PEPPOL Integration Module for Perfex CRM
If you’re using Perfex CRM and doing business across Europe, PEPPOL compliance is no longer optional—it’s a requirement. The PEPPOL Network Integration for Perfex CRM is a powerful module designed to help businesses send and receive electronic invoices across the official PEPPOL network while fully complying with EU e-invoicing regulations.
In this review, I’ll break down what this module offers, who it’s best for, and whether it’s worth integrating into your Perfex CRM setup. Demo
What Is PEPPOL Network Integration for Perfex CRM?
This is a professional PEPPOL e-invoicing module built specifically for Perfex CRM (v3.1 or higher). It allows businesses to seamlessly send and receive electronic invoices and credit notes using PEPPOL standards, including UBL document generation, directory lookup, and automated processing.
⚠️ Note: This is an extension/module, not a standalone software. Perfex CRM is required.
Key Features Explained
1. Electronic Invoice & Credit Note Transmission
The module enables you to:
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Send invoices and credit notes directly via the PEPPOL network
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Automatically generate UBL (Universal Business Language) documents
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Track document status in real time (queued, sent, failed, received, paid)
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Handle bulk invoicing, perfect for high-volume businesses
This eliminates manual invoice handling and reduces human error significantly.
2. Receive & Process PEPPOL Documents
You can also receive invoices from external PEPPOL participants:
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Automatic UBL parsing and structured data extraction
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Lifecycle management with acknowledgments
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Standard PEPPOL reason codes for invoice responses
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Convert received invoices directly into Perfex CRM expenses
This makes accounting and reconciliation much easier.
3. Automated PEPPOL Directory Lookup
Finding PEPPOL participants is fully automated:
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Smart VAT number matching
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Bulk lookup for existing customers
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Auto-population of PEPPOL identifiers
This feature saves time and ensures accurate recipient detection.
4. Advanced Document Management
For better control and auditing, the module includes:
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Credit note linking
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Attachment visibility controls
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Complete audit logs and document history
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Secure handling of metadata and attachments
This is especially useful for businesses that need compliance documentation.
5. Multi-Provider & Enterprise-Ready Architecture
One of the strongest points of this module:
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Built-in Ademico Software PEPPOL provider integration
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Sandbox & production environment support
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Provider-agnostic architecture (you can integrate any PEPPOL Access Point)
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SaaS-ready, with full multi-tenant support
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Tenant-specific configurations
This makes it ideal for agencies and SaaS platforms.
Who Should Use This Module?
This solution is perfect for:
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B2B companies trading within the EU
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Government contractors requiring PEPPOL compliance
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Accounting & advisory firms managing multiple clients
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SaaS providers offering EU-compliant invoicing
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International companies with European operations
If PEPPOL compliance is part of your business requirement, this module is a strong choice.
Requirements You Should Know
Before purchasing, make sure:
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You are using Perfex CRM v3.1 or higher
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You have an active PEPPOL Access Point Provider account
(Ademico is supported by default, others can be integrated) -
You test thoroughly—refunds are not provided
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Custom setup, installation, or provider integration may require paid support
Support & Documentation
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Detailed installation and usage documentation included
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Support responses usually within a few hours (sometimes up to a few days)
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Custom development and advanced configurations are available as paid services
Final Verdict – Is It Worth It?
If your business needs reliable, scalable, and fully EU-compliant e-invoicing inside Perfex CRM, this PEPPOL Network Integration module is an excellent investment.
✔ Enterprise-grade
✔ Future-proof & extensible
✔ Ideal for B2B, SaaS, and accounting firms
✔ Designed specifically for Perfex CRM
