise in system integration and automation makes us the ideal candidate for this project. We understand the importance of clean and organized data for effective contact, task, and document management. Our team employs the best practices to eliminate outdated contacts, remove duplicate data, and improve file attachments system. We will customize your Redtail CRM by adding strategic workflows, setting up automated notifications, integrating it with other tools for seamless operation and enhance its functionality by designing custom fields tailored to your unique needs. At GlobalGeek Infotech, we don't just work on solutions; we craft them to optimize your business operations. Partnering with me will not only bring advanced technical skills to the table but also a collaborative mindset to ensure the solution meets your specific requirements. Let's transform your ideas into a streamlined reality together!
$40 USD en 40 días
0,0 (0 comentarios)
0,0
0,0

Sobre este cliente

Bandera de UNITED STATES
Brookfield, United States
0,0
0
Miembro desde abr 30, 2024

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