Perfex CRM Custom Module Development
$30-250 USD
Paid on delivery
I'm looking for a skilled developer to create a module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need:
Overview
Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals.
Features
- Contact Loans
- View All Contact Loans
- Add New Loan
- Bulk Repayments
- Bulk Import Loans
- Calculator
- Settings
- Reports
Reports:
- Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field
- Repayments: This report shows the repayment made between the start date and end date
- Arrears: This report lists all loans in arrears
- Disbursement Report: Returns all loans disbursed within a certain time period with their amounts and basic information
- Loan Account Statement: Generates Individual Loan Account Statement
- Expected Repayments: This report shows the expected repayments vs actual repayments within the specified time period
- Awaiting Disbursement: This report lists loans with awaiting disbursement status
- Pending Approval: This report lists loans with pending approval status
- Rescheduled Contact Loans: This report lists loans with rescheduled status
- Written off Contact Loans: This report lists loans with written-off status
Ideal Skills:
- Experience with Perfex CRM.
- Strong in PHP development,
- Excellent understanding of CRM systems.
Your proven experience in these areas would be a major plus. We're seeking high quality, professional work - please only apply if you're confident you can deliver this.
Project ID: #38027298
About the project
29 freelancers are bidding on average $188 for this job
Hi there I have extensive experience in developing modules for Perfex CRM and possess strong skills in PHP development. I am confident in my ability to create a module that encapsulate More
Hello, good time Hope you are doing well I'm expert in MATLAB/Simulink, Python, HTML5, CSS3, Java, JavaScript and C/C#/C++ programming and by strong mathematical and statistical background, have good flexibility for s More
Hello, I am interested in developing a custom module for your Perfex CRM, encompassing a wide range of functionalities tailored to your loan products. Here's an overview of what I can offer: Overview: The module will More
Hi, Hope you are doing great today. > Please read it carefully, this is not a generic proposal < I noticed that you are seeking a Perfex CRM Custom Module Development. I would like to take this opportunity to share More
I will develop a comprehensive module for your Perfex CRM, managing loan products, accounts, disbursements, repayments, and more. Features include adding new loans, bulk repayments, bulk import, calculator, settings, More
Hello, Peter E., Thank you for posting the job "Perfex CRM Custom Module Development". With my extensive experience in software development, I am confident that I can deliver perfect results for your business. I have a More
As a seasoned developer with niche expertise in Perfex CRM, I not only understand the system but also excel at creating custom modules that add value to your business. I've worked extensively with loan management funct More
With over 4 years of experience in Mobile App Development, Web Development, and Architecture my team and I are extremely familiar with the ins and outs of Perfex CRM system. Specifically, we have a strong command over More
Hello there, I'm an experienced developer with a strong background in PHP development and extensive experience working with Perfex CRM. I'm confident in my ability to create the module you've described, encapsulating a More
Hello. I am a SR. WEB DEVELOPER who can certainly make your idea into real! I have enough experience in Software Architecture, MySQL, HTML, Website Design and PHP. I am waiting your reply here, please don't hesitate co More
Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. RoundWeb Infotech is a dynamic and agile tech firm based in India. Our team is highly ski More
Hello, Peter. I HAVE EXPERIENCE IN THIS FIELD. I understand you are looking for a talented developer who can create perfex CRM. I have worked on numerius projects in perfex CRM, customizing modules. Also strong backg More
Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. GlobalGeek Infotech is a dynamic and agile tech firm based in India. Our team is highly s More
Dear Client, I specialize in PHP development and have extensive experience with Perfex CRM. I can create a custom module encapsulating the required functionalities for loan management, including contact loans, bulk re More
Hello, We can create a module for your Perfex CRM that encapsulates a range of functionalities. We have 10+ years of experience in all these mentioned tech stacks and we are a team of well-established 150+ professiona More
