Nintex workflow jobs

Project Description: Data Export from Medical Records System - I am in need of a professional who can assist me in exporting medical history data from the medical records system of our veterinary practice. - The exported data needs to be in PDF format, and the system in use (ezyVet) calls these exports ...and Experience: - Experience in working with medical records systems and exporting data from them. - Proficiency in exporting data in PDF format. - Knowledge of legal compliance requirements in the medical field. - Attention to detail to ensure accurate data export and renaming of files. - Strong organizational skills to manage and organize exported data effectively. Will provide the detailed workflow and log in information you need to complete this task once we have come to an ...

DESIGNING & DEVELOPING CLOUD APPLICATIONS Th...and frameworks for business process automation. Cloud Architecture: Familiarity with cloud architecture principles. Knowledge of best practices for designing scalable and secure applications in the cloud. Automation Tools: Knowledge of automation tools and frameworks to streamline business processes. Integration Skills: Ability to integrate various systems and APIs for smooth automation and workflow management. Problem-Solving: Strong problem-solving skills to identify and address potential bottlenecks and issues in the automation process. If you possess the skills and experience mentioned above, particularly in designing and developing cloud applications with a focus on business process automation, we encourage you to submit ...

...work from anywhere in the U.S. If you value flexible hours, with solid administrative support, and thrive in collaborative environments with talented individuals, this might be the ideal role for you. Your focus will be on reviewing tax returns and handling client closing during peak seasons, while having no responsibilities during non-busy periods. This is an ongoing contract role tailored to workflow demands, offering flexibility in work hours. We are seeking a seasoned and technically proficient tax professional who thrives on substantial client interaction. The primary responsibilities include conducting final reviews and facilitating client closings, with a heightened focus during quarterly and annual peak seasons. This role receives support from administrative staff and ad...

I am looking for a freelancer who can create a custom workflow action for my existing gohighlevel CRM. The specific action I need is to create appointments in the gohighlevel calendar. Ideal Skills and Experience: - Proficient in gohighlevel and its features - Familiarity with gohighlevel calendar functionality

...structure and execution for our small team. Our main goal is to streamline workflow and increase efficiency. Ideal Skills and Experience: - Strong project management skills and experience - Familiarity with task management software and tools - Excellent communication and collaboration skills - Experience in streamlining workflow and increasing efficiency in small teams - Knowledge of daily operational tasks and their execution - Ability to create clear task structures and track progress effectively We are specifically looking for someone who has experience in handling daily operational tasks and can help us improve our communication and collaboration within the team. If you have the skills and expertise in streamlining workflow and increasing efficiency, we woul...

...clearly in English, not too much dialects. I am not an English native but I am willing to learn in this global language. 6. a good sense of SEO oriented web design. PART-IV: Remarks: 1. Please DO NOT show me the history of WP, the comparisons between Elementor and Generatepress, or even Oxygen. I know them already from online. Let's just focus on Blocks centered Gutunberg Full Site Editor workflow, starting GenX journey straightforwardly. 2. To make the tutor journey be fruitful, I wondered if you could set up at least two WP sites (for functions comparisons or one for your tutoring and the other for my "homework") in pantheon (or anywhere we can have access to securely) and then we started our zoom meeting with the pantheon site where you've already got...

...integration of Facebook PIXEL, and the execution of a targeted Facebook Ads campaign. 1. Zoho CRM Setup: Configure Zoho CRM to meet the specific needs of our Granite and Marble business. In-depth customization to ensure smooth automation of business processes. Inclusion of all pertinent business details and data for efficient operations. Integration of Zoho CRM with other relevant tools for a cohesive workflow. 2. WhatsApp Automation Setup with XBOT: Implementation of XBOT for WhatsApp automation to enhance communication efficiency. Customization of automated responses and workflows to improve customer engagement. Integration with Zoho CRM for synchronized data management. Training and documentation for our team on using and maintaining the automated system. 3. Website Develop...

