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...
Project Management for Perfex CRM The Project Roadmap module provides advanced reports for your projects in Perfex CRM, within the administrative area. It generates useful reports for each project directly on your dashboard and allows you to filter projects based on advanced reports (milestones...
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The Invoice Templates for Perfex CRM is a module that offers a variety of customizable invoice templates for Perfex CRM. This module allows businesses to create, edit, and manage invoices professionally, with modern designs tailored to the specific needs of each business.Main Features:Multip...
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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The Kanban View Module for Projects in Perfex CRM is a practical and visual solution for managing projects within Perfex CRM. It transforms the way you and your team visualize and organize tasks, using the popular Kanban format, known for its efficiency in managing workflows and increasing p...
WhatsBot - WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM
The WhatsBot - Marketing and Chat Bot Module for WhatsApp in Perfex CRM is a powerful solution that automates marketing and customer service interactions via WhatsApp directly from Perfex CRM.Main Features:WhatsApp Marketing Automation: Allows the creation of automated marketing campaigns via WhatsA...
Uma extensão de segurança para PHP que protege o código-fonte
O que você precisa saber
Para funcionar corretamente, este módulo precisa que sua hospedagem tenha o Ioncube Loader ativado. A maioria das hospedagens já vem com ele instalado por padrão!
Dica: A instalação do Ioncube Loader é simples e rápida na maioria das hospedagens.
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