Perfex CRM Customization Project

I already own the licensed copy of Perfex CRM from CodeCanyon and now need it tailored so it works as a light-weight ERP for my business. The work centres on six core modules:

• Sales
• Invoices
• HRM
• CRM
• Attendance
• Accounting

Across those modules I want you to create:

• Custom fields that collect exactly the data my team needs
• Custom workflows that automate our day-to-day processes
• Custom reports that turn that data into actionable insight

I will also need a handful of third-party integrations—payment gateways, email marketing tools and customer-support systems are on the shortlist, so experience hooking Perfex into external APIs will be valuable.

Code quality matters; all changes have to remain upgrade-safe and follow Perfex’s coding standards so updates from CodeCanyon don’t overwrite our work. Once the job is done I expect a brief hand-over explaining where the code lives and how to toggle the new features on or off.

If you have deep Perfex experience and can start soon, let’s talk.

Budget: $200 - $500