I am looking for a freelancer who can help me with my Google AppSheet project. Specific functionality needed: - Workflow automation Database: - I have an existing database that will need to be integrated with the Google AppSheet. Integration: - I require integration with non-Google services. Ideal skills and experience for this job: - Proficiency in Google AppSheet - Experience in workflow automation - Knowledge of integrating non-Google services with Google AppSheet

I am looking for a freelancer who can help me set up and...configure my Twilio account. Here are the details of the project: Setup twilio account for using soft phones Simple IVR menue Sip trunk Preferred Communication Channel: - Both SMS and Voice Call Workflow: - I have a detailed plan that I want to implement with Twilio Technical Level: - I have an intermediate level of understanding with Twilio Skills and Experience Required: - Experience in setting up and configuring Twilio accounts - Knowledge of Twilio's SMS and Voice Call features - Ability to understand and implement a detailed plan - Strong communication skills to collaborate and finalize the workflow - experience setting up softphones/ sip routing If you have the necessary skills and experience, please a...

I have a mechanical workshop that caters mainly for in house (company owned) vehicles. I am looking for a freelancer who can help me create a Zoho Book in sheet using Creator that is linked to my inventory (already created). The main purpose of this project is to manage my inventory levels effectively and ensure that all data regarding repairs are recorded for future reference. The actual workflow will be as follows: 1. Vehicle arrives and is booked in using the book in sheet, the car details as well as driver details must be entered as well as the reason for the vehicle being there (drop down list including options such as service, clutch replacement, brakes etc) including any faults that may be entered in manually. This ideally should be via a cellphone or tablet. A job card is...

...Customer and Multiple Work Handling: • Streamlined process for repeat customers • Dedicated RE for clients with multiple ongoing works User Roles: • Staff • Expert/Associate • Individual Client • Organization (with multiple sub-users and various rights) • Agents (for business generation) • Guest (no specific role) Technical Requirements: • Work-Based Flow Chart: Develop a visual representation of the workflow for better understanding and optimization. • Automation of Communication: Design an automated system for communication once a specified work flow is finalized. • Expert Assignment: Implement a mechanism to list new works to specified experts for efficient assignment. • Implement AI and latest technologies • Plu...

I am looking for a skilled developer to create a Visual C# desktop application for task automation on the Windows operating system. The main functionality of the application will be to automate repetitive tasks, streamlining workflow and increasing productivity. Ideal skills and experience for this project include: - Proficiency in Visual C# and the .NET framework - Strong understanding of task automation techniques and best practices - Experience with developing desktop applications for Windows operating system If you are a talented developer with expertise in Visual C# and task automation, I would love to discuss this project further with you.

Redesign the Application with the Key Features User-Centric Design: Prioritizing the needs and preferences of end-users to create a user-friendly experience. Customization: Tailoring the design to accommodate diverse client needs and system configurations. Efficiency and Workflow Enhancement: Streamlining processes to improve overall efficiency for medical professionals. Scalability: Designing interfaces that can adapt and scale as your organization grows and evolves.

Power App Development for Workflow Automation on Microsoft Teams - I am seeking a skilled Power App developer to create a custom solution. - The main functionality required for this Power App is to replace an existing custom Extranet system. The new Extranet System to be built in Microsoft Power Apps and storing data in Microsoft's Dataverse. The functionality of the extranet is a CRM that tracks Accounts/Contacts and associated activity such as emails, phone calls, chats, subscriptions, class registration, user profiles. Solution will be integrated with MS Teams and potions of it to be exposed to a 3rd party website (CMS). - The ideal candidate will have experience in developing Power Apps with a focus on workflow automation, and a strong understanding of the Micro...

...Communication Skills: Exceptional verbal communication abilities in English, capable of maintaining engaging conversations and extracting pertinent information. Attention to Detail: Keen eye for detail to accurately record and enter data, minimizing errors in documentation. Software Proficiency: Experience or quick adaptability in using Batchleads, Mojo, ReadyMode or similar software for efficient workflow management. Sales Acumen: Basic understanding of real estate or sales processes is advantageous but not mandatory. Resilience: Ability to handle rejection and maintain a positive attitude during high call volume scenarios. Job Type: Full-time Salary: $3.00 - $5.00 per hour Expected hours: 50 per week Experience level: 1 year Shift: 10 hour shift Supplemental pay types...

I am looking for a freelancer who can create a custom workflow action for my existing gohighlevel CRM. The specific action I need is to create appointments in the gohighlevel calendar. Ideal Skills and Experience: - Proficient in gohighlevel and its features - Familiarity with gohighlevel calendar functionality

I am looking for a skilled React developer to transform FIGMA ...connect it to backend. The ideal candidate will have experience with advanced interactivity, including animations and complex user interfaces. The FIGMA design files and flowcharts are ready and will be provided to the freelancer. Following pages have to be made: Landingpage b2b Landingpage b2c Sign up waitlist page - email and btn (stored in DB) 9 workflow pages with 2-4 fields on each (collecting data about a person / jobcandidate) 7 workflow pages with 2-4 fields on each (collecting data about a joboffering) 1 contact us page 1 about us page For the right candidate more work will be given after this job as it is continious project. The code will be checked by to ensure the quality is good before deploying ...

