Perfex CRM Automation Module Development

Project Overview:
We are looking to hire a skilled developer to create a custom automation module for our Perfex CRM system. This module will facilitate the automation of customer journeys through different funnel stages (awareness, consideration, conversion) using a user-friendly drag-and-drop interface. The module should allow users to automate tasks such as sending SMS, WhatsApp messages, emails, and making calls, with the ability to set the duration and specific actions for each stage.

Key Features:
1. Funnel Stages:
Stage 1: Awareness
Stage 2: Consideration
Stage 3: Conversion

2. Task Automation:
SMS Automation
Integration with an SMS gateway.
Users can schedule SMS at various stages.
WhatsApp Automation
Integration with WhatsApp API.
Users can schedule WhatsApp messages and create chatbots.
Email Automation
Integration with an email service provider (e.g., SMTP, SendGrid).
Users can schedule and send automated emails.
Call Automation
Integration with a calling service API.
Users can schedule automated calls.

3. User-Defined Duration:
Users can define the duration of the funnel (e.g., 30, 60, 180 days).
Ability to set specific actions for each day within the stages.
Example: Day 1-20 for awareness with specific tasks on day 1, day 5, etc.

4. Drag-and-Drop Interface:
Simple and intuitive interface for creating and managing automation tasks.
Similar in ease of use to tools like Pabbly Connect.
Allows users to easily visualize and modify the customer journey.

5. Real-Time Updates:
Automation adjusts based on customer interactions and changes in the customer journey.
Integration with Perfex CRM’s existing data and customer records.

6. WhatsApp API Integration:
Users can create and manage chatbots.
Automated WhatsApp messaging based on customer journey stages.
Technical Requirements:

1. Technology Stack:
Perfex CRM (based on CodeIgniter framework)
PHP 7.4 or higher
MySQL
JavaScript (for frontend interactions)
APIs for SMS, WhatsApp, email, and calling services

2. User Interface:
Drag-and-drop builder for automation tasks.
Dashboard to manage and monitor automation funnels.
User-friendly design, ensuring even non-technical users can create and manage automation.

3. Variables and Conditions:
Fully manageable and properly defined variable system.
Users can set conditions and triggers for automation tasks.
Example: If a customer opens an email, send a follow-up WhatsApp message.

4. Security and Compliance:
Ensure data privacy and security measures are in place.
Compliance with relevant data protection regulations (e.g., GDPR).

Project Deliverables:
Fully functional automation module integrated with Perfex CRM.
Documentation for installation, configuration, and usage.
Source code with comments for future maintenance.
User guide for creating and managing automation funnels.
Support for initial setup and troubleshooting.

Desired Developer Skills:
Strong experience with Perfex CRM and CodeIgniter framework.
Proficiency in PHP, MySQL, and JavaScript.
Experience with API integrations (SMS, WhatsApp, email, and calling services).
Familiarity with creating intuitive user interfaces.
Attention to detail and ability to deliver a high-quality product.

Application Process:
Please provide your portfolio or examples of similar projects you have completed. Include your proposed timeline, cost estimate, and any additional suggestions for this project.