Project Title: Perfex CRM Customization
1. Overview: This project involves customizing Perfex CRM by integrating a SAAS module, enhancing UI design, implementing automation workflows, adding advanced filters, and introducing a Dashboard Builder with role-based access control.
2. Modules Development:
a. SAAS Integration:
- Install and configure the SAAS module.
- Implement wildcard SSL for each new subdomain setup.
3. UI Design Enhancement:
Modify UI elements such as headers, buttons, and kanban screens for an improved user experience.
4. Automation & Workflow Engine:
Develop an automation and workflow engine to streamline tasks, e.g., sending emails upon invoice state changes.
5. Advanced Filters:
Add options for advanced and custom filters in leads, contacts, invoices, etc., enhancing data management.
6. Dashboard Builder:
Implement a Dashboard Builder allowing users to create multiple dashboards with KPIs, charts, graphs, etc.
Introduce role-based access control for secure data visualization.
This Perfex CRM customization project aims to enhance functionality, user experience, and data visualization. The integration of SAAS, UI design improvements, workflow automation, advanced filters, and Dashboard Builder will significantly elevate the CRM's capabilities. We look forward to delivering a tailored solution that meets your specific business needs. If you have any questions or require further details, please feel free to reach out.