...in the vibrant city of Warsaw, Poland. As an integral part of our organization, the ideal candidate will play a crucial role in providing top-notch technical assistance and support to ensure the seamless operation of our IT systems. Responsibilities: • Diagnose and resolve technical issues promptly and efficiently. • Provide comprehensive technical support to team members, fostering a smooth workflow. • Ensure the optimal functioning of all IT systems and hardware components. • Communicate effectively with non-technical users to understand and address their IT concerns. • Collaborate with cross-functional teams to implement effective solutions and enhancements. Requirements: • Proven experience in IT support roles. • Strong troubleshooting ski...

...The app should have the following features and functionalities: - Workflow automation: The app should be able to automate various workflows and processes. - Data entry and storage: The app should allow users to enter and store data efficiently. - User authentication and security: The app should have user authentication and security features to protect sensitive information. The preferred platform for the app is both iOS and Android, so the app should be compatible with both operating systems. I am looking to have the project completed within a timeframe of 3-4 weeks. Ideal skills and experience for this job include: - Proficiency in developing power apps for both iOS and Android platforms. - Strong knowledge of workflow automation and data storage. - Experience in imp...

...in the vibrant city of Warsaw, Poland. As an integral part of our organization, the ideal candidate will play a crucial role in providing top-notch technical assistance and support to ensure the seamless operation of our IT systems. Responsibilities: • Diagnose and resolve technical issues promptly and efficiently. • Provide comprehensive technical support to team members, fostering a smooth workflow. • Ensure the optimal functioning of all IT systems and hardware components. • Communicate effectively with non-technical users to understand and address their IT concerns. • Collaborate with cross-functional teams to implement effective solutions and enhancements. Requirements: • Proven experience in IT support roles. • Strong troublesho...

...brief will be pivotal in guiding our content team to produce a compelling, high-quality blog post that aligns with our broader content strategy. Key Requirements: Title: 5 Innovative Engineering Apps: Streamlining Workflows Keywords: Engineering Apps (Primary) Secondary: - Productivity Apps for Engineers - Best Apps for Engineers - Engineer Task Management Apps - Engineering Management Apps - Workflow Automation in Engineering Target Word Count for blog (not brief): 2,500 words Audience: Engineers Focus Areas for the Brief: - Content Coherence: We expect the brief to include coherent section titles (h2, h3, h4) that logically relate to the main topic. - Engaging Tone: The brief should propose a natural, engaging tone, with question-based titles to captivate the reader. - Keywo...

A web app will be created with a story board explaining the workflow to create the app. A guideline document listing the requirements will be followed. The project will focus on the area of Natural Disasters.

...invoices automatically. - It should have AI learning capabilities to improve accuracy and efficiency over time. - The ability to analyze and generate reports based on the processed invoice data is essential. Subject: Proposal for Implementing Automatic Invoice Entry System with AI Learning An advanced automatic invoice entry system. Project Overview: Our goal is to revolutionize our invoicing workflow by introducing automation with AI learning capabilities for data entry. We envision a program that seamlessly scans invoices containing inventory items and utilizes AI learning algorithms to enhance the accuracy and adaptability of data entry into our point of sale program. Key Fields for Data Extraction: Supplier Name: Extracting vendor or supplier information intelligently th...

Project Overview: We are seeking an experienced developer to create a robust delivery app seamlessly integrated with our Magento 2 website. The primary objective is to optimize our delivery workflow, simplify order assignments, and enhance overall efficiency. The app should feature a user-friendly interface for drivers, provide real-time tracking for both admins and customers, integrate seamlessly with our existing WhatsApp notification extension, include pinpoint location at checkout, and support mobile app functionality(Our ecommerce mobile app in react native). Additionally, the app should facilitate the management of failed deliveries and allow for easy rescheduling.

