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 main services of Google Workspace: Google Docs, Sheets, Forms, Slides, and Drive. With it, you can create, edit, and manage all these files directly from the Perfex CRM dashboard, with instant and bidirectional synchronization between the platforms. Key Benefits Instant and Bidirectional Synchronization Update data in Perfex CRM or Google Workspace and see the changes reflected in real-time on both platforms. This ensures that all information is always up-to-date, accurate, and consistent. Complete Management within Perfex CRM Create new files (Sheets, Documents, Slides, Forms, files in Drive), edit existing ones, and organize everything without leaving your CRM workspace. Intuitive and User-Friendly Interface An elegant design makes navigating and managing your files simple for any user, even without technical experience. Enhanced Collaboration Share synchronized files with your team, keeping everyone aligned and working with the most recent data. Permission-Based Access Control Administrators can grant or restrict employee access to specific files. Users can request access automatically, ensuring security and complete control over their documents. Automation and Error Reduction Eliminate manual entries, reduce the possibility of errors, and save time with automatic synchronization configurable via Perfex CRM's Cron Job. Customizable Settings Adjust synchronization rules according to your business needs — choose between manual or automatic data updates. Why do you need this module? Increase operational efficiency by simplifying complex processes and eliminating the need to manually update data across multiple platforms. Keep data always accurate, avoiding errors caused by outdated or conflicting information. Save time by automating repetitive tasks to focus on growing your business. Improve team collaboration with easy access to real-time updated information. Centralize file management to keep your team organized and productive. Application Examples Sales Team: Track leads, update sales data, and monitor results in real-time. Marketing: Organize campaign information, analyze metrics, and share accurate reports. Finance: Synchronize budgets, forecasts, and financial records to ensure strict control. Project Management: Coordinate teams with shared access to the latest project information and documents. How does the installation work? Access the Perfex CRM dashboard: Settings → Modules → Upload. Upload the ZIP file downloaded from the CodeCanyon platform. Activate the module. Follow the included documentation to configure the integration with your Google account. Done! Start synchronizing your data immediately. For questions, our support team is ready to assist via ticket in the official support area. Secure yours now! Don't miss the chance to revolutionize your workflow. Acquire the Google Integration Module for Perfex CRM today for faster, safer, and more efficient management of your documents and data. Say goodbye to tedious manual tasks and hello to a more productive routine! If you wish, I can also help create texts for ads, social media posts, or FAQs for your sales page. Interested?