Perfex CRM Customization: Projects & Budget Tracking

₹750-1250 INR / hour

Closed

Posted 9 days ago

₹750-1250 INR / hour

# Perfex CRM Customization for Digital Marketing Agency We are looking for an experienced PHP / Perfex CRM developer to customize our existing CRM system according to our agency workflow requirements. ## CRM Platform * Perfex CRM * Custom PHP/MySQL Development --- # Project Scope ## 1. Project Management Workflow Customization We need a multi-level workflow system inside a single project for two departments: ### Department Structure #### Level 1 – Creative Production Team * Graphic Designers * Video Editors #### Level 2 – Social Media Team * Responsible for publishing/posting content --- ## Workflow Requirements * One project should be assigned to both departments simultaneously. * Workflow should be sequential. * Social Media Team should get access only after Production Team completes work. * Automatic workflow trigger after completion of production tasks. --- ## Access Control Requirements ### Production Team * Manage only their tasks * Update/edit their task status * View Social Media Team progress (read-only) * No access to publishing section ### Social Media Team * Access enabled only after production completion * Manage their own tasks * View production status (read-only) * Cannot edit production tasks --- ## Optional Features * Separate status pipelines for each department * Department-wise dashboard/progress tracking * Notifications/workflow automation --- # 2. Ad Budget Tracking Module We need a custom budget management system inside Perfex CRM to replace Google Sheets. ## Current Use Case Clients provide bulk ad budgets (example ₹20,000), and the amount is gradually used across platforms like: * Facebook Ads * Instagram Ads * Google Ads * LinkedIn Ads --- ## Main Requirements * Employees assigned to the project can add usage entries. * Employee name and entry date should auto-save. ### Budget Fields * Amount Received * Amount Used * Client Name * Project Name * Platform * Ad Account * Campaign Objective * Remarks --- ## Ad Account Management * Store fixed ad accounts per client * Ability to update/change ad accounts --- ## Financial Features System should display: * Total Budget Received * Total Amount Used * Remaining Balance ### Validation * Warning if spend exceeds available balance --- ## Reporting Features * Complete transaction history * Filter reports by: * Client * Date * Employee * Platform * Project --- ## Financial Year Requirement Reports/accounting should follow: * Indian Financial Year (April to March) --- # Expected Outcome * Smooth workflow between Production & Social Media teams * Better project tracking * Real-time budget management * Centralized ad spend tracking * Reduced dependency on external spreadsheets --- # Developer Requirements * Strong experience with Perfex CRM customization * PHP/MySQL expertise * Experience with role permissions/workflow systems * Ability to create clean and scalable modules Please share: * Relevant Perfex CRM experience * Similar projects completed * Estimated timeline * Cost quotation * Support availability after deployment # Perfex CRM Customization for Digital Marketing Agency We are looking for an experienced PHP / Perfex CRM developer to customize our existing CRM system according to our agency workflow requirements. ## CRM Platform * Perfex CRM * Custom PHP/MySQL Development --- # Project Scope ## 1. Project Management Workflow Customization We need a multi-level workflow system inside a single project for two departments: ### Department Structure #### Level 1 – Creative Production Team * Graphic Designers * Video Editors #### Level 2 – Social Media Team * Responsible for publishing/posting content --- ## Workflow Requirements * One project should be assigned to both departments simultaneously. * Workflow should be sequential. * Social Media Team should get access only after Production Team completes work. * Automatic workflow trigger after completion of production tasks. --- ## Access Control Requirements ### Production Team * Manage only their tasks * Update/edit their task status * View Social Media Team progress (read-only) * No access to publishing section ### Social Media Team * Access enabled only after production completion * Manage their own tasks * View production status (read-only) * Cannot edit production tasks --- ## Optional Features * Separate status pipelines for each department * Department-wise dashboard/progress tracking * Notifications/workflow automation --- # 2. Ad Budget Tracking Module We need a custom budget management system inside Perfex CRM to replace Google Sheets. ## Current Use Case Clients provide bulk ad budgets (example ₹20,000), and the amount is gradually used across platforms like: * Facebook Ads * Instagram Ads * Google Ads * LinkedIn Ads --- ## Main Requirements * Employees assigned to the project can add usage entries. * Employee name and entry date should auto-save. ### Budget Fields * Amount Received * Amount Used * Client Name * Project Name * Platform * Ad Account * Campaign Objective * Remarks --- ## Ad Account Management * Store fixed ad accounts per client * Ability to update/change ad accounts --- ## Financial Features System should display: * Total Budget Received * Total Amount Used * Remaining Balance ### Validation * Warning if spend exceeds available balance --- ## Reporting Features * Complete transaction history * Filter reports by: * Client * Date * Employee * Platform * Project --- ## Financial Year Requirement Reports/accounting should follow: * Indian Financial Year (April to March) --- # Expected Outcome * Smooth workflow between Production & Social Media teams * Better project tracking * Real-time budget management * Centralized ad spend tracking * Reduced dependency on external spreadsheets --- # Developer Requirements * Strong experience with Perfex CRM customization * PHP/MySQL expertise * Experience with role permissions/workflow systems * Ability to create clean and scalable modules Please share: * Relevant Perfex CRM experience * Similar projects completed * Estimated timeline * Cost quotation * Support availability after deployment # Perfex CRM Customization for Digital Marketing Agency We are looking for an experienced PHP / Perfex CRM developer to customize our existing CRM system according to our agency workflow requirements. ## CRM Platform * Perfex CRM * Custom PHP/MySQL Development --- # Project Scope ## 1. Project Management Workflow Customization We need a multi-level workflow system inside a single project for two departments: ### Department Structure #### Level 1 – Creative Production Team * Graphic Designers * Video Editors #### Level 2 – Social Media Team * Responsible for publishing/posting content --- ## Workflow Requirements * One project should be assigned to both departments simultaneously. * Workflow should be sequential. * Social Media Team should get access only after Production Team completes work. * Automatic workflow trigger after completion of production tasks. --- ## Access Control Requirements ### Production Team * Manage only their tasks * Update/edit their task status * View Social Media Team progress (read-only) * No access to publishing section ### Social Media Team * Access enabled only after production completion * Manage their own tasks * View production status (read-only) * Cannot edit production tasks --- ## Optional Features * Separate status pipelines for each department * Department-wise dashboard/progress tracking * Notifications/workflow automation --- # 2. Ad Budget Tracking Module We need a custom budget management system inside Perfex CRM to replace Google Sheets. ## Current Use Case Clients provide bulk ad budgets (example ₹20,000), and the amount is gradually used across platforms like: * Facebook Ads * Instagram Ads * Google Ads * LinkedIn Ads --- ## Main Requirements * Employees assigned to the project can add usage entries. * Employee name and entry date should auto-save. ### Budget Fields * Amount Received * Amount Used * Client Name * Project Name * Platform * Ad Account * Campaign Objective * Remarks --- ## Ad Account Management * Store fixed ad accounts per client * Ability to update/change ad accounts --- ## Financial Features System should display: * Total Budget Received * Total Amount Used * Remaining Balance ### Validation * Warning if spend exceeds available balance --- ## Reporting Features * Complete transaction history * Filter reports by: * Client * Date * Employee * Platform * Project --- ## Financial Year Requirement Reports/accounting should follow: * Indian Financial Year (April to March) --- # Expected Outcome * Smooth workflow between Production & Social Media teams * Better project tracking * Real-time budget management * Centralized ad spend tracking * Reduced dependency on external spreadsheets --- # Developer Requirements * Strong experience with Perfex CRM customization * PHP/MySQL expertise * Experience with role permissions/workflow systems * Ability to create clean and scalable modules Please share: * Relevant Perfex CRM experience * Similar projects completed * Estimated timeline * Cost quotation * Support availability after deployment

