Advanced CRM Integration in Perfex -- 2
Budget: $30 – $250 USD
I am looking for a professional developer capable of integrating advanced CRM functionalities into Perfex. The main goal of this project is a seamless customer data sync.
Key Functions:
- An essential function is task and project management. The integration should enable optimized and organized delegation and tracking of tasks within projects.
- The integration should provide capabilities for tracking sales and generating reports optimally. This would allow for better strategic decision making based on data-driven insights.
Special Requirement:
- An additional feature I am keen on is the automatic addition of proposal items from the proposal straight into the contract. This means that once a proposal gets accepted, items listed there would automatically press into the corresponding contract.
Ideal Candidate:
- The ideal candidate must have prior experience working with Perfex and CRM integrations, outstanding problem-solving skills, and keen attention to detail.
This project needs a competent developer who can deliver within agreed-upon deadlines without compromising the quality of work. So if you believe you are up to the task, I would love to hear from you.
Key Functions:
- An essential function is task and project management. The integration should enable optimized and organized delegation and tracking of tasks within projects.
- The integration should provide capabilities for tracking sales and generating reports optimally. This would allow for better strategic decision making based on data-driven insights.
Special Requirement:
- An additional feature I am keen on is the automatic addition of proposal items from the proposal straight into the contract. This means that once a proposal gets accepted, items listed there would automatically press into the corresponding contract.
Ideal Candidate:
- The ideal candidate must have prior experience working with Perfex and CRM integrations, outstanding problem-solving skills, and keen attention to detail.
This project needs a competent developer who can deliver within agreed-upon deadlines without compromising the quality of work. So if you believe you are up to the task, I would love to hear from you.