...Functionality: - The app should have data entry and storage capabilities, allowing users to input and store information efficiently. - Workflow automation is a key feature that should be implemented to streamline processes and improve efficiency. - Reporting and analytics functionality is needed to track and analyze data for better decision-making. Integration: - The Power App needs to integrate with SharePoint, as we have an existing system in place that we want to connect with the app. Timeline: - The expected timeline for completing the Power App is within 1 month. Ideal skills and experience: - Proficiency in developing Power Apps with expertise in data entry, storage, workflow automation, and reporting. - Experience in integrating Power Apps with SharePoint. - Stro...

...Python code extracts data from third-party sources (via REST APIs) and utilizes Neo4j Cypher queries for transformation. (2) Azure Blob Storage: - Provide detailed instructions on setting up Azure Blob Storage for storing CSV files produced in the data transformation process. (3) Azure Functions: - Provide detailed instructions on setting up Python code using Azure Functions to orchestrate the workflow. Include instructions for triggering Python code and Neo4j Cypher queries with pre-determined schedules (i.e., batch compute). (4) Additional Guidance to be included in the Instruction Document: - Optimal Azure Setup: Guide us on setting up Azure at minimal or low cost. - Azure Managed Services: Provide recommendations on utilizing Azure managed services to reduce management ove...

Looking for a skilled and experienced .NET developer to work on an integration of third party flight booking API suppliers like Amadeus, Skyscanner, etc. and GDS, Non-GDS systems. The ideal candidate should have a strong background in .NET technologies, specifically in developing robust and scalable Web APIs integration and must have thorough understating of flight booking workflow in travel technology. The Web API will serve as the backend for our application and should be built using the latest .NET technologies and best practices. This is a great opportunity to work on an exciting project and showcase your skills in .NET development. Key Responsibilities: • Design, develop, and maintain high-performance, secure and scalable Web APIs using .NET technologies using .NET as ...

I am looking for a freelancer who can help me automate tasks using Alteryx and Python. The specific tasks that need automation are data cleaning and preprocessing. This is a new project from scratch, so there are no existing scripts or workflows that need optimization. For communication and project updates, I am open to the recommended method. Whether it's daily emails, weekly video calls, or using a project management tool, I am flexible and open to suggestions. Ideal Skills and Experience: - Proficiency in Alteryx and Python - Experience in data cleaning and preprocessing - Knowledge of automation workflows - Strong communication and project management skills

Project Overview: We are in need of a skilled freelancer to take on the completion of a crucial project that is approximately 70% complete. This project involves the development of a disposition management module designed to streamline interactions and workflows between a company, its clients, and suppliers. The module is developed using C# .NET, Svelte, and SvelteKit. Current Progress and Components: The module is well underway with the following components: C# .NET API with Dapper (High Priority): This is the project's backbone, handling critical calculations and processes. Svelte Component (Intranet - Medium Priority): It operates within an intranet, managing PDF document processing and visualization. SvelteKit Checklist (Lower Priority): This provides an intuitive in...

We are a consulting company with a digitalization project in front of us for one of our customers. We need to develop a custom Document Management System with OCR using AWS and open source. We...solution in AWS. The features to develop: - Document Storage: Centralizes and organizes electronic and physical documents. - Version Control: Tracks different versions of a document as it gets edited. - Search and Retrieval: Facilitates the search and retrieval of documents using tags, keywords, or metadata. - Security and Access Control: Determines who can access, view, or edit documents. - Workflow Automation: Automates document-related processes such as approvals and reviews. - Backup and Disaster Recovery: Provides options for backing up and recovering documents in case of loss in a loc...

...functional, streamlined MVP for initial user testing and feedback. Key Responsibilities: Integration: Implement the backend logic to connect with the API, sending audio files and receiving transcribed text. GPT Model Connection: Interface the transcribed text with our custom GPT model for analysis. Backend Development: Develop the server-side components necessary for handling the workflow, ensuring efficient processing and response handling. MVP Focus: Prioritize creating a lean yet functional product suitable for early user testing and feedback collection. Skills Required: Experience in backend development, preferably in Node.js or Python. Knowledge of RESTful API integration. Familiarity with basic asynchronous processing techniques. Understanding of secure coding practices

I need an upgrade for Telegram APP in order to manage a Corporate Team In need integration with TO DO (with tags) and Calendar(with tags) and Multi-Task Workflow (multiple linked to do) In general each message can be transformed in a calendar or task (to do) for the user or to be assigned to other user. Most important an AI Bot that must be able to make question to the single user in a certain GPS coordinates, time or situation. (an administrator can manage this feature)