Project ID: 40430506

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14 freelancers are bidding on average ₹8,032 INR/hour for this job

@mrresearcher99

Hi there, I’ve reviewed your Perfex CRM customization requirements and can confidently help build a scalable solution tailored to your digital marketing agency workflow. I have strong experience in PHP, MySQL, Laravel, CRM/ERP systems, workflow automation, and role-based access control. I can customize your existing Perfex CRM to support a multi-level workflow between the Creative Production Team and Social Media Team with sequential task access, automated triggers, restricted permissions, and department-wise progress tracking. Additionally, I can develop the complete Ad Budget Tracking module inside Perfex CRM to replace your Google Sheets workflow. This will include: Budget allocation & spend tracking Platform-wise usage entries Employee/date auto logging Remaining balance calculations Overspending alerts Ad account management Financial year reporting (April–March) Advanced filters and transaction history My development approach focuses on clean architecture, scalability, performance, and long-term maintainability. You’ll receive production-ready code, regular progress updates, testing support, and post-deployment assistance. Estimated Timeline: Workflow Customization: 7–9 days Budget Module Development: 7–9 days Testing & Deployment: 2–3 days I’d be happy to discuss your current Perfex setup and provide the best implementation strategy for your workflow and reporting requirements. Best regards, Bhargav PHP & Perfex CRM Developer

₹750 INR in 40 days

4.9

(33 reviews)

5.5

@mayankinnovative

Hi, As per my understanding: You need advanced Perfex CRM customization tailored specifically for a digital marketing agency workflow where Creative Production and Social Media teams operate sequentially within the same project while maintaining strict department-based permissions. Alongside workflow automation, you also need a centralized ad-budget management module to replace spreadsheets and provide structured financial tracking, reporting, and operational transparency inside Perfex CRM. Implementation approach: I will extend Perfex CRM using custom PHP/MySQL modules and workflow logic while preserving scalability and upgrade compatibility. The project workflow system will include department-specific task pipelines, automated status triggers, controlled access permissions, notifications, and progress dashboards for Production and Social Media teams. For the ad-budget module, I will create a structured ledger-style system supporting budget allocation, platform-wise spend tracking, ad account management, balance validation, employee audit logs, and financial-year-based reporting aligned with Indian accounting practices. The implementation will remain modular so future workflow automations, analytics, or integrations can be added without affecting the core CRM structure. A few quick questions: 1. Which Perfex CRM version are you currently using? 2. Do you already have custom Perfex modules installed that this workflow must integrate with?

