You will get Perfex CRM Installation and customisation
Top Rated
Project details
Are you looking to streamline your business operations with a powerful CRM? I offer complete installation and setup of Perfex CRM, ensuring your business can efficiently manage customer relationships. Whether you use shared or dedicated hosting, I’ll handle everything from email configuration to cron job setup for optimal performance.
What’s Included:
Installation of Perfex CRM:
Setup on your existing shared or dedicated hosting environment.
Full compatibility check and troubleshooting.
Email Configuration:
Configure outgoing and incoming email settings within Perfex CRM.
Ensure email functionality for seamless communication.
Cron Job Setup:
Configure necessary cron jobs to automate routine tasks.
Optimization for server performance and reliability.
Basic Customization:
Brand personalization (logo and color scheme).
Initial setup of CRM modules according to your business needs.
Testing and Verification:
Comprehensive testing to ensure all systems operate smoothly.
Verification of email and automation processes.
Support and Guidance:
Post-installation support for a smooth transition.
Guidance on CRM usage and best practices.
What’s Included:
Installation of Perfex CRM:
Setup on your existing shared or dedicated hosting environment.
Full compatibility check and troubleshooting.
Email Configuration:
Configure outgoing and incoming email settings within Perfex CRM.
Ensure email functionality for seamless communication.
Cron Job Setup:
Configure necessary cron jobs to automate routine tasks.
Optimization for server performance and reliability.
Basic Customization:
Brand personalization (logo and color scheme).
Initial setup of CRM modules according to your business needs.
Testing and Verification:
Comprehensive testing to ensure all systems operate smoothly.
Verification of email and automation processes.
Support and Guidance:
Post-installation support for a smooth transition.
Guidance on CRM usage and best practices.
Programming Languages
PHP, HTML & CSS, JavaScriptCoding Expertise
SecurityWhat's included $50
These options are included with the project scope.
$50
- Delivery Time 1 day
- Number of Revisions 3
- Number of Pages 1
Optional add-ons
You can add these on the next page.
Design Customization
(+ 5 Days)
+$100
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VS
Valon S.
Jan 24, 2021
Move website to main server and make some change
DG
Dax G.
Jan 3, 2021
Update website from PHP 3 or 4 to more current functional version.
Vijay was prompt, he did what he said he was going to do. He had solutions that I did not think of. He was willing to take ownership and made sure I got what I needed.
About Vijay
CRM Automation Expert | Perfex, Rise, HubSpot + n8n + AI Agents
100%
Job Success
Bhopal, India - 10:55 pm local time
end-to-end — so your team stops doing manual data entry, follow-ups, lead
routing, and reporting that software should handle.
Most CRM setups are only 30% used. Teams bought Perfex, HubSpot, or Zoho
expecting magic, but still live in spreadsheets and WhatsApp chats. I fix
that gap — combining deep CRM customization with n8n workflows and AI agents.
⭐ "Vijay was prompt, he did what he said he was going to do. He had solutions
I did not think of. He took ownership and made sure I got what I needed."
— Recent client
🔧 WHAT I BUILD
- Custom Perfex CRM & Rise CRM modules (12+ yrs PHP/Laravel/CodeIgniter)
- n8n workflow automation — self-hosted or cloud
- AI agents for lead scoring, ticket triage, auto-responses (OpenAI, Claude)
- WhatsApp + CRM automation via Evolution API & WhatsApp Cloud API
- Zapier/Make → n8n migrations (typically 60-80% cost reduction)
- API integrations between CRMs and any tool your business uses
- Custom dashboards and reporting for sales and operations teams
🎯 WHO I WORK BEST WITH
- Agencies running client work on Perfex/Rise CRM who need deeper customization
- SaaS founders automating onboarding, billing, or customer success
- Service businesses (legal, healthcare, real estate, cleaning, consulting)
drowning in manual follow-ups
- Teams paying $500+/month on Zapier/Make wanting self-hosted alternatives
📦 TYPICAL PROJECTS
- "Build a custom Perfex module for [X] workflow" — 7 to 21 days
- "Connect our CRM, website forms, and WhatsApp into one automated pipeline"
— n8n + AI, 10-14 days
- "Add AI lead scoring and ticket classification to our CRM" — 7-10 days
- "Migrate 40 Zapier workflows to self-hosted n8n" — 14 days, cuts costs 70%+
- "WhatsApp chatbot that qualifies leads and logs into Perfex" — 7-10 days
🛠️ TECH STACK
CRMs: Perfex CRM, Rise CRM, HubSpot, Zoho, custom Laravel CRMs
Automation: n8n (self-hosted Docker expert), Make, Zapier
AI: OpenAI GPT-4, Anthropic Claude, LangChain, vector databases
Messaging: WhatsApp Cloud API, Evolution API, Twilio
Backend: PHP, Laravel, CodeIgniter, Node.js, Python, MySQL, REST APIs
Deployment: Docker, VPS (Hetzner, DigitalOcean, AWS)
📞 HOW I WORK
- Discovery call to map your actual workflow — not just the stated requirement
- Written scope and milestones before any code is written
- Daily progress updates on active projects
- Staging environment for testing before production
- Full handover documentation so your team can maintain it
- I recommend the simplest solution, not the biggest invoice
Message me with what's manual in your business today — I'll tell you honestly
whether automation makes sense for you, and exactly how I'd approach it.
Steps for completing your project
After purchasing the project, send requirements so Vijay can start the project.
Delivery time starts when Vijay receives requirements from you.
Vijay works on your project following the steps below.
Revisions may occur after the delivery date.
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