Perfex CRM Customization & Automation

Замовник: AI | Опубліковано: 26.11.2025
Бюджет: 8 $

I need an experienced Perfex CRM developer to extend the platform with both custom modules and workflow automation. The new modules will focus on the installation of other modules and deeper customisation of Perfex itself, so you’ll be touching core functionality while keeping the code upgrade-safe. Alongside that, I want tailored automation rules that trim manual steps from our everyday sales and support processes—triggered emails, status changes, task assignments, and similar actions that Perfex’s native options can’t yet cover. Key deliverables: • Build and package at least one custom module that enables easy installation of additional modules and adds the specific tweaks I outline during kickoff. • Configure workflow automation inside Perfex (or through hooks) to streamline lead intake, deal progression, and post-sale follow-ups. • Document every change and provide a brief hand-off session so my in-house team can maintain the new features. If you have prior work with CodeIgniter, MySQL, and the Perfex module system, and can deliver clean, well-commented code, let’s get started. You must include code 2807 in first line of response to be considered. You must forward proof of experience with Perfex CRM