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Advanced CRM Integration in Perfex -- 2

$30-250 USD

Closed
Posted about 2 months ago

$30-250 USD

Paid on delivery
I am looking for a professional developer capable of integrating advanced CRM functionalities into Perfex. The main goal of this project is a seamless customer data sync. Key Functions: - An essential function is task and project management. The integration should enable optimized and organized delegation and tracking of tasks within projects. - The integration should provide capabilities for tracking sales and generating reports optimally. This would allow for better strategic decision making based on data-driven insights. Special Requirement: - An additional feature I am keen on is the automatic addition of proposal items from the proposal straight into the contract. This means that once a proposal gets accepted, items listed there would automatically press into the corresponding contract. Ideal Candidate: - The ideal candidate must have prior experience working with Perfex and CRM integrations, outstanding problem-solving skills, and keen attention to detail. This project needs a competent developer who can deliver within agreed-upon deadlines without compromising the quality of work. So if you believe you are up to the task, I would love to hear from you.
Project ID: 37825933

About the project

37 proposals
Remote project
Active 10 days ago

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37 freelancers are bidding on average $200 USD for this job
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Hi ! There I have over five years of experience in developing web applications using various PHP frameworks, including Perfex CRM. As a PHP developer, I have successfully delivered projects that involved configuration and setup, design, development, customization, API integration, building API, working with third-party APIs, testing, and maintenance. I am proficient in CakePHP, Codeigniter, Laravel, CorePHP, Yii, and Zend frameworks. I am also skilled in front-end development using Angular and React.js. Regards
$140 USD in 7 days
4.9 (222 reviews)
8.0
8.0
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Hello Employer, Hope you're doing well! I'm an expert having 11+ years of vast and proven experience in PHP, MYSQL, HTML, SOFTWARE ARCHITECTURE, CODEIGNITER, PERFEX, CRM INTEGRATION, CSS and many other. I request you to reply, so that I can discuss about your project requirements in details and can start this work immediately. Best Regards, Harpreet Singh
$210 USD in 7 days
4.9 (322 reviews)
7.8
7.8
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Hello there, I'm the developer you need for seamlessly integrating advanced CRM functionalities into Perfex. With experience in Perfex and CRM integrations, I'll optimize task/project management, sales tracking, and report generation. Your special requirement of automatic proposal-to-contract item addition is well within my capabilities. I'm ready to ensure timely delivery without compromising quality. Let's connect for further discussion through chat or call. Best regards, Ismail S
$110 USD in 2 days
4.9 (96 reviews)
6.5
6.5
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Hello With over 10 years of experience in software development and a deep understanding of the Perfex CRM, I am confident that I can deliver on your project exceptionally well. My previous clients have consistently commended my ability to meet deadlines without compromising on quality - something crucial for advancing the functionalities of Perfex as required in your project. I’ve got you covered in terms of integrating a seamless customer data sync into the system. My skills in third-party API integration combined with my problem-solving nature will ensure we optimize and organize task delegation and tracking effectively, among other functionalities. I’ll also make sure to implement the special requirement you mentioned - automatic addition of proposal items from the proposal straight into the contract - to bring even more efficiency to your workflow. Awaiting for your positive response!!!! Thank you
$250 USD in 7 days
5.0 (19 reviews)
5.6
5.6
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Hello. I am an experienced CRM developer with more than 8 years of experience in CRM integrations, including Perfex. I am confident that I can help you integrate advanced CRM functionalities into Perfex, focusing on seamless customer data sync. To clarify the requirements, I kindly request the following information: 1. Are there any specific CRM systems or tools you are currently using or planning to use alongside Perfex? 2. Do you have a preferred method for task and project management within Perfex? 3. How would you like the sales tracking and reporting functionalities to be integrated into Perfex? 4. Are there any specific customization or automation requirements for the proposal-to-contract process? Let's have a quick chat session so we can discuss the project thoroughly. I look forward to connecting with you to integrate advanced CRM functionalities into Perfex seamlessly.
$160 USD in 2 days
5.0 (19 reviews)
5.8
5.8
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Hi, I can help you integrating advanced CRM functionalities into Perfex. I have strong experience in software development and a keen understanding of Perfex and CRM systems, making me a suitable candidate for this project. Based on the information provided, the project aims to achieve the following: Seamless customer data sync: This involves integrating Perfex with a CRM system to ensure all customer data is automatically shared and updated across both platforms, eliminating manual data entry and inconsistencies. Task and project management: The integration should offer functionalities for assigning and tracking tasks within projects, enabling efficient team collaboration and improved project monitoring. Sales tracking and reporting: The solution should provide tools to track sales performance and generate insightful reports, allowing you to gain data-driven insights and make informed strategic decisions. Automatic proposal-to-contract conversion: This unique feature aims to automatically transfer accepted proposal items into the corresponding contract, streamlining the sales process and reducing manual work. Lets get into chat for further discussions. I am online right now. Thanks Pankaj
