Account Management Advancements for Perfex CRM
Enhance your workflow with the latest account management advancements in Perfex CRM. Boost efficiency and streamline client interactions seamlessly.
Note: Account Management Advancements for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later.
Enhance your account and customer management capabilities with Account Management Advancements, a powerful module designed to improve team communication, customer tracking, and financial control within Perfex CRM. Live Preview
NEW FEATURE
Introducing Secure PIN for Customers!
Combat rising phone impersonation threats with the Secure PIN field. Customers can set a 6-10 character alphanumeric PIN, required for verification when contacting your team over the phone. This ensures only authorised individuals can access account details, preventing unauthorised access while ensuring a secure and seamless account management experience.
OTHER FEATURES
- Custom Team Alerts: Keep your team informed with real-time alerts when accessing customer records. Choose from Information, Warning, and Critical alerts to highlight key customer details, such as overdue payments, restricted services, or special handling instructions.
- Rich Text Customer Description: Record detailed customer information using a rich text editor, making it easier to document interactions, preferences, and account history.
- Notes Sharing via Link: Share customer-related notes effortlessly with a direct link, improving collaboration and record-keeping across teams.
- More features on the way.
With more features coming soon, Account Management Advancements helps you keep your business organised, reduce financial risks, and improve team coordination within Perfex CRM.
SOME IMAGES
Rich Text Customer Description.
Customer Notes Sharing via Link.
NQUIRIES AND SUPPORT
For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.
If you have purchased this module and require support, please open a support query, and we will be glad to assist you.
For feature requests, please email us on the provided email address on our seller profile.
