NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM. Introducing PropertyBase, the all-in-one property management solution designed to streamline property tracking, leasing, and maintenance processes. Built to optimize the management of your real estate portfolio, PropertyBase helps you efficiently oversee your properties, tenants, and financials. demo…
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…
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 search for all businesses within the specified location and radius and imports it into your Perfex CRM. Live Preview You can Sync all Results to your Leads…
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. Live Preview Revolutionize the…
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. Live Preview 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…
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. Live Preview 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! Live Preview The Starter Pack for SaaS Business Bundle is designed to offer a comprehensive collection of Business…