$140 USD in 7 days
5.0 (8 reviews)
5.0
5.0
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I have more than 15 years of experience in the development As I am an expert, I can build it according to your requirements. Because I have a lot of experience in these fields, I can build your project as soon as possible. I offer excellent software quality work and provide the best support for your project. If you give me this job, I will do my best to finish your job by your timeline. If you want to see my past works, I can show you my past works right now. Ready to discuss this with you about the task now. Thank you for the reading.
$140 USD in 7 days
4.7 (36 reviews)
5.4
5.4
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Dear Client, I am a professional developer with extensive experience in integrating advanced CRM functionalities into various platforms, including Perfex. I am confident in my ability to deliver seamless customer data sync for your project. Key Functions: - Task and Project Management: I will ensure the integration enables optimized and organized delegation and tracking of tasks within projects, enhancing productivity and efficiency. - Sales Tracking and Reporting: The integration will include capabilities for tracking sales and generating reports, providing you with valuable data-driven insights for better strategic decision making. I am dedicated to delivering high-quality work and ensuring your project's success. Please feel free to reach out to discuss the project further. Regards, Lalit
$240 USD in 7 days
4.9 (31 reviews)
5.1
5.1
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With over 5 years of experience in CRM development and integration, I, Dr. Zied B., am well-equipped to tackle the project described by Alex B. My background includes working with Perfex and implementing advanced functionalities seamlessly. The key functions of task and project management, sales tracking, and report generation align perfectly with my skill set, ensuring optimized task delegation and data-driven strategic decision-making. Moreover, I am adept at incorporating special requirements such as automatic proposal-to-contract item addition, showcasing my problem-solving abilities and attention to detail. I am committed to delivering high-quality work within the agreed-upon deadlines, making me the ideal candidate for this project. Alex B., I am excited to collaborate with you and bring your vision to life.
$192.32 USD in 3 days
5.0 (17 reviews)
4.0
4.0
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With my diverse skillset encompassing 16 years of programming and development with a focus on open-source PHP frameworks such as Laravel and CodeIgniter - I am confident that I can deliver the advanced CRM integration in Perfex that you need. Over the years, I have accumulated countless hours working on CRM integrations that achieve exceptional customer data synchronization and empower businesses with efficient task management capabilities, robust sales tracking, and insightful reports generation. An effective project relies not only on skill level but also on effective communication - which I am proud to say is one of my greatest strengths. I understand the value of maintaining strict deadlines without compromising quality. With a detailed-oriented mind, I push myself to solve any problems promptly and provide a finished product that exceeds clients' expectations. I am delighted at the prospect of contributing my talent to your vision. Let's begin this journey towards seamless CRM integration in Perfex and unlock unprecedented profitability for your business. Reach out to me, and together let's prove how exceptional work delivers exceptional results.
$140 USD in 7 days
5.0 (9 reviews)
4.1
4.1
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Hello, Hope you are doing great today. > Please read it carefully, THIS IS NOT GENERIC PROPOSAL < I can develop this project within 4 days and I can finish within a week perfectly. So please check what I undersand and I should do. One of my key strengths is developing custom features tailored to specific needs, such as the automatic addition of proposal items into contracts upon acceptance. This ensures a streamlined workflow, reducing manual intervention and enhancing efficiency. I am known for my problem-solving skills and meticulous attention to detail, ensuring that every integration is robust and reliable. I am committed to delivering high-quality work within agreed-upon deadlines, making me an ideal candidate for your project. Please contact me. Let discuss in detail through chatting. Thank you.
$200 USD in 7 days
5.0 (6 reviews)
3.3
3.3
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⭐⭐⭐======Hi Alex B. =====⭐⭐⭐ I am excited to submit my proposal for your project. I have developed a strong set of skills that make me confident in my ability to deliver high-quality work to your project. My approach to any project is to first gain a deep understanding of the client's needs and requirements. I will work closely with you to ensure that I understand your project goals and objectives, and that I am able to deliver results that meet or exceed your expectations. In terms of technical skills, I have extensive experience in Codeigniter, Software Architecture, PHP and MySQL. I'm able to work independently, be detail-oriented, have strong problem-solving ability and excellent communication skills. Overall, I am confident that I can provide the best result beyond your requirements, and help you achieve your project goals. Looking forward to the opportunity to work with you and contribute to the development of the new website. Thank you.
$200 USD in 7 days
5.0 (3 reviews)
3.2
3.2
