Hire Finance (Perfex CRM Financial Module)

Transform Your Company's Financial Management with the Financial Module for Perfex!

Are you looking for a practical and efficient solution to manage your finances? The Financial Module for Perfex is the answer you need! This module was specially developed to meet your company's demands, offering complete and automatic control of your finances.

Main Features:

Cash Overview: 

• Get a complete overview of your cash flow, viewing all inflows and outflows in real time.
• Track what is receivable, including details about customers, amounts, and due dates.

Receivables Control:

• Monitor generated and pending invoices.
• Quickly identify which invoices are overdue and how long they have been.

Expense Management:

• Access a summary of paid expenses, categorized by type.
• View open expenses and total for the month, making tracking easier.

Recurring Invoices:

• Manage your recurring invoices easily, allowing for a more predictable cash flow.
• Receive alerts about paid and pending invoices in the coming days.

Performance Analysis:

• View graphs and reports that show average receivables and monthly variations.
• Access the DRE (Income Statement) for a more detailed financial analysis.

Delinquency Dashboard:

• Identify delinquent customers and view the status of each invoice.
• Send automatic notifications via WhatsApp directly from the module to customers with overdue payments.

Financial Forecasts:

• Project your cash flow until the end of the year, with estimates of revenues and expenses.
• Track cash evolution in intuitive graphs.

Expense Center:

• Quickly consult all expenses with a visual dashboard and detailed reports.
• Filter expenses by period and obtain customized reports.

ABC Curve of Customers:

• Analyze which customers are most valuable to your business and how they impact your cash flow.
• Identify risks associated with customers that represent a significant portion of your revenue.

Support and Updates:

• As a beta version, the Financial Module is constantly evolving. User feedback is essential for continuous improvements.
• Easily report bugs with a dedicated button, ensuring your experience is always optimized.

Free Access for Pro and Premium Plans

The Financial Module is free for all users who have the Pro or Premium plan from The Community. Take advantage of this opportunity to elevate your company's financial management at no additional cost!

Why Choose the Financial Module for Perfex?

• Easy to Use: User-friendly interface that does not require advanced technical knowledge.
• Complete Integration: Works seamlessly within the Perfex ecosystem, ensuring a smooth experience.
• Customized Reports: Generate detailed reports with just a few clicks, aiding in informed decision-making.

Don't waste time! Transform your company's financial management and maximize your results with the Financial Module for Perfex. Try it now and see the difference it can make in your daily operations!