I will setup perfex crm with custom modules perfex crm saas perfex crm developer


About this gig
Hello there,
I install, customize, and support Perfex CRM for agencies, clinics, salons, consultants, and service businesses. Certified in Perfex CRM setup, module integration, bug fixes, updates, and custom development.
Here's what I will help you with
- Perfex CRM Installation & Configuration (VPS, cPanel, shared hosting)
- Appointly Appointment Scheduling: Google Calendar, Outlook sync, Google Meet, REST API, analytics dashboard, staff/service management, reminders, invoice conversion
- Perfex CRM SaaS/Multi-Tenancy Setup: subdomain, custom domain, path based tenants, no wildcard SSL needed
- Custom Module Development & Third-Party Integrations (Inventory, Purchase, Accounting, Chat/AI Chatbot, HR)
- Bug Fixes, Error 500 Troubleshooting, Post-Update Repairs
- Lead Management, Invoicing, Proposals, Contracts, Helpdesk Optimization
- REST API Setup & Webhooks Configuration
- Theme Customization & White-Label Branding
- PHP 8.1+ Compatibility Upgrades
Perfect for: healthcare, beauty & wellness, consulting, fitness, real estate, education, and any service based business needing reliable booking, billing, and CRM workflows.
Send your requirements, let's get your Perfex CRM fully operational.
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Get to know Emman Peter
Optimize, Convert, Scale Up!
- FromUnited States
- Member sinceFeb 2025
- Avg. response time1 hour
- Last delivery1 month
Languages
English
FAQ
Do I need to already have Perfex CRM installed?
Yes, Appointly and the custom modules I work with require an existing Perfex CRM installation (version 3.0.0+). If you don't have it yet, I can also handle full Perfex CRM setup and configuration on your VPS, cPanel, or shared hosting as part of this gig.
Can you integrate Google Calendar and Outlook with my Perfex CRM?
Absolutely. I set up full Perfex CRM Google Calendar integration and Perfex CRM Outlook calendar sync, including per staff OAuth connections, Google Meet links, and two way appointment push so your team never double books.
I run a clinic/salon/consulting business, will this work for me?
Yes. This appointment booking system for clinics, salons, consultants, gyms, and other service businesses covers services, staff providers, buffer times, reminders, and client self service booking, tailored to your industry's workflow.
Can you set up Perfex CRM as a SaaS platform for my agency?
Yes. I handle full Perfex CRM SaaS multi tenancy setup, including subdomain, custom domain, or path based tenant structures, no wildcard SSL or VPS required. Great if you want to resell CRM access to your own clients.
My Perfex CRM broke after an update, can you fix it?
Yes. I specialize in Perfex CRM post update error fixes, including Error 500 issues, broken modules, database migration failures, and PHP 8.1+ compatibility problems.
Do you build custom modules or only install existing ones?
Both. I offer Perfex CRM custom module development, third party integrations (Inventory, Accounting, AI Chatbot, HR), and REST API integration with webhooks for connecting Perfex to your other business tools.
Will the appointment booking form match my branding?
Yes. The public booking form supports your logo, custom heading/description, service images, and provider photos, fully white labeled to match your brand.
What do you need from me to get started?
Your server/hosting access (or a plan to set one up), your Perfex CRM license if already purchased, and a short description of your business workflow. I'll confirm scope before starting any work.
Do you offer ongoing support after delivery?
Yes, I offer post delivery support and can also handle recurring maintenance, updates, and monitoring as an extra add-on if you need it long-term.

