Perfex CRM Setup and Configuration
Budget: ₹12,500 – ₹37,500 INR
I need a clean, fully-functioning installation of Perfex CRM with the core features switched on and ready for daily use. The priority is to have Customer Management, Invoice Management and Project Management configured so I can start adding real data right away.
Here’s what I’m expecting:
• Fresh install on my VPS or shared hosting (cPanel access available).
• Company details, email templates and basic branding inserted.
• Customer, invoice and project modules activated, tested and confirmed working end-to-end—including sample clients, sample invoices and a walkthrough of the project dashboard.
• User roles/permissions adjusted so my small team can collaborate safely.
• Short hand-off session (video or concise doc) explaining where to add customers, raise invoices and manage project milestones.
No custom plugins or extra modules are needed at this stage; I just want the out-of-the-box tools set up correctly and running smoothly. If you’ve done Perfex deployments before, especially where the focus is on these three modules, I’d love to get this completed quickly.
Here’s what I’m expecting:
• Fresh install on my VPS or shared hosting (cPanel access available).
• Company details, email templates and basic branding inserted.
• Customer, invoice and project modules activated, tested and confirmed working end-to-end—including sample clients, sample invoices and a walkthrough of the project dashboard.
• User roles/permissions adjusted so my small team can collaborate safely.
• Short hand-off session (video or concise doc) explaining where to add customers, raise invoices and manage project milestones.
No custom plugins or extra modules are needed at this stage; I just want the out-of-the-box tools set up correctly and running smoothly. If you’ve done Perfex deployments before, especially where the focus is on these three modules, I’d love to get this completed quickly.