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Perfex CRM
Proprietary Modules

Perfex

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Perfex
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Perfex
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Accounting and Bookkeeping module for Perfex CRM
Accounting and Bookkeeping module for Perfex CRM
R$ 49
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Accounting and Bookkeeping module for Perfex CRM
The Accounting and Bookkeeping module for Perfex CRM is a comprehensive solution to integrate accounting and financial management functionalities directly into the Perfex customer relationship management (CRM) system. It was developed for companies that wish to centralize their financial and account...
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Add-on Statuses Module for Perfex CRM
Add-on Statuses Module for Perfex CRM
R$ 49
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Add-on Statuses Module for Perfex CRM
"Add-on Statuses" is a module that can be used in Perfex CRM to expand the default statuses of Projects and Tasks. "Add-on Statuses" allows you to create additional statuses for Tasks and Projects beyond the existing statuses in Perfex CRM. Manage the sequence or order of the newly added statuses. A...
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Account Planning module for Perfex CRM - Strategic planning for your clients
Account Planning module for Perfex CRM - Strategic planning for your clients
R$ 49
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Account Planning module for Perfex CRM - Strategic planning for your clients
Advanced Account Planning for Perfex The Account Planning Module for Perfex CRM is a strategic account planning tool that, through a customer-centric approach to identifying priority accounts and capturing and analyzing critical information, enables you and your team members to develop a strategy to...
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