I am working on a serviceNow provider, i have a stories for audit management, most of them is OOB i only have to trigger and make sure of workflow Can any one here help me with that? like clarification and check with me. no coding need

We seek a skilled Python Freelance Developer to join our team in developing a Python-based Basic Application with Request Tracking, Email Notifications, and other essential features. Our application will cater to users who can sign up or use a guest mode to submit requests. It will include features like estimates, invoicing, and payments based on these request...systems (e.g., PostgreSQL, MySQL) and data modeling. Knowledge of web security principles and best practices. Strong problem-solving skills and attention to detail. Excellent communication and teamwork skills. Ability to work independently and meet project deadlines. Prior experience with request tracking systems, email notifications, and payment integration is a plus. Familiarity with departmental workflow management is an ...

I am looking for a Manychat expert who can help me with my telemedicine project. Messaging Platform Integration: The primary messaging platforms th...plan to integrate with Manychat are WhatsApp, Instagram, and others. Primary Purpose: The primary purpose of using Manychat for my project is customer support and omnichannel marketing. Workflow and Interactions: I have a detailed automation plan for the workflow and sequence of interactions that the bot should follow. Ideal Skills and Experience: expertise in Manychat and its integration with messaging platforms, specifically WhatsApp, Instagram, and others. experience in building and customizing chatbots for customer support purposes. ability to understand and implement a detailed plan for the bot's workflow, i...

I am looking for a freelancer who can assist me with the development of my Smartsheet project. Specific features and functionalities that I require in the Smartsheet include: - Reporting and analytics capabilities...data that needs to be migrated into Smartsheet, so experience with data migration is necessary. The timeline for this project is 1-2 weeks, so I am seeking someone who can work efficiently and meet deadlines. Ideal skills and experience for this job include: - Proficiency in Smartsheet development and customization - Experience with reporting and analytics tools - Knowledge of automation and workflow processes - Strong collaboration and file sharing skills If you have the necessary skills and can complete this project within the specified timeline, please reach ...

...AI-Powered Story Generation Implement an AI module capable of generating creative and engaging stories based on user inputs. Integrate the story with the illustrated images, ensuring a cohesive narrative flow. Customize the story output based on different themes or genres as specified by the user. 3.3 Integration and Testing Combine the image processing and story generation modules into a seamless workflow. Conduct thorough testing to ensure functionality, accuracy, and user experience. 3.4 Documentation and Handover Provide comprehensive documentation of the code and algorithms used. Offer basic training to our in-house team for maintenance and minor updates. 4. Technical Requirements Proficiency in AI and machine learning, particularly in natural language processing and compute...

I am looking for a freelancer who can customize the Odoo CRM Workflow module for my personal use. Requirements: - I have a detailed plan for the workflow and would like the freelancer to implement it. - The project has an immediate deadline, so the freelancer should be able to start working on it right away. Ideal Skills and Experience: - Experience in customizing the Odoo CRM Workflow module. - Strong understanding of workflow management and customization. - Ability to work quickly and efficiently to meet the immediate deadline.

I am looking for someone who can identify processes in my existing workflow system for two of my businesses that can be automated & improved - making my work more efficient! I need guidance on how to build hyper efficient systems to make sure every part of both my businesses - from lead generation to client delivery–runs smoothly and seamlessly. As well as to have one digital workspace where I can supervise my team.

I am looking for someone who can identify processes in my existing workflow system for 2 of my businesses that can be automated & improved - making my work more efficient! I need guidance on how to build hyper efficient systems to make sure every part of both my businesses - from lead generation to client delivery–runs smoothly and seamlessly. As well as to have one digital workspace where I can supervise my team as my business involves a great deal of outsourcing.

Power Automation for Workflow I am looking for a freelancer who can help me automate my email management system using Gmail. The specific tasks I would like to automate in my workflow include automatically sorting and labeling emails. Skills and Experience: - Proficiency in Gmail and its automation capabilities - Experience in creating filters and labels in Gmail - Knowledge of scripting languages such as Google Apps Script or Python for automation - Familiarity with email management best practices - Attention to detail in organizing and categorizing emails Requirements: - Automating the process of sorting and labeling incoming emails based on specific criteria - Ensuring that the automation is set up to accurately and efficiently sort emails into appropriate folders or ...

