Perfex CRM Customization for Digital Marketing Agency

# Perfex CRM Customization for Digital Marketing Agency We are looking for an experienced PHP / Perfex CRM developer to customize our existing CRM system according to our agency workflow requirements. ## CRM Platform * Perfex CRM * Custom PHP/MySQL Development --- # Project Scope ## 1. Project Management Workflow Customization We need a multi-level workflow system inside a single project for two departments: ### Department Structure #### Level 1 – Creative Production Team * Graphic Designers * Video Editors #### Level 2 – Social Media Team * Responsible for publishing/posting content --- ## Workflow Requirements * One project should be assigned to both departments simultaneously. * Workflow should be sequential. * Social Media Team should get access only after Production Team completes work. * Automatic workflow trigger after completion of production tasks. --- ## Access Control Requirements ### Production Team * Manage only their tasks * Update/edit their task status * View Social Media Team progress (read-only) * No access to publishing section ### Social Media Team * Access enabled only after production completion * Manage their own tasks * View production status (read-only) * Cannot edit production tasks --- ## Optional Features * Separate status pipelines for each department * Department-wise dashboard/progress tracking * Notifications/workflow automation --- # 2. Ad Budget Tracking Module We need a custom budget management system inside Perfex CRM to replace Google Sheets. ## Current Use Case Clients provide bulk ad budgets (example ₹20,000), and the amount is gradually used across platforms like: * Facebook Ads * Instagram Ads * Google Ads * LinkedIn Ads --- ## Main Requirements * Employees assigned to the project can add usage entries. * Employee name and entry date should auto-save. ### Budget Fields * Amount Received * Amount Used * Client Name * Project Name * Platform * Ad Account * Campaign Objective * Remarks --- ## Ad Account Management * Store fixed ad accounts per client * Ability to update/change ad accounts --- ## Financial Features System should display: * Total Budget Received * Total Amount Used * Remaining Balance ### Validation * Warning if spend exceeds available balance --- ## Reporting Features * Complete transaction history * Filter reports by: * Client * Date * Employee * Platform * Project --- ## Financial Year Requirement Reports/accounting should follow: * Indian Financial Year (April to March) --- # Expected Outcome * Smooth workflow between Production & Social Media teams * Better project tracking * Real-time budget management * Centralized ad spend tracking * Reduced dependency on external spreadsheets --- # Developer Requirements * Strong experience with Perfex CRM customization * PHP/MySQL expertise * Experience with role permissions/workflow systems * Ability to create clean and scalable modules Please share: * Relevant Perfex CRM experience * Similar projects completed * Estimated timeline * Cost quotation * Support availability after deployment

Project ID: 40430881