You will get a Custom Module Development for Perfex CRM
Top Rated

Project details
I have customized and extended Perfex CRM to meet unique business needs by developing tailored modules, integrating third-party APIs, and enhancing the user interface. My work ensures the CRM adapts to the client’s workflow not the other way around.
What sets me apart is my deep understanding of Perfex CRM’s architecture, allowing me to build scalable, secure, and performance-optimized solutions. I focus on clean, maintainable code and deliver features that truly add value such as automation, custom dashboards, role-based access, and real-time insights.
If you're looking for a reliable developer who can align Perfex CRM with your business processes, I’m here to help.
What sets me apart is my deep understanding of Perfex CRM’s architecture, allowing me to build scalable, secure, and performance-optimized solutions. I focus on clean, maintainable code and deliver features that truly add value such as automation, custom dashboards, role-based access, and real-time insights.
If you're looking for a reliable developer who can align Perfex CRM with your business processes, I’m here to help.
Programming Languages
PHP, HTML & CSS, JavaScriptCoding Expertise
Cross Browser & Device Compatibility, Performance Optimization, SecurityWhat's included
| Service Tiers |
Starter
$150
|
Standard
$250
|
Advanced
$450
|
|---|---|---|---|
| Delivery Time | 4 days | 7 days | 14 days |
Number of Revisions | 2 | 4 | 6 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - | - |
4 reviews
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BM
Bryson M.
Mar 12, 2026
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Ben H.
Feb 6, 2026
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The project achieved its business goals of improving the UI and friction to book - our first week results showing a 2x conversion rate.
The developer was responsive and accommodating so I appreciated the collaboration.
The project ran over forecasts (in retrospect I should have spent more time to explain and confirm the functional goals) but most projects do overrun.
Overall, I'm glad we made the investment and I would rehire for future projects. Thanks for a job well done!
The developer was responsive and accommodating so I appreciated the collaboration.
The project ran over forecasts (in retrospect I should have spent more time to explain and confirm the functional goals) but most projects do overrun.
Overall, I'm glad we made the investment and I would rehire for future projects. Thanks for a job well done!
RM
Rich M.
Dec 4, 2025
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Apr 7, 2025
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About Prachi
CRM Automation | Perfex | Cliniko | Airtable | vTiger | Monday | Attio
98%
Job Success
Dehra Dun, India - 3:30 am local time
I help businesses 𝐛𝐮𝐢𝐥𝐝, 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞, 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞, 𝐚𝐧𝐝 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐞 𝐂𝐑𝐌 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 that reduce manual work, improve workflows, and keep teams organized.
With 𝟕+ 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 in CRM development, automation, PHP/Laravel, APIs, and SaaS systems, I work across 𝐧𝐨-𝐜𝐨𝐝𝐞/𝐥𝐨𝐰-𝐜𝐨𝐝𝐞 𝐂𝐑𝐌 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 𝐚𝐧𝐝 𝐜𝐮𝐬𝐭𝐨𝐦 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭.
Whether you need to 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞 𝐚𝐧 𝐞𝐱𝐢𝐬𝐭𝐢𝐧𝐠 𝐂𝐑𝐌, 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐭𝐨𝐨𝐥𝐬, 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐞 𝐫𝐞𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐩𝐫𝐨𝐜𝐞𝐬𝐬𝐞𝐬, 𝐨𝐫 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞 𝐂𝐑𝐌 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐟𝐫𝐨𝐦 𝐬𝐜𝐫𝐚𝐭𝐜𝐡, I can help.
💼 𝐖𝐡𝐚𝐭 𝐈 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮 𝐖𝐢𝐭𝐡
✅ 𝐂𝐑𝐌 𝐒𝐞𝐭𝐮𝐩 & 𝐂𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧
Perfex CRM, Cliniko, Airtable, vTiger, Monday, Attio, Zoho CRM, HubSpot, Salesforce, Pipedrive and other business systems.
✅ 𝐂𝐑𝐌 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧
Automate lead management, follow-ups, notifications, task assignments, pipelines, data synchronization and repetitive business processes.
✅ 𝐀𝐏𝐈 & 𝐒𝐲𝐬𝐭𝐞𝐦 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬
Connect your CRM with websites, Shopify, WordPress, payment gateways, email/SMS platforms, accounting systems, and third-party applications using REST APIs, webhooks, and custom integrations.
✅ 𝐂𝐮𝐬𝐭𝐨𝐦 𝐂𝐑𝐌 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭
Need something beyond what your CRM can provide? I build custom modules, features, dashboards, workflows, and SaaS solutions using PHP, Laravel, CodeIgniter, and MySQL.
✅ 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐏𝐫𝐨𝐜𝐞𝐬𝐬 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧
I can map your existing process, identify manual bottlenecks, and turn repetitive steps into reliable automated workflows using Make, n8n, Zapier, Pabbly, and custom solutions.
✅ 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 & 𝐃𝐚𝐭𝐚 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧
Fix slow CRM systems, optimize MySQL queries, improve backend performance, and handle high-volume business data.
🔧 𝐓𝐨𝐨𝐥𝐬 & 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬
𝐂𝐑𝐌: Perfex CRM, Cliniko, Airtable, vTiger, Monday, Attio, Zoho CRM, Zoho Creator, HubSpot, Salesforce, Pipedrive
𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧: Make, n8n, Zapier, Pabbly
𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭: PHP, Laravel, CodeIgniter, MySQL/MariaDB, Redis, REST APIs, Webhooks
𝐎𝐭𝐡𝐞𝐫: QuickBooks Online, Xero, Zoho Inventory, Slack, ClickUp, Asana, Trello, Jira, Podio
⭐ 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞
✔ 7+ years of hands-on development experience
✔ Strong CRM + automation expertise
✔ Business-focused approach, not just coding
✔ Clean, scalable, and maintainable solutions
✔ Experience integrating multiple platforms and APIs
✔ Reliable communication and long-term support
𝐇𝐚𝐯𝐞 𝐚 𝐂𝐑𝐌 𝐭𝐡𝐚𝐭 𝐧𝐞𝐞𝐝𝐬 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧, 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧, 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧, 𝐨𝐫 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭?
💬 𝐒𝐞𝐧𝐝 𝐦𝐞 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮𝐫 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐨𝐫 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞, 𝐚𝐧𝐝 𝐥𝐞𝐭'𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧.
Steps for completing your project
After purchasing the project, send requirements so Prachi can start the project.
Delivery time starts when Prachi receives requirements from you.
Prachi works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1
Project discussion.