Vijay K.
CRM Automation Expert | Perfex, Rise, HubSpot + n8n + AI Agents
I help agencies, SaaS companies, and service businesses automate their CRMs end-to-end — so your team stops doing manual data entry, follow-ups, lead routing, and reporting that software should handle. Most CRM setups are only 30% used. Teams bought Perfex, HubSpot, or Zoho expecting magic, but still live in spreadsheets and WhatsApp chats. I fix that gap — combining deep CRM customization with n8n workflows and AI agents. ⭐ "Vijay was prompt, he did what he said he was going to do. He had solutions I did not think of. He took ownership and made sure I got what I needed." — Recent client 🔧 WHAT I BUILD - Custom Perfex CRM & Rise CRM modules (12+ yrs PHP/Laravel/CodeIgniter) - n8n workflow automation — self-hosted or cloud - AI agents for lead scoring, ticket triage, auto-responses (OpenAI, Claude) - WhatsApp + CRM automation via Evolution API & WhatsApp Cloud API - Zapier/Make → n8n migrations (typically 60-80% cost reduction) - API integrations between CRMs and any tool your business uses - Custom dashboards and reporting for sales and operations teams 🎯 WHO I WORK BEST WITH - Agencies running client work on Perfex/Rise CRM who need deeper customization - SaaS founders automating onboarding, billing, or customer success - Service businesses (legal, healthcare, real estate, cleaning, consulting) drowning in manual follow-ups - Teams paying $500+/month on Zapier/Make wanting self-hosted alternatives 📦 TYPICAL PROJECTS - "Build a custom Perfex module for [X] workflow" — 7 to 21 days - "Connect our CRM, website forms, and WhatsApp into one automated pipeline" — n8n + AI, 10-14 days - "Add AI lead scoring and ticket classification to our CRM" — 7-10 days - "Migrate 40 Zapier workflows to self-hosted n8n" — 14 days, cuts costs 70%+ - "WhatsApp chatbot that qualifies leads and logs into Perfex" — 7-10 days 🛠️ TECH STACK CRMs: Perfex CRM, Rise CRM, HubSpot, Zoho, custom Laravel CRMs Automation: n8n (self-hosted Docker expert), Make, Zapier AI: OpenAI GPT-4, Anthropic Claude, LangChain, vector databases Messaging: WhatsApp Cloud API, Evolution API, Twilio Backend: PHP, Laravel, CodeIgniter, Node.js, Python, MySQL, REST APIs Deployment: Docker, VPS (Hetzner, DigitalOcean, AWS) 📞 HOW I WORK - Discovery call to map your actual workflow — not just the stated requirement - Written scope and milestones before any code is written - Daily progress updates on active projects - Staging environment for testing before production - Full handover documentation so your team can maintain it - I recommend the simplest solution, not the biggest invoice Message me with what's manual in your business today — I'll tell you honestly whether automation makes sense for you, and exactly how I'd approach it.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $942
Billed in all: $4,561$4.6k
$471 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 18% in CodeIgniter
Ranked by MRR among everyone on Upwork with the skill.
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