PERFEX CRM DEVELOPMENT SERVICES

Custom Perfex CRM Development & Customization

Customize, extend and integrate Perfex CRM around your business processes with custom modules, workflows, integrations, automation and PHP development.

WHAT I CAN DO

Perfex CRM Development Services

Perfex CRM can be extended far beyond its standard features. I can customize the CRM around your team’s workflow, data structure and business requirements.

Custom Perfex Modules

Develop custom Perfex CRM modules to add functionality that is specific to your business processes and requirements.

  • Custom modules
  • Admin functionality
  • Custom database tables
  • Business-specific features

CRM Customization

Customize existing Perfex CRM functionality, screens and workflows to match how your team actually works.

  • Dashboard customization
  • Custom fields
  • Workflow changes
  • UI customization

Perfex CRM API Integration

Connect Perfex CRM with websites, external applications, APIs and other business systems to exchange data and automate processes.

  • REST API integration
  • Data synchronization
  • External services
  • Custom API workflows

Perfex CRM Automation

Automate repetitive CRM processes and connect actions across your sales, customer and internal workflows.

  • Automated workflows
  • Notifications
  • Data processing
  • Scheduled processes

Perfex CRM Bug Fixes

Troubleshoot existing Perfex CRM installations, identify issues and implement fixes without unnecessarily changing working functionality.

Migration & Data Work

Work with existing CRM data and applications during migrations, restructuring and custom development projects.

PERFEX CRM DEVELOPMENT

Turn Perfex CRM Into a CRM That Fits Your Workflow

Instead of changing your business process to fit the CRM, custom development can adapt Perfex CRM around the way your team handles leads, customers, projects, communication and internal operations.

  • Custom CRM modules
  • Custom fields and workflows
  • Third-party API integrations
  • CRM automation
  • Database and reporting functionality
  • Custom PHP development

Perfex CRM Technology

Custom CRM functionality can be developed around the existing Perfex architecture and your project requirements.

Perfex CRM

PHP

CodeIgniter

MySQL

JavaScript

jQuery

REST API

AJAX

HOW I WORK

A Practical Perfex CRM Development Process

01

Understand

Understand your current CRM setup, business workflow, users and the functionality you need.

02

Plan

Define the modules, database changes, integrations and workflow logic required for the project.

03

Develop

Develop the required Perfex CRM functionality, integrations and custom workflows.

04

Test & Deploy

Test the CRM workflows, integrations and permissions before deploying the completed changes.

HAVE A PERFEX CRM PROJECT?

Let’s Customize Perfex CRM Around Your Business

Whether you need a custom module, CRM integration, workflow automation, bug fixing or a larger Perfex CRM development project, let’s discuss your requirements.

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