I am in need of an SAP expert who specializes in SAP FI (Financial Accounting) s4hana public cloud vendor payement and advancemt workflow knowledge. The project requires both process design and troubleshooting skills. Key Requirements: - Strong knowledge and experience in SAP FI module - Ability to design efficient processes within the SAP system - Proficient in troubleshooting and resolving issues in SAP FI module Ideal Skills and Experience: - SAP certified in SAP FI module - Previous experience in process design and troubleshooting in SAP FI module - Strong analytical and problem-solving skills - Excellent communication and collaboration skills Timeline: - The project has an immediate timeline and should be completed within 1-2 weeks. If you have the necessary skills and

we are running an exhibition design company with 10 people. We have a task list of 60 -70 steps that needs to be added into a worklflow where 3-4 different people are involved. this is a geberal workflow that must by works as a template for new projects too. New projects will use the same template but have different fixed dates.

I am looking for a skilled developer to create a website that will serve as a contract management system. The website should have the following features: - Contract approval workflow: The system should allow for the creation of contracts and provide a workflow for approving and managing them. - Mobile responsiveness: The website should be designed to be fully responsive across different devices, ensuring a seamless user experience for both desktop and mobile users. - Custom-built platform: The preferred technology for this project is a custom-built solution using PHP, Python, or similar languages. This will allow for the creation of a tailored system that meets our specific requirements. If you have experience in contract management systems and expertise in custom website...

...Apps project. The specific functionality that I require assistance with includes fixing bugs in existing canvas apps Requirements: - Strong experience with Power Apps and its various features - Proficiency in data integration and the ability to seamlessly connect Power Apps with other systems - Expertise in user interface design to create a visually appealing and intuitive app - Knowledge of workflow automation to streamline processes and improve efficiency Ideal Skills and Experience: - Proven track record in developing and supporting Power Apps projects - Strong problem-solving skills and the ability to troubleshoot issues quickly - Excellent communication skills to understand and address my specific requirements - Ability to work under tight deadlines and deliver high-qualit...

I am looking for a Power Automate developer to automate our workflows. The specific tasks that need to be automated include workflow automation. 1. Setup Approval Process for documents uploaded to SharePoint library. Covert files during the approval process. The documents would have to be sent to a approver depending on the department and how the file is tagged when uploaded. So, the approver is not always the same person and PowerAutomate would have to determinate that based on the tags associated with the file ( the department ) . 2. Need to setup forms in Power Automate to forward MS forms results on a SharePoint site and send the form result as a PDF attachment to a designated email address. Some work has been done for the above work follow and automation, but not comple...

I need to API integration for my own saas. website is is text generation website. 1 Only freelancers no recruiters. 2 login an register accounts, 3 clean code without using templates. 4 display all information of original website. 5 i need developer full time, immediate time to start project ASAP. 6. Two weeks delivery time. 7 If you are agree come inbox. 8 figma workflow

We have a laravel based CRM which needs to be enhanced and add multiple features & customizations as below. More detailed of these requirements , I will share after we start discuss 1. Add Estimates & Invoicing Feature 2. Change Navigation Sidebar, Header & Kanban UI Design & style 3. Modify & Enhance Automation Workflow Engine. i.e Add mofre rules, models, actions, conditions etc 4. Twilio Call Enhancement . We already have twilio call system. We need add more features like buy phone number, call crdits, call recording & play, call history, and call routing 5. Create a addon system where we can add addons later , like plugins 6. Create a quickbooks addon to sync invoices, estimates etc between quickbooks and CRM & vice versa 7. Add mailchimp module to s...

Notion Consultant to develop a system from scratch Requirements: - Task management feature - Database integration - Collaboration tools Workflow: - Client has a general idea but needs assistance in implementing a specific workflow User base: - 1-10 users Ideal skills and experience: - Strong knowledge of Notion and its capabilities - Experience in developing systems from scratch - Ability to integrate databases and implement task management features - Strong communication and collaboration skills to assist the client in defining their workflow

We need to develop some custom modules over the perfex CRM and brief overview is below. 1. Install SAAS module and setup wildcard ssl for each new subdomain setup. I will share the SAAS script purchased already. 2. Change some UI design for few screens like header, buttons style, kanban etc 3. Add automation & workflow engine to automate tasks like sending email when invoice state changes etc 4. Add option for advanced and custom filters in leads, contacts, invoices etc 5. Add Dashboard Builder with option to create multiple dashbaord using KPIs, charts, graphs etc. Role based access control etc I will share more details on it and design details etc after we start dicussion. Timeline : 31 Dec 2023