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Throughout my 15 years of experience in website and app development, I have effectively honed my skills in MySQL and PHP which are essential for ensuring an optimized integration project like the one you've presented. Having previously worked with CRM integrations, including Perfex, I assure you that your expectations will not only be met but exceeded as well. My proficiency extends past simply delivering a functional integration; I prioritize seamless customer data sync to foster task and project management efficiency - an essential function you've rightly highlighted. Moreover, with every client project, tracking sales and generating insightful reports is something I take very seriously as it allows decision making to be informed and strategic. As an added bonus, I readily embrace challenges and have a proven track record of producing creative solutions. This includes the special requirement you emphasized, where I've uniquely addressed similar needs for seamless transition of proposal items into corresponding contractual documents. With me on board, you can rest assured that your desired functionalities and deadlines will be taken care of without compromising on quality. So let's get started! Thanks Adarsh
$250 USD in 7 days
5.0 (1 review)
3.2
3.2
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Hello, 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 skilled and dedicated to delivering top-notch services. We are confident that our comprehensive range of services will effectively address your business needs and exceed your expectations. With over 5 years of successful experience, our pro-experts specialize in design, development, and various IT solutions. We ensure 100% client satisfaction through multiple iterations and unlimited revisions. Our team comprises industry experts proficient in: • Over 20 popular programming technologies and 30 frameworks • Website/CMS/Mobile app development • Graphic design, brand identity, and custom user interface design Are there any details you would like to discuss with us? Please feel free to connect with us via chat to discuss your goals for this project in detail so we can immediately start working on your project! We look forward to potentially contributing to your project and enhancing your business assets. Best Regards, Team at RoundWeb Infotech https://www.freelancer.com/u/akhilkanaujiya98
$250 USD in 10 days
4.6 (5 reviews)
3.0
3.0
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Intricate CRM integrations, like the one you require for Perfex, demand an experienced professional like me. Over my 8 years in web and mobile application development, I've sharpened my skills on various CRMs and have had been fortunate enough to work with Perfex too. So, I have both the broader skills and the specific knowledge to deliver for you. One of your crucial requests is optimized task and project management, which is right up my alley. With a deep understanding of database management and proficient hand in PHP, Codeigniter, and MySQL - I am more than equipped to ensure a seamless delegate-track-task process within projects. Another essential focus area you mentioned was sales tracking capabilities and report generation which highlights the need for thorough data analysis and a sharp eye for insights. My history of delivering projects focusing on strategizing using data-backed insights and strategic reports would be invaluable in elevating your decision-making process. Moreover, I am project-driven; a quality that contributes significantly to meeting deadlines without compromising quality - something I strongly believe in doing. Let's work together!
$150 USD in 7 days
5.0 (2 reviews)
2.7
2.7
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Hi I read all the above details, and i will do this design, Development, Testing & Automation, SEO, Animation, Video editing work. i will give you many reviews with 24 hours support. i can provide you 1 month free maintenance after development. Testing services will also provide you on each stage. Will give you daily, weekely and monthly updates also. For further detail please contact me. Regard
$250 USD in 7 days
5.0 (2 reviews)
2.1
2.1
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Having carefully reviewed your project, I'm a seasoned full-stack developer adept in a wide array of technologies. I'd like to discuss any potential clarifications to ensure a precise understanding of your requirements. Please feel free to initiate a conversation at your earliest convenience for a thorough discussion.
$140 USD in 7 days
5.0 (1 review)
1.7
1.7
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Hello, We're well-equipped to handle your task efficiently and can begin working on it immediately. Let's engage in a chat to explore further insights together. Portfolio:- https://www.freelancer.com/u/masterraju686 Hoping to hear from you soon. Thanks, Raju K,
$100 USD in 7 days
5.0 (2 reviews)
1.2
1.2
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Hi, Hope you are doing great today. > Please read it carefully, this is not a generic proposal < I noticed that you are seeking a Advanced CRM Integration in Perfex -- 2. I would like to take this opportunity to share with you that I possess a variety of PHP, Software Architecture, Codeigniter, MySQL and have completed numerous projects throughout my career. I am confident that I can deliver the results you need for your project with the same level of professionalism and expertise. Please keep in mind that I am available to discuss the details of the project with you at any time through chat. Additionally, you can view my profiles to get to know the skills and expertise I possess https://www.freelancer.com/u/rannasteve As part of my commitment to delivering high-quality work, I will assign a dedicated Project Manager to your project to provide daily progress reports. You can also count on 24-hour chat support, so time differences won't be an issue. I will ensure that the project is completed within the timeline that we mutually agreed upon before the start of the project. Finally, I offer a one-month maintenance period after the project is completed. I look forward to hearing back from you and discussing how we can work together to bring your project to life. Best regards, Steven
$140 USD in 7 days
1.0 (2 reviews)
3.6
3.6
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As a well-versed web developer with over 8 years of experience, specializing in Reactjs, PHP, and JavaScript, I am confident in my ability to deliver an advanced CRM integration for your Perfex needs. My proficiency in PHP-based frameworks including Laravel and CodeIgniter aligns perfectly with the requirements of this project.
$80 USD in 7 days
0.0 (0 reviews)
0.0
0.0

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Bucharest, Romania
5.0
1
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Member since Jan 29, 2024

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