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Email Marketing & SMS Marketing Integration For Perfex CRM
The Email Marketing & SMS Marketing Integration module for Perfex CRM is an extension designed to integrate email and SMS marketing functionalities directly into the Perfex CRM system. This module is ideal for companies that want to manage their marketing campaigns in a centralized manner, using Per...
E-Invoicing - European Compliant Invoicing For Perfex CRM
eInvoicing - European Compliant Invoicing for Perfex CRM is a module designed to ensure that your billing operations within Perfex CRM comply with the European Union's electronic invoicing regulations. This module provides all the necessary tools to create, manage, and send invoices that meet the gu...
Elite Custom JS and CSS module for Perfex CRM
The Elite Custom JS and CSS module for Perfex CRM is an extension developed to allow administrators and developers to add custom JavaScript and CSS code directly into the Perfex CRM system. This module is ideal for companies that wish to customize the functionality and appearance of the CRM in a mor...
Dynamic Customized Theme Module for Perfex CRM
The Dynamic Customized Theme module for Perfex CRM is an extension that allows users to customize the appearance of the Perfex CRM system according to the needs and preferences of the company. This module is ideal for companies that wish to adapt the CRM interface to reflect their visual identity or...
Document Management module for Perfex CRM
The Document Management module for Perfex CRM is an extension designed to help businesses manage, organize, and share documents directly within the Perfex CRM system. This module is ideal for companies that require an integrated solution to store and access documents centrally, ensuring that all tea...
Discussion and Community Forum Module for Perfex
The Discussion and Community Forum module for Perfex CRM is an extension developed to add discussion forum and community functionalities to the Perfex CRM system. This module is ideal for companies that want to create a collaborative space within the CRM where users, clients, and the team can intera...
Diagramy - Diagrams and BPMN module for Perfex (Flowchart, Process, Org Chart, Whiteboard & more)
The Diagramy module for Perfex CRM is a comprehensive solution for creating and editing diagrams directly within the Perfex CRM system. This module is ideal for companies that need an integrated tool to design flowcharts, process diagrams, organizational charts, and other types of visual diagrams th...
Deposit Invoice and Sales Item Customization Module for Perfex CRM
Simplify your estimate billing process and easily customize item details using our powerful billing module. With features designed to enhance efficiency and flexibility, managing your estimates to invoices has never been easier. Key Features: Deposit Invoice Workflow: Streamline the creation of dep...
Delivery Note Module for Perfex CRM
The Delivery Note module for Perfex CRM is an extension designed to manage and generate delivery notes directly within the Perfex CRM system. This module is ideal for companies that require an efficient solution to document and track the delivery of products or services, ensuring that all transactio...
Deals Management for Perfex CRM
The Deals Management module for Perfex CRM is an extension developed to help companies efficiently manage their deals and opportunities directly within the Perfex CRM system. This module is ideal for companies looking to centralize control over all stages of the sales process, from prospecting to cl...
DataPulse - Extensive Dashboard Analytics For Perfex CRM
The DataPulse Module - Extensive Dashboard Analytics for Perfex CRM is a powerful analytics tool that enables companies to gain detailed and comprehensive insights into the data stored in Perfex CRM. This module is ideal for businesses that want to monitor key metrics, visualize trends, and make inf...
Customer Service Management module for Perfex CRM
The Customer Service Management module for Perfex CRM is an extension designed to optimize customer service management directly within the Perfex CRM system. This module is ideal for companies looking to improve the quality of customer support, efficiently organize service requests, and track the pe...
Customer Loyalty and Memberships for Perfex CRM
The Customer Loyalty and Memberships module for Perfex CRM is an extension designed to help businesses create, manage, and monitor customer loyalty and membership programs directly within the Perfex CRM system. This module is ideal for companies looking to reward loyal customers, increase customer r...
Custom Task Filters Module for Perfex CRM
Custom Task Filters This module can be used in Perfex CRM to extend the task filtering functionality. You can create dynamic filters according to your needs and save them for future use. Usage: Primarily used for different types of reports while accessing the integrated functionality of Perfex...
Custom SMS & Email Notifications module for Perfex CRM
The Custom SMS & Email Notifications for Perfex CRM is a module designed to enhance the notification capabilities of Perfex CRM, allowing the creation and customization of alerts via SMS and email. With this module, companies can ensure that clients and team members receive important communications...
