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Perfex

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Google Workspace Integration module for Perfex CRM - Google Drive, Sheets, Docs, Forms & Slides
Google Integration Module for Perfex CRM – Perfect Bidirectional Synchronization Transform your document and data management with complete integration between Perfex CRM and Google Workspace What is the Google Integration Module for Perfex CRM? This innovative module connects Perfex CRM to the...
Google Lead Finder module for Perfex CRM
The Google Lead Finder Module for Perfex CRM is an extension designed to help businesses efficiently find and capture leads by utilizing Google search directly integrated into the Perfex CRM system. This module is ideal for companies looking to expand their customer base, facilitating the search and...
Google Analytics module for Perfex CRM
The Google Analytics Module for Perfex CRM is an extension designed to integrate Google Analytics directly into the Perfex CRM system. This module is ideal for companies that want to track the performance of their website and digital marketing campaigns directly within Perfex CRM, allowing for a con...
GoCardless Payment Gateway for Perfex CRM
The GoCardless Payment Gateway Module for Perfex CRM is an extension designed to integrate the GoCardless payment gateway directly into the Perfex CRM system. This module is ideal for companies looking to offer an online direct debit payment solution, facilitating the secure and efficient collection...
Flutterwave Payment Gateway for Perfex CRM
The Rave Payment Gateway Module for Perfex CRM is an extension designed to integrate the Rave payment gateway (now known as Flutterwave) directly into the Perfex CRM system. This module is ideal for companies using Perfex CRM that wish to provide their customers with a secure and efficient way to ma...
Flexible Lead Scoring and Lead Rating Module for Perfex
The Flexible Lead Scoring Module for Perfex is an extension designed to help companies efficiently evaluate and prioritize leads within the Perfex CRM system. This module is ideal for companies looking to improve their lead qualification process by using customized criteria to determine the value of...
Flexible Keep In Touch For Perfex
The Flexible Keep in Touch module for Perfex is an extension designed to help businesses maintain regular and effective contact with their customers directly within the Perfex CRM system. This module is ideal for companies looking to improve their customer relationships by ensuring continuous and pe...
Flexform - Perfex Form Builder
The FlexForm module - Perfex Form Builder for Perfex CRM is a powerful and flexible tool that allows you to create custom forms to meet various business needs. With an intuitive interface and a wide range of customization options, FlexForm facilitates information gathering, process automation, and c...
Fleet Management module for Perfex CRM
The Fleet Management Module for Perfex CRM is an extension designed to allow companies to manage their vehicle fleets directly within the Perfex CRM system. This module is ideal for companies that have a fleet of vehicles and need an efficient solution to monitor, maintain, and manage these assets i...
Flexible Backup and Restore Module for Perfex
The Flexible Backup and Restore Module for Perfex CRM is an extension designed to provide advanced backup and restoration solutions within the Perfex CRM system. This module is ideal for companies that want to ensure the security of their data, allowing for automated backups to be created and easily...
Fixed Equipment Management module for Perfex CRM
The Fixed Equipment Management module for Perfex CRM is an extension designed to help companies manage fixed equipment directly within the Perfex CRM system. This module is ideal for organizations that have fixed assets or equipment and need an efficient solution to monitor, maintain, and track thes...
File Sharing module for Perfex CRM
The File Sharing module for Perfex CRM is an extension designed to enable file sharing and management directly within the Perfex CRM system. This module is ideal for companies that need an efficient solution to share documents, project files, contracts, and other types of media with their clients an...
Facebook Leads - Perfex CRM Leads synchronization module
The Facebook Leads Integration & Sync module for Perfex CRM is an extension designed to integrate and synchronize leads captured through Facebook ad campaigns directly into the Perfex CRM system. This module is ideal for companies that use Facebook as a marketing and lead generation tool, allowing f...
Elite Download Modules for Perfex CRM
The Elite Download Modules for Perfex CRM is an extension that allows administrators and users of the system to download modules directly within Perfex CRM. This module is ideal for companies that want to simplify the addition of new modules to the system, making the process of downloading and insta...
Event Management and Ticket Booking Module for Perfex
The FlexStage - Event Management and Ticket Booking module for Perfex CRM is an extension designed to help businesses manage events and ticket bookings directly within the Perfex CRM system. This module is ideal for companies that organize events, webinars, conferences, workshops, and other activiti...
