Perfex CRM Product - Project
€30-250 EUR
Paid on delivery
I am seeking a skilled freelancer to develop a custom module for Perfex, a comprehensive project management and CRM platform. The module I envision will enhance Perfex's capabilities by allowing the creation of products within the system, with a unique twist. Rather than customers directly booking these products, employees will handle the bookings on behalf of the customers.
When an employee makes a booking for a customer, the module should seamlessly generate an invoice, create a corresponding project, and generate a contract. To simplify the contract creation process, the module will leverage the existing Contracts section in Perfex. This means that the module will extract relevant contract templates from Perfex and associate them with the respective product.
To streamline project management, I aim to establish predefined parameters for projects, such as tasks, milestones, and deadlines. These parameters will be stored as templates, which can then be assigned to individual products. Consequently, whenever an employee makes a booking, the associated project will automatically incorporate the predefined project parameters from the assigned template.
Similarly, I would like to establish predefined invoice templates within Perfex. These templates will include relevant information such as pricing, payment terms, and branding. Each product will be assigned a specific invoice template, so when an employee books the product for a customer, the generated invoice will automatically adhere to the predefined template.
In summary, the desired module will introduce the following functionalities to Perfex:
Enable the creation of products booked by employees on behalf of customers.
Automatically generate invoices when a booking is made, using predefined invoice templates.
Create projects associated with each booking, incorporating predefined project parameters from assigned templates.
Generate contracts by leveraging existing contract templates in Perfex and linking them to the respective product.
It's crucial that the freelancer possesses prior experience working with Perfex and is proficient in developing custom modules for the platform. The module should seamlessly integrate with Perfex's existing functionalities and maintain a user-friendly interface.
Additionally, I would appreciate it if the freelancer could provide thorough documentation for the developed module. This documentation should include clear instructions on how to install and configure the plugin within Perfex. Moreover, it should provide comprehensive explanations of the module's functionalities, along with any necessary guidelines for making modifications or customizations in the future.
Having a well-documented plugin ensures that I can easily understand and manage the module, even if there are updates or changes required down the line. The documentation will serve as a valuable resource for troubleshooting, maintenance, and maximizing the module's effectiveness within Perfex.
Project ID: #36653320
About the project
38 freelancers are bidding on average €223 for this job
Hello Client! My name is SAPNA and I am a specialized freelancer in the areas of Web and Mobile app development. With over 2% of the freelancer community ranking in my area of expertise, you can be assured that you are More
Hello Employer, I'm an expert having 10+ years of rich experience working with PEREFX CRM, CODEIGNITER< PHP, MYSWL as I have worked on many projects for my clients in PEREFX CRM for Modules Developments, Customization More
Hello ^^PERFEX CRM PROFESSIONAL EXPERT^^ Let's get started developing a custom module for Perfex as per the given description and will provide documanetion as well. As I have done so many similar projects like th More
Hello, my name is Rekha and I'm a skilled freelancer with over 7+ years of experience in web development. I understand that you are seeking a skilled freelancer to develop a custom module for Perf magnitude, a compre More
Hello there! My name is Navjot, and I am an experienced freelancer with 7+ years of experience in web design and development. I understand that you are seeking a skilled freelancer to develop a custom module for Perfex More
Hello I have read your requirement and I am confident that I can help you. I have developed CRM-based projects recently. Please message me so that we will have a detailed discussion. I am having 9+ years of experi More
Hi there, I am Rashid. Hope you are doing great. Firstly about the Perfex CRM Product - Project that I have a great experience in it. I am very confident to pull it off once awarded. I have good experience in Software More
Hi there mate ! I possess expertise in PHP, Software Architecture, Codeigniter, MySQL and I'm confident that I can get this task done for you as per your requirements. I have worked on similar projects to what you ar More
Hello I have evaluated your project description . I am highly appreciative to work on this specific task Perfex CRM Product** I can do my best. I am Passionate Perfex CRM/Full stack developer having rich experience wi More
Hello, I have extensive experience in CRM and custom plugin development. Honestly, I have never used Perfex CRM before, however, in my previous role at AgraBox, I implemented a drone management system using Rise CRM, i More
Hello Client, my name is Olga, and I'm an experienced full stack web developer with over 10 years of experience designing and developing web applications. I have worked on projects that require me to use a wide range o More
Hi, I am a professional web developer with extensive experience in building websites that are visually appealing, user-friendly, and optimized for search engines at reasonable cost and a short amount of time depending More
Hello! My name is Vladyslav and I am a skilled freelancer with 5 years of frontend development, 3 years of backend development, and 3 years of experience in CI/CD, web hosting, etc. I have a strong track record of deli More
Hi, I have experience in Perfex CRM so, I can work for you and if you hire me, I will do my absolute best on your project and provide perfect result on time. I`m open to discuss your project Best regards Hoi Yuen
