Improvement of CRM
98 USD I am looking for a developer/integrator who can complete the CRM based on Perfectum CRM according to my business processes.
I need not just basic setup, but a custom CRM build for an agency, with a well-thought-out logic of entities, funnels, access roles, analytics, and automations (the CRM base already has a lot, but further development and new functions are needed).
I already have:
an understanding of the CRM structure
a scheme of the working logic
a description of business processes
a technical specification for entities, roles, funnels, statistics, and automations
I need the specialist to:
analyze the technical specification
suggest the optimal architecture within Perfectum CRM
build the system turnkey
set up connections between entities
implement the necessary funnels, cards, statuses, filters, access rights
set up automations and basic analytics
test the logic before delivery
What should be in the CRM:
lead funnel
entity cards with custom fields
connections between objects
roles and access rights for different employees
funnels by directions
calendars/schedules/shifts
reports and statistics
automations based on statuses and user actions
Important:
I am looking for someone with experience in CRM systems.
I need not just a programmer “in general,” but someone who has already worked with these systems and understands their limitations, capabilities, and customization logic, so that I do not encounter difficulties with workflows with the future performer.
From the performer, I expect:
experience in implementing/improving CRM systems
understanding of CRM logic and business processes
the ability to propose an adequate implementation, not just “to do it somehow”
normal communication and phased delivery of work
In the response, I ask to immediately (preferably) indicate:
Have you had real work experience
What CRM projects have you already assembled
What exactly you did: setup/integration/custom development
Do you have cases or screenshots
Estimation of timelines and costs
Are you ready to work in phases
Preference will be given to the performer who:
is really ready to perform the assigned tasks
can build CRM for non-standard processes
can quickly engage in the project and has free time.
I will send a more complete technical specification and all other instructions to the candidates.
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10 days223 USD
10 days223 USD
I have worked with Perfectum CRM, I know its structure. Essentially: entities, funnels, access roles, analytics, automation. I will create a custom build for your processes. It is necessary to understand one thing: what is your niche (agency of what exactly)? This depends on the logic of the funnels and the connections between entities. Send your logic scheme, I will start immediately. 10 days.
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4 days223 USD
4 days223 USD
Good day! I have sufficient experience working with CRM systems, particularly with Perfectum CRM. I understand the principles of its operation and the specifics of customization. I can analyze your technical specifications and propose an optimal architecture. I have in mind several completed projects where I was involved in setting up funnels, access roles, and process automation. I am ready to work in stages so that you are aware of the progress and can control the execution. I estimate the project at 10,000 UAH with a timeline of 4 days, as the issues of integrations and customization require significant effort. I am waiting for details and further instructions.
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14 days601 USD
14 days601 USD
Hello! I am the project manager of Business Atlas. We specialize in developing complex architectures and automating business processes.
Why we are suitable for the enhancement of Perfectum CRM:
• Architectural expertise: Based on your technical specifications, I will design optimal connections between objects and set up a role model, as we have done in cases of auditing and task management development.
• Deep automation: Using experience in n8n/Make, I will implement funnels by directions and automate transitions by statuses to eliminate manual work.
• Resource planning: I will implement calendars, shift schedules, and set up analytics for real-time KPI monitoring (we have experience in developing complex dashboards in Power BI and Looker).
• Transparency: We work in stages (sprints) with regular demonstrations of results.
Estimation:
• Cost: from $1000 (after analyzing the complete technical specifications).
• Timeline: 10–14 working days.
… • Experience: 50+ successful implementations (CRM, ERP, BI).
Please write to me privately to discuss the details.
Similar completed project: Настроить CRM для видения Лида
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1 day223 USD
228 1 day223 USD
Kyrylo, Hello!
I specialize in the implementation, configuration, and technical support of CRM systems for over 6 years, as well as performing integrations with websites and other services.
I have reviewed your task — I will be able to name the deadlines after clarifying a few details about the project.
I guarantee quality implementation and stable operation of the system.
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1 day223 USD
265 1 day223 USD
Hello.
I have experience in implementing and refining CRM systems for real business processes, including custom entity logic, funnels, roles, access rights, automation, and analytics. This work format is clear: first, a detailed analysis of the technical specifications and limitations of the CRM itself, then designing the logic within the system, followed by step-by-step assembly, testing, and delivery.
I can join the project, analyze your structure, and propose an adequate implementation specifically for the capabilities of Perfectum CRM, without unnecessary workarounds and considering further support.
I am ready to work in stages. After reviewing the complete technical specifications, I will be able to provide a clear estimate of the timeline and cost.
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10 days223 USD
2187 31 0 10 days223 USD
Good day,
I understand your need to improve the CRM according to business processes. I am ready to provide a custom CRM build with thoughtful logic and automations. I have experience in developing CRM systems and configuring user logic.
I have experience in implementing and configuring CRM systems in various business sectors. I can offer optimal architectures and the implementation of necessary functions.
I look forward to your response and the opportunity to discuss further steps.
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15 days557 USD
414 15 days557 USD
Good day! 👋
I have experience in implementing and refining CRM systems according to business processes, including setting up funnels, access roles, automations, and integrations. I have worked with various CRMs (custom solutions, Bitrix-like systems, open architecture CRMs), so I have a good understanding of the logic behind building entities, relationships, and business processes.
Experience in CRM projects
I have worked on tasks such as:
setting up sales funnels and lead statuses
…
creating custom fields and entity cards
building relationships between objects (clients, deals, tasks, projects)
roles and access rights for different employees
automations based on statuses and user actions
setting up reports, statistics, and analytics
integrations via API (payments, messengers, websites, forms)
How I will work on your project
Analysis of the technical specifications and CRM structure
checking the logic of entities
defining the optimal architecture within Perfectum CRM
System design
structure of objects and their relationships
funnels by directions
access roles
CRM assembly
entity cards with custom fields
automations
filters, statuses, logic of operation
Analytics and reports
basic indicators
statistics on funnels and employees
Testing
checking the logic
correcting possible process conflicts
Work format
phased implementation
regular feedback and demonstration of results
documentation of settings
I am ready to review your complete technical specifications and CRM scheme to more accurately assess the timelines and scope of work.
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15 days223 USD
1886 52 0 15 days223 USD
Hello, I am ready to complete your task, I have experience working on similar projects.
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15 days601 USD
13013 67 0 15 days601 USD
Hello! I am ready to complete your task quickly and efficiently.
My portfolio: https://freelancehunt.com/ua/freelancer/romas6ka.html#portfolio
Write to me — I can start working today. I will be happy to collaborate!
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3 days98 USD
957 5 0 1 3 days98 USD
Good day.
My name is Oleksiy. I am a Full-Stack developer with experience in developing CRM systems, automations, and business logic for internal services.
I have experience with CRM architecture: configuring entities, funnels, access roles, automations, and integrations. I have also worked on refining and custom developing functionality for specific business processes.
I am ready to analyze your technical specifications, propose an optimal architecture within Perfectum CRM, and implement a turnkey system with logic testing.
I would be happy to discuss the project details.
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