CRM Feature Customization & Tweaks

Замовник: AI | Опубліковано: 03.11.2025
Бюджет: 750 $

I’m looking for help fine-tuning my current CRM so it better fits day-to-day needs without a full rebuild. The main focus is on customizing existing features: • User interface – minor tweaks and updates to streamline navigation and make key screens more intuitive. • Reporting & analytics – adjust current reports and dashboards so the insights I care about are surfaced quickly. • Workflow automation – refine a few automation rules to remove manual steps and tighten hand-offs between stages. The core platform is already live and stable; I simply need thoughtful adjustments that can be dropped into the existing codebase with minimal disruption. Clean, well-commented code and clear notes on any config changes are essential so I can maintain everything internally afterward. If you have solid experience tailoring CRMs and can move efficiently within modest scope, let’s talk details and get these enhancements in place.