Need some changes in Perfex - CRM (Private Project)

1) Leads and customers: Add a dropdown to change the owner of the lead/Customer, should reflect in both leads and customers

2) Invoices: It should auto-generate the monthly invoice before 14 days

There should be a notification to the client through mail 14 days before the due date, before 7 days of the due date and 3 days 1-day same day

Next day of the due date. (The mail shouldn't go to a client who has already paid)

3 consecutive days

1 week later

14 days later

1 month

Every month

3) By default on the invoice, it should only mention **Social Media Promotion/Campaigning** on bill/Invoice (It should not show actual Product)

(Default Product/Item should be Social Media Promotion)

4)For customer by default only 2 payment methods PayPal and Paytm (QR code scanning)

Offline payment method should be only allowed for admin/employee.

5) Employees: there should be a employee > upline manager > upline manager 2 (director) > admin

Add field in employees

1) Add > Department

2) Add > Vertical/Business Unit

3) Location

6). Reports

Employee wise is already there

Add > Manager Wise and (upline manager 2) Director Wise

Department wise

Vertical/Business Unit wise.

7). Recurring Invoices– Adjustment amount on the invoice should be on the first invoice only.

Skills: Codeigniter, MySQL, PHP

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About the Employer:
( 0 reviews ) Ahmednagar, India

Project ID: #18890322

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hi there , i read your project description very carefully i have solid experience in perfex CRM i have done so many PERFEX CRM customization projects. recently i have done 5+ project in perfex CRM customization More

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I will get the Perfex CRM customized for you as per your given set of requirements. Please get in touch to discuss more in detail and start with the work ASAP

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