Perfex CRM – Setup Multitenancy + WhatsApp + Facebook Leads + Marketing Automation -- 2

Job ID: 39604201

Budget: $30 – $250 USD

Hi! I’m using Perfex CRM and need help finalizing the setup of a few key modules. The system and modules are already installed — I just need someone experienced to configure and make sure everything works properly.

Here’s what I need:

1. Multitenancy Module
Make sure the module is configured correctly so I can manage multiple internal companies (tenants) from the same CRM installation, without needing subdomains or separate logins.


2. WhatsApp Module
Check that the WhatsApp messaging module is activated and working properly inside the CRM.


3. Marketing Automation Module
Help finish setting up basic forms and automation for two companies (tenants) that are already created.


4. Facebook Leads Integration Module
Once I provide the module, install and connect it to my Facebook Page so new leads are synced into the CRM automatically.



All modules are already purchased.
CRM is already installed.
This is not a full development project — mostly configuration and testing.

Budget: $100
Timeline: Within 4–5 days

Please only apply if you’ve worked with Perfex CRM and these modules before.