Email Marketing & SMS Marketing Integration For Perfex CRM
The Email Marketing & SMS Marketing Integration module for Perfex CRM is an extension designed to integrate email and SMS marketing functionalities directly into the Perfex CRM system. This module is ideal for companies that want to manage their marketing campaigns in a centralized manner, using Per...
E-Invoicing - European Compliant Invoicing For Perfex CRM
eInvoicing - European Compliant Invoicing for Perfex CRM is a module designed to ensure that your billing operations within Perfex CRM comply with the European Union's electronic invoicing regulations. This module provides all the necessary tools to create, manage, and send invoices that meet the gu...
Elite Custom JS and CSS module for Perfex CRM
The Elite Custom JS and CSS module for Perfex CRM is an extension developed to allow administrators and developers to add custom JavaScript and CSS code directly into the Perfex CRM system. This module is ideal for companies that wish to customize the functionality and appearance of the CRM in a mor...
Dynamic Customized Theme Module for Perfex CRM
The Dynamic Customized Theme module for Perfex CRM is an extension that allows users to customize the appearance of the Perfex CRM system according to the needs and preferences of the company. This module is ideal for companies that wish to adapt the CRM interface to reflect their visual identity or...
Document Management module for Perfex CRM
The Document Management module for Perfex CRM is an extension designed to help businesses manage, organize, and share documents directly within the Perfex CRM system. This module is ideal for companies that require an integrated solution to store and access documents centrally, ensuring that all tea...
Discussion and Community Forum Module for Perfex
The Discussion and Community Forum module for Perfex CRM is an extension developed to add discussion forum and community functionalities to the Perfex CRM system. This module is ideal for companies that want to create a collaborative space within the CRM where users, clients, and the team can intera...
Diagramy - Diagrams and BPMN module for Perfex (Flowchart, Process, Org Chart, Whiteboard & more)
The Diagramy module for Perfex CRM is a comprehensive solution for creating and editing diagrams directly within the Perfex CRM system. This module is ideal for companies that need an integrated tool to design flowcharts, process diagrams, organizational charts, and other types of visual diagrams th...
Deposit Invoice and Sales Item Customization Module for Perfex CRM
Simplify your estimate billing process and easily customize item details using our powerful billing module. With features designed to enhance efficiency and flexibility, managing your estimates to invoices has never been easier. Key Features: Deposit Invoice Workflow: Streamline the creation of dep...
Delivery Note Module for Perfex CRM
The Delivery Note module for Perfex CRM is an extension designed to manage and generate delivery notes directly within the Perfex CRM system. This module is ideal for companies that require an efficient solution to document and track the delivery of products or services, ensuring that all transactio...
Deals Management for Perfex CRM
The Deals Management module for Perfex CRM is an extension developed to help companies efficiently manage their deals and opportunities directly within the Perfex CRM system. This module is ideal for companies looking to centralize control over all stages of the sales process, from prospecting to cl...
DataPulse - Extensive Dashboard Analytics For Perfex CRM
The DataPulse Module - Extensive Dashboard Analytics for Perfex CRM is a powerful analytics tool that enables companies to gain detailed and comprehensive insights into the data stored in Perfex CRM. This module is ideal for businesses that want to monitor key metrics, visualize trends, and make inf...
Customer Service Management module for Perfex CRM
The Customer Service Management module for Perfex CRM is an extension designed to optimize customer service management directly within the Perfex CRM system. This module is ideal for companies looking to improve the quality of customer support, efficiently organize service requests, and track the pe...
Customer Loyalty and Memberships for Perfex CRM
The Customer Loyalty and Memberships module for Perfex CRM is an extension designed to help businesses create, manage, and monitor customer loyalty and membership programs directly within the Perfex CRM system. This module is ideal for companies looking to reward loyal customers, increase customer r...
Custom Task Filters Module for Perfex CRM
Custom Task Filters This module can be used in Perfex CRM to extend the task filtering functionality. You can create dynamic filters according to your needs and save them for future use. Usage: Primarily used for different types of reports while accessing the integrated functionality of Perfex...
Custom SMS & Email Notifications module for Perfex CRM
The Custom SMS & Email Notifications for Perfex CRM is a module designed to enhance the notification capabilities of Perfex CRM, allowing the creation and customization of alerts via SMS and email. With this module, companies can ensure that clients and team members receive important communications...