Enhance your Perfex CRM experience with our Purchase Order Module. Designed to seamlessly integrate into your existing Perfex CRM environment, this module adds powerful purchase order functionalities to streamline your sales process. The Purchase Order module follows a similar flow and offers functionalities close to that of estimates and invoices, ensuring easy integration with your…
Google Lead finder can help you to find Leads and Businesses using the Google Maps API. Simply input your desired Keyword and Location, and Lead Finder will systematically searches for all businesses within the specified location and radius and imports it into your Perfex CRM. You can Sync all Results to your Leads or Cherry-Pick…
BRIEF DESCRIPTION Unlock the proven principles of Agile Project Management methodologies using Sprint Module. The Sprint Management Module allows you to organise your tasks into sprints for each project. Create unlimited sprints and connect your tasks to it accordingly. Create Invoice for project Tasks of a Button hence streamline your workflow, enhancing collaboration and boosting…
Brief description Introducing the PDF Customizer for Perfex CRM, a module that will help you customize Proposals, Estimates, Invoices, Credit Notes, Payments and Contracts’ PDFs sent to your customers! This module fulfills the long-awaited need for comprehensive customization of PDFs, offering unparalleled flexibility in tailoring your Proposals, Estimates, Invoices, Credit Notes, and Contracts. Revolutionize the way you…
Are you wondering how you can Empower your team to deliver the best work? You can now Automate repetitive Actions in your Workflow using Workflow Automation Module. As Tasks transition from one Section of your Kanban board to Another, you most times want to perform some tasks such as Assigning Task in Testing Section to Tester,…
Perfex CRM Affiliate Module – Simple and Effective A simple and comprehensive affiliate management module for Perfex CRM. Elevate your business outreach with the Perfex CRM Affiliate Module. This module empowers your CRM platform by integrating a seamless affiliate system, allowing effortless tracking, managing, and rewarding of affiliate referrals based on referrals and or payments…
WALLET MODULE FOR FOR PERFEX CRM ! Our Wallet Module for Perfex CRM introduces an automated system that seamlessly handles overdue invoices. Enjoy hassle-free, timely payments, ensuring uninterrupted financial flow for your business and clients. Experience effortless management, mitigate delays, and enhance financial stability within your Perfex CRM ecosystem.Key Features: Demo
Starter Pack for SaaS Business Bundle Note: This is a bundle of modules for Perfex CRM. Unlock the full potential of a SaaS-based Perfex CRM business with the our bundle. Purchase it now and create a SaaS business, easy as 1-2-3! The Starter Pack for SaaS Business Bundle is designed to offer a comprehensive collection of Business Modules that can…
Add Custom JS, CSS Files Support for administrators to customize and manage JavaScript and CSS code for customization in Admin, Clients, or both. Supporting Features: Quick Access Menu Time is valuable in work. Quickly accessing frequently managed components contributes to increased work efficiency. Supporting Features: Other Utilities Demo Due to the customization of JavaScript and…
This is a module for Perfex CRM Currently Popular Task Templates for Sale on CodeCanyon – Compatible with Perfex CRM View Live Preview Screenshots Introducing a Perfex CRM Module The Task Templates module empowers you to craft task templates, eliminating the need to repeatedly input all the task details. Simply choose a template, set a…