Ready-made CRM system module for collecting user data, managing information, and mailing.

PHP, Web Programming — incorrectly specified categories?

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Task description: We are looking for a ready-made, popular, and editable CRM system module (preferably based on PHP Yii2, Vue3, or compatible with them) that requires minimal customization to meet our requirements. The module should provide user data collection and management, additional information input, automated messaging for various scenarios, and integration with mailing channels. Our web service is built on PHP Yii2 (backend) and Vue3 (frontend), so the module should easily integrate without significant modifications, with the possibility of further development by our developer (open code, hooks for extensions).

Main requirements for the module:

User data collection and management: Automatic collection of contact details (email, phone, name, etc.) from users who have provided information through forms or other channels. Storing all information about users, including the ability to add tags, notes, and additional information.
Birthday tracking: Recording the date, month, and year of users' birth with the ability to search and filter by these parameters.
Automated messages and scenarios:
- Sending customizable periodic messages (e.g., weekly, monthly).
- Invitations to birthday celebrations, holiday greetings, and table reservation invitations.
- Greetings and table reservation invitations before holidays with pre-set dates and a list of holidays (e.g., New Year, March 8, etc.).
- Other messaging scenarios: informing about new menus, promotions, business lunches; reminders about prolonged absence ("You haven't been with us for a long time"); other custom scenarios.
Integration with mailing channels: Support for connecting various services for email newsletters (e.g., Mailchimp, Sendinblue) and messengers (WhatsApp, Viber, Telegram) for sending messages.
Additional features: Data export in CSV, PDF formats; customizable message templates; analytics of message interactions (opens, clicks).
Interface and security: Intuitive, editable interface with role-based access support; high performance, data protection (GDPR compliance), and community support.

Requirements for the module and the performer:

The module must be a ready-made, popular solution with open code or a well-documented structure that allows easy customization.
Compatibility with PHP Yii2 and Vue3 (e.g., through REST API for backend integration and Vue components for frontend).
Use of proven libraries for CRM functions and integrations with messengers (e.g., Guzzle for API, Twilio for SMS).
Availability of active documentation, demo version, video overview, or test access for functionality assessment.
Evidence of the module's popularity (e.g., user reviews, community activity, number of installations on GitHub or SourceForge).
The performer must have experience in customizing CRM modules and integrating with frontend components (Yii2, Vue3).
A portfolio with examples of customization of similar modules or CRM systems.

Integration explanation for easy and quick implementation: To ensure seamless integration of the purchased module into our PHP Yii2 and Vue3 system, we expect the module to support a modular approach: installation as a Yii2 extension via Composer or as a separate service with REST API. The developer will be able to register the module in the Yii2 configuration, integrate API calls for data collection/management and messaging, and on the frontend, create Vue3 components to display the CRM interface. This minimizes time and allows for code refinement (e.g., adding custom scenarios through events). If the module is built on another framework (e.g., Laravel), use an API bridge for data exchange, avoiding iframes for better performance and security.

If you have such developments, please send its cost, deployment timelines for our version, demo version or description, and suggest a time for its demonstration.

Proposals 6

Anton Berestovskyi

0 0

Projects -
Rating -
Rating 134

Budget: 20000 UAH Deadline: 10 days

Hey Yevhen 🧩 I worked with CRM modules that integrated into Yii2 (backend) and Vue3 (frontend) via REST API. In particular, in the project https://octus.com/ we integrated an external user management module with custom fields, automated messages, and webhook scenarios. A similar approach can be used for your service.

🔹 My solution

Ready module / core CRM:

YetiForce CRM (open source, popular alternative to vtiger) – PHP, MySQL, REST API, good documentation, active community.

EspoCRM – lightweight CRM on PHP with REST API support, custom fields, scenarios, and extensions. Both options are compatible with Yii2 via API bridge, and Vue3 components can be implemented for the UI on the frontend.

Integration with Yii2 + Vue3:

Deploying CRM as a separate service.

REST API for collecting and managing user data (Yii2 will call the CRM).

Vue3 components for the CRM interface (filtering, analytics, contact management).

Out-of-the-box functionality:

Collecting user data from forms, saving profiles.

Fields for birth dates + search/filters.

Automated messages (scenarios: birthdays, holidays, reminders, promotions).

Integrations with email (Mailchimp, Sendinblue) and messengers (WhatsApp, Telegram via Twilio or third-party APIs).

Export to CSV/PDF, message templates, analytics.

Access roles, security (GDPR compliance).

🔹 Timeline and budget

Deployment + basic integration (API bridge, Vue components, connecting mailings): 2–3 weeks

Setting up scenarios, messages, UX adaptations: 1–2 weeks
⏱ Total: 3–5 weeks
💵 Budget: from $3,000–4,000 (≈ 12,000–16,000 PLN)

🔹 Demo

EspoCRM Demo: https://demo.espocrm.com/

YetiForce Demo: https://gitstable.yetiforce.com/ (you can see live functionality)

GitHub – https://github.com/berestovskiy
Clutch – https://clutch.co/profile/sbase#hi

Hryhorii Osadchyi

7 1

Budget: 25000 UAH Deadline: 14 days

Hello!

My team and I develop CRM systems and integration modules for specific business tasks. We can offer a ready-made solution and customization to meet your requirements: data collection and storage, convenient filters and reports, integrations with external services (websites, forms, marketing tools).

Experience — over 8 years, 350+ completed projects for clients from Europe, the USA, Canada, and Ukraine. We work with WordPress, Laravel, Next.js, Payload CMS, and write custom modules and APIs.

We offer:
— A ready-made CRM module for quick launch;
— Adaptation to your processes (data structure, funnels, user roles);
— Connection of analytics and forms for data collection;
— Support and development of the solution.

Cost: from $500–700 (depending on the volume and required functions)
Deadline: 10–14 days

You can view my portfolio here: Behance

I would be interested to know — are you planning to connect the CRM only for collecting applications or do you want an extended functionality right away (sales funnels, reporting, reminders)?

Similar project: Дизайн интернет-магазина автозапчастей на OpenCart

Olesya S.

18 1

Projects 18
Rating -
Rating 1 905

Budget: 27000 UAH Deadline: 15 days

Hello, I have a semi-finished product that we can adjust for you and refine with everything necessary. Write to discuss the project, and I will show you.

Yevhen Kiian
Kyiv, Ukraine
Біссофт

Projects -
Rating -
Rating 65

Ready-made CRM system module for collecting user data, managing information, and mailing.

Anton Berestovskyi

Hryhorii Osadchyi

Olesya S.

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