You will get Meeting Management Module for Perfex CRM | Track Agendas, Minutes & Tasks


Project details
Discover the ultimate Meeting Management Module designed for Perfex CRM! In this comprehensive demo, we showcase how to effectively manage meeting agendas, track minutes, assign tasks, and handle participants with ease. Whether you're a project manager, team leader, or a business looking to streamline your meeting processes, this module is a game-changer.
How to create and manage meeting agendas.
Tracking minutes of meetings with ease.
Assigning tasks to participants and monitoring progress.
Managing participants (clients, staff, vendors) and their roles in meetings.
Viewing meeting notes in the client portal.
Exporting meeting details to PDF with professional formatting.
This module is perfect for businesses using Perfex CRM to handle complex meetings and team collaborations. Streamline your workflow and improve communication with this powerful tool!
How to create and manage meeting agendas.
Tracking minutes of meetings with ease.
Assigning tasks to participants and monitoring progress.
Managing participants (clients, staff, vendors) and their roles in meetings.
Viewing meeting notes in the client portal.
Exporting meeting details to PDF with professional formatting.
This module is perfect for businesses using Perfex CRM to handle complex meetings and team collaborations. Streamline your workflow and improve communication with this powerful tool!
Programming Languages
PHP, HTML & CSS, JavaScriptWhat's included $35
These options are included with the project scope.
$35
- Delivery Time 2 days
- Number of Revisions 2
- Source Code
Optional add-ons
You can add these on the next page.
Fast 1 Day Delivery
+$5About Farah Kanwal
Perfex CRM Specialist | PHP, WordPress, CodeIgniter Laravel Developer
Rawalpindi, Pakistan - 7:26 pm local time
With 12+ years of hands-on experience in IT management and full-stack web development, I specialize in building, scaling, and modernizing business-critical systems — from AI-powered platforms to CRM and ERP-grade web applications.
Over the years, I’ve successfully led enterprise-level projects across Europe and the Middle East, managing cross-functional teams and delivering solutions that drive measurable business outcomes.
💡 My Focus Areas:
AI-powered web applications (ChatGPT / GPT API integrations, automation workflows)
Perfex CRM customization – module creation, API integrations, reporting dashboards
PHP / CodeIgniter expert – legacy upgrades, module development, API optimization
WordPress & WooCommerce – scalable plugins, theme customization, performance tuning
RESTful APIs, JSON integrations, and third-party system connections
UX improvements and complete modernization of web portals
🧠 Core Expertise
✅ AI & Automation
ChatGPT / OpenAI API integration for chatbots, smart workflows, lead systems
Automation using Python, PHP, or JavaScript backends
Custom dashboards and AI-driven analytics modules
✅ Perfex CRM Mastery
Custom modules (Appointments, Inventory, Feedback, Accounting, Reports)
Two-way integrations with Xero, Stripe, and WhatsApp APIs
UI enhancements, notifications, and email automation setups
✅ PHP / CodeIgniter Development
Secure, maintainable MVC applications
Database optimization, API architecture, and clean code standards
Migration from old CodeIgniter 3 → 4 / Laravel structures
✅ WordPress Development
Theme & plugin creation, WooCommerce enhancements
Full SEO optimization, performance upgrades, and speed tuning
PSD/Figma → Responsive HTML5/CSS3 conversions
🧩 Digital Marketing & SEO Skills
Strategic on-page/off-page SEO
Keyword research, backlinks, and analytics integration
Social Media Management & Google Tools setup
🌟 Why Clients Choose Me
100% Client Satisfaction | 5-Star Feedback | 10+ Years of Excellence
Quick to understand complex business workflows and translate them into technology
Excellent communication — available on Upwork Chat & Email daily
Long-term commitment: I manage projects end-to-end, not just write code
🔧 Tech Stack
Languages: PHP, JavaScript, HTML5, CSS3, SQL, Python
Frameworks: CodeIgniter, Laravel, Bootstrap
CRM Systems: Perfex CRM, Rise CRM, Custom CRMs
AI Tools: OpenAI API, LangChain, ChatGPT, Zapier AI Actions
Hosting & DevOps: cPanel, Apache/Nginx, MySQL, Git, VPS/Cloud setup
📈 Let’s Build Something Smart
Whether you need an AI-driven module, a custom Perfex CRM integration, or a reliable full-stack partner for ongoing projects — I bring technical depth, communication clarity, and business understanding to every collaboration.
Let’s discuss your goals and turn them into robust digital solutions.
Steps for completing your project
After purchasing the project, send requirements so Farah Kanwal can start the project.
Delivery time starts when Farah Kanwal receives requirements from you.
Farah Kanwal works on your project following the steps below.
Revisions may occur after the delivery date.
Purchase and provide your admin panel details
If you like us to install it for you