Custom Links for Perfex CRM
The Custom Links module for Perfex CRM is an extension that allows users to add and manage custom links directly within the Perfex CRM system. This module is ideal for companies that need to create shortcuts to specific pages, external resources, or important documents, facilitating quick and organi...
Coinbase Crypto Payment Gateway for Perfex CRM
The Coinbase Crypto Payment Gateway module for Perfex CRM is an extension that allows businesses to accept cryptocurrency payments directly through Perfex CRM, utilizing the Coinbase payment platform. With this module, companies can expand their payment options, enabling customers to pay for service...
Client One-Time Password Module For Perfex CRM
Single Sign-On Module for Clients in Perfex CRM The Single Sign-On (OTP) module for Perfex CRM enhances security by allowing clients to log in using a one-time password. This feature supports two-factor authentication, adding an extra layer of protection to your CRM. One-time passwords can be sent v...
Custom JavaScript module for Perfex
The Custom JavaScript module for Perfex CRM is an extension that allows users to add and execute custom JavaScript code within the Perfex CRM system. This module is ideal for companies and developers who need to extend the CRM's functionalities, integrate third-party scripts, or customize the interf...
CashFlow Module for Perfex CRM
Cash Flow Module for Perfex CRM The Cash Flow module is designed for the Perfex CRM to manage business expenses and monitor revenue in transactions. It provides the ability to record cash inflows and outflows, grouped by companies and based on expense categories. It helps to evaluate revenue easily....
Custom Data Tables for Perfex CRM
The Custom Data Tables module for Perfex CRM is an extension that allows users to create and customize data tables within the Perfex CRM system. This module is ideal for companies that need to manage and display specific data in an organized and flexible manner, allowing information to be presented...
Call Log 1.2.0 module for Perfex CRM
The Call Log module for Perfex CRM is an extension that allows companies to record and manage the history of phone calls directly within Perfex CRM. This module is ideal for businesses that want to maintain a detailed record of phone interactions with customers and leads, enabling efficient and orga...
Brevo SMS Notification Module for Perfex CRM formerly SendInBlue
The SendinBlue SMS Notification module for Perfex CRM is an extension that integrates SendinBlue's SMS service with the Perfex CRM system. This module allows companies to send notifications and text messages (SMS) directly from Perfex CRM, using the SendinBlue platform to facilitate communication wi...
BannerCraft - Dynamic Banner Management & News Ticker Module for Perfex CRM
The BannerCraft module for Perfex CRM is a specialized solution that enables dynamic management of banners within the Perfex CRM system. This module is designed for companies that wish to efficiently manage and display banners on their platforms, offering advanced functionalities to create, customiz...
Bank/Cash Account Balances For Perfex CRM
The BankCash Account Balances module for Perfex CRM is a tool designed to manage bank and cash account balances within the Perfex CRM system. This module allows companies to efficiently track cash inflows and outflows, manage transfers between accounts, and monitor their account balances in real-tim...
AWS S3 Integration for Perfex CRM
The AWS S3 Integration for Perfex CRM is a module that enables direct integration between Perfex CRM and Amazon Web Services (AWS) S3, a highly secure and scalable cloud storage service. This module was developed for companies using Perfex CRM that wish to leverage AWS S3 cloud storage to efficientl...
Assets Management module for Perfex CRM - Organize company and client assets
The Assets Management module for Perfex CRM is an extension designed to help companies effectively manage and monitor their assets within the Perfex CRM system. This module provides a centralized platform to record, track, and maintain all types of assets, ensuring they are used efficiently and are...
AssetCentral - Assets Management For Perfex CRM
The AssetCentral module for Perfex CRM is an extension developed to manage physical and digital assets within the Perfex CRM system. This module allows companies to track, organize, and manage their assets efficiently, ensuring that all resources are utilized effectively and that their states and va...
Appointment Module for Perfex CRM
Appointment Module for Perfex CRM The Appointment Manager is a module for Perfex CRM designed to simplify the scheduling process by incorporating location-based appointments, service options, and staff selection. It offers a robust and scalable solution for efficiently managing appointments with gre...
Appointly - Perfex CRM Appointments
The Appointly module for Perfex CRM is a powerful extension that adds appointment scheduling functionalities to the Perfex CRM system. This module was developed to help businesses efficiently manage and organize their appointments and meetings, all within the familiar environment of Perfex CRM. What...