Perfex CRM Customization

Job ID: 37565633

Budget: $750 – $1,500 USD

I need to customize Perfex CRM1. In the contacts module:

Create field groupscreate new fields
Create labels,
User permissions to access certain contact groups,
Create conditions
Create custom tabs

And that these creations can be created only by administrators.


2. Module for WhatsApp, attached video: https://www.youtube.com/watch?v=e2z94ArqbQM&t=12s&ab_channel=OdooWhatsapp-AcruxLabChatRoom

No password required, only your name and email
https://chatroom.acruxlab.com/web/signup


3. Integrate taxable electronic invoicing with the tax system of my country


4. Create an accounting system

This is the contact flow:
https://miro.com/app/board/uXjVNKUsWmo=/

And these are the modules we would like to have:
https://miro.com/app/board/uXjVNFBjncs=/

And a brief explanation of the company. What we need is to improve communication between the company and client, know the workload of our staff and communicate between the team.

https://docs.google.com/document/d/1-HqWvcxNEO-DiVodmliL92R7lcTl9UJE/edit

If you speak Spanish much better, but there are no problems if you don't know it.
Related categories: PHP CRM Codeigniter