Perfex CRM Customization for Digital Marketing Agency
Budget: ₹600 – ₹1,500 INR
# Perfex CRM Customization for Digital Marketing Agency
We are looking for an experienced PHP / Perfex CRM developer to customize our existing CRM system according to our agency workflow requirements.
## CRM Platform
* Perfex CRM
* Custom PHP/MySQL Development
---
# Project Scope
## 1. Project Management Workflow Customization
We need a multi-level workflow system inside a single project for two departments:
### Department Structure
#### Level 1 – Creative Production Team
* Graphic Designers
* Video Editors
#### Level 2 – Social Media Team
* Responsible for publishing/posting content
---
## Workflow Requirements
* One project should be assigned to both departments simultaneously.
* Workflow should be sequential.
* Social Media Team should get access only after Production Team completes work.
* Automatic workflow trigger after completion of production tasks.
---
## Access Control Requirements
### Production Team
* Manage only their tasks
* Update/edit their task status
* View Social Media Team progress (read-only)
* No access to publishing section
### Social Media Team
* Access enabled only after production completion
* Manage their own tasks
* View production status (read-only)
* Cannot edit production tasks
---
## Optional Features
* Separate status pipelines for each department
* Department-wise dashboard/progress tracking
* Notifications/workflow automation
---
# 2. Ad Budget Tracking Module
We need a custom budget management system inside Perfex CRM to replace Google Sheets.
## Current Use Case
Clients provide bulk ad budgets (example ₹20,000), and the amount is gradually used across platforms like:
* Facebook Ads
* Instagram Ads
* Google Ads
* LinkedIn Ads
---
## Main Requirements
* Employees assigned to the project can add usage entries.
* Employee name and entry date should auto-save.
### Budget Fields
* Amount Received
* Amount Used
* Client Name
* Project Name
* Platform
* Ad Account
* Campaign Objective
* Remarks
---
## Ad Account Management
* Store fixed ad accounts per client
* Ability to update/change ad accounts
---
## Financial Features
System should display:
* Total Budget Received
* Total Amount Used
* Remaining Balance
### Validation
* Warning if spend exceeds available balance
---
## Reporting Features
* Complete transaction history
* Filter reports by:
* Client
* Date
* Employee
* Platform
* Project
---
## Financial Year Requirement
Reports/accounting should follow:
* Indian Financial Year (April to March)
---
# Expected Outcome
* Smooth workflow between Production & Social Media teams
* Better project tracking
* Real-time budget management
* Centralized ad spend tracking
* Reduced dependency on external spreadsheets
---
# Developer Requirements
* Strong experience with Perfex CRM customization
* PHP/MySQL expertise
* Experience with role permissions/workflow systems
* Ability to create clean and scalable modules
Please share:
* Relevant Perfex CRM experience
* Similar projects completed
* Estimated timeline
* Cost quotation
* Support availability after deployment
We are looking for an experienced PHP / Perfex CRM developer to customize our existing CRM system according to our agency workflow requirements.
## CRM Platform
* Perfex CRM
* Custom PHP/MySQL Development
---
# Project Scope
## 1. Project Management Workflow Customization
We need a multi-level workflow system inside a single project for two departments:
### Department Structure
#### Level 1 – Creative Production Team
* Graphic Designers
* Video Editors
#### Level 2 – Social Media Team
* Responsible for publishing/posting content
---
## Workflow Requirements
* One project should be assigned to both departments simultaneously.
* Workflow should be sequential.
* Social Media Team should get access only after Production Team completes work.
* Automatic workflow trigger after completion of production tasks.
---
## Access Control Requirements
### Production Team
* Manage only their tasks
* Update/edit their task status
* View Social Media Team progress (read-only)
* No access to publishing section
### Social Media Team
* Access enabled only after production completion
* Manage their own tasks
* View production status (read-only)
* Cannot edit production tasks
---
## Optional Features
* Separate status pipelines for each department
* Department-wise dashboard/progress tracking
* Notifications/workflow automation
---
# 2. Ad Budget Tracking Module
We need a custom budget management system inside Perfex CRM to replace Google Sheets.
## Current Use Case
Clients provide bulk ad budgets (example ₹20,000), and the amount is gradually used across platforms like:
* Facebook Ads
* Instagram Ads
* Google Ads
* LinkedIn Ads
---
## Main Requirements
* Employees assigned to the project can add usage entries.
* Employee name and entry date should auto-save.
### Budget Fields
* Amount Received
* Amount Used
* Client Name
* Project Name
* Platform
* Ad Account
* Campaign Objective
* Remarks
---
## Ad Account Management
* Store fixed ad accounts per client
* Ability to update/change ad accounts
---
## Financial Features
System should display:
* Total Budget Received
* Total Amount Used
* Remaining Balance
### Validation
* Warning if spend exceeds available balance
---
## Reporting Features
* Complete transaction history
* Filter reports by:
* Client
* Date
* Employee
* Platform
* Project
---
## Financial Year Requirement
Reports/accounting should follow:
* Indian Financial Year (April to March)
---
# Expected Outcome
* Smooth workflow between Production & Social Media teams
* Better project tracking
* Real-time budget management
* Centralized ad spend tracking
* Reduced dependency on external spreadsheets
---
# Developer Requirements
* Strong experience with Perfex CRM customization
* PHP/MySQL expertise
* Experience with role permissions/workflow systems
* Ability to create clean and scalable modules
Please share:
* Relevant Perfex CRM experience
* Similar projects completed
* Estimated timeline
* Cost quotation
* Support availability after deployment