We require someone to integrate our website to Perfex CRM and setup some additional features / workflows on perfex.
We can give access to our website (wordpress) and our server which hosts both the website and the Perfex CRM.
We require someone to:
* send the contact form data form our website to the the Perfex CRM "Lead" record
* remove and create some custome fields for the customer record
* Set up text messgaing / automated emails
* create new products with pricing
* Setup basic order / e-singature documentation for customers
* billing setup
We will provide support, content and the data, hwoever we simply need someone to be able to helo us create the above features so we can progress.