₹750 INR in 40 days

4.6

(161 reviews)

5.2

@bpatidar2793

Have you already customized Perfex roles and modules previously, because workflow-level permission handling inside existing CRM structures requires careful compatibility planning. I can customize Perfex CRM with department-wise sequential workflows, role-based access, automated task progression, ad-budget tracking modules, financial validations, reporting dashboards, and scalable PHP/MySQL architecture tailored for digital marketing agency operations.

₹1,000 INR in 40 days

5.0

(8 reviews)

4.4

@ashinnd84

Hello there, we are a team of senior AI(ARTIFICIAL INTELLIGENCE) Experts, Full Stack Web and Mobile App Developers and we can do this project in no time. Please, send me a message to discuss the work. Thanks Ashish Kumar.

₹1,000 INR in 40 days

5.0

(12 reviews)

4.6

@ukokab

I have customized Perfex CRM for multiple agencies, including sequential department workflows (production → social media) with role‑based access, automatic task triggers, and separate status pipelines. I also built ad budget tracking modules with financial year (April–March), balance validation, and detailed reports. https://www.freelancer.com/portfolio-items/11343426-lead-management-automation-with-make https://www.freelancer.com/portfolio-items/11350188-ai-video-generation-machine https://www.freelancer.com/portfolio-items/11139983-workflow-automation-n8n **My approach for your project:** ✅ Sequential workflow: production team completes tasks → social media team auto‑enabled (read‑only for cross‑visibility). ✅ Custom budget module: track received/used amounts by platform, employee, project; real‑time balance with overspend warning. ✅ Ad account management per client, transaction history, filters by client/date/platform. **Question:** Do you already have Perfex CRM installed with existing projects, or should I start from a fresh setup? **Estimated timeline:** 7‑10 days **Support:** 30 days post‑deployment. Best, Usman Kokab

₹1,000 INR in 40 days

5.0

(3 reviews)

3.1

@jasrajkaur77

Hello, I’ve gone through your job description and understand that you need Perfex CRM customization with workflow automation between teams and a custom ad budget tracking module with reporting and role-based access. I am new on the freelancer platform, but I have 5 years of experience in PHP/MySQL and Perfex CRM development. What I can help you with: • Workflow automation (Production → Social Media) • Role-based access control • Custom budget tracking + reports Warm regards, Jasraj Kaur

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@ttobio69

Here’s the bid for the uploaded Perfex CRM customization project: Hi there, I read your requirements carefully, and I can customize your existing Perfex CRM for your digital marketing agency workflow with proper project tracking, department permissions, and ad budget management. I’ll build a sequential workflow where the Creative Production Team manages their tasks first, then the Social Media Team gets access automatically after production completion. I’ll also set role-based permissions so each team can manage only their own tasks while viewing the other department’s progress in read-only mode. For the ad budget module, I’ll create a clean Perfex CRM section to track received budget, used amount, remaining balance, platform, ad account, campaign objective, employee, date, remarks, and full transaction history. Reports will include filters by client, project, employee, platform, date, and Indian financial year from April to March. I can help with: * Perfex CRM workflow customization * Department-wise access control * Automatic task/status triggers * Ad budget tracking module * Client ad account management * Balance warning validation * Reports and transaction history * Post-deployment support Rate: ₹1,000/hour || Timeline: 4-5 days Payment and timeline details can be discussed further to align with your expectations. I’d be happy to build a clean, scalable Perfex CRM module that removes the need for external spreadsheets. Best regards, Oluwatobi Okedairo

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@aaronrobs

⭐ONLY PAY IF YOU’RE IMPRESSED⭐ Hello, I'm Aaron Roberts from Happy Screen Solutions. With extensive experience customizing Perfex CRM for agencies, we specialize in seamless multi-level workflows and budget tracking modules tailored to your needs. Core Deliverables: • Multi-department project workflow with sequential access control • Custom Ad Budget Tracking integrated into Perfex CRM • Dashboard & reporting aligned with Indian Financial Year • Role-based permissions & automated notifications Our Approach: • Analyze your agency workflow closely • Develop scalable, clean PHP/MySQL modules • Test automation and user access controls thoroughly • Provide ongoing support post-deployment We are committed to delivering a high-quality product that meets your goals. I look forward to discussing your project further. Kind regards, Happy Screen Solutions

₹950 INR in 14 days