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Assets Management module for Perfex CRM - Organize company and client assets

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Available in the plans: SaaS SaaS Pro Essencial Premium Plus
Assets Management module for Perfex CRM - Organize company and client assets
Available in Some Plans

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 always in good operational condition.

What is the Assets Management Module? The Assets Management Module is an asset management tool that integrates directly with Perfex CRM, allowing companies to organize and monitor their assets, whether physical or digital. It is ideal for companies that wish to maintain strict control over their assets, track depreciation, and ensure that all resources are utilized effectively.

What does it do? Asset Registration: Allows detailed recording of assets, including information such as name, type, acquisition value, purchase date, location, and other relevant characteristics. Asset Maintenance: Facilitates the scheduling and recording of maintenance activities, both preventive and corrective, to ensure that all assets remain in good condition. Depreciation Monitoring: Calculates the depreciation of assets over time, helping the company understand the current value of its goods and plan for replacements or upgrades. Location Tracking: Provides functionalities to track the location of assets, especially useful for companies with mobile assets or distributed across multiple locations. Asset Reporting: Generates detailed reports on the status, value, location, and maintenance of assets, providing a clear and comprehensive view of the company's assets. Integration with Perfex CRM: Works seamlessly with the native functionalities of Perfex CRM, centralizing all asset information within the system. Document Management: Allows attaching relevant documents to each asset, such as user manuals, warranty contracts, and maintenance records.

Benefits Centralization of Information: All information about the company's assets is centralized in a single system, facilitating access and management. Greater Control and Efficiency: Helps ensure that assets are managed efficiently, with scheduled maintenance and optimized use, avoiding waste and reducing operational costs. Detailed Monitoring: Tracking depreciation and the condition of assets allows companies to make informed decisions about the replacement or maintenance of goods. Efficient Tracking: Tracking the location of assets helps maintain transparency and security, ensuring that the company always knows where its resources are. Ease of Use: The intuitive interface and integration with Perfex CRM make asset management simple and accessible, saving time and effort.

This module is ideal for companies using Perfex CRM that need an effective solution to manage their assets, ensuring that all resources are utilized efficiently and maintained in good condition over time.

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Published:

20/01/2025

Version:

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Versão Requerida:

3.2.1 ou superior

Disponível nos Planos:

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