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English
$
USD
I will install and set up perfex CRM professionally
Aayush Gite
About this gig
Are you looking for professional Perfex CRM installation and proper setup for your business?
I provide clean and structured installation of Perfex CRM with correct configuration based on your selected package. My goal is to ensure your CRM runs smoothly and is ready for business use.
Services include:
- Fresh Perfex CRM installation
- Database and basic system configuration
- Company & finance settings setup
- SMTP & IMAP email configuration
- Module installation (client-provided)
- Basic workflow setup
- API integration setup (client-provided module required)
- CSV-based data import (if selected as extra)
Important:
- Client must provide the original Perfex CRM installation files.
- I do not sell or provide CRM source files or licenses.
- Paid or third-party modules must be supplied by the client.
- Data migration applies to properly structured CSV files only.
- Custom development must be discussed before ordering.
Feel free to message me before placing an order.
Get to know Aayush Gite
Aayush Gite
CRM Implementation and Sales Automation Specialist
- FromIndia
- Member sinceApr 2022
- Avg. response time1 hour
Languages
Hindi, English
I specialize in professional CRM setup, sales automation and complete client management system configuration for growing businesses. I help companies organize leads, manage proposals and estimates, generate invoices, configure payment workflows and streamline operations. From installation and server setup to API integration and billing automation, I design practical CRM systems that improve productivity and support long term business growth.
I focus on building structured and scalable systems that help businesses grow efficiently. Feel free to discuss your requirements before placing an order.
My Portfolio
FAQ
Question: Do you provide Perfex CRM source files or license?
Answer: No. The client must provide the original Perfex CRM installation files. I do not sell, distribute, or share CRM source files or licenses.
Question: Do you provide or sell paid Perfex CRM modules?
Answer: I only install and configure client-provided modules. I do not share, sell, or modify licensed modules.
Question: Do you create custom modules or custom coding?
Answer: Basic configuration and module setup are included based on the package. Custom development or advanced modifications must be discussed before ordering.
Question: Do you offer data migration from another CRM?
Answer: Yes, CSV-based data migration is available. The data must be properly structured. Complex migrations from other CRMs should be discussed before placing an order.
Question: Do you create custom modules or custom coding?
Answer: Basic configuration and module setup are included based on the package. Custom development or advanced modifications must be discussed before ordering.
Question: Can you integrate third-party tools or APIs?
Answer: Yes, API integration is possible if the required module or API access is provided by the client. Please message before ordering for complex integrations.
