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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...
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...